diff --git a/.github/workflows/build-eud-docctor.yml b/.github/workflows/build-eud-docctor.yml new file mode 100644 index 0000000000..b9f41b67ae --- /dev/null +++ b/.github/workflows/build-eud-docctor.yml @@ -0,0 +1,22 @@ +name: Build EUD with doc.ctor + +on: + workflow_dispatch: + +jobs: + eud-build: + runs-on: ubuntu-latest + steps: + - name: Trigger internal workflow via GitHub API + run: | + curl -X POST \ + -H "Authorization: token ${{ secrets.DOCCTOR_ACTIONS_API_TOKEN }}" \ + -H "Accept: application/vnd.github+json" \ + https://api.github.com/repos/DevExpress/doc.ctor-actions/actions/workflows/eud.yml/dispatches \ + -d '{ + "ref":"main", + "inputs": { + "source_branch": "${{ github.ref_name}}", + "content_stamp": "${{ github.sha }}" + } + }' diff --git a/.github/workflows/build-eud-on-pull-request.yml b/.github/workflows/build-eud-on-pull-request.yml index c42023a061..f6fc7f94d0 100644 --- a/.github/workflows/build-eud-on-pull-request.yml +++ b/.github/workflows/build-eud-on-pull-request.yml @@ -1,23 +1,23 @@ -name: build eud on pull request - -on: - pull_request: - -jobs: - build-site: - runs-on: windows-latest - steps: - - name: Checkout branch - uses: actions/checkout@v4 - - - name: Check status - run: git status - - - name: Download docfx - run: curl https://github.com/dotnet/docfx/releases/download/v2.77.0/docfx-win-x64-v2.77.0.zip -L -o ../docfx-win-x64-v2.77.0.zip - - - name: Expand docfx - run: Expand-Archive ../docfx-win-x64-v2.77.0.zip -DestinationPath ../docfx - - - name: Build site with docfx - run: ../docfx/docfx.exe build docfx.json -m _matomoContainerUrl="https://matomo.devexpress.com/js/container_kE7MWPi0.js" --warningsAsErrors +name: build eud on pull request + +on: + pull_request: + +jobs: + build-site: + runs-on: windows-latest + steps: + - name: Checkout branch + uses: actions/checkout@v4 + + - name: Check status + run: git status + + - name: Download docfx + run: curl https://github.com/dotnet/docfx/releases/download/v2.77.0/docfx-win-x64-v2.77.0.zip -L -o ../docfx-win-x64-v2.77.0.zip + + - name: Expand docfx + run: Expand-Archive ../docfx-win-x64-v2.77.0.zip -DestinationPath ../docfx + + - name: Build site with docfx + run: ../docfx/docfx.exe build docfx.json -m _matomoContainerUrl="https://matomo.devexpress.com/js/container_kE7MWPi0.js" --warningsAsErrors diff --git a/dashboard-for-desktop/articles/dashboard-designer/add-dashboard-items.md b/dashboard-for-desktop/articles/dashboard-designer/add-dashboard-items.md deleted file mode 100644 index ce34c88b31..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/add-dashboard-items.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Add Dashboard Items -author: Natalia Kazakova -legacyId: 15768 ---- -# Add Dashboard Items -To create a dashboard item in the Dashboard Designer, click the corresponding button in the **Home** ribbon tab. - -![Ribbon_InsertGroup](../../images/img18512.png) - -This creates an empty dashboard item, and displays the required data sections for binding this item to data (for instance, the image below displays the [Pivot](dashboard-item-settings/pivot.md) dashboard item and corresponding data sections). - -![EUDocs_CreatingDashboardItems_NewPivot](../../images/img21201.png) - -Perform the following steps to design a dashboard item. -* [Bind](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the dashboard item to data. -* Perform the required [data shaping](data-shaping.md) operations (such as grouping, sorting and filtering). -* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. -* Adjust the dashboard item's [position and size](dashboard-layout/dashboard-items-layout.md) and specify the [dashboard item caption](dashboard-layout/dashboard-item-caption.md) settings. -* Specify specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). - -After you have created and designed the dashboard item, you can create an exact copy. To do this, click the **Duplicate** button in the **Home** ribbon tab... - -![Ribbon_DuplicateDashboardItem](../../images/img23150.png) - -... or use the dashboard item's context menu. To remove the dashboard item from the dashboard, use the **Delete** button or the corresponding item in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring.md deleted file mode 100644 index dd79d9eb97..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 17943 ---- -# Coloring -The Dashboard Designer allows you to paint dashboard item elements such as chart series points or pie segments. - -![Coloring_GlobalColors](../../../images/coloring_globalcolors25370.png) - -## Supported Dashboard Items -You can paint the following [dashboard items](../dashboard-item-settings.md): - -* Chart -* Scatter Chart -* Pie -* Pie Map -* Range Filter -* Treemap - -## Color Scheme Overview -The dashboard supports two ways to color dashboard item elements: - -* A **Global Color Scheme** uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to _Wisconsin_, _Oregon_ and _Idaho_ dimension values use identical colors from the default palette. - - ![wdd-coloring-global-scheme](../../../images/wdd-coloring-global-scheme126076.png) - - For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. -* A **Local Color Scheme** uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart items that use a global scheme. - - ![common-coloring-local-scheme](../../../images/common-coloring-local-scheme.png) - - For a **Local** color scheme, the dashboard reassigns palette colors when the filter state is changed. - ->[!TIP] ->**Local** colorization paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. - -## Color Measures and Dimensions -You can use predefined color modes to paint individual dimensions or all measures in a dashboard item. - -The following color settings are available: - -| Color Mode Option | Description | -|---|---| -| **Default** | Enables or disables coloring depending on the dashboard item's type. For example, for TreeMap arguments and Chart series, **Default** means **Hue**. For Chart arguments, **Default** means **None**. | -| **Hue** | Elements use different colors. | -| **None** | Elements use the same color. | - -## Documentation - -Refer to the following help topics for more information on how to configure color variation in the WinForms Designer: - -* [Coloring Concepts](coloring/coloring-concepts.md) -* [Customizing a Color Scheme](coloring/customizing-a-color-scheme.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting.md deleted file mode 100644 index c5e6d1a21c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting.md +++ /dev/null @@ -1,103 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114184 ---- -# Conditional Formatting -The Dashboard Designer control supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. - -![BlogDashboard_ConditionalFormatting](../../../images/img118090.png) - -## Format Rules -Comparison rules used in conditional formatting can be categorized as follows: -* [Value](conditional-formatting/value.md) - Compares static values (Greater Than, Less Than, Between, etc.). -* [Top-Bottom](conditional-formatting/top-bottom.md) - Highlights a specific number of top/bottom values (Top N, Bottom N). -* [Average](conditional-formatting/average.md) - Highlights values above or below the average value. -* [A Date Occurring](conditional-formatting/a-date-occurring.md) - Highlights date-time values that are within a specified interval. -* [Expression](conditional-formatting/expression.md) - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. -* [Icon Ranges](conditional-formatting/icon-ranges.md) - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. -* [Color Ranges](conditional-formatting/color-ranges.md) - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. -* [Gradient Ranges](conditional-formatting/gradient-ranges.md) - Apply formatting using gradient color scales. -* [Bar](conditional-formatting/bar.md) - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. -* [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - Visualize numeric values as bars. Values within a range display a specific color. -* [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - Visualize numeric values as bars. Values within a range display a specific bar gradient. - -Format conditions that can be applied to different data item types are as follows: -* numeric - * [Value](conditional-formatting/value.md) - * [Top-Bottom](conditional-formatting/top-bottom.md) - * [Average](conditional-formatting/average.md) - * [Expression](conditional-formatting/expression.md) - * [Icon Ranges](conditional-formatting/icon-ranges.md) - * [Color Ranges](conditional-formatting/color-ranges.md) - * [Gradient Ranges](conditional-formatting/gradient-ranges.md) - * [Bar](conditional-formatting/bar.md) - * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](conditional-formatting/expression.md) -* date-time - * [Value](conditional-formatting/value.md) - * [A Date Occurring](conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](conditional-formatting/expression.md) - * [Icon Ranges](conditional-formatting/icon-ranges.md) - * [Color Ranges](conditional-formatting/color-ranges.md) - * [Gradient Ranges](conditional-formatting/gradient-ranges.md) - * [Bar](conditional-formatting/bar.md) - * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - - ![EditRules_Ribbon](../../../images/editrules_ribbon118564.png) - - This action invokes the [Edit Rules](#the-edit-rules-dialog) dialog where you can create a new format rule or manage rules applied to the dashboard item. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - - ![](../../../images/editrulesmenuitem118590.png) - - The **Add Format Rule** option invokes the pop-up menu where you can select the format rule and format condition's type for a new rule. - - When you click **Edit Rules**, the [Edit Rules](#the-edit-rules-dialog) dialog appears. You can edit all created format rules for the selected data item in the dialog. - - The **Clear Rules** button clears the rules for the specified data item. - -## The Edit Rules Dialog - -The **Edit Rules** dialog contains format rules applied to the dashboard item: - -![edit_rules_dialog](../../../images/editrulesdialog118565.png) - -You can manage format rules in the dialog in the following ways: - -|Action | Description| -|----|-----| -|Edit the selected rule|Use the **Edit** button or double-click the rule. | -|Delete the selected rule|Use the **Delete** button. | -|Reorder format rules|Use the **Up** and **Down** buttons (![EditRules_UpButton](../../../images/img118698.png) and ![EditRules_DownButton](../../../images/img118699.png) icons). You can reorder rules to specify their priority. Rules are applied from top to bottom. The bottom rule has the highest priority. | -|Enable/disable a rule|Use the corresponding check box in the left column. | -|Create a new rule|Click the **Add** button and select the format condition. The **calculated by** combo box allows you to select the measure/dimension that is used to calculate the format rule. For Card, when you create a rule for delta, specify the delta type whose values are used to calculate a condition in the **using** combo box. | -|Filter format rules by the specified data item| Use the **Filter by** combo box. | - -The **Add** button invokes a pop-up menu where you can specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. - -![rule_manager](../../../images/win-conditional-formatting-card-rule-manager.png) - -The image below displays the **Greater Than** dialog, which corresponds to the [Value](conditional-formatting/value.md) format condition for a [Grid](../dashboard-item-settings/grid.md) dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. - - ![GreaterThanDialog](../../../images/img118555.png) -## Dashboard Items Specific - -Refer to the following topics for more information about specific format rule settings: -* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) -* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) -* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) -* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) -* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) - diff --git a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md deleted file mode 100644 index 363a468a10..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Bind Dashboard Items to Data in OLAP mode -author: Natalia Kazakova -legacyId: 15771 ---- -# Bind Dashboard Items to Data in OLAP mode -In **OLAP** mode, the cube schema is fetched automatically, and the [Data Source Browser](../ui-elements/data-source-browser.md) displays the entire OLAP cube structure. - -![ProvidingData_OLAP_DataSourceBrowser](../../../images/img19751.png) - -To visualize data from the OLAP cube, [drag-and-drop](bind-dashboard-items-to-data.md) measures, attributes or hierarchies onto the appropriate data sections in the **DATA ITEMS** area. - -Note that OLAP measures can only be placed in the **Values** section, while dimension attributes and hierarchies can only be placed in other data sections. - -> [!NOTE] -> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. - -OLAP hierarchies allow you to customize each level separately. To access hierarchy level options, invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level. - -![ProvidingData_OLAP_Hierarchy](../../../images/img19757.png) - -> [!NOTE] -> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md b/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md deleted file mode 100644 index 7de02d3c19..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Hidden Data Items -author: Natalia Kazakova -legacyId: 15770 ---- -# Hidden Data Items -The **HIDDEN DATA ITEMS** area can be used to perform various [data shaping](../data-shaping.md) and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. - -To create hidden data items, choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the HIDDEN DATA ITEMS area. - -You can perform the following operations using hidden data items. -* [Filtering](#filtering) -* [Sorting](#sorting) -* [Top N](#top-n) -* [Conditional Formatting](#conditional-formatting) - -## Filtering -You can use **hidden dimensions** to [apply filtering](../data-shaping/filtering.md) to the dashboard item. To do this, select the required hidden dimension in the Filter Editor dialog and specify the required condition. - -![HiddenDimension_Filtering](../../../images/img118917.png) - -For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above is filtered by the first quarter of the _OrderDate (Quarter)_ dimension. - -## Sorting -You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. To do this, select the required measure from the dimension's **Sort By** sub-menu. - -![HiddenMeasure_Sorting](../../../images/img118918.png) - -For instance, categories displayed in the [Grid](../dashboard-item-settings/grid.md) on the image above are sorted by values of the hidden _Quantity (Sum)_ measure. - -## Top N -You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. To do this, select the required measure from the **Measure** combo box in the **Top N Values** dialog. - -![HiddenMeasure_TopN](../../../images/img118919.png) - -For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above displays top 5 categories for the _Quantity (Sum)_ hidden measure. - -## Conditional Formatting -You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. To do this, use the **Add Format Rule** menu of the hidden measure. - -![HiddenMeasure_CondtionalFormatting](../../../images/img118920.png) - -For the [Expression](../appearance-customization/conditional-formatting/expression.md) format condition, you can use the required hidden measure in the same manner as in the [Filter Editor](#filtering) dialog. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/convert-dashboard-items.md b/dashboard-for-desktop/articles/dashboard-designer/convert-dashboard-items.md deleted file mode 100644 index 1d1a10c341..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/convert-dashboard-items.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Convert Dashboard Items -author: Natalia Kazakova -legacyId: 16809 ---- -# Convert Dashboard Items -The Dashboard Designer provides the capability to convert data-bound dashboard items to another type. To convert the selected dashboard item to another type, use the **Convert** button in the ribbon's **Home** tab or the corresponding command in the item's context menu. - -![Ribbon_ConvertDashboardItem](../../images/img23151.png) - -The Dashboard Designer always preserves the following settings for data-bound dashboard items. -* The set of [data items](bind-dashboard-items-to-data.md) used to bind the dashboard item to data. -* [Data shaping](data-shaping.md) settings of data items and their names. -* A custom name displayed within the dashboard item [caption](dashboard-layout/dashboard-item-caption.md). - -The following settings are kept if the dashboard item is being converted to an item that also supports this feature. -* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode) and [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). -* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. -* [Coloring](appearance-customization/coloring.md) settings. -* [Calculation](data-analysis/window-calculations.md) settings. - -For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. -* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. -* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. -* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* [Clustering](dashboard-item-settings/geo-point-maps/clustering.md) settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/create-a-dashboard.md b/dashboard-for-desktop/articles/dashboard-designer/create-a-dashboard.md deleted file mode 100644 index 0b93bff193..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/create-a-dashboard.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a Dashboard -author: Natalia Kazakova -legacyId: 16968 ---- -# Create a Dashboard -When you run an application containing the Dashboard Designer, it already contains an empty dashboard. To create a new dashboard, click the **New** button in the ribbon **Home** tab. - -![NewDashboard_RunTime](../../images/img22537.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards.md deleted file mode 100644 index 58b7229896..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 16585 ---- -# Cards -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![MainFeatures_Cards](../../../images/img18174.png) - -This section consists of the following subsections: -* [Providing Data](cards/providing-data.md) - - Provides information about how to supply the Card dashboard item with data. -* [Layout](cards/layout.md) - - Describes how to manage the position and visibility of elements within a card. -* [Delta](cards/delta.md) - - Provides an overview of the Card dashboard item's capability to display the difference between two parameters. -* [Sparkline](cards/sparkline.md) - - Provides an overview of the Card dashboard item's capability to visualize data using sparklines. -* [Formatting](cards/formatting.md) - - Shows how to format values displayed within a card. -* [Interactivity](cards/interactivity.md) - - Describes features that enable interaction between a Card dashboard item and other items. -* [Cards Arrangement](cards/cards-arrangement.md) - - Describes how to arrange cards within a Card dashboard item. -* [Conditional Formatting](cards/conditional-formatting.md) - - Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md deleted file mode 100644 index 6631297e72..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Cards Arrangement -author: Natalia Kazakova -legacyId: 16592 ---- -# Cards Arrangement -The **Card** dashboard item allows you to specify the number of columns or rows in which individual cards are arranged. - -Use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab to control how cards are arranged. - -The **Auto Arrange** option is enabled by default, which automatically resizes cards to fit within the dashboard item. - -![Cards_Layout_AutoArrange_Ribbon](../../../../images/img25681.png) - -![Cards_Layout_AutoArrange_2](../../../../images/img25682.png) - -You can also specify the number of columns in which cards are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Cards_Layout_ArrangeInColumns_Ribbon](../../../../images/img25687.png) - -![Cards_Layout_ArrangeInColumns_2](../../../../images/img25688.png) - -Similarly, you can arrange cards in a specific number of rows. - -![Cards_Layout_ArrangeInRows_Ribbon](../../../../images/img25685.png) - -![Cards_Layout_ArrangeInRows_2](../../../../images/img25686.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md deleted file mode 100644 index 8d4b68d293..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md +++ /dev/null @@ -1,87 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- - -# Conditional Formatting - -For a Card dashboard item, you can apply conditional formatting to the card's visual elements (e.g., Title, Subtitle, various values) and change the card's background. - -![](../../../../images/winforms-card-conditional-formatting.png) - -> [!Note] -> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/113798/create-dashboards/create-dashboards-in-the-winforms-designer/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. - -## Supported Format Rules - -You can use [measure or dimension](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) values to calculate a format rule. You can also use [delta](delta.md) values to calculate a Card dashboard item's format rules. - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - - -## Create a Format Rule - -You can create format rules in the following ways: - -* Click the **Edit Rules** button in the **Home** ribbon tab. - - ![EditRules_Ribbon](../../../../images/editrules_ribbon118564.png) - - The invoked dialog contains the **calculated by** combo box, where you can select the item whose values are used to calculate the format rule. - - * To apply a format rule to a specific card, use delta values to calculate the rule. The [expression](../../appearance-customization/conditional-formatting/expression.md) format condition is an exception to this rule and applies to all cards. - * To apply a format rule to all cards in a Card item, use hidden measures and series dimensions to calculate the rule. - - For a Card item, the Edit Rules dialog has a **using** combo box. If you use a delta calculation, specify the delta type in this box. Click the **Add** button, select the format rule from the pop-up menu, and specify the rule's condition: - - ![](../../../../images/win-conditional-formatting-card-rule-manager.png) - -* click the series dimension/hidden measure menu button. - - ![AddFormatRule_ValueItem](../../../../images/addformatrule_valueitem118549.png) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Card-Specific Format Condition Settings - -Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. - -The appearance settings dialog contains the **Apply to** drop-down list. Select a [layout element](layout.md) to which you want to apply a format rule. Select _All elements_ to apply the format rule to all card elements. - -The image below displays the Greater Than dialog that corresponds to the Value format condition. - - -![](../../../../images/win-conditional-formatting-cards-appearance-settings-window.png) - -The background color applies to the entire card. Note that the **Apply to** drop-down list is not in effect. - -![](../../../../images/win-conditional-formatting-cards-background.png) - -Some predefined background styles contain a font color. This font color applies to all card elements regardless of drop-down list settings (for any card layout element). - -## Edit a Format Rule - -To edit format rules for the current Card dashboard item, use the following options. -* Click the **Edit Rules** button in the **Home** ribbon tab or use a corresponding item in the Card context menu. -* Click the [menu button](../../ui-elements/data-items-pane.md) for the required data item and select **Edit Rules**. - -All of these actions invoke the **Edit Rules** dialog that contains existing format rules. For more information, see [Conditional Formatting](../../appearance-customization/conditional-formatting.md). diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/delta.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/delta.md deleted file mode 100644 index 72e160c297..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/delta.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16587 ---- -# Delta -Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: - -![Card_StretchedLayout_OnlyDeltaElements](../../../../images/img128177.png) -* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. -* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). - -To customize settings that relate to the calculation and display of delta values/elements, use the Options button (the ![DataItemsArea_OptionsButton](../../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. - -![Cards_DeltaOptions_OptionsButton](../../../../images/img19985.png) - -In the invoked **Card Settings** dialog, go to the **Delta Options** tab: - -![CardSettings_DeltaOptionsTab](../../../../images/img128288.png) - -Then, specify the following settings: -* **Result Indication** - - You can specify the condition for displaying delta indication. - * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. - - ![Card_GreaterIsGood](../../../../images/img128178.png) - * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. - - ![Card_LessIsGood](../../../../images/img128179.png) - * **Warning if Greater** - A warning is displays only if the actual value exceeds the target value. - - ![Card_WarningIfGreater](../../../../images/img128180.png) - * **Warning if Less** - A warning is displays only if the target value exceeds the actual value. - - ![Card_WarningIfLess](../../../../images/img128181.png) - * **No Indication** - Indication does not display. - - ![Card_NoIndication](../../../../images/img128182.png) -* **Threshold type** / **Threshold value** - - For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/formatting.md deleted file mode 100644 index 5f1c02253c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/formatting.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Formatting -author: Natalia Kazakova -legacyId: 118816 ---- -# Formatting -The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. Click the options buttons (the ![DataItemsArea_OptionsButton](../../../../images/img20167.png) icon) displayed next to the data item container in the **Cards** section to change format settings for other values. - -![Cards_DeltaOptions_OptionsButton](../../../../images/img19985.png) - -In the invoked **Card Settings** dialog, go to the **Format Options** tab and use the **Select value type** option to specify which values’ format settings should change. - -![CardSettings_FormatOptionsTab](../../../../images/img128296.png) - -You can change format settings for the following [value types](layout.md): -* **Actual Value** -* **Target Value** -* **Absolute Variation** -* **Percent of Target** -* **Percent Variation** - -To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md deleted file mode 100644 index b5f78c102e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16591 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a card to view the details. - -![Anim_Cards_DrillDown](../../../../../images/img19995.gif) - -> [!NOTE] -> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a card. - -Drill-down requires that the **Series** section contains several dimensions, from the least to the most detailed dimension. - -![Cards_Interactivity_DrillDown_DataItems](../../../../../images/img19987.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Drill Up** command in the Card's context menu. - -![DrillUpCommand_ContextMenu](../../../../../images/img22786.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md deleted file mode 100644 index 20381d1f1e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16590 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). - -![Anim_Cards_MasterFilter](../../../../../images/img19996.gif) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Clear Master Filter** command in the Card's context menu. - -![ContextMenu_ClearMasterFilter](../../../../../images/img22716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/layout.md deleted file mode 100644 index 478193250b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/layout.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118815 ---- -# Layout -The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. - -To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. -* [Available Layout Templates](#available) -* [Default Layout](#default) -* [Change Layout](#change) - -## Available Layout Templates -The table below contains information about the available layout templates: - -| Layout Type | Example | Description | -|---|---|---| -| Stretched | ![Card_StretchedLayout](../../../../images/img128069.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | -| Centered | ![Card_CompactLayout](../../../../images/img128070.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | -| Compact | ![Card_CompactLayoutTemplate](../../../../images/img128402.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | -| Lightweight | ![Card_LightweightLayoutTemplate](../../../../images/img128403.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | - -For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. - -## Default Layout -The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: - -![Card_StretchedLayout_VisualElements](../../../../images/img128175.png) - -To learn more about the available value types and visual elements, see [Change Layout](#change). - -> [!NOTE] -> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). - -## Change Layout -To change a card's layout in the Dashboard Designer, click the Options button (the ![DataItemsArea_OptionsButton](../../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. - -![Cards_DeltaOptions_OptionsButton](../../../../images/img19985.png) - -This invokes the **Card Settings** dialog. - -![CardSettings_LayoutOptionsTab](../../../../images/img128293.png) - -On the **Layout Options** tab, select the required layout type in the **Select template** list and specify its settings: -* **Min width** - Specifies the minimum width of the card content. -* **Max width** - Specifies the maximum width of the card content. Use the **Auto** option to determine the maximum width automatically. - -You can show/hide the following values and visual elements within the card: - -| Value | Description | Example | -|---|---|---| -| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | -| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | -| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | -| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | -| **Card Name** | A card name. | _Revenue vs. Target_ | -| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | -| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | -| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | -| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | -| Element | Description | Example | -| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample](../../../../images/img128298.png) | -| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample](../../../../images/img128299.png) | - -Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/providing-data.md deleted file mode 100644 index 57b33fd8c8..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/providing-data.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16586 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data in the Designer. - -## Binding to Data in the Designer -The image below shows a sample Card dashboard item that is bound to data. - -![CardProvidingData_Main](../../../../images/img117702.png) - -To bind the Card dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Card data sections. - -| Section | Description | -|---|---| -| **Cards** | Contains data items used to calculate values displayed within cards. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, cards show the difference between actual and target values. You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the dashboard item [caption](../../dashboard-layout/dashboard-item-caption.md) or use its context menu. This drop-down menu is available if the Series section is not empty. Otherwise, a separate card is created for each data item container, and all cards are displayed simultaneously. | -| **Series** | Contains data items whose values are used to label cards. | -| **Sparkline** | Provide a dimension whose data will be used to visualize values using sparklines. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/sparkline.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/sparkline.md deleted file mode 100644 index cb5287b055..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/sparkline.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Sparkline -author: Natalia Kazakova -legacyId: 16588 ---- -# Sparkline -_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). - -![Card_StretchedLayout_Sparkline](../../../../images/img128184.png) - -To learn how to display the sparkline for different layout types, see [Layout](layout.md). -* [Data Binding Specifics](#binding) -* [Change Sparkline Options](#options) - -## Data Binding Specifics -You need to provide a date-time or numeric dimension whose data is used as argument values to display a sparkline within the card. - -![Card_Sparkline_DataSections](../../../../images/img128185.png) - -If you have provided both actual and target values, a sparkline visualizes the actual value's variation. - -## Change Sparkline Options -To manage sparkline settings, click the Options button (the ![DataItemsArea_OptionsButton](../../../../images/img20167.png) icon) displayed next to the data item container. In the invoked **Card Settings** dialog, go to the **Sparkline Options** tab: - -![CardSettings_SparklineOptionsTab](../../../../images/img128295.png) - -The following options are available: - -| Sparkline Options | Description | -|---|---| -| Sparkline view type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | -| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | -| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart.md deleted file mode 100644 index 35ac6612c6..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 16560 ---- -# Chart -The topics in this section describe the features available in the **Chart** dashboard item, and provide extensive information on how to create and customize charts in the Dashboard Designer. - -![MainFeatures_Chart](../../../images/img18175.png) - -This section is divided into the following subsections. -* [Providing Data](chart/providing-data.md) - - Explains how to supply the Chart dashboard item with data. -* [Series](chart/series.md) - - Enumerates and describes different types of series that can be displayed within the Chart dashboard item. -* [Panes](chart/panes.md) - - Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. -* [Interactivity](chart/interactivity.md) - - Describes features that enable interaction between the Chart and other dashboard items. -* [Coloring](chart/coloring.md) - - Describes coloring capabilities of the Chart dashboard item. -* [Axes](chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Trend Indicators](chart/trend-indicators.md) - - Describes how to create trend indicators and display them in Chart dashboard items. -* [Legend](chart/legend.md) - - Describes the chart legend and its options. -* [Orientation](chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Conditional Formatting](chart/conditional-formatting.md) - - Describes the format condition settings. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/coloring.md deleted file mode 100644 index 3de2190ab1..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16875 ---- -# Coloring - -The Chart dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the chart item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![win-chart-colored-by-default](../../../../images/win-chart-colored-by-default.png) - -> [!NOTE] -> Note that the Chart dashboard item does not support coloring for the [financial](series/financial-series.md) series. - ->[!Tip] ->**Documentation:**
->* [Conditional Formatting](conditional-formatting.md) ->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md deleted file mode 100644 index 6b021a0c39..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md +++ /dev/null @@ -1,89 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight chart elements such as [bars](series/bar-series.md), [lines](series/point-and-line-series.md), [areas](series/area-series.md), and [data points](series/point-and-line-series.md). - -The following series types support conditional formatting: -* [Bar](series/bar-series.md) -* [Point/Line](series/point-and-line-series.md) -* [Area](series/area-series.md) -* [Bubble](series/weighted-series.md) -* [Range Bar](series/range-series.md) - ->![Bar Series Type Chart](../../../../images/chart-bar-series-type-with-conditional-formatting-applied.png) -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Values** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments**/**Series** section -- hidden measures - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Chart-Specific Format Condition Settings - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a chart). The condition colors points/bars if their values exceed 3000. - -![chart-greater-than-dialog-example](../../../../images/chart-greater-than-dialog-example.png) - -Enable **Display in Legend** to add information about the applied rule to the chart. Set the **Caption** field to specify the legend's text. For Range format rules, the legend's text is generated automatically and depends on the range intervals. - -Use the **Apply to chart elements** drop-down list to apply a rule to points or lines. - -* **Point**: A rule applies to the data points such as bars, points and bubbles. -* **Line/Area**: A rule applies to lines and areas. - -The image below displays the Chart item with the applied **Greater Than** format rule. The **Apply to chart elements** option is set to **Point** and the rule is applied to points of the line series. - -![chart-with-applied-value-format-rule](../../../../images/chart-with-applied-value-format-rule.png) - -If you select **Line/Area**, the format rule applies to the line when at least one line point meets the rule's condition: - -![line-chart-with-applied-value-format-rule](../../../../images/line-chart-with-applied-value-format-rule.png) - -## Coloring - -A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. - -![](../../../../images/chart-coloring-by-default-cf.png) - -Select the **Color by Hue** option in a Data item's pane to restore the color scheme. - -![](../../../../images/chart-coloring-by-hue-with-applied-format-rule.png) - -> [!Tip] -> **Documentation:** -> [Chart - Coloring](coloring.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md deleted file mode 100644 index 59c054e81e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16552 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The Chart dashboard item supports drill down on argument or series values. - -## Drill Down on an Argument -When drill down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - -![Chart_Interactivity_DrillDownOnArguments](../../../../../images/img21870.png) - -> [!NOTE] -> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a series point. - -Drill down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - -![Chart_Interactivity_DrillDownOnArguments_DataItems](../../../../../images/img19557.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on arguments, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../../images/img21872.png) - -...and the **Arguments** button (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../../images/img19511.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterByArguments_Ribbon](../../../../../images/img19310.png) - -## Drill Down on a Series -When drill down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - -![Chart_Interactivity_DrillDownOnSeries](../../../../../images/img21871.png) - -> [!NOTE] -> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a series point. - -Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. - -![Chart_Interactivity_DrillDownOnSeries_DataItems](../../../../../images/img19556.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../../images/img21872.png) - -...and the **Series** button (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../../images/img19512.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterBySeries_Ribbon](../../../../../images/img19311.png) - -## Drill Up -To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../../dashboard-layout/dashboard-item-caption.md) or in the context menu. - -![Chart_Interactivity_DrillUp](../../../../../images/img19460.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md deleted file mode 100644 index 6b0a5f5758..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16551 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Chart dashboard item supports filtering by **argument**, **series** or **points**. - -## Filtering by Arguments -When filtering by arguments is enabled, you can click series points to make other dashboard items only display data related to selected argument values. - -![Chart_Interactivity_FilterByArguments](../../../../../images/img19303.png) - -To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../../images/img19511.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterByArguments_Ribbon](../../../../../images/img19310.png) - -## Filtering by Series -When filtering by series is enabled, you can click a series point to make other dashboard items only display data related to the selected series. - -![Chart_Interactivity_FilterBySeries](../../../../../images/img19304.png) - -To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../../images/img19512.png) button if you are using the toolbar menu). - -![Chart_Interactivity_FilterBySeries_Ribbon](../../../../../images/img19311.png) - -## Filtering by Points -When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. - -![Chart_Interactivity_FilterByPoints](../../../../../images/img120412.png) - -To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. - -![Chart_Interactivity_FilterByPoints_Ribbon](../../../../../images/img120413.png) - -## Reset Filtering -To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../../dashboard-layout/dashboard-item-caption.md) area… - -![Chart_Interactivity_ClearFiltering](../../../../../images/img19312.png) - -…or the corresponding command in the Chart's context menu. - -![ContextMenu_ClearMasterFilter](../../../../../images/img22716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/legend.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/legend.md deleted file mode 100644 index ea2e19c1bb..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/legend.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 16555 ---- -# Legend -A **legend** is an element of a chart that identifies [chart series](providing-data.md) and series points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). - -![Charts_Legend](../../../../images/img18275.png) - -This topic describes how to customize various legend settings. - -## Visibility -You can specify whether or not a chart should display a legend. - -In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. - -![Charts_Legend_ShowLegendButton](../../../../images/img18776.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Charts_Legend_PositionAndOrientationGallery](../../../../images/img19468.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/orientation.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/orientation.md deleted file mode 100644 index 0b05f83d5b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/orientation.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 16559 ---- -# Orientation -You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. - -![Chart_Rotation_False](../../../../images/img18277.png) -![Chart_Rotation_True](../../../../images/img18276.png) - -To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** group of the **Design** Ribbon tab. - -![Chart_Rotation_RibbonButton](../../../../images/img18774.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/panes.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/panes.md deleted file mode 100644 index bfdb55ebe4..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/panes.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Panes -author: Natalia Kazakova -legacyId: 16549 ---- -# Panes -The Chart dashboard item can contain any number of **panes**. Panes are visual areas within a diagram that display chart series. - -Each pane has its own [Y-axis](axes/y-axis.md) and displays a specific set of series. All panes in a chart share the same [X-axis](axes/x-axis.md). - -![Chart_MultiplePanes](../../../../images/img117869.png) - -To add a pane, click the **Add Pane** button (the ![Chart_Panes_AddPane](../../../../images/img19543.png) icon) at the top right of the [DATA ITEMS](../../ui-elements/data-items-pane.md) pane. - -![Chart_AddPane](../../../../images/img117870.png) - -Once a new pane is added, the Dashboard Designer creates another **Values** section in the DATA ITEMS pane. - -![Chart_MultiplePanes_DataBinding](../../../../images/img117872.png) - -Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). - -To remove a pane, click the **Remove Pane** button (the ![Chart_Panes_RemovePane](../../../../images/img19544.png) icon) displayed in the corresponding **Values** section. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/providing-data.md deleted file mode 100644 index b0c2a778f2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16540 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Arguments and Series](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Chart dashboard item that is bound to data. - -![ChartProvidingData_Main](../../../../images/img117697.png) - -To bind the Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. The table below lists and describes the Chart's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items against which the [Y-coordinates](axes/y-axis.md) of data points are calculated. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Value** data item allows you to select the [series type](series/series-overview.md) and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series/series-overview.md). | -| **Arguments** | Contains data items that provide values displayed along the [X-axis](axes/x-axis.md) of the chart. | -| **Series** | Contains data items whose values are used to create [chart series](series/series-overview.md). | - -## Transposing Arguments and Series -The Chart dashboard item provides the capability to transpose chart arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. - -![ChartTranspose_Example](../../../../images/img126578.png) - -To transpose the selected Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../../images/img23683.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md deleted file mode 100644 index 19515d83bb..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md +++ /dev/null @@ -1,99 +0,0 @@ ---- -title: Trend Indicators ---- - -The Dashboard Designer allows you to display trend indicators in Chart dashboard items. - -The following indicator types are available: - -* Trend Line - - Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. -* Regression Line - - Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. -* Custom Indicator - - A custom indicator type registered in a dashboard. - -## Create a Trend Indicator - -Click the **Trend Indicators** button in the **Analysis** group of the **Data** Ribbon page. This command invokes the Trend Indicators dialog: - -![Trend Indicator Button](../../../../images/create-a-trend-indicator.png) - -The dialog contains the following buttons: - -* Add - - Creates a new indicator. - -* Remove - - Removes the selected indicator. - -* OK - - Saves changes and closes the dialog. - -* Apply - - Saves changes and keeps the dialog open. - -* Cancel - - Closes the dialog and discards unsaved changes. - - -New indicators are generated with default settings: - -![Add a new indicator](../../../../images/add-new-indicator.png) - -You can change the following settings before displaying an indicator in a Chart dashboard item. - -* Name - - The name of the trend indicator within the indicators collection. - -* Type - - The indicator type: Trend Line, Regression Line, or any registered Custom Type. - -* Value - - The measure data item that is used to calculate the trend indicator. - -* Value Level - - The value that specifies which series point value should be used to calculate the indicator. - -* Display In Legend - - Specifies whether to display the trend indicator in the legend. - -* Legend Text - - The text that identifies the trend indicator within the legend. - -* Dash Style - - The dash style used to paint the line. - -* Thickness - - The thickness of the indicator line. - -* Color - - The color for the trend indicator. - -* Visible - - Specifies whether to display the trend indicator. - -You can edit the created indicator in the Trend Indicators dialog: - -![Configure Trend Line in the UI](../../../../images/configure-trend-line-in-the-ui.png) - - - diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map.md deleted file mode 100644 index f2e8afa92c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 16605 ---- -# Choropleth Map -The topics in this section describe the features available in the **Choropleth Map** dashboard item. - -The Choropleth Map dashboard item allows you to colorize the required areas in proportion to the provided values. - -![MainFeatures_Maps](../../../images/img21964.png) - -This section consists of the following subsections: -* [Providing Maps](choropleth-map/providing-maps.md) - - Describes how to use default dashboard maps or provide custom maps. -* [Providing Data](choropleth-map/providing-data.md) - - Explains how to supply the Choropleth Map dashboard item with data. -* [Map Coloring](choropleth-map/map-coloring.md) - - Details how to color map shapes based on the values provided. -* [Map Navigation](choropleth-map/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](choropleth-map/interactivity.md) - - Describes features that enable interaction between the Choropleth Map and other dashboard items. -* [Labels](choropleth-map/labels.md) - - Describes how to display additional information related to map shapes. -* [Legend](choropleth-map/legend.md) - - Explains the map legend and its options. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md deleted file mode 100644 index 355bce520f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16610 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**).To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). - -![ChoroplethMap_MasterFiltering](../../../../images/img22240.png) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the map's context menu. - -![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md deleted file mode 100644 index 98644d3f42..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 17935 ---- -# Labels -A Choropleth map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. - -To manage map titles and tooltips, click the **Shape Labels** button in the **Design** ribbon tab. - -![ShapeLabelsButton_Ribbon](../../../../images/img25014.png) - -This invokes the **Shape Label Settings** dialog. - -![ShapeLabelSettingsDialog](../../../../images/img25015.png) - -In this dialog, you can specify attributes whose values will be displayed within shapes and tooltips. Use the ![Map_LoupeButton](../../../../images/img24941.png) button to preview the available attributes and their values for the current map. - -## Shape Titles -The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. - -![ChoroplethMap_TitleAttribute](../../../../images/img25017.png) - -You can also use the **Include summary value** option to add summary values to shape titles. - -## Tooltips -The **Choropleth Map** dashboard item displays a tooltip that shows information related to a hovered shape. - -![ChoroplethMap_Tooltip](../../../../images/img23695.png) - -You can choose whether to use a [binding attribute](providing-data.md) to display as the title of shape tooltips (the **Use binding attribute** option) or specify a custom attribute using the **Tooltip attribute** option. - -![ShapeLabelSettingsDialog_TooltipAttribute](../../../../images/img25018.png) - -The Choropleth Map also allows you to add supplementary content to the tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md deleted file mode 100644 index 1d6e2266fd..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 16611 ---- -# Legend -A legend is an element of a map that shows values corresponding to each [color](map-coloring.md). - -![ChoroplethMap_Legend](../../../../images/img22232.png) - -## Visibility -To display a legend within a map, use the **Show Legend** button in the **Legend** group of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../../images/img22236.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md deleted file mode 100644 index 408a139b45..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16609 ---- -# Delta -The **Choropleth Map** allows you to indicate the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -![ChoroplethMap_DeltaSales](../../../../../images/img22211.png) - -## Delta Options -To specify delta indication settings, click the **Options** button next to the data item container. - -![ChoroplethMap_Delta_OptionsButton](../../../../../images/img22213.png) - -This invokes the **Choropleth Map Options** dialog. When the map type is set to **Delta**, this dialog contains the following settings. - -![ChoroplethMap_DeltaOptionsDialog](../../../../../images/img22214.png) -* **Value Type** - - You can specify which values to display within map tooltips. Use the **Value type** combo box to select the value that will be displayed as the delta value. - - | Value Type | Tooltip | - |---|---| - | **Actual value** | ![Map_DeltaValueType_ActualValue](../../../../../images/img22215.png) | - | **Absolute variation** | ![Map_DeltaValueType_AbsoluteVariation](../../../../../images/img22216.png) | - | **Percent variation** | ![Map_DeltaValueType_PercentVariation](../../../../../images/img22217.png) | - | **Percent of target** | ![Map_DeltaValueType_PercentOfTarget](../../../../../images/img22218.png) | -* **Result Indication** - - You can specify the condition that will be used to select the indicator color. To do this, use the **Result indication** combo box. - - | Result Indication | Area Color | - |---|---| - | **Greater is good** | ![Map_DeltaResultIndicaion_GreaterIsGood_1](../../../../../images/img22221.png)![Map_DeltaResultIndicaion_GreaterIsGood_2](../../../../../images/img22222.png) | - | **Less is good** | ![Map_DeltaResultIndicaion_LessIsGood_1](../../../../../images/img22223.png)![Map_DeltaResultIndicaion_LessIsGood_2](../../../../../images/img22224.png) | - | **Warning if greater** | ![Map_DeltaResultIndicaion_WarningIfGreater_1](../../../../../images/img22225.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../../images/img22226.png) | - | **Warning if less** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfLess_2](../../../../../images/img22228.png) | - | **No indication** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../../images/img22226.png) | -* **Threshold type** and **Threshold value** - - You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. For instance, the actual value exceeds the target value by 10%, or by $2K. - - Use the **Threshold type** combo box to select whether you wish to specify the threshold in percentage values or in absolute values. Then use the **Threshold value** box to specify the threshold value. - -The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![](../../../../../images/choroplethmap_deltaoptionsdialog_format.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md deleted file mode 100644 index 7eea543cd4..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 17930 ---- -# Map Navigation -The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling. - -The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Choropleth map using the mouse. - -You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. - -![MapNavigationGroup](../../../../images/img25019.png) - -Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md deleted file mode 100644 index 0055ada074..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16607 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data in the Designer. - -The image below shows a sample Choropleth Map dashboard item that is bound to data. - -![ChoroplethMapDataBinding_Main](../../../../images/img117705.png) - -To bind the Choropleth Map dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. -The Choropleth Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** -* **Attribute** - - Allows you to associate map shapes with data source field values. - - To associate map shapes with data source field values, drag-and-drop the required dimension to the data item's placeholder and select the required attribute in the **Map Attribute Binding** dialog. To invoke this dialog, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![ChoroplethMap_MapAttributeBindingIcon](../../../../images/img22351.png) icon) next to the **Attribute** placeholder. - - ![MapAttributeBindingDialog_ChoroplethMap](../../../../images/img117708.png) - - Select the required attribute and click **OK**. -* **Maps** - - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. - - Click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![Grid_ColumnTypeIndicators_MeasureColumn](../../../../images/img19671.png) or ![Grid_ColumnTypeIndicators_DeltaColumn](../../../../images/img19669.png) icon depending on the map type) next to the **Value** placeholder and select the required map type in the invoked **Choropleth Map Options** dialog. - - ![ChoroplethMapOptions_MapType](../../../../images/img117709.png) - * If you select **Value**, the Choropleth map colors map shapes depending on the values provided. To learn more, see [Map Coloring](map-coloring.md). - * If you select **Delta**, the Choropleth map colors map shapes depending on the difference between two values. To learn how to specify delta indication settings, see [Delta](map-coloring/delta.md). - - > [!NOTE] - > You can fill several data item containers in the **Maps** section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the dashboard item caption. - -**TOOLTIP DATA ITEMS** -* **Measures** - - Allows you to add supplementary content to the tooltips. Drag and drop the required measures to provide additional data. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md deleted file mode 100644 index 6712ce52e0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 16606 ---- -# Providing Maps -This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. - -## Default Maps -DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a world map. -* **Europe** - a map of Europe. -* **Asia** - a map of Asia. -* **North America** - a map of North America. -* **South America** - a map of South America. -* **Africa** - a map of Africa. -* **USA** - a map of the USA. -* **Canada** - a map of Canada. - -> [!NOTE] -> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. - -To select the required default map, use the **Default Map** button in the **Open** group of the **Design** ribbon tab. - -![Map_DefaultMaps_Ribbon](../../../../images/img22183.png) - -As an alternative, use the corresponding command in the map context menu. - -## Custom Maps -DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. -* **.shp** file - holds map shapes (points/lines/polygons). -* **.dbf** file - contains attributes for each shape. - -To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). - -![Map_LoadOpenMap_Ribbon](../../../../images/img22192.png) - -In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. - -> [!NOTE] -> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. - -> [!NOTE] -> Attributes from the corresponding **.dbf** file located in the same directory will be included in the map automatically. - -## Map Attributes -After you select the default map or a custom map, you can view supplemental information (such as the name of the country, state, etc.). To do this, click the **Options** button next to the **Attribute** placeholder. - -![Map_MapAttributeBinding](../../../../images/img22198.png) - -In the invoked **Map Attribute Binding** dialog, click **Preview**. - -![Map_ShapefileAttributesPreview](../../../../images/img22197.png) - -This table displays the available attributes for the current map. Each set of attribute values is related to a specific map shape. - -To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/dashboard-item-group.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/dashboard-item-group.md deleted file mode 100644 index fb5e5ad052..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/dashboard-item-group.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Dashboard Item Group -author: Natalia Kazakova -legacyId: 17942 ---- -# Dashboard Item Group -DevExpress Dashboard provides the capability to combine dashboard items into a group. The dashboard item group serves two main purposes. -* Combine dashboard items within the dashboard into a separate [layout group](../dashboard-layout/dashboard-items-layout.md). -* Manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. - -For instance, you can combine related [filter elements](filter-elements.md) and [data visualization dashboard items](../add-dashboard-items.md) into a group. - -![Fundamentals_DashboardItemGroup](../../../images/img24788.png) -* [Create a Group](#create-a-group) -* [Interactivity](#interactivity) - -## Create a Group -To create a new group, use the **Group** button in the **Home** ribbon tab. - -![GroupButton_Ribbon](../../../images/img24852.png) - -You can add dashboard items to a group and manage item layout using [drag-and-drop](../dashboard-layout/dashboard-items-layout.md). To learn how to manage a group's caption, see the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic. - -> [!NOTE] -> Note that a dashboard item group cannot be added to another group. - -## Interactivity -The dashboard item group provides the capability to manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. - -The **Master Filter** button allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group.**** - -![GrouMasterFilterButton_Ribbon](../../../images/img24853.png) - -The **Ignore Master Filters** button allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/date-filter.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/date-filter.md deleted file mode 100644 index 3cfba8ee15..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/date-filter.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Date Filter -author: Boris Zaitsev ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../../images/datefilter-autoheight.png) - -End-users can click the button to invoke the Date Picker: - -![Date Filter - Date Picker Drop-Down](../../../images/datefilter-dropdown-daycalendar.png) - -## Add a New Date Filter to the Dashboard - -To create a Date Filter item, click the **Filter Elements** drop-down button in the **Insert** group on the **Home** ribbon page and select **Date Filter**. - -![DateFilter - Ribbon](../../../images/datefilter-ribbon.png) - -## Bind to Data - -You can use `DateTime`/`DateOnly` fields for a date filter. - -Use the **Data Items Pane** to perform data binding. Drag the dimension field from the [Data Source Browser](../ui-elements/data-source-browser.md) to the data item, and click the _Options_ button to select [group intervals](../data-shaping/formatting-data.md). - -![DATA ITEMS Pane](../../../images/datefilter-data-items-pane.png) - -## Filter Type - -A filter can be a DateTime value, DateTime range or infinite interval before or after a specified date. - -To specify the filter type, click the drop-down **Filter Type** in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![datefilter-filtertype-ribbon](../../../images/datefilter-filtertype-ribbon.png) - -## Date Picker - -![Date Picker](../../../images/datefilter-datepicker.png) - -The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". - -The calendar drops down when the end user: - -* clicks the button without a specified range (the button with the "Click to set filter" caption) -* clicks the ![edit-date-filter-icon](../../../images/editdatefilter.png) icon on the button with the specified datetime range. - -A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After) or two calendar controls (the Filter Type is Between). - -When the user selects the date, the Date Picker caption displays information about that date (date range) and the ![edit-date-filter-icon](../../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If the user clicks the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When the user clicks the icon, the drop-down calendar appears and enables the user to select another date range. - -To show or hide the Date Picker component, click the **Show Date Picker** check button in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![](../../../images/datefilter-showdatepicker-ribbon.png) - -## Display Format - -To specify the date-time value format, use the **Format** submenu in the data item menu, as described in the [Formatting Data](../data-shaping/formatting-data.md) topic. - -To specify a custom string displayed in the Date Picker component, use the **Edit Names** dialog. To invoke the dialog, right-click the DateFilter item and click the Edit Names... menu item or click the **Edit Names** button in the **Design** Ribbon tab. - -![datefilter-displaytextpattern-editnames-dialog](../../../images/datefilter-displaytextpattern-editnames-dialog.png) - -You can include placeholders in a custom string. The {0} placeholder is the interval's start, the {1} placeholder is the interval's end. - -## Create Quick Filters - -Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until the end-user clicks the same button once more to reset the filter to its default value. The buttom becomes unchecked if the end user clicks another button. - -![Quick Filters](../../../images/datefilter-quick-filters.png) - -The item's context menu contains commands with the same captions that act as quick filters. - -A newly created DateFilter dashboard item has no quick filters. To add a quick filter: - -* in the dashboard designer, click the _[Options](../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) next to the _Argument_ placeholder -* or select the _Edit Periods_ command in the context menu -* or click the **Edit Periods** in the ribbon (Date Filter Tools contextual tab-> Design page -> Interactivity group): - - ![datefilter-editperiods-ribbon](../../../images/datefilter-editperiods-ribbon.png) - -This invokes the **Edit Periods** dialog. You can select a [predefined range](range-filter/predefined-ranges.md) or add a custom period, specify the quick filter's range and caption. - -![datefilter-edit-periods-dialog](../../../images/datefilter-edit-periods-dialog.png) - -## Arrange Quick Filters - -Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -To specify the arrangement mode, click the **Arrangement Mode** drop-down in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): - -![datefilter-arrangement-ribbon](../../../images/datefilter-arrangement-ribbon.png) - -Auto Height Arrangement Mode: - -![Auto Height Arrangement Mode](../../../images/datefilter-autoheight.png) - -Vertical Arrangement Mode: - -![Vertical Arrangement Mode](../../../images/datefilter-vertical.png) - - -Horizontal Arrangement Mode: - -![Horizontal Arrangement Mode](../../../images/datefilter-horizontal.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md deleted file mode 100644 index 11590b2f97..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Filter Elements Overview -author: Natalia Kazakova -legacyId: 17939 ---- -# Filter Elements Overview -The **Dashboard Designer** allows you to create filter elements that used to filter other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -To add the required filter element to the dashboard, use the **Filter Elements** button in the **Home** ribbon tab. - -![FilterElements_Ribbon](../../../../images/img24808.png) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. - -You can switch the combo box type in the ribbon **Design** tab. - -![ComboboxTypes_Ribbon](../../../../images/img24836.png) - -| Combo Box Type | Example | Description | -|---|---|---| -| **Standard** | ![Combobox_Standard](../../../../images/img24834.png) | Allows yous to select only a single value. | -| **Checked** | ![Combobox_Checked](../../../../images/img24835.png) | Allows you to select multiple values in the invoked drop-down list. | - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. - -You can switch the list box type in the ribbon **Design** tab. - -![ListboxTypes_Ribbon](../../../../images/img24837.png) - -| List Box Type | Example | Description | -|---|---|---| -| **Checked** | ![Listbox_Checked](../../../../images/img24840.png) | Allows you to select multiple values in the list box. | -| **Radio** | ![Listbox_Radio](../../../../images/img24841.png) | Allows you to select only a single value in the radio group. | - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![Treeview_Checked](../../../../images/img24843.png) - -You can manage the initial expanded state of filter values using the **Auto Expand** button in the **Design** ribbon tab. - -![Treeview_AutoExpand](../../../../images/img24844.png) - -## Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../../../images/datefilter-autoheight.png) - -See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md deleted file mode 100644 index 4b60295246..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 17941 ---- -# Interactivity -This document describes the filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -> [!IMPORTANT] -> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. - -Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). - -![FilterElements_Interactivity](../../../../images/img24829.png) - -You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the **State/Province** filter element contains states related to the 'United States' value, while the **City** filter element contains cities related to the 'New York' value. - -![CascadingFiltering](../../../../images/img24833.png) - -Disable the **Ignore Master Filters** option for the required filter element to allow applying filtering to this element. - -## Filter Element Options -_Standard_ Combo Box and _Radio_ List Box filter elements have the _(Allow Empty Filter)_ option that enables the filter mode without selected items. To enable the mode, click the **Allow Empty Filter** button in the **Design** ribbon tab. - -![ShowAllValue_Ribbon](../../../../images/img26111.png) - -The **Enable Search** button displays the search box that allows you to search and filter as you type: - -![Enable_Search](../../../../images/img256001.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md deleted file mode 100644 index 571ce57b0a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 17940 ---- -# Providing Data -This topic describes how to bind filter elements to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a consistent manner (see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details), the only difference being the data sections that these dashboard items comprise. - -## Binding Overview -All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. - -To learn about the specifics of binding various filter elements to data, see the table below. - -| Dashboard Item | Data Sections | Description | -|---|---|---| -| **Combo Box** | ![ComboBox_ProvidingData](../../../../images/img24813.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the drop-down list will contain combinations of dimension values. | -| **List Box** | ![ListBox_ProvidingData](../../../../images/img24814.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | -| **Tree View** | ![TreeView_ProvidingData](../../../../images/img24815.png) | The Tree View filter element allows you to display dimension values in a hierarchical way. This can be the set of dimensions with different [group intervals](../../data-shaping/grouping.md) (for instance, Year/Quarter/Month) or the set of related dimensions (for instance, geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges.md deleted file mode 100644 index 1c2ab06903..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 16593 ---- -# Gauges -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![MainFeatures_Gauges](../../../images/img18176.png) - -This section consists of the following subsections: -* [Providing Data](gauges/providing-data.md) - - Provides information about how to supply the Gauge dashboard item with data. -* [Delta](gauges/delta.md) - - Provides an overview of the Gauge dashboard item's capability to display the difference between two parameters. -* [Gauge Scale](gauges/gauge-scale.md) - - Describes options that relate to the gauge scales. -* [Interactivity](gauges/interactivity.md) - - Describes features that enable interaction between the Gauge dashboard item and other items. -* [Layout](gauges/layout.md) - - Describes layout options of the Gauge dashboard item. -* [Style](gauges/style.md) - - Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/delta.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/delta.md deleted file mode 100644 index 73b2a2474b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/delta.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 16595 ---- -# Delta -Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). - -![Delta_Gauge](../../../../images/img20029.png) - -To customize settings that relate to the calculation and display of deltas, use the options buttons (the ![DataItemsArea_OptionsButton](../../../../images/img20167.png) icon) displayed next to the data item container in the Gauges section of the DATA ITEMS pane. - -![Gauges_DeltaOptions_OptionsButton](../../../../images/img19991.png) - -These buttons invoke the **Gauge Options** dialog. - -![Gauges_DeltaOptions_OptionsWindow](../../../../images/img19992.png) - -Use it to define the condition for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance. -* [Delta Values](#deltavalues) -* [Delta Indication](#deltaindicationcondition) -* [Comparison Tolerance](#comparisontolerance) - -## Delta Values -You can specify which values should be displayed within gauges. Use the **Value type** combo box in the **Gauge Options** window to select the value that will be displayed as the delta value. - -| Value Type | Result | -|---|---| -| Actual Value | ![Gauges_Delta_Values_ActualValue](../../../../images/img20094.png) | -| Absolute Variation | ![Gauges_Delta_Values_AbsoluteVariation](../../../../images/img20093.png) | -| Percentage Variation | ![Gauges_Delta_Values_PercentVariation](../../../../images/img20096.png) | -| Percentage of Target | ![Gauges_Delta_Values_PercentOfTarget](../../../../images/img20095.png) | - -## Delta Indication -You can specify the condition for displaying delta indication. To do this, use the **Result indication** combo box in the **Gauge Options** window. -* Greater is Good - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication is displayed. - - ![Gauges_Delta_Indication_GreaterIsGood](../../../../images/img20088.png) -* Less is Good - The 'bad' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication is displayed. - - ![Gauges_Delta_Indication_LessIsGood](../../../../images/img20089.png) -* No Indication - Indication is not displayed. - - ![Gauges_Delta_Indication_NoIndication](../../../../images/img20090.png) -* Warning if Greater - A warning is displayed if the actual value exceeds the target value; otherwise, no indication is displayed. - - ![Gauges_Delta_Indication_WarningIfGreater](../../../../images/img20091.png) -* Warning if Less - A warning is displayed if the target value exceeds the actual value; otherwise, no indication is displayed. - - ![Gauges_Delta_Indication_WarningIfLess](../../../../images/img20092.png) - -## Comparison Tolerance -The comparison tolerance allows you to create more advanced conditions for displaying delta indication. For instance, you can specify that a specific indication should be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. - -Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md deleted file mode 100644 index 0cdf11f339..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Gauge Scale -author: Natalia Kazakova -legacyId: 16596 ---- -# Gauge Scale -By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. - -![Gauges_MinimumMaximumValues](../../../../images/img18659.png) - -You can override this behavior and specify the maximum and minimum values on the scale. - -To do this, invoke the **Gauge Options** window using the **Options** button displayed in the data item container in the Gauges section of the DATA ITEMS pane. - -![Gauges_DeltaOptions_OptionsButton](../../../../images/img19991.png) - -In the **Gauge Options** window, uncheck the **Auto** check box for the maximum or minimum value, and specify this value in the corresponding field. - -![Gauges_Scale_OptionsWindow](../../../../images/img20099.png) - -The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. - -![Gauges_Scale_OptionsWindow_Format](../../../../images/gauges_scale_optionswindow_format.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md deleted file mode 100644 index aa973d650b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16599 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a gauge to view the details. - -![Anim_Gauges_DrillDown](../../../../../images/img19997.gif) - -> [!NOTE] -> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a gauge. - -Drill-down requires that the **Series** section contains several dimensions, from the least detailed to the most detailed dimension. - -![Cards_Interactivity_DrillDown_DataItems](../../../../../images/img19987.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Drill Up** command in the Gauge’s context menu. - -![DrillUpCommand_ContextMenu](../../../../../images/img22786.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md deleted file mode 100644 index 89440518f3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16598 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -When master filtering is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). - -![Anim_Gauges_MasterFilter](../../../../../images/img19998.gif) - -To learn how to enable master filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Clear Master Filter** command in the Gauge’s context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/layout.md deleted file mode 100644 index 1aa490935c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/layout.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16600 ---- -# Layout -The **Gauge** dashboard item allows you to specify the number of columns or rows in which individual gauges are arranged. - -To control how gauges are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. - -By default, the **Auto Arrange** option is enabled, which automatically resizes gauges to fit within the dashboard item. - -![Gauges_Layout_AutoArrange](../../../../images/img20007.png) - -You can also specify the number of columns in which gauges are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Gauges_Layout_ArrangeInColumns](../../../../images/img20005.png) - -Similarly, you can arrange pies in a specific number of rows by clicking the **Arrange in Rows** button. - -![Gauges_Layout_ArrangeInRows](../../../../images/img20006.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/providing-data.md deleted file mode 100644 index 01458dadff..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16594 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data in the Designer. - -The image below shows a sample Gauge dashboard item that is bound to data. - -![GaugeProvidingData_Main](../../../../images/img117703.png) - -To bind the Gauge dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Gauge's data sections. - -| Section | Description | -|---|---| -| **Gauges** | Contains data items used to calculate values displayed by gauges. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, gauges show the difference between actual and target values. You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the dashboard item caption. This drop-down menu is available if the Series section is not empty. Otherwise, a separate gauge is created for each data item container, and all gauges are displayed simultaneously. | -| **Series** | Contains data items whose values are used to label gauges. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/style.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/style.md deleted file mode 100644 index d6392e316f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/style.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 16601 ---- -# Style -The **Gauge** dashboard item allows you to select the gauge type. - -The following types are supported. - -**Full Circular:** - -![Gauges_ViewType_FullCircular](../../../../images/img18618.png) - -**Half Circular:** - -![Gauges_ViewType_HalfCircular](../../../../images/img18619.png) - -**Left-Quarter Circular:** - -![Gauges_ViewType_LeftQuarterCircular](../../../../images/img18620.png) - -**Right-Quarter Circular:** - -![Gauges_ViewType_RightQuarterCircular](../../../../images/img18623.png) - -**Three-Fourths Circular** - -![Gauges_ViewType_ThreeQuarterCircular](../../../../images/img18624.png) - -**Linear Horizontal:** - -![Gauges_ViewType_LinearHorizontal](../../../../images/img18621.png) - -**Linear Vertical:** - -![Gauges_ViewType_LinearVertical](../../../../images/img18622.png) - -To select the gauge type, use the buttons in the **Style** group of the **Design** Ribbon tab. - -![Gauges_ViewType_Ribbon](../../../../images/img20166.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps.md deleted file mode 100644 index 6c21b6e60c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 16612 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. - -![MapsOverview_GeoPointMap](../../../images/img23628.png) - -This section consists of the following subsections. -* [Map Types Overview](geo-point-maps/map-types-overview.md) - - Lists the available types of Geo Point maps and their features. -* [Providing Maps](geo-point-maps/providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) - - Describe specific capabilities of various Geo Point Map types. -* [Clustering](geo-point-maps/clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Interactivity](geo-point-maps/interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](geo-point-maps/labels.md) - - Describes how to display additional information related to map shapes. -* [Map Navigation](geo-point-maps/map-navigation.md) - - Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md deleted file mode 100644 index b42e567673..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Bubble Map -author: Natalia Kazakova -legacyId: 16718 ---- -# Bubble Map -The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - -![MapsOverview_BubbleMap](../../../../images/img23629.png) - -Topics in this section describe specific capabilities of the Bubble Map dashboard item. -* [Providing Data](bubble-map/providing-data.md) -* [Coloring](bubble-map/coloring.md) -* [Legends](bubble-map/legends.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md deleted file mode 100644 index aa2ae44d17..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16782 ---- -# Coloring -The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles depending on the [provided](providing-data.md) values. - -![BubbleMap_DataItems](../../../../../images/img23580.png) - -To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. - -![BubbleMapWin_ColorScaleOptionsDialog](../../../../../images/img126626.png) - -You can specify the following settings in this window. -* **Color palette** - allows you to specify the start and end color of the palette. -* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. -* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md deleted file mode 100644 index de0bb29b34..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 17257 ---- -# Legends -Bubble Map provides two types of legends used to identify map objects - color and weighted legends. -* [Color Legend](#color) -* [Weighted Legend](#weighted) - -## Color Legend -The color legend helps you to identify which colors correspond to specific values. - -![ChoroplethMap_Legend](../../../../../images/img22232.png) - -To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../../../images/img22233.png) - -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../../../images/img22236.png) - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific bubble sizes. - -![GeoPointMap_WeightedLegend](../../../../../images/img23624.png) - -To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. - -![ShowWeightedLegendRibbon](../../../../../images/img23625.png) - -To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![WeightedLegendPosition_Ribbon](../../../../../images/img23627.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md deleted file mode 100644 index 598bf0700b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16781 ---- -# Providing Data -This topic describes how to bind the **Bubble Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Bubble Map dashboard item that is bound to data. - -![BubbleMap_DataItems](../../../../../images/img23580.png) - -Note that the Bubble Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** -* **Latitude** - Accepts a dimension used to provide geographic latitude. -* **Longitude** - Accepts a dimension used to provide geographic longitude. -* **Weight** - Accepts a measure used to evaluate the bubble's weight. -* **Color** - Accepts a measure used to evaluate the bubble's color. - - The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles. To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. To learn how to use this dialog, see [Coloring](coloring.md). - -**TOOLTIP DATA ITEMS** -* **Dimensions** - Accepts dimensions allowing you to add supplementary content to the tooltips. -* **Measures** - Accepts measures allowing you to add summaries to the tooltips. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md deleted file mode 100644 index 45b290e533..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Clustering -author: Natalia Kazakova -legacyId: 17256 ---- -# Clustering -When a **Geo Point** map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The **Dashboard Designer** provides the capability to group neighboring map objects. This feature is called **Clustering**. - -For instance, the **Geo Point Map** dashboard item combines callouts to bubbles. - -![ClusteredCallouts](../../../../images/img23590.png) - -The **Bubble Map** and **Pie Map** dashboard items cluster bubbles/pies with other bubbles/pies. - -![ClusteringPies](../../../../images/img23641.png) - -To enable clustering in the Designer, use the **Enable Clustering** button in the **Data** ribbon tab. - -![ClusteringButton_Ribbon](../../../../images/img23585.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md deleted file mode 100644 index 8b24b94c31..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Geo Point Map -author: Natalia Kazakova -legacyId: 16714 ---- -# Geo Point Map -The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - -![MapsOverview_GeoPointMap](../../../../images/img23628.png) - -Topics in this section describe specific capabilities of the Geo Point Map dashboard item. -* [Providing Data](geo-point-map/providing-data.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md deleted file mode 100644 index 8d41012f62..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16614 ---- -# Providing Data -This topic describes how to bind the **Geo Point Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Geo Point Map dashboard item that is bound to data. - -![GeoPointMap_DataItems](../../../../../images/img23579.png) - -Note that the Geo Point Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** - -| Section | Description | -|---|---| -| **Latitude** | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Accepts a dimension used to provide geographic longitude. | -| **Value** | Accepts values related to geographic points. These values are displayed within map callouts. | - -**TOOLTIP DATA ITEMS** - -| Section | Description | -|---|---| -| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md deleted file mode 100644 index 4a882e12d3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16615 ---- -# Interactivity -This document describes the **Master Filtering** capability, which enables interaction between the **Geo Point Map** and other dashboard items. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFilter](../../../../images/img22296.png) - -> [!NOTE] -> When you select a [clustered](clustering.md) bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the context menu. - -![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md deleted file mode 100644 index 803a845264..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 17937 ---- -# Labels -Geo Point maps provide the capability to display titles within map shapes and allows you to add supplementary content to the callout/bubble/pie tooltips. - -## Shape Titles -To manage map titles, click the **Shape Title** button in the **Design** ribbon tab. - -![ShapeTitleButton_Ribbon](../../../../images/img25024.png) - -This invokes the **Shape Title Settings** dialog. - -![GeoPointMap_ShapeTitleDialog](../../../../images/img25025.png) - -In this dialog, you can specify attributes whose values will be displayed within shapes. Use the ![Map_LoupeButton](../../../../images/img24941.png) button to preview the available attributes and their values for the current map. - -The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. - -![GeoPointMap_CustomTitle_Sum](../../../../images/img25026.png) - -## Tooltips -Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the Tooltip Data Items paragraph in the [Providing Data](geo-point-map/providing-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md deleted file mode 100644 index 18da7f465d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 17936 ---- -# Map Navigation -Geo Point maps allow you to perform navigation actions such as zooming and scrolling. - -The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Geo Point map using the mouse. - -You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. - -![MapNavigationGroup](../../../../images/img25019.png) - -Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md deleted file mode 100644 index d0bb0100c7..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Map Types Overview -author: Natalia Kazakova -legacyId: 17255 ---- -# Map Types Overview -The **Dashboard Designer** allows you to create three types of **Geo Point** maps. -* The **[Geo Point Map](geo-point-map.md)** dashboard item allows you to place callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap](../../../../images/img23628.png) -* The **[Bubble Map](bubble-map.md)** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - - ![MapsOverview_BubbleMap](../../../../images/img23629.png) -* The **[Pie Map](pie-map.md)** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![MapsOverview_PieMap](../../../../images/img23630.png) - -To create the required **Geo Point Map** dashboard item, use the **Geo Point Maps** button in the **Home** ribbon tab. - -![GeoPointMapsButton_Ribbon](../../../../images/img23576.png) - -To learn more about common capabilities of all Geo Point map types, see the following topics. -* [Providing Maps](providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Clustering](clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Interactivity](interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](labels.md) - - Describes how to display additional information related to map shapes. -* [Map Navigation](map-navigation.md) - - Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md deleted file mode 100644 index 68419a5cb3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Pie Map -author: Natalia Kazakova -legacyId: 16779 ---- -# Pie Map -The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - -![MapsOverview_PieMap](../../../../images/img23630.png) - -Topics in this section describe specific capabilities of the Pie Map dashboard item. -* [Providing Data](pie-map/providing-data.md) -* [Pie Options](pie-map/pie-options.md) -* [Coloring](pie-map/coloring.md) -* [Legends](pie-map/legends.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md deleted file mode 100644 index 5e6e07914c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16789 ---- -# Coloring -In **Default** color mode, the Pie Map dashboard item colors its segments in the following way: - -* If the Pie Map dashboard item contains arguments (the **Arguments** section), different argument values are colored by [hue](../../../appearance-customization/coloring/coloring-concepts.md). -* If the Pie Map dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by hue. - -The image below illustrates the Pie Map dashboard item whose argument values are painted in different colors. A special icon (![ColoringIndicator](../../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![PieMap_DataItems](../../../../../images/img23581.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md deleted file mode 100644 index f207030d65..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 16794 ---- -# Legends -The Pie Map provides two types of legends used to identify map objects - color and weighted legends. -* [Color Legend](#color) -* [Weighted Legend](#weighted) - -## Color Legend -The color legend helps you to identify which colors correspond to specific argument values. - -![PieMap_LegendExample](../../../../../images/img126627.png) - -To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. - -![ChoroplethMap_ShowLegend_Ribbon](../../../../../images/img22233.png) - -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Map_LegendPosition_Ribbon](../../../../../images/img22236.png) - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific pie sizes. - -![GeoPointMap_WeightedLegend](../../../../../images/img23624.png) - -> [!NOTE] -> The Pie Map dashboard item does not display the weighted legend if [weighed pies](pie-options.md) are disabled. - -To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. - -![ShowWeightedLegendRibbon](../../../../../images/img23625.png) - -To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![WeightedLegendPosition_Ribbon](../../../../../images/img23627.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md deleted file mode 100644 index 586308b22d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Pie Options -author: Natalia Kazakova -legacyId: 16788 ---- -# Pie Options -The Pie Map dashboard item allows you to take into account the weight of pies. In this case, the relative sizes of the pies depend on the corresponding summary values. - -![WeightedPies](../../../../../images/img126625.png) - -To enable this capability, use the **Weighted Pies** button in the **Design** ribbon tab. - -![WeightedPies_Ribbon](../../../../../images/img23646.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md deleted file mode 100644 index 5d67b95f35..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16783 ---- -# Providing Data -This topic describes how to bind the **Pie Map** dashboard item to data using the **Dashboard Designer**. - -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. - -The image below shows a sample Pie Map dashboard item that is bound to data. - -![PieMap_DataItems](../../../../../images/img23581.png) - -Note that the Pie Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. -Tables below list the available data sections. - -**DATA ITEMS** - -| Section | Description | -|---|---| -| **Latitude** | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Accepts a dimension used to provide geographic longitude. | -| **Values** | Accepts measures used to calculate pie values. In case of negative measure values, Pie Map uses their absolute values. If you added a data item to the **Argument** section and several data items to the **Values** section, you can use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../../images/img20169.png) icon in the map's [caption](../../../dashboard-layout/dashboard-item-caption.md) or use the map's context menu. | -| **Argument** | Allows you to provide data for pie arguments. | - -**TOOLTIP DATA ITEMS** - -| Section | Description | -|---|---| -| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md deleted file mode 100644 index 4a9b47ae38..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 16613 ---- -# Providing Maps -This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. - -## Default Maps -DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a world map. -* **Europe** - a map of Europe. -* **Asia** - a map of Asia. -* **North America** - a map of North America. -* **South America** - a map of South America. -* **Africa** - a map of Africa. -* **USA** - a map of the USA. -* **Canada** - a map of Canada. - -> [!NOTE] -> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. - -To select the default map, use the **Default Map** button in the **Design** ribbon tab. - -![Map_DefaultMaps_Ribbon](../../../../images/img22183.png) - -As an alternative, use the corresponding command in the map's context menu. - -## Custom Maps -DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. -* **.shp** file - holds map shapes (points/lines/polygons). -* **.dbf** file - contains attributes for each shape. - -To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). - -![Map_LoadOpenMap_Ribbon](../../../../images/img22192.png) - -In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. - -> [!NOTE] -> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. - -> [!NOTE] -> Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid.md deleted file mode 100644 index 33c170ca18..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 16561 ---- -# Grid -The topics in this section describe the features available in the **Grid** dashboard item, and provide extensive information on how to create and customize grids in the **Dashboard Designer**. - -![MainFeatures_Grid](../../../images/img18177.png) - -This section consists of the following subsections. -* [Providing Data](grid/providing-data.md) - - Provides information about how to supply the Grid dashboard item with data. -* [Columns](grid/columns.md) - - Describes different types of grid columns. -* [Interactivity](grid/interactivity.md) - - Describes features that imply interaction between the Grid and other dashboard items. -* [Conditional Formatting](grid/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. -* [Totals](grid/totals.md) - - Describes totals that allow you to calculate summaries against values displayed within Grid columns. -* [Layout](grid/layout.md) - - Describes the Grid's layout options. -* [Column Filter](grid/column-filter.md) - - Describes how you can search data in the Grid item. -* [Style](grid/style.md) - - Describes the Grid's style settings. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/column-filter.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/column-filter.md deleted file mode 100644 index 071ea42f2e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/column-filter.md +++ /dev/null @@ -1,56 +0,0 @@ -# Column Filter for a WinForms Grid Item - -Column filters (filter row and header filter) allow users to search data in the Grid item. These filters do not affect data outside the Grid. - -## Filter Row - -The **filter row** allows a user to filter data by individual column values. To display a filter row, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Filter Row** button in the **Column Filter** group: - -![WinForms Designer - Display a filter row](../../../../images/win-designer-display-filter-row.png) - -When the filter row appears, a user can enter the condition in the text box to filter column values: - -![WinForms Designer - Filter row](../../../../images/win-designer-filter-row-text-box.png) - -The filter row's cells can be of different types--text boxes for string and numeric values, calendars for dates, and so on. - -## Header Filter - -The **header filter** allows users to filter values in an individual column. A user can include or exclude values from the applied filter to show the result. - -![WinForms Designer - Header filter](../../../../images/win-designer-header-filter.png) - -The header filter is always enabled, so you cannot disable it in the UI. - -## Update Totals - -A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. - -To update totals, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Update Totals** button in the **Column Filter** group: - -![WinForms Designer - Enable Totals Updates](../../../../images/win-designer-recalculate-totals.png) - -As a result, the Grid item recalculates totals depending on the applied column filters: - -![WinForms Designer - Updated totals in a filter row](../../../../images/win-designer-filter-row-update-totals.png) - -## Limitations - -### Filter Row Limitations - -The following Grid [columns](columns.md) do not support the filter row: - -- Dimension (for Image display mode only) -- Measure (for Bar display mode only) -- Sparkline -- Delta - -A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. - -### Update Totals Limitations - -You cannot enable totals recalculation in OLAP data sources. - -### Other Limitations - -Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md deleted file mode 100644 index 37f9fdc3fa..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Column Type Overview -author: Natalia Kazakova -legacyId: 16564 ---- -# Column Type Overview -The **Grid** dashboard item supports four types of columns. -* [Dimension Column](dimension-column.md) - - Displays values in the bound data item "as is". -* [Hyperlink Column](hyperlink-column.md) - - Allows you to display hyperlinks in the Grid dashboard item. -* [Measure Column](measure-column.md) - - Displays summaries calculated against data in the bound data item. -* [Delta Column](delta-column.md) - - Bound to two measures, it calculates summaries for both measures, and displays the difference between these summaries. -* [Sparkline Column](sparkline-column.md) - - Displays values in the bound data item using sparklines. - -![Grid_ColumnTypes](../../../../../images/img19187.png) - -When you drop a data item into the **Columns** section, the type for the new column is determined automatically, based on the data type. - -## Column Type Indication -The type of the column is indicated within the corresponding data item container in the DATA ITEMS area. - -![Grid_Columns_ColumnTypeIndicators](../../../../../images/img19668.png) - -Column type indicators are defined as follows: - -| Icon | Column Type | -|---|---| -| ![Grid_ColumnTypeIndicators_DimensionColumn](../../../../../images/img19670.png) | [Dimension Column](dimension-column.md) | -| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../../images/img21673-hyperlink.png) | [Hyperlink Column](hyperlink-column.md) | -| ![Grid_ColumnTypeIndicators_MeasureColumn](../../../../../images/img19671.png) | [Measure Column](measure-column.md) | -| ![Grid_ColumnTypeIndicators_DeltaColumn](../../../../../images/img19669.png) | [Delta Column](delta-column.md) | -| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../../images/img21673.png) | [Sparkline Column](sparkline-column.md) | - -## Changing Column Type -To change the column type, click the column type indicator. In the invoked **Column Options** window, select the required column type in the **Column type** section. - -![Grid_Columns_ChangeColumnType](../../../../../images/img19667.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md deleted file mode 100644 index fd37ebe8e2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Delta Column -author: Natalia Kazakova -legacyId: 16567 ---- -# Delta Column -A **delta column** calculates summaries against two measures, and displays the difference between these summaries. This difference can be indicated with a numeric value displayed within the delta element and an additional delta indication. - -![Grid_DeltaColumn](../../../../../images/img19228.png) - -## Data Binding Specifics -Delta columns are bound to two measures that provide two values: the **Actual** value and the **Target** value. The difference between these values is displayed in the column. - -When you switch the column type to **Delta**, the data item container is changed, to accept the Actual and Target measures. - -![Grid_ColumnTypes_DeltaColumns_DataBinding](../../../../../images/img19680.png) - -## Display Mode -Values in the delta column can be displayed as text, or represented by bars. - -![Grid_DeltaColumn_Bars](../../../../../images/img19229.png) - -To select between these modes, invoke the **Column Options** window (see the [Column Type Overview](column-type-overview.md) topic to learn how to do this) and select **Value** or **Bar**. - -![Grid_ColumnTypes_DeltaColumn_Options_Bar](../../../../../images/img19678.png) - -If bars are displayed, use the **Always show zero level** check box to specify whether the bar's minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked). - -![Grid_ColumnTypes_AlwaysShowZeroLevel](../../../../../images/img20131.png) - -## Delta Values and Indication -If the display type is set to **Value**, the **Column Options** window displays options that allow you to configure delta values and indication. - -![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../../images/img19679.png) - -You can specify which values should be displayed in the delta column. To do this, use the **Value type** combo box in the **Column Options** window. - -| Actual value | Absolute variation | Percent variation | Percent of target | -|---|---|---|---| -| ![Grid_Delta_Values_ActualValue](../../../../../images/img20117.png) | ![Grid_Delta_Values_AbsoluteVariation](../../../../../images/img20116.png) | ![Grid_Delta_Values_PercentVariation](../../../../../images/img20119.png) | ![Grid_Delta_Values_PercentOfTarget](../../../../../images/img20118.png) | - -To specify the condition for displaying delta indication, use the **Result indication** combo box in the **Column Options** window. - -| Greater is good | Less is good | Warning if greater | Warning if less | No indication | -|---|---|---|---|---| -| ![Grid_Delta_Indication_LessIsGood](../../../../../images/img20112.png) | ![Grid_Delta_Indication_LessIsGood](../../../../../images/img20112.png) | ![Grid_Delta_Indication_WarningIfGreater](../../../../../images/img20114.png) | ![Grid_Delta_Indication_WarningIfLess](../../../../../images/img20115.png) | ![Grid_Delta_Indication_NoIndication](../../../../../images/img20113.png) | - - -The **Format** tab allows you to specify the numeric display format for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![](../../../../../images/grid_columntypes_deltacolumn_options_numericformat.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. - -## Comparison Tolerance -The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. - -Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. - -![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../../images/img19679.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md deleted file mode 100644 index e6956e2113..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Hyperlink Column -author: Natalia Kazakova ---- -# Hyperlink Column - -A _hyperlink_ column allows you to display hyperlinks in the Grid dashboard item. - -![GridHyperLinkColumn_Example_Win](../../../../../images/GridHyperLinkColumn_Example_Win.png) - -You can provide hyperlinks as a separate data column. or they can be automatically created at run-time from any column using the specified **URI pattern**. - -In this document, the sample data source contains four fields: country name, official country name, Wikipedia country page's URI and the GDP value. - -![GridHyperLinkColumn_UnderlyingDataSource](../../../../../images/GridHyperLinkColumn_UnderlyingDataSource.png) - -The following sections describe how to create hyperlink columns in more detail: - -- [Data Field Containing Uri Values](#data-field-containing-uri-values) -- [Uri Pattern](#uri-pattern) - -## Data Field Containing Uri Values - -Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. - -![GridHyperLinkColumn_InitialGrid](../../../../../images/GridHyperLinkColumn_InitialGrid.png) - -[Drop](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the _Link_ field between the _Name_ and the _GDP (Sum)_ data items. The Grid recognizes this field as **dimension** and displays links as plain text. - -![GridHyperLinkColumn_HyperlinkAsText](../../../../../images/GridHyperLinkColumn_HyperlinkAsText.png) - -Click the [Column Type Indicator](column-type-overview.md) button next to the _Name_ data item and change its type to **Hyperlink**. - -![GridHyperlinkColumn_column_options](../../../../../images/gridhyperlinkcolumn_column_options.png) - -The Grid displays column values as clickable hyperlinks allowing you to navigate to the Wiki's pages. - -![GridHyperLinkColumn_HyperlinkAsLink](../../../../../images/GridHyperLinkColumn_HyperlinkAsLink.png) - -You can bind the Display value and URI value to different data fields. Click the _New Column_ data item placeholder and change its type to **Hyperlink**. - -![GridHyperlinkColumn_hyperlinkandurifromdata](../../../../../images/gridhyperlinkcolumn_hyperlinkandurifromdata.png) - -Drag and drop the _OfficialName_ field to the _Display Value_ data item placeholder to display official country names. Drag and drop the _Link_ field to the _Uri_ data item placeholder to specify URIs. - -The grid displays official country names with links obtained from the _Link_ data source field. - -![GridHyperLinkColumn_HyperlinkWithDisplayText](../../../../../images/GridHyperLinkColumn_HyperlinkWithDisplayText.png) - -## Uri Pattern -In this case, a specified URI pattern is used to generate links. - -Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. - -![GridHyperLinkColumn_InitialGrid](../../../../../images/GridHyperLinkColumn_InitialGrid.png) - -Click the [Column Type Indicator](column-type-overview.md) button next to the Name data item and change its type to **Hyperlink**. Specify the **URI Pattern** option as follows: - -```https://en.wikipedia.org/wiki/{0}``` - -![GridHyperLinkColumn_ColumnOptionsDialog](../../../../../images/GridHyperLinkColumn_ColumnOptionsDialog.png) - -The ```{0}``` placeholder is replaced with the _Name_ data item value. The links are generated for country names and displayed in the grid as illustrated in the following picture. - -![GridHyperLinkColumn_UriPatternLink](../../../../../images/GridHyperLinkColumn_UriPatternLink.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md deleted file mode 100644 index d86956f8c9..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Measure Column -author: Natalia Kazakova -legacyId: 16566 ---- -# Measure Column -A **measure column** displays summaries calculated against data in a bound data item. - -![Grid_ColumnTypes](../../../../../images/img19187.png) - -Values in the measure column can be displayed as text or represented by bars. - -![Grid_MeasureColumn_Bars](../../../../../images/img19232.png) - -To select between these modes, invoke the **Column Options** window (see [Column Type Overview](column-type-overview.md) to learn how to do this) and select **Value** or **Bar**. - -![Grid_ColumnTypes_MeasureColumn_Options](../../../../../images/img19674.png) - -If bars are displayed, use the **Always show zero level** check box to specify whether the bar's zero level is always visible. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md deleted file mode 100644 index 564a1b7c93..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114224 ---- -# Conditional Formatting -A Grid dashboard item applies conditional formatting to data items that supply data to the [dimension](columns/dimension-column.md) and [measure](columns/measure-column.md) column types. - -![grid-with-applied-format-rules](../../../../images/grid-with-applied-format-rules.png) - -You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -## Supported Format Rules - -The following list contains available format rules and corresponding data types: -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Grid-Specific Format Condition Settings - -Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. The image below displays the **Greater Than** dialog, which corresponds to the [Value](../../appearance-customization/conditional-formatting/value.md) format condition for a Grid dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. - -![GreaterThanDialog](../../../../images/img118555.png) - -The **Apply to row** check box allows you to specify whether to apply the formatting to the entire grid row. - -You can configure and customize current format condition appearance settings. - -* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. - - ![NewRuleDialog_AppearanceTab](../../../../images/img118585.png) - -* Add a predefined icon in the **Icons** tab. - - diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md deleted file mode 100644 index 3f147e316a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16571 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The **Grid** dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Anim_Grid_DrillDown](../../../../../images/img19684.gif) - -> [!NOTE] -> When [Master Filtering](../../cards/interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a grid row. - -Drill-down requires that the **Columns** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![Grid_Interactivity_DrillDown_DataItems](../../../../../images/img19685.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../../images/img18627.png) icon) within the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Drill Up** command in the grid's context menu. - -![DrillUpCommand_ContextMenu](../../../../../images/img22786.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md deleted file mode 100644 index 2f60b95174..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16570 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -## Configure Master Filters in the Designer -The **Grid** dashboard item supports filtering by rows. - -When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). - -![MainFeatures_MasterFiltering_Win](../../../../../images/img25347.gif) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../../images/img19686.png) icon) in the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Clear Master Filter** command in the grid's context menu. - -![ContextMenu_ClearMasterFilter](../../../../../images/img22716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/layout.md deleted file mode 100644 index 2662b4ce70..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/layout.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16576 ---- -# Layout -The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. - -To do this, use the **Layout** and **Column Width Mode** groups in the **Design** Ribbon tab. - -![Grid_Layout_Ribbon](../../../../images/img19697.png) -* [Column Width Modes](#column-width-modes) -* [Column Header](#column-header) -* [Cell Merging](#cell-merging) -* [Word Wrapping](#word-wrapping) - -## Column Width Modes -The Grid dashboard item allows you to manage column widths using different modes. Use buttons in the **Column Width Mode** group to manage the column width modes. - -![Grid_ColumnAutoWidth_Ribbon](../../../../images/img24746.png) - -The following modes are available. - -### AutoFit to Contents - -The grid adjusts columns to the minimum width required to completely display their content automatically. If the entire content cannot be displayed within the dashboard item, horizontal scrolling is enabled.. - -### AutoFit to Grid - -The grid adjusts the width of all columns to fit their content in an optimal way. If you are changing the size of the dashboard item, the width of columns is changed proportionally.. - -### Manual - -The grid allows you to adjust column widths manually. - -In this mode, you can adjust the width of individual columns in the following ways. -* Specify the width of the required column by dragging the right edge of the column header. - - ![Grid_ManualColumnWidth](../../../../images/img24747.png) - - In this case, all columns preserve their relative size when the grid width is changed. -* Specify the column width and fix it by right-clicking the required column header and selecting **Fix Width**. - - ![Grid_FixColumnWidth](../../../../images/img24937.png) - - You can also specify the fixed column width by selecting **Column Width...** This invokes the **Column Width** window that allows you to specify the width of the column in characters. - - ![Grid_ColumnWidthDialog](../../../../images/img26123.png) -* Fit the column width to its content and fix it by right-clicking the required column header and selecting **Fit to Content**. - -## Column Header -Use the **Column Headers** button to toggle column header visibility. - -![Grid_Layout_NoLinesAndHeaders](../../../../images/img19700.png) - -## Cell Merging -The Grid allows you to merge neighboring cells with identical values . To do this, use the **Merge Cells** button. - -![Grid_Layout_MergeCells](../../../../images/img19698.png) - -> [!NOTE] -> Note that [banded rows](style.md) are not available when cell merging is enabled. - -## Word Wrapping -The word wrapping feature enables the capability to display cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. - -![Grid_WordWrapping](../../../../images/img24749.png) - -> [!NOTE] -> The word wrapping feature is not in effect when the **AutoFit to Contents** [column width mode](#column-width-modes) is enabled. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/providing-data.md deleted file mode 100644 index a6df6abc8d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/providing-data.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16562 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data in the Designer. - -The image below shows a sample Grid dashboard item that is bound to data. - -![GridProvidingData_Main](../../../../images/img117700.png) - -To bind the Grid dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Grid's data sections. - -| Section | Description | -|---|---| -| **Columns** | Contains data items that provide values for grid columns. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Column** data item allows you to select the [column type](columns/column-type-overview.md) and specify their options. | -| **Sparkline** | Contains a data item that provides arguments for sparkline columns. To learn more, see [Sparkline Column](columns/sparkline-column.md). | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/style.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/style.md deleted file mode 100644 index 0e51ab895c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/style.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 17928 ---- -# Style -The Grid dashboard item allows you to specify various style settings. - -To do this, use the **Style** group in the **Design** Ribbon tab. - -![Grid_RibbonStyleGroup](../../../../images/img24743.png) -* [Grid Lines](#grid-lines) -* [Banded Rows](#banded-rows) - -## Grid Lines -The **Horizontal Lines** and **Vertical Lines** buttons control grid line visibility. - -![Grid_Layout_NoLinesAndHeaders](../../../../images/img19700.png) - -## Banded Rows -To paint the background of odd and even rows differently, use the **Banded Rows** button. - -![Grid_Layout_BandedRows](../../../../images/img19699.png) - -> [!NOTE] -> Note that banded rows are not available when [cell merging](layout.md) is enabled. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/totals.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/totals.md deleted file mode 100644 index 67d77583f0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/totals.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Totals -author: Natalia Kazakova -legacyId: 17423 ---- -# Totals -The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. - -![Dashboard-Grid-Totals-Main](../../../../images/img120084.png) - -This topic describes how to create, edit or clear totals. - -The topic consists of the following sections. -* [Totals Overview](#overview) -* [Create and Edit Totals](#create) -* [Clear Totals](#clear) - - - -## Totals Overview -You can use the following summary functions when creating totals. -* **Count** - The number of records. -* **Sum** - The sum of the values. - - ![func_sum](../../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../../images/img4457.png) -* **Auto** - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. Note that the **Auto** type is not supported when the Grid is bound to the [OLAP](../../provide-data/connecting-to-olap-cubes.md) data source. - -You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. - -| Icon | Data Source Field Type | Supported Totals | -|---|---|---| -| ![field-list-icon-boolean](../../../../images/img18791.png) | Boolean | Count | -| ![field-list-icon-byte](../../../../images/img18792.png) | Byte | Count | -| ![field-list-icon-date-time](../../../../images/img18795.png) | Date-time | Min, Max, Count | -| ![field-list-icon-number](../../../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../../../images/img20881.png) | Numeric | All available types | -| ![field-list-icon-string](../../../../images/img18798.png) | String | Min, Max, Count | - -> [!IMPORTANT] -> Note that the **Auto** type is available only for the [Measure](columns/measure-column.md) column. - - - -## Create and Edit Totals -To create a total, use the context menu of the column header. Right-click the required column header, select **Add Total** and specify the type of summary function used to calculate a total. - -![Dashboard-Grid-Totals-AddTotal](../../../../images/img120080.png) - -To change the total type, right-click the required total and select a new total type. - -![Dashboard-Grid-Totals-ChangeTotalType](../../../../images/img120104.png) - - - -## Clear Totals -You can delete one total or all the totals in a particular column. -* To delete a single total, right-click a total and select **Remove**. - - ![Dashboard-Grid-Totals-DeleteOneTotal](../../../../images/img120107.png) -* To delete all column totals, right-click the column header and select **Clear Totals** in the invoked context menu. - - ![Dashboard-Grid-Totals-ClearTotals](../../../../images/img120106.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images.md deleted file mode 100644 index 4a3591fd41..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Images -author: Natalia Kazakova -legacyId: 16621 ---- -# Images -The Dashboard Designer allows you to add images to a dashboard. - -![MainFeatures_Image](../../../images/img18213.png) - -You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. -* [Image Types Overview](images/image-types-overview.md) -* [Providing Images](images/providing-images.md) -* [Interactivity](images/interactivity.md) -* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-settings.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-settings.md deleted file mode 100644 index 9b6947e357..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-settings.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Image Settings -author: Natalia Kazakova -legacyId: 116557 ---- -# Image Settings -You can customize the representation of Image and Bound Image dashboard items in different ways. - -## Image Alignment -To specify how the image is aligned within the dashboard item, use the **Alignment** group in the **Design** ribbon tab. - -![Image_Alignment_Ribbon](../../../../images/img20213.png) - -## Image Size Mode -You can specify the image size mode that defines how the image fits within the dashboard item. - -To do this, use the **Size Mode** group in the Ribbon's **Design** tab. - -![Image_SizeMode_Ribbon](../../../../images/img20223.png) - -The following table illustrates each size mode in two cases: when the image is smaller than the dashboard item, and vice versa. - -| Size Mode | Image Smaller than Dashboard Item | Image Larger than Dashboard Item | Description | -|---|---|---|---| -| Clip | ![Image_SizeMode_1_Clip](../../../../images/img20215.png) | ![Image_SizeMode_2_Clip](../../../../images/img20219.png) | The image is clipped if it is larger than the **Image** dashboard item. | -| Stretch | ![Image_SizeMode_1_Stretch](../../../../images/img20217.png) | ![Image_SizeMode_2_Stretch](../../../../images/img20221.png) | The image is stretched or shrunk to fit the size of the **Image** dashboard item. | -| Squeeze | ![Image_SizeMode_1_Squeeze](../../../../images/img20216.png) | ![Image_SizeMode_2_Squeeze](../../../../images/img20220.png) | If the dimensions of the **Image** dashboard item exceed those of the image it contains, the image is shown in full-size. Otherwise, the image is resized to fit the dimensions of the **Image** dashboard item. | -| Zoom | ![Image_SizeMode_1_Zoom](../../../../images/img20218.png) | ![Image_SizeMode_2_Zoom](../../../../images/img20222.png) | The image is sized proportionally (without clipping), so that it best fits the **Image** dashboard item. If the aspect ratio of the **Image** dashboard item is the same as the aspect ratio of the image, it will be resized to fit into the **Image** dashboard item while maintaining its aspect ratio. Otherwise, the image will be resized in the closest fitting dimension (either the height or the width), and the remaining dimension will be resized while maintaining the image's aspect ratio. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/interactivity.md deleted file mode 100644 index adcb6cd01f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 116561 ---- -# Interactivity -This document describes the features that enable interaction between the **Bound Image** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the **Bound Image** dashboard item can be filtered by other master filter items. For instance, the **Bound Image** below shows an image corresponding to a category selected in the [Grid](../grid.md) dashboard item. - -![ImageOverview_BoundImage](../../../../images/img123287.png) - -You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../../images/img25865.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/providing-images.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/providing-images.md deleted file mode 100644 index a251f47154..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/providing-images.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Providing Images -author: Natalia Kazakova -legacyId: 116559 ---- -# Providing Images -## Providing Static Images -To load an image to a dashboard item, use the **Load Image** and **Import Image** buttons in the Ribbon, or commands in the context menu (**Load Image...** and **Import Image...**, respectively). - -![Image_LoadImage_Ribbon](../../../../images/img20214.png) - -These commands invoke the **Open** dialog, which allows you to locate the desired image. - -The **Load Image** command saves the path to the image in the dashboard definition, while the **Import Image** command saves the image itself. - -## Binding the Bound Image to Data -The Bound Image dashboard item provides the Attribute data section containing the corresponding placeholder. - -![BoundImageDataSections](../../../../images/img123290.png) - -Specify the binding mode for the Bound Image by clicking the Options button (the icon) next to the Attribute placeholder. This invokes the following dialog. - -![ImageBindingOptionsDialog](../../../../images/img123297.png) - -This dialog provides two options. -* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. -* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. - -For instance, the URI pattern in the form below specifies the path to the folder containing the required images. - -![ImageBindingOptionsDialog_URI](../../../../images/img123307.png) - -Data source field values will be inserted to the position of the {0} placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. - -> [!NOTE] -> Note that the Bound Image can display only a single image simultaneously. If [Master Filtering](../../interactivity/master-filtering.md) is not applied to the Bound Image, it selects the displayed image in the following ways. -> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the _image_/_binary_ data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. -> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies.md deleted file mode 100644 index 33d6d5f2ed..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 16581 ---- -# Pies -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![MainFeatures_Pies](../../../images/img18178.png) - -This section consists of the following subsections: -* [Providing Data](pies/providing-data.md) - - Describes how to supply the Pie dashboard item with data. -* [Interactivity](pies/interactivity.md) - - Describes features that enable interaction between the Pie dashboard item and other items. -* [Coloring](pies/coloring.md) - - Describes coloring capabilities of the Pie dashboard item. -* [Layout](pies/layout.md) - - Describes layout options of the Pie dashboard item. -* [Labels](pies/labels.md) - - Explains how to customize data labels and tooltips. -* [Style](pies/style.md) - - Describes how to select the style of pie charts. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/coloring.md deleted file mode 100644 index a9b5516d32..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/coloring.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16984 ---- -# Coloring -In **Default** color mode, the Pie dashboard item colors its segments in the following way: - -* If the Pie dashboard item contains measures (the **Values** section) and series dimensions (the **Series** section), only values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). - - ![](../../../../images/win-coloring-pie-values-colored-by-default.png) - -* If the Pie dashboard item contains arguments (the **Arguments** section), different argument values are colored by hue. - - ![](../../../../images/win-coloring-pie-arguments-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md deleted file mode 100644 index 62778fbea0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16580 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -The **Pie** dashboard item supports drill-down on **argument** or **series** values. - -## Drill Down on an Argument -When drill down on an argument is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - -![Anim_Pies_DrillDownOnArguments](../../../../../images/img19909.png) - -> [!NOTE] -> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a pie segment. - -Drill down on an argument requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - -![Pies_Interactivity_DrillDown_Arguments_DataItems](../../../../../images/img19972.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on an argument, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../../images/img21872.png) - -...and the **Arguments** button (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../../images/img19919.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../../images/img19915.png) - -## Drill Down on a Series -When drill down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - -![Anim_Pies_DrillDownOnSeries](../../../../../images/img19910.png) - -> [!NOTE] -> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a pie chart. - -Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. - -![Pies_Interactivity_DrillDown_Series_DataItems](../../../../../images/img19973.png) - -> [!NOTE] -> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../../images/img21873.png) button if you are using the toolbar menu)... - -![Chart_Interactivity_DrillDown_Ribbon](../../../../../images/img21872.png) - -...and the **Series** button (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../../images/img19920.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../../images/img19916.png) - -## Drill Up -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md deleted file mode 100644 index e5cc731827..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16579 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -The **Pie** dashboard item supports filtering by **argument** or **series** values. - -## Filtering by Arguments -When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - -![Anim_Pies_MasterFilterByArguments](../../../../../images/img19911.png) - -To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../../images/img19919.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../../images/img19915.png) - -## Filtering by Series -When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - -![Anim_Pies_MasterFilterBySeries](../../../../../images/img19912.png) - -To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../../images/img19920.png) button if you are using the toolbar menu). - -![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../../images/img19916.png) - -## Filtering by Points -When filtering by points is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. - -![Pies_MasterFilterByPoints](../../../../../images/img120502.png) - -To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. - -![Pies_Interactivity_MasterFilter_Points_Ribbon](../../../../../images/img120503.png) - -## Reset Filtering -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the Pie's context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/labels.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/labels.md deleted file mode 100644 index 70b84d5dec..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/labels.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 16583 ---- -# Labels -![Pies_Layout_LabelsAndTooltips](../../../../images/img19947.png) - -You can specify which information should be displayed within data labels and tooltips. To do this, use the **Data Labels** and **Tooltips** buttons in the **Labels** group of the **Design** Ribbon tab. - -![Pies_Layout_Labels_Ribbon](../../../../images/img19948.png) - -These buttons invoke a drop-down menu that is similar for both buttons. This menu allows you to specify which values are displayed within data labels or tooltips. - -![Pies_Layout_Labels_DropDown](../../../../images/img19949.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/layout.md deleted file mode 100644 index 1bde4ee0ca..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/layout.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16582 ---- -# Layout -The **Pie** dashboard item allows you to specify the number of columns or rows in which individual diagrams are arranged. - -To control how pies are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. - -By default, the **Auto Arrange** option is enabled, which automatically resizes pies to fit within the dashboard item. - -![Pies_Layout_AutoArrange_Ribbon](../../../../images/img25674.png) - -![Pies_Layout_Arrangement_Auto_2](../../../../images/img25675.png) - -You can also specify the number of columns in which pies are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. - -![Pies_Layout_Arrangement_Columns_Ribbon](../../../../images/img25676.png) - -![Pies_Layout_Arrangement_Columns_2](../../../../images/img25677.png) - -Similarly, you can arrange pies in a specific number of rows. - -![Pies_Layout_Arrangement_Rows_Ribbon](../../../../images/img25678.png) - -![Pies_Layout_Arrangement_Rows_2](../../../../images/img25679.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/providing-data.md deleted file mode 100644 index 1036da2293..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16577 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Arguments and Series](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Pie dashboard item that is bound to data. - -![PiesProvidingData_Main](../../../../images/img117701.png) - -To bind the Pie dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Pie's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | -| **Arguments** | Contains data items that provide values used to label pie segments. | -| **Series** | Contains data items whose values are used to label pie charts. | - -## Transposing Arguments and Series -The Pie dashboard item provides the capability to transpose pie arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. - -![Pies_Transpose](../../../../images/img126584.png) - -To transpose the selected Pie dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../../images/img23683.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/style.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/style.md deleted file mode 100644 index aa6089c774..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/style.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 16584 ---- -# Style -The **Pie** dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. - -![PieStyle_Pie](../../../../images/img25671.png)![PieStyle_Donut](../../../../images/img25672.png) - -To select the diagram style, use the **Pie** and **Donut** buttons in the **Style** section of the **Design** Ribbon tab. - -![Pies_Layout_Style_Ribbon](../../../../images/img19951.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot.md deleted file mode 100644 index e896d3902e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16602 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![MainFeatures_PivotGrid](../../../images/img18212.png) - -This section consists of the following subsections: -* [Providing Data](pivot/providing-data.md) - - Explains how to supply the Pivot dashboard item with data. -* [Interactivity](pivot/interactivity.md) - - Describes features that enable interaction between the Pivot and other dashboard items. -* [Conditional Formatting](pivot/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. -* [Layout](pivot/layout.md) - - Describes the Pivot dashboard item's layout options. -* [Expanded State](pivot/expanded-state.md) - - Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md deleted file mode 100644 index 3965936f2a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md +++ /dev/null @@ -1,92 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 114225 ---- -# Conditional Formatting - -A Pivot dashboard item applies conditional formatting to cell values. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. - -> [!NOTE] -> Note that you can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![pivot-with-applied-format-rules](../../../../images/pivot-with-applied-format-rules.png) - -## Supported Format Rules - -The following list contains available format rules and corresponding data types: -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - * [Bar](../../appearance-customization/conditional-formatting/bar.md) - * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) - * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Pivot-Specific Format Condition Settings - -You can configure and customize current format condition appearance settings. - -* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. - - ![NewRuleDialog_AppearanceTab](../../../../images/img118585.png) - -* Add a predefined icon in the **Icons** tab. - -The **Appearance** tab contains the following Pivot-specific settings: - -| Option | Description | -| --|--| -| **Enabled** | Enables/disables the current format rule. | -| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | -| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| -| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. - -A Pivot item allows you to specify the field intersection to which a format rule is applied. - -| Intersection Level Mode| Description | -| --|--| -| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | -| _First Level_ |The first level values are used to apply conditional formatting. | -| _Last Level_ | The last level values are used to apply conditional formatting. | -| _All Levels_ | All pivot data cells are used to apply conditional formatting. | -| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | - - -The image below displays different intersection levels with the applied conditional format rule: - -![winforms_pivot_intersection_level_mode](../../../../images/winforms_pivot_intersection_level_mode.png) - -To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. - -Note the following limitations: - -1. The dashboard cannot calculate conditional formatting in a Pivot item for multiple range levels with _percentage_ values. In this case, the "All Levels" intersection mode is not available for a conditional formatting rule. -2. The format condition dialog does not contain any Pivot-specific settings for a dimension from **Columns** and **Rows**. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md deleted file mode 100644 index 38e48aff0e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Expanded State -author: Natalia Kazakova -legacyId: 118817 ---- -# Expanded State -If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. - -![Pivot_Layout_ExpandCollapseGroups](../../../../images/img20151.png) - -You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the **Initial State** button in the **Design** ribbon tab. - -![Pivot_ExpandedState_Ribbon](../../../../images/img128430.png) - -This button invokes the popup menu that allows you to select whether column and row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/interactivity.md deleted file mode 100644 index b0e9ca82e1..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/interactivity.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 18086 ---- -# Interactivity -This document describes the features that enable interaction between the **Pivot** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the Pivot dashboard item can be filtered by other master filter items. You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** Ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../../images/img25865.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/layout.md deleted file mode 100644 index 293331ce97..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/layout.md +++ /dev/null @@ -1,72 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 16604 ---- -# Layout -This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. -* [Layout Type](#layouttype) -* [Totals Visibility](#totalsvisibility) -* [Totals Position](#totalsposition) -* [Values Visibility](#valuesvisibility) -* [Values Position](#valuesposition) -* [Reset Layout Options](#resetlayout) - -## Layout Type -If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. - -| Layout type | Example | Description | -|---|---|---| -| **Compact** | ![Pivot_CompactLayout](../../../../images/img127490.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are shown at the top of a group, and you cannot change [totals position](#totalsposition). | -| **Tabular** | ![Pivot_TabularLayout](../../../../images/img127491.png) | Displays values from different Row dimensions in separate columns. | - -Use the **Layout** button in the **Design** ribbon tab to change the Pivot layout. - -![Pivot_LayoutButtonRibbon](../../../../images/img128425.png) - -## Totals Visibility -You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. - -![Pivot_DisableRowTotals_Example](../../../../images/img127500.png) - -To manage the visibility of totals and grand totals, use the **Totals** and **Grand Totals** buttons in the **Design** ribbon tab, respectively. - -![Pivot_TotalsVisibilityRibbon](../../../../images/img128426.png) - -These buttons invoke a popup menu that allows you to manage the visibility of column and row totals/grand totals separately. - -Moreover, you can control the visibility of totals for individual dimensions/measures by using the data item's context menu (**Show Totals** and **Show Grand Totals** options). - -![Pivot_ShowTotals_DataItemMenu](../../../../images/img127503.png) - -## Totals Position -If necessary, you can change the Pivot dashboard item’s totals/grand totals position. For instance, in the image below the row totals are moved from the bottom to the top. - -![Pivot_RowTotals_Bottom_Top](../../../../images/img127504.png) - -To manage totals position, use the **Row Totals Position** and **Column Totals Position** buttons in the **Design** ribbon tab. - -![Pivot_TotalsPositionRibbon](../../../../images/img128427.png) - -## Values Visibility -The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section to hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. - -![Pivot_ValuesVisibility](../../../../images/img127507.png) - -To do this, use the **Show Values** command in the measure menu. - -![Pivot_ValuesVisibility_Menu](../../../../images/img127508.png) - -## Values Position -The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or rows. - -![Pivot_ValuesPosition](../../../../images/img127505.png) - -To manage this position, use the **Values Position** button in the **Design** ribbon tab. - -![Pivot_ValuesPositionRibbon](../../../../images/img128428.png) - -## Reset Layout Options -To reset layout options, click the **Reset Layout Options** button in the **Design** ribbon tab. - -![Pivot_ResetLayoutOptionsRibbon](../../../../images/img128429.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/providing-data.md deleted file mode 100644 index 754c21666a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pivot/providing-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16603 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing Columns and Rows](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Pivot dashboard item that is bound to data. - -![PivotProvidingData_Main](../../../../images/img117704.png) - -To bind the Pivot dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Pivot's data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items used to calculate values displayed in the pivot table. | -| **Columns** | Contains data items whose values are used to label columns. | -| **Rows** | Contains data items whose values are used to label rows. | - -## Transposing Columns and Rows -The **Pivot** dashboard item provides the capability to transpose pivot columns and rows. In this case, data items contained in the Columns section are moved to the Rows section and vice versa. - -![Pivot_Transpose](../../../../images/img126591.png) - -To transpose the selected Pivot dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../../images/img23683.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter.md deleted file mode 100644 index f6ea5f3681..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16618 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../../images/img18179.png) - -This section consists of the following subsections. -* [Providing Data](range-filter/providing-data.md) - - Explains how to supply the Range Filter dashboard item with data. -* [Series](range-filter/series.md) - - Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. -* [Interactivity](range-filter/interactivity.md) - - Describes features that enable interaction between the Range Filter and other dashboard items. -* [Predefined Ranges](range-filter/predefined-ranges.md) - - Shows you how to add predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). -* [Coloring](range-filter/coloring.md) - - Describes coloring capabilities of the Range Filter dashboard item. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/coloring.md deleted file mode 100644 index 698003d3a5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/coloring.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16985 ---- -# Coloring -The Range Filter dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the Range Filter item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. - -![win-range-filter-colored-by-default](../../../../images/win-range-filter-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) - diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md deleted file mode 100644 index ad66d99882..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 18087 ---- -# Interactivity -This document describes the features that enable interaction between the **Range Filter** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Master filtering is always enabled for the Range Filter dashboard item. This Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../../../images/img18179.png) - -To enable filtering across data sources for the Range Filter, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../../../images/img19416.png) - -You can enable/disable ignoring of other master filter items using the **Ignore Master Filters** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../../../images/img19417.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md deleted file mode 100644 index 8f5826eb9f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16619 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data in the Designer. - -The image below shows a sample Range Filter dashboard item that is bound to data. - -![RangeProvidingData_Main](../../../../images/img117712.png) - -To bind the Range Filter dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Range Filter data sections. - -| Section | Description | -|---|---| -| **Values** | Contains data items against which the Y-coordinates of data points are calculated. | -| **Argument** | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../../images/img123296.png) icon) allows you to create _[predefined ranges](predefined-ranges.md)_ used to select the required date-time interval. | -| **Series** | Contains data items whose values are used to create chart series. | - - diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/series.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/series.md deleted file mode 100644 index 4d9b044323..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/series.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 16620 ---- -# Series -The **Range Filter** dashboard item supports various **Line** and **Area** series types. - -To switch between series types in the Designer, click the options button next to the required data item in the **Values** section. In the invoked **Series Type** dialog, select the required series type and click **OK**. - -![RangeFilter_SeriesTypes](../../../../images/img20159.png) - -You can also do this using the buttons in the **Series Type** group of the **Design** Ribbon tab. - -![RangeFilter_SeriesTypes_Ribbon](../../../../images/img20158.png) - -The Range Filter supports the following series types. - -**Line:** - -![RangeFilter_SeriesTypes_Line](../../../../images/img20163.png) - -**Stacked Line:** - -![RangeFilter_SeriesTypes_StackedLine](../../../../images/img20165.png) - -**Full-Stacked Line** - -![RangeFilter_SeriesTypes_FullStackedLine](../../../../images/img20162.png) - -**Area:** - -![RangeFilter_SeriesTypes_Area](../../../../images/img20160.png) - -**Stacked Area:** - -![RangeFilter_SeriesTypes_StackedArea](../../../../images/img20164.png) - -**Full-Stacked Area:** - -![RangeFilter_SeriesTypes_FullStackedArea](../../../../images/img20161.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart.md deleted file mode 100644 index 1744296d90..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 115246 ---- -# Scatter Chart -The topics in this section describe the features available in the **Scatter Chart** dashboard item, and provide information on how to create and customize scatter charts in the **DevExpress Dashboard Suite**. - -![ScatterChart_Main](../../../images/img120189.png) - -This section is divided into the following subsections. -* [Providing Data](scatter-chart/providing-data.md) - - Explains how to supply the Scatter Chart dashboard item with data. -* [Interactivity](scatter-chart/interactivity.md) - - Describes features that enable interaction between the Scatter Chart and other dashboard items. -* [Coloring](scatter-chart/coloring.md) - - Describes coloring capabilities of the Scatter Chart dashboard item. -* [Legend](scatter-chart/legend.md) - - Describes the chart legend and its options. -* [Axes](scatter-chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Orientation](scatter-chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Labels](scatter-chart/labels.md) - - Describes point labels and tooltips that contain descriptions of data points. -* [Conditional Formatting](scatter-chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md deleted file mode 100644 index 6c6ba59f87..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 115252 ---- -# Axes -Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. - -![ScatterChart_Axes](../../../../images/img120332.png) - -To access X and Y-axis settings, use the **X-Axis Settings/Y-Axis Settings** buttons in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_YAxisOptions_Button](../../../../images/img18775.png) - -This will invoke the **X-Axis Settings/Y-Axis Settings** dialog. - -![ScatterChart_YAxisSettings](../../../../images/img120294.png) - -In this dialog, you can specify the following settings. -* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. - - > [!NOTE] - > Note that the **X-Axis Settings** dialog does not contain this option. -* **Reverse** - Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. -* **Show grid lines** - Allows you to hide and show grid lines for the axis. -* **Show axis** - Allows you to hide and show the axis. -* **Show title** - Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string. -* **Logarithmic scale** - Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. - - -The **Numeric Format** tab allows you to specify the numeric display formats for axis data, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. - -![scatterchart_xaxisoptions_form_numeric_formats](../../../../images/scatterchart_xaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md deleted file mode 100644 index 03764a6281..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 16890 ---- -# Coloring - -The Scatter Chart dashboard item does not paint its arguments in **Default** mode. - -The image below displays the Scatter Chart dashboard item whose _State_ points use **Default** mode: - -![win-coloring-scetter-chart-colored-by-default](../../../../images/win-coloring-scetter-chart-colored-by-default.png) - ->[!Tip] ->**Documentation:**
->* [Conditional Formatting](conditional-formatting.md) ->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md deleted file mode 100644 index 589426c12d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight points in a Scatter Chart dashboard item. - -![win-scatter-chart-cf](../../../../images/win-scatter-chart-cf.png) - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **X and Y axis** sections -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Weight** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments** section -- hidden measures - -The following list contains available format rules and corresponding data types: - -* numeric - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) - * [Average](../../appearance-customization/conditional-formatting/average.md) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) -* string - * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) -* date-time - * [Value](../../appearance-customization/conditional-formatting/value.md) - * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) - * [Expression](../../appearance-customization/conditional-formatting/expression.md) - * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) - * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) - - -## Create and Edit a Format Rule - -You can create and edit format rules in the following ways: - -* Click the **Edit Rules** button on the **Home** ribbon tab. - -* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). - -## Format Condition Settings Specific to Scatter Charts - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a scatter chart). The condition colors bubbles if their values exceed 18. - -![win-scatter-chart-cf-appearance-settings-dialog](../../../../images/win-scatter-chart-cf-appearance-settings-dialog.png) - -If you enable **Display in Legend**, the chart shows information about the applied rule. Set the **Caption** field to specify the legend's text. -The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: - -![win-scatter-chart-conditional-formatting](../../../../images/win-scatter-chart-conditional-formatting.png) - -For Range format rules, the legend display text is generated automatically and depends on the range intervals: - -![win-scatter-chart-with-range-rule](../../../../images/win-scatter-chart-with-range-rule.png) - -## Coloring - -A Scatter Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. - -Select the **Color by Hue** option in a Data item's pane to restore the color scheme. - -![win-scatter-chart-color-by-hue](../../../../images/win-scatter-chart-color-by-hue-with-cf.png) - -> [!Tip] -> **Documentation:** -> [Scatter Chart - Coloring](coloring.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md deleted file mode 100644 index c96c2baee8..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 115250 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown](../../../../../images/img120198.png) - -> [!NOTE] -> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a point. - -Drill-down requires that the **Arguments** section contain several dimensions, from the least to the most detailed dimension. - -![ScatterChart_DrillDownArguments](../../../../../images/img120199.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. To learn more about OLAP mode, see [Bind Dashboard Items to Data in OLAP mode](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md). - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../../images/img19513.png) button if you are using the toolbar menu). - -![Chart_Interactivity_DrillDown_Ribbon](../../../../../images/img21872.png) - -To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../../images/img18627.png)) button in the caption of the Scatter Chart dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md deleted file mode 100644 index 430e6ea49e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 115249 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. - -When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering](../../../../../images/img120190.png) - -To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. - -To reset filtering, use the **Clear Master Filter** (![DataShaping_Interactivity_ClearSelection](../../../../../images/img19686.png)) button in the Chart's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md deleted file mode 100644 index fc8be4fd65..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 115254 ---- -# Labels -The Scatter Chart display can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. - -![ScatterChartLabels](../../../../images/img120329.png) - -## Point Labels -To manage the visibility of point labels, click the **Point Labels** button in the **Design** ribbon tab. - -![ScatterChart_PointLabelsRibbon](../../../../images/img120330.png) - -In the invoked **Point Label Settings** dialog, enable the **Show point labels** check box to show point labels. - -![ScatterChart_PointLabelSettingsDialog](../../../../images/img120331.png) - -You can specify the following settings for point labels: -* **Content** - Specifies the type of content displayed within point labels. You can select one of the following options. - * _Values_ - Point labels show summary values from X and Y-axes. - * _Argument_ - Point labels show argument values. - * _Argument and values_ - Point labels show argument values and corresponding summary values. - * _Weight_ - Point labels show the weight summary value. - * _Argument and weight_ - Point labels show the argument value and the corresponding weight summary value. -* **Overlapping mode** - Specifies the label overlap mode. The following options are available. - * _Hide overlapping labels_ - If two or more labels overlap, some of them are automatically hidden to avoid overlapping. - * _None_ - The overlapping resolving algorithm is disabled. - * _Reposition overlapping labels_ - The default algorithm to re-position point labels in a random way, and avoid overlapping labels. -* **Orientation** - Specifies the orientation of point labels. The following options are available. - * _Default_ - A point label is displayed in its default orientation. - * _Rotate to the Right_ - A point label is rotated 90 degrees clockwise. - * _Rotate to the Left_ - A point label is rotated 90 degrees counter clockwise. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md deleted file mode 100644 index 5fe6d25e66..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 115251 ---- -# Legend -A **legend** is an element of a scatter chart that identifies chart points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). - -![ScatterChart_Legend](../../../../images/img120201.png) - -This topic describes how to customize various legend settings. - -## Visibility -You can specify whether or not a chart should display a legend. - -In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. - -![Charts_Legend_ShowLegendButton](../../../../images/img18776.png) - -## Position and Orientation -To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. - -![Charts_Legend_PositionAndOrientationGallery](../../../../images/img19468.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md deleted file mode 100644 index fe5f36ee8d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 115253 ---- -# Orientation -You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. - -To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_Rotation_RibbonButton](../../../../images/img18774.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md deleted file mode 100644 index 6fd73f8f54..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 115247 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data in the Designer. -* [Binding to Data in the Designer](#bindingdesigner) -* [Transposing X- and Y-axis](#transposing) - -## Binding to Data in the Designer -The image below shows a sample Scatter Chart dashboard item that is bound to data. - -![ScatterChart_ProvidingData](../../../../images/img120276.png) - -To bind the Scatter Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Scatter Chart data sections. - -| Section | Description | -|---|---| -| **X-Axis** | Contains the data item against which the X-coordinates of data points are calculated. | -| **Y-Axis** | Contains the data item against which the Y-coordinates of data points are calculated. | -| **Weight** | Contains the data item whose values are used to calculate the weight of data points. | -| **Arguments** | Contains data items providing scatter chart arguments that are used to create data points. | - -## Transposing X- and Y-axis -The Scatter Chart dashboard item provides the capability to transpose its axes. In this case, the data item contained in the **X-Axis** section is moved to the **Y-Axis** section, and vice versa. - -![ScatterChart_Transpose](../../../../images/img126580.png) - -To transpose the selected Scatter Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. - -![TransposeButton_Ribbon](../../../../images/img23683.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/tab-container.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/tab-container.md deleted file mode 100644 index fd0a3fd3eb..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/tab-container.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Tab Container -author: Boris Zaitsev -legacyId: '400237' ---- -# Tab Container - -The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. - -![](../../../images/fundamentals_tabcontainer.png) - -* [Overview](#overview) -* [Tab Order](#tab-order) -* [Display Item as Page](#display-item-as-page) -* [Selection](#selection) -* [Interactivity](#interactivity) - -## Overview -To create a tab container, use the **Tab Container** button in the **Home** ribbon tab: - -![](../../../images/ribbon-home-insert-tabcontainer.png) - -A newly created tab container contains an empty tab page (_Page 1_). - -![](../../../images/winforms-designer-tabcontainer-new.png) - -Click the + (_plus_) icon to add an empty page to the tab container. You can use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to add dashboard items to a tab page and manage the layout. Tab containers cannot be nested, so you cannot add a tab container to another tab container. However, a tab container can contain [item groups](dashboard-item-group.md). - -See the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic to learn how to manage a tab container's caption. - -## Tab Order -To change the tab page order, click the **Reorder Tabs** button on the **Tab settings** group. - -![](../../../images/ribbon-design-tabsettings-reordertabs.png) - -The **Tabs Order** dialog is invoked. - -![](../../../images/tabcontainer-tabsorder-dialog.png) - -Click up and down arrows to change the order of the tab pages in the tab container. - -## Display Item as Page - -The tab caption is above the caption of the content element on the page. If a tab page contains a single element, the _Display Item as Page_ feature is activated. It merges the dashboard item with a tab page and displays a single caption, as illustrated below. - -![](../../../images/winforms-designer-tab-display-item-as-page.png) - -To disable the _Display Item as Page_ feature, use one of the following methods: -* Select the tab page and click the **Display Item as Page** button in the **Layout** group on the **Design** ribbon tab of the **Page Tools** contextual tab set. - - ![](../../../images/ribbon-design-layout-displayitemaspage.png) -* Select the **Display Item as Page** command in the tab page context menu. - - -## Selection -Click the element's border or use the item's context menu to select a page or a tab container: - -![](../../../images/select-tab-page-menu.png) - - -## Interactivity -The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. - -The **Master Filter** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. If this button is switched off, master filter items in the page can filter only dashboard items in this page. - -> [!Note] -> The default tab page behaves opposite to the default group. While the group isolates filter items from the outside, the tab page does not change the item's data interactivity behavior. - -![](../../../images/groupmasterfilterbutton_ribbon24853.png) - -The **Ignore Master Filters** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) allows you to isolate dashboard items contained within the page from external master filter items. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box.md deleted file mode 100644 index 2435fca9dc..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16622 ---- -# Text Box -Use the **Text Box** dashboard item to display rich text within a dashboard. - -![MainFeatures_TextEditor](../../../images/img18215.png) - -You can either add a static text or you can use the Text Box as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) or [Filtering](../data-shaping/filtering.md) features. -* [Editing Text](text-box/editing-text.md) -* [Providing Data](text-box/providing-data.md) -* [Interactivity](text-box/interactivity.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/editing-text.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/editing-text.md deleted file mode 100644 index 5bce714db5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/editing-text.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Editing Text -author: Natalia Kazakova -legacyId: 16861 ---- -# Editing Text -To edit the text within the Text Box, click the **Edit** button in the ribbon's **Design** tab or use the corresponding item in the context menu. - -![Text_EditText](../../../../images/img20224.png) - -This adds the **Text Box Editor** context category to the Dashboard Designer's ribbon and allows you to modify the content within the Text Box. - -![TextBoxEditorContextCategory](../../../../images/img123328.png) - -To learn how to edit the content within the Text Box, see [Rich Text Editor](~/interface-elements-for-desktop/articles/rich-text-editor.md). After you change the document, click **Edit** again to finish editing. - -> [!NOTE] -> Note that the Text Box can be [bound](../../bind-dashboard-items-to-data.md) to data. To learn how to do this, see [Providing Data](providing-data.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/interactivity.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/interactivity.md deleted file mode 100644 index f875847139..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16872 ---- -# Interactivity -This document describes the features that enable interaction between the **Text Box** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -Data displayed in the Text Box dashboard item can be filtered by other master filter items. For instance, the Text Box below shows data corresponding to a product selected in the [List Box](../filter-elements/filter-elements-overview.md) dashboard item. - -![MainFeatures_TextEditor](../../../../images/img18215.png) - -You can prevent the Text Box from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. - -![Pivot_IgnoreMasterFilters_Ribbon](../../../../images/img25865.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/providing-data.md deleted file mode 100644 index 17d8a03945..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/text-box/providing-data.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 16862 ---- -# Providing Data -The Text Box dashboard item can be [bound to data](../../bind-dashboard-items-to-data.md) as other data-aware dashboard items. To do this, perform the following steps. -1. Drop the _Name_, _RetailPrice_ and _Description_ data source fields from the _Products_ table to the **Values** section of the Text Box. - - ![TextBoxBind_ValuesSection](../../../../images/img123342.png) - - Note that [summary types](../../data-shaping/summarization.md) of the created measures are **Min**, **Sum** and **Min**, respectively. -2. Click the [Edit](editing-text.md) button in the **Design** ribbon tab and add the _Name_, _Retail Price_ and _Description_ strings to the document. - - ![TextBoxBind_NewDocument](../../../../images/img123341.png) -3. Place the pointer next to _Name_, right-click the document and select **Insert Field** (or use the [Insert Field](editing-text.md) button in the ribbon). Then, click the _Select value_ placeholder and select the _Name (Min)_ measure. - - ![TextBoxBind_FieldContextMenu](../../../../images/img123343.png) -4. Perform the third step for _Retail Price_ and _Description_. - - ![TextBoxBind_Bound](../../../../images/img123348.png) -5. Click the [Edit](editing-text.md) button again to leave the editing mode. The Text Box will show data in the following way. - - ![TextBoxBind_FinalDocument](../../../../images/img123350.png) - - You can use this Text Box as a detail item along with the [Master Filtering](interactivity.md) feature to filter data according to the selected product. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap.md deleted file mode 100644 index a0d61fa2e3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 15389 ---- -# Treemap -Use the Treemap dashboard item to visualize data in nested rectangles that are called _tiles_. - -![Treemap_Main_Win](../../../images/img125423.png) - -This section is divided into the following subsections. -* [Providing Data](treemap/providing-data.md) -* [Interactivity](treemap/interactivity.md) -* [Layout](treemap/layout.md) -* [Grouping](treemap/grouping.md) -* [Coloring](treemap/coloring.md) -* [Labels](treemap/labels.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/coloring.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/coloring.md deleted file mode 100644 index 469417f8a2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/coloring.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 15564 ---- -# Coloring -In **Default** color mode, the Treemap dashboard item colors its tiles in the following ways: - -* If the Treemap dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). - - ![win-treemap-colored-by-default-measures](../../../../images/win-treemap-colored-by-default-measures.png) -* If the Treemap dashboard item contains arguments (the **Arguments** section), values corresponding to the first argument are colored by hue. - - ![win-treemap-colored-by-default-arguments](../../../../images/win-treemap-colored-by-default-arguments.png) - ->[!Tip] ->**Documentation:**
->* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/grouping.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/grouping.md deleted file mode 100644 index 6654b021f2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/grouping.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 15458 ---- -# Grouping -If you use several [arguments](providing-data.md) in the Treemap, you can group tiles corresponding to child values by parent values. For instance, the following Treemap dashboard item displays combinations of categories and sub-categories. - -![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../../images/img125485.png) - -To group sub-categories inside corresponding categories, click the _Product Category_ [menu button](../../ui-elements/data-items-pane.md) and select **Group Tiles**. - -![TreemapWin_ProvidingData_GroupTiles](../../../../images/img125487.png) - -Product tiles will be grouped into category groups. - -![TreemapWin_ProvidingData_Grouping](../../../../images/img125486.png) - -Note that the ![Treemap_GroupingIcon](../../../../images/img125513.png) icon will be displayed within the _Product Category_ dimension. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md deleted file mode 100644 index 37e36ed17a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 118489 ---- -# Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view its details. - -> [!NOTE] -> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a tile. - -![Treemap_DrillDown](../../../../../images/img127987.png) - -Drill-down requires that the **Arguments** section contains several dimensions, from the least detailed to the most detailed dimension. - -![Treemap_DrillDown_Arguments](../../../../../images/img127988.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../../images/img19513.png) button if you are using the toolbar menu). - -![DataShaping_Interactivity_DrillDown_Ribbon](../../../../../images/img19415.png) - -To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../../images/img18627.png)) button in the caption of the Treemap dashboard item, or the **Drill Up** command in the context menu. - -> [!NOTE] -> [Grouping](../grouping.md) is not in effect when the drill-down is enabled. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md deleted file mode 100644 index 3c5c677e15..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 118488 ---- -# Master Filtering -The **Dashboard Designer** allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -The Treemap dashboard item supports filtering by tiles/[groups](../grouping.md). - -When Master Filtering is enabled, you can click a tile or group caption (or multiple tiles/groups by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile/group(s). - -![Treemap_MasterFiltering2](../../../../../images/img125442.png) - -> [!NOTE] -> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/labels.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/labels.md deleted file mode 100644 index decbc626e2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/labels.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 15594 ---- -# Labels -The Treemap displays **labels** that contain descriptions for tiles and [groups](grouping.md), and provide **tooltips** with additional information. - -![Treemap_LabelTooltipExample](../../../../images/img125431.png) - -You can specify which information should be displayed within tile and group labels separately. To do this, use the **Labels** and **Tooltips** buttons in the **Design** Ribbon tab. - -![Treemap_LabelTooltip_Ribbon](../../../../images/img125432.png) - -Use buttons within the **Tile Labels**/**Group Labels** ribbon groups to manage tile and group labels, respectively. These buttons invoke the drop-down menu, which is similar for all buttons. - -![Treemap_LabelTooltip_DropDown](../../../../images/img125433.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/layout.md deleted file mode 100644 index 1ac5a30270..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/layout.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 15457 ---- -# Layout -This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Designer, use buttons from the **Layout** group placed in the **Design** ribbon tab. - -![Treemap_LayoutButtons_Ribbon](../../../../images/img125439.png) - -The following algorithms are available. - -| Algorithm | Example | Description | -|---|---|---| -| **Slice and Dice** | ![Treemap_SliceAndDice](../../../../images/img125436.png) | This layout algorithm divides the space between items, slicing it in the specified direction depending on item value. | -| **Squarified** | ![Treemap_Squarified](../../../../images/img125437.png) | The Squarified algorithm arranges tiles so that their width/height ratio will be closer to 1. | -| **Striped** | ![Treemap_Striped](../../../../images/img125438.png) | This algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. | - -You can also set a layout direction to specify an arrangement of tiles depending on their sizes. To do this, click the **Layout Direction** button and select the required direction. - -![Treemap_LayoutDirection_Ribbon](../../../../images/img125440.png) -* **Bottom Left - Top Right** - Arrange tiles from the bottom-left to the top-right corner. -* **Bottom Right - Top Left** - Arrange tiles from the bottom-right to the top-left corner. -* **Top Left - Bottom Right** - Arrange tiles from the top-left to the bottom-right corner. -* **Top Right - Bottom Left** - Arrange tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/providing-data.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/providing-data.md deleted file mode 100644 index 4507bc4b94..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 15454 ---- -# Providing Data -The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. The only difference is in the data sections that the required dashboard item has. - -The Treemap dashboard item has the **Values** and **Arguments** data sections that provide numeric and discrete categorical data, respectively. The steps below provide the most common scenarios of binding a Treemap to data. -1. Drop the _Sales_ and _Profit_ fields to the **Values** section. - - ![TreemapWin_ProvidingData_TwoValues](../../../../images/img125483.png) - - The Treemap will draw two tiles whose sizes correspond to the _Sales_ and _Profit_ summary values. -2. Drop the _Product Category_ field to **Arguments**. - - ![TreemapWin_ProvidingData_Layers](../../../../images/img125484.png) - - Treemap will create individual tiles for all categories. You can switch between _Sales_ and _Profit_ values by clicking the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the item's [caption](../../dashboard-layout/dashboard-item-caption.md) or you can use its context menu. -3. Drop the child _Product Sub-Category_ field into **Arguments**. - - ![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../../images/img125485.png) - - The Treemap will visualize all combinations of categories and corresponding sub-categories using individual tiles. -4. If the **Arguments** section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. To group sub-categories inside corresponding categories, click the _CategoryName_ menu button and select **Group Tiles**. - - ![TreemapWin_ProvidingData_GroupTiles](../../../../images/img125487.png) - - Sub-category tiles will be grouped into category groups. - - ![TreemapWin_ProvidingData_Grouping](../../../../images/img125486.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout.md deleted file mode 100644 index 3351fa499b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16518 ---- -# Dashboard Layout - -This topic describes the features related to the dashboard layout in the WinForms Designer. - -## Dashboard Width and Height - -The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space. You can adjust the layout options and specify the width and height of content. - -In the Ribbon menu, click the **Layout Options** button: - -![|layout-options-button-in-ribbon](../../images/layout-options-button-ribbon.png) - -This invokes the **Dashboard Layout Options** dialog that allows you to specify the width and height of the dashboard: - -![layout-options-dialog](../../images/layout-options-dialog.png) - -* _Auto_ - - The height or width of a dashboard surface fits to content. -* _Fixed_ - - The height or width of a dashboard surface is set in pixels. - -## Dashboard Title -The Dashboard Title is at the top of the dashboard surface and can contain text, images, and command buttons. - -![DashboardTitleArea](../../images/img19734.png) - -See the following article for more information: [Dashboard Title](dashboard-layout/dashboard-title.md). -## Dashboard Items Layout - -The Dashboard Designer allows users to arrange and resize dashboard items and groups using drag-and-drop operations. - -![Layout_ItemsLayoutMain](../../images/img20477.png) - -See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). -## Dashboard Item Caption -Dashboard Item Caption is located on the dashboard surface and contains relevant up-to-date information and command buttons. - -![DashboardItem_Caption](../../images/img18278.png) - -Refer to the following article for details: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). - - diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-item-caption.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-item-caption.md deleted file mode 100644 index a835b550cd..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-item-caption.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Dashboard Item Caption -author: Natalia Kazakova -legacyId: 16517 ---- -# Dashboard Item Caption -Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons. - -![DashboardItem_Caption](../../../images/img18278.png) - -To show or hide the caption of a dashboard item, click the **Show Caption** button in the **Design** Ribbon tab... - -![Layout_ShowCaption_Ribbon](../../../images/img21856.png) - -...or right-click the item when designing the dashboard, and click the **Show Caption** menu item. - -![ItemMenu_ShowCaption](../../../images/img20446.png) - -> [!NOTE] -> The caption of the Range Filter dashboard item is not visible by default. - -The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: -* **Dashboard Item Name** - represents the static text within a dashboard item's caption. -* **Data Item Container Name** - represents the name of the **data item container**. To learn more about data item containers, see the **Providing Data** topic for the corresponding dashboard item. - - You can change the default name of the dashboard item or data item container using the **Edit Names** dialog. To invoke this dialog, right-click the item when designing the dashboard, and click the **Edit Names...** menu item (alternatively, you can use the **Edit Names** button in the **Design** Ribbon tab). - - ![Layout_EditNamesDialog_Common](../../../images/img20476.png) -* **Drill-Down** value - shows the value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](../interactivity/drill-down.md) topic. -* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Values** button - invokes a drop-down menu that allows you to switch between the provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Providing Data** topic for the corresponding dashboard item. -* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](../interactivity/master-filtering.md). To learn more, see the **Master Filtering** topic in the **Interactivity** section for the corresponding dashboard item. -* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. To learn more, see the **Drill-Down** topic in the **Interactivity** section for the corresponding dashboard item. -* **Clear Selection** button - allows you to clear the selection inside an item. -* **Initial Extent** button - restores the Map dashboard items' default size and position. -* **Select Date Time Periods** button / menu - allows you to select date-time periods for the Range Filter. -* **Multiselection** button - allows you to filter data by selecting multiple elements in dashboard items. -* **Maximize** button - expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. -* **Restore** button - restores the expanded item to its initial state. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-items-layout.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-items-layout.md deleted file mode 100644 index 1268a5e0b3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-items-layout.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Dashboard Items Layout -author: Natalia Kazakova -legacyId: 16515 ---- -# Dashboard Items Layout -The **Dashboard Designer** provides the capability to arrange and resize dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) in various ways, using simple drag-and-drop operations. - -![Layout_ItemsLayoutMain](../../../images/img20477.png) - -* [Layout Concepts](#layout-concepts) -* [Item Resizing](#item-resizing) -* [Maximize and Restore Item](#maximize-and-restore-item) -* [Item Positioning](#item-positioning) - -## Layout Concepts -The dashboard arranges dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. -* A layout item is used as a container that displays an individual dashboard item. -* A layout group is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display [dashboard item groups](../dashboard-item-settings/dashboard-item-group.md). - -Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. - -![DashboardLayoutHierarchy](../../../images/img25963.png) - -## Item Resizing -You can resize individual items/groups of items by dragging their edges. - -![Layout_ResizingItem](../../../images/img20595.png) - -By default, a 2x2 layout group of dashboard items is horizontally oriented and contains two child layout groups. This arranges dashboard items in two 'columns' and allows you to set a different height for items in different columns. You can switch the orientation of the 2x2 group to **Vertical** using the indicator at the group intersection. - -![ItemsResizing_Crosshair](../../../images/img24753.png) - -This allows you to specify different widths for dashboard items in different 'rows'. The table below lists and describes different modes. - -| Indicator | Result | Description | -|---|---|---| -| ![VertIndicator_Layout](../../../images/img24756.png) | ![Crosshair_VerticalResizing](../../../images/img25985.png) | Orients the layout group horizontally and allows you to change the height of individual items and the width of 'columns'. | -| ![HorzIndicator_Layout](../../../images/img24755.png) | ![Crosshair_HorizontalResizing](../../../images/img25984.png) | Orients the layout group vertically and allows you to change the width of individual items and the height of 'rows'. | - -## Maximize and Restore Item -You can expand any dashboard item into the whole dashboard size to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. - -- To maximize a dashboard item, click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md). - - ![](../../../images/win-dashboard-maximize-dashboard-item.png) - -- To restore the item size, click **Restore**. - - ![](../../../images/win-dashboard-restore-dashboard-item.png) - -## Item Positioning -You can change the position of a dashboard item by using drag-and-drop and one of the following approaches. -* If the [caption](dashboard-item-caption.md) of the dashboard item is visible, click it and hold down the left mouse button while dragging the item. -* If the caption of the dashboard item is not visible, click the ![Layout_DragAndDropIcon](../../../images/img20487.png) icon in the top left corner, and hold down the left mouse button while dragging the item. - -Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. - -The following table illustrates how a dashboard item is dragged. - -| Action | Description | -|---|---| -| ![DashboardDesigner_DraggingItem_1](../../../images/img117901.png) | Select the required dashboard item. | -| ![DashboardDesigner_DraggingItem_2](../../../images/img117902.png) | Drag the dashboard item to the expected area. The _drag indicator_ ( ![DashboardDesigner_DragIndicator](../../../images/img117906.png) ) will show possible positions for the dashboard item. | -| ![DashboardDesigner_DraggingItem_3](../../../images/img117903.png) | Move the mouse cursor to the required position. The _drop indicator_ ( ![DashboardDesigner_DropIndicator](../../../images/img117907.png) ) highlights the hovered position. | -| ![DashboardDesigner_DraggingItem_4](../../../images/img117904.png) | Then, the _drop indicator_ sequentially displays areas that can be occupied by the dashboard item. Release the left mouse button when the drop indicator displays the required area. | -| ![DashboardDesigner_DraggingItem_5](../../../images/img117905.png) | The dashboard item is moved to a new position. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-title.md b/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-title.md deleted file mode 100644 index dfb0596e3c..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-layout/dashboard-title.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Dashboard Title -author: Natalia Kazakova -legacyId: 16516 ---- -# Dashboard Title -The **Dashboard Title** is located at the top of the dashboard surface. It can contain text or image content. - -![DashboardTitleArea](../../../images/img19734.png) - -If you are using the Ribbon menu in the **Dashboard Designer**, you can change title settings by clicking the **Title** button. - -![TitleButton_Ribbon](../../../images/img19847.png) - -This invokes the **Dashboard Title** dialog, which allows you to change the text within the dashboard title, add an image, etc. - -![DashboardTitle_Dialog](../../../images/img19848.png) - -This dialog allows you to specify the following options. -* **Visible** - Specifies whether or not the dashboard title is visible. -* **Show Master Filter state** - Specifies whether or not to show the state of master filter items in the dashboard title. - - When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - - ![DashboardTitle_MasterFilterPopup](../../../images/img23137.png) -* **Alignment** - Specifies the alignment of the dashboard title. -* **Load** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain the URL to access the image. - - **Import** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain an image as a byte array. - -The dashboard title can contain command buttons. -* **Export To** button - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Parameters** button - allows you to modify dashboard parameter values. To learn more about parameters, see the [Using Dashboard Parameters](../data-analysis/using-dashboard-parameters.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md deleted file mode 100644 index a847642c00..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md +++ /dev/null @@ -1,389 +0,0 @@ ---- -title: Expression Constants, Operators, and Functions -author: Boris Zaitsev ---- -# Expression Constants, Operators, and Functions - -The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. - -The tables below contain constants, operators, and functions you can use in dashboard expressions. - -## Constants - -| Constant | Description | Example | -|---|---|---| -| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| -| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | -| True | Represents the Boolean True value. | [InStock] == True | -| False | Represents the Boolean False value. | [InStock] == False | -| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | -| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | -| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | -| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | - -You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. - -_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ - -The following two examples are identical, but the second one allows you to avoid formatting errors. - -_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ - -_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ - -When parameters are not specified, a parameter placeholder is substituted with null. - -_CriteriaOperator.Parse("[Region] != ?")_ - -## Operators - -| Operator | Description | Example | -|--|--|--| -| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | -| - | Finds the difference between two numbers. | [Price1] - [Price2] | -| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | -| / | Divides the first operand by the second. | [Quantity] / 2 | -| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | -| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | -| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | -| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | -| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | -| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | -| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | -| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | -| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | -| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | -| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | -| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | -| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | -| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | -| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | -| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | -| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | -| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | -| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | -| ! | Performs a logical negation on a Boolean expression. | ![InStock] | -| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | -| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | -| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | - -## Functions - -**Advanced Functions - Intermediate Aggregation Level** - -| Function | Description | Example | -|---|---|---| -| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | -| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | -| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| -| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | -| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| -| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| - - -**Aggregate Functions** - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | -| Count() | Returns the number of values. | Count() | -| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | -| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | -| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | -| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | -| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | -| Median(Value) | Returns the median of the values. | Median([Profit]) | -| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | -| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | -| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | -| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | -| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | - - -**Window Functions** - -| Function | Description | Example | Image | -|--|--|--|--| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../images/calculationfunction_last123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../images/calculationfunction_first123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../images/calculationfunction_index123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../images/calculationfunction_size123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../images/calculationfunction_lookup123019.png) | -| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | -| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | -| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | -| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | -| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../images/calculationfunction_runningavg123020.png) | -| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../images/calculationfunction_runningmax123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../images/calculationfunction_runningmin123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../images/calculationfunction_runningsum123027.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../images/calculationfunction_windowavg123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | -![CalculationFunction_WindowCount_plus2](../../../images/calculationfunction_windowcount_plus2123032.png) | -| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../images/calculationfunction_windowmax123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../images/calculationfunction_windowmin123036.png) | -| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../images/calculationfunction_windowmedian123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../images/calculationfunction_windowsum-plus2123037.png) | -| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | -| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | -| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | -| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../images/calculationfunction_total123030.png) | - -> [!IMPORTANT] -> Note that window functions cannot be used inside [Aggr](aggregations.md). - -**Date-time Functions** - -| Function | Description | Example | -|---|---|---| -| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | -| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | -| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | -| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | -| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | -| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | -| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | -| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | -| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | -| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | -| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | -| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | -| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | -| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | -| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | -| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | -| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | -| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | -| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | -| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | -| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | -| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | -| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | -| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | -| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | -| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | -| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | -| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | -| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | -| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | -| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | -| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | -| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | -| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | -| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | -| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | -| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | -| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | -| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | -| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | -| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | -| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | -| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | -| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | -| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | -| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | -| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | -| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | -| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | -| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | -| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | -| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | -| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | -| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | -| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | -| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | -| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | -| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | -| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | -| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | -| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | -| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | -| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | -| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | -| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | -| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | -| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | -| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | -| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | -| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | -| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | -| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | -| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | -| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | -| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | -| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | -| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | -| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | -| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | -| Now() | Returns the current system date and time. | AddDays(Now(), 5) | -| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | -| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | -| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | - -**Logical Functions** - -{| -|- - -! Function -! Description -! Example -|- - -| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) -| Returns one of several specified values depending upon the values of logical expressions. - -The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - -- Each odd argument specifies a logical expression; - -- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; - -- **...** - -- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. -| Iif(Name = 'Bob', 1, 0)") - -Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) - -|- - -| IsNull(Value) -| Returns True if the specified Value is NULL. -| IsNull([OrderDate]) -|- - -| IsNull(Value1, Value2) -| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. -| IsNull([ShipDate], [RequiredDate]) -|- - -| IsNullOrEmpty(String) -| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. -| IsNullOrEmpty([ProductName]) -|- - -| ToBoolean(Value) -| Converts Value to an equivalent Boolean value. -| ToBoolean([Value]) -|} - -**Math Functions** - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -**String Functions** - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - - - - -## Operator Precedence -When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. - -_Amount == 2 + 48 * 2_ - -_Amount == (2 + 48) * 2_ - -## Case Sensitivity -Operators are case insensitive. Although field values’ case sensitivity depends on the data source. - -> [!NOTE] -> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: -> -> _Lower(Name) == Upper(Name)_ - -## Escape Keywords -You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. - -_\@Or = 'value'_ - - -## Escape Characters - -Use a backslash (\) as an escape character for characters in expressions. Examples: - -- \\[ -- \\\ -- \\' diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md deleted file mode 100644 index a935267530..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: Cascading Parameters -author: Polina Tuyreva ---- -# Cascading Parameters - -Create cascading parameters to filter a list of predefined parameter values based on another parameter's values. The following image illustrates cascading parameters where the **pProducts** parameter values are filtered by the selected category: - -![Dashboard for WinForms - Cascading Parameters](../../../../images/cascading-parameters-winforms.gif) - -In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#dynamic-list) settings. - -## Create Cascading Parameters - -The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../work-with-data/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. - -In this tutorial, you will create two dashboard parameters: -* The **pCategory** parameter filters the *Products* query. The *Products* query is a data source for the **pProducts** parameter. -* The **pProducts** parameter filters the *OrderReports* query. - -The steps below create cascading parameters in the WinForms Dashboard Designer: - -1. Create a dashboard parameter called **pCategory** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* as a value member. - - The parameter settings may look as follows: - - ![Dashboard for WinForms - Create Dashboard Parameter](../../../../images/category-parameter-cascading.png) - -2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* query. - - To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: - - ![Dashboard for WinForms - Filter Query](../../../../images/category-parameter-filter-cascading.png) - - The resulting query looks as follows: - - ``` - [Products.CategoryID]=?pCategory - ``` - -3. Create a dashboard parameter called **pProducts** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* as a value member. - - The parameter settings may look as follows: - - ![Dashboard for WinForms - Create Dashboard Parameter](../../../../images/products-parameter-cascading.png) - - -4. Use the **pProducts** dashboard parameter to filter the *OrderReports* query. - - To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: - - ![Dashboard for WinForms - Filter Queries](../../../../images/products-parameter-filter-cascading.png) - - The resulting query looks as follows: - - ``` - [OrderReports.ProductID] In ?pProducts - ``` - -5. Create a Grid item to visualize data from the filtered *OrderReports* query. - ->[!TIP] ->When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md deleted file mode 100644 index e1eef4edbb..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md +++ /dev/null @@ -1,142 +0,0 @@ ---- -title: Create a Dashboard Parameter -author: Natalia Kazakova -legacyId: 16522 ---- -# Create a Dashboard Parameter in the WinForms Designer - -This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer. - -## Create a Parameter in the UI - -To create dashboard parameters in the Dashboard Designer, follow the steps below. - -1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page. - - ![Ribbon - Parameters Button](../../../../images/parameters_addparameterbutton_ribbon21711.png) - -2. In the invoked dialog, click the **Add** button to create a dashboard parameter. - - ![Dashboard Parameters Dialog - Add Parameters](../../../../images/parameters_parametersdialog21716.png) - -3. Specify the parameter's settings and click **OK** to save the created parameter. - -## Parameter Settings - -### Name - -Specifies the parameter name. - -When you create and modify parameter names, follow the rules below: - -* A name can contain letters, numbers, and underscores. -* A name cannot contain spaces. -* A name cannot be an empty string. -* The dashboard cannot contain parameters with the same name. -* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . - -### Description - -Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -![Dashboard Parameters Dialog - Parameter Description](../../../../images/dashboard-parameter-description-win.png) - -### Visible - -Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -### Allow Null - -Specifies whether a null value can be passed as a parameter value. - -### Allow Multiselect - -Specifies whether multi-selection is enabled for the current parameter. - -The following limitations apply to parameters with multi-selection enabled: - -* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. -* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. - -### Select All Values - -Specifies whether all parameter values should be selected in the initial state of the dashboard. - -Note that this option is in effect when **Allow Multiselect** is enabled. - -### Type - -Specifies the parameter type. - -The following types are available: - -* String -* Date -* Time -* Date and Time -* Number (16-bit integer) -* Number (32-bit integer) -* Number (64-bit integer) -* Number (floating point) -* Number (double-precision floating point) -* Number (decimal) -* Boolean -* GUID (Globally Unique Identifier) - -### Value - -Specifies the default parameter value. - -Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values. - -### Look-Up Settings - -Specifies the parameter's look-up settings. - - -Select the option from the **Look-Up Settings** drop-down list. - -![Parameters Dialog - Look-Up Settings](../../../../images/parameters_parametersdialog_lookupsettings21718.png) - -The following **Look-Up Settings** are available in the WinForms Dashboard: - -#### No Look-Up - -An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -You can set the default value for the parameter in the parameter setting: - -![Dashboard Parameter Look-Up Settings - No Look-Up](../../../../images/parameters_lookupsettings_nolookup21722.png) - -#### Static List - -An end user selects a parameter value from a static list. - -To add predefined parameter values, click the ellipsis button in the parameter settings: - -![Dashboard Parameters Look-Up Settings - Static List](../../../../images/parameters_lookupsettings_static21723.png) - - -#### Dynamic List - -An end user selects a parameter value defined in a data source. - -![Dashboard Parameters Look-Up Settings - Dynamic List](../../../../images/parameters_lookupsettings_dynamic21842.png) - ->[!TIP] ->You can also create cascading parameters in the Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -To provide access to data source values, specify the following options: - -|UI Settings|Description| -|--------|-----------|---| -|**Data Source**| Specifies the data source for the dashboard parameter.| -|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| -|**Value Member**|Specifies the name of the data field for the parameter values.| -|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| -|**Sort By** (optional)|Specifies the data member used to sort parameter values.| -|**Sort Order** (optional)|Specifies the sort order.| - -> [!NOTE] -> You cannot use an OLAP data source as the data source for a dashboard parameter. - diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md deleted file mode 100644 index 98c29f68f0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md +++ /dev/null @@ -1,92 +0,0 @@ ---- -title: Reference Dashboard Parameters -author: Natalia Kazakova -legacyId: 16523 ---- -# Reference Dashboard Parameters in WinForms - -This topic describes how to reference a [dashboard parameter](creating-parameters.md) in [condition format expressions](#conditional-formatting), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. - -## SQL Queries and Stored Procedures -You can filter the SQL data sources dynamically if you bind a [query parameter](../../work-with-data/pass-query-parameters.md) to a dashboard parameter. - -You can access the query parameter settings in the second page of the [Query Editor](../../work-with-data/using-the-query-editor.md) or in the [Query Builder](../../work-with-data/using-the-query-builder.md) by clicking the **Edit Parameters** button. - -Select the *Expression* checkbox and in the **Value** column, select the dashboard parameter, or specify an expression with a dashboard parameter in **Expression Editor**. - -![Query Editor - Configure Query Parameters](../../../../images/queryeditor_passdashboardparameter121219.png) - -Refer to the following article for more information about query parameters: [Use Query Parameters](../../work-with-data/pass-query-parameters.md). - ->[!TIP] ->You can also create cascading parameters in the WinForms Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -## Data Source Filtering - -You can use dashboard parameters to filter Excel, Object, and Extract data sources. - -To apply filtering to a data source, click the **Filter** button in the **Data Source** Ribbon tab. - -![Data Source Filter Button](../../../../images/datasourcefiltering_filterbutton_ribbon22300.png) - -In the invoked [Filter Editor](~/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md), specify the filter criteria. To compare a field value with a parameter value, click the ![Parameters_FilterEditor_CompareButton](../../../../images/parameters_filtereditor_comparebutton21820.png) button and then the ![Parameters_FilterEditor_CompareButton2](../../../../images/parameters_filtereditor_comparebutton221824.png) button. Then, click the second operand's placeholder to invoke the list of available parameters and select the required parameter: - -![Data Source Filtering - Filter Criteria with a Parameter](../../../../images/filter-ds-parameterpselection-win.png) - -The ![Parameters_FilterEditor_CompareButton3](../../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. - -## Conditional Formatting - -You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. - -To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-and-edit-a-format-rule), click the menu button of the required data item and select **Add Format Rule | Expression**: - -![Format Rule - Expression Type](../../../../images/win-conditional-formatting-expression.png) - -In the invoked **Expression** dialog, specify the format rule and other settings. To compare a field value to a parameter value, click the ![Filter Editor - Button](../../../../images/parameters_filtereditor_comparebutton21820.png) button of the second operand, and then click the ![Filter Editor - Button](../../../../images/parameters_filtereditor_comparebutton221824.png) button. After that, click the operand's placeholder and select the dashboard parameter. - -![Expression Dialog -Compare to a Dashboard Parameter](../../../../images/expressiondialog_passparameter121501.png) - -The ![Parameters_FilterEditor_CompareButton3](../../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. - -Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. - ->[!TIP] ->For more information on conditional formatting, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). - - -## Calculated Fields - -You can use parameters when you construct [expressions](../../data-analysis/expression-constants-operators-and-functions.md) for [calculated fields](../../work-with-data/creating-calculated-fields.md). This allows you to dynamically evaluate values of the calculated field depending on the current parameter value. - -To reference a dashboard parameter in the calculated field expression, add or edit a calculated field. In the invoked **Expression Editor**, select the dashboard parameter from the **Parameters** section. - -![Parameters_CalculatedFields](../../../../images/parameters_calculatedfields21730.png) - -Click **OK** to save the expression. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. - ->[!TIP] ->For more information on calculated fields in WinForms Dashboard, refer to the following article: [Calculated Fields](../../work-with-data/creating-calculated-fields.md). - -## Window Calculations - -You can use dashboard parameters in [window calculations](../../data-analysis/window-calculations/window-calculations-overview.md). This allows you to apply specific computations to measure values depending on the current parameter value. - -To reference the dashboard parameter value in a window calculation, create a window calculation of the **Custom** type: - -![Data Item Menu - Custom Calculation](../../../../images/win-custom-window-calculation.png) - -Then, select the calculation type and click the **Edit in Expression Editor** button: - -![Customize Calculation Window](../../../../images/customize-calculation-edit-button.png) - -In the invoked **Expression Editor** window, construct an expression. To reference a dashboard parameter, select the **Parameters** category and double-click the required parameter from the list of the available dashboard parameters. - -![Window Calculation with Dashboard Parameters](../../../../images/passingparameters_windowcalculation124377.png) - -Click **OK** to apply the specified settings. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. - ->[!TIP] ->For more information on window calculations in WinForms Dashboard, refer to the following article: [Window Calculations](../../data-analysis/window-calculations.md). diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 8943e3a1ef..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Specify Dashboard Parameter Values - -author: Natalia Kazakova -legacyId: 16524 ---- -# Specify Dashboard Parameter Values - -The Dashboard Designer includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the [parameter settings](creating-parameters.md#parameter-settings). Set the [Visible](creating-parameters.md#visible) property to `true` to display the parameter in the **Dashboard Parameters** dialog. - -To invoke the **Dashboard Parameters** dialog, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: - -![Dashboard Parameters Dialog in WinForms](../../../../images/dashboard-parameters-dialog-win.gif) - -To reset changes to the default values, click the **Reset** button. diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-definition.md b/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-definition.md deleted file mode 100644 index bbf9676f18..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-definition.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Window Definition -author: Natalia Kazakova -legacyId: 116579 ---- -# Window Definition -A _window definition_ specifies a window that limits measure values participating in a calculation. To learn more, see [Window Calculations Overview](window-calculations-overview.md). - -## Dashboard Item Window Definition -The following table lists window definitions in terms of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. A calculation is performed using the [Index](calculation-functions-reference.md) function along the following _[directions](window-calculations-overview.md)_. - -| Direction | Description | Example | Example Description | -|---|---|---|---| -| Columns | A calculation is performed horizontally through Pivot columns. | ![Pivot_CalculateAlongColumns](../../../../images/img123390.png) | In this example, a window is a combination of _Country_/_Category_ dimensions. | -| Rows | A calculation is performed vertically through Pivot rows. | ![Pivot_CalculateAlongRows](../../../../images/img123391.png) | In this example, a window is a combination of _Year_/_Quarter_ dimensions. | -| Columns / Rows | A calculation is performed horizontally through Pivot columns, then rows. | ![Pivot_CalculateAlongColumnsRows](../../../../images/img123392.png) | In this example, a window is the entire pivot table. | -| Rows / Columns | A calculation is performed vertically through Pivot rows, then columns. | ![Pivot_CalculateAlongRowsColumns](../../../../images/img123393.png) | In this example, a window is the entire pivot table. | -| Columns within Groups | A calculation is performed horizontally through Pivot columns within _groups_. | ![Pivot_CalculateAlongColumns_Groups](../../../../images/img123394.png) | In this example, a window is a combination of the _Country_/_Category_ and _Year_ dimensions. | -| Rows within Groups | A calculation is performed vertically through Pivot rows within _groups_. | ![Pivot_CalculateAlongRows_Groups](../../../../images/img123395.png) | In this example, a window is a combination of the _Year_/_Quarter_ and _Country_ dimensions. | -| Columns / Rows within Groups | A calculation is performed horizontally through Pivot columns then rows within _groups_. | ![Pivot_CalculateAlongColumnsRows_Groups](../../../../images/img123396.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | -| Rows / Columns within Groups | A calculation is performed vertically through Pivot rows, then columns within _groups_. | ![Pivot_CalculateAlongRowsColumns_Groups](../../../../images/img123397.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | - -_* Group_ - an area that is limited by a set of values corresponding to the bottommost partitioning dimensions. - -## Specific Window Definition -If necessary, you can manually specify the set of dimensions that fall into the _window_. These dimensions are called _window dimensions_. - -For instance, the [Index](calculation-functions-reference.md) function is applied to measure values of the pivot table below using the _OrderDate (Year)_ and _Country_ window dimensions. - -![Pivot_CalculateAlongSpecificDimensions](../../../../images/img123403.png) - -The **Specific Window Definition** dialog allows you to do this. - -![SpecificWindowDefinitionDialog](../../../../images/img123402.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping.md deleted file mode 100644 index 648ee0c0b5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Data Shaping -author: Natalia Kazakova -legacyId: 16528 ---- -# Data Shaping -This section describes how to perform various data shaping operations (such as grouping, sorting and filtering) in the **Dashboard Designer**. - -The section contains the following topics. - -![DataRepresentation_Summ](../../images/img11185.png) [Summarization](data-shaping/summarization.md) - -![DataRepresentation_Group](../../images/img11184.png) [Grouping](data-shaping/grouping.md) - -![DataRepresentation_Sort](../../images/img11187.png) [Sorting](data-shaping/sorting.md) - -![DataRepresentation_Filter](../../images/img11183.png) [Filtering](data-shaping/filtering.md) - -![DataRepresentation_TopN](../../images/img11305.png) [Top N](data-shaping/top-n.md) - -![DataRepresentation_Format](../../images/img11186.png) [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/filtering.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/filtering.md deleted file mode 100644 index 140f4adfa0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/filtering.md +++ /dev/null @@ -1,90 +0,0 @@ ---- -title: Filtering -author: Natalia Kazakova -legacyId: 16532 ---- -# Filtering -The Dashboard Designer allows you to filter data in the dashboard items or apply filters to a specific measure. [Dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) are used to build filter criteria. - -## Dashboard Item Filter - -Filters that apply to a [dashboard item](../dashboard-item-settings.md) affect only this item. To add filters, select the target dashboard item and do one of the following: - -* Click the **Edit Filter** button in the Ribbon menu's **Data** tab. - - ![DataShaping_Filtering_EditFilterButton](../../../images/datashaping_filtering_editfilterbutton19368.png) -* Right-click a dashboard item and select **Edit Filter** from its context menu. - - ![DataShaping_Filtering_EditFilterMenuItem](../../../images/datashaping_filtering_editfiltermenuitem19369.png) - -This invokes the [Filter Editor](~/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md) dialog that allows you to build complex filter criteria: - -![DataShaping_Filtering_FilterEditor](../../../images/datashaping_filtering_filtereditor19370.png) - -> [!Tip] -> **Documentation**: [Filter Editor](~/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md) - -To clear the applied filter, select **Clear** from the dashboard item's context menu or click the **Clear** button in the **Data** Ribbon tab. - -## Measure Filter - -You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. - -Select a dashboard item and right-click a measure to be filtered. Select **Edit Filter** from its context menu. - -![win-filter-to-measure-menu](../../../images/win-filter-to-measure-menu.png) - -This invokes the **Filter Editor** dialog where you can specify filter criteria: - -![win-filter-editor-for-measure](../../../images/win-filter-editor-for-measure.png) - -The filtered measure has the _Filter_ icon: - -![win-filtered-measure-icon](../../../images/win-filtered-measure-icon.png) - -To clear the applied filter, select **Clear** from the measure's context menu. - -> [!Note] -> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). - -The image below shows a Chart with three measures: - -- _2019 - Opened_ is filtered by year 2019. -- _2020 - Opened_ is filtered by year 2020. -- _Opened_ is the original measure without filters. - -![win-filter-to-measure-year](../../../images/win-filter-to-measure-year.png) - -## Visible Data Filter - -You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - - -Click the **Set Visible Data Filter** button in the Ribbon menu's **Data** tab to invoke the Visible Data Filter Editor, where you can set a filter condition: - -![win-filter-visible-data-filter-ribbon-button](../../../images/win-filter-visible-data-filter-ribbon-button.png) - -For example, a Grid dashboard item has 35 rows and displays sales percentages. - -![win-filter-visible-data-filter-original-grid](../../../images/win-filter-visible-data-filter-original-grid.png) - -The image below shows the difference between filters (the filter condition is the same): - -- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. -- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. - -![win-filter-visible-data-filter-grids](../../../images/win-filter-visible-data-filter-grids.png) - -## Pass Parameter Values -You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: [Pass Parameter Values](../data-analysis/using-dashboard-parameters/passing-parameter-values.md). - -## OLAP Filtering Specifics -You cannot filter data by building complex filter criteria in [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. Instead, select the values you wish to include in or exclude from the dashboard to filter dimension attributes and hierarchies. - -For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display. - -![ProvidingData_OLAP_Filter_Standard](../../../images/img19755.png) - -For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level. - -![ProvidingData_OLAP_Filter_Hierarchical](../../../images/img19754.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/formatting-data.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/formatting-data.md deleted file mode 100644 index af6740294d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/formatting-data.md +++ /dev/null @@ -1,149 +0,0 @@ ---- -title: Formatting Data -author: Natalia Kazakova -legacyId: 16534 ---- -# Formatting Data -Dashboard allows you to customize various data format settings for numeric and date-time values. -* [Formatting Numeric Values](#formatting-numeric-values) -* [Formatting Date-Time Values](#formatting-date-time-values) -* [Currency Formatting Specifics](#currency-formatting-specifics) - -## Formatting Numeric Values -To specify a format for numeric values, select **Format** from the data item menu. - -![Formatting_Numeric_MenuItem](../../../images/img19376.png) - -This invokes the **Numeric Format** window. - -![Formatting_Numeric_Dialog](../../../images/img19375.png) - -In the **Format type** field, select the required format type. - -| Format Type | Description | -|---|---| -| **Auto** | Format settings are automatically determined based on the data type. | -| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | -| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | -| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | -| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | -| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | - -Other format settings are in effect for only specific format types. - -| Setting | Description | Format Types | -|---|---|---| -| **Unit** | The unit to which values should be converted. | Number, Currency | -| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | -| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | Currency | -| **Currency culture** | For currencies used in a region with several cultures, specifies the culture that defines format settings. | Currency | -| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | - -## Formatting Date-Time Values -To specify a format for date-time values, use the **Format** submenu in the data item menu. - -![Formatting_DateTime_ContextMenu](../../../images/img19382.png) - -This submenu lists the available format types that depend on the selected group interval (for details on group intervals, see [Grouping](grouping.md)). - -> [!NOTE] -> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** submenu is not displayed for such group intervals. - -The following list shows format types by group interval. -* Year - * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). - * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Month - * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). - * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). - * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). -* Hour - * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). - * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). -* Day of Week - * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). - * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). - * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Day-Month-Year - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Date-Hour - * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Date-Hour-Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Date-Hour-Minute-Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -The list below illustrates format types related to the **Exact Date** group interval. -* Year - * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). -* Month - * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). -* Day - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Hour - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -## Currency Formatting Specifics -The Dashboard allows you to specify a currency format at two levels: for the entire dashboard and for individual data items. -1. **Data Item Currency** - - To specify which currency to use for a particular data item, select **Format** from the data item menu. - - ![Formatting_Numeric_MenuItem](../../../images/img19376.png) - - In the **Numeric Format** dialog, select _Currency_ in the **Format type** field and use the **Currency** combo box to select the required currency. - - ![Formatting_Numeric_Dialog_Currency](../../../images/img19380.png) - - > [!NOTE] - > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. - - For regions with several cultures, you can also select the culture that will be used to format currency values. - - ![Formatting_Numeric_Dialog_CurrencyCulture](../../../images/img19381.png) - - You can also apply the default dashboard currency by selecting _Use dashboard settings_ in the **Currency** field. -2. **Dashboard Currency** - - You can also specify the default currency for the dashboard. This setting will be applied to dashboard items that have no currency defined. - - To set the dashboard currency, click the **Currency** button in the Ribbon. - - ![Formatting_Numeric_Currency_RibbonButton](../../../images/img19379.png) - - This invokes the **Dashboard Currency** window. In this window, select the required currency using the **Currency** combo box. - - ![Formatting_Numeric_Currency_DashboardCurrencyDialog_Currency](../../../images/img19378.png) - - > [!NOTE] - > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. - - For regions with several cultures, you can also select the culture that will be used to format currency values. - - ![Formatting_Numeric_Dialog_CurrencyCulture](../../../images/img19381.png) - - Additionally, you can specify the client culture that should be used for the dashboard by selecting the _Use client system settings_ item. In this instance, the current system culture will be used in WinForms applications, and the client culture will be used in Web applications. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/grouping.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/grouping.md deleted file mode 100644 index 122e63e9b3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/grouping.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 16530 ---- -# Grouping -The **Dashboard Designer** allows you to group dimension values and display summaries for entire groups rather than individual values. - -You can arrange dimension values in groups of different sizes by specifying the appropriate **group interval**. For instance, date-time values can be grouped by years, months, quarters, etc. - -This topic lists the supported text and date-time group intervals, and describes how to change the group interval. - -The following sections are available. -* [Text Group Intervals](#textgroupintervals) -* [Date-Time Group Intervals](#datetimegroupintervals) -* [Changing Group Interval](#changegroupinterval) - -## Text Group Intervals -String values support the following grouping intervals. -* **No Grouping** - each value is displayed "as is". -* **Alphabetical** - values are grouped alphabetically (e.g., A, B, C, ... Z). - -## Date-Time Group Intervals -Date-time values support the following group intervals. - -> [!NOTE] -> Examples in the table below are formatted using the default settings. To learn how to customize format settings, see [Formatting Data](formatting-data.md). - -| Group interval | Description | Examples | -|---|---|---| -| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | -| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | -| **Month** | Values are grouped by the month. | January, February, March, ... December | -| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | -| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | -| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | -| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | -| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | -| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | -| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | -| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | -| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | -| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | -| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | -| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | -| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | -| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | -| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | -| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | - -## Changing Group Interval -To specify the group interval in the Designer, invoke the data item menu and select the desired group interval. Less common group intervals are organized in the **More** submenus. - -![DataShaping_GroupInterval_DateTime_Menu](../../../images/img19330.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/sorting.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/sorting.md deleted file mode 100644 index 64b341b0cb..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/sorting.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Sorting -author: Natalia Kazakova -legacyId: 16531 ---- -# Sorting -The Dashboard Designer allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by parameter values. -* [Changing Sort Order](#changing-sort-order) -* [Sorting by Measure Values](#sorting-by-measure-values) -* [OLAP Sorting Specifics](#olap-sorting-specifics) - -## Changing Sort Order -The sort order of dimension values is indicated with an arrow. - -![DataShaping_Sorting_Arrow](../../../images/img19365.png) - -To change the sort order in the Designer, click the data item. You can also toggle sorting from the data item menu. - -![DataShaping_Sorting_ContextMenu](../../../images/img19366.png) - -## Sorting by Measure Values -Dashboard allows you to sort dimension values by summary values calculated for a specific measure. - -To enable sorting by measure in the Designer, use the **Sort by** submenu in the dimension's menu. - -![DataShaping_Sorting_SortByMeasure](../../../images/img19367.png) - -You can also sort dimension values by the values of [hidden measures](../bind-dashboard-items-to-data/hidden-data-items.md). - -## OLAP Sorting Specifics -In [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode, you can use the following options to specify the sort order for attribute members. - -![DimensionAttribute_Sorting](../../../images/img118928.png) -* **No Sorting** - Specifies the default server sorting for the current attribute. -* **Sort by** - Allows you to choose the OLAP member property by whose values sorting is performed: - * **(Value)** - sorting is performed by member values; - * **(Display Text)** - soring is performed by captions associated with members; - * **(Key)** - sorting is performed by member keys; - * **(ID)** - sorting is performed by member IDs. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/summarization.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/summarization.md deleted file mode 100644 index af81780b84..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/summarization.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Summarization -author: Natalia Kazakova -legacyId: 16529 ---- -# Summarization -To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. - -![Charts_DataBinding_Values](../../../images/img18722.png) - -This topic describes how to specify which summary function should be calculated against a particular measure. - -The following sections are available. -* [Summary Function Types](#summaryfunctiontypes) -* [Changing Summary Type](#changingsummarytype) - -## Summary Function Types -The following summary functions are available. -* **Count** - The number of values (excluding **Null** and **DBNull** values). - - This is the only summary type that can be calculated against non-numeric data. -* **Count Distinct** - The number of distinct values. -* **Sum** - The sum of the values. - - ![func_sum](../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../images/img4457.png) -* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. - - ![func_stddev](../../../images/img4458.png) -* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. - - ![func_stddevp](../../../images/img4459.png) -* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. - - ![func_var](../../../images/img4461.png) -* **VarP** - The variance of a population, where the population is the entire data to be summarized. - - ![func_varp](../../../images/img4462.png) -* **Median** - The _median_ of the values (excluding **Null** and **DBNull** values). A _median_ is the number separating the higher half of a value range from the lower half. - -## Changing Summary Type -By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. - -You can change the summary function type for numeric measures. To do this in the Designer, invoke the data item menu and select the desired summary type. Less common summary types are organized in the **More** submenu. - -![DataShaping_SummaryTypeMenu](../../../images/img19326.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/top-n.md b/dashboard-for-desktop/articles/dashboard-designer/data-shaping/top-n.md deleted file mode 100644 index e507fdb9ba..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/data-shaping/top-n.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Top N -author: Natalia Kazakova -legacyId: 16533 ---- -# Top N -The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. - -To display the top values in a dimension, select **Top N** from the data item menu. - -![DataShaping_TopN_MenuItem](../../../images/img19373.png) - -This invokes the **Top N Values** dialog. - -![DataShaping_TopN_Dialog](../../../images/img19374.png) - -In this dialog, check the **Enabled** check box and specify the following settings. - -| Setting | Description | -|---|---| -| **Mode** | Specifies whether top or bottom values should be displayed. | -| **Count** | The number of values to be displayed. | -| **Measure** | The parameter that will determine the top or bottom value. | -| **Show "Others" value** | If enabled, all values that are not the top/bottom values are consolidated in the "Others" value. | - -You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter that will determine the top or bottom value. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/interactivity/drill-down.md b/dashboard-for-desktop/articles/dashboard-designer/interactivity/drill-down.md deleted file mode 100644 index 9a09f13ec7..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/interactivity/drill-down.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16537 ---- -# Drill-Down -Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. The Drill-Down feature enables users to drill down to display detail data, or drill up to view more general information. - -![Anim_Cards_DrillDown](../../../images/img19995.gif) -* [Enable Drill-Down](#enable-drill-down) -* [Perform Drill-Down](#perform-drill-down) - -## Enable Drill-Down -Drill-down requires that the [data section](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) contains several dimensions... - -![DrillDown_DataItems_SeveralDimensions](../../../images/img22541.png) - -... or a hierarchy data item (in [OLAP mode](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md)). - -![DrillDown_DataItems_Hierarchy](../../../images/img22542.png) - -To enable drill-down, click the **Drill-Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../images/img19513.png) button if you are using the toolbar menu). - -![Chart_Interactivity_DrillDown_Ribbon](../../../images/img21872.png) - -> [!NOTE] -> If the selected dashboard item contains several types of elements that can be used for drill-down, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., **Arguments** and **Series** buttons in a Chart). For details, refer to the documentation for the individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) topic. - -The following dashboard items support the Drill-Down feature. -* [Chart](../dashboard-item-settings/chart.md) -* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) -* [Grid](../dashboard-item-settings/grid.md) -* [Pies](../dashboard-item-settings/pies.md) -* [Cards](../dashboard-item-settings/cards.md) -* [Gauges](../dashboard-item-settings/gauges.md) -* [Treemap](../dashboard-item-settings/treemap.md) - -## Perform Drill-Down -To learn how you can drill down using a particular [dashboard item](../dashboard-item-settings.md), refer to the **Drill-Down** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/interactivity/master-filtering.md b/dashboard-for-desktop/articles/dashboard-designer/interactivity/master-filtering.md deleted file mode 100644 index 0ae674b769..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/interactivity/master-filtering.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16536 ---- -# Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). You can select elements in a **Master Filter** item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. - -![MainFeatures_MasterFiltering_Win](../../../images/img25347.gif) -* [Master Filtering Overview](#master-filtering-overview) -* [Master Filter Settings](#master-filter-settings) -* [Apply Filtering](#apply-filtering) - -## Master Filtering Overview -Dashboard items can be divided into four groups by their master filtering capabilities. -1. **Data visualization dashboard items** allow you to enable master filtering by specifying the selection mode. The following dashboard items allow you to manage their master filtering mode. - * [Chart](../dashboard-item-settings/chart.md) - * [Scatter Chart](../dashboard-item-settings/scatter-chart.md) - * [Grid](../dashboard-item-settings/grid.md) - * [Pies](../dashboard-item-settings/pies.md) - * [Cards](../dashboard-item-settings/cards.md) - * [Gauges](../dashboard-item-settings/gauges.md) - * [Choropleth Map](../dashboard-item-settings/choropleth-map.md) - * [Geo Point Maps](../dashboard-item-settings/geo-point-maps.md) - * [Treemap](../dashboard-item-settings/treemap.md) - - To learn how to manage master filtering for these items, see [Master Filter Settings](#master-filter-settings). -2. **Filter elements** represent a special type of dashboard item whose main purpose is to apply filtering to other dashboard items. This capability is always enabled for these dashboard items. - - The following filter elements are available. - * Combo Box - * List Box - * Tree View - - Instead of switching between standard master filtering modes, some filter elements allow you to switch their type. This allows you to select a single value or multiple values. - - To learn more, see the [Filter Elements](../dashboard-item-settings/filter-elements.md) section. -3. **Range Filter** is a special type of dashboard item that displays a chart with selection thumbs and allows you to filter out values displayed along the argument axis. - - To learn more, see the [Range Filter](../dashboard-item-settings/range-filter.md) section. -4. **Dashboard item group** allows you to manage interaction between dashboard items in and out of the group. - - To learn more about the interactivity capabilities of the dashboard item group, see the **Interactivity** paragraph in the [Dashboard Item Group](../dashboard-item-settings/dashboard-item-group.md) topic. - -## Master Filter Settings -### Master Filtering Modes - -The Master Filter item supports two selection modes. -* _Multiple_ - Allows you to select multiple elements in the Master Filter item. -* _Single_ - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To enable/disable master filtering, use the **Multiple Master Filter** or **Single Master Filter** buttons in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MultipleMasterFilter_Ribbon](../../../images/img21845.png) - -> [!NOTE] -> If the selected dashboard item contains several types of elements that can be used for filtering, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., the **Arguments** and **Series** buttons in the Chart). For details, refer to the documentation for individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) section. - -### Filtering Across Data Sources - -When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. - -Fields are matched by their full names. For fields in other data sources to be affected by Master Filtering, their names must match the name of the field in the current data source, and they must belong to the same hierarchy level so that their full names also match. For instance, _Customer.City_ and _Customer.Address.City_ will not be treated as matching fields. - -To enable filtering across data sources, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../../images/img19416.png) - -### Preventing Items from Being Filtered - -You can prevent specific dashboard items from being affected by Master Filters. To do this, use the **Ignore Master Filters** button in the **Data** Ribbon tab. - -![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../../images/img19417.png) - -## Apply Filtering -To learn how to apply filtering in a specific [dashboard item](../dashboard-item-settings.md), refer to the **Master Filtering** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/interactivity/neutral-filter-mode.md b/dashboard-for-desktop/articles/dashboard-designer/interactivity/neutral-filter-mode.md deleted file mode 100644 index 17d08b84c6..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/interactivity/neutral-filter-mode.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Neutral Filter Mode -author: Natalia Kazakova -legacyId: 400262 ---- - -# Neutral Filter Mode - -The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -The dashboard in the image below illustrates how the filter elements are initialized in **standard filter mode**. - -![](../../../images/win-neutral-filter-mode-off.png) - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../../images/win-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. - - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../../images/win-neutral-filter-mode-clear-master-filter.png) - diff --git a/dashboard-for-desktop/articles/dashboard-designer/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-designer/printing-and-exporting.md deleted file mode 100644 index ae0be532c2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/printing-and-exporting.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 16520 ---- -# Printing and Exporting -The Dashboard Designer provides the capability to print or export an entire dashboard and individual items. -* [Printing and Exporting Dashboards](#printing-dashboards) -* [Printing and Exporting Dashboard Items](#printing-dashboard-items) - -## Printing and Exporting Dashboards -To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../../images/img23662.png) button in the [dashboard title](dashboard-layout/dashboard-title.md) area and choose the required action. - -![WinViewer_Printing](../../images/img22453.png) - -### [Print Preview...](ui-elements/print-preview.md) - -Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available. - -![ExportToPDFDialog_Win](../../images/img22909.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. - -![ExportToImageDialog_Win](../../images/img22910.png) -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcelDialog_Win](../../images/img128217.png) -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Printing and Exporting Dashboard Items -To print or export a dashboard item, click the ![Printing_PrintButton](../../images/img19552.png) button in its [caption](dashboard-layout/dashboard-item-caption.md) and choose the required action. - -![Printing_PrintElementWIn](../../images/img19611.png) -* **[Print Preview...](ui-elements/print-preview.md)** - Allows you to customize the document before printing/exporting. -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-XPO-data-sources.md b/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-XPO-data-sources.md deleted file mode 100644 index 1639969e22..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-XPO-data-sources.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Binding to XPO Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to XPO Data Sources - -To connect to the XPO data source, perform the following steps. - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../../images/new-data-source.png) - -2. On the first page of the invoked **Data Source Wizard** dialog, select **eXpress Persistent Objects (XPO)** and click Next. - - ![chose-xpo-data-source](../../../images/xpo-selection.png) - -3. Choose the available entity type. - - ![specify-xpo-data-source](../../../images/xpo-selection-2.png) - diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-mongodb.md b/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-mongodb.md deleted file mode 100644 index f5b5ecb3b7..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-mongodb.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Binding to MongoDB -author: Margarita Zakhodyaeva ---- -# Binding to MongoDB - -The WinForms Designer allows you to connect to MongoDB in the Data Source Wizard. - -> [!NOTE] -> The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. - -Follow the steps below to establish a database connection: - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../../images/new-data-source.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **MongoDB** and click **Next**. - - ![Data Source Wizard DataBase MongoDB](../../../images/win-data-source-wizard-database-mongodb.png) - -3. Specify connection parameters on the next page in the following ways: - - - Pass an entire string. - - ![MongoDB Connection String](../../../images/win-data-source-wizard-mongo-specify-connection-parameters.png) - - Refer to the following topic for information about connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). - - - Enter connection fields individually. - - ![MongoDB Individual Connection Fields](../../../images/win-data-source-wizard-database-mongodb-individual.png) - - - -4. The following page allows you to configure queries. Select databases and collections that you want to load from the MongoDB instance. A string stored in a query's **Collection** column is the default name for the query. The names of MongoDB queries should be unique. You can use the **Alias** column to set unique names for queries in the same collection. To filter queries, add a filter string to the **Filter** column. - - ![Data Source Wizard MongoDB specify quueries](../../../images/win-data-source-wizard-mongodb-specify-queries.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-object-data-sources.md b/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-object-data-sources.md deleted file mode 100644 index 9247619bc5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-object-data-sources.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Binding to Object Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to Object Data Sources - -To bind a dashboard to an object data source, do the following. - -1. Click the New Data Source button in the Data Source ribbon tab. - - ![Choose_new_data_source](../../../images/choose-new-data-source.png) - -2. If you are allowed by your application vendor to connect an object data source, select **Object Binding**, click **Next**. - - ![Object_data_source_in_wizard](../../../images/wizard-object-data-source.png) - -3. On the next page, select the assembly containing the definition of the required class. - - ![select_class_type_definition](../../../images/select-class-type-definition-object-data-sources.png) - - Click **Next**. - -4. Select the class providing the required data and click **Next**. - - ![select_a_class](../../../images/select-a-class-object-data-source.png) - - For instance, this can be a custom class providing the required data or any TableAdapter used to query a database. - -5. On the final page, select the required data member used to obtain data and click **Finish**. - - ![select_a_data_source_member](../../../images/select-a-data-source-member.png) - diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connect-to-ef-data-sources.md b/dashboard-for-desktop/articles/dashboard-designer/provide-data/connect-to-ef-data-sources.md deleted file mode 100644 index 88f57e7fc4..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connect-to-ef-data-sources.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Connect to EF Data Sources -author: Margarita Zakhodyaeva ---- -# Connect to EF Data Sources - -To bind a dashboard to an Entity Framework data source from the current project, do the following: - -## Create a Data Source in the Data Source Wizard - -Click the **New Data Source** button in the **Data Source** ribbon tab. - -![Choose_new_data_source](../../../images/choose-new-data-source.png) - -### Select a Data Source and Specify Data Context - -On the first page of the invoked **Data Source Wizard** dialog, select **Entity Framework** and click **Next**. - -![ef_data_source_wizard](../../../images/ef-data-sourse-wizard.png) - -On the next page, select the required data context and click **Next**. - -![select_required_connection](../../../images/select-required-connection.png) - -### Select Data from the Database - -On the next page, specify a connection string used to establish a data connection. The following options are available: - -#### Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![choose_connection_string](../../../images/choose-connection-string.png) - -#### Custom Connection String - -Specify a custom connection string in the connection string editor. - -![specify_a_connection_string](../../../images/specify-a-connection-string.png) - -#### Predefined Connection String - -Select an existing connection string available in the current project. - -![EF select available string](../../../images/ef-select-a-predefined-connection-string.png) - -### Add Stored Procedures (Optionally) - -The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. - -![EF_AddStoredProcedurePage](../../../images/ef_addstoredprocedurepage119127.png) - -Click **Add** and select the required stored procedures to add to the data source. - -![EF_SelectStoredProcedures](../../../images/ef_selectstoredprocedures119128.png) - -Specify the **Value** passed as a stored procedure parameter. Click the **Preview** button to preview data returned by the stored procedure call. - -![EF_ConfigureProcedureParameters](../../../images/ef_configureprocedureparameters119129.png) - -As an alternative, enable the **Expression** check box to invoke the Expression Editor dialog. In the dialog, you can specify the expression or select an existing dashboard parameter to use it as a stored procedure parameter. - -### Apply filter Criteria - -On the last page, you can apply filter criteria to the resulting query. Click **Finish** to create the data source. - -![EF filter query](../../../images/ef_customconnectionstring118442.png) - -### Result - -The data source fields are displayed in the Data Source Browser: - -![EF data source in the Data Source Browser](../../../images/ef-resulting-data-source.png) - - diff --git a/dashboard-for-desktop/articles/dashboard-designer/save-a-dashboard.md b/dashboard-for-desktop/articles/dashboard-designer/save-a-dashboard.md deleted file mode 100644 index 0256b605bf..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/save-a-dashboard.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Save a Dashboard -author: Natalia Kazakova -legacyId: 16519 ---- -# Save a Dashboard -A dashboard provides the capability to save a dashboard definition (dashboard items, data sources, data binding, layout settings, etc.) to an XML file, and restore the dashboard from an XML file. - -## Saving a Dashboard -Once a dashboard is designed, you can save its definition to an XML file. In the **Dashboard Designer**, this can be accomplished in the following ways. -* You can save the dashboard by clicking the **Save** or **Save As** button in the Ribbon menu of the Designer. - - ![SaveButtons](../../images/img20050.png) - - This invokes the **Save As** dialog, which allows you to locate the folder in which you wish to store your file. -* The dashboard can be saved when the window containing the Dashboard Designer is closed. If the dashboard has been modified since the last save, a save confirmation dialog will be invoked. - - ![SaveConfirmationDialog](../../images/img20053.png) - -## Loading a Dashboard -A dashboard previously saved to an XML file can be loaded to the Dashboard Designer. - -You can open the dashboard by clicking the **Open** button in the Ribbon menu of the Designer. - -![OpenButton](../../images/img20055.png) - -This invokes the **Open File** dialog, which allows you to locate the required dashboard XML file. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/dashboard-surface.md b/dashboard-for-desktop/articles/dashboard-designer/ui-elements/dashboard-surface.md deleted file mode 100644 index f53cb32b41..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/dashboard-surface.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Dashboard Surface -author: Margarita Zakhodyaeva ---- - -# Dashboard Surface - -The **Dashboard Surface** is the rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). - -![EUDesigner_DashboardSurface](../../../images/eudesigner_dashboardsurface26155.png) - -You can configure a dashboard layout in the UI: - -* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) -* [Dashboard Layout](../dashboard-layout.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-source-browser.md b/dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-source-browser.md deleted file mode 100644 index d48a26c229..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-source-browser.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Data Source Browser -author: Natalia Kazakova -legacyId: 17252 ---- -# Data Source Browser -The **Data Source Browser** allows you to navigate through dashboard data sources. It displays the data source structure and allows you to [bind dashboard items](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) to the required data source fields using drag-and-drop operations. The Data Source Browser also enables you to manage [calculated fields](../work-with-data/creating-calculated-fields.md). - -![UIElements_DataSourceBrowser_Browser](../../../images/img20675.png) - -The Data Source Browser contains the following elements. -* **Data Source** drop-down list - allows you to select the required data source. -* **Query/Data Member** drop-down list - allows you to select the required query or data member. -* The following **Command buttons** are available. - - The ![UIElements_DataSourceBrowser_GroupFieldsButton](../../../images/img20695.png) button groups fields by type. - - The ![UIElements_DataSourceBrowser_SortAscendingButton](../../../images/img20696.png) and ![UIElements_DataSourceBrowser_SortDescendingButton](../../../images/img20697.png) buttons are used to switch the sort order. - - The ![DataSourceBrowser_RefreshFieldList](../../../images/img118211.png) button is used to refresh the Field List. -* **Field List** displays data source fields. You can drag these fields to the [data item placeholders](data-items-pane.md) to specify data binding. - -The Data Source Browser identifies the following data field types. - -| Icon | Description | -|---|---| -| ![field-list-icon-boolean](../../../images/img18791.png) | Boolean | -| ![field-list-icon-byte](../../../images/img18792.png) | Byte | -| ![field-list-icon-date-time](../../../images/img18795.png) | Date-time | -| ![field-list-icon-number](../../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../../images/img20881.png) | Numeric | -| ![field-list-icon-string](../../../images/img18798.png) | String | -| ![field-list-icon-calculated-field](../../../images/img18793.png) ![SummaryCalculatedFieldIcon](../../../images/img118212.png) | [Calculated field](../work-with-data/creating-calculated-fields.md) | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/undo-and-redo-operations.md b/dashboard-for-desktop/articles/dashboard-designer/undo-and-redo-operations.md deleted file mode 100644 index fd29127164..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/undo-and-redo-operations.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Undo and Redo Operations -author: Natalia Kazakova -legacyId: 17926 ---- -# Undo and Redo Operations -The **Dashboard Designer** keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. - -![UndoRedoButtons_Ribbon](../../images/img23905.png) - -To undo/redo the last action, use the following buttons. - -![WinDesigner_UndoRedoSingleAction](../../images/img127298.png) - -To undo/redo several actions at once, click the arrow next to **Undo**/**Redo** button and select the actions in the list that you want to undo/redo. - -![UndoButtonSeveralActions_Ribbon](../../images/img23910.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/data-inspector.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/data-inspector.md deleted file mode 100644 index 628c5ddef8..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/data-inspector.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw and aggregated data. - - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../../images/inspect-data-winforms.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. -* [Measures](../dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -Raw Data: - -![](../../../images/data-inspector-raw.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/filter-queries.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/filter-queries.md deleted file mode 100644 index 2cb5473297..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/filter-queries.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Filter Queries -author: Natalia Kazakova -legacyId: 115239 ---- -# Filter Queries -SQL queries constructed in the [Query Builder](using-the-query-builder.md) can be filtered by including WHERE clauses to the query. Filtering can be applied to either underlying or aggregated data. You can also limit the number of returned records when filtering data. -* [Invoke the Filter Editor](#invoke-the-filter-editor) -* [Filter Data](#filter-data) -* [Add Limits](#add-limits) - -## Invoke the Filter Editor -To filter data in the Query Builder, click the **Filter...** button... in the **Data Source** ribbon tab... - -![EditQueriesButton_Ribbon](../../../images/img118162.png) - -... or use a corresponding button within the [Query Builder](using-the-query-builder.md). This will invoke the [Filter Editor](~/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md) dialog, which allows you to build filter criteria. - -![FilterEditorDialog_SqlDataSource](../../../images/img121069.png) - -The **Filter** tab allows you to filter underlying data while the **Group Filter** tab provides the capability to filter data aggregated on the server side. - -## Filter Data -In the Filter Editor, you can compare a field value with the following objects. -* _A static value_ (represented by the ![Parameters_FilterEditor_CompareButton](../../../images/img21820.png) icon). Click this button to switch to the next item mode ("another field value") to compare the field value with another field value. -* _Another field value_ (represented by the ![Parameters_FilterEditor_CompareButton2](../../../images/img21824.png) icon). Click this button to switch to the next item mode (“parameter value”) to compare the field value with a parameter value. -* _A parameter value_ (represented by the ![Parameters_FilterEditor_CompareButton3](../../../images/img21825.png) icon). Click this button to switch back to the initial mode ("static value") to compare the field value with a static value. - -Thus, you can pass the [query parameter](pass-query-parameters.md) to the filter string. To do this, click the ![Parameters_FilterEditor_CompareButton](../../../images/img21820.png) button, then click the ![Parameters_FilterEditor_CompareButton2](../../../images/img21824.png) button and finally click _<select a parameter>_. - -![FilterEditorDialog_AddParameterMenu](../../../images/img121070.png) - -In the invoked popup menu, you can choose from the following options. -* **Add Query Parameter** - allows you to create a new [query parameter](pass-query-parameters.md). The following dialog will be invoked. - - ![CreateQueryParameterDialog](../../../images/img121074.png) - - In this dialog, you can specify a parameter's name (**Name**), type (**Type**) and value (**Value**). - - If the current query already contains query parameters, they will be displayed within the popup menu. -* **Bind to** - allows you to pass a [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to a filter string. You can choose from the list of predefined dashboard parameters or create a new dashboard parameter by selecting **Add Dashboard Parameter**. If you selected **Add Dashboard Parameter**, the following dialog will be invoked. - - ![CreateDashboardParameterDialog](../../../images/img121075.png) - - In this dialog, you can specify settings of the dashboard parameter to be created. To learn more, see [Creating Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). - - After you specified the required settings, click **OK**. A new dashboard parameter along with a new query parameter will be created. Note that created dashboard and query parameters will be bound automatically. - -The **Group Filter** tab of the Filter Editor allows you to apply filtering to grouped/aggregated data fields by including HAVING clauses to the query. Grouping and aggregation are managed by the **Group By** and **Aggregate** options in the Query Builder. To learn more, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. - -## Add Limits -The Filter Editor also allows you to limit the number of returned records. To do this, enable the **Select only** checkbox and specify the number of records to be returned. - -![FilterEditorDialog_TopSkip](../../../images/img121073.png) - -You can also skip the required number of records in the returned dataset by specifying the **records starting with index** value. - -> [!NOTE] -> Note that the **Sorting type** should be specified in the Query Builder to enable the capability to skip the specified number of records. To learn how to apply sorting, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/manage-sql-queries.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/manage-sql-queries.md deleted file mode 100644 index 0a2bb5cb22..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/manage-sql-queries.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Manage SQL Queries -author: Natalia Kazakova -legacyId: 114168 ---- -# Manage SQL Queries -After you [connect](../provide-data/connecting-to-sql-databases.md) to the data store and select the required data, you can edit the resulting query/[stored procedure](stored-procedures.md) or add another query/stored procedure to the data source. - -To manage queries for the current data source, use buttons from the **Query** group in the **Data Source** ribbon tab. - -![EditQueriesButton_Ribbon](../../../images/img118162.png) - -You can perform the following actions. -* **Add Query** - Adds a new query to the data source. Clicking this button invokes the [Query Editor](using-the-query-editor.md) dialog that allows you to create a new query by invoking the [Query Builder](using-the-query-builder.md) or to select the existing [stored procedure](stored-procedures.md). -* **Edit** - Modifies the selected query/stored procedure using the [Query Editor](using-the-query-editor.md). -* **Rename** - Renames the selected query. -* **Filter** - Filters the selected query. To learn more, see the [Filter Queries](filter-queries.md) topic. -* **Delete** - Removes the selected query. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/pass-query-parameters.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/pass-query-parameters.md deleted file mode 100644 index a1f9e0eed2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/pass-query-parameters.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Pass Query Parameters -author: Natalia Kazakova -legacyId: 15763 ---- -# Pass Query Parameters -The [Query Builder](using-the-query-builder.md) allows you to add query parameters when creating a filter criteria. To specify settings of an added query parameter, click **Next** in the [Query Editor](using-the-query-editor.md) dialog. - -![QueryEditorDialog_CustomSqlWithParameter](../../../images/img118169.png) - -On the next page, add a new parameter (using the **Add** button) and specify its settings. - -![QueryEditorDialog_Page2](../../../images/img121065.png) -* **Name** - Specifies a parameter's name. -* **Type** - Specifies the parameter's type. -* **Expression** - Specifies whether an expression is used to specify a parameter's value. -* **Value** - Specifies the parameter's value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to pass to the SQL query. - -Use the **Remove** button to remove query parameters. - -Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modification. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/preview-data.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/preview-data.md deleted file mode 100644 index 239508d3c0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/preview-data.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Preview Data -author: Natalia Kazakova -legacyId: 114171 ---- -# Preview Data -The [Query Editor](using-the-query-editor.md) and [Query Builder](using-the-query-builder.md) allow you to preview data returned after a query/[stored procedure](stored-procedures.md) execution. To do this, click the **Preview...** button. - -![DataPreviewDialog_CustomSQLWithParameter](../../../images/img118185.png) - -This invokes the **Data Preview** window containing data returned after executing the current query/stored procedure. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/stored-procedures.md b/dashboard-for-desktop/articles/dashboard-designer/work-with-data/stored-procedures.md deleted file mode 100644 index 1ea4f69bf5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/stored-procedures.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Stored Procedures -author: Natalia Kazakova -legacyId: 114170 ---- -# Stored Procedures -If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Query Editor](using-the-query-editor.md) dialog, select the required stored procedure and click **Next**. - -![QueryEditorDialog_StoredProcedure](../../../images/img118171.png) - -On the next page, you can specify the parameter settings. - -![QueryEditorDialog_StoredProcedureParameters](../../../images/img118172.png) -* **Name** - Displays the parameter name. -* **Type** - Displays the parameter type. -* **Expression** - Specifies whether the expression is used to specify a parameter value. -* **Value** - Specifies a parameter value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters.md) to use it as a stored procedure parameter. - -Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modifying. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md deleted file mode 100644 index c97c039471..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16673 ---- -# Data Presentation Basics -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![MainFeatures_Cards](../../../../images/img18174.png) - -The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) area or in the context menu. - -![Cards_SwitchValues](../../../../images/img22412.png) - -## Tooltip -A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. - -![CardSparkline_Tooltip](../../../../images/img23716.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/interactivity.md deleted file mode 100644 index ac8e9e126e..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16672 ---- -# Interactivity -This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). - -![Anim_Cards_MasterFilter](../../../../images/img19996.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a card to view the details. - -![Anim_Cards_DrillDown](../../../../images/img19995.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a card. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md deleted file mode 100644 index 775c886ad0..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17243 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Card** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Card dashboard item using a [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md deleted file mode 100644 index 0524075390..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16658 ---- -# Data Presentation Basics -The **Chart** dashboard item presents data visually using different types of series. - -![MainFeatures_Chart](../../../../images/img18175.png) - -A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. - -The Chart dashboard item includes the following series types. -* ![Charts_SeriesTypes_Bar_Icon](../../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. -* ![Charts_SeriesTypes_Line_Icon](../../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. -* ![Charts_SeriesTypes_Area_Icon](../../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. -* ![Charts_SeriesTypes_RangeArea_Icon](../../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. -* ![Charts_SeriesTypes_Bubble_Icon](../../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. -* ![Charts_SeriesTypes_HighLowClose_Icon](../../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. - -## Tooltip -The Chart dashboard item can display a tooltip that shows information on a hovered series point. - -![Chart_CrosshairLabel](../../../../images/img22368.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/interactivity.md deleted file mode 100644 index aa15227719..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/interactivity.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16659 ---- -# Interactivity -This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Chart dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. - - ![Chart_Interactivity_FilterByArguments](../../../../images/img19303.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![Chart_Interactivity_FilterBySeries](../../../../images/img19304.png) -* **Filtering by Points** - - When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. - - ![Chart_Interactivity_FilterByPoints](../../../../images/img120412.png) - -To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../data-presentation/dashboard-layout.md), or corresponding command in the Chart's context menu. - -![Chart_Interactivity_ClearFiltering](../../../../images/img19312.png) - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Chart dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - - ![Chart_Interactivity_DrillDownOnArguments](../../../../images/img21870.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a series point. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - - ![Chart_Interactivity_DrillDownOnSeries](../../../../images/img21871.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by double-clicking a series point. - -To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../data-presentation/dashboard-layout.md) area, or the corresponding command in the Chart's context menu. - -![Chart_Interactivity_DrillUp](../../../../images/img19460.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md deleted file mode 100644 index 2ef73b79bc..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17240 ---- -# Printing and Exporting -Dashboard allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes printing/exporting specifics for the **Chart** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Chart_PrintingOptionsDialog](../../../../images/img22916.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -The following options are available when exporting the Chart dashboard item to a PDF. - -![Chart_PDFExportOptionsDialog](../../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used to export a Chart dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md deleted file mode 100644 index 9df8618002..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16679 ---- -# Data Presentation Basics -The **Choropleth Map** dashboard item colorizes map areas in the following two ways. -* Based on the values provided. - - ![MapColorizer_Sales](../../../../images/img22206.png) -* By indicating the difference between the actual and target values of a particular parameter. - - ![ChoroplethMap_DeltaSales](../../../../images/img22211.png) - -You can switch between the provided values using the **Values** button (the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md) area, or by using the context menu. - -## Map Zooming and Scrolling -You can use the mouse wheel to change the current zoom level for the map. To scroll the map, hold down the left mouse button and drag it. - -To move to the initial zooming and scrolling state, select the **Initial Extent** menu item in the map's context menu. - -![ChoroplethMap_InitialExtent_DX](../../../../images/img22471.png) - -## Tooltip -The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. - -![ChoroplethMap_Tooltip](../../../../images/img23695.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md deleted file mode 100644 index c05e6090e7..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16680 ---- -# Interactivity -This document describes the features that enable interaction between the **Choropleth Map** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). - -![ChoroplethMap_MasterFiltering](../../../../images/img22240.png) - -You can also select multiple shapes in the following way. -* Hold the **SHIFT** key and the left mouse button; -* Drag the mouse pointer to mark an area that includes the desired shapes; -* Release the left mouse button. All shapes within the area will be selected. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Map's [caption](../../data-presentation/dashboard-layout.md), or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md deleted file mode 100644 index ce6ccda4d8..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17246 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Choropleth Map** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Choropleth Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![ChoroplethMap_PrintingOptionsDialog](../../../../images/img22938.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![ChoroplethMap_PDFExportOptionsDialog](../../../../images/img22939.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Choropleth Map caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/date-filter.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/date-filter.md deleted file mode 100644 index 91770ba238..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/date-filter.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Date Filter -author: Boris Zaitsev ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. The predefined intervals are also available in the context menu. - -![Date Filter](../../../images/datefilter-autoheight.png) - -You can click the button to invoke the Date Picker: - -![Date Filter - Date Picker Drop-Down](../../../images/datefilter-dropdown-daycalendar.png) - -## Date Picker - -![Date Picker](../../../images/datefilter-datepicker.png) - -The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". - -The calendar drops down when you: - -* click the button without a specified range (the button with the "Click to set filter" caption) -* click the ![edit-date-filter-icon](../../../images/editdatefilter.png) icon on the button with the specified datetime range. - -A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After, one calendar ele, ) or two calendar controls (the Filter Type is Between). - -When you select the date, the Date Picker caption displays information about that date (date range) and an ![edit-date-filter-icon](../../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If you click the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When you the icon, the drop-down calendar appears and enables the user to select another date range. - - -## Quick Filters - -Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until you click the same button once more to reset the filter to its default value. The buttom becomes unchecked if you click another button. - -![Quick Filters](../../../images/datefilter-quick-filters.png) - -## Arrange Quick Filters - -Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -Auto Height Arrangement Mode: - -![Auto Height Arrangement Mode](../../../images/datefilter-autoheight.png) - -Vertical Arrangement Mode: - -![Vertical Arrangement Mode](../../../images/datefilter-vertical.png) - - -Horizontal Arrangement Mode: - -![Horizontal Arrangement Mode](../../../images/datefilter-horizontal.png) diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md deleted file mode 100644 index 61e04ad47a..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Filter Elements Overivew -author: Boris Zaitsev ---- -# Filter Elements -Filter elements provide the capability to [filter](../../data-presentation/master-filtering.md) other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. -* The **Standard** type allows you to select only a single value. - - ![Combobox_Standard](../../../../images/img24834.png) -* The **Checked** type allows you to select multiple values in the invoked drop-down list. - - ![Combobox_Checked](../../../../images/img24835.png) - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. -* The **Checked** type allows you to select multiple values in the list box. - - ![Listbox_Checked](../../../../images/img24840.png) -* The **Radio** type allows you to select only a single value in the radio group. - - ![Listbox_Radio](../../../../images/img24841.png) - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![Treeview_Checked](../../../../images/img24843.png) - -## Date Filter - -The [Date Filter](../date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -The DateFilter item displays a set of intervals that can be used as quick filters. - -![Date Filter](../../../../images/datefilter-autoheight.png) diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md deleted file mode 100644 index 57be76428f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Neutral Filter Mode -author: Boris Zaitsev ---- - -# Neutral Filter Mode - -The filter elements show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../../../images/win-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../../../images/win-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md deleted file mode 100644 index 81754fe861..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16676 ---- -# Data Presentation Basics -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![MainFeatures_Gauges](../../../../images/img18176.png) - -The **Gauge** dashboard item can illustrate the difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) or in the context menu. - -![Gauges_SwitchValues](../../../../images/img22417.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/interactivity.md deleted file mode 100644 index e0d98cce5f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16677 ---- -# Interactivity -This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). - -![Anim_Gauges_MasterFilter](../../../../images/img19998.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a gauge to view the details. - -![Anim_Gauges_DrillDown](../../../../images/img19997.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a gauge. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md deleted file mode 100644 index 53ae36ca55..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17244 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Gauge** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing a Gauge dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Gauge caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md deleted file mode 100644 index f8d52ddc8b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16681 ---- -# Data Presentation Basics -The **Dashboard** supports three types of **Geo Point** maps. -* The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap](../../../../images/img23628.png) -* The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data via its weight and color. - - ![MapsOverview_BubbleMap](../../../../images/img23629.png) -* The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![MapsOverview_PieMap](../../../../images/img23630.png) - -## Map Zooming and Scrolling -You can use the mouse wheel to change the current zoom level for a map. To scroll the map, hold down the left mouse button and drag it. - -To move to the initial zooming and scrolling state, click the **Initial Extent** menu item in the map's context menu. - -![GeopointMap_InitialExtent](../../../../images/img22849.png) - -## Tooltip -A **Geo Point Map** dashboard item can display a tooltip that shows information on a hovered callout/bubble/pie. - -![BubbleMap_Tooltip](../../../../images/img23696.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md deleted file mode 100644 index 8108c68e76..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16682 ---- -# Interactivity -This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFilter](../../../../images/img22296.png) - -You can also select multiple callouts/bubbles/pies in the following way. -* Hold the **SHIFT** key and the left mouse button; -* Drag the mouse pointer, to mark an area that includes the desired elements; -* Release the left mouse button. All elements within the area will be selected. - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Map's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md deleted file mode 100644 index 9abd3b48f7..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17247 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Geo Point Map** dashboard items. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Geo Point Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![ChoroplethMap_PrintingOptionsDialog](../../../../images/img22938.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![ChoroplethMap_PDFExportOptionsDialog](../../../../images/img22939.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Geo Point Map caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md deleted file mode 100644 index 603b5ca89b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16663 ---- -# Data Presentation Basics -The **Grid** displays data in a two-dimensional table that supports four types of columns. - -![Grid_ColumnTypes](../../../../images/img19187.png) -* The **dimension column** displays values from the bound data item "as is". -* The **measure column** displays summaries calculated from data in the bound data item. -* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. -* The **sparkline column** visualizes the variation of summary values over time. - -## Sort Grid Rows -To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header until an _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. - -![Grid_SortRows](../../../../images/img22369.png) - -To sort records by a column's values while preserving existing sort conditions, click a column header while holding the **SHIFT** key until an _Up_ or _Down_ arrow icon is displayed within the header. - -![Grid_SortRows_Preserved](../../../../images/img22371.png) - -To remove sorting by a column, click a column header while holding down the **CTRL** key. - -## Filter Grid Data -To filter grid data, click the filter button (the ![Grid_FilterIcon](../../../../images/img22372.png) icon) and select the required filter value in the invoked filter dropdown list. - -![Grid_FilterValues](../../../../images/img22374.png) - -Click **Custom** to construct filter criteria involving up to two conditions. This will invoke the **Custom AutoFilter** dialog, allowing you to compare a column with one or two values. - -![Grid_CustomAutoFilter](../../../../images/img22375.png) - -To clear the filter applied to a specific column, invoke the filter dropdown list and click **All**. - -![Grid_ClearFilter_All](../../../../images/img22377.png) - -To clear all filter criteria, click the **Close Filter** button within the Filter Panel. - -![Grid_CloseFilter](../../../../images/img22378.png) - -## Tooltips -A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. - -![GridBar_Tooltip](../../../../images/img23712.png) - -The tooltip shows the value in the measure column as text. - -When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. - -![GridSparkline_Tooltip](../../../../images/img23713.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/interactivity.md deleted file mode 100644 index feeb3911f4..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/interactivity.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16664 ---- -# Interactivity -This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). - -![MainFeatures_MasterFiltering_Win](../../../../images/img25347.gif) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Grid's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Grid dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Anim_Grid_DrillDown](../../../../images/img19684.gif) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a grid row. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) within the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Grid's context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md deleted file mode 100644 index f30aad08a2..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17241 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Grid** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Grid dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Grid_PrintingOptionsDialog](../../../../images/img22929.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid dashboard item is changed according to the width of the exported page. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Grid_PDFExportOptionsDialog](../../../../images/img22930.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image.md deleted file mode 100644 index ddbae3fac1..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Image -author: Natalia Kazakova -legacyId: 16684 ---- -# Image -The **Image** dashboard item is used to display images within a dashboard. - -![MainFeatures_Image](../../../images/img18213.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image/printing-and-exporting.md deleted file mode 100644 index de5090ce02..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/image/printing-and-exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17249 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) - topic. - -This topic describes the specifics of printing/exporting an **Image** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Printing -If you are printing the Image dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Image_PrintingOptionsDialog](../../../../images/img22940.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Scale Mode** - Specifies the mode for scaling when printing an image. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which an image is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of an image. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Image_PDFExportOptionsDialog](../../../../images/img22941.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1), by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![Image_ImageExportOptionsDialog](../../../../images/img22942.png) -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md deleted file mode 100644 index 7e6fc5a0b9..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16675 ---- -# Data Presentation Basics -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![MainFeatures_Pies](../../../../images/img18178.png) - -## Tooltip -A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. - -![Pie_Labels](../../../../images/img22389.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/interactivity.md deleted file mode 100644 index 118eb135b9..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/interactivity.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16670 ---- -# Interactivity -This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - - ![Anim_Pies_MasterFilterByArguments](../../../../images/img19911.png) -* **Filtering by a Series** - - When filtering by a series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Anim_Pies_MasterFilterBySeries](../../../../images/img19912.png) -* **Filtering by a Points** - - When filtering by points is enabled, an you can click a single pie segment to make other dashboard items display only data related to the selected segment. - - ![Pies_MasterFilterByPoints](../../../../images/img120502.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Pie dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - - ![Anim_Pies_DrillDownOnArguments](../../../../images/img19909.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a pie segment. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Anim_Pies_DrillDownOnSeries](../../../../images/img19910.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by double-clicking a pie chart. - -To return to the previous detail level (drill-up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md deleted file mode 100644 index 1cf6a77407..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17242 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Pie** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Pie dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pies_PrintingOptionsDialog](../../../../images/img22931.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically on the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pies_PDFExportOptionsDialog](../../../../images/img22932.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot.md deleted file mode 100644 index 3f641996da..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16692 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![MainFeatures_PivotGrid](../../../images/img18212.png) - -## Expanding and Collapsing Groups -To expand and collapse row and column groups, use the ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) and ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) buttons, respectively. - -![Pivot_Layout_ExpandCollapseGroups](../../../images/img20151.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md deleted file mode 100644 index 0b04c6f3b3..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17245 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Pivot** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Pivot dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Pivot_PrintingOptionsDialog](../../../../images/img22934.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Pivot_PDFExportOptionsDialog](../../../../images/img22935.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Pivot caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether or not to print column headers of the Pivot dashboard item on every page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter.md deleted file mode 100644 index 5f3a00f539..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16695 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![MainFeatures_RangeFilter](../../../images/img18179.png) - -To reset filtering, use the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md deleted file mode 100644 index 9c550fad06..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17248 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Range Filter** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Range Filter dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![Chart_PrintingOptionsDialog](../../../../images/img22916.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![Chart_PDFExportOptionsDialog](../../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Range Filter caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md deleted file mode 100644 index 8ffe4db4bf..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 115256 ---- -# Data Presentation Basics -The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. - -![ScatterChart_Main](../../../../images/img120189.png) - -## Point Labels and Tooltips -The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. - -![ScatterChartLabels](../../../../images/img120329.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md deleted file mode 100644 index 33e7f742e5..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 115257 ---- -# Interactivity -This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering](../../../../images/img120190.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown](../../../../images/img120198.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by double-clicking a point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md deleted file mode 100644 index d010ed2332..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 115258 ---- -# Printing and Exporting -The Dashboard allows you to print/export individual dashboard items, or the entire dashboard. See the [Printing and Exporting](../../printing-and-exporting.md) topic to learn more about printing concepts common to all dashboard items. - -This topic describes printing/exporting specifics for the **Scatter Chart** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -You can customize the following options (via the **Options** button) before printing the Scatter Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md): - -![Chart_PrintingOptionsDialog](../../../../images/img22916.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the printed document title. -* **Size Mode** - Allows you to specify the Scatter Chart dashboard item's print size mode. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the master filter and parameter values' position in the printed document. You can select from _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. Click the **Reset** button to reset changes to the default values. - -## Export To PDF -The following options are available when exporting the Chart dashboard item to a PDF: - -![Chart_PDFExportOptionsDialog](../../../../images/img22917.png) -* **Page Layout** - Specifies the page orientation used when exporting a Scatter Chart dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the exported document's title. -* **Size Mode** - Specifies the Scatter Chart dashboard item's export size mode. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/tab-container.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/tab-container.md deleted file mode 100644 index 185a906d52..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/tab-container.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tab Container -author: Boris Zaitsev -legacyId: '400237' ---- -# Tab Container - -The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. - -![](../../../images/tabcontainer-for-viewer.png) - -Click the tab page's header to switch between tab pages: - -![](../../../images/win-viewer-select-tab-page.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box.md deleted file mode 100644 index 09f0807176..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16685 ---- -# Text Box -The **Text Box** dashboard item is used to display rich text within a dashboard. - -![MainFeatures_TextEditor](../../../images/img18215.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md deleted file mode 100644 index afb8c3b87d..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 17250 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) - topic. - -This topic describes the specifics of printing/exporting a **Text Box** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Printing -If you are printing a Text Box dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. - -![TextBox_PrintingOptionsDialog](../../../../images/img22943.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -![TextBox_PDFExportOptionsDialog](../../../../images/img22944.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![TextBox_ImageExportOptionsDialog](../../../../images/img22945.png) -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md deleted file mode 100644 index 6a552c68ca..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16554 ---- -# Data Presentation Basics -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. - -![Treemap_Main_Win](../../../../images/img125423.png) - -## Labels and Tooltips -The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. - -![Treemap_LabelTooltipExample](../../../../images/img125431.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/interactivity.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/interactivity.md deleted file mode 100644 index a20d252437..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/interactivity.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16303 ---- -# Interactivity -This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering** and **Drill-Down** - -## Master Filtering -The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile(s). - -![Treemap_MasterFiltering2](../../../../images/img125442.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view its details. - -![Treemap_DrillDown](../../../../images/img127987.png) - -> [!NOTE] -> When Master Filtering is enabled, you can view the details by double-clicking a tile. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md deleted file mode 100644 index 0c1273b5cd..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 15632 ---- -# Printing and Exporting -**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. - -This topic describes the specifics of printing/exporting a **Treemap** dashboard item. -* [Printing](#printing) -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Printing -If you are printing the Treemap dashboard item using the Print Preview, you can customize the following options (via the **Options** button) before printing. - -![Treemap_PrintingOptionsDialog](../../../../images/img125450.png) -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. -* **Title** - Specifies the title of the printed document. -* **Size Mode** - Allows you to specify the print size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - -Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Export To PDF -The following options are available when exporting the Treemap dashboard item to a PDF. - -![Treemap_PDFExportOptionsDialog](../../../../images/img125451.png) -* **Page Layout** - Specifies the page orientation used to export a Treemap dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![Chart_ImageExportOptionsDialog](../../../../images/img22918.png) -* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. -* **Title** - Specifies of the exported document's title. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog](../../../../images/img120974.png) -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md b/dashboard-for-desktop/articles/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 36908d4261..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Requesting Parameter Values -author: Natalia Kazakova -legacyId: 16624 ---- -# Requesting Parameter Values -The Dashboard Viewer provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. - -This dialog can be used to apply filtering to dashboard data. - -![Parameters_DashboardParametersDialog_Win](../../../images/img21815.png) - -To invoke the **Dashboard Parameters** dialog in the Dashboard Viewer, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). - -Select the required parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/dashboard-layout.md b/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/dashboard-layout.md deleted file mode 100644 index 04529f13ee..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/dashboard-layout.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16710 ---- -# Dashboard Layout -This topic describes the features related to the dashboard layout. -* [Dashboard Title](#dashboard-title) -* [Dashboard Item Caption](#dashboard-item-caption) -* [Resizing Dashboard Items](#resizing-dashboard-items) - -## Dashboard Title -The **Dashboard Title** is located at the top of the **Dashboard**. The dashboard title can contain text or image content, elements selected in the master filter item and command buttons. - -![DashboardTitleArea](../../../images/img19734.png) - -When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - -![DashboardTitle_MasterFilterPopup](../../../images/img23137.png) - -The dashboard title can contain the following command buttons. -* **Export To** button (the ![ExportToButton_TitleWin](../../../images/img23209.png) icon) - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../../images/img21814.png) icon) - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. - -## Dashboard Item Caption -Each [dashboard item](../dashboard-items.md) has a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. - -![DashboardItem_Caption](../../../images/img18278.png) - -The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: -* **Dashboard Item Name** - represents the static text within a dashboard item's caption. -* **Data Item Container Name** - represents the name of the data item container. -* **Drill-Down** value - shows value(s) from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. -* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. -* **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. -* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](master-filtering.md). To learn more, see the **Interactivity** topic for the corresponding dashboard item. -* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](drill-down.md) capability is enabled for this item. To learn more, see the **Interactivity** topic for the corresponding dashboard item. - -## Resizing Dashboard Items -The Dashboard Viewer provides the capability to resize dashboard items. - -![Layout_ResizingItem](../../../images/img20595.png) - -You can resize individual items (or a group of items) by dragging their edges. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-inspector.md b/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-inspector.md deleted file mode 100644 index e85aef1f4b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-inspector.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw or aggregated data. - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../../images/inspect-data-winforms.png) in the [dashboard item caption](../../dashboard-designer/dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../../dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. -* [Measures](../../dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../../dashboard-designer/dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../../dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../../dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -![](../../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-presentation-basics.md b/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-presentation-basics.md deleted file mode 100644 index 5f8f25cbbc..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/data-presentation-basics.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16654 ---- -# Data Presentation Basics -The **Dashboard Viewer** is used to present dashboards in Windows Forms applications. -A wide range of dashboard items are used to display visual or textual information. - -| Dashboard Item | Image | Description | -|---|---|---| -| [Chart](../dashboard-items/chart.md) | ![WinViewer_Chart](../../../images/img22446.png) | Displays data graphically using bars, lines, points, etc. | -| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../../images/img121120.png) | Visualizes relationships between numeric variables. | -| [Grid](../dashboard-items/grid.md) | ![WinViewer_Grid](../../../images/img22448.png) | Presents data in tabular form. | -| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../../images/img22438.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | -| [Cards](../dashboard-items/cards.md) | ![WinViewer_Cards](../../../images/img22445.png) | Displays a series of cards, each illustrating the difference between two values. | -| [Gauges](../dashboard-items/gauges.md) | ![WinViewer_Gauges](../../../images/img22447.png) | Visualizes data within a series of gauges. | -| [Pivot](../dashboard-items/pivot.md) | ![WinViewer_Pivot](../../../images/img22450.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | -| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![Fundamentals_DashboardItems_ChoroplethMap](../../../images/img22437.png) | Colorizes areas in proportion to the provided values. | -| [Geo Point Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_GeoPointMap](../../../images/img121121.png) | Displays callouts on the map using geographical coordinates. | -| [Bubble Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![Fundamentals_DashboardItems_geopoingmaps](../../../images/img22440.png) | Displays bubbles on the map using geographical coordinates. | -| [Pie Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_PieMap](../../../images/img121123.png) | Places pies on the map using geographical coordinates. | -| [Range Filter](../dashboard-items/range-filter.md) | ![WinViewer_RangeFilter](../../../images/img22451.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | -| [Images](../dashboard-items/image.md) | ![ImageOverview](../../../images/img124553.png) | Displays images. | -| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../../images/img124554.png) | Displays rich text within a dashboard. | -| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../../images/img125084.png) | Visualizes data in nested rectangles. | -| [Combo Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ComboBox](../../../images/img24779.png) | Allows you to select a value(s) from the drop-down list. | -| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../../images/img24784.png) | Allows you to select a value(s) from the list. | -| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../../images/img24786.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | - -The Dashboard Viewer enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. -* [Master Filtering](master-filtering.md) -* [Drill-Down](drill-down.md) - -You can inspect raw or aggregated data. See the [Data Inspector](data-inspector.md) topic for details. - -To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/drill-down.md b/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/drill-down.md deleted file mode 100644 index 751fbfff1f..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/drill-down.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16628 ---- -# Drill-Down -Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. - -![Anim_Cards_DrillDown](../../../images/img19995.gif) - -To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the dashboard item's [caption](dashboard-layout.md), or the corresponding command in the context menu. - -![Chart_Interactivity_DrillUp](../../../images/img19460.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/master-filtering.md b/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/master-filtering.md deleted file mode 100644 index 0b56b022a6..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/data-presentation/master-filtering.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16627 ---- -# Master Filtering -The **Dashboard** allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. - -![MainFeatures_MasterFiltering_Win](../../../images/img25347.gif) - -## Master Filtering Modes -The Master Filter item supports two selection modes. -* **Multiple** - - Allows you to select multiple elements in the Master Filter item. - - To clear the selection in the Master Filter item, use the **Clear Master Filter** button in the dashboard item's [caption](dashboard-layout.md). - - ![DataShaping_Interactivity_MultipleMasterFilter_Clear](../../../images/img21846.png) -* **Single** - - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/printing-and-exporting.md b/dashboard-for-desktop/articles/dashboard-viewer/printing-and-exporting.md deleted file mode 100644 index ed61f3118b..0000000000 --- a/dashboard-for-desktop/articles/dashboard-viewer/printing-and-exporting.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Printing and Exporting -author: Natalia Kazakova -legacyId: 16639 ---- -# Printing and Exporting -The Dashboard Viewer provides the capability to print or export an entire dashboard and individual items. -* [Printing and Exporting Dashboards](#printing-dashboards) -* [Printing and Exporting Dashboard Items](#printing-dashboard-items) - -## Printing and Exporting Dashboards -To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../../images/img23662.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and choose the required action. - -![WinViewer_Printing](../../images/img22453.png) - -### Print Preview... - -Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDFDialog_Win](../../images/img22909.png) -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. -* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. - - > [!NOTE] - > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available: - -![ExportToImageDialog_Win](../../images/img22910.png) -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcelDialog_Win](../../images/img128217.png) -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Printing and Exporting Dashboard Items -To print or export a dashboard item, click the ![Printing_PrintButton](../../images/img19552.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. - -![Printing_PrintElementWIn](../../images/img19611.png) -* **Print Preview...** - Allows you to customize the document before printing/exporting. -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/dashboard-for-desktop/toc.yml b/dashboard-for-desktop/toc.yml deleted file mode 100644 index ad65422c29..0000000000 --- a/dashboard-for-desktop/toc.yml +++ /dev/null @@ -1,649 +0,0 @@ -items: -- name: Dashboard Designer - href: articles/dashboard-designer.md - items: - - name: Create a Dashboard - href: articles/dashboard-designer/create-a-dashboard.md - - name: Provide Data - href: articles/dashboard-designer/provide-data.md - items: - - name: Supported Data Sources - href: articles/dashboard-designer/provide-data/supported-data-sources.md - - name: Connecting to SQL Databases - href: articles/dashboard-designer/provide-data/connecting-to-sql-databases.md - - name: Connecting to OLAP cubes - href: articles/dashboard-designer/provide-data/connecting-to-olap-cubes.md - - name: Binding to Microsoft Excel Workbooks - href: articles/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md - - name: Binding to CSV Files - href: articles/dashboard-designer/provide-data/binding-to-csv-files.md - - name: Binding to Extract Data Sources - href: articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md - - name: Data Processing Modes - href: articles/dashboard-designer/provide-data/data-processing-modes.md - - name: Connect to EF Data Sources - href: articles/dashboard-designer/provide-data/connect-to-ef-data-sources.md - - name: Binding to Federated Data Source - href: articles/dashboard-designer/provide-data/binding-to-federated-data-source.md - - name: Binding to JSON Data Sources - href: articles/dashboard-designer/provide-data/binding-to-json-data-sources.md - - name: Binding to Object Data Sources - href: articles/dashboard-designer/provide-data/binding-to-object-data-sources.md - - name: Binding to XPO Data Sources - href: articles/dashboard-designer/provide-data/binding-to-XPO-data-sources.md - - name: Binding to MongoDB - href: articles/dashboard-designer/provide-data/binding-to-mongodb.md - - name: Work with Data - href: articles/dashboard-designer/work-with-data.md - items: - - name: Edit Connection Parameters - href: articles/dashboard-designer/work-with-data/edit-connection-parameters.md - - name: Using the Query Builder - href: articles/dashboard-designer/work-with-data/using-the-query-builder.md - - name: Using the Query Editor - href: articles/dashboard-designer/work-with-data/using-the-query-editor.md - - name: Manage SQL Queries - href: articles/dashboard-designer/work-with-data/manage-sql-queries.md - - name: Filter Queries - href: articles/dashboard-designer/work-with-data/filter-queries.md - - name: Pass Query Parameters - href: articles/dashboard-designer/work-with-data/pass-query-parameters.md - - name: Stored Procedures - href: articles/dashboard-designer/work-with-data/stored-procedures.md - - name: Preview Data - href: articles/dashboard-designer/work-with-data/preview-data.md - - name: Creating Calculated Fields - href: articles/dashboard-designer/work-with-data/creating-calculated-fields.md - - name: Data Inspector - href: articles/dashboard-designer/work-with-data/data-inspector.md - - name: Add Dashboard Items - href: articles/dashboard-designer/add-dashboard-items.md - - name: Bind Dashboard Items to Data - href: articles/dashboard-designer/bind-dashboard-items-to-data.md - items: - - name: Bind Dashboard Items to Data - href: articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md - - name: Hidden Data Items - href: articles/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md - - name: Bind Dashboard Items to Data in OLAP mode - href: articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md - - name: Dashboard Item Settings - href: articles/dashboard-designer/dashboard-item-settings.md - items: - - name: Chart - href: articles/dashboard-designer/dashboard-item-settings/chart.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/chart/providing-data.md - - name: Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series.md - items: - - name: Series Overview - href: articles/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md - - name: Bar Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md - - name: Point and Line Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md - - name: Area Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/area-series.md - - name: Range Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/range-series.md - - name: Weighted Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md - - name: Financial Series - href: articles/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md - - name: Panes - href: articles/dashboard-designer/dashboard-item-settings/chart/panes.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/chart/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/chart/coloring.md - - name: Legend - href: articles/dashboard-designer/dashboard-item-settings/chart/legend.md - - name: Axes - href: articles/dashboard-designer/dashboard-item-settings/chart/axes.md - items: - - name: X-Axis - href: articles/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md - - name: Y-Axis - href: articles/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md - - name: Trend Indicators - href: articles/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md - - name: Orientation - href: articles/dashboard-designer/dashboard-item-settings/chart/orientation.md - - name: Conditional Formatting - href: articles/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md - - name: Scatter Chart - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md - - name: Legend - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md - - name: Axes - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md - - name: Orientation - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md - - name: Labels - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md - - name: Conditional Formatting - href: articles/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md - - name: Grid - href: articles/dashboard-designer/dashboard-item-settings/grid.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/grid/providing-data.md - - name: Columns - href: articles/dashboard-designer/dashboard-item-settings/grid/columns.md - items: - - name: Column Type Overview - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md - - name: Dimension Column - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md - - name: Hyperlink Column - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md - - name: Measure Column - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md - - name: Delta Column - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md - - name: Sparkline Column - href: articles/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/grid/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md - - name: Conditional Formatting - href: articles/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md - - name: Totals - href: articles/dashboard-designer/dashboard-item-settings/grid/totals.md - - name: Column Filter - href: articles/dashboard-designer/dashboard-item-settings/grid/column-filter.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/grid/layout.md - - name: Style - href: articles/dashboard-designer/dashboard-item-settings/grid/style.md - - name: Pies - href: articles/dashboard-designer/dashboard-item-settings/pies.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/pies/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/pies/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/pies/coloring.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/pies/layout.md - - name: Labels - href: articles/dashboard-designer/dashboard-item-settings/pies/labels.md - - name: Style - href: articles/dashboard-designer/dashboard-item-settings/pies/style.md - - name: Cards - href: articles/dashboard-designer/dashboard-item-settings/cards.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/cards/providing-data.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/cards/layout.md - - name: Delta - href: articles/dashboard-designer/dashboard-item-settings/cards/delta.md - - name: Sparkline - href: articles/dashboard-designer/dashboard-item-settings/cards/sparkline.md - - name: Formatting - href: articles/dashboard-designer/dashboard-item-settings/cards/formatting.md - - name: Conditional Formatting - href: articles/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/cards/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md - - name: Cards Arrangement - href: articles/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md - - name: Gauges - href: articles/dashboard-designer/dashboard-item-settings/gauges.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/gauges/providing-data.md - - name: Delta - href: articles/dashboard-designer/dashboard-item-settings/gauges/delta.md - - name: Gauge Scale - href: articles/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/gauges/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/gauges/layout.md - - name: Style - href: articles/dashboard-designer/dashboard-item-settings/gauges/style.md - - name: Pivot - href: articles/dashboard-designer/dashboard-item-settings/pivot.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/pivot/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/pivot/interactivity.md - - name: Conditional Formatting - href: articles/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/pivot/layout.md - - name: Expanded State - href: articles/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md - - name: Choropleth Map - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map.md - items: - - name: Providing Maps - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md - - name: Map Coloring - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md - items: - - name: Delta - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md - - name: Map Navigation - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md - - name: Labels - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md - - name: Legend - href: articles/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md - - name: Geo Point Maps - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps.md - items: - - name: Map Types Overview - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md - - name: Providing Maps - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md - - name: Geo Point Map - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md - - name: Bubble Map - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md - - name: Legends - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md - - name: Pie Map - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md - - name: Pie Options - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md - - name: Legends - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md - - name: Clustering - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md - - name: Labels - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md - - name: Map Navigation - href: articles/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md - - name: Range Filter - href: articles/dashboard-designer/dashboard-item-settings/range-filter.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md - - name: Series - href: articles/dashboard-designer/dashboard-item-settings/range-filter/series.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md - - name: Predefined Ranges - href: articles/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/range-filter/coloring.md - - name: Date Filter - href: articles/dashboard-designer/dashboard-item-settings/date-filter.md - - name: Images - href: articles/dashboard-designer/dashboard-item-settings/images.md - items: - - name: Image Types Overview - href: articles/dashboard-designer/dashboard-item-settings/images/image-types-overview.md - - name: Providing Images - href: articles/dashboard-designer/dashboard-item-settings/images/providing-images.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/images/interactivity.md - - name: Image Settings - href: articles/dashboard-designer/dashboard-item-settings/images/image-settings.md - - name: Text Box - href: articles/dashboard-designer/dashboard-item-settings/text-box.md - items: - - name: Editing Text - href: articles/dashboard-designer/dashboard-item-settings/text-box/editing-text.md - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/text-box/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/text-box/interactivity.md - - name: Treemap - href: articles/dashboard-designer/dashboard-item-settings/treemap.md - items: - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/treemap/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/treemap/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md - - name: Layout - href: articles/dashboard-designer/dashboard-item-settings/treemap/layout.md - - name: Grouping - href: articles/dashboard-designer/dashboard-item-settings/treemap/grouping.md - - name: Coloring - href: articles/dashboard-designer/dashboard-item-settings/treemap/coloring.md - - name: Labels - href: articles/dashboard-designer/dashboard-item-settings/treemap/labels.md - - name: Filter Elements - href: articles/dashboard-designer/dashboard-item-settings/filter-elements.md - items: - - name: Filter Elements Overview - href: articles/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md - - name: Providing Data - href: articles/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md - - name: Interactivity - href: articles/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md - - name: Dashboard Item Group - href: articles/dashboard-designer/dashboard-item-settings/dashboard-item-group.md - - name: Tab Container - href: articles/dashboard-designer/dashboard-item-settings/tab-container.md - - name: Data Shaping - href: articles/dashboard-designer/data-shaping.md - items: - - name: Summarization - href: articles/dashboard-designer/data-shaping/summarization.md - - name: Grouping - href: articles/dashboard-designer/data-shaping/grouping.md - - name: Sorting - href: articles/dashboard-designer/data-shaping/sorting.md - - name: Filtering - href: articles/dashboard-designer/data-shaping/filtering.md - - name: Top N - href: articles/dashboard-designer/data-shaping/top-n.md - - name: Formatting Data - href: articles/dashboard-designer/data-shaping/formatting-data.md - - name: Interactivity - href: articles/dashboard-designer/interactivity.md - items: - - name: Master Filtering - href: articles/dashboard-designer/interactivity/master-filtering.md - - name: Drill-Down - href: articles/dashboard-designer/interactivity/drill-down.md - - name: Neutral Filter Mode - href: articles/dashboard-designer/interactivity/neutral-filter-mode.md - - name: Appearance Customization - href: articles/dashboard-designer/appearance-customization.md - items: - - name: Conditional Formatting - href: articles/dashboard-designer/appearance-customization/conditional-formatting.md - items: - - name: Value - href: articles/dashboard-designer/appearance-customization/conditional-formatting/value.md - - name: Top-Bottom - href: articles/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md - - name: Average - href: articles/dashboard-designer/appearance-customization/conditional-formatting/average.md - - name: Icon Ranges - href: articles/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md - - name: Color Ranges - href: articles/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md - - name: Gradient Ranges - href: articles/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md - - name: A Date Occurring - href: articles/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md - - name: Expression - href: articles/dashboard-designer/appearance-customization/conditional-formatting/expression.md - - name: Bar - href: articles/dashboard-designer/appearance-customization/conditional-formatting/bar.md - - name: Bar Color Ranges - href: articles/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md - - name: Bar Gradient Ranges - href: articles/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md - - name: Coloring - href: articles/dashboard-designer/appearance-customization/coloring.md - items: - - name: Coloring Concepts - href: articles/dashboard-designer/appearance-customization/coloring/coloring-concepts.md - - name: Customizing a Color Scheme - href: articles/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md - - name: Data Display Formatting - href: articles/dashboard-designer/appearance-customization/data-display-formatting.md - - name: Data Analysis - href: articles/dashboard-designer/data-analysis.md - items: - - name: Aggregations - href: articles/dashboard-designer/data-analysis/aggregations.md - items: - - name: Summary Level Aggregations - href: articles/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md - - name: Intermediate Level Aggregations - href: articles/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md - - name: Expression Constants, Operators, and Functions - href: articles/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md - - name: Window Calculations - href: articles/dashboard-designer/data-analysis/window-calculations.md - items: - - name: Window Calculations Overview - href: articles/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md - - name: Window Definition - href: articles/dashboard-designer/data-analysis/window-calculations/window-definition.md - - name: Creating Window Calculations - href: articles/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md - - name: Calculation Functions Reference - href: articles/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md - - name: Window Calculation Limitations - href: articles/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md - - name: Use Dashboard Parameters - href: articles/dashboard-designer/data-analysis/using-dashboard-parameters.md - items: - - name: Create Dashboard Parameters - href: articles/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md - - name: Create Cascading Parameters - href: articles/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md - - name: Reference Dashboard Parameters - href: articles/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md - - name: Specify Parameter Values - href: articles/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md - - name: Convert Dashboard Items - href: articles/dashboard-designer/convert-dashboard-items.md - - name: Dashboard Layout - href: articles/dashboard-designer/dashboard-layout.md - items: - - name: Dashboard Title - href: articles/dashboard-designer/dashboard-layout/dashboard-title.md - - name: Dashboard Item Caption - href: articles/dashboard-designer/dashboard-layout/dashboard-item-caption.md - - name: Dashboard Items Layout - href: articles/dashboard-designer/dashboard-layout/dashboard-items-layout.md - - name: Undo and Redo Operations - href: articles/dashboard-designer/undo-and-redo-operations.md - - name: Automatic and Manual Updates - href: articles/dashboard-designer/automatic-and-manual-updates.md - - name: Save a Dashboard - href: articles/dashboard-designer/save-a-dashboard.md - - name: Printing and Exporting - href: articles/dashboard-designer/printing-and-exporting.md - - name: UI Elements - href: articles/dashboard-designer/ui-elements.md - items: - - name: Data Source Browser - href: articles/dashboard-designer/ui-elements/data-source-browser.md - - name: Data Items Pane - href: articles/dashboard-designer/ui-elements/data-items-pane.md - - name: Print Preview - href: articles/dashboard-designer/ui-elements/print-preview.md - - name: Dashboard Surface - href: articles/dashboard-designer/ui-elements/dashboard-surface.md -- name: Dashboard Viewer - href: articles/dashboard-viewer.md - items: - - name: Data Presentation - items: - - name: 'Data Presentation Basics ' - href: articles/dashboard-viewer/data-presentation/data-presentation-basics.md - - name: Master Filtering - href: articles/dashboard-viewer/data-presentation/master-filtering.md - - name: Drill-Down - href: articles/dashboard-viewer/data-presentation/drill-down.md - - name: Dashboard Layout - href: articles/dashboard-viewer/data-presentation/dashboard-layout.md - - name: Data Inspector - href: articles/dashboard-viewer/data-presentation/data-inspector.md - - name: Dashboard Parameters - items: - - name: Requesting Parameter Values - href: articles/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md - - name: Printing and Exporting - href: articles/dashboard-viewer/printing-and-exporting.md - - name: Dashboard Items - href: articles/dashboard-viewer/dashboard-items.md - items: - - name: Chart - href: articles/dashboard-viewer/dashboard-items/chart.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/chart/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md - - name: Scatter Chart - href: articles/dashboard-viewer/dashboard-items/scatter-chart.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md - - name: Grid - href: articles/dashboard-viewer/dashboard-items/grid.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/grid/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md - - name: Pies - href: articles/dashboard-viewer/dashboard-items/pies.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/pies/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md - - name: Cards - href: articles/dashboard-viewer/dashboard-items/cards.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/cards/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md - - name: Gauges - href: articles/dashboard-viewer/dashboard-items/gauges.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/gauges/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md - - name: Pivot - href: articles/dashboard-viewer/dashboard-items/pivot.md - items: - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md - - name: Choropleth Map - href: articles/dashboard-viewer/dashboard-items/choropleth-map.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md - - name: Geo Point Maps - href: articles/dashboard-viewer/dashboard-items/geo-point-maps.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md - - name: Range Filter - href: articles/dashboard-viewer/dashboard-items/range-filter.md - items: - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md - - name: Date Filter - href: articles/dashboard-viewer/dashboard-items/date-filter.md - - name: Image - href: articles/dashboard-viewer/dashboard-items/image.md - items: - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/image/printing-and-exporting.md - - name: Text Box - href: articles/dashboard-viewer/dashboard-items/text-box.md - items: - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md - - name: Treemap - href: articles/dashboard-viewer/dashboard-items/treemap.md - items: - - name: Data Presentation Basics - href: articles/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md - - name: Interactivity - href: articles/dashboard-viewer/dashboard-items/treemap/interactivity.md - - name: Printing and Exporting - href: articles/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md - - name: Filter Elements - href: articles/dashboard-viewer/dashboard-items/filter-elements.md - items: - - name: Filter Elements Overview - href: articles/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md - - name: Neutral Filter Mode - href: articles/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md - - name: Tab Container - href: articles/dashboard-viewer/dashboard-items/tab-container.md diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/add-dashboard-items.md b/dashboard-for-web/articles/web-dashboard-designer-mode/add-dashboard-items.md deleted file mode 100644 index 6eb8c368ed..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/add-dashboard-items.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Add Dashboard Items -author: Natalia Kazakova -legacyId: 117923 ---- -# Add Dashboard Items -After [creating a dashboard](create-a-dashboard.md) and [provide data](provide-data.md) to it, add **dashboard items** to display visual or textual information in a dashboard. - -To create a dashboard item, click the corresponding button in the [Toolbox](ui-elements/toolbox.md) or drag an item from the Toolbox into the dashboard surface. - -![wdd-add-dashboard-item](../../images/img124596.png) - -This creates an empty dashboard item, which you can now configure. - -![wdd-empty-dashboard-item](../../images/img124597.png) - -To completely design a dashboard item, perform the following steps. -* [Bind](bind-dashboard-items-to-data.md) the dashboard item to data. -* Set specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). -* Perform the required [data shaping](data-shaping.md) operations (such as [grouping](data-shaping/grouping.md), [sorting](data-shaping/sorting.md), [filtering](data-shaping/filtering.md), etc.). -* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. -* Adjust the dashboard item's position and size (a [layout](dashboard-layout.md)) and specify the dashboard item caption settings. - -To remove the dashboard item from the dashboard surface, use the **Delete** button in the [dashboard item menu](ui-elements/dashboard-item-menu.md). - -![wdd-delete-dashboard-item](../../images/img125500.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/coloring.md b/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/coloring.md deleted file mode 100644 index 7c25d7f006..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/coloring.md +++ /dev/null @@ -1,148 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 117565 ---- -# Coloring -The Web Dashboard provides the capability to manage the coloring of dashboard item elements, such as chart series points or pie segments. - -## Supported Dashboard Items -You can manage coloring for the following dashboard items. -* [Chart](../dashboard-item-settings/chart.md) -* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) -* [Pie](../dashboard-item-settings/pies.md) -* [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) -* [Range Filter](../dashboard-item-settings/range-filter.md) -* [Treemap](../dashboard-item-settings/treemap.md) - -## Color Schemes Overview -The dashboard supports two ways to color dashboard item elements: - -* **Global color scheme**. This scheme uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to Wisconsin, Oregon and Idaho dimension values use identical colors from the default palette. - - ![wdd-coloring-global-scheme](../../../images/wdd-coloring-global-scheme126076.png) - - For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. - -* **Local color scheme**. This scheme uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart item that uses a global scheme. - - ![wdd-coloring-global-scheme](../../../images/common-coloring-local-scheme.png) - - For a Local color scheme, the dashboard reassigns palette colors when the filter state is changed. - -## Color Measures and Dimensions - -You can configure color modes as follows: - -- A specific data item - To specify the color mode for a specific measure/dimension, open the [data item menu](../ui-elements/data-item-menu.md) and go to the **Data Shaping** section. Use the **Coloring** option to specify the color mode of this data item. - - ![Coloring for Web Dashboard - Data item coloring options](../../../images/wdd-coloring-data-item-options126109.png) -- All data items - To see a list of all measures/dimensions for which you can specify color mode in a dashboard item, open the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Coloring** section. - - ![Coloring for Web Dashboard - Dashboard item options](../../../images/wdd-coloring-options126086.png) - -For example, the image below shows the Chart dashboard item whose _Country_ **dimension** is colored by different hues: - -![wdd-coloring-color-by-measure](../../../images/wdd-coloring-color-by-measure126084.png) - -And the following Pie dashboard item colors **measures** by different hues: - -![wdd-coloring-by-measure](../../../images/wdd-coloring-by-measure126108.png) - -> [!NOTE] -> If you enable color variation by different hues for several dimensions/measures, all combinations of dimension values/measures are colored with different colors from the default palette. - -## Customizing Color Palettes Using the Dashboard Item Menu -The Web Dashboard allows you to customize colors of the specific palette using the **Color Scheme** section of the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu. To edit the color scheme, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon) of the corresponding color. - -![wdd-coloring-change-dashboard-item-color-scheme](../../../images/img126112.png) - -Then, pick any color using the RGB color model in the invoked color picker and click **Confirm** to change the color. - -![wdd-coloring-color-picker](../../../images/img126125.png) - -A new color scheme will be applied to the dashboard item(s). - -![wdd-coloring-change-local-scheme](../../../images/img126127.png) - -## Dashboard Item Color Mode Specifics - -The following table describes how colors are applied based on the dashboard item's type. - -| Item's Name | Coloring Specifics | -| -- | -- | -| **Chart** | The Chart colors different measures and series dimensions by hue. | -| **Scatter Chart** |The Scatter Chart does not color its arguments. | -| **Pies** | If the Pie dashboard item contains measures (the _Values_ section) and series dimensions (the _Series_ section), only values that correspond to different measures are colored by hue.
If the Pie dashboard item contains arguments (the _Arguments_ section), different argument values are colored by hue. | -|**Choropleth Map** | The Choropleth Map automatically selects palette and scale settings to color map shapes. | -|**Bubble Map** | The Bubble Map automatically selects palette and scale settings used to color bubbles depending on the provided values. -| **Pie Map** | The Pie Map allows you to color segments that correspond to various dimension values/measures. | -| **Range Filter** | The Range Filter colors different measures and series dimensions by hue. | -| **Treemap** | If the Treemap contains only measures (the _Values_ section), values that correspond to different measures are colored by different hues.
If the Treemap contains arguments (the _Arguments_ section), values that correspond to the first argument are colored by different hues. | - -To change the default coloring behavior, you can [configure color modes](#color-measures-and-dimensions). - -## Conditional Formatting - -The DevExpress Dashboard allows you to format [dashboard item](../../web-dashboard-viewer-mode/dashboard-items.md) elements whose values meet a specified condition. This feature highlights specific elements with a predefined set of rules. - -Refer to the following article for more information about conditional formatting: [Conditional Formatting](../appearance-customization/conditional-formatting.md). - -## Switch between Global and Local Color Schemes - -The dashboard supports two ways to color dashboard item elements: -- A **Global Color Scheme** uses consistent colors for identical values across the dashboard. -- A **Local Color Scheme** uses an independent set of colors for each dashboard item. - -To switch between global and local color schemes in the Web Dashboard, open the dashboard item's [Option](../ui-elements/dashboard-menu.md) menu, go to the *Color Scheme* section, and select the Color Scheme type. - -![Switch between Global and Local Color Schemes](../../../images/switching-color-scheme.png) - ->[!TIP] -> The **local** color scheme paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. - -## Customize Color Palettes in the Dashboard Item Menu - -Use the **Color Scheme** section of the dashboard item [Option](../ui-elements/dashboard-menu.md) menu to customize colors of the specific palette. To edit the color scheme, click the **Edit** button ![wdd-icon-edit-collection-value-item](../../../images/wdd-icon-edit-collection-value-item126050.png) of the corresponding color. - -![Coloring for Web Dashboard - Change a dashboard item's color scheme](../../../images/wdd-coloring-change-dashboard-item-color-scheme126112.png) - -Then, pick any color in the RGB color model of the invoked color picker and click **Confirm** to change the color. - -![Coloring for Web Dashboard - Color picker](../../../images/wdd-coloring-color-picker126125.png) - -A new color scheme is applied to the dashboard item(s). - -![Coloring for Web Dashboard - Change local color scheme](../../../images/wdd-coloring-change-local-scheme126127.png) - -## Customize Color Palettes in the Color Scheme Page - -The **Color Scheme** page of the [dashboard menu](../ui-elements/dashboard-menu.md) allows you to edit and add colors to customize color tables. - -![Coloring for Web Dashboard - Color scheme page](../../../images/wdd-coloring-scheme-page126124.png) - -### Edit Colors - -You can reassign a color in the selected color table. For this, select one of the available schemes in the **Color Schemes** pane and click the color in the **Colors** pane to invoke the **Color** combo box. - -If you click the **Color** dropdown button, it invokes a color picker where you can specify a new color. - -![Coloring for Web Dashboard - Invoke color picker](../../../images/wdd-coloring-invoke-color-picker126133.png) - -Click **OK** to change the automatically assigned color for the selected value and update the current color scheme. - -![Coloring for Web Dashboard - Changed color](../../../images/wdd-coloring-changed-color126122.png) - -### Add Colors - -The Color Scheme page allows you to add a new value with the specified color to the selected color scheme. To do this, use the **Add color** button. - -![Coloring for Web Dashboard - Adding color](../../../images/wdd-coloring-adding-color126969.png) - -Specify the dimension value of the added color or select the measures. This creates a new value whose color can be specified as described in the **Edit colors** section. - -![Coloring for Web Dashboard - Newly added color](../../../images/wdd-coloring-added-color126964.png) - -Hover over the custom color and click **Remove** (the ![wdd-icon-delete-big](../../../images/wdd-icon-delete-big126104.png) icon) to remove the color. - -![Coloring for Web Dashboard - Delete color](../../../images/wdd-coloring-delete-color.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md deleted file mode 100644 index b9f6986631..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md +++ /dev/null @@ -1,123 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117564 ---- -# Conditional Formatting -The Web Dashboard supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. - -![wdd-cf-main](../../../images/img126130.png) - -## Format Rules - -Format rules used in conditional formatting can be categorized as follows: -* **Value** - Compares static values (Greater Than, Less Than, Between, etc.). -* **Top-Bottom** - Highlights a specific number of top/bottom values (Top N, Bottom N). -* **Average** - Highlights values above or below the average value. -* **A Date Occurring** - Highlights date-time values that are within a specified interval. -* **Expression** - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. -* **Icon and Color Ranges** - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. -* **Color Ranges** - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. -* **Gradient Ranges** - Apply formatting using gradient color scales. -* **Bar** - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. -* **Bar Color Ranges** - Visualize numeric values as bars. Values within a range display a specific color. -* **Bar Gradient Ranges** - Visualize numeric values as bars. Values within a range display a specific bar gradient. - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * A **Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -## Create a Format Rule - -To create a format rule, open the **Conditional Formatting** section in the [data item menu](../ui-elements/data-item-menu.md) or in the the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu. Click "+" to add a new format rule: - -![wed-dashboard-cf-add-rule](../../../images/wed-dashboard-cf-add-rule.png) - -Specify the data item/card used to calculate a condition in the **Calculated by** field in the **Common** section. You can use values from one data item to apply the style settings to a different item. To do this, specify the data item in the **Apply to** section. - -Select a condition type from the list in the **Common** section. Available condition types depend on the data item’s type. - -![wdd-grid-cf-select-rule-type](../../../images/img126024.png) - -In the Condition section, specify the condition settings and [appearance settings](#appearance-settings). - -![|wdd-grid-cf-value-menu](../../../images/img126023.png) - -You can specify additional settings in the **Miscellaneous** section. For example, you can specify an intersection level for a Pivot or apply a rule to a row in a Grid. - -## Edit a Format Rule - -To edit a format rule, select the rule and click the **Edit** button. - -![|wdd-icon-delete-big](../../../images/wdd-grid-cf-edit-rule126025.png) - -Click the **Delete** button to delete the selected format rule. - -You can also disable the rule in the **Miscellaneous** section. - -![miscellaneous-section](../../../images/web-conditional-formatting-edit-rule-miscellaneous-section.png) - -Other settings in the **Miscellaneous** section depend on the selected dashboard item. - -## Appearance Settings - -You can specify appearance settings in the format rule’s Condition section. - -### Grid, Pivot, and Cards - -For Grid, Pivot, and Card items, you can specify the following settings: - -* **Appearance** - - In the **Appearance** tab, select a predefined style from the **Predefined Appearance** section or specify a *Custom Style* in the **Custom Appearance** section. - - ![Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) - - To create a *Custom Style*, click on an empty square in the **Custom Appearance** section. In the invoked **Custom Style Settings** editor, specify the background color, text color, and font settings: - - ![Web Dashboard - Custom Style Editor](../../../images/web-dashboard-cf-custom-style.png) - - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) - -### Chart, Scatter Chart - -Chart and Scatter Chart items have a predefined palette and custom palette. Click a color chip in the **Custom Color** palette to set a new custom color. You can use the RGB or HSB color model in the invoked color picker to pick any color. - -![wdd-cf-chart-styles](../../../images/wdd-cf-chart-styles.png) - -## Dashboard Item Format Rule Specifics - -See the following sections for more information about specific format settings for dashboard items: - -* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) -* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) -* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) -* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) -* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/themes.md b/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/themes.md deleted file mode 100644 index 77cb99e28e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization/themes.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Themes -author: Natalia Kazakova ---- -# Themes - -The Web Dashboard control supports the *Generic*, *Generic Compact*, and *Material Design Compact* [DevExtreme themes](https://js.devexpress.com/DevExtreme/Guide/Themes_and_Styles/Predefined_Themes). - - -## Generic and Generic Compact Themes - -| Theme | Image | -|---|---| -|Light | ![Light Theme](../../../images/light-theme.png) | -|Dark | ![Dark Theme](../../../images/dark-theme.png) | -|Carmine | ![Carmine Theme](../../../images/carmine-theme.png) | -|Soft Blue | ![Soft Blue Theme](../../../images/soft-blue-theme.png) | -|Green Mist | ![Green Mist Theme](../../../images/green-mist-theme.png) | -|Dark Moon | ![Dark Moon Theme](../../../images/dark-moon-theme.png) | -|Dark Violet | ![Dark Violet Theme](../../../images/dark-violet-theme.png) | - - -## Material Design Themes - -| Theme | Image | -|---|---| -|Blue Light |![Material Blue Light Compact](../../../images/material-blue-light-compact.png)| -|Lime Light |![Material Lime Light Compact](../../../images/material-lime-light-compact.png)| -|Orange Light |![Material Orange Light Compact](../../../images/material-orange-light-compact.png)| -|Purple Light |![Material Purple Light Compact](../../../images/material-purple-light-compact.png)| -|Teal Light |![Material Teal Light Compact](../../../images/material-teal-light-compact.png)| -|Blue Dark |![Material Blue Dark Compact](../../../images/material-blue-dark-compact.png)| -|Lime Dark |![Material Lime Dark Compact](../../../images/material-lime-dark-compact.png)| -|Orange Dark |![Material Orange Dark Compact](../../../images/material-orange-dark-compact.png)| -|Purple Dark |![Material Purple Dark Compact](../../../images/material-purple-dark-compact.png)| -|Teal Dark|![Material Teal Dark Compact](../../../images/material-teal-dark-compact.png)| diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md deleted file mode 100644 index 91cfc97d50..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Bind Dashboard Items to Data in OLAP Mode -author: Natalia Kazakova -legacyId: 117958 ---- -# Bind Dashboard Items to Data in OLAP Mode -In OLAP mode, the cube schema is fetched automatically, and the **Data Sources** page of the [dashboard menu](../ui-elements/dashboard-menu.md) displays the entire OLAP cube structure. - -![wdd-data-sources-page-olap](../../../images/img126320.png) - -To visualize data, open the dashboard item's **Bindings** menu, click a placeholder and choose the required measure, attribute or hierarchy in the invoked list of data source's available fields, as described in the [Bind Dashboard Items to Data](bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. Note that OLAP measures can only be placed in the Values section, while dimension attributes and hierarchies can be placed within other data sections. - -> [!NOTE] -> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. - -OLAP hierarchies allow you to customize each of their levels separately. Select the desired level in the dashboard item's [Bindings](../ui-elements/dashboard-item-menu.md) menu to invoke the [data item menu](../ui-elements/data-item-menu.md) to access hierarchy level options. - -![wdd-olap-hierarchy-data-item-options](../../../images/img126318.png) - -> [!NOTE] -> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md b/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md deleted file mode 100644 index 033be07f76..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Bind Dashboard Items to Data in the Web Dashboard -author: Natalia Kazakova -legacyId: 117956 ---- -# Bind Dashboard Items to Data in the Web Dashboard -This topic explains how to bind the [newly created dashboard item](../add-dashboard-items.md) to data source fields to visualize data. - -## Create Binding -Invoke the [Binding](../ui-elements/dashboard-menu.md) menu. The image below displays a [Grid](../dashboard-item-settings/grid.md) dashboard item that is bound to an _SQL Data Source_ | _Sales Person_ query: - -![web dashboard - Bindings menu](../../../images/wdd-bindings-menu124590.png) - -Click a placeholder and select the data source field to bind a dashboard item to data: - -![web dashboard - Add a data item](../../../images/wdd-add-data-item125350.png) - -To rename the data item's caption, go to the data item's **Options** section: - -![web dashboard - Rename a data item](../../../images/wdd-rename-data-item124591.png) - -> [!TIP] -> For information on how to bind a specific dashboard item to data, see the corresponding **Providing Data** help topic: [dashboard item settings](../dashboard-item-settings.md). - -## Modify Binding -You can use drag-and-drop to change the data binding order: - -![web dashboard - Replace a data item](../../../images/wdd-replace-data-item124592.png) - -## Clear Binding -To remove the data item, select it and click the **Remove** (![WDD-icon-delete-data-source](../../../images/wdd-icon-delete-data-source124585.png)) button next to this data item. - -![web dashboard - Delete a data item in a Grid](../../../images/wdd-grid-delete-data-item125482.png) - -## Specify a Data Source -A dashboard can have several [data sources](../provide-data/manage-data-sources.md). To change the default data source (or a query / data member ), go to the dashboard item's [Binding](../ui-elements/dashboard-menu.md) menu and click the **Data Source** button. - -![web dashboard - Data filtering section](../../../images/wdd-data-filtering-section125086.png) - -In the invoked section, change the data source (query / data member) and click **OK**. - -When you change the dashboard item's data source, data items try to display data from the same column of the new data source. If such a column does not exist, you get the red color indication for this data item. Select a new data source field for this data item. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md b/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md deleted file mode 100644 index 57d2d83791..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Hidden Data Items -author: Natalia Kazakova -legacyId: 117957 ---- -# Hidden Data Items -The **hidden data items** can be used to perform various data shaping and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. - -To create hidden data items, click the _Add Measure_ / _Add dimension_ placeholders in the **Hidden Measures** / **Hidden Dimensions** data section and select an appropriate data field. - -You can perform the following operations using hidden data items. -* [Filtering](#filtering) -* [Sorting](#sorting) -* [Top N](#topn) -* [Conditional Formatting](#cf) - -## Filtering -You can use **hidden dimensions** to apply [filtering](../data-shaping/filtering.md) to the dashboard item. - -![wdd-hidden-data-item-filtering](../../../images/img124648.png) - -For example, the Grid on the image above is filtered by the _OrderDate (Quarter)_ hidden dimension. - -## Sorting -You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. - -![wdd-hidden-data-item-sorting](../../../images/img124647.png) - -For instance, a data item menu on the image above displays sorting by values of the hidden _UnitPrice (Sum)_ measure. - -## Top N -You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. - -![wdd-hidden-data-item-top-n](../../../images/img124649.png) - -For example, a data item menu on the image above displays the top 5 categories for the _UnitPrice (Sum)_ hidden measure. - -## Conditional Formatting -You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. - -![wdd-hidden-measure-conditional-formating](../../../images/img125668.png) - -For example, the Range Set format rule on the image above is calculated by the _Quantity (Sum)_ hidden measure. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/convert-dashboard-items.md b/dashboard-for-web/articles/web-dashboard-designer-mode/convert-dashboard-items.md deleted file mode 100644 index 052a45f933..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/convert-dashboard-items.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Convert Dashboard Items -author: Natalia Kazakova -legacyId: 117951 ---- -# Convert Dashboard Items -The Web Dashboard provides the capability to convert data-bound dashboard items to another type. - -To convert the selected dashboard item to another type, use the dashboard item's [Convert To](ui-elements/dashboard-item-menu.md) menu. - -![wdd-convert-to-dialog](../../images/img125857.png) - -> [!NOTE] -> You can also created a copy of the selected dashboard item using the **Duplicate current item** command. - -The Web Dashboard always preserves the following settings for data-bound dashboard items. -* The set of data items used to bind the dashboard item to data. -* Data shaping settings of data items and their names. -* A custom name displayed within the dashboard item caption. - -The following settings are kept if the dashboard item is being converted to an item that also supports this feature. -* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode). -* [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). -* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. -* [Coloring](appearance-customization/coloring.md) settings. -* [Calculation](data-analysis/calculations.md) settings. - -For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. -* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. -* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. -* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. -* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). -* Clustering settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/create-a-dashboard.md b/dashboard-for-web/articles/web-dashboard-designer-mode/create-a-dashboard.md deleted file mode 100644 index 64d55cd54b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/create-a-dashboard.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Create a Dashboard -author: Natalia Kazakova -legacyId: 117922 ---- -# Create a Dashboard -The Web dashboard allows you to embed the user interface required for creating dashboards at runtime. - -You can create a new dashboard in two ways. -* You can open the [dashboard menu](ui-elements/dashboard-menu.md) and click the **New** button... - - ![wdd-add-new-dashboard](../../images/img125471.png) -* ...or click **Create** in the following message if your application does not have any dashboards. - - ![WebDesigner-NoDashboard](../../images/img122617.png) - -After that the **New...** page is invoked. Here you can set a dashboard name, [create a new data source](provide-data/create-a-new-data-source.md) or [connect to an existing data source](provide-data/connect-to-an-existing-data-source.md). - -![WebDesignerGettingStarted_CreateDataSource](../../images/img123741.png) - -To learn how to provide data for the created dashboard, see [Provide Data](provide-data.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards.md deleted file mode 100644 index 1fb2c004c8..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Cards -author: Natalia Kazakova -legacyId: 117945 ---- -# Cards -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![wdd-dashboard-items-cards](../../../images/img125117.png) - -This section provides the following topics. -* [Providing Data](cards/providing-data.md) - - Provides information about how to supply the Card dashboard item with data. -* [Layout](cards/layout.md) - - Describes how to manage the position and visibility of elements within a card. -* [Delta](cards/delta.md) - - Provides an overview of the Card dashboard item’s capability to display the difference between two parameters. -* [Sparkline](cards/sparkline.md) - - Provides an overview of the Card dashboard item’s capability to visualize data using sparklines. -* [Formatting](cards/formatting.md) - - Shows how to format values displayed within a card. -* [Interactivity](cards/interactivity.md) - - Describes features that enable interaction between a Card dashboard item and other items. -* [Cards Arrangement](cards/cards-arrangement.md) - - Describes how to arrange cards within a Card dashboard item. -* [Conditional Formatting](cards/conditional-formatting.md) - - Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md deleted file mode 100644 index 6ad75ea68a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Cards Arrangement -author: Natalia Kazakova -legacyId: 118006 ---- -# Cards Arrangement -The Card dashboard item allows you to specify the number of columns or rows in which cards are arranged. For example, the following image show cards arranged into 3 columns. - -![wdd-cards-layout-fixed-columns](../../../../images/img125310.png) - -To control how cards are arranged, use the **Layout** section in the Card's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes cards to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange cards in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which cards are arranged. | - -To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md deleted file mode 100644 index 6b1801ec54..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md +++ /dev/null @@ -1,87 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to change the background color of the card or to highlight individual card elements (such as title or value). - -![](../../../../images/web-dashboard-card-conditional-formatting.png) - -> [!Note] -> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/118608/create-dashboards/create-dashboards-on-the-web/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the [card layout element](../../dashboard-item-settings/cards/layout.md) or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify background color, text color, and font settings. - - The background color applies to the entire card. Text settings allow you to specify a target element. - - ![Web Dashboard - Conditional Formatting with Appearance](../../../../images/web-conditional-formatting-card.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - The image below displays the result of the format rule that adds the green check icon to the _Category_ dimension layout element: - - ![Web Dashboard - Conditional Formatting with Icons](../../../../images/web-card-conditional-formatting-custom-layout-element.png) - - -## Card-Specific Format Condition Settings - -Available settings in the **Common** section depend on the selected **Calculated by** option: - -* **Card** - - The **Card** option specifies a data item container (a [card](../../dashboard-item-settings/cards/providing-data.md)) whose values are used to calculate the format rule. The **Value Type** field allows you to pre-process the card's value before it takes part in calculations. - - ![Web Dashboard - Card Conditional Formatting - Card Option](../../../../images/web-conditional-formatting-card-delta-variation.png) - - If a dashboard item contains multiple cards, apply a format rule to the active card to see the changes. To switch between cards, click the **Values** button in the dashboard item caption. Note that the expression format condition applies to all cards regardless of the specified card. - -* **Data Item** - - For the **Data Item** option you can choose a hidden measure or series dimension. The rule applies to all cards in a Card item. - - ![|Web Dashboard - Card Conditional Formatting - Data Item Option](../../../../images/web-dashboard-card-data-item-option.png) - - -To apply the appearance settings to the certain card layout element, use the drop-down **Apply to** list. The _All elements_ value applies the format rule to all card elements. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md deleted file mode 100644 index 98bcc0adac..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 118003 ---- -# Delta -Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: - -![Card_StretchedLayout_Web_DeltaElements](../../../../images/img128474.png) -* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. -* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). - -To customize settings that relate to the calculation and display of delta values/elements, invoke the [Binding menu](../../ui-elements/dashboard-item-menu.md), click the required data item in the [Cards](providing-data.md) section and go to **Delta Options** in the [data item's menu](../../ui-elements/data-item-menu.md). - -Then, specify the following settings: -* **Result Indication** - You can specify the condition for displaying delta indication. - * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. - - ![Card_GreaterIsGood_Web](../../../../images/img128418.png) - * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. - - ![Card_LessIsGood_Web](../../../../images/img128419.png) - * **Warning if Greater** - A warning displays only if the actual value exceeds the target value. - - ![Card_WarningIfGreater_Web](../../../../images/img128420.png) - * **Warning if Less** - A warning displays only if the target value exceeds the actual value. - - ![Card_WarningIfLess_Web](../../../../images/img128421.png) - * **No Indication** - Indication does not display. - - ![Card_NoIndication_Web](../../../../images/img128422.png) -* **Threshold type** / **Threshold value** - - For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md deleted file mode 100644 index a47826030f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Formatting -author: Natalia Kazakova -legacyId: 118826 ---- -# Formatting -The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. - -To change format settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Format Options** in the [data item's menu](../../ui-elements/data-item-menu.md). -You can change format settings for the following [value types](layout.md): -* **Actual Value** -* **Target Value** -* **Absolute Variation** -* **Percent of Target** -* **Percent Variation** - -To change format settings for the selected value type, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../../images/img126050.png) icon). -To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md deleted file mode 100644 index 6a10ac1c8f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 118005 ---- -# Interactivity -To enable interaction between the Card and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -The Dashboard allows you to use the Card dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a card(s) to make other dashboard items only display data related to the selected card(s). - -![wdd-cards-master-filtering](../../../../images/img125597.png) - -To enable **Master Filtering**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a card to view the details. - -![wdd-cards-drill-down](../../../../images/img125598.png) - -Drill-down requires that the Series section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-cards-series-section.png](../../../../images/img125599.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md deleted file mode 100644 index cac3da3b54..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118825 ---- -# Layout -The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. - -To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. -* [Available Layout Templates](#available) -* [Default Layout](#default) -* [Change Layout](#change) - -## Available Layout Templates -The table below contains information about the available layout templates: - -| Layout Type | Example | Description | -|---|---|---| -| Stretched | ![Card_StretchedLayout_Web](../../../../images/img128413.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | -| Centered | ![Card_CenteredLayout_Web](../../../../images/img128414.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | -| Compact | ![Card_CompactLayout_Web](../../../../images/img128415.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | -| Lightweight | ![Card_LightweightLayout_Web](../../../../images/img128416.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | - -For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. - -## Default Layout -The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: - -![Card_StretchedLayout_Web_AllElements](../../../../images/img128473.png) - -To learn more about the available value types and visual elements, see [Change Layout](#change). - -> [!NOTE] -> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). - -## Change Layout -To change a card's layout in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Cards Layout** in the [data item's menu](../../ui-elements/data-item-menu.md). -Select the required layout type and click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../../images/img126050.png) icon) to change its settings. The following settings are available: -* **Min width** - Specifies the minimum width of the card content. -* **Max width** - Allows you to specify the maximum width of the card content. Select the **Auto** option to determine the maximum width automatically or switch to **Custom** and specify the required width manually. - -You can show/hide the following values and visual elements within the card: - -| Value | Description | Example | -|---|---|---| -| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | -| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | -| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | -| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | -| **Card Name** | A card name. | _Revenue vs. Target_ | -| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | -| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | -| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | -| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | -| Element | Description | Example | -| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample_Web](../../../../images/img128423.png) | -| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample_Web](../../../../images/img128424.png) | - -Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md deleted file mode 100644 index 0b61ea4a8d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118002 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Card dashboard item that is bound to data. - -![wdd-cards-data-bindings](../../../../images/img125595.png) - -To bind the Card dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Card's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Cards** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed within cards. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, cards show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the dashboard item caption. | -| **Series** | Dimension | Contains data items whose values are used to label cards. | -| **Sparkline** | Dimension | Provides a date-time dimension whose data will be used to visualize values using [sparklines](sparkline.md). | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md deleted file mode 100644 index 5c2061c273..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Sparkline -author: Natalia Kazakova -legacyId: 118004 ---- -# Sparkline -_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). - -![wdd-cards-sparkline](../../../../images/img125308.png) - -To learn how to display the sparkline for different layout types, see [Layout](layout.md). -* [Data Binding Specifics](#binding) -* [Change Sparkline Options](#options) - -## Data Binding Specifics -You need to provide a date-time or numeric dimension (in the **[Sparkline](providing-data.md)** section) whose data is used as argument values to display a sparkline within the card. - -![Card_BindingMenu_SparklineArgument](../../../../images/img128476.png) - -If you have provided both actual and target values, a sparkline visualizes the actual value's variation. - -## Change Sparkline Options -To change sparkline settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Sparkline Options** in the [data item's menu](../../ui-elements/data-item-menu.md). -The following options are available: - -| Sparkline Options | Description | -|---|---| -| View type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | -| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | -| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart.md deleted file mode 100644 index 1811c78def..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Chart -author: Natalia Kazakova -legacyId: 117941 ---- -# Chart -The topics in this section describe the features available in the **Chart** dashboard item, and provide information on how to create and customize charts in the Web Dashboard. - -![wdd-dashboard-items-chart](../../../images/img125118.png) - -This section is divided into the following subsections. -* [Providing Data](chart/providing-data.md) - - Explains how to supply the Chart dashboard item with data. -* [Series](chart/series.md) - - Enumerates and describes different types of series that can be displayed within the Chart dashboard item. -* [Panes](chart/panes.md) - - Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. -* [Interactivity](chart/interactivity.md) - - Describes features that enable interaction between the Chart and other dashboard items. -* [Legend](chart/legend.md) - - Provides information about the chart legend and its options. -* [Axes](chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Trend Indicators](chart/trend-indicators.md) - - Describes how to create trend indicators and display them in Chart dashboard items. -* [Orientation](chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Conditional Formatting](chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md deleted file mode 100644 index 7874c6e521..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 117980 ---- -# Axes -The Chart dashboard item displays two axes by default: the X-axis and the Y-axis. The X-axis is the axis of arguments and the Y-axis is the numerical axis of values. - -![wdd-chart-axis](../../../../images/img125609.png) - -## Axis X -To access X-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** section. - -You can configure the following settings. - -![wdd-chart-axis-x-options](../../../../images/img125610.png) -* The **Reverse** option allows you to reverse an X axis. If the X axis is reversed, its values are ordered from right to left. -* The **Visible** option specifies whether the axis is visible. -* The **Title** option specifies the X axis's title. Use the **Title Text** field to set the title. -* The **Enable Zooming** option allows you to enable zooming for the X axis. -* The **Limit Visible Points** option allows you to limit the number of visible points. The **Visible Points Count** field allows you to specify the maximum number of visible points. - -### Continuous and Discrete X-Axes - -If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. - -If a continuous axis is used, the distance between argument values is proportional to their values. On a discrete axis, all argument values are an equal distance from each other. - -![wdd-chart-discrete-axis](../../../../images/img125612.png) - -To specify the X-axis type in the Web Dashboard, go to the data item [Data Shaping](../../ui-elements/data-item-menu.md) menu for the argument dimension and select the axis type. The image below illustrates how to change this setting for the _Product Base Margin_ data item. - -![wdd-chart-discrete-axis-option](../../../../images/img125613.png) - -## Axis Y -To access Y-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis Y** section for a corresponding pane. - -![wdd-chart-axis-y-options](../../../../images/img125611.png) -* The **Always Show Zero Level** option allows you to indicate whether or not an axis zero value should be displayed. -* The **Reverse** option allows you to reverse an Y-axis. If the Y-axis is reversed, its values are ordered from right to left. -* The **Grid Lines** options allows you to control the visibility of the reference lines used to improve the readability of a chart's visual data. -* The **Visible** option specifies whether the axis is visible. -* The **Title** option specifies the Y-axis's title. Use the **Title Text** field to set the title. -* The **Logarithmic Scale** option allows you to use a log scale to display Y-axis. Use the **Logarithmic Scale Base** field to set a log scale base. - -### Secondary Axis - -The secondary Y-axis is useful when it is necessary to visually combine several charts into one. Secondary axes provide the ability to plot series with different ranges on the same chart. - -![wdd-chart-secondary-y-axis](../../../../images/img125608.png) - -To plot the required series using the secondary axis, go to the data item [Options](../../ui-elements/data-item-menu.md) menu for the value measure and turn the **Plot on Secondary Axis** option on. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md deleted file mode 100644 index bab4f6d98e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md +++ /dev/null @@ -1,96 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight chart elements such as bars, lines, areas, and data points. - -![web-cf-chart-main](../../../../images/web-cf-chart-main.png) - -The following [series types](series.md) support conditional formatting: - -* Bar -* Point/Line -* Area -* Bubble -* Range Bar - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Values** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments**/**Series** section -- [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Color Ranges** - * **Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Chart-Specific Format Condition Settings - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Value** rule settings. The condition colors points/bars if their values exceed 1400. - -![web-chart-greater-than-dialog-example](../../../../images/web-chart-greater-than-dialog-example.png) - -You can apply one of the predefined colors or set a custom color for this condition. - -Use the **Apply to chart elements** button group to apply a rule to points or lines. - -* **Point**: A rule applies to the data points such as bars, points and bubbles. -* **Line / Area**: A rule applies to lines and areas. - -If you select **Line / Area**, the format rule applies to the line when at least one line point meets the rule's condition: - -![web-line-chart-with-applied-value-format-rule](../../../../images/web-line-chart-with-applied-value-format-rule.png) - -Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Chart item displays information about the applied rule in the legend. - -![web-chart-with-applied-value-format-rule](../../../../images/web-chart-with-applied-value-format-rule.png) - -For Range format rules, the legend display text is generated automatically and depends on range intervals: - -![web-chart-cf-range-format-rule](../../../../images/web-chart-cf-range-format-rule.png) - -## Coloring - -A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that are painted by different hues. - -![web-chart-coloring-by-default-cf](../../../../images/web-chart-coloring-by-default-cf.png) - -Enable coloring for series to restore the color scheme: - -![web-chart-coloring-by-hue-with-applied-format-rule](../../../../images/web-chart-coloring-by-hue-with-applied-format-rule.png) - -> [!Tip] -> **Documentation:** -> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md deleted file mode 100644 index c96a359481..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117978 ---- -# Interactivity -To enable interaction between the Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the Chart dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Chart supports filtering by **argument**, **series** or **points**. -* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking series points. - - ![wdd-chart-master-filter-arg](../../../../images/img125063.png) -* When filtering **by series** is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![wdd-chart-master-filter-series](../../../../images/img125065.png) -* Filtering **by points** makes other dashboard items display only data related to the selected point. - - ![wdd-chart-master-filter-points](../../../../images/img125064.png) - -To configure filtering type, open the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. - -![wdd-chart-interactivity-set-points](../../../../images/img125061.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The drill-down capability allows you to change the detail level of data displayed in the Chart dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The Chart supports drill-down on **argument** or **series** values. -* To drill down on arguments, click a series point to view a detail chart for the corresponding argument value. - - ![wdd-chart-drill-down-arguments](../../../../images/img125058.png) - - Drill-down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. - - ![wdd-chart-drill-down-set-arguments](../../../../images/img125076.png) -* When drill-down on series is enabled, you can click a series point to view a detail chart for the corresponding series. - - ![wdd-chart-drill-down-series](../../../../images/img125062.png) - - Drill-down on series requires that the Series section contains several data items, from the least detailed to the most detailed item. - - ![wdd-chart-drill-down-set-series](../../../../images/img125075.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To specify drill-down type, go to the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as a target dimension. - -![wdd-chart-interactivity-set-series](../../../../images/img125060.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md deleted file mode 100644 index 0c57337a5b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117979 ---- -# Legend -A legend is an element of a chart that identifies chart series and series points. - -![wdd-chart-legend](../../../../images/img125083.png) - -To customize legend options, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. - -![wdd-chart-legend-options](../../../../images/img125080.png) - -The following settings are available. -* The **Visible** option allows you to specify whether or not to show a legend. -* The **Inside Diagram** option allows you to locate a legend inside or outside the Chart. -* The **Position** option allows to set a legend's position and orientation. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md deleted file mode 100644 index 83bd2fe507..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 117981 ---- -# Orientation -You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. - -![wdd-chart-rotated](../../../../images/img125615.png) - -To rotate a Chart in the Web Dashboard, open the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. - -![wdd-chart-rotated-option](../../../../images/img125614.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md deleted file mode 100644 index 36f2030bd6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Panes -author: Natalia Kazakova -legacyId: 117977 ---- -# Panes -Panes are visual areas within a diagram that display chart series. The Chart dashboard item can contain any number of panes. - -Each pane has its own **Y-axis** and displays a specific set of series. All panes in a chart share the same **X-axis**. - -![wdd-chart-panes](../../../../images/img125054.png) - -## Add Panes -To add a pane, click the **Add Pane** button in the Chart's data item section. - -![wdd-chart-add-panes](../../../../images/img125055.png) - -Once a new pane is added, the Web Dashboard creates another Values section. Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). - -![wdd-chart-panes-new-value-section](../../../../images/img125056.png) - -To remove a pane, click the **Remove Pane** button displayed in the added Values section. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md deleted file mode 100644 index d7f92b9149..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117975 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Chart dashboard item that is bound to data. - -![wdd-chart-binding](../../../../images/img125010.png) - -To bind the Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Chart's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. The data item menu allows you to select the series type and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series.md). | -| **Arguments** | Dimension | Contains data items that provide values displayed along the X-axis of the chart. | -| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md deleted file mode 100644 index 1c7cb9c54f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 117976 ---- -# Series -The Chart dashboard item supports different types of series - from simple bar and line charts to candle stick and bubble graphs. -* [Change Series Type](#changest) -* [Configure Series Options](#configurest) -* [Configure Series Point Label](#configurepl) - -## Change Series Type -By default, Chart visualizes data using the Bar series. To switch between series types, click the required data item in the **Values** section and select the required series type in the invoked data item menu. - -![wdd-chart-series-types](../../../../images/img125032.png) - - Click the ellipsis button to show all available series types. - -## Configure Series Options -To configure common series options, go to the data item’s **Options** section. - -![wdd-shart-series-options](../../../../images/img125034.png) - -Here you can specify whether or not to plot the current series on the secondary axis, configure point markers behavior, etc. - -The following options are available. - -| Option | Description | -|---|---| -| **Caption** | Specifies the series caption. | -| **Plot on secondary axis** | Specifies whether or not the secondary axis is used to plot the current series. | -| **Ignore empty points** | Specifies whether or not empty points are ignored when plotting the current series. | -| **Show point markers** | Specifies whether or not to show point markers for the current series. This option is in effect for the **Line** and **Area** series. Note that point markers are always shown when [Master Filtering](../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. | - -## Configure Series Point Label -The **Point Label** section of a value data item allows you to enable series point labels and manage their settings. - -![wdd-chart-series-point-labels](../../../../images/img125037.png) - -For example, you can specify whether or not to show point labels or set the label overlap mode. - -The following options are available. - -| Option | Description | -|---|---| -| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | -| **Content** | Specifies the type of content displayed within point labels. You can select one of the following options: _Value_, _Argument_, _Series Name_ or _Argument and Value_. | -| **Overlapping Mode** | Specifies the label overlap mode. You can reposition or hide overlapping labels or disable a resolving algorithm. | -| **Orientation** | Specifies the orientation of point labels. You can set default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | - -Bar series has additional settings. - -| Option | Description | -|---|---| -| **Show for zero values** | Specifies whether or not to show labels for points with zero values. | -| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md deleted file mode 100644 index d6bf42ea3d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Trend Indicators ---- - -# Trend Indicators - -The Web Dashboard allows you to display predefined trend indicators in Chart dashboard items. - -Trend indicators are statistical tools used to analyze data and identify patterns or relationships between variables. - -The following indicator types are available: - -* Trend Line - - Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. -* Regression Line - - Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. -* Custom Indicator - - A custom indicator type registered in a dashboard. - -## Create a Trend Indicator - -Click **Trend Indicators** in the **Options** dialog to open the **Trend Indicators** editor. - -![Trend Indicators Option](../../../../images/trend-indicators-option-web.png) - -Click “+” to add a new trend indicator. The new indicator is generated with the default settings and automatically displayed in a chart dashboard item: - -![Add new indicator](../../../../images/add-new-indicator-web.png) - -You can change the following indicator settings: - -* Name - - The name of the trend indicator within the indicators collection. - -* Type - - The indicator type: Trend Line, Regression Line, or any registered Custom Type. - -* Value - - The measure data item that is used to calculate the trend indicator. - -* Value Level - - The value that specifies which series point value should be used to calculate the indicator. - -* Display In Legend - - Specifies whether to display the trend indicator in the legend. - -* Legend Text - - The text that identifies the trend indicator within the legend. - -* Dash Style - - The dash style used to paint the line. - -* Thickness - - The thickness of the indicator line. - -* Color - - The color for the trend indicator. - -* Visible - - Specifies whether to display the trend indicator. - -In the editor, select an indicator and click **Edit** or **Delete** to edit or delete the selected item. - -![manage-indicators-collection](../../../../images/manage-indicators-collection.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md deleted file mode 100644 index 6017b91501..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Choropleth Map -author: Natalia Kazakova -legacyId: 117948 ---- -# Choropleth Map -The topics in this section describe the features available in the Choropleth Map dashboard item, that allows you to colorize the required areas in proportion to the provided values. - -![wdd-dashboard-items-choropleth-map](../../../images/img125119.png) - -This section consists of the following subsections. -* [Choropleth Map](choropleth-map.md) - - Describes how to use default dashboard maps or provide custom maps. -* [Providing Data](choropleth-map/providing-data.md) - - Explains how to supply the Choropleth Map dashboard item with data. -* [Delta](choropleth-map/delta.md) - - Details how to use delta to color the map shapes. -* [Map Navigation](choropleth-map/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](choropleth-map/interactivity.md) - - Describes features that enable interaction between the Choropleth Map and other dashboard items. -* [Labels](choropleth-map/labels.md) - - Describes how to display additional information related to map shapes. -* [Legend](choropleth-map/legend.md) - - Explains the map legend and its options. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md deleted file mode 100644 index f94e3e43e1..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 117540 ---- -# Delta -The Choropleth Map allows you to indicate the difference between the actual and target values of a particular parameter. This difference is called **delta**. - -By default, map shapes are colored depending on the values provided. If you add an additional target value to create delta, the coloring of map shapes depends on the difference between two values. - -![wdd-choropleth-map-delta](../../../../images/img125405.png) - -## Add Delta -**Delta** is bound to two measures that provide two values: the _Actual_ value and the _Target_ value. The difference between these values is displayed on the map. - -When you switch the map type to _Delta_, a new **Target** data item container appears. - -![wdd-choropleth-map-add-delta](../../../../images/img125406.png) - -Click it to open the target [data item menu](../../ui-elements/data-item-menu.md) and provide data for the target value. - -## Delta Options -To specify delta indication settings, go to the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). Here you can specify the delta display mode (e.g., value or bar), value type, result indication, comparison tolerance, etc. - -The following options are available. - -| Option | Description | -|---|---| -| **Value Type** | Specifies which values to display within map tooltips as the delta value. | -| **Result Indication** | Specifies the condition that will be used to select the indicator color. | -| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. | -| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md deleted file mode 100644 index fe604043d6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117542 ---- -# Interactivity -To enable interaction between the **Choropleth Map** and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. - -## Master Filtering -You can use the **Choropleth Map** dashboard item as a filter for other dashboard items. - -The Choropleth Map dashboard item supports filtering by shapes. When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape(s). - -![wdd-choropleth-map-master-filter-interativity](../../../../images/img125414.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To enable **Master Filtering**, go to the Choropleth Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-interactivity-section-without-drill-down](../../../../images/img125455.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md deleted file mode 100644 index d2686b9040..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117544 ---- -# Labels -A Choropleth Map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. - -To manage map titles and tooltips, go to the **Shape Labels** section of the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-choropleth-map-shape-labels](../../../../images/img125421.png) - -The following settings are available. - -| Option | Description | -|---|---| -| **Shape Title Attribute** | Allows you to select the attribute whose values are displayed within corresponding map shapes. Summary values are included to shape titles by default. | -| **Tooltip Attribute** | Allows you to configure information related to a hovered shape. You can choose whether to use a binding attribute to display as the title of shape tooltips (the **Use binding attribute** value) or specify a custom attribute from the dropdown list. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md deleted file mode 100644 index 9b6153b646..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117545 ---- -# Legend -A **legend** is an element of a map that shows values corresponding to each color. - -To display a legend within a map, open the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Color Legend** section. - -![wdd-choropleth-map-legend](../../../../images/img125418.png) - -The following options are available. - -| Option | Description | -|---|---| -| **Show Legend** | Allows you to control the visibility of legend. | -| **Position** | Specifies the legend's position on a map. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md deleted file mode 100644 index 6d2f2a5aa7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 117541 ---- -# Map Navigation -The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. - -You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** setting in the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-map-lock-navigation](../../../../images/img125404.png) - -To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../../images/img125402.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). - -![wdd-choropleth-map-initial-state](../../../../images/img125403.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md deleted file mode 100644 index ffa17c30cc..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117539 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Choropleth Map dashboard item that is bound to data. - -![wdd-choropleth-map-binding](../../../../images/img125398.png) - -To bind the Choropleth Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The list below illustrates the Choropleth Map's data sections. -* **Attribute** - Processed as _Dimension_ - Allows you to associate map shapes with data source field values. To learn more about attributes, see the [Map Attributes](providing-maps.md) section. -* **Maps** - Processed as _Measure_ - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. - - By default, map shapes are colored depending on the provided values. If you add an additional target value, the coloring of map shapes depends on the difference between two values called [Delta](delta.md). -* **Tooltip Measures** - Processed as _Measure_ - Allows you to add supplementary content to the tooltips. Add the required measures to provide additional data. - - ![wdd-choropleth-map-tooltips](../../../../images/img125400.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md deleted file mode 100644 index 4c423af7da..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 117538 ---- -# Providing Maps -This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. -* [Default Maps](#defaultmaps) -* [Custom Maps](#custommaps) -* [Map Attributes](#attributes) - -## Default Maps -The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a map of the world -* **Europe** - a map of Europe -* **Asia** - a map of Asia -* **North America** - a map of North America -* **South America** - a map of South America -* **Africa** - a map of Africa -* **USA** - a map of the USA -* **Canada** - a map of Canada - -> [!NOTE] -> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. - -To select a required default map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list. - -![wdd-choropleth-map-change-map](../../../../images/img125382.png) - -## Custom Maps -The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: -* **.shp file** - holds map shapes (points/lines/polygons) -* **.dbf file** - contains attributes for each shape. - -To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. - -![wdd-custom-shape-file](../../../../images/img127210.png) - -Finally, provide shape data using one of the following ways. -* Specify a path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. -* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. - -Note that custom maps created in the Cartesian coordinate system are not supported. - -## Map Attributes -After you select the default or custom map, you can display supplementary information (such as the name of a country, state, etc.). To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Attribute Name** dropdown list. - -![wdd-choropleth-map-attribute](../../../../images/img125387.png) - -This list displays available attributes for the current map. Each set of attribute values is related to a specific map shape. - -To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md deleted file mode 100644 index 5dc2bc7d18..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Dashboard Item Group -author: Natalia Kazakova -legacyId: 117533 ---- -# Dashboard Item Group -The Web Dashboard allows you to combine dashboard items into a group. The dashboard item group serves two main purposes. -* Combine dashboard items within the dashboard into a separate [layout](../dashboard-layout/dashboard-items-layout.md) group. -* Manage [interaction](../interactivity.md) between dashboard items within and outside the group. - -For example, you can combine related [filter elements](filter-elements.md) and data visualization [dashboard items](../dashboard-item-settings.md) into a group. - -![wdd-dashboard-group](../../../images/img125758.png) - -## Create a Group -To create a new group, use the **Group** button (the ![wdd-group-icon](../../../images/img125759.png) icon) in the [Toolbox](../ui-elements/toolbox.md). - -You can combine dashboard items into a group using several ways. -* Create a new dashboard item using the buttons inside a group or drag a new item from the [Toolbox](../ui-elements/toolbox.md). -* Move the existing items into a group using drag-and-drop. - -> [!NOTE] -> A dashboard item group cannot be added to another group. - -## Interactivity -The dashboard item group provides the capability to manage [interaction](../interactivity.md) between dashboard items within and outside the group. To specify interactivity settings, open the Group's [Interactivity](../ui-elements/dashboard-item-menu.md) menu. - -The **Master Filter** option allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group. - -![wdd-group-interactivity](../../../images/img125761.png) - -The **Ignore Master Filters** option allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md deleted file mode 100644 index 5d0c281cce..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md +++ /dev/null @@ -1,86 +0,0 @@ ---- -title: Date Filter -author: Natalia Kazakova ---- -# Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -![](../../../images/datefilter-web-overview.png) - -The Date Filter item displays a set of intervals that can be used as quick filters: - -![](../../../images/datefilter-web-autoheight.png) - -## Add a New Date Filter to the Dashboard - -To create a Date Filter item, click the **Date Filter** item (the ![](../../../images/wdd-datefilter-icon.png) icon) in the [Toolbox](../ui-elements/toolbox.md) **Filter** section: - -![](../../../images/wdd-toolbox-filter-elements125330.png) - -## Bind to Data - -You can use `DateTime`/`DateOnly` fields for a date filter. - -Click the **Dimension** placeholder in the data section and select the required data source field in the **Binding** section of the invoked [data item menu](../ui-elements/data-item-menu.md) to bind the Date Filter to data. - -![](../../../images/datefilter-web-data-binding.png) - -For details, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md) topic. - -## Date Picker - -The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: - -![](../../../images/datefilter-web-datepicker.png) - -You can configure whether to display the Date Picker in the Date Filter item. For this, go to the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu, open to the **Layout** section and specify the **Show Date Picker** setting. - -## Display Format - -To specify the date-time value format, use the **Format Type** option in the **Format** section of the [data item menu](../ui-elements/data-item-menu.md), as described in the Formatting Data topic. - -To specify a custom string displayed in the Date Picker component, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and fill in the **Display Text Pattern** text field: - -![](../../../images/datefilter-web-options.png) - -You can include placeholders in a custom string. The `{0}` placeholder is the interval's start, the `{1}` placeholder is the interval's end. - -## Create Quick Filters - -**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: - -![](../../../images/datefilter-web-quick-filters.png) - -The **Select Date Time Period** button displayed in the Date Filter caption invokes the drop-down list with quick filters. - -To add quick filters, open the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period: - -![](../../../images/datefilter-web-custom-periods.png) - -Click the _edit_ icon to invoke the editor's panel and configure a custom period. The following image illustrates how to modify the **Month-to-Date** custom period: - -![](../../../images/datefilter-web-custom-period-month-to-date.png) - -You can specify the following settings for the start/end boundaries: - -* **Caption** - Specifies a predefined period caption. -* **Start Mode** - Specifies a mode of the start boundary. -* **End Mode** - Specifies a mode of the end boundary. - -The following modes used to set predefined ranges are available: - -* **None** - The selection will begin from the start/end of the visible range. -* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. -* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. - -> [!NOTE] -> Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. - -## Arrange Quick Filters - -Quick filters in the Date Filter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. - -To specify the arrangement mode, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and specify the **Arrangement Mode** setting: - -![](../../../images/datefilter-web-options.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md deleted file mode 100644 index 82207fb689..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 117559 ---- -# Filter Elements -Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. - -![wdd-dashboard-items-filters](../../../images/img125353.png) - -This section consists of the following topics. -* [Filter Elements Overview](filter-elements/filter-elements-overview.md) -* [Providing Data](filter-elements/providing-data.md) -* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md deleted file mode 100644 index bb08da8066..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Filter Elements Overview -author: Natalia Kazakova -legacyId: 118043 ---- -# Filter Elements Overview -The Web Dashboard allows you to create filter elements that used to filter other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) -* [Date Filter](#date-filter) - -To add the required filter element to the dashboard, use corresponding buttons into the **Filter** section of the **Toolbox**. - -![wdd-toolbox-filter-elements](../../../../images/wdd-toolbox-filter-elements125330.png) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. - -You can switch the combo box type in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available Combo Box's types. - -| Standard | Checked | -|---|---| -| The **Standard** type allows you to select only a single value. | The **Checked** type allows you to select multiple values in the invoked drop-down list. | -| ![wdd-combo-box-standard-type](../../../../images/img125341.png) | ![wdd-combo-box-checked-type](../../../../images/img126666.png) | - -By default, the Combo Box's dropdown contains an 'All' item that allows you to select/deselect all items in the Combo Box. To hide this item, turn off the **Show 'All' Value** option in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. - -You can switch the list box type in the List Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available List Box's types. - -| Checked | Radio | -|---|---| -| The **Checked** type allows you to select multiple values in the list box. | The **Radio** type allows you to select only a single value in the radio group. | -| ![wdd-list-box-radio-type](../../../../images/img125342.png) | ![wdd-list-box-checked-type](../../../../images/img126667.png) | - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![wdd-treeview](../../../../images/img125343.png) - -You can manage the initial expanded state of filter values using the **Auto Expand** option in the Tree View's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -## Date Filter - -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. - -![datefilter](../../../../images/datefilter-web-autoheight.png) - -See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md deleted file mode 100644 index 13d670b4ec..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117561 ---- -# Interactivity -This document describes filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. - -## Master Filtering -The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items ([Master Filter](../../interactivity/master-filtering.md)). - -> [!IMPORTANT] -> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. - -Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). - -![wdd-filter-elements-interactivity](../../../../images/img125351.png) - -You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the _State_ filter element contains states related to the 'United States' value, while the _City_ filter element contains cities related to the 'New York' value. - -![wdd-filter-elements-ignore-group-filter](../../../../images/img125352.png) - -Disable the **Ignore Master Filters** option in the [Interactivity](../../ui-elements/dashboard-item-menu.md) menu for the required filter element to allow the applying of filtering to this element. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md deleted file mode 100644 index 2349ec5100..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117560 ---- -# Providing Data -The Web Dashboard allows you to bind various dashboard items to data in a consistent manner, the only difference being the data sections that these dashboard items comprise. To learn more about common binding concepts, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -This topic describes how to bind **filter elements** to data using the Web Dashboard control. - -## Binding Overview -All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. - -To bind the filter elements to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -To learn about the specifics of binding various filter elements to data, see the table below. - -| Dashboard Item | Data Sections | Description | -|---|---|---| -| **Combo Box** | ![wdd-filter-elements-combobox-bindings](../../../../images/img126759.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case , the drop-down list will contain combinations of dimension values. | -| **List Box** | ![wdd-filter-elements-listbox-bindings](../../../../images/img125344.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | -| **Tree View** | ![wdd-filter-elements-treeview-bindings](../../../../images/img125345.png) | The Tree View filter element can contain several dimensions at the **Dimensions** data section. In this case, dimension values are displayed in a hierarchical way. This can be the set of dimensions with different group intervals (e.g., Year/Quarter/Month) or the set of related dimensions (e.g., geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges.md deleted file mode 100644 index 16f891e9e5..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Gauges -author: Natalia Kazakova -legacyId: 117946 ---- -# Gauges -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![wdd-dashboard-items-gauges](../../../images/img125120.png) - -The following sections are available. -* [Providing Data](gauges/providing-data.md) - - Provides information about how to supply the Gauge dashboard item with data. -* [Delta](gauges/delta.md) - - Provides an overview of the Gauge dashboard item’s capability to display the difference between two parameters. -* [Gauge Scale](gauges/gauge-scale.md) - - Describes options that relate to the gauge scales. -* [Interactivity](gauges/interactivity.md) - - Describes features that enable interaction between the Gauge dashboard item and other items. -* [Layout](gauges/layout.md) - - Describes layout options of the Gauge dashboard item. -* [Style](gauges/style.md) - - Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md deleted file mode 100644 index 1605a1336f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Delta -author: Natalia Kazakova -legacyId: 118008 ---- -# Delta -Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. - -Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). - -![wdd-gauge-delta](../../../../images/img125316.png) - -After you add the data item containing _actual_ data, you can add the second data item (optional) that contains _target_ data. To customize settings that relate to the calculation and display of deltas, open the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). - -![wdd-gauge-options](../../../../images/img125312.png) - -Use it to define the conditions for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance.The following options are available. - -| Option | Description | -|---|---| -| **Value Type** | Specifies which values should be displayed as the main delta value. Additional delta values are selected automatically. | -| **Result Indication** | Specifies the condition for displaying delta indication. | -| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. | -| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md deleted file mode 100644 index 4ca97532fd..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Gauge Scale -author: Natalia Kazakova -legacyId: 117536 ---- -# Gauge Scale -By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. - -![wdd-gauge-scale](../../../../images/img125318.png) - -You can override this behavior and specify maximum and minimum values on the scale. After you add the data item, open the **Scale Options** section of the [data item menu](../../ui-elements/data-item-menu.md) to customize the gauge scale. - -![wdd-gauge-options](../../../../images/img125312.png) - -Then, set the minimum/maximum value mode to **Custom** and specify this value in the corresponding field. The image below shows a gauge with a minimum value of 1B and maximum 5B. - -![wdd--gauge-custom-scale-interval](../../../../images/img125319.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md deleted file mode 100644 index 386c1d43de..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117520 ---- -# Interactivity -To enable interaction between the Gauge and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the **Gauge** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -When **Master Filtering** is enabled, you can click a gauge(s) to make other dashboard items only display data related to the selected gauge(s). - -![Gauges_MasterFiltering_Web](../../../../images/img22508.png) - -To enable **Master Filtering**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a gauge to view the details. - -![Gauges_DrillDown_Web](../../../../images/img22509.png) - -Drill-down requires that the **Series** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-gauge-drill-down-arguments-section](../../../../images/img125778.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md deleted file mode 100644 index 4d4b48ef01..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117537 ---- -# Layout -The Gauge dashboard item allows you to specify the number of columns or rows by which gauges are arranged. For example, the following image shows gauges arranged into 3 columns. - -![wdd-gauges-fixed-columns](../../../../images/img125649.png) - -To control how gauges are arranged, use the **Layout** section in the Gauge's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes gauges to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange gauges in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which gauges are arranged. | - -To specify the number of rows/columns, use the **Line Count** field. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md deleted file mode 100644 index 04a0b0e05b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117535 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Gauge dashboard item that is bound to data. - -![wdd-gauge-bindings](../../../../images/img125621.png) - -To bind the Gauge dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Gauge's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Gauges** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed by gauges. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, gauges show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the dashboard item caption. | -| **Series** | Dimension | Contains data items whose values are used to label gauges.. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md deleted file mode 100644 index c8eabc1a29..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 117519 ---- -# Style -The Gauge dashboard item allows you to select the gauge style. - -![wdd-gauges-style](../../../../images/img125775.png) - -The following types are available. -* Full Circular -* Half-Circular -* Left-Quarter Circular -* Right-Quarter Circular -* Three-Fourths Circular -* Linear Horizontal -* Linear Vertical - -To select the gauge style, use the style icons in the Gauge [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-gauge-style-options](../../../../images/img125777.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md deleted file mode 100644 index 3ea379d53a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Geo Point Maps -author: Natalia Kazakova -legacyId: 118023 ---- -# Geo Point Maps -The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. - -![wdd-geo-point-map](../../../images/img126681.png) - -This section consists of the following subsections. -* [Map Types Overview](geo-point-maps/map-types-overview.md) - - Lists the available types of Geo Point maps and their features. -* [Providing Maps](geo-point-maps/providing-maps.md) - - Explains how to use default dashboard maps or provide custom maps. -* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) - - Describes specific capabilities of various Geo Point Map types. -* [Clustering](geo-point-maps/clustering.md) - - Describes the feature that enables grouping of neighboring map objects. -* [Map Navigation](geo-point-maps/map-navigation.md) - - Explains how to manage map zooming and scrolling. -* [Interactivity](geo-point-maps/interactivity.md) - - Describes features that enable interaction between the Geo Point maps and other dashboard items. -* [Labels](geo-point-maps/labels.md) - - Describes how to display additional information related to map shapes. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md deleted file mode 100644 index 0c0c84b835..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Bubble Map -author: Natalia Kazakova -legacyId: 117937 ---- -# Bubble Map -The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - -![wdd-dashboard-items-bubble-map](../../../../images/img125115.png) - -Topics in this section describe specific capabilities of the **Bubble Map** dashboard item. -* [Providing Data](bubble-map/providing-data.md) - - Describes how to supply the Bubble Map with data. -* [Legends](bubble-map/legends.md) - - Describes the available Bubble Map legends and their options. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md deleted file mode 100644 index 8b02cace12..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 118026 ---- -# Legends -The Bubble Map provides two types of legends used to identify map objects - **color** and **weighted** legends. - -## Color Legend -The color legend helps you identify which colors correspond to specific values. - -![wdd-bubble-map-color-legend](../../../../../images/img126751.png) - -To specify color legend settings, go to the **Color Legend** section of the Bubble Map's **Options** menu. - -![wdd-geo-point-map-color-legend-options](../../../../../images/img125505.png) - -Here you can show or hide the color legend and change its position. - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific bubble sizes. - -![wdd-maps-weighted-legend](../../../../../images/img125465.png) - -To specify weighted legend's settings, go to the **Weighted Legend** section of the Bubble Map's **Options** menu. - -![wdd-geo-point-map-weighted-legend-options](../../../../../images/img125506.png) - -Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md deleted file mode 100644 index d485783c61..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118025 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data in the Web Dashboard](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Bubble Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Bubble Map dashboard item that is bound to data. - -![wdd-bubble-map-bindings](../../../../../images/img126164.png) - -To bind the Bubble Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describes Bubble Map data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Weight** | Measure | Accepts a measure used to evaluate the bubble's weight. | -| **Color** | Measure | Accepts a measure used to evaluate the bubble's color. | - -The Bubble Map allows you to add supplementary content to the tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md deleted file mode 100644 index 47e435e6aa..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Clustering -author: Natalia Kazakova -legacyId: 117935 ---- -# Clustering -When a Geo Point map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The Web Dashboard provides the capability to group neighboring map objects. This feature is called Clustering. - -For instance, the [Geo Point Map](geo-point-map.md) dashboard item combines callouts to bubbles. - -![wdd-geopoint-map-clusters](../../../../images/img125449.png) - -The [Bubble Map](bubble-map.md) and [Pie Map](pie-map.md) dashboard items cluster bubbles/pies with other bubbles/pies. - -![wdd-bubble-map-clusters](../../../../images/img125445.png) - -![wdd-pie-map-clusters](../../../../images/img125447.png) - -To enable clustering in the Web Dashboard, use the **Enable Clustering** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-maps-enable-clustering](../../../../images/img125448.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md deleted file mode 100644 index 96b30e7528..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Geo Point Map -author: Natalia Kazakova -legacyId: 117938 ---- -# Geo Point Map -The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. - -![wdd-dashboard-items-geo-point-map](../../../../images/img125121.png) - -Topics in this section describe specific capabilities of the **Geo Point Map** dashboard item. -* [Providing Data](geo-point-map/providing-data.md) - - Describes how to supply the Geo Point Map with data. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md deleted file mode 100644 index 2b979b9c8f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118024 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Geo Point Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Geo Point Map dashboard item that is bound to data. - -![wdd-geo-point-bindings](../../../../../images/img126163.png) - -To bind the Geo Point Map dashboard item to data, click the placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describe the Geo Point Map's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Value** | Measure | Accepts values related to geographic points. These values are displayed within map callouts. | - -The Geo Point Map allows you to add supplementary content to the tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md deleted file mode 100644 index 5d4e056efa..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117933 ---- -# Interactivity -This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. - -## Master Filtering -You can use the **Geo Point** dashboard item as a filter for other dashboard items. - -The Geo Point Map dashboard item supports filtering by callout/bubble/pie. When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![wdd-geo-point-master-filtering](../../../../images/img125454.png) - -> [!NOTE] -> When you select a clustered bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -To enable **Master Filtering**, go to the Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-interactivity-section-without-drill-down](../../../../images/img125455.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md deleted file mode 100644 index 2abd2b4fee..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117932 ---- -# Labels -Geo Point maps provide the capability to display titles within map shapes and allow you to add supplementary content to the callout/bubble/pie tooltips. - -## Shape Titles -To manage map titles, use the **Shape Title Attribute** option of the Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -Here you can select the attribute whose values are displayed within corresponding map shapes. - -![wdd-geopoint-map-shape-title](../../../../images/img125459.png) - -## Tooltips -Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the **Tooltip Measures** and **Tooltip Dimensions** data sections. - -To add an additional information, click a placeholder contained in one of the available data sections and select the required measure/dimension in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -![wdd-geo-point-map-toltips](../../../../images/img125462.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md deleted file mode 100644 index 5a8db9ec43..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Map Navigation -author: Natalia Kazakova -legacyId: 117934 ---- -# Map Navigation -The Geo Point Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. - -You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-map-lock-navigation](../../../../images/img125404.png) - -To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../../images/img125402.png) icon) in the Geo Point Map's [caption](../../dashboard-layout/dashboard-item-caption.md). - -![wdd-geo-point-map-initial-state](../../../../images/img125453.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md deleted file mode 100644 index 0c4e7d142f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Map Types Overview -author: Natalia Kazakova -legacyId: 117940 ---- -# Map Types Overview -The Web Dashboard allows you to create **three types** of Geo Point maps. -* The [Geo Point Map](geo-point-map.md) dashboard item allows you to place callouts on the map using geographical coordinates. - - ![wdd-dashboard-items-geo-point-map](../../../../images/img125121.png) -* The [Bubble Map](bubble-map.md) dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. - - ![wdd-dashboard-items-bubble-map](../../../../images/img125115.png) -* The [Pie Map](pie-map.md) dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - - ![wdd-dashboard-items-pie-map](../../../../images/img125124.png) - -To create the required **Geo Point Map** dashboard item, use the **Maps** section in the Toolbox. - -![wdd-toolbox-maps-section](../../../../images/img125422.png) - -To learn how to provide maps for Geo Point Map dashboard items, see the [Providing Maps](providing-maps.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md deleted file mode 100644 index 0ffa22aed4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Pie Map -author: Natalia Kazakova -legacyId: 117936 ---- -# Pie Map -The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. - -![wdd-dashboard-items-pie-map](../../../../images/img125124.png) - -Topics in this section describe specific capabilities of the **Pie Map** dashboard item. -* [Providing Data](pie-map/providing-data.md) - - Describes how to supply the Pie Map with data. -* [Pie Options](pie-map/pie-options.md) - - Describes the specific options of the Pie Map dashboard item. -* [Coloring](pie-map/coloring.md) - - Describes the capability to manage coloring of the Pie Map. -* [Legends](pie-map/legends.md) - - Describes the available Pie Map legends and their options. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md deleted file mode 100644 index fed23b3b1d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 118030 ---- -# Coloring -Certain dashboard items provide the capability to color dashboard item elements by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see the [Coloring](../../../appearance-customization/coloring.md) section. - -The Pie Map dashboard item allows you to manage the coloring of segments corresponding to various dimension values/measures. For example, the image below illustrates the Pie Map dashboard item with a custom color palette. - -![wdd-pie-map-custom-palette](../../../../../images/img126758.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md deleted file mode 100644 index b3dd6bbaa6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Legends -author: Natalia Kazakova -legacyId: 118031 ---- -# Legends -The Pie Map provides two types of legends used to identify map objects - **color** and **weighted** legends. - -## Color Legend -The color legend helps you identify which colors correspond to specific argument values. - -![wdd-pie-map-color-legend](../../../../../images/img126752.png) - -To specify color legend settings, go to the **Color Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-geo-point-map-color-legend-options](../../../../../images/img125505.png) - -Here you can show or hide the color legend and change its position. - -## Weighted Legend -The weighted legend allows you to identify values corresponding to specific pie sizes. - -![wdd-maps-weighted-legend](../../../../../images/img125465.png) - -To specify weighted legend's settings, go to the **Weighted Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-geo-point-map-weighted-legend-options](../../../../../images/img125506.png) - -Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md deleted file mode 100644 index 6024188834..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Pie Options -author: Natalia Kazakova -legacyId: 118029 ---- -# Pie Options -The Pie Map dashboard item allows you to take into account the weight of the pies. In this case, the relative sizes of the pies depend on the corresponding summary values. - -![wdd-pie-map-weightened-pies](../../../../../images/img126753.png) - -To enable this capability, go to the **Common** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu and use the **Weighted Pies** option. - -![wdd-pie-map-weightened-pies-options](../../../../../images/img126754.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md deleted file mode 100644 index bf69437a8e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118027 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Pie Map** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pie Map dashboard item that is bound to data. - -![wdd-pie-map-bindings](../../../../../images/img126165.png) - -To bind the Pie Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). - -The tables below list and describe the Pie Map's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | -| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | -| **Values** | Measure | Accepts measures used to calculate pie values. | -| **Arguments** | Measure | Allows you to provide data for pie arguments. If you added a data item to the **Argument** section and several data items to the Values section, you can use the Values drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../../images/img20169.png) icon in the [dashboard item caption](../../../dashboard-layout/dashboard-item-caption.md). | - -The Pie Map allows you to add supplementary content to tooltips to provide additional data. - -| Section | Processed as | Description | -|---|---|---| -| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to tooltips. | -| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to tooltips. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md deleted file mode 100644 index 473ef277c6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Providing Maps -author: Natalia Kazakova -legacyId: 117939 ---- -# Providing Maps -This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. -* [Default Maps](#defaultmaps) -* [Custom Maps](#custommaps) - -## Default Maps -The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. -* **World Countries** - a map of the world -* **Europe** - a map of Europe -* **Asia** - a map of Asia -* **North America** - a map of North America -* **South America** - a map of South America -* **Africa** - a map of Africa -* **USA** - a map of the USA -* **Canada** - a map of Canada - -> [!NOTE] -> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. - -To select a required default map, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list located in the **Common** section. - -![wdd-geopoint-map-change-map](../../../../images/img125426.png) - -## Custom Maps -The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: -* **.shp file** - holds map shapes (points/lines/polygons) -* **.dbf file** - contains attributes for each shape. - -To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. - -![wdd-custom-shape-file](../../../../images/img127210.png) - -Finally, provide shape data using one of the following ways. -* Specify the path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. -* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. - -Note that custom maps created in the Cartesian coordinate system are not supported. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid.md deleted file mode 100644 index 926670ebbc..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Grid -author: Natalia Kazakova -legacyId: 117943 ---- -# Grid -The topics in this section describe the features available in the **Grid** dashboard item, and provide information on how to create and customize grids - -![wdd-dashboard-items-grid](../../../images/img125122.png) -* [Providing Data](grid/providing-data.md) - - Provides information about how to supply the Grid dashboard item with data. -* [Columns](grid/columns.md) - - Describes different types of grid columns. -* [Interactivity](grid/interactivity.md) - - Describes features that imply interaction between the Grid and other dashboard items. -* [Conditional Formatting](grid/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. -* [Totals](grid/totals.md) - - Describes totals that allow you to calculate summaries against values displayed within Grid columns. -* [Layout](grid/layout.md) - - Describes the Grid's layout options. -* [Column Filter](grid/column-filter.md) - - Describes how you can search data in the Grid item. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md deleted file mode 100644 index 397cc4549f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md +++ /dev/null @@ -1,38 +0,0 @@ -# Column Filter for a Grid Item on the Web - -Column filters allow users to search data in the Grid item. These filters do not affect data outside the Grid. - -## Filter Row -The **filter row** allows a user to filter data by individual column values. - -Open the grid's [Options](../../ui-elements/dashboard-surface.md) menu and go to the **Column Filter** section to get access to the filter row. When the filter row appears, a user can enter the condition in the text box to filter column values: - -![Web Dashboard - Enabled filter row (text box)](../../../../images/web-dashboard-filter-row-text-box.png) - -The filter row's cells can be of different types (for example, text boxes for string and numeric values, calendars for dates, and so on). - -## Update Totals - -A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. Open the grid's [Options](../../ui-elements/dashboard-menu.md) menu and go to the **Column Filter** section to get access to this setting. As a result, the Grid item recalculates totals depending on the applied column filters: - -![web-dashboard-filter-row-update-totals](../../../../images/web-dashboard-filter-row-update-totals.png) - -## Limitations - -### Filter Row Limitations -The following Grid [columns](columns.md) do not support the filter row: - -- Dimension (for Image display mode only) -- Measure (for Bar display mode only) -- Sparkline -- Delta - -A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. - -### Update Totals Limitations - -You cannot enable totals recalculation in OLAP data sources. - -### Other Limitations - -Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md deleted file mode 100644 index 2186199485..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117532 ---- -# Conditional Formatting -Use conditional formatting to highlight individual cells or rows based on specific conditions. You can apply format rules to the **dimension** and **measure** [column types](columns.md). You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![wdd-grid-conditional-formatting](../../../../images/img125791.png) - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. - - ![|Web Dashboard - Appearance Tab](../../../../images/wdd-cf-appearance-gallery126044.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../../../images/wdd-cf-icons-gallery126045.png) - - -## Grid-Specific Format Condition Settings - -The format rule's **Miscellaneous** section contains the following properties that are specific to the Grid item: - -![web-cf-grid-miscellaneous](../../../../images/web-cf-grid-miscellaneous.png) - - | Option | Description | - | -- | --| - | **Enabled** | Enables/disables the current format rule. | - | **Applied to Row** | Applies the current format rule to a row. | diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md deleted file mode 100644 index 2e0519245f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117991 ---- -# Interactivity -To enable interaction between the Grid and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the **Grid** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Grid dashboard item supports filtering by rows. - -When **Master Filtering** is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). - -![WebViewer_MasterFiltering](../../../../images/img22459.gif) - -To enable **Master Filtering**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The **Grid** dashboard item supports drill-down for rows.When drill-down is enabled, you can click a grid row to view the details. - -![wdd-grid-interactivity-drill-down](../../../../images/img125412.png) - -Drill-down requires that the Columns section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-grid-interactivity-several-dimensions](../../../../images/img125410.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md deleted file mode 100644 index 6ae84df289..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117993 ---- -# Layout -The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. - -To access the layout settings, use the **Layout** section in the Grid's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -The following settings are available. - -![wdd-grid-layout-options](../../../../images/img125283.png) -* **Horizontal Lines** - Specifies grid's horizontal line visibility. -* **Vertical Lines** - Specifies grid's vertical line visibility. -* **Banded Rows** - Specifies the different background for odd and even rows. -* **Column Headers** - Allows you to toggle column header visibility. -* **Word Wrap** - Displays cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. -* **Column Width Mode** - Specifies column widths of the entire Grid using one of the available modes. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md deleted file mode 100644 index b1e70b0d94..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117990 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Grid dashboard item that is bound to data. - -![wdd-grid-binding](../../../../images/img125397.png) - -To bind the Grid dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Grid's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Columns** | Dimension or Measure (depending on the selected column type) | Contains data items that provide values for grid columns. The data item menu allows you to select the [column type](columns.md) and specify their options. | -| **Sparkline** | Dimension | Contains a data item that provides arguments for sparkline columns. To learn more, see [Columns](columns.md). | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md deleted file mode 100644 index 8dec8c02d3..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Totals -author: Natalia Kazakova -legacyId: 117992 ---- -# Totals -The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and to show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. - -![wdd-grid-totals](../../../../images/img125280.png) -* [Totals Overview](#overview) -* [Create and Edit Totals](#create) - -## Totals Overview -You can use the following summary functions when creating totals. -* **Count** - The number of records. -* **Sum** - The sum of the values. - - ![func_sum](../../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../../images/img4457.png) -* **Auto** - - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. - - > [!NOTE] - > Note that the **Auto** type is not supported when the Grid is bound to the OLAP data source. - -You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. - -> [!IMPORTANT] -> Note that the **Auto** type is available only for the [measure](columns.md) column. - -## Create and Edit Totals -To create a total, open a [data item menu](../../ui-elements/data-item-menu.md) and go to the **Totals** section. Click "+" to add a new total. - -To change the total type, open the drop down list and select the required type. - -![wdd-grid-totals-change-total-type](../../../../images/img125281.png) - -You can delete the required total by clicking the **Delete** button (the ![wdd-icon-delete-big](../../../../images/img126104.png) icon). - -![wdd-grid-delete-totals](../../../../images/img125282.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images.md deleted file mode 100644 index 892b00b601..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Images -author: Natalia Kazakova -legacyId: 117930 ---- -# Images -The Image dashboard item is used to display static images within a dashboard. - -![wdd-dashboard-items-image](../../../images/img125123.png) - -You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. -* [Image Overview](images/image-overview.md) -* [Providing Images](images/providing-images.md) -* [Interactivity](images/interactivity.md) -* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md deleted file mode 100644 index 1b2c38d39d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Image Settings -author: Natalia Kazakova -legacyId: 117570 ---- -# Image Settings -This topic describes settings related to the representation of **Image** dashboard items. - -## Image Size Mode -You can specify the image size mode that defines how the image fits within the dashboard item. - -To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and select the required size mode from the list. - -![wdd-image-size-mode](../../../../images/img125755.png) - -The following modes are available. - -| Size Mode | Description | -|---|---| -| **Clip** | The image is clipped if it is larger than the Image dashboard item. | -| **Stretch** | The image within the Image dashboard item is stretched or shrunk to fit the size of the Image dashboard item. | -| **Squeeze** | If the dimensions of the Image dashboard item exceed those of the image it contains, the image is shown full-size. Otherwise, the image is resized to fit the dimensions of the Image dashboard item. | -| **Zoom** | The image is sized proportionally without clipping, so that it best fits the Image dashboard item. The closest fitting side of the image (either the height or the width) will be sized to fit the dashboard item, and the remaining side (height or width) will be sized proportionally, leaving empty space. | - -## Image Alignment -To specify how the image is aligned within the dashboard item, use the **Horizontal Alignment** and **Vertical Alignment** options in the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-image-alignment](../../../../images/img125756.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md deleted file mode 100644 index 15f5093669..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117569 ---- -# Interactivity -This document describes the features that enable interaction between the Bound Image and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -Data displayed in the Bound Image dashboard item can be filtered by other master filter items. The image below displays the Bound Image dashboard item filtered by [List Box](../filter-elements.md). - -![wdd-image-bound](../../../../images/img125706.png) - -You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button in the Bound Image's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pivot-interactivity](../../../../images/img125456.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md deleted file mode 100644 index ff5729d35d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Providing Images -author: Natalia Kazakova -legacyId: 117568 ---- -# Providing Images -This topic describes how to provide images for the **Image** and **Bound Image** dashboard items. - -## Provide a Static Image -To provide an image to the Image dashboard item, open the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the image path using **URL** option. - -![wdd-image-provide-image](../../../../images/img125751.png) - -The URL option saves the path to the image in the [dashboard definition](../../save-a-dashboard.md). - -## Provide a Set of Images -The **Bound Image** dashboard item provides the **Attribute** data section containing the corresponding placeholder. - -![wdd-image-bound-image-bindings](../../../../images/img125753.png) - -You can specify the binding mode for the Bound Image. Go to the Bound Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the **Binding Mode**. The following options are available. -* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. -* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. For instance, the URI pattern in the form below specifies the path to the folder containing the required images. - - ![wdd-image-bound-template-eud](../../../../images/img128884.png) - - _C:\Images\ProductDetailsImages\{0}.jpg_ - - Data source field values will be inserted to the position of the _{0}_ placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. - -> [!NOTE] -> Note that the **Bound Image** can display only a single image simultaneously. If Master Filtering is not applied to the Bound Image, it selects the displayed image in the following ways. -> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the image/binary data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. -> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies.md deleted file mode 100644 index eba4edf239..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pies -author: Natalia Kazakova -legacyId: 117944 ---- -# Pies -The Pie dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![wdd-dashboard-items-pies](../../../images/img125125.png) - -This section consists of the following subsections. -* [Providing Data](pies/providing-data.md) - - Describes how to supply the Pie dashboard item with data. -* [Interactivity](pies/interactivity.md) - - Describes features that enable interaction between the Pie dashboard item and other items. -* [Layout](pies/layout.md) - - Describes layout options of the Pie dashboard item. -* [Labels](pies/labels.md) - - Explains how to customize data labels and tooltips. -* [Style](pies/style.md) - - Describes how to select the style of pie charts. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md deleted file mode 100644 index 50964b224e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117529 ---- -# Interactivity -To enable interaction between the Pie and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -You can use the Pie dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **arguments**, **series** or **points**. -* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking a pie segment. - - ![Pies_FilteringByArguments_Web](../../../../images/img22485.png) -* When filtering **by series** is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Pies_FilteringBySeries_Web](../../../../images/img22486.png) -* When filtering **by points** is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. - - ![wdd-pies-master-filter-points](../../../../images/img125780.png) - -To configure filtering type, open the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. - -![wdd-chart-interactivity-set-points](../../../../images/img125061.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The drill-down capability allows you to change the detail level of data displayed in the Pie dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -The Pie supports drill-down on **argument** or **series** values. -* To drill down on **arguments**, click a pie segment to view a detail diagram for the corresponding argument value. - - ![Pies_DrillDownOnArguments_Web](../../../../images/img22487.png) - - Drill-down on arguments requires that the **Arguments** section contains several data items, from the least detailed to the most detailed item. - - ![wdd-pies-interactivity-arguments](../../../../images/img125781.png) -* When drill-down on **series** is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Pies_DrillDownOnSeries_Web](../../../../images/img22488.png) - - Drill-down on series requires that the **Series** section contains several data items, from the least detailed to the most detailed item. - - ![wdd-pies-interactivity-series](../../../../images/img125782.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To specify drill-down type, go to the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as the target dimension. - -![wdd-chart-interactivity-set-series](../../../../images/img125060.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md deleted file mode 100644 index 049e00b46b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117998 ---- -# Labels -Pies display **data labels** that contain descriptions for pie segments, and provide **tooltips** with additional information. - -![wdd-pie-labels](../../../../images/img125620.png) - -To configure data labels and tooltips, open the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. - -![wdd-pies-data-labels-options](../../../../images/img125618.png) ![wdd-pies-tooltips-options](../../../../images/img125619.png) - -Here you can set argument, value, percent or their combinations as data labels or tooltips. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md deleted file mode 100644 index 5f459dccd7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117996 ---- -# Layout -The Pie dashboard item allows you to specify the number of columns or rows in which pies are arranged. For example, the following image show pies arranged into 3 columns. - -![wdd-pie-content-arr-fixed-column.png](../../../../images/img125197.png) - -To control how cards are arranged, use the **Layout** section in the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pie-content-arrangement](../../../../images/img125199.png) - -The following modes are available. - -| Arrangement Mode | Description | -|---|---| -| **Auto** | Automatically resizes pies to fit within the dashboard item. | -| **Fixed Rows** | Allows you to arrange pies in a specific number of rows. | -| **Fixed Columns** | Allows you to specify the number of columns in which pies are arranged. | - -To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md deleted file mode 100644 index d1efdeb797..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117995 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pie dashboard item that is bound to data. - -![wdd-pies-bindings](../../../../images/img125650.png) - -To bind the Pie dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Pie's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | -| **Arguments** | Dimension | Contains data items that provide values used to label pie segments. | -| **Series** | Dimension | Contains data items whose values are used to label pie charts. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md deleted file mode 100644 index 4221232d74..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Style -author: Natalia Kazakova -legacyId: 117999 ---- -# Style -The Pie dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. - -![wdd-pie-style-pie](../../../../images/img125202.png)![wdd-pie-style-donut](../../../../images/img125201.png) - -To select the diagram style, go to the **Style** section of the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Pie** or **Donut** buttons. - -![wdd-pie-style-settings](../../../../images/img125200.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot.md deleted file mode 100644 index 1ab46a1a09..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 117947 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![wdd-dashboard-items-pivot](../../../images/img125126.png) - -This section consists of the following topics. -* [Providing Data](pivot/providing-data.md) - - Explains how to supply the Pivot dashboard item with data. -* [Interactivity](pivot/interactivity.md) - - Describes features that enable interaction between the Pivot and other dashboard items. -* [Conditional Formatting](pivot/conditional-formatting.md) - - Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. -* [Layout](pivot/layout.md) - - Describes layout options of the Pivot dashboard item. -* [Expanded State](pivot/expanded-state.md) - - Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md deleted file mode 100644 index ddb2ee416f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Conditional Formatting -author: Natalia Kazakova -legacyId: 117517 ---- -# Conditional Formatting -A Pivot dashboard item highlights cells with a certain color, depending on the cell's value. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. - -You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. - -![wdd-pivot-cf](../../../../images/img126057.png) - -## Supported Format Rules - -Format rules that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Icon Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Icon and Color Ranges** - * **Color Ranges** - * **Gradient Ranges** - * **Bar** - * **Bar Color Ranges** - * **Bar Gradient Ranges** - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Appearance Settings - -You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: - -* **Appearance** - - You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. - - ![|Web Dashboard - Appearance Tab](../../../../images/wdd-cf-appearance-gallery126044.png) - -* **Icons** - - You can select an predefined icon from the **Icon** tab. - - ![Web Dashboard - Icons Tab](../../../../images/wdd-cf-icons-gallery126045.png) - -## Pivot-Specific Format Condition Settings - -Appearance settings are applied to data cells that correspond to a row/column intersection. You can set a new intersection of the row and column or use predefined settings. - -Note the following specifics: - -1. The dashboard does not calculate format rules in a pivot item for percentage values at multiple levels. In this case, the "All Levels" intersection mode is not available. -2. If you create a new format rule for a dimension from the Columns/Rows section, the corresponding format condition dialog does not contain any Pivot-specific settings. - -The format rule's **Miscellaneous** section contains pivot-specific options: - -![](../../../../images/web-cf-pivot-miscellaneous.png) - -| Option | Description | -| --|--| -| **Enabled** | Enables/disables the current format rule. | -| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | -| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| -| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. - -A Pivot item allows you to specify the field intersection to which a format rule is applied. - -| Intersection Level Mode| Description | -| --|--| -| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | -| _First Level_ |The first level values are used to apply conditional formatting. | -| _Last Level_ | The last level values are used to apply conditional formatting. | -| _All Levels_ | All pivot data cells are used to apply conditional formatting. | -| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | - -For example, the Pivot item has three fields in the column area (_Year_, _Category_, and _Product_) and one field in the row area (_State_): - -![intersection_levels](../../../../images/intersection_levels.png) - -The image below displays different intersection levels with the applied format rule: - -![pivot_applied_levels](../../../../images/pivot_applied_levels.png) - -To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md deleted file mode 100644 index 785d0b98df..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Expanded State -author: Natalia Kazakova -legacyId: 118827 ---- -# Expanded State -If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. - -![wdd-pivot-expand-collapse.png](../../../../images/img125647.png) - -You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the following options from **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Initial State**: -* **Auto Expanded Column Groups** - Specifies whether column groups should be collapsed or expanded by default; -* **Auto Expanded Row Groups** - Specifies whether row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md deleted file mode 100644 index 661e9acf04..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117548 ---- -# Interactivity -To enable interaction between the Pivot and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. - -## Master Filtering -Data displayed in the Pivot dashboard item can be filtered by other master filter items. The image below displays the Pivot dashboard item filtered by [Tree View](../filter-elements.md). - -![wdd-pivot-interactivity](../../../../images/img125754.png) - -You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button in the Pivot's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-pivot-interactivity](../../../../images/img125456.png) - -To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md deleted file mode 100644 index bcf78fafed..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 117550 ---- -# Layout -This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. -* [Layout Type](#layouttype) -* [Totals Visibility](#totalsvisibility) -* [Totals Position](#totalsposition) -* [Values Visibility](#valuesvisibility) -* [Values Position](#valuesposition) - -## Layout Type -If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. - -| Layout type | Example | Description | -|---|---|---| -| **Compact** | ![WebPivot_LayoutCompact](../../../../images/img127806.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are displayed at the top of a group, and you cannot change [totals position](#totalsposition). | -| **Tabular** | ![WebPivot_LayoutTabular](../../../../images/img127807.png) | Displays values from different Row dimensions in separate columns. | - -To change the Pivot layout, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Layout** option. - -## Totals Visibility -You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. - -![WebPivot_DisableRowTotals_Example](../../../../images/img127808.png) - -To manage the visibility of totals and grand totals, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: -* **Row Totals** / **Row Grand Totals** -* **Column Totals** / **Column Grand Totals** - -Moreover, you can control the visibility of totals for individual dimensions/measures. To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required data item and use its **Options** | **Show Totals** option. - -## Totals Position -If necessary, you can change the position of totals/grand totals for the Pivot dashboard item. For instance, in the Image below the Pivot dashboard item whose row totals are moved from bottom to top. - -![WebPivot_RowTotals_Bottom_Top](../../../../images/img127809.png) - -To manage totals position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: -* **Row Totals Position** -* **Column Totals Position** - -## Values Visibility -The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section. In this case, you can hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. - -![WebPivot_ValuesVisibility](../../../../images/img127811.png) - -To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required measure and use its **Options** | **Show Values** option. - -## Values Position -The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or in rows. - -![WebPivot_ValuesPosition](../../../../images/img127810.png) - -To manage this position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Values Position** option. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md deleted file mode 100644 index e08d1ca4fc..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118010 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Pivot dashboard item that is bound to data. - -![wdd-pivot-bindings](../../../../images/img125646.png) - -To bind the Pivot dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Pivot's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items used to calculate values displayed in the pivot table. | -| **Columns** | Dimension | Contains data items whose values are used to label columns. | -| **Rows** | Dimension | Contains data items whose values are used to label rows. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md deleted file mode 100644 index 84fe0fd3d3..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 117931 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![wdd-dashboard-items-range-filter](../../../images/img125127.png) - -This section consists of the following subsections. -* [Providing Data](range-filter/providing-data.md) - - Explains how to supply the Range Filter dashboard item with data. -* [Series](range-filter/series.md) - - Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. -* [Interactivity](range-filter/interactivity.md) - - Describes features that enable interaction between the Range Filter and other dashboard items. -* [Predefined Periods](range-filter/predefined-periods.md) - - Describes how to set predefined date-time periods that can be used to perform a selection. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md deleted file mode 100644 index eb74aa09a4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117557 ---- -# Interactivity -This document describes the features that enable interaction between the Range Filter and other dashboard items. These features include Master Filtering. - -## Master Filtering -The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items. - -**Master filtering** is always enabled for the Range Filter dashboard item. The Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. - -![wdd-dashboard-items-range-filter](../../../../images/img125127.png) - -The Range Filter supports the **Ignore Master Filters** and **Cross Data Source Filtering** options. To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -## Predefined Periods -The Range Filter dashboard item allows you to add a number of _predefined date-time periods_ that can be used to perform a selection. - -![wdd-range-filter-select-custom-period](../../../../images/img125361.png) - -To learn more about predefined periods, see [Predefined Periods](predefined-periods.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md deleted file mode 100644 index 09d16a393b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117553 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Range Filter dashboard item that is bound to data. - -![wdd-range-filter-bindings](../../../../images/img125355.png) - -To bind the Range Filter dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Range Filter's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. | -| **Arguments** | Dimension | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the **Custom Periods** section in the **Options** menu allows you to create [predefined ranges](predefined-periods.md) used to select the required date-time interval. | -| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md deleted file mode 100644 index 90db67c9a6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Series -author: Natalia Kazakova -legacyId: 117555 ---- -# Series -The Range Filter dashboard item supports various **Line**, **Area** and **Bar** series types. - -To switch between series types, click the data item located in the **Values** section and select the required type from the **Type** section of the [data item menu](../../ui-elements/data-item-menu.md). To show all available types, click the ellipsis button. - -![wdd-range-filter-change-series-type](../../../../images/img125356.png) - -The Range Filter supports the following series types. -* Line -* Stacked Line -* Full-Stacked Line -* Area -* Stacked Area -* Full-Stacked Area -* Bar -* Stacked Bar -* Full-Stacked Bar \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md deleted file mode 100644 index 6092e02835..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Scatter Chart -author: Natalia Kazakova -legacyId: 117942 ---- -# Scatter Chart -The topics in this section describe the features available in the **Scatter Chart** dashboard item, and explain how to create and customize scatter charts in the Web Dashboard. - -![wdd-dashboard-items-scatter-chart](../../../images/img125128.png) - -This section is divided into the following subsections. -* [Providing Data](scatter-chart/providing-data.md) - - Explains how to supply the Scatter Chart dashboard item with data. -* [Interactivity](scatter-chart/interactivity.md) - - Describes features that enable interaction between the Scatter Chart and other dashboard items. -* [Legend](scatter-chart/legend.md) - - Describes the chart legend and its options. -* [Axes](scatter-chart/axes.md) - - Describes how to customize settings related to chart axes. -* [Orientation](scatter-chart/orientation.md) - - Describes how to toggle the chart's orientation. -* [Labels](scatter-chart/labels.md) - - Describes point labels and tooltips that contain descriptions of data points. -* [Conditional Formatting](scatter-chart/conditional-formatting.md) - - Describes the format condition settings. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md deleted file mode 100644 index 776daa1ab7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Axes -author: Natalia Kazakova -legacyId: 117986 ---- -# Axes -Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. - -To access X and Y-axis settings, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** or **Axis Y** section. - -Here you can configure the visibility of axes, their title and grid lines, reverse the axes, etc. - -The following options are available. - -![wdd-scatter-chart-axis-options](../../../../images/img125602.png) - -| Options | Description | -|---|---| -| **Always show zero level** | Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. Note that the **Axis X** section does not contain the **Always show zero level** option. | -| **Reverse** | Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. | -| **Grid Lines** | Allows you to hide and show grid lines for the axis. | -| **Visible** | Allows you to hide and show the axis. | -| **Title** | Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string using the **Title Text** option. | -| **Logarithmic scale** | Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md deleted file mode 100644 index 3d733b0ce5..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Conditional Formatting -author: Margarita Zakhodyaeva ---- -# Conditional Formatting - -Use conditional formatting to highlight points in a Scatter Chart dashboard item. - -![web-cf-scatter-chart-main](../../../../images/web-cf-scatter-chart-main.png) - -## Supported Format Rules - -You can use the following data in rule calculations: - -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **X and Y axis** sections -- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Weight** section -- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments** section -- hidden measures - -Format conditions that can be applied to different data item types are as follows: -* numeric - * **Value** - * **Top-Bottom** - * **Average** - * **Expression** - * **Color Ranges** - * **Gradient Ranges** -* string - * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) - * **Expression** -* date-time - * **Value** - * **A Date Occurring** (for dimensions with a continuous date-time group interval) - * **Expression** - * **Color Ranges** - * **Gradient Ranges** - - -Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Create and Edit a Format Rule - -You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: - -* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu - -* The [data item menu](../../ui-elements/data-item-menu.md) - -Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). - -## Format Condition Settings Specific to Scatter Charts - -Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. - -The image below displays the **Value** rule settings. The condition colors bubbles if their weight exceeds 200. - -![web-scatter-chart-cf-appearance-settings-dialog](../../../../images/web-scatter-chart-cf-appearance-settings-dialog.png) - -You can apply one of the predefined colors or set a custom color for this condition. - -Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Scatter Chart item displays information about the applied rule in the legend. - -The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: - -![web-scatter-chart-conditional-formatting](../../../../images/web-scatter-chart-conditional-formatting.png) - -For Range format rules, the legend display text is generated automatically and depends on the range intervals: - -![web-scatter-chart-with-range-rule](../../../../images/web-scatter-chart-with-range-rule.png) - -## Coloring - -A Scatter Chart item paints elements in pale gray if they don't meet the applied format condition. Note that this doesn't apply to elements that are painted by different hues. - -Enable coloring for arguments to restore the color scheme: - -![web-scatter-chart-color-by-hue](../../../../images/web-scatter-chart-color-by-hue.png) - -> [!Tip] -> **Documentation:** -> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md deleted file mode 100644 index 2653995f4a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 117984 ---- -# Interactivity -To enable interaction between the Scatter Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. - -When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). - -![wdd-grid-interactivity-master-filtering](../../../../images/img125268.png) - -To enable **Master Filtering**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The Drill-Down feature allows you to change the detail level of data displayed in dashboard items. To learn more about concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, you can click a point to view the details (or double-click a point in case of enabled Master Filtering). - -![wdd-grid-interactivity-drill-down](../../../../images/img125267.png) - -Drill-down requires that the **Arguments** section contains several dimensions, from the least to the most detailed dimension. - -![wdd-scatter-chart-arguments-section](../../../../images/img125269.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md deleted file mode 100644 index ca590b560a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 117988 ---- -# Labels -The Scatter Chart can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. - -![wdd-scatter-chart-point-label](../../../../images/img125604.png) - -To manage the visibility of point labels, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. Then, turn the **Show Point Labels** option on. - -Here you can specify the type of content displayed within point labels, configure label overlap mode and set the orientation of point labels. - -The following options are available. - -![wdd-scatter-chart-labels-option](../../../../images/img125607.png) - -| Options | Description | -|---|---| -| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | -| **Content** | Specifies the type of content displayed within point labels. You can select _Value_, _Argument_, _Series Name_ or _Argument and Value_ options. | -| **Overlapping Mode** | Specifies the label overlap mode. You can hide overlapping labels or disable a resolving algorithm. | -| **Orientation** | Specifies the orientation of point labels. You can set a default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | -| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md deleted file mode 100644 index 08e69cfbab..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Legend -author: Natalia Kazakova -legacyId: 117985 ---- -# Legend -A legend is an element of a scatter chart that identifies chart points (for instance, colored points corresponding to argument values). - -![wdd-scatter-chart-legend](../../../../images/img125606.png) - -To customize legend options, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. - -![wdd-scatter-chart-legend-options](../../../../images/img125601.png) - -The following settings are available. - -| Setting | Description | -|---|---| -| **Show Legend** | Specifies whether or not to show a legend. | -| **Inside Diagram** | Locates a legend inside or outside the Scatter Chart. | -| **Position** | Sets a legend position and orientation. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md deleted file mode 100644 index a61dd90ff4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Orientation -author: Natalia Kazakova -legacyId: 117987 ---- -# Orientation -You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. - -To rotate a Scatter Chart in the Web Dashboard, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. - -![wdd-scatter-chart-rotate](../../../../images/img125603.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md deleted file mode 100644 index 6f0b50f7b5..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 117983 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Scatter Chart dashboard item that is bound to data. - -![wdd-scatter-chart-bindings](../../../../images/img125600.png) - -To bind the Scatter Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Scatter Chart's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **X-Axis** | Measure | Contains the data item against which the X-coordinates of data points are calculated. | -| **Y-Axis** | Measure | Contains the data item against which the Y-coordinates of data points are calculated. | -| **Weight** | Measure | Contains the data item whose values are used to calculate the weight of data points. | -| **Arguments** | Dimension | Contains data items that provide scatter chart arguments used to create data points. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md deleted file mode 100644 index 3b3bb6b288..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Tab Container -author: Natalia Kazakova -legacyId: 400300 ---- -# Tab Container - -Like the [Dashboard Item Group](dashboard-item-group.md), the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. For example, you can place common filter elements on a separate tab page to display only data dashboard items. - -![](../../../images/wdd-dashboard-item-tab-container.png) - -- [Create a Tab Container](#create-a-tab-container) -- [Interactivity](#interactivity) - -## Create a Tab Container -To create a tab container, use the **Tab Container** button (the ![Insert Tab Container](../../../images/wdd-toolbox-insert-tab-container.png) icon) in the [Toolbox](../ui-elements/toolbox.md). The created tab container always contains one empty tab page (_Page 1_). - -![](../../../images/wdd-tab-container-empty-page.png) - -Click the **Add page** button (the ![](../../../images/wdd-tab-container-add-page-button.png) icon) to add a new page to the tab container. - -A tab page can contain [dashboard items](../dashboard-item-settings.md) and [dashboard item groups](dashboard-item-group.md). You can add them to a tab page using one of the following ways: - -* Create a new item using the buttons inside the empty tab page. -* Drag a new item from the [Toolbox](../ui-elements/toolbox.md) and drop it to the tab page. -* Use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to move existing items to the tab page. - -> [!NOTE] -> Tab containers cannot be added to another tab container. - -## Interactivity - -The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. - -The image below shows a tab page's default interactivity settings: - -![](../../../images/wdd-tabContainer-interactivity.png) - -The **Master Filter** button controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. By default, this option is enabled: master filter items in the page can filter any dashboard items. - -The **Ignore Master Filters** button allows you to isolate dashboard items contained within the tab page from external master filter items. By default, this option is disabled: external master filter items can filter the dashboard items contained within the tab page. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/text-box.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/text-box.md deleted file mode 100644 index 97d2079adc..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/text-box.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 117929 ---- -# Text Box -The Text Box dashboard item is used to display rich text within a dashboard. - -![wdd-text-box-rtf-example](../../../images/img125853.png) - -You can provide text by uploading file in the RTF format. - -To do this, go to the Text Box's [Options](../ui-elements/dashboard-item-menu.md) menu and click the ellipsis button in the **Text** field. - -![wdd-textbox-add-rtf-file](../../../images/img125845.png) - -This invokes the Open dialog, which allows you to locate the RTF file. - -> [!Note] -> The loaded RTF file's content in the Text Box can differ from the original RTF file's layout because of RTF to HTML conversion limitations and browser specifics. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap.md deleted file mode 100644 index c22cf4cf6e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Treemap -author: Natalia Kazakova -legacyId: 117928 ---- -# Treemap -The **Treemap** dashboard item allows you to visualize data in nested rectangles that are called _tiles_. - -![wdd-treemap-grouped](../../../images/img125970.png) - -This section consists of the following topics. -* [Providing Data](treemap/providing-data.md) - - Provides information on how to supply the Treemap dashboard item with data. -* [Interactivity](treemap/interactivity.md) - - Describes features that enable interaction between the Treemap and other dashboard items. -* [Layout](treemap/layout.md) - - Describes layout options of the Card dashboard item. -* [Grouping](treemap/grouping.md) - - Describes how to group Treemap tiles intro groups. -* [Coloring](treemap/coloring.md) - - Provides information about coloring. -* [Labels](treemap/labels.md) - - Provides information about labels and tooltips that contain descriptions of tiles. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md deleted file mode 100644 index 51b4595f94..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Coloring -author: Natalia Kazakova -legacyId: 118040 ---- -# Coloring -Treemap provides the capability to color its tiles by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see [Coloring](../../appearance-customization/coloring.md). - -By default, the Treemap dashboard item colors its tiles in the following way. -* If the Treemap contains only measures (the _Values_ section), values corresponding to different measures are colored by different hues. -* If the Treemap contains arguments (the _Arguments_ section), values corresponding to the first argument are colored by different hues. - -If necessary, you can change the default behavior. For example, the image below shows the Treemap dashboard item whose measures and argument values are painted with the same color. - -![wdd-treemap-same-color](../../../../images/img125995.png) - -To change the default coloring behavior, go to the **Coloring** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. - -![wdd-treemap-coloring-options](../../../../images/img125996.png) - -> [!NOTE] -> You can change the default palette used to color Treemap tiles. For this, go to the **Color Scheme** section of the Treemap's **Options** menu. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md deleted file mode 100644 index c54995ca34..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 118039 ---- -# Grouping -If you use several arguments in the Treemap, you can group tiles corresponding to child values by parent values. For example, the following Treemap dashboard item displays combinations of categories and sub-categories. - -![wdd-treemap-ungroupped](../../../../images/img125968.png) - -To group sub-categories inside corresponding categories, click the _Product Category_ data item and go to the **Tile Options** section of the [data item menu](../../ui-elements/data-item-menu.md). There, toggle the **Group Tiles** option on. - -![wdd-treemap-group-tiles-option](../../../../images/img125967.png) - -Product tiles will be grouped into category groups. - -![wdd-treemap-grouped](../../../../images/img125970.png) - -> [!NOTE] -> Note that grouping is unavailable for the bottommost level. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md deleted file mode 100644 index 198dba5694..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 118037 ---- -# Interactivity -To enable interaction between the Treemap and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. -* [Master Filtering](#masterfiltering) -* [Drill-Down](#drilldown) - -## Master-Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. - -The Treemap dashboard item supports filtering by tiles/[groups](grouping.md). - -When **Master Filtering** is enabled, you can click a tile or group caption (or multiple tiles/groups) to make other dashboard items only display data related to the selected tile/group(s). - -![wdd-treemap-interactivity](../../../../images/img125959.png) - -> [!NOTE] -> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. - -To enable **Master Filtering**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. - -![wdd-treemap-enable-interactivity](../../../../images/img125960.png) - -To reset multiple filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../../images/img125072.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). - -## Drill-Down -The built-in drill-down capability allows end-users to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. - -When drill-down is enabled, an end-user can click a tile to view the details. - -![wdd-treemap-drill-down](../../../../images/img127986.png) - -Drill-down requires that the **Arguments** section contains several dimensions at the top, from the least detailed to the most detailed dimension. - -![wdd-drill-down-arguments](../../../../images/img127984.png) - -> [!NOTE] -> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. - -To enable **Drill-Down**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. - -![wdd-dashboard-items-interactivity-section](../../../../images/img125270.png) - -To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../../images/img125074.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). - -> [!NOTE] -> [Grouping](grouping.md) is not in effect when drill-down is enabled. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md deleted file mode 100644 index e9ffb1cb65..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Labels -author: Natalia Kazakova -legacyId: 118041 ---- -# Labels -The Treemap displays labels that contain descriptions for tiles and groups, and provide tooltips with additional information. - -![wdd-treemap-labels](../../../../images/img125998.png) - -You can specify which information should be displayed within tile and group labels separately. To do this, go to the **Labels** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. Here you can specify a type of the following elements. -* Tile labels -* Tile tooltips -* Group labels -* Group tooltips - -The available types are similar for all elements. You can set one of these types. - -![wdd-treemap-labels-option](../../../../images/img125997.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md deleted file mode 100644 index a2c98ac8bb..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Layout -author: Natalia Kazakova -legacyId: 118038 ---- -# Layout -This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Web Dashboard, go to the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Layout** section. - -![wdd-treemap-layout-options](../../../../images/img125963.png) - -## Layout Algorithm -To change a layout algorithm, select the required direction in the Layout Algorithm list. The following algorithms are available. -* The **Slice and Dice** algorithm divides the space between items, slicing it in the specified direction depending on item value. - - ![wdd-treemap-slice-and-dice](../../../../images/img125964.png) -* The **Squarified** algorithm arranges tiles so that their width/height ratio will be closer to 1. - - ![wdd-treemap-squarified](../../../../images/img125965.png) -* The **Striped** algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. - - ![wdd-treemap-stripped](../../../../images/img125966.png) - -## Layout Direction -You can also set a layout direction to specify an arrangement of tiles depending on their sizes. The Treemap arranges tiles in descending order from maximum to minimum values. To do this, select the required direction in the **Layout Direction** list. -* **Bottom Left - Top Right** arranges tiles from the bottom-left to the top-right corner. -* **Bottom Right - Top Left** arranges tiles from the bottom-right to the top-left corner. -* **Top Left - Bottom Right** arranges tiles from the top-left to the bottom-right corner. -* **Top Right - Bottom Left** arranges tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md deleted file mode 100644 index abf5b96a43..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Providing Data -author: Natalia Kazakova -legacyId: 118036 ---- -# Providing Data -The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. - -The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Treemap** dashboard item to data. - -## Binding to Data in the Web Dashboard -The image below shows a sample Treemap dashboard item that is bound to data. - -![wdd-treemap-bindings](../../../../images/img125955.png) - -To bind the Treemap dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). - -The table below lists and describes the Treemap's data sections. - -| Section | Processed as | Description | -|---|---|---| -| **Values** | Measure | Contains data items that provide numeric data. You can fill several data item containers in the Values section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the [dashboard item caption](../../dashboard-layout/dashboard-item-caption.md). | -| **Arguments** | Dimension | Contains data items that provide discrete categorical data. If the Arguments section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout.md deleted file mode 100644 index 67e69daf1d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 117952 ---- -# Dashboard Layout - -This section describes the features related to the dashboard layout. - -## Dashboard Width and Height - -The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space horizontally and vertically. You can adjust layout options and specify exact content width and height. - -![|web-dashboard-stretched-layout](../../images/web-dashboard-stretched-layout.png) - -As an alternative, you can set content size in pixels. If the width or height is too large, the Dashboard control displays a scrollbar. - -![|Web Dashboard Scrollable Layout](../../images/web-dashboard-scrollable-layout.gif) - - -Specify the following options in the [Designer Toolbar](ui-elements/designer-toolbar.md): - -* _Auto_ - - The height or width of a dashboard surface fits to content. -* _Fixed_ - - The height or width of a dashboard surface is set in pixels. - -## Dashboard Title -The Dashboard Title is at the top of the [dashboard surface](ui-elements/dashboard-surface.md) and can contain static text, svg images, and command buttons. These elements are called toolbar items: - -![wdd-dashboard-title](../../images/img126004.png) - -Refer to the following article for details: [Dashboard Title](dashboard-layout/dashboard-title.md). -## Dashboard Items Layout -The dashboard arranges dashboard items and groups using layout items and layout groups. They are containers that display a dashboard layout as a hierarchical structure. - -![DashboardLayoutHierarchy](../../images/img25963.png) - -See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). -## Dashboard Item Caption - -Each dashboard item has a caption that is displayed at the top of this item. The caption can contain static text, svg images, and command buttons. These elements are called toolbar items: - -![wdd-dashboard-item-caption](../../images/img126135.png) - -See the following article for more information: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). - - diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md deleted file mode 100644 index 19fd92979a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Dashboard Item Caption -author: Natalia Kazakova -legacyId: 117727 ---- -# Dashboard Item Caption - -Each dashboard item has a caption that is displayed at the top of this item. The caption contains static text and other information, as well as command buttons. - -![wdd-dashboard-item-caption](../../../images/img126135.png) - -You can control the dashboard item caption's visibility. - -* When the caption is **on**, it is always displayed at the top of the dashboard item. Some command buttons are displayed when you hover the mouse pointer over them. -* When the caption is **off**, it is not visible by default. Some command buttons are displayed in a floating panel when you hover the mouse pointer over them. On touch-based devices, you need to do extra click to show the caption elements when the caption is hidden. - -To show or hide the caption of a dashboard item, go to the dashboard item **Options** menu and use the **Show Caption** option. - -![wdd-di-caption-options](../../../images/img126136.png) - -> [!NOTE] -> The [Range Filter](../dashboard-item-settings/range-filter.md) dashboard item's caption is not visible by default. - -The dashboard item caption consists of the following elements: - -* A **static item** is visible only if the caption is enabled (for example, the item caption, the data reducing icon). -* An **action item** is displayed only when the mouse pointer hovers over the dashboard item caption (for instance, the _Export To_ and _Values_ buttons). -* A **state item** is displayed only in specific dashboards states (for example, the _Drill Up_ and _Clear Master Filter_ buttons). -* A **navigation item** allows you to navigate through different dashboard screens (for example, _Dashboards_ and _Back_ buttons in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md)). - -The table below lists the information and buttons that can be displayed in the dashboard item caption. - -| Icon / Text | Item | Description | -|---|---|---| -| ![](../../../images/web-item-caption-data-reducing.png) | **Data Reducing** icon | **Static**. Shows that visible data is limited. | -| Text | **Drill-Down Text** | **Static**.Shows a value or values from the current drill-down hierarchy. See [Drill-Down](../interactivity/drill-down.md) for more details. | -| Text | **Caption Text** | **Static**. Shows a static text in the caption. | -| ![](../../../images/web-item-caption-maximize.png) | **Maximize** button | **Action**. Expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. | -| ![](../../../images/web-item-caption-restore.png) | **Restore** button | **Action**. Restores the expanded item to its initial state. | -| ![](../../../images/web-item-caption-export.png) | **Export to** button | **Action**. Invokes the export menu for a dashboard item. To learn how to export individual dashboard items, see [Exporting](../exporting.md). | -| ![](../../../images/web-item-caption-values.png) | **Values** button | **Action**. Invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Providing Data** topic for the corresponding [dashboard item](../dashboard-item-settings.md). | -| ![](../../../images/web-item-caption-multi-select.png) | **Multi-Select** button | **Action**. Allows you to filter data by selecting multiple elements in dashboard items. | -| ![](../../../images/web-item-caption-select-date-time-period.png) | **Select Date Time Period** menu / button | **Action**. Allows you to select date-time periods for the Range Filter. | -| ![](../../../images/web-item-caption-filters.png) | **Filters** button | **Action**. Displays filters affecting the current dashboard item or entire dashboard. This button is only available in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md). | -| ![](../../../images/web-item-caption-clear-master-filter.png) | **Clear Master Filter** button | **State**. Allows you to reset filtering when a dashboard item acts as the Master Filter. To learn more, see Master Filtering. | -| ![](../../../images/web-item-caption-drill-up.png) | **Drill Up** button | **State**. Allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. | -| ![](../../../images/web-item-caption-clear-selection.png) | **Clear Selection** button | **State**. Allows you to clear the selection inside an item. | -| ![](../../../images/web-item-caption-initial-extent.png) | **Initial Extent** button | **State**. Restores the default size and position of the Map dashboard items. | -| Dashboards | **Dashboards** button | **Navigation**. Displays a list of available dashboards. | -| ![](../../../images/web-item-caption-back-button.png) | **Back** button | **Navigation**. Returns to the dashboard items list. | diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md deleted file mode 100644 index 85a66b1a5a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Dashboard Items Layout -author: Natalia Kazakova -legacyId: 117728 ---- -# Dashboard Items Layout -The **Web Dashboard** provides the capability to arrange and resize dashboard items and groups using simple drag-and-drop operations. - -## Layout Concepts -The dashboard arranges dashboard items and groups using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. -* A **layout item** is used as a container that displays an individual dashboard item. -* A **layout group** is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display dashboard item groups. - -Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. - -![DashboardLayoutHierarchy](../../../images/img25963.png) - -## Item Resizing -You can resize individual items/groups of items by dragging their edges. For this, follow the steps below. -1. In the area allowing you to resize items, cursor types will be changed to **column resize** / **row resize**. - - ![wdd-di-resize1](../../../images/img126142.png) -2. Left-click and drag the cursor until you get the expected sizes and release the left mouse button. - - ![wdd-di-resize2](../../../images/img126143.png) -3. The dashboard items change their sizes. - - ![wdd-di-resize3](../../../images/img126144.png) - -## Maximize and Restore Item -You can expand any dashboard item to fit the dashboard to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. - -1. Click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md) to maximize a dashboard item. - - ![](../../../images/wdd-maximize-dashboard-item.png) - -2. Click **Restore** to restore the item's size. - - ![](../../../images/wdd-restore-dashboard-item.png) - -## Item Positioning -You can change the position of a dashboard item by using drag-and-drop and the dashboard item's [Move](../ui-elements/dashboard-item-menu.md) button. - -Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. - -The following steps illustrates how a dashboard item is dragged. -1. Select a dashboard item and hover the [Move](../ui-elements/dashboard-item-menu.md) button. - - ![wdd-move-dashboard-item](../../../images/img126139.png) -2. Drag the dashboard item to the expected area and release the left mouse button when the drop indicator displays the required area. - - ![wdd-move-dashboard-item2](../../../images/img126140.png) -3. The dashboard item is moved to a new position. - - ![wdd-di-new-position](../../../images/img126141.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md b/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md deleted file mode 100644 index 906d499557..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Dashboard Title -author: Natalia Kazakova -legacyId: 117712 ---- -# Dashboard Title -The **Dashboard Title** is located at the top of the [dashboard surface](../ui-elements/dashboard-surface.md) and can contain text and image content. - -![wdd-dashboard-title](../../../images/img126004.png) - -To change title settings, invoke the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Title** page. - -![wdd-title-page](../../../images/img126668.png) - -Here you can specify the following options. -* **Text** - Specifies the dashboard title text. -* **Visible** - Specifies whether or not the dashboard title is visible. -* **Alignment** - Specifies the alignment of the dashboard title. -* **Include Master Filter** - Specifies whether or not to show the state of master filter items in the dashboard title. - - When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. - - ![wdd-title-master-filter](../../../images/img126020.png) -* **Image** - Allows you to specify the image displayed within the dashboard title. The dashboard definition will contain an image as a byte array. - -The dashboard title can contain the following command buttons. -* **Export To** - Allows you to export the entire dashboard. To learn more about exporting, see [Exporting](../exporting.md). -* **Parameters** - Allows you to modify dashboard parameter values. To learn more about parameters, see [Parameters](../data-analysis/dashboard-parameters.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md deleted file mode 100644 index cfeb3bdf26..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md +++ /dev/null @@ -1,94 +0,0 @@ ---- -title: Cascading Parameters -author: Polina Tyureva ---- -# Cascading Parameters - -Create cascading parameters to filter a list of predefined parameter values based on values of another parameter. The following image illustrates cascading parameters where **Products** parameter values are filtered by the selected **Category**: - -![Dashboard for Web - Cascading Parameters](../../../../images/cascading-parameters-web.gif) - -In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#look-up-settings) settings. - -## Create Cascading Parameters - -The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. - -In this tutorial, you will create two dashboard parameters: -* The **categoryDashParam** parameter filters the *Products* query. The *Products* query is a data source for the **productsDashParam** parameter. -* The **productsDashParam** parameter filters the *OrderReports* query. - -The steps below create cascading parameters in the Web Dashboard: - -1. [Create a dashboard parameter](creating-parameters.md) called **categoryDashParam** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* field as a value member. - - The parameter settings may look as follows: - - ![|Dashboard for Web - Create Dashboard Parameter](../../../../images/web-category-parameter-cascading.png) - -2. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *Products* query. - - To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md). - - ![Dashboard for Web - Filter Query](../../../../images/filter-sql-query.png) - - Click **Run Query Builder** in the opened window. - - In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section: - - ![Dashboard for Web - Filter Query](../../../../images/web-filter-properties.png) - - - In the [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **categoryQueryParam**: - - ![Dashboard for Web - Filter Query](../../../../images/web-category-parameter-filter-cascading.png) - - The resulting filter looks as follows: - - ``` - [Products.CategoryID] = ?categoryQueryParam - ``` - -3. [Bind](creating-parameters.md#look-up-settings) the **categoryQueryParam** query parameter to the **categoryDashParam** dashboard parameter. - - To do this, in the **Parameters** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. - - The query parameter settings look as follows: - - ![Dashboard for Web - Query Parameter Settings](../../../../images/web-category-query-parameter-setting.png) - - -4. Create a dashboard parameter called **productsDashParam** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* field as a value member. - - The parameter settings may look as follows: - - ![|Dashboard for Web - Create Dashboard Parameter](../../../../images/web-products-parameter-cascading.png) - - -5. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *OrderReports* query. - - To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md), then click **Run Query Builder**. In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section. - - In the [Filter Editor](../../ui-elements/dialogs-and-wizards/query-builder.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **productsQueryParam**: - - ![Dashboard for Web - Filter Query](../../../../images/web-products-parameter-filter-cascading.png) - - The resulting filter looks as follows: - - ``` - [OrderReports.ProductID] In(?productsQueryParam) - ``` - -6. [Bind](creating-parameters.md#look-up-settings) the **productsQueryParam** query parameter to the **productsDashParam** dashboard parameter. - - To do this, in the **Parameters** section in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. - - The query parameter settings look as follows: - - ![Dashboard for Web - Query Parameter Settings](../../../../images/web-products-query-parameter-setting.png) - - -7. Create a Grid item to visualize data from the filtered *OrderReports* query. - ->[!TIP] ->When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md deleted file mode 100644 index e6b3158bde..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md +++ /dev/null @@ -1,131 +0,0 @@ ---- -title: Creating Parameters -author: Natalia Kazakova -legacyId: 117551 ---- -# Create Dashboard Parameters in the Web Dashboard - -This topic shows how to add a dashboard parameter and specify its settings in the UI. - -## Create a Parameter - -To create a dashboard parameter, follow the steps below. - -1. Invoke the [dashboard menu](../../ui-elements/dashboard-menu.md) and select **Parameters**. -2. In the **Parameter List**, click the **Add** button. The parameter's settings form appears as follows: - - ![Web Dashboard - Add a New Dashboard Parameter](~/dashboard-for-web/images/img126106.png) - -3. Specify the parameter's settings. - -## Parameter Settings - -### Name - -Specifies the parameter name. - -When you create and modify parameter names, follow the rules below: - -* A name can contain letters, numbers, and underscores. -* A name cannot contain spaces. -* A name cannot be an empty string. -* The dashboard cannot contain parameters with the same name. -* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_. - -### Description - -Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog: - -![Dashboard Parameter with Description](~/dashboard-for-web/images/dashboard-parameter-description.png) - -### Visible - -Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. - -### Allow Null - -Specifies whether a null value can be passed as a parameter value. - -### Allow Multiselect - -Specifies whether multi-selection is enabled for the current parameter. - -* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. -* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. - -### Select All Values - -Specifies whether all parameter values should be selected in the initial state of the dashboard. - -Note that this option is in effect when the **Allow Multiselect** setting is enabled. - -### Type - -Specifies the parameter type. Select the parameter type from the drop-down list in the **Type** field. - -The following types are available: - -* String -* Date -* Time -* Date and Time -* Number (16-bit integer) -* Number (32-bit integer) -* Number (64-bit integer) -* Number (floating point) -* Number (double-precision floating point) -* Number (decimal) -* Boolean -* GUID (Globally Unique Identifier) - -### Default Value - -Specifies the default parameter value. - -### Look-Up Settings - -Specifies the parameter's look-up editor settings. - - -The following **Look-up Settings** are available in the Web Dashboard: - -#### No Look-Up - -An end user specifies the parameter value in the **Dashboard Parameters** dialog. - -#### Static List - -An end user selects a parameter value from a static list. To add predefined parameter values, use the plus button. - -#### Dynamic List - -An end user selects a parameter value defined in a data source. - ->[!TIP] ->You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -You can specify a data source as a source for dashboard parameter values. To provide access to data source values, specify the following options: - -|UI Settings|Description| -|--------|-----------| -|**Data Source**| Specifies the data source for the dashboard parameter.| -|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| -|**Value Member**|Specifies the name of the data field for the parameter values.| -|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| -|**Sort By** (optional)|Specifies the data member used to sort parameter values.| -|**Sort Order** (optional)|Specifies the sort order.| - ->[!NOTE] ->You cannot use an OLAP data source as the data source for a dashboard parameter. - -## Request Parameter Values before Data Loading - -You can display a Dashboard Parameters window at startup and prompt a user to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message to guide users: "Waiting for Parameter Values…". - -![dashboard-parameter-request-before-loading](~/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) - -The Web Dashboard control loads data only after the user submits all visible parameters. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data the user actually needs. - -To activate this mode, open the [dashboard menu](../../ui-elements/dashboard-menu.md), switch to the **Parameters** page, and select the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. - -If a user changes this option at runtime, they need to initiate a data reload. The dashboard displays a Dashboard Parameters pop-up before it fetches data. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md deleted file mode 100644 index 5ffe255757..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md +++ /dev/null @@ -1,131 +0,0 @@ ---- -title: Reference Dashboard Parameters -author: Natalia Kazakova -legacyId: 117552 ---- -# Reference Dashboard Parameters - -This topic describes how to reference a dashboard parameter in [filter strings](#dashboard-item-filters), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. - ->[!TIP] ->You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). - -## SQL Queries and Stored Procedures - -You can filter the SQL data sources dynamically if you bind a [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) to a dashboard parameter. - -Invoke the **Data Source Wizard** window or use the **Properties** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) to access the query parameter settings. Change the query parameter type to *Expression* and specify the expression with a dashboard parameter in the **Value** field: - -![Query Parameter - Expression Type](../../../../images/wdd-query-parameters-complex-expression.png) - -The resulting query parameter settings may appear as follows: - -![Query Parameter - Expression Type with Parameter](../../../../images/wdd-query-parameters-parameter-expression.png) - -Refer to the following article for more information about query parameters: [Use Query Parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). - ->[!TIP] ->For information on how to filter Excel, Object, XPO, and JSON data sources, refer to the following article: [Filter Data Sources](../../provide-data/filter-data-sources.md). - -## Data Source Filtering - -The Web Dashboard allows you to filter Excel, Object, XPO, and JSON data sources dynamically if you use a dashboard parameter in the filter criteria. - -To add filters to a data source, open the dashboard menu, invoke the **Data Sources** page, select a data source and click **Filter**. - -![Data Sources - Filter Data Source](../../../../images/filter-data-source-with-parameter.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../../images/filter-editor-dashboard-parameter-selection.png) - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. - -## Dashboard Item Filters - -Web Dashboard allows you to use the following data filters in dashboard items: - -- [Dashboard Item Filter](../../data-shaping/filtering.md#dashboard-item-filter) - - Filters individual dashboard items independently. - -- [Measure Filter](../../data-shaping/filtering.md#measure-filter) - - Filters only the specified measure in the dashboard item. - -- [Visible Data Filter](../../data-shaping/filtering.md#visible-data-filter) - - Hides a part of the calculated data from the view. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - -To apply filtering based on a dynamic value, you need to use a dashboard parameter in a filter criteria. The following example describes how to filter a dashboard item according to a dashboard parameter value. - -To add a dashboard item filter, open the dashboard item’s **Filters** menu, go to the **Item Filter** section and click the **Edit** button: - -![Dashboard Item Menu - Filters Section](../../../../images/wdd-invoke-filter-editor124630.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../../images/filter-editor-dashboard-parameter-selection.png) - -Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the dashboard item is filtered according to the parameter value. - ->[!TIP] ->For more information on filtering in Web Dashboard, refer to the following article: [Filtering](../../data-shaping/filtering.md). - -## Conditional Formatting - -You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. - -To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-a-format-rule), set the condition type to **Expression**: - -![Format Rule - Expression Type](../../../../images/expression-type-conditional-formatting.png) - -In the invoked dialog, click the **Edit** button to create a condition: - -![Format Rule - Create a Condition](../../../../images/conditional-formatting-create-expression-rule.png) - -In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. - -![Filter Editor - Dashboard Parameters](../../../../images/filter-editor-dashboard-parameter.png) - -To select a dashboard parameter from the list of available parameters, click the parameter operand: - -![Filter Editor - Select a Dashboard Parameter](../../../../images/filter-editor-dashboard-parameter-selection.png) -Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. - ->[!TIP] ->For more information on conditional formatting in Web Dashboard, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). - -## Calculated Fields - -You can use parameters when you construct expressions for [calculated fields](../../provide-data/calculated-fields.md). This allows you to evaluate values of the calculated field dynamically depending on the current parameter value. - -To reference the dashboard parameter value in an expression, add or edit a calculated field. In the invoked **Edit Calculated Field** window, double-click the required parameter in the **Fields** section. - -![Edit Calculated Field - Reference a Dashboard Parameter](../../../../images/wdd-parameters-calculated-field126509.png) - -Click **Save** to save the created calculated fields. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. - ->[!TIP] ->For more information on calculated fields in Web Dashboard, refer to the following article: [Calculated Fields](../../provide-data/calculated-fields.md). - -## Window Calculations - -You can use dashboard parameters in [window calculations](../../data-analysis/calculations.md). This allows you to apply specific computations to measure values depending on the current parameter value. - -To reference the dashboard parameter value in an expression, create or edit a window calculation. In the invoked **Expression Editor** window, double-click the required parameter from the **Fields** section. - -![Expression Editor - Window Calculation with Parameters](../../../../images/wdd-parameters-window-calculations126562.png) - -Click **OK** to save the created window calculation. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. - ->[!TIP] ->For more information on window calculations in Web Dashboard, refer to the following article: [Window Calculations](../../data-analysis/calculations.md). diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 86b3dee5df..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Specify Dashboard Parameter Values -author: Natalia Kazakova -legacyId: 117554 ---- -# Specify Dashboard Parameter Values - -The Web Dashboard control includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the parameter settings. Select the **Visible** check box in the [parameter settings](creating-parameters.md#parameter-settings) to display the parameter in the **Dashboard Parameters** dialog. - - -To invoke the **Dashboard Parameters** dialog in the Web Dashboard, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. - -The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: - -![|Parameters Dialog](../../../../images/dashboard-parameters-web.gif) - -To reset changes to the default values, click the **Reset** button. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md deleted file mode 100644 index 9ca0c52e11..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md +++ /dev/null @@ -1,389 +0,0 @@ ---- -title: Expression Constants, Operators, and Functions -author: Natalia Kazakova -legacyId: 400122 ---- -# Expression Constants, Operators, and Functions - -The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. - -The tables below contain constants, operators, and functions you can use in dashboard expressions. - -## Constants - -| Constant | Description | Example | -|---|---|---| -| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| -| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | -| True | Represents the Boolean True value. | [InStock] == True | -| False | Represents the Boolean False value. | [InStock] == False | -| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | -| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | -| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | -| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | - -You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. - -_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ - -The following two examples are identical, but the second one allows you to avoid formatting errors. - -_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ - -_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ - -When parameters are not specified, a parameter placeholder is substituted with null. - -_CriteriaOperator.Parse("[Region] != ?")_ - -## Operators - -| Operator | Description | Example | -|--|--|--| -| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | -| - | Finds the difference between two numbers. | [Price1] - [Price2] | -| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | -| / | Divides the first operand by the second. | [Quantity] / 2 | -| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | -| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | -| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | -| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | -| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | -| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | -| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | -| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | -| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | -| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | -| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | -| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | -| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | -| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | -| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | -| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | -| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | -| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | -| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | -| ! | Performs a logical negation on a Boolean expression. | ![InStock] | -| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | -| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | -| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | - -## Functions - -**Advanced Functions - Intermediate Aggregation Level** - -| Function | Description | Example | -|---|---|---| -| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | -| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | -| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| -| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | -| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| -| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| - -**Aggregate Functions** - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | -| Count() | Returns the number of values. | Count() | -| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | -| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | -| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | -| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | -| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | -| Median(Value) | Returns the median of the values. | Median([Profit]) | -| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | -| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | -| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | -| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | -| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | - - -**Window Functions** - -| Function | Description | Example | Image | -|--|--|--|--| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../images/calculationfunction_last123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../images/calculationfunction_first123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../images/calculationfunction_index123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../images/calculationfunction_size123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../images/calculationfunction_lookup123019.png) | -| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | -| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | -| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | -| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | -| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../images/calculationfunction_runningavg123020.png) | -| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../images/calculationfunction_runningmax123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../images/calculationfunction_runningmin123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../images/calculationfunction_runningsum123027.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../images/calculationfunction_windowavg123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | -![CalculationFunction_WindowCount_plus2](../../../images/calculationfunction_windowcount_plus2123032.png) | -| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../images/calculationfunction_windowmax123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../images/calculationfunction_windowmin123036.png) | -| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../images/calculationfunction_windowmedian123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../images/calculationfunction_windowsum-plus2123037.png) | -| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | -| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | -| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | -| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../images/calculationfunction_total123030.png) | - -> [!IMPORTANT] -> Note that window functions cannot be used inside [Aggr](aggregations.md). - -**Date-time Functions** - -| Function | Description | Example | -|---|---|---| -| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | -| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | -| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | -| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | -| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | -| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | -| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | -| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | -| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | -| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | -| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | -| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | -| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | -| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | -| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | -| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | -| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | -| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | -| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | -| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | -| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | -| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | -| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | -| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | -| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | -| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | -| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | -| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | -| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | -| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | -| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | -| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | -| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | -| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | -| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | -| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | -| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | -| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | -| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | -| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | -| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | -| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | -| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | -| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | -| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | -| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | -| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | -| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | -| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | -| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | -| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | -| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | -| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | -| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | -| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | -| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | -| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | -| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | -| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | -| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | -| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | -| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | -| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | -| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | -| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | -| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | -| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | -| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | -| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | -| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | -| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | -| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | -| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | -| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | -| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | -| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | -| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | -| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | -| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | -| Now() | Returns the current system date and time. | AddDays(Now(), 5) | -| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | -| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | -| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | - -**Logical Functions** - -{| -|- - -! Function -! Description -! Example -|- - -| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) -| Returns one of several specified values depending upon the values of logical expressions. - -The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - -- Each odd argument specifies a logical expression; - -- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; - -- **...** - -- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. -| Iif(Name = 'Bob', 1, 0)") - -Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) - -|- - -| IsNull(Value) -| Returns True if the specified Value is NULL. -| IsNull([OrderDate]) -|- - -| IsNull(Value1, Value2) -| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. -| IsNull([ShipDate], [RequiredDate]) -|- - -| IsNullOrEmpty(String) -| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. -| IsNullOrEmpty([ProductName]) -|- - -| ToBoolean(Value) -| Converts Value to an equivalent Boolean value. -| ToBoolean([Value]) -|} - -**Math Functions** - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -**String Functions** - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - - - - -## Operator Precedence -When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. - -_Amount == 2 + 48 * 2_ - -_Amount == (2 + 48) * 2_ - -## Case Sensitivity -Operators are case insensitive. Although field values’ case sensitivity depends on the data source. - -> [!NOTE] -> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: -> -> _Lower(Name) == Upper(Name)_ - -## Escape Keywords -You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. - -_\@Or = 'value'_ - - -## Escape Characters - -Use a backslash (\) as an escape character for characters in expressions. Examples: - -- \\[ -- \\\ -- \\' diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/filtering.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/filtering.md deleted file mode 100644 index 5f9181d06f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/filtering.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Filtering -author: Natalia Kazakova -legacyId: 117706 ---- -# Filtering -Web Dashboard allows you to filter data in the [dashboard items](../dashboard-item-settings.md) or apply filters to a specific measure. You can use [dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) to build filter criteria. - -![Filtering_Main](../../../images/filtering_main132414.png) - -## Dashboard Item Filter - -Filters that are applied to a dashboard item affect only this item. Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Item Filter** section and click **Edit** to add a filter: - -![wdd-invoke-filter-editor](../../../images/wdd-invoke-filter-editor124630.png) - -This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria: - -![Filtering_FilterEditor_Empty](../../../images/filtering_filtereditor_empty132417.png) - -> [!Tip] -> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) - -## Measure Filter - -You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. - -Open a dashboard item's [Binding](../ui-elements/dashboard-item-menu.md) menu and select a measure to filter. In the invoked [data item menu](../ui-elements/data-item-menu.md), open the **Filter** section and click **Edit**. This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria. - -![web-filter-to-measure-menu](../../../images/web-filter-to-measure-menu.png) - -> [!Tip] -> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) - -You can clear the applied filter in the [data item menu](../ui-elements/data-item-menu.md)'s **Filter** section. - -> [!Note] -> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). - -The image below shows a Chart with three measures: - -- _2019 - Opened_ is filtered by year 2019. -- _2020 - Opened_ is filtered by year 2020. -- _Opened_ is the original measure without filters. - -![web-filter-to-measure-year](../../../images/web-filter-to-measure-year.png) - - -## Visible Data Filter - -You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. - -Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Visible Data Filter** section and click **Edit** to invoke the Filter Editor, where you can specify a condition: - -![web-invoke-visible-data-filter](../../../images/web-invoke-visible-data-filter.png) - -For example, a Grid dashboard item has 35 rows and displays sales percentages. - -![web-filter-visible-data-filter-original-grid](../../../images/web-filter-visible-data-filter-original-grid.png) - -The image below shows the difference between filters (the filter condition is the same): - -- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. -- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. - -![web-filter-visible-data-filter-grids](../../../images/web-filter-visible-data-filter-grids.png) - -## OLAP Filtering Specifics - -You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. - -### Dimension Attribute - -For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. - -![wdd-olap-filtering-attribute](../../../images/img124640.png) - -### Dimension Hierarchy - -The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. - -![wdd-olap-filtering-hierarchy](../../../images/img124639.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/formatting-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/formatting-data.md deleted file mode 100644 index 95e4509498..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/formatting-data.md +++ /dev/null @@ -1,114 +0,0 @@ ---- -title: Formatting Data -author: Natalia Kazakova -legacyId: 117708 ---- -# Formatting Data -The Web Dashboard allows you to customize various format settings for numeric and date-time values. -* [Formatting Numeric Values](#numeric) -* [Formatting Date-Time Values](#datetime) -* [Currency Formatting Specifics](#currency) - -## Formatting Numeric Values -To specify a format for numeric values, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. - -![wdd-format-rype](../../../images/img125536.png) - -In the **Format type** field, select the required format type. - -| Format Type | Description | -|---|---| -| **Auto** | Format settings are automatically determined based on the data type. | -| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | -| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | -| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | -| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | -| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | - -Other format settings are in effect for only specific format types. - -| Setting | Description | Format Types | -|---|---|---| -| **Unit** | The unit to which values should be converted. | Number, Currency | -| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | -| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | -| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | Currency | - -## Formatting Date-Time Values -To specify a format for date-time values, use the **Format Type** option in the data item's **Format** section. - -![wdd-format-type-date-time](../../../images/img124765.png) - -> [!NOTE] -> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** section is not displayed for such group intervals. - -The following list shows format types by group interval. -* Year - * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). - * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Month - * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). - * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). - * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). -* Hour - * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). - * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). -* Day of Week - * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). - * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). - * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). -* Day-Month-Year - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Date-Hour - * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Date-Hour-Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Date-Hour-Minute-Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -The list below illustrates format types related to the **Exact Date** group interval. -* Year - * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). - * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). -* Quarter - * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). -* Month - * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). -* Day - * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). - * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). -* Hour - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). -* Minute - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). -* Second - * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). - * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). - * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). - -## Currency Formatting Specifics -The Web Dashboard allows you to specify currency formats for the current data item or for entire dashboard. -* To set a data item currency format, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. Select **Currency** as a format type and specify the required culture using the **Currency** combo box. - - ![wdd-format-type-currency](../../../images/img126159.png) - - You can also specify the data item to use the client culture. For this, select the _Use client system settings_ in the combo box. -* To set the dashboard currency, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Currency** page. Here you can select the required currency from the list. - - ![wdd-format-type-currency-entire-dashboard](../../../images/img124766.png) - - You can also specify the dashboard to use the client culture. For this, select the _Use client system settings_ item. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/grouping.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/grouping.md deleted file mode 100644 index ce0abf2e10..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/grouping.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Grouping -author: Natalia Kazakova -legacyId: 117704 ---- -# Grouping -The Web Dashboard allows you to group dimension values and display summaries for entire groups rather than individual values. You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by year, month, quarter, etc. - -## Changing a Date-Time Group Interval -Date-time values support the following group intervals. - -> [!NOTE] -> Examples in the table below are formatted with the default settings. To learn how to customize format settings, see the following help topic: [Formatting Data](formatting-data.md). - -| Group interval | Description | Examples | -|---|---|---| -| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | -| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | -| **Month** | Values are grouped by the month. | January, February, March, ... December | -| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | -| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | -| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | -| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | -| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | -| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | -| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | -| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | -| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | -| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | -| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | -| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | -| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | -| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | -| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | -| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | - -To specify a date-time group interval in the Web Dashboard, invoke the dashboard item **Bindings** menu and select the required data item. In the _Bindings_ section, select the desired interval from the drop-down **Group Interval** list. - -![wdd-change-grouping-interval](../../../images/img124606.png) - -## Changing a Text Group Interval -String values support the following grouping intervals. -* **No Grouping:** each value is displayed "as is". -* **Alphabetical:** values are grouped alphabetically (e.g., A, B, C, ... Z). - -For string values, go to the _Data Shaping_ section of the data item menu. Here, you can change the group interval to alphabetical. - -![wdd-change-grouping-interval-text](../../../images/img124612.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/sorting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/sorting.md deleted file mode 100644 index c06d2f714c..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/sorting.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Sorting -author: Natalia Kazakova -legacyId: 117705 ---- -# Sorting -The Web Dashboard allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by measure values. - -## Changing Sort Order -To change the sort order of dimension values displayed within a dashboard item, open the dashboard item **Bindings** menu, select a data item and go to the **Data Shaping** section. Here you can select the _Ascending_ or _Descending_ sort order. - -![wdd-change-sort-order](../../../images/img124613.png) - -## Sorting by Measure Values -The Web Dashboard also allows you to sort dimension values by summary values calculated for a specific measure. To do this, in the drop-down **Sort Measure** list, select a measure by which you want to sort this data item. - -![wdd-sort-by-measure](../../../images/img124614.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/summarization.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/summarization.md deleted file mode 100644 index 0b045f9080..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/summarization.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Summarization -author: Natalia Kazakova -legacyId: 117703 ---- -# Summarization -To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. - -## Summary Function Types -The following summary functions are available. -* **Count** - The number of values (excluding **Null** and **DBNull** values). - - This is the only summary type that can be calculated against non-numeric data. -* **Count Distinct** - The number of distinct values. -* **Sum** - The sum of the values. - - ![func_sum](../../../images/img4460.png) -* **Min** - The smallest value. -* **Max** - The largest value. -* **Average** - The average of the values. - - ![func_average](../../../images/img4457.png) -* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. - - ![func_stddev](../../../images/img4458.png) -* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. - - ![func_stddevp](../../../images/img4459.png) -* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. - - ![func_var](../../../images/img4461.png) -* **VarP** - The variance of a population, where the population is the entire data to be summarized. - - ![func_varp](../../../images/img4462.png) - -## Changing Summary Type -By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. - -You can change the summary function type for numeric measures. To do this, invoke the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu and select the required data item. In the drop-down **Summary Type** list, select the desired summary type. - -![wdd-change-summary-type](../../../images/img124599.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/top-n.md b/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/top-n.md deleted file mode 100644 index 704b99dfd0..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping/top-n.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Top N -author: Natalia Kazakova -legacyId: 117707 ---- -# Top N -The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. - -To enable the Top N feature, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the _Top N_ section. - -![wdd-top-n](../../../images/img124644.png) - -Click **ON** and specify the following settings. - -| Setting | Description | -|---|---| -| **Measure** | The parameter according to which the top or bottom values will be determined. | -| **Count** | The number of values to be displayed. | -| **Mode** | Specifies whether top or bottom values should be displayed. | -| **Show "Others" value** | If enabled, all values that are not the top/bottom ones are consolidated in the "Others" value. Note that this capability is not supported in OLAP mode. | - -You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter according to which the top or bottom values will be determined. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/exporting.md b/dashboard-for-web/articles/web-dashboard-designer-mode/exporting.md deleted file mode 100644 index 8b52b3a69f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/exporting.md +++ /dev/null @@ -1,69 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 117953 ---- -# Exporting -The Web Dashboard allows you to export an entire dashboard or individual [dashboard items](dashboard-item-settings.md). You can export the dashboard/dashboard items to PDF and Image formats; additionally, you can export dashboard item's data to Excel/CSV. -* [Exporting Dashboards](#exportingdashboards) -* [Exporting Dashboard Items](#exportingdashboarditems) - -## Exporting Dashboards -To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../../images/img19570.png) button in the dashboard title area and choose the required action. - -![Printing_ExportMenuWeb](../../images/img19567.png) - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDF_DashboardOptions](../../images/img22288.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode the page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to value different from _Auto_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. The following options are available: - -![ExportToImage_DashboardOptions](../../images/img22289.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. - -### Export to Excel - -Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: - -![wdd-export-excel-dashboard](../../images/img128973.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the dialog and click the **Export** button to export the dashboard. To reset the changes to the default values, click the **Reset** button. - -> [!NOTE] -> If you export the entire dashboard, its current state is preserved (e.g., the [dashboard layout](dashboard-layout.md), the scroll position of individual dashboard items and selections within [master filter](interactivity/master-filtering.md) items). - -## Exporting Dashboard Items -To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../../images/img19570.png) button in the dashboard item caption area and choose the required action. - -![Printing_ExportElementWeb](../../images/img19610.png) -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](../web-dashboard-viewer-mode/dashboard-items.md). - -> [!NOTE] -> When an individual dashboard item is printed, the entire item's content is reflected in the printed document regardless of the item's current scroll position. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/drill-down.md b/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/drill-down.md deleted file mode 100644 index b0eff11152..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/drill-down.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 117726 ---- -# Drill-Down -Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. Drill-Down enables users to drill down to display detail data, or drill up to view more general information. - -## Enable Drill-Down -Drill-down requires that the data section contains several dimensions... - -![wdd-drill-down-hierarchy](../../../images/img124803.png) - -... or a hierarchy data item (in OLAP mode). - -![wdd-drill-down-hierarchy-olap](../../../images/img124804.png) - -To be able to change the detail level of data, go to the dashboard item's **Interactivity** menu and enable the **Drill Down** option. - -![wdd-drill-down](../../../images/img124784.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/master-filtering.md b/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/master-filtering.md deleted file mode 100644 index a45c632541..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/master-filtering.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 117725 ---- -# Master Filtering -The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. This feature is called **Master Filtering**. You can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. -* [Master Filter Modes](#modes) -* [Filtering Across Data Sources](#across) -* [Preventing Items from Being Filtered](#ignore) - -## Master Filter Modes -To enable master filtering, go to the dashboard item's **Interactivity** menu and use the **Master Filtering Mode** option. - -![wdd-master-filter-single](../../../images/img124780.png) - -The Master Filter item supports the following modes. -* **None** - Disables master filtering. -* **Multiple** - Allows you to select multiple elements in the Master Filter item. To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the dashboard item's caption. -* **Single** - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. - -To disable the Master Filter, select **None** as a Master Filter mode. - -## Filtering Across Data Sources -When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. - -To filter data across data sources, enable the **Cross-Data-Source Filtering** in the dashboard item's **Interactivity** menu. - -![wdd-master-filter-cross-data-source](../../../images/img124783.png) - -## Preventing Items from Being Filtered -You can prevent specific dashboard items from being affected by Master Filters. To do this, enable the **Ignore Master Filters** option in the dashboard item's **Interactivity** menu. - -![wdd-master-filter-ignore](../../../images/img124782.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md b/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md deleted file mode 100644 index 2cff5be080..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Neutral Filter Mode -author: Natalia Kazakova -legacyId: 400262 ---- - -# Neutral Filter Mode - -The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. - -An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. - -To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. - -![](../../../images/web-neutral-filter-mode-deselected.png) - -All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. - -The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. - -![](../../../images/web-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/calculated-fields.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/calculated-fields.md deleted file mode 100644 index 288e726931..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/calculated-fields.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Calculated Fields -author: Natalia Kazakova -legacyId: 117964 ---- -# Calculated Fields - -The Web Dashboard control provides the capability to create calculated fields that allow you to apply complex expressions to data fields obtained from the dashboard's data source. As a result, you can use these fields in data visualizations as regular data source fields. - -Note that calculated fields are not supported for the [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) data source. - -You can add a new calculated field based on the existing data source fields after you have created a data source. - -* [Creating a Calculated Field](#create) -* [Editing a Calculated Field](#edit) - - -## Creating a Calculated Field - -You can creates calculated fields both in the **Data Sources** page and from the **Binding** panel. - -- Go to the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Data Sources** page. Select a required data source (and the required [query](working-with-sql-data-sources/manage-sql-queries.md)/data member, if applicable) and click the **Add Calculated Field** button to create a calculated field. - - ![wdd-calculated-field-create](../../../images/img124912.png) - -- Open the [Binding](../ui-elements/dashboard-item-menu.md) panel, go to the **Binding** section and click the **Add calculated field** button (the ![wdd-calculated-field-add-icon](../../../images/wdd-calculated-field-add-icon.png) icon). - - ![](../../../images/wdd-calculated-field-create-from-binding-panel.png) - -This invokes the **Edit Calculated Field** dialog, which allows you to construct the required expression. - -- Use the **Name** option to change the default field name. -- Use the **Field Type** option to specify the required calculated field type. - -![wdd-calculated-field-editor](../../../images/img124913.png) - -The following elements are available for creating expressions: - - -Element | Description ----------|---------- - Fields | Contains available fields and [dashboard parameters](../data-analysis/dashboard-parameters.md). - Constants | Contains boolean variables. - Functions | Contains different types of functions including [aggregate](../data-analysis/aggregations.md). - Operators | Allows you to select operators from the list. - -After creating the expression, click **Save** to creates a new calculated field and display it in the [Field List](working-with-sql-data-sources/manage-sql-queries.md). This type of a field is indicated with the **_f_** glyph. - -![wdd-calculated-field](../../../images/img124911.png) - -## Editing a Calculated Field - -You can configure calculated fields both in the **Data Sources** page and from the **Binding** panel: - -- To edit the created field using the **Data Sources** page, click the calculated field's **Edit** button (the ![wdd-icon-edit-query](../../../images/img125497.png) icon). -- In the **Binding** section, select the calculated field you want to edit and click the **Edit** button (the ![wdd-icon-editCalculatedField](../../../images/wdd-icon-editCalcField.png) icon). - -This invokes the **Edit Calculated Field** dialog. You can change the calculated field's name, type or edit the current expression. - -To delete the calculated field, use the calculated field's **Delete** button (the ![wdd-icon-delete-query](../../../images/img125498.png) / ![](../../../images/wdd-icon-deleteCalField.png) icons). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/data-inspector.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/data-inspector.md deleted file mode 100644 index 4ad0a8728a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/data-inspector.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Data Inspector -author: Margarita Zakhodyaeva ---- -# Data Inspector -**Data Inspector** is a dialog window that displays raw or aggregated data. - -## Overview - -To invoke the Data Inspector window, click the "Inspect Data" button ![](../../../images/inspect-data-web.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. - -## Aggregated (Displayed) Data - -The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. - -![](../../../images/data-inspector-aggr.png) - -The columns are: - -* [Dimensions](../dashboard-item-settings/grid/columns.md), except the **Sparkline**. -* [Measures](../dashboard-item-settings/grid/columns.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). - * The [Sparkline](../dashboard-item-settings/grid/columns.md) is displayed as a column. - -## Raw Data - -Raw data is the dashboard item's underlying data. - -![](../../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/manage-data-sources.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/manage-data-sources.md deleted file mode 100644 index 9ed9860f5a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/manage-data-sources.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Manage Data Sources -author: Natalia Kazakova -legacyId: 117961 ---- -# Manage Data Sources -You can add a new data source to the current dashboard or remove existing data sources. To do this, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Data Sources** page. - -## Add a Data Source - -To add a new data source, click **Add** next to the **Used Data Sources** list. - -![WDD-add-data-source-to-the-collection](../../../images/img124583.png) - -The **Add Data Source** window appears. - -![WDD-include-selected-data-source-to-the-dashboard](../../../images/wdd-include-selected-data-source-to-the-dashboard124584.png) - -The window allows you to do the following: - -| Action | Description | -|----------|----------| -| **Add an existing data source** | Select the data source and click the **Add** button. | -| **Create a new data source** | Click **Create data source...**. It invokes the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. Then click **Add** to add the newly created data source to the dashboard data sources. | - -You can find the newly added data source in the **Used Data Sources** list. - -## Manage Data Sources - -Select a data source to manage it: - -![wdd-manage-data-source](../../../images/wdd-manage-data-source.png) - -Click the **Rename** button (![](../../../images/wdd-icon-rename-data-source.png)) to rename the selected data source. The **Rename Data Source** dialog appears and you can enter a new name: - -![web-rename-data-source-dialog](../../../images/web-rename-data-source-dialog.png) - -To remove an existing data source, select it and click **Remove** (![WDD-icon-delete-data-source](../../../images/img124585.png)). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md deleted file mode 100644 index 4d00523f34..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Filter Queries -author: Natalia Kazakova -legacyId: 117968 ---- -# Filter Queries -You can filter SQL queries constructed in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) by including _WHERE_ clauses in the query. You can also apply filters to either underlying or aggregated data, and limit the number of data records returned by the filter. - -To filter a query, deselect added tables and click the ellipsis button of the **Filter** field within the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md). - -![wdd-invoke-filter-editor-for-query](../../../../images/img125644.png) - -This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. - -![wdd-filter-editor-filter-query](../../../../images/img124905.png) - -You can create complex filter criteria with an unlimited number of filter conditions. These filter conditions can be arranged into groups with **And**, **Or**, **Not And**, and **Not Or** operators. The Filter Editor displays filter criteria as a tree-like structure, in which each node can be edited separately. - -In the Filter Editor, you can compare a field value with the following objects. -* **Value** - represents a static value. -* **Property** - represents another field value. -* **Parameter** - represents a parameter value. Click the **Create new parameter** button to create a new parameter and specify its name. To learn how to configure the created parameter, see [Pass Query Parameters](pass-query-parameters.md). - -To switch between values, click a down arrow glyph in the operand value placeholder to expand the list of available objects. - -![wdd-filter-editor-change-object](../../../../images/img126182.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md deleted file mode 100644 index f977349dd4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Manage SQL Queries -author: Natalia Kazakova -legacyId: 117965 ---- -# Manage SQL Queries -After you [connect](../connect-to-an-existing-data-source.md) to the data source and select the required data, you can create new SQL queries or edit the existing queries in the SQL data sources. To manage data sources, open the dashboard menu and go to the **Data Sources** page. - -![wdd-data-sources-page](../../../../images/img124589.png) -* To **add** a new query, click the **Add Query** button. This invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md), where you can create a query, select a stored procedure, or configure [query parameters](pass-query-parameters.md). -* To **edit** an existing query, click the query's **Edit** button (the ![wdd-icon-edit-query](../../../../images/img125497.png) icon) in the Field List. This action invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). -* To **delete** an existing query or calculated field from a dashboard SQL data source, click the query's **Delete** button (the ![wdd-icon-delete-query](../../../../images/img125498.png) icon). diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md deleted file mode 100644 index 2157fcf040..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Pass Query Parameters -author: Natalia Kazakova -legacyId: 117969 ---- -# Pass Query Parameters -The [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) allows you to [filter queries](filter-queries.md) using parameters. To specify settings of an added query parameter after creating a query, click **Next** in the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog. - -![wdd-configure-query-parameters](../../../../images/img124954.png) - -On the next page, select the query parameter you have created to configure it. - -![wdd-configure-query-param-page2](../../../../images/img124955.png) - -The following settings are available. -* **Name** - Specifies a parameter's name. -* **Type** - Specifies the parameter's type. -* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, invoke the **Expression Editor** dialog using the ellipsis button and specify the required expression. For example, you can use an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the SQL query. - -Use **Add** to add a new parameter and the **Remove** button to remove the selected query parameter. - -Then, click **Finish** to complete query modifications. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md b/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md deleted file mode 100644 index 8c500491b3..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Stored Procedures -author: Natalia Kazakova -legacyId: 117971 ---- -# Stored Procedures -If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog, select the required stored procedure and click **Next**. - -![wdd-stored-procedure](../../../../images/img124982.png) - -On the next page, you can configure the parameters. - -![wdd-stored-procedure-page2](../../../../images/img124983.png) - -The following parameter settings are available. -* **Name** - Displays a parameter's name. -* **Type** - Specifies the parameter's type. -* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, you can invoke the **Expression Editor** dialog to specify the required expression. For example, you can select an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the stored procedure. - -Click **Finish** to complete query modifications. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/save-a-dashboard.md b/dashboard-for-web/articles/web-dashboard-designer-mode/save-a-dashboard.md deleted file mode 100644 index 3d5c645419..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/save-a-dashboard.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Save a Dashboard -author: Natalia Kazakova -legacyId: 117715 ---- -# Save a Dashboard -The Web Dashboard provides the capability to save a dashboard definition (dashboard items, data source, data binding and layout settings, etc.) to an XML definition. This can be accomplished in the following ways. -* You can save the dashboard definition manually. For this, open the [dashboard menu](ui-elements/dashboard-menu.md) and click **Save**. - - ![wdd-save-dashboard](~/dashboard-for-web/images/img122631.png) - - The following message indicates that you have successfully saved the dashboard. - - ![wdd-dashboard-saved-message](~/dashboard-for-web/images/img125564.png) -* The dashboard definition can be saved when the currently opened dashboard is closed (for instance, the page containing the Web Dashboard is closed, a new dashboard is created or a different dashboard is [opened](open-a-dashboard.md)). By default, a save confirmation dialog will be invoked. - - ![wdd-save-chages-confirm-dialog](~/dashboard-for-web/images/img125634.png) - -To learn how to open the saved dashboard, see [Open a Dashboard](open-a-dashboard.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md deleted file mode 100644 index d572de32bb..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Dashboard Item Menu -author: Natalia Kazakova -legacyId: 117734 ---- -# Dashboard Item Menu -The **dashboard item menu** allows you to configure a dashboard item. This menu provides interface to supply a dashboard item with data, specify interactivity settings, etc. To invoke this menu, click the required dashboard item. - -![wdd-dashboard-item-menu](../../../images/img125813.png) - -The dashboard item menu consists of the following buttons. - -| Icon | Button Name | Description | -|---|---|---| -| ![wdd-dashboard-item-menu-move](../../../images/img127117.png) | **Move** | Allows you to customize a dashboard item layout using drag-and-drop operations. To learn more, see [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md). | -| ![wdd-dashboard-item-menu-bindings](../../../images/img127112.png) | **Bindings** | Invokes the _Binding_ menu that allows you to create and modify data binding of the selected [dashboard item](../dashboard-item-settings.md). | -| ![wdd-dashboard-item-menu-interactivity](../../../images/img127113.png) | **Interactivity** | Invokes the _Interactivity_ menu contains settings affected on [interaction](../interactivity.md) between various dashboard items. | -| ![wdd-dashboard-item-menu-options](../../../images/img127114.png) | **Options** | Invokes the _Options_ menu contains specific options and settings related to the current [dashboard item](../dashboard-item-settings.md). Settings can be combined into sections like _Common_, _Legend_, _Colors_, etc. | -| ![wdd-dashboard-item-menu-convert-to](../../../images/img127115.png) | **Convert To** | Invokes the _Convert To_ dialog that allows you to [convert](../convert-dashboard-items.md) or duplicate the current item. | -| ![wdd-dashboard-item-menu-delete](../../../images/img127116.png) | **Delete** | Deletes the current dashboard item from the [dashboard surface](dashboard-surface.md). | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-surface.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-surface.md deleted file mode 100644 index 3dee682cb7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-surface.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Dashboard Surface -author: Natalia Kazakova -legacyId: 117732 ---- -# Dashboard Surface -The **Dashboard Surface** is a rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). - -![wdd-dashboard-surface](../../../images/img125804.png) - -You can configure a dashboard layout in the UI: - -* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) -* [Dashboard Layout](../dashboard-layout.md) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md deleted file mode 100644 index 1ebafe428d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- -# Dashboard Data Source Wizard - -The **Dashboard Data Source Wizard** allows you to configure a data source, retrieve its data, and add the created data source to a dashboard. - -To invoke this wizard, open to the **Data Sources** page in the [dashboard menu](../dashboard-menu.md) and click **Add**: - -![web Dashboard - Data sources page - "Add" button](../../../../images/web-data-sources-click-add-button.png) - -In the invoked window, click **Create data source**: - -![web Dashboard - "Create data source" window](../../../../images/web-data-sources-create-data-source.png) - -On the start page, select the data source type: - -![Web Dashboard - Data Source Wizard](../../../../images/web-dashboard-data-source-wizard.png) - -You can create a new data source based on a database, JSON data, an OLAP cube, or create a federated data source. Click **Next** to proceed to the next wizard page depending on the selected data source type: - -* [Database](dashboard-data-source-wizard/specify-data-source-settings-database.md) - - Obtains data from all major data providers (for example, Microsoft SQL Server, XML data, Microsoft Access, and Oracle). - -* [JSON](dashboard-data-source-wizard/specify-data-source-settings-json.md) - - Connects to JSON-formatted data. - -* [OLAP Data Source](dashboard-data-source-wizard/specify-data-source-settings-olap.md) - - Connects to OLAP cubes. - -* [Data Federation](dashboard-data-source-wizard/specify-data-source-settings-olap.md) - - Creates a federated data source from the existing data sources. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md deleted file mode 100644 index a982c22a6e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Specify Data Source Settings (Database) -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (Database) - -The following pages are available for the Database source type: - -## Select a Data Connection - -The "Choose a data connection" page appears if you select Database on the start page. Select an existing connection from the list. - -![сhoose-a-data-connection](../../../../../images/dashboard-data-source-wizard-сhoose-a-data-connection.png) - -## Choose Queries -The next page allows you to create/edit a query or select a stored procedure. The image below shows a generated query displayed in the **SQL string** editor. - - ![create-a-query](../../../../../images/dashboard-data-source-wizard-create-a-query.png) - - Click **Run Query Builder**... to launch the [Query Builder](../query-builder.md) and choose the tables/columns visually. - - ## Configure Query Parameters - If the SQL query contains [query parameters](../../../provide-data/working-with-sql-data-sources/pass-query-parameters.md), click **Next** to configure them. - -![configure-query-parameters](../../../../../images/dashboard-data-source-wizard-configure-query-parameters.png) - -You can use the following techniques to specify a parameter value: - -* **Assign a static value** - - Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. - -* **Provide a dynamic parameter value** - - Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked Expression Editor. - -Click **Finish** to create a new data source. - diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md deleted file mode 100644 index 310c2cd084..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md +++ /dev/null @@ -1,80 +0,0 @@ ---- -title: Specify Data Source Settings (JSON) -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (JSON) - -## Select an Existing Data Connection - -The following page appears if you select JSON on the start page. Select an existing connection from the list. - -![](../../../../../images/web-dashboard-data-source-wizard-json.png) - -Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -## Create a New Data Connection - -Select a new data connection on the following page and click **Next**. - -![](../../../../../images/dashboard-data-source-wizard-create-data-connections.png) - -## Configure a New Data Connection - -On the next page, configure a new data connection: - -![](../../../../../images/dashboard-data-source-wizard-configure-data-connections.png) - -Specify the connection name and select the JSON source type. - -### Web Service Endpoint (URI) - -A URL to a file in JSON format. You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters). - -![](../../../../../images/web-dashboard-json-datasource-parameters.png) - -- A **path parameter** appends a path element to a JSON endpoint's Uri. -- A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. -- A **header** is a custom HTTP header in JSON endpoint requests. - -You can use expressions to specify path parameters, query parameter values, and headers. - -Click the **F** icon to switch the **Value** option to **Expression Editor** and click the ellipsis button (**...**) to invoke the editor. - -![](../../../../../images/web-dashboard-wizard-json-parameters-expression-editor-f-icon.png) - -Double-click the expression in the invoked Expression Editor and click **OK**. - -![](../../../../../images/web-dashboard-wizard-json-parameters-expression-editor.png) - -An expression can include [dashboard parameters](../../../data-analysis/dashboard-parameters.md). - -> [!Tip] -> Refer to the following help topic for details on how to create a dashboard parameter: [Creating Parameters](../../../data-analysis/dashboard-parameters/creating-parameters.md). - -Select the **Fields** section in the Expression Editor, double-click the predefined dashboard parameter, and click **OK**. - -![](../../../../../images/web-dashboard-wizard-json-parameters-expression-editor-select-dashboard-parameters.png) - -Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. - -The read-only **Resulting URI** field displays the result: a JSON URI. - -![](../../../../../images/web-dashboard-data-source-wizard-json-resulting-uri.png) - -Configure basic HTTP authentication credentials and click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -### JSON String - - A string that contains JSON data. You can also use the **Upload JSON** button to load content from the selected JSON file. - -![](../../../../../images/web-dashboard-json-datasource-json-string.png) - -Click **Next** to proceed to the "[Select Data Fields](#select-data-fields)" page. - -## Select Data Fields - -The "Select data fields" page allows you to include / exclude data fields used in a JSON data source. - - ![](../../../../../images/dashboard-data-source-wizard-select-data-fields.png) - - Click **Finish** to create a JSON data source. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md deleted file mode 100644 index 4e69f46ea9..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md +++ /dev/null @@ -1,79 +0,0 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- - -# Filter Editor - -The Filter Editor dialog allows you to specify filter criteria for [data sources](../../provide-data/create-a-new-data-source.md), [SQL queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md), and [dashboard items](../../dashboard-item-settings.md). - -## Use Filter Editor -The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator that combines all the conditions. Click this node and select the desired type to change the logical operator. - -![Filtering_FilterEditor_LogicalOperator](../../../../images/filtering_filtereditor_logicaloperator132422.png) - -Click the plus button next to the operator to add a new condition or group. - -![Filtering_FilterEditor_AddConditionMenu](../../../../images/filtering_filtereditor_addconditionmenu132418.png) - -To set a new condition, specify the dimension (including [hidden dimensions](../../bind-dashboard-items-to-data/hidden-data-items.md)): - -![Filtering_FilterEditor_SelectField](../../../../images/filtering_filtereditor_selectfield132426.png) - -Then specify a comparison operator: - -![Filtering_FilterEditor_ComparisonOperators](../../../../images/filtering_filtereditor_comparisonoperators132427.png) - -Set an operand value type in the dedicated value box: - -![Filtering_FilterEditor_SelectOperand](../../../../images/filtering_filtereditor_selectoperand132419.png) - -The following operand types are available: - -* **Value** - Allows you to compare dimension and static values. - - ![Filtering_FilterEditor_ValueDropdown](../../../../images/filtering_filtereditor_valuedropdown132420.png) -* **Property** - Compares different dimension values. - - ![Filtering_FilterEditor_FieldsDropdown](../../../../images/filtering_filtereditor_fieldsdropdown132425.png) -* **Parameter** - Allows you to compare dimension and [dashboard parameter](../../data-analysis/dashboard-parameters.md) values. - - ![Filtering_FilterEditor_ParameterDropdown](../../../../images/filtering_filtereditor_parameterdropdown132421.png) - -Click the filter condition's **Remove** ![web-filter-editor-remove-button](../../../../images/web-rd-filter-editor-remove-button129484.png) button to delete the condition. - -## Advanced Mode -**Advanced Mode** allows you to enter a custom filter string. - -![Filtering_FilterEditor_TextMode](../../../../images/filtering_filtereditor_textmode132423.png) - -Consider the following syntax conventions when you create text-based filter conditions: - -* Insert a dimension by enclosing its name in square brackets (for example, **[Category]**). -* Denote string values with apostrophes (for example, **'Bikes'**). -* Enclose date-time values with hashtags (for example, **#2019-06-01#**). -* Reference [dashboard parameters](../../data-analysis/dashboard-parameters.md) by adding a question mark before their names (for example, **[Category] = ?categoryParam**) - -This editor supports intelligent code completion (which suggests functions, parameters, and available data columns as you type). - -![Filtering_FilterEditor_TextMode_Autocompletion](../../../../images/filtering_filtereditor_textmode_autocompletion132424.png) - -You can add a comment to your expression to explain it and make the expression more readable. Comments can be multi-line, and begin with `/*` and end with `*/`. - -The **Warning** ![expression-editor-error-icon](../../../../images/expression-editor-error-icon118339.png) icon appears if a condition contains errors. - -## OLAP Filtering Specifics - -You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. - -### Dimension Attribute - -For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. - -![wdd-olap-filtering-attribute](../../../../images/img124640.png) - -### Dimension Hierarchy - -The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. - -![wdd-olap-filtering-hierarchy](../../../../images/img124639.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md deleted file mode 100644 index f0a86d40d4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Preview Data -author: Margarita Zakhodyaeva -legacyId: 117972 ---- -# Preview Data -The [Dashboard Data Source Wizard](dashboard-data-source-wizard.md) and [Query Builder](query-builder.md) allow you to preview data returned after a query or [stored procedure](../../provide-data/working-with-sql-data-sources/stored-procedures.md) execution. To do this, click the **Preview...** button. - -![wdd-preview-result](../../../../images/img124959.png) - -This invokes the **Data Preview** window containing data returned after you execute the current query. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md deleted file mode 100644 index 935b8f2caf..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md +++ /dev/null @@ -1,159 +0,0 @@ ---- -title: Query Builder -author: Natalia Kazakova -legacyId: 117967 ---- -# Query Builder - -The **Query Builder** is a visual query editor. You can use it to add data tables and views to the SQL data sources, and select which columns to include. For federated data sources, you can create a federated query. - -## Query Builder for SQL Data Sources - -### Add Tables - -Drag a specific table or view to the Query Builder design surface pane to include it in a query: - -![wdd-query-builder-add-table](../../../../images/wdd-query-builder-add-table125656.png) - -Then select the columns to include in the query: - -![wdd-query-builder-select-column](../../../../images/wdd-quey-builder-select-column125657.png) - -The Query Builder provides a toolbar with the following commands: - -Icon | Description ----------|---------- -![wdd-query-builder-delete-icon](../../../../images/wdd-query-builder-delete-icon125661.png) | Removes the selected table or view from the query. -![wdd-query-builder-undo](../../../../images/wdd-query-builder-undo126299.png) | Reverses the most recent action. -![wdd-query-builder-redo](../../../../images/wdd-query-builder-redo126300.png) | Restores the previously undone action. - -### Join Tables -The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). A relationship line is drawn between two connected tables / views. Note the connected columns should have identical data types. The **Query Builder** automatically joins a table or view that has a relationship at database level with any recently added tables. - -![wdd-query-builder-join-tables](../../../../images/wdd-query-builder-join-tables125658.png) - -The Query Builder allows you to change the join type (if necessary). Click a relationship line to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. - -![wdd-query-builder-relationship-properties](../../../../images/wdd-query-builder-ralstionship-properties125660.png) - -A left outer join returns all values from an inner join along with all values in the "left" table that do not match the "right" table. The result also includes rows with NULL (empty) values in the key field. If you select the left outer join, the relationship line displays an arrow which points to the "right" table of the join clause. The executed query returns a "flat" table that joins different tables within a single query. - -Select the relationship line and click **Delete** (the ![wdd-query-builder-delete-icon](../../../../images/wdd-query-builder-delete-icon125661.png) icon) to delete an unnecessary relationship. - - -### Edit Column Settings -Select a table or view, and click a data column to display the data column options. - -![wdd-query-builder-properties-pane](../../../../images/wdd-queru-builder-properties-pane124947.png) - -The **Column Properties** section contains the following options: - -Option | Description ----------|---------- - **Name** | Indicates the column name that the Query Builder obtains from the database. - **Type** | Indicates the column's data type. The Query Builder provides information about the maximum string length for string columns. - **Alias** | Specifies a custom column name (alias). Include a column into a query to enable this option. Aggregated columns should always have an alias. - **Output** | Specifies whether to include a column in a query result. - **Sort Type** | Specifies whether to maintain the initial sort order for a column, or sort data records in ascending or descending order. - **Sort Order** | Defines the sorting priority for multiple columns (the less this number is, the higher the priority). - **Group By** | Specifies whether to group a query result by this column. - **Aggregate** | Specifies whether to aggregate the column's data records. You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**.
The Query Builder omits individual data records from the query result and only retains the aggregate function result when you apply any of these functions. - -### Use Query Parameters - -Use the **Parameters** section to add, remove and edit [query parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). - -![](../../../..//images/web-query-builder-parameter-dialog.png) - -Each query parameter allows you to configure the following properties: - -Option | Description ----------|--------- -**Name** | Specifies the query parameter's name. -**Type** | Specifies the parameter value's data type.
Set this property to **Expression** to generate parameter values dynamically. -**Result Type** | Specifies the data type of the expression's result value.
This property is enabled if the query parameter type is Expression. -**Value** | Determines the query parameter's actual value.
You can specify a static value according to the selected value's data type.
Alternatively, construct an expression to generate parameter values dynamically. Click this property's ellipsis button to invoke the **Expression Editor** and create an expression. This ellipsis button is enabled if you set the query parameter type to **Expression**. - - -### Filter Data -The Query Builder can be used to filter a query. To do this, deselect tables and click the ellipsis button in the invoked **Filter** field in the **Properties** pane. This invokes the **Filter Editor** dialog, which provides a visual interface for constructing a filter string. - -![wdd-filter-editor-filter-query](../../../../images/wdd-filter-editor-filter-query124905.png) - -See the following topic for details: [Filter Queries](../../provide-data/working-with-sql-data-sources/filter-queries.md). - -### Preview Data -Click the **Preview Results** button to test a query on the actual data's limited subset. - -The invoked [Data Preview](preview-data.md) dialog displays the first 100 data records of the query: - -![wdd-preview-result](../../../../images/wdd-preview-result124959.png) - - -## Query Builder for Federated Data Sources - -The Query Builder supports the following query types for the federated data source: - -- **Join** - Combines rows from two or more sources based on a clause. -- **Union and Union All** - The **Union** query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The **Union All** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). -- **Transformation** - If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. - -### Create a Join-Based Federated Data Source - -In the invoked Query Builder, add the tables from the data sources (drag or double-click them). Use drag-and-drop to create a relationship based on the key field. Enable checkboxes for the data fields you want to include in the query result set. - -You can also specify a different name for a field: set the alias in the Alias column for the corresponding field (for example, _City_ for the _ShipCity_ field on the image below). - -In the image below columns from the two data sources are added to the query: - -![Query Builder for Data Federation - Join query](../../../../images/web-dashboard-federated-wizard-join-query.png) - -You can specify the expression for the field. For this, enable the **_f_** button and then click ellipsis button: - -![Query Builder for Data Federation - Set expression in the Join query](../../../../images/web-dashboard-federated-wizard-join-query-set-expression.png) - -This invokes the Expression Editor and you can specify a [calculated field](../../provide-data/calculated-fields.md). - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Join query](../../../../images/web-dashboard-federated-wizard-join-query-rename.png) - -Click **Finish** to create the federated data source with the Join query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![Query Builder for Data Federation - Join query result](../../../../images/web-dashboard-federated-wizard-join-query-result.png) - - -### Create a Union-Based Federated Data Source - -Double-click the Customers table and the Excel data source. The query includes only fields that have identical names and types in the origin sources. Enable the **Union All** check box to create the **Union All** query and do not remove duplicated rows. - -You can also specify a different name for a field: set the alias in the Alias column for the corresponding field. - -In the image below, two sources are added to the query: - -![Query Builder for Data Federation - Union query](../../../../images/web-dashboard-federated-wizard-union-query.png) - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Union query](../../../../images/web-dashboard-federated-wizard-union-query-rename.png) - -Click **Finish** to create the federated data source with the Union/UnionAll query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![Query Builder for Data Federation - Union query result](../../../../images/web-dashboard-federated-wizard-union-query-result.png) - -### Create a Transformation-Based Data Source - -In the invoked Query Builder, select the data source or query that contains columns you want to transform. Select the Transform check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. - -In the image below the Query Builder transforms the `Products` column from the JSON data source: - -![Query Builder for Data Federation - Transformation query](../../../../images/web-dashboard-federated-wizard-transformation-query.png) - -Click **OK** to close the Query Builder. Rename the created query if necessary. - -![Query Builder for Data Federation - Rename the Transformation query](../../../../images/web-dashboard-federated-wizard-transformation-query-rename.png) - -Click **Finish** to create the federated data source with the Transformation query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: - -![web-dashboard-federated-wizard-transformation-query-result](../../../../images/web-dashboard-federated-wizard-transformation-query-result.png) - diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/toolbox.md b/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/toolbox.md deleted file mode 100644 index 05334a3b39..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/toolbox.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Toolbox -author: Natalia Kazakova -legacyId: 117731 ---- -# Toolbox -The **Toolbox** provides access to the dashboard menu, and allows you to add dashboard items, as well as undo or repeat user actions. - -The main parts of the Toolbox are listed below. - -![wdd-toolbox](../../../images/img125795.png) - -* **Dashboard Menu** - contains the dashboard menu elements. They allow you to save or load dashboards and configure general dashboard settings. To invoke this menu, click on the [Dashboard Menu](dashboard-menu.md) button. -* **Toolbox** - contains buttons that allow you to add dashboard items like [Grid](../dashboard-item-settings/grid.md), [Maps](../dashboard-item-settings/geo-point-maps.md), [Treemap](../dashboard-item-settings/treemap.md), [Filter Elements Overview](../dashboard-item-settings/filter-elements/filter-elements-overview.md) or custom items. -* **Toolbar** - the bottom part of the Toolbox that contains undo/redo buttons and buttons with custom functionality. - -## Toolbox Groups - -The Toolbox groups dashboard items as follows: - -- **Common** - Data items used to visualize data. - - [Grid](../dashboard-item-settings/grid.md) - - [Pivot](../dashboard-item-settings/pivot.md) - - [Chart](../dashboard-item-settings/chart.md) - - [Treemap](../dashboard-item-settings/treemap.md) - - [Pies](../dashboard-item-settings/pies.md) - - [Scatter Chart](../dashboard-item-settings/scatter-chart.md) - - [Cards](../dashboard-item-settings/cards.md) - - [Gauges](../dashboard-item-settings/gauges.md) - - [Text Box](../dashboard-item-settings/text-box.md) - - [Image](../dashboard-item-settings/images/image-overview.md) - - [Bound Image](../dashboard-item-settings/images/image-overview.md) - -- **Maps** - Map dashboard items. - - [Choropleth Map](../dashboard-item-settings/choropleth-map.md) - - [Geo Point Map](../dashboard-item-settings/geo-point-maps/geo-point-map.md) - - [Bubble Map](../dashboard-item-settings/geo-point-maps/bubble-map.md) - - [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) - -- **Filter** - Items used to filter data in data items. - - [Range Filter](../dashboard-item-settings/range-filter.md) - - [Combo Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [List Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [Tree View](../dashboard-item-settings/filter-elements/filter-elements-overview.md) - - [Date Filter](../dashboard-item-settings/date-filter.md) - -- **Layout** - Items used to arrange another dashboard items in a dashboard. - - [Group](../dashboard-item-settings/dashboard-item-group.md) - - [Tab Container](../dashboard-item-settings/tab-container.md) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/undo-and-redo-operations.md b/dashboard-for-web/articles/web-dashboard-designer-mode/undo-and-redo-operations.md deleted file mode 100644 index dc1893f195..0000000000 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/undo-and-redo-operations.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Undo and Redo Operations -author: Natalia Kazakova -legacyId: 117714 ---- -# Undo and Redo Operations -The Web Dashboard keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. - -To undo/redo the last action, use the following buttons located in the [Toolbox](ui-elements/toolbox.md). - -![wdd-undo-redo](../../images/img125582.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md deleted file mode 100644 index 54ce5def37..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16742 ---- -# Data Presentation Basics -The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. - -![Cards_Web](../../../../images/img22502.png) - -The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../../images/img22504.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). - -![Cards_SwitchValues_Web](../../../../images/img22503.png) - -## Tooltip -A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. - -![CardSparkline_Tooltip_Web](../../../../images/img23717.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md deleted file mode 100644 index 3049e62b1b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17261 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Card** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether cards are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md deleted file mode 100644 index 0b085c4aba..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16743 ---- -# Interactivity -This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a card (or cards) to make other dashboard items only display data related to the selected card (or cards). - -![Cards_MasterFiltering_Web](../../../../images/img22505.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a card to view the details. - -![Cards_DrillDown_Web](../../../../images/img22506.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected card. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md deleted file mode 100644 index e4f4385111..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16730 ---- -# Data Presentation Basics -The **Chart** dashboard item presents data visually using different types of series. - -![ChartDashboardItem_Web](../../../../images/img22473.png) - -A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. - -The Chart dashboard item includes the following series types. -* ![Charts_SeriesTypes_Bar_Icon](../../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. -* ![Charts_SeriesTypes_Line_Icon](../../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. -* ![Charts_SeriesTypes_Area_Icon](../../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. -* ![Charts_SeriesTypes_RangeArea_Icon](../../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. -* ![Charts_SeriesTypes_Bubble_Icon](../../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. -* ![Charts_SeriesTypes_HighLowClose_Icon](../../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. - -## Tooltip -The Chart dashboard item can display a tooltip that shows information on a hovered series point. - -![Chart_CrosshairLabel_Web](../../../../images/img22474.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md deleted file mode 100644 index afdf852f9f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17258 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Chart** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChartWeb](../../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md deleted file mode 100644 index 5f577584d6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16731 ---- -# Interactivity -This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Chart dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. - - ![Chart_FilterByArguments_Web](../../../../images/img22475.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. - - ![Chart_FilterBySeries_Web](../../../../images/img22476.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Chart dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. - - ![Chart_DrillDownOnArguments_Web](../../../../images/img22477.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected series point. -* **Drill-Down on a Series** - - When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. - - ![Chart_DrillDownOnSeries_Web](../../../../images/img22478.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by clicking a selected series point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md deleted file mode 100644 index 9292026f78..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16749 ---- -# Data Presentation Basics -The **Choropleth Map** dashboard item colorizes map areas in two ways. -* Based on the provided values. - - ![ChoroplethMap_Value_Web](../../../../images/img22514.png) -* Based on the difference between the actual and target values of a particular parameter. - - ![ChoroplethMap_Delta_Web](../../../../images/img22515.png) - -You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). - -## Map Zooming and Scrolling -Use the following actions to scroll a map. -* **Zooming** - * Use the mouse scroll wheel to change the current zoom level for the map. - * On a touchscreen device, use pinch or spread gestures to change the current zoom level. - - ![ChoroplethMap_PinchGesture](../../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../../images/img23692.png) -* **Scrolling** - * To scroll the map, hold down the left mouse button and drag it. - * On a touchscreen device, use flick gestures to scroll the map. - - ![ChoroplethMap_FlickGesture](../../../../images/img22518.png) - -## Tooltip -The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. - -![ChoropletMap_Tooltip_Web](../../../../images/img23704.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md deleted file mode 100644 index 7ab55a1e20..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17264 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Choropleth Map** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChoroplethMapWeb](../../../../images/img22960.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md deleted file mode 100644 index bb8bb16d9f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16750 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items.. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape (or shapes). - -![ChoroplethMap_MasterFiltering_Web](../../../../images/img22519.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/date-filter.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/date-filter.md deleted file mode 100644 index a8d3324dc8..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/date-filter.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Date Filter -author: Natalia Kazakova ---- -# Date Filter -The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. - -![](../../../images/datefilter-web-overview.png) - -The Date Filter item displays a set of intervals that can be used as quick filters: - -![](../../../images/datefilter-web-autoheight.png) - -## Date Picker - -The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: - -![](../../../images/datefilter-web-datepicker.png) - -## Quick Filters - -**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: - -![](../../../images/datefilter-web-quick-filters.png) diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/filter-elements.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/filter-elements.md deleted file mode 100644 index c61d94c4d6..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/filter-elements.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Filter Elements -author: Natalia Kazakova -legacyId: 17948 ---- -# Filter Elements -Filter elements provide the capability to [filter](../data-presentation/master-filtering.md) other dashboard items. -* [Combo Box](#combo-box) -* [List Box](#list-box) -* [Tree View](#tree-view) - -## Combo Box -The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. -* The **Standard** type allows you to select only a single value. - - ![StandardCombobox_Web](../../../images/img25527.png) -* The **Checked** type allows you to select multiple values in the invoked drop-down list. - - ![CheckedCombobox_Web](../../../images/img25528.png) - -## List Box -The **List Box** dashboard item allows you to select a value(s) from the list. -* The **Checked** type allows you to select multiple values in the list box. - - ![StandardListbox_Web](../../../images/img25529.png) -* The **Radio** type allows you to select only a single value in the radio group. - - ![RadioListbox_Web](../../../images/img25530.png) - -## Tree View -The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. - -![TreeView_Web](../../../images/img25531.png) - -## Date Filter - -The [Date Filter](../dashboard-items/date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. - -![](../../../images/datefilter-web-autoheight.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md deleted file mode 100644 index 523c26b6bd..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16745 ---- -# Data Presentation Basics -The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. - -![Gauges_Web](../../../../images/img22507.png) - -The **Gauge** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../../images/img22504.png) icon) in the gauge's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md deleted file mode 100644 index 4f6408520f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17262 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Gauge** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether gauges are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md deleted file mode 100644 index 36165632b4..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16746 ---- -# Interactivity -This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a gauge (or multiple gauges) to make other dashboard items only display data related to the selected gauge or gauges. - -![Gauges_MasterFiltering_Web](../../../../images/img22508.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md). - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a gauge to view the details. - -![Gauges_DrillDown_Web](../../../../images/img22509.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected gauge. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) in the dashboard item's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md deleted file mode 100644 index 40b723356b..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16752 ---- -# Data Presentation Basics -The Web Dashboard supports three types of **Geo Point** maps. -* The **Geo Point Map** dashboard item places callouts on the map using geographical coordinates. - - ![MapsOverview_GeoPointMap_Web](../../../../images/img23667.png) -* The **Bubble Map** dashboard item displays bubbles on the map. The color and size of each bubble relay data particular to that color and size. - - ![MapsOverview_BubbleMap_Web](../../../../images/img23668.png) -* The **Pie Map** dashboard item displays pies on the map. Each pie shows the relative contribution that different values contribute to the total. - - ![MapsOverview_PieMap_Web](../../../../images/img23669.png) - - You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). - -## Map Zooming and Scrolling -Use the following actions to scroll a map. -* **Zooming** - * Use the mouse scroll wheel to change the current zoom level for the map. - * On a touchscreen device, use pinch or spread gestures to change the current zoom level. - - ![ChoroplethMap_PinchGesture](../../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../../images/img23692.png) -* **Scrolling** - * To scroll the map, hold down the left mouse button and drag it. - * On a touchscreen device, use flick gestures to scroll the map. - - ![ChoroplethMap_FlickGesture](../../../../images/img22518.png) - -## Tooltip -A **Geo Point Map** dashboard item can display a tooltip that displays information in a hovered callout/bubble/pie. - -![GeopointMap_Tooltip_Web](../../../../images/img23705.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md deleted file mode 100644 index 957d14e3dd..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17265 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting **Geo Point Map** dashboard items. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_ChoroplethMapWeb](../../../../images/img22960.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md deleted file mode 100644 index 4b14fcf25d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16753 ---- -# Interactivity -This document describes the **Master Filtering** feature, which enables interaction between the **Geo Point Map** and other dashboard items. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. - -When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). - -![GeoPointMap_MasterFiltering_Web](../../../../images/img22521.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md deleted file mode 100644 index f4477302f7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16734 ---- -# Data Presentation Basics -The **Grid** displays data in a two-dimensional table that supports four types of columns. - -![Grid_ColumnTypes_Web](../../../../images/img22479.png) -* The **dimension column** displays values from the bound data item "as is". -* The **measure column** displays summaries calculated from data in the bound data item. -* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. -* The **sparkline column** visualizes the variation of summary values over time. - -## Sort Grid Rows -To sort records by a column's values and replace the existing sort conditions applied to the current or other columns, click the target column's header until the _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. - -![Grid_SortRows_Web](../../../../images/img22480.png) - -You can also apply the required sort condition by right-clicking a column header and selecting **Sort Ascending** or **Sort Descending** from the invoked context menu. - -![Grid_ColumnHeaderMenu](../../../../images/img23690.png) - -To remove sorting by a column, select **Clear Sorting** from the context menu or click a column header while holding down the **CTRL** key. - -## Tooltips -A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. - -![GridBar_Tooltip_Web](../../../../images/img23714.png) - -The tooltip shows the value in the measure column as text. - -When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. - -![GridSparkline_Tooltip_Web](../../../../images/img23715.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md deleted file mode 100644 index f47abd98de..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17259 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Grid** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_GridWeb](../../../../images/img22952.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. -* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md deleted file mode 100644 index a22c0f6273..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16735 ---- -# Interactivity -This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). - -![WebViewer_MasterFiltering](../../../../images/img22459.gif) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Grid dashboard item supports drill-down for rows. - -When drill-down is enabled, you can click a grid row to view the details. - -![Grid_DrillDown_Web](../../../../images/img22481.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking the selected row. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image.md deleted file mode 100644 index f4c3e712b8..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Image -author: Natalia Kazakova -legacyId: 16755 ---- -# Image -The **Image** dashboard item is used to display images within a dashboard. - -![Image_Web](../../../images/img22523.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image/exporting.md deleted file mode 100644 index 8bb380e372..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/image/exporting.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17267 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting an **Image** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Export To PDF -![ExportToPdfDialog_ImageWeb](../../../../images/img22972.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![ExportToImageDialog_ImageWeb](../../../../images/img22973.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md deleted file mode 100644 index b8b3f53a62..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16737 ---- -# Data Presentation Basics -The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. - -![Pies_Web](../../../../images/img22483.png) - -## Tooltip -A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. - -![Pies_Label_Web](../../../../images/img22484.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md deleted file mode 100644 index 7efe580689..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17260 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Pie** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PiesWeb](../../../../images/img22954.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md deleted file mode 100644 index da20094686..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 16738 ---- -# Interactivity -This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -The Pie dashboard item supports filtering by **argument** or **series** values. -* **Filtering by Arguments** - - When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. - - ![Pies_FilteringByArguments_Web](../../../../images/img22485.png) -* **Filtering by Series** - - When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. - - ![Pies_FilteringBySeries_Web](../../../../images/img22486.png) - -To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -The Pie dashboard item supports drill-down on argument or series values. -* **Drill Down on Arguments** - - When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. - - ![Pies_DrillDownOnArguments_Web](../../../../images/img22487.png) - - > [!NOTE] - > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected pie segment. -* **Drill-Down on Series** - - When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. - - ![Pies_DrillDownOnSeries_Web](../../../../images/img22488.png) - - > [!NOTE] - > When **Filtering by Series** is enabled, you can view the details by clicking a selected pie chart. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot.md deleted file mode 100644 index 941701d512..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Pivot -author: Natalia Kazakova -legacyId: 16747 ---- -# Pivot -The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. - -![PivotDemo_Web](../../../images/img22510.png) - -## Expanding and Collapsing Groups -To expand or collapse row and column groups, use the ![Pivot_Expand_Web](../../../images/img22512.png) and ![Pivot_Collapse_Web](../../../images/img22513.png) buttons, respectively. - -![Pivot_ExpandCollapse_Web](../../../images/img22511.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md deleted file mode 100644 index e2236eb927..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17263 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Pivot** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_PivotWeb](../../../../images/img22957.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter.md deleted file mode 100644 index 1f9a42943e..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Range Filter -author: Natalia Kazakova -legacyId: 16754 ---- -# Range Filter -The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter values displayed along the argument axis. - -![RangeFilter_Web](../../../images/img22522.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md deleted file mode 100644 index 6fb09315f1..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17266 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Range Filter** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -![ExportToPdfDialog_RangeFilterWeb](../../../../images/img22968.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md deleted file mode 100644 index 480faa3c94..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 115260 ---- -# Data Presentation Basics -The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. - -![ScatterChart_Main_Web](../../../../images/img121201.png) - -## Point Labels and Tooltips -The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. - -![ScatterChartLabels_Web](../../../../images/img121202.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md deleted file mode 100644 index 960dd07ca8..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 115262 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Scatter Chart** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -The following options are available when exporting the Scatter Chart dashboard item to a PDF. - -![ExportToPdfDialog_ChartWeb](../../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Scatter Chart dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md deleted file mode 100644 index 2c2c9c3d8d..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 115261 ---- -# Interactivity -This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). - -![ScatterChart_MasterFiltering_Web](../../../../images/img121206.png) - -To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../../images/img22461.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). - -When drill-down is enabled, you can click a point to view the details. - -![ScatterChart_DrillDown_Web](../../../../images/img121207.png) - -> [!NOTE] -> When **Master Filtering** is enabled, you can view the details by clicking a selected point. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../../images/img22464.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/tab-container.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/tab-container.md deleted file mode 100644 index deb55ea072..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/tab-container.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tab Container -author: Natalia Kazakova -legacyId: 400300 ---- -# Tab Container - -Like the Dashboard Item Group, the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. - -![](../../../images/wdd-dashboard-item-tab-container.png) - -Click the tab page's header to switch between tab pages: - -![](../../../images/wdd-viewer-select-tab-page.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box.md deleted file mode 100644 index 274b737e64..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Text Box -author: Natalia Kazakova -legacyId: 16756 ---- -# Text Box -The **Text Box** dashboard item is used to display rich text within a dashboard. - -![wdd-text-box-rtf-example](../../../images/img125853.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md deleted file mode 100644 index 5789fd1542..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17268 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Text Box** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) - -## Export To PDF -![ExportToPdfDialog_TextBoxWeb](../../../../images/img22975.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -![ExportToImageDialog_TextBoxWeb](../../../../images/img22976.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md deleted file mode 100644 index 06e0b0d056..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 17381 ---- -# Data Presentation Basics -The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. Tiles corresponding to child values can be combined by parent values into groups. For example, the Treemap below displays combinations of categories and sub-categories. - -![wdd-treemap-grouped](../../../../images/img125970.png) - -## Labels and Tooltips -The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. - -![wdd-treemap-labels](../../../../images/img125998.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md deleted file mode 100644 index f5ad888497..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 17395 ---- -# Exporting -The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. - -This topic describes the specifics of exporting a **Treemap** dashboard item. -* [Export To PDF](#export-to-pdf) -* [Export To Image](#export-to-image) -* [Export To Excel](#export-to-excel) - -## Export To PDF -The following options are available when exporting the Treemap dashboard item to a PDF. - -![ExportToPdfDialog_ChartWeb](../../../../images/img22925.png) -* **File Name** - Specifies the name of the exported PDF. -* **Page Layout** - Specifies the page orientation used to export a dashboard item. -* **Size** - Specifies the standard paper size. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** -Specifies the title of the exported document. -* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Image -All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: - -![ExportToImageDialog_ChartWeb](../../../../images/img22926.png) -* **File Name** - Specifies the name of the exported Image file. -* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard item is exported. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. - -## Export To Excel -Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: - -![ExportToExcelDialog_Web](../../../../images/img121026.png) -* **File Name** - Specifies the name of the exported Excel file. -* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. -* **Separator** - Specifies the string used to separate values in the exported CSV document. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md deleted file mode 100644 index 42b7700d1c..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Interactivity -author: Natalia Kazakova -legacyId: 17392 ---- -# Interactivity -This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering**. - -## Master Filtering -The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. - -When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions) to make other dashboard items only display data related to the selected tile(s). - -![wdd-treemap-interactivity](../../../../images/img125959.png) - -To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. - -## Drill-Down -The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. - -When drill-down is enabled, you can click a tile to view the details. - -![wdd-treemap-drill-down](../../../../images/img127986.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md deleted file mode 100644 index 43eb77ca6a..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Requesting Parameter Values -author: Natalia Kazakova -legacyId: 16726 ---- -# Requesting Parameter Values -The **Web Dashboard** provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. - -To invoke the **Dashboard Parameters** dialog, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). - -![Parameters_DashboardParametersDialog_Web](../../../images/img21818.png) - -Select the required parameter values and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. - -## Request Parameter Values before Data Loading - -If you see a Dashboard Parameters window at startup, you need to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message: "Waiting for Parameter Values…". - -![dashboard-parameter-request-before-loading](~/dashboard-for-web/images/dashboard-parameter-request-before-loading.png) - -The Web Dashboard control loads data only after you submit all visible parameters. The dashboard displays a Dashboard Parameters pop-up before it fetches data. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data you actually need. - -To change this mode, open the [dashboard menu](../../web-dashboard-designer-mode/ui-elements/dashboard-menu.md) in Designer Mode, switch to the **Parameters** page, and use the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md deleted file mode 100644 index 3ae85ad6cb..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Dashboard Layout -author: Natalia Kazakova -legacyId: 16723 ---- -# Dashboard Layout -This topic describes the features related to the dashboard layout. -* [Dashboard Title](#dashboard-title) -* [Dashboard Item Caption](#dashboard-item-caption) -* [Resizing Dashboard Items](#resizing-dashboard-items) - -## Dashboard Title -The **Dashboard Title** is located at the top of the dashboard. The dashboard title can contain text or image content, elements selected in the master filter item, and command buttons. - -![wdd-dashboard-title](../../../images/img126004.png) - -When you hover over the filter icon (![DashboardTitle_MasterFilterIcon_Web](../../../images/img23672.png)), all master filters applied to the dashboard are displayed in the invoked popup. - -![DashboardTitle_MasterFilterPopup_Web](../../../images/img23673.png) - -The dashboard title can contain the following command buttons. -* **Export To** button - allows you to export the dashboard. To learn more about exporting, see the [Exporting](../exporting.md) topic. -* **Parameters** button - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. - -## Dashboard Item Caption -Each [dashboard item](../dashboard-items.md) can include a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. - -![WebViewer_DashboardItemCaption](../../../images/img22466.png) - -> [!NOTE] -> If the dashboard item caption is not visible, command buttons are displayed at the top right corner of the item. - -The caption of the dashboard item contains the following information and buttons, depending on the dashboard item type. -* **Names** - * **Dashboard Item Name** - represents the static text within a dashboard item's caption. - * **Data Item Container Name** - represents the name of the data item container. -* **Interactivity Information** - * **Drill-Down** value - shows a value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. -* **Command Buttons** - * **Export to** button - allows you to export a dashboard item. To learn how to print individual dashboard items, see the [Exporting](../exporting.md) topic. - * **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. - * **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the **Master Filter**. To learn more, see the [Master Filtering](master-filtering.md) topic. - * **Drill Up** button - allows you to return to the previous detail level when the drill-down capability is enabled for this item. To learn more, see the [Drill-Down](drill-down.md) topic. - * **Multi-Select** button - allows multiple element selection in the Master Filter item, when [Multiple Master Filter](master-filtering.md) mode is enabled. - -## Resizing Dashboard Items -You can resize individual items (or a group of items) by dragging their edges. - -![Layout_ResizingItem_Web](../../../images/img22857.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md deleted file mode 100644 index 2cd1cb962f..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Presentation Basics -author: Natalia Kazakova -legacyId: 16720 ---- -# Data Presentation Basics -The Web Dashboard can be used to present dashboards on the web. -A wide range of dashboard items are used to display visual or textual information. - -| Dashboard Item | Image | Description | -|---|---|---| -| [Chart](../dashboard-items/chart.md) | ![Fundamentals_DashboardItems_Charts](../../../images/img22432.png) | Displays data graphically using bars, lines, points, etc. | -| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../../images/img121120.png) | Visualizes relationships between numeric variables. | -| [Grid](../dashboard-items/grid.md) | ![Fundamentals_DashboardItems_Grid](../../../images/img22433.png) | Presents data in tabular form. | -| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../../images/img127030.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | -| [Cards](../dashboard-items/cards.md) | ![Fundamentals_DashboardItems_Cards](../../../images/img22434.png) | Displays a series of cards, each illustrating the difference between two values. | -| [Gauges](../dashboard-items/gauges.md) | ![Fundamentals_DashboardItems_Gauges](../../../images/img22435.png) | Visualizes data within a series of gauges. | -| [Pivot](../dashboard-items/pivot.md) | ![WebViewer_Pivot](../../../images/img22456.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | -| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![WebViewer_ChoroplethMap](../../../images/img22457.png) | Colorizes areas in proportion to the provided values. | -| [Geo Point Map](../dashboard-items/geo-point-maps.md) | ![WebViewer_GeoPointMap](../../../images/img22458.png) | Displays callouts on the map using geographical coordinates. | -| [Bubble Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_BubbleMap](../../../images/img121486.png) | Displays bubbles on the map using geographical coordinates. | -| [Pie Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_PieMap](../../../images/img121487.png) | Places pies on the map using geographical coordinates. | -| [Range Filter](../dashboard-items/range-filter.md) | ![Fundamentals_DashboardItems_Rangefilter](../../../images/img22439.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | -| [Images](../dashboard-items/image.md) | ![ImageOverview](../../../images/img124553.png) | Displays images. | -| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../../images/img124554.png) | Displays rich text within a dashboard. | -| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../../images/img125084.png) | Visualizes data in nested rectangles. | -| [Combo Box](../dashboard-items/filter-elements.md) | ![WebViewer_ComboBox_Thumbnail](../../../images/img127031.png) | Allows you to select a value(s) from the drop-down list. | -| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../../images/img127032.png) | Allows you to select a value(s) from the list. | -| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../../images/img127033.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | - -The Web Dashboard enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. -* [Master Filtering](master-filtering.md) -* [Drill-Down](drill-down.md) - -To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/drill-down.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/drill-down.md deleted file mode 100644 index 5ee959bbce..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/drill-down.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Drill-Down -author: Natalia Kazakova -legacyId: 16722 ---- -# Drill-Down -The Web Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. - -![WebViewer_DrillDown](../../../images/img22463.gif) - -> [!NOTE] -> You cannot drill down to view the details if **Multi-Select** is enabled in [Multiple Master Filter](master-filtering.md) mode. - -To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the dashboard item's [caption](dashboard-layout.md) area. - -To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/master-filtering.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/master-filtering.md deleted file mode 100644 index dbcd64f5f9..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/data-presentation/master-filtering.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Master Filtering -author: Natalia Kazakova -legacyId: 16721 ---- -# Master Filtering -The Web Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. - -![WebViewer_MasterFiltering](../../../images/img22459.gif) - -## Master Filtering Modes -The Master Filter item supports two selection modes. -* **Multiple** - - Allows you to select multiple elements in the Master Filter item. To enable multiple element selection, use the **Multi-Select** button (the ![WebViewer_MultiSelectionIcon](../../../images/img22460.png) icon) in the dashboard item [caption](dashboard-layout.md) area. - - To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the dashboard item [caption](dashboard-layout.md) area. -* **Single** - - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but you cannot clear it. - -To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/exporting.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/exporting.md deleted file mode 100644 index 0c81ed4cf3..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/exporting.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Exporting -author: Natalia Kazakova -legacyId: 16727 ---- -# Exporting -The Web Dashboard provides the capability to export an entire dashboard and individual items. -* [Exporting Dashboards](#exportingdashboards) -* [Exporting Dashboard Items](#exportingdashboarditems) - -## Exporting Dashboards -To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../../images/img19570.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and select the required format. - -![Printing_ExportMenuWeb](../../images/img19567.png) - -### Export to PDF - -Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: - -![ExportToPDF_DashboardOptions](../../images/img22288.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. -* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. - - > [!NOTE] - > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. - -### Export to Image - -Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. - -![ExportToImage_DashboardOptions](../../images/img22289.png) -* **File Name** - Specifies the name of the exported PDF file. -* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. -* **Title** - Specifies the title of the exported document. -* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. -* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. - -### Export to Excel - -Invokes a corresponding dialog that allows end-users to export dashboard's data to the Excel file. The following options are available: - -![ExportToExcel_DashboardOptions_Web](../../images/img128222.png) -* **File Name** - Specifies the name of the exported Image file. -* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. -* **Include | Filters** - Allows you to include master filter values to the exported document. -* **Include | Parameters** - Allows you to include parameter values to the exported document. -* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. - -Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. - -## Exporting Dashboard Items -To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../../images/img19570.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. - -![Printing_ExportElementWeb](../../images/img19610.png) -* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. -* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. -* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. - -To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/mobile-layout.md b/dashboard-for-web/articles/web-dashboard-viewer-mode/mobile-layout.md deleted file mode 100644 index 0b6ac26ce7..0000000000 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode/mobile-layout.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -legacyId: 119662 -author: Natalia Kazakova -title: Mobile Layout ---- -# Mobile Layout - -This topic describes the Web Dashboard's mobile layout that enables you to display dashboards on mobile phones. - -![WebDashboard_MobileLayout_Main](../../images/webdashboard_mobilelayout_main131711.png) - -- [Mobile Layout's Views](#mobile-layouts-views) -- [Dashboard Items Behavior](#dashboard-items-behavior) - -> [!Note] -> You can [export](exporting.md) only dashboard items when the Web Dashboard displays dashboards on mobile phones. - -## Mobile Layout's Views - -Web Dashboard in the mobile layout consists of the following views: - -### List View - -The **List view** displays all dashboard items used in the current dashboard. The item's interactivity is disabled. Filter elements are not displayed in the List view (see [Dashboard Items Behavior](#dashboard-items-behavior)). - -![List View](../../images/wdd-mobileLayout-listView.png) - -### Item View -The **Item view** displays the selected item. Interactivity is supported. Filter elements are not displayed in the Item view (see [Dashboard Items Behavior](#dashboard-items-behavior)). - -![Item View](../../images/wdd-mobileLayout-itemView.png) -### Filter Panel -The **Filter panel** displays filters that are applied to the entire dashboard / dashboard items. Click the **Filter** button (the ![](../../images/web-dashboard-item-caption-filters-icon.png) icon) in the List view / Item view to see the filters applied to the entire dashboard / dashboard item, respectively. Click the required filter in the Filter panel to open the corresponding filter element and filter data. - -![Filter Panel](../../images/wdd-mobileLayout-filterPanel.png) ![Filter Element](../../images/wdd-mobileLayout-filterElement.png) - -## Dashboard Items Behavior - -The items listed below are displayed with the following specifics when used in the mobile layout: - -### [Grid](dashboard-items/grid.md) - -- The Grid always adjusts columns automatically to the minimum width required to completely display its content. -- Grid hides columns to adapt the content to the screen or container size. Click the ellipsis button in the Grid's row to display hidden data inside the adaptive detail row. -- The default column fit of the sparkline and bars is two times tighter then in a desktop version. -- Column resizing is disabled. - -### [Cards](dashboard-items/cards.md) - -- Cards in the mobile layout are always arranged automatically. - -### [Filter Elements](dashboard-items/filter-elements.md) - -- Filter elements are displayed only in the Filter panel and are hidden in the List and Item views. diff --git a/dashboard-for-web/toc.yml b/dashboard-for-web/toc.yml deleted file mode 100644 index 39a6d11858..0000000000 --- a/dashboard-for-web/toc.yml +++ /dev/null @@ -1,506 +0,0 @@ -items: -- name: Web Dashboard - Designer Mode - href: articles/web-dashboard-designer-mode.md - items: - - name: Create a Dashboard - href: articles/web-dashboard-designer-mode/create-a-dashboard.md - - name: Provide Data - href: articles/web-dashboard-designer-mode/provide-data.md - items: - - name: Create a New Data Source - href: articles/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md - - name: Connect to an Existing Data Source - href: articles/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md - - name: Manage Data Sources - href: articles/web-dashboard-designer-mode/provide-data/manage-data-sources.md - - name: Working with SQL Data Sources - href: articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md - items: - - name: Manage SQL Queries - href: articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md - - name: Filter Queries - href: articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md - - name: Pass Query Parameters - href: articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md - - name: Stored Procedures - href: articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md - - name: Filter Data Sources - href: articles/web-dashboard-designer-mode/provide-data/filter-data-sources.md - - name: Calculated Fields - href: articles/web-dashboard-designer-mode/provide-data/calculated-fields.md - - name: Data Inspector - href: articles/web-dashboard-designer-mode/provide-data/data-inspector.md - - name: Add Dashboard Items - href: articles/web-dashboard-designer-mode/add-dashboard-items.md - - name: Bind Dashboard Items to Data - href: articles/web-dashboard-designer-mode/bind-dashboard-items-to-data.md - items: - - name: Bind Dashboard Items to Data in the Web Dashboard - href: articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md - - name: Hidden Data Items - href: articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md - - name: Bind Dashboard Items to Data in OLAP Mode - href: articles/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md - - name: Dashboard Item Settings - href: articles/web-dashboard-designer-mode/dashboard-item-settings.md - items: - - name: Chart - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md - - name: Series - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md - - name: Panes - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md - - name: Legend - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md - - name: Axes - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md - - name: Trend Indicators - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md - - name: Orientation - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md - - name: Scatter Chart - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md - - name: Legend - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md - - name: Axes - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md - - name: Orientation - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md - - name: Labels - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md - - name: Grid - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md - - name: Columns - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md - - name: Totals - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md - - name: Column Filter - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md - - name: Pies - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md - - name: Labels - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md - - name: Style - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md - - name: Cards - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md - - name: Delta - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md - - name: Sparkline - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md - - name: Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md - - name: Cards Arrangement - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md - - name: Gauges - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md - - name: Delta - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md - - name: Gauge Scale - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md - - name: Style - href: articles/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md - - name: Pivot - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md - - name: Expanded State - href: articles/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md - - name: Choropleth Map - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md - items: - - name: Providing Maps - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md - - name: Delta - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md - - name: Map Navigation - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md - - name: Labels - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md - - name: Legend - href: articles/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md - - name: Geo Point Maps - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md - items: - - name: Map Types Overview - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md - - name: Providing Maps - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md - - name: Geo Point Map - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md - - name: Bubble Map - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md - - name: Legends - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md - - name: Pie Map - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md - - name: Pie Options - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md - - name: Coloring - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md - - name: Legends - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md - - name: Clustering - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md - - name: Map Navigation - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md - - name: Labels - href: articles/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md - - name: Range Filter - href: articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md - - name: Series - href: articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md - - name: Predefined Periods - href: articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md - - name: Date Filter - href: articles/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md - - name: Images - href: articles/web-dashboard-designer-mode/dashboard-item-settings/images.md - items: - - name: Image Overview - href: articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md - - name: Providing Images - href: articles/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md - - name: Image Settings - href: articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md - - name: Text Box - href: articles/web-dashboard-designer-mode/dashboard-item-settings/text-box.md - - name: Treemap - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap.md - items: - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md - - name: Layout - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md - - name: Grouping - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md - - name: Coloring - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md - - name: Labels - href: articles/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md - - name: Filter Elements - href: articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md - items: - - name: Filter Elements Overview - href: articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md - - name: Providing Data - href: articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md - - name: Dashboard Item Group - href: articles/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md - - name: Tab Container - href: articles/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md - - name: Data Shaping - href: articles/web-dashboard-designer-mode/data-shaping.md - items: - - name: Summarization - href: articles/web-dashboard-designer-mode/data-shaping/summarization.md - - name: Grouping - href: articles/web-dashboard-designer-mode/data-shaping/grouping.md - - name: Sorting - href: articles/web-dashboard-designer-mode/data-shaping/sorting.md - - name: Filtering - href: articles/web-dashboard-designer-mode/data-shaping/filtering.md - - name: Top N - href: articles/web-dashboard-designer-mode/data-shaping/top-n.md - - name: Formatting Data - href: articles/web-dashboard-designer-mode/data-shaping/formatting-data.md - - name: Interactivity - href: articles/web-dashboard-designer-mode/interactivity.md - items: - - name: Master Filtering - href: articles/web-dashboard-designer-mode/interactivity/master-filtering.md - - name: Drill-Down - href: articles/web-dashboard-designer-mode/interactivity/drill-down.md - - name: Neutral Filter Mode - href: articles/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md - - name: Appearance Customization - href: articles/web-dashboard-designer-mode/appearance-customization.md - items: - - name: Conditional Formatting - href: articles/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md - - name: Coloring - href: articles/web-dashboard-designer-mode/appearance-customization/coloring.md - - name: Themes - href: articles/web-dashboard-designer-mode/appearance-customization/themes.md - - name: Data Analysis - href: articles/web-dashboard-designer-mode/data-analysis.md - items: - - name: Aggregations - href: articles/web-dashboard-designer-mode/data-analysis/aggregations.md - - name: Calculations - href: articles/web-dashboard-designer-mode/data-analysis/calculations.md - - name: Dashboard Parameters - href: articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md - items: - - name: Create Dashboard Parameters - href: articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md - - name: Create Cascading Parameters - href: articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md - - name: Reference Dashboard Parameters - href: articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md - - name: Specify Parameter Values - href: articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md - - name: Expression Constants, Operators, and Functions - href: articles/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md - - name: Convert Dashboard Items - href: articles/web-dashboard-designer-mode/convert-dashboard-items.md - - name: Dashboard Layout - href: articles/web-dashboard-designer-mode/dashboard-layout.md - items: - - name: Dashboard Title - href: articles/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md - - name: Dashboard Item Caption - href: articles/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md - - name: Dashboard Items Layout - href: articles/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md - - name: Undo and Redo Operations - href: articles/web-dashboard-designer-mode/undo-and-redo-operations.md - - name: Save a Dashboard - href: articles/web-dashboard-designer-mode/save-a-dashboard.md - - name: Open a Dashboard - href: articles/web-dashboard-designer-mode/open-a-dashboard.md - - name: Exporting - href: articles/web-dashboard-designer-mode/exporting.md - - name: UI Elements - href: articles/web-dashboard-designer-mode/ui-elements.md - items: - - name: Toolbox - href: articles/web-dashboard-designer-mode/ui-elements/toolbox.md - - name: Dashboard Surface - href: articles/web-dashboard-designer-mode/ui-elements/dashboard-surface.md - - name: Dashboard Menu - href: articles/web-dashboard-designer-mode/ui-elements/dashboard-menu.md - - name: Dashboard Item Menu - href: articles/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md - - name: Data Item Menu - href: articles/web-dashboard-designer-mode/ui-elements/data-item-menu.md - - name: Designer Toolbar - href: articles/web-dashboard-designer-mode/ui-elements/designer-toolbar.md - - name: Dialogs and Wizards - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md - items: - - name: Dashboard Data Source Wizard - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md - items: - - name: Specify Data Source Settings (Database) - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md - - name: Specify Data Source Settings (JSON) - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md - - name: Specify Data Source Settings (OLAP) - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md - - name: Specify Data Source Settings (Data Fedaration) - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md - - name: Query Builder - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md - - name: Preview Data - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md - - name: Filter Editor - href: articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md -- name: Web Dashboard - Viewer Mode - href: articles/web-dashboard-viewer-mode.md - items: - - name: Data Presentation - items: - - name: 'Data Presentation Basics ' - href: articles/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md - - name: Master Filtering - href: articles/web-dashboard-viewer-mode/data-presentation/master-filtering.md - - name: Drill-Down - href: articles/web-dashboard-viewer-mode/data-presentation/drill-down.md - - name: Dashboard Layout - href: articles/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md - - name: Mobile Layout - href: articles/web-dashboard-viewer-mode/mobile-layout.md - - name: Dashboard Parameters - items: - - name: Requesting Parameter Values - href: articles/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/exporting.md - - name: Dashboard Items - href: articles/web-dashboard-viewer-mode/dashboard-items.md - items: - - name: Chart - href: articles/web-dashboard-viewer-mode/dashboard-items/chart.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md - - name: Scatter Chart - href: articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md - - name: Grid - href: articles/web-dashboard-viewer-mode/dashboard-items/grid.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md - - name: Pies - href: articles/web-dashboard-viewer-mode/dashboard-items/pies.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md - - name: Cards - href: articles/web-dashboard-viewer-mode/dashboard-items/cards.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md - - name: Gauges - href: articles/web-dashboard-viewer-mode/dashboard-items/gauges.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md - - name: Pivot - href: articles/web-dashboard-viewer-mode/dashboard-items/pivot.md - items: - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md - - name: Choropleth Map - href: articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md - - name: Geo Point Maps - href: articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md - - name: Range Filter - href: articles/web-dashboard-viewer-mode/dashboard-items/range-filter.md - items: - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md - - name: Image - href: articles/web-dashboard-viewer-mode/dashboard-items/image.md - items: - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/image/exporting.md - - name: Text Box - href: articles/web-dashboard-viewer-mode/dashboard-items/text-box.md - items: - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md - - name: Treemap - href: articles/web-dashboard-viewer-mode/dashboard-items/treemap.md - items: - - name: Data Presentation Basics - href: articles/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md - - name: Interactivity - href: articles/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md - - name: Exporting - href: articles/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md - - name: Filter Elements - href: articles/web-dashboard-viewer-mode/dashboard-items/filter-elements.md - - name: Tab Container - href: articles/web-dashboard-viewer-mode/dashboard-items/tab-container.md diff --git a/docfx.json b/docfx.json index a7a0e9e500..a360ef1d35 100644 --- a/docfx.json +++ b/docfx.json @@ -3,12 +3,8 @@ "content": [ { "files": [ - "dashboard-for-desktop/**/*.{md,yml}", - "dashboard-for-web/**/*.{md,yml}", - "interface-elements-for-desktop/**/*.{md,yml}", - "interface-elements-for-web/**/*.{md,yml}", - "reporting-for-desktop/**/*.{md,yml}", - "reporting-for-web/**/*.{md,yml}", + "eud-for-bi-dashboards/**/*.{md,yml}", + "eud-for-devexpress-reports/**/*.{md,yml}", "toc.yml", "index.md" ], @@ -22,12 +18,10 @@ "files": [ "favicon.ico", "logo.svg", - "dashboard-for-desktop/images/**", - "dashboard-for-web/images/**", - "interface-elements-for-desktop/images/**", - "interface-elements-for-web/images/**", - "reporting-for-desktop/images/**", - "reporting-for-web/images/**" + "eud-for-bi-dashboards/dashboard-for-web/images/**", + "eud-for-devexpress-reports/reporting-for-web/images/**", + "eud-for-bi-dashboards/dashboard-for-desktop/images/**", + "eud-for-devexpress-reports/reporting-for-desktop/images/**" ], "exclude": [ "_*/**" diff --git a/dashboard-for-desktop/articles/dashboard-designer.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md similarity index 97% rename from dashboard-for-desktop/articles/dashboard-designer.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md index b8060b42b2..d1f8706fb2 100644 --- a/dashboard-for-desktop/articles/dashboard-designer.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer.md @@ -6,7 +6,7 @@ legacyId: 15758 # Dashboard Designer The **Dashboard Designer** provides an intuitive UI that facilitates data binding and shaping, and layout design. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. -![MainFeatures_Designer](../images/img124547.png) +![MainFeatures_Designer](images/img124547.png) ## Creating Dashboards The following topics will guide you through the process of creating a dashboard. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md new file mode 100644 index 0000000000..3869c7c435 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/add-dashboard-items.md @@ -0,0 +1,26 @@ +--- +title: Add Dashboard Items +author: Natalia Kazakova +legacyId: 15768 +--- +# Add Dashboard Items +To create a dashboard item in the Dashboard Designer, click the corresponding button in the **Home** ribbon tab. + +![Ribbon_InsertGroup](../images/img18512.png) + +This creates an empty dashboard item, and displays the required data sections for binding this item to data (for instance, the image below displays the [Pivot](dashboard-item-settings/pivot.md) dashboard item and corresponding data sections). + +![EUDocs_CreatingDashboardItems_NewPivot](../images/img21201.png) + +Perform the following steps to design a dashboard item. +* [Bind](bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the dashboard item to data. +* Perform the required [data shaping](data-shaping.md) operations (such as grouping, sorting and filtering). +* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. +* Adjust the dashboard item's [position and size](dashboard-layout/dashboard-items-layout.md) and specify the [dashboard item caption](dashboard-layout/dashboard-item-caption.md) settings. +* Specify specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). + +After you have created and designed the dashboard item, you can create an exact copy. To do this, click the **Duplicate** button in the **Home** ribbon tab... + +![Ribbon_DuplicateDashboardItem](../images/img23150.png) + +... or use the dashboard item's context menu. To remove the dashboard item from the dashboard, use the **Delete** button or the corresponding item in the context menu. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md new file mode 100644 index 0000000000..3d50d2607e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring.md @@ -0,0 +1,54 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 17943 +--- +# Coloring +The Dashboard Designer allows you to paint dashboard item elements such as chart series points or pie segments. + +![Coloring_GlobalColors](../../images/coloring_globalcolors25370.png) + +## Supported Dashboard Items +You can paint the following [dashboard items](../dashboard-item-settings.md): + +* Chart +* Scatter Chart +* Pie +* Pie Map +* Range Filter +* Treemap + +## Color Scheme Overview +The dashboard supports two ways to color dashboard item elements: + +* A **Global Color Scheme** uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to _Wisconsin_, _Oregon_ and _Idaho_ dimension values use identical colors from the default palette. + + ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) + + For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. +* A **Local Color Scheme** uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart items that use a global scheme. + + ![common-coloring-local-scheme](../../images/common-coloring-local-scheme.png) + + For a **Local** color scheme, the dashboard reassigns palette colors when the filter state is changed. + +>[!TIP] +>**Local** colorization paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. + +## Color Measures and Dimensions +You can use predefined color modes to paint individual dimensions or all measures in a dashboard item. + +The following color settings are available: + +| Color Mode Option | Description | +|---|---| +| **Default** | Enables or disables coloring depending on the dashboard item's type. For example, for TreeMap arguments and Chart series, **Default** means **Hue**. For Chart arguments, **Default** means **None**. | +| **Hue** | Elements use different colors. | +| **None** | Elements use the same color. | + +## Documentation + +Refer to the following help topics for more information on how to configure color variation in the WinForms Designer: + +* [Coloring Concepts](coloring/coloring-concepts.md) +* [Customizing a Color Scheme](coloring/customizing-a-color-scheme.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/coloring-concepts.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md similarity index 76% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/coloring-concepts.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md index 14031de6ff..fb9feb70c1 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/coloring-concepts.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/coloring-concepts.md @@ -23,15 +23,15 @@ You can disable default color variation for dashboard item elements. If you add a [TreeMap](../../dashboard-item-settings/treemap.md) to a dashboard, individual elements (titles) use different colors: -![win-coloring-treemap-default](../../../../images/win-coloring-treemap-default.png) +![win-coloring-treemap-default](../../../images/win-coloring-treemap-default.png) _State_ values (Arguments) use different colors. To disable color variation, go to the Argument settings and select **Color by | None**. -![win-coloring-treemap-none](../../../../images/win-coloring-treemap-none.png) +![win-coloring-treemap-none](../../../images/win-coloring-treemap-none.png) Add a [Chart](../../dashboard-item-settings/chart.md) with the same Argument and Value as in the TreeMap: -![win-coloring-treemap-chart-none](../../../../images/win-coloring-treemap-chart-none.png) +![win-coloring-treemap-chart-none](../../../images/win-coloring-treemap-chart-none.png) Note that **Default** means **None** for chart arguments. @@ -41,16 +41,16 @@ You can enable colors in previously added Treemap and Chart items. Set the TreeMap's color mode to **Default** or **Hue**: -![win-coloring-chart-none-treemap-hue](../../../../images/win-coloring-chart-none-treemap-hue.png) +![win-coloring-chart-none-treemap-hue](../../../images/win-coloring-chart-none-treemap-hue.png) -In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation by hue is enabled. +In the Chart settings, move _State_ from Arguments to Series. **Default** now means **Hue** in this new context. The coloring indicator (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation by hue is enabled. -![win-coloring-chart-treemap-hue](../../../../images/win-coloring-chart-treemap-hue.png) +![win-coloring-chart-treemap-hue](../../../images/win-coloring-chart-treemap-hue.png) Add _Category_ as a chart argument and switch to 100% Stacked View: -![win-coloring-full-stacked-chart](../../../../images/win-coloring-full-stacked-chart.png) +![win-coloring-full-stacked-chart](../../../images/win-coloring-full-stacked-chart.png) ## Use Global Color Scheme @@ -58,18 +58,18 @@ The same _State_ data items use identical colors. Dashboard constructs a **Globa Add a [Range Filter](../../dashboard-item-settings/range-filter.md) with the following settings: -![win-coloring-range-filter](../../../../images/win-coloring-range-filter.png) +![win-coloring-range-filter](../../../images/win-coloring-range-filter.png) Corresponding _State_ fields are painted with the same colors, so you can associate and compare data from all dashboard items. This happens because all items use **Global Colors** (the default setting). You can see the switch to **Global Colors** in the Ribbon. Click **Edit Colors** to modify the colors used in the palette: -![win-coloring-custom-color](../../../../images/win-coloring-custom-color.png) +![win-coloring-custom-color](../../../images/win-coloring-custom-color.png) > [!NOTE] > The dashboard uses the default palette. This palette contains 20 unique colors to paint dimension values/measures. For more information on how to change default colors or create a new color table, refer to the following help topic: [Customizing a Color Scheme](customizing-a-color-scheme.md). This is how the Dashboard appears after you change the color for *Georgia* in the palette: -![win-dashboard-with-global-color-scheme](../../../../images/win-dashboard-with-global-color-scheme.png) +![win-dashboard-with-global-color-scheme](../../../images/win-dashboard-with-global-color-scheme.png) ## Use Local Color Scheme @@ -77,11 +77,11 @@ If you want to use an independent set of colors in the selected dashboard item, You can see the Treemap's arguments that use colors from the **Local Color Scheme**: -![win-coloring-treemap-local-color-scheme](../../../../images/win-coloring-treemap-local-color-scheme.png) +![win-coloring-treemap-local-color-scheme](../../../images/win-coloring-treemap-local-color-scheme.png) Colors modified in the local color scheme do not affect items that use the global color scheme. The following image shows a custom color for _Georgia_ in the Treemap: -![win-coloring-treemap-local-color-scheme-custom-color](../../../../images/win-coloring-treemap-local-color-scheme-custom-color.png) +![win-coloring-treemap-local-color-scheme-custom-color](../../../images/win-coloring-treemap-local-color-scheme-custom-color.png) ## Dashboard Item Color Mode Specifics diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md similarity index 82% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md index 486131de95..d226f3a2f2 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md @@ -14,18 +14,18 @@ The Dashboard Designer provides the capability to edit colors contained in [glob To edit colors, use the **Color Scheme** dialog. You can invoke this dialog in the following ways. * To edit colors in a global color scheme, use the **Edit Colors** button in the **Home** ribbon tab or the **Edit Colors** button in the dashboard item's **Design** tab. - ![Dashboard_EditColors_Ribbon](../../../../images/img25387.png)![DashboardItem_EditColors_Ribbon](../../../../images/img25388.png) + ![Dashboard_EditColors_Ribbon](../../../images/img25387.png)![DashboardItem_EditColors_Ribbon](../../../images/img25388.png) * To edit colors in a local color scheme, use the **Edit Colors** button in the contextual **Design** ribbon tab. - ![DashboardItem_EditLocalColors_Ribbon](../../../../images/img25449.png) + ![DashboardItem_EditLocalColors_Ribbon](../../../images/img25449.png) Lets consider a Chart dashboard item whose dimensions and measures are colored by hue using local colors. -![Chart_ColorByHueAll](../../../../images/img25392.png) +![Chart_ColorByHueAll](../../../images/img25392.png) For this dashboard item, the **Color Scheme** dialog will contain combinations of all dimension values and a specific measure. -![LocalColorSchemeDialog](../../../../images/img25394.png) +![LocalColorSchemeDialog](../../../images/img25394.png) In this dialog, you can perform the following actions. * [Edit automatically assigned colors](#edit-colors) or specify new colors. @@ -36,35 +36,35 @@ In this dialog, you can perform the following actions. You can customize automatically assigned colors in several ways. * To retain the automatically assigned color for the selected value, right-click the required value in the **Value** column and select **Retain this color**. - ![RetainThisColor](../../../../images/img25395.png) + ![RetainThisColor](../../../images/img25395.png) This reserves the current palette color for the selected value. * You can select another palette color by clicking the required cell in the **Color** column. - ![SelectPaletteColor](../../../../images/img25396.png) + ![SelectPaletteColor](../../../images/img25396.png) * To specify a custom color, click **More Colors...** and pick any color using the RGB or HSB color model in the invoked **Select Color** dialog. - ![SelectColorDialog](../../../../images/img25397.jpeg) + ![SelectColorDialog](../../../images/img25397.jpeg) You can reset the customized color for the selected value using the **Reset** menu item. -![ResetColor](../../../../images/img25407.png) +![ResetColor](../../../images/img25407.png) ## Add a New Value The **Color Scheme** dialog allows you adding a new value with the specified color to the selected color table. To do this, click the **New Value...** button. -![NewValueDialog](../../../../images/img25403.png) +![NewValueDialog](../../../images/img25403.png) In the invoked **New Value** dialog, specify the dimension values, add the required measures and click **OK**. This creates a new value whose color can be specified as described in [Edit Colors](#edit-colors). You can remove manually added values using the **Remove** context menu item. -![RemoveColor](../../../../images/img25405.png) +![RemoveColor](../../../images/img25405.png) ## Add a New Color Table The **Color Scheme** dialog also allows you to add a new color table containing values whose colors are not yet assigned. To do this, click **New Color Table...** button. -![NewColorTableDialog](../../../../images/img25408.png) +![NewColorTableDialog](../../../images/img25408.png) In the invoked dialog, specify the data source, add the required dimensions and enable the **'MeasureNames' Dimension** check-box if you need to add measures to a color table. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md new file mode 100644 index 0000000000..dfd8c0beae --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting.md @@ -0,0 +1,103 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114184 +--- +# Conditional Formatting +The Dashboard Designer control supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. + +![BlogDashboard_ConditionalFormatting](../../images/img118090.png) + +## Format Rules +Comparison rules used in conditional formatting can be categorized as follows: +* [Value](conditional-formatting/value.md) - Compares static values (Greater Than, Less Than, Between, etc.). +* [Top-Bottom](conditional-formatting/top-bottom.md) - Highlights a specific number of top/bottom values (Top N, Bottom N). +* [Average](conditional-formatting/average.md) - Highlights values above or below the average value. +* [A Date Occurring](conditional-formatting/a-date-occurring.md) - Highlights date-time values that are within a specified interval. +* [Expression](conditional-formatting/expression.md) - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. +* [Icon Ranges](conditional-formatting/icon-ranges.md) - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. +* [Color Ranges](conditional-formatting/color-ranges.md) - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. +* [Gradient Ranges](conditional-formatting/gradient-ranges.md) - Apply formatting using gradient color scales. +* [Bar](conditional-formatting/bar.md) - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. +* [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) - Visualize numeric values as bars. Values within a range display a specific color. +* [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) - Visualize numeric values as bars. Values within a range display a specific bar gradient. + +Format conditions that can be applied to different data item types are as follows: +* numeric + * [Value](conditional-formatting/value.md) + * [Top-Bottom](conditional-formatting/top-bottom.md) + * [Average](conditional-formatting/average.md) + * [Expression](conditional-formatting/expression.md) + * [Icon Ranges](conditional-formatting/icon-ranges.md) + * [Color Ranges](conditional-formatting/color-ranges.md) + * [Gradient Ranges](conditional-formatting/gradient-ranges.md) + * [Bar](conditional-formatting/bar.md) + * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](conditional-formatting/expression.md) +* date-time + * [Value](conditional-formatting/value.md) + * [A Date Occurring](conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](conditional-formatting/expression.md) + * [Icon Ranges](conditional-formatting/icon-ranges.md) + * [Color Ranges](conditional-formatting/color-ranges.md) + * [Gradient Ranges](conditional-formatting/gradient-ranges.md) + * [Bar](conditional-formatting/bar.md) + * [Bar Color Ranges](conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + + ![EditRules_Ribbon](../../images/editrules_ribbon118564.png) + + This action invokes the [Edit Rules](#the-edit-rules-dialog) dialog where you can create a new format rule or manage rules applied to the dashboard item. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + + ![](../../images/editrulesmenuitem118590.png) + + The **Add Format Rule** option invokes the pop-up menu where you can select the format rule and format condition's type for a new rule. + + When you click **Edit Rules**, the [Edit Rules](#the-edit-rules-dialog) dialog appears. You can edit all created format rules for the selected data item in the dialog. + + The **Clear Rules** button clears the rules for the specified data item. + +## The Edit Rules Dialog + +The **Edit Rules** dialog contains format rules applied to the dashboard item: + +![edit_rules_dialog](../../images/editrulesdialog118565.png) + +You can manage format rules in the dialog in the following ways: + +|Action | Description| +|----|-----| +|Edit the selected rule|Use the **Edit** button or double-click the rule. | +|Delete the selected rule|Use the **Delete** button. | +|Reorder format rules|Use the **Up** and **Down** buttons (![EditRules_UpButton](../../images/img118698.png) and ![EditRules_DownButton](../../images/img118699.png) icons). You can reorder rules to specify their priority. Rules are applied from top to bottom. The bottom rule has the highest priority. | +|Enable/disable a rule|Use the corresponding check box in the left column. | +|Create a new rule|Click the **Add** button and select the format condition. The **calculated by** combo box allows you to select the measure/dimension that is used to calculate the format rule. For Card, when you create a rule for delta, specify the delta type whose values are used to calculate a condition in the **using** combo box. | +|Filter format rules by the specified data item| Use the **Filter by** combo box. | + +The **Add** button invokes a pop-up menu where you can specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. + +![rule_manager](../../images/win-conditional-formatting-card-rule-manager.png) + +The image below displays the **Greater Than** dialog, which corresponds to the [Value](conditional-formatting/value.md) format condition for a [Grid](../dashboard-item-settings/grid.md) dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. + + ![GreaterThanDialog](../../images/img118555.png) +## Dashboard Items Specific + +Refer to the following topics for more information about specific format rule settings: +* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) +* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) +* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) +* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) +* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) + diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md similarity index 94% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md index 854450a9ef..cbe87c8613 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md @@ -8,11 +8,11 @@ A Date Occurring format condition allows you to highlight date-time values that To format values according the Date Occurring condition, click the menu button of the required dimension and select **Add Format Rule | A Date Occurring**. -![DateOccurringCondition_Menu](../../../../images/img118796.png) +![DateOccurringCondition_Menu](../../../images/img118796.png) This invokes the **A Date Occurring** dialog that allows you to select a date-time interval(s) whose value should be formatted. -![DateOccurringFormatCondition](../../../../images/img118593.png) +![DateOccurringFormatCondition](../../../images/img118593.png) The following intervals are supported. * **Is beyond this year** - Dates that follow the current year. diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/average.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md similarity index 89% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/average.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md index 524742065f..22b9b86a94 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/average.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/average.md @@ -11,9 +11,9 @@ The following condition types are supported for measures: The "Above Average"/"Above or Equal Average" format conditions allow you to apply formatting to elements whose values are above/above or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are above average (~ 141 000) filled in green. - ![AboveAverageCondition](../../../../images/img118647.png) + ![AboveAverageCondition](../../../images/img118647.png) * **Below Average/Below or Equal Average** The "Below Average"/"Below or Equal Average" format conditions allow you to apply formatting to elements whose values are below/below or equal to the average. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ values that are below average (~ 141 000) filled in red. - ![BelowAverageCondition](../../../../images/img118648.png) \ No newline at end of file + ![BelowAverageCondition](../../../images/img118648.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md similarity index 84% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md index a3728f1c63..72414e16d9 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md @@ -8,11 +8,11 @@ Bar Color Ranges allow you to visualize numeric values using bars whose colors a To format values according the required condition, click the data item menu button, select **Add Format Rule | Bar Color Ranges** and choose the required color set. -![BarColorRanges_Menu](../../../../images/img120036.png) +![BarColorRanges_Menu](../../../images/img120036.png) This invokes the **Color Range Bar** dialog containing the set of value ranges and corresponding colors. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. -![ConditionalFormatting_ColorRangeBarDialog](../../../../images/img120018.png) +![ConditionalFormatting_ColorRangeBarDialog](../../../images/img120018.png) This dialog allows you to change the following options specific to Bar Color Ranges. * The **Format Style** combo box allows you to change the color set used to apply formatting. @@ -22,18 +22,18 @@ This dialog allows you to change the following options specific to Bar Color Ran > Note that this option is not available for numeric dimensions. * To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. - ![BarColorRangeDialog_ChangeAppearance](../../../../images/img120019.png) + ![BarColorRangeDialog_ChangeAppearance](../../../images/img120019.png) Select **No Style** to disable the indication for the required range. * You can change range boundaries by specifying the required values. - ![ColorRangeSetDialog_ChangeRangeStop](../../../../images/img118669.png) + ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) > [!NOTE] > Note that a new value should fall into a range between corresponding values of the previous and next range. * To change the comparison logic for the required range, click the comparison sign and select the required option. - ![ColorRangeSetDialog_ChangeComparisonLogic](../../../../images/img118670.png) + ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) The _greater or equal_ sign includes the smallest value for the current interval, while the _greater_ sign excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md index e2f026d5a4..2f619542de 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md @@ -8,11 +8,11 @@ The Bar Gradient Ranges allow you to visualize numeric values using bars whose c To format values according the required condition, click the measure menu button, select **Add Format Rule | Bar Gradient Ranges** and choose the required color gradient. -![BarGradientRanges_Menu](../../../../images/img120037.png) +![BarGradientRanges_Menu](../../../images/img120037.png) This invokes the **Bar Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. -![BarGradientRangesDialog](../../../../images/img120023.png) +![BarGradientRangesDialog](../../../images/img120023.png) This dialog allows you to change the following options specific to Bar Gradient Ranges. * **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. @@ -22,17 +22,17 @@ This dialog allows you to change the following options specific to Bar Gradient > Note that this option is not available for numeric dimensions. * To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. - ![GradientRangeDialog_ChangeColor](../../../../images/img118677.png) + ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. * You can change range boundaries by specifying the required values. - ![GradientRangeDialog_ChangeRangeStop](../../../../images/img118678.png) + ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) > [!NOTE] > Note that a new value should fall into a range between corresponding values of the previous and next range. * To change the comparison logic for the required range, click the comparison sign and select the required option. - ![GradientRangeDialog_ChangeComparisonLogic](../../../../images/img118679.png) + ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) The _greater or equal_ sign includes the smallest value in the current interval while the _greater_ sign excludes the smallest value from the current interval and includes it in the next interval. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md similarity index 93% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md index be007541fa..6832738edb 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/bar.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/bar.md @@ -8,11 +8,11 @@ The **Bar** format condition allows you to visualize numeric values using bars. To format values according to the Bar condition, click the menu button of the required data item and select **Add Format Rule | Bar**. -![AddFormatRule_ValueItem](../../../../images/img118549.png) +![AddFormatRule_ValueItem](../../../images/img118549.png) This invokes the **Bar** dialog that allows you to specify the required settings. For instance, the following image displays a **Grid** dashboard item whose _Extended Price_ cell contains data bars corresponding to numeric values. -![BarConditionDialog](../../../../images/img120026.png) +![BarConditionDialog](../../../images/img120026.png) This dialog allows you to change the following options specific to the Bar format condition. * By default, lengths of the shortest and longest bars correspond to minimum and maximum values, respectively. If necessary, you can specify values corresponding to the shortest and longest bars manually. To do this, change the type of minimum/maximum value from **Automatic** to **Number** or **Percent**, and specify the required values. diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md index 2ee1ecdd56..b9815ad0ac 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md @@ -8,11 +8,11 @@ Color Ranges allow you to use predefined sets of colors to apply conditional for To format values according the required condition, click the data item menu button, select **Add Format Rule | Color Ranges** and choose the required icon set. -![ColorRanges_Menu](../../../../images/img118665.png) +![ColorRanges_Menu](../../../images/img118665.png) This invokes the **Range Set** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 colors. -![ColorRangeSetDialog](../../../../images/img118666.png) +![ColorRangeSetDialog](../../../images/img118666.png) This dialog allows you to change the following options specific to Icon Ranges. * The **Format Style** combo box allows you to change the color set used to apply formatting. @@ -22,18 +22,18 @@ This dialog allows you to change the following options specific to Icon Ranges. > Note that this option is not available for date-time dimensions. * To change the appearance settings applied to values corresponding to the specified range, click the button next to the required color and select a new color or specify custom appearance settings. To learn how to specify custom settings, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. - ![ColorRangeSetDialog_ChangeAppearance](../../../../images/img118667.png) + ![ColorRangeSetDialog_ChangeAppearance](../../../images/img118667.png) Select **No Style** to disable the indication for the required range. * You can change range boundaries by specifying the required values. - ![ColorRangeSetDialog_ChangeRangeStop](../../../../images/img118669.png) + ![ColorRangeSetDialog_ChangeRangeStop](../../../images/img118669.png) > [!NOTE] > Note that a new value should fall into a range between corresponding values of the previous and next range. * To change the comparison logic for the required range, click the comparison sign and select the required option. - ![ColorRangeSetDialog_ChangeComparisonLogic](../../../../images/img118670.png) + ![ColorRangeSetDialog_ChangeComparisonLogic](../../../images/img118670.png) The _greater or equal_ sign includes the smallest value for the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/expression.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md similarity index 86% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/expression.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md index c1dcdd8902..54711e11e5 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/expression.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/expression.md @@ -8,10 +8,10 @@ An Expression format condition allows you to use complex conditions to apply for To format values according to the Expression condition, click the menu button of the required data item and select **Add Format Rule | Expression**. -![AddFormatRule_ValueItem](../../../../images/img118549.png) +![AddFormatRule_ValueItem](../../../images/img118549.png) This invokes the **Expression** dialog that allows you to specify the required expression. For instance, the following image displays a **Grid** dashboard item whose rows are filled in green if the Extended Price/Quantity values are greater than 150 000 and 7 500, respectively. -![FormatConditionExpressionDialog](../../../../images/img118595.png) +![FormatConditionExpressionDialog](../../../images/img118595.png) You can pass static values when creating conditions or pass a dashboard parameter to apply conditional formatting dynamically. To learn more, see [Passing Parameter Values](../../data-analysis/using-dashboard-parameters/passing-parameter-values.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md similarity index 86% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md index 26444b6fd1..0bb9d3a7fd 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md @@ -8,11 +8,11 @@ Gradient Ranges allow you to use predefined color gradients to apply conditional To format values according the required condition, click the measure menu button, select **Add Format Rule | Color Ranges** and choose the required color gradient. -![GradientRanges_Menu](../../../../images/img118675.png) +![GradientRanges_Menu](../../../images/img118675.png) This invokes the **Gradient Ranges** dialog containing the set of value ranges and corresponding appearance settings. The Grid dashboard item on the right displays the default formatting applied using the predefined Red-Blue gradient. -![GradientRangeDialog](../../../../images/img118676.png) +![GradientRangeDialog](../../../images/img118676.png) This dialog allows you to change the following options specific to Gradient Ranges. * **Number of ranges** allows you to specify the number of ranges used to classify values. Click the **Generate Ranges** button to generate a new gradient scale according to the specified number of ranges. @@ -22,17 +22,17 @@ This dialog allows you to change the following options specific to Gradient Rang > Note that this option is not available for date-time dimensions. * To change the specific color in the gradient, click the button next to the required color and select a new color or specify a custom background color. This allows you to create a color gradient based on more than two colors. In this case, the specified colors are marked with an empty square. - ![GradientRangeDialog_ChangeColor](../../../../images/img118677.png) + ![GradientRangeDialog_ChangeColor](../../../images/img118677.png) To learn how to specify a custom color, see the **Specify Appearance Settings** paragraph in the [Conditional Formatting](../conditional-formatting.md) topic. * You can change range boundaries by specifying the required values. - ![GradientRangeDialog_ChangeRangeStop](../../../../images/img118678.png) + ![GradientRangeDialog_ChangeRangeStop](../../../images/img118678.png) > [!NOTE] > Note that a new value should fall into a range between corresponding values of the previous and next range. * To change the comparison logic for the required range, click the comparison sign and select the required option. - ![GradientRangeDialog_ChangeComparisonLogic](../../../../images/img118679.png) + ![GradientRangeDialog_ChangeComparisonLogic](../../../images/img118679.png) The _greater or equal_ sign includes the smallest value in the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md similarity index 84% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md index c350c680e6..00960c918f 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md @@ -8,11 +8,11 @@ Icon Ranges allow you to use predefined or custom sets of icons to apply conditi To format values according the required condition, click the data item menu button, select **Add Format Rule | Icon Ranges** and choose the required icon set. -![IconRanges_Menu](../../../../images/img118653.png) +![IconRanges_Menu](../../../images/img118653.png) This invokes the **Range Set** dialog containing the set of value ranges and corresponding icons. The Grid dashboard item on the right displays the default formatting applied using the predefined set of 3 icons. -![IconRangeSetDialog](../../../../images/img118654.png) +![IconRangeSetDialog](../../../images/img118654.png) This dialog allows you to change the following options specific to Icon Ranges. * The **Format Style** combo box allows you to change the icon set used to apply formatting. @@ -22,18 +22,18 @@ This dialog allows you to change the following options specific to Icon Ranges. > Note that this option is not available for date-time dimensions. * To change the icon displayed for values corresponding to the specified range, click the button next to the required icon and select a new icon. - ![IconRangeSetDialog_ChangeIcon](../../../../images/img118656.png) + ![IconRangeSetDialog_ChangeIcon](../../../images/img118656.png) Select **No Style** to disable the indication for the required range. * You can change range boundaries by specifying the required values. - ![IconRangeSetDialog_ChangeRangeStop](../../../../images/img118657.png) + ![IconRangeSetDialog_ChangeRangeStop](../../../images/img118657.png) > [!NOTE] > Note that a new value should fall into a range between corresponding values of the previous and next range. * To change the comparison logic for the required range, click the comparison sign and select the required option. - ![IconRangeSetDialog_ChangeComparisonLogic](../../../../images/img118658.png) + ![IconRangeSetDialog_ChangeComparisonLogic](../../../images/img118658.png) The _greater or equal_ sign includes the smallest value of the current interval while the _greater_ sigh excludes the smallest value from the current interval and includes it in the next interval. * Use the **Add** and **Delete** buttons to add new ranges or delete the selected range respectively. Note that new range is added below the selected range. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md similarity index 87% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md index ad435948d1..474b6670eb 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md @@ -11,9 +11,9 @@ The following condition types are supported for measures: The "Top N" format condition allows you to apply formatting to elements whose values are ranked at the top. For instance, the following image displays a Grid dashboard item whose top 3 _Extended Price_ values filled in green. - ![TopNFormatCondition](../../../../images/img118645.png) + ![TopNFormatCondition](../../../images/img118645.png) * **Bottom N** The "Bottom N" format condition allows you to apply formatting to elements whose values are ranked at the bottom. For instance, the following image displays a Grid dashboard item whose bottom 40 percent _Extended Price_ values are filled in red. - ![BottomNFormatCondition](../../../../images/img118646.png) \ No newline at end of file + ![BottomNFormatCondition](../../../images/img118646.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/value.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md similarity index 89% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/value.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md index a74d347a8a..7034d1b356 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/conditional-formatting/value.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/conditional-formatting/value.md @@ -11,34 +11,34 @@ The following condition types are supported for measures or date-time dimensions The "Greater Than"/"Greater Than or Equal To" format conditions allow you to apply formatting to elements whose values are greater than/greater than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in green if their values are Greater Than 150 000. - ![GreaterThanCondition](../../../../images/img118591.png) + ![GreaterThanCondition](../../../images/img118591.png) This format condition can be applied to measures or date-time dimensions. * **Less Than/Less Than or Equal To** The "Less Than"/"Less Than or Equal To" format conditions allow you to apply formatting to elements whose values are less than/less than or equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in red if their values are Less Than 150 000. - ![LessThanCondition](../../../../images/img118635.png) + ![LessThanCondition](../../../images/img118635.png) This format condition can be applied to measures or date-time dimensions. * **Equal To/Not Equal To** The "Equal To"/"Not Equal To" format conditions allow you to apply formatting to elements whose values are equal to/not equal to the specified value. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are filled in blue if their values are equal to 'Robert King'. - ![EqualToCondition](../../../../images/img118636.png) + ![EqualToCondition](../../../images/img118636.png) This format condition can be applied to measures, string or date-time dimensions. * **Between/Not Between** The "Between"/"Not Between" format conditions allow you to apply formatting to elements whose values are between/not between the specified values. For instance, the following image displays a Grid dashboard item whose _Extended Price_ cells are filled in orange if their values are Between 100 000 and 200 000. - ![BetweenCondition](../../../../images/img118637.png) + ![BetweenCondition](../../../images/img118637.png) This format condition can be applied to measures or date-time dimensions. * Text That Contains The "Text That Contains" format condition allows you to apply formatting to elements whose values contain the specified text. For instance, the following image displays a Grid dashboard item whose _Sales Person_ cells are in cyan if their values contain the 'An' text. - ![TextContainsCondition](../../../../images/img118638.png) + ![TextContainsCondition](../../../images/img118638.png) This format condition can be applied to measures, string or date-time dimensions. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/appearance-customization/data-display-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/appearance-customization/data-display-formatting.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/appearance-customization/data-display-formatting.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/automatic-and-manual-updates.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md similarity index 88% rename from dashboard-for-desktop/articles/dashboard-designer/automatic-and-manual-updates.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md index a042766271..b63ed3c52b 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/automatic-and-manual-updates.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/automatic-and-manual-updates.md @@ -8,15 +8,15 @@ When you perform a data-aware operation in the Dashboard Designer (for instance, Automatic updates are enabled by default and can be managed using the **Automatic Updates** button in the **Home** ribbon tab. -![AutomaticUpdatesButton_Ribbon](../../images/img121079.png) +![AutomaticUpdatesButton_Ribbon](../images/img121079.png) -Click this button to disable automatic updates. In this case, the dashboard item will not be updated automatically according to each change. Imagine that you have a Grid dashboard item containing the [dimension](dashboard-item-settings/grid/columns/dimension-column.md) and [measure](dashboard-item-settings/grid/columns/measure-column.md) columns. If you change the [sort order](data-shaping/sorting.md) of the _Sales Person_ column or change the [summary type](data-shaping/summarization.md) of the _Extended Price_ column, the Grid will be shaded and will display the ![UpdateCaptionIcon](../../images/img121080.png) icon within its caption. +Click this button to disable automatic updates. In this case, the dashboard item will not be updated automatically according to each change. Imagine that you have a Grid dashboard item containing the [dimension](dashboard-item-settings/grid/columns/dimension-column.md) and [measure](dashboard-item-settings/grid/columns/measure-column.md) columns. If you change the [sort order](data-shaping/sorting.md) of the _Sales Person_ column or change the [summary type](data-shaping/summarization.md) of the _Extended Price_ column, the Grid will be shaded and will display the ![UpdateCaptionIcon](../images/img121080.png) icon within its caption. -![AutomaticUpdates_Grid_Main](../../images/img121081.png) +![AutomaticUpdates_Grid_Main](../images/img121081.png) This indicates that this dashboard item requires the update to reflect changes. To update the Grid manually, click the **Update** button in the **Home** ribbon tab. -![UpdateButton_Ribbon](../../images/img121082.png) +![UpdateButton_Ribbon](../images/img121082.png) Note that the state of the **Automatic Updates** option is saved to the [dashboard XML definition](save-a-dashboard.md) but affects only the Dashboard Designer. diff --git a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md new file mode 100644 index 0000000000..bd71a27548 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md @@ -0,0 +1,23 @@ +--- +title: Bind Dashboard Items to Data in OLAP mode +author: Natalia Kazakova +legacyId: 15771 +--- +# Bind Dashboard Items to Data in OLAP mode +In **OLAP** mode, the cube schema is fetched automatically, and the [Data Source Browser](../ui-elements/data-source-browser.md) displays the entire OLAP cube structure. + +![ProvidingData_OLAP_DataSourceBrowser](../../images/img19751.png) + +To visualize data from the OLAP cube, [drag-and-drop](bind-dashboard-items-to-data.md) measures, attributes or hierarchies onto the appropriate data sections in the **DATA ITEMS** area. + +Note that OLAP measures can only be placed in the **Values** section, while dimension attributes and hierarchies can only be placed in other data sections. + +> [!NOTE] +> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. + +OLAP hierarchies allow you to customize each level separately. To access hierarchy level options, invoke the data item menu for the hierarchy and then use the submenu that corresponds to the desired level. + +![ProvidingData_OLAP_Hierarchy](../../images/img19757.png) + +> [!NOTE] +> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md similarity index 88% rename from dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md index 95ae60e788..3048382b0d 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md @@ -1,82 +1,82 @@ ---- -title: Bind Dashboard Items to Data -author: Natalia Kazakova -legacyId: 15769 ---- -# Bind Dashboard Items to Data -This topic explains how to bind the newly [created](../add-dashboard-items.md) dashboard item to [data source](../provide-data.md) fields, to display data. -* [Binding Concepts](#binding-concepts) -* [Create Binding](#create-binding) -* [Modify Binding](#modify-binding) -* [Clear Binding](#clear-binding) - -## Binding Concepts -To bind dashboard items to data in the Dashboard Designer, the [DATA ITEMS](../ui-elements/data-items-pane.md) pane is used. - -![DataItemPane](../../../images/img18516.png) - -Each dashboard item type has a specific set of **data sections**, such as _Values_, _Arguments_ and _Series_ in the chart, _Columns_ and _Sparklines_ in the grid, and _Values_, _Columns_ and _Rows_ in the pivot grid. -Each data section corresponds to a particular dashboard item area or element, and should be mapped to data to be displayed within this area/element. - -Mapping is performed using **data items** - objects that are used to bind a dashboard item to data source fields. Data items are used to link the dashboard item to the required data source fields and, thus, visualize data within the dashboard item. - -Another key concept in data binding is the **data item container**, which represents a set of data items. It can contain either a single data item or multiple data items, and allows you to specify various options related to how a [specific dashboard item](../dashboard-item-settings.md) visualizes data. - -![DataItemsPane_VisualElements_Binding](../../../images/img22871.png) - -The data item can process data in two ways - as **dimensions** or **measures**. This depends on the data section to which the data item is assigned, and the type of the data item container. -* **dimension** - a data item whose values are not intended to be summarized. - - These values can be of any type - string, date-time or numeric. In any case, the dashboard does not summarize the dimension values, but groups identical values. - You can perform [grouping](../data-shaping/grouping.md), [sorting](../data-shaping/sorting.md), or display the [top](../data-shaping/top-n.md) values for the dimension values. - - You can also customize [data format](../data-shaping/formatting-data.md) settings for numeric and date-time values. To access the data shaping settings, use the data item's _menu button_. - - ![DataItem_MenuButton_Dimension](../../../images/img22876.png) - - For instance, dimensions are used to provide data for the chart argument axis, pivot grid column and row headers. -* **measure** - a data item whose values are summarized before they are used in the dashboard. - - These values can be of any type - numeric, date-time or string. In any case, the dashboard will calculate an appropriate [summary](../data-shaping/summarization.md) function against measure values. You can also customize the [data format](../data-shaping/formatting-data.md) settings that affect how summary values are displayed. To access these settings, use the data item's _menu button_. - - ![DataItem_MenuButton](../../../images/img22875.png) - - For example, measures are used to provide data for the chart's Y-axis, and to calculate pivot cell values. - -Specific data sections display _Options buttons_ for each data item container. -Use these buttons to invoke a dialog that allows you to specify the settings of this data item container. These settings affect how a particular dashboard item's area/element displays the provided data. - -![DataItemContainer_OptionsButtons](../../../images/img22877.png) - -## Create Binding -The DATA ITEMS pane displays data sections of the selected dashboard item. It can be used to add, rearrange or remove data items. - -To bind a dashboard item to data, select the dashboard item. Then choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the DATA ITEMS pane. - -![DataItemsPane_DragField](../../../images/img22865.png) - -You can remove the data item by dragging it outside the DATA ITEMS pane. - -To learn how to bind a specific dashboard item to data, see the **Providing Data** topic for the required [dashboard item](../dashboard-item-settings.md). - -To rename the data item, click its menu button and select **Rename**, to invoke the **Rename Data Item** dialog. - -![DataItems_RenameDataItem](../../../images/img22878.png) - -## Modify Binding -You can modify data binding by dragging data item containers within a data section. To do this, drag the data item container to the required position. - -![DataItemsPane_ModifyDataBinding](../../../images/img22873.png) - -You can also modify data binding by dragging data items within the DATA ITEMS pane. This action has the following specifics. -* If you drag the data item to a new position, the settings specified for the corresponding data item container will be restored to the default values. -* If you drag the data item to an existing data item placeholder, the settings of the corresponding data item container will be applied. - -## Clear Binding -To remove all data items for a selected dashboard item, use the **Remove Data Items** button in the **Home** ribbon tab. - -![DataItemsPane_RemoveDataItems](../../../images/img23146.png) - -You can also do this via the dashboard item's context menu. - -![DashboardItemMenu_RemoveDataItems](../../../images/img23148.png) \ No newline at end of file +--- +title: Bind Dashboard Items to Data +author: Natalia Kazakova +legacyId: 15769 +--- +# Bind Dashboard Items to Data +This topic explains how to bind the newly [created](../add-dashboard-items.md) dashboard item to [data source](../provide-data.md) fields, to display data. +* [Binding Concepts](#binding-concepts) +* [Create Binding](#create-binding) +* [Modify Binding](#modify-binding) +* [Clear Binding](#clear-binding) + +## Binding Concepts +To bind dashboard items to data in the Dashboard Designer, the [DATA ITEMS](../ui-elements/data-items-pane.md) pane is used. + +![DataItemPane](../../images/img18516.png) + +Each dashboard item type has a specific set of **data sections**, such as _Values_, _Arguments_ and _Series_ in the chart, _Columns_ and _Sparklines_ in the grid, and _Values_, _Columns_ and _Rows_ in the pivot grid. +Each data section corresponds to a particular dashboard item area or element, and should be mapped to data to be displayed within this area/element. + +Mapping is performed using **data items** - objects that are used to bind a dashboard item to data source fields. Data items are used to link the dashboard item to the required data source fields and, thus, visualize data within the dashboard item. + +Another key concept in data binding is the **data item container**, which represents a set of data items. It can contain either a single data item or multiple data items, and allows you to specify various options related to how a [specific dashboard item](../dashboard-item-settings.md) visualizes data. + +![DataItemsPane_VisualElements_Binding](../../images/img22871.png) + +The data item can process data in two ways - as **dimensions** or **measures**. This depends on the data section to which the data item is assigned, and the type of the data item container. +* **dimension** - a data item whose values are not intended to be summarized. + + These values can be of any type - string, date-time or numeric. In any case, the dashboard does not summarize the dimension values, but groups identical values. + You can perform [grouping](../data-shaping/grouping.md), [sorting](../data-shaping/sorting.md), or display the [top](../data-shaping/top-n.md) values for the dimension values. + + You can also customize [data format](../data-shaping/formatting-data.md) settings for numeric and date-time values. To access the data shaping settings, use the data item's _menu button_. + + ![DataItem_MenuButton_Dimension](../../images/img22876.png) + + For instance, dimensions are used to provide data for the chart argument axis, pivot grid column and row headers. +* **measure** - a data item whose values are summarized before they are used in the dashboard. + + These values can be of any type - numeric, date-time or string. In any case, the dashboard will calculate an appropriate [summary](../data-shaping/summarization.md) function against measure values. You can also customize the [data format](../data-shaping/formatting-data.md) settings that affect how summary values are displayed. To access these settings, use the data item's _menu button_. + + ![DataItem_MenuButton](../../images/img22875.png) + + For example, measures are used to provide data for the chart's Y-axis, and to calculate pivot cell values. + +Specific data sections display _Options buttons_ for each data item container. +Use these buttons to invoke a dialog that allows you to specify the settings of this data item container. These settings affect how a particular dashboard item's area/element displays the provided data. + +![DataItemContainer_OptionsButtons](../../images/img22877.png) + +## Create Binding +The DATA ITEMS pane displays data sections of the selected dashboard item. It can be used to add, rearrange or remove data items. + +To bind a dashboard item to data, select the dashboard item. Then choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the DATA ITEMS pane. + +![DataItemsPane_DragField](../../images/img22865.png) + +You can remove the data item by dragging it outside the DATA ITEMS pane. + +To learn how to bind a specific dashboard item to data, see the **Providing Data** topic for the required [dashboard item](../dashboard-item-settings.md). + +To rename the data item, click its menu button and select **Rename**, to invoke the **Rename Data Item** dialog. + +![DataItems_RenameDataItem](../../images/img22878.png) + +## Modify Binding +You can modify data binding by dragging data item containers within a data section. To do this, drag the data item container to the required position. + +![DataItemsPane_ModifyDataBinding](../../images/img22873.png) + +You can also modify data binding by dragging data items within the DATA ITEMS pane. This action has the following specifics. +* If you drag the data item to a new position, the settings specified for the corresponding data item container will be restored to the default values. +* If you drag the data item to an existing data item placeholder, the settings of the corresponding data item container will be applied. + +## Clear Binding +To remove all data items for a selected dashboard item, use the **Remove Data Items** button in the **Home** ribbon tab. + +![DataItemsPane_RemoveDataItems](../../images/img23146.png) + +You can also do this via the dashboard item's context menu. + +![DashboardItemMenu_RemoveDataItems](../../images/img23148.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md new file mode 100644 index 0000000000..1465a271bb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md @@ -0,0 +1,43 @@ +--- +title: Hidden Data Items +author: Natalia Kazakova +legacyId: 15770 +--- +# Hidden Data Items +The **HIDDEN DATA ITEMS** area can be used to perform various [data shaping](../data-shaping.md) and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. + +To create hidden data items, choose the required data field from the [Data Source Browser](../ui-elements/data-source-browser.md) and drop it onto the appropriate section in the HIDDEN DATA ITEMS area. + +You can perform the following operations using hidden data items. +* [Filtering](#filtering) +* [Sorting](#sorting) +* [Top N](#top-n) +* [Conditional Formatting](#conditional-formatting) + +## Filtering +You can use **hidden dimensions** to [apply filtering](../data-shaping/filtering.md) to the dashboard item. To do this, select the required hidden dimension in the Filter Editor dialog and specify the required condition. + +![HiddenDimension_Filtering](../../images/img118917.png) + +For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above is filtered by the first quarter of the _OrderDate (Quarter)_ dimension. + +## Sorting +You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. To do this, select the required measure from the dimension's **Sort By** sub-menu. + +![HiddenMeasure_Sorting](../../images/img118918.png) + +For instance, categories displayed in the [Grid](../dashboard-item-settings/grid.md) on the image above are sorted by values of the hidden _Quantity (Sum)_ measure. + +## Top N +You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. To do this, select the required measure from the **Measure** combo box in the **Top N Values** dialog. + +![HiddenMeasure_TopN](../../images/img118919.png) + +For instance, the [Grid](../dashboard-item-settings/grid.md) on the image above displays top 5 categories for the _Quantity (Sum)_ hidden measure. + +## Conditional Formatting +You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. To do this, use the **Add Format Rule** menu of the hidden measure. + +![HiddenMeasure_CondtionalFormatting](../../images/img118920.png) + +For the [Expression](../appearance-customization/conditional-formatting/expression.md) format condition, you can use the required hidden measure in the same manner as in the [Filter Editor](#filtering) dialog. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md new file mode 100644 index 0000000000..fcfc6d729b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/convert-dashboard-items.md @@ -0,0 +1,30 @@ +--- +title: Convert Dashboard Items +author: Natalia Kazakova +legacyId: 16809 +--- +# Convert Dashboard Items +The Dashboard Designer provides the capability to convert data-bound dashboard items to another type. To convert the selected dashboard item to another type, use the **Convert** button in the ribbon's **Home** tab or the corresponding command in the item's context menu. + +![Ribbon_ConvertDashboardItem](../images/img23151.png) + +The Dashboard Designer always preserves the following settings for data-bound dashboard items. +* The set of [data items](bind-dashboard-items-to-data.md) used to bind the dashboard item to data. +* [Data shaping](data-shaping.md) settings of data items and their names. +* A custom name displayed within the dashboard item [caption](dashboard-layout/dashboard-item-caption.md). + +The following settings are kept if the dashboard item is being converted to an item that also supports this feature. +* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode) and [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). +* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. +* [Coloring](appearance-customization/coloring.md) settings. +* [Calculation](data-analysis/window-calculations.md) settings. + +For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. +* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. +* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. +* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* [Clustering](dashboard-item-settings/geo-point-maps/clustering.md) settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md new file mode 100644 index 0000000000..26cf28f1da --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/create-a-dashboard.md @@ -0,0 +1,9 @@ +--- +title: Create a Dashboard +author: Natalia Kazakova +legacyId: 16968 +--- +# Create a Dashboard +When you run an application containing the Dashboard Designer, it already contains an empty dashboard. To create a new dashboard, click the **New** button in the ribbon **Home** tab. + +![NewDashboard_RunTime](../images/img22537.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md new file mode 100644 index 0000000000..230618be70 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards.md @@ -0,0 +1,35 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 16585 +--- +# Cards +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![MainFeatures_Cards](../../images/img18174.png) + +This section consists of the following subsections: +* [Providing Data](cards/providing-data.md) + + Provides information about how to supply the Card dashboard item with data. +* [Layout](cards/layout.md) + + Describes how to manage the position and visibility of elements within a card. +* [Delta](cards/delta.md) + + Provides an overview of the Card dashboard item's capability to display the difference between two parameters. +* [Sparkline](cards/sparkline.md) + + Provides an overview of the Card dashboard item's capability to visualize data using sparklines. +* [Formatting](cards/formatting.md) + + Shows how to format values displayed within a card. +* [Interactivity](cards/interactivity.md) + + Describes features that enable interaction between a Card dashboard item and other items. +* [Cards Arrangement](cards/cards-arrangement.md) + + Describes how to arrange cards within a Card dashboard item. +* [Conditional Formatting](cards/conditional-formatting.md) + + Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md new file mode 100644 index 0000000000..9327a4dfc7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md @@ -0,0 +1,27 @@ +--- +title: Cards Arrangement +author: Natalia Kazakova +legacyId: 16592 +--- +# Cards Arrangement +The **Card** dashboard item allows you to specify the number of columns or rows in which individual cards are arranged. + +Use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab to control how cards are arranged. + +The **Auto Arrange** option is enabled by default, which automatically resizes cards to fit within the dashboard item. + +![Cards_Layout_AutoArrange_Ribbon](../../../images/img25681.png) + +![Cards_Layout_AutoArrange_2](../../../images/img25682.png) + +You can also specify the number of columns in which cards are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Cards_Layout_ArrangeInColumns_Ribbon](../../../images/img25687.png) + +![Cards_Layout_ArrangeInColumns_2](../../../images/img25688.png) + +Similarly, you can arrange cards in a specific number of rows. + +![Cards_Layout_ArrangeInRows_Ribbon](../../../images/img25685.png) + +![Cards_Layout_ArrangeInRows_2](../../../images/img25686.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md new file mode 100644 index 0000000000..18b9949304 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md @@ -0,0 +1,87 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- + +# Conditional Formatting + +For a Card dashboard item, you can apply conditional formatting to the card's visual elements (e.g., Title, Subtitle, various values) and change the card's background. + +![](../../../images/winforms-card-conditional-formatting.png) + +> [!Note] +> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/113798/create-dashboards/create-dashboards-in-the-winforms-designer/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. + +## Supported Format Rules + +You can use [measure or dimension](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) values to calculate a format rule. You can also use [delta](delta.md) values to calculate a Card dashboard item's format rules. + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + + +## Create a Format Rule + +You can create format rules in the following ways: + +* Click the **Edit Rules** button in the **Home** ribbon tab. + + ![EditRules_Ribbon](../../../images/editrules_ribbon118564.png) + + The invoked dialog contains the **calculated by** combo box, where you can select the item whose values are used to calculate the format rule. + + * To apply a format rule to a specific card, use delta values to calculate the rule. The [expression](../../appearance-customization/conditional-formatting/expression.md) format condition is an exception to this rule and applies to all cards. + * To apply a format rule to all cards in a Card item, use hidden measures and series dimensions to calculate the rule. + + For a Card item, the Edit Rules dialog has a **using** combo box. If you use a delta calculation, specify the delta type in this box. Click the **Add** button, select the format rule from the pop-up menu, and specify the rule's condition: + + ![](../../../images/win-conditional-formatting-card-rule-manager.png) + +* click the series dimension/hidden measure menu button. + + ![AddFormatRule_ValueItem](../../../images/addformatrule_valueitem118549.png) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Card-Specific Format Condition Settings + +Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. + +The appearance settings dialog contains the **Apply to** drop-down list. Select a [layout element](layout.md) to which you want to apply a format rule. Select _All elements_ to apply the format rule to all card elements. + +The image below displays the Greater Than dialog that corresponds to the Value format condition. + + +![](../../../images/win-conditional-formatting-cards-appearance-settings-window.png) + +The background color applies to the entire card. Note that the **Apply to** drop-down list is not in effect. + +![](../../../images/win-conditional-formatting-cards-background.png) + +Some predefined background styles contain a font color. This font color applies to all card elements regardless of drop-down list settings (for any card layout element). + +## Edit a Format Rule + +To edit format rules for the current Card dashboard item, use the following options. +* Click the **Edit Rules** button in the **Home** ribbon tab or use a corresponding item in the Card context menu. +* Click the [menu button](../../ui-elements/data-items-pane.md) for the required data item and select **Edit Rules**. + +All of these actions invoke the **Edit Rules** dialog that contains existing format rules. For more information, see [Conditional Formatting](../../appearance-customization/conditional-formatting.md). diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md new file mode 100644 index 0000000000..7378df53ff --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/delta.md @@ -0,0 +1,40 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16587 +--- +# Delta +Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: + +![Card_StretchedLayout_OnlyDeltaElements](../../../images/img128177.png) +* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. +* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). + +To customize settings that relate to the calculation and display of delta values/elements, use the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +In the invoked **Card Settings** dialog, go to the **Delta Options** tab: + +![CardSettings_DeltaOptionsTab](../../../images/img128288.png) + +Then, specify the following settings: +* **Result Indication** - + You can specify the condition for displaying delta indication. + * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. + + ![Card_GreaterIsGood](../../../images/img128178.png) + * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. + + ![Card_LessIsGood](../../../images/img128179.png) + * **Warning if Greater** - A warning is displays only if the actual value exceeds the target value. + + ![Card_WarningIfGreater](../../../images/img128180.png) + * **Warning if Less** - A warning is displays only if the target value exceeds the actual value. + + ![Card_WarningIfLess](../../../images/img128181.png) + * **No Indication** - Indication does not display. + + ![Card_NoIndication](../../../images/img128182.png) +* **Threshold type** / **Threshold value** - + For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md new file mode 100644 index 0000000000..6223fbdda1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/formatting.md @@ -0,0 +1,22 @@ +--- +title: Formatting +author: Natalia Kazakova +legacyId: 118816 +--- +# Formatting +The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. Click the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **Cards** section to change format settings for other values. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +In the invoked **Card Settings** dialog, go to the **Format Options** tab and use the **Select value type** option to specify which values’ format settings should change. + +![CardSettings_FormatOptionsTab](../../../images/img128296.png) + +You can change format settings for the following [value types](layout.md): +* **Actual Value** +* **Target Value** +* **Absolute Variation** +* **Percent of Target** +* **Percent Variation** + +To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/cards/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md new file mode 100644 index 0000000000..e339630c9f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md @@ -0,0 +1,29 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16591 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a card to view the details. + +![Anim_Cards_DrillDown](../../../../images/img19995.gif) + +> [!NOTE] +> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a card. + +Drill-down requires that the **Series** section contains several dimensions, from the least to the most detailed dimension. + +![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Drill Up** command in the Card's context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md new file mode 100644 index 0000000000..f5cdbf6436 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md @@ -0,0 +1,17 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16590 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). + +![Anim_Cards_MasterFilter](../../../../images/img19996.gif) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Card dashboard item, or the **Clear Master Filter** command in the Card's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md new file mode 100644 index 0000000000..6394ae4af8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/layout.md @@ -0,0 +1,66 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118815 +--- +# Layout +The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. + +To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. +* [Available Layout Templates](#available) +* [Default Layout](#default) +* [Change Layout](#change) + +## Available Layout Templates +The table below contains information about the available layout templates: + +| Layout Type | Example | Description | +|---|---|---| +| Stretched | ![Card_StretchedLayout](../../../images/img128069.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | +| Centered | ![Card_CompactLayout](../../../images/img128070.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | +| Compact | ![Card_CompactLayoutTemplate](../../../images/img128402.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | +| Lightweight | ![Card_LightweightLayoutTemplate](../../../images/img128403.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | + +For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. + +## Default Layout +The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: + +![Card_StretchedLayout_VisualElements](../../../images/img128175.png) + +To learn more about the available value types and visual elements, see [Change Layout](#change). + +> [!NOTE] +> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). + +## Change Layout +To change a card's layout in the Dashboard Designer, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the **[Cards](providing-data.md)** section. + +![Cards_DeltaOptions_OptionsButton](../../../images/img19985.png) + +This invokes the **Card Settings** dialog. + +![CardSettings_LayoutOptionsTab](../../../images/img128293.png) + +On the **Layout Options** tab, select the required layout type in the **Select template** list and specify its settings: +* **Min width** - Specifies the minimum width of the card content. +* **Max width** - Specifies the maximum width of the card content. Use the **Auto** option to determine the maximum width automatically. + +You can show/hide the following values and visual elements within the card: + +| Value | Description | Example | +|---|---|---| +| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | +| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | +| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | +| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | +| **Card Name** | A card name. | _Revenue vs. Target_ | +| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | +| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | +| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | +| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | +| Element | Description | Example | +| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample](../../../images/img128298.png) | +| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample](../../../images/img128299.png) | + +Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md new file mode 100644 index 0000000000..d00a5992da --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/providing-data.md @@ -0,0 +1,22 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16586 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data in the Designer. + +## Binding to Data in the Designer +The image below shows a sample Card dashboard item that is bound to data. + +![CardProvidingData_Main](../../../images/img117702.png) + +To bind the Card dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Card data sections. + +| Section | Description | +|---|---| +| **Cards** | Contains data items used to calculate values displayed within cards. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, cards show the difference between actual and target values. You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item [caption](../../dashboard-layout/dashboard-item-caption.md) or use its context menu. This drop-down menu is available if the Series section is not empty. Otherwise, a separate card is created for each data item container, and all cards are displayed simultaneously. | +| **Series** | Contains data items whose values are used to label cards. | +| **Sparkline** | Provide a dimension whose data will be used to visualize values using sparklines. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md new file mode 100644 index 0000000000..743b8ac88c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/cards/sparkline.md @@ -0,0 +1,33 @@ +--- +title: Sparkline +author: Natalia Kazakova +legacyId: 16588 +--- +# Sparkline +_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). + +![Card_StretchedLayout_Sparkline](../../../images/img128184.png) + +To learn how to display the sparkline for different layout types, see [Layout](layout.md). +* [Data Binding Specifics](#binding) +* [Change Sparkline Options](#options) + +## Data Binding Specifics +You need to provide a date-time or numeric dimension whose data is used as argument values to display a sparkline within the card. + +![Card_Sparkline_DataSections](../../../images/img128185.png) + +If you have provided both actual and target values, a sparkline visualizes the actual value's variation. + +## Change Sparkline Options +To manage sparkline settings, click the Options button (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container. In the invoked **Card Settings** dialog, go to the **Sparkline Options** tab: + +![CardSettings_SparklineOptionsTab](../../../images/img128295.png) + +The following options are available: + +| Sparkline Options | Description | +|---|---| +| Sparkline view type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | +| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | +| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md new file mode 100644 index 0000000000..e54eb83862 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart.md @@ -0,0 +1,41 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 16560 +--- +# Chart +The topics in this section describe the features available in the **Chart** dashboard item, and provide extensive information on how to create and customize charts in the Dashboard Designer. + +![MainFeatures_Chart](../../images/img18175.png) + +This section is divided into the following subsections. +* [Providing Data](chart/providing-data.md) + + Explains how to supply the Chart dashboard item with data. +* [Series](chart/series.md) + + Enumerates and describes different types of series that can be displayed within the Chart dashboard item. +* [Panes](chart/panes.md) + + Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. +* [Interactivity](chart/interactivity.md) + + Describes features that enable interaction between the Chart and other dashboard items. +* [Coloring](chart/coloring.md) + + Describes coloring capabilities of the Chart dashboard item. +* [Axes](chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Trend Indicators](chart/trend-indicators.md) + + Describes how to create trend indicators and display them in Chart dashboard items. +* [Legend](chart/legend.md) + + Describes the chart legend and its options. +* [Orientation](chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Conditional Formatting](chart/conditional-formatting.md) + + Describes the format condition settings. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md index 3fc64d3807..bdf7195ed1 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md @@ -1,73 +1,73 @@ ---- -title: X-Axis -author: Natalia Kazakova -legacyId: 16557 ---- -# X-Axis -The **X-axis** is the axis of arguments. - -![Chart_XAxis](../../../../../images/img19404.png) - -This topic consists of the following sections. -* [Common X-Axis Settings](#generalsettings) -* [Numeric Formats](#numericformatsettings) -* [DateTime Formats](#datetimeformatsettings) -* [Continuous and Discrete X-Axes](#continuousanddiscretexaxes) - -## Common X-Axis Settings -To access X-axis settings, use the **X-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_XAxisOptions_Button](../../../../../images/img19467.png) - -This will invoke the **X-Axis Settings** dialog. - -![Chart_XAxisOptions_Form](../../../../../images/img19403.png) - -This dialog contains the following settings. - -| Setting | Description | -|---|---| -| **Reverse** | Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from right to left. | -| **Show X-axis** | Allows you to hide and show the X-axis. | -| **Show title** | Allows you to hide and show the X-axis title. You can choose whether to use the default text or specify a custom string. | -| **Enable zooming** | Allows you to enable zooming for the X-axis. The X-axis' scroll bar provides the capability to perform navigation in the zoomed diagram. | -| **Limit visible points** | Allows you to limit the number of points displayed on the chart's diagram along the X-axis. The X-axis' scroll bar provides the capability to perform navigation if the number of all points exceeds the number of visible points. | - -## Numeric Format X-Axis Settings -If arguments are numeric, the **X-Axis Settings** dialog contains a **Numeric Format** tab. It allows you to specify the numeric display formats for X-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![Chart_XAxisOptions_NumericFormat](../../../../../images/chart_xaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. -* **Include group separator** - Specifies whether separators should be inserted between digit groups. - -## DateTime Format X-Axis Settings -For date and time arguments, the **X-Axis Settings** dialog displays a **Numeric Format** tab. It allows you to specify the date and time display formats for X-Axis data. - -Using the dialog, you can override default formats applied according to the data grouping type, as described in the [Grouping](../../../data-shaping/grouping.md) document. The following image shows the Date Time Format tab in the dialog when the grouping type is set to **Exact Date**. Click the **Reset to Default** button to return all format settings back to their default values. - -![Chart_XAxisOptions_NumericFormat](../../../../../images/chart_xaxisoptions_form_datetime_formats.png) - -The tab contains settings described in detail in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - - -## Continuous and Discrete X-Axes -If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. - -| Continuous X-axis | Discrete X-axis | -|---|---| -| If a continuous axis is used, the distance between argument values is proportional to their values. | On a discrete axis, all argument values are an equal distance from each other. | -| ![Chart_NumericAxis_Continuous](../../../../../images/img18302.png) | ![Chart_NumericAxis_Discrete](../../../../../images/img18303.png) | - -To specify the X-axis type in the Designer, invoke the data item menu for the argument dimension and select the axis type. - -![Chart_Layout_XAxis_ContinuousDiscrete](../../../../../images/img19550.png) - -> [!NOTE] +--- +title: X-Axis +author: Natalia Kazakova +legacyId: 16557 +--- +# X-Axis +The **X-axis** is the axis of arguments. + +![Chart_XAxis](../../../../images/img19404.png) + +This topic consists of the following sections. +* [Common X-Axis Settings](#generalsettings) +* [Numeric Formats](#numericformatsettings) +* [DateTime Formats](#datetimeformatsettings) +* [Continuous and Discrete X-Axes](#continuousanddiscretexaxes) + +## Common X-Axis Settings +To access X-axis settings, use the **X-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_XAxisOptions_Button](../../../../images/img19467.png) + +This will invoke the **X-Axis Settings** dialog. + +![Chart_XAxisOptions_Form](../../../../images/img19403.png) + +This dialog contains the following settings. + +| Setting | Description | +|---|---| +| **Reverse** | Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from right to left. | +| **Show X-axis** | Allows you to hide and show the X-axis. | +| **Show title** | Allows you to hide and show the X-axis title. You can choose whether to use the default text or specify a custom string. | +| **Enable zooming** | Allows you to enable zooming for the X-axis. The X-axis' scroll bar provides the capability to perform navigation in the zoomed diagram. | +| **Limit visible points** | Allows you to limit the number of points displayed on the chart's diagram along the X-axis. The X-axis' scroll bar provides the capability to perform navigation if the number of all points exceeds the number of visible points. | + +## Numeric Format X-Axis Settings +If arguments are numeric, the **X-Axis Settings** dialog contains a **Numeric Format** tab. It allows you to specify the numeric display formats for X-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. + +## DateTime Format X-Axis Settings +For date and time arguments, the **X-Axis Settings** dialog displays a **Numeric Format** tab. It allows you to specify the date and time display formats for X-Axis data. + +Using the dialog, you can override default formats applied according to the data grouping type, as described in the [Grouping](../../../data-shaping/grouping.md) document. The following image shows the Date Time Format tab in the dialog when the grouping type is set to **Exact Date**. Click the **Reset to Default** button to return all format settings back to their default values. + +![Chart_XAxisOptions_NumericFormat](../../../../images/chart_xaxisoptions_form_datetime_formats.png) + +The tab contains settings described in detail in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + + +## Continuous and Discrete X-Axes +If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. + +| Continuous X-axis | Discrete X-axis | +|---|---| +| If a continuous axis is used, the distance between argument values is proportional to their values. | On a discrete axis, all argument values are an equal distance from each other. | +| ![Chart_NumericAxis_Continuous](../../../../images/img18302.png) | ![Chart_NumericAxis_Discrete](../../../../images/img18303.png) | + +To specify the X-axis type in the Designer, invoke the data item menu for the argument dimension and select the axis type. + +![Chart_Layout_XAxis_ContinuousDiscrete](../../../../images/img19550.png) + +> [!NOTE] > Note that the continuous X-axis is not supported in [OLAP](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md similarity index 83% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md index 2b37fa0a8e..0c473bdcdc 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md @@ -1,44 +1,44 @@ ---- -title: Y-Axis -author: Natalia Kazakova -legacyId: 16558 ---- -# Y-Axis -The **Y-axis** is the numerical axis of values. - -![Chart_YAxis](../../../../../images/img18800.png) - -To access the Y-axis settings, use the **Y-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. - -![Chart_YAxisOptions_Button](../../../../../images/img18775.png) - -This will invoke the **Y-Axis Settings** dialog. - -![Chart_YAxisOptions_Form](../../../../../images/img18777.png) - -Use the combo box at the top to select the [pane](../panes.md) for the Y-axis settings you need to edit. - -## Common Settings -The dialog contains the following settings. -* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. - - ![Chart_YAxisOptions_AlwaysShowZeroLevel](../../../../../images/img18788.png) -* **Reverse** - Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from top to down. -* **Show grid lines** - Allows you to hide and show grid lines for the Y-axis. -* **Show Y-axis** - Allows you to hide and show the Y-axis. -* **Show title** - Allows you to hide and show the Y-axis title. You can choose whether to use the default text or specify a custom string. -* **Logarithmic scale** - Specifies whether the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. - -## Numeric Format -The **Numeric Format** tab allows you to specify the numeric display formats for Y-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. - -![Chart_YAxisOptions_NumericFormat](../../../../../images/chart_yaxisoptions_form_numeric_formats.png) - -The tab contains the following settings. - -* **Format type** - Specifies format types for numeric values. -* **Unit** - Specifies the unit to convert the numeric values. -* **Precision** - Specifies the number of fractional digits to display. -* **Currency** - Specifies the currency symbol and format provided by the current culture settings. -* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +--- +title: Y-Axis +author: Natalia Kazakova +legacyId: 16558 +--- +# Y-Axis +The **Y-axis** is the numerical axis of values. + +![Chart_YAxis](../../../../images/img18800.png) + +To access the Y-axis settings, use the **Y-Axis Settings** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_YAxisOptions_Button](../../../../images/img18775.png) + +This will invoke the **Y-Axis Settings** dialog. + +![Chart_YAxisOptions_Form](../../../../images/img18777.png) + +Use the combo box at the top to select the [pane](../panes.md) for the Y-axis settings you need to edit. + +## Common Settings +The dialog contains the following settings. +* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. + + ![Chart_YAxisOptions_AlwaysShowZeroLevel](../../../../images/img18788.png) +* **Reverse** - Allows you to reverse the X-axis. If the X-axis is reversed, its values are ordered from top to down. +* **Show grid lines** - Allows you to hide and show grid lines for the Y-axis. +* **Show Y-axis** - Allows you to hide and show the Y-axis. +* **Show title** - Allows you to hide and show the Y-axis title. You can choose whether to use the default text or specify a custom string. +* **Logarithmic scale** - Specifies whether the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. + +## Numeric Format +The **Numeric Format** tab allows you to specify the numeric display formats for Y-Axis data, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![Chart_YAxisOptions_NumericFormat](../../../../images/chart_yaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. * **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md new file mode 100644 index 0000000000..e38ef2761e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16875 +--- +# Coloring + +The Chart dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the chart item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![win-chart-colored-by-default](../../../images/win-chart-colored-by-default.png) + +> [!NOTE] +> Note that the Chart dashboard item does not support coloring for the [financial](series/financial-series.md) series. + +>[!Tip] +>**Documentation:**
+>* [Conditional Formatting](conditional-formatting.md) +>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md new file mode 100644 index 0000000000..3c8c14f998 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md @@ -0,0 +1,89 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight chart elements such as [bars](series/bar-series.md), [lines](series/point-and-line-series.md), [areas](series/area-series.md), and [data points](series/point-and-line-series.md). + +The following series types support conditional formatting: +* [Bar](series/bar-series.md) +* [Point/Line](series/point-and-line-series.md) +* [Area](series/area-series.md) +* [Bubble](series/weighted-series.md) +* [Range Bar](series/range-series.md) + +>![Bar Series Type Chart](../../../images/chart-bar-series-type-with-conditional-formatting-applied.png) +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Values** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments**/**Series** section +- hidden measures + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Chart-Specific Format Condition Settings + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a chart). The condition colors points/bars if their values exceed 3000. + +![chart-greater-than-dialog-example](../../../images/chart-greater-than-dialog-example.png) + +Enable **Display in Legend** to add information about the applied rule to the chart. Set the **Caption** field to specify the legend's text. For Range format rules, the legend's text is generated automatically and depends on the range intervals. + +Use the **Apply to chart elements** drop-down list to apply a rule to points or lines. + +* **Point**: A rule applies to the data points such as bars, points and bubbles. +* **Line/Area**: A rule applies to lines and areas. + +The image below displays the Chart item with the applied **Greater Than** format rule. The **Apply to chart elements** option is set to **Point** and the rule is applied to points of the line series. + +![chart-with-applied-value-format-rule](../../../images/chart-with-applied-value-format-rule.png) + +If you select **Line/Area**, the format rule applies to the line when at least one line point meets the rule's condition: + +![line-chart-with-applied-value-format-rule](../../../images/line-chart-with-applied-value-format-rule.png) + +## Coloring + +A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. + +![](../../../images/chart-coloring-by-default-cf.png) + +Select the **Color by Hue** option in a Data item's pane to restore the color scheme. + +![](../../../images/chart-coloring-by-hue-with-applied-format-rule.png) + +> [!Tip] +> **Documentation:** +> [Chart - Coloring](coloring.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md new file mode 100644 index 0000000000..19b14b087e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md @@ -0,0 +1,60 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16552 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The Chart dashboard item supports drill down on argument or series values. + +## Drill Down on an Argument +When drill down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + +![Chart_Interactivity_DrillDownOnArguments](../../../../images/img21870.png) + +> [!NOTE] +> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a series point. + +Drill down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + +![Chart_Interactivity_DrillDownOnArguments_DataItems](../../../../images/img19557.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on arguments, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Arguments** button (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) + +## Drill Down on a Series +When drill down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + +![Chart_Interactivity_DrillDownOnSeries](../../../../images/img21871.png) + +> [!NOTE] +> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a series point. + +Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. + +![Chart_Interactivity_DrillDownOnSeries_DataItems](../../../../images/img19556.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Series** button (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) + +## Drill Up +To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../../dashboard-layout/dashboard-item-caption.md) or in the context menu. + +![Chart_Interactivity_DrillUp](../../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md new file mode 100644 index 0000000000..2d7bfa944b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md @@ -0,0 +1,45 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16551 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Chart dashboard item supports filtering by **argument**, **series** or **points**. + +## Filtering by Arguments +When filtering by arguments is enabled, you can click series points to make other dashboard items only display data related to selected argument values. + +![Chart_Interactivity_FilterByArguments](../../../../images/img19303.png) + +To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterByArguments_Toolbar](../../../../images/img19511.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterByArguments_Ribbon](../../../../images/img19310.png) + +## Filtering by Series +When filtering by series is enabled, you can click a series point to make other dashboard items only display data related to the selected series. + +![Chart_Interactivity_FilterBySeries](../../../../images/img19304.png) + +To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_FilterBySeries_Toolbar](../../../../images/img19512.png) button if you are using the toolbar menu). + +![Chart_Interactivity_FilterBySeries_Ribbon](../../../../images/img19311.png) + +## Filtering by Points +When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. + +![Chart_Interactivity_FilterByPoints](../../../../images/img120412.png) + +To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. + +![Chart_Interactivity_FilterByPoints_Ribbon](../../../../images/img120413.png) + +## Reset Filtering +To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../../dashboard-layout/dashboard-item-caption.md) area… + +![Chart_Interactivity_ClearFiltering](../../../../images/img19312.png) + +…or the corresponding command in the Chart's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md new file mode 100644 index 0000000000..e59920f570 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/legend.md @@ -0,0 +1,23 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 16555 +--- +# Legend +A **legend** is an element of a chart that identifies [chart series](providing-data.md) and series points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). + +![Charts_Legend](../../../images/img18275.png) + +This topic describes how to customize various legend settings. + +## Visibility +You can specify whether or not a chart should display a legend. + +In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. + +![Charts_Legend_ShowLegendButton](../../../images/img18776.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md new file mode 100644 index 0000000000..86e36b8a0d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/orientation.md @@ -0,0 +1,14 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 16559 +--- +# Orientation +You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. + +![Chart_Rotation_False](../../../images/img18277.png) +![Chart_Rotation_True](../../../images/img18276.png) + +To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** group of the **Design** Ribbon tab. + +![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md new file mode 100644 index 0000000000..a15df1838b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/panes.md @@ -0,0 +1,23 @@ +--- +title: Panes +author: Natalia Kazakova +legacyId: 16549 +--- +# Panes +The Chart dashboard item can contain any number of **panes**. Panes are visual areas within a diagram that display chart series. + +Each pane has its own [Y-axis](axes/y-axis.md) and displays a specific set of series. All panes in a chart share the same [X-axis](axes/x-axis.md). + +![Chart_MultiplePanes](../../../images/img117869.png) + +To add a pane, click the **Add Pane** button (the ![Chart_Panes_AddPane](../../../images/img19543.png) icon) at the top right of the [DATA ITEMS](../../ui-elements/data-items-pane.md) pane. + +![Chart_AddPane](../../../images/img117870.png) + +Once a new pane is added, the Dashboard Designer creates another **Values** section in the DATA ITEMS pane. + +![Chart_MultiplePanes_DataBinding](../../../images/img117872.png) + +Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). + +To remove a pane, click the **Remove Pane** button (the ![Chart_Panes_RemovePane](../../../images/img19544.png) icon) displayed in the corresponding **Values** section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md new file mode 100644 index 0000000000..19ab514bda --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16540 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Arguments and Series](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Chart dashboard item that is bound to data. + +![ChartProvidingData_Main](../../../images/img117697.png) + +To bind the Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. The table below lists and describes the Chart's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items against which the [Y-coordinates](axes/y-axis.md) of data points are calculated. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Value** data item allows you to select the [series type](series/series-overview.md) and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series/series-overview.md). | +| **Arguments** | Contains data items that provide values displayed along the [X-axis](axes/x-axis.md) of the chart. | +| **Series** | Contains data items whose values are used to create [chart series](series/series-overview.md). | + +## Transposing Arguments and Series +The Chart dashboard item provides the capability to transpose chart arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. + +![ChartTranspose_Example](../../../images/img126578.png) + +To transpose the selected Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/area-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md similarity index 80% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/area-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md index b3871f63a1..3ad96c01d8 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/area-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/area-series.md @@ -1,51 +1,51 @@ ---- -title: Area Series -author: Natalia Kazakova -legacyId: 16545 ---- -# Area Series -Area series connect numeric data points by different types of line segments and fill the area between the line and X-axis/other series. - -The following types of Point and Line series are available. -* [Area](#area) -* [Stacked Area](#stacked-area) -* [Full-Stacked Area](#full-stacked-area) -* [Step Area](#step-area) -* [Spline Area](#spline-area) -* [Stacked Spline Area](#stacked-spline-area) -* [Full-Stacked Spline Area](#full-stacked-spline-area) - -## Area -Area series connect numeric data points by straight line segments and fill the area between the line and X-axis. - -![AreaSeries](../../../../../images/img117751.png) - -## Stacked Area -Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series connect numeric data points by straight line segments and fill the area between the line and previous series. - -![StackedAreaSeries](../../../../../images/img117752.png) - -## Full-Stacked Area -Full-Stacked Area series are useful to show the trend of the percentage for each value. - -![FullStackedAreaSeries](../../../../../images/img117759.png) - -## Step Area -Step Area series use vertical and horizontal lines to connect the numeric data points forming a step-like progression and fill the area between the line and X-axis. - -![StepAreaSeries](../../../../../images/img117769.png) - -## Spline Area -Spline Area series plot a fitted curve through each numeric data point and fill the area between the line and X-axis. - -![SplineAreaSeries](../../../../../images/img117770.png) - -## Stacked Spline Area -Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series plot a fitted curve through each numeric data point, and fill the area between the line and previous series. - -![StackedSplineAreaSeries](../../../../../images/img117771.png) - -## Full-Stacked Spline Area -Full-Stacked Spline Area series are useful to show the trend of the percentage for each value. - -![FullStackedSplineAreaSeries](../../../../../images/img117772.png) \ No newline at end of file +--- +title: Area Series +author: Natalia Kazakova +legacyId: 16545 +--- +# Area Series +Area series connect numeric data points by different types of line segments and fill the area between the line and X-axis/other series. + +The following types of Point and Line series are available. +* [Area](#area) +* [Stacked Area](#stacked-area) +* [Full-Stacked Area](#full-stacked-area) +* [Step Area](#step-area) +* [Spline Area](#spline-area) +* [Stacked Spline Area](#stacked-spline-area) +* [Full-Stacked Spline Area](#full-stacked-spline-area) + +## Area +Area series connect numeric data points by straight line segments and fill the area between the line and X-axis. + +![AreaSeries](../../../../images/img117751.png) + +## Stacked Area +Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series connect numeric data points by straight line segments and fill the area between the line and previous series. + +![StackedAreaSeries](../../../../images/img117752.png) + +## Full-Stacked Area +Full-Stacked Area series are useful to show the trend of the percentage for each value. + +![FullStackedAreaSeries](../../../../images/img117759.png) + +## Step Area +Step Area series use vertical and horizontal lines to connect the numeric data points forming a step-like progression and fill the area between the line and X-axis. + +![StepAreaSeries](../../../../images/img117769.png) + +## Spline Area +Spline Area series plot a fitted curve through each numeric data point and fill the area between the line and X-axis. + +![SplineAreaSeries](../../../../images/img117770.png) + +## Stacked Spline Area +Stacked Area series can be used to show the trend of the contribution for each value. Stacked Area series plot a fitted curve through each numeric data point, and fill the area between the line and previous series. + +![StackedSplineAreaSeries](../../../../images/img117771.png) + +## Full-Stacked Spline Area +Full-Stacked Spline Area series are useful to show the trend of the percentage for each value. + +![FullStackedSplineAreaSeries](../../../../images/img117772.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md similarity index 78% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md index 5027af87bb..5860b8fc90 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/bar-series.md @@ -1,27 +1,27 @@ ---- -title: Bar Series -author: Natalia Kazakova -legacyId: 16543 ---- -# Bar Series -Bar series visualize data using rectangular bars with lengths proportional to the values that they represent. - -The following types of Bar series are available. -* [Bar](#bar) -* [Stacked Bar](#stacked-bar) -* [Full-Stacked Bar](#full-stacked-bar) - -## Bar -Bar series can be used to compare values across categories. - -![BarSeries_Bar](../../../../../images/img117740.png) - -## Stacked Bar -Stacked Bar series show the contribution of individual categories to the whole. - -![BarSeries_StackedBar](../../../../../images/img117741.png) - -## Full-Stacked Bar -Full-Stacked Bar series allow you to compare the percentage that each value contributes to a total across categories. - -![BarSeries_FullStackedBar](../../../../../images/img117742.png) \ No newline at end of file +--- +title: Bar Series +author: Natalia Kazakova +legacyId: 16543 +--- +# Bar Series +Bar series visualize data using rectangular bars with lengths proportional to the values that they represent. + +The following types of Bar series are available. +* [Bar](#bar) +* [Stacked Bar](#stacked-bar) +* [Full-Stacked Bar](#full-stacked-bar) + +## Bar +Bar series can be used to compare values across categories. + +![BarSeries_Bar](../../../../images/img117740.png) + +## Stacked Bar +Stacked Bar series show the contribution of individual categories to the whole. + +![BarSeries_StackedBar](../../../../images/img117741.png) + +## Full-Stacked Bar +Full-Stacked Bar series allow you to compare the percentage that each value contributes to a total across categories. + +![BarSeries_FullStackedBar](../../../../images/img117742.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md index dd5ee4ba7d..856605554a 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/financial-series.md @@ -1,49 +1,49 @@ ---- -title: Financial Series -author: Natalia Kazakova -legacyId: 16548 ---- -# Financial Series -Financial series are used to illustrate stock prices. - -The following types of Financial series are available. -* [High-Low-Close](#high-low-close) -* [Stock](#stock) -* [Candle Stick](#candle-stick) - -## Coloring Specifics -Note that financial series do not support a standard [coloring](../../../appearance-customization/coloring.md) mechanism used to color chart series points. The Chart dashboard item colors series points of financial series in the following way. -* **Black** if the price at the end of the previous period is lower than the price at the end of the current period. -* **Red** if the price at the end of the previous period is larger than the price at the end of the current period. - -## High-Low-Close -When you select the High-Low-Close series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays three data item placeholders. High-Low-Close series require three measures to be provided. - -![HighLowClose_DataBinding](../../../../../images/img117795.png) -* **High** - the maximum price within the specified period (the top of the series point). -* **Low** - the minimum price within the specified period (the bottom of the series point). -* **Close** - the price at the end of the specified period (the tick mark). - -![HighLowCloseSeries](../../../../../images/img117792.png) - -## Stock -When you select the Stock series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Stock series require four measures to be provided. - -![OpenHighLowClose_DataBinding](../../../../../images/img117798.png) -* **Open** - the price at the beginning of the specified period (the left tick mark). -* **High** - the maximum price within the specified period (the top of the series point). -* **Low** - the minimum price within the specified period (the bottom of the series point). -* **Close** - the price at the end of the specified period (the right tick mark). - -![OpenHighLowCloseSeries](../../../../../images/img117793.png) - -## Candle Stick -When you select the Candle Stick series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Candle Stick series require four measures to be provided. - -![CandleStick_DataBinding](../../../../../images/img117799.png) -* **Open** - the price at the beginning of the specified period. -* **High** - the maximum price within the specified period (the upper shadow top). -* **Low** - the minimum price within the specified period (the lower shadow bottom). -* **Close** - the price at the end of the specified period. - -![CandleStickSeries](../../../../../images/img117794.png) \ No newline at end of file +--- +title: Financial Series +author: Natalia Kazakova +legacyId: 16548 +--- +# Financial Series +Financial series are used to illustrate stock prices. + +The following types of Financial series are available. +* [High-Low-Close](#high-low-close) +* [Stock](#stock) +* [Candle Stick](#candle-stick) + +## Coloring Specifics +Note that financial series do not support a standard [coloring](../../../appearance-customization/coloring.md) mechanism used to color chart series points. The Chart dashboard item colors series points of financial series in the following way. +* **Black** if the price at the end of the previous period is lower than the price at the end of the current period. +* **Red** if the price at the end of the previous period is larger than the price at the end of the current period. + +## High-Low-Close +When you select the High-Low-Close series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays three data item placeholders. High-Low-Close series require three measures to be provided. + +![HighLowClose_DataBinding](../../../../images/img117795.png) +* **High** - the maximum price within the specified period (the top of the series point). +* **Low** - the minimum price within the specified period (the bottom of the series point). +* **Close** - the price at the end of the specified period (the tick mark). + +![HighLowCloseSeries](../../../../images/img117792.png) + +## Stock +When you select the Stock series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Stock series require four measures to be provided. + +![OpenHighLowClose_DataBinding](../../../../images/img117798.png) +* **Open** - the price at the beginning of the specified period (the left tick mark). +* **High** - the maximum price within the specified period (the top of the series point). +* **Low** - the minimum price within the specified period (the bottom of the series point). +* **Close** - the price at the end of the specified period (the right tick mark). + +![OpenHighLowCloseSeries](../../../../images/img117793.png) + +## Candle Stick +When you select the Candle Stick series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays four data item placeholders. Candle Stick series require four measures to be provided. + +![CandleStick_DataBinding](../../../../images/img117799.png) +* **Open** - the price at the beginning of the specified period. +* **High** - the maximum price within the specified period (the upper shadow top). +* **Low** - the minimum price within the specified period (the lower shadow bottom). +* **Close** - the price at the end of the specified period. + +![CandleStickSeries](../../../../images/img117794.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md similarity index 76% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md index d4a3ec1bcb..6981e40d21 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md @@ -1,45 +1,45 @@ ---- -title: Point and Line Series -author: Natalia Kazakova -legacyId: 16544 ---- -# Point and Line Series -Point series visualize data as a set of individual numeric data points. Line series are used to connect numeric data points by different types of line segments. - -The following types of Point and Line series are available. -* [Point](#point) -* [Line](#line) -* [Stacked Line](#stacked-line) -* [Full-Stacked Line](#full-stacked-line) -* [Step Line](#step-line) -* [Spline](#spline) - -## Point -Point series visualize data as a set of individual numeric data points. - -![PointSeries](../../../../../images/img117745.png) - -## Line -Line series connect numeric data points by straight line segments. - -![LineSeries](../../../../../images/img117746.png) - -## Stacked Line -Stacked Line series can be used to show the trend of the contribution for each value. - -![StackedLineSeries](../../../../../images/img117747.png) - -## Full-Stacked Line -Stacked Line series are useful for showing the trend of the percentage for each value. - -![FullStackedLineSeries](../../../../../images/img117748.png) - -## Step Line -Step Line series use vertical and horizontal lines to connect the numeric data points forming a step-like progression. - -![StepLineSeries](../../../../../images/img117749.png) - -## Spline -Spline series plot a fitted curve through each numeric data point. - -![SplineSeries](../../../../../images/img117750.png) \ No newline at end of file +--- +title: Point and Line Series +author: Natalia Kazakova +legacyId: 16544 +--- +# Point and Line Series +Point series visualize data as a set of individual numeric data points. Line series are used to connect numeric data points by different types of line segments. + +The following types of Point and Line series are available. +* [Point](#point) +* [Line](#line) +* [Stacked Line](#stacked-line) +* [Full-Stacked Line](#full-stacked-line) +* [Step Line](#step-line) +* [Spline](#spline) + +## Point +Point series visualize data as a set of individual numeric data points. + +![PointSeries](../../../../images/img117745.png) + +## Line +Line series connect numeric data points by straight line segments. + +![LineSeries](../../../../images/img117746.png) + +## Stacked Line +Stacked Line series can be used to show the trend of the contribution for each value. + +![StackedLineSeries](../../../../images/img117747.png) + +## Full-Stacked Line +Stacked Line series are useful for showing the trend of the percentage for each value. + +![FullStackedLineSeries](../../../../images/img117748.png) + +## Step Line +Step Line series use vertical and horizontal lines to connect the numeric data points forming a step-like progression. + +![StepLineSeries](../../../../images/img117749.png) + +## Spline +Spline series plot a fitted curve through each numeric data point. + +![SplineSeries](../../../../images/img117750.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/range-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md similarity index 87% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/range-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md index 351ff50617..fdc8e1f8ac 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/range-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/range-series.md @@ -1,30 +1,30 @@ ---- -title: Range Series -author: Natalia Kazakova -legacyId: 16546 ---- -# Range Series -Range series are generally used to show variations in a specified time range like temperature, price, etc. - -The following types of Range series are available. -* [Range Bar](#range-bar) -* [Range Area](#range-area) - -## Data Binding Specifics -A range series is a space between two simple series displayed as a filled area (**Range Area**) or bars that stretch from a point in one series to the corresponding point in the other (**Range Bar**). Thus, you need to provide two measures instead of one to display a range series. -* **Value 1** - a measure against which the first set of values is calculated. -* **Value 2** - a measure against which the second set of values is calculated. - -When you select the **Range Bar** or **Range Area** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. - -![RangeSeries_DataBinding](../../../../../images/img117779.png) - -## Range Bar -Range Bar series are similar to [Bar series](bar-series.md) except that they are drawn between a range of values. - -![RangeBar](../../../../../images/img117776.png) - -## Range Area -Range Area series are similar to [Area series](area-series.md) except that their areas are filled between a range of values. - -![RangeArea](../../../../../images/img117777.png) \ No newline at end of file +--- +title: Range Series +author: Natalia Kazakova +legacyId: 16546 +--- +# Range Series +Range series are generally used to show variations in a specified time range like temperature, price, etc. + +The following types of Range series are available. +* [Range Bar](#range-bar) +* [Range Area](#range-area) + +## Data Binding Specifics +A range series is a space between two simple series displayed as a filled area (**Range Area**) or bars that stretch from a point in one series to the corresponding point in the other (**Range Bar**). Thus, you need to provide two measures instead of one to display a range series. +* **Value 1** - a measure against which the first set of values is calculated. +* **Value 2** - a measure against which the second set of values is calculated. + +When you select the **Range Bar** or **Range Area** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. + +![RangeSeries_DataBinding](../../../../images/img117779.png) + +## Range Bar +Range Bar series are similar to [Bar series](bar-series.md) except that they are drawn between a range of values. + +![RangeBar](../../../../images/img117776.png) + +## Range Area +Range Area series are similar to [Area series](area-series.md) except that their areas are filled between a range of values. + +![RangeArea](../../../../images/img117777.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md similarity index 87% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md index cf58aeca29..0ed71364b4 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/series-overview.md @@ -1,66 +1,66 @@ ---- -title: Series Overview -author: Natalia Kazakova -legacyId: 16542 ---- -# Series Overview -The Chart dashboard item supports a variety of series types - from simple bar and line charts to complex candle stick and bubble graphs. -* [Bar Series](bar-series.md) -* [Point and Line Series](point-and-line-series.md) -* [Area Series](area-series.md) -* [Range Series](range-series.md) -* [Weighted Series](weighted-series.md) -* [Financial Series](financial-series.md) - -This topic describes how to change the series type and specify various series options (for instance, how to use secondary axis or enable point labels). -* [Series Types](#series-types) -* [Series Options](#series-options) -* [Series Point Labels](#series-point-labels) - -## Series Types -To switch between series types in the Dashboard Designer, click the **Options** button next to the required [data item](../../../ui-elements/data-items-pane.md) (or placeholder) in the **Values** section. - -![ChartValues_OptionsButton](../../../../../images/img23036.png) - -In the invoked **Series Options** dialog, select the required series type and click **OK**. - -![Charts_SeriesOptionsDialog](../../../../../images/img23037.png) - -You can also do this using the **Series Type** gallery in the **Design** Ribbon tab. - -![Charts_SeriesTypes_Ribbon](../../../../../images/img19302.png) - -## Series Options -To manage common series options, use the **Common Options** tab of the **Series Options** dialog. - -![Charts_SeriesOptions_CommonOptions](../../../../../images/img23040.png) -* **Plot on secondary axis** - Specifies whether or not the secondary axis is used to plot the current series. -* **Ignore empty points** - Specifies whether or not empty points are ignored when plotting the current series. - - Note that this option is in effect for the [Line](point-and-line-series.md), [Area](area-series.md) and [Range Area](range-series.md) series. -* **Show point markers** - Specifies whether or not to show point markers for the current series. - - > [!NOTE] - > Note that point markers are always shown when [Master Filtering](../../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. - - Note that this option is in effect for the [Line](point-and-line-series.md) and [Area](area-series.md) series. - -## Series Point Labels -The **Point Label Options** tab of the **Series Options** dialog allows you to enable series point labels and manage their settings. - -![Charts_SeriesOptions_PointLabelOptions](../../../../../images/img23041.png) -* **Show point labels** - Specifies whether or not to show point labels for the current series. -* **Content** - Specifies the type of content displayed within point labels. -* **Overlapping mode** - Specifies the label overlap mode. - - > [!NOTE] - > This option is not in effect when the dashboard is displayed in the Web Viewer. -* **Orientation** - Specifies the orientation of point labels. - -**Bar options** - -> [!NOTE] -> These settings are in effect for [Bar](bar-series.md) series only. - -* **Show for zero values** - Specifies whether or not to show labels for points with zero values. +--- +title: Series Overview +author: Natalia Kazakova +legacyId: 16542 +--- +# Series Overview +The Chart dashboard item supports a variety of series types - from simple bar and line charts to complex candle stick and bubble graphs. +* [Bar Series](bar-series.md) +* [Point and Line Series](point-and-line-series.md) +* [Area Series](area-series.md) +* [Range Series](range-series.md) +* [Weighted Series](weighted-series.md) +* [Financial Series](financial-series.md) + +This topic describes how to change the series type and specify various series options (for instance, how to use secondary axis or enable point labels). +* [Series Types](#series-types) +* [Series Options](#series-options) +* [Series Point Labels](#series-point-labels) + +## Series Types +To switch between series types in the Dashboard Designer, click the **Options** button next to the required [data item](../../../ui-elements/data-items-pane.md) (or placeholder) in the **Values** section. + +![ChartValues_OptionsButton](../../../../images/img23036.png) + +In the invoked **Series Options** dialog, select the required series type and click **OK**. + +![Charts_SeriesOptionsDialog](../../../../images/img23037.png) + +You can also do this using the **Series Type** gallery in the **Design** Ribbon tab. + +![Charts_SeriesTypes_Ribbon](../../../../images/img19302.png) + +## Series Options +To manage common series options, use the **Common Options** tab of the **Series Options** dialog. + +![Charts_SeriesOptions_CommonOptions](../../../../images/img23040.png) +* **Plot on secondary axis** - Specifies whether or not the secondary axis is used to plot the current series. +* **Ignore empty points** - Specifies whether or not empty points are ignored when plotting the current series. + + Note that this option is in effect for the [Line](point-and-line-series.md), [Area](area-series.md) and [Range Area](range-series.md) series. +* **Show point markers** - Specifies whether or not to show point markers for the current series. + + > [!NOTE] + > Note that point markers are always shown when [Master Filtering](../../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. + + Note that this option is in effect for the [Line](point-and-line-series.md) and [Area](area-series.md) series. + +## Series Point Labels +The **Point Label Options** tab of the **Series Options** dialog allows you to enable series point labels and manage their settings. + +![Charts_SeriesOptions_PointLabelOptions](../../../../images/img23041.png) +* **Show point labels** - Specifies whether or not to show point labels for the current series. +* **Content** - Specifies the type of content displayed within point labels. +* **Overlapping mode** - Specifies the label overlap mode. + + > [!NOTE] + > This option is not in effect when the dashboard is displayed in the Web Viewer. +* **Orientation** - Specifies the orientation of point labels. + +**Bar options** + +> [!NOTE] +> These settings are in effect for [Bar](bar-series.md) series only. + +* **Show for zero values** - Specifies whether or not to show labels for points with zero values. * **Position** - Specifies the position of point labels relative to bars. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md similarity index 86% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md index 0140495e6f..c595627172 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md @@ -1,24 +1,24 @@ ---- -title: Weighted Series -author: Natalia Kazakova -legacyId: 16547 ---- -# Weighted Series -Weighted series allow you to visualize data in three dimensions. - -The following types of Weighted series are available. -* [Bubble](#bubble) - -## Data Binding Specifics -Data points in a weighted series present the following two measures. -* **Value** - the Y-coordinate of series points. -* **Weight** - the size of series points. - -When you select the **Bubble** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. - -![BubbleSeries_DataBinding](../../../../../images/img117789.png) - -## Bubble -Bubble series are similar to [Point series](point-and-line-series.md) except that they allow you to provide an additional measure whose values are expressed in a bubble size. - -![BubbleSeries](../../../../../images/img117790.png) \ No newline at end of file +--- +title: Weighted Series +author: Natalia Kazakova +legacyId: 16547 +--- +# Weighted Series +Weighted series allow you to visualize data in three dimensions. + +The following types of Weighted series are available. +* [Bubble](#bubble) + +## Data Binding Specifics +Data points in a weighted series present the following two measures. +* **Value** - the Y-coordinate of series points. +* **Weight** - the size of series points. + +When you select the **Bubble** series type in the Designer, the [DATA ITEMS](../../../ui-elements/data-items-pane.md) area displays two data item placeholders. Drag and drop the required measures to corresponding placeholders. + +![BubbleSeries_DataBinding](../../../../images/img117789.png) + +## Bubble +Bubble series are similar to [Point series](point-and-line-series.md) except that they allow you to provide an additional measure whose values are expressed in a bubble size. + +![BubbleSeries](../../../../images/img117790.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md new file mode 100644 index 0000000000..2e621960ad --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/chart/trend-indicators.md @@ -0,0 +1,99 @@ +--- +title: Trend Indicators +--- + +The Dashboard Designer allows you to display trend indicators in Chart dashboard items. + +The following indicator types are available: + +* Trend Line + + Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. +* Regression Line + + Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. +* Custom Indicator + + A custom indicator type registered in a dashboard. + +## Create a Trend Indicator + +Click the **Trend Indicators** button in the **Analysis** group of the **Data** Ribbon page. This command invokes the Trend Indicators dialog: + +![Trend Indicator Button](../../../images/create-a-trend-indicator.png) + +The dialog contains the following buttons: + +* Add + + Creates a new indicator. + +* Remove + + Removes the selected indicator. + +* OK + + Saves changes and closes the dialog. + +* Apply + + Saves changes and keeps the dialog open. + +* Cancel + + Closes the dialog and discards unsaved changes. + + +New indicators are generated with default settings: + +![Add a new indicator](../../../images/add-new-indicator.png) + +You can change the following settings before displaying an indicator in a Chart dashboard item. + +* Name + + The name of the trend indicator within the indicators collection. + +* Type + + The indicator type: Trend Line, Regression Line, or any registered Custom Type. + +* Value + + The measure data item that is used to calculate the trend indicator. + +* Value Level + + The value that specifies which series point value should be used to calculate the indicator. + +* Display In Legend + + Specifies whether to display the trend indicator in the legend. + +* Legend Text + + The text that identifies the trend indicator within the legend. + +* Dash Style + + The dash style used to paint the line. + +* Thickness + + The thickness of the indicator line. + +* Color + + The color for the trend indicator. + +* Visible + + Specifies whether to display the trend indicator. + +You can edit the created indicator in the Trend Indicators dialog: + +![Configure Trend Line in the UI](../../../images/configure-trend-line-in-the-ui.png) + + + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md new file mode 100644 index 0000000000..1899b8d4b9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map.md @@ -0,0 +1,34 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 16605 +--- +# Choropleth Map +The topics in this section describe the features available in the **Choropleth Map** dashboard item. + +The Choropleth Map dashboard item allows you to colorize the required areas in proportion to the provided values. + +![MainFeatures_Maps](../../images/img21964.png) + +This section consists of the following subsections: +* [Providing Maps](choropleth-map/providing-maps.md) + + Describes how to use default dashboard maps or provide custom maps. +* [Providing Data](choropleth-map/providing-data.md) + + Explains how to supply the Choropleth Map dashboard item with data. +* [Map Coloring](choropleth-map/map-coloring.md) + + Details how to color map shapes based on the values provided. +* [Map Navigation](choropleth-map/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](choropleth-map/interactivity.md) + + Describes features that enable interaction between the Choropleth Map and other dashboard items. +* [Labels](choropleth-map/labels.md) + + Describes how to display additional information related to map shapes. +* [Legend](choropleth-map/legend.md) + + Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md new file mode 100644 index 0000000000..27dfd693d3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md @@ -0,0 +1,20 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16610 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**).To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). + +![ChoroplethMap_MasterFiltering](../../../images/img22240.png) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the map's context menu. + +![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md new file mode 100644 index 0000000000..f77b0e4654 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/labels.md @@ -0,0 +1,35 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 17935 +--- +# Labels +A Choropleth map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. + +To manage map titles and tooltips, click the **Shape Labels** button in the **Design** ribbon tab. + +![ShapeLabelsButton_Ribbon](../../../images/img25014.png) + +This invokes the **Shape Label Settings** dialog. + +![ShapeLabelSettingsDialog](../../../images/img25015.png) + +In this dialog, you can specify attributes whose values will be displayed within shapes and tooltips. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. + +## Shape Titles +The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. + +![ChoroplethMap_TitleAttribute](../../../images/img25017.png) + +You can also use the **Include summary value** option to add summary values to shape titles. + +## Tooltips +The **Choropleth Map** dashboard item displays a tooltip that shows information related to a hovered shape. + +![ChoroplethMap_Tooltip](../../../images/img23695.png) + +You can choose whether to use a [binding attribute](providing-data.md) to display as the title of shape tooltips (the **Use binding attribute** option) or specify a custom attribute using the **Tooltip attribute** option. + +![ShapeLabelSettingsDialog_TooltipAttribute](../../../images/img25018.png) + +The Choropleth Map also allows you to add supplementary content to the tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md new file mode 100644 index 0000000000..2bfcb184e8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/legend.md @@ -0,0 +1,19 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 16611 +--- +# Legend +A legend is an element of a map that shows values corresponding to each [color](map-coloring.md). + +![ChoroplethMap_Legend](../../../images/img22232.png) + +## Visibility +To display a legend within a map, use the **Show Legend** button in the **Legend** group of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../images/img22233.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../images/img22236.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md similarity index 88% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md index b2f6ad3ef4..aa1a5f93b7 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md @@ -8,18 +8,18 @@ The **Choropleth Map** dashboard item colors map shapes depending on the [data p For instance, you can visualize a sales amount or population density. -![MapColorizer_Sales](../../../../images/img22206.png) +![MapColorizer_Sales](../../../images/img22206.png) ## Palette and Scale Settings The **Choropleth Map** automatically selects palette and scale settings to color map shapes. If you need to customize these settings, click the **Options** button next to the data item that contains these values. -![MapColorizer_OptionsButton](../../../../images/img22208.png) +![MapColorizer_OptionsButton](../../../images/img22208.png) This invokes the **Choropleth Map Options** dialog. -![MapColorizer_ChoroplethMapOptions](../../../../images/img22209.png) +![MapColorizer_ChoroplethMapOptions](../../../images/img22209.png) You can specify the following settings in this window. * **Color palette** - allows you to specify the start and end color of the palette. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md new file mode 100644 index 0000000000..e854f72ce7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md @@ -0,0 +1,57 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16609 +--- +# Delta +The **Choropleth Map** allows you to indicate the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +![ChoroplethMap_DeltaSales](../../../../images/img22211.png) + +## Delta Options +To specify delta indication settings, click the **Options** button next to the data item container. + +![ChoroplethMap_Delta_OptionsButton](../../../../images/img22213.png) + +This invokes the **Choropleth Map Options** dialog. When the map type is set to **Delta**, this dialog contains the following settings. + +![ChoroplethMap_DeltaOptionsDialog](../../../../images/img22214.png) +* **Value Type** + + You can specify which values to display within map tooltips. Use the **Value type** combo box to select the value that will be displayed as the delta value. + + | Value Type | Tooltip | + |---|---| + | **Actual value** | ![Map_DeltaValueType_ActualValue](../../../../images/img22215.png) | + | **Absolute variation** | ![Map_DeltaValueType_AbsoluteVariation](../../../../images/img22216.png) | + | **Percent variation** | ![Map_DeltaValueType_PercentVariation](../../../../images/img22217.png) | + | **Percent of target** | ![Map_DeltaValueType_PercentOfTarget](../../../../images/img22218.png) | +* **Result Indication** + + You can specify the condition that will be used to select the indicator color. To do this, use the **Result indication** combo box. + + | Result Indication | Area Color | + |---|---| + | **Greater is good** | ![Map_DeltaResultIndicaion_GreaterIsGood_1](../../../../images/img22221.png)![Map_DeltaResultIndicaion_GreaterIsGood_2](../../../../images/img22222.png) | + | **Less is good** | ![Map_DeltaResultIndicaion_LessIsGood_1](../../../../images/img22223.png)![Map_DeltaResultIndicaion_LessIsGood_2](../../../../images/img22224.png) | + | **Warning if greater** | ![Map_DeltaResultIndicaion_WarningIfGreater_1](../../../../images/img22225.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | + | **Warning if less** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfLess_2](../../../../images/img22228.png) | + | **No indication** | ![Map_DeltaResultIndicaion_WarningIfLess_1](../../../../images/img22227.png)![Map_DeltaResultIndicaion_WarningIfGreater_2](../../../../images/img22226.png) | +* **Threshold type** and **Threshold value** + + You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. For instance, the actual value exceeds the target value by 10%, or by $2K. + + Use the **Threshold type** combo box to select whether you wish to specify the threshold in percentage values or in absolute values. Then use the **Threshold value** box to specify the threshold value. + +The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![](../../../../images/choroplethmap_deltaoptionsdialog_format.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md new file mode 100644 index 0000000000..67a82a2c71 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 17930 +--- +# Map Navigation +The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling. + +The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Choropleth map using the mouse. + +You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. + +![MapNavigationGroup](../../../images/img25019.png) + +Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md new file mode 100644 index 0000000000..778a8df270 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md @@ -0,0 +1,42 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16607 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data in the Designer. + +The image below shows a sample Choropleth Map dashboard item that is bound to data. + +![ChoroplethMapDataBinding_Main](../../../images/img117705.png) + +To bind the Choropleth Map dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. +The Choropleth Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** +* **Attribute** - + Allows you to associate map shapes with data source field values. + + To associate map shapes with data source field values, drag-and-drop the required dimension to the data item's placeholder and select the required attribute in the **Map Attribute Binding** dialog. To invoke this dialog, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![ChoroplethMap_MapAttributeBindingIcon](../../../images/img22351.png) icon) next to the **Attribute** placeholder. + + ![MapAttributeBindingDialog_ChoroplethMap](../../../images/img117708.png) + + Select the required attribute and click **OK**. +* **Maps** - + Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. + + Click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![Grid_ColumnTypeIndicators_MeasureColumn](../../../images/img19671.png) or ![Grid_ColumnTypeIndicators_DeltaColumn](../../../images/img19669.png) icon depending on the map type) next to the **Value** placeholder and select the required map type in the invoked **Choropleth Map Options** dialog. + + ![ChoroplethMapOptions_MapType](../../../images/img117709.png) + * If you select **Value**, the Choropleth map colors map shapes depending on the values provided. To learn more, see [Map Coloring](map-coloring.md). + * If you select **Delta**, the Choropleth map colors map shapes depending on the difference between two values. To learn how to specify delta indication settings, see [Delta](map-coloring/delta.md). + + > [!NOTE] + > You can fill several data item containers in the **Maps** section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. + +**TOOLTIP DATA ITEMS** +* **Measures** - + Allows you to add supplementary content to the tooltips. Drag and drop the required measures to provide additional data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md new file mode 100644 index 0000000000..bfbd7dfaf8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md @@ -0,0 +1,57 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 16606 +--- +# Providing Maps +This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. + +## Default Maps +DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a world map. +* **Europe** - a map of Europe. +* **Asia** - a map of Asia. +* **North America** - a map of North America. +* **South America** - a map of South America. +* **Africa** - a map of Africa. +* **USA** - a map of the USA. +* **Canada** - a map of Canada. + +> [!NOTE] +> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. + +To select the required default map, use the **Default Map** button in the **Open** group of the **Design** ribbon tab. + +![Map_DefaultMaps_Ribbon](../../../images/img22183.png) + +As an alternative, use the corresponding command in the map context menu. + +## Custom Maps +DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. +* **.shp** file - holds map shapes (points/lines/polygons). +* **.dbf** file - contains attributes for each shape. + +To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). + +![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) + +In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. + +> [!NOTE] +> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. + +> [!NOTE] +> Attributes from the corresponding **.dbf** file located in the same directory will be included in the map automatically. + +## Map Attributes +After you select the default map or a custom map, you can view supplemental information (such as the name of the country, state, etc.). To do this, click the **Options** button next to the **Attribute** placeholder. + +![Map_MapAttributeBinding](../../../images/img22198.png) + +In the invoked **Map Attribute Binding** dialog, click **Preview**. + +![Map_ShapefileAttributesPreview](../../../images/img22197.png) + +This table displays the available attributes for the current map. Each set of attribute values is related to a specific map shape. + +To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md new file mode 100644 index 0000000000..fcc23e743b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/dashboard-item-group.md @@ -0,0 +1,34 @@ +--- +title: Dashboard Item Group +author: Natalia Kazakova +legacyId: 17942 +--- +# Dashboard Item Group +DevExpress Dashboard provides the capability to combine dashboard items into a group. The dashboard item group serves two main purposes. +* Combine dashboard items within the dashboard into a separate [layout group](../dashboard-layout/dashboard-items-layout.md). +* Manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. + +For instance, you can combine related [filter elements](filter-elements.md) and [data visualization dashboard items](../add-dashboard-items.md) into a group. + +![Fundamentals_DashboardItemGroup](../../images/img24788.png) +* [Create a Group](#create-a-group) +* [Interactivity](#interactivity) + +## Create a Group +To create a new group, use the **Group** button in the **Home** ribbon tab. + +![GroupButton_Ribbon](../../images/img24852.png) + +You can add dashboard items to a group and manage item layout using [drag-and-drop](../dashboard-layout/dashboard-items-layout.md). To learn how to manage a group's caption, see the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic. + +> [!NOTE] +> Note that a dashboard item group cannot be added to another group. + +## Interactivity +The dashboard item group provides the capability to manage [interaction](../interactivity/master-filtering.md) between dashboard items within and outside the group. + +The **Master Filter** button allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group.**** + +![GrouMasterFilterButton_Ribbon](../../images/img24853.png) + +The **Ignore Master Filters** button allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md new file mode 100644 index 0000000000..28278740e1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/date-filter.md @@ -0,0 +1,107 @@ +--- +title: Date Filter +author: Boris Zaitsev +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../images/datefilter-autoheight.png) + +End-users can click the button to invoke the Date Picker: + +![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) + +## Add a New Date Filter to the Dashboard + +To create a Date Filter item, click the **Filter Elements** drop-down button in the **Insert** group on the **Home** ribbon page and select **Date Filter**. + +![DateFilter - Ribbon](../../images/datefilter-ribbon.png) + +## Bind to Data + +You can use `DateTime`/`DateOnly` fields for a date filter. + +Use the **Data Items Pane** to perform data binding. Drag the dimension field from the [Data Source Browser](../ui-elements/data-source-browser.md) to the data item, and click the _Options_ button to select [group intervals](../data-shaping/formatting-data.md). + +![DATA ITEMS Pane](../../images/datefilter-data-items-pane.png) + +## Filter Type + +A filter can be a DateTime value, DateTime range or infinite interval before or after a specified date. + +To specify the filter type, click the drop-down **Filter Type** in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![datefilter-filtertype-ribbon](../../images/datefilter-filtertype-ribbon.png) + +## Date Picker + +![Date Picker](../../images/datefilter-datepicker.png) + +The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". + +The calendar drops down when the end user: + +* clicks the button without a specified range (the button with the "Click to set filter" caption) +* clicks the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. + +A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After) or two calendar controls (the Filter Type is Between). + +When the user selects the date, the Date Picker caption displays information about that date (date range) and the ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If the user clicks the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When the user clicks the icon, the drop-down calendar appears and enables the user to select another date range. + +To show or hide the Date Picker component, click the **Show Date Picker** check button in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![](../../images/datefilter-showdatepicker-ribbon.png) + +## Display Format + +To specify the date-time value format, use the **Format** submenu in the data item menu, as described in the [Formatting Data](../data-shaping/formatting-data.md) topic. + +To specify a custom string displayed in the Date Picker component, use the **Edit Names** dialog. To invoke the dialog, right-click the DateFilter item and click the Edit Names... menu item or click the **Edit Names** button in the **Design** Ribbon tab. + +![datefilter-displaytextpattern-editnames-dialog](../../images/datefilter-displaytextpattern-editnames-dialog.png) + +You can include placeholders in a custom string. The {0} placeholder is the interval's start, the {1} placeholder is the interval's end. + +## Create Quick Filters + +Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until the end-user clicks the same button once more to reset the filter to its default value. The buttom becomes unchecked if the end user clicks another button. + +![Quick Filters](../../images/datefilter-quick-filters.png) + +The item's context menu contains commands with the same captions that act as quick filters. + +A newly created DateFilter dashboard item has no quick filters. To add a quick filter: + +* in the dashboard designer, click the _[Options](../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../images/img123296.png) icon) next to the _Argument_ placeholder +* or select the _Edit Periods_ command in the context menu +* or click the **Edit Periods** in the ribbon (Date Filter Tools contextual tab-> Design page -> Interactivity group): + + ![datefilter-editperiods-ribbon](../../images/datefilter-editperiods-ribbon.png) + +This invokes the **Edit Periods** dialog. You can select a [predefined range](range-filter/predefined-ranges.md) or add a custom period, specify the quick filter's range and caption. + +![datefilter-edit-periods-dialog](../../images/datefilter-edit-periods-dialog.png) + +## Arrange Quick Filters + +Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +To specify the arrangement mode, click the **Arrangement Mode** drop-down in the ribbon (Date Filter Tools contextual tab-> Design page -> Layout group): + +![datefilter-arrangement-ribbon](../../images/datefilter-arrangement-ribbon.png) + +Auto Height Arrangement Mode: + +![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) + +Vertical Arrangement Mode: + +![Vertical Arrangement Mode](../../images/datefilter-vertical.png) + + +Horizontal Arrangement Mode: + +![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/filter-elements.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..0c168b397b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md @@ -0,0 +1,58 @@ +--- +title: Filter Elements Overview +author: Natalia Kazakova +legacyId: 17939 +--- +# Filter Elements Overview +The **Dashboard Designer** allows you to create filter elements that used to filter other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +To add the required filter element to the dashboard, use the **Filter Elements** button in the **Home** ribbon tab. + +![FilterElements_Ribbon](../../../images/img24808.png) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. + +You can switch the combo box type in the ribbon **Design** tab. + +![ComboboxTypes_Ribbon](../../../images/img24836.png) + +| Combo Box Type | Example | Description | +|---|---|---| +| **Standard** | ![Combobox_Standard](../../../images/img24834.png) | Allows yous to select only a single value. | +| **Checked** | ![Combobox_Checked](../../../images/img24835.png) | Allows you to select multiple values in the invoked drop-down list. | + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. + +You can switch the list box type in the ribbon **Design** tab. + +![ListboxTypes_Ribbon](../../../images/img24837.png) + +| List Box Type | Example | Description | +|---|---|---| +| **Checked** | ![Listbox_Checked](../../../images/img24840.png) | Allows you to select multiple values in the list box. | +| **Radio** | ![Listbox_Radio](../../../images/img24841.png) | Allows you to select only a single value in the radio group. | + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![Treeview_Checked](../../../images/img24843.png) + +You can manage the initial expanded state of filter values using the **Auto Expand** button in the **Design** ribbon tab. + +![Treeview_AutoExpand](../../../images/img24844.png) + +## Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../../images/datefilter-autoheight.png) + +See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md new file mode 100644 index 0000000000..938a034f05 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md @@ -0,0 +1,32 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 17941 +--- +# Interactivity +This document describes the filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +> [!IMPORTANT] +> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. + +Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). + +![FilterElements_Interactivity](../../../images/img24829.png) + +You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the **State/Province** filter element contains states related to the 'United States' value, while the **City** filter element contains cities related to the 'New York' value. + +![CascadingFiltering](../../../images/img24833.png) + +Disable the **Ignore Master Filters** option for the required filter element to allow applying filtering to this element. + +## Filter Element Options +_Standard_ Combo Box and _Radio_ List Box filter elements have the _(Allow Empty Filter)_ option that enables the filter mode without selected items. To enable the mode, click the **Allow Empty Filter** button in the **Design** ribbon tab. + +![ShowAllValue_Ribbon](../../../images/img26111.png) + +The **Enable Search** button displays the search box that allows you to search and filter as you type: + +![Enable_Search](../../../images/img256001.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md new file mode 100644 index 0000000000..950e67083d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 17940 +--- +# Providing Data +This topic describes how to bind filter elements to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a consistent manner (see [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details), the only difference being the data sections that these dashboard items comprise. + +## Binding Overview +All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. + +To learn about the specifics of binding various filter elements to data, see the table below. + +| Dashboard Item | Data Sections | Description | +|---|---|---| +| **Combo Box** | ![ComboBox_ProvidingData](../../../images/img24813.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the drop-down list will contain combinations of dimension values. | +| **List Box** | ![ListBox_ProvidingData](../../../images/img24814.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | +| **Tree View** | ![TreeView_ProvidingData](../../../images/img24815.png) | The Tree View filter element allows you to display dimension values in a hierarchical way. This can be the set of dimensions with different [group intervals](../../data-shaping/grouping.md) (for instance, Year/Quarter/Month) or the set of related dimensions (for instance, geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md new file mode 100644 index 0000000000..8b56e48bb4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges.md @@ -0,0 +1,29 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 16593 +--- +# Gauges +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![MainFeatures_Gauges](../../images/img18176.png) + +This section consists of the following subsections: +* [Providing Data](gauges/providing-data.md) + + Provides information about how to supply the Gauge dashboard item with data. +* [Delta](gauges/delta.md) + + Provides an overview of the Gauge dashboard item's capability to display the difference between two parameters. +* [Gauge Scale](gauges/gauge-scale.md) + + Describes options that relate to the gauge scales. +* [Interactivity](gauges/interactivity.md) + + Describes features that enable interaction between the Gauge dashboard item and other items. +* [Layout](gauges/layout.md) + + Describes layout options of the Gauge dashboard item. +* [Style](gauges/style.md) + + Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md new file mode 100644 index 0000000000..b87a54f948 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/delta.md @@ -0,0 +1,57 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 16595 +--- +# Delta +Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). + +![Delta_Gauge](../../../images/img20029.png) + +To customize settings that relate to the calculation and display of deltas, use the options buttons (the ![DataItemsArea_OptionsButton](../../../images/img20167.png) icon) displayed next to the data item container in the Gauges section of the DATA ITEMS pane. + +![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) + +These buttons invoke the **Gauge Options** dialog. + +![Gauges_DeltaOptions_OptionsWindow](../../../images/img19992.png) + +Use it to define the condition for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance. +* [Delta Values](#deltavalues) +* [Delta Indication](#deltaindicationcondition) +* [Comparison Tolerance](#comparisontolerance) + +## Delta Values +You can specify which values should be displayed within gauges. Use the **Value type** combo box in the **Gauge Options** window to select the value that will be displayed as the delta value. + +| Value Type | Result | +|---|---| +| Actual Value | ![Gauges_Delta_Values_ActualValue](../../../images/img20094.png) | +| Absolute Variation | ![Gauges_Delta_Values_AbsoluteVariation](../../../images/img20093.png) | +| Percentage Variation | ![Gauges_Delta_Values_PercentVariation](../../../images/img20096.png) | +| Percentage of Target | ![Gauges_Delta_Values_PercentOfTarget](../../../images/img20095.png) | + +## Delta Indication +You can specify the condition for displaying delta indication. To do this, use the **Result indication** combo box in the **Gauge Options** window. +* Greater is Good - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication is displayed. + + ![Gauges_Delta_Indication_GreaterIsGood](../../../images/img20088.png) +* Less is Good - The 'bad' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication is displayed. + + ![Gauges_Delta_Indication_LessIsGood](../../../images/img20089.png) +* No Indication - Indication is not displayed. + + ![Gauges_Delta_Indication_NoIndication](../../../images/img20090.png) +* Warning if Greater - A warning is displayed if the actual value exceeds the target value; otherwise, no indication is displayed. + + ![Gauges_Delta_Indication_WarningIfGreater](../../../images/img20091.png) +* Warning if Less - A warning is displayed if the target value exceeds the actual value; otherwise, no indication is displayed. + + ![Gauges_Delta_Indication_WarningIfLess](../../../images/img20092.png) + +## Comparison Tolerance +The comparison tolerance allows you to create more advanced conditions for displaying delta indication. For instance, you can specify that a specific indication should be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. + +Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md new file mode 100644 index 0000000000..b97fa7a522 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md @@ -0,0 +1,32 @@ +--- +title: Gauge Scale +author: Natalia Kazakova +legacyId: 16596 +--- +# Gauge Scale +By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. + +![Gauges_MinimumMaximumValues](../../../images/img18659.png) + +You can override this behavior and specify the maximum and minimum values on the scale. + +To do this, invoke the **Gauge Options** window using the **Options** button displayed in the data item container in the Gauges section of the DATA ITEMS pane. + +![Gauges_DeltaOptions_OptionsButton](../../../images/img19991.png) + +In the **Gauge Options** window, uncheck the **Auto** check box for the maximum or minimum value, and specify this value in the corresponding field. + +![Gauges_Scale_OptionsWindow](../../../images/img20099.png) + +The **Format** tab allows you to specify the numeric display formats for for different value types, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. + +![Gauges_Scale_OptionsWindow_Format](../../../images/gauges_scale_optionswindow_format.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/gauges/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md new file mode 100644 index 0000000000..5dfd61c8d3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md @@ -0,0 +1,29 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16599 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a gauge to view the details. + +![Anim_Gauges_DrillDown](../../../../images/img19997.gif) + +> [!NOTE] +> When [Master Filtering](master-filtering.md) is enabled, you can view the details by double-clicking a gauge. + +Drill-down requires that the **Series** section contains several dimensions, from the least detailed to the most detailed dimension. + +![Cards_Interactivity_DrillDown_DataItems](../../../../images/img19987.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Drill Up** command in the Gauge’s context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md new file mode 100644 index 0000000000..7ba67b8e2f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md @@ -0,0 +1,15 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16598 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +When master filtering is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). + +![Anim_Gauges_MasterFilter](../../../../images/img19998.gif) + +To learn how to enable master filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) of the Gauge dashboard item, or the **Clear Master Filter** command in the Gauge’s context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md new file mode 100644 index 0000000000..bc0b019058 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/layout.md @@ -0,0 +1,21 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16600 +--- +# Layout +The **Gauge** dashboard item allows you to specify the number of columns or rows in which individual gauges are arranged. + +To control how gauges are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. + +By default, the **Auto Arrange** option is enabled, which automatically resizes gauges to fit within the dashboard item. + +![Gauges_Layout_AutoArrange](../../../images/img20007.png) + +You can also specify the number of columns in which gauges are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Gauges_Layout_ArrangeInColumns](../../../images/img20005.png) + +Similarly, you can arrange pies in a specific number of rows by clicking the **Arrange in Rows** button. + +![Gauges_Layout_ArrangeInRows](../../../images/img20006.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md new file mode 100644 index 0000000000..00ff63f24f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16594 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data in the Designer. + +The image below shows a sample Gauge dashboard item that is bound to data. + +![GaugeProvidingData_Main](../../../images/img117703.png) + +To bind the Gauge dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Gauge's data sections. + +| Section | Description | +|---|---| +| **Gauges** | Contains data items used to calculate values displayed by gauges. Data items are arranged in containers. Each _[data item container](../../ui-elements/data-items-pane.md)_ can hold two data items. The first item contains _actual_ data and the second item (optional) contains _target_ data. If both items are provided, gauges show the difference between actual and target values. You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. This drop-down menu is available if the Series section is not empty. Otherwise, a separate gauge is created for each data item container, and all gauges are displayed simultaneously. | +| **Series** | Contains data items whose values are used to label gauges. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md new file mode 100644 index 0000000000..cf17075c50 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/gauges/style.md @@ -0,0 +1,41 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 16601 +--- +# Style +The **Gauge** dashboard item allows you to select the gauge type. + +The following types are supported. + +**Full Circular:** + +![Gauges_ViewType_FullCircular](../../../images/img18618.png) + +**Half Circular:** + +![Gauges_ViewType_HalfCircular](../../../images/img18619.png) + +**Left-Quarter Circular:** + +![Gauges_ViewType_LeftQuarterCircular](../../../images/img18620.png) + +**Right-Quarter Circular:** + +![Gauges_ViewType_RightQuarterCircular](../../../images/img18623.png) + +**Three-Fourths Circular** + +![Gauges_ViewType_ThreeQuarterCircular](../../../images/img18624.png) + +**Linear Horizontal:** + +![Gauges_ViewType_LinearHorizontal](../../../images/img18621.png) + +**Linear Vertical:** + +![Gauges_ViewType_LinearVertical](../../../images/img18622.png) + +To select the gauge type, use the buttons in the **Style** group of the **Design** Ribbon tab. + +![Gauges_ViewType_Ribbon](../../../images/img20166.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md new file mode 100644 index 0000000000..7e5fd225c6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps.md @@ -0,0 +1,32 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 16612 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. + +![MapsOverview_GeoPointMap](../../images/img23628.png) + +This section consists of the following subsections. +* [Map Types Overview](geo-point-maps/map-types-overview.md) + + Lists the available types of Geo Point maps and their features. +* [Providing Maps](geo-point-maps/providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) + + Describe specific capabilities of various Geo Point Map types. +* [Clustering](geo-point-maps/clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Interactivity](geo-point-maps/interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](geo-point-maps/labels.md) + + Describes how to display additional information related to map shapes. +* [Map Navigation](geo-point-maps/map-navigation.md) + + Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md new file mode 100644 index 0000000000..0246a31ef7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md @@ -0,0 +1,14 @@ +--- +title: Bubble Map +author: Natalia Kazakova +legacyId: 16718 +--- +# Bubble Map +The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + +![MapsOverview_BubbleMap](../../../images/img23629.png) + +Topics in this section describe specific capabilities of the Bubble Map dashboard item. +* [Providing Data](bubble-map/providing-data.md) +* [Coloring](bubble-map/coloring.md) +* [Legends](bubble-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md new file mode 100644 index 0000000000..867b10b05c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16782 +--- +# Coloring +The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles depending on the [provided](providing-data.md) values. + +![BubbleMap_DataItems](../../../../images/img23580.png) + +To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. + +![BubbleMapWin_ColorScaleOptionsDialog](../../../../images/img126626.png) + +You can specify the following settings in this window. +* **Color palette** - allows you to specify the start and end color of the palette. +* **Scale settings** - specifies whether a _percent_ scale or an _absolute_ scale is used to define a set of colors. You can specify the number of levels that represent the number of colors used to color the map. +* **Preview** is used to display a full set of palette colors generated based on the start/end colors and the number of levels. Use the **Allow Edit** check box to automatically change the generated colors or specify value ranges for each color. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md new file mode 100644 index 0000000000..08bc4d05d0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md @@ -0,0 +1,35 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 17257 +--- +# Legends +Bubble Map provides two types of legends used to identify map objects - color and weighted legends. +* [Color Legend](#color) +* [Weighted Legend](#weighted) + +## Color Legend +The color legend helps you to identify which colors correspond to specific values. + +![ChoroplethMap_Legend](../../../../images/img22232.png) + +To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) + +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../../images/img22236.png) + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific bubble sizes. + +![GeoPointMap_WeightedLegend](../../../../images/img23624.png) + +To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. + +![ShowWeightedLegendRibbon](../../../../images/img23625.png) + +To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md new file mode 100644 index 0000000000..addce1d943 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md @@ -0,0 +1,28 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16781 +--- +# Providing Data +This topic describes how to bind the **Bubble Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Bubble Map dashboard item that is bound to data. + +![BubbleMap_DataItems](../../../../images/img23580.png) + +Note that the Bubble Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** +* **Latitude** - Accepts a dimension used to provide geographic latitude. +* **Longitude** - Accepts a dimension used to provide geographic longitude. +* **Weight** - Accepts a measure used to evaluate the bubble's weight. +* **Color** - Accepts a measure used to evaluate the bubble's color. + + The Bubble Map dashboard item automatically selects palette and scale settings used to color bubbles. To customize these settings, click the **Options** button next to the **Color** placeholder. This invokes the **Color Scale Options** dialog, which allows you to specify the palette and scale options. To learn how to use this dialog, see [Coloring](coloring.md). + +**TOOLTIP DATA ITEMS** +* **Dimensions** - Accepts dimensions allowing you to add supplementary content to the tooltips. +* **Measures** - Accepts measures allowing you to add summaries to the tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md new file mode 100644 index 0000000000..eec2737470 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md @@ -0,0 +1,19 @@ +--- +title: Clustering +author: Natalia Kazakova +legacyId: 17256 +--- +# Clustering +When a **Geo Point** map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The **Dashboard Designer** provides the capability to group neighboring map objects. This feature is called **Clustering**. + +For instance, the **Geo Point Map** dashboard item combines callouts to bubbles. + +![ClusteredCallouts](../../../images/img23590.png) + +The **Bubble Map** and **Pie Map** dashboard items cluster bubbles/pies with other bubbles/pies. + +![ClusteringPies](../../../images/img23641.png) + +To enable clustering in the Designer, use the **Enable Clustering** button in the **Data** ribbon tab. + +![ClusteringButton_Ribbon](../../../images/img23585.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md new file mode 100644 index 0000000000..fdb4d184ec --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md @@ -0,0 +1,12 @@ +--- +title: Geo Point Map +author: Natalia Kazakova +legacyId: 16714 +--- +# Geo Point Map +The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + +![MapsOverview_GeoPointMap](../../../images/img23628.png) + +Topics in this section describe specific capabilities of the Geo Point Map dashboard item. +* [Providing Data](geo-point-map/providing-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md new file mode 100644 index 0000000000..09fbd10be2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16614 +--- +# Providing Data +This topic describes how to bind the **Geo Point Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Geo Point Map dashboard item that is bound to data. + +![GeoPointMap_DataItems](../../../../images/img23579.png) + +Note that the Geo Point Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** + +| Section | Description | +|---|---| +| **Latitude** | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Accepts a dimension used to provide geographic longitude. | +| **Value** | Accepts values related to geographic points. These values are displayed within map callouts. | + +**TOOLTIP DATA ITEMS** + +| Section | Description | +|---|---| +| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..da6f334481 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16615 +--- +# Interactivity +This document describes the **Master Filtering** capability, which enables interaction between the **Geo Point Map** and other dashboard items. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about the filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFilter](../../../images/img22296.png) + +> [!NOTE] +> When you select a [clustered](clustering.md) bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the map's [caption](../../dashboard-layout/dashboard-item-caption.md), or the **Clear Master Filter** command in the context menu. + +![ContextMenu_ClearMasterFilter](../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md new file mode 100644 index 0000000000..9552f12284 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md @@ -0,0 +1,25 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 17937 +--- +# Labels +Geo Point maps provide the capability to display titles within map shapes and allows you to add supplementary content to the callout/bubble/pie tooltips. + +## Shape Titles +To manage map titles, click the **Shape Title** button in the **Design** ribbon tab. + +![ShapeTitleButton_Ribbon](../../../images/img25024.png) + +This invokes the **Shape Title Settings** dialog. + +![GeoPointMap_ShapeTitleDialog](../../../images/img25025.png) + +In this dialog, you can specify attributes whose values will be displayed within shapes. Use the ![Map_LoupeButton](../../../images/img24941.png) button to preview the available attributes and their values for the current map. + +The **Title attribute** option allows you to select the attribute whose values are displayed within corresponding map shapes. + +![GeoPointMap_CustomTitle_Sum](../../../images/img25026.png) + +## Tooltips +Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the TOOLTIP DATA ITEMS area. To learn more, see the Tooltip Data Items paragraph in the [Providing Data](geo-point-map/providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md new file mode 100644 index 0000000000..8528f0916b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 17936 +--- +# Map Navigation +Geo Point maps allow you to perform navigation actions such as zooming and scrolling. + +The Dashboard Designer allows you to specify the initial zooming/scrolling state for the Geo Point map using the mouse. + +You can disable the capability to scroll/zoom the map using the **Lock Navigation** button in the **Design** ribbon tab. + +![MapNavigationGroup](../../../images/img25019.png) + +Use the **Full Extent** button to display the entire map within the dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md new file mode 100644 index 0000000000..1f182d756e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md @@ -0,0 +1,37 @@ +--- +title: Map Types Overview +author: Natalia Kazakova +legacyId: 17255 +--- +# Map Types Overview +The **Dashboard Designer** allows you to create three types of **Geo Point** maps. +* The **[Geo Point Map](geo-point-map.md)** dashboard item allows you to place callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap](../../../images/img23628.png) +* The **[Bubble Map](bubble-map.md)** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + + ![MapsOverview_BubbleMap](../../../images/img23629.png) +* The **[Pie Map](pie-map.md)** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![MapsOverview_PieMap](../../../images/img23630.png) + +To create the required **Geo Point Map** dashboard item, use the **Geo Point Maps** button in the **Home** ribbon tab. + +![GeoPointMapsButton_Ribbon](../../../images/img23576.png) + +To learn more about common capabilities of all Geo Point map types, see the following topics. +* [Providing Maps](providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Clustering](clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Interactivity](interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](labels.md) + + Describes how to display additional information related to map shapes. +* [Map Navigation](map-navigation.md) + + Explains how to manage map zooming and scrolling. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md new file mode 100644 index 0000000000..dcbb9a05b9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md @@ -0,0 +1,15 @@ +--- +title: Pie Map +author: Natalia Kazakova +legacyId: 16779 +--- +# Pie Map +The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + +![MapsOverview_PieMap](../../../images/img23630.png) + +Topics in this section describe specific capabilities of the Pie Map dashboard item. +* [Providing Data](pie-map/providing-data.md) +* [Pie Options](pie-map/pie-options.md) +* [Coloring](pie-map/coloring.md) +* [Legends](pie-map/legends.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md new file mode 100644 index 0000000000..402935ff69 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16789 +--- +# Coloring +In **Default** color mode, the Pie Map dashboard item colors its segments in the following way: + +* If the Pie Map dashboard item contains arguments (the **Arguments** section), different argument values are colored by [hue](../../../appearance-customization/coloring/coloring-concepts.md). +* If the Pie Map dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by hue. + +The image below illustrates the Pie Map dashboard item whose argument values are painted in different colors. A special icon (![ColoringIndicator](../../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![PieMap_DataItems](../../../../images/img23581.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md new file mode 100644 index 0000000000..ef6a5accaf --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md @@ -0,0 +1,38 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 16794 +--- +# Legends +The Pie Map provides two types of legends used to identify map objects - color and weighted legends. +* [Color Legend](#color) +* [Weighted Legend](#weighted) + +## Color Legend +The color legend helps you to identify which colors correspond to specific argument values. + +![PieMap_LegendExample](../../../../images/img126627.png) + +To display a color legend within a map, use the **Show Color Legend** button in the **Color Legend** section of the **Design** Ribbon tab. + +![ChoroplethMap_ShowLegend_Ribbon](../../../../images/img22233.png) + +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Map_LegendPosition_Ribbon](../../../../images/img22236.png) + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific pie sizes. + +![GeoPointMap_WeightedLegend](../../../../images/img23624.png) + +> [!NOTE] +> The Pie Map dashboard item does not display the weighted legend if [weighed pies](pie-options.md) are disabled. + +To select the required weighted legend type, use the **Show Weighted Legend** button in the **Weighted Legend** section of the **Design** Ribbon tab. + +![ShowWeightedLegendRibbon](../../../../images/img23625.png) + +To specify the legend's position, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![WeightedLegendPosition_Ribbon](../../../../images/img23627.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md new file mode 100644 index 0000000000..4fc80eabca --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md @@ -0,0 +1,13 @@ +--- +title: Pie Options +author: Natalia Kazakova +legacyId: 16788 +--- +# Pie Options +The Pie Map dashboard item allows you to take into account the weight of pies. In this case, the relative sizes of the pies depend on the corresponding summary values. + +![WeightedPies](../../../../images/img126625.png) + +To enable this capability, use the **Weighted Pies** button in the **Design** ribbon tab. + +![WeightedPies_Ribbon](../../../../images/img23646.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md new file mode 100644 index 0000000000..86858e6f1a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16783 +--- +# Providing Data +This topic describes how to bind the **Pie Map** dashboard item to data using the **Dashboard Designer**. + +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner (see [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) for details). The only difference is in the data sections that these dashboard items have. + +The image below shows a sample Pie Map dashboard item that is bound to data. + +![PieMap_DataItems](../../../../images/img23581.png) + +Note that the Pie Map provides two data item groups for data binding: DATA ITEMS and TOOLTIP DATA ITEMS. +Tables below list the available data sections. + +**DATA ITEMS** + +| Section | Description | +|---|---| +| **Latitude** | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Accepts a dimension used to provide geographic longitude. | +| **Values** | Accepts measures used to calculate pie values. In case of negative measure values, Pie Map uses their absolute values. If you added a data item to the **Argument** section and several data items to the **Values** section, you can use the **Values** drop-down menu to switch between the provided values. To invoke the **Values** menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the map's [caption](../../../dashboard-layout/dashboard-item-caption.md) or use the map's context menu. | +| **Argument** | Allows you to provide data for pie arguments. | + +**TOOLTIP DATA ITEMS** + +| Section | Description | +|---|---| +| **Dimensions** | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Measures** | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md new file mode 100644 index 0000000000..279e4f5115 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md @@ -0,0 +1,44 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 16613 +--- +# Providing Maps +This document explains how to use the default **DevExpress Dashboard maps**, or provide custom maps. + +## Default Maps +DevExpress Dashboard ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a world map. +* **Europe** - a map of Europe. +* **Asia** - a map of Asia. +* **North America** - a map of North America. +* **South America** - a map of South America. +* **Africa** - a map of Africa. +* **USA** - a map of the USA. +* **Canada** - a map of Canada. + +> [!NOTE] +> Note that the **World Countries** map has a lower level of detail than maps of specific regions and may not contain some countries. As an alternative, you can load a custom map with the required granularity. + +To select the default map, use the **Default Map** button in the **Design** ribbon tab. + +![Map_DefaultMaps_Ribbon](../../../images/img22183.png) + +As an alternative, use the corresponding command in the map's context menu. + +## Custom Maps +DevExpress Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types. +* **.shp** file - holds map shapes (points/lines/polygons). +* **.dbf** file - contains attributes for each shape. + +To open an existing shapefile, use the **Load Map** or **Import Map** button in the Ribbon, or the command in the context menu (**Load Map...** or **Import Map...**). + +![Map_LoadOpenMap_Ribbon](../../../images/img22192.png) + +In the invoked dialog, locate the required **.shp** file. Note that custom maps created in the Cartesian coordinate system are not supported. + +> [!NOTE] +> If the map is opened using the **Load Map** button, the [dashboard XML definition](../../save-a-dashboard.md) will contain the path to a map shapefile. If the map is opened using the **Import Map** button, the dashboard XML definition will contain the map itself. + +> [!NOTE] +> Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md new file mode 100644 index 0000000000..e0feed4aeb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid.md @@ -0,0 +1,35 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 16561 +--- +# Grid +The topics in this section describe the features available in the **Grid** dashboard item, and provide extensive information on how to create and customize grids in the **Dashboard Designer**. + +![MainFeatures_Grid](../../images/img18177.png) + +This section consists of the following subsections. +* [Providing Data](grid/providing-data.md) + + Provides information about how to supply the Grid dashboard item with data. +* [Columns](grid/columns.md) + + Describes different types of grid columns. +* [Interactivity](grid/interactivity.md) + + Describes features that imply interaction between the Grid and other dashboard items. +* [Conditional Formatting](grid/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. +* [Totals](grid/totals.md) + + Describes totals that allow you to calculate summaries against values displayed within Grid columns. +* [Layout](grid/layout.md) + + Describes the Grid's layout options. +* [Column Filter](grid/column-filter.md) + + Describes how you can search data in the Grid item. +* [Style](grid/style.md) + + Describes the Grid's style settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md new file mode 100644 index 0000000000..34c4919972 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/column-filter.md @@ -0,0 +1,56 @@ +# Column Filter for a WinForms Grid Item + +Column filters (filter row and header filter) allow users to search data in the Grid item. These filters do not affect data outside the Grid. + +## Filter Row + +The **filter row** allows a user to filter data by individual column values. To display a filter row, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Filter Row** button in the **Column Filter** group: + +![WinForms Designer - Display a filter row](../../../images/win-designer-display-filter-row.png) + +When the filter row appears, a user can enter the condition in the text box to filter column values: + +![WinForms Designer - Filter row](../../../images/win-designer-filter-row-text-box.png) + +The filter row's cells can be of different types--text boxes for string and numeric values, calendars for dates, and so on. + +## Header Filter + +The **header filter** allows users to filter values in an individual column. A user can include or exclude values from the applied filter to show the result. + +![WinForms Designer - Header filter](../../../images/win-designer-header-filter.png) + +The header filter is always enabled, so you cannot disable it in the UI. + +## Update Totals + +A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. + +To update totals, go to the Grid's **Design** Ribbon tab in the Designer and enable the **Update Totals** button in the **Column Filter** group: + +![WinForms Designer - Enable Totals Updates](../../../images/win-designer-recalculate-totals.png) + +As a result, the Grid item recalculates totals depending on the applied column filters: + +![WinForms Designer - Updated totals in a filter row](../../../images/win-designer-filter-row-update-totals.png) + +## Limitations + +### Filter Row Limitations + +The following Grid [columns](columns.md) do not support the filter row: + +- Dimension (for Image display mode only) +- Measure (for Bar display mode only) +- Sparkline +- Delta + +A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. + +### Update Totals Limitations + +You cannot enable totals recalculation in OLAP data sources. + +### Other Limitations + +Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md new file mode 100644 index 0000000000..7be2fa6618 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md @@ -0,0 +1,46 @@ +--- +title: Column Type Overview +author: Natalia Kazakova +legacyId: 16564 +--- +# Column Type Overview +The **Grid** dashboard item supports four types of columns. +* [Dimension Column](dimension-column.md) + + Displays values in the bound data item "as is". +* [Hyperlink Column](hyperlink-column.md) + + Allows you to display hyperlinks in the Grid dashboard item. +* [Measure Column](measure-column.md) + + Displays summaries calculated against data in the bound data item. +* [Delta Column](delta-column.md) + + Bound to two measures, it calculates summaries for both measures, and displays the difference between these summaries. +* [Sparkline Column](sparkline-column.md) + + Displays values in the bound data item using sparklines. + +![Grid_ColumnTypes](../../../../images/img19187.png) + +When you drop a data item into the **Columns** section, the type for the new column is determined automatically, based on the data type. + +## Column Type Indication +The type of the column is indicated within the corresponding data item container in the DATA ITEMS area. + +![Grid_Columns_ColumnTypeIndicators](../../../../images/img19668.png) + +Column type indicators are defined as follows: + +| Icon | Column Type | +|---|---| +| ![Grid_ColumnTypeIndicators_DimensionColumn](../../../../images/img19670.png) | [Dimension Column](dimension-column.md) | +| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673-hyperlink.png) | [Hyperlink Column](hyperlink-column.md) | +| ![Grid_ColumnTypeIndicators_MeasureColumn](../../../../images/img19671.png) | [Measure Column](measure-column.md) | +| ![Grid_ColumnTypeIndicators_DeltaColumn](../../../../images/img19669.png) | [Delta Column](delta-column.md) | +| ![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png) | [Sparkline Column](sparkline-column.md) | + +## Changing Column Type +To change the column type, click the column type indicator. In the invoked **Column Options** window, select the required column type in the **Column type** section. + +![Grid_Columns_ChangeColumnType](../../../../images/img19667.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md new file mode 100644 index 0000000000..d7e05bdcd8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md @@ -0,0 +1,67 @@ +--- +title: Delta Column +author: Natalia Kazakova +legacyId: 16567 +--- +# Delta Column +A **delta column** calculates summaries against two measures, and displays the difference between these summaries. This difference can be indicated with a numeric value displayed within the delta element and an additional delta indication. + +![Grid_DeltaColumn](../../../../images/img19228.png) + +## Data Binding Specifics +Delta columns are bound to two measures that provide two values: the **Actual** value and the **Target** value. The difference between these values is displayed in the column. + +When you switch the column type to **Delta**, the data item container is changed, to accept the Actual and Target measures. + +![Grid_ColumnTypes_DeltaColumns_DataBinding](../../../../images/img19680.png) + +## Display Mode +Values in the delta column can be displayed as text, or represented by bars. + +![Grid_DeltaColumn_Bars](../../../../images/img19229.png) + +To select between these modes, invoke the **Column Options** window (see the [Column Type Overview](column-type-overview.md) topic to learn how to do this) and select **Value** or **Bar**. + +![Grid_ColumnTypes_DeltaColumn_Options_Bar](../../../../images/img19678.png) + +If bars are displayed, use the **Always show zero level** check box to specify whether the bar's minimum value is zero (checked) or an automatically selected value that ensures that the difference between bars is clearly displayed (unchecked). + +![Grid_ColumnTypes_AlwaysShowZeroLevel](../../../../images/img20131.png) + +## Delta Values and Indication +If the display type is set to **Value**, the **Column Options** window displays options that allow you to configure delta values and indication. + +![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../images/img19679.png) + +You can specify which values should be displayed in the delta column. To do this, use the **Value type** combo box in the **Column Options** window. + +| Actual value | Absolute variation | Percent variation | Percent of target | +|---|---|---|---| +| ![Grid_Delta_Values_ActualValue](../../../../images/img20117.png) | ![Grid_Delta_Values_AbsoluteVariation](../../../../images/img20116.png) | ![Grid_Delta_Values_PercentVariation](../../../../images/img20119.png) | ![Grid_Delta_Values_PercentOfTarget](../../../../images/img20118.png) | + +To specify the condition for displaying delta indication, use the **Result indication** combo box in the **Column Options** window. + +| Greater is good | Less is good | Warning if greater | Warning if less | No indication | +|---|---|---|---|---| +| ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_LessIsGood](../../../../images/img20112.png) | ![Grid_Delta_Indication_WarningIfGreater](../../../../images/img20114.png) | ![Grid_Delta_Indication_WarningIfLess](../../../../images/img20115.png) | ![Grid_Delta_Indication_NoIndication](../../../../images/img20113.png) | + + +The **Format** tab allows you to specify the numeric display format for different value types, as described in the [Formatting Data](../../../data-shaping/formatting-data.md) document. + +![](../../../../images/grid_columntypes_deltacolumn_options_numericformat.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. + +## Comparison Tolerance +The comparison tolerance allows you to specify more advanced conditions for displaying delta indication. For instance, you can set a specific indication to be displayed when the actual value exceeds the target value _by 10%_ or _by $2K_. + +Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or in absolute values. Then use the **Threshold value** box to specify the comparison tolerance. + +![Grid_ColumnTypes_DeltaColumn_Options_Value](../../../../images/img19679.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md similarity index 80% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md index 75a254458e..6704f258a8 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md @@ -1,11 +1,11 @@ ---- -title: Dimension Column -author: Natalia Kazakova -legacyId: 16565 ---- -# Dimension Column -The **dimension column** displays values from the bound data item "as is". - -![Grid_ColumnTypes](../../../../../images/img19187.png) - +--- +title: Dimension Column +author: Natalia Kazakova +legacyId: 16565 +--- +# Dimension Column +The **dimension column** displays values from the bound data item "as is". + +![Grid_ColumnTypes](../../../../images/img19187.png) + If the dimension column is bound to a data source containing images, it can display images. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md new file mode 100644 index 0000000000..f16de3d9eb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md @@ -0,0 +1,65 @@ +--- +title: Hyperlink Column +author: Natalia Kazakova +--- +# Hyperlink Column + +A _hyperlink_ column allows you to display hyperlinks in the Grid dashboard item. + +![GridHyperLinkColumn_Example_Win](../../../../images/GridHyperLinkColumn_Example_Win.png) + +You can provide hyperlinks as a separate data column. or they can be automatically created at run-time from any column using the specified **URI pattern**. + +In this document, the sample data source contains four fields: country name, official country name, Wikipedia country page's URI and the GDP value. + +![GridHyperLinkColumn_UnderlyingDataSource](../../../../images/GridHyperLinkColumn_UnderlyingDataSource.png) + +The following sections describe how to create hyperlink columns in more detail: + +- [Data Field Containing Uri Values](#data-field-containing-uri-values) +- [Uri Pattern](#uri-pattern) + +## Data Field Containing Uri Values + +Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. + +![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) + +[Drop](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) the _Link_ field between the _Name_ and the _GDP (Sum)_ data items. The Grid recognizes this field as **dimension** and displays links as plain text. + +![GridHyperLinkColumn_HyperlinkAsText](../../../../images/GridHyperLinkColumn_HyperlinkAsText.png) + +Click the [Column Type Indicator](column-type-overview.md) button next to the _Name_ data item and change its type to **Hyperlink**. + +![GridHyperlinkColumn_column_options](../../../../images/gridhyperlinkcolumn_column_options.png) + +The Grid displays column values as clickable hyperlinks allowing you to navigate to the Wiki's pages. + +![GridHyperLinkColumn_HyperlinkAsLink](../../../../images/GridHyperLinkColumn_HyperlinkAsLink.png) + +You can bind the Display value and URI value to different data fields. Click the _New Column_ data item placeholder and change its type to **Hyperlink**. + +![GridHyperlinkColumn_hyperlinkandurifromdata](../../../../images/gridhyperlinkcolumn_hyperlinkandurifromdata.png) + +Drag and drop the _OfficialName_ field to the _Display Value_ data item placeholder to display official country names. Drag and drop the _Link_ field to the _Uri_ data item placeholder to specify URIs. + +The grid displays official country names with links obtained from the _Link_ data source field. + +![GridHyperLinkColumn_HyperlinkWithDisplayText](../../../../images/GridHyperLinkColumn_HyperlinkWithDisplayText.png) + +## Uri Pattern +In this case, a specified URI pattern is used to generate links. + +Drag the _Name_ data field from the Data Source tree view to the column's [data item container](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The data field is automatically processed as [dimension](dimension-column.md). Drag and drop the GDP data field to another column's data item container. The data field is recognized as [measure](measure-column.md) and summarized. + +![GridHyperLinkColumn_InitialGrid](../../../../images/GridHyperLinkColumn_InitialGrid.png) + +Click the [Column Type Indicator](column-type-overview.md) button next to the Name data item and change its type to **Hyperlink**. Specify the **URI Pattern** option as follows: + +```https://en.wikipedia.org/wiki/{0}``` + +![GridHyperLinkColumn_ColumnOptionsDialog](../../../../images/GridHyperLinkColumn_ColumnOptionsDialog.png) + +The ```{0}``` placeholder is replaced with the _Name_ data item value. The links are generated for country names and displayed in the grid as illustrated in the following picture. + +![GridHyperLinkColumn_UriPatternLink](../../../../images/GridHyperLinkColumn_UriPatternLink.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md new file mode 100644 index 0000000000..0a9d1c500c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md @@ -0,0 +1,19 @@ +--- +title: Measure Column +author: Natalia Kazakova +legacyId: 16566 +--- +# Measure Column +A **measure column** displays summaries calculated against data in a bound data item. + +![Grid_ColumnTypes](../../../../images/img19187.png) + +Values in the measure column can be displayed as text or represented by bars. + +![Grid_MeasureColumn_Bars](../../../../images/img19232.png) + +To select between these modes, invoke the **Column Options** window (see [Column Type Overview](column-type-overview.md) to learn how to do this) and select **Value** or **Bar**. + +![Grid_ColumnTypes_MeasureColumn_Options](../../../../images/img19674.png) + +If bars are displayed, use the **Always show zero level** check box to specify whether the bar's zero level is always visible. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md similarity index 78% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md index 719de53ef9..0b6b6b6c08 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md @@ -1,30 +1,30 @@ ---- -title: Sparkline Column -author: Natalia Kazakova -legacyId: 16568 ---- -# Sparkline Column -A **sparkline column** visualizes the variation in summary values over time. - -![Grid_SparklineColumn](../../../../../images/img21665.png) - -## Data Binding Specifics -The sparkline column is bound to a measure providing sparkline values and to a dimension providing a date-time interval. - -![Grid_ColumnTypes_SparklineColumns_DataBinding](../../../../../images/img21666.png) - -## Sparkline Options -You can control sparkline appearance settings using the **Column Options** dialog. To invoke this dialog, click the column type indicator (![Grid_ColumnTypeIndicators_SparklineColumn](../../../../../images/img21673.png)). - -![Grid_Sparkline_ColumnOptionsDialog](../../../../../images/img21674.png) - -In this dialog, you can control various settings that affect how the sparkline is displayed within a grid cell. - -![Grid_SparklineAppearance](../../../../../images/img21675.png) - -| Sparkline Options | Description | -|---|---| -| Show start/end values | Species whether or not to display sparkline start/end values within a grid cell. | -| Sparkline view type | Defines the view type of a sparkline. Sparkline view types include **Line**, **Area**, **Bar**, and **Win/Loss**. | -| Highlight min/max points | Specifies whether or not to highlight the minimum/maximum points of a sparkline. | +--- +title: Sparkline Column +author: Natalia Kazakova +legacyId: 16568 +--- +# Sparkline Column +A **sparkline column** visualizes the variation in summary values over time. + +![Grid_SparklineColumn](../../../../images/img21665.png) + +## Data Binding Specifics +The sparkline column is bound to a measure providing sparkline values and to a dimension providing a date-time interval. + +![Grid_ColumnTypes_SparklineColumns_DataBinding](../../../../images/img21666.png) + +## Sparkline Options +You can control sparkline appearance settings using the **Column Options** dialog. To invoke this dialog, click the column type indicator (![Grid_ColumnTypeIndicators_SparklineColumn](../../../../images/img21673.png)). + +![Grid_Sparkline_ColumnOptionsDialog](../../../../images/img21674.png) + +In this dialog, you can control various settings that affect how the sparkline is displayed within a grid cell. + +![Grid_SparklineAppearance](../../../../images/img21675.png) + +| Sparkline Options | Description | +|---|---| +| Show start/end values | Species whether or not to display sparkline start/end values within a grid cell. | +| Sparkline view type | Defines the view type of a sparkline. Sparkline view types include **Line**, **Area**, **Bar**, and **Win/Loss**. | +| Highlight min/max points | Specifies whether or not to highlight the minimum/maximum points of a sparkline. | | Highlight start/end points | Specifies whether or not to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md new file mode 100644 index 0000000000..cc012a2373 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md @@ -0,0 +1,67 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114224 +--- +# Conditional Formatting +A Grid dashboard item applies conditional formatting to data items that supply data to the [dimension](columns/dimension-column.md) and [measure](columns/measure-column.md) column types. + +![grid-with-applied-format-rules](../../../images/grid-with-applied-format-rules.png) + +You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +## Supported Format Rules + +The following list contains available format rules and corresponding data types: +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Grid-Specific Format Condition Settings + +Specify appearance settings and set the condition's value for the format rule. Available settings depend on the selected format rule. The image below displays the **Greater Than** dialog, which corresponds to the [Value](../../appearance-customization/conditional-formatting/value.md) format condition for a Grid dashboard item. The format condition applies to the _ExtendedPrice_ data item in the **Apply to** drop-down list. + +![GreaterThanDialog](../../../images/img118555.png) + +The **Apply to row** check box allows you to specify whether to apply the formatting to the entire grid row. + +You can configure and customize current format condition appearance settings. + +* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. + + ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) + +* Add a predefined icon in the **Icons** tab. + + diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/grid/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md new file mode 100644 index 0000000000..a442dc2f05 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md @@ -0,0 +1,31 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16571 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The **Grid** dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Anim_Grid_DrillDown](../../../../images/img19684.gif) + +> [!NOTE] +> When [Master Filtering](../../cards/interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a grid row. + +Drill-down requires that the **Columns** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![Grid_Interactivity_DrillDown_DataItems](../../../../images/img19685.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) within the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Drill Up** command in the grid's context menu. + +![DrillUpCommand_ContextMenu](../../../../images/img22786.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md new file mode 100644 index 0000000000..41a9cfaddc --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md @@ -0,0 +1,20 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16570 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +## Configure Master Filters in the Designer +The **Grid** dashboard item supports filtering by rows. + +When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). + +![MainFeatures_MasterFiltering_Win](../../../../images/img25347.gif) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the grid's [caption](../../../dashboard-layout/dashboard-item-caption.md) area, or the **Clear Master Filter** command in the grid's context menu. + +![ContextMenu_ClearMasterFilter](../../../../images/img22716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md new file mode 100644 index 0000000000..29ed9bc1c9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/layout.md @@ -0,0 +1,70 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16576 +--- +# Layout +The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. + +To do this, use the **Layout** and **Column Width Mode** groups in the **Design** Ribbon tab. + +![Grid_Layout_Ribbon](../../../images/img19697.png) +* [Column Width Modes](#column-width-modes) +* [Column Header](#column-header) +* [Cell Merging](#cell-merging) +* [Word Wrapping](#word-wrapping) + +## Column Width Modes +The Grid dashboard item allows you to manage column widths using different modes. Use buttons in the **Column Width Mode** group to manage the column width modes. + +![Grid_ColumnAutoWidth_Ribbon](../../../images/img24746.png) + +The following modes are available. + +### AutoFit to Contents + +The grid adjusts columns to the minimum width required to completely display their content automatically. If the entire content cannot be displayed within the dashboard item, horizontal scrolling is enabled.. + +### AutoFit to Grid + +The grid adjusts the width of all columns to fit their content in an optimal way. If you are changing the size of the dashboard item, the width of columns is changed proportionally.. + +### Manual + +The grid allows you to adjust column widths manually. + +In this mode, you can adjust the width of individual columns in the following ways. +* Specify the width of the required column by dragging the right edge of the column header. + + ![Grid_ManualColumnWidth](../../../images/img24747.png) + + In this case, all columns preserve their relative size when the grid width is changed. +* Specify the column width and fix it by right-clicking the required column header and selecting **Fix Width**. + + ![Grid_FixColumnWidth](../../../images/img24937.png) + + You can also specify the fixed column width by selecting **Column Width...** This invokes the **Column Width** window that allows you to specify the width of the column in characters. + + ![Grid_ColumnWidthDialog](../../../images/img26123.png) +* Fit the column width to its content and fix it by right-clicking the required column header and selecting **Fit to Content**. + +## Column Header +Use the **Column Headers** button to toggle column header visibility. + +![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) + +## Cell Merging +The Grid allows you to merge neighboring cells with identical values . To do this, use the **Merge Cells** button. + +![Grid_Layout_MergeCells](../../../images/img19698.png) + +> [!NOTE] +> Note that [banded rows](style.md) are not available when cell merging is enabled. + +## Word Wrapping +The word wrapping feature enables the capability to display cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. + +![Grid_WordWrapping](../../../images/img24749.png) + +> [!NOTE] +> The word wrapping feature is not in effect when the **AutoFit to Contents** [column width mode](#column-width-modes) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md new file mode 100644 index 0000000000..40c986f037 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/providing-data.md @@ -0,0 +1,20 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16562 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data in the Designer. + +The image below shows a sample Grid dashboard item that is bound to data. + +![GridProvidingData_Main](../../../images/img117700.png) + +To bind the Grid dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Grid's data sections. + +| Section | Description | +|---|---| +| **Columns** | Contains data items that provide values for grid columns. The _[Options](../../ui-elements/data-items-pane.md)_ button next to the **Column** data item allows you to select the [column type](columns/column-type-overview.md) and specify their options. | +| **Sparkline** | Contains a data item that provides arguments for sparkline columns. To learn more, see [Sparkline Column](columns/sparkline-column.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md new file mode 100644 index 0000000000..8650c574e4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/style.md @@ -0,0 +1,26 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 17928 +--- +# Style +The Grid dashboard item allows you to specify various style settings. + +To do this, use the **Style** group in the **Design** Ribbon tab. + +![Grid_RibbonStyleGroup](../../../images/img24743.png) +* [Grid Lines](#grid-lines) +* [Banded Rows](#banded-rows) + +## Grid Lines +The **Horizontal Lines** and **Vertical Lines** buttons control grid line visibility. + +![Grid_Layout_NoLinesAndHeaders](../../../images/img19700.png) + +## Banded Rows +To paint the background of odd and even rows differently, use the **Banded Rows** button. + +![Grid_Layout_BandedRows](../../../images/img19699.png) + +> [!NOTE] +> Note that banded rows are not available when [cell merging](layout.md) is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md new file mode 100644 index 0000000000..ebfee1a9a0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/grid/totals.md @@ -0,0 +1,66 @@ +--- +title: Totals +author: Natalia Kazakova +legacyId: 17423 +--- +# Totals +The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. + +![Dashboard-Grid-Totals-Main](../../../images/img120084.png) + +This topic describes how to create, edit or clear totals. + +The topic consists of the following sections. +* [Totals Overview](#overview) +* [Create and Edit Totals](#create) +* [Clear Totals](#clear) + + + +## Totals Overview +You can use the following summary functions when creating totals. +* **Count** - The number of records. +* **Sum** - The sum of the values. + + ![func_sum](../../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../../images/img4457.png) +* **Auto** - The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. Note that the **Auto** type is not supported when the Grid is bound to the [OLAP](../../provide-data/connecting-to-olap-cubes.md) data source. + +You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. + +| Icon | Data Source Field Type | Supported Totals | +|---|---|---| +| ![field-list-icon-boolean](../../../images/img18791.png) | Boolean | Count | +| ![field-list-icon-byte](../../../images/img18792.png) | Byte | Count | +| ![field-list-icon-date-time](../../../images/img18795.png) | Date-time | Min, Max, Count | +| ![field-list-icon-number](../../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../../images/img20881.png) | Numeric | All available types | +| ![field-list-icon-string](../../../images/img18798.png) | String | Min, Max, Count | + +> [!IMPORTANT] +> Note that the **Auto** type is available only for the [Measure](columns/measure-column.md) column. + + + +## Create and Edit Totals +To create a total, use the context menu of the column header. Right-click the required column header, select **Add Total** and specify the type of summary function used to calculate a total. + +![Dashboard-Grid-Totals-AddTotal](../../../images/img120080.png) + +To change the total type, right-click the required total and select a new total type. + +![Dashboard-Grid-Totals-ChangeTotalType](../../../images/img120104.png) + + + +## Clear Totals +You can delete one total or all the totals in a particular column. +* To delete a single total, right-click a total and select **Remove**. + + ![Dashboard-Grid-Totals-DeleteOneTotal](../../../images/img120107.png) +* To delete all column totals, right-click the column header and select **Clear Totals** in the invoked context menu. + + ![Dashboard-Grid-Totals-ClearTotals](../../../images/img120106.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md new file mode 100644 index 0000000000..0463a9a00b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images.md @@ -0,0 +1,15 @@ +--- +title: Images +author: Natalia Kazakova +legacyId: 16621 +--- +# Images +The Dashboard Designer allows you to add images to a dashboard. + +![MainFeatures_Image](../../images/img18213.png) + +You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. +* [Image Types Overview](images/image-types-overview.md) +* [Providing Images](images/providing-images.md) +* [Interactivity](images/interactivity.md) +* [Image Settings](images/image-settings.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md new file mode 100644 index 0000000000..24f3e3977c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-settings.md @@ -0,0 +1,28 @@ +--- +title: Image Settings +author: Natalia Kazakova +legacyId: 116557 +--- +# Image Settings +You can customize the representation of Image and Bound Image dashboard items in different ways. + +## Image Alignment +To specify how the image is aligned within the dashboard item, use the **Alignment** group in the **Design** ribbon tab. + +![Image_Alignment_Ribbon](../../../images/img20213.png) + +## Image Size Mode +You can specify the image size mode that defines how the image fits within the dashboard item. + +To do this, use the **Size Mode** group in the Ribbon's **Design** tab. + +![Image_SizeMode_Ribbon](../../../images/img20223.png) + +The following table illustrates each size mode in two cases: when the image is smaller than the dashboard item, and vice versa. + +| Size Mode | Image Smaller than Dashboard Item | Image Larger than Dashboard Item | Description | +|---|---|---|---| +| Clip | ![Image_SizeMode_1_Clip](../../../images/img20215.png) | ![Image_SizeMode_2_Clip](../../../images/img20219.png) | The image is clipped if it is larger than the **Image** dashboard item. | +| Stretch | ![Image_SizeMode_1_Stretch](../../../images/img20217.png) | ![Image_SizeMode_2_Stretch](../../../images/img20221.png) | The image is stretched or shrunk to fit the size of the **Image** dashboard item. | +| Squeeze | ![Image_SizeMode_1_Squeeze](../../../images/img20216.png) | ![Image_SizeMode_2_Squeeze](../../../images/img20220.png) | If the dimensions of the **Image** dashboard item exceed those of the image it contains, the image is shown in full-size. Otherwise, the image is resized to fit the dimensions of the **Image** dashboard item. | +| Zoom | ![Image_SizeMode_1_Zoom](../../../images/img20218.png) | ![Image_SizeMode_2_Zoom](../../../images/img20222.png) | The image is sized proportionally (without clipping), so that it best fits the **Image** dashboard item. If the aspect ratio of the **Image** dashboard item is the same as the aspect ratio of the image, it will be resized to fit into the **Image** dashboard item while maintaining its aspect ratio. Otherwise, the image will be resized in the closest fitting dimension (either the height or the width), and the remaining dimension will be resized while maintaining the image's aspect ratio. | \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-types-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md similarity index 78% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-types-overview.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md index 047213a3b7..32966ca7b1 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/images/image-types-overview.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/image-types-overview.md @@ -7,11 +7,11 @@ legacyId: 116560 The **Dashboard Designer** allows you to create two types of an **Image** dashboard item. * The **Image** dashboard item allows you to add **static** images to a dashboard. - ![MainFeatures_Image](../../../../images/img18213.png) + ![MainFeatures_Image](../../../images/img18213.png) * The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. - ![ImageOverview_BoundImage](../../../../images/img123287.png) + ![ImageOverview_BoundImage](../../../images/img123287.png) To create the required Image dashboard item, use the **Images** button in the **Home** ribbon tab. -![ImagesButtonRibbon](../../../../images/img123288.png) \ No newline at end of file +![ImagesButtonRibbon](../../../images/img123288.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md new file mode 100644 index 0000000000..f642a65148 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 116561 +--- +# Interactivity +This document describes the features that enable interaction between the **Bound Image** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the **Bound Image** dashboard item can be filtered by other master filter items. For instance, the **Bound Image** below shows an image corresponding to a category selected in the [Grid](../grid.md) dashboard item. + +![ImageOverview_BoundImage](../../../images/img123287.png) + +You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md new file mode 100644 index 0000000000..40d2e48af8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/images/providing-images.md @@ -0,0 +1,38 @@ +--- +title: Providing Images +author: Natalia Kazakova +legacyId: 116559 +--- +# Providing Images +## Providing Static Images +To load an image to a dashboard item, use the **Load Image** and **Import Image** buttons in the Ribbon, or commands in the context menu (**Load Image...** and **Import Image...**, respectively). + +![Image_LoadImage_Ribbon](../../../images/img20214.png) + +These commands invoke the **Open** dialog, which allows you to locate the desired image. + +The **Load Image** command saves the path to the image in the dashboard definition, while the **Import Image** command saves the image itself. + +## Binding the Bound Image to Data +The Bound Image dashboard item provides the Attribute data section containing the corresponding placeholder. + +![BoundImageDataSections](../../../images/img123290.png) + +Specify the binding mode for the Bound Image by clicking the Options button (the icon) next to the Attribute placeholder. This invokes the following dialog. + +![ImageBindingOptionsDialog](../../../images/img123297.png) + +This dialog provides two options. +* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. +* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. + +For instance, the URI pattern in the form below specifies the path to the folder containing the required images. + +![ImageBindingOptionsDialog_URI](../../../images/img123307.png) + +Data source field values will be inserted to the position of the {0} placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. + +> [!NOTE] +> Note that the Bound Image can display only a single image simultaneously. If [Master Filtering](../../interactivity/master-filtering.md) is not applied to the Bound Image, it selects the displayed image in the following ways. +> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the _image_/_binary_ data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. +> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md new file mode 100644 index 0000000000..e7aba175c1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies.md @@ -0,0 +1,29 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 16581 +--- +# Pies +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![MainFeatures_Pies](../../images/img18178.png) + +This section consists of the following subsections: +* [Providing Data](pies/providing-data.md) + + Describes how to supply the Pie dashboard item with data. +* [Interactivity](pies/interactivity.md) + + Describes features that enable interaction between the Pie dashboard item and other items. +* [Coloring](pies/coloring.md) + + Describes coloring capabilities of the Pie dashboard item. +* [Layout](pies/layout.md) + + Describes layout options of the Pie dashboard item. +* [Labels](pies/labels.md) + + Explains how to customize data labels and tooltips. +* [Style](pies/style.md) + + Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md new file mode 100644 index 0000000000..7070a8f0e5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/coloring.md @@ -0,0 +1,19 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16984 +--- +# Coloring +In **Default** color mode, the Pie dashboard item colors its segments in the following way: + +* If the Pie dashboard item contains measures (the **Values** section) and series dimensions (the **Series** section), only values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). + + ![](../../../images/win-coloring-pie-values-colored-by-default.png) + +* If the Pie dashboard item contains arguments (the **Arguments** section), different argument values are colored by hue. + + ![](../../../images/win-coloring-pie-arguments-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/pies/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md new file mode 100644 index 0000000000..17475ccca9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md @@ -0,0 +1,58 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16580 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +The **Pie** dashboard item supports drill-down on **argument** or **series** values. + +## Drill Down on an Argument +When drill down on an argument is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + +![Anim_Pies_DrillDownOnArguments](../../../../images/img19909.png) + +> [!NOTE] +> When [Filtering by Arguments](master-filtering.md) is enabled, you can view the details by double-clicking a pie segment. + +Drill down on an argument requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + +![Pies_Interactivity_DrillDown_Arguments_DataItems](../../../../images/img19972.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on an argument, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Arguments** button (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) + +## Drill Down on a Series +When drill down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + +![Anim_Pies_DrillDownOnSeries](../../../../images/img19910.png) + +> [!NOTE] +> When [Filtering by Series](master-filtering.md) is enabled, you can view the details by double-clicking a pie chart. + +Drill down on a series requires that the Series section contains several data items, from the least detailed to the most detailed item. + +![Pies_Interactivity_DrillDown_Series_DataItems](../../../../images/img19973.png) + +> [!NOTE] +> In **OLAP** mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill down on a series, click the **Drill Down** button in the **Data** Ribbon tab (or the ![Chart_Interactivity_DrillDown_Toolbar](../../../../images/img21873.png) button if you are using the toolbar menu)... + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +...and the **Series** button (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) + +## Drill Up +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../../images/img18627.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md new file mode 100644 index 0000000000..290e45e8b7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md @@ -0,0 +1,39 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16579 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +The **Pie** dashboard item supports filtering by **argument** or **series** values. + +## Filtering by Arguments +When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + +![Anim_Pies_MasterFilterByArguments](../../../../images/img19911.png) + +To enable filtering by arguments in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Arguments** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Arguments_Toolbar](../../../../images/img19919.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Arguments_Ribbon](../../../../images/img19915.png) + +## Filtering by Series +When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + +![Anim_Pies_MasterFilterBySeries](../../../../images/img19912.png) + +To enable filtering by series in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Series** button in the **Data** Ribbon tab (or the ![Pies_Interactivity_MasterFilter_Series_Toolbar](../../../../images/img19920.png) button if you are using the toolbar menu). + +![Pies_Interactivity_MasterFilter_Series_Ribbon](../../../../images/img19916.png) + +## Filtering by Points +When filtering by points is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. + +![Pies_MasterFilterByPoints](../../../../images/img120502.png) + +To enable filtering by points in the Designer, set the required [Master Filter mode](../../../interactivity/master-filtering.md) and click the **Points** button in the **Data** Ribbon tab. + +![Pies_Interactivity_MasterFilter_Points_Ribbon](../../../../images/img120503.png) + +## Reset Filtering +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png) icon) in the [caption](../../../dashboard-layout/dashboard-item-caption.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the Pie's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md new file mode 100644 index 0000000000..5114c88bc7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/labels.md @@ -0,0 +1,15 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 16583 +--- +# Labels +![Pies_Layout_LabelsAndTooltips](../../../images/img19947.png) + +You can specify which information should be displayed within data labels and tooltips. To do this, use the **Data Labels** and **Tooltips** buttons in the **Labels** group of the **Design** Ribbon tab. + +![Pies_Layout_Labels_Ribbon](../../../images/img19948.png) + +These buttons invoke a drop-down menu that is similar for both buttons. This menu allows you to specify which values are displayed within data labels or tooltips. + +![Pies_Layout_Labels_DropDown](../../../images/img19949.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md new file mode 100644 index 0000000000..93cb7a797d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/layout.md @@ -0,0 +1,27 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16582 +--- +# Layout +The **Pie** dashboard item allows you to specify the number of columns or rows in which individual diagrams are arranged. + +To control how pies are arranged, use the buttons in the **Content Arrangement** group of the **Design** Ribbon tab. + +By default, the **Auto Arrange** option is enabled, which automatically resizes pies to fit within the dashboard item. + +![Pies_Layout_AutoArrange_Ribbon](../../../images/img25674.png) + +![Pies_Layout_Arrangement_Auto_2](../../../images/img25675.png) + +You can also specify the number of columns in which pies are arranged. Click the **Arrange in Columns** button and specify the appropriate number in the **Count** field. + +![Pies_Layout_Arrangement_Columns_Ribbon](../../../images/img25676.png) + +![Pies_Layout_Arrangement_Columns_2](../../../images/img25677.png) + +Similarly, you can arrange pies in a specific number of rows. + +![Pies_Layout_Arrangement_Rows_Ribbon](../../../images/img25678.png) + +![Pies_Layout_Arrangement_Rows_2](../../../images/img25679.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md new file mode 100644 index 0000000000..11e62155a1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16577 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Arguments and Series](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Pie dashboard item that is bound to data. + +![PiesProvidingData_Main](../../../images/img117701.png) + +To bind the Pie dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Pie's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | +| **Arguments** | Contains data items that provide values used to label pie segments. | +| **Series** | Contains data items whose values are used to label pie charts. | + +## Transposing Arguments and Series +The Pie dashboard item provides the capability to transpose pie arguments and series. In this case, data items contained in the **Arguments** section are moved to the **Series** section, and vice versa. + +![Pies_Transpose](../../../images/img126584.png) + +To transpose the selected Pie dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md new file mode 100644 index 0000000000..cfc8556890 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pies/style.md @@ -0,0 +1,13 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 16584 +--- +# Style +The **Pie** dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. + +![PieStyle_Pie](../../../images/img25671.png)![PieStyle_Donut](../../../images/img25672.png) + +To select the diagram style, use the **Pie** and **Donut** buttons in the **Style** section of the **Design** Ribbon tab. + +![Pies_Layout_Style_Ribbon](../../../images/img19951.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md new file mode 100644 index 0000000000..5944ea40c5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot.md @@ -0,0 +1,26 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16602 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![MainFeatures_PivotGrid](../../images/img18212.png) + +This section consists of the following subsections: +* [Providing Data](pivot/providing-data.md) + + Explains how to supply the Pivot dashboard item with data. +* [Interactivity](pivot/interactivity.md) + + Describes features that enable interaction between the Pivot and other dashboard items. +* [Conditional Formatting](pivot/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. +* [Layout](pivot/layout.md) + + Describes the Pivot dashboard item's layout options. +* [Expanded State](pivot/expanded-state.md) + + Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md new file mode 100644 index 0000000000..9344135bc8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md @@ -0,0 +1,92 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 114225 +--- +# Conditional Formatting + +A Pivot dashboard item applies conditional formatting to cell values. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. + +> [!NOTE] +> Note that you can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![pivot-with-applied-format-rules](../../../images/pivot-with-applied-format-rules.png) + +## Supported Format Rules + +The following list contains available format rules and corresponding data types: +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Icon Ranges](../../appearance-customization/conditional-formatting/icon-ranges.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + * [Bar](../../appearance-customization/conditional-formatting/bar.md) + * [Bar Color Ranges](../../appearance-customization/conditional-formatting/bar-color-ranges.md) + * [Bar Gradient Ranges](../../appearance-customization/conditional-formatting/bar-gradient-ranges.md) + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Pivot-Specific Format Condition Settings + +You can configure and customize current format condition appearance settings. + +* Choose a predefined background color/font or click an empty square to add a new preset in the **Appearance** tab. + + ![NewRuleDialog_AppearanceTab](../../../images/img118585.png) + +* Add a predefined icon in the **Icons** tab. + +The **Appearance** tab contains the following Pivot-specific settings: + +| Option | Description | +| --|--| +| **Enabled** | Enables/disables the current format rule. | +| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | +| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| +| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. + +A Pivot item allows you to specify the field intersection to which a format rule is applied. + +| Intersection Level Mode| Description | +| --|--| +| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | +| _First Level_ |The first level values are used to apply conditional formatting. | +| _Last Level_ | The last level values are used to apply conditional formatting. | +| _All Levels_ | All pivot data cells are used to apply conditional formatting. | +| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | + + +The image below displays different intersection levels with the applied conditional format rule: + +![winforms_pivot_intersection_level_mode](../../../images/winforms_pivot_intersection_level_mode.png) + +To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. + +Note the following limitations: + +1. The dashboard cannot calculate conditional formatting in a Pivot item for multiple range levels with _percentage_ values. In this case, the "All Levels" intersection mode is not available for a conditional formatting rule. +2. The format condition dialog does not contain any Pivot-specific settings for a dimension from **Columns** and **Rows**. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md new file mode 100644 index 0000000000..ff40687bdf --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/expanded-state.md @@ -0,0 +1,15 @@ +--- +title: Expanded State +author: Natalia Kazakova +legacyId: 118817 +--- +# Expanded State +If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. + +![Pivot_Layout_ExpandCollapseGroups](../../../images/img20151.png) + +You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the **Initial State** button in the **Design** ribbon tab. + +![Pivot_ExpandedState_Ribbon](../../../images/img128430.png) + +This button invokes the popup menu that allows you to select whether column and row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md new file mode 100644 index 0000000000..677e4f8f9a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/interactivity.md @@ -0,0 +1,14 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 18086 +--- +# Interactivity +This document describes the features that enable interaction between the **Pivot** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the Pivot dashboard item can be filtered by other master filter items. You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** Ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md new file mode 100644 index 0000000000..4321ad48bb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/layout.md @@ -0,0 +1,72 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 16604 +--- +# Layout +This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. +* [Layout Type](#layouttype) +* [Totals Visibility](#totalsvisibility) +* [Totals Position](#totalsposition) +* [Values Visibility](#valuesvisibility) +* [Values Position](#valuesposition) +* [Reset Layout Options](#resetlayout) + +## Layout Type +If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. + +| Layout type | Example | Description | +|---|---|---| +| **Compact** | ![Pivot_CompactLayout](../../../images/img127490.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are shown at the top of a group, and you cannot change [totals position](#totalsposition). | +| **Tabular** | ![Pivot_TabularLayout](../../../images/img127491.png) | Displays values from different Row dimensions in separate columns. | + +Use the **Layout** button in the **Design** ribbon tab to change the Pivot layout. + +![Pivot_LayoutButtonRibbon](../../../images/img128425.png) + +## Totals Visibility +You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. + +![Pivot_DisableRowTotals_Example](../../../images/img127500.png) + +To manage the visibility of totals and grand totals, use the **Totals** and **Grand Totals** buttons in the **Design** ribbon tab, respectively. + +![Pivot_TotalsVisibilityRibbon](../../../images/img128426.png) + +These buttons invoke a popup menu that allows you to manage the visibility of column and row totals/grand totals separately. + +Moreover, you can control the visibility of totals for individual dimensions/measures by using the data item's context menu (**Show Totals** and **Show Grand Totals** options). + +![Pivot_ShowTotals_DataItemMenu](../../../images/img127503.png) + +## Totals Position +If necessary, you can change the Pivot dashboard item’s totals/grand totals position. For instance, in the image below the row totals are moved from the bottom to the top. + +![Pivot_RowTotals_Bottom_Top](../../../images/img127504.png) + +To manage totals position, use the **Row Totals Position** and **Column Totals Position** buttons in the **Design** ribbon tab. + +![Pivot_TotalsPositionRibbon](../../../images/img128427.png) + +## Values Visibility +The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section to hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. + +![Pivot_ValuesVisibility](../../../images/img127507.png) + +To do this, use the **Show Values** command in the measure menu. + +![Pivot_ValuesVisibility_Menu](../../../images/img127508.png) + +## Values Position +The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or rows. + +![Pivot_ValuesPosition](../../../images/img127505.png) + +To manage this position, use the **Values Position** button in the **Design** ribbon tab. + +![Pivot_ValuesPositionRibbon](../../../images/img128428.png) + +## Reset Layout Options +To reset layout options, click the **Reset Layout Options** button in the **Design** ribbon tab. + +![Pivot_ResetLayoutOptionsRibbon](../../../images/img128429.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md new file mode 100644 index 0000000000..02c8d663ec --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/pivot/providing-data.md @@ -0,0 +1,33 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16603 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing Columns and Rows](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Pivot dashboard item that is bound to data. + +![PivotProvidingData_Main](../../../images/img117704.png) + +To bind the Pivot dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes a Pivot's data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items used to calculate values displayed in the pivot table. | +| **Columns** | Contains data items whose values are used to label columns. | +| **Rows** | Contains data items whose values are used to label rows. | + +## Transposing Columns and Rows +The **Pivot** dashboard item provides the capability to transpose pivot columns and rows. In this case, data items contained in the Columns section are moved to the Rows section and vice versa. + +![Pivot_Transpose](../../../images/img126591.png) + +To transpose the selected Pivot dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md new file mode 100644 index 0000000000..373d1e9138 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter.md @@ -0,0 +1,26 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16618 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../images/img18179.png) + +This section consists of the following subsections. +* [Providing Data](range-filter/providing-data.md) + + Explains how to supply the Range Filter dashboard item with data. +* [Series](range-filter/series.md) + + Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. +* [Interactivity](range-filter/interactivity.md) + + Describes features that enable interaction between the Range Filter and other dashboard items. +* [Predefined Ranges](range-filter/predefined-ranges.md) + + Shows you how to add predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). +* [Coloring](range-filter/coloring.md) + + Describes coloring capabilities of the Range Filter dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md new file mode 100644 index 0000000000..72095f4bcf --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/coloring.md @@ -0,0 +1,14 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16985 +--- +# Coloring +The Range Filter dashboard item paints different measures and series dimensions by [hue](../../appearance-customization/coloring/coloring-concepts.md) in **Default** color mode. The image below shows the Range Filter item whose _State_ series dimension values are painted in different colors. A special icon (![ColoringIndicator](../../../images/coloringindicator25453.png)) on the data item shows that color variation is enabled. + +![win-range-filter-colored-by-default](../../../images/win-range-filter-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md new file mode 100644 index 0000000000..ab303804f3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/interactivity.md @@ -0,0 +1,22 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 18087 +--- +# Interactivity +This document describes the features that enable interaction between the **Range Filter** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Master filtering is always enabled for the Range Filter dashboard item. This Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../../images/img18179.png) + +To enable filtering across data sources for the Range Filter, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../../images/img19416.png) + +You can enable/disable ignoring of other master filter items using the **Ignore Master Filters** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../../images/img19417.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md similarity index 88% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md index a0dc44d87d..6777b9d67a 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md @@ -6,15 +6,15 @@ legacyId: 117399 # Predefined Ranges The Range Filter dashboard item allows you to add a number of predefined date-time periods that can be used to perform a selection (for instance, _year-to-date_ or _quarter-to-date_). -![RangeFilter_PredefinedRanges_Viewer](../../../../images/img125408.png) +![RangeFilter_PredefinedRanges_Viewer](../../../images/img125408.png) -To add a period, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../../images/img123296.png) icon) next to the [Argument](providing-data.md) placeholder or use the **Edit Periods** button in the ribbon's **Design** tab. This invokes the **Edit Periods** dialog. +To add a period, click the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) next to the [Argument](providing-data.md) placeholder or use the **Edit Periods** button in the ribbon's **Design** tab. This invokes the **Edit Periods** dialog. -![RangeFilter_EditPeriodsDialog](../../../../images/img123455.png) +![RangeFilter_EditPeriodsDialog](../../../images/img123455.png) -To add the selected period, use the ![RangeFilter_AddPeriodIcon](../../../../images/img125409.png) button or double-click this period. +To add the selected period, use the ![RangeFilter_AddPeriodIcon](../../../images/img125409.png) button or double-click this period. -![RangeFilter_EditPeriodsDialog_AddPeriod](../../../../images/img123456.png) +![RangeFilter_EditPeriodsDialog_AddPeriod](../../../images/img123456.png) This period will be added to the right pane of the Edit Periods dialog. The following settings are available for the added period. * **Caption** - Specifies the caption corresponding to the period. @@ -23,7 +23,7 @@ This period will be added to the right pane of the Edit Periods dialog. The foll If necessary, you can customize the selected period by clicking the **Edit** button in the Edit Periods dialog. This invokes the **Period** dialog. -![RangeFilter_PeriodDialog](../../../../images/img123459.png) +![RangeFilter_PeriodDialog](../../../images/img123459.png) > [!NOTE] > Note that the **Edit** dialog above contains the displayed periods (**Year**, **Quarter**, **Month**, **Day**) if the [group interval](../../data-shaping/grouping.md) of the Range Filter argument is set to **Day-Month-Year**. @@ -59,7 +59,7 @@ This dialog allows you to add the following periods. * **Custom** - A custom period. * Allows you to specify a period with the custom boundaries (**Start point** and **End point**). - ![RangeFilter_PeriodDialog_Custom](../../../../images/img123464.png) + ![RangeFilter_PeriodDialog_Custom](../../../images/img123464.png) You can specify the following settings for the start/end boundaries. * **None** - The selection will begin from the start/end of the visible range. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md new file mode 100644 index 0000000000..cec7b1bb2c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16619 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data in the Designer. + +The image below shows a sample Range Filter dashboard item that is bound to data. + +![RangeProvidingData_Main](../../../images/img117712.png) + +To bind the Range Filter dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Range Filter data sections. + +| Section | Description | +|---|---| +| **Values** | Contains data items against which the Y-coordinates of data points are calculated. | +| **Argument** | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the _[Options](../../ui-elements/data-items-pane.md)_ button (the ![BoundImageAttributeOptionsButton](../../../images/img123296.png) icon) allows you to create _[predefined ranges](predefined-ranges.md)_ used to select the required date-time interval. | +| **Series** | Contains data items whose values are used to create chart series. | + + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md new file mode 100644 index 0000000000..da85ae4970 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/range-filter/series.md @@ -0,0 +1,41 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 16620 +--- +# Series +The **Range Filter** dashboard item supports various **Line** and **Area** series types. + +To switch between series types in the Designer, click the options button next to the required data item in the **Values** section. In the invoked **Series Type** dialog, select the required series type and click **OK**. + +![RangeFilter_SeriesTypes](../../../images/img20159.png) + +You can also do this using the buttons in the **Series Type** group of the **Design** Ribbon tab. + +![RangeFilter_SeriesTypes_Ribbon](../../../images/img20158.png) + +The Range Filter supports the following series types. + +**Line:** + +![RangeFilter_SeriesTypes_Line](../../../images/img20163.png) + +**Stacked Line:** + +![RangeFilter_SeriesTypes_StackedLine](../../../images/img20165.png) + +**Full-Stacked Line** + +![RangeFilter_SeriesTypes_FullStackedLine](../../../images/img20162.png) + +**Area:** + +![RangeFilter_SeriesTypes_Area](../../../images/img20160.png) + +**Stacked Area:** + +![RangeFilter_SeriesTypes_StackedArea](../../../images/img20164.png) + +**Full-Stacked Area:** + +![RangeFilter_SeriesTypes_FullStackedArea](../../../images/img20161.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md new file mode 100644 index 0000000000..d9760544dd --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart.md @@ -0,0 +1,35 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 115246 +--- +# Scatter Chart +The topics in this section describe the features available in the **Scatter Chart** dashboard item, and provide information on how to create and customize scatter charts in the **DevExpress Dashboard Suite**. + +![ScatterChart_Main](../../images/img120189.png) + +This section is divided into the following subsections. +* [Providing Data](scatter-chart/providing-data.md) + + Explains how to supply the Scatter Chart dashboard item with data. +* [Interactivity](scatter-chart/interactivity.md) + + Describes features that enable interaction between the Scatter Chart and other dashboard items. +* [Coloring](scatter-chart/coloring.md) + + Describes coloring capabilities of the Scatter Chart dashboard item. +* [Legend](scatter-chart/legend.md) + + Describes the chart legend and its options. +* [Axes](scatter-chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Orientation](scatter-chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Labels](scatter-chart/labels.md) + + Describes point labels and tooltips that contain descriptions of data points. +* [Conditional Formatting](scatter-chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md new file mode 100644 index 0000000000..4c64f57c76 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/axes.md @@ -0,0 +1,42 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 115252 +--- +# Axes +Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. + +![ScatterChart_Axes](../../../images/img120332.png) + +To access X and Y-axis settings, use the **X-Axis Settings/Y-Axis Settings** buttons in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_YAxisOptions_Button](../../../images/img18775.png) + +This will invoke the **X-Axis Settings/Y-Axis Settings** dialog. + +![ScatterChart_YAxisSettings](../../../images/img120294.png) + +In this dialog, you can specify the following settings. +* **Always show zero level** - Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. + + > [!NOTE] + > Note that the **X-Axis Settings** dialog does not contain this option. +* **Reverse** - Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. +* **Show grid lines** - Allows you to hide and show grid lines for the axis. +* **Show axis** - Allows you to hide and show the axis. +* **Show title** - Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string. +* **Logarithmic scale** - Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. + + +The **Numeric Format** tab allows you to specify the numeric display formats for axis data, as described in the [Formatting Data](../../data-shaping/formatting-data.md) document. + +![scatterchart_xaxisoptions_form_numeric_formats](../../../images/scatterchart_xaxisoptions_form_numeric_formats.png) + +The tab contains the following settings. + +* **Format type** - Specifies format types for numeric values. +* **Unit** - Specifies the unit to convert the numeric values. +* **Precision** - Specifies the number of fractional digits to display. +* **Currency** - Specifies the currency symbol and format provided by the current culture settings. +* **Culture** - Specifies the name of a culture that defines the currency symbol and format. +* **Include group separator** - Specifies whether separators should be inserted between digit groups. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md new file mode 100644 index 0000000000..2089349b98 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md @@ -0,0 +1,17 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 16890 +--- +# Coloring + +The Scatter Chart dashboard item does not paint its arguments in **Default** mode. + +The image below displays the Scatter Chart dashboard item whose _State_ points use **Default** mode: + +![win-coloring-scetter-chart-colored-by-default](../../../images/win-coloring-scetter-chart-colored-by-default.png) + +>[!Tip] +>**Documentation:**
+>* [Conditional Formatting](conditional-formatting.md) +>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md new file mode 100644 index 0000000000..03282541ec --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md @@ -0,0 +1,77 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight points in a Scatter Chart dashboard item. + +![win-scatter-chart-cf](../../../images/win-scatter-chart-cf.png) + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **X and Y axis** sections +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Weight** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) from the **Arguments** section +- hidden measures + +The following list contains available format rules and corresponding data types: + +* numeric + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [Top-Bottom](../../appearance-customization/conditional-formatting/top-bottom.md) + * [Average](../../appearance-customization/conditional-formatting/average.md) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) +* string + * [Value](../../appearance-customization/conditional-formatting/value.md) (with a condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) +* date-time + * [Value](../../appearance-customization/conditional-formatting/value.md) + * [A Date Occurring](../../appearance-customization/conditional-formatting/value.md) (for dimensions with a continuous date-time group interval) + * [Expression](../../appearance-customization/conditional-formatting/expression.md) + * [Color Ranges](../../appearance-customization/conditional-formatting/color-ranges.md) + * [Gradient Ranges](../../appearance-customization/conditional-formatting/gradient-ranges.md) + + +## Create and Edit a Format Rule + +You can create and edit format rules in the following ways: + +* Click the **Edit Rules** button on the **Home** ribbon tab. + +* Click the measure/dimension menu button in the Data Item's pane and select **Add Format Rule**/**Edit Rules**. + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting Common](../../appearance-customization/conditional-formatting.md). + +## Format Condition Settings Specific to Scatter Charts + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Greater Than** dialog (a [Value](../../appearance-customization/conditional-formatting/value.md) format condition applied to a scatter chart). The condition colors bubbles if their values exceed 18. + +![win-scatter-chart-cf-appearance-settings-dialog](../../../images/win-scatter-chart-cf-appearance-settings-dialog.png) + +If you enable **Display in Legend**, the chart shows information about the applied rule. Set the **Caption** field to specify the legend's text. +The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: + +![win-scatter-chart-conditional-formatting](../../../images/win-scatter-chart-conditional-formatting.png) + +For Range format rules, the legend display text is generated automatically and depends on the range intervals: + +![win-scatter-chart-with-range-rule](../../../images/win-scatter-chart-with-range-rule.png) + +## Coloring + +A Scatter Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that use the [Hue](coloring.md) color mode. + +Select the **Color by Hue** option in a Data item's pane to restore the color scheme. + +![win-scatter-chart-color-by-hue](../../../images/win-scatter-chart-color-by-hue-with-cf.png) + +> [!Tip] +> **Documentation:** +> [Scatter Chart - Coloring](coloring.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md new file mode 100644 index 0000000000..48124eed49 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md @@ -0,0 +1,27 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 115250 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown](../../../../images/img120198.png) + +> [!NOTE] +> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a point. + +Drill-down requires that the **Arguments** section contain several dimensions, from the least to the most detailed dimension. + +![ScatterChart_DrillDownArguments](../../../../images/img120199.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. To learn more about OLAP mode, see [Bind Dashboard Items to Data in OLAP mode](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md). + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![Chart_Interactivity_DrillDown_Ribbon](../../../../images/img21872.png) + +To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Scatter Chart dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md new file mode 100644 index 0000000000..2ef514a746 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md @@ -0,0 +1,17 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 115249 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. + +When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering](../../../../images/img120190.png) + +To learn how to enable Master Filtering in the Designer, see the [Master Filtering](../../../interactivity/master-filtering.md) topic. + +To reset filtering, use the **Clear Master Filter** (![DataShaping_Interactivity_ClearSelection](../../../../images/img19686.png)) button in the Chart's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md new file mode 100644 index 0000000000..31c75e9e8b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/labels.md @@ -0,0 +1,34 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 115254 +--- +# Labels +The Scatter Chart display can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. + +![ScatterChartLabels](../../../images/img120329.png) + +## Point Labels +To manage the visibility of point labels, click the **Point Labels** button in the **Design** ribbon tab. + +![ScatterChart_PointLabelsRibbon](../../../images/img120330.png) + +In the invoked **Point Label Settings** dialog, enable the **Show point labels** check box to show point labels. + +![ScatterChart_PointLabelSettingsDialog](../../../images/img120331.png) + +You can specify the following settings for point labels: +* **Content** - Specifies the type of content displayed within point labels. You can select one of the following options. + * _Values_ - Point labels show summary values from X and Y-axes. + * _Argument_ - Point labels show argument values. + * _Argument and values_ - Point labels show argument values and corresponding summary values. + * _Weight_ - Point labels show the weight summary value. + * _Argument and weight_ - Point labels show the argument value and the corresponding weight summary value. +* **Overlapping mode** - Specifies the label overlap mode. The following options are available. + * _Hide overlapping labels_ - If two or more labels overlap, some of them are automatically hidden to avoid overlapping. + * _None_ - The overlapping resolving algorithm is disabled. + * _Reposition overlapping labels_ - The default algorithm to re-position point labels in a random way, and avoid overlapping labels. +* **Orientation** - Specifies the orientation of point labels. The following options are available. + * _Default_ - A point label is displayed in its default orientation. + * _Rotate to the Right_ - A point label is rotated 90 degrees clockwise. + * _Rotate to the Left_ - A point label is rotated 90 degrees counter clockwise. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md new file mode 100644 index 0000000000..8d605428a2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/legend.md @@ -0,0 +1,23 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 115251 +--- +# Legend +A **legend** is an element of a scatter chart that identifies chart points (for instance, [colored points](../../appearance-customization/coloring/coloring-concepts.md) corresponding to argument values). + +![ScatterChart_Legend](../../../images/img120201.png) + +This topic describes how to customize various legend settings. + +## Visibility +You can specify whether or not a chart should display a legend. + +In the Designer, use the **Show Legend** button in the **Legend** section of the **Design** Ribbon tab. + +![Charts_Legend_ShowLegendButton](../../../images/img18776.png) + +## Position and Orientation +To specify the legend's position and orientation, select one of the predefined options from the gallery in the **Design** Ribbon tab. + +![Charts_Legend_PositionAndOrientationGallery](../../../images/img19468.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md new file mode 100644 index 0000000000..d2bbdf7fdb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md @@ -0,0 +1,11 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 115253 +--- +# Orientation +You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. + +To rotate a Chart in the Designer, use the **Rotate** button in the **Diagram** section of the **Design** Ribbon tab. + +![Chart_Rotation_RibbonButton](../../../images/img18774.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md new file mode 100644 index 0000000000..2f726e0f2b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md @@ -0,0 +1,34 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 115247 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data in the Designer. +* [Binding to Data in the Designer](#bindingdesigner) +* [Transposing X- and Y-axis](#transposing) + +## Binding to Data in the Designer +The image below shows a sample Scatter Chart dashboard item that is bound to data. + +![ScatterChart_ProvidingData](../../../images/img120276.png) + +To bind the Scatter Chart dashboard item to data, drag and drop a data source field to a placeholder contained in one of the available data sections. A table below lists and describes Scatter Chart data sections. + +| Section | Description | +|---|---| +| **X-Axis** | Contains the data item against which the X-coordinates of data points are calculated. | +| **Y-Axis** | Contains the data item against which the Y-coordinates of data points are calculated. | +| **Weight** | Contains the data item whose values are used to calculate the weight of data points. | +| **Arguments** | Contains data items providing scatter chart arguments that are used to create data points. | + +## Transposing X- and Y-axis +The Scatter Chart dashboard item provides the capability to transpose its axes. In this case, the data item contained in the **X-Axis** section is moved to the **Y-Axis** section, and vice versa. + +![ScatterChart_Transpose](../../../images/img126580.png) + +To transpose the selected Scatter Chart dashboard item, use the **Transpose** button in the **Home** ribbon tab. + +![TransposeButton_Ribbon](../../../images/img23683.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md new file mode 100644 index 0000000000..6acfdc1f8e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/tab-container.md @@ -0,0 +1,71 @@ +--- +title: Tab Container +author: Boris Zaitsev +legacyId: '400237' +--- +# Tab Container + +The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. + +![](../../images/fundamentals_tabcontainer.png) + +* [Overview](#overview) +* [Tab Order](#tab-order) +* [Display Item as Page](#display-item-as-page) +* [Selection](#selection) +* [Interactivity](#interactivity) + +## Overview +To create a tab container, use the **Tab Container** button in the **Home** ribbon tab: + +![](../../images/ribbon-home-insert-tabcontainer.png) + +A newly created tab container contains an empty tab page (_Page 1_). + +![](../../images/winforms-designer-tabcontainer-new.png) + +Click the + (_plus_) icon to add an empty page to the tab container. You can use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to add dashboard items to a tab page and manage the layout. Tab containers cannot be nested, so you cannot add a tab container to another tab container. However, a tab container can contain [item groups](dashboard-item-group.md). + +See the [Dashboard Item Caption](../dashboard-layout/dashboard-item-caption.md) topic to learn how to manage a tab container's caption. + +## Tab Order +To change the tab page order, click the **Reorder Tabs** button on the **Tab settings** group. + +![](../../images/ribbon-design-tabsettings-reordertabs.png) + +The **Tabs Order** dialog is invoked. + +![](../../images/tabcontainer-tabsorder-dialog.png) + +Click up and down arrows to change the order of the tab pages in the tab container. + +## Display Item as Page + +The tab caption is above the caption of the content element on the page. If a tab page contains a single element, the _Display Item as Page_ feature is activated. It merges the dashboard item with a tab page and displays a single caption, as illustrated below. + +![](../../images/winforms-designer-tab-display-item-as-page.png) + +To disable the _Display Item as Page_ feature, use one of the following methods: +* Select the tab page and click the **Display Item as Page** button in the **Layout** group on the **Design** ribbon tab of the **Page Tools** contextual tab set. + + ![](../../images/ribbon-design-layout-displayitemaspage.png) +* Select the **Display Item as Page** command in the tab page context menu. + + +## Selection +Click the element's border or use the item's context menu to select a page or a tab container: + +![](../../images/select-tab-page-menu.png) + + +## Interactivity +The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. + +The **Master Filter** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. If this button is switched off, master filter items in the page can filter only dashboard items in this page. + +> [!Note] +> The default tab page behaves opposite to the default group. While the group isolates filter items from the outside, the tab page does not change the item's data interactivity behavior. + +![](../../images/groupmasterfilterbutton_ribbon24853.png) + +The **Ignore Master Filters** button (in the **Interactivity** group on the **Data** ribbon tab of the **Page Tools** contextual tab set) allows you to isolate dashboard items contained within the page from external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md new file mode 100644 index 0000000000..3a4b8ee7a6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box.md @@ -0,0 +1,14 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16622 +--- +# Text Box +Use the **Text Box** dashboard item to display rich text within a dashboard. + +![MainFeatures_TextEditor](../../images/img18215.png) + +You can either add a static text or you can use the Text Box as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) or [Filtering](../data-shaping/filtering.md) features. +* [Editing Text](text-box/editing-text.md) +* [Providing Data](text-box/providing-data.md) +* [Interactivity](text-box/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md new file mode 100644 index 0000000000..324c4c4521 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/editing-text.md @@ -0,0 +1,17 @@ +--- +title: Editing Text +author: Natalia Kazakova +legacyId: 16861 +--- +# Editing Text +To edit the text within the Text Box, click the **Edit** button in the ribbon's **Design** tab or use the corresponding item in the context menu. + +![Text_EditText](../../../images/img20224.png) + +This adds the **Text Box Editor** context category to the Dashboard Designer's ribbon and allows you to modify the content within the Text Box. + +![TextBoxEditorContextCategory](../../../images/img123328.png) +After you change the document, click **Edit** again to finish editing. + +> [!NOTE] +> Note that the Text Box can be [bound](../../bind-dashboard-items-to-data.md) to data. To learn how to do this, see [Providing Data](providing-data.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md new file mode 100644 index 0000000000..d7e982e2db --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16872 +--- +# Interactivity +This document describes the features that enable interaction between the **Text Box** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Dashboard allows you to use most of the data-aware dashboard items as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +Data displayed in the Text Box dashboard item can be filtered by other master filter items. For instance, the Text Box below shows data corresponding to a product selected in the [List Box](../filter-elements/filter-elements-overview.md) dashboard item. + +![MainFeatures_TextEditor](../../../images/img18215.png) + +You can prevent the Text Box from being affected by other master filter items using the **Ignore Master Filters** button on the **Data** ribbon tab. + +![Pivot_IgnoreMasterFilters_Ribbon](../../../images/img25865.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md new file mode 100644 index 0000000000..4d9eb6c9ed --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/text-box/providing-data.md @@ -0,0 +1,26 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 16862 +--- +# Providing Data +The Text Box dashboard item can be [bound to data](../../bind-dashboard-items-to-data.md) as other data-aware dashboard items. To do this, perform the following steps. +1. Drop the _Name_, _RetailPrice_ and _Description_ data source fields from the _Products_ table to the **Values** section of the Text Box. + + ![TextBoxBind_ValuesSection](../../../images/img123342.png) + + Note that [summary types](../../data-shaping/summarization.md) of the created measures are **Min**, **Sum** and **Min**, respectively. +2. Click the [Edit](editing-text.md) button in the **Design** ribbon tab and add the _Name_, _Retail Price_ and _Description_ strings to the document. + + ![TextBoxBind_NewDocument](../../../images/img123341.png) +3. Place the pointer next to _Name_, right-click the document and select **Insert Field** (or use the [Insert Field](editing-text.md) button in the ribbon). Then, click the _Select value_ placeholder and select the _Name (Min)_ measure. + + ![TextBoxBind_FieldContextMenu](../../../images/img123343.png) +4. Perform the third step for _Retail Price_ and _Description_. + + ![TextBoxBind_Bound](../../../images/img123348.png) +5. Click the [Edit](editing-text.md) button again to leave the editing mode. The Text Box will show data in the following way. + + ![TextBoxBind_FinalDocument](../../../images/img123350.png) + + You can use this Text Box as a detail item along with the [Master Filtering](interactivity.md) feature to filter data according to the selected product. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md new file mode 100644 index 0000000000..2218f0fb42 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap.md @@ -0,0 +1,17 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 15389 +--- +# Treemap +Use the Treemap dashboard item to visualize data in nested rectangles that are called _tiles_. + +![Treemap_Main_Win](../../images/img125423.png) + +This section is divided into the following subsections. +* [Providing Data](treemap/providing-data.md) +* [Interactivity](treemap/interactivity.md) +* [Layout](treemap/layout.md) +* [Grouping](treemap/grouping.md) +* [Coloring](treemap/coloring.md) +* [Labels](treemap/labels.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md new file mode 100644 index 0000000000..c445ca4ddc --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/coloring.md @@ -0,0 +1,18 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 15564 +--- +# Coloring +In **Default** color mode, the Treemap dashboard item colors its tiles in the following ways: + +* If the Treemap dashboard item contains only measures (the **Values** section), values corresponding to different measures are colored by [hue](../../appearance-customization/coloring/coloring-concepts.md). + + ![win-treemap-colored-by-default-measures](../../../images/win-treemap-colored-by-default-measures.png) +* If the Treemap dashboard item contains arguments (the **Arguments** section), values corresponding to the first argument are colored by hue. + + ![win-treemap-colored-by-default-arguments](../../../images/win-treemap-colored-by-default-arguments.png) + +>[!Tip] +>**Documentation:**
+>* [Coloring Basics](../../appearance-customization/coloring.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md new file mode 100644 index 0000000000..b7f09f818c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/grouping.md @@ -0,0 +1,19 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 15458 +--- +# Grouping +If you use several [arguments](providing-data.md) in the Treemap, you can group tiles corresponding to child values by parent values. For instance, the following Treemap dashboard item displays combinations of categories and sub-categories. + +![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) + +To group sub-categories inside corresponding categories, click the _Product Category_ [menu button](../../ui-elements/data-items-pane.md) and select **Group Tiles**. + +![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) + +Product tiles will be grouped into category groups. + +![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) + +Note that the ![Treemap_GroupingIcon](../../../images/img125513.png) icon will be displayed within the _Product Category_ dimension. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/dashboard-item-settings/treemap/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md new file mode 100644 index 0000000000..e4e12ff01f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md @@ -0,0 +1,30 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 118489 +--- +# Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view its details. + +> [!NOTE] +> When [Master Filtering](../../../interactivity/master-filtering.md) is enabled, you can view the details by double-clicking a tile. + +![Treemap_DrillDown](../../../../images/img127987.png) + +Drill-down requires that the **Arguments** section contains several dimensions, from the least detailed to the most detailed dimension. + +![Treemap_DrillDown_Arguments](../../../../images/img127988.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable drill-down, click the **Drill Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../../../images/img19513.png) button if you are using the toolbar menu). + +![DataShaping_Interactivity_DrillDown_Ribbon](../../../../images/img19415.png) + +To return to the previous detail level (drill up), use the **Drill Up** (![DrillDown_DrillUpArrow](../../../../images/img18627.png)) button in the caption of the Treemap dashboard item, or the **Drill Up** command in the context menu. + +> [!NOTE] +> [Grouping](../grouping.md) is not in effect when the drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md new file mode 100644 index 0000000000..0324edc699 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md @@ -0,0 +1,16 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 118488 +--- +# Master Filtering +The **Dashboard Designer** allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more, see the [Master Filtering](../../../interactivity/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +The Treemap dashboard item supports filtering by tiles/[groups](../grouping.md). + +When Master Filtering is enabled, you can click a tile or group caption (or multiple tiles/groups by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile/group(s). + +![Treemap_MasterFiltering2](../../../../images/img125442.png) + +> [!NOTE] +> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md new file mode 100644 index 0000000000..b0785565e4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/labels.md @@ -0,0 +1,17 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 15594 +--- +# Labels +The Treemap displays **labels** that contain descriptions for tiles and [groups](grouping.md), and provide **tooltips** with additional information. + +![Treemap_LabelTooltipExample](../../../images/img125431.png) + +You can specify which information should be displayed within tile and group labels separately. To do this, use the **Labels** and **Tooltips** buttons in the **Design** Ribbon tab. + +![Treemap_LabelTooltip_Ribbon](../../../images/img125432.png) + +Use buttons within the **Tile Labels**/**Group Labels** ribbon groups to manage tile and group labels, respectively. These buttons invoke the drop-down menu, which is similar for all buttons. + +![Treemap_LabelTooltip_DropDown](../../../images/img125433.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md new file mode 100644 index 0000000000..4098e0f78e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/layout.md @@ -0,0 +1,25 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 15457 +--- +# Layout +This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Designer, use buttons from the **Layout** group placed in the **Design** ribbon tab. + +![Treemap_LayoutButtons_Ribbon](../../../images/img125439.png) + +The following algorithms are available. + +| Algorithm | Example | Description | +|---|---|---| +| **Slice and Dice** | ![Treemap_SliceAndDice](../../../images/img125436.png) | This layout algorithm divides the space between items, slicing it in the specified direction depending on item value. | +| **Squarified** | ![Treemap_Squarified](../../../images/img125437.png) | The Squarified algorithm arranges tiles so that their width/height ratio will be closer to 1. | +| **Striped** | ![Treemap_Striped](../../../images/img125438.png) | This algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. | + +You can also set a layout direction to specify an arrangement of tiles depending on their sizes. To do this, click the **Layout Direction** button and select the required direction. + +![Treemap_LayoutDirection_Ribbon](../../../images/img125440.png) +* **Bottom Left - Top Right** - Arrange tiles from the bottom-left to the top-right corner. +* **Bottom Right - Top Left** - Arrange tiles from the bottom-right to the top-left corner. +* **Top Left - Bottom Right** - Arrange tiles from the top-left to the bottom-right corner. +* **Top Right - Bottom Left** - Arrange tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md new file mode 100644 index 0000000000..7b573d218f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-item-settings/treemap/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 15454 +--- +# Providing Data +The Dashboard Designer allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. The only difference is in the data sections that the required dashboard item has. + +The Treemap dashboard item has the **Values** and **Arguments** data sections that provide numeric and discrete categorical data, respectively. The steps below provide the most common scenarios of binding a Treemap to data. +1. Drop the _Sales_ and _Profit_ fields to the **Values** section. + + ![TreemapWin_ProvidingData_TwoValues](../../../images/img125483.png) + + The Treemap will draw two tiles whose sizes correspond to the _Sales_ and _Profit_ summary values. +2. Drop the _Product Category_ field to **Arguments**. + + ![TreemapWin_ProvidingData_Layers](../../../images/img125484.png) + + Treemap will create individual tiles for all categories. You can switch between _Sales_ and _Profit_ values by clicking the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the item's [caption](../../dashboard-layout/dashboard-item-caption.md) or you can use its context menu. +3. Drop the child _Product Sub-Category_ field into **Arguments**. + + ![TreemapWin_ProvidingData_TwoValuesAndArguments](../../../images/img125485.png) + + The Treemap will visualize all combinations of categories and corresponding sub-categories using individual tiles. +4. If the **Arguments** section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. To group sub-categories inside corresponding categories, click the _CategoryName_ menu button and select **Group Tiles**. + + ![TreemapWin_ProvidingData_GroupTiles](../../../images/img125487.png) + + Sub-category tiles will be grouped into category groups. + + ![TreemapWin_ProvidingData_Grouping](../../../images/img125486.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md new file mode 100644 index 0000000000..9a3dbd2c17 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout.md @@ -0,0 +1,49 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16518 +--- +# Dashboard Layout + +This topic describes the features related to the dashboard layout in the WinForms Designer. + +## Dashboard Width and Height + +The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space. You can adjust the layout options and specify the width and height of content. + +In the Ribbon menu, click the **Layout Options** button: + +![|layout-options-button-in-ribbon](../images/layout-options-button-ribbon.png) + +This invokes the **Dashboard Layout Options** dialog that allows you to specify the width and height of the dashboard: + +![layout-options-dialog](../images/layout-options-dialog.png) + +* _Auto_ + + The height or width of a dashboard surface fits to content. +* _Fixed_ + + The height or width of a dashboard surface is set in pixels. + +## Dashboard Title +The Dashboard Title is at the top of the dashboard surface and can contain text, images, and command buttons. + +![DashboardTitleArea](../images/img19734.png) + +See the following article for more information: [Dashboard Title](dashboard-layout/dashboard-title.md). +## Dashboard Items Layout + +The Dashboard Designer allows users to arrange and resize dashboard items and groups using drag-and-drop operations. + +![Layout_ItemsLayoutMain](../images/img20477.png) + +See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). +## Dashboard Item Caption +Dashboard Item Caption is located on the dashboard surface and contains relevant up-to-date information and command buttons. + +![DashboardItem_Caption](../images/img18278.png) + +Refer to the following article for details: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). + + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md new file mode 100644 index 0000000000..1df3bac695 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-item-caption.md @@ -0,0 +1,39 @@ +--- +title: Dashboard Item Caption +author: Natalia Kazakova +legacyId: 16517 +--- +# Dashboard Item Caption +Each dashboard item has a caption that is displayed at the top of the item. The caption contains static text along with other information, as well as command buttons. + +![DashboardItem_Caption](../../images/img18278.png) + +To show or hide the caption of a dashboard item, click the **Show Caption** button in the **Design** Ribbon tab... + +![Layout_ShowCaption_Ribbon](../../images/img21856.png) + +...or right-click the item when designing the dashboard, and click the **Show Caption** menu item. + +![ItemMenu_ShowCaption](../../images/img20446.png) + +> [!NOTE] +> The caption of the Range Filter dashboard item is not visible by default. + +The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: +* **Dashboard Item Name** - represents the static text within a dashboard item's caption. +* **Data Item Container Name** - represents the name of the **data item container**. To learn more about data item containers, see the **Providing Data** topic for the corresponding dashboard item. + + You can change the default name of the dashboard item or data item container using the **Edit Names** dialog. To invoke this dialog, right-click the item when designing the dashboard, and click the **Edit Names...** menu item (alternatively, you can use the **Edit Names** button in the **Design** Ribbon tab). + + ![Layout_EditNamesDialog_Common](../../images/img20476.png) +* **Drill-Down** value - shows the value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](../interactivity/drill-down.md) topic. +* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Values** button - invokes a drop-down menu that allows you to switch between the provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Providing Data** topic for the corresponding dashboard item. +* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](../interactivity/master-filtering.md). To learn more, see the **Master Filtering** topic in the **Interactivity** section for the corresponding dashboard item. +* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. To learn more, see the **Drill-Down** topic in the **Interactivity** section for the corresponding dashboard item. +* **Clear Selection** button - allows you to clear the selection inside an item. +* **Initial Extent** button - restores the Map dashboard items' default size and position. +* **Select Date Time Periods** button / menu - allows you to select date-time periods for the Range Filter. +* **Multiselection** button - allows you to filter data by selecting multiple elements in dashboard items. +* **Maximize** button - expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. +* **Restore** button - restores the expanded item to its initial state. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md new file mode 100644 index 0000000000..34a4ff5a1a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-items-layout.md @@ -0,0 +1,67 @@ +--- +title: Dashboard Items Layout +author: Natalia Kazakova +legacyId: 16515 +--- +# Dashboard Items Layout +The **Dashboard Designer** provides the capability to arrange and resize dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) in various ways, using simple drag-and-drop operations. + +![Layout_ItemsLayoutMain](../../images/img20477.png) + +* [Layout Concepts](#layout-concepts) +* [Item Resizing](#item-resizing) +* [Maximize and Restore Item](#maximize-and-restore-item) +* [Item Positioning](#item-positioning) + +## Layout Concepts +The dashboard arranges dashboard items and [groups](../dashboard-item-settings/dashboard-item-group.md) using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. +* A layout item is used as a container that displays an individual dashboard item. +* A layout group is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display [dashboard item groups](../dashboard-item-settings/dashboard-item-group.md). + +Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. + +![DashboardLayoutHierarchy](../../images/img25963.png) + +## Item Resizing +You can resize individual items/groups of items by dragging their edges. + +![Layout_ResizingItem](../../images/img20595.png) + +By default, a 2x2 layout group of dashboard items is horizontally oriented and contains two child layout groups. This arranges dashboard items in two 'columns' and allows you to set a different height for items in different columns. You can switch the orientation of the 2x2 group to **Vertical** using the indicator at the group intersection. + +![ItemsResizing_Crosshair](../../images/img24753.png) + +This allows you to specify different widths for dashboard items in different 'rows'. The table below lists and describes different modes. + +| Indicator | Result | Description | +|---|---|---| +| ![VertIndicator_Layout](../../images/img24756.png) | ![Crosshair_VerticalResizing](../../images/img25985.png) | Orients the layout group horizontally and allows you to change the height of individual items and the width of 'columns'. | +| ![HorzIndicator_Layout](../../images/img24755.png) | ![Crosshair_HorizontalResizing](../../images/img25984.png) | Orients the layout group vertically and allows you to change the width of individual items and the height of 'rows'. | + +## Maximize and Restore Item +You can expand any dashboard item into the whole dashboard size to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. + +- To maximize a dashboard item, click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md). + + ![](../../images/win-dashboard-maximize-dashboard-item.png) + +- To restore the item size, click **Restore**. + + ![](../../images/win-dashboard-restore-dashboard-item.png) + +## Item Positioning +You can change the position of a dashboard item by using drag-and-drop and one of the following approaches. +* If the [caption](dashboard-item-caption.md) of the dashboard item is visible, click it and hold down the left mouse button while dragging the item. +* If the caption of the dashboard item is not visible, click the ![Layout_DragAndDropIcon](../../images/img20487.png) icon in the top left corner, and hold down the left mouse button while dragging the item. + +Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. + +The following table illustrates how a dashboard item is dragged. + +| Action | Description | +|---|---| +| ![DashboardDesigner_DraggingItem_1](../../images/img117901.png) | Select the required dashboard item. | +| ![DashboardDesigner_DraggingItem_2](../../images/img117902.png) | Drag the dashboard item to the expected area. The _drag indicator_ ( ![DashboardDesigner_DragIndicator](../../images/img117906.png) ) will show possible positions for the dashboard item. | +| ![DashboardDesigner_DraggingItem_3](../../images/img117903.png) | Move the mouse cursor to the required position. The _drop indicator_ ( ![DashboardDesigner_DropIndicator](../../images/img117907.png) ) highlights the hovered position. | +| ![DashboardDesigner_DraggingItem_4](../../images/img117904.png) | Then, the _drop indicator_ sequentially displays areas that can be occupied by the dashboard item. Release the left mouse button when the drop indicator displays the required area. | +| ![DashboardDesigner_DraggingItem_5](../../images/img117905.png) | The dashboard item is moved to a new position. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md new file mode 100644 index 0000000000..0b2cfebc4c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/dashboard-layout/dashboard-title.md @@ -0,0 +1,33 @@ +--- +title: Dashboard Title +author: Natalia Kazakova +legacyId: 16516 +--- +# Dashboard Title +The **Dashboard Title** is located at the top of the dashboard surface. It can contain text or image content. + +![DashboardTitleArea](../../images/img19734.png) + +If you are using the Ribbon menu in the **Dashboard Designer**, you can change title settings by clicking the **Title** button. + +![TitleButton_Ribbon](../../images/img19847.png) + +This invokes the **Dashboard Title** dialog, which allows you to change the text within the dashboard title, add an image, etc. + +![DashboardTitle_Dialog](../../images/img19848.png) + +This dialog allows you to specify the following options. +* **Visible** - Specifies whether or not the dashboard title is visible. +* **Show Master Filter state** - Specifies whether or not to show the state of master filter items in the dashboard title. + + When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + + ![DashboardTitle_MasterFilterPopup](../../images/img23137.png) +* **Alignment** - Specifies the alignment of the dashboard title. +* **Load** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain the URL to access the image. + + **Import** button - Allows you to specify the image displayed within the dashboard title. In this case, the dashboard definition will contain an image as a byte array. + +The dashboard title can contain command buttons. +* **Export To** button - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Parameters** button - allows you to modify dashboard parameter values. To learn more about parameters, see the [Using Dashboard Parameters](../data-analysis/using-dashboard-parameters.md) topic. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md similarity index 88% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md index 7c99ea6468..81b3d16dfd 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md @@ -32,7 +32,7 @@ If you created the calculated field that includes the **Aggr** function and drop In this scenario, an underlying data source contains the list of orders for two categories and corresponding products. - ![Aggr_UnderlyingData](../../../../images/img122834.png) + ![Aggr_UnderlyingData](../../../images/img122834.png) To aggregate this data by individual categories, create a calculated field with the following expression. @@ -43,15 +43,15 @@ If you created the calculated field that includes the **Aggr** function and drop The following internal table will be generated for this calculated field. - ![Aggr_Overview_UnderlyingAndInternalLow](../../../../images/img122839.png) + ![Aggr_Overview_UnderlyingAndInternalLow](../../../images/img122839.png) The sample [Grid](../../dashboard-item-settings/grid.md) dashboard item contains more detailed data and includes the following columns: _Category_, _Product_ and the sum of _Sales_. - ![Aggr_Overview_CategoryProductGrid](../../../../images/img122838.png) + ![Aggr_Overview_CategoryProductGrid](../../../images/img122838.png) If you drop the created calculated field to the Grid, the sum of sales for each category will be repeated for each Grid row. - ![Aggr_Overview_GridAndInternalLow](../../../../images/img122840.png) + ![Aggr_Overview_GridAndInternalLow](../../../images/img122840.png) For instance, you can use these values later to calculate a contribution of each product to a category’s sales. * An aggregation has a **more detailed granularity** than visualized data. @@ -65,18 +65,18 @@ If you created the calculated field that includes the **Aggr** function and drop The following internal table will be generated for this calculated field. - ![Aggr_Overview_GridAndInternalHigh](../../../../images/img122841.png) + ![Aggr_Overview_GridAndInternalHigh](../../../images/img122841.png) Drop the created calculated field to the Grid and set its summary type to **Min**. The Grid will display minimum product sales within each category. - ![Aggr_Overview_GridAndInternalHigh](../../../../images/img122842.png) + ![Aggr_Overview_GridAndInternalHigh](../../../images/img122842.png) ## Example 1 - Best/Worst Sales by Year The following example shows how to display best and worst monthly sales for each year. In this example, the [Chart](../../dashboard-item-settings/chart.md) dashboard item shows the sum of sales by different years. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/chart/providing-data.md) section and the _OrderDate_ (with the **Year** [group interval](../../data-shaping/grouping.md)) is placed in the [Arguments](../../dashboard-item-settings/chart/providing-data.md) section. -![Aggr_Example1_SalesByYear](../../../../images/img122812.png) +![Aggr_Example1_SalesByYear](../../../images/img122812.png) To display sales by the best/worst months for each year, create a new [calculated field](../../work-with-data/creating-calculated-fields.md) with the following expression. @@ -87,14 +87,14 @@ Aggr(Sum([Sales]), GetYear([OrderDate]), GetMonth([OrderDate])) Drop this field (_Sales by Year/Month_ in the image below) to the Values section and set its [summary type](../../data-shaping/summarization.md) to **Max**. Then, drop this field to Values again and set its summary type to **Min**. The Chart will visualize sales by the best/worst months in a year. -![Aggr_Example1_SalesByMonths](../../../../images/img122813.png) +![Aggr_Example1_SalesByMonths](../../../images/img122813.png) ## Example 2 - Percent of Total This example will demonstrate how to calculate a contribution of individual quarter sales to year sales. In this example, the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item displays the sum of sales by year/quarter. The _Sales_ field is placed in the [Values](../../dashboard-item-settings/pivot/providing-data.md) section and the hierarchy of _OrderDate_ fields (with the **Year** and **Quarter** [group intervals](../../data-shaping/grouping.md)) is placed in [Rows](../../dashboard-item-settings/pivot/providing-data.md). -![Aggr_Example2_SalesByQuarterYear](../../../../images/img122821.png) +![Aggr_Example2_SalesByQuarterYear](../../../images/img122821.png) To calculate a contribution of each quarter to a year sales, do the following. * Calculate totals for each year using the **Aggr** function by creating the following calculated field. @@ -114,14 +114,14 @@ To calculate a contribution of each quarter to a year sales, do the following. Name this field _Percent of Total_ and drop it to **Values** to see the result. -![Aggr_Example2_SalesByQuarterYear_PercentOfTotal](../../../../images/img122822.png) +![Aggr_Example2_SalesByQuarterYear_PercentOfTotal](../../../images/img122822.png) ## Example 3 - Customer Acquisition In this example, a customer acquisition will be evaluated by grouping customers by the quarter/year of their first purchase to compare sales contributions. The [Chart](../../dashboard-item-settings/chart.md) dashboard item below visualizes sales by quarter/year. -![Aggr_Example3_CohortAnalysis](../../../../images/img122827.png) +![Aggr_Example3_CohortAnalysis](../../../images/img122827.png) The following expression determines the minimum order date (the first purchase date) per customer. @@ -132,14 +132,14 @@ Aggr(Min(GetDateQuarterYear([OrderDate])), [CustomerID]) Set the name of the created field to _Customer First Order_ and drop this field to the **Series** section to see the result. -![Aggr_Example3_CohortAnalysis_Result](../../../../images/img122828.png) +![Aggr_Example3_CohortAnalysis_Result](../../../images/img122828.png) ## Example 4 - Customer Order Count In this example, you will learn how to divide customers count by the number of orders they made. The Chart below shows the number of orders that is made by each customer. -![Aggr_Example4_CustomerOrderCount](../../../../images/img122830.png) +![Aggr_Example4_CustomerOrderCount](../../../images/img122830.png) The calculated field below evaluates the number of unique orders made by each customer. @@ -150,7 +150,7 @@ Aggr(CountDistinct([OrderID]), [CustomerID]) Set the name of this field to _Customer Order Count_ and drop this field to arguments. Then, drop the _CustomerID_ field to **Values** and change its [summary type](../../data-shaping/summarization.md) to **Count Distinct**. -![Aggr_Example4_CustomerOrderCount_Result](../../../../images/img122829.png) +![Aggr_Example4_CustomerOrderCount_Result](../../../images/img122829.png) The Chart will show the number of customers that made a specific number of orders. @@ -159,7 +159,7 @@ This scenario requires the use of nested aggregations. In this example, the dash The initial [Grid](../../dashboard-item-settings/grid.md) dashboard item shows sales of all products by year (the _OrderDate_ column with the **Year** [group interval](../../data-shaping/grouping.md) and the _Sales_ column). The data source also contains the _ProductName_ field. -![Aggr_Example5_SalesByYear](../../../../images/img122866.png) +![Aggr_Example5_SalesByYear](../../../images/img122866.png) To implement this scenario, perform the following steps. * Create the calculated field that will return product sales for individual years. @@ -187,4 +187,4 @@ To implement this scenario, perform the following steps. Specify the name as _Best Sales Product_. Then, drop this field to the **Columns** section to see the result. -![Aggr_Example5_BestProductByYear_Result](../../../../images/img122867.png) \ No newline at end of file +![Aggr_Example5_BestProductByYear_Result](../../../images/img122867.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md index 42c6cde563..4f17e4d45e 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md @@ -1,41 +1,41 @@ ---- -title: Summary Level Aggregations -author: Natalia Kazakova -legacyId: 116588 ---- -# Summary Level Aggregations -The Dashboard Designer aggregates data when you construct a [calculated field expression](../../work-with-data/creating-calculated-fields.md). This allows you to evaluate calculated fields on a summary level. - -In the Dashboard Designer, you can use the following set of predefined aggregate functions: - -![BlogDashboard_SummaryCalculatedField_Functions](../../../../images/img118142.png) - -| Function | Description | -|---|---| -| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. For more information, see [Intermediate Level Aggregations](intermediate-level-aggregations.md). | -| Avg(Value) | Returns the average of all the values in the expression. | -| Count() | Returns the number of values. | -| CountDistinct(Value) | Returns the number of distinct values. | -| Max(Value) | Returns the maximum value across all records. | -| Min(Value) | Returns the minimum value across all records. | -| Median(Value) | Returns the median of the values. | -| Sum(Value) | Returns the sum of all values. | -| Var(Value) | Returns an estimate of the variance of a population where the sample is a subset of the entire population. | -| Varp(Value) | Returns the variance of a population where the population is the entire data to be summarized. | -| StdDev(Value) | Returns an estimate of the standard deviation of a population where the sample is a subset of the entire population. | -| StdDevp(Value) | Returns the standard deviation of a population where the population is the entire data to be summarized. | - -These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures in an OLAP cube. - -## Custom Aggregate Functions - -Along with the predefined aggregations (like Min, Max, Sum, Avg), the Dashboard supports custom aggregation functions. A custom aggregate function appears in the [Expression Editor](~/interface-elements-for-desktop/articles/expression-editor.md)'s categories if the function was registered in your application. - -The following image illustrates the custom _StringConcat_ function in the **Aggregate** function’s category: - -![win-custom-aggr-function-in-expression-editor](../../../../images/win-custom-aggr-function-in-expression-editor.png) - -Names of custom aggregate functions are stored in the **Custom Aggregate Names** category and can be used as arguments when you create window calculations as _WindowAggregate_ and _RunningAggregate_. - -Refer to the following topic for detains: [Calculation Functions Reference](../window-calculations/calculation-functions-reference.md). - +--- +title: Summary Level Aggregations +author: Natalia Kazakova +legacyId: 116588 +--- +# Summary Level Aggregations +The Dashboard Designer aggregates data when you construct a [calculated field expression](../../work-with-data/creating-calculated-fields.md). This allows you to evaluate calculated fields on a summary level. + +In the Dashboard Designer, you can use the following set of predefined aggregate functions: + +![BlogDashboard_SummaryCalculatedField_Functions](../../../images/img118142.png) + +| Function | Description | +|---|---| +| Aggr(SummaryExpression, Dimensions) | Aggregates underlying data using the detail level specified by a predefined set of dimensions and a specified summary function. For more information, see [Intermediate Level Aggregations](intermediate-level-aggregations.md). | +| Avg(Value) | Returns the average of all the values in the expression. | +| Count() | Returns the number of values. | +| CountDistinct(Value) | Returns the number of distinct values. | +| Max(Value) | Returns the maximum value across all records. | +| Min(Value) | Returns the minimum value across all records. | +| Median(Value) | Returns the median of the values. | +| Sum(Value) | Returns the sum of all values. | +| Var(Value) | Returns an estimate of the variance of a population where the sample is a subset of the entire population. | +| Varp(Value) | Returns the variance of a population where the population is the entire data to be summarized. | +| StdDev(Value) | Returns an estimate of the standard deviation of a population where the sample is a subset of the entire population. | +| StdDevp(Value) | Returns the standard deviation of a population where the population is the entire data to be summarized. | + +These functions can be used for all types of numeric fields. After creating such calculated fields, you can use them as measures in an OLAP cube. + +## Custom Aggregate Functions + +Along with the predefined aggregations (like Min, Max, Sum, Avg), the Dashboard supports custom aggregation functions. A custom aggregate function appears in the [Expression Editor](../../ui-elements/expression-editor.md)'s categories if the function was registered in your application. + +The following image illustrates the custom _StringConcat_ function in the **Aggregate** function’s category: + +![win-custom-aggr-function-in-expression-editor](../../../images/win-custom-aggr-function-in-expression-editor.png) + +Names of custom aggregate functions are stored in the **Custom Aggregate Names** category and can be used as arguments when you create window calculations as _WindowAggregate_ and _RunningAggregate_. + +Refer to the following topic for detains: [Calculation Functions Reference](../window-calculations/calculation-functions-reference.md). + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md new file mode 100644 index 0000000000..e5deb9904a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/expression-constants-operators-and-functions.md @@ -0,0 +1,389 @@ +--- +title: Expression Constants, Operators, and Functions +author: Boris Zaitsev +--- +# Expression Constants, Operators, and Functions + +The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. + +The tables below contain constants, operators, and functions you can use in dashboard expressions. + +## Constants + +| Constant | Description | Example | +|---|---|---| +| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| +| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | +| True | Represents the Boolean True value. | [InStock] == True | +| False | Represents the Boolean False value. | [InStock] == False | +| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | +| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | +| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | +| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | + +You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. + +_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ + +The following two examples are identical, but the second one allows you to avoid formatting errors. + +_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ + +_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ + +When parameters are not specified, a parameter placeholder is substituted with null. + +_CriteriaOperator.Parse("[Region] != ?")_ + +## Operators + +| Operator | Description | Example | +|--|--|--| +| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | +| - | Finds the difference between two numbers. | [Price1] - [Price2] | +| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | +| / | Divides the first operand by the second. | [Quantity] / 2 | +| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | +| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | +| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | +| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | +| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | +| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | +| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | +| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | +| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | +| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | +| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | +| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | +| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | +| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | +| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | +| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | +| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | +| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | +| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | +| ! | Performs a logical negation on a Boolean expression. | ![InStock] | +| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | +| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | +| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | + +## Functions + +**Advanced Functions - Intermediate Aggregation Level** + +| Function | Description | Example | +|---|---|---| +| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | +| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | +| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| +| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | +| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| +| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| + + +**Aggregate Functions** + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | +| Count() | Returns the number of values. | Count() | +| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | +| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | +| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | +| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | +| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | +| Median(Value) | Returns the median of the values. | Median([Profit]) | +| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | +| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | +| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | +| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | +| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | + + +**Window Functions** + +| Function | Description | Example | Image | +|--|--|--|--| +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | +| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | +| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | +| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | +| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | +| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | +| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | +![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | +| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | +| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | +| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | +| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | +| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | +| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | +| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | + +> [!IMPORTANT] +> Note that window functions cannot be used inside [Aggr](aggregations.md). + +**Date-time Functions** + +| Function | Description | Example | +|---|---|---| +| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | +| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | +| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | +| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | +| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | +| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | +| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | +| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | +| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | +| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | +| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | +| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | +| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | +| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | +| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | +| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | +| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | +| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | +| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | +| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | +| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | +| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | +| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | +| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | +| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | +| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | +| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | +| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | +| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | +| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | +| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | +| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | +| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | +| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | +| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | +| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | +| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | +| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | +| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | +| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | +| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | +| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | +| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | +| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | +| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | +| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | +| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | +| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | +| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | +| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | +| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | +| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | +| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | +| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | +| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | +| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | +| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | +| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | +| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | +| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | +| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | +| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | +| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | +| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | +| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | +| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | +| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | +| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | +| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | +| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | +| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | +| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | +| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | +| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | +| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | +| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | +| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | +| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | +| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | +| Now() | Returns the current system date and time. | AddDays(Now(), 5) | +| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | +| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | +| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | + +**Logical Functions** + +{| +|- + +! Function +! Description +! Example +|- + +| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) +| Returns one of several specified values depending upon the values of logical expressions. + +The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + +- Each odd argument specifies a logical expression; + +- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; + +- **...** + +- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. +| Iif(Name = 'Bob', 1, 0)") + +Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) + +|- + +| IsNull(Value) +| Returns True if the specified Value is NULL. +| IsNull([OrderDate]) +|- + +| IsNull(Value1, Value2) +| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. +| IsNull([ShipDate], [RequiredDate]) +|- + +| IsNullOrEmpty(String) +| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. +| IsNullOrEmpty([ProductName]) +|- + +| ToBoolean(Value) +| Converts Value to an equivalent Boolean value. +| ToBoolean([Value]) +|} + +**Math Functions** + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +**String Functions** + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + + + + +## Operator Precedence +When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. + +_Amount == 2 + 48 * 2_ + +_Amount == (2 + 48) * 2_ + +## Case Sensitivity +Operators are case insensitive. Although field values’ case sensitivity depends on the data source. + +> [!NOTE] +> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: +> +> _Lower(Name) == Upper(Name)_ + +## Escape Keywords +You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. + +_\@Or = 'value'_ + + +## Escape Characters + +Use a backslash (\) as an escape character for characters in expressions. Examples: + +- \\[ +- \\\ +- \\' diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/using-dashboard-parameters.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md new file mode 100644 index 0000000000..c4c63ef6d9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md @@ -0,0 +1,63 @@ +--- +title: Cascading Parameters +author: Polina Tuyreva +--- +# Cascading Parameters + +Create cascading parameters to filter a list of predefined parameter values based on another parameter's values. The following image illustrates cascading parameters where the **pProducts** parameter values are filtered by the selected category: + +![Dashboard for WinForms - Cascading Parameters](../../../images/cascading-parameters-winforms.gif) + +In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#dynamic-list) settings. + +## Create Cascading Parameters + +The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../work-with-data/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. + +In this tutorial, you will create two dashboard parameters: +* The **pCategory** parameter filters the *Products* query. The *Products* query is a data source for the **pProducts** parameter. +* The **pProducts** parameter filters the *OrderReports* query. + +The steps below create cascading parameters in the WinForms Dashboard Designer: + +1. Create a dashboard parameter called **pCategory** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* as a value member. + + The parameter settings may look as follows: + + ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/category-parameter-cascading.png) + +2. Use the created **pCategory** parameter to [filter](../../work-with-data/filter-queries.md) the *Products* query. + + To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: + + ![Dashboard for WinForms - Filter Query](../../../images/category-parameter-filter-cascading.png) + + The resulting query looks as follows: + + ``` + [Products.CategoryID]=?pCategory + ``` + +3. Create a dashboard parameter called **pProducts** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* as a value member. + + The parameter settings may look as follows: + + ![Dashboard for WinForms - Create Dashboard Parameter](../../../images/products-parameter-cascading.png) + + +4. Use the **pProducts** dashboard parameter to filter the *OrderReports* query. + + To do this, invoke the [Query Builder](../../work-with-data/using-the-query-builder.md) and click the **Filter...** button to specify the filter criteria in the **Filter Editor**. Choose the **Bind To** option to automatically bind a [query parameter](../../work-with-data/pass-query-parameters.md) to the created dashboard parameter: + + ![Dashboard for WinForms - Filter Queries](../../../images/products-parameter-filter-cascading.png) + + The resulting query looks as follows: + + ``` + [OrderReports.ProductID] In ?pProducts + ``` + +5. Create a Grid item to visualize data from the filtered *OrderReports* query. + +>[!TIP] +>When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md new file mode 100644 index 0000000000..1675104299 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md @@ -0,0 +1,142 @@ +--- +title: Create a Dashboard Parameter +author: Natalia Kazakova +legacyId: 16522 +--- +# Create a Dashboard Parameter in the WinForms Designer + +This topic shows how to add a new dashboard parameter and specify its settings in the Dashboard Designer. + +## Create a Parameter in the UI + +To create dashboard parameters in the Dashboard Designer, follow the steps below. + +1. Click the **Parameters** button from the **Dashboard** page group on the Ribbon's **Home** page. + + ![Ribbon - Parameters Button](../../../images/parameters_addparameterbutton_ribbon21711.png) + +2. In the invoked dialog, click the **Add** button to create a dashboard parameter. + + ![Dashboard Parameters Dialog - Add Parameters](../../../images/parameters_parametersdialog21716.png) + +3. Specify the parameter's settings and click **OK** to save the created parameter. + +## Parameter Settings + +### Name + +Specifies the parameter name. + +When you create and modify parameter names, follow the rules below: + +* A name can contain letters, numbers, and underscores. +* A name cannot contain spaces. +* A name cannot be an empty string. +* The dashboard cannot contain parameters with the same name. +* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_ . + +### Description + +Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +![Dashboard Parameters Dialog - Parameter Description](../../../images/dashboard-parameter-description-win.png) + +### Visible + +Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +### Allow Null + +Specifies whether a null value can be passed as a parameter value. + +### Allow Multiselect + +Specifies whether multi-selection is enabled for the current parameter. + +The following limitations apply to parameters with multi-selection enabled: + +* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. +* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. + +### Select All Values + +Specifies whether all parameter values should be selected in the initial state of the dashboard. + +Note that this option is in effect when **Allow Multiselect** is enabled. + +### Type + +Specifies the parameter type. + +The following types are available: + +* String +* Date +* Time +* Date and Time +* Number (16-bit integer) +* Number (32-bit integer) +* Number (64-bit integer) +* Number (floating point) +* Number (double-precision floating point) +* Number (decimal) +* Boolean +* GUID (Globally Unique Identifier) + +### Value + +Specifies the default parameter value. + +Note that when the **Allow Multiselect** option is enabled, the **Value** option allows you to select multiple parameter values. + +### Look-Up Settings + +Specifies the parameter's look-up settings. + + +Select the option from the **Look-Up Settings** drop-down list. + +![Parameters Dialog - Look-Up Settings](../../../images/parameters_parametersdialog_lookupsettings21718.png) + +The following **Look-Up Settings** are available in the WinForms Dashboard: + +#### No Look-Up + +An end user can specify the parameter value in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +You can set the default value for the parameter in the parameter setting: + +![Dashboard Parameter Look-Up Settings - No Look-Up](../../../images/parameters_lookupsettings_nolookup21722.png) + +#### Static List + +An end user selects a parameter value from a static list. + +To add predefined parameter values, click the ellipsis button in the parameter settings: + +![Dashboard Parameters Look-Up Settings - Static List](../../../images/parameters_lookupsettings_static21723.png) + + +#### Dynamic List + +An end user selects a parameter value defined in a data source. + +![Dashboard Parameters Look-Up Settings - Dynamic List](../../../images/parameters_lookupsettings_dynamic21842.png) + +>[!TIP] +>You can also create cascading parameters in the Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +To provide access to data source values, specify the following options: + +|UI Settings|Description| +|--------|-----------|---| +|**Data Source**| Specifies the data source for the dashboard parameter.| +|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| +|**Value Member**|Specifies the name of the data field for the parameter values.| +|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| +|**Sort By** (optional)|Specifies the data member used to sort parameter values.| +|**Sort Order** (optional)|Specifies the sort order.| + +> [!NOTE] +> You cannot use an OLAP data source as the data source for a dashboard parameter. + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md new file mode 100644 index 0000000000..5444942c57 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md @@ -0,0 +1,92 @@ +--- +title: Reference Dashboard Parameters +author: Natalia Kazakova +legacyId: 16523 +--- +# Reference Dashboard Parameters in WinForms + +This topic describes how to reference a [dashboard parameter](creating-parameters.md) in [condition format expressions](#conditional-formatting), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. + +## SQL Queries and Stored Procedures +You can filter the SQL data sources dynamically if you bind a [query parameter](../../work-with-data/pass-query-parameters.md) to a dashboard parameter. + +You can access the query parameter settings in the second page of the [Query Editor](../../work-with-data/using-the-query-editor.md) or in the [Query Builder](../../work-with-data/using-the-query-builder.md) by clicking the **Edit Parameters** button. + +Select the *Expression* checkbox and in the **Value** column, select the dashboard parameter, or specify an expression with a dashboard parameter in **Expression Editor**. + +![Query Editor - Configure Query Parameters](../../../images/queryeditor_passdashboardparameter121219.png) + +Refer to the following article for more information about query parameters: [Use Query Parameters](../../work-with-data/pass-query-parameters.md). + +>[!TIP] +>You can also create cascading parameters in the WinForms Dashboard Designer. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +## Data Source Filtering + +You can use dashboard parameters to filter Excel, Object, and Extract data sources. + +To apply filtering to a data source, click the **Filter** button in the **Data Source** Ribbon tab. + +![Data Source Filter Button](../../../images/datasourcefiltering_filterbutton_ribbon22300.png) + +In the invoked [Filter Editor](../../ui-elements/filter-editor/filter-data-via-the-filter-editor.md), specify the filter criteria. To compare a field value with a parameter value, click the ![Parameters_FilterEditor_CompareButton](../../../images/parameters_filtereditor_comparebutton21820.png) button and then the ![Parameters_FilterEditor_CompareButton2](../../../images/parameters_filtereditor_comparebutton221824.png) button. Then, click the second operand's placeholder to invoke the list of available parameters and select the required parameter: + +![Data Source Filtering - Filter Criteria with a Parameter](../../../images/filter-ds-parameterpselection-win.png) + +The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. + +## Conditional Formatting + +You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. + +To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-and-edit-a-format-rule), click the menu button of the required data item and select **Add Format Rule | Expression**: + +![Format Rule - Expression Type](../../../images/win-conditional-formatting-expression.png) + +In the invoked **Expression** dialog, specify the format rule and other settings. To compare a field value to a parameter value, click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton21820.png) button of the second operand, and then click the ![Filter Editor - Button](../../../images/parameters_filtereditor_comparebutton221824.png) button. After that, click the operand's placeholder and select the dashboard parameter. + +![Expression Dialog -Compare to a Dashboard Parameter](../../../images/expressiondialog_passparameter121501.png) + +The ![Parameters_FilterEditor_CompareButton3](../../../images/parameters_filtereditor_comparebutton321825.png) icon will be displayed next to the selected parameter. + +Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. + +>[!TIP] +>For more information on conditional formatting, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). + + +## Calculated Fields + +You can use parameters when you construct [expressions](../../data-analysis/expression-constants-operators-and-functions.md) for [calculated fields](../../work-with-data/creating-calculated-fields.md). This allows you to dynamically evaluate values of the calculated field depending on the current parameter value. + +To reference a dashboard parameter in the calculated field expression, add or edit a calculated field. In the invoked **Expression Editor**, select the dashboard parameter from the **Parameters** section. + +![Parameters_CalculatedFields](../../../images/parameters_calculatedfields21730.png) + +Click **OK** to save the expression. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. + +>[!TIP] +>For more information on calculated fields in WinForms Dashboard, refer to the following article: [Calculated Fields](../../work-with-data/creating-calculated-fields.md). + +## Window Calculations + +You can use dashboard parameters in [window calculations](../../data-analysis/window-calculations/window-calculations-overview.md). This allows you to apply specific computations to measure values depending on the current parameter value. + +To reference the dashboard parameter value in a window calculation, create a window calculation of the **Custom** type: + +![Data Item Menu - Custom Calculation](../../../images/win-custom-window-calculation.png) + +Then, select the calculation type and click the **Edit in Expression Editor** button: + +![Customize Calculation Window](../../../images/customize-calculation-edit-button.png) + +In the invoked **Expression Editor** window, construct an expression. To reference a dashboard parameter, select the **Parameters** category and double-click the required parameter from the list of the available dashboard parameters. + +![Window Calculation with Dashboard Parameters](../../../images/passingparameters_windowcalculation124377.png) + +Click **OK** to apply the specified settings. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. + +>[!TIP] +>For more information on window calculations in WinForms Dashboard, refer to the following article: [Window Calculations](../../data-analysis/window-calculations.md). diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..e0ad646eab --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Specify Dashboard Parameter Values + +author: Natalia Kazakova +legacyId: 16524 +--- +# Specify Dashboard Parameter Values + +The Dashboard Designer includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the [parameter settings](creating-parameters.md#parameter-settings). Set the [Visible](creating-parameters.md#visible) property to `true` to display the parameter in the **Dashboard Parameters** dialog. + +To invoke the **Dashboard Parameters** dialog, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: + +![Dashboard Parameters Dialog in WinForms](../../../images/dashboard-parameters-dialog-win.gif) + +To reset changes to the default values, click the **Reset** button. diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md index a8bca00850..414e525e9a 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md @@ -8,35 +8,35 @@ This topic contains the descriptions of window functions that can be used to spe | Function | Description | Example | Image | |---|---|---|---| -| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../../images/img123018.png) | -| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../../images/img123016.png) | -| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../../images/img123017.png) | -| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../../images/img123029.png) | -| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../../images/img123019.png) | - | +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../../images/img123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../../images/img123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../../images/img123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../../images/img123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../../images/img123019.png) | - | | RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | | RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | | RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | | RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | | RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | -| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../../images/img123020.png) | -| RunningAggregate(SummaryExpression, CustomAggregateName) | Returns the cumulative result of the custom function applied to specified expression from the first row in the window to the current row.| RunningAggregate(Min([City]), 'StringConcat') | ![RunningAggregateFunction](../../../../images/RunningAggregateFunction.png)| +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../../images/img123020.png) | +| RunningAggregate(SummaryExpression, CustomAggregateName) | Returns the cumulative result of the custom function applied to specified expression from the first row in the window to the current row.| RunningAggregate(Min([City]), 'StringConcat') | ![RunningAggregateFunction](../../../images/RunningAggregateFunction.png)| | RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | -| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../../images/img123021.png) | -| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../../images/img123026.png) | -| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../../images/img123027.png) | -| WindowAggregate(SummaryExpression, StartOffset, EndOffset, CustomAggregateName)| Returns the result of the custom function applied to the specified expression in the window.| WindowAggregate(Min([CompanyName]), -1, 1, 'StringConcat')|![windowAggregateFunction](../../../../images/windowAggregateFunction.png) | -| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../../images/img123031.png) | -| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowCount_plus2](../../../../images/img123032.png) | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../../images/img123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../../images/img123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../../images/img123027.png) | +| WindowAggregate(SummaryExpression, StartOffset, EndOffset, CustomAggregateName)| Returns the result of the custom function applied to the specified expression in the window.| WindowAggregate(Min([CompanyName]), -1, 1, 'StringConcat')|![windowAggregateFunction](../../../images/windowAggregateFunction.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../../images/img123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowCount_plus2](../../../images/img123032.png) | | WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | -| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../../images/img123033.png) | -| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../../images/img123036.png) | -| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../../images/img123035.png) | -| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../../images/img123037.png) | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../../images/img123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../../images/img123036.png) | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../../images/img123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../../images/img123037.png) | | WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | | WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | | WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | | WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | -| Total(SummaryExpression) | Returns the total for the specified expression in a calculation window. Note that the **Total** function calculates the total based on values from the [underlying data source](../../provide-data.md). | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../../images/img123030.png) | +| Total(SummaryExpression) | Returns the total for the specified expression in a calculation window. Note that the **Total** function calculates the total based on values from the [underlying data source](../../provide-data.md). | Total(Sum([Sales])) | ![CalculationFunction_Total](../../../images/img123030.png) | > [!IMPORTANT] > Note that window functions cannot be used inside **[Aggr](../aggregations/intermediate-level-aggregations.md)**. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md similarity index 85% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md index 9a970a256b..e7f76ff6b1 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md @@ -6,7 +6,7 @@ legacyId: 116580 # Creating Window Calculations The Dashboard Designer allows you to add a [window calculation](window-calculations-overview.md) for numeric measures. To do this, invoke the [data item menu](../../ui-elements/data-items-pane.md) and select the required calculation type. -![Measure_CalculationMenu](../../../../images/img123408.png) +![Measure_CalculationMenu](../../../images/img123408.png) The image above shows a calculation menu of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. The following items are available. * **Percent of Column Grand Total** - Calculates a contribution of individual measure values to a column grand total. @@ -23,7 +23,7 @@ The image above shows a calculation menu of the [Pivot](../../dashboard-item-set * **Rank along Cells** - Ranks measure values along cells (throughout the entire pivot table). * **Custom...** - Allows you to create a custom calculation by specifying various settings. Clicking this item invokes the **Customize Calculation** dialog that allows you to add additional customizations to calculations. - ![CustomizeCalculationDialog_None](../../../../images/img123637.png) + ![CustomizeCalculationDialog_None](../../../images/img123637.png) To learn more, see descriptions of the available calculations below. @@ -33,22 +33,22 @@ The image above shows a calculation menu of the [Pivot](../../dashboard-item-set ## Running Total The Running Total calculation can be used to compute a cumulative total for the specified measure across a [window](window-definition.md). For example, the Grid below displays cumulative sales across all quarters. -![CreatingCalculations_ExampleRunningTotal](../../../../images/img123465.png) +![CreatingCalculations_ExampleRunningTotal](../../../images/img123465.png) The Customize Calculation dialog provides the following settings for the Running Total calculation. -![CustomizeCalculationDialog_RunningTotal](../../../../images/img123627.png) +![CustomizeCalculationDialog_RunningTotal](../../../images/img123627.png) * **Running along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate running totals. * **Summary function** - Specifies a summary function used to apply calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. ## Moving Calculation The Moving calculation uses neighboring values to calculate a total. For example, the Grid below shows a moving average across all quarters. -![CreatingCalculations_ExampleMovingCalculation](../../../../images/img123466.png) +![CreatingCalculations_ExampleMovingCalculation](../../../images/img123466.png) The Customize Calculation dialog provides the following settings for the Moving calculation. -![CustomizeCalculationDialog_MovingCalculation](../../../../images/img123628.png) +![CustomizeCalculationDialog_MovingCalculation](../../../images/img123628.png) * **Moving along** - Specifies a [window and direction](window-definition.md) used to apply a calculation. * **Summary function** - Specifies a summary function used to apply a calculation. To learn more about the available summary functions, see the **Summary Function Types** in the [summary function](../../data-shaping/summarization.md) topic. * **Start offset** / **End offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. @@ -56,11 +56,11 @@ The Customize Calculation dialog provides the following settings for the Moving ## Difference The Difference calculation can be used to compute the difference between measure values across a [window](window-definition.md). For example, the Grid below shows absolute differences between quarterly sales. -![CreatingCalculations_ExampleDifference](../../../../images/img123467.png) +![CreatingCalculations_ExampleDifference](../../../images/img123467.png) The Customize Calculation dialog provides the following settings for the Difference calculation. -![CustomizeCalculationDialog_Difference](../../../../images/img123629.png) +![CustomizeCalculationDialog_Difference](../../../images/img123629.png) * **Calculate along** - Specifies a [window and direction](window-calculations-overview.md) used to calculate differences. * **Difference from** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. @@ -69,21 +69,21 @@ The Customize Calculation dialog provides the following settings for the Differe ## Percent of Total A calculation is used to compute a percentage of the total for the specified measure across a [window](window-definition.md). For example, the Grid below shows a contribution of individual quarterly sales to total sales. -![CreatingCalculations_ExamplePercentOfTotal](../../../../images/img123468.png) +![CreatingCalculations_ExamplePercentOfTotal](../../../images/img123468.png) The Customize Calculation dialog provides the following settings for the Percent of Total calculation. -![CustomizeCalculationDialog_PercentOfTotal](../../../../images/img123630.png) +![CustomizeCalculationDialog_PercentOfTotal](../../../images/img123630.png) * **Percent of Total** - Specifies a [window and direction](window-calculations-overview.md) used to apply a Percent of Total calculation. ## Rank Use the Rank calculation to compute rankings for the specified measure across a [window](window-definition.md). For example, the Grid below shows a ranking of sales for individual quarters. -![CreatingCalculations_ExampleRank](../../../../images/img123469.png) +![CreatingCalculations_ExampleRank](../../../images/img123469.png) The Customize Calculation dialog provides the following settings for the Rank calculation. -![CustomizeCalculationDialog_Rank](../../../../images/img123631.png) +![CustomizeCalculationDialog_Rank](../../../images/img123631.png) * **Rank along** - Specifies a [window and direction](window-calculations-overview.md) used to rank values. * **Rank type** - Specifies the type of ranking. The following rank types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. * **Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. @@ -91,10 +91,10 @@ The Customize Calculation dialog provides the following settings for the Rank ca ## Expression Use Expression to specify a custom calculation by adding the required [calculation functions](calculation-functions-reference.md) inside the measure expression. -![CustomizeCalculationDialog_Expression](../../../../images/img123632.png) +![CustomizeCalculationDialog_Expression](../../../images/img123632.png) Click the **Edit in Expression Editor** button to invoke the **Expression Editor** and specify the required [expression](../../data-analysis/expression-constants-operators-and-functions.md). -![CustomizeCalculation_ExpressionDialog](../../../../images/img123643.png) +![CustomizeCalculation_ExpressionDialog](../../../images/img123643.png) The Expression type provides the **Calculate along** option that specifies the [window and direction](window-calculations-overview.md) used to calculate differences. Note that this option is in effect if the expression contains a [calculation function](calculation-functions-reference.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md similarity index 84% rename from dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md index 3bc0346b70..450cb78321 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md @@ -6,24 +6,24 @@ legacyId: 116578 # Window Calculations Overview Window calculations provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as to compute running totals, percentages of totals, differences, etc. -![CalculationsOverview_Demo](../../../../images/img123477.png) +![CalculationsOverview_Demo](../../../images/img123477.png) The Dashboard Designer allows you to apply window calculations to values of the specified [measure](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). The following calculation types are supported. * **Running Total** - Allows you to calculate a cumulative total for a set of measure values. - ![RunningTotalOverview](../../../../images/img123490.png) + ![RunningTotalOverview](../../../images/img123490.png) * **Moving Calculation** - Allows you to apply a moving calculation, which uses neighboring values to calculate a total. Note that neighboring values are specified using offsets from the currently processed value. - ![MovingCalculationOverview](../../../../images/img123491.png) + ![MovingCalculationOverview](../../../images/img123491.png) * **Difference** - Allows you to compute differences between measure values. - ![DifferenceCalculationOverview](../../../../images/img123492.png) + ![DifferenceCalculationOverview](../../../images/img123492.png) * **Percent of Total** - Allows you to calculate a contribution of individual measure values to a total. - ![PercentOfTotalOverview](../../../../images/img123493.png) + ![PercentOfTotalOverview](../../../images/img123493.png) * **Rank** - Allows you to rank values of the specified measure. - ![RankOverview](../../../../images/img123494.png) + ![RankOverview](../../../images/img123494.png) Note that the computing of calculations depends on two factors. * The type of the [dashboard item](../../add-dashboard-items.md). diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md new file mode 100644 index 0000000000..289a8cb857 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-analysis/window-calculations/window-definition.md @@ -0,0 +1,34 @@ +--- +title: Window Definition +author: Natalia Kazakova +legacyId: 116579 +--- +# Window Definition +A _window definition_ specifies a window that limits measure values participating in a calculation. To learn more, see [Window Calculations Overview](window-calculations-overview.md). + +## Dashboard Item Window Definition +The following table lists window definitions in terms of the [Pivot](../../dashboard-item-settings/pivot.md) dashboard item. A calculation is performed using the [Index](calculation-functions-reference.md) function along the following _[directions](window-calculations-overview.md)_. + +| Direction | Description | Example | Example Description | +|---|---|---|---| +| Columns | A calculation is performed horizontally through Pivot columns. | ![Pivot_CalculateAlongColumns](../../../images/img123390.png) | In this example, a window is a combination of _Country_/_Category_ dimensions. | +| Rows | A calculation is performed vertically through Pivot rows. | ![Pivot_CalculateAlongRows](../../../images/img123391.png) | In this example, a window is a combination of _Year_/_Quarter_ dimensions. | +| Columns / Rows | A calculation is performed horizontally through Pivot columns, then rows. | ![Pivot_CalculateAlongColumnsRows](../../../images/img123392.png) | In this example, a window is the entire pivot table. | +| Rows / Columns | A calculation is performed vertically through Pivot rows, then columns. | ![Pivot_CalculateAlongRowsColumns](../../../images/img123393.png) | In this example, a window is the entire pivot table. | +| Columns within Groups | A calculation is performed horizontally through Pivot columns within _groups_. | ![Pivot_CalculateAlongColumns_Groups](../../../images/img123394.png) | In this example, a window is a combination of the _Country_/_Category_ and _Year_ dimensions. | +| Rows within Groups | A calculation is performed vertically through Pivot rows within _groups_. | ![Pivot_CalculateAlongRows_Groups](../../../images/img123395.png) | In this example, a window is a combination of the _Year_/_Quarter_ and _Country_ dimensions. | +| Columns / Rows within Groups | A calculation is performed horizontally through Pivot columns then rows within _groups_. | ![Pivot_CalculateAlongColumnsRows_Groups](../../../images/img123396.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | +| Rows / Columns within Groups | A calculation is performed vertically through Pivot rows, then columns within _groups_. | ![Pivot_CalculateAlongRowsColumns_Groups](../../../images/img123397.png) | In this example, a window is a combination of _Country_/_Year_ dimensions. | + +_* Group_ - an area that is limited by a set of values corresponding to the bottommost partitioning dimensions. + +## Specific Window Definition +If necessary, you can manually specify the set of dimensions that fall into the _window_. These dimensions are called _window dimensions_. + +For instance, the [Index](calculation-functions-reference.md) function is applied to measure values of the pivot table below using the _OrderDate (Year)_ and _Country_ window dimensions. + +![Pivot_CalculateAlongSpecificDimensions](../../../images/img123403.png) + +The **Specific Window Definition** dialog allows you to do this. + +![SpecificWindowDefinitionDialog](../../../images/img123402.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md new file mode 100644 index 0000000000..314be21c27 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping.md @@ -0,0 +1,21 @@ +--- +title: Data Shaping +author: Natalia Kazakova +legacyId: 16528 +--- +# Data Shaping +This section describes how to perform various data shaping operations (such as grouping, sorting and filtering) in the **Dashboard Designer**. + +The section contains the following topics. + +![DataRepresentation_Summ](../images/img11185.png) [Summarization](data-shaping/summarization.md) + +![DataRepresentation_Group](../images/img11184.png) [Grouping](data-shaping/grouping.md) + +![DataRepresentation_Sort](../images/img11187.png) [Sorting](data-shaping/sorting.md) + +![DataRepresentation_Filter](../images/img11183.png) [Filtering](data-shaping/filtering.md) + +![DataRepresentation_TopN](../images/img11305.png) [Top N](data-shaping/top-n.md) + +![DataRepresentation_Format](../images/img11186.png) [Formatting Data](data-shaping/formatting-data.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md new file mode 100644 index 0000000000..9feed67b73 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/filtering.md @@ -0,0 +1,91 @@ +--- +title: Filtering +author: Natalia Kazakova +legacyId: 16532 +--- +# Filtering +The Dashboard Designer allows you to filter data in the dashboard items or apply filters to a specific measure. [Dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) are used to build filter criteria. + +## Dashboard Item Filter + +Filters that apply to a [dashboard item](../dashboard-item-settings.md) affect only this item. To add filters, select the target dashboard item and do one of the following: + +* Click the **Edit Filter** button in the Ribbon menu's **Data** tab. + + ![DataShaping_Filtering_EditFilterButton](../../images/datashaping_filtering_editfilterbutton19368.png) +* Right-click a dashboard item and select **Edit Filter** from its context menu. + + ![DataShaping_Filtering_EditFilterMenuItem](../../images/datashaping_filtering_editfiltermenuitem19369.png) + +This invokes the [Filter Editor](../ui-elements/filter-editor/filter-data-via-the-filter-editor.md) dialog that allows you to build complex filter criteria: + --> + +![DataShaping_Filtering_FilterEditor](../../images/datashaping_filtering_filtereditor19370.png) + +> [!Tip] +> **Documentation**: [Filter Editor](../ui-elements/filter-editor/filter-data-via-the-filter-editor.md) + +To clear the applied filter, select **Clear** from the dashboard item's context menu or click the **Clear** button in the **Data** Ribbon tab. + +## Measure Filter + +You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. + +Select a dashboard item and right-click a measure to be filtered. Select **Edit Filter** from its context menu. + +![win-filter-to-measure-menu](../../images/win-filter-to-measure-menu.png) + +This invokes the **Filter Editor** dialog where you can specify filter criteria: + +![win-filter-editor-for-measure](../../images/win-filter-editor-for-measure.png) + +The filtered measure has the _Filter_ icon: + +![win-filtered-measure-icon](../../images/win-filtered-measure-icon.png) + +To clear the applied filter, select **Clear** from the measure's context menu. + +> [!Note] +> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). + +The image below shows a Chart with three measures: + +- _2019 - Opened_ is filtered by year 2019. +- _2020 - Opened_ is filtered by year 2020. +- _Opened_ is the original measure without filters. + +![win-filter-to-measure-year](../../images/win-filter-to-measure-year.png) + +## Visible Data Filter + +You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + + +Click the **Set Visible Data Filter** button in the Ribbon menu's **Data** tab to invoke the Visible Data Filter Editor, where you can set a filter condition: + +![win-filter-visible-data-filter-ribbon-button](../../images/win-filter-visible-data-filter-ribbon-button.png) + +For example, a Grid dashboard item has 35 rows and displays sales percentages. + +![win-filter-visible-data-filter-original-grid](../../images/win-filter-visible-data-filter-original-grid.png) + +The image below shows the difference between filters (the filter condition is the same): + +- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. +- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. + +![win-filter-visible-data-filter-grids](../../images/win-filter-visible-data-filter-grids.png) + +## Pass Parameter Values +You can use the Filter Editor to filter a dashboard item according to the current parameter value. See the following topic for details: [Pass Parameter Values](../data-analysis/using-dashboard-parameters/passing-parameter-values.md). + +## OLAP Filtering Specifics +You cannot filter data by building complex filter criteria in [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode. Instead, select the values you wish to include in or exclude from the dashboard to filter dimension attributes and hierarchies. + +For dimension attributes, the Filter Editor contains a list of all values. You can select the values that you wish to display. + +![ProvidingData_OLAP_Filter_Standard](../../images/img19755.png) + +For hierarchies, a tree is displayed instead, allowing you to filter individual values at any hierarchy level. + +![ProvidingData_OLAP_Filter_Hierarchical](../../images/img19754.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md new file mode 100644 index 0000000000..a5c4eff3c5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/formatting-data.md @@ -0,0 +1,149 @@ +--- +title: Formatting Data +author: Natalia Kazakova +legacyId: 16534 +--- +# Formatting Data +Dashboard allows you to customize various data format settings for numeric and date-time values. +* [Formatting Numeric Values](#formatting-numeric-values) +* [Formatting Date-Time Values](#formatting-date-time-values) +* [Currency Formatting Specifics](#currency-formatting-specifics) + +## Formatting Numeric Values +To specify a format for numeric values, select **Format** from the data item menu. + +![Formatting_Numeric_MenuItem](../../images/img19376.png) + +This invokes the **Numeric Format** window. + +![Formatting_Numeric_Dialog](../../images/img19375.png) + +In the **Format type** field, select the required format type. + +| Format Type | Description | +|---|---| +| **Auto** | Format settings are automatically determined based on the data type. | +| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | +| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | +| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | +| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | +| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | + +Other format settings are in effect for only specific format types. + +| Setting | Description | Format Types | +|---|---|---| +| **Unit** | The unit to which values should be converted. | Number, Currency | +| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | +| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency-formatting-specifics) section of this document. | Currency | +| **Currency culture** | For currencies used in a region with several cultures, specifies the culture that defines format settings. | Currency | +| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | + +## Formatting Date-Time Values +To specify a format for date-time values, use the **Format** submenu in the data item menu. + +![Formatting_DateTime_ContextMenu](../../images/img19382.png) + +This submenu lists the available format types that depend on the selected group interval (for details on group intervals, see [Grouping](grouping.md)). + +> [!NOTE] +> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** submenu is not displayed for such group intervals. + +The following list shows format types by group interval. +* Year + * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). + * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Month + * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). + * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). + * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). +* Hour + * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). + * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). +* Day of Week + * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). + * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). + * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Day-Month-Year + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Date-Hour + * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Date-Hour-Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Date-Hour-Minute-Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +The list below illustrates format types related to the **Exact Date** group interval. +* Year + * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). +* Month + * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). +* Day + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Hour + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +## Currency Formatting Specifics +The Dashboard allows you to specify a currency format at two levels: for the entire dashboard and for individual data items. +1. **Data Item Currency** + + To specify which currency to use for a particular data item, select **Format** from the data item menu. + + ![Formatting_Numeric_MenuItem](../../images/img19376.png) + + In the **Numeric Format** dialog, select _Currency_ in the **Format type** field and use the **Currency** combo box to select the required currency. + + ![Formatting_Numeric_Dialog_Currency](../../images/img19380.png) + + > [!NOTE] + > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. + + For regions with several cultures, you can also select the culture that will be used to format currency values. + + ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) + + You can also apply the default dashboard currency by selecting _Use dashboard settings_ in the **Currency** field. +2. **Dashboard Currency** + + You can also specify the default currency for the dashboard. This setting will be applied to dashboard items that have no currency defined. + + To set the dashboard currency, click the **Currency** button in the Ribbon. + + ![Formatting_Numeric_Currency_RibbonButton](../../images/img19379.png) + + This invokes the **Dashboard Currency** window. In this window, select the required currency using the **Currency** combo box. + + ![Formatting_Numeric_Currency_DashboardCurrencyDialog_Currency](../../images/img19378.png) + + > [!NOTE] + > This option only affects the way values are displayed. The Dashboard **does not** convert monetary amounts from one currency to another. + + For regions with several cultures, you can also select the culture that will be used to format currency values. + + ![Formatting_Numeric_Dialog_CurrencyCulture](../../images/img19381.png) + + Additionally, you can specify the client culture that should be used for the dashboard by selecting the _Use client system settings_ item. In this instance, the current system culture will be used in WinForms applications, and the client culture will be used in Web applications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md new file mode 100644 index 0000000000..20037eb8f4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/grouping.md @@ -0,0 +1,54 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 16530 +--- +# Grouping +The **Dashboard Designer** allows you to group dimension values and display summaries for entire groups rather than individual values. + +You can arrange dimension values in groups of different sizes by specifying the appropriate **group interval**. For instance, date-time values can be grouped by years, months, quarters, etc. + +This topic lists the supported text and date-time group intervals, and describes how to change the group interval. + +The following sections are available. +* [Text Group Intervals](#textgroupintervals) +* [Date-Time Group Intervals](#datetimegroupintervals) +* [Changing Group Interval](#changegroupinterval) + +## Text Group Intervals +String values support the following grouping intervals. +* **No Grouping** - each value is displayed "as is". +* **Alphabetical** - values are grouped alphabetically (e.g., A, B, C, ... Z). + +## Date-Time Group Intervals +Date-time values support the following group intervals. + +> [!NOTE] +> Examples in the table below are formatted using the default settings. To learn how to customize format settings, see [Formatting Data](formatting-data.md). + +| Group interval | Description | Examples | +|---|---|---| +| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | +| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | +| **Month** | Values are grouped by the month. | January, February, March, ... December | +| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | +| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | +| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | +| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | +| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | +| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | +| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | +| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | +| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | +| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | +| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | +| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | +| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | +| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | +| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | +| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | + +## Changing Group Interval +To specify the group interval in the Designer, invoke the data item menu and select the desired group interval. Less common group intervals are organized in the **More** submenus. + +![DataShaping_GroupInterval_DateTime_Menu](../../images/img19330.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md new file mode 100644 index 0000000000..8ac4c607f1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/sorting.md @@ -0,0 +1,39 @@ +--- +title: Sorting +author: Natalia Kazakova +legacyId: 16531 +--- +# Sorting +The Dashboard Designer allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by parameter values. +* [Changing Sort Order](#changing-sort-order) +* [Sorting by Measure Values](#sorting-by-measure-values) +* [OLAP Sorting Specifics](#olap-sorting-specifics) + +## Changing Sort Order +The sort order of dimension values is indicated with an arrow. + +![DataShaping_Sorting_Arrow](../../images/img19365.png) + +To change the sort order in the Designer, click the data item. You can also toggle sorting from the data item menu. + +![DataShaping_Sorting_ContextMenu](../../images/img19366.png) + +## Sorting by Measure Values +Dashboard allows you to sort dimension values by summary values calculated for a specific measure. + +To enable sorting by measure in the Designer, use the **Sort by** submenu in the dimension's menu. + +![DataShaping_Sorting_SortByMeasure](../../images/img19367.png) + +You can also sort dimension values by the values of [hidden measures](../bind-dashboard-items-to-data/hidden-data-items.md). + +## OLAP Sorting Specifics +In [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) mode, you can use the following options to specify the sort order for attribute members. + +![DimensionAttribute_Sorting](../../images/img118928.png) +* **No Sorting** - Specifies the default server sorting for the current attribute. +* **Sort by** - Allows you to choose the OLAP member property by whose values sorting is performed: + * **(Value)** - sorting is performed by member values; + * **(Display Text)** - soring is performed by captions associated with members; + * **(Key)** - sorting is performed by member keys; + * **(ID)** - sorting is performed by member IDs. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md new file mode 100644 index 0000000000..a8a71ff08b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/summarization.md @@ -0,0 +1,50 @@ +--- +title: Summarization +author: Natalia Kazakova +legacyId: 16529 +--- +# Summarization +To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. + +![Charts_DataBinding_Values](../../images/img18722.png) + +This topic describes how to specify which summary function should be calculated against a particular measure. + +The following sections are available. +* [Summary Function Types](#summaryfunctiontypes) +* [Changing Summary Type](#changingsummarytype) + +## Summary Function Types +The following summary functions are available. +* **Count** - The number of values (excluding **Null** and **DBNull** values). + + This is the only summary type that can be calculated against non-numeric data. +* **Count Distinct** - The number of distinct values. +* **Sum** - The sum of the values. + + ![func_sum](../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../images/img4457.png) +* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. + + ![func_stddev](../../images/img4458.png) +* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. + + ![func_stddevp](../../images/img4459.png) +* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. + + ![func_var](../../images/img4461.png) +* **VarP** - The variance of a population, where the population is the entire data to be summarized. + + ![func_varp](../../images/img4462.png) +* **Median** - The _median_ of the values (excluding **Null** and **DBNull** values). A _median_ is the number separating the higher half of a value range from the lower half. + +## Changing Summary Type +By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. + +You can change the summary function type for numeric measures. To do this in the Designer, invoke the data item menu and select the desired summary type. Less common summary types are organized in the **More** submenu. + +![DataShaping_SummaryTypeMenu](../../images/img19326.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md new file mode 100644 index 0000000000..f27490e69b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/data-shaping/top-n.md @@ -0,0 +1,26 @@ +--- +title: Top N +author: Natalia Kazakova +legacyId: 16533 +--- +# Top N +The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. + +To display the top values in a dimension, select **Top N** from the data item menu. + +![DataShaping_TopN_MenuItem](../../images/img19373.png) + +This invokes the **Top N Values** dialog. + +![DataShaping_TopN_Dialog](../../images/img19374.png) + +In this dialog, check the **Enabled** check box and specify the following settings. + +| Setting | Description | +|---|---| +| **Mode** | Specifies whether top or bottom values should be displayed. | +| **Count** | The number of values to be displayed. | +| **Measure** | The parameter that will determine the top or bottom value. | +| **Show "Others" value** | If enabled, all values that are not the top/bottom values are consolidated in the "Others" value. | + +You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter that will determine the top or bottom value. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md new file mode 100644 index 0000000000..e51dcd8482 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/drill-down.md @@ -0,0 +1,39 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16537 +--- +# Drill-Down +Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. The Drill-Down feature enables users to drill down to display detail data, or drill up to view more general information. + +![Anim_Cards_DrillDown](../../images/img19995.gif) +* [Enable Drill-Down](#enable-drill-down) +* [Perform Drill-Down](#perform-drill-down) + +## Enable Drill-Down +Drill-down requires that the [data section](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) contains several dimensions... + +![DrillDown_DataItems_SeveralDimensions](../../images/img22541.png) + +... or a hierarchy data item (in [OLAP mode](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md)). + +![DrillDown_DataItems_Hierarchy](../../images/img22542.png) + +To enable drill-down, click the **Drill-Down** button in the **Data** Ribbon tab (or the ![DataShaping_Interactivity_DrillDown_Toolbar](../../images/img19513.png) button if you are using the toolbar menu). + +![Chart_Interactivity_DrillDown_Ribbon](../../images/img21872.png) + +> [!NOTE] +> If the selected dashboard item contains several types of elements that can be used for drill-down, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., **Arguments** and **Series** buttons in a Chart). For details, refer to the documentation for the individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) topic. + +The following dashboard items support the Drill-Down feature. +* [Chart](../dashboard-item-settings/chart.md) +* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) +* [Grid](../dashboard-item-settings/grid.md) +* [Pies](../dashboard-item-settings/pies.md) +* [Cards](../dashboard-item-settings/cards.md) +* [Gauges](../dashboard-item-settings/gauges.md) +* [Treemap](../dashboard-item-settings/treemap.md) + +## Perform Drill-Down +To learn how you can drill down using a particular [dashboard item](../dashboard-item-settings.md), refer to the **Drill-Down** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md new file mode 100644 index 0000000000..23f8f29df9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/master-filtering.md @@ -0,0 +1,76 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16536 +--- +# Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). You can select elements in a **Master Filter** item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. + +![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) +* [Master Filtering Overview](#master-filtering-overview) +* [Master Filter Settings](#master-filter-settings) +* [Apply Filtering](#apply-filtering) + +## Master Filtering Overview +Dashboard items can be divided into four groups by their master filtering capabilities. +1. **Data visualization dashboard items** allow you to enable master filtering by specifying the selection mode. The following dashboard items allow you to manage their master filtering mode. + * [Chart](../dashboard-item-settings/chart.md) + * [Scatter Chart](../dashboard-item-settings/scatter-chart.md) + * [Grid](../dashboard-item-settings/grid.md) + * [Pies](../dashboard-item-settings/pies.md) + * [Cards](../dashboard-item-settings/cards.md) + * [Gauges](../dashboard-item-settings/gauges.md) + * [Choropleth Map](../dashboard-item-settings/choropleth-map.md) + * [Geo Point Maps](../dashboard-item-settings/geo-point-maps.md) + * [Treemap](../dashboard-item-settings/treemap.md) + + To learn how to manage master filtering for these items, see [Master Filter Settings](#master-filter-settings). +2. **Filter elements** represent a special type of dashboard item whose main purpose is to apply filtering to other dashboard items. This capability is always enabled for these dashboard items. + + The following filter elements are available. + * Combo Box + * List Box + * Tree View + + Instead of switching between standard master filtering modes, some filter elements allow you to switch their type. This allows you to select a single value or multiple values. + + To learn more, see the [Filter Elements](../dashboard-item-settings/filter-elements.md) section. +3. **Range Filter** is a special type of dashboard item that displays a chart with selection thumbs and allows you to filter out values displayed along the argument axis. + + To learn more, see the [Range Filter](../dashboard-item-settings/range-filter.md) section. +4. **Dashboard item group** allows you to manage interaction between dashboard items in and out of the group. + + To learn more about the interactivity capabilities of the dashboard item group, see the **Interactivity** paragraph in the [Dashboard Item Group](../dashboard-item-settings/dashboard-item-group.md) topic. + +## Master Filter Settings +### Master Filtering Modes + +The Master Filter item supports two selection modes. +* _Multiple_ - Allows you to select multiple elements in the Master Filter item. +* _Single_ - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To enable/disable master filtering, use the **Multiple Master Filter** or **Single Master Filter** buttons in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MultipleMasterFilter_Ribbon](../../images/img21845.png) + +> [!NOTE] +> If the selected dashboard item contains several types of elements that can be used for filtering, the Ribbon or Toolbar will provide the appropriate buttons to switch between these types (e.g., the **Arguments** and **Series** buttons in the Chart). For details, refer to the documentation for individual dashboard items in the [Dashboard Item Settings](../dashboard-item-settings.md) section. + +### Filtering Across Data Sources + +When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. + +Fields are matched by their full names. For fields in other data sources to be affected by Master Filtering, their names must match the name of the field in the current data source, and they must belong to the same hierarchy level so that their full names also match. For instance, _Customer.City_ and _Customer.Address.City_ will not be treated as matching fields. + +To enable filtering across data sources, use the **Cross-Data-Source Filtering** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_CrossDataSource_Ribbon](../../images/img19416.png) + +### Preventing Items from Being Filtered + +You can prevent specific dashboard items from being affected by Master Filters. To do this, use the **Ignore Master Filters** button in the **Data** Ribbon tab. + +![DataShaping_Interactivity_MasterFilter_Ignore_Ribbon](../../images/img19417.png) + +## Apply Filtering +To learn how to apply filtering in a specific [dashboard item](../dashboard-item-settings.md), refer to the **Master Filtering** topic in the **Interactivity** section for this item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md new file mode 100644 index 0000000000..f8d292801a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/interactivity/neutral-filter-mode.md @@ -0,0 +1,29 @@ +--- +title: Neutral Filter Mode +author: Natalia Kazakova +legacyId: 400262 +--- + +# Neutral Filter Mode + +The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +The dashboard in the image below illustrates how the filter elements are initialized in **standard filter mode**. + +![](../../images/win-neutral-filter-mode-off.png) + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../images/win-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. + + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../images/win-neutral-filter-mode-clear-master-filter.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md new file mode 100644 index 0000000000..8854b5457d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/printing-and-exporting.md @@ -0,0 +1,78 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 16520 +--- +# Printing and Exporting +The Dashboard Designer provides the capability to print or export an entire dashboard and individual items. +* [Printing and Exporting Dashboards](#printing-dashboards) +* [Printing and Exporting Dashboard Items](#printing-dashboard-items) + +## Printing and Exporting Dashboards +To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](dashboard-layout/dashboard-title.md) area and choose the required action. + +![WinViewer_Printing](../images/img22453.png) + +### [Print Preview...](ui-elements/print-preview.md) + +Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available. + +![ExportToPDFDialog_Win](../images/img22909.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. + +![ExportToImageDialog_Win](../images/img22910.png) +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcelDialog_Win](../images/img128217.png) +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Printing and Exporting Dashboard Items +To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](dashboard-layout/dashboard-item-caption.md) and choose the required action. + +![Printing_PrintElementWIn](../images/img19611.png) +* **[Print Preview...](ui-elements/print-preview.md)** - Allows you to customize the document before printing/exporting. +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard item](../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md new file mode 100644 index 0000000000..567aceec52 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-XPO-data-sources.md @@ -0,0 +1,20 @@ +--- +title: Binding to XPO Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to XPO Data Sources + +To connect to the XPO data source, perform the following steps. + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) + +2. On the first page of the invoked **Data Source Wizard** dialog, select **eXpress Persistent Objects (XPO)** and click Next. + + ![chose-xpo-data-source](../../images/xpo-selection.png) + +3. Choose the available entity type. + + ![specify-xpo-data-source](../../images/xpo-selection-2.png) + diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-csv-files.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md similarity index 86% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-csv-files.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md index 3aa65baf36..e51f9239ae 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-csv-files.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-csv-files.md @@ -1,40 +1,40 @@ ---- -title: Binding to CSV Files -author: Natalia Kazakova -legacyId: 115241 ---- -# Binding to CSV Files -The Dashboard Designer allows you to select data from CSV files. - -To bind a dashboard to a CSV file, do the following. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select the **Microsoft Excel workbook / CSV file** and click **Next**. - - ![DataSourceWizard_DataSourceType_Excel](../../../images/img120681.png) -3. On the next page, locate the required CSV file by clicking the ellipsis button and selecting the file. - - ![DataSourceWizard_SelectCsvFile](../../../images/img120075.png) - - Click **Next**. -4. Then, specify import settings used to extract data from the CSV file. - - ![DataSourceWizard_SpecifyImportSettingsCsv](../../../images/img120076.png) - - The following options can be specified. - * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. - * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. - * **Trim Blanks** - Specifies whether to remove all leading and trailing white-space characters from each value in the CSV document. - * **Encoding** - Specifies the character encoding of the CSV document. You can use the **Detect automatically** option to specify whether character encoding is automatically determined. - * **Newline type** - Specifies the character used to identify a new line in a CSV document. You can use the **Detect automatically** option to specify whether the character used to identify a new line is automatically determined. - * **Value separator** - Specifies a character used to separate values in a CSV document. You can use the **Detect automatically** option to specify whether the character used to separate values in a CSV document is determined automatically. - * **Culture** - Specifies the culture information used to parse the data being imported. - * **Text Qualifier** - Specifies the character that encloses values in the CSV document. - - Click **Next**. -5. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. - - ![DataSourceWizard_SpecifyColumnSettings](../../../images/img120061.png) - +--- +title: Binding to CSV Files +author: Natalia Kazakova +legacyId: 115241 +--- +# Binding to CSV Files +The Dashboard Designer allows you to select data from CSV files. + +To bind a dashboard to a CSV file, do the following. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select the **Microsoft Excel workbook / CSV file** and click **Next**. + + ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) +3. On the next page, locate the required CSV file by clicking the ellipsis button and selecting the file. + + ![DataSourceWizard_SelectCsvFile](../../images/img120075.png) + + Click **Next**. +4. Then, specify import settings used to extract data from the CSV file. + + ![DataSourceWizard_SpecifyImportSettingsCsv](../../images/img120076.png) + + The following options can be specified. + * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. + * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. + * **Trim Blanks** - Specifies whether to remove all leading and trailing white-space characters from each value in the CSV document. + * **Encoding** - Specifies the character encoding of the CSV document. You can use the **Detect automatically** option to specify whether character encoding is automatically determined. + * **Newline type** - Specifies the character used to identify a new line in a CSV document. You can use the **Detect automatically** option to specify whether the character used to identify a new line is automatically determined. + * **Value separator** - Specifies a character used to separate values in a CSV document. You can use the **Detect automatically** option to specify whether the character used to separate values in a CSV document is determined automatically. + * **Culture** - Specifies the culture information used to parse the data being imported. + * **Text Qualifier** - Specifies the character that encloses values in the CSV document. + + Click **Next**. +5. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. + + ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) + Click **Finish** to create a data source. This creates the data source and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md similarity index 79% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md index 39769f8f8b..b8e5ade0e9 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-extract-data-sources.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-extract-data-sources.md @@ -1,42 +1,43 @@ ---- -title: Binding to Extract Data Sources -author: Natalia Kazakova -legacyId: 116601 ---- -# Binding to Extract Data Sources -The Dashboard Designer allows you to create a _data extract_ that is a compressed snapshot of data obtained from the existing data source. This data is saved to a local file and can be updated from the original data source at any time. - -> [!NOTE] -> Note that data extracts cannot be created for the [OLAP data sources](connecting-to-olap-cubes.md). - -To create a new data extract from the existing data source, perform the following steps. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![NewDataSourceButtonRibbon(Extract)](../../../images/img123128.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Data extract** and click **Next**. - - ![DataSourceWizard_Extract](../../../images/img123129.png) -3. On the next page, select whether to create a new data extract or establish a connection to an existing one. - - ![DataSourceWizard_Extract_NewOrExisting](../../../images/img123130.png) - * To create a new data extract, select **Create a new data extract from the existing data source** and specify the required **Data Source** and **Data Member**. Click **Next**. - * To establish a connection to an existing data extract, select **Load an existing data extract from a file** and locate the required _*.dat_ file. Click **Finish**. -4. **(Conditional)** The next page only appears if you are creating the data extract based on the Entity Framework or Object data sources, and allows you to select the required fields. - - ![DataSourceWizard_Extract_SelectFields](../../../images/img123955.png) -5. On the next page, you can specify the filter used to extract data. To learn how to specify the filter criteria, see [Filter Data via the Filter Editor](~/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md). - - ![DataSourceWizard_Extract_FilterData](../../../images/img123131.png) - - You can also limit the number of extracted rows by enabling the **Limit rows to extract** option and specifying the required number of rows. Click **Next**. - - > [!NOTE] - > Use the **Preview** button to see the data that will be placed into the resulting data extract. -6. **(Conditional)** The next page only appears if the original data source contains [parameters](../data-analysis/using-dashboard-parameters.md) (for instance, the [SQL query is filtered](../work-with-data/filter-queries.md) using a dashboard parameter). - - ![DataSourceWizard_Extract_SpecifyParameterValues](../../../images/img124257.png) -7. On the final page, specify a path to the file that will contain the resulting data extract. - - ![DataSourceWizard_Extract_Finish](../../../images/img123132.png) - +--- +title: Binding to Extract Data Sources +author: Natalia Kazakova +legacyId: 116601 +--- +# Binding to Extract Data Sources +The Dashboard Designer allows you to create a _data extract_ that is a compressed snapshot of data obtained from the existing data source. This data is saved to a local file and can be updated from the original data source at any time. + +> [!NOTE] +> Note that data extracts cannot be created for the [OLAP data sources](connecting-to-olap-cubes.md). + +To create a new data extract from the existing data source, perform the following steps. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![NewDataSourceButtonRibbon(Extract)](../../images/img123128.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Data extract** and click **Next**. + + ![DataSourceWizard_Extract](../../images/img123129.png) +3. On the next page, select whether to create a new data extract or establish a connection to an existing one. + + ![DataSourceWizard_Extract_NewOrExisting](../../images/img123130.png) + * To create a new data extract, select **Create a new data extract from the existing data source** and specify the required **Data Source** and **Data Member**. Click **Next**. + * To establish a connection to an existing data extract, select **Load an existing data extract from a file** and locate the required _*.dat_ file. Click **Finish**. +4. **(Conditional)** The next page only appears if you are creating the data extract based on the Entity Framework or Object data sources, and allows you to select the required fields. + + ![DataSourceWizard_Extract_SelectFields](../../images/img123955.png) +5. On the next page, you can specify the filter used to extract data. To learn how to specify the filter criteria, see [Filter Data via the Filter Editor](../ui-elements/filter-editor/filter-data-via-the-filter-editor.md). + + + ![DataSourceWizard_Extract_FilterData](../../images/img123131.png) + + You can also limit the number of extracted rows by enabling the **Limit rows to extract** option and specifying the required number of rows. Click **Next**. + + > [!NOTE] + > Use the **Preview** button to see the data that will be placed into the resulting data extract. +6. **(Conditional)** The next page only appears if the original data source contains [parameters](../data-analysis/using-dashboard-parameters.md) (for instance, the [SQL query is filtered](../work-with-data/filter-queries.md) using a dashboard parameter). + + ![DataSourceWizard_Extract_SpecifyParameterValues](../../images/img124257.png) +7. On the final page, specify a path to the file that will contain the resulting data extract. + + ![DataSourceWizard_Extract_Finish](../../images/img123132.png) + Click **Finish**. This creates the data extract and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). You can use this data extract as a regular data source. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-federated-data-source.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md similarity index 80% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-federated-data-source.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md index b95df9dd0a..e403071cf3 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-federated-data-source.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-federated-data-source.md @@ -1,81 +1,81 @@ ---- -title: Binding to Federated Data Source -author: Margarita Zakhodyaeva ---- - -# Binding to Federated Data Source - -You can create a federated data source if a dashboard contains at least one data source. Create a federated query where you specify how to federate existing data sources. - -You can create federated queries of the following types: - -- **Join** - - Combines rows from two or more tables based on a clause. - -- **Union and Union All** - - The **Union** query combines rows from two or more tables into one data set and removes duplicate rows in merged tables. The **UnionAll** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). -- **Transformation** - - If a data source contains a complex column (an object), you can transform its properties to display columns separately in a flattened view. - -## Create a Federated Data Source with the Data Source Wizard - -Follow the steps below to create a federated data source with the Data Source Wizard: -### Create a New Federated Data Source - -Click the **New Data Source** button in the **Data Source** ribbon tab. - -![Choose_new_data_source](../../../images/choose-new-data-source.png) - -On the first page of the invoked **Data Source Wizard** dialog, select **Data Federation** and click **Next**. - -![Choose_federated_data_source](../../../images/choose-federated-data-source.png) -### Select the Query Type - -The [Query Builder](../../dashboard-designer/work-with-data/using-the-query-builder.md) displays the available data sources you can use to create queries. - - ![Query_Builder_available_sources](../../../images/query-builder-available-sources.png) - - **Join** - - Drag the data sources you want to join to the diagram pane, specify the related column to create the relationship between tables, and select the columns you want to include in the query. Use _* (All Columns)_ to get a complete list of columns from a table. Columns included in the query are displayed in the bottom pane where you can configure their settings. - - ![Data-Federation-Query-Builder](../../../images/data-federation-querybuilder.png) - - **Union** - - Double-click the data sources you want to combine. Unlike Join queries, you cannot select individual columns. Columns included in the query are displayed in the bottom pane where you can specify their aliases. - - ![Query-builder-union](../../../images/data-federation-querybuilder-union.png) - - **Union All** - - Double-click the data sources you want to combine. A **UnionAll** query duplicates rows from different tables even if they contain the same data. Columns included in the query are displayed in the bottom pane where you can specify their aliases. - - ![Query-builder-union-all](../../../images/data-federation-querybuilder-union-all.png) - - **Transformation** - - Select a data source/query that contains columns you want to transform. Select the **Transform** checkbox next to the column you want to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. - - ![Query-builder-transformation](../../../images/data-federation-querybuilder-transformation.png) - -Click **OK** to create a query. - -### Copy Calculated Fields -The Data Source Wizard invokes the following page if one of the selected data sources contains calculated fields. Drag or double-click the calculated field you want to copy to the resulting federated data source. You can specify the name of the copied calculated field in the left Grid. - -![Copy-calculated-fields](../../../images/data-federation-data-source-browser-copy-calculated-fields.png) - - -### See the Result - -The [Data Source Browser](../ui-elements/data-source-browser.md) displays the newly created Federated Data Source. - -The image below displays a new _Federation Data Source 1_ with a joined _SQlite_ Orders query. - -![Federated_data_source_configuration](../../../images/data-source-browser-federated-data-source.png) - -The query name is the same as the root table's name in the query builder. Click the **Rename** button in the **Query** group on the **Data Source** ribbon tab to change the query name. +--- +title: Binding to Federated Data Source +author: Margarita Zakhodyaeva +--- + +# Binding to Federated Data Source + +You can create a federated data source if a dashboard contains at least one data source. Create a federated query where you specify how to federate existing data sources. + +You can create federated queries of the following types: + +- **Join** + + Combines rows from two or more tables based on a clause. + +- **Union and Union All** + + The **Union** query combines rows from two or more tables into one data set and removes duplicate rows in merged tables. The **UnionAll** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). +- **Transformation** + + If a data source contains a complex column (an object), you can transform its properties to display columns separately in a flattened view. + +## Create a Federated Data Source with the Data Source Wizard + +Follow the steps below to create a federated data source with the Data Source Wizard: +### Create a New Federated Data Source + +Click the **New Data Source** button in the **Data Source** ribbon tab. + +![Choose_new_data_source](../../images/choose-new-data-source.png) + +On the first page of the invoked **Data Source Wizard** dialog, select **Data Federation** and click **Next**. + +![Choose_federated_data_source](../../images/choose-federated-data-source.png) +### Select the Query Type + +The [Query Builder](../../dashboard-designer/work-with-data/using-the-query-builder.md) displays the available data sources you can use to create queries. + + ![Query_Builder_available_sources](../../images/query-builder-available-sources.png) + + **Join** + + Drag the data sources you want to join to the diagram pane, specify the related column to create the relationship between tables, and select the columns you want to include in the query. Use _* (All Columns)_ to get a complete list of columns from a table. Columns included in the query are displayed in the bottom pane where you can configure their settings. + + ![Data-Federation-Query-Builder](../../images/data-federation-querybuilder.png) + + **Union** + + Double-click the data sources you want to combine. Unlike Join queries, you cannot select individual columns. Columns included in the query are displayed in the bottom pane where you can specify their aliases. + + ![Query-builder-union](../../images/data-federation-querybuilder-union.png) + + **Union All** + + Double-click the data sources you want to combine. A **UnionAll** query duplicates rows from different tables even if they contain the same data. Columns included in the query are displayed in the bottom pane where you can specify their aliases. + + ![Query-builder-union-all](../../images/data-federation-querybuilder-union-all.png) + + **Transformation** + + Select a data source/query that contains columns you want to transform. Select the **Transform** checkbox next to the column you want to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. + + ![Query-builder-transformation](../../images/data-federation-querybuilder-transformation.png) + +Click **OK** to create a query. + +### Copy Calculated Fields +The Data Source Wizard invokes the following page if one of the selected data sources contains calculated fields. Drag or double-click the calculated field you want to copy to the resulting federated data source. You can specify the name of the copied calculated field in the left Grid. + +![Copy-calculated-fields](../../images/data-federation-data-source-browser-copy-calculated-fields.png) + + +### See the Result + +The [Data Source Browser](../ui-elements/data-source-browser.md) displays the newly created Federated Data Source. + +The image below displays a new _Federation Data Source 1_ with a joined _SQlite_ Orders query. + +![Federated_data_source_configuration](../../images/data-source-browser-federated-data-source.png) + +The query name is the same as the root table's name in the query builder. Click the **Rename** button in the **Query** group on the **Data Source** ribbon tab to change the query name. diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-json-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md similarity index 78% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-json-data-sources.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md index b890496133..4f88c76e19 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-json-data-sources.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-json-data-sources.md @@ -1,86 +1,86 @@ ---- -title: Binding to JSON Data Sources -author: Margarita Zakhodyaeva ---- -# Binding to JSON Data Sources - -The Dashboard Designer allows you to connect to the JSON data source that retrieves data from a Web-service endpoint, text file or a string in JSON format. - -## Create a New Data Connection - -Follow the steps below to connect to the JSON data source: - -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![new-data-source](../../../images/new-data-source.png) - -2. On the first page of the invoked **Data Source Wizard** dialog, select **JSON data** and click **Next**. - - ![choose-data-source](../../../images/choose-data-source-2.png) - -## Configure a New Data Connection - -3. On the next page, configure a new data connection. - - ![specify-data-source](../../../images/specify3.png) - - ### JSON String - - Specify a string that contains JSON data. - - ![json_string](../../../images/json_string.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - - ### JSON File - - Specify the JSON data location to load content from the selected JSON file. - - ![json_file_location](../../../images/json_file_location.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - - ### Web Service Endpoint (URI) - - Specify a URL to a file in JSON format and the Web Service Endpoint's request parameters (username and password, HTTP headers, query parameters or URI path parameters). - - - A **path parameter** appends a path element to a JSON endpoint's Uri. - - A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. - - A **header** is a custom HTTP header in JSON endpoint requests. - - You can use expressions and dashboard parameters to set path parameters, query parameter values and headers. Click the "+" icon to create a new parameter, enable the new parameter's **Expression** property and select **Expression Editor** from the **Value** property's drop-down list. - - ![specify-data-source](../../../images/specify4.png) - - Specify the expression in the invoked **Expression Editor** and click **OK**. - - ![](../../../images/winforms-dashboard-wizard-expression-editor.png) - - An expression can include [dashboard parameters](../data-analysis/using-dashboard-parameters.md). - - > [!Tip] - > Refer to the following help topic for details on how to create a dashboard parameter: [Create Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). - - Select **Add Dashboard Parameter** from the **Value** property's drop-down list, configure the dashboard parameter in the invoked **Dashboard Parameter** dialog, and click **OK**. - - ![](../../../images/winforms-dashboard-wizard-dashboard-parameter.png) - - Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. - - The read-only **Resulting URI** field displays the result: a JSON URI. - - ![](../../../images/winforms-dashboard-wizard-json-parameters-configured-uri.png) - - Click **Next** to configure basic HTTP authentication credentials and specify HTTP Header parameters. - - ![](../../../images/winforms-dashboard-wizard-json-parameters-authentification.png) - - Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. - -## Select Data Fields - -4. The "Select data fields" page allows you to include or exclude data fields used in a JSON data source. - - ![specify-data-source](../../../images/specify5.png) - - Click **Finish** to create a JSON data source. +--- +title: Binding to JSON Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to JSON Data Sources + +The Dashboard Designer allows you to connect to the JSON data source that retrieves data from a Web-service endpoint, text file or a string in JSON format. + +## Create a New Data Connection + +Follow the steps below to connect to the JSON data source: + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) + +2. On the first page of the invoked **Data Source Wizard** dialog, select **JSON data** and click **Next**. + + ![choose-data-source](../../images/choose-data-source-2.png) + +## Configure a New Data Connection + +3. On the next page, configure a new data connection. + + ![specify-data-source](../../images/specify3.png) + + ### JSON String + + Specify a string that contains JSON data. + + ![json_string](../../images/json_string.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + + ### JSON File + + Specify the JSON data location to load content from the selected JSON file. + + ![json_file_location](../../images/json_file_location.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + + ### Web Service Endpoint (URI) + + Specify a URL to a file in JSON format and the Web Service Endpoint's request parameters (username and password, HTTP headers, query parameters or URI path parameters). + + - A **path parameter** appends a path element to a JSON endpoint's Uri. + - A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. + - A **header** is a custom HTTP header in JSON endpoint requests. + + You can use expressions and dashboard parameters to set path parameters, query parameter values and headers. Click the "+" icon to create a new parameter, enable the new parameter's **Expression** property and select **Expression Editor** from the **Value** property's drop-down list. + + ![specify-data-source](../../images/specify4.png) + + Specify the expression in the invoked **Expression Editor** and click **OK**. + + ![](../../images/winforms-dashboard-wizard-expression-editor.png) + + An expression can include [dashboard parameters](../data-analysis/using-dashboard-parameters.md). + + > [!Tip] + > Refer to the following help topic for details on how to create a dashboard parameter: [Create Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). + + Select **Add Dashboard Parameter** from the **Value** property's drop-down list, configure the dashboard parameter in the invoked **Dashboard Parameter** dialog, and click **OK**. + + ![](../../images/winforms-dashboard-wizard-dashboard-parameter.png) + + Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. + + The read-only **Resulting URI** field displays the result: a JSON URI. + + ![](../../images/winforms-dashboard-wizard-json-parameters-configured-uri.png) + + Click **Next** to configure basic HTTP authentication credentials and specify HTTP Header parameters. + + ![](../../images/winforms-dashboard-wizard-json-parameters-authentification.png) + + Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +## Select Data Fields + +4. The "Select data fields" page allows you to include or exclude data fields used in a JSON data source. + + ![specify-data-source](../../images/specify5.png) + + Click **Finish** to create a JSON data source. diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md similarity index 81% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md index 74a7bba436..0b4c93a362 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md @@ -1,48 +1,48 @@ ---- -title: Binding to Microsoft Excel Workbooks -author: Natalia Kazakova -legacyId: 115240 ---- -# Binding to Microsoft Excel Workbooks -The Dashboard Designer allows you to select required data from Microsoft Excel workbooks (XLS, XLSX or XLSM). You can select all data from the specified worksheet or you can select the cell range referenced by the specified defined/table name. - -To bind a dashboard to a Microsoft Excel workbook, do the following. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Microsoft Excel workbook / CSV file** and click **Next**. - - ![DataSourceWizard_DataSourceType_Excel](../../../images/img120681.png) -3. On the next page, locate the required workbook by clicking an ellipsis button and selecting the file. - - ![DataSourceWizard_SelectExcelFile](../../../images/img120058.png) - - Click **Next**. - - > [!NOTE] - > If the workbook is protected by a password, the following window will be invoked. - > - > ![DataSourceWizard_ProtectedExcelWorkbook](../../../images/img121200.png) - > - > Specify a password in the **Password** field and click **OK**. Note that if you enable the **Save password** flag, the password will be saved to a [dashboard definition](../save-a-dashboard.md) as plain text. -4. Then, specify import settings used to extract data from the workbook. - - ![DataSourceWizard_SpecifyImportSettings](../../../images/img120059.png) - - The following options can be specified. - * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. - * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. - * **Skip hidden rows** - Specifies whether to ignore hidden rows when importing data to a data source. - * **Skip hidden columns** - Specifies whether to ignore hidden columns when importing data to a data source. - - Click **Next**. -5. On the next page, you can select the worksheet containing the required data, the table or the defined name referring to the specified cell range. - - ![DataSourceWizard_SelectDefinedName](../../../images/img120060.png) - - Click **Next**. -6. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. - - ![DataSourceWizard_SpecifyColumnSettings](../../../images/img120061.png) - +--- +title: Binding to Microsoft Excel Workbooks +author: Natalia Kazakova +legacyId: 115240 +--- +# Binding to Microsoft Excel Workbooks +The Dashboard Designer allows you to select required data from Microsoft Excel workbooks (XLS, XLSX or XLSM). You can select all data from the specified worksheet or you can select the cell range referenced by the specified defined/table name. + +To bind a dashboard to a Microsoft Excel workbook, do the following. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Microsoft Excel workbook / CSV file** and click **Next**. + + ![DataSourceWizard_DataSourceType_Excel](../../images/img120681.png) +3. On the next page, locate the required workbook by clicking an ellipsis button and selecting the file. + + ![DataSourceWizard_SelectExcelFile](../../images/img120058.png) + + Click **Next**. + + > [!NOTE] + > If the workbook is protected by a password, the following window will be invoked. + > + > ![DataSourceWizard_ProtectedExcelWorkbook](../../images/img121200.png) + > + > Specify a password in the **Password** field and click **OK**. Note that if you enable the **Save password** flag, the password will be saved to a [dashboard definition](../save-a-dashboard.md) as plain text. +4. Then, specify import settings used to extract data from the workbook. + + ![DataSourceWizard_SpecifyImportSettings](../../images/img120059.png) + + The following options can be specified. + * **Use values of the first row as field names** - Specifies whether to use the values of the first row as field names. If you disable this option, field names will be generated automatically. + * **Skip empty rows** - Specifies whether or not to include the empty rows into the resulting data source. + * **Skip hidden rows** - Specifies whether to ignore hidden rows when importing data to a data source. + * **Skip hidden columns** - Specifies whether to ignore hidden columns when importing data to a data source. + + Click **Next**. +5. On the next page, you can select the worksheet containing the required data, the table or the defined name referring to the specified cell range. + + ![DataSourceWizard_SelectDefinedName](../../images/img120060.png) + + Click **Next**. +6. On the final page, you can select columns to be included to a data source and specify their settings. The **Name** column allows you to specify the column name while **Type** allows you to specify its type. + + ![DataSourceWizard_SpecifyColumnSettings](../../images/img120061.png) + Click **Finish** to create a data source. This creates the data source and displays its fields in the [Data Source Browser](../ui-elements/data-source-browser.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md new file mode 100644 index 0000000000..1192bf0752 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-mongodb.md @@ -0,0 +1,37 @@ +--- +title: Binding to MongoDB +author: Margarita Zakhodyaeva +--- +# Binding to MongoDB + +The WinForms Designer allows you to connect to MongoDB in the Data Source Wizard. + +> [!NOTE] +> The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. + +Follow the steps below to establish a database connection: + +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![new-data-source](../../images/new-data-source.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **MongoDB** and click **Next**. + + ![Data Source Wizard DataBase MongoDB](../../images/win-data-source-wizard-database-mongodb.png) + +3. Specify connection parameters on the next page in the following ways: + + - Pass an entire string. + + ![MongoDB Connection String](../../images/win-data-source-wizard-mongo-specify-connection-parameters.png) + + Refer to the following topic for information about connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). + + - Enter connection fields individually. + + ![MongoDB Individual Connection Fields](../../images/win-data-source-wizard-database-mongodb-individual.png) + + + +4. The following page allows you to configure queries. Select databases and collections that you want to load from the MongoDB instance. A string stored in a query's **Collection** column is the default name for the query. The names of MongoDB queries should be unique. You can use the **Alias** column to set unique names for queries in the same collection. To filter queries, add a filter string to the **Filter** column. + + ![Data Source Wizard MongoDB specify quueries](../../images/win-data-source-wizard-mongodb-specify-queries.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md new file mode 100644 index 0000000000..e88820e741 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/binding-to-object-data-sources.md @@ -0,0 +1,32 @@ +--- +title: Binding to Object Data Sources +author: Margarita Zakhodyaeva +--- +# Binding to Object Data Sources + +To bind a dashboard to an object data source, do the following. + +1. Click the New Data Source button in the Data Source ribbon tab. + + ![Choose_new_data_source](../../images/choose-new-data-source.png) + +2. If you are allowed by your application vendor to connect an object data source, select **Object Binding**, click **Next**. + + ![Object_data_source_in_wizard](../../images/wizard-object-data-source.png) + +3. On the next page, select the assembly containing the definition of the required class. + + ![select_class_type_definition](../../images/select-class-type-definition-object-data-sources.png) + + Click **Next**. + +4. Select the class providing the required data and click **Next**. + + ![select_a_class](../../images/select-a-class-object-data-source.png) + + For instance, this can be a custom class providing the required data or any TableAdapter used to query a database. + +5. On the final page, select the required data member used to obtain data and click **Finish**. + + ![select_a_data_source_member](../../images/select-a-data-source-member.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md new file mode 100644 index 0000000000..bbe73038db --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connect-to-ef-data-sources.md @@ -0,0 +1,75 @@ +--- +title: Connect to EF Data Sources +author: Margarita Zakhodyaeva +--- +# Connect to EF Data Sources + +To bind a dashboard to an Entity Framework data source from the current project, do the following: + +## Create a Data Source in the Data Source Wizard + +Click the **New Data Source** button in the **Data Source** ribbon tab. + +![Choose_new_data_source](../../images/choose-new-data-source.png) + +### Select a Data Source and Specify Data Context + +On the first page of the invoked **Data Source Wizard** dialog, select **Entity Framework** and click **Next**. + +![ef_data_source_wizard](../../images/ef-data-sourse-wizard.png) + +On the next page, select the required data context and click **Next**. + +![select_required_connection](../../images/select-required-connection.png) + +### Select Data from the Database + +On the next page, specify a connection string used to establish a data connection. The following options are available: + +#### Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![choose_connection_string](../../images/choose-connection-string.png) + +#### Custom Connection String + +Specify a custom connection string in the connection string editor. + +![specify_a_connection_string](../../images/specify-a-connection-string.png) + +#### Predefined Connection String + +Select an existing connection string available in the current project. + +![EF select available string](../../images/ef-select-a-predefined-connection-string.png) + +### Add Stored Procedures (Optionally) + +The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. + +![EF_AddStoredProcedurePage](../../images/ef_addstoredprocedurepage119127.png) + +Click **Add** and select the required stored procedures to add to the data source. + +![EF_SelectStoredProcedures](../../images/ef_selectstoredprocedures119128.png) + +Specify the **Value** passed as a stored procedure parameter. Click the **Preview** button to preview data returned by the stored procedure call. + +![EF_ConfigureProcedureParameters](../../images/ef_configureprocedureparameters119129.png) + +As an alternative, enable the **Expression** check box to invoke the Expression Editor dialog. In the dialog, you can specify the expression or select an existing dashboard parameter to use it as a stored procedure parameter. + +### Apply filter Criteria + +On the last page, you can apply filter criteria to the resulting query. Click **Finish** to create the data source. + +![EF filter query](../../images/ef_customconnectionstring118442.png) + +### Result + +The data source fields are displayed in the Data Source Browser: + +![EF data source in the Data Source Browser](../../images/ef-resulting-data-source.png) + + diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-olap-cubes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md similarity index 82% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-olap-cubes.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md index 4acaed4e6c..fafbe43249 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-olap-cubes.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-olap-cubes.md @@ -1,55 +1,55 @@ ---- -title: Connecting to OLAP cubes -author: Natalia Kazakova -legacyId: 114166 ---- -# Connecting to OLAP cubes -The Dashboard Designer provides the capability to connect to an OLAP cube in the Microsoft Analysis Services database using the **Data Source** wizard. - -To connect to an OLAP cube in the Dashboard Designer, do the following steps. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select **Olap** and click **Next**. - - ![DataSourceWizard_DataSourceType_Olap](../../../images/img120680.png) -3. On the next page, choose the required **Connection type**. The following types are available. - * [Server](#server) - * [Local cube file](#local-cube-file) - * [Custom connection string](#custom-connection-string) - -## Server -If you selected **Server**, the following options are available. - -![DataSourceWizard_OlapServer](../../../images/img118049.png) -* **Server name** - - Specify the name of the OLAP server to which the connection should be established. -* **UserId** - - Specify the user name used to authenticate to the OLAP server. -* **Password** - - Specify the password used to authenticate to the OLAP server. -* **Catalog** - - Select a data catalog that contains cubes. -* **Cube Name** - - Select a cube that provides OLAP data. - -Click **Finish** to create a data source. - -## Local Cube File -If you selected **Local cube file**, specify the path to the requiredOLAP cube. To locate the cube, click the ellipsis button next to the Database field. - -![DataSourceWizard_OlapLocalFile](../../../images/img118050.png) - -Click **Finish** to create a data source. - -## Custom Connection String -If you selected **Custom connection string**, specify a connection string in the **Custom connection string** editor. - -![DataSourceWizard_CustomString](../../../images/img118051.png) - +--- +title: Connecting to OLAP cubes +author: Natalia Kazakova +legacyId: 114166 +--- +# Connecting to OLAP cubes +The Dashboard Designer provides the capability to connect to an OLAP cube in the Microsoft Analysis Services database using the **Data Source** wizard. + +To connect to an OLAP cube in the Dashboard Designer, do the following steps. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select **Olap** and click **Next**. + + ![DataSourceWizard_DataSourceType_Olap](../../images/img120680.png) +3. On the next page, choose the required **Connection type**. The following types are available. + * [Server](#server) + * [Local cube file](#local-cube-file) + * [Custom connection string](#custom-connection-string) + +## Server +If you selected **Server**, the following options are available. + +![DataSourceWizard_OlapServer](../../images/img118049.png) +* **Server name** + + Specify the name of the OLAP server to which the connection should be established. +* **UserId** + + Specify the user name used to authenticate to the OLAP server. +* **Password** + + Specify the password used to authenticate to the OLAP server. +* **Catalog** + + Select a data catalog that contains cubes. +* **Cube Name** + + Select a cube that provides OLAP data. + +Click **Finish** to create a data source. + +## Local Cube File +If you selected **Local cube file**, specify the path to the requiredOLAP cube. To locate the cube, click the ellipsis button next to the Database field. + +![DataSourceWizard_OlapLocalFile](../../images/img118050.png) + +Click **Finish** to create a data source. + +## Custom Connection String +If you selected **Custom connection string**, specify a connection string in the **Custom connection string** editor. + +![DataSourceWizard_CustomString](../../images/img118051.png) + Click **Finish** to create a data source. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-sql-databases.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md similarity index 86% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-sql-databases.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md index 7bf2e3d512..6a9bf54d21 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/connecting-to-sql-databases.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/connecting-to-sql-databases.md @@ -1,47 +1,47 @@ ---- -title: Connecting to SQL Databases -author: Natalia Kazakova -legacyId: 16525 ---- -# Connecting to SQL Databases -The Dashboard Designer provides the capability to connect to multiple types of SQL databases using the **Data Source** wizard. This tutorial describes how to establish a connection to any supported database and select the required data. - -To connect to an SQL database in the Dashboard Designer, follow the steps below. -1. Click the **New Data Source** button in the **Data Source** ribbon tab. - - ![DataBinding_NewDataSource](../../../images/img18472.png) -2. On the first page of the invoked **Data Source Wizard** dialog, select the required data provider and click **Next**. - - ![DataSourceWizard_Database](../../../images/img117932.png) -3. On the next page, specify the required connection parameters. - - ![DataSourceWizard_MSSQLServer](../../../images/img117934.png) - - For instance, if you selected the **Microsoft SQL Server** data provider, the following options should be specified. - * **Server name** - - Specify the name of the MS SQL server to which the connection should be established. - * **Authentication type** - - Specify the authentication mode of the MS SQL Server. You can choose whether to use _Windows authentication_ or _Server authentication_. - * **User name** - - Specify the user name used to authenticate to the MS SQL server. - * **Password** - - Specify the password used to authenticate to the MS SQL server. - * **Database** - - Select the database that contains required data. -4. After you have specified the required connection parameters, click **Next** and specify how to select data from the database. - - ![DataSourceWizard_Query](../../../images/img117952.png) - * Select the **Query** option and run the [Query Builder](../work-with-data/using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and passes the resulting SQL query to the **SQL String** editor. Click **Finish** to create the data source. - * Select the **Stored Procedure** option to select one of the [stored procedure](../work-with-data/stored-procedures.md)s from the database. - - Click **Next**. -5. On the final page, you can optionally add [query parameters](../work-with-data/pass-query-parameters.md) and [preview](../work-with-data/preview-data.md) data. - - ![DataSourceWizard_AddQueryParameters](../../../images/img118003.png) - +--- +title: Connecting to SQL Databases +author: Natalia Kazakova +legacyId: 16525 +--- +# Connecting to SQL Databases +The Dashboard Designer provides the capability to connect to multiple types of SQL databases using the **Data Source** wizard. This tutorial describes how to establish a connection to any supported database and select the required data. + +To connect to an SQL database in the Dashboard Designer, follow the steps below. +1. Click the **New Data Source** button in the **Data Source** ribbon tab. + + ![DataBinding_NewDataSource](../../images/img18472.png) +2. On the first page of the invoked **Data Source Wizard** dialog, select the required data provider and click **Next**. + + ![DataSourceWizard_Database](../../images/img117932.png) +3. On the next page, specify the required connection parameters. + + ![DataSourceWizard_MSSQLServer](../../images/img117934.png) + + For instance, if you selected the **Microsoft SQL Server** data provider, the following options should be specified. + * **Server name** + + Specify the name of the MS SQL server to which the connection should be established. + * **Authentication type** + + Specify the authentication mode of the MS SQL Server. You can choose whether to use _Windows authentication_ or _Server authentication_. + * **User name** + + Specify the user name used to authenticate to the MS SQL server. + * **Password** + + Specify the password used to authenticate to the MS SQL server. + * **Database** + + Select the database that contains required data. +4. After you have specified the required connection parameters, click **Next** and specify how to select data from the database. + + ![DataSourceWizard_Query](../../images/img117952.png) + * Select the **Query** option and run the [Query Builder](../work-with-data/using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and passes the resulting SQL query to the **SQL String** editor. Click **Finish** to create the data source. + * Select the **Stored Procedure** option to select one of the [stored procedure](../work-with-data/stored-procedures.md)s from the database. + + Click **Next**. +5. On the final page, you can optionally add [query parameters](../work-with-data/pass-query-parameters.md) and [preview](../work-with-data/preview-data.md) data. + + ![DataSourceWizard_AddQueryParameters](../../images/img118003.png) + Click **Finish** to create the data source. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/data-processing-modes.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md similarity index 94% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/data-processing-modes.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md index bc21532426..23c888cfe3 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/data-processing-modes.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/data-processing-modes.md @@ -1,46 +1,46 @@ ---- -title: Data Processing Modes -author: Natalia Kazakova -legacyId: 17238 ---- -# Data Processing Modes -DevExpress Dashboard supports two data processing modes that are used to perform data-related operations (such as grouping, filtering, etc.). -* In **server mode**, data-related operations are performed on the database server side. For instance, when you apply [filtering](../data-shaping/filtering.md) to a dashboard item, the Dashboard Designer requests the required data automatically by sending a query containing a corresponding SELECT statement with the specified WHERE clause. -* In **client mode**, data-related operations are performed on the workstation side. In this mode, a compressed snapshot of aggregated data is loaded into a workstation memory. This reduces memory consumption and improves the speed of client-side data shaping operations using several techniques: data compression, various data grouping and multi-threading algorithms, etc. - -> [!TIP] -> Note that performance in **server**/**client** modes depends on multiple factors such as database structure, server workload, etc. To decide which mode to use, test both. - -> [!NOTE] -> In [OLAP](connecting-to-olap-cubes.md) mode, data processing is performed using the _server mode_ specified for the Analysis Services instance. To learn more, see [Determine the Server Mode of an Analysis Services Instance](https://msdn.microsoft.com/en-us/library/gg471594.aspx). - -## Change Data Processing Mode -Different data source types allow you to manage the current data processing mode in different ways. -* For [SQL data sources](connecting-to-sql-databases.md), you can switch between data processing modes manually. To enable or disable **server mode** for the [selected](../ui-elements/data-source-browser.md) data source, use the **Server Mode** button located on the **Data Source** ribbon tab. - - ![ServerModeButton_Ribbon](../../../images/img23212.png) - - **Server mode** is supported for the SQL data sources created using the Data Source wizard and supplied with data using the [Query Builder](../work-with-data/using-the-query-builder.md). -* [Excel Data Source](binding-to-microsoft-excel-workbooks.md) supports **client mode** only. -* [Extract Data Source](binding-to-extract-data-sources.md) works in **client mode**. - -## Server Mode Limitations -In **server mode**, the Dashboard does not have simultaneous access to bound data in its entirety. This imposes some limitations. -* [Stored procedures](../work-with-data/stored-procedures.md) are not supported in server mode. -* Stored procedures executed using custom SQL are not supported in server mode. -* Some [calculated fields](../work-with-data/creating-calculated-fields.md) cannot be evaluated in server mode. -* The [Count Distinct](../data-shaping/summarization.md) summary function is not supported for the following database engines: - * Microsoft Access - * Microsoft SQL Server CE -* The [Median](../data-shaping/summarization.md) summary function is supported for the Oracle data provider only. -* The [Bound Image](../dashboard-item-settings/images/image-types-overview.md) and [Grid](../dashboard-item-settings/grid.md) dashboard items cannot display images from the following types of databases: - * Microsoft SQL Server - * MySQL - * PostgreSQL - -## Data Processing Errors -The Dashboard Designer provides the capability to display errors that occurred during data processing operations (such as changing measure [summary types](../data-shaping/summarization.md), [calculation](../data-analysis/window-calculations.md) errors, etc.). For instance, the [Grid](../dashboard-item-settings/grid.md) below shows an error when the summary type of the _Extended Price_ measure is set to [Median](../data-shaping/summarization.md) in server mode. - -![ErrorInCaption_ServerMode](../../../images/img123959.png) - -To see the error message, hover the mouse pointer over the ![CaptionErrorIcon](../../../images/img123960.png) icon. \ No newline at end of file +--- +title: Data Processing Modes +author: Natalia Kazakova +legacyId: 17238 +--- +# Data Processing Modes +DevExpress Dashboard supports two data processing modes that are used to perform data-related operations (such as grouping, filtering, etc.). +* In **server mode**, data-related operations are performed on the database server side. For instance, when you apply [filtering](../data-shaping/filtering.md) to a dashboard item, the Dashboard Designer requests the required data automatically by sending a query containing a corresponding SELECT statement with the specified WHERE clause. +* In **client mode**, data-related operations are performed on the workstation side. In this mode, a compressed snapshot of aggregated data is loaded into a workstation memory. This reduces memory consumption and improves the speed of client-side data shaping operations using several techniques: data compression, various data grouping and multi-threading algorithms, etc. + +> [!TIP] +> Note that performance in **server**/**client** modes depends on multiple factors such as database structure, server workload, etc. To decide which mode to use, test both. + +> [!NOTE] +> In [OLAP](connecting-to-olap-cubes.md) mode, data processing is performed using the _server mode_ specified for the Analysis Services instance. To learn more, see [Determine the Server Mode of an Analysis Services Instance](https://msdn.microsoft.com/en-us/library/gg471594.aspx). + +## Change Data Processing Mode +Different data source types allow you to manage the current data processing mode in different ways. +* For [SQL data sources](connecting-to-sql-databases.md), you can switch between data processing modes manually. To enable or disable **server mode** for the [selected](../ui-elements/data-source-browser.md) data source, use the **Server Mode** button located on the **Data Source** ribbon tab. + + ![ServerModeButton_Ribbon](../../images/img23212.png) + + **Server mode** is supported for the SQL data sources created using the Data Source wizard and supplied with data using the [Query Builder](../work-with-data/using-the-query-builder.md). +* [Excel Data Source](binding-to-microsoft-excel-workbooks.md) supports **client mode** only. +* [Extract Data Source](binding-to-extract-data-sources.md) works in **client mode**. + +## Server Mode Limitations +In **server mode**, the Dashboard does not have simultaneous access to bound data in its entirety. This imposes some limitations. +* [Stored procedures](../work-with-data/stored-procedures.md) are not supported in server mode. +* Stored procedures executed using custom SQL are not supported in server mode. +* Some [calculated fields](../work-with-data/creating-calculated-fields.md) cannot be evaluated in server mode. +* The [Count Distinct](../data-shaping/summarization.md) summary function is not supported for the following database engines: + * Microsoft Access + * Microsoft SQL Server CE +* The [Median](../data-shaping/summarization.md) summary function is supported for the Oracle data provider only. +* The [Bound Image](../dashboard-item-settings/images/image-types-overview.md) and [Grid](../dashboard-item-settings/grid.md) dashboard items cannot display images from the following types of databases: + * Microsoft SQL Server + * MySQL + * PostgreSQL + +## Data Processing Errors +The Dashboard Designer provides the capability to display errors that occurred during data processing operations (such as changing measure [summary types](../data-shaping/summarization.md), [calculation](../data-analysis/window-calculations.md) errors, etc.). For instance, the [Grid](../dashboard-item-settings/grid.md) below shows an error when the summary type of the _Extended Price_ measure is set to [Median](../data-shaping/summarization.md) in server mode. + +![ErrorInCaption_ServerMode](../../images/img123959.png) + +To see the error message, hover the mouse pointer over the ![CaptionErrorIcon](../../images/img123960.png) icon. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/provide-data/supported-data-sources.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md similarity index 97% rename from dashboard-for-desktop/articles/dashboard-designer/provide-data/supported-data-sources.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md index ca19d89c85..602e620d08 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/provide-data/supported-data-sources.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/provide-data/supported-data-sources.md @@ -1,139 +1,139 @@ ---- -title: Supported Data Sources -author: Natalia Kazakova -legacyId: 17239 ---- -# Supported Data Sources -The Dashboard Designer allows you to establish a connection to various data sources such as SQL databases, Microsoft Excel workbooks, XML/CSV data files or OLAP cubes. - -The following data source types are supported: -* [SQL Data Source](#sql-data-source) -* [OLAP Data Source](#olap-data-source) -* [Microsoft Excel Workbooks/CSV Files](#microsoft-excel-workbookscsv-files) -* [JSON Data Source](#json-data-source) -* [XPO Data Source](#xpo-data-source) -* [Extract Data Source](#extract-data-source) -* [Object Data Source](#object-data-source) -* [Entity Framework Data Source](#entity-framework-data-source) -* [Federated Data Source](#federated-data-source) -* [MongoDB](#mongodb) - - -## SQL Data Source -To connect to various SQL databases, the Dashboard Designer requires corresponding providers to be installed on your machine. The table below lists the supported data sources and the required data providers. - -| SQL Data Source | Supported Versions | Provider | Database Provider Assembly | Download link | -|---|---|---|---|---| -| Microsoft SQL Server | 2005, 2008, 2008R2, 2012, 2014, 2016, 2005 Express Edition, 2008 R2 Express, 2012 Express, 2014 Express, 2016 Express, Azure SQL Database | .NET Framework Data Provider for SQL Server | System.Data.dll | Included in .NET Framework | -| Microsoft Access | 2000 or higher | Microsoft Jet OLE DB Provider / Microsoft Access Database Engine (ACE) | System.Data.dll | Microsoft Access 2000-2003 - [Microsoft Jet 4.0 Database Engine](https://support.microsoft.com/en-us/kb/239114) / Microsoft Access 2007 and later - [Access Database Engine](https://www.microsoft.com/en-us/download/details.aspx?id=13255) | -| Microsoft SQL Server CE | 3.5, 4.0 | .NET Framework Data Provider for SQL Server Compact | System.Data.SqlServerCe.dll | Included in .NET Framework | -| Oracle Database | 9i or higher | Oracle Data Provider for .NET / .NET Framework Data Provider for Oracle | Oracle.DataAccess.dll, Oracle.ManagedDataAccess.dll, System.Data.OracleClient.dll | [Download link](http://www.oracle.com/technetwork/topics/dotnet/index-085163.html) (Included in .NET Framework) | -| Amazon Redshift | n/a | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | -| Google BigQuery | n/a | DevExpress.DataAccess.BigQuery ADO.NET provider | DevExpress.DataAccess.BigQuery.dll | [Download link](https://www.nuget.org/packages/DevExpress.DataAccess.BigQuery) | -| Teradata | 13.0 or higher | .NET Data Provider for Teradata | Teradata.Client.Provider.dll | [Download link](https://downloads.teradata.com/download/connectivity/net-data-provider-for-teradata) | -| SAP HANA| 2.0 or higher| SAP HANA Client 2.0 | Sap.Data.Hana.Core.v2.1.dll| [Download link](https://tools.hana.ondemand.com/#hanatools) -| SAP Sybase Advantage | Advantage Database Server 9.1 or higher | Advantage .NET Data Provider | Advantage.Data.Provider.dll | [Download link](http://devzone.advantagedatabase.com/dz/content.aspx?Key=20&Release=19&Product=4&Platform=11) | -| SAP Sybase ASE | Sybase Adaptive Server 12.0 or higher | SAP Sybase ASE Database Client | Sybase.Data.AseClient.dll | [Download link](http://scn.sap.com/community/developer-center/oltp-db) | -| SAP SQL Anywhere | 11 or higher | SAP SQL Anywhere Database Client | iAnywhere.Data.SQLAnywhere.dll | [Download link](http://scn.sap.com/docs/DOC-35857?d96a349c52fc4f68eea46a47ccb3d360) | -| IBM DB2 | 9.5 or higher | ADO.Net client from IBM | IBM.Data.DB2.dll | [Download link](https://www-01.ibm.com/support/docview.wss?rs=4020&uid=swg21385217) | -| Firebird | 1.5 or higher, Dialect 3 | Firebird ADO.NET Data Provider | FirebirdSql.Data.Firebird.dll, FirebirdSql.Data.FirebirdClient.dll | [Download link](http://firebirdsql.org/en/net-provider/) | -| MySQL | 4.1 or higher | ADO.NET driver for MySQL | MySql.Data.dll | [Download link](http://dev.mysql.com/downloads/connector/net/) | -| Pervasive PSQL | 9.x or higher | PSQL ADO.NET Data Provider | Pervasive.Data.SqlClient.dll | [Download link](http://www.pervasive.com/database/Home/Products/psqlv12.aspx) | -| PostgreSQL | 7.x or higher | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | -| VistaDB | 4, 5, 6 | VistaDB ADO.NET Provider | VistaDB.5.NET40.dll | [Download link](http://www.gibraltarsoftware.com/VistaDB) | -| SQLite | 3.x | ADO.NET provider for SQLite | System.Data.SQLite.dll | [Download link](https://system.data.sqlite.org/index.html/doc/trunk/www/index.wiki) | -| XML file | n/a | n/a | n/a | n/a | - -See the following topic for information on how to create a connection to a SQL data source: [Binding to SQL databases](connecting-to-sql-databases.md). - -## OLAP Data Source -To use the OLAP data source, the Dashboard Designer requires Microsoft Analysis Services OLE DB and Microsoft ADOMD.NET providers to be installed on your machine. Refer to the following topic for more information: [Data providers used for Analysis Services connections](https://msdn.microsoft.com/en-us/library/dn141152.aspx#bkmk_OLE). - -The following OLAP servers are supported: -* Microsoft SQL Server 2000 Analysis Services -* Microsoft SQL Server 2005 Analysis Services -* Microsoft SQL Server 2008 Analysis Services -* Microsoft SQL Server 2008 R2 Analysis Services -* Microsoft SQL Server 2012 Analysis Services (Multi-dimensional mode) -* Microsoft SQL Server 2014 Analysis Services (Multi-dimensional mode) -* Microsoft SQL Server 2016 Analysis Services (Multi-dimensional mode) - -To create a connection to an OLAP cube data source, see [Binding to OLAP cubes](connecting-to-olap-cubes.md). - -## Microsoft Excel Workbooks/CSV Files -The following Microsoft Excel/text formats are supported: -* XLS -* XLSX -* XLSM -* CSV - -To create a connection to Microsoft Excel workbooks or CSV files, see [Binding to Microsoft Excel Workbooks](binding-to-microsoft-excel-workbooks.md). - -## JSON Data Source -The JSON data source retrieves data from: -* Web-service endpoint -* text file -* string - - -To create a JSON data source and specify connection parameters in the **Data Source Wizard**, see [Binding to JSON Data Sources](binding-to-json-data-sources.md). - -## XPO Data Source -The XPO data source gets data from **eXpress Persistent Objects**. -To create an XPO data source and specify connection parameters, see [Binding to XPO Data Sources](binding-to-XPO-data-sources.md). - -## Extract Data Source - -**Extract Data Source** is a compressed snapshot of data from a regular data source. -This data is saved to a local file and can be updated from the original data source at any time. - - ![Extract data source](../../../images/extract-data-source.png) - - The extract data file is optimized for data grouping. It reduces the initial dashboard load time. - A special in-memory cache allows you to improve performance when accessing extract data. - - To create an Extract data source and specify connection parameters, see [Binding to Extract Data Sources](binding-to-extract-data-sources.md). - - -## Object Data Source - -The Dashboard Designer allows you to connect to an object data source defined in a separate class within the current project. - -To create a connection to an Object data source, see [Binding to Object Data Sources](binding-to-object-data-sources.md). - -## Entity Framework Data Source - -Use the available data context to connect to EF data source. - -To create a connection to an EF data source, see [Connect to EF Data Sources](connect-to-ef-data-sources.md). - - - ## Federated Data Source - - A federated data source integrates different data sources and provides uniform data access with a federated query. - - Federated data source supports the following data source types: - -* [SQL Data Source](#sql-data-source) -* [Excel Data Source](#microsoft-excel-workbookscsv-files) -* [Object Data Source](#object-data-source) -* [MongoDB](#mongodb) - -See the following topic for information on how to create a federated data source with the **Data Source Wizard**: [Binding to Federated Data Source](binding-to-federated-data-source.md). - -## MongoDB - -The Dashboard Designer allows you to connect to a MongoDB instance and stores data in JSON-like documents. - -The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. - -You can use MongoDB as the original data source to create an Extract database. MongoDB can be used to create a federated data source. - -You can filter the MongoDB data source and add calculated fields. - -Refer to the following article for more information on how to connect to MongoDB: [Binding to MongoDB](binding-to-mongodb.md). - - - - - +--- +title: Supported Data Sources +author: Natalia Kazakova +legacyId: 17239 +--- +# Supported Data Sources +The Dashboard Designer allows you to establish a connection to various data sources such as SQL databases, Microsoft Excel workbooks, XML/CSV data files or OLAP cubes. + +The following data source types are supported: +* [SQL Data Source](#sql-data-source) +* [OLAP Data Source](#olap-data-source) +* [Microsoft Excel Workbooks/CSV Files](#microsoft-excel-workbookscsv-files) +* [JSON Data Source](#json-data-source) +* [XPO Data Source](#xpo-data-source) +* [Extract Data Source](#extract-data-source) +* [Object Data Source](#object-data-source) +* [Entity Framework Data Source](#entity-framework-data-source) +* [Federated Data Source](#federated-data-source) +* [MongoDB](#mongodb) + + +## SQL Data Source +To connect to various SQL databases, the Dashboard Designer requires corresponding providers to be installed on your machine. The table below lists the supported data sources and the required data providers. + +| SQL Data Source | Supported Versions | Provider | Database Provider Assembly | Download link | +|---|---|---|---|---| +| Microsoft SQL Server | 2005, 2008, 2008R2, 2012, 2014, 2016, 2005 Express Edition, 2008 R2 Express, 2012 Express, 2014 Express, 2016 Express, Azure SQL Database | .NET Framework Data Provider for SQL Server | System.Data.dll | Included in .NET Framework | +| Microsoft Access | 2000 or higher | Microsoft Jet OLE DB Provider / Microsoft Access Database Engine (ACE) | System.Data.dll | Microsoft Access 2000-2003 - [Microsoft Jet 4.0 Database Engine](https://support.microsoft.com/en-us/kb/239114) / Microsoft Access 2007 and later - [Access Database Engine](https://www.microsoft.com/en-us/download/details.aspx?id=13255) | +| Microsoft SQL Server CE | 3.5, 4.0 | .NET Framework Data Provider for SQL Server Compact | System.Data.SqlServerCe.dll | Included in .NET Framework | +| Oracle Database | 9i or higher | Oracle Data Provider for .NET / .NET Framework Data Provider for Oracle | Oracle.DataAccess.dll, Oracle.ManagedDataAccess.dll, System.Data.OracleClient.dll | [Download link](http://www.oracle.com/technetwork/topics/dotnet/index-085163.html) (Included in .NET Framework) | +| Amazon Redshift | n/a | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | +| Google BigQuery | n/a | DevExpress.DataAccess.BigQuery ADO.NET provider | DevExpress.DataAccess.BigQuery.dll | [Download link](https://www.nuget.org/packages/DevExpress.DataAccess.BigQuery) | +| Teradata | 13.0 or higher | .NET Data Provider for Teradata | Teradata.Client.Provider.dll | [Download link](https://downloads.teradata.com/download/connectivity/net-data-provider-for-teradata) | +| SAP HANA| 2.0 or higher| SAP HANA Client 2.0 | Sap.Data.Hana.Core.v2.1.dll| [Download link](https://tools.hana.ondemand.com/#hanatools) +| SAP Sybase Advantage | Advantage Database Server 9.1 or higher | Advantage .NET Data Provider | Advantage.Data.Provider.dll | [Download link](http://devzone.advantagedatabase.com/dz/content.aspx?Key=20&Release=19&Product=4&Platform=11) | +| SAP Sybase ASE | Sybase Adaptive Server 12.0 or higher | SAP Sybase ASE Database Client | Sybase.Data.AseClient.dll | [Download link](http://scn.sap.com/community/developer-center/oltp-db) | +| SAP SQL Anywhere | 11 or higher | SAP SQL Anywhere Database Client | iAnywhere.Data.SQLAnywhere.dll | [Download link](http://scn.sap.com/docs/DOC-35857?d96a349c52fc4f68eea46a47ccb3d360) | +| IBM DB2 | 9.5 or higher | ADO.Net client from IBM | IBM.Data.DB2.dll | [Download link](https://www-01.ibm.com/support/docview.wss?rs=4020&uid=swg21385217) | +| Firebird | 1.5 or higher, Dialect 3 | Firebird ADO.NET Data Provider | FirebirdSql.Data.Firebird.dll, FirebirdSql.Data.FirebirdClient.dll | [Download link](http://firebirdsql.org/en/net-provider/) | +| MySQL | 4.1 or higher | ADO.NET driver for MySQL | MySql.Data.dll | [Download link](http://dev.mysql.com/downloads/connector/net/) | +| Pervasive PSQL | 9.x or higher | PSQL ADO.NET Data Provider | Pervasive.Data.SqlClient.dll | [Download link](http://www.pervasive.com/database/Home/Products/psqlv12.aspx) | +| PostgreSQL | 7.x or higher | .NET data provider for PostgreSQL | Npgsql.dll | [Download link](http://www.npgsql.org/) | +| VistaDB | 4, 5, 6 | VistaDB ADO.NET Provider | VistaDB.5.NET40.dll | [Download link](http://www.gibraltarsoftware.com/VistaDB) | +| SQLite | 3.x | ADO.NET provider for SQLite | System.Data.SQLite.dll | [Download link](https://system.data.sqlite.org/index.html/doc/trunk/www/index.wiki) | +| XML file | n/a | n/a | n/a | n/a | + +See the following topic for information on how to create a connection to a SQL data source: [Binding to SQL databases](connecting-to-sql-databases.md). + +## OLAP Data Source +To use the OLAP data source, the Dashboard Designer requires Microsoft Analysis Services OLE DB and Microsoft ADOMD.NET providers to be installed on your machine. Refer to the following topic for more information: [Data providers used for Analysis Services connections](https://msdn.microsoft.com/en-us/library/dn141152.aspx#bkmk_OLE). + +The following OLAP servers are supported: +* Microsoft SQL Server 2000 Analysis Services +* Microsoft SQL Server 2005 Analysis Services +* Microsoft SQL Server 2008 Analysis Services +* Microsoft SQL Server 2008 R2 Analysis Services +* Microsoft SQL Server 2012 Analysis Services (Multi-dimensional mode) +* Microsoft SQL Server 2014 Analysis Services (Multi-dimensional mode) +* Microsoft SQL Server 2016 Analysis Services (Multi-dimensional mode) + +To create a connection to an OLAP cube data source, see [Binding to OLAP cubes](connecting-to-olap-cubes.md). + +## Microsoft Excel Workbooks/CSV Files +The following Microsoft Excel/text formats are supported: +* XLS +* XLSX +* XLSM +* CSV + +To create a connection to Microsoft Excel workbooks or CSV files, see [Binding to Microsoft Excel Workbooks](binding-to-microsoft-excel-workbooks.md). + +## JSON Data Source +The JSON data source retrieves data from: +* Web-service endpoint +* text file +* string + + +To create a JSON data source and specify connection parameters in the **Data Source Wizard**, see [Binding to JSON Data Sources](binding-to-json-data-sources.md). + +## XPO Data Source +The XPO data source gets data from **eXpress Persistent Objects**. +To create an XPO data source and specify connection parameters, see [Binding to XPO Data Sources](binding-to-XPO-data-sources.md). + +## Extract Data Source + +**Extract Data Source** is a compressed snapshot of data from a regular data source. +This data is saved to a local file and can be updated from the original data source at any time. + + ![Extract data source](../../images/extract-data-source.png) + + The extract data file is optimized for data grouping. It reduces the initial dashboard load time. + A special in-memory cache allows you to improve performance when accessing extract data. + + To create an Extract data source and specify connection parameters, see [Binding to Extract Data Sources](binding-to-extract-data-sources.md). + + +## Object Data Source + +The Dashboard Designer allows you to connect to an object data source defined in a separate class within the current project. + +To create a connection to an Object data source, see [Binding to Object Data Sources](binding-to-object-data-sources.md). + +## Entity Framework Data Source + +Use the available data context to connect to EF data source. + +To create a connection to an EF data source, see [Connect to EF Data Sources](connect-to-ef-data-sources.md). + + + ## Federated Data Source + + A federated data source integrates different data sources and provides uniform data access with a federated query. + + Federated data source supports the following data source types: + +* [SQL Data Source](#sql-data-source) +* [Excel Data Source](#microsoft-excel-workbookscsv-files) +* [Object Data Source](#object-data-source) +* [MongoDB](#mongodb) + +See the following topic for information on how to create a federated data source with the **Data Source Wizard**: [Binding to Federated Data Source](binding-to-federated-data-source.md). + +## MongoDB + +The Dashboard Designer allows you to connect to a MongoDB instance and stores data in JSON-like documents. + +The [MongoDB.Driver](https://www.nuget.org/packages/MongoDB.Driver) package should be installed in your project to supply MongoDB data at runtime. + +You can use MongoDB as the original data source to create an Extract database. MongoDB can be used to create a federated data source. + +You can filter the MongoDB data source and add calculated fields. + +Refer to the following article for more information on how to connect to MongoDB: [Binding to MongoDB](binding-to-mongodb.md). + + + + + diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md new file mode 100644 index 0000000000..f23319a508 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/save-a-dashboard.md @@ -0,0 +1,27 @@ +--- +title: Save a Dashboard +author: Natalia Kazakova +legacyId: 16519 +--- +# Save a Dashboard +A dashboard provides the capability to save a dashboard definition (dashboard items, data sources, data binding, layout settings, etc.) to an XML file, and restore the dashboard from an XML file. + +## Saving a Dashboard +Once a dashboard is designed, you can save its definition to an XML file. In the **Dashboard Designer**, this can be accomplished in the following ways. +* You can save the dashboard by clicking the **Save** or **Save As** button in the Ribbon menu of the Designer. + + ![SaveButtons](../images/img20050.png) + + This invokes the **Save As** dialog, which allows you to locate the folder in which you wish to store your file. +* The dashboard can be saved when the window containing the Dashboard Designer is closed. If the dashboard has been modified since the last save, a save confirmation dialog will be invoked. + + ![SaveConfirmationDialog](../images/img20053.png) + +## Loading a Dashboard +A dashboard previously saved to an XML file can be loaded to the Dashboard Designer. + +You can open the dashboard by clicking the **Open** button in the Ribbon menu of the Designer. + +![OpenButton](../images/img20055.png) + +This invokes the **Open File** dialog, which allows you to locate the required dashboard XML file. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/ui-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md similarity index 78% rename from dashboard-for-desktop/articles/dashboard-designer/ui-elements.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md index f815bf95ea..70eb68da77 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/ui-elements.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements.md @@ -1,13 +1,15 @@ ---- -title: UI Elements -author: Natalia Kazakova -legacyId: 17251 ---- -# UI Elements -The topics in this section describe the main elements of a **Dashboard Designer** application. - -This section consists of the following topics: -* [Data Source Browser](ui-elements/data-source-browser.md) -* [Data Items Pane](ui-elements/data-items-pane.md) -* [Print Preview](ui-elements/print-preview.md) -* [Dashboard Surface](ui-elements/dashboard-surface.md) +--- +title: UI Elements +author: Natalia Kazakova +legacyId: 17251 +--- +# UI Elements +The topics in this section describe the main elements of a **Dashboard Designer** application. + +This section consists of the following topics: +* [Data Source Browser](ui-elements/data-source-browser.md) +* [Data Items Pane](ui-elements/data-items-pane.md) +* [Print Preview](ui-elements/print-preview.md) +* [Dashboard Surface](ui-elements/dashboard-surface.md) +* [Filter Editor](ui-elements/filter-editor.md) +* [Expression Editor](ui-elements/expression-editor.md) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md new file mode 100644 index 0000000000..89cefdb125 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/dashboard-surface.md @@ -0,0 +1,15 @@ +--- +title: Dashboard Surface +author: Margarita Zakhodyaeva +--- + +# Dashboard Surface + +The **Dashboard Surface** is the rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). + +![EUDesigner_DashboardSurface](../../images/eudesigner_dashboardsurface26155.png) + +You can configure a dashboard layout in the UI: + +* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) +* [Dashboard Layout](../dashboard-layout.md) diff --git a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-items-pane.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md similarity index 95% rename from dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-items-pane.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md index e18ac26b7d..8acae90b0c 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/data-items-pane.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-items-pane.md @@ -1,21 +1,21 @@ ---- -title: Data Items Pane -author: Natalia Kazakova -legacyId: 17253 ---- -# Data Items Pane -The **DATA ITEMS** pane is placed side-by-side with the [Data Source Browser](data-source-browser.md), and allows you to create and modify data binding using drag-and-drop operations. - -To learn how to bind dashboard items to data source fields, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. - -![UIElements_DataItemsArea_Area](../../../images/img20852.png) - -The DATA ITEMS pane can contain the following elements. -* **Data Item placeholder** - used to create a data binding using drag-and-drop operations. -* **Data Item** - identifies a data binding by mapping to a particular data source field. Each data item has the **Data Item menu** button, used to invoke a menu that allows you to perform various [data shaping](../data-shaping.md) operations. -* **Data Section** - corresponds to a particular dashboard item area or element. -* **Data Item container** - used to provide _data item_ sets (e.g., for calculating the difference between two measures). Data item containers have **Options** buttons that allow you to change specific dashboard item settings (e.g., to switch between chart series types or grid column types). -* **Sort indicator** - shows the current sort order for the data item. -* **Coloring indicator** - indicates whether coloring by hue is enabled for the data item. - +--- +title: Data Items Pane +author: Natalia Kazakova +legacyId: 17253 +--- +# Data Items Pane +The **DATA ITEMS** pane is placed side-by-side with the [Data Source Browser](data-source-browser.md), and allows you to create and modify data binding using drag-and-drop operations. + +To learn how to bind dashboard items to data source fields, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) topic. + +![UIElements_DataItemsArea_Area](../../images/img20852.png) + +The DATA ITEMS pane can contain the following elements. +* **Data Item placeholder** - used to create a data binding using drag-and-drop operations. +* **Data Item** - identifies a data binding by mapping to a particular data source field. Each data item has the **Data Item menu** button, used to invoke a menu that allows you to perform various [data shaping](../data-shaping.md) operations. +* **Data Section** - corresponds to a particular dashboard item area or element. +* **Data Item container** - used to provide _data item_ sets (e.g., for calculating the difference between two measures). Data item containers have **Options** buttons that allow you to change specific dashboard item settings (e.g., to switch between chart series types or grid column types). +* **Sort indicator** - shows the current sort order for the data item. +* **Coloring indicator** - indicates whether coloring by hue is enabled for the data item. + Specific dashboard items have command buttons that allow you to perform various operations, for instance, to add a new pane to the chart dashboard item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md new file mode 100644 index 0000000000..6fbf8c7a1a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/data-source-browser.md @@ -0,0 +1,32 @@ +--- +title: Data Source Browser +author: Natalia Kazakova +legacyId: 17252 +--- +# Data Source Browser +The **Data Source Browser** allows you to navigate through dashboard data sources. It displays the data source structure and allows you to [bind dashboard items](../bind-dashboard-items-to-data/bind-dashboard-items-to-data.md) to the required data source fields using drag-and-drop operations. The Data Source Browser also enables you to manage [calculated fields](../work-with-data/creating-calculated-fields.md). + +![UIElements_DataSourceBrowser_Browser](../../images/img20675.png) + +The Data Source Browser contains the following elements. +* **Data Source** drop-down list - allows you to select the required data source. +* **Query/Data Member** drop-down list - allows you to select the required query or data member. +* The following **Command buttons** are available. + + The ![UIElements_DataSourceBrowser_GroupFieldsButton](../../images/img20695.png) button groups fields by type. + + The ![UIElements_DataSourceBrowser_SortAscendingButton](../../images/img20696.png) and ![UIElements_DataSourceBrowser_SortDescendingButton](../../images/img20697.png) buttons are used to switch the sort order. + + The ![DataSourceBrowser_RefreshFieldList](../../images/img118211.png) button is used to refresh the Field List. +* **Field List** displays data source fields. You can drag these fields to the [data item placeholders](data-items-pane.md) to specify data binding. + +The Data Source Browser identifies the following data field types. + +| Icon | Description | +|---|---| +| ![field-list-icon-boolean](../../images/img18791.png) | Boolean | +| ![field-list-icon-byte](../../images/img18792.png) | Byte | +| ![field-list-icon-date-time](../../images/img18795.png) | Date-time | +| ![field-list-icon-number](../../images/img18796.png) ![UIElements_DataSourceBrowser_FieldListIconNumericFloat](../../images/img20881.png) | Numeric | +| ![field-list-icon-string](../../images/img18798.png) | String | +| ![field-list-icon-calculated-field](../../images/img18793.png) ![SummaryCalculatedFieldIcon](../../images/img118212.png) | [Calculated field](../work-with-data/creating-calculated-fields.md) | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md new file mode 100644 index 0000000000..65046e251c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor.md @@ -0,0 +1,23 @@ +--- +title: Expression Editor +author: Alexey Zolotarev +legacyId: 7430 +--- +# Expression Editor +The Expression Editor allows you to edit various Boolean or regular expressions in controls: + +![UI_Expression_Editor](../../images/img11049.png) + +In this editor, you can type an expression manually, or select functions, operators and operands using the editor's controls. + +An expression is a string that, when parsed and processed, evaluates some value. Expressions consist of column/field names, constants, operators and functions. Column/field names must be wrapped with brackets. The following are examples of regular expressions: + +_"[Quantity] * [UnitPrice] * (1 - [BonusAmount])"_ + +Boolean expressions: + +_"[Country] == 'USA'"_ + +For more information about syntax you can use in expressions, see [Expression Operators, Functions and Constants](expression-editor/expression-operators-functions-and-constants.md) + +The Expression Editor supports numerous standard functions, allowing you to easily perform different string, date-time, logical and math operations over data. You can access the available functions by selecting the **Functions** category. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/expression-editor/expression-operators-functions-and-constants.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md similarity index 99% rename from interface-elements-for-desktop/articles/expression-editor/expression-operators-functions-and-constants.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md index 18ee9911d4..c22205b1df 100644 --- a/interface-elements-for-desktop/articles/expression-editor/expression-operators-functions-and-constants.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md @@ -10,8 +10,7 @@ The following DevExpress products extend and/or override this syntax. The table |Product | Article | |---|---| -|Reporting | [Expression Constants, Operators, and Functions](~/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expression-language.md) -|Pivot Grid | [Pivot Grid Expression Syntax](../pivot-table/data-editing/pivot-grid-expression-syntax.md) +|Reporting | [Expression Constants, Operators, and Functions](../../../../../eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expression-language.md) ## Operators | Operator | Description | Example | XLS(x) Format Export-Friendly [*See Note](#note---restrictions)| diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md new file mode 100644 index 0000000000..efbbd54e4c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor.md @@ -0,0 +1,15 @@ +--- +title: Filter Editor +author: Alexey Zolotarev +legacyId: 4842 +--- +# Filter Editor +This section describes the capabilities provided by the Filter Editor, which allows users to visually build filters: + +![Filter Editor with Multiple Condition Groups](../../images/img7326.png) + +  + +Topics in this section: +* [Filter Data via the Filter Editor](filter-editor/filter-data-via-the-filter-editor.md) +* [Examples of Using the Filter Editor](filter-editor/examples-of-using-the-filter-editor.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md new file mode 100644 index 0000000000..00f5f2448d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md @@ -0,0 +1,100 @@ +--- +title: Examples of Using the Filter Editor +author: Alexey Zolotarev +legacyId: 4661 +--- +# Examples of Using the Filter Editor +The [Filter Editor](filter-data-via-the-filter-editor.md) allows you to filter data (display those records that meet specific requirements), by visually constructing filter criteria in a straightforward graphical form. + +The following sections demonstrate how to construct filter criteria using the Filter Editor. + +## How to Construct a Simple Filter Condition +Basically, filter conditions specify what data to select from a data source and display in a data-bound control. A typical simple filter condition consists of three parts: the column/field name, operator and a value(s). For instance, '[Discount] >= 0.05' is a simple filter condition, where '[Discount]' is a field name, '>=' is an operator and '0.05' is a value. This condition when applied to a data-aware control will display records that have values in the Discount column greater than or equal to 0.05. Here is how to create this condition via the Filter Editor (it's assumed that the underlying data source contains the Discount column, otherwise, this column will not be accessible in the Filter Editor's column list): +1. **Invoke the Filter Editor.** + + To invoke the Filter Editor in a grid item, right-click any grid column and select the Edit Filter option. + + ![Filter Editor - Invoke from Grid Context Menu](../../../images/img7312.png) + +2. **Select a column**. + + To filter against the Discount column, click the column name field. This will display the list of available columns. Select the Discount column in this list: + + ![Filter Editor - Select Column from List](../../../images/img7314.png) +3. **Select a comparison operator**. + + Click the operator field to choose the required operator. + + ![Filter Editor - Select Comparison Operator](../../../images/img7316.png) + + The comparison operator list displays only those operators that are supported by the current column's data type. For instance, the Discount column is of the numeric type, and the operator list doesn't display the 'Begins with' operator and other operators that are related to strings. +4. **Enter a value**. + + Now, click the value box and enter a comparison value ('0.05'): + + ![Filter Editor - Enter Comparison Value](../../../images/img7317.png) +5. **Save changes**. + + Click OK or Apply, to filter data using the created filter condition. The grid will show the filter panel displaying the current filter criteria: + + ![Filter Editor - Applied Filter with Filter Panel](../../../images/img7318.png) + + The filter panel will contain the 'Edit Filter' button, which also allows you to invoke the Filter Editor. + +## How to Construct Filter Criteria with Multiple Conditions Joined by One Logical Operator +Filter criteria typically consist of two or more simple filter conditions combined by logical operators (AND, OR, NOT AND, NOT OR). The following example shows how to construct filter criteria in the Filter Editor that consist of multiple conditions combined by one logical operator. The "[ProductName] = 'Tofu' AND [Discount] >= 0.1 AND [Quantity] > 99" filter expression contains three simple filter conditions combined by the AND operator. To construct it, do the following: +1. Invoke the Filter Editor. The Filter Editor may display an unfinished new filter condition: + + ![Filter Editor - Initial State with Empty Condition](../../../images/img7328.png) +2. Set the condition's operator to Equals and operand value to 'Tofu' (as described in the previous section): + + ![Filter Editor - First Condition Set](../../../images/img7329.png) +3. To add one more condition, press the ![Add Button](../../../images/img7350.png) button next to the group's AND operator. This will create a new condition under the current one: + + ![Filter Editor - Add Second Condition](../../../images/img7330.png) + +4. For the second condition, set the column to 'Unit Price', operator to '>=' and operand value to '100': + + ![Filter Editor - Second Condition Configured](../../../images/img7332.png) +5. To add a third condition to the same group, click the ![Add Button](../../../images/img7350.png) button again. Set the condition's column to 'Units in Stock', operator to '>' and operand value to '50'. Below is the result: + + ![Filter Editor - Three Conditions with AND Operator](../../../images/img7327.png) +6. Click OK or Apply, to apply the created filter criteria. + +## How to Construct Filter Criteria Involving Different Logical Operators +Some filter criteria contain multiple logical (Boolean) operators combining simple filter conditions. For instance, you want to see items whose price is under 10, and at the same time, the available quantity is also less than 10. At the same time, you may also want to see those items whose price is over 10, while the available quantity is also greater than 10. + +The resulting condition will look like this: + +``(Price is less than 10 AND Quantity is less than 10) OR (Price is greater than 10 AND Quantity is greater than 10)`` + +This is how you can do this: +1. Invoke the Filter Editor. +2. Clear existing filter conditions (if any) by clicking the ![Delete Button](../../../images/img7351.png) button: + + ![Filter Editor - Clear Existing Conditions](../../../images/img7394.png) +3. Change the root logical operator to OR. To do this, click the current AND operator and select OR: + + ![Filter Editor - Change Operator to OR](../../../images/img7396.png) +4. Add a new filter condition group by clicking the OR operator and selecting Add Group. + + ![Filter Editor - Add First Condition Group](../../../images/img7398.png) +5. For the created condition, set the column to 'UnitPrice', operator to '<' and operand value to '10': + + ![Filter Editor - First Group First Condition](../../../images/img7399.png) +6. Click the ![Add Button](../../../images/img7350.png) button to add a new condition to the current group: + + ![Filter Editor - Add Condition to First Group](../../../images/img7403.png) +7. For the new condition, set the column to 'Quantity', operator to '<' and operand value to '10': + + ![Filter Editor - First Group Second Condition](../../../images/img7405.png) +8. Add a new filter condition group. To do this, click the root OR operator and select Add Group. + + ![Filter Editor - Add Second Condition Group](../../../images/img7406.png) +9. For the condition within the created group, set the column to 'UnitPrice', operator to '>' and operand value to '10': + + ![Filter Editor - Second Group First Condition](../../../images/img7407.png) +10. Click the ![Add Button](../../../images/img7350.png) button to add a new condition to the new group. For the new condition, set the column to 'Quantity', operator to '>' and operand value to '10': + + ![Filter Editor - Complete Filter with Multiple Groups](../../../images/img7410.png) +12. Click OK or Apply, to apply the created filter criteria. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md similarity index 88% rename from interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md index 336f07b66d..936c17538e 100644 --- a/interface-elements-for-desktop/articles/filter-editor/filter-data-via-the-filter-editor.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md @@ -5,22 +5,22 @@ legacyId: 4659 --- # Filter Data via the Filter Editor ## Filter Editor -The **Filter Editor** is used to edit filter criteria. To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../images/img7351.png) buttons embedded into the control and context menus supported by the editor's elements: +The **Filter Editor** is used to edit filter criteria. To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../../images/img7351.png) buttons embedded into the control and context menus supported by the editor's elements: -![FilterEditor_Illustration](../../images/img5357.png) +![Filter Editor Interface](../../../images/img5357.png) **Remarks** A filter condition **group** is a set of conditions combined by the same logical operator. The following filter expression contains two groups combined by the logical OR operator: "([Product] = 'Chang' And [Quantity] > 20) Or ([Product] In ('Tofu', 'Konbu') And [Quantity] < 100)". In the Filter Editor it's represented as follows: -![CD_FilterEditor_2Groups](../../images/img7326.png) +![Filter Editor with Two Condition Groups](../../../images/img7326.png) For step-by-step examples of creating filter criteria, see [Examples of Using the Filter Editor](examples-of-using-the-filter-editor.md). ## Add Conditions To add a condition to a logical group, do one of the following: * Focus any condition within the group or the group's logical operator and then press INSERT or ADD on the keyboard. -* Click the ![FilterEditor_EU_AddButton](../../images/img7350.png) button for the group. +* Click the ![Add Button](../../../images/img7350.png) button for the group. * Click the group's logical operator and select **Add Condition**. To add a condition or a group of conditions that have been copied to the clipboard, press CTRL+V or SHIFT+INSERT. The new condition will be added to the focused group. @@ -28,7 +28,7 @@ To add a condition or a group of conditions that have been copied to the clipboa ## Delete Conditions To delete a condition, do one of the following: * Focus the condition and press DELETE or SUBTRACT. -* Click the ![FilterEditor_EU_DeleteButton](../../images/img7351.png) button. +* Click the ![Delete Button](../../../images/img7351.png) button. To delete a group of conditions, do one of the following: * Focus the group's logical operator and press DELETE or SUBTRACT diff --git a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/print-preview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md similarity index 83% rename from dashboard-for-desktop/articles/dashboard-designer/ui-elements/print-preview.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md index c5a4bd95b3..2d4444471e 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/ui-elements/print-preview.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/ui-elements/print-preview.md @@ -1,24 +1,24 @@ ---- -title: Print Preview -author: Natalia Kazakova -legacyId: 17254 ---- -# Print Preview -This document describes the **Print Preview** window, which displays the dashboard/dashboard item as it will appear on paper. - -![PrintPreviewRibbon](../../../images/img22919.png) - -## Specific Options -In the Print Preview, you can change the orientation and size of the printed page, specify the margins, scale the document, etc. To learn more, see [Print Preview for WinForms](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms.md). - -You can also customize printing options specific to a dashboard/dashboard item. To do this, click the **Options** button in the **Print** group. -When previewing the dashboard, the following **Options** dialog will be invoked. - -![PrintPreview_OptionsDialog_Dashboard](../../../images/img22920.png) -* **Show Title** - Specifies whether or not to show the dashboard title/dashboard item caption as the printed document title. -* **Title** - Specifies the title of the printed document. -* **Include | Filters** - Allows you to include master filter values to the printed document. -* **Include | Parameters** - Allows you to include parameter values to the printed document. -* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. - +--- +title: Print Preview +author: Natalia Kazakova +legacyId: 17254 +--- +# Print Preview +This document describes the **Print Preview** window, which displays the dashboard/dashboard item as it will appear on paper. + +![PrintPreviewRibbon](../../images/img22919.png) + +## Specific Options +In the Print Preview, you can change the orientation and size of the printed page, specify the margins, scale the document, etc. + +You can also customize printing options specific to a dashboard/dashboard item. To do this, click the **Options** button in the **Print** group. +When previewing the dashboard, the following **Options** dialog will be invoked. + +![PrintPreview_OptionsDialog_Dashboard](../../images/img22920.png) +* **Show Title** - Specifies whether or not to show the dashboard title/dashboard item caption as the printed document title. +* **Title** - Specifies the title of the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + This dialog can contain different options, depending on the dashboard item. To learn more, see the documentation for the required [dashboard item](../../dashboard-viewer/dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md new file mode 100644 index 0000000000..c7686a1a7e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/undo-and-redo-operations.md @@ -0,0 +1,17 @@ +--- +title: Undo and Redo Operations +author: Natalia Kazakova +legacyId: 17926 +--- +# Undo and Redo Operations +The **Dashboard Designer** keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. + +![UndoRedoButtons_Ribbon](../images/img23905.png) + +To undo/redo the last action, use the following buttons. + +![WinDesigner_UndoRedoSingleAction](../images/img127298.png) + +To undo/redo several actions at once, click the arrow next to **Undo**/**Redo** button and select the actions in the list that you want to undo/redo. + +![UndoButtonSeveralActions_Ribbon](../images/img23910.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-designer/work-with-data.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data.md diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/creating-calculated-fields.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md similarity index 81% rename from dashboard-for-desktop/articles/dashboard-designer/work-with-data/creating-calculated-fields.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md index 281e1a8d43..f031b7d761 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/creating-calculated-fields.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/creating-calculated-fields.md @@ -1,57 +1,57 @@ ---- -title: Creating Calculated Fields -author: Natalia Kazakova -legacyId: 15765 ---- -# Creating Calculated Fields -The Dashboard Designer provides the capability to create calculated fields that allow you to apply complex expressions to data fields that are obtained from the dashboard's data source. You can use these fields in data visualizations as regular data source fields. -* [Creating a Calculated Field](#creating-a-calculated-field) -* [Editing a Calculated Field](#editing-a-calculated-field) - -> [!NOTE] -> Note that calculated fields are not supported for [OLAP](../provide-data/connecting-to-olap-cubes.md) data sources. - -## Creating a Calculated Field -After you have created a data source, you can add a new calculated field based on the existing data source fields. - -To create a calculated field, select the required data source (and the required [query](manage-sql-queries.md)/data member, if applicable) in the [Data Source Browser](../ui-elements/data-source-browser.md) and click the **Add Calculated Field** button in the Ribbon's Data Source tab... - -![CalculatedFileds_AddCalculatedFieldButton_Ribbon](../../../images/img21578.png) - -...or right-click the Field List and select **Add Calculated Field** in the context menu. - -![CalculatedFileds_AddCalculatedField_ContextMenu](../../../images/img21581.png) - -This invokes the **Expression Editor** dialog, which allows you to specify an [expression](../data-analysis/expression-constants-operators-and-functions.md) that will be used to obtain calculated field values. Here, you can construct the required expression. - -![CalculatedFileds_ExpressionEditor](../../../images/img21580.png) - -You can use the following elements in expressions. -* Functions - - > [!NOTE] - > To learn how to use **Aggregate** functions, see [Aggregations](../data-analysis/aggregations.md). The [Expression Operators, Functions and Constants](../data-analysis/expression-constants-operators-and-functions.md) topic lists the functions (**DateTime**, **Math**, **String**, etc.) supported by expressions. -* Operators -* Columns -* Constants -* [Parameters](../data-analysis/using-dashboard-parameters.md) - -After the expression has been specified, click **OK**. This displays a new calculated field in the data source structure. - -![CalculatedFileds_DataSourceStructure](../../../images/img21582.png) - -Now you can specify the required calculated field type, change its default name, etc. - -## Editing a Calculated Field -To edit a calculated field, use its context menu. - -![CalculatedFileds_FieldContextMenu](../../../images/img21583.png) - -This menu contains the following items. - -| Item | Description | -|---|---| -| **Edit Expression...** | Invokes the [Expression Editor](~/interface-elements-for-desktop/articles/expression-editor.md) dialog, which allows you to change an expression for an existing calculated field. | -| **Field Type** | Specifies the type of the calculated field. | -| **Rename** | Changes the calculated field name. | +--- +title: Creating Calculated Fields +author: Natalia Kazakova +legacyId: 15765 +--- +# Creating Calculated Fields +The Dashboard Designer provides the capability to create calculated fields that allow you to apply complex expressions to data fields that are obtained from the dashboard's data source. You can use these fields in data visualizations as regular data source fields. +* [Creating a Calculated Field](#creating-a-calculated-field) +* [Editing a Calculated Field](#editing-a-calculated-field) + +> [!NOTE] +> Note that calculated fields are not supported for [OLAP](../provide-data/connecting-to-olap-cubes.md) data sources. + +## Creating a Calculated Field +After you have created a data source, you can add a new calculated field based on the existing data source fields. + +To create a calculated field, select the required data source (and the required [query](manage-sql-queries.md)/data member, if applicable) in the [Data Source Browser](../ui-elements/data-source-browser.md) and click the **Add Calculated Field** button in the Ribbon's Data Source tab... + +![CalculatedFileds_AddCalculatedFieldButton_Ribbon](../../images/img21578.png) + +...or right-click the Field List and select **Add Calculated Field** in the context menu. + +![CalculatedFileds_AddCalculatedField_ContextMenu](../../images/img21581.png) + +This invokes the **Expression Editor** dialog, which allows you to specify an [expression](../data-analysis/expression-constants-operators-and-functions.md) that will be used to obtain calculated field values. Here, you can construct the required expression. + +![CalculatedFileds_ExpressionEditor](../../images/img21580.png) + +You can use the following elements in expressions. +* Functions + + > [!NOTE] + > To learn how to use **Aggregate** functions, see [Aggregations](../data-analysis/aggregations.md). The [Expression Operators, Functions and Constants](../data-analysis/expression-constants-operators-and-functions.md) topic lists the functions (**DateTime**, **Math**, **String**, etc.) supported by expressions. +* Operators +* Columns +* Constants +* [Parameters](../data-analysis/using-dashboard-parameters.md) + +After the expression has been specified, click **OK**. This displays a new calculated field in the data source structure. + +![CalculatedFileds_DataSourceStructure](../../images/img21582.png) + +Now you can specify the required calculated field type, change its default name, etc. + +## Editing a Calculated Field +To edit a calculated field, use its context menu. + +![CalculatedFileds_FieldContextMenu](../../images/img21583.png) + +This menu contains the following items. + +| Item | Description | +|---|---| +| **Edit Expression...** | Invokes the [Expression Editor](../ui-elements/expression-editor.md) dialog, which allows you to change an expression for an existing calculated field. | +| **Field Type** | Specifies the type of the calculated field. | +| **Rename** | Changes the calculated field name. | | **Delete** | Removes the existing calculated field from the data source. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md new file mode 100644 index 0000000000..c93cd33365 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/data-inspector.md @@ -0,0 +1,32 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw and aggregated data. + + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. +* [Measures](../dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +Raw Data: + +![](../../images/data-inspector-raw.png) diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/edit-connection-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md similarity index 75% rename from dashboard-for-desktop/articles/dashboard-designer/work-with-data/edit-connection-parameters.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md index 6cb6619b64..a9e1706a59 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/edit-connection-parameters.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/edit-connection-parameters.md @@ -1,19 +1,19 @@ ---- -title: Edit Connection Parameters -author: Natalia Kazakova -legacyId: 114167 ---- -# Edit Connection Parameters -After you [connected](../provide-data/connecting-to-sql-databases.md) to the data store and selected the required data, you can edit the connection parameters used to establish a connection. - -To edit connection parameters for the selected data source, click the **Edit Connection** button in the **Data Source** ribbon tab. - -![EditConnectionButton_Ribbon](../../../images/img118181.png) - -In the invoked **Connection Editon** dialog, click **Next**. - -![ConnectionEditor_Page1](../../../images/img118182.png) - -On the next page, you can specify new connection parameters. - -![ConnectionEditor_Page2](../../../images/img118183.png) \ No newline at end of file +--- +title: Edit Connection Parameters +author: Natalia Kazakova +legacyId: 114167 +--- +# Edit Connection Parameters +After you [connected](../provide-data/connecting-to-sql-databases.md) to the data store and selected the required data, you can edit the connection parameters used to establish a connection. + +To edit connection parameters for the selected data source, click the **Edit Connection** button in the **Data Source** ribbon tab. + +![EditConnectionButton_Ribbon](../../images/img118181.png) + +In the invoked **Connection Editon** dialog, click **Next**. + +![ConnectionEditor_Page1](../../images/img118182.png) + +On the next page, you can specify new connection parameters. + +![ConnectionEditor_Page2](../../images/img118183.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md new file mode 100644 index 0000000000..7df306c06b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/filter-queries.md @@ -0,0 +1,59 @@ +--- +title: Filter Queries +author: Natalia Kazakova +legacyId: 115239 +--- +# Filter Queries +SQL queries constructed in the [Query Builder](using-the-query-builder.md) can be filtered by including WHERE clauses to the query. Filtering can be applied to either underlying or aggregated data. You can also limit the number of returned records when filtering data. +* [Invoke the Filter Editor](#invoke-the-filter-editor) +* [Filter Data](#filter-data) +* [Add Limits](#add-limits) + +## Invoke the Filter Editor +To filter data in the Query Builder, click the **Filter...** button... in the **Data Source** ribbon tab... + +![EditQueriesButton_Ribbon](../../images/img118162.png) + +... or use a corresponding button within the [Query Builder](using-the-query-builder.md). This will invoke the [Filter Editor](../ui-elements/filter-editor/filter-data-via-the-filter-editor.md) dialog, which allows you to build filter criteria. + +![FilterEditorDialog_SqlDataSource](../../images/img121069.png) + +The **Filter** tab allows you to filter underlying data while the **Group Filter** tab provides the capability to filter data aggregated on the server side. + +## Filter Data +In the Filter Editor, you can compare a field value with the following objects. +* _A static value_ (represented by the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) icon). Click this button to switch to the next item mode ("another field value") to compare the field value with another field value. +* _Another field value_ (represented by the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) icon). Click this button to switch to the next item mode (“parameter value”) to compare the field value with a parameter value. +* _A parameter value_ (represented by the ![Parameters_FilterEditor_CompareButton3](../../images/img21825.png) icon). Click this button to switch back to the initial mode ("static value") to compare the field value with a static value. + +Thus, you can pass the [query parameter](pass-query-parameters.md) to the filter string. To do this, click the ![Parameters_FilterEditor_CompareButton](../../images/img21820.png) button, then click the ![Parameters_FilterEditor_CompareButton2](../../images/img21824.png) button and finally click _<select a parameter>_. + +![FilterEditorDialog_AddParameterMenu](../../images/img121070.png) + +In the invoked popup menu, you can choose from the following options. +* **Add Query Parameter** - allows you to create a new [query parameter](pass-query-parameters.md). The following dialog will be invoked. + + ![CreateQueryParameterDialog](../../images/img121074.png) + + In this dialog, you can specify a parameter's name (**Name**), type (**Type**) and value (**Value**). + + If the current query already contains query parameters, they will be displayed within the popup menu. +* **Bind to** - allows you to pass a [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to a filter string. You can choose from the list of predefined dashboard parameters or create a new dashboard parameter by selecting **Add Dashboard Parameter**. If you selected **Add Dashboard Parameter**, the following dialog will be invoked. + + ![CreateDashboardParameterDialog](../../images/img121075.png) + + In this dialog, you can specify settings of the dashboard parameter to be created. To learn more, see [Creating Parameters](../data-analysis/using-dashboard-parameters/creating-parameters.md). + + After you specified the required settings, click **OK**. A new dashboard parameter along with a new query parameter will be created. Note that created dashboard and query parameters will be bound automatically. + +The **Group Filter** tab of the Filter Editor allows you to apply filtering to grouped/aggregated data fields by including HAVING clauses to the query. Grouping and aggregation are managed by the **Group By** and **Aggregate** options in the Query Builder. To learn more, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. + +## Add Limits +The Filter Editor also allows you to limit the number of returned records. To do this, enable the **Select only** checkbox and specify the number of records to be returned. + +![FilterEditorDialog_TopSkip](../../images/img121073.png) + +You can also skip the required number of records in the returned dataset by specifying the **records starting with index** value. + +> [!NOTE] +> Note that the **Sorting type** should be specified in the Query Builder to enable the capability to skip the specified number of records. To learn how to apply sorting, see the **Edit Column Settings** paragraph in the [Query Builder](using-the-query-builder.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md new file mode 100644 index 0000000000..b9e3657a7d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/manage-sql-queries.md @@ -0,0 +1,18 @@ +--- +title: Manage SQL Queries +author: Natalia Kazakova +legacyId: 114168 +--- +# Manage SQL Queries +After you [connect](../provide-data/connecting-to-sql-databases.md) to the data store and select the required data, you can edit the resulting query/[stored procedure](stored-procedures.md) or add another query/stored procedure to the data source. + +To manage queries for the current data source, use buttons from the **Query** group in the **Data Source** ribbon tab. + +![EditQueriesButton_Ribbon](../../images/img118162.png) + +You can perform the following actions. +* **Add Query** - Adds a new query to the data source. Clicking this button invokes the [Query Editor](using-the-query-editor.md) dialog that allows you to create a new query by invoking the [Query Builder](using-the-query-builder.md) or to select the existing [stored procedure](stored-procedures.md). +* **Edit** - Modifies the selected query/stored procedure using the [Query Editor](using-the-query-editor.md). +* **Rename** - Renames the selected query. +* **Filter** - Filters the selected query. To learn more, see the [Filter Queries](filter-queries.md) topic. +* **Delete** - Removes the selected query. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md new file mode 100644 index 0000000000..f88bb2f968 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/pass-query-parameters.md @@ -0,0 +1,21 @@ +--- +title: Pass Query Parameters +author: Natalia Kazakova +legacyId: 15763 +--- +# Pass Query Parameters +The [Query Builder](using-the-query-builder.md) allows you to add query parameters when creating a filter criteria. To specify settings of an added query parameter, click **Next** in the [Query Editor](using-the-query-editor.md) dialog. + +![QueryEditorDialog_CustomSqlWithParameter](../../images/img118169.png) + +On the next page, add a new parameter (using the **Add** button) and specify its settings. + +![QueryEditorDialog_Page2](../../images/img121065.png) +* **Name** - Specifies a parameter's name. +* **Type** - Specifies the parameter's type. +* **Expression** - Specifies whether an expression is used to specify a parameter's value. +* **Value** - Specifies the parameter's value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters/creating-parameters.md) to pass to the SQL query. + +Use the **Remove** button to remove query parameters. + +Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modification. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md new file mode 100644 index 0000000000..781e9b3ff8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/preview-data.md @@ -0,0 +1,11 @@ +--- +title: Preview Data +author: Natalia Kazakova +legacyId: 114171 +--- +# Preview Data +The [Query Editor](using-the-query-editor.md) and [Query Builder](using-the-query-builder.md) allow you to preview data returned after a query/[stored procedure](stored-procedures.md) execution. To do this, click the **Preview...** button. + +![DataPreviewDialog_CustomSQLWithParameter](../../images/img118185.png) + +This invokes the **Data Preview** window containing data returned after executing the current query/stored procedure. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md new file mode 100644 index 0000000000..39d0bbcfb0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/stored-procedures.md @@ -0,0 +1,19 @@ +--- +title: Stored Procedures +author: Natalia Kazakova +legacyId: 114170 +--- +# Stored Procedures +If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Query Editor](using-the-query-editor.md) dialog, select the required stored procedure and click **Next**. + +![QueryEditorDialog_StoredProcedure](../../images/img118171.png) + +On the next page, you can specify the parameter settings. + +![QueryEditorDialog_StoredProcedureParameters](../../images/img118172.png) +* **Name** - Displays the parameter name. +* **Type** - Displays the parameter type. +* **Expression** - Specifies whether the expression is used to specify a parameter value. +* **Value** - Specifies a parameter value. If the **Expression** check box is checked, you can invoke the **Expression Editor** dialog to specify the required [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) or select an existing [dashboard parameter](../data-analysis/using-dashboard-parameters.md) to use it as a stored procedure parameter. + +Click the [Preview...](preview-data.md) button to preview the query result. Then, click **Finish** to complete query modifying. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-builder.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md similarity index 83% rename from dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-builder.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md index 9bcd2151b2..779580b8c0 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-builder.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-builder.md @@ -1,98 +1,98 @@ ---- -title: Using the Query Builder -author: Natalia Kazakova -legacyId: 16526 ---- -# Using the Query Builder -In the **Query Builder** dialog, you can add data tables and views to the data source, and select which columns to include. The Query Builder automatically joins the related tables, so all you need to do is drag-and-drop. - -![DataBinding_QueryDesignerPanes](../../../images/img24708.png) -* [Add Tables](#add-tables) -* [Join Tables](#join-tables) -* [Edit Column Settings](#edit-column-settings) -* [Filter Data](#filter-data) -* [Customize SQL Query](#customize-sql-query) -* [Preview Data](#preview-data) - -## Add Tables -To add the required tables/views to a data source, double-click the table (or view) or drag-and-drop it from the **Tables** pane onto the **Diagram** pane. - -![DataBinding_QueryDesigner_Drag-And-Drop](../../../images/img18487.png) - -Then, select the required columns. - -![DataBinding_QueryDesigner_SelectColumns](../../../images/img18486.png) - -## Join Tables -Note that if at least one table has been added to the **Diagram** pane, the **Tables** pane highlights tables that have a relationship with any of the recently added tables. - -![QueryBuilder_HighlightedTables](../../../images/img123530.png) - -To join the already added table with an another table, do one of the following. -* Click the ![QueryBuilder_JoinPlusIcon](../../../images/img125149.png) button next to the foreign key column (_SupplierID_ and _CategoryID_ in the image above). -* Drag and drop the highlighted table from the **Tables** pane to **Diagram** pane. - -The Query Builder will display a relationship between tables. - -![QueryBuilder_JoinedTables](../../../images/img127042.png) - -To edit this relation, select it and use its context menu. - -![QueryBuilder_RelationContextMenu](../../../images/img127043.png) - -The following commands are available. -* **Edit Relation** - Allows you to edit the selected relation. Clicking this menu item invokes the **Join Editor** dialog. - - ![QueryBuilder_JoinEditorNew](../../../images/img127044.png) - - First, check the join type. You can specify it in the **Join type** combo box (_Inner join_ or _Left outer join_). - To edit column and table names in the existing condition, click the name you wish to replace and choose a different name from the popup menu. - - > [!NOTE] - > Note that the **Join Editor** dialog will be invoked automatically if you join tables that do not have a relationship at the database level. -* **Delete Relation** - Removes the selected relation. Note that this action removes the joined table(s). - -## Edit Column Settings -After you have added the tables and selected the required columns, you can change settings for each column in the **Grid** pane. - -![QueryBuilder_GridPane](../../../images/img119322.png) - -The following settings are available for each column. -* Use **Column** to select the required column from the combo box or add a new column. If necessary, you can customize a column expression. To do this, click the ellipsis button for the required column and specify the [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) in the invoked **Expression Editor** dialog. -* The **Table** column displays corresponding table names. -* The **Alias** column allows you to specify the column alias. - - > [!NOTE] - > Note that aggregated columns should always have an alias. -* The **Output** column allows you to choose whether to include specific columns to the query. -* Use the **Sorting type** combo box to specify the sort order of column values. The **Sort order** column allows you to specify the order in which several columns are sorted. -* The **Group By** statement is used in conjunction with the aggregate functions to group the result-set by one or more columns. -* The **Aggregate** option allows you to specify the aggregate function used to aggregate column values. - - > [!NOTE] - > Note that you should apply aggregation/grouping either to all columns or to none of them. - -## Filter Data -To filter data in the Query Builder, click the **Filter...** button. This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. - -![FilterEditorDialog_SqlDataSource](../../../images/img121069.png) - -To learn more, see [Filter Queries](filter-queries.md). - -## Customize SQL Query -> [!IMPORTANT] -> Note that the Query Builder does not allow you to use custom SQL queries by default. - -After you add the required tables, you can customize the automatically generated SQL query. To do this, enable the **Allow Edit SQL** check box and edit the SQL query displayed in the **SQL** pane. - -![DataBinding_QueryDesigner_SQLViewCut](../../../images/img24709.png) - -For instance, you can add a WHERE clause to the SQL expression. - -> [!NOTE] -> Note that if you edit the automatically generated query and uncheck the **Allow Edit SQL** check box, your changes will be discarded, and the generated query will be restored. - -## Preview Data -The Query Builder allows you to preview data for the created SQL query. To do this, click the **Preview Results...** button. - +--- +title: Using the Query Builder +author: Natalia Kazakova +legacyId: 16526 +--- +# Using the Query Builder +In the **Query Builder** dialog, you can add data tables and views to the data source, and select which columns to include. The Query Builder automatically joins the related tables, so all you need to do is drag-and-drop. + +![DataBinding_QueryDesignerPanes](../../images/img24708.png) +* [Add Tables](#add-tables) +* [Join Tables](#join-tables) +* [Edit Column Settings](#edit-column-settings) +* [Filter Data](#filter-data) +* [Customize SQL Query](#customize-sql-query) +* [Preview Data](#preview-data) + +## Add Tables +To add the required tables/views to a data source, double-click the table (or view) or drag-and-drop it from the **Tables** pane onto the **Diagram** pane. + +![DataBinding_QueryDesigner_Drag-And-Drop](../../images/img18487.png) + +Then, select the required columns. + +![DataBinding_QueryDesigner_SelectColumns](../../images/img18486.png) + +## Join Tables +Note that if at least one table has been added to the **Diagram** pane, the **Tables** pane highlights tables that have a relationship with any of the recently added tables. + +![QueryBuilder_HighlightedTables](../../images/img123530.png) + +To join the already added table with an another table, do one of the following. +* Click the ![QueryBuilder_JoinPlusIcon](../../images/img125149.png) button next to the foreign key column (_SupplierID_ and _CategoryID_ in the image above). +* Drag and drop the highlighted table from the **Tables** pane to **Diagram** pane. + +The Query Builder will display a relationship between tables. + +![QueryBuilder_JoinedTables](../../images/img127042.png) + +To edit this relation, select it and use its context menu. + +![QueryBuilder_RelationContextMenu](../../images/img127043.png) + +The following commands are available. +* **Edit Relation** - Allows you to edit the selected relation. Clicking this menu item invokes the **Join Editor** dialog. + + ![QueryBuilder_JoinEditorNew](../../images/img127044.png) + + First, check the join type. You can specify it in the **Join type** combo box (_Inner join_ or _Left outer join_). + To edit column and table names in the existing condition, click the name you wish to replace and choose a different name from the popup menu. + + > [!NOTE] + > Note that the **Join Editor** dialog will be invoked automatically if you join tables that do not have a relationship at the database level. +* **Delete Relation** - Removes the selected relation. Note that this action removes the joined table(s). + +## Edit Column Settings +After you have added the tables and selected the required columns, you can change settings for each column in the **Grid** pane. + +![QueryBuilder_GridPane](../../images/img119322.png) + +The following settings are available for each column. +* Use **Column** to select the required column from the combo box or add a new column. If necessary, you can customize a column expression. To do this, click the ellipsis button for the required column and specify the [expression](../../dashboard-designer/data-analysis/expression-constants-operators-and-functions.md) in the invoked **Expression Editor** dialog. +* The **Table** column displays corresponding table names. +* The **Alias** column allows you to specify the column alias. + + > [!NOTE] + > Note that aggregated columns should always have an alias. +* The **Output** column allows you to choose whether to include specific columns to the query. +* Use the **Sorting type** combo box to specify the sort order of column values. The **Sort order** column allows you to specify the order in which several columns are sorted. +* The **Group By** statement is used in conjunction with the aggregate functions to group the result-set by one or more columns. +* The **Aggregate** option allows you to specify the aggregate function used to aggregate column values. + + > [!NOTE] + > Note that you should apply aggregation/grouping either to all columns or to none of them. + +## Filter Data +To filter data in the Query Builder, click the **Filter...** button. This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. + +![FilterEditorDialog_SqlDataSource](../../images/img121069.png) + +To learn more, see [Filter Queries](filter-queries.md). + +## Customize SQL Query +> [!IMPORTANT] +> Note that the Query Builder does not allow you to use custom SQL queries by default. + +After you add the required tables, you can customize the automatically generated SQL query. To do this, enable the **Allow Edit SQL** check box and edit the SQL query displayed in the **SQL** pane. + +![DataBinding_QueryDesigner_SQLViewCut](../../images/img24709.png) + +For instance, you can add a WHERE clause to the SQL expression. + +> [!NOTE] +> Note that if you edit the automatically generated query and uncheck the **Allow Edit SQL** check box, your changes will be discarded, and the generated query will be restored. + +## Preview Data +The Query Builder allows you to preview data for the created SQL query. To do this, click the **Preview Results...** button. + This invokes the [Data Preview](preview-data.md) window containing data returned after executing the query. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-editor.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md similarity index 89% rename from dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-editor.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md index 968f438180..6ebb0703f4 100644 --- a/dashboard-for-desktop/articles/dashboard-designer/work-with-data/using-the-query-editor.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-designer/work-with-data/using-the-query-editor.md @@ -1,19 +1,19 @@ ---- -title: Using the Query Editor -author: Natalia Kazakova -legacyId: 115238 ---- -# Using the Query Editor -The **Query Editor** dialog allows you to create new SQL queries or edit the existing queries created using the [Data Source](../provide-data/connecting-to-sql-databases.md) wizard. Optionally, you can add [query parameters](pass-query-parameters.md). - -The Query Editor can contain two pages depending on the current query. -1. The first page allows you to specify the query or select the [stored procedure](stored-procedures.md). - - ![QueryEditorDialog_Page1](../../../images/img118164.png) - - You can choose the following options to create/modify a query. - * Select the **Query** option and run the [Query Builder](using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and displays the resulting SQL query within the **SQL String** editor. - * If available, select the **Stored Procedure** option to select one of the [stored procedures](stored-procedures.md) from the database. -2. The second page of the Query Editor allows you to add or modify [query parameters](pass-query-parameters.md). - - ![QueryEditorDialog_Page2](../../../images/img121065.png) \ No newline at end of file +--- +title: Using the Query Editor +author: Natalia Kazakova +legacyId: 115238 +--- +# Using the Query Editor +The **Query Editor** dialog allows you to create new SQL queries or edit the existing queries created using the [Data Source](../provide-data/connecting-to-sql-databases.md) wizard. Optionally, you can add [query parameters](pass-query-parameters.md). + +The Query Editor can contain two pages depending on the current query. +1. The first page allows you to specify the query or select the [stored procedure](stored-procedures.md). + + ![QueryEditorDialog_Page1](../../images/img118164.png) + + You can choose the following options to create/modify a query. + * Select the **Query** option and run the [Query Builder](using-the-query-builder.md) by clicking the **Run Query Builder...** button. The Query Builder allows you to choose the required tables/columns visually and displays the resulting SQL query within the **SQL String** editor. + * If available, select the **Stored Procedure** option to select one of the [stored procedures](stored-procedures.md) from the database. +2. The second page of the Query Editor allows you to add or modify [query parameters](pass-query-parameters.md). + + ![QueryEditorDialog_Page2](../../images/img121065.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md similarity index 97% rename from dashboard-for-desktop/articles/dashboard-viewer.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md index 0cfe0f89f8..3d254e16cd 100644 --- a/dashboard-for-desktop/articles/dashboard-viewer.md +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer.md @@ -6,7 +6,7 @@ legacyId: 15759 # Dashboard Viewer The **Dashboard Viewer** provides the capability to display dashboards in Windows Forms applications. -![WinViewerOverview](../images/img124551.png) +![WinViewerOverview](images/img124551.png) ## Data Presentation The topics in this section provide information on how the **Dashboard Viewer** presents data. diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items.md diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/cards.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md new file mode 100644 index 0000000000..a83ce240fa --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/data-presentation-basics.md @@ -0,0 +1,18 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16673 +--- +# Data Presentation Basics +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![MainFeatures_Cards](../../../images/img18174.png) + +The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) area or in the context menu. + +![Cards_SwitchValues](../../../images/img22412.png) + +## Tooltip +A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. + +![CardSparkline_Tooltip](../../../images/img23716.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md new file mode 100644 index 0000000000..0337686a16 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16672 +--- +# Interactivity +This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a card (or multiple cards by holding down the **CTRL** key) to make other dashboard items only display data related to the selected card(s). + +![Anim_Cards_MasterFilter](../../../images/img19996.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a card to view the details. + +![Anim_Cards_DrillDown](../../../images/img19995.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a card. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Card** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md new file mode 100644 index 0000000000..c35a81d5bb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/cards/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17243 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Card** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Card dashboard item using a [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether or not cards are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/chart.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md new file mode 100644 index 0000000000..a62368ad26 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/data-presentation-basics.md @@ -0,0 +1,24 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16658 +--- +# Data Presentation Basics +The **Chart** dashboard item presents data visually using different types of series. + +![MainFeatures_Chart](../../../images/img18175.png) + +A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. + +The Chart dashboard item includes the following series types. +* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. +* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. +* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. +* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. +* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. +* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. + +## Tooltip +The Chart dashboard item can display a tooltip that shows information on a hovered series point. + +![Chart_CrosshairLabel](../../../images/img22368.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md new file mode 100644 index 0000000000..fae67fed46 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/interactivity.md @@ -0,0 +1,56 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16659 +--- +# Interactivity +This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Chart dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. + + ![Chart_Interactivity_FilterByArguments](../../../images/img19303.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![Chart_Interactivity_FilterBySeries](../../../images/img19304.png) +* **Filtering by Points** + + When filtering by points is enabled, you can click a individual point to make other dashboard items display only data related to the selected point. + + ![Chart_Interactivity_FilterByPoints](../../../images/img120412.png) + +To reset filtering, use the **Clear Master Filter** button in the Chart's [caption](../../data-presentation/dashboard-layout.md), or corresponding command in the Chart's context menu. + +![Chart_Interactivity_ClearFiltering](../../../images/img19312.png) + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Chart dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + + ![Chart_Interactivity_DrillDownOnArguments](../../../images/img21870.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a series point. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + + ![Chart_Interactivity_DrillDownOnSeries](../../../images/img21871.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by double-clicking a series point. + +To return to the previous detail level (drill up), use the **Drill Up** button within the Chart [caption](../../data-presentation/dashboard-layout.md) area, or the corresponding command in the Chart's context menu. + +![Chart_Interactivity_DrillUp](../../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md new file mode 100644 index 0000000000..053507e917 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/chart/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17240 +--- +# Printing and Exporting +Dashboard allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes printing/exporting specifics for the **Chart** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +The following options are available when exporting the Chart dashboard item to a PDF. + +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used to export a Chart dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/choropleth-map.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md new file mode 100644 index 0000000000..742bcd91a6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md @@ -0,0 +1,27 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16679 +--- +# Data Presentation Basics +The **Choropleth Map** dashboard item colorizes map areas in the following two ways. +* Based on the values provided. + + ![MapColorizer_Sales](../../../images/img22206.png) +* By indicating the difference between the actual and target values of a particular parameter. + + ![ChoroplethMap_DeltaSales](../../../images/img22211.png) + +You can switch between the provided values using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md) area, or by using the context menu. + +## Map Zooming and Scrolling +You can use the mouse wheel to change the current zoom level for the map. To scroll the map, hold down the left mouse button and drag it. + +To move to the initial zooming and scrolling state, select the **Initial Extent** menu item in the map's context menu. + +![ChoroplethMap_InitialExtent_DX](../../../images/img22471.png) + +## Tooltip +The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. + +![ChoroplethMap_Tooltip](../../../images/img23695.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md new file mode 100644 index 0000000000..f97675f1c1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/interactivity.md @@ -0,0 +1,21 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16680 +--- +# Interactivity +This document describes the features that enable interaction between the **Choropleth Map** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a shape (or multiple shapes by holding down the **CTRL** key) to make other dashboard items only display data related to the selected shape(s). + +![ChoroplethMap_MasterFiltering](../../../images/img22240.png) + +You can also select multiple shapes in the following way. +* Hold the **SHIFT** key and the left mouse button; +* Drag the mouse pointer to mark an area that includes the desired shapes; +* Release the left mouse button. All shapes within the area will be selected. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's [caption](../../data-presentation/dashboard-layout.md), or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md new file mode 100644 index 0000000000..40af56e34a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md @@ -0,0 +1,65 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17246 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Choropleth Map** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Choropleth Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Choropleth Map caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md new file mode 100644 index 0000000000..c49045d55c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/date-filter.md @@ -0,0 +1,54 @@ +--- +title: Date Filter +author: Boris Zaitsev +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. The predefined intervals are also available in the context menu. + +![Date Filter](../../images/datefilter-autoheight.png) + +You can click the button to invoke the Date Picker: + +![Date Filter - Date Picker Drop-Down](../../images/datefilter-dropdown-daycalendar.png) + +## Date Picker + +![Date Picker](../../images/datefilter-datepicker.png) + +The DateFilter item contains a Date Picker - a button with a drop-down calendar. This button initially displays "Click to set filter". + +The calendar drops down when you: + +* click the button without a specified range (the button with the "Click to set filter" caption) +* click the ![edit-date-filter-icon](../../images/editdatefilter.png) icon on the button with the specified datetime range. + +A drop-down calendar may contain a single calendar control (the Filter Type is Exact, Before or After, one calendar ele, ) or two calendar controls (the Filter Type is Between). + +When you select the date, the Date Picker caption displays information about that date (date range) and an ![edit-date-filter-icon](../../images/editdatefilter.png) icon. The caption text is constructed from a custom string with date placeholders. If you click the caption, The Date Picker button acts as a checked button to apply the date range (checked) or reset the date filter (unchecked) to its default value. When you the icon, the drop-down calendar appears and enables the user to select another date range. + + +## Quick Filters + +Quick Filters are buttons displayed within the DateFilter item. Each button has a DateTime range assigned to it. You can click the button to apply that range as a Date filter. The button is checked until you click the same button once more to reset the filter to its default value. The buttom becomes unchecked if you click another button. + +![Quick Filters](../../images/datefilter-quick-filters.png) + +## Arrange Quick Filters + +Quick filters in the DateFilter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +Auto Height Arrangement Mode: + +![Auto Height Arrangement Mode](../../images/datefilter-autoheight.png) + +Vertical Arrangement Mode: + +![Vertical Arrangement Mode](../../images/datefilter-vertical.png) + + +Horizontal Arrangement Mode: + +![Horizontal Arrangement Mode](../../images/datefilter-horizontal.png) diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/filter-elements.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..ddd19164c3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md @@ -0,0 +1,41 @@ +--- +title: Filter Elements Overivew +author: Boris Zaitsev +--- +# Filter Elements +Filter elements provide the capability to [filter](../../data-presentation/master-filtering.md) other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. +* The **Standard** type allows you to select only a single value. + + ![Combobox_Standard](../../../images/img24834.png) +* The **Checked** type allows you to select multiple values in the invoked drop-down list. + + ![Combobox_Checked](../../../images/img24835.png) + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. +* The **Checked** type allows you to select multiple values in the list box. + + ![Listbox_Checked](../../../images/img24840.png) +* The **Radio** type allows you to select only a single value in the radio group. + + ![Listbox_Radio](../../../images/img24841.png) + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![Treeview_Checked](../../../images/img24843.png) + +## Date Filter + +The [Date Filter](../date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +The DateFilter item displays a set of intervals that can be used as quick filters. + +![Date Filter](../../../images/datefilter-autoheight.png) diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md new file mode 100644 index 0000000000..1271812c4e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md @@ -0,0 +1,22 @@ +--- +title: Neutral Filter Mode +author: Boris Zaitsev +--- + +# Neutral Filter Mode + +The filter elements show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../../images/win-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +> Built-in UI does not provide a command to switch the filter mode. Reload a dashboard after switching the mode. + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../../images/win-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/gauges.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md new file mode 100644 index 0000000000..bd97091052 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md @@ -0,0 +1,13 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16676 +--- +# Data Presentation Basics +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![MainFeatures_Gauges](../../../images/img18176.png) + +The **Gauge** dashboard item can illustrate the difference for various sets of values. You can switch between these sets using the **Values** button (the ![DashboardItems_OtherElements](../../../images/img20169.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md) or in the context menu. + +![Gauges_SwitchValues](../../../images/img22417.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md new file mode 100644 index 0000000000..91db574a1e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16677 +--- +# Interactivity +This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a gauge (or multiple gauges by holding down the **CTRL** key) to make other dashboard items only display data related to the selected gauge(s). + +![Anim_Gauges_MasterFilter](../../../images/img19998.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a gauge to view the details. + +![Anim_Gauges_DrillDown](../../../images/img19997.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a gauge. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the **Gauge** dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md new file mode 100644 index 0000000000..348a37e86d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17244 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Gauge** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing a Gauge dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Gauge caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether or not gauges are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/geo-point-maps.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md new file mode 100644 index 0000000000..03f1d4f24d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md @@ -0,0 +1,28 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16681 +--- +# Data Presentation Basics +The **Dashboard** supports three types of **Geo Point** maps. +* The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap](../../../images/img23628.png) +* The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data via its weight and color. + + ![MapsOverview_BubbleMap](../../../images/img23629.png) +* The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![MapsOverview_PieMap](../../../images/img23630.png) + +## Map Zooming and Scrolling +You can use the mouse wheel to change the current zoom level for a map. To scroll the map, hold down the left mouse button and drag it. + +To move to the initial zooming and scrolling state, click the **Initial Extent** menu item in the map's context menu. + +![GeopointMap_InitialExtent](../../../images/img22849.png) + +## Tooltip +A **Geo Point Map** dashboard item can display a tooltip that shows information on a hovered callout/bubble/pie. + +![BubbleMap_Tooltip](../../../images/img23696.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..245ab1c362 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md @@ -0,0 +1,21 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16682 +--- +# Interactivity +This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFilter](../../../images/img22296.png) + +You can also select multiple callouts/bubbles/pies in the following way. +* Hold the **SHIFT** key and the left mouse button; +* Drag the mouse pointer, to mark an area that includes the desired elements; +* Release the left mouse button. All elements within the area will be selected. + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Map's caption area, or the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md new file mode 100644 index 0000000000..bf0e5278af --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md @@ -0,0 +1,65 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17247 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Geo Point Map** dashboard items. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Geo Point Map dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![ChoroplethMap_PrintingOptionsDialog](../../../images/img22938.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![ChoroplethMap_PDFExportOptionsDialog](../../../images/img22939.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Geo Point Map caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/grid.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md new file mode 100644 index 0000000000..eba1452270 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/data-presentation-basics.md @@ -0,0 +1,52 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16663 +--- +# Data Presentation Basics +The **Grid** displays data in a two-dimensional table that supports four types of columns. + +![Grid_ColumnTypes](../../../images/img19187.png) +* The **dimension column** displays values from the bound data item "as is". +* The **measure column** displays summaries calculated from data in the bound data item. +* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. +* The **sparkline column** visualizes the variation of summary values over time. + +## Sort Grid Rows +To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header until an _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. + +![Grid_SortRows](../../../images/img22369.png) + +To sort records by a column's values while preserving existing sort conditions, click a column header while holding the **SHIFT** key until an _Up_ or _Down_ arrow icon is displayed within the header. + +![Grid_SortRows_Preserved](../../../images/img22371.png) + +To remove sorting by a column, click a column header while holding down the **CTRL** key. + +## Filter Grid Data +To filter grid data, click the filter button (the ![Grid_FilterIcon](../../../images/img22372.png) icon) and select the required filter value in the invoked filter dropdown list. + +![Grid_FilterValues](../../../images/img22374.png) + +Click **Custom** to construct filter criteria involving up to two conditions. This will invoke the **Custom AutoFilter** dialog, allowing you to compare a column with one or two values. + +![Grid_CustomAutoFilter](../../../images/img22375.png) + +To clear the filter applied to a specific column, invoke the filter dropdown list and click **All**. + +![Grid_ClearFilter_All](../../../images/img22377.png) + +To clear all filter criteria, click the **Close Filter** button within the Filter Panel. + +![Grid_CloseFilter](../../../images/img22378.png) + +## Tooltips +A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. + +![GridBar_Tooltip](../../../images/img23712.png) + +The tooltip shows the value in the measure column as text. + +When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. + +![GridSparkline_Tooltip](../../../images/img23713.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md new file mode 100644 index 0000000000..651ba5a4fb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/interactivity.md @@ -0,0 +1,30 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16664 +--- +# Interactivity +This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a grid row (or multiple rows by holding down the **CTRL** key) to make other dashboard items only display data related to the selected record(s). + +![MainFeatures_MasterFiltering_Win](../../../images/img25347.gif) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Grid's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Grid dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Anim_Grid_DrillDown](../../../images/img19684.gif) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a grid row. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Grid's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Grid's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md new file mode 100644 index 0000000000..d256c40962 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/grid/printing-and-exporting.md @@ -0,0 +1,70 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17241 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Grid** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Grid dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Grid_PrintingOptionsDialog](../../../images/img22929.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid dashboard item is changed according to the width of the exported page. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Grid_PDFExportOptionsDialog](../../../images/img22930.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md new file mode 100644 index 0000000000..6a5f3cae03 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image.md @@ -0,0 +1,9 @@ +--- +title: Image +author: Natalia Kazakova +legacyId: 16684 +--- +# Image +The **Image** dashboard item is used to display images within a dashboard. + +![MainFeatures_Image](../../images/img18213.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md new file mode 100644 index 0000000000..edb5cee5d6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/image/printing-and-exporting.md @@ -0,0 +1,54 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17249 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) + topic. + +This topic describes the specifics of printing/exporting an **Image** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Printing +If you are printing the Image dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Image_PrintingOptionsDialog](../../../images/img22940.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Scale Mode** - Specifies the mode for scaling when printing an image. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which an image is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of an image. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Image_PDFExportOptionsDialog](../../../images/img22941.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1), by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![Image_ImageExportOptionsDialog](../../../images/img22942.png) +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Show Title** - Specifies whether or not to apply the Image caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/pies.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md new file mode 100644 index 0000000000..8f73f17f1f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16675 +--- +# Data Presentation Basics +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![MainFeatures_Pies](../../../images/img18178.png) + +## Tooltip +A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. + +![Pie_Labels](../../../images/img22389.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md new file mode 100644 index 0000000000..e3d511f851 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/interactivity.md @@ -0,0 +1,52 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16670 +--- +# Interactivity +This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + + ![Anim_Pies_MasterFilterByArguments](../../../images/img19911.png) +* **Filtering by a Series** + + When filtering by a series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Anim_Pies_MasterFilterBySeries](../../../images/img19912.png) +* **Filtering by a Points** + + When filtering by points is enabled, an you can click a single pie segment to make other dashboard items display only data related to the selected segment. + + ![Pies_MasterFilterByPoints](../../../images/img120502.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Clear Master Filter** command in the context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Pie dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + + ![Anim_Pies_DrillDownOnArguments](../../../images/img19909.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by double-clicking a pie segment. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Anim_Pies_DrillDownOnSeries](../../../images/img19910.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by double-clicking a pie chart. + +To return to the previous detail level (drill-up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) in the [caption](../../data-presentation/dashboard-layout.md) area of the Pie dashboard item, or the **Drill Up** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md new file mode 100644 index 0000000000..1d91439d38 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pies/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17242 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Pie** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Pie dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pies_PrintingOptionsDialog](../../../images/img22931.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically on the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pies_PDFExportOptionsDialog](../../../images/img22932.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md new file mode 100644 index 0000000000..8758ce5080 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot.md @@ -0,0 +1,14 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16692 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![MainFeatures_PivotGrid](../../images/img18212.png) + +## Expanding and Collapsing Groups +To expand and collapse row and column groups, use the ![Pivot_Layout_ExpandCollapse_UpArrow](../../images/img20155.png) and ![Pivot_Layout_ExpandCollapse_DownArrow](../../images/img20154.png) buttons, respectively. + +![Pivot_Layout_ExpandCollapseGroups](../../images/img20151.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md new file mode 100644 index 0000000000..5ad47858c7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md @@ -0,0 +1,68 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17245 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Pivot** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Pivot dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Pivot_PrintingOptionsDialog](../../../images/img22934.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Pivot_PDFExportOptionsDialog](../../../images/img22935.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Pivot caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether or not to print column headers of the Pivot dashboard item on every page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard item is scaled. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md new file mode 100644 index 0000000000..2ab1202ab6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter.md @@ -0,0 +1,11 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16695 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![MainFeatures_RangeFilter](../../images/img18179.png) + +To reset filtering, use the **Clear Master Filter** command in the context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md new file mode 100644 index 0000000000..861e549e62 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17248 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Range Filter** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Range Filter dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Range Filter caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/scatter-chart.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md new file mode 100644 index 0000000000..1a18ebf11f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 115256 +--- +# Data Presentation Basics +The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. + +![ScatterChart_Main](../../../images/img120189.png) + +## Point Labels and Tooltips +The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. + +![ScatterChartLabels](../../../images/img120329.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md new file mode 100644 index 0000000000..d835f7a78c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 115257 +--- +# Interactivity +This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a point (or multiple points by holding down the **CTRL** key) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering](../../../images/img120190.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown](../../../images/img120198.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by double-clicking a point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../../images/img18627.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md new file mode 100644 index 0000000000..f7c7f5dcd6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 115258 +--- +# Printing and Exporting +The Dashboard allows you to print/export individual dashboard items, or the entire dashboard. See the [Printing and Exporting](../../printing-and-exporting.md) topic to learn more about printing concepts common to all dashboard items. + +This topic describes printing/exporting specifics for the **Scatter Chart** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +You can customize the following options (via the **Options** button) before printing the Scatter Chart dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md): + +![Chart_PrintingOptionsDialog](../../../images/img22916.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the printed document title. +* **Size Mode** - Allows you to specify the Scatter Chart dashboard item's print size mode. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the master filter and parameter values' position in the printed document. You can select from _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. Click the **Reset** button to reset changes to the default values. + +## Export To PDF +The following options are available when exporting the Chart dashboard item to a PDF: + +![Chart_PDFExportOptionsDialog](../../../images/img22917.png) +* **Page Layout** - Specifies the page orientation used when exporting a Scatter Chart dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the exported document's title. +* **Size Mode** - Specifies the Scatter Chart dashboard item's export size mode. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md new file mode 100644 index 0000000000..3290fba4f8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/tab-container.md @@ -0,0 +1,14 @@ +--- +title: Tab Container +author: Boris Zaitsev +legacyId: '400237' +--- +# Tab Container + +The **Tab container** dashboard item allows you to split the dashboard layout into several pages. Common filter controls for large elements in a dashboard can be located on a separate tab page. + +![](../../images/tabcontainer-for-viewer.png) + +Click the tab page's header to switch between tab pages: + +![](../../images/win-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md new file mode 100644 index 0000000000..63e0610ea2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box.md @@ -0,0 +1,9 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16685 +--- +# Text Box +The **Text Box** dashboard item is used to display rich text within a dashboard. + +![MainFeatures_TextEditor](../../images/img18215.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md new file mode 100644 index 0000000000..ec0eb47bc5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md @@ -0,0 +1,48 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 17250 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing and exporting concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) + topic. + +This topic describes the specifics of printing/exporting a **Text Box** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Printing +If you are printing a Text Box dashboard item using the [Print Preview](../../../dashboard-designer/ui-elements/print-preview.md), you can customize the following options (via the **Options** button) before printing. + +![TextBox_PrintingOptionsDialog](../../../images/img22943.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +![TextBox_PDFExportOptionsDialog](../../../images/img22944.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![TextBox_ImageExportOptionsDialog](../../../images/img22945.png) +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Show Title** - Specifies whether or not to apply the Text Box caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md similarity index 100% rename from dashboard-for-desktop/articles/dashboard-viewer/dashboard-items/treemap.md rename to eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap.md diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md new file mode 100644 index 0000000000..9ded003207 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16554 +--- +# Data Presentation Basics +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. + +![Treemap_Main_Win](../../../images/img125423.png) + +## Labels and Tooltips +The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. + +![Treemap_LabelTooltipExample](../../../images/img125431.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md new file mode 100644 index 0000000000..c6c9f53f7d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/interactivity.md @@ -0,0 +1,26 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16303 +--- +# Interactivity +This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering** and **Drill-Down** + +## Master Filtering +The **Dashboard** allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions by holding down the **CTRL** key) to make other dashboard items only display data related to the selected tile(s). + +![Treemap_MasterFiltering2](../../../images/img125442.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view its details. + +![Treemap_DrillDown](../../../images/img127987.png) + +> [!NOTE] +> When Master Filtering is enabled, you can view the details by double-clicking a tile. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md new file mode 100644 index 0000000000..b3dab70e7c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md @@ -0,0 +1,67 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 15632 +--- +# Printing and Exporting +**Dashboard** allows you to print/export individual dashboard items, or the entire dashboard. To learn more about printing concepts common to all dashboard items, see the [Printing and Exporting](../../printing-and-exporting.md) topic. + +This topic describes the specifics of printing/exporting a **Treemap** dashboard item. +* [Printing](#printing) +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Printing +If you are printing the Treemap dashboard item using the Print Preview, you can customize the following options (via the **Options** button) before printing. + +![Treemap_PrintingOptionsDialog](../../../images/img125450.png) +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the printed document title. +* **Title** - Specifies the title of the printed document. +* **Size Mode** - Allows you to specify the print size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the printed document. +* **Include | Parameters** - Allows you to include parameter values to the printed document. +* **Position** - Specifies the position of the master filter and parameter values in the printed document. You can select between _Below_ and _Separate Page_. + +Specify the required options in the **Options** dialog and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Export To PDF +The following options are available when exporting the Treemap dashboard item to a PDF. + +![Treemap_PDFExportOptionsDialog](../../../images/img125451.png) +* **Page Layout** - Specifies the page orientation used to export a Treemap dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![Chart_ImageExportOptionsDialog](../../../images/img22918.png) +* **Show Title** - Specifies whether to apply the dashboard item caption to the exported document title. +* **Title** - Specifies of the exported document's title. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export the dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog](../../../images/img120974.png) +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the master filter and parameter values' position in the exported document. You can select from _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. Click the **Reset** button to reset changes to the default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..8742aeed3d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Requesting Parameter Values +author: Natalia Kazakova +legacyId: 16624 +--- +# Requesting Parameter Values +The Dashboard Viewer provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. + +This dialog can be used to apply filtering to dashboard data. + +![Parameters_DashboardParametersDialog_Win](../../images/img21815.png) + +To invoke the **Dashboard Parameters** dialog in the Dashboard Viewer, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). + +Select the required parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md new file mode 100644 index 0000000000..a8ab2d1ca4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/dashboard-layout.md @@ -0,0 +1,44 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16710 +--- +# Dashboard Layout +This topic describes the features related to the dashboard layout. +* [Dashboard Title](#dashboard-title) +* [Dashboard Item Caption](#dashboard-item-caption) +* [Resizing Dashboard Items](#resizing-dashboard-items) + +## Dashboard Title +The **Dashboard Title** is located at the top of the **Dashboard**. The dashboard title can contain text or image content, elements selected in the master filter item and command buttons. + +![DashboardTitleArea](../../images/img19734.png) + +When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + +![DashboardTitle_MasterFilterPopup](../../images/img23137.png) + +The dashboard title can contain the following command buttons. +* **Export To** button (the ![ExportToButton_TitleWin](../../images/img23209.png) icon) - allows you to print/export the dashboard. To learn more about printing and exporting, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. + +## Dashboard Item Caption +Each [dashboard item](../dashboard-items.md) has a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. + +![DashboardItem_Caption](../../images/img18278.png) + +The caption of the Dashboard item contains the following information and buttons, depending on the dashboard item type: +* **Dashboard Item Name** - represents the static text within a dashboard item's caption. +* **Data Item Container Name** - represents the name of the data item container. +* **Drill-Down** value - shows value(s) from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. +* **Export to** button - allows you to print or export a dashboard item. To learn how to print individual dashboard items, see the [Printing and Exporting](../printing-and-exporting.md) topic. +* **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and map dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. +* **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the [Master Filter](master-filtering.md). To learn more, see the **Interactivity** topic for the corresponding dashboard item. +* **Drill Up** button - allows you to return to the previous detail level when the [drill-down](drill-down.md) capability is enabled for this item. To learn more, see the **Interactivity** topic for the corresponding dashboard item. + +## Resizing Dashboard Items +The Dashboard Viewer provides the capability to resize dashboard items. + +![Layout_ResizingItem](../../images/img20595.png) + +You can resize individual items (or a group of items) by dragging their edges. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md new file mode 100644 index 0000000000..91f79f71dc --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-inspector.md @@ -0,0 +1,28 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw or aggregated data. + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-winforms.png) in the [dashboard item caption](../../dashboard-designer/dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../../dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md), except the **Sparkline**. +* [Measures](../../dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../../dashboard-designer/dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../../dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../../dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md new file mode 100644 index 0000000000..121bc4e9b7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/data-presentation-basics.md @@ -0,0 +1,37 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16654 +--- +# Data Presentation Basics +The **Dashboard Viewer** is used to present dashboards in Windows Forms applications. +A wide range of dashboard items are used to display visual or textual information. + +| Dashboard Item | Image | Description | +|---|---|---| +| [Chart](../dashboard-items/chart.md) | ![WinViewer_Chart](../../images/img22446.png) | Displays data graphically using bars, lines, points, etc. | +| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | +| [Grid](../dashboard-items/grid.md) | ![WinViewer_Grid](../../images/img22448.png) | Presents data in tabular form. | +| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img22438.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | +| [Cards](../dashboard-items/cards.md) | ![WinViewer_Cards](../../images/img22445.png) | Displays a series of cards, each illustrating the difference between two values. | +| [Gauges](../dashboard-items/gauges.md) | ![WinViewer_Gauges](../../images/img22447.png) | Visualizes data within a series of gauges. | +| [Pivot](../dashboard-items/pivot.md) | ![WinViewer_Pivot](../../images/img22450.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | +| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![Fundamentals_DashboardItems_ChoroplethMap](../../images/img22437.png) | Colorizes areas in proportion to the provided values. | +| [Geo Point Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_GeoPointMap](../../images/img121121.png) | Displays callouts on the map using geographical coordinates. | +| [Bubble Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![Fundamentals_DashboardItems_geopoingmaps](../../images/img22440.png) | Displays bubbles on the map using geographical coordinates. | +| [Pie Map](../dashboard-items/geo-point-maps/data-presentation-basics.md) | ![AddingItems_PieMap](../../images/img121123.png) | Places pies on the map using geographical coordinates. | +| [Range Filter](../dashboard-items/range-filter.md) | ![WinViewer_RangeFilter](../../images/img22451.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | +| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | +| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | +| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | +| [Combo Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ComboBox](../../images/img24779.png) | Allows you to select a value(s) from the drop-down list. | +| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img24784.png) | Allows you to select a value(s) from the list. | +| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img24786.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | + +The Dashboard Viewer enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. +* [Master Filtering](master-filtering.md) +* [Drill-Down](drill-down.md) + +You can inspect raw or aggregated data. See the [Data Inspector](data-inspector.md) topic for details. + +To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md new file mode 100644 index 0000000000..a0de79ecfc --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/drill-down.md @@ -0,0 +1,15 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16628 +--- +# Drill-Down +Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. + +![Anim_Cards_DrillDown](../../images/img19995.gif) + +To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![DrillDown_DrillUpArrow](../../images/img18627.png) icon) in the dashboard item's [caption](dashboard-layout.md), or the corresponding command in the context menu. + +![Chart_Interactivity_DrillUp](../../images/img19460.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md new file mode 100644 index 0000000000..5bd78209fd --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/data-presentation/master-filtering.md @@ -0,0 +1,24 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16627 +--- +# Master Filtering +The **Dashboard** allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. + +![MainFeatures_MasterFiltering_Win](../../images/img25347.gif) + +## Master Filtering Modes +The Master Filter item supports two selection modes. +* **Multiple** + + Allows you to select multiple elements in the Master Filter item. + + To clear the selection in the Master Filter item, use the **Clear Master Filter** button in the dashboard item's [caption](dashboard-layout.md). + + ![DataShaping_Interactivity_MultipleMasterFilter_Clear](../../images/img21846.png) +* **Single** + + Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md new file mode 100644 index 0000000000..6987bba761 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-desktop/dashboard-viewer/printing-and-exporting.md @@ -0,0 +1,78 @@ +--- +title: Printing and Exporting +author: Natalia Kazakova +legacyId: 16639 +--- +# Printing and Exporting +The Dashboard Viewer provides the capability to print or export an entire dashboard and individual items. +* [Printing and Exporting Dashboards](#printing-dashboards) +* [Printing and Exporting Dashboard Items](#printing-dashboard-items) + +## Printing and Exporting Dashboards +To print or export the entire dashboard, click the ![ExportToButtonDashboard_Designer](../images/img23662.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and choose the required action. + +![WinViewer_Printing](../images/img22453.png) + +### Print Preview... + +Allows you to customize the document before printing/exporting. For instance, the following settings can be changed: the orientation and size of the printed page, page margins, etc. + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDFDialog_Win](../images/img22909.png) +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_, and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Scale Factor** - Specifies the scale factor (in fractions of 1) by which a dashboard is scaled. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Use Scale Factor_. +* **Auto Fit Page Count** - Specifies the number of horizontal/vertical pages spanning the total width/height of a dashboard. + + > [!NOTE] + > This option is in effect if **Scale Mode** is set to _Auto Fit to Page Width_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available: + +![ExportToImageDialog_Win](../images/img22910.png) +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcelDialog_Win](../images/img128217.png) +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Printing and Exporting Dashboard Items +To print or export a dashboard item, click the ![Printing_PrintButton](../images/img19552.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. + +![Printing_PrintElementWIn](../images/img19611.png) +* **Print Preview...** - Allows you to customize the document before printing/exporting. +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about printing/exporting specifics of different dashboard items, see the **Printing and Exporting** topic for the required [dashboard 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b/eud-for-bi-dashboards/dashboard-for-desktop/toc.yml @@ -0,0 +1,661 @@ +items: +- name: Dashboard Designer + href: dashboard-designer.md + items: + - name: Create a Dashboard + href: dashboard-designer/create-a-dashboard.md + - name: Provide Data + href: dashboard-designer/provide-data.md + items: + - name: Supported Data Sources + href: dashboard-designer/provide-data/supported-data-sources.md + - name: Connecting to SQL Databases + href: dashboard-designer/provide-data/connecting-to-sql-databases.md + - name: Connecting to OLAP cubes + href: dashboard-designer/provide-data/connecting-to-olap-cubes.md + - name: Binding to Microsoft Excel Workbooks + href: dashboard-designer/provide-data/binding-to-microsoft-excel-workbooks.md + - name: Binding to CSV Files + href: dashboard-designer/provide-data/binding-to-csv-files.md + - name: Binding to Extract Data Sources + href: dashboard-designer/provide-data/binding-to-extract-data-sources.md + - name: Data Processing Modes + href: dashboard-designer/provide-data/data-processing-modes.md + - name: Connect to EF Data Sources + href: dashboard-designer/provide-data/connect-to-ef-data-sources.md + - name: Binding to Federated Data Source + href: dashboard-designer/provide-data/binding-to-federated-data-source.md + - name: Binding to JSON Data Sources + href: dashboard-designer/provide-data/binding-to-json-data-sources.md + - name: Binding to Object Data Sources + href: dashboard-designer/provide-data/binding-to-object-data-sources.md + - name: Binding to XPO Data Sources + href: dashboard-designer/provide-data/binding-to-XPO-data-sources.md + - name: Binding to MongoDB + href: dashboard-designer/provide-data/binding-to-mongodb.md + - name: Work with Data + href: dashboard-designer/work-with-data.md + items: + - name: Edit Connection Parameters + href: dashboard-designer/work-with-data/edit-connection-parameters.md + - name: Using the Query Builder + href: dashboard-designer/work-with-data/using-the-query-builder.md + - name: Using the Query Editor + href: dashboard-designer/work-with-data/using-the-query-editor.md + - name: Manage SQL Queries + href: dashboard-designer/work-with-data/manage-sql-queries.md + - name: Filter Queries + href: dashboard-designer/work-with-data/filter-queries.md + - name: Pass Query Parameters + href: dashboard-designer/work-with-data/pass-query-parameters.md + - name: Stored Procedures + href: dashboard-designer/work-with-data/stored-procedures.md + - name: Preview Data + href: dashboard-designer/work-with-data/preview-data.md + - name: Creating Calculated Fields + href: dashboard-designer/work-with-data/creating-calculated-fields.md + - name: Data Inspector + href: dashboard-designer/work-with-data/data-inspector.md + - name: Add Dashboard Items + href: dashboard-designer/add-dashboard-items.md + - name: Bind Dashboard Items to Data + href: dashboard-designer/bind-dashboard-items-to-data.md + items: + - name: Bind Dashboard Items to Data + href: dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data.md + - name: Hidden Data Items + href: dashboard-designer/bind-dashboard-items-to-data/hidden-data-items.md + - name: Bind Dashboard Items to Data in OLAP mode + href: dashboard-designer/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md + - name: Dashboard Item Settings + href: dashboard-designer/dashboard-item-settings.md + items: + - name: Chart + href: dashboard-designer/dashboard-item-settings/chart.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/chart/providing-data.md + - name: Series + href: dashboard-designer/dashboard-item-settings/chart/series.md + items: + - name: Series Overview + href: dashboard-designer/dashboard-item-settings/chart/series/series-overview.md + - name: Bar Series + href: dashboard-designer/dashboard-item-settings/chart/series/bar-series.md + - name: Point and Line Series + href: dashboard-designer/dashboard-item-settings/chart/series/point-and-line-series.md + - name: Area Series + href: dashboard-designer/dashboard-item-settings/chart/series/area-series.md + - name: Range Series + href: dashboard-designer/dashboard-item-settings/chart/series/range-series.md + - name: Weighted Series + href: dashboard-designer/dashboard-item-settings/chart/series/weighted-series.md + - name: Financial Series + href: dashboard-designer/dashboard-item-settings/chart/series/financial-series.md + - name: Panes + href: dashboard-designer/dashboard-item-settings/chart/panes.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/chart/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/chart/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/chart/interactivity/drill-down.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/chart/coloring.md + - name: Legend + href: dashboard-designer/dashboard-item-settings/chart/legend.md + - name: Axes + href: dashboard-designer/dashboard-item-settings/chart/axes.md + items: + - name: X-Axis + href: dashboard-designer/dashboard-item-settings/chart/axes/x-axis.md + - name: Y-Axis + href: dashboard-designer/dashboard-item-settings/chart/axes/y-axis.md + - name: Trend Indicators + href: dashboard-designer/dashboard-item-settings/chart/trend-indicators.md + - name: Orientation + href: dashboard-designer/dashboard-item-settings/chart/orientation.md + - name: Conditional Formatting + href: dashboard-designer/dashboard-item-settings/chart/conditional-formatting.md + - name: Scatter Chart + href: dashboard-designer/dashboard-item-settings/scatter-chart.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/scatter-chart/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/scatter-chart/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/scatter-chart/interactivity/drill-down.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/scatter-chart/coloring.md + - name: Legend + href: dashboard-designer/dashboard-item-settings/scatter-chart/legend.md + - name: Axes + href: dashboard-designer/dashboard-item-settings/scatter-chart/axes.md + - name: Orientation + href: dashboard-designer/dashboard-item-settings/scatter-chart/orientation.md + - name: Labels + href: dashboard-designer/dashboard-item-settings/scatter-chart/labels.md + - name: Conditional Formatting + href: dashboard-designer/dashboard-item-settings/scatter-chart/conditional-formatting.md + - name: Grid + href: dashboard-designer/dashboard-item-settings/grid.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/grid/providing-data.md + - name: Columns + href: dashboard-designer/dashboard-item-settings/grid/columns.md + items: + - name: Column Type Overview + href: dashboard-designer/dashboard-item-settings/grid/columns/column-type-overview.md + - name: Dimension Column + href: dashboard-designer/dashboard-item-settings/grid/columns/dimension-column.md + - name: Hyperlink Column + href: dashboard-designer/dashboard-item-settings/grid/columns/hyperlink-column.md + - name: Measure Column + href: dashboard-designer/dashboard-item-settings/grid/columns/measure-column.md + - name: Delta Column + href: dashboard-designer/dashboard-item-settings/grid/columns/delta-column.md + - name: Sparkline Column + href: dashboard-designer/dashboard-item-settings/grid/columns/sparkline-column.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/grid/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/grid/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/grid/interactivity/drill-down.md + - name: Conditional Formatting + href: dashboard-designer/dashboard-item-settings/grid/conditional-formatting.md + - name: Totals + href: dashboard-designer/dashboard-item-settings/grid/totals.md + - name: Column Filter + href: dashboard-designer/dashboard-item-settings/grid/column-filter.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/grid/layout.md + - name: Style + href: dashboard-designer/dashboard-item-settings/grid/style.md + - name: Pies + href: dashboard-designer/dashboard-item-settings/pies.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/pies/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/pies/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/pies/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/pies/interactivity/drill-down.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/pies/coloring.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/pies/layout.md + - name: Labels + href: dashboard-designer/dashboard-item-settings/pies/labels.md + - name: Style + href: dashboard-designer/dashboard-item-settings/pies/style.md + - name: Cards + href: dashboard-designer/dashboard-item-settings/cards.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/cards/providing-data.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/cards/layout.md + - name: Delta + href: dashboard-designer/dashboard-item-settings/cards/delta.md + - name: Sparkline + href: dashboard-designer/dashboard-item-settings/cards/sparkline.md + - name: Formatting + href: dashboard-designer/dashboard-item-settings/cards/formatting.md + - name: Conditional Formatting + href: dashboard-designer/dashboard-item-settings/cards/conditional-formatting.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/cards/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/cards/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/cards/interactivity/drill-down.md + - name: Cards Arrangement + href: dashboard-designer/dashboard-item-settings/cards/cards-arrangement.md + - name: Gauges + href: dashboard-designer/dashboard-item-settings/gauges.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/gauges/providing-data.md + - name: Delta + href: dashboard-designer/dashboard-item-settings/gauges/delta.md + - name: Gauge Scale + href: dashboard-designer/dashboard-item-settings/gauges/gauge-scale.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/gauges/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/gauges/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/gauges/interactivity/drill-down.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/gauges/layout.md + - name: Style + href: dashboard-designer/dashboard-item-settings/gauges/style.md + - name: Pivot + href: dashboard-designer/dashboard-item-settings/pivot.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/pivot/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/pivot/interactivity.md + - name: Conditional Formatting + href: dashboard-designer/dashboard-item-settings/pivot/conditional-formatting.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/pivot/layout.md + - name: Expanded State + href: dashboard-designer/dashboard-item-settings/pivot/expanded-state.md + - name: Choropleth Map + href: dashboard-designer/dashboard-item-settings/choropleth-map.md + items: + - name: Providing Maps + href: dashboard-designer/dashboard-item-settings/choropleth-map/providing-maps.md + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/choropleth-map/providing-data.md + - name: Map Coloring + href: dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring.md + items: + - name: Delta + href: dashboard-designer/dashboard-item-settings/choropleth-map/map-coloring/delta.md + - name: Map Navigation + href: dashboard-designer/dashboard-item-settings/choropleth-map/map-navigation.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/choropleth-map/interactivity.md + - name: Labels + href: dashboard-designer/dashboard-item-settings/choropleth-map/labels.md + - name: Legend + href: dashboard-designer/dashboard-item-settings/choropleth-map/legend.md + - name: Geo Point Maps + href: dashboard-designer/dashboard-item-settings/geo-point-maps.md + items: + - name: Map Types Overview + href: dashboard-designer/dashboard-item-settings/geo-point-maps/map-types-overview.md + - name: Providing Maps + href: dashboard-designer/dashboard-item-settings/geo-point-maps/providing-maps.md + - name: Geo Point Map + href: dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md + - name: Bubble Map + href: dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/coloring.md + - name: Legends + href: dashboard-designer/dashboard-item-settings/geo-point-maps/bubble-map/legends.md + - name: Pie Map + href: dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md + - name: Pie Options + href: dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/coloring.md + - name: Legends + href: dashboard-designer/dashboard-item-settings/geo-point-maps/pie-map/legends.md + - name: Clustering + href: dashboard-designer/dashboard-item-settings/geo-point-maps/clustering.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/geo-point-maps/interactivity.md + - name: Labels + href: dashboard-designer/dashboard-item-settings/geo-point-maps/labels.md + - name: Map Navigation + href: dashboard-designer/dashboard-item-settings/geo-point-maps/map-navigation.md + - name: Range Filter + href: dashboard-designer/dashboard-item-settings/range-filter.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/range-filter/providing-data.md + - name: Series + href: dashboard-designer/dashboard-item-settings/range-filter/series.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/range-filter/interactivity.md + - name: Predefined Ranges + href: dashboard-designer/dashboard-item-settings/range-filter/predefined-ranges.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/range-filter/coloring.md + - name: Date Filter + href: dashboard-designer/dashboard-item-settings/date-filter.md + - name: Images + href: dashboard-designer/dashboard-item-settings/images.md + items: + - name: Image Types Overview + href: dashboard-designer/dashboard-item-settings/images/image-types-overview.md + - name: Providing Images + href: dashboard-designer/dashboard-item-settings/images/providing-images.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/images/interactivity.md + - name: Image Settings + href: dashboard-designer/dashboard-item-settings/images/image-settings.md + - name: Text Box + href: dashboard-designer/dashboard-item-settings/text-box.md + items: + - name: Editing Text + href: dashboard-designer/dashboard-item-settings/text-box/editing-text.md + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/text-box/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/text-box/interactivity.md + - name: Treemap + href: dashboard-designer/dashboard-item-settings/treemap.md + items: + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/treemap/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/treemap/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/dashboard-item-settings/treemap/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/dashboard-item-settings/treemap/interactivity/drill-down.md + - name: Layout + href: dashboard-designer/dashboard-item-settings/treemap/layout.md + - name: Grouping + href: dashboard-designer/dashboard-item-settings/treemap/grouping.md + - name: Coloring + href: dashboard-designer/dashboard-item-settings/treemap/coloring.md + - name: Labels + href: dashboard-designer/dashboard-item-settings/treemap/labels.md + - name: Filter Elements + href: dashboard-designer/dashboard-item-settings/filter-elements.md + items: + - name: Filter Elements Overview + href: dashboard-designer/dashboard-item-settings/filter-elements/filter-elements-overview.md + - name: Providing Data + href: dashboard-designer/dashboard-item-settings/filter-elements/providing-data.md + - name: Interactivity + href: dashboard-designer/dashboard-item-settings/filter-elements/interactivity.md + - name: Dashboard Item Group + href: dashboard-designer/dashboard-item-settings/dashboard-item-group.md + - name: Tab Container + href: dashboard-designer/dashboard-item-settings/tab-container.md + - name: Data Shaping + href: dashboard-designer/data-shaping.md + items: + - name: Summarization + href: dashboard-designer/data-shaping/summarization.md + - name: Grouping + href: dashboard-designer/data-shaping/grouping.md + - name: Sorting + href: dashboard-designer/data-shaping/sorting.md + - name: Filtering + href: dashboard-designer/data-shaping/filtering.md + - name: Top N + href: dashboard-designer/data-shaping/top-n.md + - name: Formatting Data + href: dashboard-designer/data-shaping/formatting-data.md + - name: Interactivity + href: dashboard-designer/interactivity.md + items: + - name: Master Filtering + href: dashboard-designer/interactivity/master-filtering.md + - name: Drill-Down + href: dashboard-designer/interactivity/drill-down.md + - name: Neutral Filter Mode + href: dashboard-designer/interactivity/neutral-filter-mode.md + - name: Appearance Customization + href: dashboard-designer/appearance-customization.md + items: + - name: Conditional Formatting + href: dashboard-designer/appearance-customization/conditional-formatting.md + items: + - name: Value + href: dashboard-designer/appearance-customization/conditional-formatting/value.md + - name: Top-Bottom + href: dashboard-designer/appearance-customization/conditional-formatting/top-bottom.md + - name: Average + href: dashboard-designer/appearance-customization/conditional-formatting/average.md + - name: Icon Ranges + href: dashboard-designer/appearance-customization/conditional-formatting/icon-ranges.md + - name: Color Ranges + href: dashboard-designer/appearance-customization/conditional-formatting/color-ranges.md + - name: Gradient Ranges + href: dashboard-designer/appearance-customization/conditional-formatting/gradient-ranges.md + - name: A Date Occurring + href: dashboard-designer/appearance-customization/conditional-formatting/a-date-occurring.md + - name: Expression + href: dashboard-designer/appearance-customization/conditional-formatting/expression.md + - name: Bar + href: dashboard-designer/appearance-customization/conditional-formatting/bar.md + - name: Bar Color Ranges + href: dashboard-designer/appearance-customization/conditional-formatting/bar-color-ranges.md + - name: Bar Gradient Ranges + href: dashboard-designer/appearance-customization/conditional-formatting/bar-gradient-ranges.md + - name: Coloring + href: dashboard-designer/appearance-customization/coloring.md + items: + - name: Coloring Concepts + href: dashboard-designer/appearance-customization/coloring/coloring-concepts.md + - name: Customizing a Color Scheme + href: dashboard-designer/appearance-customization/coloring/customizing-a-color-scheme.md + - name: Data Display Formatting + href: dashboard-designer/appearance-customization/data-display-formatting.md + - name: Data Analysis + href: dashboard-designer/data-analysis.md + items: + - name: Aggregations + href: dashboard-designer/data-analysis/aggregations.md + items: + - name: Summary Level Aggregations + href: dashboard-designer/data-analysis/aggregations/summary-level-aggregations.md + - name: Intermediate Level Aggregations + href: dashboard-designer/data-analysis/aggregations/intermediate-level-aggregations.md + - name: Expression Constants, Operators, and Functions + href: dashboard-designer/data-analysis/expression-constants-operators-and-functions.md + - name: Window Calculations + href: dashboard-designer/data-analysis/window-calculations.md + items: + - name: Window Calculations Overview + href: dashboard-designer/data-analysis/window-calculations/window-calculations-overview.md + - name: Window Definition + href: dashboard-designer/data-analysis/window-calculations/window-definition.md + - name: Creating Window Calculations + href: dashboard-designer/data-analysis/window-calculations/creating-window-calculations.md + - name: Calculation Functions Reference + href: dashboard-designer/data-analysis/window-calculations/calculation-functions-reference.md + - name: Window Calculation Limitations + href: dashboard-designer/data-analysis/window-calculations/window-calculation-limitations.md + - name: Use Dashboard Parameters + href: dashboard-designer/data-analysis/using-dashboard-parameters.md + items: + - name: Create Dashboard Parameters + href: dashboard-designer/data-analysis/using-dashboard-parameters/creating-parameters.md + - name: Create Cascading Parameters + href: dashboard-designer/data-analysis/using-dashboard-parameters/create-cascading-parameters.md + - name: Reference Dashboard Parameters + href: dashboard-designer/data-analysis/using-dashboard-parameters/passing-parameter-values.md + - name: Specify Parameter Values + href: dashboard-designer/data-analysis/using-dashboard-parameters/requesting-parameter-values.md + - name: Convert Dashboard Items + href: dashboard-designer/convert-dashboard-items.md + - name: Dashboard Layout + href: dashboard-designer/dashboard-layout.md + items: + - name: Dashboard Title + href: dashboard-designer/dashboard-layout/dashboard-title.md + - name: Dashboard Item Caption + href: dashboard-designer/dashboard-layout/dashboard-item-caption.md + - name: Dashboard Items Layout + href: dashboard-designer/dashboard-layout/dashboard-items-layout.md + - name: Undo and Redo Operations + href: dashboard-designer/undo-and-redo-operations.md + - name: Automatic and Manual Updates + href: dashboard-designer/automatic-and-manual-updates.md + - name: Save a Dashboard + href: dashboard-designer/save-a-dashboard.md + - name: Printing and Exporting + href: dashboard-designer/printing-and-exporting.md + - name: UI Elements + href: dashboard-designer/ui-elements.md + items: + - name: Data Source Browser + href: dashboard-designer/ui-elements/data-source-browser.md + - name: Data Items Pane + href: dashboard-designer/ui-elements/data-items-pane.md + - name: Print Preview + href: dashboard-designer/ui-elements/print-preview.md + - name: Dashboard Surface + href: dashboard-designer/ui-elements/dashboard-surface.md + - name: Expression Editor + href: dashboard-designer/ui-elements/expression-editor.md + items: + - name: Expression Operators, Functions and Constants + href: dashboard-designer/ui-elements/expression-editor/expression-operators-functions-and-constants.md + - name: Filter Editor + href: dashboard-designer/ui-elements/filter-editor.md + items: + - name: Filter Data via the Filter Editor + href: dashboard-designer/ui-elements/filter-editor/filter-data-via-the-filter-editor.md + - name: Examples of Using the Filter Editor + href: dashboard-designer/ui-elements/filter-editor/examples-of-using-the-filter-editor.md +- name: Dashboard Viewer + href: dashboard-viewer.md + items: + - name: Data Presentation + items: + - name: 'Data Presentation Basics ' + href: dashboard-viewer/data-presentation/data-presentation-basics.md + - name: Master Filtering + href: dashboard-viewer/data-presentation/master-filtering.md + - name: Drill-Down + href: dashboard-viewer/data-presentation/drill-down.md + - name: Dashboard Layout + href: dashboard-viewer/data-presentation/dashboard-layout.md + - name: Data Inspector + href: dashboard-viewer/data-presentation/data-inspector.md + - name: Dashboard Parameters + items: + - name: Requesting Parameter Values + href: dashboard-viewer/dashboard-parameters/requesting-parameter-values.md + - name: Printing and Exporting + href: dashboard-viewer/printing-and-exporting.md + - name: Dashboard Items + href: dashboard-viewer/dashboard-items.md + items: + - name: Chart + href: dashboard-viewer/dashboard-items/chart.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/chart/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/chart/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/chart/printing-and-exporting.md + - name: Scatter Chart + href: dashboard-viewer/dashboard-items/scatter-chart.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/scatter-chart/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/scatter-chart/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/scatter-chart/printing-and-exporting.md + - name: Grid + href: dashboard-viewer/dashboard-items/grid.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/grid/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/grid/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/grid/printing-and-exporting.md + - name: Pies + href: dashboard-viewer/dashboard-items/pies.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/pies/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/pies/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/pies/printing-and-exporting.md + - name: Cards + href: dashboard-viewer/dashboard-items/cards.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/cards/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/cards/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/cards/printing-and-exporting.md + - name: Gauges + href: dashboard-viewer/dashboard-items/gauges.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/gauges/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/gauges/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/gauges/printing-and-exporting.md + - name: Pivot + href: dashboard-viewer/dashboard-items/pivot.md + items: + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/pivot/printing-and-exporting.md + - name: Choropleth Map + href: dashboard-viewer/dashboard-items/choropleth-map.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/choropleth-map/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/choropleth-map/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/choropleth-map/printing-and-exporting.md + - name: Geo Point Maps + href: dashboard-viewer/dashboard-items/geo-point-maps.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/geo-point-maps/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/geo-point-maps/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/geo-point-maps/printing-and-exporting.md + - name: Range Filter + href: dashboard-viewer/dashboard-items/range-filter.md + items: + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/range-filter/printing-and-exporting.md + - name: Date Filter + href: dashboard-viewer/dashboard-items/date-filter.md + - name: Image + href: dashboard-viewer/dashboard-items/image.md + items: + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/image/printing-and-exporting.md + - name: Text Box + href: dashboard-viewer/dashboard-items/text-box.md + items: + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/text-box/printing-and-exporting.md + - name: Treemap + href: dashboard-viewer/dashboard-items/treemap.md + items: + - name: Data Presentation Basics + href: dashboard-viewer/dashboard-items/treemap/data-presentation-basics.md + - name: Interactivity + href: dashboard-viewer/dashboard-items/treemap/interactivity.md + - name: Printing and Exporting + href: dashboard-viewer/dashboard-items/treemap/printing-and-exporting.md + - name: Filter Elements + href: dashboard-viewer/dashboard-items/filter-elements.md + items: + - name: Filter Elements Overview + href: dashboard-viewer/dashboard-items/filter-elements/filter-elements-overview.md + - name: Neutral Filter Mode + href: dashboard-viewer/dashboard-items/filter-elements/neutral-filter-mode.md + - name: Tab Container + href: dashboard-viewer/dashboard-items/tab-container.md diff --git a/dashboard-for-web/images/add-new-indicator-web.png b/eud-for-bi-dashboards/dashboard-for-web/images/add-new-indicator-web.png similarity index 100% rename from dashboard-for-web/images/add-new-indicator-web.png 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web-dashboard-designer-mode/provide-data/create-a-new-data-source.md + - name: Connect to an Existing Data Source + href: web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md + - name: Manage Data Sources + href: web-dashboard-designer-mode/provide-data/manage-data-sources.md + - name: Working with SQL Data Sources + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md + items: + - name: Manage SQL Queries + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md + - name: Filter Queries + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md + - name: Pass Query Parameters + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md + - name: Stored Procedures + href: web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md + - name: Filter Data Sources + href: web-dashboard-designer-mode/provide-data/filter-data-sources.md + - name: Calculated Fields + href: web-dashboard-designer-mode/provide-data/calculated-fields.md + - name: Data Inspector + href: web-dashboard-designer-mode/provide-data/data-inspector.md + - name: Add Dashboard Items + href: web-dashboard-designer-mode/add-dashboard-items.md + - name: Bind Dashboard Items to Data + href: web-dashboard-designer-mode/bind-dashboard-items-to-data.md + items: + - name: Bind Dashboard Items to Data in the Web Dashboard + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md + - name: Hidden Data Items + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md + - name: Bind Dashboard Items to Data in OLAP Mode + href: web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md + - name: Dashboard Item Settings + href: web-dashboard-designer-mode/dashboard-item-settings.md + items: + - name: Chart + href: web-dashboard-designer-mode/dashboard-item-settings/chart.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md + - name: Series + href: web-dashboard-designer-mode/dashboard-item-settings/chart/series.md + - name: Panes + href: web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md + - name: Axes + href: web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md + - name: Trend Indicators + href: web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md + - name: Orientation + href: web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md + - name: Scatter Chart + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md + - name: Axes + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md + - name: Orientation + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md + - name: Grid + href: web-dashboard-designer-mode/dashboard-item-settings/grid.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md + - name: Columns + href: web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md + - name: Totals + href: web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md + - name: Column Filter + href: web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md + - name: Pies + href: web-dashboard-designer-mode/dashboard-item-settings/pies.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md + - name: Style + href: web-dashboard-designer-mode/dashboard-item-settings/pies/style.md + - name: Cards + href: web-dashboard-designer-mode/dashboard-item-settings/cards.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md + - name: Sparkline + href: web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md + - name: Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md + - name: Cards Arrangement + href: web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md + - name: Gauges + href: web-dashboard-designer-mode/dashboard-item-settings/gauges.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md + - name: Gauge Scale + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md + - name: Style + href: web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md + - name: Pivot + href: web-dashboard-designer-mode/dashboard-item-settings/pivot.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md + - name: Conditional Formatting + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md + - name: Expanded State + href: web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md + - name: Choropleth Map + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md + items: + - name: Providing Maps + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md + - name: Delta + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md + - name: Map Navigation + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md + - name: Legend + href: web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md + - name: Geo Point Maps + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md + items: + - name: Map Types Overview + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md + - name: Providing Maps + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md + - name: Geo Point Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md + - name: Bubble Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md + - name: Legends + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md + - name: Pie Map + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md + - name: Pie Options + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md + - name: Coloring + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md + - name: Legends + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md + - name: Clustering + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md + - name: Map Navigation + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md + - name: Range Filter + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md + - name: Series + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md + - name: Predefined Periods + href: web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md + - name: Date Filter + href: web-dashboard-designer-mode/dashboard-item-settings/date-filter.md + - name: Images + href: web-dashboard-designer-mode/dashboard-item-settings/images.md + items: + - name: Image Overview + href: web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md + - name: Providing Images + href: web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md + - name: Image Settings + href: web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md + - name: Text Box + href: web-dashboard-designer-mode/dashboard-item-settings/text-box.md + - name: Treemap + href: web-dashboard-designer-mode/dashboard-item-settings/treemap.md + items: + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md + - name: Layout + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md + - name: Grouping + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md + - name: Coloring + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md + - name: Labels + href: web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md + - name: Filter Elements + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md + items: + - name: Filter Elements Overview + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md + - name: Providing Data + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md + - name: Interactivity + href: web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md + - name: Dashboard Item Group + href: web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md + - name: Tab Container + href: web-dashboard-designer-mode/dashboard-item-settings/tab-container.md + - name: Data Shaping + href: web-dashboard-designer-mode/data-shaping.md + items: + - name: Summarization + href: web-dashboard-designer-mode/data-shaping/summarization.md + - name: Grouping + href: web-dashboard-designer-mode/data-shaping/grouping.md + - name: Sorting + href: web-dashboard-designer-mode/data-shaping/sorting.md + - name: Filtering + href: web-dashboard-designer-mode/data-shaping/filtering.md + - name: Top N + href: web-dashboard-designer-mode/data-shaping/top-n.md + - name: Formatting Data + href: web-dashboard-designer-mode/data-shaping/formatting-data.md + - name: Interactivity + href: web-dashboard-designer-mode/interactivity.md + items: + - name: Master Filtering + href: web-dashboard-designer-mode/interactivity/master-filtering.md + - name: Drill-Down + href: web-dashboard-designer-mode/interactivity/drill-down.md + - name: Neutral Filter Mode + href: web-dashboard-designer-mode/interactivity/neutral-filter-mode.md + - name: Appearance Customization + href: web-dashboard-designer-mode/appearance-customization.md + items: + - name: Conditional Formatting + href: web-dashboard-designer-mode/appearance-customization/conditional-formatting.md + - name: Coloring + href: web-dashboard-designer-mode/appearance-customization/coloring.md + - name: Themes + href: web-dashboard-designer-mode/appearance-customization/themes.md + - name: Data Analysis + href: web-dashboard-designer-mode/data-analysis.md + items: + - name: Aggregations + href: web-dashboard-designer-mode/data-analysis/aggregations.md + - name: Calculations + href: web-dashboard-designer-mode/data-analysis/calculations.md + - name: Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters.md + items: + - name: Create Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md + - name: Create Cascading Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md + - name: Reference Dashboard Parameters + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md + - name: Specify Parameter Values + href: web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md + - name: Expression Constants, Operators, and Functions + href: web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md + - name: Convert Dashboard Items + href: web-dashboard-designer-mode/convert-dashboard-items.md + - name: Dashboard Layout + href: web-dashboard-designer-mode/dashboard-layout.md + items: + - name: Dashboard Title + href: web-dashboard-designer-mode/dashboard-layout/dashboard-title.md + - name: Dashboard Item Caption + href: web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md + - name: Dashboard Items Layout + href: web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md + - name: Undo and Redo Operations + href: web-dashboard-designer-mode/undo-and-redo-operations.md + - name: Save a Dashboard + href: web-dashboard-designer-mode/save-a-dashboard.md + - name: Open a Dashboard + href: web-dashboard-designer-mode/open-a-dashboard.md + - name: Exporting + href: web-dashboard-designer-mode/exporting.md + - name: UI Elements + href: web-dashboard-designer-mode/ui-elements.md + items: + - name: Toolbox + href: web-dashboard-designer-mode/ui-elements/toolbox.md + - name: Dashboard Surface + href: web-dashboard-designer-mode/ui-elements/dashboard-surface.md + - name: Dashboard Menu + href: web-dashboard-designer-mode/ui-elements/dashboard-menu.md + - name: Dashboard Item Menu + href: web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md + - name: Data Item Menu + href: web-dashboard-designer-mode/ui-elements/data-item-menu.md + - name: Designer Toolbar + href: web-dashboard-designer-mode/ui-elements/designer-toolbar.md + - name: Dialogs and Wizards + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md + items: + - name: Dashboard Data Source Wizard + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md + items: + - name: Specify Data Source Settings (Database) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md + - name: Specify Data Source Settings (JSON) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md + - name: Specify Data Source Settings (MongoDB) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-mongodb.md + - name: Specify Data Source Settings (OLAP) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md + - name: Specify Data Source Settings (Data Fedaration) + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md + - name: Query Builder + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md + - name: Preview Data + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md + - name: Filter Editor + href: web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md +- name: Web Dashboard - Viewer Mode + href: web-dashboard-viewer-mode.md + items: + - name: Data Presentation + items: + - name: 'Data Presentation Basics ' + href: web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md + - name: Master Filtering + href: web-dashboard-viewer-mode/data-presentation/master-filtering.md + - name: Drill-Down + href: web-dashboard-viewer-mode/data-presentation/drill-down.md + - name: Dashboard Layout + href: web-dashboard-viewer-mode/data-presentation/dashboard-layout.md + - name: Mobile Layout + href: web-dashboard-viewer-mode/mobile-layout.md + - name: Dashboard Parameters + items: + - name: Requesting Parameter Values + href: web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md + - name: Exporting + href: web-dashboard-viewer-mode/exporting.md + - name: Dashboard Items + href: web-dashboard-viewer-mode/dashboard-items.md + items: + - name: Chart + href: web-dashboard-viewer-mode/dashboard-items/chart.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/chart/exporting.md + - name: Scatter Chart + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md + - name: Grid + href: web-dashboard-viewer-mode/dashboard-items/grid.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/grid/exporting.md + - name: Pies + href: web-dashboard-viewer-mode/dashboard-items/pies.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/pies/exporting.md + - name: Cards + href: web-dashboard-viewer-mode/dashboard-items/cards.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/cards/exporting.md + - name: Gauges + href: web-dashboard-viewer-mode/dashboard-items/gauges.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md + - name: Pivot + href: web-dashboard-viewer-mode/dashboard-items/pivot.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md + - name: Choropleth Map + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md + - name: Geo Point Maps + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md + - name: Range Filter + href: web-dashboard-viewer-mode/dashboard-items/range-filter.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md + - name: Image + href: web-dashboard-viewer-mode/dashboard-items/image.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/image/exporting.md + - name: Text Box + href: web-dashboard-viewer-mode/dashboard-items/text-box.md + items: + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md + - name: Treemap + href: web-dashboard-viewer-mode/dashboard-items/treemap.md + items: + - name: Data Presentation Basics + href: web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md + - name: Interactivity + href: web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md + - name: Exporting + href: web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md + - name: Filter Elements + href: web-dashboard-viewer-mode/dashboard-items/filter-elements.md + - name: Tab Container + href: web-dashboard-viewer-mode/dashboard-items/tab-container.md diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md similarity index 97% rename from dashboard-for-web/articles/web-dashboard-designer-mode.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md index 10d4c12878..21b332b6ed 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode.md @@ -6,7 +6,7 @@ legacyId: 116575 # Web Dashboard - Designer Mode The **Web Dashboard** allows you to create dashboards in a web browser and provides an intuitive UI that facilitates data binding, shaping, layout design, etc. Many of these normally complex tasks can be accomplished with a simple drag-and-drop operation, allowing you to start creating dashboards immediately. -![WebDesignerOverview](../images/img124548.png) +![WebDesignerOverview](./images/img124548.png) ## Creating Dashboards The following topics will guide you through the process of creating a dashboard. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md new file mode 100644 index 0000000000..192a76a191 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/add-dashboard-items.md @@ -0,0 +1,26 @@ +--- +title: Add Dashboard Items +author: Natalia Kazakova +legacyId: 117923 +--- +# Add Dashboard Items +After [creating a dashboard](create-a-dashboard.md) and [provide data](provide-data.md) to it, add **dashboard items** to display visual or textual information in a dashboard. + +To create a dashboard item, click the corresponding button in the [Toolbox](ui-elements/toolbox.md) or drag an item from the Toolbox into the dashboard surface. + +![wdd-add-dashboard-item](../images/img124596.png) + +This creates an empty dashboard item, which you can now configure. + +![wdd-empty-dashboard-item](../images/img124597.png) + +To completely design a dashboard item, perform the following steps. +* [Bind](bind-dashboard-items-to-data.md) the dashboard item to data. +* Set specific dashboard item settings based on its type. To learn more, see [Dashboard Item Settings](dashboard-item-settings.md). +* Perform the required [data shaping](data-shaping.md) operations (such as [grouping](data-shaping/grouping.md), [sorting](data-shaping/sorting.md), [filtering](data-shaping/filtering.md), etc.). +* Use the [interactivity](interactivity.md) features to enable interaction between various dashboard items. +* Adjust the dashboard item's position and size (a [layout](dashboard-layout.md)) and specify the dashboard item caption settings. + +To remove the dashboard item from the dashboard surface, use the **Delete** button in the [dashboard item menu](ui-elements/dashboard-item-menu.md). + +![wdd-delete-dashboard-item](../images/img125500.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/appearance-customization.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md new file mode 100644 index 0000000000..210277a87a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/coloring.md @@ -0,0 +1,148 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 117565 +--- +# Coloring +The Web Dashboard provides the capability to manage the coloring of dashboard item elements, such as chart series points or pie segments. + +## Supported Dashboard Items +You can manage coloring for the following dashboard items. +* [Chart](../dashboard-item-settings/chart.md) +* [Scatter Chart](../dashboard-item-settings/scatter-chart.md) +* [Pie](../dashboard-item-settings/pies.md) +* [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) +* [Range Filter](../dashboard-item-settings/range-filter.md) +* [Treemap](../dashboard-item-settings/treemap.md) + +## Color Schemes Overview +The dashboard supports two ways to color dashboard item elements: + +* **Global color scheme**. This scheme uses consistent colors for identical values across the dashboard. The image below shows a dashboard that contains Pie and Chart dashboard items. Pie segments and chart series points that correspond to Wisconsin, Oregon and Idaho dimension values use identical colors from the default palette. + + ![wdd-coloring-global-scheme](../../images/wdd-coloring-global-scheme126076.png) + + For a global color scheme, the dashboard reserves automatically generated colors for specific values regardless of the filter state. + +* **Local color scheme**. This scheme uses an independent set of colors for each dashboard item. The image below shows Pie segments that use colors from a local color scheme. These colors do not affect the Chart item that uses a global scheme. + + ![wdd-coloring-global-scheme](../../images/common-coloring-local-scheme.png) + + For a Local color scheme, the dashboard reassigns palette colors when the filter state is changed. + +## Color Measures and Dimensions + +You can configure color modes as follows: + +- A specific data item - To specify the color mode for a specific measure/dimension, open the [data item menu](../ui-elements/data-item-menu.md) and go to the **Data Shaping** section. Use the **Coloring** option to specify the color mode of this data item. + + ![Coloring for Web Dashboard - Data item coloring options](../../images/wdd-coloring-data-item-options126109.png) +- All data items - To see a list of all measures/dimensions for which you can specify color mode in a dashboard item, open the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Coloring** section. + + ![Coloring for Web Dashboard - Dashboard item options](../../images/wdd-coloring-options126086.png) + +For example, the image below shows the Chart dashboard item whose _Country_ **dimension** is colored by different hues: + +![wdd-coloring-color-by-measure](../../images/wdd-coloring-color-by-measure126084.png) + +And the following Pie dashboard item colors **measures** by different hues: + +![wdd-coloring-by-measure](../../images/wdd-coloring-by-measure126108.png) + +> [!NOTE] +> If you enable color variation by different hues for several dimensions/measures, all combinations of dimension values/measures are colored with different colors from the default palette. + +## Customizing Color Palettes Using the Dashboard Item Menu +The Web Dashboard allows you to customize colors of the specific palette using the **Color Scheme** section of the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu. To edit the color scheme, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon) of the corresponding color. + +![wdd-coloring-change-dashboard-item-color-scheme](../../images/img126112.png) + +Then, pick any color using the RGB color model in the invoked color picker and click **Confirm** to change the color. + +![wdd-coloring-color-picker](../../images/img126125.png) + +A new color scheme will be applied to the dashboard item(s). + +![wdd-coloring-change-local-scheme](../../images/img126127.png) + +## Dashboard Item Color Mode Specifics + +The following table describes how colors are applied based on the dashboard item's type. + +| Item's Name | Coloring Specifics | +| -- | -- | +| **Chart** | The Chart colors different measures and series dimensions by hue. | +| **Scatter Chart** |The Scatter Chart does not color its arguments. | +| **Pies** | If the Pie dashboard item contains measures (the _Values_ section) and series dimensions (the _Series_ section), only values that correspond to different measures are colored by hue.
If the Pie dashboard item contains arguments (the _Arguments_ section), different argument values are colored by hue. | +|**Choropleth Map** | The Choropleth Map automatically selects palette and scale settings to color map shapes. | +|**Bubble Map** | The Bubble Map automatically selects palette and scale settings used to color bubbles depending on the provided values. +| **Pie Map** | The Pie Map allows you to color segments that correspond to various dimension values/measures. | +| **Range Filter** | The Range Filter colors different measures and series dimensions by hue. | +| **Treemap** | If the Treemap contains only measures (the _Values_ section), values that correspond to different measures are colored by different hues.
If the Treemap contains arguments (the _Arguments_ section), values that correspond to the first argument are colored by different hues. | + +To change the default coloring behavior, you can [configure color modes](#color-measures-and-dimensions). + +## Conditional Formatting + +The DevExpress Dashboard allows you to format [dashboard item](../../web-dashboard-viewer-mode/dashboard-items.md) elements whose values meet a specified condition. This feature highlights specific elements with a predefined set of rules. + +Refer to the following article for more information about conditional formatting: [Conditional Formatting](../appearance-customization/conditional-formatting.md). + +## Switch between Global and Local Color Schemes + +The dashboard supports two ways to color dashboard item elements: +- A **Global Color Scheme** uses consistent colors for identical values across the dashboard. +- A **Local Color Scheme** uses an independent set of colors for each dashboard item. + +To switch between global and local color schemes in the Web Dashboard, open the dashboard item's [Option](../ui-elements/dashboard-menu.md) menu, go to the *Color Scheme* section, and select the Color Scheme type. + +![Switch between Global and Local Color Schemes](../../images/switching-color-scheme.png) + +>[!TIP] +> The **local** color scheme paints dashboard item elements more quickly because the control does not request all possible colors and requests only colors used in the current item. + +## Customize Color Palettes in the Dashboard Item Menu + +Use the **Color Scheme** section of the dashboard item [Option](../ui-elements/dashboard-menu.md) menu to customize colors of the specific palette. To edit the color scheme, click the **Edit** button ![wdd-icon-edit-collection-value-item](../../images/wdd-icon-edit-collection-value-item126050.png) of the corresponding color. + +![Coloring for Web Dashboard - Change a dashboard item's color scheme](../../images/wdd-coloring-change-dashboard-item-color-scheme126112.png) + +Then, pick any color in the RGB color model of the invoked color picker and click **Confirm** to change the color. + +![Coloring for Web Dashboard - Color picker](../../images/wdd-coloring-color-picker126125.png) + +A new color scheme is applied to the dashboard item(s). + +![Coloring for Web Dashboard - Change local color scheme](../../images/wdd-coloring-change-local-scheme126127.png) + +## Customize Color Palettes in the Color Scheme Page + +The **Color Scheme** page of the [dashboard menu](../ui-elements/dashboard-menu.md) allows you to edit and add colors to customize color tables. + +![Coloring for Web Dashboard - Color scheme page](../../images/wdd-coloring-scheme-page126124.png) + +### Edit Colors + +You can reassign a color in the selected color table. For this, select one of the available schemes in the **Color Schemes** pane and click the color in the **Colors** pane to invoke the **Color** combo box. + +If you click the **Color** dropdown button, it invokes a color picker where you can specify a new color. + +![Coloring for Web Dashboard - Invoke color picker](../../images/wdd-coloring-invoke-color-picker126133.png) + +Click **OK** to change the automatically assigned color for the selected value and update the current color scheme. + +![Coloring for Web Dashboard - Changed color](../../images/wdd-coloring-changed-color126122.png) + +### Add Colors + +The Color Scheme page allows you to add a new value with the specified color to the selected color scheme. To do this, use the **Add color** button. + +![Coloring for Web Dashboard - Adding color](../../images/wdd-coloring-adding-color126969.png) + +Specify the dimension value of the added color or select the measures. This creates a new value whose color can be specified as described in the **Edit colors** section. + +![Coloring for Web Dashboard - Newly added color](../../images/wdd-coloring-added-color126964.png) + +Hover over the custom color and click **Remove** (the ![wdd-icon-delete-big](../../images/wdd-icon-delete-big126104.png) icon) to remove the color. + +![Coloring for Web Dashboard - Delete color](../../images/wdd-coloring-delete-color.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md new file mode 100644 index 0000000000..b925c7c430 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/conditional-formatting.md @@ -0,0 +1,123 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117564 +--- +# Conditional Formatting +The Web Dashboard supports conditional formatting. You can apply a custom style to data elements that satisfy a certain condition for [Grid](../dashboard-item-settings/grid.md), [Pivot](../dashboard-item-settings/pivot.md), [Chart](../dashboard-item-settings/chart.md), [Scatter Chart](../dashboard-item-settings/scatter-chart.md) and [Card](../dashboard-item-settings/cards.md) items. + +![wdd-cf-main](../../images/img126130.png) + +## Format Rules + +Format rules used in conditional formatting can be categorized as follows: +* **Value** - Compares static values (Greater Than, Less Than, Between, etc.). +* **Top-Bottom** - Highlights a specific number of top/bottom values (Top N, Bottom N). +* **Average** - Highlights values above or below the average value. +* **A Date Occurring** - Highlights date-time values that are within a specified interval. +* **Expression** - Uses complex conditions to apply formatting. You can also pass dashboard parameters to expressions. +* **Icon and Color Ranges** - Display a specific icon based on a value range. You can select a predefined set of icons or apply a specific icon to each range. +* **Color Ranges** - Apply specific colors to different value ranges. You can select a predefined set of colors or use custom appearance settings to highlight values within specified ranges. +* **Gradient Ranges** - Apply formatting using gradient color scales. +* **Bar** - Visualizes numeric values as bars. You can also color bars corresponding to positive and negative values using different colors. +* **Bar Color Ranges** - Visualize numeric values as bars. Values within a range display a specific color. +* **Bar Gradient Ranges** - Visualize numeric values as bars. Values within a range display a specific bar gradient. + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * A **Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +## Create a Format Rule + +To create a format rule, open the **Conditional Formatting** section in the [data item menu](../ui-elements/data-item-menu.md) or in the the dashboard item's [Options](../ui-elements/dashboard-item-menu.md) menu. Click "+" to add a new format rule: + +![wed-dashboard-cf-add-rule](../../images/wed-dashboard-cf-add-rule.png) + +Specify the data item/card used to calculate a condition in the **Calculated by** field in the **Common** section. You can use values from one data item to apply the style settings to a different item. To do this, specify the data item in the **Apply to** section. + +Select a condition type from the list in the **Common** section. Available condition types depend on the data item’s type. + +![wdd-grid-cf-select-rule-type](../../images/img126024.png) + +In the Condition section, specify the condition settings and [appearance settings](#appearance-settings). + +![|wdd-grid-cf-value-menu](../../images/img126023.png) + +You can specify additional settings in the **Miscellaneous** section. For example, you can specify an intersection level for a Pivot or apply a rule to a row in a Grid. + +## Edit a Format Rule + +To edit a format rule, select the rule and click the **Edit** button. + +![|wdd-icon-delete-big](../../images/wdd-grid-cf-edit-rule126025.png) + +Click the **Delete** button to delete the selected format rule. + +You can also disable the rule in the **Miscellaneous** section. + +![miscellaneous-section](../../images/web-conditional-formatting-edit-rule-miscellaneous-section.png) + +Other settings in the **Miscellaneous** section depend on the selected dashboard item. + +## Appearance Settings + +You can specify appearance settings in the format rule’s Condition section. + +### Grid, Pivot, and Cards + +For Grid, Pivot, and Card items, you can specify the following settings: + +* **Appearance** + + In the **Appearance** tab, select a predefined style from the **Predefined Appearance** section or specify a *Custom Style* in the **Custom Appearance** section. + + ![Web Dashboard - Appearance Tab](../../images/wdd-cf-appearance-gallery126044.png) + + To create a *Custom Style*, click on an empty square in the **Custom Appearance** section. In the invoked **Custom Style Settings** editor, specify the background color, text color, and font settings: + + ![Web Dashboard - Custom Style Editor](../../images/web-dashboard-cf-custom-style.png) + + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../images/wdd-cf-icons-gallery126045.png) + +### Chart, Scatter Chart + +Chart and Scatter Chart items have a predefined palette and custom palette. Click a color chip in the **Custom Color** palette to set a new custom color. You can use the RGB or HSB color model in the invoked color picker to pick any color. + +![wdd-cf-chart-styles](../../images/wdd-cf-chart-styles.png) + +## Dashboard Item Format Rule Specifics + +See the following sections for more information about specific format settings for dashboard items: + +* [Conditional Formatting - Grid](../dashboard-item-settings/grid/conditional-formatting.md) +* [Conditional Formatting - Pivot](../dashboard-item-settings/pivot/conditional-formatting.md) +* [Conditional Formatting - Card](../dashboard-item-settings/cards/conditional-formatting.md) +* [Conditional Formatting - Chart](../dashboard-item-settings/chart/conditional-formatting.md) +* [Conditional Formatting - Scatter Chart](../dashboard-item-settings/scatter-chart/conditional-formatting.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md new file mode 100644 index 0000000000..37185f5cb0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/appearance-customization/themes.md @@ -0,0 +1,36 @@ +--- +title: Themes +author: Natalia Kazakova +--- +# Themes + +The Web Dashboard control supports the *Generic*, *Generic Compact*, and *Material Design Compact* [DevExtreme themes](https://js.devexpress.com/DevExtreme/Guide/Themes_and_Styles/Predefined_Themes). + + +## Generic and Generic Compact Themes + +| Theme | Image | +|---|---| +|Light | ![Light Theme](../../images/light-theme.png) | +|Dark | ![Dark Theme](../../images/dark-theme.png) | +|Carmine | ![Carmine Theme](../../images/carmine-theme.png) | +|Soft Blue | ![Soft Blue Theme](../../images/soft-blue-theme.png) | +|Green Mist | ![Green Mist Theme](../../images/green-mist-theme.png) | +|Dark Moon | ![Dark Moon Theme](../../images/dark-moon-theme.png) | +|Dark Violet | ![Dark Violet Theme](../../images/dark-violet-theme.png) | + + +## Material Design Themes + +| Theme | Image | +|---|---| +|Blue Light |![Material Blue Light Compact](../../images/material-blue-light-compact.png)| +|Lime Light |![Material Lime Light Compact](../../images/material-lime-light-compact.png)| +|Orange Light |![Material Orange Light Compact](../../images/material-orange-light-compact.png)| +|Purple Light |![Material Purple Light Compact](../../images/material-purple-light-compact.png)| +|Teal Light |![Material Teal Light Compact](../../images/material-teal-light-compact.png)| +|Blue Dark |![Material Blue Dark Compact](../../images/material-blue-dark-compact.png)| +|Lime Dark |![Material Lime Dark Compact](../../images/material-lime-dark-compact.png)| +|Orange Dark |![Material Orange Dark Compact](../../images/material-orange-dark-compact.png)| +|Purple Dark |![Material Purple Dark Compact](../../images/material-purple-dark-compact.png)| +|Teal Dark|![Material Teal Dark Compact](../../images/material-teal-dark-compact.png)| diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/bind-dashboard-items-to-data.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md new file mode 100644 index 0000000000..1b3ca09403 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md @@ -0,0 +1,21 @@ +--- +title: Bind Dashboard Items to Data in OLAP Mode +author: Natalia Kazakova +legacyId: 117958 +--- +# Bind Dashboard Items to Data in OLAP Mode +In OLAP mode, the cube schema is fetched automatically, and the **Data Sources** page of the [dashboard menu](../ui-elements/dashboard-menu.md) displays the entire OLAP cube structure. + +![wdd-data-sources-page-olap](../../images/img126320.png) + +To visualize data, open the dashboard item's **Bindings** menu, click a placeholder and choose the required measure, attribute or hierarchy in the invoked list of data source's available fields, as described in the [Bind Dashboard Items to Data](bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. Note that OLAP measures can only be placed in the Values section, while dimension attributes and hierarchies can be placed within other data sections. + +> [!NOTE] +> By default, the dashboard displays only dimension values that have intersections with measures in a cube. To show all available dimension values, add [hidden measures](hidden-data-items.md) to the dashboard item so that all dimension values of the dimension will have not be empty for at least one measure value of these measures. + +OLAP hierarchies allow you to customize each of their levels separately. Select the desired level in the dashboard item's [Bindings](../ui-elements/dashboard-item-menu.md) menu to invoke the [data item menu](../ui-elements/data-item-menu.md) to access hierarchy level options. + +![wdd-olap-hierarchy-data-item-options](../../images/img126318.png) + +> [!NOTE] +> You can easily drill down through OLAP hierarchies using the [Drill-Down](../interactivity/drill-down.md) feature. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md new file mode 100644 index 0000000000..4e8a6ee75c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md @@ -0,0 +1,42 @@ +--- +title: Bind Dashboard Items to Data in the Web Dashboard +author: Natalia Kazakova +legacyId: 117956 +--- +# Bind Dashboard Items to Data in the Web Dashboard +This topic explains how to bind the [newly created dashboard item](../add-dashboard-items.md) to data source fields to visualize data. + +## Create Binding +Invoke the [Binding](../ui-elements/dashboard-menu.md) menu. The image below displays a [Grid](../dashboard-item-settings/grid.md) dashboard item that is bound to an _SQL Data Source_ | _Sales Person_ query: + +![web dashboard - Bindings menu](../../images/wdd-bindings-menu124590.png) + +Click a placeholder and select the data source field to bind a dashboard item to data: + +![web dashboard - Add a data item](../../images/wdd-add-data-item125350.png) + +To rename the data item's caption, go to the data item's **Options** section: + +![web dashboard - Rename a data item](../../images/wdd-rename-data-item124591.png) + +> [!TIP] +> For information on how to bind a specific dashboard item to data, see the corresponding **Providing Data** help topic: [dashboard item settings](../dashboard-item-settings.md). + +## Modify Binding +You can use drag-and-drop to change the data binding order: + +![web dashboard - Replace a data item](../../images/wdd-replace-data-item124592.png) + +## Clear Binding +To remove the data item, select it and click the **Remove** (![WDD-icon-delete-data-source](../../images/wdd-icon-delete-data-source124585.png)) button next to this data item. + +![web dashboard - Delete a data item in a Grid](../../images/wdd-grid-delete-data-item125482.png) + +## Specify a Data Source +A dashboard can have several [data sources](../provide-data/manage-data-sources.md). To change the default data source (or a query / data member ), go to the dashboard item's [Binding](../ui-elements/dashboard-menu.md) menu and click the **Data Source** button. + +![web dashboard - Data filtering section](../../images/wdd-data-filtering-section125086.png) + +In the invoked section, change the data source (query / data member) and click **OK**. + +When you change the dashboard item's data source, data items try to display data from the same column of the new data source. If such a column does not exist, you get the red color indication for this data item. Select a new data source field for this data item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md new file mode 100644 index 0000000000..917717474d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/bind-dashboard-items-to-data/hidden-data-items.md @@ -0,0 +1,43 @@ +--- +title: Hidden Data Items +author: Natalia Kazakova +legacyId: 117957 +--- +# Hidden Data Items +The **hidden data items** can be used to perform various data shaping and analysis operations by measures or dimensions that do not directly take part in the visual representation of data. + +To create hidden data items, click the _Add Measure_ / _Add dimension_ placeholders in the **Hidden Measures** / **Hidden Dimensions** data section and select an appropriate data field. + +You can perform the following operations using hidden data items. +* [Filtering](#filtering) +* [Sorting](#sorting) +* [Top N](#topn) +* [Conditional Formatting](#cf) + +## Filtering +You can use **hidden dimensions** to apply [filtering](../data-shaping/filtering.md) to the dashboard item. + +![wdd-hidden-data-item-filtering](../../images/img124648.png) + +For example, the Grid on the image above is filtered by the _OrderDate (Quarter)_ hidden dimension. + +## Sorting +You can [sort](../data-shaping/sorting.md) values of the specified dimension by the **hidden measure**. + +![wdd-hidden-data-item-sorting](../../images/img124647.png) + +For instance, a data item menu on the image above displays sorting by values of the hidden _UnitPrice (Sum)_ measure. + +## Top N +You can use **hidden measures** in [Top N](../data-shaping/top-n.md) conditions. + +![wdd-hidden-data-item-top-n](../../images/img124649.png) + +For example, a data item menu on the image above displays the top 5 categories for the _UnitPrice (Sum)_ hidden measure. + +## Conditional Formatting +You can create format rules based on **hidden measures** to apply [conditional formatting](../appearance-customization/conditional-formatting.md) to elements corresponding to visible values. + +![wdd-hidden-measure-conditional-formating](../../images/img125668.png) + +For example, the Range Set format rule on the image above is calculated by the _Quantity (Sum)_ hidden measure. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md new file mode 100644 index 0000000000..4489ef7265 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/convert-dashboard-items.md @@ -0,0 +1,36 @@ +--- +title: Convert Dashboard Items +author: Natalia Kazakova +legacyId: 117951 +--- +# Convert Dashboard Items +The Web Dashboard provides the capability to convert data-bound dashboard items to another type. + +To convert the selected dashboard item to another type, use the dashboard item's [Convert To](ui-elements/dashboard-item-menu.md) menu. + +![wdd-convert-to-dialog](../images/img125857.png) + +> [!NOTE] +> You can also created a copy of the selected dashboard item using the **Duplicate current item** command. + +The Web Dashboard always preserves the following settings for data-bound dashboard items. +* The set of data items used to bind the dashboard item to data. +* Data shaping settings of data items and their names. +* A custom name displayed within the dashboard item caption. + +The following settings are kept if the dashboard item is being converted to an item that also supports this feature. +* [Master Filtering](interactivity/master-filtering.md) settings (e.g., the specified master filter mode). +* [Drill-Down](interactivity/drill-down.md) settings (e.g., the target dimension). +* [Conditional Formatting](appearance-customization/conditional-formatting.md) settings. +* [Coloring](appearance-customization/coloring.md) settings. +* [Calculation](data-analysis/calculations.md) settings. + +For different types of dashboard items, some specific settings can be preserved. For example, the following settings are preserved. +* Legend settings for the [Chart](dashboard-item-settings/chart.md)/[Scatter Chart](dashboard-item-settings/scatter-chart.md) dashboard items. +* Series types for the [Chart](dashboard-item-settings/chart.md)/[Range Filter](dashboard-item-settings/range-filter.md) dashboard items. +* Element arrangement settings for the [Pie](dashboard-item-settings/pies.md)/[Card](dashboard-item-settings/cards.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Caption settings for the [Pie](dashboard-item-settings/pies.md)/[Gauge](dashboard-item-settings/gauges.md) dashboard items. +* Navigation settings for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* The attribute whose values are displayed within shape titles for [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Legend settings for the [Choropleth Map](dashboard-item-settings/choropleth-map.md)/[Geo Point Maps](dashboard-item-settings/geo-point-maps.md). +* Clustering settings for [Geo Point Maps](dashboard-item-settings/geo-point-maps.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md new file mode 100644 index 0000000000..d0417e860c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/create-a-dashboard.md @@ -0,0 +1,21 @@ +--- +title: Create a Dashboard +author: Natalia Kazakova +legacyId: 117922 +--- +# Create a Dashboard +The Web dashboard allows you to embed the user interface required for creating dashboards at runtime. + +You can create a new dashboard in two ways. +* You can open the [dashboard menu](ui-elements/dashboard-menu.md) and click the **New** button... + + ![wdd-add-new-dashboard](../images/img125471.png) +* ...or click **Create** in the following message if your application does not have any dashboards. + + ![WebDesigner-NoDashboard](../images/img122617.png) + +After that the **New...** page is invoked. Here you can set a dashboard name, [create a new data source](provide-data/create-a-new-data-source.md) or [connect to an existing data source](provide-data/connect-to-an-existing-data-source.md). + +![WebDesignerGettingStarted_CreateDataSource](../images/img123741.png) + +To learn how to provide data for the created dashboard, see [Provide Data](provide-data.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md new file mode 100644 index 0000000000..4fb33f29ff --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards.md @@ -0,0 +1,35 @@ +--- +title: Cards +author: Natalia Kazakova +legacyId: 117945 +--- +# Cards +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![wdd-dashboard-items-cards](../../images/img125117.png) + +This section provides the following topics. +* [Providing Data](cards/providing-data.md) + + Provides information about how to supply the Card dashboard item with data. +* [Layout](cards/layout.md) + + Describes how to manage the position and visibility of elements within a card. +* [Delta](cards/delta.md) + + Provides an overview of the Card dashboard item’s capability to display the difference between two parameters. +* [Sparkline](cards/sparkline.md) + + Provides an overview of the Card dashboard item’s capability to visualize data using sparklines. +* [Formatting](cards/formatting.md) + + Shows how to format values displayed within a card. +* [Interactivity](cards/interactivity.md) + + Describes features that enable interaction between a Card dashboard item and other items. +* [Cards Arrangement](cards/cards-arrangement.md) + + Describes how to arrange cards within a Card dashboard item. +* [Conditional Formatting](cards/conditional-formatting.md) + + Describes how to format a Card dashboard item’s elements when its values meet a specified condition. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md new file mode 100644 index 0000000000..f80de865c1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/cards-arrangement.md @@ -0,0 +1,23 @@ +--- +title: Cards Arrangement +author: Natalia Kazakova +legacyId: 118006 +--- +# Cards Arrangement +The Card dashboard item allows you to specify the number of columns or rows in which cards are arranged. For example, the following image show cards arranged into 3 columns. + +![wdd-cards-layout-fixed-columns](../../../images/img125310.png) + +To control how cards are arranged, use the **Layout** section in the Card's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes cards to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange cards in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which cards are arranged. | + +To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md new file mode 100644 index 0000000000..bbb864fc8a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/conditional-formatting.md @@ -0,0 +1,87 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to change the background color of the card or to highlight individual card elements (such as title or value). + +![](../../../images/web-dashboard-card-conditional-formatting.png) + +> [!Note] +> Cards that use a [legacy layout](https://docs.devexpress.com/Dashboard/118608/create-dashboards/create-dashboards-on-the-web/dashboard-item-settings/cards/layout#legacy-layout-v162-and-earlier) do not support conditional formatting. + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the [card layout element](../../dashboard-item-settings/cards/layout.md) or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify background color, text color, and font settings. + + The background color applies to the entire card. Text settings allow you to specify a target element. + + ![Web Dashboard - Conditional Formatting with Appearance](../../../images/web-conditional-formatting-card.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + The image below displays the result of the format rule that adds the green check icon to the _Category_ dimension layout element: + + ![Web Dashboard - Conditional Formatting with Icons](../../../images/web-card-conditional-formatting-custom-layout-element.png) + + +## Card-Specific Format Condition Settings + +Available settings in the **Common** section depend on the selected **Calculated by** option: + +* **Card** + + The **Card** option specifies a data item container (a [card](../../dashboard-item-settings/cards/providing-data.md)) whose values are used to calculate the format rule. The **Value Type** field allows you to pre-process the card's value before it takes part in calculations. + + ![Web Dashboard - Card Conditional Formatting - Card Option](../../../images/web-conditional-formatting-card-delta-variation.png) + + If a dashboard item contains multiple cards, apply a format rule to the active card to see the changes. To switch between cards, click the **Values** button in the dashboard item caption. Note that the expression format condition applies to all cards regardless of the specified card. + +* **Data Item** + + For the **Data Item** option you can choose a hidden measure or series dimension. The rule applies to all cards in a Card item. + + ![|Web Dashboard - Card Conditional Formatting - Data Item Option](../../../images/web-dashboard-card-data-item-option.png) + + +To apply the appearance settings to the certain card layout element, use the drop-down **Apply to** list. The _All elements_ value applies the format rule to all card elements. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md new file mode 100644 index 0000000000..a4a7c89458 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/delta.md @@ -0,0 +1,33 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 118003 +--- +# Delta +Cards allow you to visualize the difference between the [actual and target](providing-data.md) values using special delta values and a delta indicator. If the default layout is used ([Stretched layout type](layout.md)), the card displays the following delta values/elements: + +![Card_StretchedLayout_Web_DeltaElements](../../../images/img128474.png) +* **Delta Indicator** - Indicates whether the actual value is less or greater than the target value. +* **Percent Variation** and **Absolute Variation** - delta values that show a difference between the actual and target value. You can also display the **Percent of Target** value. To do this, customize the [card's layout](layout.md). + +To customize settings that relate to the calculation and display of delta values/elements, invoke the [Binding menu](../../ui-elements/dashboard-item-menu.md), click the required data item in the [Cards](providing-data.md) section and go to **Delta Options** in the [data item's menu](../../ui-elements/data-item-menu.md). + +Then, specify the following settings: +* **Result Indication** - You can specify the condition for displaying delta indication. + * **Greater is Good** - The 'good' indication is displayed if the actual value exceeds the target value; if the target value exceeds the actual value, the 'bad' indication displays. + + ![Card_GreaterIsGood_Web](../../../images/img128418.png) + * **Less is Good** - The 'bad' indication displays if the actual value exceeds the target value; if the target value exceeds the actual value, the 'good' indication displays. + + ![Card_LessIsGood_Web](../../../images/img128419.png) + * **Warning if Greater** - A warning displays only if the actual value exceeds the target value. + + ![Card_WarningIfGreater_Web](../../../images/img128420.png) + * **Warning if Less** - A warning displays only if the target value exceeds the actual value. + + ![Card_WarningIfLess_Web](../../../images/img128421.png) + * **No Indication** - Indication does not display. + + ![Card_NoIndication_Web](../../../images/img128422.png) +* **Threshold type** / **Threshold value** - + For instance, you can specify that a specific indication should display when the actual value exceeds the target value _by 10%_ or _by $2K_. Use the **Threshold type** combo box to select whether you wish to specify the comparison tolerance in percentage values or absolute values. Then use the **Threshold value** box to specify the comparison tolerance. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md new file mode 100644 index 0000000000..1209e547e9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/formatting.md @@ -0,0 +1,18 @@ +--- +title: Formatting +author: Natalia Kazakova +legacyId: 118826 +--- +# Formatting +The Card dashboard item formats the [actual and target](providing-data.md) values displayed within cards using [format settings](../../data-shaping/formatting-data.md) specified for data items. + +To change format settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Format Options** in the [data item's menu](../../ui-elements/data-item-menu.md). +You can change format settings for the following [value types](layout.md): +* **Actual Value** +* **Target Value** +* **Absolute Variation** +* **Percent of Target** +* **Percent Variation** + +To change format settings for the selected value type, click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon). +To learn more about format settings, see **Formatting Numeric Values** in the [Formatting Data](../../data-shaping/formatting-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md new file mode 100644 index 0000000000..0edd11e5cb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/interactivity.md @@ -0,0 +1,42 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 118005 +--- +# Interactivity +To enable interaction between the Card and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +The Dashboard allows you to use the Card dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a card(s) to make other dashboard items only display data related to the selected card(s). + +![wdd-cards-master-filtering](../../../images/img125597.png) + +To enable **Master Filtering**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a card to view the details. + +![wdd-cards-drill-down](../../../images/img125598.png) + +Drill-down requires that the Series section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-cards-series-section.png](../../../images/img125599.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Card's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Card's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md new file mode 100644 index 0000000000..8a7b224f89 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/layout.md @@ -0,0 +1,59 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118825 +--- +# Layout +The Card dashboard item allows you to manage the position and visibility of elements displayed on cards. These elements include actual and target values, a [delta indicator and corresponding delta values](delta.md), a [sparkline](sparkline.md), etc. + +To manage the position and visibility of card elements, choose a predefined layout template and customize its settings. +* [Available Layout Templates](#available) +* [Default Layout](#default) +* [Change Layout](#change) + +## Available Layout Templates +The table below contains information about the available layout templates: + +| Layout Type | Example | Description | +|---|---|---| +| Stretched | ![Card_StretchedLayout_Web](../../../images/img128413.png) | The _Stretched_ layout template arranges card elements so that they occupy an entire card area. | +| Centered | ![Card_CenteredLayout_Web](../../../images/img128414.png) | The _Centered_ layout template is used to center card elements so that they occupy a specified width/height. | +| Compact | ![Card_CompactLayout_Web](../../../images/img128415.png) | The _Compact_ layout template is used to arrange card elements so that they occupy the minimum area. | +| Lightweight | ![Card_LightweightLayout_Web](../../../images/img128416.png) | The _Lightweight_ layout template displays the minimum set of elements within a card. | + +For all layout types, you can change the visibility of its elements, or you can specify the display value type for data-bound elements. To learn more, see the [Change Layout](#change) paragraph below. + +## Default Layout +The Card dashboard item uses the [Stretched](#available) layout template that arranges card visual elements in the following way by default: + +![Card_StretchedLayout_Web_AllElements](../../../images/img128473.png) + +To learn more about the available value types and visual elements, see [Change Layout](#change). + +> [!NOTE] +> **Delta Indicator** and delta values (such as **Percent Variation** or **Absolute Variation**) are colored depending on delta settings. To learn how to manage delta settings, see [Delta](delta.md). + +## Change Layout +To change a card's layout in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Cards Layout** in the [data item's menu](../../ui-elements/data-item-menu.md). +Select the required layout type and click the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon) to change its settings. The following settings are available: +* **Min width** - Specifies the minimum width of the card content. +* **Max width** - Allows you to specify the maximum width of the card content. Select the **Auto** option to determine the maximum width automatically or switch to **Custom** and specify the required width manually. + +You can show/hide the following values and visual elements within the card: + +| Value | Description | Example | +|---|---|---| +| **Title** | Displays values of the last (bottommost) dimension placed in the **[Series](providing-data.md)** section. | _Microsoft Office Keyboard_ | +| **Subtitle** | Displays combined values of all dimensions except the last (bottommost) dimension. | _Technology - Computer Peripherals_ | +| **Absolute Variation** | An absolute difference between the actual and target value (see [Delta](delta.md)). | _+18.1K_ | +| **Actual Value** | A summary value for a measure placed in the **[Actual](providing-data.md)** placeholder. | _$392K_ | +| **Card Name** | A card name. | _Revenue vs. Target_ | +| **Percent of Target** | A percent of a target value (see [Delta](delta.md)). | _104.85 %_ | +| **Percent Variation** | A percent difference between the actual and target value (see [Delta](delta.md)). | _4.85 %_ | +| **Target Value** | A summary value for a measure placed in the **[Target](providing-data.md)** placeholder. | _$374K_ | +| **Dimension {Name}** | Allows you to display values of a specific dimension placed in the **[Series](providing-data.md)** section. | _Technology_ | +| Element | Description | Example | +| **Delta Indicator** | Indicates whether the actual value is less or greater than the target value (see [Delta](delta.md)). | ![Card_DeltaIndicatorExample_Web](../../../images/img128423.png) | +| **Sparkline** | Visualizes the variation of actual or target values. To learn more, see [Sparkline](sparkline.md). | ![Card_SparklineExample_Web](../../../images/img128424.png) | + +Use the **Apply to All Cards** button to propagate the specified layout settings to all cards corresponding to **[Actual-Target](providing-data.md)** pairs. The **Reset** button resets all setting to their default values. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md new file mode 100644 index 0000000000..8a8b111b23 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118002 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Card** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Card dashboard item that is bound to data. + +![wdd-cards-data-bindings](../../../images/img125595.png) + +To bind the Card dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Card's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Cards** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed within cards. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, cards show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Cards section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | +| **Series** | Dimension | Contains data items whose values are used to label cards. | +| **Sparkline** | Dimension | Provides a date-time dimension whose data will be used to visualize values using [sparklines](sparkline.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md new file mode 100644 index 0000000000..a3a00c457a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/cards/sparkline.md @@ -0,0 +1,30 @@ +--- +title: Sparkline +author: Natalia Kazakova +legacyId: 118004 +--- +# Sparkline +_Sparklines_ can be used to visualize the variation of [actual or target](providing-data.md) values (for instance, over time). + +![wdd-cards-sparkline](../../../images/img125308.png) + +To learn how to display the sparkline for different layout types, see [Layout](layout.md). +* [Data Binding Specifics](#binding) +* [Change Sparkline Options](#options) + +## Data Binding Specifics +You need to provide a date-time or numeric dimension (in the **[Sparkline](providing-data.md)** section) whose data is used as argument values to display a sparkline within the card. + +![Card_BindingMenu_SparklineArgument](../../../images/img128476.png) + +If you have provided both actual and target values, a sparkline visualizes the actual value's variation. + +## Change Sparkline Options +To change sparkline settings in the Web Dashboard's UI, invoke the **[Binding menu](../../ui-elements/dashboard-item-menu.md)**, click the required data item in the **[Cards](providing-data.md)** section and go to **Sparkline Options** in the [data item's menu](../../ui-elements/data-item-menu.md). +The following options are available: + +| Sparkline Options | Description | +|---|---| +| View type | Defines the sparkline’s view type. Sparkline data points can be represented as **area**, **line**, **bars**, or **win** and **loss** squares. | +| Highlight min/max points | Specifies whether to highlight the minimum/maximum points of a sparkline. | +| Highlight start/end points | Specifies whether to highlight the start/end points of a sparkline. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md new file mode 100644 index 0000000000..1ee9d48586 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart.md @@ -0,0 +1,38 @@ +--- +title: Chart +author: Natalia Kazakova +legacyId: 117941 +--- +# Chart +The topics in this section describe the features available in the **Chart** dashboard item, and provide information on how to create and customize charts in the Web Dashboard. + +![wdd-dashboard-items-chart](../../images/img125118.png) + +This section is divided into the following subsections. +* [Providing Data](chart/providing-data.md) + + Explains how to supply the Chart dashboard item with data. +* [Series](chart/series.md) + + Enumerates and describes different types of series that can be displayed within the Chart dashboard item. +* [Panes](chart/panes.md) + + Introduces the concept of chart panes (visual areas within a diagram that display chart series), and describes how to create them. +* [Interactivity](chart/interactivity.md) + + Describes features that enable interaction between the Chart and other dashboard items. +* [Legend](chart/legend.md) + + Provides information about the chart legend and its options. +* [Axes](chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Trend Indicators](chart/trend-indicators.md) + + Describes how to create trend indicators and display them in Chart dashboard items. +* [Orientation](chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Conditional Formatting](chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md new file mode 100644 index 0000000000..cad81f4686 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/axes.md @@ -0,0 +1,52 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 117980 +--- +# Axes +The Chart dashboard item displays two axes by default: the X-axis and the Y-axis. The X-axis is the axis of arguments and the Y-axis is the numerical axis of values. + +![wdd-chart-axis](../../../images/img125609.png) + +## Axis X +To access X-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** section. + +You can configure the following settings. + +![wdd-chart-axis-x-options](../../../images/img125610.png) +* The **Reverse** option allows you to reverse an X axis. If the X axis is reversed, its values are ordered from right to left. +* The **Visible** option specifies whether the axis is visible. +* The **Title** option specifies the X axis's title. Use the **Title Text** field to set the title. +* The **Enable Zooming** option allows you to enable zooming for the X axis. +* The **Limit Visible Points** option allows you to limit the number of visible points. The **Visible Points Count** field allows you to specify the maximum number of visible points. + +### Continuous and Discrete X-Axes + +If the dimension in the Arguments section contains numeric data, the Chart can create either a continuous X-axis or a discrete X-axis. + +If a continuous axis is used, the distance between argument values is proportional to their values. On a discrete axis, all argument values are an equal distance from each other. + +![wdd-chart-discrete-axis](../../../images/img125612.png) + +To specify the X-axis type in the Web Dashboard, go to the data item [Data Shaping](../../ui-elements/data-item-menu.md) menu for the argument dimension and select the axis type. The image below illustrates how to change this setting for the _Product Base Margin_ data item. + +![wdd-chart-discrete-axis-option](../../../images/img125613.png) + +## Axis Y +To access Y-axis settings, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis Y** section for a corresponding pane. + +![wdd-chart-axis-y-options](../../../images/img125611.png) +* The **Always Show Zero Level** option allows you to indicate whether or not an axis zero value should be displayed. +* The **Reverse** option allows you to reverse an Y-axis. If the Y-axis is reversed, its values are ordered from right to left. +* The **Grid Lines** options allows you to control the visibility of the reference lines used to improve the readability of a chart's visual data. +* The **Visible** option specifies whether the axis is visible. +* The **Title** option specifies the Y-axis's title. Use the **Title Text** field to set the title. +* The **Logarithmic Scale** option allows you to use a log scale to display Y-axis. Use the **Logarithmic Scale Base** field to set a log scale base. + +### Secondary Axis + +The secondary Y-axis is useful when it is necessary to visually combine several charts into one. Secondary axes provide the ability to plot series with different ranges on the same chart. + +![wdd-chart-secondary-y-axis](../../../images/img125608.png) + +To plot the required series using the secondary axis, go to the data item [Options](../../ui-elements/data-item-menu.md) menu for the value measure and turn the **Plot on Secondary Axis** option on. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md new file mode 100644 index 0000000000..1e252cef6d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/conditional-formatting.md @@ -0,0 +1,96 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight chart elements such as bars, lines, areas, and data points. + +![web-cf-chart-main](../../../images/web-cf-chart-main.png) + +The following [series types](series.md) support conditional formatting: + +* Bar +* Point/Line +* Area +* Bubble +* Range Bar + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Values** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments**/**Series** section +- [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Color Ranges** + * **Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Chart-Specific Format Condition Settings + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Value** rule settings. The condition colors points/bars if their values exceed 1400. + +![web-chart-greater-than-dialog-example](../../../images/web-chart-greater-than-dialog-example.png) + +You can apply one of the predefined colors or set a custom color for this condition. + +Use the **Apply to chart elements** button group to apply a rule to points or lines. + +* **Point**: A rule applies to the data points such as bars, points and bubbles. +* **Line / Area**: A rule applies to lines and areas. + +If you select **Line / Area**, the format rule applies to the line when at least one line point meets the rule's condition: + +![web-line-chart-with-applied-value-format-rule](../../../images/web-line-chart-with-applied-value-format-rule.png) + +Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Chart item displays information about the applied rule in the legend. + +![web-chart-with-applied-value-format-rule](../../../images/web-chart-with-applied-value-format-rule.png) + +For Range format rules, the legend display text is generated automatically and depends on range intervals: + +![web-chart-cf-range-format-rule](../../../images/web-chart-cf-range-format-rule.png) + +## Coloring + +A Chart item paints elements in pale gray if they do not meet the applied format condition. Note that this does not apply to elements that are painted by different hues. + +![web-chart-coloring-by-default-cf](../../../images/web-chart-coloring-by-default-cf.png) + +Enable coloring for series to restore the color scheme: + +![web-chart-coloring-by-hue-with-applied-format-rule](../../../images/web-chart-coloring-by-hue-with-applied-format-rule.png) + +> [!Tip] +> **Documentation:** +> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md new file mode 100644 index 0000000000..146fef16bf --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/interactivity.md @@ -0,0 +1,57 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117978 +--- +# Interactivity +To enable interaction between the Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the Chart dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Chart supports filtering by **argument**, **series** or **points**. +* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking series points. + + ![wdd-chart-master-filter-arg](../../../images/img125063.png) +* When filtering **by series** is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![wdd-chart-master-filter-series](../../../images/img125065.png) +* Filtering **by points** makes other dashboard items display only data related to the selected point. + + ![wdd-chart-master-filter-points](../../../images/img125064.png) + +To configure filtering type, open the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. + +![wdd-chart-interactivity-set-points](../../../images/img125061.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The drill-down capability allows you to change the detail level of data displayed in the Chart dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The Chart supports drill-down on **argument** or **series** values. +* To drill down on arguments, click a series point to view a detail chart for the corresponding argument value. + + ![wdd-chart-drill-down-arguments](../../../images/img125058.png) + + Drill-down on arguments requires that the Arguments section contains several data items, from the least detailed to the most detailed item. + + ![wdd-chart-drill-down-set-arguments](../../../images/img125076.png) +* When drill-down on series is enabled, you can click a series point to view a detail chart for the corresponding series. + + ![wdd-chart-drill-down-series](../../../images/img125062.png) + + Drill-down on series requires that the Series section contains several data items, from the least detailed to the most detailed item. + + ![wdd-chart-drill-down-set-series](../../../images/img125075.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To specify drill-down type, go to the Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as a target dimension. + +![wdd-chart-interactivity-set-series](../../../images/img125060.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md new file mode 100644 index 0000000000..a8b5add265 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/legend.md @@ -0,0 +1,18 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117979 +--- +# Legend +A legend is an element of a chart that identifies chart series and series points. + +![wdd-chart-legend](../../../images/img125083.png) + +To customize legend options, go to the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. + +![wdd-chart-legend-options](../../../images/img125080.png) + +The following settings are available. +* The **Visible** option allows you to specify whether or not to show a legend. +* The **Inside Diagram** option allows you to locate a legend inside or outside the Chart. +* The **Position** option allows to set a legend's position and orientation. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md new file mode 100644 index 0000000000..5f2ca093ea --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/orientation.md @@ -0,0 +1,13 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 117981 +--- +# Orientation +You can rotate the Chart so that the X-axis becomes vertical, and the Y-axis becomes horizontal. + +![wdd-chart-rotated](../../../images/img125615.png) + +To rotate a Chart in the Web Dashboard, open the Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. + +![wdd-chart-rotated-option](../../../images/img125614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md new file mode 100644 index 0000000000..358e97ca3a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/panes.md @@ -0,0 +1,22 @@ +--- +title: Panes +author: Natalia Kazakova +legacyId: 117977 +--- +# Panes +Panes are visual areas within a diagram that display chart series. The Chart dashboard item can contain any number of panes. + +Each pane has its own **Y-axis** and displays a specific set of series. All panes in a chart share the same **X-axis**. + +![wdd-chart-panes](../../../images/img125054.png) + +## Add Panes +To add a pane, click the **Add Pane** button in the Chart's data item section. + +![wdd-chart-add-panes](../../../images/img125055.png) + +Once a new pane is added, the Web Dashboard creates another Values section. Use this section to provide data items that supply values to be displayed in the new pane (see [Providing Data](providing-data.md) for details on data binding). + +![wdd-chart-panes-new-value-section](../../../images/img125056.png) + +To remove a pane, click the **Remove Pane** button displayed in the added Values section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md new file mode 100644 index 0000000000..7e88502335 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117975 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Chart** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Chart dashboard item that is bound to data. + +![wdd-chart-binding](../../../images/img125010.png) + +To bind the Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Chart's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. The data item menu allows you to select the series type and specify different options. Note that some types of series accept several measures. To learn more, see the documentation for the required [series type](series.md). | +| **Arguments** | Dimension | Contains data items that provide values displayed along the X-axis of the chart. | +| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md new file mode 100644 index 0000000000..298f50d5b3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/series.md @@ -0,0 +1,56 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 117976 +--- +# Series +The Chart dashboard item supports different types of series - from simple bar and line charts to candle stick and bubble graphs. +* [Change Series Type](#changest) +* [Configure Series Options](#configurest) +* [Configure Series Point Label](#configurepl) + +## Change Series Type +By default, Chart visualizes data using the Bar series. To switch between series types, click the required data item in the **Values** section and select the required series type in the invoked data item menu. + +![wdd-chart-series-types](../../../images/img125032.png) + + Click the ellipsis button to show all available series types. + +## Configure Series Options +To configure common series options, go to the data item’s **Options** section. + +![wdd-shart-series-options](../../../images/img125034.png) + +Here you can specify whether or not to plot the current series on the secondary axis, configure point markers behavior, etc. + +The following options are available. + +| Option | Description | +|---|---| +| **Caption** | Specifies the series caption. | +| **Plot on secondary axis** | Specifies whether or not the secondary axis is used to plot the current series. | +| **Ignore empty points** | Specifies whether or not empty points are ignored when plotting the current series. | +| **Show point markers** | Specifies whether or not to show point markers for the current series. This option is in effect for the **Line** and **Area** series. Note that point markers are always shown when [Master Filtering](../../interactivity/master-filtering.md) is enabled for the Chart dashboard item. | + +## Configure Series Point Label +The **Point Label** section of a value data item allows you to enable series point labels and manage their settings. + +![wdd-chart-series-point-labels](../../../images/img125037.png) + +For example, you can specify whether or not to show point labels or set the label overlap mode. + +The following options are available. + +| Option | Description | +|---|---| +| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | +| **Content** | Specifies the type of content displayed within point labels. You can select one of the following options: _Value_, _Argument_, _Series Name_ or _Argument and Value_. | +| **Overlapping Mode** | Specifies the label overlap mode. You can reposition or hide overlapping labels or disable a resolving algorithm. | +| **Orientation** | Specifies the orientation of point labels. You can set default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | + +Bar series has additional settings. + +| Option | Description | +|---|---| +| **Show for zero values** | Specifies whether or not to show labels for points with zero values. | +| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md new file mode 100644 index 0000000000..ebb27dbde0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/chart/trend-indicators.md @@ -0,0 +1,77 @@ +--- +title: Trend Indicators +--- + +# Trend Indicators + +The Web Dashboard allows you to display predefined trend indicators in Chart dashboard items. + +Trend indicators are statistical tools used to analyze data and identify patterns or relationships between variables. + +The following indicator types are available: + +* Trend Line + + Displays the general direction of associated points. It is often used to identify existing data trends and can help forecast future trends. +* Regression Line + + Visualizes data using a mathematical formula that minimizes the distance between the line itself and associated data points. It is used to model the relationship between two variables and can be used to make predictions about one variable based on the value of another. +* Custom Indicator + + A custom indicator type registered in a dashboard. + +## Create a Trend Indicator + +Click **Trend Indicators** in the **Options** dialog to open the **Trend Indicators** editor. + +![Trend Indicators Option](../../../images/trend-indicators-option-web.png) + +Click “+” to add a new trend indicator. The new indicator is generated with the default settings and automatically displayed in a chart dashboard item: + +![Add new indicator](../../../images/add-new-indicator-web.png) + +You can change the following indicator settings: + +* Name + + The name of the trend indicator within the indicators collection. + +* Type + + The indicator type: Trend Line, Regression Line, or any registered Custom Type. + +* Value + + The measure data item that is used to calculate the trend indicator. + +* Value Level + + The value that specifies which series point value should be used to calculate the indicator. + +* Display In Legend + + Specifies whether to display the trend indicator in the legend. + +* Legend Text + + The text that identifies the trend indicator within the legend. + +* Dash Style + + The dash style used to paint the line. + +* Thickness + + The thickness of the indicator line. + +* Color + + The color for the trend indicator. + +* Visible + + Specifies whether to display the trend indicator. + +In the editor, select an indicator and click **Edit** or **Delete** to edit or delete the selected item. + +![manage-indicators-collection](../../../images/manage-indicators-collection.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md new file mode 100644 index 0000000000..24fa141834 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map.md @@ -0,0 +1,32 @@ +--- +title: Choropleth Map +author: Natalia Kazakova +legacyId: 117948 +--- +# Choropleth Map +The topics in this section describe the features available in the Choropleth Map dashboard item, that allows you to colorize the required areas in proportion to the provided values. + +![wdd-dashboard-items-choropleth-map](../../images/img125119.png) + +This section consists of the following subsections. +* [Choropleth Map](choropleth-map.md) + + Describes how to use default dashboard maps or provide custom maps. +* [Providing Data](choropleth-map/providing-data.md) + + Explains how to supply the Choropleth Map dashboard item with data. +* [Delta](choropleth-map/delta.md) + + Details how to use delta to color the map shapes. +* [Map Navigation](choropleth-map/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](choropleth-map/interactivity.md) + + Describes features that enable interaction between the Choropleth Map and other dashboard items. +* [Labels](choropleth-map/labels.md) + + Describes how to display additional information related to map shapes. +* [Legend](choropleth-map/legend.md) + + Explains the map legend and its options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md new file mode 100644 index 0000000000..64c7b82574 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/delta.md @@ -0,0 +1,32 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 117540 +--- +# Delta +The Choropleth Map allows you to indicate the difference between the actual and target values of a particular parameter. This difference is called **delta**. + +By default, map shapes are colored depending on the values provided. If you add an additional target value to create delta, the coloring of map shapes depends on the difference between two values. + +![wdd-choropleth-map-delta](../../../images/img125405.png) + +## Add Delta +**Delta** is bound to two measures that provide two values: the _Actual_ value and the _Target_ value. The difference between these values is displayed on the map. + +When you switch the map type to _Delta_, a new **Target** data item container appears. + +![wdd-choropleth-map-add-delta](../../../images/img125406.png) + +Click it to open the target [data item menu](../../ui-elements/data-item-menu.md) and provide data for the target value. + +## Delta Options +To specify delta indication settings, go to the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). Here you can specify the delta display mode (e.g., value or bar), value type, result indication, comparison tolerance, etc. + +The following options are available. + +| Option | Description | +|---|---| +| **Value Type** | Specifies which values to display within map tooltips as the delta value. | +| **Result Indication** | Specifies the condition that will be used to select the indicator color. | +| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. You can specify that a required indicator should only be displayed when the difference between the actual and target values exceeds a specified value. | +| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md new file mode 100644 index 0000000000..189928b673 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/interactivity.md @@ -0,0 +1,22 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117542 +--- +# Interactivity +To enable interaction between the **Choropleth Map** and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. + +## Master Filtering +You can use the **Choropleth Map** dashboard item as a filter for other dashboard items. + +The Choropleth Map dashboard item supports filtering by shapes. When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape(s). + +![wdd-choropleth-map-master-filter-interativity](../../../images/img125414.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To enable **Master Filtering**, go to the Choropleth Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md new file mode 100644 index 0000000000..9d35576d68 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/labels.md @@ -0,0 +1,18 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117544 +--- +# Labels +A Choropleth Map provides the capability to display titles within map shapes and allows you to manage what data to show in the shape tooltips. + +To manage map titles and tooltips, go to the **Shape Labels** section of the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-choropleth-map-shape-labels](../../../images/img125421.png) + +The following settings are available. + +| Option | Description | +|---|---| +| **Shape Title Attribute** | Allows you to select the attribute whose values are displayed within corresponding map shapes. Summary values are included to shape titles by default. | +| **Tooltip Attribute** | Allows you to configure information related to a hovered shape. You can choose whether to use a binding attribute to display as the title of shape tooltips (the **Use binding attribute** value) or specify a custom attribute from the dropdown list. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md new file mode 100644 index 0000000000..832c9a25cb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/legend.md @@ -0,0 +1,18 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117545 +--- +# Legend +A **legend** is an element of a map that shows values corresponding to each color. + +To display a legend within a map, open the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Color Legend** section. + +![wdd-choropleth-map-legend](../../../images/img125418.png) + +The following options are available. + +| Option | Description | +|---|---| +| **Show Legend** | Allows you to control the visibility of legend. | +| **Position** | Specifies the legend's position on a map. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md new file mode 100644 index 0000000000..bd9c68c62c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 117541 +--- +# Map Navigation +The Choropleth Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. + +You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** setting in the Choropleth Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-map-lock-navigation](../../../images/img125404.png) + +To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Choropleth Map's [caption](../../dashboard-layout/dashboard-item-caption.md). + +![wdd-choropleth-map-initial-state](../../../images/img125403.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md new file mode 100644 index 0000000000..348e3cc029 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-data.md @@ -0,0 +1,25 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117539 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Choropleth Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Choropleth Map dashboard item that is bound to data. + +![wdd-choropleth-map-binding](../../../images/img125398.png) + +To bind the Choropleth Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The list below illustrates the Choropleth Map's data sections. +* **Attribute** - Processed as _Dimension_ - Allows you to associate map shapes with data source field values. To learn more about attributes, see the [Map Attributes](providing-maps.md) section. +* **Maps** - Processed as _Measure_ - Contains data items whose values are used to color map shapes. Map shape colors vary based on the map type. + + By default, map shapes are colored depending on the provided values. If you add an additional target value, the coloring of map shapes depends on the difference between two values called [Delta](delta.md). +* **Tooltip Measures** - Processed as _Measure_ - Allows you to add supplementary content to the tooltips. Add the required measures to provide additional data. + + ![wdd-choropleth-map-tooltips](../../../images/img125400.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md new file mode 100644 index 0000000000..7e82ac98c8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/choropleth-map/providing-maps.md @@ -0,0 +1,52 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 117538 +--- +# Providing Maps +This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. +* [Default Maps](#defaultmaps) +* [Custom Maps](#custommaps) +* [Map Attributes](#attributes) + +## Default Maps +The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a map of the world +* **Europe** - a map of Europe +* **Asia** - a map of Asia +* **North America** - a map of North America +* **South America** - a map of South America +* **Africa** - a map of Africa +* **USA** - a map of the USA +* **Canada** - a map of Canada + +> [!NOTE] +> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. + +To select a required default map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list. + +![wdd-choropleth-map-change-map](../../../images/img125382.png) + +## Custom Maps +The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: +* **.shp file** - holds map shapes (points/lines/polygons) +* **.dbf file** - contains attributes for each shape. + +To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. + +![wdd-custom-shape-file](../../../images/img127210.png) + +Finally, provide shape data using one of the following ways. +* Specify a path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. +* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. + +Note that custom maps created in the Cartesian coordinate system are not supported. + +## Map Attributes +After you select the default or custom map, you can display supplementary information (such as the name of a country, state, etc.). To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Attribute Name** dropdown list. + +![wdd-choropleth-map-attribute](../../../images/img125387.png) + +This list displays available attributes for the current map. Each set of attribute values is related to a specific map shape. + +To learn how to bind the map attribute to a data source field, see the [Providing Data](providing-data.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md new file mode 100644 index 0000000000..3e3b2bb45e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/dashboard-item-group.md @@ -0,0 +1,32 @@ +--- +title: Dashboard Item Group +author: Natalia Kazakova +legacyId: 117533 +--- +# Dashboard Item Group +The Web Dashboard allows you to combine dashboard items into a group. The dashboard item group serves two main purposes. +* Combine dashboard items within the dashboard into a separate [layout](../dashboard-layout/dashboard-items-layout.md) group. +* Manage [interaction](../interactivity.md) between dashboard items within and outside the group. + +For example, you can combine related [filter elements](filter-elements.md) and data visualization [dashboard items](../dashboard-item-settings.md) into a group. + +![wdd-dashboard-group](../../images/img125758.png) + +## Create a Group +To create a new group, use the **Group** button (the ![wdd-group-icon](../../images/img125759.png) icon) in the [Toolbox](../ui-elements/toolbox.md). + +You can combine dashboard items into a group using several ways. +* Create a new dashboard item using the buttons inside a group or drag a new item from the [Toolbox](../ui-elements/toolbox.md). +* Move the existing items into a group using drag-and-drop. + +> [!NOTE] +> A dashboard item group cannot be added to another group. + +## Interactivity +The dashboard item group provides the capability to manage [interaction](../interactivity.md) between dashboard items within and outside the group. To specify interactivity settings, open the Group's [Interactivity](../ui-elements/dashboard-item-menu.md) menu. + +The **Master Filter** option allows you to specify whether the current group allows you to filter external dashboard items using master filter items contained within the group. If this option is disabled, master filter items contained within the group can filter only dashboard items from this group. + +![wdd-group-interactivity](../../images/img125761.png) + +The **Ignore Master Filters** option allows you to isolate dashboard items contained within the group from being filtered using external master filter items. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md new file mode 100644 index 0000000000..88e4c51144 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/date-filter.md @@ -0,0 +1,84 @@ +--- +title: Date Filter +author: Natalia Kazakova +--- +# Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +![](../../images/datefilter-web-overview.png) + +The Date Filter item displays a set of intervals that can be used as quick filters: + +![](../../images/datefilter-web-autoheight.png) + +## Add a New Date Filter to the Dashboard + +To create a Date Filter item, click the **Date Filter** item (the ![](../../images/wdd-datefilter-icon.png) icon) in the [Toolbox](../ui-elements/toolbox.md) **Filter** section: + +![](../../images/wdd-toolbox-filter-elements125330.png) + +## Bind to Data + +You can use `DateTime`/`DateOnly` fields for a date filter. + +Click the **Dimension** placeholder in the data section and select the required data source field in the **Binding** section of the invoked [data item menu](../ui-elements/data-item-menu.md) to bind the Date Filter to data. + +![](../../images/datefilter-web-data-binding.png) + +For details, see the [Bind Dashboard Items to Data](../bind-dashboard-items-to-data.md) topic. + +## Date Picker + +The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: + +![](../../images/datefilter-web-datepicker.png) + +You can configure whether to display the Date Picker in the Date Filter item. For this, go to the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu, open to the **Layout** section and specify the **Show Date Picker** setting. + +## Display Format + +To specify the date-time value format, use the **Format Type** option in the **Format** section of the [data item menu](../ui-elements/data-item-menu.md), as described in the Formatting Data topic. + +To specify a custom string displayed in the Date Picker component, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and fill in the **Display Text Pattern** text field: + +![](../../images/datefilter-web-options.png) + +You can include placeholders in a custom string. The `{0}` placeholder is the interval's start, the `{1}` placeholder is the interval's end. + +## Create Quick Filters + +**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: + +![](../../images/datefilter-web-quick-filters.png) + +To add quick filters, open the Date Filter's [Options](../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period: + +![](../../images/datefilter-web-custom-periods.png) + +Click the _edit_ icon to invoke the editor's panel and configure a custom period. The following image illustrates how to modify the **Month-to-Date** custom period: + +![](../../images/datefilter-web-custom-period-month-to-date.png) + +You can specify the following settings for the start/end boundaries: + +* **Caption** - Specifies a predefined period caption. +* **Start Mode** - Specifies a mode of the start boundary. +* **End Mode** - Specifies a mode of the end boundary. + +The following modes used to set predefined ranges are available: + +* **None** - The selection will begin from the start/end of the visible range. +* **Fixed** - Allows you to select a specific date value using the calendar. Use the **Start/End Date** option to set a value. +* **Flow** - Allows you to select a relative date value. The **Interval** option specifies the interval between the current date and the required date. The **Offset** option allows you to set the number of such intervals. + +> [!NOTE] +> Note that the **Offset** option can accept **negative** and **positive** values. Negative values correspond to dates before the current date, while positive values correspond to future dates. + +## Arrange Quick Filters + +Quick filters in the Date Filter item can be arranged horizontally or vertically. The default mode is _auto height_, in which quick filters are displayed horizontally and the dashboard item shrinks automatically to fit the items and save space. + +To specify the arrangement mode, go to the dashboard item [Options](../ui-elements/dashboard-item-menu.md) menu, open the **Layout** section and specify the **Arrangement Mode** setting: + +![](../../images/datefilter-web-options.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md new file mode 100644 index 0000000000..bc007764f2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements.md @@ -0,0 +1,14 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 117559 +--- +# Filter Elements +Filter elements represent a special type of dashboard item that allows you to apply filtering to other dashboard items. + +![wdd-dashboard-items-filters](../../images/img125353.png) + +This section consists of the following topics. +* [Filter Elements Overview](filter-elements/filter-elements-overview.md) +* [Providing Data](filter-elements/providing-data.md) +* [Interactivity](filter-elements/interactivity.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md new file mode 100644 index 0000000000..de1df02341 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/filter-elements-overview.md @@ -0,0 +1,52 @@ +--- +title: Filter Elements Overview +author: Natalia Kazakova +legacyId: 118043 +--- +# Filter Elements Overview +The Web Dashboard allows you to create filter elements that used to filter other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) +* [Date Filter](#date-filter) + +To add the required filter element to the dashboard, use corresponding buttons into the **Filter** section of the **Toolbox**. + +![wdd-toolbox-filter-elements](../../../images/wdd-toolbox-filter-elements125330.png) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. + +You can switch the combo box type in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available Combo Box's types. + +| Standard | Checked | +|---|---| +| The **Standard** type allows you to select only a single value. | The **Checked** type allows you to select multiple values in the invoked drop-down list. | +| ![wdd-combo-box-standard-type](../../../images/img125341.png) | ![wdd-combo-box-checked-type](../../../images/img126666.png) | + +By default, the Combo Box's dropdown contains an 'All' item that allows you to select/deselect all items in the Combo Box. To hide this item, turn off the **Show 'All' Value** option in the Combo Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. + +You can switch the list box type in the List Box's [Options](../../ui-elements/dashboard-item-menu.md) menu. The table below demonstrates available List Box's types. + +| Checked | Radio | +|---|---| +| The **Checked** type allows you to select multiple values in the list box. | The **Radio** type allows you to select only a single value in the radio group. | +| ![wdd-list-box-radio-type](../../../images/img125342.png) | ![wdd-list-box-checked-type](../../../images/img126667.png) | + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![wdd-treeview](../../../images/img125343.png) + +You can manage the initial expanded state of filter values using the **Auto Expand** option in the Tree View's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +## Date Filter + +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. + +![datefilter](../../../images/datefilter-web-autoheight.png) + +See [Date Filter](../date-filter.md) for details. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md new file mode 100644 index 0000000000..4af0f45834 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117561 +--- +# Interactivity +This document describes filtering capabilities supported by filter elements. You can use filter elements to apply master filtering to other dashboard items or introduce hierarchical filtering by adding several connected filters. + +## Master Filtering +The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items ([Master Filter](../../interactivity/master-filtering.md)). + +> [!IMPORTANT] +> Note that filter elements do not support Master Filter selection modes. You can switch the selection mode by [changing the type](filter-elements-overview.md) of the required filter element. + +Depending on the filter element type, you can select a value(s) to make other dashboard items display only data related to the selected value(s). + +![wdd-filter-elements-interactivity](../../../images/img125351.png) + +You can also create a set of related filter elements containing relevant filter values. For instance, in the image below, the _State_ filter element contains states related to the 'United States' value, while the _City_ filter element contains cities related to the 'New York' value. + +![wdd-filter-elements-ignore-group-filter](../../../images/img125352.png) + +Disable the **Ignore Master Filters** option in the [Interactivity](../../ui-elements/dashboard-item-menu.md) menu for the required filter element to allow the applying of filtering to this element. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md new file mode 100644 index 0000000000..4faf42efb3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/filter-elements/providing-data.md @@ -0,0 +1,22 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117560 +--- +# Providing Data +The Web Dashboard allows you to bind various dashboard items to data in a consistent manner, the only difference being the data sections that these dashboard items comprise. To learn more about common binding concepts, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +This topic describes how to bind **filter elements** to data using the Web Dashboard control. + +## Binding Overview +All filter elements provide the **Dimensions** data section, which accepts dimensions used to provide filter values. + +To bind the filter elements to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +To learn about the specifics of binding various filter elements to data, see the table below. + +| Dashboard Item | Data Sections | Description | +|---|---|---| +| **Combo Box** | ![wdd-filter-elements-combobox-bindings](../../../images/img126759.png) | The Combo Box filter element can contain several dimensions at the **Dimensions** data section. In this case , the drop-down list will contain combinations of dimension values. | +| **List Box** | ![wdd-filter-elements-listbox-bindings](../../../images/img125344.png) | The List Box filter element can contain several dimensions at the **Dimensions** data section. In this case, the list will contain combinations of dimension values. | +| **Tree View** | ![wdd-filter-elements-treeview-bindings](../../../images/img125345.png) | The Tree View filter element can contain several dimensions at the **Dimensions** data section. In this case, dimension values are displayed in a hierarchical way. This can be the set of dimensions with different group intervals (e.g., Year/Quarter/Month) or the set of related dimensions (e.g., geographical data such as continents/countries/cities). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md new file mode 100644 index 0000000000..1bb4a2aaa7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges.md @@ -0,0 +1,29 @@ +--- +title: Gauges +author: Natalia Kazakova +legacyId: 117946 +--- +# Gauges +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![wdd-dashboard-items-gauges](../../images/img125120.png) + +The following sections are available. +* [Providing Data](gauges/providing-data.md) + + Provides information about how to supply the Gauge dashboard item with data. +* [Delta](gauges/delta.md) + + Provides an overview of the Gauge dashboard item’s capability to display the difference between two parameters. +* [Gauge Scale](gauges/gauge-scale.md) + + Describes options that relate to the gauge scales. +* [Interactivity](gauges/interactivity.md) + + Describes features that enable interaction between the Gauge dashboard item and other items. +* [Layout](gauges/layout.md) + + Describes layout options of the Gauge dashboard item. +* [Style](gauges/style.md) + + Provides information about how to specify the gauge style. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md new file mode 100644 index 0000000000..377f4c995a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/delta.md @@ -0,0 +1,24 @@ +--- +title: Delta +author: Natalia Kazakova +legacyId: 118008 +--- +# Delta +Gauges allow you to display the difference between the _actual_ and _target_ values of a particular parameter. This difference is called **delta**. + +Delta is shown with a _delta indicator_ (indicating whether the actual value is less than or greater than the target value) and _delta values_ (representing this difference as an absolute value or a variation). + +![wdd-gauge-delta](../../../images/img125316.png) + +After you add the data item containing _actual_ data, you can add the second data item (optional) that contains _target_ data. To customize settings that relate to the calculation and display of deltas, open the **Delta Options** section of the [data item menu](../../ui-elements/data-item-menu.md). + +![wdd-gauge-options](../../../images/img125312.png) + +Use it to define the conditions for displaying delta indication, specify which delta values should be displayed, and introduce the comparison tolerance.The following options are available. + +| Option | Description | +|---|---| +| **Value Type** | Specifies which values should be displayed as the main delta value. Additional delta values are selected automatically. | +| **Result Indication** | Specifies the condition for displaying delta indication. | +| **Threshold Type** | Specifies the comparison tolerance in percentage values or in absolute values. | +| **Threshold Value** | Specifies the comparison tolerance value. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md new file mode 100644 index 0000000000..65c32cd2d4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/gauge-scale.md @@ -0,0 +1,17 @@ +--- +title: Gauge Scale +author: Natalia Kazakova +legacyId: 117536 +--- +# Gauge Scale +By default, the Gauge dashboard item automatically determines the range of the gauge scales based on the values they display. + +![wdd-gauge-scale](../../../images/img125318.png) + +You can override this behavior and specify maximum and minimum values on the scale. After you add the data item, open the **Scale Options** section of the [data item menu](../../ui-elements/data-item-menu.md) to customize the gauge scale. + +![wdd-gauge-options](../../../images/img125312.png) + +Then, set the minimum/maximum value mode to **Custom** and specify this value in the corresponding field. The image below shows a gauge with a minimum value of 1B and maximum 5B. + +![wdd--gauge-custom-scale-interval](../../../images/img125319.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md new file mode 100644 index 0000000000..a749b5d1ea --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/interactivity.md @@ -0,0 +1,42 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117520 +--- +# Interactivity +To enable interaction between the Gauge and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the **Gauge** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +When **Master Filtering** is enabled, you can click a gauge(s) to make other dashboard items only display data related to the selected gauge(s). + +![Gauges_MasterFiltering_Web](../../../images/img22508.png) + +To enable **Master Filtering**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a gauge to view the details. + +![Gauges_DrillDown_Web](../../../images/img22509.png) + +Drill-down requires that the **Series** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-gauge-drill-down-arguments-section](../../../images/img125778.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Gauge's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Gauge's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md new file mode 100644 index 0000000000..e76810ee13 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/layout.md @@ -0,0 +1,23 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117537 +--- +# Layout +The Gauge dashboard item allows you to specify the number of columns or rows by which gauges are arranged. For example, the following image shows gauges arranged into 3 columns. + +![wdd-gauges-fixed-columns](../../../images/img125649.png) + +To control how gauges are arranged, use the **Layout** section in the Gauge's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes gauges to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange gauges in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which gauges are arranged. | + +To specify the number of rows/columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md new file mode 100644 index 0000000000..cf495f8d1f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117535 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Gauge** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Gauge dashboard item that is bound to data. + +![wdd-gauge-bindings](../../../images/img125621.png) + +To bind the Gauge dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Gauge's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Gauges** | Measure (both _Actual_ and _Target_ values) | Contains data items used to calculate values displayed by gauges. After you add the data item containing **actual** data, you can add the second data item (optional) that contains **target** data. If both items are provided, gauges show the difference between actual and target values, called _delta_. To learn more, see [Delta](delta.md). You can fill several data item containers in the Gauges section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the dashboard item caption. | +| **Series** | Dimension | Contains data items whose values are used to label gauges.. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md new file mode 100644 index 0000000000..feceb6789e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/gauges/style.md @@ -0,0 +1,22 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 117519 +--- +# Style +The Gauge dashboard item allows you to select the gauge style. + +![wdd-gauges-style](../../../images/img125775.png) + +The following types are available. +* Full Circular +* Half-Circular +* Left-Quarter Circular +* Right-Quarter Circular +* Three-Fourths Circular +* Linear Horizontal +* Linear Vertical + +To select the gauge style, use the style icons in the Gauge [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-gauge-style-options](../../../images/img125777.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md new file mode 100644 index 0000000000..42b0228bed --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps.md @@ -0,0 +1,32 @@ +--- +title: Geo Point Maps +author: Natalia Kazakova +legacyId: 118023 +--- +# Geo Point Maps +The topics in this section describe various types of **Geo Point Map** dashboard items that allow you to place callouts, bubbles or pies on the map using geographical coordinates. + +![wdd-geo-point-map](../../images/img126681.png) + +This section consists of the following subsections. +* [Map Types Overview](geo-point-maps/map-types-overview.md) + + Lists the available types of Geo Point maps and their features. +* [Providing Maps](geo-point-maps/providing-maps.md) + + Explains how to use default dashboard maps or provide custom maps. +* [Geo Point Map](geo-point-maps/geo-point-map.md) | [Bubble Map](geo-point-maps/bubble-map.md) | [Pie Map](geo-point-maps/pie-map.md) + + Describes specific capabilities of various Geo Point Map types. +* [Clustering](geo-point-maps/clustering.md) + + Describes the feature that enables grouping of neighboring map objects. +* [Map Navigation](geo-point-maps/map-navigation.md) + + Explains how to manage map zooming and scrolling. +* [Interactivity](geo-point-maps/interactivity.md) + + Describes features that enable interaction between the Geo Point maps and other dashboard items. +* [Labels](geo-point-maps/labels.md) + + Describes how to display additional information related to map shapes. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md new file mode 100644 index 0000000000..d6ed44a751 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map.md @@ -0,0 +1,17 @@ +--- +title: Bubble Map +author: Natalia Kazakova +legacyId: 117937 +--- +# Bubble Map +The **Bubble Map** dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + +![wdd-dashboard-items-bubble-map](../../../images/img125115.png) + +Topics in this section describe specific capabilities of the **Bubble Map** dashboard item. +* [Providing Data](bubble-map/providing-data.md) + + Describes how to supply the Bubble Map with data. +* [Legends](bubble-map/legends.md) + + Describes the available Bubble Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md new file mode 100644 index 0000000000..ac7e99fc88 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/legends.md @@ -0,0 +1,29 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 118026 +--- +# Legends +The Bubble Map provides two types of legends used to identify map objects - **color** and **weighted** legends. + +## Color Legend +The color legend helps you identify which colors correspond to specific values. + +![wdd-bubble-map-color-legend](../../../../images/img126751.png) + +To specify color legend settings, go to the **Color Legend** section of the Bubble Map's **Options** menu. + +![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) + +Here you can show or hide the color legend and change its position. + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific bubble sizes. + +![wdd-maps-weighted-legend](../../../../images/img125465.png) + +To specify weighted legend's settings, go to the **Weighted Legend** section of the Bubble Map's **Options** menu. + +![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) + +Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md new file mode 100644 index 0000000000..5202923587 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/bubble-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118025 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data in the Web Dashboard](../../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Bubble Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Bubble Map dashboard item that is bound to data. + +![wdd-bubble-map-bindings](../../../../images/img126164.png) + +To bind the Bubble Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describes Bubble Map data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Weight** | Measure | Accepts a measure used to evaluate the bubble's weight. | +| **Color** | Measure | Accepts a measure used to evaluate the bubble's color. | + +The Bubble Map allows you to add supplementary content to the tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md new file mode 100644 index 0000000000..59dfa9be40 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/clustering.md @@ -0,0 +1,21 @@ +--- +title: Clustering +author: Natalia Kazakova +legacyId: 117935 +--- +# Clustering +When a Geo Point map contains a large number of objects (callouts, bubbles or pies), showing each object individually on the map is not useful. The Web Dashboard provides the capability to group neighboring map objects. This feature is called Clustering. + +For instance, the [Geo Point Map](geo-point-map.md) dashboard item combines callouts to bubbles. + +![wdd-geopoint-map-clusters](../../../images/img125449.png) + +The [Bubble Map](bubble-map.md) and [Pie Map](pie-map.md) dashboard items cluster bubbles/pies with other bubbles/pies. + +![wdd-bubble-map-clusters](../../../images/img125445.png) + +![wdd-pie-map-clusters](../../../images/img125447.png) + +To enable clustering in the Web Dashboard, use the **Enable Clustering** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-maps-enable-clustering](../../../images/img125448.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md new file mode 100644 index 0000000000..21ef135438 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map.md @@ -0,0 +1,14 @@ +--- +title: Geo Point Map +author: Natalia Kazakova +legacyId: 117938 +--- +# Geo Point Map +The **Geo Point Map** dashboard item allows you to place callouts on the map using geographical coordinates. + +![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) + +Topics in this section describe specific capabilities of the **Geo Point Map** dashboard item. +* [Providing Data](geo-point-map/providing-data.md) + + Describes how to supply the Geo Point Map with data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md new file mode 100644 index 0000000000..3d305f22df --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/geo-point-map/providing-data.md @@ -0,0 +1,31 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118024 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Geo Point Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Geo Point Map dashboard item that is bound to data. + +![wdd-geo-point-bindings](../../../../images/img126163.png) + +To bind the Geo Point Map dashboard item to data, click the placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describe the Geo Point Map's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Value** | Measure | Accepts values related to geographic points. These values are displayed within map callouts. | + +The Geo Point Map allows you to add supplementary content to the tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to the tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to the tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..cc4b88f5f7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/interactivity.md @@ -0,0 +1,25 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117933 +--- +# Interactivity +This document describes the capabilities that enable interaction between **Geo Point** maps and other dashboard items. These capabilities include **Master Filtering**. + +## Master Filtering +You can use the **Geo Point** dashboard item as a filter for other dashboard items. + +The Geo Point Map dashboard item supports filtering by callout/bubble/pie. When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![wdd-geo-point-master-filtering](../../../images/img125454.png) + +> [!NOTE] +> When you select a clustered bubble or pie, master filtering is applied by all points that are clustered into this bubble/pie. + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +To enable **Master Filtering**, go to the Map's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-interactivity-section-without-drill-down](../../../images/img125455.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Map's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md new file mode 100644 index 0000000000..04cbb5c7c8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/labels.md @@ -0,0 +1,21 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117932 +--- +# Labels +Geo Point maps provide the capability to display titles within map shapes and allow you to add supplementary content to the callout/bubble/pie tooltips. + +## Shape Titles +To manage map titles, use the **Shape Title Attribute** option of the Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +Here you can select the attribute whose values are displayed within corresponding map shapes. + +![wdd-geopoint-map-shape-title](../../../images/img125459.png) + +## Tooltips +Geo Point maps also allow you to add supplementary content to the callout/bubble/pie tooltips using the **Tooltip Measures** and **Tooltip Dimensions** data sections. + +To add an additional information, click a placeholder contained in one of the available data sections and select the required measure/dimension in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +![wdd-geo-point-map-toltips](../../../images/img125462.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md new file mode 100644 index 0000000000..f2780dc8a1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-navigation.md @@ -0,0 +1,15 @@ +--- +title: Map Navigation +author: Natalia Kazakova +legacyId: 117934 +--- +# Map Navigation +The Geo Point Map dashboard item allows you to perform navigation actions such as zooming and scrolling using the mouse. + +You can enable or disable the capability to scroll/zoom the map using the **Lock Navigation** option in the Geo Point Map's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-map-lock-navigation](../../../images/img125404.png) + +To display the entire map within the dashboard item, use the **Initial Extent** button (the ![wdd-map-initial-size-icon](../../../images/img125402.png) icon) in the Geo Point Map's [caption](../../dashboard-layout/dashboard-item-caption.md). + +![wdd-geo-point-map-initial-state](../../../images/img125453.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md new file mode 100644 index 0000000000..6fbc954287 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/map-types-overview.md @@ -0,0 +1,22 @@ +--- +title: Map Types Overview +author: Natalia Kazakova +legacyId: 117940 +--- +# Map Types Overview +The Web Dashboard allows you to create **three types** of Geo Point maps. +* The [Geo Point Map](geo-point-map.md) dashboard item allows you to place callouts on the map using geographical coordinates. + + ![wdd-dashboard-items-geo-point-map](../../../images/img125121.png) +* The [Bubble Map](bubble-map.md) dashboard item allows you to place bubbles on the map. Each bubble can represent data using its weight and color. + + ![wdd-dashboard-items-bubble-map](../../../images/img125115.png) +* The [Pie Map](pie-map.md) dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + + ![wdd-dashboard-items-pie-map](../../../images/img125124.png) + +To create the required **Geo Point Map** dashboard item, use the **Maps** section in the Toolbox. + +![wdd-toolbox-maps-section](../../../images/img125422.png) + +To learn how to provide maps for Geo Point Map dashboard items, see the [Providing Maps](providing-maps.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md new file mode 100644 index 0000000000..ab47b47ea7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map.md @@ -0,0 +1,23 @@ +--- +title: Pie Map +author: Natalia Kazakova +legacyId: 117936 +--- +# Pie Map +The **Pie Map** dashboard item allows you to display pies on the map. Each pie visualizes the contribution of each value to the total. + +![wdd-dashboard-items-pie-map](../../../images/img125124.png) + +Topics in this section describe specific capabilities of the **Pie Map** dashboard item. +* [Providing Data](pie-map/providing-data.md) + + Describes how to supply the Pie Map with data. +* [Pie Options](pie-map/pie-options.md) + + Describes the specific options of the Pie Map dashboard item. +* [Coloring](pie-map/coloring.md) + + Describes the capability to manage coloring of the Pie Map. +* [Legends](pie-map/legends.md) + + Describes the available Pie Map legends and their options. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md new file mode 100644 index 0000000000..b2799c25c0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/coloring.md @@ -0,0 +1,11 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 118030 +--- +# Coloring +Certain dashboard items provide the capability to color dashboard item elements by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see the [Coloring](../../../appearance-customization/coloring.md) section. + +The Pie Map dashboard item allows you to manage the coloring of segments corresponding to various dimension values/measures. For example, the image below illustrates the Pie Map dashboard item with a custom color palette. + +![wdd-pie-map-custom-palette](../../../../images/img126758.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md new file mode 100644 index 0000000000..4f44740822 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/legends.md @@ -0,0 +1,29 @@ +--- +title: Legends +author: Natalia Kazakova +legacyId: 118031 +--- +# Legends +The Pie Map provides two types of legends used to identify map objects - **color** and **weighted** legends. + +## Color Legend +The color legend helps you identify which colors correspond to specific argument values. + +![wdd-pie-map-color-legend](../../../../images/img126752.png) + +To specify color legend settings, go to the **Color Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-geo-point-map-color-legend-options](../../../../images/img125505.png) + +Here you can show or hide the color legend and change its position. + +## Weighted Legend +The weighted legend allows you to identify values corresponding to specific pie sizes. + +![wdd-maps-weighted-legend](../../../../images/img125465.png) + +To specify weighted legend's settings, go to the **Weighted Legend** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-geo-point-map-weighted-legend-options](../../../../images/img125506.png) + +Here you can show or hide the weighted legend and change its position. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md new file mode 100644 index 0000000000..de0428c987 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/pie-options.md @@ -0,0 +1,13 @@ +--- +title: Pie Options +author: Natalia Kazakova +legacyId: 118029 +--- +# Pie Options +The Pie Map dashboard item allows you to take into account the weight of the pies. In this case, the relative sizes of the pies depend on the corresponding summary values. + +![wdd-pie-map-weightened-pies](../../../../images/img126753.png) + +To enable this capability, go to the **Common** section of the Pie Map's [Options](../../../ui-elements/dashboard-item-menu.md) menu and use the **Weighted Pies** option. + +![wdd-pie-map-weightened-pies-options](../../../../images/img126754.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md new file mode 100644 index 0000000000..3bc306b5e9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/pie-map/providing-data.md @@ -0,0 +1,32 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118027 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind the **Pie Map** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pie Map dashboard item that is bound to data. + +![wdd-pie-map-bindings](../../../../images/img126165.png) + +To bind the Pie Map dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../../ui-elements/data-item-menu.md). + +The tables below list and describe the Pie Map's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Lattitude** | Dimension | Accepts a dimension used to provide geographic latitude. | +| **Longitude** | Dimension | Accepts a dimension used to provide geographic longitude. | +| **Values** | Measure | Accepts measures used to calculate pie values. | +| **Arguments** | Measure | Allows you to provide data for pie arguments. If you added a data item to the **Argument** section and several data items to the Values section, you can use the Values drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../../images/img20169.png) icon in the [dashboard item caption](../../../dashboard-layout/dashboard-item-caption.md). | + +The Pie Map allows you to add supplementary content to tooltips to provide additional data. + +| Section | Processed as | Description | +|---|---|---| +| **Tooltip Dimensions** | Dimension | Accepts dimensions allowing you to add supplementary content to tooltips. | +| **Tooltip Measures** | Measure | Accepts measures allowing you to add summaries to tooltips. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md new file mode 100644 index 0000000000..f4e4fb82c0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/geo-point-maps/providing-maps.md @@ -0,0 +1,42 @@ +--- +title: Providing Maps +author: Natalia Kazakova +legacyId: 117939 +--- +# Providing Maps +This topic describes how to use the default **DevExpress Dashboard** maps and configure their attributes. +* [Default Maps](#defaultmaps) +* [Custom Maps](#custommaps) + +## Default Maps +The **DevExpress Dashboard** ships with a set of default maps showing various parts of the world. The following maps are included. +* **World Countries** - a map of the world +* **Europe** - a map of Europe +* **Asia** - a map of Asia +* **North America** - a map of North America +* **South America** - a map of South America +* **Africa** - a map of Africa +* **USA** - a map of the USA +* **Canada** - a map of Canada + +> [!NOTE] +> The **World Countries** map has a lower level of detail than maps of specific regions and may not contain some of the countries. As an alternative, you can load a custom map with required granularity. + +To select a required default map, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Default Map** dropdown list located in the **Common** section. + +![wdd-geopoint-map-change-map](../../../images/img125426.png) + +## Custom Maps +The Web Dashboard uses a **Shapefile** vector format to provide custom maps. Commonly, this format includes two file types: +* **.shp file** - holds map shapes (points/lines/polygons) +* **.dbf file** - contains attributes for each shape. + +To provide a custom map, go to the **Common** section of the [Options](../../ui-elements/dashboard-item-menu.md) menu and change the **Default Map** value to **Custom**. + +![wdd-custom-shape-file](../../../images/img127210.png) + +Finally, provide shape data using one of the following ways. +* Specify the path to the **.shp** file using the **Custom Map URL** option. Attributes from the corresponding **.dbf** file located in the same directory will automatically be included in the map. +* Load the existing shapefile using the ellipsis button next to the **Custom Map File** option. In the invoked dialog, locate the required **.shp** file. Use the **Custom Attribute File** option to locate the **.dbf** file containing attributes for each shape. + +Note that custom maps created in the Cartesian coordinate system are not supported. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md new file mode 100644 index 0000000000..2f4a1b968c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid.md @@ -0,0 +1,30 @@ +--- +title: Grid +author: Natalia Kazakova +legacyId: 117943 +--- +# Grid +The topics in this section describe the features available in the **Grid** dashboard item, and provide information on how to create and customize grids + +![wdd-dashboard-items-grid](../../images/img125122.png) +* [Providing Data](grid/providing-data.md) + + Provides information about how to supply the Grid dashboard item with data. +* [Columns](grid/columns.md) + + Describes different types of grid columns. +* [Interactivity](grid/interactivity.md) + + Describes features that imply interaction between the Grid and other dashboard items. +* [Conditional Formatting](grid/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to grid cells whose values meet the specified condition. +* [Totals](grid/totals.md) + + Describes totals that allow you to calculate summaries against values displayed within Grid columns. +* [Layout](grid/layout.md) + + Describes the Grid's layout options. +* [Column Filter](grid/column-filter.md) + + Describes how you can search data in the Grid item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md new file mode 100644 index 0000000000..ea23a89f29 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/column-filter.md @@ -0,0 +1,38 @@ +# Column Filter for a Grid Item on the Web + +Column filters allow users to search data in the Grid item. These filters do not affect data outside the Grid. + +## Filter Row +The **filter row** allows a user to filter data by individual column values. + +Open the grid's [Options](../../ui-elements/dashboard-surface.md) menu and go to the **Column Filter** section to get access to the filter row. When the filter row appears, a user can enter the condition in the text box to filter column values: + +![Web Dashboard - Enabled filter row (text box)](../../../images/web-dashboard-filter-row-text-box.png) + +The filter row's cells can be of different types (for example, text boxes for string and numeric values, calendars for dates, and so on). + +## Update Totals + +A user can configure a Grid item to reflect changes in column values and recalculate [totals](totals.md) based on the applied column filters. Open the grid's [Options](../../ui-elements/dashboard-menu.md) menu and go to the **Column Filter** section to get access to this setting. As a result, the Grid item recalculates totals depending on the applied column filters: + +![web-dashboard-filter-row-update-totals](../../../images/web-dashboard-filter-row-update-totals.png) + +## Limitations + +### Filter Row Limitations +The following Grid [columns](columns.md) do not support the filter row: + +- Dimension (for Image display mode only) +- Measure (for Bar display mode only) +- Sparkline +- Delta + +A Grid item does not support a filter row for window calculations and calculated fields that use the w-function if the **Update Totals** option is enabled. + +### Update Totals Limitations + +You cannot enable totals recalculation in OLAP data sources. + +### Other Limitations + +Although column filters within a Grid item are case-insensitive, totals are calculated on the server and their case-sensitivity setting depends on the database settings. If case-sensitivity settings are different, the total value can differ from the Grid's data. Make sure that the Grid item and the database use the same case-sensitivity settings. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md similarity index 83% rename from dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md index c0f7632b6a..602869caac 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/columns.md @@ -6,7 +6,7 @@ legacyId: 117531 # Columns The Grid dashboard item supports four types of columns. -![wdd-grid-columns-overview](../../../../images/img125253.png) +![wdd-grid-columns-overview](../../../images/img125253.png) * **Dimension** A dimension column displays values from the bound data item "as is". If the dimension column is bound to a data source containing images, it can display images. @@ -14,7 +14,7 @@ The Grid dashboard item supports four types of columns. A dimension column allows you to display hyperlinks in the Grid dashboard item. You can provide hyperlinks as a separate data column, or they can be automatically created at run-time from any column using the specified **URI pattern**. - ![grid_hyperlink_column](../../../../images/grid_hyperlink_column.png) + ![grid_hyperlink_column](../../../images/grid_hyperlink_column.png) * **Measure** @@ -23,14 +23,14 @@ The Grid dashboard item supports four types of columns. Values in the measure column can be displayed as text or represented by bars. - ![wdd-grid-measure-options](../../../../images/img125786.png) + ![wdd-grid-measure-options](../../../images/img125786.png) To select between these modes, open the column menu and go to the **Options** section. * **Delta** A delta column calculates summaries against two measures: the **Actual** value and the **Target** value. When you switch the column type to **Delta**, a new **Target** data item container appears. - ![wdd-grid-delta-target-data-section](../../../../images/img125787.png) + ![wdd-grid-delta-target-data-section](../../../images/img125787.png) The difference between these values is displayed within the column. @@ -41,7 +41,7 @@ The Grid dashboard item supports four types of columns. The sparkline column is bound to the measure providing sparkline values and to the dimension providing a date-time interval. Add the required date-time dimension to the **Sparkline** placeholder to show values depending on time. - ![wdd-grid-sparkline-add-date](../../../../images/img125788.png) + ![wdd-grid-sparkline-add-date](../../../images/img125788.png) You can configure sparkline options in the data item's **Sparkline Options** section. @@ -49,4 +49,4 @@ When you drop a data item into the Columns section, the type for the new column To change the column type, open the [column menu](../../ui-elements/data-item-menu.md) and click the corresponding type button. -![wdd-grid-column-type](../../../../images/img125212.png) \ No newline at end of file +![wdd-grid-column-type](../../../images/img125212.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md new file mode 100644 index 0000000000..1c3cb9dce4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/conditional-formatting.md @@ -0,0 +1,77 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117532 +--- +# Conditional Formatting +Use conditional formatting to highlight individual cells or rows based on specific conditions. You can apply format rules to the **dimension** and **measure** [column types](columns.md). You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![wdd-grid-conditional-formatting](../../../images/img125791.png) + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. + + ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) + + +## Grid-Specific Format Condition Settings + +The format rule's **Miscellaneous** section contains the following properties that are specific to the Grid item: + +![web-cf-grid-miscellaneous](../../../images/web-cf-grid-miscellaneous.png) + + | Option | Description | + | -- | --| + | **Enabled** | Enables/disables the current format rule. | + | **Applied to Row** | Applies the current format rule to a row. | diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md new file mode 100644 index 0000000000..cab8a46c78 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/interactivity.md @@ -0,0 +1,44 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117991 +--- +# Interactivity +To enable interaction between the Grid and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the **Grid** dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Grid dashboard item supports filtering by rows. + +When **Master Filtering** is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). + +![WebViewer_MasterFiltering](../../../images/img22459.gif) + +To enable **Master Filtering**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The **Grid** dashboard item supports drill-down for rows.When drill-down is enabled, you can click a grid row to view the details. + +![wdd-grid-interactivity-drill-down](../../../images/img125412.png) + +Drill-down requires that the Columns section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-grid-interactivity-several-dimensions](../../../images/img125410.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Grid's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Grid's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md new file mode 100644 index 0000000000..d671ceca01 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/layout.md @@ -0,0 +1,19 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117993 +--- +# Layout +The Grid dashboard item allows you to customize its layout in various ways. You can manage the width of grid columns, specify the visibility of column headers, enable cell merging, etc. + +To access the layout settings, use the **Layout** section in the Grid's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +The following settings are available. + +![wdd-grid-layout-options](../../../images/img125283.png) +* **Horizontal Lines** - Specifies grid's horizontal line visibility. +* **Vertical Lines** - Specifies grid's vertical line visibility. +* **Banded Rows** - Specifies the different background for odd and even rows. +* **Column Headers** - Allows you to toggle column header visibility. +* **Word Wrap** - Displays cell content on multiple lines if the size of a dashboard item is insufficient to completely display the cell content on a single line. +* **Column Width Mode** - Specifies column widths of the entire Grid using one of the available modes. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md new file mode 100644 index 0000000000..67e3be8105 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117990 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Grid** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Grid dashboard item that is bound to data. + +![wdd-grid-binding](../../../images/img125397.png) + +To bind the Grid dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Grid's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Columns** | Dimension or Measure (depending on the selected column type) | Contains data items that provide values for grid columns. The data item menu allows you to select the [column type](columns.md) and specify their options. | +| **Sparkline** | Dimension | Contains a data item that provides arguments for sparkline columns. To learn more, see [Columns](columns.md). | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md new file mode 100644 index 0000000000..3b679aa653 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/grid/totals.md @@ -0,0 +1,44 @@ +--- +title: Totals +author: Natalia Kazakova +legacyId: 117992 +--- +# Totals +The Grid dashboard item enables you to add a summary value (a **total**) calculated against displayed values of an individual column, and to show the result under this column. Note that you can add any number of totals for each column. For example, you can obtain the number of column records, average or maximum value, etc. + +![wdd-grid-totals](../../../images/img125280.png) +* [Totals Overview](#overview) +* [Create and Edit Totals](#create) + +## Totals Overview +You can use the following summary functions when creating totals. +* **Count** - The number of records. +* **Sum** - The sum of the values. + + ![func_sum](../../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../../images/img4457.png) +* **Auto** - + The total is calculated using the type of [summary function](../../data-shaping/summarization.md) specified for the measure corresponding to the current Grid column. Note that in this case, the total is calculated based on values of the corresponding data field from the underlying data source. + + > [!NOTE] + > Note that the **Auto** type is not supported when the Grid is bound to the OLAP data source. + +You can create totals using different sets of summary functions. This depends on the type of the data source field providing data for the target column. + +> [!IMPORTANT] +> Note that the **Auto** type is available only for the [measure](columns.md) column. + +## Create and Edit Totals +To create a total, open a [data item menu](../../ui-elements/data-item-menu.md) and go to the **Totals** section. Click "+" to add a new total. + +To change the total type, open the drop down list and select the required type. + +![wdd-grid-totals-change-total-type](../../../images/img125281.png) + +You can delete the required total by clicking the **Delete** button (the ![wdd-icon-delete-big](../../../images/img126104.png) icon). + +![wdd-grid-delete-totals](../../../images/img125282.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md new file mode 100644 index 0000000000..82fb10f5db --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images.md @@ -0,0 +1,15 @@ +--- +title: Images +author: Natalia Kazakova +legacyId: 117930 +--- +# Images +The Image dashboard item is used to display static images within a dashboard. + +![wdd-dashboard-items-image](../../images/img125123.png) + +You can either add a static image or you can use the Bound Image as a detail item along with the [Master Filtering](../interactivity/master-filtering.md) feature. + + + + \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md similarity index 90% rename from dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md index df66d54210..56a349677b 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-overview.md @@ -7,10 +7,10 @@ legacyId: 117567 The Web Dashboard allows you to create two types of **Image** dashboard items. * The **Image** dashboard item allows you to add a static image to the dashboard. - ![Image_Web](../../../../images/img22523.png) + ![Image_Web](../../../images/img22523.png) * The **Bound Image** dashboard item can be bound to a set of images (for instance, stored in the database). You can use the Bound Image as a detail item along with the [Master Filtering](../../interactivity/master-filtering.md) feature. - ![wdd-image-bound](../../../../images/img125706.png) + ![wdd-image-bound](../../../images/img125706.png) To create a required Image dashboard item, use the **Image** and **Bound Image** buttons in the [Toolbox](../../ui-elements/toolbox.md). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md new file mode 100644 index 0000000000..473a13ad09 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/image-settings.md @@ -0,0 +1,28 @@ +--- +title: Image Settings +author: Natalia Kazakova +legacyId: 117570 +--- +# Image Settings +This topic describes settings related to the representation of **Image** dashboard items. + +## Image Size Mode +You can specify the image size mode that defines how the image fits within the dashboard item. + +To do this, go to the [Options](../../ui-elements/dashboard-item-menu.md) menu and select the required size mode from the list. + +![wdd-image-size-mode](../../../images/img125755.png) + +The following modes are available. + +| Size Mode | Description | +|---|---| +| **Clip** | The image is clipped if it is larger than the Image dashboard item. | +| **Stretch** | The image within the Image dashboard item is stretched or shrunk to fit the size of the Image dashboard item. | +| **Squeeze** | If the dimensions of the Image dashboard item exceed those of the image it contains, the image is shown full-size. Otherwise, the image is resized to fit the dimensions of the Image dashboard item. | +| **Zoom** | The image is sized proportionally without clipping, so that it best fits the Image dashboard item. The closest fitting side of the image (either the height or the width) will be sized to fit the dashboard item, and the remaining side (height or width) will be sized proportionally, leaving empty space. | + +## Image Alignment +To specify how the image is aligned within the dashboard item, use the **Horizontal Alignment** and **Vertical Alignment** options in the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-image-alignment](../../../images/img125756.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md new file mode 100644 index 0000000000..2db3647f3d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117569 +--- +# Interactivity +This document describes the features that enable interaction between the Bound Image and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +Data displayed in the Bound Image dashboard item can be filtered by other master filter items. The image below displays the Bound Image dashboard item filtered by [List Box](../filter-elements.md). + +![wdd-image-bound](../../../images/img125706.png) + +You can prevent the Bound Image from being affected by other master filter items using the **Ignore Master Filters** button in the Bound Image's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pivot-interactivity](../../../images/img125456.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md new file mode 100644 index 0000000000..ef9c91ff35 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/images/providing-images.md @@ -0,0 +1,34 @@ +--- +title: Providing Images +author: Natalia Kazakova +legacyId: 117568 +--- +# Providing Images +This topic describes how to provide images for the **Image** and **Bound Image** dashboard items. + +## Provide a Static Image +To provide an image to the Image dashboard item, open the Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the image path using **URL** option. + +![wdd-image-provide-image](../../../images/img125751.png) + +The URL option saves the path to the image in the [dashboard definition](../../save-a-dashboard.md). + +## Provide a Set of Images +The **Bound Image** dashboard item provides the **Attribute** data section containing the corresponding placeholder. + +![wdd-image-bound-image-bindings](../../../images/img125753.png) + +You can specify the binding mode for the Bound Image. Go to the Bound Image's [Options](../../ui-elements/dashboard-item-menu.md) menu and specify the **Binding Mode**. The following options are available. +* **Binary Array** - Use this mode if images are stored in the data source as byte arrays. +* **URI** - Use this mode to locate images accessible by a predefined URI. In this case, the data source field should return strings that are parts of URIs to these images. For instance, the URI pattern in the form below specifies the path to the folder containing the required images. + + ![wdd-image-bound-template-eud](../../../images/img128884.png) + + _C:\Images\ProductDetailsImages\{0}.jpg_ + + Data source field values will be inserted to the position of the _{0}_ placeholder. Thus, the Bound Image maps the current dimension value with the image placed at the specified URI. + +> [!NOTE] +> Note that the **Bound Image** can display only a single image simultaneously. If Master Filtering is not applied to the Bound Image, it selects the displayed image in the following ways. +> * In the **Binary Array** mode, the displayed image cannot be predicted precisely as a result of sorting limitations for the image/binary data types. Use the [Master Filtering](../../interactivity/master-filtering.md) feature to display the specified image. +> * In the **URI** mode, the Bound Image displays an image corresponding a first attribute value taking into account the attribute's sort order. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md new file mode 100644 index 0000000000..5f3c584159 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies.md @@ -0,0 +1,26 @@ +--- +title: Pies +author: Natalia Kazakova +legacyId: 117944 +--- +# Pies +The Pie dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![wdd-dashboard-items-pies](../../images/img125125.png) + +This section consists of the following subsections. +* [Providing Data](pies/providing-data.md) + + Describes how to supply the Pie dashboard item with data. +* [Interactivity](pies/interactivity.md) + + Describes features that enable interaction between the Pie dashboard item and other items. +* [Layout](pies/layout.md) + + Describes layout options of the Pie dashboard item. +* [Labels](pies/labels.md) + + Explains how to customize data labels and tooltips. +* [Style](pies/style.md) + + Describes how to select the style of pie charts. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md new file mode 100644 index 0000000000..afe1cace43 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/interactivity.md @@ -0,0 +1,57 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117529 +--- +# Interactivity +To enable interaction between the Pie and other dashboard items, you can use interactivity features like **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +You can use the Pie dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **arguments**, **series** or **points**. +* Filtering **by arguments** allows you to make other dashboard items display only data related to selected argument values by clicking a pie segment. + + ![Pies_FilteringByArguments_Web](../../../images/img22485.png) +* When filtering **by series** is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Pies_FilteringBySeries_Web](../../../images/img22486.png) +* When filtering **by points** is enabled, you can click a single pie segment to make other dashboard items display only data related to the selected segment. + + ![wdd-pies-master-filter-points](../../../images/img125780.png) + +To configure filtering type, open the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select **Arguments**, **Series** or **Points** as a target dimension. + +![wdd-chart-interactivity-set-points](../../../images/img125061.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The drill-down capability allows you to change the detail level of data displayed in the Pie dashboard item. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +The Pie supports drill-down on **argument** or **series** values. +* To drill down on **arguments**, click a pie segment to view a detail diagram for the corresponding argument value. + + ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) + + Drill-down on arguments requires that the **Arguments** section contains several data items, from the least detailed to the most detailed item. + + ![wdd-pies-interactivity-arguments](../../../images/img125781.png) +* When drill-down on **series** is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) + + Drill-down on series requires that the **Series** section contains several data items, from the least detailed to the most detailed item. + + ![wdd-pies-interactivity-series](../../../images/img125782.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To specify drill-down type, go to the Pie's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and set **Arguments** or **Series** as the target dimension. + +![wdd-chart-interactivity-set-series](../../../images/img125060.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Pie's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md new file mode 100644 index 0000000000..1bdff98898 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/labels.md @@ -0,0 +1,15 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117998 +--- +# Labels +Pies display **data labels** that contain descriptions for pie segments, and provide **tooltips** with additional information. + +![wdd-pie-labels](../../../images/img125620.png) + +To configure data labels and tooltips, open the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. + +![wdd-pies-data-labels-options](../../../images/img125618.png) ![wdd-pies-tooltips-options](../../../images/img125619.png) + +Here you can set argument, value, percent or their combinations as data labels or tooltips. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md new file mode 100644 index 0000000000..6d2ecaa201 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/layout.md @@ -0,0 +1,23 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117996 +--- +# Layout +The Pie dashboard item allows you to specify the number of columns or rows in which pies are arranged. For example, the following image show pies arranged into 3 columns. + +![wdd-pie-content-arr-fixed-column.png](../../../images/img125197.png) + +To control how cards are arranged, use the **Layout** section in the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pie-content-arrangement](../../../images/img125199.png) + +The following modes are available. + +| Arrangement Mode | Description | +|---|---| +| **Auto** | Automatically resizes pies to fit within the dashboard item. | +| **Fixed Rows** | Allows you to arrange pies in a specific number of rows. | +| **Fixed Columns** | Allows you to specify the number of columns in which pies are arranged. | + +To specify the number of rows / columns, use the **Line Count** field. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md new file mode 100644 index 0000000000..d23d4f35f4 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117995 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pie** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pie dashboard item that is bound to data. + +![wdd-pies-bindings](../../../images/img125650.png) + +To bind the Pie dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Pie's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items that define the share of pie segments. In case of negative measure values, Pie uses their absolute values. | +| **Arguments** | Dimension | Contains data items that provide values used to label pie segments. | +| **Series** | Dimension | Contains data items whose values are used to label pie charts. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md new file mode 100644 index 0000000000..ff0d4e3c3f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pies/style.md @@ -0,0 +1,13 @@ +--- +title: Style +author: Natalia Kazakova +legacyId: 117999 +--- +# Style +The Pie dashboard item allows you to select whether diagrams should be painted as **pies** or **donuts**. + +![wdd-pie-style-pie](../../../images/img125202.png)![wdd-pie-style-donut](../../../images/img125201.png) + +To select the diagram style, go to the **Style** section of the Pie's [Options](../../ui-elements/dashboard-item-menu.md) menu and use the **Pie** or **Donut** buttons. + +![wdd-pie-style-settings](../../../images/img125200.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md new file mode 100644 index 0000000000..5c68b7c47d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot.md @@ -0,0 +1,26 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 117947 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![wdd-dashboard-items-pivot](../../images/img125126.png) + +This section consists of the following topics. +* [Providing Data](pivot/providing-data.md) + + Explains how to supply the Pivot dashboard item with data. +* [Interactivity](pivot/interactivity.md) + + Describes features that enable interaction between the Pivot and other dashboard items. +* [Conditional Formatting](pivot/conditional-formatting.md) + + Describes the conditional formatting feature that provides the capability to apply formatting to cells whose values meet the specified condition. +* [Layout](pivot/layout.md) + + Describes layout options of the Pivot dashboard item. +* [Expanded State](pivot/expanded-state.md) + + Describes how to specify whether to expand column/row groups by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md new file mode 100644 index 0000000000..b535bce243 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/conditional-formatting.md @@ -0,0 +1,107 @@ +--- +title: Conditional Formatting +author: Natalia Kazakova +legacyId: 117517 +--- +# Conditional Formatting +A Pivot dashboard item highlights cells with a certain color, depending on the cell's value. You can calculate a format rule by measures placed in the **Values** section and dimensions placed in the **Columns** or **Rows** section. + +You can use [hidden measures](../../bind-dashboard-items-to-data/hidden-data-items.md) to specify a condition used to apply formatting to visible values. + +![wdd-pivot-cf](../../../images/img126057.png) + +## Supported Format Rules + +Format rules that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Icon Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Icon and Color Ranges** + * **Color Ranges** + * **Gradient Ranges** + * **Bar** + * **Bar Color Ranges** + * **Bar Gradient Ranges** + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Appearance Settings + +You can add an icon to the cells/rows or configure the style for display text or background color. To do this, open the format rule's **Condition** section and specify the settings: + +* **Appearance** + + You can select a predefined style or create a *Custom Style* in the **Appearance** tab. You can specify the background color, the text color, and the font settings. + + ![|Web Dashboard - Appearance Tab](../../../images/wdd-cf-appearance-gallery126044.png) + +* **Icons** + + You can select an predefined icon from the **Icon** tab. + + ![Web Dashboard - Icons Tab](../../../images/wdd-cf-icons-gallery126045.png) + +## Pivot-Specific Format Condition Settings + +Appearance settings are applied to data cells that correspond to a row/column intersection. You can set a new intersection of the row and column or use predefined settings. + +Note the following specifics: + +1. The dashboard does not calculate format rules in a pivot item for percentage values at multiple levels. In this case, the "All Levels" intersection mode is not available. +2. If you create a new format rule for a dimension from the Columns/Rows section, the corresponding format condition dialog does not contain any Pivot-specific settings. + +The format rule's **Miscellaneous** section contains pivot-specific options: + +![](../../../images/web-cf-pivot-miscellaneous.png) + +| Option | Description | +| --|--| +| **Enabled** | Enables/disables the current format rule. | +| **Intersection Mode** | Specifies the level at which to apply conditional formatting to pivot cells. | +| **Intersection Row/Column Dimension** | Applies the format rule to the specified row/column dimension, if you select the _Specific Level_ as the intersection mode.| +| **Apply to Row/Column** | Specifies whether to apply the formatting to the Pivot item's entire row/column. + +A Pivot item allows you to specify the field intersection to which a format rule is applied. + +| Intersection Level Mode| Description | +| --|--| +| _Auto_ | Identifies the default level. For the Pivot dashboard item, _Auto_ identifies the First Level. | +| _First Level_ |The first level values are used to apply conditional formatting. | +| _Last Level_ | The last level values are used to apply conditional formatting. | +| _All Levels_ | All pivot data cells are used to apply conditional formatting. | +| _Specific Level_ | The specified measures/dimensions are used to apply conditional formatting. | + +For example, the Pivot item has three fields in the column area (_Year_, _Category_, and _Product_) and one field in the row area (_State_): + +![intersection_levels](../../../images/intersection_levels.png) + +The image below displays different intersection levels with the applied format rule: + +![pivot_applied_levels](../../../images/pivot_applied_levels.png) + +To apply a format rule to the row or column Grand Total, change the **Intersection Level Mode** to _Specific level_ and set the _[Grand Total]_ value as the intersection row/column dimension. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md new file mode 100644 index 0000000000..b2f6a307ba --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/expanded-state.md @@ -0,0 +1,13 @@ +--- +title: Expanded State +author: Natalia Kazakova +legacyId: 118827 +--- +# Expanded State +If the [Columns or Rows](providing-data.md) section contains several data items, the Pivot column and row headers are arranged in a hierarchy and make up column and row groups. + +![wdd-pivot-expand-collapse.png](../../../images/img125647.png) + +You can collapse and expand row and column groups using the ![Pivot_Layout_ExpandCollapse_DownArrow](../../../images/img20154.png) and ![Pivot_Layout_ExpandCollapse_UpArrow](../../../images/img20155.png) buttons. However, the current expanded state of column and row groups do not save in the dashboard definition. If necessary, you can specify the default expanded state using the following options from **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Initial State**: +* **Auto Expanded Column Groups** - Specifies whether column groups should be collapsed or expanded by default; +* **Auto Expanded Row Groups** - Specifies whether row groups should be collapsed or expanded by default. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md new file mode 100644 index 0000000000..55168f5271 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/interactivity.md @@ -0,0 +1,18 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117548 +--- +# Interactivity +To enable interaction between the Pivot and other dashboard items, you can use the interactivity features. These features include **Master Filtering**. + +## Master Filtering +Data displayed in the Pivot dashboard item can be filtered by other master filter items. The image below displays the Pivot dashboard item filtered by [Tree View](../filter-elements.md). + +![wdd-pivot-interactivity](../../../images/img125754.png) + +You can prevent the pivot from being affected by other master filter items using the **Ignore Master Filters** button in the Pivot's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-pivot-interactivity](../../../images/img125456.png) + +To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md new file mode 100644 index 0000000000..090d7e8b9c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/layout.md @@ -0,0 +1,56 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 117550 +--- +# Layout +This topic describes how to control the Pivot dashboard item layout, the visibility of totals and grand totals, etc. +* [Layout Type](#layouttype) +* [Totals Visibility](#totalsvisibility) +* [Totals Position](#totalsposition) +* [Values Visibility](#valuesvisibility) +* [Values Position](#valuesposition) + +## Layout Type +If the Pivot dashboard item contains a hierarchy of dimensions in the [Rows](providing-data.md) section, you can specify the layout used to arrange values corresponding to individual groups. + +| Layout type | Example | Description | +|---|---|---| +| **Compact** | ![WebPivot_LayoutCompact](../../../images/img127806.png) | Displays values from different Row dimensions in a single column. Note that in this case totals are displayed at the top of a group, and you cannot change [totals position](#totalsposition). | +| **Tabular** | ![WebPivot_LayoutTabular](../../../images/img127807.png) | Displays values from different Row dimensions in separate columns. | + +To change the Pivot layout, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Layout** option. + +## Totals Visibility +You can control the visibility of totals and grand totals for the entire Pivot dashboard item. For instance, the image below displays the Pivot dashboard item with the disabled row totals. + +![WebPivot_DisableRowTotals_Example](../../../images/img127808.png) + +To manage the visibility of totals and grand totals, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: +* **Row Totals** / **Row Grand Totals** +* **Column Totals** / **Column Grand Totals** + +Moreover, you can control the visibility of totals for individual dimensions/measures. To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required data item and use its **Options** | **Show Totals** option. + +## Totals Position +If necessary, you can change the position of totals/grand totals for the Pivot dashboard item. For instance, in the Image below the Pivot dashboard item whose row totals are moved from bottom to top. + +![WebPivot_RowTotals_Bottom_Top](../../../images/img127809.png) + +To manage totals position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the following options: +* **Row Totals Position** +* **Column Totals Position** + +## Values Visibility +The Pivot dashboard item can contain several measures in the [Values](providing-data.md) section. In this case, you can hide summary values corresponding to specific measures. For instance, the image below shows the Pivot with hidden _Quantity_ values. + +![WebPivot_ValuesVisibility](../../../images/img127811.png) + +To do this, go to **[Bindings menu](../../ui-elements/dashboard-item-menu.md)**, select the required measure and use its **Options** | **Show Values** option. + +## Values Position +The Pivot dashboard item allows you to control the position of headers used to arrange summary values corresponding to different measures. For instance, you can display values in columns or in rows. + +![WebPivot_ValuesPosition](../../../images/img127810.png) + +To manage this position, go to **[Options menu](../../ui-elements/dashboard-item-menu.md)** | **Layout** and use the **Values Position** option. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md new file mode 100644 index 0000000000..378fd734ea --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/pivot/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118010 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Pivot** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Pivot dashboard item that is bound to data. + +![wdd-pivot-bindings](../../../images/img125646.png) + +To bind the Pivot dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Pivot's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items used to calculate values displayed in the pivot table. | +| **Columns** | Dimension | Contains data items whose values are used to label columns. | +| **Rows** | Dimension | Contains data items whose values are used to label rows. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md new file mode 100644 index 0000000000..1861080ceb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter.md @@ -0,0 +1,23 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 117931 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![wdd-dashboard-items-range-filter](../../images/img125127.png) + +This section consists of the following subsections. +* [Providing Data](range-filter/providing-data.md) + + Explains how to supply the Range Filter dashboard item with data. +* [Series](range-filter/series.md) + + Enumerates and describes different types of series that can be displayed within the Range Filter dashboard item. +* [Interactivity](range-filter/interactivity.md) + + Describes features that enable interaction between the Range Filter and other dashboard items. +* [Predefined Periods](range-filter/predefined-periods.md) + + Describes how to set predefined date-time periods that can be used to perform a selection. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md new file mode 100644 index 0000000000..dd3a38671f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117557 +--- +# Interactivity +This document describes the features that enable interaction between the Range Filter and other dashboard items. These features include Master Filtering. + +## Master Filtering +The Dashboard allows you to use any data-aware dashboard item as a filter for other dashboard items. + +**Master filtering** is always enabled for the Range Filter dashboard item. The Range Filter displays a chart with selection thumbs that allow you to filter out values displayed along the argument axis. + +![wdd-dashboard-items-range-filter](../../../images/img125127.png) + +The Range Filter supports the **Ignore Master Filters** and **Cross Data Source Filtering** options. To learn more, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +## Predefined Periods +The Range Filter dashboard item allows you to add a number of _predefined date-time periods_ that can be used to perform a selection. + +![wdd-range-filter-select-custom-period](../../../images/img125361.png) + +To learn more about predefined periods, see [Predefined Periods](predefined-periods.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md similarity index 88% rename from dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md index 52de065f57..710f5dcc18 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/predefined-periods.md @@ -12,7 +12,7 @@ The Range Filter dashboard item allows you to add a number of predefined date-ti ## Add Predefined Ranges To add predefined ranges, open the Range Filter's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Custom Periods** section. Click "+" to add a new period. -![wdd-range-filter-custom-intervals](../../../../images/img125362.png) +![wdd-range-filter-custom-intervals](../../../images/img125362.png) You can specify the following settings for the start/end boundaries. * **Caption** - Specifies a predefined period caption. @@ -83,6 +83,6 @@ Below you can find some examples of how to set up custom periods: - Offset: 0 ## Select Predefined Ranges -To select a predefined period, click the **Select Date Time Period** button (the ![wdd-range-filter-custom-period-icon](../../../../images/img125360.png) icon) in the Range Filter's [caption](../../dashboard-layout/dashboard-item-caption.md) and select the required period from the list. +To select a predefined period, click the **Select Date Time Period** button (the ![wdd-range-filter-custom-period-icon](../../../images/img125360.png) icon) in the Range Filter's [caption](../../dashboard-layout/dashboard-item-caption.md) and select the required period from the list. -![wdd-range-filter-select-custom-period](../../../../images/img125361.png) \ No newline at end of file +![wdd-range-filter-select-custom-period](../../../images/img125361.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md new file mode 100644 index 0000000000..e84b1de122 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/providing-data.md @@ -0,0 +1,24 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117553 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Range Filter** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Range Filter dashboard item that is bound to data. + +![wdd-range-filter-bindings](../../../images/img125355.png) + +To bind the Range Filter dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Range Filter's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items against which the Y-coordinates of data points are calculated. | +| **Arguments** | Dimension | Contains a data item that provides values displayed along the horizontal axis of the Range Filter. These values are used for [filtering](interactivity.md). You can use only continuous **Date**, **Date-Time** and **Numeric** values as arguments. Discrete types like **String** or **Time** are not supported. Note that the **Custom Periods** section in the **Options** menu allows you to create [predefined ranges](predefined-periods.md) used to select the required date-time interval. | +| **Series** | Dimension | Contains data items whose values are used to create chart series. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md new file mode 100644 index 0000000000..4e429d8f99 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/range-filter/series.md @@ -0,0 +1,22 @@ +--- +title: Series +author: Natalia Kazakova +legacyId: 117555 +--- +# Series +The Range Filter dashboard item supports various **Line**, **Area** and **Bar** series types. + +To switch between series types, click the data item located in the **Values** section and select the required type from the **Type** section of the [data item menu](../../ui-elements/data-item-menu.md). To show all available types, click the ellipsis button. + +![wdd-range-filter-change-series-type](../../../images/img125356.png) + +The Range Filter supports the following series types. +* Line +* Stacked Line +* Full-Stacked Line +* Area +* Stacked Area +* Full-Stacked Area +* Bar +* Stacked Bar +* Full-Stacked Bar \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md new file mode 100644 index 0000000000..79ba17606a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart.md @@ -0,0 +1,32 @@ +--- +title: Scatter Chart +author: Natalia Kazakova +legacyId: 117942 +--- +# Scatter Chart +The topics in this section describe the features available in the **Scatter Chart** dashboard item, and explain how to create and customize scatter charts in the Web Dashboard. + +![wdd-dashboard-items-scatter-chart](../../images/img125128.png) + +This section is divided into the following subsections. +* [Providing Data](scatter-chart/providing-data.md) + + Explains how to supply the Scatter Chart dashboard item with data. +* [Interactivity](scatter-chart/interactivity.md) + + Describes features that enable interaction between the Scatter Chart and other dashboard items. +* [Legend](scatter-chart/legend.md) + + Describes the chart legend and its options. +* [Axes](scatter-chart/axes.md) + + Describes how to customize settings related to chart axes. +* [Orientation](scatter-chart/orientation.md) + + Describes how to toggle the chart's orientation. +* [Labels](scatter-chart/labels.md) + + Describes point labels and tooltips that contain descriptions of data points. +* [Conditional Formatting](scatter-chart/conditional-formatting.md) + + Describes the format condition settings. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md new file mode 100644 index 0000000000..089af0b991 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/axes.md @@ -0,0 +1,24 @@ +--- +title: Axes +author: Natalia Kazakova +legacyId: 117986 +--- +# Axes +Scatter Chart X and Y-axes are numerical axis of values. You can specify various axes settings to change visual data presentation. + +To access X and Y-axis settings, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Axis X** or **Axis Y** section. + +Here you can configure the visibility of axes, their title and grid lines, reverse the axes, etc. + +The following options are available. + +![wdd-scatter-chart-axis-options](../../../images/img125602.png) + +| Options | Description | +|---|---| +| **Always show zero level** | Specifies whether or not the axis' zero level is visible. If this option is unchecked, the visible axis range is defined based on the values plotted in the chart. Note that the **Axis X** section does not contain the **Always show zero level** option. | +| **Reverse** | Allows you to reverse the axis. If the axis is reversed, its values are ordered from top to down. | +| **Grid Lines** | Allows you to hide and show grid lines for the axis. | +| **Visible** | Allows you to hide and show the axis. | +| **Title** | Allows you to hide and show the axis title. You can choose whether to use the default text or specify a custom string using the **Title Text** option. | +| **Logarithmic scale** | Specifies whether or not the axis should display its numerical values using a logarithmic scale. The combo box next to this option allows you to select the logarithmic base from one of the predefined values. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md new file mode 100644 index 0000000000..7dca70a5ae --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/conditional-formatting.md @@ -0,0 +1,81 @@ +--- +title: Conditional Formatting +author: Margarita Zakhodyaeva +--- +# Conditional Formatting + +Use conditional formatting to highlight points in a Scatter Chart dashboard item. + +![web-cf-scatter-chart-main](../../../images/web-cf-scatter-chart-main.png) + +## Supported Format Rules + +You can use the following data in rule calculations: + +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **X and Y axis** sections +- [measures](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Weight** section +- [dimensions](../../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) from the **Arguments** section +- hidden measures + +Format conditions that can be applied to different data item types are as follows: +* numeric + * **Value** + * **Top-Bottom** + * **Average** + * **Expression** + * **Color Ranges** + * **Gradient Ranges** +* string + * **Value** (with the condition type set to _Equal To_, _Not Equal To_ or _Text that Contains_) + * **Expression** +* date-time + * **Value** + * **A Date Occurring** (for dimensions with a continuous date-time group interval) + * **Expression** + * **Color Ranges** + * **Gradient Ranges** + + +Refer to the following topic for more information about format condition types: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Create and Edit a Format Rule + +You can create and edit format rules in the **Conditional Formatting** section that is located in the following places: + +* The dashboard item's [Options](../../ui-elements/dashboard-item-menu.md) menu + +* The [data item menu](../../ui-elements/data-item-menu.md) + +Refer to the following topic for information on how to create and edit format rules: [Conditional Formatting in Web Dashboard](../../appearance-customization/conditional-formatting.md). + +## Format Condition Settings Specific to Scatter Charts + +Specify appearance settings and set the condition's value to create a format rule. Available settings depend on the selected format condition type. + +The image below displays the **Value** rule settings. The condition colors bubbles if their weight exceeds 200. + +![web-scatter-chart-cf-appearance-settings-dialog](../../../images/web-scatter-chart-cf-appearance-settings-dialog.png) + +You can apply one of the predefined colors or set a custom color for this condition. + +Go to the rule's **Legend** section and set the **Caption** field to specify the legend's text. It enables the **Display in Legend** option and the Scatter Chart item displays information about the applied rule in the legend. + +The image below displays the Scatter Chart item with the applied **Greater Than** format rule. The **Display in Legend** option is activated and the rule's caption is displayed in the legend: + +![web-scatter-chart-conditional-formatting](../../../images/web-scatter-chart-conditional-formatting.png) + +For Range format rules, the legend display text is generated automatically and depends on the range intervals: + +![web-scatter-chart-with-range-rule](../../../images/web-scatter-chart-with-range-rule.png) + +## Coloring + +A Scatter Chart item paints elements in pale gray if they don't meet the applied format condition. Note that this doesn't apply to elements that are painted by different hues. + +Enable coloring for arguments to restore the color scheme: + +![web-scatter-chart-color-by-hue](../../../images/web-scatter-chart-color-by-hue.png) + +> [!Tip] +> **Documentation:** +> [Web Dashboard - Coloring](../../appearance-customization/coloring.md) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md new file mode 100644 index 0000000000..d134908c2c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/interactivity.md @@ -0,0 +1,44 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 117984 +--- +# Interactivity +To enable interaction between the Scatter Chart and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Scatter Chart dashboard item supports filtering by points that correspond to specific argument values or their combinations. + +When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). + +![wdd-grid-interactivity-master-filtering](../../../images/img125268.png) + +To enable **Master Filtering**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The Drill-Down feature allows you to change the detail level of data displayed in dashboard items. To learn more about concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, you can click a point to view the details (or double-click a point in case of enabled Master Filtering). + +![wdd-grid-interactivity-drill-down](../../../images/img125267.png) + +Drill-down requires that the **Arguments** section contains several dimensions, from the least to the most detailed dimension. + +![wdd-scatter-chart-arguments-section](../../../images/img125269.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Scatter Chart's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Scatter Chart's [caption](../../dashboard-layout/dashboard-item-caption.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md new file mode 100644 index 0000000000..0c11ad95c2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/labels.md @@ -0,0 +1,25 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 117988 +--- +# Labels +The Scatter Chart can display **point labels** that contain descriptions for data points, and provide **tooltips** with additional information. + +![wdd-scatter-chart-point-label](../../../images/img125604.png) + +To manage the visibility of point labels, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to the **Labels** section. Then, turn the **Show Point Labels** option on. + +Here you can specify the type of content displayed within point labels, configure label overlap mode and set the orientation of point labels. + +The following options are available. + +![wdd-scatter-chart-labels-option](../../../images/img125607.png) + +| Options | Description | +|---|---| +| **Show Point Labels** | Specifies whether or not to show point labels for the current series. | +| **Content** | Specifies the type of content displayed within point labels. You can select _Value_, _Argument_, _Series Name_ or _Argument and Value_ options. | +| **Overlapping Mode** | Specifies the label overlap mode. You can hide overlapping labels or disable a resolving algorithm. | +| **Orientation** | Specifies the orientation of point labels. You can set a default orientation or rotate point labels 90 degrees clockwise or counter clockwise. | +| **Position** | Specifies the position of point labels relative to bars. Point labels can be displayed inside or outside bars. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md new file mode 100644 index 0000000000..8f60028e38 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/legend.md @@ -0,0 +1,21 @@ +--- +title: Legend +author: Natalia Kazakova +legacyId: 117985 +--- +# Legend +A legend is an element of a scatter chart that identifies chart points (for instance, colored points corresponding to argument values). + +![wdd-scatter-chart-legend](../../../images/img125606.png) + +To customize legend options, go to the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Legend** section. + +![wdd-scatter-chart-legend-options](../../../images/img125601.png) + +The following settings are available. + +| Setting | Description | +|---|---| +| **Show Legend** | Specifies whether or not to show a legend. | +| **Inside Diagram** | Locates a legend inside or outside the Scatter Chart. | +| **Position** | Sets a legend position and orientation. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md new file mode 100644 index 0000000000..e8b3892ec8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/orientation.md @@ -0,0 +1,11 @@ +--- +title: Orientation +author: Natalia Kazakova +legacyId: 117987 +--- +# Orientation +You can rotate the Scatter Chart so that the [X-axis](axes.md) becomes vertical, and the [Y-axis](axes.md) becomes horizontal. + +To rotate a Scatter Chart in the Web Dashboard, open the Scatter Chart's [Options](../../ui-elements/dashboard-item-menu.md) menu and go to **Common** section. Then, turn the **Rotated** option on. + +![wdd-scatter-chart-rotate](../../../images/img125603.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md new file mode 100644 index 0000000000..89cfd19544 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/scatter-chart/providing-data.md @@ -0,0 +1,25 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 117983 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Scatter Chart** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Scatter Chart dashboard item that is bound to data. + +![wdd-scatter-chart-bindings](../../../images/img125600.png) + +To bind the Scatter Chart dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Scatter Chart's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **X-Axis** | Measure | Contains the data item against which the X-coordinates of data points are calculated. | +| **Y-Axis** | Measure | Contains the data item against which the Y-coordinates of data points are calculated. | +| **Weight** | Measure | Contains the data item whose values are used to calculate the weight of data points. | +| **Arguments** | Dimension | Contains data items that provide scatter chart arguments used to create data points. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md new file mode 100644 index 0000000000..03001cf352 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/tab-container.md @@ -0,0 +1,41 @@ +--- +title: Tab Container +author: Natalia Kazakova +legacyId: 400300 +--- +# Tab Container + +Like the [Dashboard Item Group](dashboard-item-group.md), the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. For example, you can place common filter elements on a separate tab page to display only data dashboard items. + +![](../../images/wdd-dashboard-item-tab-container.png) + +- [Create a Tab Container](#create-a-tab-container) +- [Interactivity](#interactivity) + +## Create a Tab Container +To create a tab container, use the **Tab Container** button (the ![Insert Tab Container](../../images/wdd-toolbox-insert-tab-container.png) icon) in the [Toolbox](../ui-elements/toolbox.md). The created tab container always contains one empty tab page (_Page 1_). + +![](../../images/wdd-tab-container-empty-page.png) + +Click the **Add page** button (the ![](../../images/wdd-tab-container-add-page-button.png) icon) to add a new page to the tab container. + +A tab page can contain [dashboard items](../dashboard-item-settings.md) and [dashboard item groups](dashboard-item-group.md). You can add them to a tab page using one of the following ways: + +* Create a new item using the buttons inside the empty tab page. +* Drag a new item from the [Toolbox](../ui-elements/toolbox.md) and drop it to the tab page. +* Use [drag-and-drop](../dashboard-layout/dashboard-items-layout.md) to move existing items to the tab page. + +> [!NOTE] +> Tab containers cannot be added to another tab container. + +## Interactivity + +The tab page allows you to manage the [interaction](../interactivity/master-filtering.md) between dashboard items inside and outside the page. + +The image below shows a tab page's default interactivity settings: + +![](../../images/wdd-tabContainer-interactivity.png) + +The **Master Filter** button controls whether the current tab page allows you to filter dashboard items outside the page using master filter items contained within the page. By default, this option is enabled: master filter items in the page can filter any dashboard items. + +The **Ignore Master Filters** button allows you to isolate dashboard items contained within the tab page from external master filter items. By default, this option is disabled: external master filter items can filter the dashboard items contained within the tab page. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md new file mode 100644 index 0000000000..af9cfba27b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/text-box.md @@ -0,0 +1,20 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 117929 +--- +# Text Box +The Text Box dashboard item is used to display rich text within a dashboard. + +![wdd-text-box-rtf-example](../../images/img125853.png) + +You can provide text by uploading file in the RTF format. + +To do this, go to the Text Box's [Options](../ui-elements/dashboard-item-menu.md) menu and click the ellipsis button in the **Text** field. + +![wdd-textbox-add-rtf-file](../../images/img125845.png) + +This invokes the Open dialog, which allows you to locate the RTF file. + +> [!Note] +> The loaded RTF file's content in the Text Box can differ from the original RTF file's layout because of RTF to HTML conversion limitations and browser specifics. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md new file mode 100644 index 0000000000..5185f73b3f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap.md @@ -0,0 +1,29 @@ +--- +title: Treemap +author: Natalia Kazakova +legacyId: 117928 +--- +# Treemap +The **Treemap** dashboard item allows you to visualize data in nested rectangles that are called _tiles_. + +![wdd-treemap-grouped](../../images/img125970.png) + +This section consists of the following topics. +* [Providing Data](treemap/providing-data.md) + + Provides information on how to supply the Treemap dashboard item with data. +* [Interactivity](treemap/interactivity.md) + + Describes features that enable interaction between the Treemap and other dashboard items. +* [Layout](treemap/layout.md) + + Describes layout options of the Card dashboard item. +* [Grouping](treemap/grouping.md) + + Describes how to group Treemap tiles intro groups. +* [Coloring](treemap/coloring.md) + + Provides information about coloring. +* [Labels](treemap/labels.md) + + Provides information about labels and tooltips that contain descriptions of tiles. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md new file mode 100644 index 0000000000..2b25069bae --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/coloring.md @@ -0,0 +1,22 @@ +--- +title: Coloring +author: Natalia Kazakova +legacyId: 118040 +--- +# Coloring +Treemap provides the capability to color its tiles by associating dimension values/measures and specified colors. You can choose whether to use a global color scheme to provide consistent colors for identical values or specify a local color scheme for each dashboard item. To learn more about coloring concepts common for all dashboard items, see [Coloring](../../appearance-customization/coloring.md). + +By default, the Treemap dashboard item colors its tiles in the following way. +* If the Treemap contains only measures (the _Values_ section), values corresponding to different measures are colored by different hues. +* If the Treemap contains arguments (the _Arguments_ section), values corresponding to the first argument are colored by different hues. + +If necessary, you can change the default behavior. For example, the image below shows the Treemap dashboard item whose measures and argument values are painted with the same color. + +![wdd-treemap-same-color](../../../images/img125995.png) + +To change the default coloring behavior, go to the **Coloring** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. + +![wdd-treemap-coloring-options](../../../images/img125996.png) + +> [!NOTE] +> You can change the default palette used to color Treemap tiles. For this, go to the **Color Scheme** section of the Treemap's **Options** menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md new file mode 100644 index 0000000000..95a0358cd3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/grouping.md @@ -0,0 +1,20 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 118039 +--- +# Grouping +If you use several arguments in the Treemap, you can group tiles corresponding to child values by parent values. For example, the following Treemap dashboard item displays combinations of categories and sub-categories. + +![wdd-treemap-ungroupped](../../../images/img125968.png) + +To group sub-categories inside corresponding categories, click the _Product Category_ data item and go to the **Tile Options** section of the [data item menu](../../ui-elements/data-item-menu.md). There, toggle the **Group Tiles** option on. + +![wdd-treemap-group-tiles-option](../../../images/img125967.png) + +Product tiles will be grouped into category groups. + +![wdd-treemap-grouped](../../../images/img125970.png) + +> [!NOTE] +> Note that grouping is unavailable for the bottommost level. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md new file mode 100644 index 0000000000..a860ccd357 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/interactivity.md @@ -0,0 +1,50 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 118037 +--- +# Interactivity +To enable interaction between the Treemap and other dashboard items, you can use the interactivity features, as **Master Filtering** and **Drill-Down**. +* [Master Filtering](#masterfiltering) +* [Drill-Down](#drilldown) + +## Master-Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (Master Filter). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../interactivity/master-filtering.md) topic. + +The Treemap dashboard item supports filtering by tiles/[groups](grouping.md). + +When **Master Filtering** is enabled, you can click a tile or group caption (or multiple tiles/groups) to make other dashboard items only display data related to the selected tile/group(s). + +![wdd-treemap-interactivity](../../../images/img125959.png) + +> [!NOTE] +> If the Single Master Filter is used, you can select only tiles corresponding to the bottommost level. + +To enable **Master Filtering**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and select the required Master Filtering mode. + +![wdd-treemap-enable-interactivity](../../../images/img125960.png) + +To reset multiple filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../../images/img125072.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). + +## Drill-Down +The built-in drill-down capability allows end-users to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../interactivity/drill-down.md) topic. + +When drill-down is enabled, an end-user can click a tile to view the details. + +![wdd-treemap-drill-down](../../../images/img127986.png) + +Drill-down requires that the **Arguments** section contains several dimensions at the top, from the least detailed to the most detailed dimension. + +![wdd-drill-down-arguments](../../../images/img127984.png) + +> [!NOTE] +> In OLAP mode, you can perform drill-down for either a hierarchy data item or several dimension attributes. + +To enable **Drill-Down**, go to the Treemap's [Interactivity](../../ui-elements/dashboard-item-menu.md) menu and turn the **Drill-Down** option on. + +![wdd-dashboard-items-interactivity-section](../../../images/img125270.png) + +To return to the previous detail level, click the **Drill Up** button (the ![wdd-drill-up-icon](../../../images/img125074.png) icon) in the Treemap's [caption](../../dashboard-layout/dashboard-item-caption.md). + +> [!NOTE] +> [Grouping](grouping.md) is not in effect when drill-down is enabled. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md new file mode 100644 index 0000000000..477299aaea --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/labels.md @@ -0,0 +1,19 @@ +--- +title: Labels +author: Natalia Kazakova +legacyId: 118041 +--- +# Labels +The Treemap displays labels that contain descriptions for tiles and groups, and provide tooltips with additional information. + +![wdd-treemap-labels](../../../images/img125998.png) + +You can specify which information should be displayed within tile and group labels separately. To do this, go to the **Labels** section of the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu. Here you can specify a type of the following elements. +* Tile labels +* Tile tooltips +* Group labels +* Group tooltips + +The available types are similar for all elements. You can set one of these types. + +![wdd-treemap-labels-option](../../../images/img125997.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md new file mode 100644 index 0000000000..ca21a65948 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/layout.md @@ -0,0 +1,28 @@ +--- +title: Layout +author: Natalia Kazakova +legacyId: 118038 +--- +# Layout +This topic describes how to change a layout algorithm used to arrange Treemap tiles. To do this in the Web Dashboard, go to the Treemap's [Options](../../ui-elements/dashboard-item-menu.md) menu and open the **Layout** section. + +![wdd-treemap-layout-options](../../../images/img125963.png) + +## Layout Algorithm +To change a layout algorithm, select the required direction in the Layout Algorithm list. The following algorithms are available. +* The **Slice and Dice** algorithm divides the space between items, slicing it in the specified direction depending on item value. + + ![wdd-treemap-slice-and-dice](../../../images/img125964.png) +* The **Squarified** algorithm arranges tiles so that their width/height ratio will be closer to 1. + + ![wdd-treemap-squarified](../../../images/img125965.png) +* The **Striped** algorithm is a modified version of the Squarified algorithm. The difference here is that tiles are drawn side by side as columns or rows. + + ![wdd-treemap-stripped](../../../images/img125966.png) + +## Layout Direction +You can also set a layout direction to specify an arrangement of tiles depending on their sizes. The Treemap arranges tiles in descending order from maximum to minimum values. To do this, select the required direction in the **Layout Direction** list. +* **Bottom Left - Top Right** arranges tiles from the bottom-left to the top-right corner. +* **Bottom Right - Top Left** arranges tiles from the bottom-right to the top-left corner. +* **Top Left - Bottom Right** arranges tiles from the top-left to the bottom-right corner. +* **Top Right - Bottom Left** arranges tiles from the top-right to the bottom-left corner. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md new file mode 100644 index 0000000000..6252180cde --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-item-settings/treemap/providing-data.md @@ -0,0 +1,23 @@ +--- +title: Providing Data +author: Natalia Kazakova +legacyId: 118036 +--- +# Providing Data +The **Web Dashboard** allows you to bind various dashboard items to data in a virtually uniform manner. To learn more, see the [Bind Dashboard Items to Data](../../bind-dashboard-items-to-data.md) topic. + +The only difference is in the data sections that the required dashboard item has. This topic describes how to bind a **Treemap** dashboard item to data. + +## Binding to Data in the Web Dashboard +The image below shows a sample Treemap dashboard item that is bound to data. + +![wdd-treemap-bindings](../../../images/img125955.png) + +To bind the Treemap dashboard item to data, click a placeholder contained in one of the available data sections and select the required data source field in the **Binding** section of the invoked [data item menu](../../ui-elements/data-item-menu.md). + +The table below lists and describes the Treemap's data sections. + +| Section | Processed as | Description | +|---|---|---| +| **Values** | Measure | Contains data items that provide numeric data. You can fill several data item containers in the Values section and use the **Values** drop-down menu to switch between the provided values. To invoke the Values menu, click the ![DashboardItems_OtherElements](../../../images/img20169.png) icon in the [dashboard item caption](../../dashboard-layout/dashboard-item-caption.md). | +| **Arguments** | Dimension | Contains data items that provide discrete categorical data. If the Arguments section contains several dimensions, you can [group](grouping.md) child tiles by values of the parent dimension. | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md new file mode 100644 index 0000000000..48f47ca36f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout.md @@ -0,0 +1,50 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 117952 +--- +# Dashboard Layout + +This section describes the features related to the dashboard layout. + +## Dashboard Width and Height + +The control automatically stretches or shrinks content (dashboard items) in a dashboard to fit available screen space horizontally and vertically. You can adjust layout options and specify exact content width and height. + +![|web-dashboard-stretched-layout](../images/web-dashboard-stretched-layout.png) + +As an alternative, you can set content size in pixels. If the width or height is too large, the Dashboard control displays a scrollbar. + +![|Web Dashboard Scrollable Layout](../images/web-dashboard-scrollable-layout.gif) + + +Specify the following options in the [Designer Toolbar](ui-elements/designer-toolbar.md): + +* _Auto_ + + The height or width of a dashboard surface fits to content. +* _Fixed_ + + The height or width of a dashboard surface is set in pixels. + +## Dashboard Title +The Dashboard Title is at the top of the [dashboard surface](ui-elements/dashboard-surface.md) and can contain static text, svg images, and command buttons. These elements are called toolbar items: + +![wdd-dashboard-title](../images/img126004.png) + +Refer to the following article for details: [Dashboard Title](dashboard-layout/dashboard-title.md). +## Dashboard Items Layout +The dashboard arranges dashboard items and groups using layout items and layout groups. They are containers that display a dashboard layout as a hierarchical structure. + +![DashboardLayoutHierarchy](../images/img25963.png) + +See the following article for more information: [Dashboard Items Layout](dashboard-layout/dashboard-items-layout.md). +## Dashboard Item Caption + +Each dashboard item has a caption that is displayed at the top of this item. The caption can contain static text, svg images, and command buttons. These elements are called toolbar items: + +![wdd-dashboard-item-caption](../images/img126135.png) + +See the following article for more information: [Dashboard Item Caption](dashboard-layout/dashboard-item-caption.md). + + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md new file mode 100644 index 0000000000..966cb8e5b3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-item-caption.md @@ -0,0 +1,50 @@ +--- +title: Dashboard Item Caption +author: Natalia Kazakova +legacyId: 117727 +--- +# Dashboard Item Caption + +Each dashboard item has a caption that is displayed at the top of this item. The caption contains static text and other information, as well as command buttons. + +![wdd-dashboard-item-caption](../../images/img126135.png) + +You can control the dashboard item caption's visibility. + +* When the caption is **on**, it is always displayed at the top of the dashboard item. Some command buttons are displayed when you hover the mouse pointer over them. +* When the caption is **off**, it is not visible by default. Some command buttons are displayed in a floating panel when you hover the mouse pointer over them. On touch-based devices, you need to do extra click to show the caption elements when the caption is hidden. + +To show or hide the caption of a dashboard item, go to the dashboard item **Options** menu and use the **Show Caption** option. + +![wdd-di-caption-options](../../images/img126136.png) + +> [!NOTE] +> The [Range Filter](../dashboard-item-settings/range-filter.md) dashboard item's caption is not visible by default. + +The dashboard item caption consists of the following elements: + +* A **static item** is visible only if the caption is enabled (for example, the item caption, the data reducing icon). +* An **action item** is displayed only when the mouse pointer hovers over the dashboard item caption (for instance, the _Export To_ and _Values_ buttons). +* A **state item** is displayed only in specific dashboards states (for example, the _Drill Up_ and _Clear Master Filter_ buttons). +* A **navigation item** allows you to navigate through different dashboard screens (for example, _Dashboards_ and _Back_ buttons in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md)). + +The table below lists the information and buttons that can be displayed in the dashboard item caption. + +| Icon / Text | Item | Description | +|---|---|---| +| ![](../../images/web-item-caption-data-reducing.png) | **Data Reducing** icon | **Static**. Shows that visible data is limited. | +| Text | **Drill-Down Text** | **Static**.Shows a value or values from the current drill-down hierarchy. See [Drill-Down](../interactivity/drill-down.md) for more details. | +| Text | **Caption Text** | **Static**. Shows a static text in the caption. | +| ![](../../images/web-item-caption-maximize.png) | **Maximize** button | **Action**. Expands any dashboard item into the whole dashboard size to examine data in greater detail. Refer to [Dashboard Items Layout](dashboard-items-layout.md) for more information. | +| ![](../../images/web-item-caption-restore.png) | **Restore** button | **Action**. Restores the expanded item to its initial state. | +| ![](../../images/web-item-caption-export.png) | **Export to** button | **Action**. Invokes the export menu for a dashboard item. To learn how to export individual dashboard items, see [Exporting](../exporting.md). | +| ![](../../images/web-item-caption-values.png) | **Values** button | **Action**. Invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Providing Data** topic for the corresponding [dashboard item](../dashboard-item-settings.md). | +| ![](../../images/web-item-caption-multi-select.png) | **Multi-Select** button | **Action**. Allows you to filter data by selecting multiple elements in dashboard items. | +| ![](../../images/web-item-caption-select-date-time-period.png) | **Select Date Time Period** menu / button | **Action**. Allows you to select date-time periods for the Range Filter. | +| ![](../../images/web-item-caption-filters.png) | **Filters** button | **Action**. Displays filters affecting the current dashboard item or entire dashboard. This button is only available in [mobile layout](../../web-dashboard-viewer-mode/mobile-layout.md). | +| ![](../../images/web-item-caption-clear-master-filter.png) | **Clear Master Filter** button | **State**. Allows you to reset filtering when a dashboard item acts as the Master Filter. To learn more, see Master Filtering. | +| ![](../../images/web-item-caption-drill-up.png) | **Drill Up** button | **State**. Allows you to return to the previous detail level when the [drill-down](../interactivity/drill-down.md) capability is enabled for this item. | +| ![](../../images/web-item-caption-clear-selection.png) | **Clear Selection** button | **State**. Allows you to clear the selection inside an item. | +| ![](../../images/web-item-caption-initial-extent.png) | **Initial Extent** button | **State**. Restores the default size and position of the Map dashboard items. | +| Dashboards | **Dashboards** button | **Navigation**. Displays a list of available dashboards. | +| ![](../../images/web-item-caption-back-button.png) | **Back** button | **Navigation**. Returns to the dashboard items list. | diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md new file mode 100644 index 0000000000..5e61e31e88 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-items-layout.md @@ -0,0 +1,55 @@ +--- +title: Dashboard Items Layout +author: Natalia Kazakova +legacyId: 117728 +--- +# Dashboard Items Layout +The **Web Dashboard** provides the capability to arrange and resize dashboard items and groups using simple drag-and-drop operations. + +## Layout Concepts +The dashboard arranges dashboard items and groups using _layout items_ and _layout groups_. They are special containers that are used to present a dashboard layout as a hierarchical structure. +* A **layout item** is used as a container that displays an individual dashboard item. +* A **layout group** is used as a container that is used to arrange layout items (or other layout groups) either horizontally or vertically. At the same time, layout groups are used as containers that display dashboard item groups. + +Thus, a dashboard layout is hierarchically arranged from the root layout group to bottommost layout items, which display individual dashboard items. + +![DashboardLayoutHierarchy](../../images/img25963.png) + +## Item Resizing +You can resize individual items/groups of items by dragging their edges. For this, follow the steps below. +1. In the area allowing you to resize items, cursor types will be changed to **column resize** / **row resize**. + + ![wdd-di-resize1](../../images/img126142.png) +2. Left-click and drag the cursor until you get the expected sizes and release the left mouse button. + + ![wdd-di-resize2](../../images/img126143.png) +3. The dashboard items change their sizes. + + ![wdd-di-resize3](../../images/img126144.png) + +## Maximize and Restore Item +You can expand any dashboard item to fit the dashboard to examine data in greater detail. The expanded dashboard item size in this case is the same as the root layout group. + +1. Click the **Maximize** button in the [dashboard item caption](dashboard-item-caption.md) to maximize a dashboard item. + + ![](../../images/wdd-maximize-dashboard-item.png) + +2. Click **Restore** to restore the item's size. + + ![](../../images/wdd-restore-dashboard-item.png) + +## Item Positioning +You can change the position of a dashboard item by using drag-and-drop and the dashboard item's [Move](../ui-elements/dashboard-item-menu.md) button. + +Depending on the required dashboard item position, a new layout group is created (if required) to maintain the arrangement of items. Thus, the dashboard item can be inserted to the desired area of a new or existing dashboard layout group. + +The following steps illustrates how a dashboard item is dragged. +1. Select a dashboard item and hover the [Move](../ui-elements/dashboard-item-menu.md) button. + + ![wdd-move-dashboard-item](../../images/img126139.png) +2. Drag the dashboard item to the expected area and release the left mouse button when the drop indicator displays the required area. + + ![wdd-move-dashboard-item2](../../images/img126140.png) +3. The dashboard item is moved to a new position. + + ![wdd-di-new-position](../../images/img126141.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md new file mode 100644 index 0000000000..10e21e4840 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/dashboard-layout/dashboard-title.md @@ -0,0 +1,28 @@ +--- +title: Dashboard Title +author: Natalia Kazakova +legacyId: 117712 +--- +# Dashboard Title +The **Dashboard Title** is located at the top of the [dashboard surface](../ui-elements/dashboard-surface.md) and can contain text and image content. + +![wdd-dashboard-title](../../images/img126004.png) + +To change title settings, invoke the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Title** page. + +![wdd-title-page](../../images/img126668.png) + +Here you can specify the following options. +* **Text** - Specifies the dashboard title text. +* **Visible** - Specifies whether or not the dashboard title is visible. +* **Alignment** - Specifies the alignment of the dashboard title. +* **Include Master Filter** - Specifies whether or not to show the state of master filter items in the dashboard title. + + When you hover over the filter icon (![DashboardTitle_MasterFilterIcon](../../images/img23138.png)), all master filters applied to the dashboard are displayed in the invoked popup. + + ![wdd-title-master-filter](../../images/img126020.png) +* **Image** - Allows you to specify the image displayed within the dashboard title. The dashboard definition will contain an image as a byte array. + +The dashboard title can contain the following command buttons. +* **Export To** - Allows you to export the entire dashboard. To learn more about exporting, see [Exporting](../exporting.md). +* **Parameters** - Allows you to modify dashboard parameter values. To learn more about parameters, see [Parameters](../data-analysis/dashboard-parameters.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis.md diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/aggregations.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/aggregations.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/aggregations.md diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/calculations.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md similarity index 86% rename from dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/calculations.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md index 18eb1db319..c80ea1d98c 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/calculations.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/calculations.md @@ -1,117 +1,117 @@ ---- -title: Calculations -author: Natalia Kazakova -legacyId: 117710 ---- -# Calculations -**Window calculations** provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc. - -To create a window calculation, invoke the [Bindings](../ui-elements/dashboard-item-menu.md) menu and click the required measure. In the invoked [Data Item Menu](../ui-elements/data-item-menu.md), go to **Calculations** and select one of the available calculations. - -![WebDashboard_CalculationsMenu](../../../images/img126064.png) -* [Percent of Total](#percent-of-total) -* [Running Summary](#running-summary) -* [Difference](#difference) -* [Percentage Difference](#percentage-difference) -* [Moving](#moving) -* [Rank](#rank) -* [Custom](#custom) - -After you have selected the required calculation, you can change its default settings by clicking the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../../images/img126050.png) icon). -This invokes the special window containing common and specific calculation settings: - -## Percent of Total -A calculation is used to compute a percentage of the total for the specified measure across a window. - -![WebDashboard_Calculations_PercentOfTotalSettings](../../../images/img126069.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, **Percent of Total** is applied to a fourth column to show a contribution of individual quarterly sales to total sales. - -![WebDashboard_Calculations_PercentOfTotalExample](../../../images/img126094.png) - -## Running Summary -Can be used to compute a cumulative total for the specified measure across a window. - -![WebDashboard_Calculations_RunningSummarySettings](../../../images/img126070.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Summary Type** - Specifies a summary function used to apply a calculation. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, the **Running Total** is applied to a fourth column to display cumulative sales across all quarters. - -![WebDashboard_Calculations_RunningTotalExample](../../../images/img126095.png) - -## Difference -Can be used to compute the difference between measure values across a window. - -![WebDashboard_Calculations_DifferenceSettings](../../../images/img126071.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. -* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, the **Difference** is applied to a fourth column to show absolute differences between quarterly sales. - -![WebDashboard_Calculations_DifferenceExample](../../../images/img126096.png) - -## Percentage Difference -A calculation is used to compute the difference in percentages between measure values across a window. - -![WebDashboard_Calculations_PercentageDifferenceSettings](../../../images/img126072.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. -* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. -* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, **Percentage Difference** is applied to a fourth column to show percentage differences between quarterly sales. - -![WebDashboard_Calculations_PercentDifferenceExample](../../../images/img126097.png) - -## Moving -The Moving calculation uses neighboring values to calculate a total. - -![WebDashboard_Calculations_MovingSettings](../../../images/img126073.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Summary Type** - Specifies a summary function used to apply a calculation. -* **Start Offset**/**End Offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, a **Moving** calculation is applied to a fourth column to show a moving average across all quarters. - -![WebDashboard_Calculations_MovingAverageExample](../../../images/img126098.png) - -## Rank -Use the Rank calculation to compute rankings for the specified measure across a window. - -![WebDashboard_Calculations_RankSettings](../../../images/img126074.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. -* **Rank Type** - Specifies the type of ranking. The following ranking types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. -* **Rank Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. -* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. - -In the Grid below, a **Rank** calculation is applied to a fourth column to show a ranking of sales for individual quarters. - -![WebDashboard_Calculations_RankExample](../../../images/img126099.png) - -## Custom -Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression. - -![WebDashboard_Calculations_CustomSettings](../../../images/img126075.png) -* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. - * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. - * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +--- +title: Calculations +author: Natalia Kazakova +legacyId: 117710 +--- +# Calculations +**Window calculations** provide the capability to apply specific computations to measure values and allow you to perform different analytical tasks such as computing running totals, percentages of totals, differences, etc. + +To create a window calculation, invoke the [Bindings](../ui-elements/dashboard-item-menu.md) menu and click the required measure. In the invoked [Data Item Menu](../ui-elements/data-item-menu.md), go to **Calculations** and select one of the available calculations. + +![WebDashboard_CalculationsMenu](../../images/img126064.png) +* [Percent of Total](#percent-of-total) +* [Running Summary](#running-summary) +* [Difference](#difference) +* [Percentage Difference](#percentage-difference) +* [Moving](#moving) +* [Rank](#rank) +* [Custom](#custom) + +After you have selected the required calculation, you can change its default settings by clicking the **Edit** button (the ![wdd-icon-edit-collection-value-item](../../images/img126050.png) icon). +This invokes the special window containing common and specific calculation settings: + +## Percent of Total +A calculation is used to compute a percentage of the total for the specified measure across a window. + +![WebDashboard_Calculations_PercentOfTotalSettings](../../images/img126069.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, **Percent of Total** is applied to a fourth column to show a contribution of individual quarterly sales to total sales. + +![WebDashboard_Calculations_PercentOfTotalExample](../../images/img126094.png) + +## Running Summary +Can be used to compute a cumulative total for the specified measure across a window. + +![WebDashboard_Calculations_RunningSummarySettings](../../images/img126070.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Summary Type** - Specifies a summary function used to apply a calculation. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, the **Running Total** is applied to a fourth column to display cumulative sales across all quarters. + +![WebDashboard_Calculations_RunningTotalExample](../../images/img126095.png) + +## Difference +Can be used to compute the difference between measure values across a window. + +![WebDashboard_Calculations_DifferenceSettings](../../images/img126071.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. +* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, the **Difference** is applied to a fourth column to show absolute differences between quarterly sales. + +![WebDashboard_Calculations_DifferenceExample](../../images/img126096.png) + +## Percentage Difference +A calculation is used to compute the difference in percentages between measure values across a window. + +![WebDashboard_Calculations_PercentageDifferenceSettings](../../images/img126072.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Target** - Specifies the value used to calculate the difference. The following values are available: _Previous_, _Next_, _First_ and _Last_. +* **Difference Type** - Specifies whether the absolute or percentage difference is calculated. +* **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, **Percentage Difference** is applied to a fourth column to show percentage differences between quarterly sales. + +![WebDashboard_Calculations_PercentDifferenceExample](../../images/img126097.png) + +## Moving +The Moving calculation uses neighboring values to calculate a total. + +![WebDashboard_Calculations_MovingSettings](../../images/img126073.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Summary Type** - Specifies a summary function used to apply a calculation. +* **Start Offset**/**End Offset** - Specify start/end offsets from the currently processed value. For instance, if you specified offsets as 1/1, the previous and next values will be used along with the current value to apply the Moving calculation. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, a **Moving** calculation is applied to a fourth column to show a moving average across all quarters. + +![WebDashboard_Calculations_MovingAverageExample](../../images/img126098.png) + +## Rank +Use the Rank calculation to compute rankings for the specified measure across a window. + +![WebDashboard_Calculations_RankSettings](../../images/img126074.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. +* **Rank Type** - Specifies the type of ranking. The following ranking types are available: _Unique_, _Competition_, _Dense_, _Modified_ and _Percentile_. +* **Rank Order** - Specifies the order of ranking. You can select _Ascending_ or _Descending_. +* The **Expression** displays an expression generated for the current calculation. To change the expression, click **Edit**. + +In the Grid below, a **Rank** calculation is applied to a fourth column to show a ranking of sales for individual quarters. + +![WebDashboard_Calculations_RankExample](../../images/img126099.png) + +## Custom +Use Custom to specify a custom calculation by adding the required calculation functions inside the measure expression. + +![WebDashboard_Calculations_CustomSettings](../../images/img126075.png) +* **Window Definition** specifies a window that limits measure values participating in a calculation. You can choose between the _Predefined_ and _Specific_ window definitions. + * For the _Predefined_ window definition, you can specify the **Definition mode** that depends on the dashboard item type. + * For the _Specific_ window definition, you can manually specify the set of dimensions that fall into the window. * The **Expression** allows you to change the expression for the current measure. To change the expression, click **Edit**. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md new file mode 100644 index 0000000000..e500bf99de --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/create-cascading-parameters.md @@ -0,0 +1,94 @@ +--- +title: Cascading Parameters +author: Polina Tyureva +--- +# Cascading Parameters + +Create cascading parameters to filter a list of predefined parameter values based on values of another parameter. The following image illustrates cascading parameters where **Products** parameter values are filtered by the selected **Category**: + +![Dashboard for Web - Cascading Parameters](../../../images/cascading-parameters-web.gif) + +In case of two parameters, the first parameter is used to filter the data source for the second parameter with [dynamic list](creating-parameters.md#look-up-settings) settings. + +## Create Cascading Parameters + +The dashboard in this example is connected to a Northwind database (an SQL Database) and contains three [queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md): *Categories*, *Products*, and *OrderReports*. The Grid item visualizes data from the *OrderReports* query. + +In this tutorial, you will create two dashboard parameters: +* The **categoryDashParam** parameter filters the *Products* query. The *Products* query is a data source for the **productsDashParam** parameter. +* The **productsDashParam** parameter filters the *OrderReports* query. + +The steps below create cascading parameters in the Web Dashboard: + +1. [Create a dashboard parameter](creating-parameters.md) called **categoryDashParam** with dynamic list settings. Use the *Categories* query as a data member and the *CategoryID* field as a value member. + + The parameter settings may look as follows: + + ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-category-parameter-cascading.png) + +2. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *Products* query. + + To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md). + + ![Dashboard for Web - Filter Query](../../../images/filter-sql-query.png) + + Click **Run Query Builder** in the opened window. + + In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section: + + ![Dashboard for Web - Filter Query](../../../images/web-filter-properties.png) + + + In the [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **categoryQueryParam**: + + ![Dashboard for Web - Filter Query](../../../images/web-category-parameter-filter-cascading.png) + + The resulting filter looks as follows: + + ``` + [Products.CategoryID] = ?categoryQueryParam + ``` + +3. [Bind](creating-parameters.md#look-up-settings) the **categoryQueryParam** query parameter to the **categoryDashParam** dashboard parameter. + + To do this, in the **Parameters** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. + + The query parameter settings look as follows: + + ![Dashboard for Web - Query Parameter Settings](../../../images/web-category-query-parameter-setting.png) + + +4. Create a dashboard parameter called **productsDashParam** with dynamic list settings. Use the *Products* query as a data member and the *ProductID* field as a value member. + + The parameter settings may look as follows: + + ![|Dashboard for Web - Create Dashboard Parameter](../../../images/web-products-parameter-cascading.png) + + +5. [Filter](../../provide-data/working-with-sql-data-sources/filter-queries.md) the *OrderReports* query. + + To do this, click the **Edit** button next to the query on the **Data Sources** page of the [dashboard menu](../../ui-elements/dashboard-menu.md), then click **Run Query Builder**. In the invoked [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md), click the ellipsis button next to the **Filter** field in the **Query Properties** section. + + In the [Filter Editor](../../ui-elements/dialogs-and-wizards/query-builder.md), specify the filter criteria. From the drop-down list select *Parameter* and create a new [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) called **productsQueryParam**: + + ![Dashboard for Web - Filter Query](../../../images/web-products-parameter-filter-cascading.png) + + The resulting filter looks as follows: + + ``` + [OrderReports.ProductID] In(?productsQueryParam) + ``` + +6. [Bind](creating-parameters.md#look-up-settings) the **productsQueryParam** query parameter to the **productsDashParam** dashboard parameter. + + To do this, in the **Parameters** section in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) change the parameter’s type to *Expression*. Click the **Value** property’s ellipsis button to specify the dashboard parameter. + + The query parameter settings look as follows: + + ![Dashboard for Web - Query Parameter Settings](../../../images/web-products-query-parameter-setting.png) + + +7. Create a Grid item to visualize data from the filtered *OrderReports* query. + +>[!TIP] +>When using a [multi-value](creating-parameters.md#allow-multiselect) parameter to filter a query, create the condition with the `Is any of` or `Is none of` operator. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md new file mode 100644 index 0000000000..20e4e73b47 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/creating-parameters.md @@ -0,0 +1,131 @@ +--- +title: Creating Parameters +author: Natalia Kazakova +legacyId: 117551 +--- +# Create Dashboard Parameters in the Web Dashboard + +This topic shows how to add a dashboard parameter and specify its settings in the UI. + +## Create a Parameter + +To create a dashboard parameter, follow the steps below. + +1. Invoke the [dashboard menu](../../ui-elements/dashboard-menu.md) and select **Parameters**. +2. In the **Parameter List**, click the **Add** button. The parameter's settings form appears as follows: + + ![Web Dashboard - Add a New Dashboard Parameter](../../../images/img126106.png) + +3. Specify the parameter's settings. + +## Parameter Settings + +### Name + +Specifies the parameter name. + +When you create and modify parameter names, follow the rules below: + +* A name can contain letters, numbers, and underscores. +* A name cannot contain spaces. +* A name cannot be an empty string. +* The dashboard cannot contain parameters with the same name. +* Names are case-sensitive. For example, you can create the names _Parameter_ and _PARAMETER_. + +### Description + +Specifies the parameter description displayed in the **Parameter** column of the [Dashboard Parameters](requesting-parameter-values.md) dialog: + +![Dashboard Parameter with Description](../../../images/dashboard-parameter-description.png) + +### Visible + +Specifies whether the parameter is visible in the [Dashboard Parameters](requesting-parameter-values.md) dialog. + +### Allow Null + +Specifies whether a null value can be passed as a parameter value. + +### Allow Multiselect + +Specifies whether multi-selection is enabled for the current parameter. + +* Use the **Is any of** or **Is none of** operators to pass a multi-select parameter to a filter criteria or to the Expression format condition. +* Use the **In** or **Not In** operators to pass a multi-select parameter to a calculated field expression. + +### Select All Values + +Specifies whether all parameter values should be selected in the initial state of the dashboard. + +Note that this option is in effect when the **Allow Multiselect** setting is enabled. + +### Type + +Specifies the parameter type. Select the parameter type from the drop-down list in the **Type** field. + +The following types are available: + +* String +* Date +* Time +* Date and Time +* Number (16-bit integer) +* Number (32-bit integer) +* Number (64-bit integer) +* Number (floating point) +* Number (double-precision floating point) +* Number (decimal) +* Boolean +* GUID (Globally Unique Identifier) + +### Default Value + +Specifies the default parameter value. + +### Look-Up Settings + +Specifies the parameter's look-up editor settings. + + +The following **Look-up Settings** are available in the Web Dashboard: + +#### No Look-Up + +An end user specifies the parameter value in the **Dashboard Parameters** dialog. + +#### Static List + +An end user selects a parameter value from a static list. To add predefined parameter values, use the plus button. + +#### Dynamic List + +An end user selects a parameter value defined in a data source. + +>[!TIP] +>You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +You can specify a data source as a source for dashboard parameter values. To provide access to data source values, specify the following options: + +|UI Settings|Description| +|--------|-----------| +|**Data Source**| Specifies the data source for the dashboard parameter.| +|**Data Member**| Specifies the name of the data member with the parameter values for SQL and Entity Framework data sources.| +|**Value Member**|Specifies the name of the data field for the parameter values.| +|**Display Member** (optional)| Specifies the name of the data field displayed in the **Dashboard Parameters** dialog as a value description.| +|**Sort By** (optional)|Specifies the data member used to sort parameter values.| +|**Sort Order** (optional)|Specifies the sort order.| + +>[!NOTE] +>You cannot use an OLAP data source as the data source for a dashboard parameter. + +## Request Parameter Values before Data Loading + +You can display a Dashboard Parameters window at startup and prompt a user to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message to guide users: "Waiting for Parameter Values…". + +![dashboard-parameter-request-before-loading](../../../images/dashboard-parameter-request-before-loading.png) + +The Web Dashboard control loads data only after the user submits all visible parameters. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data the user actually needs. + +To activate this mode, open the [dashboard menu](../../ui-elements/dashboard-menu.md), switch to the **Parameters** page, and select the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. + +If a user changes this option at runtime, they need to initiate a data reload. The dashboard displays a Dashboard Parameters pop-up before it fetches data. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md new file mode 100644 index 0000000000..a3fa3d8624 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/passing-parameter-values.md @@ -0,0 +1,131 @@ +--- +title: Reference Dashboard Parameters +author: Natalia Kazakova +legacyId: 117552 +--- +# Reference Dashboard Parameters + +This topic describes how to reference a dashboard parameter in [filter strings](#dashboard-item-filters), [calculated fields](#calculated-fields), and [window calculations](#window-calculations). You can also bind a dashboard parameter to a query parameter to filter the SQL data source dynamically. + +>[!TIP] +>You can also create cascading parameters in the Web Dashboard. For more information, refer to the following topic: [Cascading Parameters](create-cascading-parameters.md). + +## SQL Queries and Stored Procedures + +You can filter the SQL data sources dynamically if you bind a [query parameter](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md) to a dashboard parameter. + +Invoke the **Data Source Wizard** window or use the **Properties** section of the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) to access the query parameter settings. Change the query parameter type to *Expression* and specify the expression with a dashboard parameter in the **Value** field: + +![Query Parameter - Expression Type](../../../images/wdd-query-parameters-complex-expression.png) + +The resulting query parameter settings may appear as follows: + +![Query Parameter - Expression Type with Parameter](../../../images/wdd-query-parameters-parameter-expression.png) + +Refer to the following article for more information about query parameters: [Use Query Parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). + +>[!TIP] +>For information on how to filter Excel, Object, XPO, and JSON data sources, refer to the following article: [Filter Data Sources](../../provide-data/filter-data-sources.md). + +## Data Source Filtering + +The Web Dashboard allows you to filter Excel, Object, XPO, and JSON data sources dynamically if you use a dashboard parameter in the filter criteria. + +To add filters to a data source, open the dashboard menu, invoke the **Data Sources** page, select a data source and click **Filter**. + +![Data Sources - Filter Data Source](../../../images/filter-data-source-with-parameter.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the data source is filtered according to the parameter value. + +## Dashboard Item Filters + +Web Dashboard allows you to use the following data filters in dashboard items: + +- [Dashboard Item Filter](../../data-shaping/filtering.md#dashboard-item-filter) + + Filters individual dashboard items independently. + +- [Measure Filter](../../data-shaping/filtering.md#measure-filter) + + Filters only the specified measure in the dashboard item. + +- [Visible Data Filter](../../data-shaping/filtering.md#visible-data-filter) + + Hides a part of the calculated data from the view. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + +To apply filtering based on a dynamic value, you need to use a dashboard parameter in a filter criteria. The following example describes how to filter a dashboard item according to a dashboard parameter value. + +To add a dashboard item filter, open the dashboard item’s **Filters** menu, go to the **Item Filter** section and click the **Edit** button: + +![Dashboard Item Menu - Filters Section](../../../images/wdd-invoke-filter-editor124630.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) + +Click **OK** to save the created filter criteria. Now, when you change the dashboard parameter value, the dashboard item is filtered according to the parameter value. + +>[!TIP] +>For more information on filtering in Web Dashboard, refer to the following article: [Filtering](../../data-shaping/filtering.md). + +## Conditional Formatting + +You can apply [conditional formatting](../../appearance-customization/conditional-formatting.md) to a dashboard item according to the current parameter value. It allows you to format dashboard item elements dynamically. + +To reference a dashboard parameter in a [format rule](../../appearance-customization/conditional-formatting.md#create-a-format-rule), set the condition type to **Expression**: + +![Format Rule - Expression Type](../../../images/expression-type-conditional-formatting.png) + +In the invoked dialog, click the **Edit** button to create a condition: + +![Format Rule - Create a Condition](../../../images/conditional-formatting-create-expression-rule.png) + +In the invoked [Filter Editor](../../ui-elements/dialogs-and-wizards/filter-editor.md), build a filter expression. Click the down arrow glyph in the operand value placeholder to expand the list of available objects. Select the **Parameter** option to compare a field value with a parameter value. + +![Filter Editor - Dashboard Parameters](../../../images/filter-editor-dashboard-parameter.png) + +To select a dashboard parameter from the list of available parameters, click the parameter operand: + +![Filter Editor - Select a Dashboard Parameter](../../../images/filter-editor-dashboard-parameter-selection.png) +Click **OK** to save the created format rule. Now, when you change the dashboard parameter value, the dashboard item is formatted according to the parameter value. + +>[!TIP] +>For more information on conditional formatting in Web Dashboard, refer to the following article: [Conditional Formatting](../../appearance-customization/conditional-formatting.md). + +## Calculated Fields + +You can use parameters when you construct expressions for [calculated fields](../../provide-data/calculated-fields.md). This allows you to evaluate values of the calculated field dynamically depending on the current parameter value. + +To reference the dashboard parameter value in an expression, add or edit a calculated field. In the invoked **Edit Calculated Field** window, double-click the required parameter in the **Fields** section. + +![Edit Calculated Field - Reference a Dashboard Parameter](../../../images/wdd-parameters-calculated-field126509.png) + +Click **Save** to save the created calculated fields. Now, when you change the dashboard parameter value, the calculated field values are changed according to the specified expression. + +>[!TIP] +>For more information on calculated fields in Web Dashboard, refer to the following article: [Calculated Fields](../../provide-data/calculated-fields.md). + +## Window Calculations + +You can use dashboard parameters in [window calculations](../../data-analysis/calculations.md). This allows you to apply specific computations to measure values depending on the current parameter value. + +To reference the dashboard parameter value in an expression, create or edit a window calculation. In the invoked **Expression Editor** window, double-click the required parameter from the **Fields** section. + +![Expression Editor - Window Calculation with Parameters](../../../images/wdd-parameters-window-calculations126562.png) + +Click **OK** to save the created window calculation. Now, when you change the dashboard parameter value, the calculation values are changed according to the specified expression. + +>[!TIP] +>For more information on window calculations in Web Dashboard, refer to the following article: [Window Calculations](../../data-analysis/calculations.md). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..bd0cc4a79a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Specify Dashboard Parameter Values +author: Natalia Kazakova +legacyId: 117554 +--- +# Specify Dashboard Parameter Values + +The Web Dashboard control includes a built-in **Dashboard Parameters** dialog, which allows users to change dashboard parameter values. This dialog is created automatically depending on the parameter settings. Select the **Visible** check box in the [parameter settings](creating-parameters.md#parameter-settings) to display the parameter in the **Dashboard Parameters** dialog. + + +To invoke the **Dashboard Parameters** dialog in the Web Dashboard, click the **Parameters** button in the dashboard title. Change the parameter values in the **Dashboard Parameters** dialog and click the **Submit** button to apply the changes. + +The following image shows how to invoke the **Dashboard Parameters** dialog and change the parameter value: + +![|Parameters Dialog](../../../images/dashboard-parameters-web.gif) + +To reset changes to the default values, click the **Reset** button. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md new file mode 100644 index 0000000000..5acf58978b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-analysis/expression-constants-operators-and-functions.md @@ -0,0 +1,389 @@ +--- +title: Expression Constants, Operators, and Functions +author: Natalia Kazakova +legacyId: 400122 +--- +# Expression Constants, Operators, and Functions + +The DevExpress Dashboard uses criteria language that you can use in various DevExpress products for building expressions. An expression is a string that evaluates some value. The criteria language is based on the the cross-platform library with some additions and subtractions specific for dashboards. This topic details basic and dashboard-specific constants, operators, and functions. + +The tables below contain constants, operators, and functions you can use in dashboard expressions. + +## Constants + +| Constant | Description | Example | +|---|---|---| +| String constants | Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. | [Country] == 'France' or [Name] == 'O''Neil'| +| Date-time constants | Wrap date-time constants in '#'. | [OrderDate] >= #2018-03-22 13:18:51.94944# | +| True | Represents the Boolean True value. | [InStock] == True | +| False | Represents the Boolean False value. | [InStock] == False | +| Enumeration | Specify an enumeration value using its underlying integer value. Note that you cannot specify an enumeration value using its qualified name. | [Status] == 1 | +| Guid | Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. | [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | +| Numeric | Specify different numeric constant types in a string form using suffixes: Int32 (int) - _1_, Int16 (short) - _1s_, Byte (byte) - _1b_, Double (double) - _1.0_, Single (float) - _1.0f_, Decimal (decimal) - _1.0m_, | [Price] == 25.0m | +| ? | Represents a null reference that does not refer to any object. We recommend using the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead. | [Region] != ? | + +You can build parameterized criteria using any number of positional parameters. To do this, add parameter placeholders (question mark characters) to a criteria expression to identify parameter positions and provide a list of parameter values. When building criteria, parameter placeholders are substituted with parameter values in values in the order they are listed. + +_CriteriaOperator.Parse("[Name] == ? and [Age] == ?", "John", 33)_ + +The following two examples are identical, but the second one allows you to avoid formatting errors. + +_CriteriaOperator.Parse("[OrderDate] >= #1/1/2009#")_ + +_CriteriaOperator.Parse("[OrderDate] >= ?", new DateTime(2009, 1, 1))_ + +When parameters are not specified, a parameter placeholder is substituted with null. + +_CriteriaOperator.Parse("[Region] != ?")_ + +## Operators + +| Operator | Description | Example | +|--|--|--| +| + | Adds the value of one numeric expression to another or concatenates two strings. | [UnitPrice] + 4 or [FirstName] + ' ' + [LastName] | +| - | Finds the difference between two numbers. | [Price1] - [Price2] | +| * | Multiplies the value of two expressions. | [Quantity] * [UnitPrice] * (1 - [BonusAmount]) | +| / | Divides the first operand by the second. | [Quantity] / 2 | +| % | Returns the remainder (modulus) obtained by dividing one numeric expression by another. | [Quantity] % 3 | +| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag1] | [Flag2] | +| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Flag] & 10 | +| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Flag1] ^ [Flag2] | +| == | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] == 10 | +| = | Returns true if both operands have the same value; otherwise, it returns false. | [Quantity] = 10 | +| != | Returns true if the operands do not have the same value; otherwise, it returns false. | [Country] != 'France' | +| < | Less than operator. Used to compare expressions. | [UnitPrice] < 20 | +| <= | Less than or equal to operator. Used to compare expressions. | [UnitPrice] <= 20 | +| >= | Greater than or equal to operator. Used to compare expressions. | [UnitPrice] >= 30 | +| > | Greater than operator. Used to compare expressions. | [UnitPrice] > 30 | +| In (,,,) | Tests for the existence of a property in an object. | [Country] In ('USA', 'UK', 'Italy') | +| Between (,) | Specifies a range to test. Returns true if a value is greater than or equal to the first operand and less than or equal to the second operand. | [Quantity] Between (10, 20) | +| And | Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100) | +| && | Performs a logical conjunction on two Boolean expressions. | [InStock] && ([ExtendedPrice]> 100) | +| Or | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK' | +| \| | Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' \| [Country]=='UK' | +| ~ | Performs a bitwise negation on a numeric expression. | ~[Roles] = 251 | +| Not | Performs a logical negation on a Boolean expression. | Not [InStock] | +| ! | Performs a logical negation on a Boolean expression. | ![InStock] | +| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | +| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | +| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | + +## Functions + +**Advanced Functions - Intermediate Aggregation Level** + +| Function | Description | Example | +|---|---|---| +| aggr(SummaryExpression, Dimensions) | Uses the detail level specified by a predefined set of dimensions and a specified summary function to aggregate underlying data.| aggr(Sum([Sales]), [Category], [Product]) | +| w(WindowExpression, partitionByFunction, orderByFunction) | Calculates aggregated values with the specified window function for the window defined by the specified partitioning and ordering. | w(RankDense(Sum([ProductSales]), 'desc'), partitionBy([CategoryName]), orderBy()) | +| partitionBy(column1, column2, ...) | Specifies the columns by which the data rows are partitioned. The window function is applied to each partition separately. The _partitionBy_ function can be used only as a _w function_ argument. | partitionBy([Product])| +| orderBy(column1, column2, ...) | Specifies the logical order in which the window function calculation is performed on the rows in the window. The _orderBy_ function can be used only as a _w function_ argument.| orderBy(GetYear([Date]), desc(Sum([Sales]))) | +| asc(column) | Specifies that the values in the specified column are sorted in ascending order. This is the default sort order. The _asc_ function can be used only as a _w function_ argument. |asc(Sum([Sales]))| +| desc(column) | Specifies that the values in the specified column are sorted in descending order. The _desc_ function can be used only as a _w function_ argument. | desc(Sum([Sales]))| + +**Aggregate Functions** + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Returns the average of all the values in the expression. | Avg([Profit]) | +| Count() | Returns the number of values. | Count() | +| CountNotNull(Value) | Returns a number of non-null objects in a collection. | CountNotNull([Orders]) | +| CountDistinct(Value) | Returns the number of distinct values. | CountDistinct([Orders]) | +| Max(Value) | Returns the maximum value across all records. | Max([Profit]) | +| Min(Value) | Returns the minimum value across all records. | Min([Profit]) | +| Mode(Value) | Returns the mode of the values. | Mode([Profit]) | +| Median(Value) | Returns the median of the values. | Median([Profit]) | +| Sum(Value) | Returns the sum of all values. | Sum([Profit]) | +| Var(Value) | Returns an estimate of the variance of a population, where the sample is a subset of the entire population. | Var([Orders]) | +| Varp(Value) | Returns the variance of a population, where the population is the entire data to be summarized. | Varp([Orders]) | +| StdDev(Value) | Returns an estimate of the standard deviation of a population, where the sample is a subset of the entire population. | StdDev([Orders]) | +| StdDevp(Value) | Returns the standard deviation of a population, where the population is the entire data to be summarized. | StdDevp([Orders]) | + + +**Window Functions** + +| Function | Description | Example | Image | +|--|--|--|--| +| Last() | Returns the number of rows from the current row to the last row in the window. | Last() | ![CalculationFunction_Last](../../images/calculationfunction_last123018.png) | +| First() | Returns the number of rows from the current row to the first row in the window. | First() | ![CalculationFunction_First](../../images/calculationfunction_first123016.png) | +| Index() | Returns the index of the current row in the window. | Index() | ![CalculationFunction_Index](../../images/calculationfunction_index123017.png) | +| Size() | Returns the number of rows in the window. | Size() | ![CalculationFunction_Size](../../images/calculationfunction_size123029.png) | +| Lookup(SummaryExpression, Position) | Returns the value of the expression in a target position specified as a relative offset from the current position. | Lookup(Sum([Sales]), 3) | ![CalculationFunction_Lookup](../../images/calculationfunction_lookup123019.png) | +| RankCompetition(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the standard competition rank for the current row in the window. | RankCompetition(Sum([Sales]), 'asc') | - | +| RankDense(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the dense rank for the current row in the window. | RankDense(Sum([Sales]), 'asc') | - | +| RankUnique(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the unique rank for the current row in the window. | RankUnique(Sum([Sales]), 'asc') | - | +| RankModified(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the modified competition rank for the current row in the window. | RankModified(Sum([Sales]), 'asc') | - | +| RankPercentile(SummaryExpression, [ 'asc' | 'desc' ]) | Returns the percentile rank for the current row in the window. | RankPercentile(Sum([Sales]), 'desc') | - | +| RunningAvg(SummaryExpression) | Returns the running average of the specified expression from the first row in the window to the current row. | RunningAvg(Sum([Sales])) | ![CalculationFunction_RunningAvg](../../images/calculationfunction_runningavg123020.png) | +| RunningCount(SummaryExpression) | Returns the running count of the specified expression from the first row in the window to the current row. | RunningCount(Sum([Sales])) | - | +| RunningMax(SummaryExpression) | Returns the running maximum of the specified expression from the first row in the window to the current row. | | RunningMax(Sum([Sales])) | ![CalculationFunction_RunningMax](../../images/calculationfunction_runningmax123021.png) | +| RunningMin(SummaryExpression) | Returns the running minimum of the specified expression from the first row in the window to the current row. | RunningMin(Sum([Sales])) | ![CalculationFunction_RunningMin](../../images/calculationfunction_runningmin123026.png) | +| RunningSum(SummaryExpression) | Returns the running sum of the specified expression from the first row in the window to the current row. | RunningSum(Sum([Sales])) | ![CalculationFunction_RunningSum](../../images/calculationfunction_runningsum123027.png) | +| WindowAvg(SummaryExpression, StartOffset, EndOffset) | Returns the average of the expression within the window, which is defined using offsets from the current row. | WindowAvg(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowAvg](../../images/calculationfunction_windowavg123031.png) | +| WindowCount(SummaryExpression, StartOffset, EndOffset) | Returns the count of the expression within the window. | WindowCount(Sum([Sales]), First()+2, Last()) | +![CalculationFunction_WindowCount_plus2](../../images/calculationfunction_windowcount_plus2123032.png) | +| WindowCountDistinct(SummaryExpression, StartOffset, EndOffset) | Returns the distinct count of the expression within the window. | WindowCountDistinct(Sum([Sales]), First(), Last()) | - | +| WindowMax(SummaryExpression, StartOffset, EndOffset) | Returns the maximum of the expression within the window. | WindowMax(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMax](../../images/calculationfunction_windowmax123033.png) | +| WindowMin(SummaryExpression, StartOffset, EndOffset) | Returns the minimum of the expression within the window. | WindowMin(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMin](../../images/calculationfunction_windowmin123036.png) | +| WindowMode(SummaryExpression, StartOffset, EndOffset) | Returns the mode of the expression within the window. | WindowMode(Sum([Sales]), First(), Last()) | - | +| WindowMedian(SummaryExpression, StartOffset, EndOffset) | Returns the median of the expression within the window. | WindowMedian(Sum([Sales]), First(), Last()) | ![CalculationFunction_WindowMedian](../../images/calculationfunction_windowmedian123035.png) | +| WindowSum(SummaryExpression, StartOffset, EndOffset) | Returns the sum of the expression within the window. | WindowSum(Sum([Sales]), First()+2, Last()) | ![CalculationFunction_WindowSum-plus2](../../images/calculationfunction_windowsum-plus2123037.png) | +| WindowVar(SummaryExpression, StartOffset, EndOffset) | Returns the variance of the expression within the window. | WindowVar(Sum([Sales]), First(), Last()) | - | +| WindowVarp(SummaryExpression, StartOffset, EndOffset) | Returns the biased variance of the expression within the window. | WindowVarp(Sum([Sales]), First(), Last()) | - | +| WindowStdDev(SummaryExpression, StartOffset, EndOffset) | Returns the sample standard deviation of the expression within the window. | WindowStdDev(Sum([Sales]), First(), Last()) | - | +| WindowStdDevp(SummaryExpression, StartOffset, EndOffset) | Returns the biased standard deviation of the expression within the window. | WindowStdDevp(Sum([Sales]), First(), Last()) | - | +| Total(SummaryExpression) | Returns the total based on values from the underlying data source for the specified expression in a calculation window. | Total(Sum([Sales])) | ![CalculationFunction_Total](../../images/calculationfunction_total123030.png) | + +> [!IMPORTANT] +> Note that window functions cannot be used inside [Aggr](aggregations.md). + +**Date-time Functions** + +| Function | Description | Example | +|---|---|---| +| AddDays(DateTime, DaysCount) | Returns a date-time value that is the specified number of days from the specified DateTime. | AddDays([OrderDate], 30) | +| AddHours(DateTime, HoursCount) | Returns a date-time value that is the specified number of hours from the specified DateTime. | AddHours([StartTime], 2) | +| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that is the specified number of milliseconds from the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | +| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that is the specified number of minutes from the specified DateTime. | AddMinutes([StartTime], 30) | +| AddMonths(DateTime, MonthsCount) | Returns a date-time value that is the specified number of months from the specified DateTime. | AddMonths([OrderDate], 1) | +| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that is the specified number of seconds from the specified DateTime. | AddSeconds([StartTime], 60) | +| AddTicks(DateTime, TicksCount) | Returns a date-time value that is the specified number of ticks from the specified DateTime. | AddTicks([StartTime], 5000) | +| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that is from the specified DateTime for the given TimeSpan. | AddTimeSpan([StartTime], [Duration]) | +| AddYears(DateTime, YearsCount) | Returns a date-time value that is the specified number of years from the specified DateTime. | AddYears([EndDate], -1) | +| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | +| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | +| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | +| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | +| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | +| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | +| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | +| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | +| GetDate(DateTime) | Extracts a date from the defined DateTime. | GetDate([OrderDateTime]) | +| GetDateHour(DateTime) | Extracts the date part with the hour value from the defined DateTime. | GetDateHour([OrderDate]) | +| GetDateHourMinute(DateTime) | Extracts the date part with the hour and minute values from the defined DateTime. | GetDateHourMinute([OrderDate]) | +| GetDateHourMinuteSecond(DateTime) | Extracts the date part with the hour, minute, and second values from the defined DateTime. | GetDateHourMinuteSecond([OrderDate]) | +| GetDateMonthYear(DateTime) | Extracts the date with the month and year from the defined DateTime. | GetDateMonthYear([OrderDate]) | +| GetDateQuarterYear(DateTime) | Extracts the date with the quarter and year from the defined DateTime. | GetDateQuarterYear([OrderDate]) | +| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | +| GetDay(DateTime) | Extracts a day from the defined DateTime. | GetDay([OrderDate]) | +| GetDayOfWeek(DateTime) | Extracts a day of the week from the defined DateTime. | GetDayOfWeek([OrderDate]) | +| GetDayOfYear(DateTime) | Extracts a day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | +| GetHour(DateTime) | Extracts an hour from the defined DateTime. | GetHour([StartTime]) | +| GetMilliSecond(DateTime) | Extracts milliseconds from the defined DateTime. | GetMilliSecond([StartTime]) | +| GetMinute(DateTime) | Extracts minutes from the defined DateTime. | GetMinute([StartTime]) | +| GetMonth(DateTime) | Extracts a month from the defined DateTime. | GetMonth([StartTime]) | +| GetSecond(DateTime) | Extracts seconds from the defined DateTime. | GetSecond([StartTime]) | +| GetTimeOfDay(DateTime) | Extracts the time of the day from the defined DateTime in ticks. | GetTimeOfDay([StartTime]) | +| GetWeekOfMonth(DateTime) | Extracts the week of the month from the defined DateTime. | GetWeekOfMonth([OrderDate]) | +| GetWeekOfYear(DateTime) | Extracts the week of the year from the defined DateTime. | GetWeekOfYear([OrderDate]) | +| GetYear(DateTime) | Extracts a year from the defined DateTime. | GetYear([StartTime]) | +| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | +| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | +| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | +| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | +| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | +| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | +| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | +| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | +| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | +| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | +| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | +| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | +| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | +| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | +| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | +| IsSameDay(DateTime) | Returns True if the specified date/time values fall within the same day. | IsSameDay([OrderDate]) | +| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | +| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | +| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | +| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues to the current date (including the current date). | IsYearToDate([OrderDate]) | +| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | +| LocalDateTimeDayAfterTomorrow() | Returns a date-time value corresponding to the day after Tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | +| LocalDateTimeLastMonth() | Returns the DateTime value corresponding to the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | +| LocalDateTimeLastWeek() | Returns a date-time value corresponding to the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | +| LocalDateTimeLastYear() | Returns the DateTime value corresponding to the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | +| LocalDateTimeNextMonth() | Returns a date-time value corresponding to the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | +| LocalDateTimeNextWeek() | Returns a date-time value corresponding to the first day of the following week. | AddDays(LocalDateTimeNextWeek(), 5) | +| LocalDateTimeNextYear() | Returns a date-time value corresponding to the first day of the following year. | AddYears(LocalDateTimeNextYear(), 5) | +| LocalDateTimeNow() | Returns a date-time value corresponding to the current moment in time. | AddDays(LocalDateTimeNow(), 5) | +| LocalDateTimeThisMonth() | Returns a date-time value corresponding to the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | +| LocalDateTimeThisWeek() | Returns a date-time value corresponding to the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | +| LocalDateTimeThisYear() | Returns a date-time value corresponding to the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | +| LocalDateTimeToday() | Returns a date-time value corresponding to Today. | AddDays(LocalDateTimeToday(), 5) | +| LocalDateTimeTomorrow() | Returns a date-time value corresponding to Tomorrow. | AddDays(LocalDateTimeTomorrow(), 5) | +| LocalDateTimeTwoMonthsAway() | Returns the DateTime value corresponding to the first day of the following month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | +| LocalDateTimeTwoWeeksAway() | Returns the DateTime value corresponding to the first day of the following week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | +| LocalDateTimeTwoYearsAway() | Returns the DateTime value corresponding to the first day of the following year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | +| LocalDateTimeYearBeforeToday() | Returns the DateTime value corresponding to the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | +| LocalDateTimeYesterday() | Returns a date-time value corresponding to Yesterday. | AddDays(LocalDateTimeYesterday(), 5) | +| MakeDateTime(Year, Month, Day) | Returns a date value constructed from the specified Year, Month and Day. | MakeDateTime(2018, 5, 5) | +| MakeDateTime(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day and Hour. | MakeDateTime(2018, 5, 5, 20) | +| MakeDateTime(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour and Minute. | MakeDateTime(2018, 5, 5, 20, 18) | +| MakeDateTime(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute and Second. | MakeDateTime(2018, 5, 5, 20, 18, 30) | +| Now() | Returns the current system date and time. | AddDays(Now(), 5) | +| ToDateTime(Value) | Converts Value to a DateTime value. | ToDateTime([Orders]) | +| Today() | Returns the current date. Regardless of the actual time, this function returns midnight of the current date. | AddMonths(Today(), 1) | +| UtcNow() | Returns the current system date and time, expressed as Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | + +**Logical Functions** + +{| +|- + +! Function +! Description +! Example +|- + +| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) +| Returns one of several specified values depending upon the values of logical expressions. + +The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + +- Each odd argument specifies a logical expression; + +- Each even argument specifies the value that is returned if the previous expression evaluates to **true**; + +- **...** + +- The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **false**. +| Iif(Name = 'Bob', 1, 0)") + +Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0) + +|- + +| IsNull(Value) +| Returns True if the specified Value is NULL. +| IsNull([OrderDate]) +|- + +| IsNull(Value1, Value2) +| Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. +| IsNull([ShipDate], [RequiredDate]) +|- + +| IsNullOrEmpty(String) +| Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. +| IsNullOrEmpty([ProductName]) +|- + +| ToBoolean(Value) +| Converts Value to an equivalent Boolean value. +| ToBoolean([Value]) +|} + +**Math Functions** + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +**String Functions** + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + + + + +## Operator Precedence +When an expression contains multiple operators, their precedence controls the order in which expression elements are evaluated. + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +The default precedence can be changed by grouping elements with parentheses. For instance, the operators are performed in a default order in the first of the following two code samples. In the second code sample, the addition operation is performed first, because its associated elements are grouped with parentheses, and the multiplication operation is performed last. + +_Amount == 2 + 48 * 2_ + +_Amount == (2 + 48) * 2_ + +## Case Sensitivity +Operators are case insensitive. Although field values’ case sensitivity depends on the data source. + +> [!NOTE] +> A data source affects certain operators' behavior. For instance, by default, the SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: +> +> _Lower(Name) == Upper(Name)_ + +## Escape Keywords +You can mark a keyword-like field name with an escape character (@ sign). In the expression below, the **CriteriaOperator.Parse** method interprets \@Or as the field named "Or", not the logical operator OR. + +_\@Or = 'value'_ + + +## Escape Characters + +Use a backslash (\) as an escape character for characters in expressions. Examples: + +- \\[ +- \\\ +- \\' diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/data-shaping.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md new file mode 100644 index 0000000000..fefa603200 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/filtering.md @@ -0,0 +1,82 @@ +--- +title: Filtering +author: Natalia Kazakova +legacyId: 117706 +--- +# Filtering +Web Dashboard allows you to filter data in the [dashboard items](../dashboard-item-settings.md) or apply filters to a specific measure. You can use [dimensions](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md) and [hidden dimensions](../bind-dashboard-items-to-data/hidden-data-items.md) to build filter criteria. + +![Filtering_Main](../../images/filtering_main132414.png) + +## Dashboard Item Filter + +Filters that are applied to a dashboard item affect only this item. Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Item Filter** section and click **Edit** to add a filter: + +![wdd-invoke-filter-editor](../../images/wdd-invoke-filter-editor124630.png) + +This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria: + +![Filtering_FilterEditor_Empty](../../images/filtering_filtereditor_empty132417.png) + +> [!Tip] +> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) + +## Measure Filter + +You can apply filters to individual [measures](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-the-web-dashboard.md). If you create multiple measures that only differ in applied filters, you can compare values calculated over different date-time periods or against different categories. + +Open a dashboard item's [Binding](../ui-elements/dashboard-item-menu.md) menu and select a measure to filter. In the invoked [data item menu](../ui-elements/data-item-menu.md), open the **Filter** section and click **Edit**. This invokes the [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) dialog where you can specify filter criteria. + +![web-filter-to-measure-menu](../../images/web-filter-to-measure-menu.png) + +> [!Tip] +> **Documentation**: [Filter Editor](../ui-elements/dialogs-and-wizards/filter-editor.md) + +You can clear the applied filter in the [data item menu](../ui-elements/data-item-menu.md)'s **Filter** section. + +> [!Note] +> The measure filter is technically an expression that uses the `filter(summaryExpression, filterCriteria)` function, where `summaryExpression` is the measure to be filtered and `filterCriteria` is the filter. See the following topic for more information about functions you can use in dashboard expressions: [Expression Constants, Operators, and Functions](../data-analysis/expression-constants-operators-and-functions.md). + +The image below shows a Chart with three measures: + +- _2019 - Opened_ is filtered by year 2019. +- _2020 - Opened_ is filtered by year 2020. +- _Opened_ is the original measure without filters. + +![web-filter-to-measure-year](../../images/web-filter-to-measure-year.png) + + +## Visible Data Filter + +You can specify a Visible Data Filter to limit displayed data. This filter type does not filter underlying data used in calculations or intermediate level aggregations. + +Open a dashboard item's [Filters](../ui-elements/dashboard-item-menu.md) menu, go to the **Visible Data Filter** section and click **Edit** to invoke the Filter Editor, where you can specify a condition: + +![web-invoke-visible-data-filter](../../images/web-invoke-visible-data-filter.png) + +For example, a Grid dashboard item has 35 rows and displays sales percentages. + +![web-filter-visible-data-filter-original-grid](../../images/web-filter-visible-data-filter-original-grid.png) + +The image below shows the difference between filters (the filter condition is the same): + +- **Dashboard Item Filter**: sales percentages are recalculated based on the visible data. +- **Visible Data Filter**: sales percentages remain the same because this filter type does not affect calculations. + +![web-filter-visible-data-filter-grids](../../images/web-filter-visible-data-filter-grids.png) + +## OLAP Filtering Specifics + +You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. + +### Dimension Attribute + +For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. + +![wdd-olap-filtering-attribute](../../images/img124640.png) + +### Dimension Hierarchy + +The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. + +![wdd-olap-filtering-hierarchy](../../images/img124639.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md new file mode 100644 index 0000000000..a104ae38ad --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/formatting-data.md @@ -0,0 +1,114 @@ +--- +title: Formatting Data +author: Natalia Kazakova +legacyId: 117708 +--- +# Formatting Data +The Web Dashboard allows you to customize various format settings for numeric and date-time values. +* [Formatting Numeric Values](#numeric) +* [Formatting Date-Time Values](#datetime) +* [Currency Formatting Specifics](#currency) + +## Formatting Numeric Values +To specify a format for numeric values, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. + +![wdd-format-rype](../../images/img125536.png) + +In the **Format type** field, select the required format type. + +| Format Type | Description | +|---|---| +| **Auto** | Format settings are automatically determined based on the data type. | +| **General** | Converts a number to the most compact of either fixed-point or scientific notation, depending on the type of the number. | +| **Number** | Converts a number to a string of the "-d,ddd,ddd.ddd…" form where "-" indicates a negative number symbol (if required), "d" indicates a digit (0-9), "," indicates a group separator, and "." indicates a decimal point symbol. | +| **Currency** | Converts a number to a string that represents a currency amount. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | +| **Scientific** | Converts a number to a string of the "-d.ddd…E+ddd" or "-d.ddd…e+ddd" form where each "d" indicates a digit (0-9). | +| **Percent** | Multiplies a number by 100 and converts it to a percentage string. | + +Other format settings are in effect for only specific format types. + +| Setting | Description | Format Types | +|---|---|---| +| **Unit** | The unit to which values should be converted. | Number, Currency | +| **Precision** | The number of fractional digits that should be displayed. | Scientific, Percent | +| **Include group separator** | Specifies whether or not separators should be inserted between digit groups. | Number, Currency, Percent | +| **Currency** | Defines the currency sign and format settings that should be used to display currency values. To learn about currency formatting specifics, see the [Currency Formatting Specifics](#currency) section of this document. | Currency | + +## Formatting Date-Time Values +To specify a format for date-time values, use the **Format Type** option in the data item's **Format** section. + +![wdd-format-type-date-time](../../images/img124765.png) + +> [!NOTE] +> Specific group intervals do not have format options. This means that corresponding values can only be presented in a single manner. The **Format** section is not displayed for such group intervals. + +The following list shows format types by group interval. +* Year + * _Full_ - The full year pattern (Example - 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example - 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _Full_ - The full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 (en-US)). + * _Numeric_ - The quarter from 1 through 4 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Month + * _Full_ - The full name of the month (Example: 6/15/2017 1:45:30 PM -> June (en-US)). + * _Abbreviated_ - The abbreviated name of the month (Example: 6/15/2017 1:45:30 PM -> Jun (en-US)). + * _Numeric_ - The month from 1 through 12 (Example: 6/15/2017 1:45:30 PM -> 6 (en-US)). +* Hour + * _Long_ - Long hour pattern, 12-hour format (Example: 6/15/2017 1:45:30 PM -> 1:00 PM). + * _Short_ - Short hour pattern, 24-hour format (Example: 6/15/2017 1:45:30 PM -> 13). +* Day of Week + * _Full_ - The full name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Monday (en-US)). + * _Abbreviated_ - The abbreviated name of the day of the week (Example: 6/15/2017 1:45:30 PM -> Mon (en-US)). + * _Numeric_ - The day of the week from 1 through 7 (Example: 6/15/2017 1:45:30 PM -> 2 (en-US)). +* Day-Month-Year + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Date-Hour + * _Long_ - Long date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long hour pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long hour pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Date-Hour-Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Date-Hour-Minute-Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +The list below illustrates format types related to the **Exact Date** group interval. +* Year + * _Full_ - The full year pattern (Example: 6/15/2017 1:45:30 PM -> 2017 (en-US)). + * _Abbreviated_ - The year from 00 to 99 (Example: 6/15/2017 1:45:30 PM -> 17 (en-US)). +* Quarter + * _n/a_ - The default year and full quarter pattern (Example: 6/15/2017 1:45:30 PM -> Q2 2017 (en-US)). +* Month + * _n/a_ - The default year pattern and the full name of the month (Example: 6/15/2017 1:45:30 PM -> June, 2017 (en-US)). +* Day + * _Long_ - Long date pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 (en-US)). + * _Short_ - Short date pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 (en-US)). +* Hour + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:00 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:00 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:00 PM (en-US)). +* Minute + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45 PM (en-US)). +* Second + * _Long_ - Long date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> Monday, June 15, 2017 1:45:30 PM (en-US)). + * _Short_ - Short date pattern, long time pattern (Example: 6/15/2017 1:45:30 PM -> 6/15/2017 1:45:30 PM (en-US)). + * _Time only_ - Long time pattern (Example: 6/15/2017 1:45:30 PM -> 1:45:30 PM (en-US)). + +## Currency Formatting Specifics +The Web Dashboard allows you to specify currency formats for the current data item or for entire dashboard. +* To set a data item currency format, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the **Format** section. Select **Currency** as a format type and specify the required culture using the **Currency** combo box. + + ![wdd-format-type-currency](../../images/img126159.png) + + You can also specify the data item to use the client culture. For this, select the _Use client system settings_ in the combo box. +* To set the dashboard currency, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Currency** page. Here you can select the required currency from the list. + + ![wdd-format-type-currency-entire-dashboard](../../images/img124766.png) + + You can also specify the dashboard to use the client culture. For this, select the _Use client system settings_ item. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md new file mode 100644 index 0000000000..4f76358456 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/grouping.md @@ -0,0 +1,48 @@ +--- +title: Grouping +author: Natalia Kazakova +legacyId: 117704 +--- +# Grouping +The Web Dashboard allows you to group dimension values and display summaries for entire groups rather than individual values. You can arrange dimension values in groups of different sizes by specifying the appropriate group interval. For instance, date-time values can be grouped by year, month, quarter, etc. + +## Changing a Date-Time Group Interval +Date-time values support the following group intervals. + +> [!NOTE] +> Examples in the table below are formatted with the default settings. To learn how to customize format settings, see the following help topic: [Formatting Data](formatting-data.md). + +| Group interval | Description | Examples | +|---|---|---| +| **Year** | Values are grouped by the year. | 2010, 2011, 2012 | +| **Quarter** | Values are grouped by the quarter. | Q1, Q2, Q3, Q4 | +| **Month** | Values are grouped by the month. | January, February, March, ... December | +| **Day** | Values are grouped by the day of the month. | 1, 2, 3, ... 31 | +| **Hour** | Values are grouped by the hour. | 0, 1, 2, ... 23 | +| **Minute** | Values are grouped by the minute. | 0, 1, 2, ... 59 | +| **Second** | Values are grouped by the second. | 0, 1, 2, ... 59 | +| **Day of the Year** | Values are grouped by the day of the year. | 1, 2, 3, ... 365 | +| **Day of the Week** | Values are grouped by the day of the week. | Sunday, Monday, Tuesday, ... Saturday | +| **Week of the Year** | Values are grouped by the week of the year. | 1, 2, 3, ... 52 | +| **Week of the Month** | Values are grouped by the week of the month. | 1, 2, 3, 4, 5 | +| **Week-Year** | Values are grouped by the date of the first day of the week (uses culture settings). | 7/1/2018, 7/8/2018, 7/15/2018, ... 11/4/2018, 11/11/2018, 11/18/2018, ... | +| **Month-Year** | Values are grouped by the year and month. | January 2012, February 2012, ... December 2012, January 2013, ... | +| **Quarter-Year** | Values are grouped by the year and quarter. | Q3 2012, Q4 2012, Q1 2013, Q2 2013, ... | +| **Day-Month-Year** | Values are grouped by date. | 3/4/2012, 3/5/2012, 3/6/2012, ... | +| **Date-Hour** | Values are grouped by date with the hour value. | 3/4/2012 0:00 AM, 3/4/2012 1:00 AM, 3/4/2012 2:00 AM, ... | +| **Date-Hour-Minute** | Values are grouped by date with the hour and minute values. | 3/4/2012 0:00 AM, 3/4/2012 0:01 AM, 3/4/2012 0:02 AM, ... | +| **Date-Hour-Minute-Second** | Values are grouped by date with the hour, minute and second values. | 3/4/2012 0:00:00 AM, 3/4/2012 0:00:01 AM, 3/4/2012 0:00:02 AM, ... | +| **Exact Date** | Each value is displayed "as is". | 2009, Q2 2009, 6/15/2009 1:45:30 PM, ... | + +To specify a date-time group interval in the Web Dashboard, invoke the dashboard item **Bindings** menu and select the required data item. In the _Bindings_ section, select the desired interval from the drop-down **Group Interval** list. + +![wdd-change-grouping-interval](../../images/img124606.png) + +## Changing a Text Group Interval +String values support the following grouping intervals. +* **No Grouping:** each value is displayed "as is". +* **Alphabetical:** values are grouped alphabetically (e.g., A, B, C, ... Z). + +For string values, go to the _Data Shaping_ section of the data item menu. Here, you can change the group interval to alphabetical. + +![wdd-change-grouping-interval-text](../../images/img124612.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md new file mode 100644 index 0000000000..abf0a0b9c5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/sorting.md @@ -0,0 +1,17 @@ +--- +title: Sorting +author: Natalia Kazakova +legacyId: 117705 +--- +# Sorting +The Web Dashboard allows you to easily change the sort order of values within a dashboard item. You can also enable sorting by measure values. + +## Changing Sort Order +To change the sort order of dimension values displayed within a dashboard item, open the dashboard item **Bindings** menu, select a data item and go to the **Data Shaping** section. Here you can select the _Ascending_ or _Descending_ sort order. + +![wdd-change-sort-order](../../images/img124613.png) + +## Sorting by Measure Values +The Web Dashboard also allows you to sort dimension values by summary values calculated for a specific measure. To do this, in the drop-down **Sort Measure** list, select a measure by which you want to sort this data item. + +![wdd-sort-by-measure](../../images/img124614.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md new file mode 100644 index 0000000000..0c289de9e7 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/summarization.md @@ -0,0 +1,41 @@ +--- +title: Summarization +author: Natalia Kazakova +legacyId: 117703 +--- +# Summarization +To obtain numeric values that should be displayed within a dashboard item, Dashboard calculates a summary function against the specified measure. + +## Summary Function Types +The following summary functions are available. +* **Count** - The number of values (excluding **Null** and **DBNull** values). + + This is the only summary type that can be calculated against non-numeric data. +* **Count Distinct** - The number of distinct values. +* **Sum** - The sum of the values. + + ![func_sum](../../images/img4460.png) +* **Min** - The smallest value. +* **Max** - The largest value. +* **Average** - The average of the values. + + ![func_average](../../images/img4457.png) +* **StdDev** - An estimate of the standard deviation of a population, where the sample is a subset of the entire population. + + ![func_stddev](../../images/img4458.png) +* **StdDevP** - The standard deviation of a population, where the population is the entire data to be summarized. + + ![func_stddevp](../../images/img4459.png) +* **Var** - An estimate of the variance of a population, where the sample is a subset of the entire population. + + ![func_var](../../images/img4461.png) +* **VarP** - The variance of a population, where the population is the entire data to be summarized. + + ![func_varp](../../images/img4462.png) + +## Changing Summary Type +By default, Dashboard calculates **Sum** for numeric measures and **Count** for measures that contain another type of data. + +You can change the summary function type for numeric measures. To do this, invoke the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu and select the required data item. In the drop-down **Summary Type** list, select the desired summary type. + +![wdd-change-summary-type](../../images/img124599.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md new file mode 100644 index 0000000000..8d761545d9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/data-shaping/top-n.md @@ -0,0 +1,22 @@ +--- +title: Top N +author: Natalia Kazakova +legacyId: 117707 +--- +# Top N +The **Top N** feature allows you to display only a limited number of values that correspond to the highest or lowest values of a particular measure. + +To enable the Top N feature, open the dashboard item [Bindings](../ui-elements/dashboard-item-menu.md) menu, select a required data item and go to the _Top N_ section. + +![wdd-top-n](../../images/img124644.png) + +Click **ON** and specify the following settings. + +| Setting | Description | +|---|---| +| **Measure** | The parameter according to which the top or bottom values will be determined. | +| **Count** | The number of values to be displayed. | +| **Mode** | Specifies whether top or bottom values should be displayed. | +| **Show "Others" value** | If enabled, all values that are not the top/bottom ones are consolidated in the "Others" value. Note that this capability is not supported in OLAP mode. | + +You can use the [hidden measure](../bind-dashboard-items-to-data/hidden-data-items.md) as a parameter according to which the top or bottom values will be determined. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md new file mode 100644 index 0000000000..9be189cad0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/exporting.md @@ -0,0 +1,69 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 117953 +--- +# Exporting +The Web Dashboard allows you to export an entire dashboard or individual [dashboard items](dashboard-item-settings.md). You can export the dashboard/dashboard items to PDF and Image formats; additionally, you can export dashboard item's data to Excel/CSV. +* [Exporting Dashboards](#exportingdashboards) +* [Exporting Dashboard Items](#exportingdashboarditems) + +## Exporting Dashboards +To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard title area and choose the required action. + +![Printing_ExportMenuWeb](../images/img19567.png) + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDF_DashboardOptions](../images/img22288.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode the page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to value different from _Auto_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. The following options are available: + +![ExportToImage_DashboardOptions](../images/img22289.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. + +### Export to Excel + +Invokes a corresponding dialog that allows you to export dashboard's data to the Excel file. The following options are available: + +![wdd-export-excel-dashboard](../images/img128973.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the dialog and click the **Export** button to export the dashboard. To reset the changes to the default values, click the **Reset** button. + +> [!NOTE] +> If you export the entire dashboard, its current state is preserved (e.g., the [dashboard layout](dashboard-layout.md), the scroll position of individual dashboard items and selections within [master filter](interactivity/master-filtering.md) items). + +## Exporting Dashboard Items +To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the dashboard item caption area and choose the required action. + +![Printing_ExportElementWeb](../images/img19610.png) +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image of the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](../web-dashboard-viewer-mode/dashboard-items.md). + +> [!NOTE] +> When an individual dashboard item is printed, the entire item's content is reflected in the printed document regardless of the item's current scroll position. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/interactivity.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md new file mode 100644 index 0000000000..e260dd7b79 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/drill-down.md @@ -0,0 +1,20 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 117726 +--- +# Drill-Down +Dashboard provides the **Drill-Down** feature, which allows you to change the detail level of data displayed in a dashboard item. Drill-Down enables users to drill down to display detail data, or drill up to view more general information. + +## Enable Drill-Down +Drill-down requires that the data section contains several dimensions... + +![wdd-drill-down-hierarchy](../../images/img124803.png) + +... or a hierarchy data item (in OLAP mode). + +![wdd-drill-down-hierarchy-olap](../../images/img124804.png) + +To be able to change the detail level of data, go to the dashboard item's **Interactivity** menu and enable the **Drill Down** option. + +![wdd-drill-down](../../images/img124784.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md new file mode 100644 index 0000000000..dea2b620e1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/master-filtering.md @@ -0,0 +1,34 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 117725 +--- +# Master Filtering +The Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items. This feature is called **Master Filtering**. You can select elements in a Master Filter item (grid records, chart bars, pie segments, etc.) to filter data in other dashboard items by the selected values. +* [Master Filter Modes](#modes) +* [Filtering Across Data Sources](#across) +* [Preventing Items from Being Filtered](#ignore) + +## Master Filter Modes +To enable master filtering, go to the dashboard item's **Interactivity** menu and use the **Master Filtering Mode** option. + +![wdd-master-filter-single](../../images/img124780.png) + +The Master Filter item supports the following modes. +* **None** - Disables master filtering. +* **Multiple** - Allows you to select multiple elements in the Master Filter item. To reset filtering, use the **Clear Master Filter** button (the ![wdd-master-filtering-icon](../../images/img125072.png) icon) in the dashboard item's caption. +* **Single** - Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but cannot clear it. + +To disable the Master Filter, select **None** as a Master Filter mode. + +## Filtering Across Data Sources +When different items in a dashboard are bound to different data sources, you can specify that a particular Master Filter should be applied across data sources. This means that it will apply filtering to fields with matching names in all data sources. + +To filter data across data sources, enable the **Cross-Data-Source Filtering** in the dashboard item's **Interactivity** menu. + +![wdd-master-filter-cross-data-source](../../images/img124783.png) + +## Preventing Items from Being Filtered +You can prevent specific dashboard items from being affected by Master Filters. To do this, enable the **Ignore Master Filters** option in the dashboard item's **Interactivity** menu. + +![wdd-master-filter-ignore](../../images/img124782.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md new file mode 100644 index 0000000000..efa8058c1b --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/interactivity/neutral-filter-mode.md @@ -0,0 +1,21 @@ +--- +title: Neutral Filter Mode +author: Natalia Kazakova +legacyId: 400262 +--- + +# Neutral Filter Mode + +The [filter elements](../dashboard-item-settings/filter-elements.md) show all items selected by default, to indicate that no filtering is currently taking place. Starting from this state, users typically begin each filtering operation by deselecting **All**, before they select individual items. + +An extra click is required to begin any actual filtering operation, because the **standard filter mode** shows all items selected. This is not an optimal implementation for performance reasons, because it generates filtering criteria that are evaluated by the data layer and/or the database. + +To solve these issues, the **Neutral Filter Mode** is implemented. It is neutral in the sense that it does not apply any criteria to the data source in its default state, resulting in improved performance. + +![](../../images/web-neutral-filter-mode-deselected.png) + +All items are shown deselected. This means that an extra click is no longer required in the most common scenarios, and this behavior is familiar to end users from websites world-wide. + +The **Neutral Filter Mode** helps in a situation when there is a potential “dead lock”, due to the fact that multiple filter elements influence each other. The **Clear Master Filter** button resets the filters. + +![](../../images/web-neutral-filter-mode-clear-master-filter.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/open-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md similarity index 77% rename from dashboard-for-web/articles/web-dashboard-designer-mode/open-a-dashboard.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md index d92d4bfde0..535b881cdc 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/open-a-dashboard.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/open-a-dashboard.md @@ -1,15 +1,15 @@ ---- -title: Open a Dashboard -author: Natalia Kazakova -legacyId: 117954 ---- -# Open a Dashboard -To open a [saved](save-a-dashboard.md) dashboard, go to the [dashboard menu](ui-elements/dashboard-menu.md) and click the **Open...** item. You will see a list of available dashboards. - -![wdd-menu-open-page](../../images/img125581.png) - -Click the required dashboard to open it. - -If the current dashboard has unsaved changes, you will see a save confirmation dialog. - -![wdd-save-chages-confirm-dialog](../../images/img125634.png) \ No newline at end of file +--- +title: Open a Dashboard +author: Natalia Kazakova +legacyId: 117954 +--- +# Open a Dashboard +To open a [saved](save-a-dashboard.md) dashboard, go to the [dashboard menu](ui-elements/dashboard-menu.md) and click the **Open...** item. You will see a list of available dashboards. + +![wdd-menu-open-page](../images/img125581.png) + +Click the required dashboard to open it. + +If the current dashboard has unsaved changes, you will see a save confirmation dialog. + +![wdd-save-chages-confirm-dialog](../images/img125634.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/provide-data.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md new file mode 100644 index 0000000000..98e51865f8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/calculated-fields.md @@ -0,0 +1,60 @@ +--- +title: Calculated Fields +author: Natalia Kazakova +legacyId: 117964 +--- +# Calculated Fields + +The Web Dashboard control provides the capability to create calculated fields that allow you to apply complex expressions to data fields obtained from the dashboard's data source. As a result, you can use these fields in data visualizations as regular data source fields. + +Note that calculated fields are not supported for the [OLAP](../bind-dashboard-items-to-data/bind-dashboard-items-to-data-in-olap-mode.md) data source. + +You can add a new calculated field based on the existing data source fields after you have created a data source. + +* [Creating a Calculated Field](#create) +* [Editing a Calculated Field](#edit) + + +## Creating a Calculated Field + +You can creates calculated fields both in the **Data Sources** page and from the **Binding** panel. + +- Go to the [dashboard menu](../ui-elements/dashboard-menu.md) and open the **Data Sources** page. Select a required data source (and the required [query](working-with-sql-data-sources/manage-sql-queries.md)/data member, if applicable) and click the **Add Calculated Field** button to create a calculated field. + + ![wdd-calculated-field-create](../../images/img124912.png) + +- Open the [Binding](../ui-elements/dashboard-item-menu.md) panel, go to the **Binding** section and click the **Add calculated field** button (the ![wdd-calculated-field-add-icon](../../images/wdd-calculated-field-add-icon.png) icon). + + ![](../../images/wdd-calculated-field-create-from-binding-panel.png) + +This invokes the **Edit Calculated Field** dialog, which allows you to construct the required expression. + +- Use the **Name** option to change the default field name. +- Use the **Field Type** option to specify the required calculated field type. + +![wdd-calculated-field-editor](../../images/img124913.png) + +The following elements are available for creating expressions: + + +Element | Description +---------|---------- + Fields | Contains available fields and [dashboard parameters](../data-analysis/dashboard-parameters.md). + Constants | Contains boolean variables. + Functions | Contains different types of functions including [aggregate](../data-analysis/aggregations.md). + Operators | Allows you to select operators from the list. + +After creating the expression, click **Save** to creates a new calculated field and display it in the [Field List](working-with-sql-data-sources/manage-sql-queries.md). This type of a field is indicated with the **_f_** glyph. + +![wdd-calculated-field](../../images/img124911.png) + +## Editing a Calculated Field + +You can configure calculated fields both in the **Data Sources** page and from the **Binding** panel: + +- To edit the created field using the **Data Sources** page, click the calculated field's **Edit** button (the ![wdd-icon-edit-query](../../images/img125497.png) icon). +- In the **Binding** section, select the calculated field you want to edit and click the **Edit** button (the ![wdd-icon-editCalculatedField](../../images/wdd-icon-editCalcField.png) icon). + +This invokes the **Edit Calculated Field** dialog. You can change the calculated field's name, type or edit the current expression. + +To delete the calculated field, use the calculated field's **Delete** button (the ![wdd-icon-delete-query](../../images/img125498.png) / ![](../../images/wdd-icon-deleteCalField.png) icons). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md similarity index 91% rename from dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md index c11c18ec84..c0ed004b3a 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/connect-to-an-existing-data-source.md @@ -1,17 +1,17 @@ ---- -title: Connect to an Existing Data Source -author: Natalia Kazakova -legacyId: 117960 ---- -# Connect to an Existing Data Source -The Web Dashboard allows you to connect a dashboard to one of the existing data sources or add data sources to the dashboard's data sources collection. - -## Connect a New Dashboard to an Existing Data Source -When you [create](create-a-new-data-source.md) a new dashboard, the **New** page of the [dashboard menu](../ui-elements/dashboard-menu.md) is invoked. You can select an existing data source from the list or create a [new data source](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). - -![WebDesignerGettingStarted_CreateDashboard_dx](../../../images/web-viz.png) - -This action creates a new empty dashboard that is bound to data. Now, you can [add dashboard items](../add-dashboard-items.md) and [bind them to data](../bind-dashboard-items-to-data.md). - -## Add a New Data Source to the Existing Dashboard -You can add an existing data source to the dashboard. To learn more, see [Manage Data Sources](manage-data-sources.md). +--- +title: Connect to an Existing Data Source +author: Natalia Kazakova +legacyId: 117960 +--- +# Connect to an Existing Data Source +The Web Dashboard allows you to connect a dashboard to one of the existing data sources or add data sources to the dashboard's data sources collection. + +## Connect a New Dashboard to an Existing Data Source +When you [create](create-a-new-data-source.md) a new dashboard, the **New** page of the [dashboard menu](../ui-elements/dashboard-menu.md) is invoked. You can select an existing data source from the list or create a [new data source](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). + +![WebDesignerGettingStarted_CreateDashboard_dx](../../images/web-viz.png) + +This action creates a new empty dashboard that is bound to data. Now, you can [add dashboard items](../add-dashboard-items.md) and [bind them to data](../bind-dashboard-items-to-data.md). + +## Add a New Data Source to the Existing Dashboard +You can add an existing data source to the dashboard. To learn more, see [Manage Data Sources](manage-data-sources.md). diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md similarity index 88% rename from dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md index 0db197237c..80a7b4c744 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/create-a-new-data-source.md @@ -1,25 +1,25 @@ ---- -title: Create a New Data Source -author: Natalia Kazakova -legacyId: 117959 ---- -# Create a New Data Source -This topic describes how to create a new data source based on the existing data connection. - -## Create a Data Source for a New Dashboard -The [New](../ui-elements/dashboard-menu.md) page allows you to specify a title for a dashboard and bind the dashboard to a data source. Click the **Create data source...** button to invoke the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. - -![WebDesignerGettingStarted_CreateDataSource](../../../images/img123741.png) - -> [!NOTE] -> The SQL data connection requires a query or a stored procedure for further work. Refer to the following article for information on how to manage queries: [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md). - -Select the data source type. The wizard guides you through the steps needed to configure a new data source. - -![dashboard-data-source-types](../../../images/dashboard-data-source-types.png) - -The next step is to [connect a dashboard to a data source](connect-to-an-existing-data-source.md). - -## Create a Data Source for the Existing Dashboard - +--- +title: Create a New Data Source +author: Natalia Kazakova +legacyId: 117959 +--- +# Create a New Data Source +This topic describes how to create a new data source based on the existing data connection. + +## Create a Data Source for a New Dashboard +The [New](../ui-elements/dashboard-menu.md) page allows you to specify a title for a dashboard and bind the dashboard to a data source. Click the **Create data source...** button to invoke the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. + +![WebDesignerGettingStarted_CreateDataSource](../../images/img123741.png) + +> [!NOTE] +> The SQL data connection requires a query or a stored procedure for further work. Refer to the following article for information on how to manage queries: [Manage SQL Queries](working-with-sql-data-sources/manage-sql-queries.md). + +Select the data source type. The wizard guides you through the steps needed to configure a new data source. + +![dashboard-data-source-types](../../images/dashboard-data-source-types.png) + +The next step is to [connect a dashboard to a data source](connect-to-an-existing-data-source.md). + +## Create a Data Source for the Existing Dashboard + You can create a new data source based on the predefined connection for the existing dashboard. Refer to the following topic for more information: [Manage Data Sources](manage-data-sources.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md new file mode 100644 index 0000000000..39aee0eb6d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/data-inspector.md @@ -0,0 +1,28 @@ +--- +title: Data Inspector +author: Margarita Zakhodyaeva +--- +# Data Inspector +**Data Inspector** is a dialog window that displays raw or aggregated data. + +## Overview + +To invoke the Data Inspector window, click the "Inspect Data" button ![](../../images/inspect-data-web.png) in the [dashboard item caption](../dashboard-layout/dashboard-item-caption.md) or select the "Inspect Data" context menu item. + +## Aggregated (Displayed) Data + +The data shown as _Aggregated_ is retrieved from the dashboard item's data storage. + +![](../../images/data-inspector-aggr.png) + +The columns are: + +* [Dimensions](../dashboard-item-settings/grid/columns.md), except the **Sparkline**. +* [Measures](../dashboard-item-settings/grid/columns.md). A list of dimensions does not include unbound measures (the measures without a DataMember, such as [Totals](../dashboard-item-settings/grid/totals.md) and the number of points in a [Cluster](../dashboard-item-settings/geo-point-maps/clustering.md). + * The [Sparkline](../dashboard-item-settings/grid/columns.md) is displayed as a column. + +## Raw Data + +Raw data is the dashboard item's underlying data. + +![](../../images/data-inspector-raw.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/filter-data-sources.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md similarity index 84% rename from dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/filter-data-sources.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md index 2f83befce4..d59b21bef7 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/filter-data-sources.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/filter-data-sources.md @@ -1,19 +1,19 @@ ---- -title: Filter Data Sources -author: Natalia Kazakova -legacyId: 117963 ---- -# Filter Data Sources -The Web Dashboard allows you to apply filtering to Excel and Object data sources. - -## Apply Filtering -To apply filtering to a data source, open the [dashboard menu](../ui-elements/dashboard-menu.md), invoke the **Data Sources** page and click the **Filter** button. - -![wdd-filter-data-source](../../../images/img125933.png) - -This will invoke the **Filter Editor** dialog, which allows you to build filter criteria with a convenient tree-like interface. - -![wdd-filter-data-source-dialog](../../../images/img125934.png) - -## Pass Parameter Values +--- +title: Filter Data Sources +author: Natalia Kazakova +legacyId: 117963 +--- +# Filter Data Sources +The Web Dashboard allows you to apply filtering to Excel and Object data sources. + +## Apply Filtering +To apply filtering to a data source, open the [dashboard menu](../ui-elements/dashboard-menu.md), invoke the **Data Sources** page and click the **Filter** button. + +![wdd-filter-data-source](../../images/img125933.png) + +This will invoke the **Filter Editor** dialog, which allows you to build filter criteria with a convenient tree-like interface. + +![wdd-filter-data-source-dialog](../../images/img125934.png) + +## Pass Parameter Values You can use the Filter Editor to filter a data source according to the current parameter value. To learn more, see the [Dashboard Parameters](../data-analysis/dashboard-parameters.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md new file mode 100644 index 0000000000..314283a640 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/manage-data-sources.md @@ -0,0 +1,38 @@ +--- +title: Manage Data Sources +author: Natalia Kazakova +legacyId: 117961 +--- +# Manage Data Sources +You can add a new data source to the current dashboard or remove existing data sources. To do this, open the [dashboard menu](../ui-elements/dashboard-menu.md) and go to the **Data Sources** page. + +## Add a Data Source + +To add a new data source, click **Add** next to the **Used Data Sources** list. + +![WDD-add-data-source-to-the-collection](../../images/img124583.png) + +The **Add Data Source** window appears. + +![WDD-include-selected-data-source-to-the-dashboard](../../images/wdd-include-selected-data-source-to-the-dashboard124584.png) + +The window allows you to do the following: + +| Action | Description | +|----------|----------| +| **Add an existing data source** | Select the data source and click the **Add** button. | +| **Create a new data source** | Click **Create data source...**. It invokes the [Dashboard Data Source Wizard](../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) where you can create a new data source based on the predefined data connection. Then click **Add** to add the newly created data source to the dashboard data sources. | + +You can find the newly added data source in the **Used Data Sources** list. + +## Manage Data Sources + +Select a data source to manage it: + +![wdd-manage-data-source](../../images/wdd-manage-data-source.png) + +Click the **Rename** button (![](../../images/wdd-icon-rename-data-source.png)) to rename the selected data source. The **Rename Data Source** dialog appears and you can enter a new name: + +![web-rename-data-source-dialog](../../images/web-rename-data-source-dialog.png) + +To remove an existing data source, select it and click **Remove** (![WDD-icon-delete-data-source](../../images/img124585.png)). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md new file mode 100644 index 0000000000..753584fe7f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/filter-queries.md @@ -0,0 +1,26 @@ +--- +title: Filter Queries +author: Natalia Kazakova +legacyId: 117968 +--- +# Filter Queries +You can filter SQL queries constructed in the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) by including _WHERE_ clauses in the query. You can also apply filters to either underlying or aggregated data, and limit the number of data records returned by the filter. + +To filter a query, deselect added tables and click the ellipsis button of the **Filter** field within the [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md). + +![wdd-invoke-filter-editor-for-query](../../../images/img125644.png) + +This will invoke the **Filter Editor** dialog, which allows you to build filter criteria. + +![wdd-filter-editor-filter-query](../../../images/img124905.png) + +You can create complex filter criteria with an unlimited number of filter conditions. These filter conditions can be arranged into groups with **And**, **Or**, **Not And**, and **Not Or** operators. The Filter Editor displays filter criteria as a tree-like structure, in which each node can be edited separately. + +In the Filter Editor, you can compare a field value with the following objects. +* **Value** - represents a static value. +* **Property** - represents another field value. +* **Parameter** - represents a parameter value. Click the **Create new parameter** button to create a new parameter and specify its name. To learn how to configure the created parameter, see [Pass Query Parameters](pass-query-parameters.md). + +To switch between values, click a down arrow glyph in the operand value placeholder to expand the list of available objects. + +![wdd-filter-editor-change-object](../../../images/img126182.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md new file mode 100644 index 0000000000..b1255e69b9 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/manage-sql-queries.md @@ -0,0 +1,12 @@ +--- +title: Manage SQL Queries +author: Natalia Kazakova +legacyId: 117965 +--- +# Manage SQL Queries +After you [connect](../connect-to-an-existing-data-source.md) to the data source and select the required data, you can create new SQL queries or edit the existing queries in the SQL data sources. To manage data sources, open the dashboard menu and go to the **Data Sources** page. + +![wdd-data-sources-page](../../../images/img124589.png) +* To **add** a new query, click the **Add Query** button. This invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md), where you can create a query, select a stored procedure, or configure [query parameters](pass-query-parameters.md). +* To **edit** an existing query, click the query's **Edit** button (the ![wdd-icon-edit-query](../../../images/img125497.png) icon) in the Field List. This action invokes the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md). +* To **delete** an existing query or calculated field from a dashboard SQL data source, click the query's **Delete** button (the ![wdd-icon-delete-query](../../../images/img125498.png) icon). diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md new file mode 100644 index 0000000000..4b02f3394e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/pass-query-parameters.md @@ -0,0 +1,22 @@ +--- +title: Pass Query Parameters +author: Natalia Kazakova +legacyId: 117969 +--- +# Pass Query Parameters +The [Query Builder](../../ui-elements/dialogs-and-wizards/query-builder.md) allows you to [filter queries](filter-queries.md) using parameters. To specify settings of an added query parameter after creating a query, click **Next** in the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog. + +![wdd-configure-query-parameters](../../../images/img124954.png) + +On the next page, select the query parameter you have created to configure it. + +![wdd-configure-query-param-page2](../../../images/img124955.png) + +The following settings are available. +* **Name** - Specifies a parameter's name. +* **Type** - Specifies the parameter's type. +* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, invoke the **Expression Editor** dialog using the ellipsis button and specify the required expression. For example, you can use an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the SQL query. + +Use **Add** to add a new parameter and the **Remove** button to remove the selected query parameter. + +Then, click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md new file mode 100644 index 0000000000..461fa7e3a5 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/provide-data/working-with-sql-data-sources/stored-procedures.md @@ -0,0 +1,20 @@ +--- +title: Stored Procedures +author: Natalia Kazakova +legacyId: 117971 +--- +# Stored Procedures +If you use a stored procedure to supply the dashboard with data, you should specify the stored procedure parameters. In the [Dashboard Data Source Wizard](../../ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md) dialog, select the required stored procedure and click **Next**. + +![wdd-stored-procedure](../../../images/img124982.png) + +On the next page, you can configure the parameters. + +![wdd-stored-procedure-page2](../../../images/img124983.png) + +The following parameter settings are available. +* **Name** - Displays a parameter's name. +* **Type** - Specifies the parameter's type. +* **Value** - Specifies the parameter's value. If the parameter type is set to _Expression_, you can invoke the **Expression Editor** dialog to specify the required expression. For example, you can select an existing [dashboard parameter](../../data-analysis/dashboard-parameters.md) to pass to the stored procedure. + +Click **Finish** to complete query modifications. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md new file mode 100644 index 0000000000..82fa967f95 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/save-a-dashboard.md @@ -0,0 +1,19 @@ +--- +title: Save a Dashboard +author: Natalia Kazakova +legacyId: 117715 +--- +# Save a Dashboard +The Web Dashboard provides the capability to save a dashboard definition (dashboard items, data source, data binding and layout settings, etc.) to an XML definition. This can be accomplished in the following ways. +* You can save the dashboard definition manually. For this, open the [dashboard menu](ui-elements/dashboard-menu.md) and click **Save**. + + ![wdd-save-dashboard](../images/img122631.png) + + The following message indicates that you have successfully saved the dashboard. + + ![wdd-dashboard-saved-message](../images/img125564.png) +* The dashboard definition can be saved when the currently opened dashboard is closed (for instance, the page containing the Web Dashboard is closed, a new dashboard is created or a different dashboard is [opened](open-a-dashboard.md)). By default, a save confirmation dialog will be invoked. + + ![wdd-save-chages-confirm-dialog](../images/img125634.png) + +To learn how to open the saved dashboard, see [Open a Dashboard](open-a-dashboard.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md new file mode 100644 index 0000000000..97ba3b1ab6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-item-menu.md @@ -0,0 +1,20 @@ +--- +title: Dashboard Item Menu +author: Natalia Kazakova +legacyId: 117734 +--- +# Dashboard Item Menu +The **dashboard item menu** allows you to configure a dashboard item. This menu provides interface to supply a dashboard item with data, specify interactivity settings, etc. To invoke this menu, click the required dashboard item. + +![wdd-dashboard-item-menu](../../images/img125813.png) + +The dashboard item menu consists of the following buttons. + +| Icon | Button Name | Description | +|---|---|---| +| ![wdd-dashboard-item-menu-move](../../images/img127117.png) | **Move** | Allows you to customize a dashboard item layout using drag-and-drop operations. To learn more, see [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md). | +| ![wdd-dashboard-item-menu-bindings](../../images/img127112.png) | **Bindings** | Invokes the _Binding_ menu that allows you to create and modify data binding of the selected [dashboard item](../dashboard-item-settings.md). | +| ![wdd-dashboard-item-menu-interactivity](../../images/img127113.png) | **Interactivity** | Invokes the _Interactivity_ menu contains settings affected on [interaction](../interactivity.md) between various dashboard items. | +| ![wdd-dashboard-item-menu-options](../../images/img127114.png) | **Options** | Invokes the _Options_ menu contains specific options and settings related to the current [dashboard item](../dashboard-item-settings.md). Settings can be combined into sections like _Common_, _Legend_, _Colors_, etc. | +| ![wdd-dashboard-item-menu-convert-to](../../images/img127115.png) | **Convert To** | Invokes the _Convert To_ dialog that allows you to [convert](../convert-dashboard-items.md) or duplicate the current item. | +| ![wdd-dashboard-item-menu-delete](../../images/img127116.png) | **Delete** | Deletes the current dashboard item from the [dashboard surface](dashboard-surface.md). | \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-menu.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md similarity index 96% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-menu.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md index 25475e13e6..d8ecd774d8 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dashboard-menu.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-menu.md @@ -1,22 +1,22 @@ ---- -title: Dashboard Menu -author: Natalia Kazakova -legacyId: 117733 ---- -# Dashboard Menu -The dashboard menu allows you to create, save or open dashboards and invokes pages containing global dashboard settings. To invoke this menu, use the **Dashboard Menu button** on the [Toolbox](toolbox.md). - -The dashboard menu consists of the following buttons. - -![wdd-dashboard-menu](../../../images/img125805.png) - -| Button | Description | Shortcut | -|---|---|---| -| **New...** | Use this button to create a new dashboard. The invoked **New...** page allows you to set a dashboard name, choose an existing data source for this dashboard or create a new one. To learn more, see [Create a Dashboard](../create-a-dashboard.md). | Alt+N | -| **Open...** | This button allows you to [open](../open-a-dashboard.md) the existing dashboards. | Alt+O | -| **Save** | Use this button to [save](../save-a-dashboard.md) the current dashboard. | Alt+S | -| **Data Sources** | This button opens the **Data Sources** page where you can configure dashboard _data sources_. To learn more, see [Manage Data Sources](../provide-data/manage-data-sources.md). | Alt+A | -| **Title** | This button opens the **Title** page where you can set a [dashboard title](../dashboard-layout/dashboard-title.md) and specify its settings like title visibility, alignment, etc. | Alt+T | -| **Currency** | This button opens the **Currency** page. Here you can specify the **currency format** for the entire dashboard. To learn more about formatting, see [Formatting Data](../data-shaping/formatting-data.md). | Alt+C | -| **Parameters** | This button invokes the **Parameters** page containing a list of **dashboard parameters** and their settings. To learn more about parameters, see [Dashboard Parameters](../data-analysis/dashboard-parameters.md). | Alt+P | +--- +title: Dashboard Menu +author: Natalia Kazakova +legacyId: 117733 +--- +# Dashboard Menu +The dashboard menu allows you to create, save or open dashboards and invokes pages containing global dashboard settings. To invoke this menu, use the **Dashboard Menu button** on the [Toolbox](toolbox.md). + +The dashboard menu consists of the following buttons. + +![wdd-dashboard-menu](../../images/img125805.png) + +| Button | Description | Shortcut | +|---|---|---| +| **New...** | Use this button to create a new dashboard. The invoked **New...** page allows you to set a dashboard name, choose an existing data source for this dashboard or create a new one. To learn more, see [Create a Dashboard](../create-a-dashboard.md). | Alt+N | +| **Open...** | This button allows you to [open](../open-a-dashboard.md) the existing dashboards. | Alt+O | +| **Save** | Use this button to [save](../save-a-dashboard.md) the current dashboard. | Alt+S | +| **Data Sources** | This button opens the **Data Sources** page where you can configure dashboard _data sources_. To learn more, see [Manage Data Sources](../provide-data/manage-data-sources.md). | Alt+A | +| **Title** | This button opens the **Title** page where you can set a [dashboard title](../dashboard-layout/dashboard-title.md) and specify its settings like title visibility, alignment, etc. | Alt+T | +| **Currency** | This button opens the **Currency** page. Here you can specify the **currency format** for the entire dashboard. To learn more about formatting, see [Formatting Data](../data-shaping/formatting-data.md). | Alt+C | +| **Parameters** | This button invokes the **Parameters** page containing a list of **dashboard parameters** and their settings. To learn more about parameters, see [Dashboard Parameters](../data-analysis/dashboard-parameters.md). | Alt+P | | **Color Scheme** | This button opens the **Color Scheme** page where you can customize a **global color scheme** that provides consistent colors for identical values across the dashboard. To learn more about coloring, see [Coloring](../appearance-customization/coloring.md). | - | \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md new file mode 100644 index 0000000000..22c75341b8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dashboard-surface.md @@ -0,0 +1,14 @@ +--- +title: Dashboard Surface +author: Natalia Kazakova +legacyId: 117732 +--- +# Dashboard Surface +The **Dashboard Surface** is a rectangular area that displays the dashboard that you are designing. This area includes [dashboard items](../dashboard-item-settings.md) and the [dashboard title](../dashboard-layout/dashboard-title.md). + +![wdd-dashboard-surface](../../images/img125804.png) + +You can configure a dashboard layout in the UI: + +* [Dashboard Items Layout](../dashboard-layout/dashboard-items-layout.md) +* [Dashboard Layout](../dashboard-layout.md) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/data-item-menu.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md similarity index 90% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/data-item-menu.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md index 467d223fd7..53083cd374 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/data-item-menu.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/data-item-menu.md @@ -1,11 +1,11 @@ ---- -title: Data Item Menu -author: Natalia Kazakova -legacyId: 117735 ---- -# Data Item Menu -The data item menu allows you to add measures and dimensions and configure settings related to the selected data item. For example, you can [specify a data field](../bind-dashboard-items-to-data.md), change a data item type, perform [data shaping operations](../data-shaping.md) and [advanced data analysis](../data-analysis.md), etc. - -To invoke this menu, click a data item placeholder or the required data item in the dashboard item's [Bindings](dashboard-item-menu.md) menu. - -![wdd-data-item-menu](../../../images/img125907.png) \ No newline at end of file +--- +title: Data Item Menu +author: Natalia Kazakova +legacyId: 117735 +--- +# Data Item Menu +The data item menu allows you to add measures and dimensions and configure settings related to the selected data item. For example, you can [specify a data field](../bind-dashboard-items-to-data.md), change a data item type, perform [data shaping operations](../data-shaping.md) and [advanced data analysis](../data-analysis.md), etc. + +To invoke this menu, click a data item placeholder or the required data item in the dashboard item's [Bindings](dashboard-item-menu.md) menu. + +![wdd-data-item-menu](../../images/img125907.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/designer-toolbar.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md similarity index 78% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/designer-toolbar.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md index 4c1919a060..d3e10e64cc 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/designer-toolbar.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/designer-toolbar.md @@ -1,11 +1,11 @@ ---- -title: Designer Toolbar -author: Margarita Zakhodyaeva ---- -## Designer Toolbar - -The **Designer Toolbar** allows you to access frequently used commands with a single click when the Web Dashboard operates in [Designer](../../web-dashboard-designer-mode.md) mode. - -The default Designer Toolbar displays layout options and undo/redo buttons. - -![web-dashboard-designer-toolbar](../../../images/web-dashboard-designer-toolbar.png) +--- +title: Designer Toolbar +author: Margarita Zakhodyaeva +--- +## Designer Toolbar + +The **Designer Toolbar** allows you to access frequently used commands with a single click when the Web Dashboard operates in [Designer](../../web-dashboard-designer-mode.md) mode. + +The default Designer Toolbar displays layout options and undo/redo buttons. + +![web-dashboard-designer-toolbar](../../images/web-dashboard-designer-toolbar.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md new file mode 100644 index 0000000000..8ff4e0ccb0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard.md @@ -0,0 +1,41 @@ +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- +# Dashboard Data Source Wizard + +The **Dashboard Data Source Wizard** allows you to configure a data source, retrieve its data, and add the created data source to a dashboard. + +To invoke this wizard, open to the **Data Sources** page in the [dashboard menu](../dashboard-menu.md) and click **Add**: + +![web Dashboard - Data sources page - "Add" button](../../../images/web-data-sources-click-add-button.png) + +In the invoked window, click **Create data source**: + +![web Dashboard - "Create data source" window](../../../images/web-data-sources-create-data-source.png) + +On the start page, select the data source type: + +![Web Dashboard - Data Source Wizard](../../../images/web-dashboard-data-source-wizard.png) + +You can create a new data source based on a database, JSON data, an OLAP cube, or create a federated data source. Click **Next** to proceed to the next wizard page depending on the selected data source type: + +* [Database](dashboard-data-source-wizard/specify-data-source-settings-database.md) + + Obtains data from all major data providers (for example, Microsoft SQL Server, XML data, Microsoft Access, and Oracle). + +* [JSON](dashboard-data-source-wizard/specify-data-source-settings-json.md) + + Connects to JSON-formatted data. + +* [MongoDB](dashboard-data-source-wizard/specify-data-source-settings-mongodb.md) + + Connects to a MongoDB database. + +* [OLAP Data Source](dashboard-data-source-wizard/specify-data-source-settings-olap.md) + + Connects to OLAP cubes. + +* [Data Federation](dashboard-data-source-wizard/specify-data-source-settings-data-federation.md) + + Creates a federated data source from the existing data sources. diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md similarity index 82% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md index b110257870..8e9f124735 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-data-federation.md @@ -1,41 +1,41 @@ ---- -title: Specify Data Source Settings (Data Federation) -author: Natalia Kazakova ---- -# Specify Data Source Settings (Data Federation) - -The wizard appears if you select **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. - -## Include Data into Separate Queries -Enable check boxes for data fields, queries, and entire data sources. - -![Dashboard Data Source Wizard for Data Federation - Select data fields and queries](../../../../../images/web-dashboard-federated-wizard-select-data-fields-and-queries.png) - -The selected items are included in data federation as separate queries. - -The wizard specifies query names as follows: - -- If the initial data source contains one or more queries (for example, SQL data sources), the federated query name consists of the data source name and query name separated by an underscore: `SQL Data Source_SQL Orders`. -- If the initial data source contains data at the root level (for example, Excel data sources), the federated query name is equal to the data source name: `Excel Data Source`. - -![Dashboard Data Source Wizard for Data Federation - Resulted federated queries](../../../../../images/web-dashboard-federated-wizard-federated-queries.png) - -## Combine Data into a Single Query - -To combine data from multiple data sources into a single query, hover over the Federated Query string. Click **Add query** (the `+` sign) and select one of the query types: - -![Dashboard Data Source Wizard for Data Federation - Create a single query](../../../../../images/web-dashboard-federated-wizard-create-single-query.png) - -This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). - -## Add a New Query to the Existing Federated Data Source - -You can add a new query to the existing federated data source. Open the [dashboard menu](../../dashboard-menu.md) and go to the **Data Sources** page. Select the federated data source and click **Manage Queries**: - -![Web Dashboard - Invoke the Manage queries dialog for Data Federation](../../../../../images/web-dashboard-federated-data-source-manage-queries-link.png) - -The **Manage Queries** dialog appears. Click **Add query** and select one of the query types: - -![Web Dashboard - Manage queries dialog for Data Federation](../../../../../images/web-dashboard-federated-data-source-manage-queries-dialog.png) - +--- +title: Specify Data Source Settings (Data Federation) +author: Natalia Kazakova +--- +# Specify Data Source Settings (Data Federation) + +The wizard appears if you select **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. + +## Include Data into Separate Queries +Enable check boxes for data fields, queries, and entire data sources. + +![Dashboard Data Source Wizard for Data Federation - Select data fields and queries](../../../../images/web-dashboard-federated-wizard-select-data-fields-and-queries.png) + +The selected items are included in data federation as separate queries. + +The wizard specifies query names as follows: + +- If the initial data source contains one or more queries (for example, SQL data sources), the federated query name consists of the data source name and query name separated by an underscore: `SQL Data Source_SQL Orders`. +- If the initial data source contains data at the root level (for example, Excel data sources), the federated query name is equal to the data source name: `Excel Data Source`. + +![Dashboard Data Source Wizard for Data Federation - Resulted federated queries](../../../../images/web-dashboard-federated-wizard-federated-queries.png) + +## Combine Data into a Single Query + +To combine data from multiple data sources into a single query, hover over the Federated Query string. Click **Add query** (the `+` sign) and select one of the query types: + +![Dashboard Data Source Wizard for Data Federation - Create a single query](../../../../images/web-dashboard-federated-wizard-create-single-query.png) + +This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). + +## Add a New Query to the Existing Federated Data Source + +You can add a new query to the existing federated data source. Open the [dashboard menu](../../dashboard-menu.md) and go to the **Data Sources** page. Select the federated data source and click **Manage Queries**: + +![Web Dashboard - Invoke the Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-link.png) + +The **Manage Queries** dialog appears. Click **Add query** and select one of the query types: + +![Web Dashboard - Manage queries dialog for Data Federation](../../../../images/web-dashboard-federated-data-source-manage-queries-dialog.png) + This invokes the Query Builder for federated data sources. See the following section for details: [Query Builder for Federation Data Sources](../query-builder.md#query-builder-for-federated-data-sources). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md new file mode 100644 index 0000000000..276fa73b01 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-database.md @@ -0,0 +1,38 @@ +--- +title: Specify Data Source Settings (Database) +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (Database) + +The following pages are available for the Database source type: + +## Select a Data Connection + +The "Choose a data connection" page appears if you select Database on the start page. Select an existing connection from the list. + +![сhoose-a-data-connection](../../../../images/dashboard-data-source-wizard-сhoose-a-data-connection.png) + +## Choose Queries +The next page allows you to create/edit a query or select a stored procedure. The image below shows a generated query displayed in the **SQL string** editor. + + ![create-a-query](../../../../images/dashboard-data-source-wizard-create-a-query.png) + + Click **Run Query Builder**... to launch the [Query Builder](../query-builder.md) and choose the tables/columns visually. + + ## Configure Query Parameters + If the SQL query contains [query parameters](../../../provide-data/working-with-sql-data-sources/pass-query-parameters.md), click **Next** to configure them. + +![configure-query-parameters](../../../../images/dashboard-data-source-wizard-configure-query-parameters.png) + +You can use the following techniques to specify a parameter value: + +* **Assign a static value** + + Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. + +* **Provide a dynamic parameter value** + + Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked Expression Editor. + +Click **Finish** to create a new data source. + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md new file mode 100644 index 0000000000..a54f05749a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-json.md @@ -0,0 +1,80 @@ +--- +title: Specify Data Source Settings (JSON) +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (JSON) + +## Select an Existing Data Connection + +The following page appears if you select JSON on the start page. Select an existing connection from the list. + +![](../../../../images/web-dashboard-data-source-wizard-json.png) + +Click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +## Create a New Data Connection + +Select a new data connection on the following page and click **Next**. + +![](../../../../images/dashboard-data-source-wizard-create-data-connections.png) + +## Configure a New Data Connection + +On the next page, configure a new data connection: + +![](../../../../images/dashboard-data-source-wizard-configure-data-connections.png) + +Specify the connection name and select the JSON source type. + +### Web Service Endpoint (URI) + +A URL to a file in JSON format. You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters). + +![](../../../../images/web-dashboard-json-datasource-parameters.png) + +- A **path parameter** appends a path element to a JSON endpoint's Uri. +- A **query parameter** specifies an HTTP request parameter that is passed to a JSON endpoint. +- A **header** is a custom HTTP header in JSON endpoint requests. + +You can use expressions to specify path parameters, query parameter values, and headers. + +Click the **F** icon to switch the **Value** option to **Expression Editor** and click the ellipsis button (**...**) to invoke the editor. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-f-icon.png) + +Double-click the expression in the invoked Expression Editor and click **OK**. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor.png) + +An expression can include [dashboard parameters](../../../data-analysis/dashboard-parameters.md). + +> [!Tip] +> Refer to the following help topic for details on how to create a dashboard parameter: [Creating Parameters](../../../data-analysis/dashboard-parameters/creating-parameters.md). + +Select the **Fields** section in the Expression Editor, double-click the predefined dashboard parameter, and click **OK**. + +![](../../../../images/web-dashboard-wizard-json-parameters-expression-editor-select-dashboard-parameters.png) + +Path parameters and query parameters are included in endpoint requests in the order in which they are listed. Move a parameter up or down the list to change its position within an endpoint request. + +The read-only **Resulting URI** field displays the result: a JSON URI. + +![](../../../../images/web-dashboard-data-source-wizard-json-resulting-uri.png) + +Configure basic HTTP authentication credentials and click **Next** to proceed to the [Select Data Fields](#select-data-fields) page. + +### JSON String + + A string that contains JSON data. You can also use the **Upload JSON** button to load content from the selected JSON file. + +![](../../../../images/web-dashboard-json-datasource-json-string.png) + +Click **Next** to proceed to the "[Select Data Fields](#select-data-fields)" page. + +## Select Data Fields + +The "Select data fields" page allows you to include / exclude data fields used in a JSON data source. + + ![](../../../../images/dashboard-data-source-wizard-select-data-fields.png) + + Click **Finish** to create a JSON data source. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-mongodb.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-mongodb.md new file mode 100644 index 0000000000..b17637ff15 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-mongodb.md @@ -0,0 +1,25 @@ +--- +title: Specify Data Source Settings (MongoDB) +--- +# Specify Data Source Settings (MongoDB) + + +The following page is available for the OLAP data source type: + +## Select a Data Connection + +Specify the data connection and click **Next**: + +![MongoDB Connection - Web Dashboard, DevExpress](../../../../images/webdashboard-mongodb-connection.png) + +## Configure Queries + +Configure queries and click **Next**. + +![MongoDB Queries - Web Dashboard, DevExpress](../../../../images/webdashboard-mongodb-queries.png) + +## Select Data Fields + +Select data fields and click **Finish**. + +![Select Data Fields - Web Dashboard, DevExpress](../../../../images/webdashboard-mongodb-select-data-fields.png) diff --git a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md similarity index 80% rename from dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md index d77727117c..914d588a36 100644 --- a/dashboard-for-web/articles/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/dashboard-data-source-wizard/specify-data-source-settings-olap.md @@ -1,14 +1,14 @@ ---- -title: Dashboard Data Source Wizard -author: Margarita Zakhodyaeva ---- -# Specify Data Source Settings (OLAP) - -The following page is available for the OLAP data source type:  - -## Select a Data Connection -The "Choose a data connection" page appears if you select OLAP on the start page. Select an existing connection from the list. - -![](../../../../../images/dashboard-data-source-wizard-choose-a-connection-OLAP.png) - +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- +# Specify Data Source Settings (OLAP) + +The following page is available for the OLAP data source type:  + +## Select a Data Connection +The "Choose a data connection" page appears if you select OLAP on the start page. Select an existing connection from the list. + +![](../../../../images/dashboard-data-source-wizard-choose-a-connection-OLAP.png) + Click **Finish** to create an OLAP data source. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md new file mode 100644 index 0000000000..871a10952c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/filter-editor.md @@ -0,0 +1,79 @@ +--- +title: Dashboard Data Source Wizard +author: Margarita Zakhodyaeva +--- + +# Filter Editor + +The Filter Editor dialog allows you to specify filter criteria for [data sources](../../provide-data/create-a-new-data-source.md), [SQL queries](../../provide-data/working-with-sql-data-sources/manage-sql-queries.md), and [dashboard items](../../dashboard-item-settings.md). + +## Use Filter Editor +The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator that combines all the conditions. Click this node and select the desired type to change the logical operator. + +![Filtering_FilterEditor_LogicalOperator](../../../images/filtering_filtereditor_logicaloperator132422.png) + +Click the plus button next to the operator to add a new condition or group. + +![Filtering_FilterEditor_AddConditionMenu](../../../images/filtering_filtereditor_addconditionmenu132418.png) + +To set a new condition, specify the dimension (including [hidden dimensions](../../bind-dashboard-items-to-data/hidden-data-items.md)): + +![Filtering_FilterEditor_SelectField](../../../images/filtering_filtereditor_selectfield132426.png) + +Then specify a comparison operator: + +![Filtering_FilterEditor_ComparisonOperators](../../../images/filtering_filtereditor_comparisonoperators132427.png) + +Set an operand value type in the dedicated value box: + +![Filtering_FilterEditor_SelectOperand](../../../images/filtering_filtereditor_selectoperand132419.png) + +The following operand types are available: + +* **Value** - Allows you to compare dimension and static values. + + ![Filtering_FilterEditor_ValueDropdown](../../../images/filtering_filtereditor_valuedropdown132420.png) +* **Property** - Compares different dimension values. + + ![Filtering_FilterEditor_FieldsDropdown](../../../images/filtering_filtereditor_fieldsdropdown132425.png) +* **Parameter** - Allows you to compare dimension and [dashboard parameter](../../data-analysis/dashboard-parameters.md) values. + + ![Filtering_FilterEditor_ParameterDropdown](../../../images/filtering_filtereditor_parameterdropdown132421.png) + +Click the filter condition's **Remove** ![web-filter-editor-remove-button](../../../images/web-rd-filter-editor-remove-button129484.png) button to delete the condition. + +## Advanced Mode +**Advanced Mode** allows you to enter a custom filter string. + +![Filtering_FilterEditor_TextMode](../../../images/filtering_filtereditor_textmode132423.png) + +Consider the following syntax conventions when you create text-based filter conditions: + +* Insert a dimension by enclosing its name in square brackets (for example, **[Category]**). +* Denote string values with apostrophes (for example, **'Bikes'**). +* Enclose date-time values with hashtags (for example, **#2019-06-01#**). +* Reference [dashboard parameters](../../data-analysis/dashboard-parameters.md) by adding a question mark before their names (for example, **[Category] = ?categoryParam**) + +This editor supports intelligent code completion (which suggests functions, parameters, and available data columns as you type). + +![Filtering_FilterEditor_TextMode_Autocompletion](../../../images/filtering_filtereditor_textmode_autocompletion132424.png) + +You can add a comment to your expression to explain it and make the expression more readable. Comments can be multi-line, and begin with `/*` and end with `*/`. + +The **Warning** ![expression-editor-error-icon](../../../images/expression-editor-error-icon118339.png) icon appears if a condition contains errors. + +## OLAP Filtering Specifics + +You cannot build complex filter criteria to filter data in OLAP mode. Filters for a measure are also not supported. Instead, you can filter dimension attributes and hierarchies: you can select the values you want (or do not want) to include in the dashboard. + +### Dimension Attribute + +For dimension attributes, the Filter Editor contains a list of all values. The search panel is available for non-hierarchical fields. + +![wdd-olap-filtering-attribute](../../../images/img124640.png) + +### Dimension Hierarchy + +The Filter Editor displays hierarchies as a tree and allows you to filter values at any hierarchy level. + +![wdd-olap-filtering-hierarchy](../../../images/img124639.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md new file mode 100644 index 0000000000..9af4a09faf --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/preview-data.md @@ -0,0 +1,11 @@ +--- +title: Preview Data +author: Margarita Zakhodyaeva +legacyId: 117972 +--- +# Preview Data +The [Dashboard Data Source Wizard](dashboard-data-source-wizard.md) and [Query Builder](query-builder.md) allow you to preview data returned after a query or [stored procedure](../../provide-data/working-with-sql-data-sources/stored-procedures.md) execution. To do this, click the **Preview...** button. + +![wdd-preview-result](../../../images/img124959.png) + +This invokes the **Data Preview** window containing data returned after you execute the current query. diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md new file mode 100644 index 0000000000..3956173ad6 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/dialogs-and-wizards/query-builder.md @@ -0,0 +1,159 @@ +--- +title: Query Builder +author: Natalia Kazakova +legacyId: 117967 +--- +# Query Builder + +The **Query Builder** is a visual query editor. You can use it to add data tables and views to the SQL data sources, and select which columns to include. For federated data sources, you can create a federated query. + +## Query Builder for SQL Data Sources + +### Add Tables + +Drag a specific table or view to the Query Builder design surface pane to include it in a query: + +![wdd-query-builder-add-table](../../../images/wdd-query-builder-add-table125656.png) + +Then select the columns to include in the query: + +![wdd-query-builder-select-column](../../../images/wdd-quey-builder-select-column125657.png) + +The Query Builder provides a toolbar with the following commands: + +Icon | Description +---------|---------- +![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) | Removes the selected table or view from the query. +![wdd-query-builder-undo](../../../images/wdd-query-builder-undo126299.png) | Reverses the most recent action. +![wdd-query-builder-redo](../../../images/wdd-query-builder-redo126300.png) | Restores the previously undone action. + +### Join Tables +The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). A relationship line is drawn between two connected tables / views. Note the connected columns should have identical data types. The **Query Builder** automatically joins a table or view that has a relationship at database level with any recently added tables. + +![wdd-query-builder-join-tables](../../../images/wdd-query-builder-join-tables125658.png) + +The Query Builder allows you to change the join type (if necessary). Click a relationship line to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. + +![wdd-query-builder-relationship-properties](../../../images/wdd-query-builder-ralstionship-properties125660.png) + +A left outer join returns all values from an inner join along with all values in the "left" table that do not match the "right" table. The result also includes rows with NULL (empty) values in the key field. If you select the left outer join, the relationship line displays an arrow which points to the "right" table of the join clause. The executed query returns a "flat" table that joins different tables within a single query. + +Select the relationship line and click **Delete** (the ![wdd-query-builder-delete-icon](../../../images/wdd-query-builder-delete-icon125661.png) icon) to delete an unnecessary relationship. + + +### Edit Column Settings +Select a table or view, and click a data column to display the data column options. + +![wdd-query-builder-properties-pane](../../../images/wdd-queru-builder-properties-pane124947.png) + +The **Column Properties** section contains the following options: + +Option | Description +---------|---------- + **Name** | Indicates the column name that the Query Builder obtains from the database. + **Type** | Indicates the column's data type. The Query Builder provides information about the maximum string length for string columns. + **Alias** | Specifies a custom column name (alias). Include a column into a query to enable this option. Aggregated columns should always have an alias. + **Output** | Specifies whether to include a column in a query result. + **Sort Type** | Specifies whether to maintain the initial sort order for a column, or sort data records in ascending or descending order. + **Sort Order** | Defines the sorting priority for multiple columns (the less this number is, the higher the priority). + **Group By** | Specifies whether to group a query result by this column. + **Aggregate** | Specifies whether to aggregate the column's data records. You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**.
The Query Builder omits individual data records from the query result and only retains the aggregate function result when you apply any of these functions. + +### Use Query Parameters + +Use the **Parameters** section to add, remove and edit [query parameters](../../provide-data/working-with-sql-data-sources/pass-query-parameters.md). + +![](../../../images/web-query-builder-parameter-dialog.png) + +Each query parameter allows you to configure the following properties: + +Option | Description +---------|--------- +**Name** | Specifies the query parameter's name. +**Type** | Specifies the parameter value's data type.
Set this property to **Expression** to generate parameter values dynamically. +**Result Type** | Specifies the data type of the expression's result value.
This property is enabled if the query parameter type is Expression. +**Value** | Determines the query parameter's actual value.
You can specify a static value according to the selected value's data type.
Alternatively, construct an expression to generate parameter values dynamically. Click this property's ellipsis button to invoke the **Expression Editor** and create an expression. This ellipsis button is enabled if you set the query parameter type to **Expression**. + + +### Filter Data +The Query Builder can be used to filter a query. To do this, deselect tables and click the ellipsis button in the invoked **Filter** field in the **Properties** pane. This invokes the **Filter Editor** dialog, which provides a visual interface for constructing a filter string. + +![wdd-filter-editor-filter-query](../../../images/wdd-filter-editor-filter-query124905.png) + +See the following topic for details: [Filter Queries](../../provide-data/working-with-sql-data-sources/filter-queries.md). + +### Preview Data +Click the **Preview Results** button to test a query on the actual data's limited subset. + +The invoked [Data Preview](preview-data.md) dialog displays the first 100 data records of the query: + +![wdd-preview-result](../../../images/wdd-preview-result124959.png) + + +## Query Builder for Federated Data Sources + +The Query Builder supports the following query types for the federated data source: + +- **Join** - Combines rows from two or more sources based on a clause. +- **Union and Union All** - The **Union** query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The **Union All** query does the same, except it doesn't remove duplicated rows. You can create a union query for data sources if data types of their columns are [implicitly converted](https://docs.microsoft.com/en-us/dotnet/csharp/programming-guide/types/casting-and-type-conversions#implicit-conversions). +- **Transformation** - If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. + +### Create a Join-Based Federated Data Source + +In the invoked Query Builder, add the tables from the data sources (drag or double-click them). Use drag-and-drop to create a relationship based on the key field. Enable checkboxes for the data fields you want to include in the query result set. + +You can also specify a different name for a field: set the alias in the Alias column for the corresponding field (for example, _City_ for the _ShipCity_ field on the image below). + +In the image below columns from the two data sources are added to the query: + +![Query Builder for Data Federation - Join query](../../../images/web-dashboard-federated-wizard-join-query.png) + +You can specify the expression for the field. For this, enable the **_f_** button and then click ellipsis button: + +![Query Builder for Data Federation - Set expression in the Join query](../../../images/web-dashboard-federated-wizard-join-query-set-expression.png) + +This invokes the Expression Editor and you can specify a [calculated field](../../provide-data/calculated-fields.md). + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Join query](../../../images/web-dashboard-federated-wizard-join-query-rename.png) + +Click **Finish** to create the federated data source with the Join query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![Query Builder for Data Federation - Join query result](../../../images/web-dashboard-federated-wizard-join-query-result.png) + + +### Create a Union-Based Federated Data Source + +Double-click the Customers table and the Excel data source. The query includes only fields that have identical names and types in the origin sources. Enable the **Union All** check box to create the **Union All** query and do not remove duplicated rows. + +You can also specify a different name for a field: set the alias in the Alias column for the corresponding field. + +In the image below, two sources are added to the query: + +![Query Builder for Data Federation - Union query](../../../images/web-dashboard-federated-wizard-union-query.png) + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Union query](../../../images/web-dashboard-federated-wizard-union-query-rename.png) + +Click **Finish** to create the federated data source with the Union/UnionAll query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![Query Builder for Data Federation - Union query result](../../../images/web-dashboard-federated-wizard-union-query-result.png) + +### Create a Transformation-Based Data Source + +In the invoked Query Builder, select the data source or query that contains columns you want to transform. Select the Transform check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. + +In the image below the Query Builder transforms the `Products` column from the JSON data source: + +![Query Builder for Data Federation - Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query.png) + +Click **OK** to close the Query Builder. Rename the created query if necessary. + +![Query Builder for Data Federation - Rename the Transformation query](../../../images/web-dashboard-federated-wizard-transformation-query-rename.png) + +Click **Finish** to create the federated data source with the Transformation query and close the Data Source Wizard. Add the newly created data source to the dashboard to see the result: + +![web-dashboard-federated-wizard-transformation-query-result](../../../images/web-dashboard-federated-wizard-transformation-query-result.png) + diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md new file mode 100644 index 0000000000..17d627971f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/ui-elements/toolbox.md @@ -0,0 +1,49 @@ +--- +title: Toolbox +author: Natalia Kazakova +legacyId: 117731 +--- +# Toolbox +The **Toolbox** provides access to the dashboard menu, and allows you to add dashboard items, as well as undo or repeat user actions. + +The main parts of the Toolbox are listed below. + +![wdd-toolbox](../../images/img125795.png) + +* **Dashboard Menu** - contains the dashboard menu elements. They allow you to save or load dashboards and configure general dashboard settings. To invoke this menu, click on the [Dashboard Menu](dashboard-menu.md) button. +* **Toolbox** - contains buttons that allow you to add dashboard items like [Grid](../dashboard-item-settings/grid.md), [Maps](../dashboard-item-settings/geo-point-maps.md), [Treemap](../dashboard-item-settings/treemap.md), [Filter Elements Overview](../dashboard-item-settings/filter-elements/filter-elements-overview.md) or custom items. +* **Toolbar** - the bottom part of the Toolbox that contains undo/redo buttons and buttons with custom functionality. + +## Toolbox Groups + +The Toolbox groups dashboard items as follows: + +- **Common** - Data items used to visualize data. + - [Grid](../dashboard-item-settings/grid.md) + - [Pivot](../dashboard-item-settings/pivot.md) + - [Chart](../dashboard-item-settings/chart.md) + - [Treemap](../dashboard-item-settings/treemap.md) + - [Pies](../dashboard-item-settings/pies.md) + - [Scatter Chart](../dashboard-item-settings/scatter-chart.md) + - [Cards](../dashboard-item-settings/cards.md) + - [Gauges](../dashboard-item-settings/gauges.md) + - [Text Box](../dashboard-item-settings/text-box.md) + - [Image](../dashboard-item-settings/images/image-overview.md) + - [Bound Image](../dashboard-item-settings/images/image-overview.md) + +- **Maps** - Map dashboard items. + - [Choropleth Map](../dashboard-item-settings/choropleth-map.md) + - [Geo Point Map](../dashboard-item-settings/geo-point-maps/geo-point-map.md) + - [Bubble Map](../dashboard-item-settings/geo-point-maps/bubble-map.md) + - [Pie Map](../dashboard-item-settings/geo-point-maps/pie-map.md) + +- **Filter** - Items used to filter data in data items. + - [Range Filter](../dashboard-item-settings/range-filter.md) + - [Combo Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [List Box](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [Tree View](../dashboard-item-settings/filter-elements/filter-elements-overview.md) + - [Date Filter](../dashboard-item-settings/date-filter.md) + +- **Layout** - Items used to arrange another dashboard items in a dashboard. + - [Group](../dashboard-item-settings/dashboard-item-group.md) + - [Tab Container](../dashboard-item-settings/tab-container.md) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md new file mode 100644 index 0000000000..4d8197379f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-designer-mode/undo-and-redo-operations.md @@ -0,0 +1,11 @@ +--- +title: Undo and Redo Operations +author: Natalia Kazakova +legacyId: 117714 +--- +# Undo and Redo Operations +The Web Dashboard keeps track of all user actions, and allows you to undo or repeat them using the **Undo**/**Redo** buttons. + +To undo/redo the last action, use the following buttons located in the [Toolbox](ui-elements/toolbox.md). + +![wdd-undo-redo](../images/img125582.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md similarity index 97% rename from dashboard-for-web/articles/web-dashboard-viewer-mode.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md index 1b6e86ed03..4dab6f57f2 100644 --- a/dashboard-for-web/articles/web-dashboard-viewer-mode.md +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode.md @@ -6,7 +6,7 @@ legacyId: 16757 # Web Dashboard - Viewer Mode The **Web Dashboard** provides the capability to display dashboards in web browsers on desktop and mobile devices. -![WebDashboard_ViewerMode_Overview_dx](../images/img127377.png) +![WebDashboard_ViewerMode_Overview_dx](./images/img127377.png) ## Data Presentation The topics in this section provide information on how the Web Dashboard presents data. diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items.md diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/cards.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md new file mode 100644 index 0000000000..2cceb872d2 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/data-presentation-basics.md @@ -0,0 +1,18 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16742 +--- +# Data Presentation Basics +The **Card** dashboard item displays a series of cards. Each card illustrates the difference between two values. This difference can be expressed as an absolute value, an absolute variation or a percentage variation. + +![Cards_Web](../../../images/img22502.png) + +The **Card** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). + +![Cards_SwitchValues_Web](../../../images/img22503.png) + +## Tooltip +A **Card** dashboard item can display a tooltip for cards containing a sparkline. When the mouse pointer is hovered over the sparkline, the tooltip can display start/end values and minimum/maximum values. + +![CardSparkline_Tooltip_Web](../../../images/img23717.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md new file mode 100644 index 0000000000..018e004e74 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17261 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Card** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether cards are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Card dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md new file mode 100644 index 0000000000..57a05cb676 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/cards/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16743 +--- +# Interactivity +This topic describes features that enable interaction between the **Card** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a card (or cards) to make other dashboard items only display data related to the selected card (or cards). + +![Cards_MasterFiltering_Web](../../../images/img22505.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a card to view the details. + +![Cards_DrillDown_Web](../../../images/img22506.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected card. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the card's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/chart.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md new file mode 100644 index 0000000000..d6bcaf4d91 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/data-presentation-basics.md @@ -0,0 +1,24 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16730 +--- +# Data Presentation Basics +The **Chart** dashboard item presents data visually using different types of series. + +![ChartDashboardItem_Web](../../../images/img22473.png) + +A series represents a grouping of related data points. The most important characteristic of a series is its type, which determines a particular visual representation of data. + +The Chart dashboard item includes the following series types. +* ![Charts_SeriesTypes_Bar_Icon](../../../images/img18730.png) A **Bar** series displays data as sets of rectangular bars with lengths proportional to the values that they represent. +* ![Charts_SeriesTypes_Line_Icon](../../../images/img18746.png) **Point** and **Line** series display data as standalone points or points joined by a line. +* ![Charts_SeriesTypes_Area_Icon](../../../images/img18728.png) An **Area** series displays data by a line that joins points, and the shaded area between the line and the argument axis. +* ![Charts_SeriesTypes_RangeArea_Icon](../../../images/img18748.png) A **Range** series is the area between two simple series displayed as a shaded area, or bars that stretch from a point in one series to the corresponding point in another series. +* ![Charts_SeriesTypes_Bubble_Icon](../../../images/img18732.png) A **Weighted** series displays data using a third dimension, expressed by a bubble's size. +* ![Charts_SeriesTypes_HighLowClose_Icon](../../../images/img18744.png) **Financial** series are useful in analyzing stock and bond prices, as well as the behavior of commodities. + +## Tooltip +The Chart dashboard item can display a tooltip that shows information on a hovered series point. + +![Chart_CrosshairLabel_Web](../../../images/img22474.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md new file mode 100644 index 0000000000..d47acb38eb --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17258 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Chart** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md new file mode 100644 index 0000000000..cf2924ed2d --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/chart/interactivity.md @@ -0,0 +1,47 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16731 +--- +# Interactivity +This topic describes features that enable interaction between the **Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Chart dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click series points to make other dashboard items display only data related to selected argument values. + + ![Chart_FilterByArguments_Web](../../../images/img22475.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a series point to make other dashboard items display only data related to the selected series. + + ![Chart_FilterBySeries_Web](../../../images/img22476.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Chart dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a series point to view a detail chart for the corresponding argument value. + + ![Chart_DrillDownOnArguments_Web](../../../images/img22477.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected series point. +* **Drill-Down on a Series** + + When drill-down on a series is enabled, you can click a series point (or corresponding legend item) to view a detail chart for the corresponding series. + + ![Chart_DrillDownOnSeries_Web](../../../images/img22478.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by clicking a selected series point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the chart's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md new file mode 100644 index 0000000000..3af6bd238c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/data-presentation-basics.md @@ -0,0 +1,33 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16749 +--- +# Data Presentation Basics +The **Choropleth Map** dashboard item colorizes map areas in two ways. +* Based on the provided values. + + ![ChoroplethMap_Value_Web](../../../images/img22514.png) +* Based on the difference between the actual and target values of a particular parameter. + + ![ChoroplethMap_Delta_Web](../../../images/img22515.png) + +You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). + +## Map Zooming and Scrolling +Use the following actions to scroll a map. +* **Zooming** + * Use the mouse scroll wheel to change the current zoom level for the map. + * On a touchscreen device, use pinch or spread gestures to change the current zoom level. + + ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) +* **Scrolling** + * To scroll the map, hold down the left mouse button and drag it. + * On a touchscreen device, use flick gestures to scroll the map. + + ![ChoroplethMap_FlickGesture](../../../images/img22518.png) + +## Tooltip +The **Choropleth Map** dashboard item can display a tooltip that shows information on a hovered area. + +![ChoropletMap_Tooltip_Web](../../../images/img23704.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md new file mode 100644 index 0000000000..f34c2bc3da --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17264 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Choropleth Map** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Choropleth Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Choropleth Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md new file mode 100644 index 0000000000..25e0b48344 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/choropleth-map/interactivity.md @@ -0,0 +1,16 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16750 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Choropleth Map** and other dashboard items.. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a shape (or multiple shapes) to make other dashboard items only display data related to the selected shape (or shapes). + +![ChoroplethMap_MasterFiltering_Web](../../../images/img22519.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md new file mode 100644 index 0000000000..28d89bb571 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/date-filter.md @@ -0,0 +1,24 @@ +--- +title: Date Filter +author: Natalia Kazakova +--- +# Date Filter +The **Date Filter** dashboard item allows you to filter dashboard data based on the selected data range. The range can be relative (Last 3 Months), use fixed dates (01-01-2018), or presets (Month-to-date). You can also filter dates before or after a specified date. + +![](../../images/datefilter-web-overview.png) + +The Date Filter item displays a set of intervals that can be used as quick filters: + +![](../../images/datefilter-web-autoheight.png) + +## Date Picker + +The Date Filter item displays a **Date Picker** that is a button with a drop-down calendar. A drop-down calendar allows the end-user to select a single date or a date range: + +![](../../images/datefilter-web-datepicker.png) + +## Quick Filters + +**Quick Filters** are buttons displayed within the Date Filter item. Each button is bound to a predefined date-time period that can be used to perform a selection. You can click the button to apply a custom period to a Date filter: + +![](../../images/datefilter-web-quick-filters.png) diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md new file mode 100644 index 0000000000..0e6765f0d0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/filter-elements.md @@ -0,0 +1,39 @@ +--- +title: Filter Elements +author: Natalia Kazakova +legacyId: 17948 +--- +# Filter Elements +Filter elements provide the capability to [filter](../data-presentation/master-filtering.md) other dashboard items. +* [Combo Box](#combo-box) +* [List Box](#list-box) +* [Tree View](#tree-view) + +## Combo Box +The **Combo Box** dashboard item allows you to select a value(s) from the drop-down list. +* The **Standard** type allows you to select only a single value. + + ![StandardCombobox_Web](../../images/img25527.png) +* The **Checked** type allows you to select multiple values in the invoked drop-down list. + + ![CheckedCombobox_Web](../../images/img25528.png) + +## List Box +The **List Box** dashboard item allows you to select a value(s) from the list. +* The **Checked** type allows you to select multiple values in the list box. + + ![StandardListbox_Web](../../images/img25529.png) +* The **Radio** type allows you to select only a single value in the radio group. + + ![RadioListbox_Web](../../images/img25530.png) + +## Tree View +The **Tree View** dashboard item displays values in a hierarchical way and allows you to expand/collapse nodes. + +![TreeView_Web](../../images/img25531.png) + +## Date Filter + +The [Date Filter](../dashboard-items/date-filter.md) dashboard item allows you to filter dashboard data based on the selected data range. + +![](../../images/datefilter-web-autoheight.png) \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/gauges.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md new file mode 100644 index 0000000000..5c36e7d151 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/data-presentation-basics.md @@ -0,0 +1,11 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16745 +--- +# Data Presentation Basics +The **Gauge** dashboard item displays a series of gauges. Each gauge can communicate two values - one with a needle and the other with a marker on the scale. + +![Gauges_Web](../../../images/img22507.png) + +The **Gauge** dashboard item can illustrate this difference for various sets of values. You can switch between these sets using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the gauge's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md new file mode 100644 index 0000000000..4b76248eca --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17262 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Gauge** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether gauges are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Gauge dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md new file mode 100644 index 0000000000..b81f5328ce --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/gauges/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16746 +--- +# Interactivity +This topic describes features that enable interaction between the **Gauge** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a gauge (or multiple gauges) to make other dashboard items only display data related to the selected gauge or gauges. + +![Gauges_MasterFiltering_Web](../../../images/img22508.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the dashboard item [caption](../../data-presentation/dashboard-layout.md). + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a gauge to view the details. + +![Gauges_DrillDown_Web](../../../images/img22509.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected gauge. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the dashboard item's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md new file mode 100644 index 0000000000..0aa3272ae1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/data-presentation-basics.md @@ -0,0 +1,36 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16752 +--- +# Data Presentation Basics +The Web Dashboard supports three types of **Geo Point** maps. +* The **Geo Point Map** dashboard item places callouts on the map using geographical coordinates. + + ![MapsOverview_GeoPointMap_Web](../../../images/img23667.png) +* The **Bubble Map** dashboard item displays bubbles on the map. The color and size of each bubble relay data particular to that color and size. + + ![MapsOverview_BubbleMap_Web](../../../images/img23668.png) +* The **Pie Map** dashboard item displays pies on the map. Each pie shows the relative contribution that different values contribute to the total. + + ![MapsOverview_PieMap_Web](../../../images/img23669.png) + + You can switch between the provided values using the **Values** button (the ![Cards_ValuesIcon](../../../images/img22504.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). + +## Map Zooming and Scrolling +Use the following actions to scroll a map. +* **Zooming** + * Use the mouse scroll wheel to change the current zoom level for the map. + * On a touchscreen device, use pinch or spread gestures to change the current zoom level. + + ![ChoroplethMap_PinchGesture](../../../images/img23691.png)![ChoroplethMap_SpreadGesture](../../../images/img23692.png) +* **Scrolling** + * To scroll the map, hold down the left mouse button and drag it. + * On a touchscreen device, use flick gestures to scroll the map. + + ![ChoroplethMap_FlickGesture](../../../images/img22518.png) + +## Tooltip +A **Geo Point Map** dashboard item can display a tooltip that displays information in a hovered callout/bubble/pie. + +![GeopointMap_Tooltip_Web](../../../images/img23705.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md new file mode 100644 index 0000000000..3b99d92274 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17265 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting **Geo Point Map** dashboard items. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_ChoroplethMapWeb](../../../images/img22960.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Geo Point Map dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Geo Point Map dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md new file mode 100644 index 0000000000..147ffaf836 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/geo-point-maps/interactivity.md @@ -0,0 +1,16 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16753 +--- +# Interactivity +This document describes the **Master Filtering** feature, which enables interaction between the **Geo Point Map** and other dashboard items. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more, see the [Master Filtering](../../data-presentation/master-filtering.md) topic, which describes filtering concepts common to all dashboard items. + +When Master Filtering is enabled, you can click a callout/bubble/pie (or multiple callouts/bubbles/pies by holding down the **CTRL** key) to make other dashboard items only display data related to the selected callout(s)/bubble(s)/pie(s). + +![GeoPointMap_MasterFiltering_Web](../../../images/img22521.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the map's [caption](../../data-presentation/dashboard-layout.md). \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/grid.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md new file mode 100644 index 0000000000..482502726e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/data-presentation-basics.md @@ -0,0 +1,35 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16734 +--- +# Data Presentation Basics +The **Grid** displays data in a two-dimensional table that supports four types of columns. + +![Grid_ColumnTypes_Web](../../../images/img22479.png) +* The **dimension column** displays values from the bound data item "as is". +* The **measure column** displays summaries calculated from data in the bound data item. +* The **delta column**, bound to two measures, calculates summaries for both measures, and displays the difference between these summaries. +* The **sparkline column** visualizes the variation of summary values over time. + +## Sort Grid Rows +To sort records by a column's values and replace the existing sort conditions applied to the current or other columns, click the target column's header until the _Up_ or _Down_ arrow icon is displayed within the header. The _Up_ and _Down_ arrows indicate ascending and descending sort orders, respectively. + +![Grid_SortRows_Web](../../../images/img22480.png) + +You can also apply the required sort condition by right-clicking a column header and selecting **Sort Ascending** or **Sort Descending** from the invoked context menu. + +![Grid_ColumnHeaderMenu](../../../images/img23690.png) + +To remove sorting by a column, select **Clear Sorting** from the context menu or click a column header while holding down the **CTRL** key. + +## Tooltips +A Grid dashboard item can display a tooltip when the mouse pointer is hovered over the bar in the measure column. + +![GridBar_Tooltip_Web](../../../images/img23714.png) + +The tooltip shows the value in the measure column as text. + +When the mouse pointer is hovered over the cell in the sparkline column, the tooltip can display start/end values and minimum/maximum values. + +![GridSparkline_Tooltip_Web](../../../images/img23715.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md new file mode 100644 index 0000000000..3e800c3846 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17259 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Grid** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_GridWeb](../../../images/img22952.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Grid dashboard item on every page. +* **Fit to Page Width** - Specifies whether the size of the grid is changed according to the width of the exported page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Grid dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md new file mode 100644 index 0000000000..fe9889bfc0 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/grid/interactivity.md @@ -0,0 +1,30 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16735 +--- +# Interactivity +This topic describes features that enable interaction between the **Grid** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a grid row (or multiple rows) to make other dashboard items only display data related to the selected record(s). + +![WebViewer_MasterFiltering](../../../images/img22459.gif) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Grid dashboard item supports drill-down for rows. + +When drill-down is enabled, you can click a grid row to view the details. + +![Grid_DrillDown_Web](../../../images/img22481.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking the selected row. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the grid's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md new file mode 100644 index 0000000000..e7fc0596a1 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image.md @@ -0,0 +1,9 @@ +--- +title: Image +author: Natalia Kazakova +legacyId: 16755 +--- +# Image +The **Image** dashboard item is used to display images within a dashboard. + +![Image_Web](../../images/img22523.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md new file mode 100644 index 0000000000..be260e0aa3 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/image/exporting.md @@ -0,0 +1,37 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17267 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting an **Image** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Export To PDF +![ExportToPdfDialog_ImageWeb](../../../images/img22972.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![ExportToImageDialog_ImageWeb](../../../images/img22973.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Image dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/pies.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md new file mode 100644 index 0000000000..ac5e570e91 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16737 +--- +# Data Presentation Basics +The **Pie** dashboard item displays a series of pies or donuts that represent the contribution of each value to a total. + +![Pies_Web](../../../images/img22483.png) + +## Tooltip +A Pie dashboard item can display a tooltip that shows information about the hovered pie segment. + +![Pies_Label_Web](../../../images/img22484.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md new file mode 100644 index 0000000000..8e811f9089 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17260 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Pie** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PiesWeb](../../../images/img22954.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Auto Arrange Content** - Specifies whether pies are arranged automatically in the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pie dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md new file mode 100644 index 0000000000..1f39bdf084 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pies/interactivity.md @@ -0,0 +1,47 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 16738 +--- +# Interactivity +This topic describes features that enable interaction between the **Pie** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +The Pie dashboard item supports filtering by **argument** or **series** values. +* **Filtering by Arguments** + + When filtering by arguments is enabled, you can click a pie segment to make other dashboard items only display data related to the selected argument value. + + ![Pies_FilteringByArguments_Web](../../../images/img22485.png) +* **Filtering by Series** + + When filtering by series is enabled, you can click a pie to make other dashboard items display only data related to the selected pie. + + ![Pies_FilteringBySeries_Web](../../../images/img22486.png) + +To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +The Pie dashboard item supports drill-down on argument or series values. +* **Drill Down on Arguments** + + When drill-down on arguments is enabled, you can click a pie segment to view a detail diagram for the corresponding argument value. + + ![Pies_DrillDownOnArguments_Web](../../../images/img22487.png) + + > [!NOTE] + > When **Filtering by Arguments** is enabled, you can view the details by clicking a selected pie segment. +* **Drill-Down on Series** + + When drill-down on a series is enabled, you can click a pie chart to view a detail diagram for the corresponding series value. + + ![Pies_DrillDownOnSeries_Web](../../../images/img22488.png) + + > [!NOTE] + > When **Filtering by Series** is enabled, you can view the details by clicking a selected pie chart. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) in the pie's [caption](../../data-presentation/dashboard-layout.md) area. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md new file mode 100644 index 0000000000..85fdced996 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot.md @@ -0,0 +1,14 @@ +--- +title: Pivot +author: Natalia Kazakova +legacyId: 16747 +--- +# Pivot +The **Pivot** dashboard item displays a cross-tabular report that presents multi-dimensional data in an easy-to-read format. + +![PivotDemo_Web](../../images/img22510.png) + +## Expanding and Collapsing Groups +To expand or collapse row and column groups, use the ![Pivot_Expand_Web](../../images/img22512.png) and ![Pivot_Collapse_Web](../../images/img22513.png) buttons, respectively. + +![Pivot_ExpandCollapse_Web](../../images/img22511.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md new file mode 100644 index 0000000000..fef68c41cc --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/pivot/exporting.md @@ -0,0 +1,54 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17263 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Pivot** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_PivotWeb](../../../images/img22957.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Print Headers on Every Page** - Specifies whether to print column headers of the Pivot dashboard item on every page. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Pivot dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md new file mode 100644 index 0000000000..30854b035a --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter.md @@ -0,0 +1,11 @@ +--- +title: Range Filter +author: Natalia Kazakova +legacyId: 16754 +--- +# Range Filter +The **Range Filter** dashboard item allows you to apply filtering to other dashboard items. This item displays a chart with selection thumbs that allow you to filter values displayed along the argument axis. + +![RangeFilter_Web](../../images/img22522.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md new file mode 100644 index 0000000000..ca1ff8210f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/range-filter/exporting.md @@ -0,0 +1,53 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17266 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Range Filter** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +![ExportToPdfDialog_RangeFilterWeb](../../../images/img22968.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Range Filter dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Range Filter dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md new file mode 100644 index 0000000000..8c0c1ce453 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 115260 +--- +# Data Presentation Basics +The **Scatter Chart** dashboard item visualizes summaries using three dimensions: the X-axis, the Y-axis and the size of data points. + +![ScatterChart_Main_Web](../../../images/img121201.png) + +## Point Labels and Tooltips +The Scatter Chart dashboard item can display point labels and tooltips that show information on data points. To see a tooltip, hover over the required point. + +![ScatterChartLabels_Web](../../../images/img121202.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md new file mode 100644 index 0000000000..ef0fa95a8c --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 115262 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Scatter Chart** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +The following options are available when exporting the Scatter Chart dashboard item to a PDF. + +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Scatter Chart dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Scatter Chart dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md new file mode 100644 index 0000000000..eef42db013 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/scatter-chart/interactivity.md @@ -0,0 +1,28 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 115261 +--- +# Interactivity +This topic describes features that enable interaction between the **Scatter Chart** and other dashboard items. These features include **Master Filtering** and **Drill-Down**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a point (or multiple points) to make other dashboard items only display data related to the selected point(s). + +![ScatterChart_MasterFiltering_Web](../../../images/img121206.png) + +To reset filtering, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../../images/img22461.png) icon) in the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Chart's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more, see [Drill-Down](../../data-presentation/drill-down.md). + +When drill-down is enabled, you can click a point to view the details. + +![ScatterChart_DrillDown_Web](../../../images/img121207.png) + +> [!NOTE] +> When **Master Filtering** is enabled, you can view the details by clicking a selected point. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../../images/img22464.png) icon) within the Chart's [caption](../../data-presentation/dashboard-layout.md) area, or the **Drill Up** command in the Chart's context menu. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md new file mode 100644 index 0000000000..8f49450017 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/tab-container.md @@ -0,0 +1,14 @@ +--- +title: Tab Container +author: Natalia Kazakova +legacyId: 400300 +--- +# Tab Container + +Like the Dashboard Item Group, the **Tab Container** dashboard item allows you to combine elements within a dashboard. The main Tab Container's purpose is to split the dashboard layout into several pages. + +![](../../images/wdd-dashboard-item-tab-container.png) + +Click the tab page's header to switch between tab pages: + +![](../../images/wdd-viewer-select-tab-page.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md new file mode 100644 index 0000000000..2114f8660e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box.md @@ -0,0 +1,9 @@ +--- +title: Text Box +author: Natalia Kazakova +legacyId: 16756 +--- +# Text Box +The **Text Box** dashboard item is used to display rich text within a dashboard. + +![wdd-text-box-rtf-example](../../images/img125853.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md new file mode 100644 index 0000000000..e3689f9c1f --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/text-box/exporting.md @@ -0,0 +1,36 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17268 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items, or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Text Box** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) + +## Export To PDF +![ExportToPdfDialog_TextBoxWeb](../../../images/img22975.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +![ExportToImageDialog_TextBoxWeb](../../../images/img22976.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the Text Box dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md similarity index 100% rename from dashboard-for-web/articles/web-dashboard-viewer-mode/dashboard-items/treemap.md rename to eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap.md diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md new file mode 100644 index 0000000000..1ada7a8795 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/data-presentation-basics.md @@ -0,0 +1,14 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 17381 +--- +# Data Presentation Basics +The Treemap dashboard item visualizes data in nested rectangles that are called _tiles_. Tiles corresponding to child values can be combined by parent values into groups. For example, the Treemap below displays combinations of categories and sub-categories. + +![wdd-treemap-grouped](../../../images/img125970.png) + +## Labels and Tooltips +The Treemap displays **labels** that contain descriptions for tiles and groups, and provide **tooltips** with additional information. + +![wdd-treemap-labels](../../../images/img125998.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md new file mode 100644 index 0000000000..f8ecd19b9e --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/exporting.md @@ -0,0 +1,55 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 17395 +--- +# Exporting +The Web Dashboard allows you to export individual dashboard items or the entire dashboard. To learn more about exporting concepts common to all dashboard items, see the [Exporting](../../exporting.md) topic. + +This topic describes the specifics of exporting a **Treemap** dashboard item. +* [Export To PDF](#export-to-pdf) +* [Export To Image](#export-to-image) +* [Export To Excel](#export-to-excel) + +## Export To PDF +The following options are available when exporting the Treemap dashboard item to a PDF. + +![ExportToPdfDialog_ChartWeb](../../../images/img22925.png) +* **File Name** - Specifies the name of the exported PDF. +* **Page Layout** - Specifies the page orientation used to export a dashboard item. +* **Size** - Specifies the standard paper size. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** -Specifies the title of the exported document. +* **Size Mode** - Specifies the export size mode for the Treemap dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +Specify the required options in this dialog and click the **Export** button to export the Treemap dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Image +All data-bound dashboard items provide the same set of options when exporting them to an Image format. The following options are available: + +![ExportToImageDialog_ChartWeb](../../../images/img22926.png) +* **File Name** - Specifies the name of the exported Image file. +* **Show Title** - Specifies whether or not to apply the dashboard item caption to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard item is exported. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard item. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. + +## Export To Excel +Data visualized within all data-bound dashboard items can be exported to the required Excel format. The following options are available: + +![ExportToExcelDialog_Web](../../../images/img121026.png) +* **File Name** - Specifies the name of the exported Excel file. +* **Excel Format** - Specifies the Excel format in which the dashboard item is exported. You can use the XLSX, XLS or CSV formats. +* **Separator** - Specifies the string used to separate values in the exported CSV document. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in this dialog and click the **Export** button to export the dashboard item. To reset changes to the default values, click the **Reset** button. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md new file mode 100644 index 0000000000..e7d2946b69 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-items/treemap/interactivity.md @@ -0,0 +1,23 @@ +--- +title: Interactivity +author: Natalia Kazakova +legacyId: 17392 +--- +# Interactivity +This topic describes features that enable interaction between the **Treemap** and other dashboard items. These features include **Master Filtering**. + +## Master Filtering +The Web Dashboard allows you to use any data aware dashboard item as a filter for other dashboard items (**Master Filter**). To learn more about filtering concepts common to all dashboard items, see the [Master Filtering](../../data-presentation/master-filtering.md) topic. + +When Master Filtering is enabled, you can click a tile/group caption (or multiple tiles/group captions) to make other dashboard items only display data related to the selected tile(s). + +![wdd-treemap-interactivity](../../../images/img125959.png) + +To reset filtering, use the **Clear Master Filter** button (the ![DataShaping_Interactivity_ClearSelection](../../../images/img19686.png) icon) in the Treemap's [caption](../../data-presentation/dashboard-layout.md) area, or the **Clear Master Filter** command in the Treemap's context menu. + +## Drill-Down +The built-in drill-down capability allows you to change the detail level of data displayed in dashboard items on the fly. To learn more about drill-down concepts common to all dashboard items, see the [Drill-Down](../../data-presentation/drill-down.md) topic. + +When drill-down is enabled, you can click a tile to view the details. + +![wdd-treemap-drill-down](../../../images/img127986.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md new file mode 100644 index 0000000000..4a83ace585 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/dashboard-parameters/requesting-parameter-values.md @@ -0,0 +1,23 @@ +--- +title: Requesting Parameter Values +author: Natalia Kazakova +legacyId: 16726 +--- +# Requesting Parameter Values +The **Web Dashboard** provides a built-in **Dashboard Parameters** dialog, which allows you to change dashboard parameter values. + +To invoke the **Dashboard Parameters** dialog, click the **Parameters** button (the ![Parameters_ParametersButtonWin_Title](../../images/img21814.png) icon) in the [dashboard title](../data-presentation/dashboard-layout.md). + +![Parameters_DashboardParametersDialog_Web](../../images/img21818.png) + +Select the required parameter values and click the **Submit** button to apply the changes. To reset changes to the default values, click the **Reset** button. + +## Request Parameter Values before Data Loading + +If you see a Dashboard Parameters window at startup, you need to input parameter values before a dashboard loads and aggregates data. Dashboard items display the following message: "Waiting for Parameter Values…". + +![dashboard-parameter-request-before-loading](../../images/dashboard-parameter-request-before-loading.png) + +The Web Dashboard control loads data only after you submit all visible parameters. The dashboard displays a Dashboard Parameters pop-up before it fetches data. This operation mode prevents unnecessary data requests and ensures the dashboard fetches only data you actually need. + +To change this mode, open the [dashboard menu](../../web-dashboard-designer-mode/ui-elements/dashboard-menu.md) in Designer Mode, switch to the **Parameters** page, and use the following checkbox: **Request Parameter Values before Data Loading**. The setting value is saved in the dashboard XML definition. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md new file mode 100644 index 0000000000..cea3d8d242 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/dashboard-layout.md @@ -0,0 +1,49 @@ +--- +title: Dashboard Layout +author: Natalia Kazakova +legacyId: 16723 +--- +# Dashboard Layout +This topic describes the features related to the dashboard layout. +* [Dashboard Title](#dashboard-title) +* [Dashboard Item Caption](#dashboard-item-caption) +* [Resizing Dashboard Items](#resizing-dashboard-items) + +## Dashboard Title +The **Dashboard Title** is located at the top of the dashboard. The dashboard title can contain text or image content, elements selected in the master filter item, and command buttons. + +![wdd-dashboard-title](../../images/img126004.png) + +When you hover over the filter icon (![DashboardTitle_MasterFilterIcon_Web](../../images/img23672.png)), all master filters applied to the dashboard are displayed in the invoked popup. + +![DashboardTitle_MasterFilterPopup_Web](../../images/img23673.png) + +The dashboard title can contain the following command buttons. +* **Export To** button - allows you to export the dashboard. To learn more about exporting, see the [Exporting](../exporting.md) topic. +* **Parameters** button - allows you to modify dashboard parameter values. To learn how to modify dashboard parameter values, see the [Requesting Parameter Values](../dashboard-parameters/requesting-parameter-values.md) topic. + +## Dashboard Item Caption +Each [dashboard item](../dashboard-items.md) can include a caption that is displayed at the top of this item. The caption contains static text along with other information, as well as command buttons. + +![WebViewer_DashboardItemCaption](../../images/img22466.png) + +> [!NOTE] +> If the dashboard item caption is not visible, command buttons are displayed at the top right corner of the item. + +The caption of the dashboard item contains the following information and buttons, depending on the dashboard item type. +* **Names** + * **Dashboard Item Name** - represents the static text within a dashboard item's caption. + * **Data Item Container Name** - represents the name of the data item container. +* **Interactivity Information** + * **Drill-Down** value - shows a value or values from the current drill-down hierarchy. To learn more, see the [Drill-Down](drill-down.md) topic. +* **Command Buttons** + * **Export to** button - allows you to export a dashboard item. To learn how to print individual dashboard items, see the [Exporting](../exporting.md) topic. + * **Values** button - invokes a drop-down menu that allows you to switch between provided values (in the pie, card, gauge and maps dashboard items). To learn more, see the **Data Presentation Basics** topic for the corresponding dashboard item. + * **Clear Master Filter** button - allows you to reset filtering when a dashboard item acts as the **Master Filter**. To learn more, see the [Master Filtering](master-filtering.md) topic. + * **Drill Up** button - allows you to return to the previous detail level when the drill-down capability is enabled for this item. To learn more, see the [Drill-Down](drill-down.md) topic. + * **Multi-Select** button - allows multiple element selection in the Master Filter item, when [Multiple Master Filter](master-filtering.md) mode is enabled. + +## Resizing Dashboard Items +You can resize individual items (or a group of items) by dragging their edges. + +![Layout_ResizingItem_Web](../../images/img22857.png) \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md new file mode 100644 index 0000000000..c010a047de --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/data-presentation-basics.md @@ -0,0 +1,35 @@ +--- +title: Data Presentation Basics +author: Natalia Kazakova +legacyId: 16720 +--- +# Data Presentation Basics +The Web Dashboard can be used to present dashboards on the web. +A wide range of dashboard items are used to display visual or textual information. + +| Dashboard Item | Image | Description | +|---|---|---| +| [Chart](../dashboard-items/chart.md) | ![Fundamentals_DashboardItems_Charts](../../images/img22432.png) | Displays data graphically using bars, lines, points, etc. | +| [Scatter Chart](../dashboard-items/scatter-chart.md) | ![AddingItems_ScatterChart](../../images/img121120.png) | Visualizes relationships between numeric variables. | +| [Grid](../dashboard-items/grid.md) | ![Fundamentals_DashboardItems_Grid](../../images/img22433.png) | Presents data in tabular form. | +| [Pies](../dashboard-items/pies.md) | ![Fundamentals_DashboardItems_Pies](../../images/img127030.png) | Displays a series of pies or donuts that represent the contribution of each value to the total. | +| [Cards](../dashboard-items/cards.md) | ![Fundamentals_DashboardItems_Cards](../../images/img22434.png) | Displays a series of cards, each illustrating the difference between two values. | +| [Gauges](../dashboard-items/gauges.md) | ![Fundamentals_DashboardItems_Gauges](../../images/img22435.png) | Visualizes data within a series of gauges. | +| [Pivot](../dashboard-items/pivot.md) | ![WebViewer_Pivot](../../images/img22456.png) | Displays cross-tabular reports and allows you to analyze multi-dimensional data. | +| [Choropleth Map](../dashboard-items/choropleth-map.md) | ![WebViewer_ChoroplethMap](../../images/img22457.png) | Colorizes areas in proportion to the provided values. | +| [Geo Point Map](../dashboard-items/geo-point-maps.md) | ![WebViewer_GeoPointMap](../../images/img22458.png) | Displays callouts on the map using geographical coordinates. | +| [Bubble Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_BubbleMap](../../images/img121486.png) | Displays bubbles on the map using geographical coordinates. | +| [Pie Map](../dashboard-items/geo-point-maps.md) | ![Fundamentals_DashboardItems_PieMap](../../images/img121487.png) | Places pies on the map using geographical coordinates. | +| [Range Filter](../dashboard-items/range-filter.md) | ![Fundamentals_DashboardItems_Rangefilter](../../images/img22439.png) | Allows you to apply filtering by dragging selection thumbs along the argument axis. | +| [Images](../dashboard-items/image.md) | ![ImageOverview](../../images/img124553.png) | Displays images. | +| [Text Box](../dashboard-items/text-box.md) | ![TextboxOverview](../../images/img124554.png) | Displays rich text within a dashboard. | +| [Treemap](../dashboard-items/treemap.md) | ![Treemap_Thumbnail](../../images/img125084.png) | Visualizes data in nested rectangles. | +| [Combo Box](../dashboard-items/filter-elements.md) | ![WebViewer_ComboBox_Thumbnail](../../images/img127031.png) | Allows you to select a value(s) from the drop-down list. | +| [List Box](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_ListBox](../../images/img127032.png) | Allows you to select a value(s) from the list. | +| [Tree View](../dashboard-items/filter-elements.md) | ![Fundamentals_DashboardItems_TreeView](../../images/img127033.png) | Displays values in a hierarchical way and allows you to filter other dashboard items by selecting parent/child values. | + +The Web Dashboard enables interaction between various dashboard items. These features include **Master Filtering** and **Drill-Down**. +* [Master Filtering](master-filtering.md) +* [Drill-Down](drill-down.md) + +To learn more about the dashboard layout, see the [Dashboard Layout](dashboard-layout.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md new file mode 100644 index 0000000000..35ce7b72dd --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/drill-down.md @@ -0,0 +1,16 @@ +--- +title: Drill-Down +author: Natalia Kazakova +legacyId: 16722 +--- +# Drill-Down +The Web Dashboard provides the **drill-down** feature, which allows you to change the detail level of data displayed in a dashboard item. This feature allows you to drill down to display the details, or drill up to view more general information. + +![WebViewer_DrillDown](../../images/img22463.gif) + +> [!NOTE] +> You cannot drill down to view the details if **Multi-Select** is enabled in [Multiple Master Filter](master-filtering.md) mode. + +To return to the previous detail level (drill up), use the **Drill Up** button (the ![WebViewer_DrillUpIcon](../../images/img22464.png) icon) in the dashboard item's [caption](dashboard-layout.md) area. + +To learn how to drill down using a particular dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) topic. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md new file mode 100644 index 0000000000..d6588fabd8 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/data-presentation/master-filtering.md @@ -0,0 +1,22 @@ +--- +title: Master Filtering +author: Natalia Kazakova +legacyId: 16721 +--- +# Master Filtering +The Web Dashboard allows you to use any data-aware dashboard item as a filter for the entire dashboard (**Master Filter**). You can select elements in a **Master Filter** item (chart bars, pie segments, grid records, etc.) to filter data in the rest of the dashboard by the selected values. + +![WebViewer_MasterFiltering](../../images/img22459.gif) + +## Master Filtering Modes +The Master Filter item supports two selection modes. +* **Multiple** + + Allows you to select multiple elements in the Master Filter item. To enable multiple element selection, use the **Multi-Select** button (the ![WebViewer_MultiSelectionIcon](../../images/img22460.png) icon) in the dashboard item [caption](dashboard-layout.md) area. + + To clear the selection in the Master Filter item, use the **Clear Master Filter** button (the ![WebViewer_ClearMasterFilterIcon](../../images/img22461.png) icon) in the dashboard item [caption](dashboard-layout.md) area. +* **Single** + + Allows you to select only one element in the Master Filter item. When this mode is enabled, the default selection will be set to a Master Filter element. You can change this selection, but you cannot clear it. + +To learn how to filter dashboard data via a specific dashboard item, refer to the documentation for this item in the [Dashboard Items](../dashboard-items.md) section. \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md new file mode 100644 index 0000000000..70c24dc130 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/exporting.md @@ -0,0 +1,68 @@ +--- +title: Exporting +author: Natalia Kazakova +legacyId: 16727 +--- +# Exporting +The Web Dashboard provides the capability to export an entire dashboard and individual items. +* [Exporting Dashboards](#exportingdashboards) +* [Exporting Dashboard Items](#exportingdashboarditems) + +## Exporting Dashboards +To export the entire dashboard, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in the [dashboard title](data-presentation/dashboard-layout.md) area and select the required format. + +![Printing_ExportMenuWeb](../images/img19567.png) + +### Export to PDF + +Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. The following options are available: + +![ExportToPDF_DashboardOptions](../images/img22288.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Page Layout** - Specifies the page orientation used to export a dashboard. You can select between _Portrait_, _Landscape_ and _Auto_. Note that in the _Auto_ mode, page orientation is selected automatically depending on the horizontal and vertical sizes of a dashboard. +* **Size** - Specifies the standard paper size (for instance, _Letter_ or _A4_). +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Scale Mode** - Specifies the mode for scaling when exporting a dashboard. + + > [!NOTE] + > Note that this option is in effect when **Page Layout** is set to a value different from _Auto_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Page_. + +### Export to Image + +Invokes a corresponding dialog that allows you to export a dashboard to an image in the specified format. The following options are available. + +![ExportToImage_DashboardOptions](../images/img22289.png) +* **File Name** - Specifies the name of the exported PDF file. +* **Show Title** - Specifies whether or not to apply the dashboard title to the exported document title. +* **Title** - Specifies the title of the exported document. +* **Image Format** - Specifies the image format in which the dashboard is exported. The following formats are available: _PNG_, _JPEG_, _SVG_, and _GIF_. +* **Resolution (dpi)** - Specifies the resolution (in dpi) used to export a dashboard. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. + +### Export to Excel + +Invokes a corresponding dialog that allows end-users to export dashboard's data to the Excel file. The following options are available: + +![ExportToExcel_DashboardOptions_Web](../images/img128222.png) +* **File Name** - Specifies the name of the exported Image file. +* **Excel Format** - Specifies the Excel workbook format in which the dashboard's data is exported. You can select between _XLSX_ and _XLS_. +* **Include | Filters** - Allows you to include master filter values to the exported document. +* **Include | Parameters** - Allows you to include parameter values to the exported document. +* **Position** - Specifies the position of the master filter and parameter values in the exported document. You can select between _Below_ and _Separate Sheet_. + +Specify the required options in the invoked dialog and click the **Export** button to export the dashboard. To reset changes to the default values, click the **Reset** button. + +## Exporting Dashboard Items +To export a dashboard item, click the ![Printing_ExportElementButtonWeb](../images/img19570.png) button in its [caption](data-presentation/dashboard-layout.md) and choose the required action. + +![Printing_ExportElementWeb](../images/img19610.png) +* **Export to PDF** - Invokes a corresponding dialog that allows you to export a dashboard to a PDF file with specific options. +* **Export to Image** - Invokes a corresponding dialog that allows you to export a dashboard to image in the specified format. +* **Export to Excel** - Invokes a corresponding dialog that allows you to export a dashboard item's data to the Excel workbook or CSV file. + +To learn more about exporting specifics of different dashboard items, see the **Exporting** topic for the required [dashboard item](dashboard-items.md). \ No newline at end of file diff --git a/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md new file mode 100644 index 0000000000..b49163d947 --- /dev/null +++ b/eud-for-bi-dashboards/dashboard-for-web/web-dashboard-viewer-mode/mobile-layout.md @@ -0,0 +1,54 @@ +--- +legacyId: 119662 +author: Natalia Kazakova +title: Mobile Layout +--- +# Mobile Layout + +This topic describes the Web Dashboard's mobile layout that enables you to display dashboards on mobile phones. + +![WebDashboard_MobileLayout_Main](../images/webdashboard_mobilelayout_main131711.png) + +- [Mobile Layout's Views](#mobile-layouts-views) +- [Dashboard Items Behavior](#dashboard-items-behavior) + +> [!Note] +> You can [export](exporting.md) only dashboard items when the Web Dashboard displays dashboards on mobile phones. + +## Mobile Layout's Views + +Web Dashboard in the mobile layout consists of the following views: + +### List View + +The **List view** displays all dashboard items used in the current dashboard. The item's interactivity is disabled. Filter elements are not displayed in the List view (see [Dashboard Items Behavior](#dashboard-items-behavior)). + +![List View](../images/wdd-mobileLayout-listView.png) + +### Item View +The **Item view** displays the selected item. Interactivity is supported. Filter elements are not displayed in the Item view (see [Dashboard Items Behavior](#dashboard-items-behavior)). + +![Item View](../images/wdd-mobileLayout-itemView.png) +### Filter Panel +The **Filter panel** displays filters that are applied to the entire dashboard / dashboard items. Click the **Filter** button (the ![](../images/web-dashboard-item-caption-filters-icon.png) icon) in the List view / Item view to see the filters applied to the entire dashboard / dashboard item, respectively. Click the required filter in the Filter panel to open the corresponding filter element and filter data. + +![Filter Panel](../images/wdd-mobileLayout-filterPanel.png) ![Filter Element](../images/wdd-mobileLayout-filterElement.png) + +## Dashboard Items Behavior + +The items listed below are displayed with the following specifics when used in the mobile layout: + +### [Grid](dashboard-items/grid.md) + +- The Grid always adjusts columns automatically to the minimum width required to completely display its content. +- Grid hides columns to adapt the content to the screen or container size. Click the ellipsis button in the Grid's row to display hidden data inside the adaptive detail row. +- The default column fit of the sparkline and bars is two times tighter then in a desktop version. +- Column resizing is disabled. + +### [Cards](dashboard-items/cards.md) + +- Cards in the mobile layout are always arranged automatically. + +### [Filter Elements](dashboard-items/filter-elements.md) + +- Filter elements are displayed only in the Filter panel and are hidden in the List and Item views. diff --git a/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md b/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md new file mode 100644 index 0000000000..30e2d68477 --- /dev/null +++ b/eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md @@ -0,0 +1,25 @@ +--- +title: End-User Documentation for BI Dashboard +author: Margarita Zakhodiaeva +--- +# End-User Documentation for BI Dashboard + +DevExpress Dashboards ships end-user documentation that explains how to use dashboard UI elements across supported platforms. It helps users understand the interface, configure visualizations, and solve the most common tasks when working with dashboards. + +This documentation describes the basic principles of creating, editing, and configuring dashboards with Dashboard Designers and Viewers. + +The Dashboard Designer UI varies depending on the target platform. + +The following topics are available in this section: + +* [Dashboards for Web](dashboard-for-web/index.md) + +* [Dashboards for Desktop](dashboard-for-desktop/index.md) + +If you are looking for developer-oriented documentation with API reference, refer to [Business Intelligence Dashboard](https://docs.devexpress.com/Dashboard/12049/dashboard). + +## White-label End-User Documentation + +The documentation source is available in the GitHub repository: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). + +You can clone the repository and build your own documentation website or help files for projects based on DevExpress Dashboard controls. For more information, review the repository’s README file: [README.md](https://github.com/DevExpress/dotnet-eud/blob/master/README.md). diff --git a/eud-for-bi-dashboards/toc.yml b/eud-for-bi-dashboards/toc.yml new file mode 100644 index 0000000000..5d59ab51c8 --- /dev/null +++ b/eud-for-bi-dashboards/toc.yml @@ -0,0 +1,7 @@ +items: +- name: Dashboard for Desktop + href: dashboard-for-desktop/ + topicHref: dashboard-for-desktop/index.md +- name: Dashboard for Web + href: dashboard-for-web/ + topicHref: dashboard-for-web/index.md diff --git a/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md b/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md new file mode 100644 index 0000000000..942c38cd58 --- /dev/null +++ b/eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md @@ -0,0 +1,24 @@ +--- +title: End-User Documentation for DevExpress Reports +author: Margarita Zakhodiaeva +--- +# End-User Documentation for DevExpress Reports + +DevExpress Reporting ships end-user documentation that explains how to use the UI of reporting controls on each supported platform. It helps users solve common tasks and understand the interface elements available in Report Designers and Print Preview. + +This documentation describes the basic principles of creating reports with the built-in Report Designer tools. + +The Report Designer UI varies depending on the target platform. + +The following topics are available in this section: + +* [Reporting for Web](reporting-for-web/index.md) +* [Reporting for Desktop](reporting-for-desktop/index.md) + +If you search for DevExpress developer documentation with API reference, refer to [.NET Reporting Tools for Web, Mobile, and Desktop](https://docs.devexpress.com/XtraReports/2162/reporting). + +## White-label End-User Documentation + +This documentation source is available in the GitHub repository: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). + +You can clone the repository and create your own documentation websites and help files for projects based on reporting controls. 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b/eud-for-devexpress-reports/reporting-for-desktop/index.md similarity index 100% rename from reporting-for-desktop/articles/index.md rename to eud-for-devexpress-reports/reporting-for-desktop/index.md diff --git a/interface-elements-for-desktop/articles/print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview.md similarity index 100% rename from interface-elements-for-desktop/articles/print-preview.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms.md new file mode 100644 index 0000000000..11ebf9a3ef --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms.md @@ -0,0 +1,86 @@ +--- +title: Print Preview for WinForms +author: Eugeniy Burmistrov +legacyId: 4847 +--- +# Print Preview for WinForms +This section describes the capabilities provided by the Print Preview form. + +Print Preview with a ribbn toolbar: + +![Print Preview with ribbon toolbar](../images/print-preview-with-ribbon.png) + +Print Preview with a standard toolbar: + +![Print Preview with standard toolbar](../images/img9129.png) + +  + +**File Management** +* [Save a Print Preview to a File](print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md) +* [Load a Print Preview from a File](print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md) + +  + +**Printing and Page Setup** +* [Print a Document via the Print Dialog](print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md) +* [Print a Document Using Default Settings](print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md) +* [Change Printing Settings via the Page Setup Dialog](print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md) +* [Specify Page Margins in Print Preview](print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md) + +  + +**Scaling** +* [Scale Print Preview by Entering a Zoom Factor](print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md) + +  + +**Zooming** +* [Zoom Print Preview In or Out](print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md) +* [Zoom Print Preview by Entering a Zoom Factor](print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md) +* [Zoom Print Preview to Show Whole Pages or Fit Content](print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md) +* [Show Two or More Pages in Print Preview](print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md) + +  + +**Viewing and Navigating** +* [Navigate Between Pages in Print Preview](print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md) +* [Use the Hand Tool in Print Preview](print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md) +* [Navigate in Print Preview Using Bookmarks](print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md) +* [Navigate in Print Preview Using Thumbnails](print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md) +* [Search for a Specific Text in Print Preview](print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md) + +  + +**Interactivity** +* [Content Editing in Print Preview](print-preview-for-winforms/interactivity/content-editing-in-print-preview.md) + +  + +**Watermark and Background** +* [Change Watermark and Background Settings in Print Preview](print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md) + +  + +**Exporting** +* [Exporting from Print Preview](print-preview-for-winforms/exporting/exporting-from-print-preview.md) +* [PDF-Specific Export Options](print-preview-for-winforms/exporting/pdf-specific-export-options.md) +* [HTML-Specific Export Options](print-preview-for-winforms/exporting/html-specific-export-options.md) +* [MHT-Specific Export Options](print-preview-for-winforms/exporting/mht-specific-export-options.md) +* [RTF-Specific Export Options](print-preview-for-winforms/exporting/rtf-specific-export-options.md) +* [DOCX-Specific Export Options](print-preview-for-winforms/exporting/docx-specific-export-options.md) +* [XLS-Specific Export Options](print-preview-for-winforms/exporting/xls-specific-export-options.md) +* [XLSX-Specific Export Options](print-preview-for-winforms/exporting/xlsx-specific-export-options.md) +* [CSV-Specific Export Options](print-preview-for-winforms/exporting/csv-specific-export-options.md) +* [TXT-Specific Export Options](print-preview-for-winforms/exporting/txt-specific-export-options.md) +* [Image-Specific Export Options](print-preview-for-winforms/exporting/image-specific-export-options.md) + +  + +**Passing Parameters** +* [Passing Parameters in Print Preview](print-preview-for-winforms/passing-parameters-in-print-preview.md) + +  + +**Warnings and Error Messages** +* [Warnings and Error Messages in Print Preview](print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md similarity index 87% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md index 759e930b39..faa983fbe9 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md @@ -9,9 +9,9 @@ Aside from exporting a document to a third-party formatted file, you can copy a To copy document content to the clipboard, do the following. 1. Select the content of the previewed document by holding down the left mouse button and dragging the mouse pointer, to create a selection box. Expand the selection box to fit all of the content you wish to print. The selected document elements are highlighted. - ![print-preview-selection-box](../../../../images/img21380.png) + ![print-preview-selection-box](../../../images/img21380.png) 2. To copy the selected content, press **CTRL + C** or right-click anywhere within the highlighted area of the document, and select **Copy** in the context menu. - ![print-preview-copy-selection](../../../../images/img21381.png) + ![print-preview-copy-selection](../../../images/img21381.png) When pasted to a third-party editor from the clipboard, the report content will automatically be converted to the target format. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md new file mode 100644 index 0000000000..a5bac0a00f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md @@ -0,0 +1,21 @@ +--- +title: CSV-Specific Export Options +author: Anna Gubareva +legacyId: 4333 +--- +# CSV-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define CSV-specific exporting options using the following dialog. + +![previewExportOptionsCSV](../../../images/img7333.png) +* **Encoding** + + Specifies the encoding used in the exported document. +* **Text export mode** + + Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. +* **Text separator** + + Specifies a symbol used to separate text elements (comma by default). +* **Quote strings with separators** + + Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md new file mode 100644 index 0000000000..584cf40fb1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md @@ -0,0 +1,20 @@ +--- +title: DOCX-Specific Export Options +author: Anna Gubareva +legacyId: 118916 +--- +# DOCX-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define DOCX-specific export options using the following dialog: + +![win-docx-export-options-dialog](../../../images/img129098.png) +* **Export mode** + + Specifies how a document is exported to DOCX. The following modes are available. + * The **Single file** mode allows export of a document to a single file without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. +* **Export watermarks** + + Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md new file mode 100644 index 0000000000..909b7df0ef --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md @@ -0,0 +1,44 @@ +--- +title: Exporting from Print Preview +author: Eugeniy Burmistrov +legacyId: 5540 +--- +# Exporting from Print Preview + +There are two options available for a document being exported to. +* [Export Document to a File on Disk](#disk) +* [Send Exported File via E-Mail](#mail) + + + +## Export Document to a File on Disk + +To export a document and save the resulting file on your hard drive, click the **Export To** button. + +Choose the required format from the invoked list. + +![Export format menu](../../../images/img7323.png). + +Then, you may be prompted to define format-specific options. See corresponding help topics in this documentation for details, e.g. PDF-Specific Export Options. + +Once you've specified exporting options, the **Save As** dialog appears, allowing you to enter the file name. Then, the following message will be invoked. + +![Export confirmation message](../../../images/img7322.png) + +Click **Yes**, if you want to preview the exported file. + + + +## Send Exported File via E-Mail + +To send the resulting PDF file via e-mail, click the **E-Mail As** button. + +Choose the required format in the invoked list. + +![Email format menu](../../../images/img7324.png) + +Then, you may be prompted to define format-specific options. See corresponding help topics in this documentation for details, e.g. PDF-Specific Export Options. + +Once you've specified exporting options, the **Save As** dialog appears, allowing you to enter the file name. + +Finally, the created document will be attached to a new empty message, created in your default mail program. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md new file mode 100644 index 0000000000..eea1df6f9e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md @@ -0,0 +1,42 @@ +--- +title: HTML-Specific Export Options +author: Anna Gubareva +legacyId: 4329 +--- +# HTML-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define HTML-specific exporting options using the following dialog. + +![previewExportOptionsHTM](../../../images/img7334.png) +* **Export Mode** + + Specifies how a document is exported to HTML. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without preserving the page-by-page breakdown. + * The **Single file page-by-page** mode allows export of a document to a single file, while preserving page-by-page breakdown. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders from the available palettes. +* **Page border width** + + Specifies the width (in pixels) of page borders. +* **Title** + + Specifies the title of the created document. +* **Character set** + + Specifies the character set for the HTML document. +* **Remove carriage returns** + + Specifies whether to remove carriage returns. +* **Table layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Export watermarks** + + Specifies whether to export watermarks to HTML along with the rest of the document content. +* **Embed images in HTML** + + Specifies whether to embed images in HTML content. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md new file mode 100644 index 0000000000..a9d63f57e9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md @@ -0,0 +1,30 @@ +--- +title: Image-Specific Export Options +author: Anna Gubareva +legacyId: 4335 +--- +# Image-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define image-specific exporting options using the following dialog. + +![previewExportOptionsImg](../../../images/img7335.png) +* **Image format** + + Specifies an image format to export a document. Available formats are BMP, GIF, JPEG, PNG, EMF, WMF and TIFF. +* **Resolution (dpi)** + + Specifies the required image resolution (in dpi). +* **Export mode** + + Specifies how a document is exported to an image. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing the output into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders. +* **Page border width** + + Specifies the width (in pixels) of page borders. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md new file mode 100644 index 0000000000..f80bd69d5f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md @@ -0,0 +1,39 @@ +--- +title: MHT-Specific Export Options +author: Anna Gubareva +legacyId: 4330 +--- +# MHT-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define MHT-specific exporting options using the following dialog. + +![previewExportOptionsMHT](../../../images/img7339.png) +* **Export mode** + + Specifies how a document is exported to MHT. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders from the available palettes. +* **Page border width** + + Specifies the width (in pixels) of page borders. +* **Title** + + Specifies the title of the created document. +* **Character set** + + Specifies the character set for the HTML document. +* **Remove carriage returns** + + Specifies whether to remove carriage returns. +* **Table layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Export watermarks** + + Specifies whether to export watermarks to HTML along with the rest of the document content. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md new file mode 100644 index 0000000000..6356e56260 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md @@ -0,0 +1,43 @@ +--- +title: PDF-Specific Export Options +author: Anna Gubareva +legacyId: 4328 +--- +# PDF-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define PDF-specific exporting options using the following dialog. + +![previewExportOptionsPDF](../../../images/img7320.png) + +**General Options** +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Don't embed these fonts** + + Specifies font names which should not be embedded into the resulting file to reduce the file size. To separate fonts, use semicolons. +* **Convert Images to Jpeg** + + Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. +* **Images quality** + + Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. +* **Compressed** + + Specifies whether the resulting file should be compressed. +* **PDF/A-2b** + + Specifies whether to enable document compatibility with the **PDF/A-2b** specification. + +**Password Security Options** + +![previewPDFpasswordSecurity](../../../images/img11165.png) + +These options allow you to adjust the security options of the resulting PDF file (e.g. enable open document, editing, printing and copying protection, and specify which changes are allowed). + +**Signature Options** + +If an X.509 certificate is applied to your report, you can maintain its options using the **Signature Options** property of the report **PDF Export Options**. + +**Additional Options** + +You can also fill the **Application**, **Author**, **Keywords**, **Subject**, and **Title** fields. These options specify the **Document Properties** of the created PDF file. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md new file mode 100644 index 0000000000..b3019d6348 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md @@ -0,0 +1,20 @@ +--- +title: RTF-Specific Export Options +author: Anna Gubareva +legacyId: 4331 +--- +# RTF-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define RTF-specific export options using the following dialog. + +![previewExportOptionsRTF](../../../images/img7336.png) +* **Export mode** + + Specifies how a document is exported to RTF. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Export watermarks** + + Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md similarity index 94% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md index 5564f092d6..885a7aefc3 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md @@ -6,7 +6,7 @@ legacyId: 4334 # TXT-Specific Export Options When [exporting a document](exporting-from-print-preview.md), you can define TXT-specific exporting options using the following dialog. -![previewExportOptionsTXT](../../../../images/img7337.png) +![previewExportOptionsTXT](../../../images/img7337.png) * **Encoding** Specifies the encoding used in the exported document. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md new file mode 100644 index 0000000000..08e3cf484d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md @@ -0,0 +1,33 @@ +--- +title: XLS-Specific Export Options +author: Anna Gubareva +legacyId: 4332 +--- +# XLS-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define XLS-specific export options using the following dialog. + +![previewExportOptionsXLS](../../../images/img7338.png) +* **Export mode** + + Specifies how a document is exported to XLS. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. + * The **Different files** mode allows export of a document to multiple files, one for each document page. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Sheet name** + + Specifies the name of the sheet in the created XLS file. +* **Text export mode** + + Specifies whether value formatting should be converted to the native XLS format string (if it is possible), or embedded into cell values as plain text. +* **Show grid lines** + + Specifies whether grid lines should be visible in the resulting XLS file. +* **Export hyperlinks** + + Specifies whether hyperlinks should be exported to the XLS document. +* **Raw data mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md new file mode 100644 index 0000000000..bccd0c7ec6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md @@ -0,0 +1,33 @@ +--- +title: XLSX-Specific Export Options +author: Anna Gubareva +legacyId: 7403 +--- +# XLSX-Specific Export Options +When [exporting a document](exporting-from-print-preview.md), you can define XLSX-specific export options using the following dialog. + +![previewExportOptionsXLSX](../../../images/img11024.png) +* **Export mode** + + Specifies how a document is exported to XLSX. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, with each shown in a separate sheet. + * The **Different files** mode allows export of a document to multiple files, one for each document page. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Sheet name** + + Specifies the name of the sheet in the created XLSX file. +* **Text export mode** + + Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. +* **Show grid lines** + + Specifies whether grid lines should be visible in the resulting XLSX file. +* **Export hyperlinks** + + Specifies whether to include hyperlinks into the resulting file. +* **Raw data mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md new file mode 100644 index 0000000000..0baeba6ca2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md @@ -0,0 +1,14 @@ +--- +title: Load a Print Preview from a File +author: Eugeniy Burmistrov +legacyId: 4301 +--- +# Load a Print Preview from a File +To open a previously saved document, click the **Open** ![Open button icon](../../../images/img7260.png) button on the toolbar, or press CTRL+O. + +On the invoked **Open** dialog, define the file and click **Open**. + +![Open dialog window](../../../images/img7377.png) + +> [!NOTE] +> If you open a document previously saved to the hard drive, it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). So, the **Page Setup** and **Scale** buttons will be disabled. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md new file mode 100644 index 0000000000..389582be49 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md @@ -0,0 +1,18 @@ +--- +title: Save a Print Preview to a File +author: Eugeniy Burmistrov +legacyId: 4300 +--- +# Save a Print Preview to a File +If you've modified your document, and there's a chance you'll need to print out this document version more than once, you can save the document to a file on disk. After that, you can simply load your document and print it out, without having to apply the same changes again. + +To save a document to the file, click the **Save** ![previewButtonSave](../../../images/img7259.png) button on the toolbar, or press CTRL+S. + +On the invoked **Save As** dialog, locate a folder where you want to store your file, enter the document's name and click **Save**. + +![SaveAsDialog](../../../images/img7376.png) + +Your document will be saved with the **.prnx** file extension. Note that this extension will be added to the file name even if you enter another one. + +> [!NOTE] +> If you [open a document](load-a-print-preview-from-a-file.md) which was previously saved to the hard drive, it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md new file mode 100644 index 0000000000..7b67341c13 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md @@ -0,0 +1,13 @@ +--- +title: Content Editing in Print Preview +author: Anna Gubareva +legacyId: 118013 +--- +# Content Editing in Print Preview +If content editing is enabled for document elements, it is possible to customize the corresponding field values in Print Preview. + +To highlight all editing fields available in the document, click the **Editing Fields** ![eud-win-reports-preview-editing-fields-button](../../../images/img126929.png) button on the toolbar. This button is not available when there are no such fields in the document. + +Clicking a field will invoke an appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. In addition to editing text, you can switch check box states. + +![eud-win-print-preview-content-editing](../../../images/img126951.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md new file mode 100644 index 0000000000..763f85b7bb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md @@ -0,0 +1,13 @@ +--- +title: Passing Parameters in Print Preview +author: Eugeniy Burmistrov +legacyId: 4981 +--- +# Passing Parameters in Print Preview +Some documents or reports allow you to control data display, and what data is to be displayed by specifying parameter values. + +To show the Parameters window, click the **Parameters** ![Parameters button icon](../../images/img8198.png) button on the main toolbar. + +Enter the required values and click **Submit**. After changing the current values, you can revert back the previously selected values by clicking **Reset**. + +![Parameters window](../../images/img8199.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md new file mode 100644 index 0000000000..d48f829467 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md @@ -0,0 +1,28 @@ +--- +title: Change Printing Settings via the Page Setup Dialog +author: Eugeniy Burmistrov +legacyId: 4304 +--- +# Change Printing Settings via the Page Setup Dialog + +You can specify page settings in one of the following ways: + +* Use buttons in the **Page Setup** group. + + ![Page Setup buttons](../../../images/win-print-preview-page-setup.png) + +* Click the **Page Setup** button on the toolbar. + + ![Page Setup button icon](../../../images/img7266.png) + + The following dialog will be invoked. + + ![Page Setup dialog window](../../../images/img7297.png) + + This dialog allows you to do the following: + * Change page orientation (choose Portrait or Landscape). + * Select paper size and measure unit. + * Change page margins. + +> [!NOTE] +> If you're working with a document that was [loaded from file](../file-management/load-a-print-preview-from-a-file.md), the **Page Setup** commands on the toolbar and main menu will be disabled. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md new file mode 100644 index 0000000000..b27fd5523b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md @@ -0,0 +1,15 @@ +--- +title: Print a Document Using Default Settings +author: Eugeniy Burmistrov +legacyId: 4303 +--- +# Print a Document Using Default Settings +To send a document directly to the default printer without customizing print settings, do one of the following. +* Click the **Quick Print** ![previewButtonQuickPrint](../../../images/img7262.png) button on the toolbar. +* On the **File** menu, click **Print**. + +To learn how to select a printer, number of copies, and other printing options, refer to the [Print a Document via the Print Dialog](print-a-document-via-the-print-dialog.md) topic. + + +> [!NOTE] +> If you try to print a document whose margins are outside of the printable area, you'll see a [warning message](../warnings-and-error-messages-in-print-preview.md). Click **Yes** to print the document anyway, if you're sure that your printer supports the specified page margins. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md new file mode 100644 index 0000000000..c61bf1086c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md @@ -0,0 +1,19 @@ +--- +title: Print a Document via the Print Dialog +author: Eugeniy Burmistrov +legacyId: 4302 +--- +# Print a Document via the Print Dialog +To print a document, click the **Print** ![Print button icon](../../../images/img7261.png) button on the toolbar, or press CTRL+P. + +The **Print** dialog will be invoked. + +![Print dialog window](../../../images/img7296.png) + +Specify the necessary settings and click **Print**. + +To print a document without invoking the **Print** dialog, see the [Print a Document Using Default Settings](print-a-document-using-default-settings.md) topic. + + +> [!NOTE] +> If you try to print a document whose margins are outside of the printable area, you'll see a [warning message](../warnings-and-error-messages-in-print-preview.md). Click **Yes** to print the document anyway, if you are sure that your printer supports the specified page margins. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md similarity index 75% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md index ab3646aff2..ecdfd68315 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md @@ -7,10 +7,10 @@ legacyId: 16082 To print only the selected content of the previewed document, do the following. 1. Select the content of the previewed document by holding the left mouse button and dragging the mouse pointer to create a selection box. Expand the selection box to fit all of the content you wish to print. The selected document elements are highlighted. - ![print-preview-selection-box](../../../../images/img21380.png) + ![Print Preview - Selection Box](../../../images/img21380.png) 2. Right-click anywhere within the highlighted area of the document and select **Print...** in the context menu. - ![print-preview-print-selection](../../../../images/img21382.png) + ![Print Preview - Print Selection](../../../images/img21382.png) 3. In the invoked **Print** dialog, specify the required settings and click **Print**. - ![print-preview-print-selection-dialog](../../../../images/img21384.png) \ No newline at end of file + ![Print Dialog Window](../../../images/img7296.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md similarity index 82% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md index b8d2b71374..881f5513d1 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md @@ -9,14 +9,14 @@ To set document page margins, do one of the following. In the [Page Setup dialog](change-printing-settings-via-the-page-setup-dialog.md), enter the required top, left, bottom and right page margins' values into the appropriate editors. - ![previewPageSetupMargins](../../../../images/img7309.png) + ![previewPageSetupMargins](../../../images/img7309.png) Then, click OK to save changes. * **Use drag-and-drop in the Print Preview window** - To use this approach, point to the dotted line indicating the margin's border. When the pointer changes to ![cursorMargin](../../../../images/img7305.gif), drag the pointer to move the margin. + To use this approach, point to the dotted line indicating the margin's border. When the pointer changes to ![cursorMargin](../../../images/img7305.gif), drag the pointer to move the margin. - ![previewMargins](../../../../images/img7304.png) + ![previewMargins](../../../images/img7304.png) > [!NOTE] > If you're working with a document that was [loaded from file](../file-management/load-a-print-preview-from-a-file.md), it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md new file mode 100644 index 0000000000..b104a14c6c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md @@ -0,0 +1,19 @@ +--- +title: Scale Print Preview +author: Eugeniy Burmistrov +legacyId: 4312 +--- +# Scale Print Preview + +To scale a document, click the **Scale** ![Scale button icon](../../../images/img7267.png) button on the toolbar. The **Scaling** dialog is invoked. + +![Scaling dialog window](../../../images/img7275.png) + +* Set the required zoom percentage in the editor (for example, 100% or 125%). + +* Set how many pages should fit across the viewer width in the editor (for example, 1 page wide or 2 pages wide). + +Click **OK** to save changes and close the dialog. + +> [!NOTE] +> If you're working with a document [loaded from file](../file-management/load-a-print-preview-from-a-file.md), you cannot use scaling. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md new file mode 100644 index 0000000000..c41b689b1f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md @@ -0,0 +1,11 @@ +--- +title: Navigate Between Pages in Print Preview +author: Eugeniy Burmistrov +legacyId: 4319 +--- +# Navigate Between Pages in Print Preview +To navigate between pages, use the navigation buttons on the toolbar. + +![previewButtonNavigate](../../../images/img7283.png) + +These buttons allow you to switch to the first, previous, next, or last page of a document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md new file mode 100644 index 0000000000..ee7b7459cc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md @@ -0,0 +1,14 @@ +--- +title: Navigate in Print Preview Using Bookmarks +author: Anna Gubareva +legacyId: 4322 +--- +# Navigate in Print Preview Using Bookmarks + +If a document contains bookmarks, you can use the **Document Map** panel for navigation purposes. + +To toggle this panel's visibility, use the **Bookmarks** button on the toolbar. + +![previewDocumentMap](../../../images/img7437.png) + +To go to a specific bookmark, click it in the Document Map. As a result, the Print Preview navigates to a document element associated with the bookmark. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md new file mode 100644 index 0000000000..644b8180cd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md @@ -0,0 +1,14 @@ +--- +title: Navigate in Print Preview Using Thumbnails +author: Eugeniy Burmistrov +legacyId: 114542 +--- +# Navigate in Print Preview Using Thumbnails + +You can use thumbnails to quickly navigate between document pages. + +To show report thumbnails, click the **Thumbnails** button on the toolbar. + +![document-viewer-thumbnails-pane](../../../images/img118995.png) + +Click a thumbnail to navigate to the corresponding document page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md new file mode 100644 index 0000000000..5a25e4be7e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md @@ -0,0 +1,15 @@ +--- +title: Search for a Specific Text in Print Preview +author: Anna Gubareva +legacyId: 4323 +--- +# Search for a Specific Text in Print Preview +To search for a specific text throughout a document, click the **Search** ![Search button icon](../../../images/img7282.png) button on the toolbar, or press CTRL+F. + +![Search panel](../../../images/img7300.png) + +To start searching for the terms, click **Next** or press ENTER. To find the next occurrence of the terms, do the same. To find the previous occurrence of the terms, click **Previous**. + +The Search panel also provides the settings button, which invokes the dedicated submenu allowing you to specify whether or not to use a case-sensitive search and whether or not you need to match the whole word during the search. + +![Search settings menu](../../../images/img122043.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md new file mode 100644 index 0000000000..d679abb979 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md @@ -0,0 +1,14 @@ +--- +title: Use the Hand Tool in Print Preview +author: Eugeniy Burmistrov +legacyId: 4321 +--- +# Use the Hand Tool in Print Preview + +The **Hand Tool** enables you to scroll content by dragging the document instead of using scrollbars. + +![Zoom ribbon group](../../../images/win-print-preview-ribbon-zoom.png) + +To activate the **Hand Tool**, click the **Hand Tool** ![Hand Tool button icon](../../../images/img7263.png) button on the toolbar. + +Then, after you click a document's page, the mouse pointer is changed from ![Arrow cursor icon](../../../images/img7227.gif) to ![Hand cursor icon](../../../images/img7228.jpeg). Drag the mouse pointer to scroll the document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md similarity index 100% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md new file mode 100644 index 0000000000..e41c1ed390 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md @@ -0,0 +1,146 @@ +--- +title: Change Watermark and Background Settings in Print Preview +author: Eugeniy Burmistrov +legacyId: 4324 +--- +# Change Watermark and Background Settings in Print Preview + +## Invoke the Watermark Dialog +To add a watermark to a document, click the **Watermark** button on the toolbar: + +![previewButtonWatermark](../../../images/img7281.png) + +The **Watermark** dialog will be invoked. + +## Add a Text Watermark + +To add a text watermark, open the **Text Watermark** tab. + +![eurd-win-watermark-editor](../../../images/eurd-win-watermark-editor.png) + +Specify the following settings: + +* Text + + The watermark’s text. + +* Direction + + The incline of the watermark’s text. + +* Font + + The font of the watermark’s text. + +* Color + + The foreground color of the watermark’s text. + +* Size + + The size of the watermark’s text. + +* Bold + + Formats the watermark’s text as bold. + +* Italic + + Formats the watermark’s text as italic. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s text. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +## Add an Image Watermark + +Specify an image. Click the **Load image** option’s **Browse** button. + +![eurd-win-watermark-editor-picture](../../../images/eurd-win-watermark-editor-picture.png) + +In the invoked **Select Picture** dialog, select the file containing the image that you wish to use as a watermark and click **Open**. + +![eud-select-picture-dialog](../../../images/eud-select-picture-dialog.png) + +Specify the following picture options: + +![eud-specify-picture-watermark-settings](../../../images/eud-specify-picture-watermark-settings.png) + +* Size Mode + + The mode in which a picture watermark is displayed. + +* Tiling + + Specifies whether a picture watermark should be tiled. + +* Horizontal Alignment + + Specifies the horizontal alignment of the watermark. + +* Vertical Alignment + + Specifies the vertical alignment of the watermark. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of an image watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of an image watermark used by assistive technologies. + +> [!NOTE] +> A report can display only one watermark on a report page. + +## Specify the Pages Where you will Display Your Watermark + +Specify the required pages to apply a watermark in the **Page Range** section of the dialog. + +![previewWatermarkPageRange](../../../images/img7306.png) + +Separate page numbers with commas, or specify page ranges using a dash. + +## Add a Background Color to a Document + +To add a background color to a document, click the **Page Color** button on the toolbar. The **Page Color** dialog will be invoked. + +![Page Color Dialog](../../../images/img7303.png) + +Then, choose a color from the **Custom**, **Web**, or **System** palettes. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md new file mode 100644 index 0000000000..b6db68541a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md @@ -0,0 +1,14 @@ +--- +title: Show Two or More Pages in Print Preview +author: Eugeniy Burmistrov +legacyId: 5539 +--- +# Show Two or More Pages in Print Preview + +To preview two or more pages at one time, click the **Many Pages** button on the toolbar. + +Then, in the invoked dialog, hover over the page icons, depending on the required number of pages to preview. + +![Page selection grid](../../../images/img7279.png) + +When the required number of pages has been selected, click the popup window to close it and apply changes to the document view. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md new file mode 100644 index 0000000000..21e6fbed1b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md @@ -0,0 +1,13 @@ +--- +title: Zoom Print Preview by Entering a Zoom Factor +author: Eugeniy Burmistrov +legacyId: 4316 +--- +# Zoom Print Preview by Entering a Zoom Factor + +To zoom to a specific zoom factor, сlick the **Zoom** dropdown list button. The following list is invoked: + +![Zoom dropdown menu](../../../images/img7284.png) + +Choose one of the zoom factor presets or manually enter any value into the **Exact** box. + \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md new file mode 100644 index 0000000000..b043a5b026 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md @@ -0,0 +1,21 @@ +--- +title: Zoom Print Preview In or Out +author: Eugeniy Burmistrov +legacyId: 4315 +--- +# Zoom Print Preview In or Out + +The **Zoom** page group allows you to control page scale and how pages are displayed in the Print Preview. + +![Zoom ribbon group](../../../images/win-print-preview-ribbon-zoom.png) + +## Zoom In and Out of a Document + +* To zoom in a document, click the **Zoom In** ![Zoom In button icon](../../../images/img7268.png) button on the toolbar, or press CTRL+PLUS SIGN. +* To zoom out of a document, click the **Zoom Out** ![Zoom Out button icon](../../../images/img7269.png) button on the toolbar, or press CTRL+MINUS SIGN. + +To zoom in or out of a document, you can also hold down CTRL and rotate the mouse wheel. + +## Use the Magnifier Tool + +Use the **Magnifier Tool** ![Magnifier Tool button icon](../../../images/img7265.png) to switch between 100% and "fit whole page" views. Simply click anywhere in the document, to toggle views. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md similarity index 80% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md index bb25db87e3..6d8ba85f10 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md @@ -4,10 +4,13 @@ author: Eugeniy Burmistrov legacyId: 4317 --- # Zoom Print Preview to Show Whole Pages or Fit Content + ## Zoom Documents to Fit Page Content -To zoom to the page or text width, click the **Zooming** box. The following list will be invoked. -![previewZoom](../../../../images/img7284.png) +To zoom to the page or text width, click the **Zoom** dropdown list button. The following list is invoked. + +![Zoom dropdown menu](../../../images/img7284.png) + * To zoom to the page width, click **Page Width**. * To zoom to the text width, click **Text Width**. @@ -15,8 +18,11 @@ To zoom to the page or text width, click the **Zooming** box. The following list > If the preview window will be resized later, the current zoom factor will also be changed, to fit the current page or text width. ## Zoom Documents to Display Whole Pages -First, invoke the zooming dropdown (see above). + +![Zoom dropdown menu](../../../images/img7284.png) + * To display one whole page at a time, click **Whole Page**. + * To fit two pages into the current view, click **Two Pages**. > [!NOTE] diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf.md similarity index 98% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf.md index 2c176afcf9..a09bdc3965 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf.md @@ -8,7 +8,7 @@ The documents in this section provide information on the capabilities of the **P The Print Preview provides a toolbar and menu that contain commands related to document viewing, navigating, exporting and printing. It also provides the **Document Map** for navigating throughout a document using bookmarks, the **Parameters** panel for editing report parameters, the **Search** panel for locating required data, etc. -![EUD_WpfPrintPreview](../../images/img124017.png) +![EUD_WpfPrintPreview](../images/img124017.png)   diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/changing-a-watermark.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/changing-a-watermark.md new file mode 100644 index 0000000000..19c2fe40aa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/changing-a-watermark.md @@ -0,0 +1,170 @@ +--- +title: Changing a Watermark +author: Anna Gubareva +legacyId: 116496 +--- +# Changing a Watermark + +DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. + +This tutorial includes information about the following tasks: + +* How to add watermarks. + +* How to specify watermark settings. + +* How to define watermark accessibility settings. + +To invoke the **Watermark** dialog, click the **Watermark** ![Watermark toolbar button](../../images/img120432.png) button on the toolbar. + +## Add a Text Watermark + +To add a text watermark, open the **Text Watermark** tab. + +![Text watermark settings dialog](../../images/img124092.png) + +Specify the following settings: + +* Watermark Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Font Name + + The font of the watermark’s text. + +* Size + + The size of the watermark’s text. + +* Unit + + Specifies text measurement system. + +* Bold + + Formats the watermark’s text as bold. + +* Italic + + Formats the watermark’s text as italic. + +* Foreground Color + + The foreground color of the watermark’s text. + +* Text + + The watermark’s text. + +* Text Transparency + + The transparency of the watermark’s text. + +* Text Direction + + The incline of the watermark’s text. + +* Text Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +## Add an Image Watermark + +To add a picture watermark, switch to the **Picture Watermark** tab. To load the image to be used as a watermark, click the ellipsis button for the **Image** property. In the invoked dialog, select the file containing the image that you wish to load and click **Open**. + +![Image watermark settings dialog](../../images/img124093.png) + +Specify the following settings: + +* Watermark Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Image Source + + Specifies the image that you wish to use as a watermark. + +* Image Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Image Transparency + + The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. + +* Image View Mode + + The mode in which a picture watermark is displayed. + +* Image Tiling + + Specifies whether a picture watermark should be tiled. + +* Image Alignment + + Specifies the horizontal or vertical alignment of the watermark. + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of an image watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of an image watermark used by assistive technologies. + +### Supported Image Formats + +A picture watermark supports the following formats: + +* BMP +* JPG / JPEG / JPE / JFIF +* GIF +* TIF / TIFF +* PNG +* ICO +* DIB +* RLE +* EMF / WMF +* SVG + +## Combine Text and a Picture in One Watermark + +You can display both text and a picture in one Watermark. Use the **Text Position** and **Image Position** options of the watermark to specify whether the text and picture should be displayed behind or in front of page content. + +For example, create a watermark and specify its text and picture settings. Set position of the text to **InFront** and position of the picture to **Behind**: + +As a result, the image is displayed behind the table, while the text is in front of the content: + +![Combined text and image watermark](../../images/eurd-wpf-watermark-text.png) + +## Watermark Accessibility Settings + +Use the following options to specify whether to include report watermarks in the logical structure of exported PDF documents: + +* For image watermarks that convey meaningful information, set the **Role** property to **Figure** and use the **Description** property to specify alternative text. + +* For text watermarks, set the **Role** property to **Paragraph** and use the **Description** property to specify alternative text. + +For purely decorative watermarks, retain the default value to treat the watermark as an artifact. + +## Remove a Watermark + +To remove watermarks from a document, click the watermarks's "bin" icon in the **Watermark** dialog. Then, click **OK** to save changes and close the dialog. + diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md similarity index 86% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md index adaf642ab5..970e8ff47d 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md @@ -9,9 +9,9 @@ Besides [exporting a document](exporting.md) to a third-party formatted file, yo To copy document content to the clipboard, do the following. 1. Select the content of the previewed document by holding down the left mouse button and dragging the mouse pointer. The selected document elements are highlighted. - ![EUD_WpfPrintPreview_Copying1](../../../../images/img124059.png) + ![EUD_WpfPrintPreview_Copying1](../../../images/img124059.png) 2. To copy the selected content, press CTRL+C or right-click anywhere within the highlighted area of the document, and select **Copy** in the context menu. - ![EUD_WpfPrintPreview_Copying2](../../../../images/img124060.png) + ![EUD_WpfPrintPreview_Copying2](../../../images/img124060.png) When pasted to a third-party editor from the clipboard, the report content will automatically be converted to the target format. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md new file mode 100644 index 0000000000..e50729505a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md @@ -0,0 +1,21 @@ +--- +title: CSV-Specific Export Options +author: Anna Gubareva +legacyId: 116641 +--- +# CSV-Specific Export Options +When [exporting a document](exporting.md), you can define the following CSV-specific exporting options. + +![EUD_WpfPrintPreview_CsvExportOptions](../../../images/img124164.png) +* **Encoding** + + Specifies the encoding used in the exported document. +* **Text export mode** + + Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. +* **Text separator** + + Specifies a symbol used to separate text elements (comma by default). +* **Quote strings with separators** + + Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md new file mode 100644 index 0000000000..7bf9c49d27 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md @@ -0,0 +1,20 @@ +--- +title: DOCX-Specific Export Options +author: Anna Gubareva +legacyId: 118917 +--- +# DOCX-Specific Export Options +When [exporting a document](exporting.md), you can define DOCX-specific export options using the following dialog: + +![wpf-docx-export-options-dialog](../../../images/img129099.png) +* **Export mode** + + Specifies how a document is exported to DOCX. The following modes are available. + * The **Single file** mode allows export of a document to a single file without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. +* **Export watermarks** + + Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/exporting.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/exporting.md new file mode 100644 index 0000000000..e32fae2b99 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/exporting.md @@ -0,0 +1,47 @@ +--- +title: Exporting +author: Anna Gubareva +legacyId: 116497 +--- +# Exporting +There are two options available for exporting a document to one of the supported third-party formats. +* [Export Document to a File on Disk](#export) +* [Send Exported File Using E-Mail](#send) + + + +## Export Document to a File on Disk +To export a document and save the resulting file on your hard drive, click the arrow for the **Export...** button and select the required format from the list. + +![EUD_WpfPrintPreview_ExportButton](../../../images/img124135.png) + +This invokes the **Export Document...** dialog with options for the selected format. + +![WPFDesigner_ExportDocumentDialog](../../../images/img120186.png) + +If you simply click the **Export...** button, the dialog will provide settings for the PDF format. Then, you can always change the export format directly in the dialog using the dedicated **Export format** drop-down list. + +In the **Export Document...** dialog, you should specify the path where the resulting file should be saved and choose whether or not to open the file after exporting. + +To access and customize advanced export options for the selected format, click the **More Options** link. + +![WPFDesigner_AdvExportDocumentDialog](../../../images/img120187.png) + +Specify the required format-specific options and click **OK** to initiate export of a report and save the resulting file. + + + +## Send Exported File Using E-Mail +To export a document and send the resulting file using e-mail, click the arrow for the **Send...** button and select one of the supported formats. + +![EUD_WpfPrintPreview_SendButton](../../../images/img124136.png) + +This invokes the **Send via E-Mail...** dialog with options for the selected format. + +![WPFDesigner_SendDialog](../../../images/img124137.png) + +If you simply click the **Send...** button, the dialog will provide settings for the PDF format. Then, you can always change the export format directly in the dialog using the dedicated **Export Format** drop-down list. + +In the **Send via E-Mail...** dialog, you should specify the path where the resulting file should be saved. The dialog also allows you to specify advanced export options for the selected format. To access and customize these format-specific options, click the **More Options** link. + +Specify the required options and click **OK** to initiate export of a report and save the resulting file. The saved file will be then attached to a new empty message in the default mail program. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md new file mode 100644 index 0000000000..4f0fca85e1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md @@ -0,0 +1,42 @@ +--- +title: HTML-Specific Export Options +author: Anna Gubareva +legacyId: 116636 +--- +# HTML-Specific Export Options +When [exporting a document](exporting.md), you can define the following HTML-specific export options. + +![EUD_WpfPrintPreview_HtmlExportOptions](../../../images/img124159.png) +* **Export Mode** + + Specifies how a document is exported to HTML. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without preserving the page-by-page breakdown. + * The **Single file page-by-page** mode allows export of a document to a single file, while preserving page-by-page breakdown. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders from the available palettes. +* **Page border width** + + Specifies the width (in pixels) of page borders. +* **Title** + + Specifies the title of the created document. +* **Character set** + + Specifies the character set for the HTML document. +* **Remove carriage returns** + + Specifies whether to remove carriage returns. +* **Table layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Export watermarks** + + Specifies whether to export watermarks to HTML along with the remaining document content. +* **Embed images in HTML** + + Specifies whether to embed images in HTML content. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md new file mode 100644 index 0000000000..3f4da5059f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md @@ -0,0 +1,30 @@ +--- +title: Image-Specific Export Options +author: Anna Gubareva +legacyId: 116643 +--- +# Image-Specific Export Options +When [exporting a document](exporting.md), you can define the following Image-specific exporting options. + +![EUD_WpfPrintPreview_ImageExportOptions](../../../images/img124166.png) +* **Image format** + + Specifies an image format to export a document. Available formats are BMP, EMF, WMF, GIF, JPEG, PNG, and TIFF. +* **Resolution (dpi)** + + Specifies the required image resolution (in dpi). +* **Export mode** + + Specifies how a document is exported to an image. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing the output into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders. +* **Page border width** + + Specifies the width (in pixels) of page borders. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md new file mode 100644 index 0000000000..10c99e68b0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md @@ -0,0 +1,39 @@ +--- +title: MHT-Specific Export Options +author: Anna Gubareva +legacyId: 116637 +--- +# MHT-Specific Export Options +When [exporting a document](exporting.md), you can define the following MHT-specific export options. + +![EUD_WpfPrintPreview_MhtExportOptions](../../../images/img124160.png) +* **Export mode** + + Specifies how a document is exported to MHT. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Page border color** + + Specifies the color of page borders from the available palettes. +* **Page border width** + + Specifies the width (in pixels) of page borders. +* **Title** + + Specifies the title of the created document. +* **Character set** + + Specifies the character set for the HTML document. +* **Remove carriage returns** + + Specifies whether to remove carriage returns. +* **Table layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Export watermarks** + + Specifies whether to export watermarks to HTML along with the remaining document content. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md new file mode 100644 index 0000000000..41902ca522 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md @@ -0,0 +1,43 @@ +--- +title: PDF-Specific Export Options +author: Anna Gubareva +legacyId: 116635 +--- +# PDF-Specific Export Options +When [exporting a document](exporting.md), you can define the following PDF-specific export options. + +![EUD_WpfPrintPreview_PdfExportOptions](../../../images/img124157.png) + +**General Options** +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Don't embed these fonts** + + Specifies font names which should not be embedded into the resulting file to reduce the file size. To separate fonts, use semicolons. +* **Convert Images to Jpeg** + + Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. +* **Images quality** + + Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. +* **Compressed** + + Specifies whether the resulting file should be compressed. +* **PDF/A-2b** + + Specifies whether to enable document compatibility with the **PDF/A-2b** specification. + +**Password Security Options** + +![EUD_WpfPrintPreview_PdfExportOptions2](../../../images/img124158.png) + +These options allow you to adjust the security options of the resulting PDF file (e.g. enable open document, editing, printing and copying protection, and specify what changes are allowed). + +**Signature Options** + +If an X.509 certificate is applied to your report, you can maintain its options using the **Signature Options** property of the report **PDF Export Options**. + +**Additional Options** + +You can also fill the **Application**, **Author**, **Keywords**, **Subject**, and **Title** fields. These options specify the **Document Properties** of the created PDF file. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md new file mode 100644 index 0000000000..cdf5377742 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md @@ -0,0 +1,20 @@ +--- +title: RTF-Specific Export Options +author: Anna Gubareva +legacyId: 116638 +--- +# RTF-Specific Export Options +When [exporting a document](exporting.md), you can define the following RTF-specific exporting options. + +![EUD_WpfPrintPreview_RtfExportOptions](../../../images/img124161.png) +* **Export mode** + + Specifies how a document is exported to RTF. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Export watermarks** + + Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md new file mode 100644 index 0000000000..f0bc29bb01 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md @@ -0,0 +1,21 @@ +--- +title: Text-Specific Export Options +author: Anna Gubareva +legacyId: 116642 +--- +# Text-Specific Export Options +When [exporting a document](exporting.md), you can define the following TXT-specific exporting options. + +![EUD_WpfPrintPreview_TxtExportOptions](../../../images/img124165.png) +* **Encoding** + + Specifies the encoding used in the exported document. +* **Text export mode** + + Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the text file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. +* **Text separator** + + Specifies a symbol to separate text elements (TAB by default). +* **Quote strings with separators** + + Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md new file mode 100644 index 0000000000..586f47efa6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md @@ -0,0 +1,33 @@ +--- +title: XLS-Specific Export Options +author: Anna Gubareva +legacyId: 116639 +--- +# XLS-Specific Export Options +When [exporting a document](exporting.md), you can define the following XLS-specific exporting options. + +![EUD_WpfPrintPreview_XlsExportOptions](../../../images/img124162.png) +* **Export mode** + + Specifies how a document is exported to XLS. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Sheet name** + + Specifies the name of the sheet in the created XLS file. +* **Text export mode** + + Specifies whether value formatting should be converted to the native XLS format string (if possible), or embedded into cell values as plain text. +* **Show grid lines** + + Specifies whether grid lines should be visible in the resulting XLS file. +* **Export hyperlinks** + + Specifies whether hyperlinks should be exported to the XLS document. +* **Raw data mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md new file mode 100644 index 0000000000..e2adb8a9ac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md @@ -0,0 +1,33 @@ +--- +title: XLSX-Specific Export Options +author: Anna Gubareva +legacyId: 116640 +--- +# XLSX-Specific Export Options +When [exporting a document](exporting.md), you can define the following XLSX-specific exporting options. + +![EUD_WpfPrintPreview_XlsxExportOptions](../../../images/img124163.png) +* **Export mode** + + Specifies how a document is exported to XLSX. The following modes are available. + * The **Single file** mode allows export of a document to a single file, without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. + * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range** option is available. +* **Page range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Sheet name** + + Specifies the name of the sheet in the created XLSX file. +* **Text export mode** + + Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. +* **Show grid lines** + + Specifies whether grid lines should be visible in the resulting XLSX file. +* **Export hyperlinks** + + Specifies whether to include hyperlinks into the resulting file. +* **Raw data mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md new file mode 100644 index 0000000000..941659007c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md @@ -0,0 +1,19 @@ +--- +title: Load a Print Preview from a File +author: Anna Gubareva +legacyId: 116485 +--- +# Load a Print Preview from a File +To open a [previously saved](save-a-print-preview-to-a-file.md) document, do one of the following. +* Click the **Open** ![WPFDesigner_Toolbar_OpenIcon](../../../images/img120136.png) button on the toolbar. +* On the menu, click **Open**. + + ![EUD_WpfPrintPreview_MenuOpen](../../../images/img124020.png) +* Press CTRL+O. + +In the invoked **Open** dialog, select the required file and click **Open**. + +![EUD_WpfPrintPreview_OpenDialog](../../../images/img124021.png) + +> [!NOTE] +> If you open a document which was previously saved to the hard drive, it is impossible to change its page settings (e.g., page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md new file mode 100644 index 0000000000..dc34e89cc9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md @@ -0,0 +1,23 @@ +--- +title: Save a Print Preview to a File +author: Anna Gubareva +legacyId: 116484 +--- +# Save a Print Preview to a File +If you've modified your document, and there's a chance you'll need to print out this document version more than once, you can save the document to a file on disk. After that, you can simply load your document and print it out, without having to apply the same changes again. + +To save a document to the file, do one of the following. +* Click the **Save** ![WPFDesigner_PreviewToolbar_Save](../../../images/img120173.png) button on the toolbar. +* On the menu, click **Save**. + + ![EUD_WpfPrintPreview_MenuSave](../../../images/img124018.png) +* Press CTRL+S. + +In the invoked **Save As** dialog, locate a folder where you want to store your file, enter the document name and click **Save**. + +![EUD_WpfPrintPreview_SaveAsDialog](../../../images/img124019.png) + +The document is saved with the **.prnx** file extension. Note that this extension will be added to the file name even if you enter another one. + +> [!NOTE] +> If you [open a document](load-a-print-preview-from-a-file.md) that was previously saved to the hard drive, it is impossible to change its page settings (e.g., page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md new file mode 100644 index 0000000000..7d1a6d3f8b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md @@ -0,0 +1,13 @@ +--- +title: Content Editing in Print Preview +author: Anna Gubareva +legacyId: 118014 +--- +# Content Editing in Print Preview +If content editing is enabled for document elements, it is possible to customize the corresponding field values in Print Preview. + +To highlight all editing fields available in the document, click the **Editing Fields** ![eud-wpf-repors-editing-fields-button](../../../images/img126936.png) button on the toolbar. This button is not available when there are no such fields in the document. + +Clicking a field will invoke an appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. In addition to editing text, you can switch check box states. + +![eud-wpf-print-preview-content-editing](../../../images/img126952.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md new file mode 100644 index 0000000000..9ff60fce25 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md @@ -0,0 +1,13 @@ +--- +title: Navigate Between Pages +author: Anna Gubareva +legacyId: 116491 +--- +# Navigate Between Pages +To navigate between document pages, use the scrollbars or navigation buttons on the Print Preview's toolbar. These buttons allow you to switch to the first, previous, next, or last page of a document. + +![EUD_WpfPrintPreview_NavigationButtons](../../../images/img124041.png) + +To navigate to a specific page of a document, enter the required page in the dedicated editor in the Print Preview's status bar. + +![EUD_WpfPrintPreview_StatusBarNavigation](../../../images/img124177.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md new file mode 100644 index 0000000000..dd9a22e535 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md @@ -0,0 +1,11 @@ +--- +title: Navigate Using Bookmarks +author: Anna Gubareva +legacyId: 116492 +--- +# Navigate Using Bookmarks +If a document contains bookmarks, you can use the **Document Map** panel for navigation purposes. + +To switch to this panel, click the **Document Map** ![WPFDesigner_PreviewToolbar_DocumentMap](../../../images/img120178.png) button on the Print Preview's toolbar. To go to a specific bookmark, click it in the Document Map. As a result, the Print Preview navigates to a document element associated with the bookmark. + +![EUD_WpfPrintPreview_DocumentMap](../../../images/img124042.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md new file mode 100644 index 0000000000..c0e2be59d0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md @@ -0,0 +1,13 @@ +--- +title: Navigate Using the Hand Tool +author: Anna Gubareva +legacyId: 116493 +--- +# Navigate Using the Hand Tool +The **Hand Tool** enables you to scroll content by dragging the document instead of using scrollbars. + +To activate the Hand Tool, right-click anywhere within the document, and in the invoked context menu, select **Hand Tool**. + +![EUD_WpfPrintPreview_SelectHandTool](../../../images/img124043.png) + +Then, after you click a document's page, the mouse pointer is changed from ![EUD_WpfPrintPreview_HandTool1](../../../images/img124044.png) to ![EUD_WpfPrintPreview_HandTool2](../../../images/img124045.png). Drag the mouse pointer to scroll the document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md new file mode 100644 index 0000000000..0f7a090748 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md @@ -0,0 +1,11 @@ +--- +title: Navigate Using Thumbnails +author: Anna Gubareva +legacyId: 117811 +--- +# Navigate Using Thumbnails +You can use thumbnails to quickly navigate between document pages. + +To show thumbnails, click the **Thumbnails** ![WPFDesigner_PreviewToolbar_Thumbnails](../../../images/img125689.png) button on the Print Preview's toolbar. Click a thumbnail to navigate to the corresponding document page. + +![wpf-document-preview-thumbnails](../../../images/img126587.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md new file mode 100644 index 0000000000..db25a93770 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md @@ -0,0 +1,15 @@ +--- +title: Search for a Specific Text +author: Anna Gubareva +legacyId: 116494 +--- +# Search for a Specific Text +To search for a specific text throughout a document, click the **Search** ![WPFDesigner_PreviewToolbar_Search](../../../images/img120179.png) button on the Print Preview's toolbar, or press CTRL+F. This invokes the **Search** panel. + +![WPFDesigner_SearchPanel](../../../images/img120301.png) + +In the search box on the left, input the text to find. Click the **Settings** button to invoke the dedicated submenu allowing you to specify whether or not to use a case-sensitive search, and specify if you are required to match the whole word during the search. + +![WPFDesigner_SearchPanelSettings](../../../images/img120302.png) + +To start searching, or search down again, click **Next**, or press ENTER or CTRL+G. To search backward, click **Previous** or press CTRL+SHIFT+G. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/passing-parameter-values.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/passing-parameter-values.md new file mode 100644 index 0000000000..93abb2c903 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/passing-parameter-values.md @@ -0,0 +1,13 @@ +--- +title: Passing Parameter Values +author: Anna Gubareva +legacyId: 116495 +--- +# Passing Parameter Values +Certain documents or reports allow you to control what data is to be displayed by specifying parameter values. + +To show the **Parameters** panel, click the **Parameters** ![WPFDesigner_PreviewToolbar_Parameters](../../images/img120177.png) button on the Print Preview's toolbar. This panel allows you to specify parameter values before document preview generation is started. + +Enter the required values using the corresponding parameter editors and click **Submit**. After changing the current values, you can revert back the previously selected values by clicking **Reset**. + +![EUD_WpfPrintPreview_Parameters](../../images/img124050.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md similarity index 78% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md index 31edd404be..a8fa3804eb 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md @@ -4,9 +4,9 @@ author: Anna Gubareva legacyId: 116488 --- # Change Print Settings Using the Page Setup Dialog -To invoke the **Page Setup** dialog, click the **Page Setup...** ![WPFDesigner_PreviewToolbar_PageSetup](../../../../images/img120174.png) button on the Print Preview's toolbar. +To invoke the **Page Setup** dialog, click the **Page Setup...** ![WPFDesigner_PreviewToolbar_PageSetup](../../../images/img120174.png) button on the Print Preview's toolbar. -![EUD_WpfPrintPreview_PageSetupDialog](../../../../images/img124038.png) +![EUD_WpfPrintPreview_PageSetupDialog](../../../images/img124038.png) The **Page Setup** dialog allows you to do the following. * Change the paper size using the dedicated drop-down. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md new file mode 100644 index 0000000000..81d429ac2d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md @@ -0,0 +1,9 @@ +--- +title: Print a Document Using Default Settings +author: Anna Gubareva +legacyId: 116487 +--- +# Print a Document Using Default Settings +To send a document directly to the default printer without customizing print settings, click the **Quick Print** ![WPFDesigner_PreviewToolbar_QuickPrint](../../../images/img120164.png) button on the Preview's toolbar. + +To learn how to select a printer, number of copies and other printer options, refer to the [Print a Document Using the Print Dialog](print-a-document-using-the-print-dialog.md) topic. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md similarity index 76% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md index 245fe4a9ae..f52c648a79 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md @@ -5,14 +5,14 @@ legacyId: 116486 --- # Print a Document Using the Print Dialog To print a document, do one of the following. -* Click the **Print...** ![WPFDesigner_PreviewToolbar_Print](../../../../images/img120163.png) button on the toolbar. +* Click the **Print...** ![WPFDesigner_PreviewToolbar_Print](../../../images/img120163.png) button on the toolbar. * On the menu, click **Print...** - ![EUD_WpfPrintPreview_MenuPrint](../../../../images/img124034.png) + ![EUD_WpfPrintPreview_MenuPrint](../../../images/img124034.png) * Press CTRL+P. In the invoked **Print** dialog, specify the necessary settings (the printer name, number of copies, page range, etc.) and click **OK**. -![EUD_WpfPrintPreview_PrintDialog](../../../../images/img124035.png) +![EUD_WpfPrintPreview_PrintDialog](../../../images/img124035.png) To learn how to print the document without invoking the **Print** dialog, see the [Print a Document Using Default Settings](print-a-document-using-default-settings.md) topic. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md similarity index 76% rename from interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md rename to eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md index 422b155aea..0b1623af33 100644 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md @@ -4,9 +4,9 @@ author: Anna Gubareva legacyId: 116489 --- # Scaling -To scale a document, click the **Scale** ![WPFDesigner_PreviewToolbar_Scale](../../../../images/img120175.png) button on the Print Preview's toolbar. This invokes the **Scale** dialog. +To scale a document, click the **Scale** ![WPFDesigner_PreviewToolbar_Scale](../../../images/img120175.png) button on the Print Preview's toolbar. This invokes the **Scale** dialog. -![EUD_WpfPrintPreview_ScaleDialog](../../../../images/img124039.png) +![EUD_WpfPrintPreview_ScaleDialog](../../../images/img124039.png) The dialog provides two ways for scaling the document. * **Scaling by entering a zoom factor**. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/zooming.md b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/zooming.md new file mode 100644 index 0000000000..ccc732622e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/print-preview/print-preview-for-wpf/zooming.md @@ -0,0 +1,13 @@ +--- +title: Zooming +author: Anna Gubareva +legacyId: 116490 +--- +# Zooming +To zoom in or out a document, click the **Zoom In** ![WPFDesigner_PreviewToolbar_ZoomIn](../../images/img120167.png) or **Zoom Out** ![WPFDesigner_PreviewToolbar_ZoomOut](../../images/img120165.png) button on the Print Preview's toolbar. The alternative way to zoom in and out the document is to hold down CTRL and rotate the mouse wheel. + +You can also zoom the document to a specific zoom factor. To do this, click the **Zoom** button and choose one of the zoom factor presets from the invoked list. + +![EUD_WpfPrintPreview_Zoom](../../images/img124049.png) + +In addition, this list provides items allowing you to display one whole page at a time and fit the document to the page width. If the preview window will be resized later, the current zoom factor will also be changed in order to fit one page or the current page width, respectively. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms.md similarity index 95% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms.md index 26527bacac..195a5f2030 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms.md @@ -1,35 +1,35 @@ ---- -title: Report Designer for WinForms -author: Anna Gubareva ---- -# Report Designer for WinForms - -The Report Designer allows you to create data-bound reports and provides a rich set of tools to construct report layouts that meet your requirements. - -![](../../images/eurd-win-report-designer-start-page.png) - -* [First Look at the Report Designer](report-designer-for-winforms/first-look-at-the-report-designer.md) -* [Add New Reports](report-designer-for-winforms/add-new-reports.md) -* [Open Reports](report-designer-for-winforms/open-reports.md) -* [Save Reports](report-designer-for-winforms/save-reports.md) -* [Introduction to Banded Reports](report-designer-for-winforms/introduction-to-banded-reports.md) -* [Bind to Data](report-designer-for-winforms/bind-to-data.md) -* [Create Reports](report-designer-for-winforms/create-reports.md) -* [Configure Design Settings](report-designer-for-winforms/configure-design-settings.md) -* [Use Report Elements](report-designer-for-winforms/use-report-elements.md) -* [Use Report Parameters](report-designer-for-winforms/use-report-parameters.md) -* [Shape Report Data](report-designer-for-winforms/shape-report-data.md) -* [Lay out Dynamic Report Content](report-designer-for-winforms/lay-out-dynamic-report-content.md) -* [Customize Appearance](report-designer-for-winforms/customize-appearance.md) -* [Add Navigation](report-designer-for-winforms/add-navigation.md) -* [Provide Interactivity](report-designer-for-winforms/provide-interactivity.md) -* [Add Extra Information](report-designer-for-winforms/add-extra-information.md) -* [Use Expressions](report-designer-for-winforms/use-expressions.md) -* [Use Report Scripts](report-designer-for-winforms/use-report-scripts.md) -* [Localize Reports](report-designer-for-winforms/localize-reports.md) -* [Report Designer Tools](report-designer-for-winforms/report-designer-tools.md) -* [Preview, Print and Export Reports](report-designer-for-winforms/preview-print-and-export-reports.md) - - -> [!NOTE] +--- +title: Report Designer for WinForms +author: Anna Gubareva +--- +# Report Designer for WinForms + +The Report Designer allows you to create data-bound reports and provides a rich set of tools to construct report layouts that meet your requirements. + +![](../images/eurd-win-report-designer-start-page.png) + +* [First Look at the Report Designer](report-designer-for-winforms/first-look-at-the-report-designer.md) +* [Add New Reports](report-designer-for-winforms/add-new-reports.md) +* [Open Reports](report-designer-for-winforms/open-reports.md) +* [Save Reports](report-designer-for-winforms/save-reports.md) +* [Introduction to Banded Reports](report-designer-for-winforms/introduction-to-banded-reports.md) +* [Bind to Data](report-designer-for-winforms/bind-to-data.md) +* [Create Reports](report-designer-for-winforms/create-reports.md) +* [Configure Design Settings](report-designer-for-winforms/configure-design-settings.md) +* [Use Report Elements](report-designer-for-winforms/use-report-elements.md) +* [Use Report Parameters](report-designer-for-winforms/use-report-parameters.md) +* [Shape Report Data](report-designer-for-winforms/shape-report-data.md) +* [Lay out Dynamic Report Content](report-designer-for-winforms/lay-out-dynamic-report-content.md) +* [Customize Appearance](report-designer-for-winforms/customize-appearance.md) +* [Add Navigation](report-designer-for-winforms/add-navigation.md) +* [Provide Interactivity](report-designer-for-winforms/provide-interactivity.md) +* [Add Extra Information](report-designer-for-winforms/add-extra-information.md) +* [Use Expressions](report-designer-for-winforms/use-expressions.md) +* [Use Report Scripts](report-designer-for-winforms/use-report-scripts.md) +* [Localize Reports](report-designer-for-winforms/localize-reports.md) +* [Report Designer Tools](report-designer-for-winforms/report-designer-tools.md) +* [Preview, Print and Export Reports](report-designer-for-winforms/preview-print-and-export-reports.md) + + +> [!NOTE] > Specific features described in this guide may differ from what you see in your application. This depends on your application vendor. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md new file mode 100644 index 0000000000..79597c7f82 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md @@ -0,0 +1,239 @@ +--- +title: Add Watermarks to a Report +--- +# Add Watermarks to a Report + +DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. + +* How to add watermarks. + +* How to specify watermark settings. + +* How to use pre-printed forms. + +* How to define watermark accessibility settings. + +![eurd-win-add-watermarks-result](../../../images/eurd-win-add-watermarks-result.png) + +## Add a Watermark to a Report + +Switch to the [toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **Page** page and press **Watermark**. + +![eurd-win-add-watermarks-use-toolbox](../../../images/eurd-win-add-watermarks-use-toolbox.png) + +In the invoked **Watermark** dialog, select either the **Text Watermark** or **Picture Watermark** tab, depending on the type of watermark you wish to add. + +## Specify Text Watermark Settings + +Specify the following settings: + +![eurd-win-watermark-editor](../../../images/eurd-win-watermark-editor.png) + +* Text + + The watermark’s text. + +* Direction + + The incline of the watermark’s text. + +* Font + + The font of the watermark’s text. + +* Color + + The foreground color of the watermark’s text. + +* Size + + The size of the watermark’s text. + +* Bold + + Formats the watermark’s text as bold. + +* Italic + + Formats the watermark’s text as italic. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s text. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. + +> [!NOTE] +> A report can display only one watermark on a report page. + +## Specify Picture Watermark Settings + +Specify an image. Click the **Load image** option’s **Browse** button. + +![eurd-win-watermark-editor-picture](../../../images/eurd-win-watermark-editor-picture.png) + +In the invoked **Select Picture** dialog, select the file containing the image that you wish to use as a watermark and click **Open**. + +![eud-select-picture-dialog](../../../images/eud-select-picture-dialog.png) + +Specify the following picture options: + +![eud-specify-picture-watermark-settings](../../../images/eud-specify-picture-watermark-settings.png) + +* Size Mode + + The mode in which a picture watermark is displayed. + +* Tiling + + Specifies whether a picture watermark should be tiled. + +* Horizontal Alignment + + Specifies the horizontal alignment of the watermark. + +* Vertical Alignment + + Specifies the vertical alignment of the watermark. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of an image watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of an image watermark used by assistive technologies. + +> [!NOTE] +> A report can display only one watermark on a report page. + +Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. + +### Supply a Preprinted Form + +You can use a picture watermark as a template, to display an image of the preprinted form on the report's body at design time. + +To display a watermark at design time, switch to the [toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **View** page and activate **Watermark**. + +![eurd-win-add-preprinted-watermark](../../../images/eurd-win-add-preprinted-watermark.png) + +The following image illustrates a report with a watermark shown at design-time that contains a template of a preprinted form. + +![eurd-win-add-a-template-watermark](../../../images/eurd-win-add-a-template-watermark.png) + +Place report controls on the report's body according to the layout of the preprinted form. + +![eurd-win-add-a-template-watermark-result](../../../images/eurd-win-add-a-template-watermark-result.png) + +### Supported Image Formats + +A picture watermark supports the following formats: + +* BMP +* JPG / JPEG / JPE / JFIF +* GIF +* TIF / TIFF +* PNG +* ICO +* DIB +* RLE +* EMF / WMF +* SVG + +## Combine Text and a Picture in One Watermark + +You can display both text and a picture in one watermark. + +For example, create a watermark and specify its text and picture settings. + +Set position of the text to In front: + +![Position In front](../../../images/infront-text-position.png) + +Set position of the picture to Behind: + +![Position Behind](../../../images/behind-image-position.png) + +As a result, the image is displayed behind the table, while the text is in front of the content: + +![Display text and image watermarks in one page](../../../images/watermark-text-infront-image-behind.png) + +## Display a Specific Watermark in a Report + +**Watermark Id** allows you to specify a watermark from the collection to display in the report. This property has a priority over the watermark’s **Page Range** property. + +Create two watermarks in the Watermarks collection editor. + +![Create two watermarks](../../../images/add-watermarks-in-the-collection-editor.png) + +Set Watermark Id to Watermark2 (the Id option's value) + +![Display the second watermark in the collection](../../../images/propery-grid-watermark-id.png) + +The image below shows the result. + +![Display specific watermark](../../../images/display-specific-watermark-example.png) + +## Display Watermarks According to the Specified Condition + +Bind **Watermark Id** to an expression to apply watermarks stored in the collection to specific report pages. + +Create the “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks with the following settings: + +![Create three watermarks](../../../images/bind-watermarks-to-expression--ui.png) + +Specify the expression in the report’s WatermarkId property: + +`Iif([Arguments.PageIndex]=0,'Watermark_0',Iif([Arguments.PageIndex]%2=0,'Watermark_1','Watermark_2'))` + +![Specify the binding expression](../../../images/specify-watermark-expression-in-the-expression-editor.png) + +The image below shows the result. + +![Display different watermarks](../../../images/watermarks-expression-example.png) + +## Watermark Accessibility Settings + +Use the following options to specify whether to include report watermarks in the logical structure of exported PDF documents: + +* For image watermarks that convey meaningful information, set the **Role** property to **Figure** and use the **Description** property to specify alternative text. + +* For text watermarks, set the **Role** property to **Paragraph** and use the **Description** property to specify alternative text. + +For purely decorative watermarks, retain the default value to treat the watermark as an artifact. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md new file mode 100644 index 0000000000..cd5287e395 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md @@ -0,0 +1,23 @@ +--- +title: Display the Current Date and Time in a Report +--- +# Display the Current Date and Time in a Report + +This tutorial demonstrates how to insert the current system date and time into a report using the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control. + +![eurd-win-insert-datetime-result](../../../images/eurd-win-insert-datetime-result.png) + +Do the following to include information about the current date and time into a report: + +1. Typically, the current date and time are displayed within the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, right click anywhere on the report's surface. In the invoked menu, point to **Insert Band** and click **ReportHeader**. + + ![eurd-win-insert-datetime-add-reportheader-band](../../../images/eurd-win-insert-datetime-add-reportheader-band.png) +2. Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the **ReportHeader** band. + + ![eurd-win-insert-date-time-add-pageinfo](../../../images/eurd-win-insert-date-time-add-pageinfo.png) +3. Set the control's **PageInformation** property to *DateTime* (e.g. using the smart tag). + + ![eurd-win-insert-datetime-set-pageinfo](../../../images/eurd-win-insert-datetime-set-pageinfo.png) +4. To apply a format string to the control's contents, type **Created at {0:h:mm tt dd MMMM yyyy}** into its **TextFormatString** property. + + ![eurd-win-insert-datetime-set-formatstring](../../../images/eurd-win-insert-datetime-set-formatstring.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md new file mode 100644 index 0000000000..4dc2b0e6ea --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md @@ -0,0 +1,23 @@ +--- +title: Display the User Name in a Report +--- +# Display the User Name in a Report + +This tutorial demonstrates how to insert the current user name in a report using the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control. + +![eurd-win-insert-username-result](../../../images/eurd-win-insert-username-result.png) + +Do the following to insert the user name into a report: + +1. Typically, the user name is displayed within the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, right click anywhere on the report's surface. In the invoked menu, point to **Insert Band** and click **ReportHeader**. + + ![eurd-win-insert-datetime-add-reportheader-band](../../../images/eurd-win-insert-datetime-add-reportheader-band.png) +2. Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the **ReportHeader** band. + + ![eurd-win-insert-date-time-add-pageinfo](../../../images/eurd-win-insert-date-time-add-pageinfo.png) +3. Set the control's **Page Information** property to *User Name* (e.g. using the smart tag). + + ![eurd-win-insert-username-set-pageinfo](../../../images/eurd-win-insert-username-set-pageinfo.png) +4. Next, to apply a format string to the control's contents, type **Current User: {0}** into its **Text Format String** property. + + ![eurd-win-insert-username-set-formatstring](../../../images/eurd-win-insert-username-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md new file mode 100644 index 0000000000..44c8cf1534 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md @@ -0,0 +1,28 @@ +--- +title: Create a Table of Contents +--- +# Create a Table of Contents +This tutorial describes the steps to create a report with a table of contents. A table of contents is automatically created based on the [bookmarks](add-bookmarks-and-a-document-map.md) existing in a report. + +Do the following to create a table of contents in a report: +1. From the [Control Toolbox](../report-designer-tools/ui-panels/toolbox.md), drop the [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) control onto the [Report Header band](../introduction-to-banded-reports.md). + + ![eurd-win-drop-table-of-contents](../../../images/eurd-win-drop-table-of-contents.png) +2. Double-click the title of the table of contents and specify its text. + + ![eurd-win-toc-change-title](../../../images/eurd-win-toc-change-title.png) +3. To customize the title appearance, use the **Level Title** option's settings available in the **Properties** window. + + ![eurd-win-toc-level-title](../../../images/eurd-win-toc-level-title.png) +4. To customize the appearance of all other levels, use the **Level Default** option's settings. + + ![eurd-win-toc-levet-default](../../../images/eurd-win-toc-levet-default.png) +5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents and customize its properties. + + ![eurd-win-toc-levels](../../../images/eurd-win-toc-levels.png) + + ![eurd-win-toc-editor](../../../images/eurd-win-toc-editor.png) + +The following image demonstrates the result in Print Preview: + +![eurd-win-toc-result](../../../images/eurd-win-toc-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md new file mode 100644 index 0000000000..99145d3d6d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md @@ -0,0 +1,45 @@ +--- +title: Add Bookmarks and a Document Map +--- +# Add Bookmarks and a Document Map + +This document describes how to use bookmarks for mapping the report elements' hierarchy to the Document Map that is displayed in a Print Preview, and speeds up the navigation through complex reports. + +The example below is based on the following report: + +![eurd-win-add-bookmark-source-report](../../../images/eurd-win-add-bookmark-source-report.png) + +This report displays products that are [grouped](../shape-report-data/group-and-sort-data/group-data.md) by the **CategoryName** field. + +The following image illustrates the resulting report with a hierarchical Document Map. Clicking any bookmark navigates the Print Preview to the document section containing the associated element. + +![eurd-win-addbookmark_result](../../../images/eurd-win-addbookmark_result.png) + +Use the following steps to generate a Document Map in your grouped report: + +1. Select the label placed in the **Group Header** band and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab. Click the **Bookmark** property's marker and select the **Bookmark Expression** item. In the invoked **Expression Editor**, select the **CategoryName** data field. + + ![eurd-win-addbookmark-set-bookmark-for-group](../../../images/eurd-win-addbookmark-set-bookmark-for-group.png) + + In the legacy binding mode (if the Property Grid does not provide the **Bookmark Expression** item), you can specify this property in the Property Grid's **Data Bindings** category. + + ![eurd-win-addbookmark_legacy](../../../images/eurd-win-addbookmark_legacy.png) +2. In the same way, select the label in the **Detail** band and bind its **Bookmark** property to the **ProductName** data field. + + ![eurd-win-addbookmark-set-bookmarks-for-details](../../../images/eurd-win-addbookmark-set-bookmarks-for-details.png) + + Most of the reporting controls (for example, [Table](../use-report-elements/use-tables.md), TableCell, [CheckBox](../use-report-elements/use-basic-report-controls/check-box.md), etc.) supports the **Bookmark** property. +3. Set the same label's **Parent Bookmark** property to the label in the group band. This arranges bookmarks into a parent-child structure reflecting the report elements' hierarchy in the Document Map. + + ![eurd-win-addbookmark-bookmark-parent](../../../images/eurd-win-addbookmark-bookmark-parent.png) + + > [!NOTE] + > Avoid cyclic bookmarks that occur when you assign two bookmarks as parents to each other. In this scenario, an exception raises when you attempt to create the report document. +4. Select the report itself and assign text to its **Bookmark** property to determine the root node's caption in the **Document Map**. + + ![eurd-win-addbookmark-root-bookmark](../../../images/eurd-win-addbookmark-root-bookmark.png) + + The root bookmark displays the report name if you do not specify this property. + +> [!NOTE] +> Duplicated bookmarks are suppressed to prevent adding multiple bookmarks with the same name to a final document. You can disable the report's **Bookmark Duplicate Suppress** property to allow duplicated bookmarks. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md new file mode 100644 index 0000000000..1ca66a77f5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md @@ -0,0 +1,51 @@ +--- +title: Add Cross-References and Hyperlinks +--- +# Add Cross-References and Hyperlinks + +This document describes how to make an element navigate to other elements in a report or external resources by clicking it in a Print Preview. + +## Add Cross-References +You can improve report navigation using a cross-reference because the link's target is in the same document. + + + +You can add a cross-reference for a [report control](../use-report-elements.md) by setting the following properties: + +1. Set the **Navigation Target** property to *_self* to specify that the link is in the same document. + + ![eurd-win-crossreferences_set-target](../../../images/eurd-win-crossreferences_set-target.png) + +2. Set the **Navigation URL** property to the target control's **Name** property value. + + ![eurd-win-crossreferences_set-url](../../../images/eurd-win-crossreferences_set-url.png) + +In this case, the control behaves like a link meaning that the cursor automatically changes to a hand in a report's preview when hovering the control. You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for example, change the text's color to blue and underline it). + +![eurd-win-crossreferences_result](../../../images/eurd-win-crossreferences_result.png) + +The link uses the first occurrence if there are multiple instances of an object marked as a link's target. + +> [!TIP] +> A report's cross-references are preserved when [exporting it to PDF](../preview-print-and-export-reports.md). + +## Add Hyperlinks +A hyperlink means that a link's target is outside the report. + +You can use any control as a link by setting the **Navigation Url** property to the required target document's URL. + +![eurd-win-hiperlinks-set-url](../../../images/eurd-win-hiperlinks-set-url.png) + +> [!NOTE] +> Remember to use the "http://" or "https://" prefix when specifying the URL. + +You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for instance, set the underlined text and blue color). + +The cursor automatically changes to a hand when hovering the control in a report's preview. + +![eurd-win-hiperlinks-result](../../../images/eurd-win-hiperlinks-result.png) + +Use the link's **Navigation Target** property to specify where to open the target document (in the same preview window, in a new blank window, etc.). + +> [!TIP] +> A link's behavior is preserved when [exporting a report](../preview-print-and-export-reports.md) to most of the available formats (in particular to PDF, HTML, MHT, RTF and Excel). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md new file mode 100644 index 0000000000..1f58d492e4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md @@ -0,0 +1,51 @@ +--- +title: Add Page Numbers +--- +# Add Page Numbers + +The tutorial describes how to add page numbers to your reports. + +## Add Page Numbers +Do the following to add page numbers to a report: + +- Create a [PageFooterBand](../introduction-to-banded-reports.md) in your report. To do this, right-click anywhere in the report designer, and in the context menu point to **Insert Band**, and then click **PageFooter**. + + ![eurd-win-add-page-footer](../../../images/eurd-win-add-page-footer.png) +- Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) to the **PageFooter** band. + + ![eurd-win-drop-page-info](../../../images/eurd-win-drop-page-info.png) +- To change the control's display format, click its smart tag, and in the invoked actions list, specify the **Text Format String** property (e.g., **Page {0} of {1}**, to display the current page number out of the total number of pages). + + ![eurd-win-pageinfo-formatstring](../../../images/eurd-win-pageinfo-formatstring.png) + +The following image illustrates the resulting report: + +![eurd-win-pageinfo_result](../../../images/eurd-win-pageinfo_result.png) + +## Add Page Numbers for Groups +Do the following to make your report display page numbers for groups or detail reports: + +- Add the **GroupFooter** band. To do this, right-click anywhere on the report's surface, and in the invoked menu, point to **Insert Band** and click **GroupFooter**. + + ![eurd-win-add-groupfooter](../../../images/eurd-win-add-groupfooter.png) + + > [!NOTE] + > You can force the group header and/or the group footer to be repeated on each page, using the GroupBand's **Repeat Every Page** property. +- Next, force each new group to start on a separate page. Otherwise, group page numbers will be calculated incorrectly. + + To do this, select the Group Footer, and set its **Page Break** property to *After the Band*. + + ![eurd-win-pageinfo-pagebreak](../../../images/eurd-win-pageinfo-pagebreak.png) +- Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the **GroupFooter** (or **GroupHeader**) band. + + ![eurd-win-droppageinfo-to-grou-footer.png](../../../images/eurd-win-droppageinfo-to-grou-footer.png) +- Select the created control, and set its **Running Band** property to *GroupHeader1*. + + ![eurd-win-pageinfo-runningband](../../../images/eurd-win-pageinfo-runningband.png) + + > [!TIP] + > You can use the **Text Format String** and **Page Information** properties to adjust the way the control represents its contents. + +The following image illustrates the resulting report: + +![eurd-win-pagenumbers-for-groups](../../../images/eurd-win-pagenumbers-for-groups.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-new-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-new-reports.md new file mode 100644 index 0000000000..88b1a670b0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/add-new-reports.md @@ -0,0 +1,51 @@ +--- +title: Add New Reports +author: Mary Sammal +--- +# Add New Reports + +This topic explains how to create a new report in the Report Designer. + +> [!Tip] +> Before you start, make sure to [back up the current report](save-reports.md). + +## Create a New Blank Report + +You can use one of the following commands to create a new report. The created report contains three [bands](introduction-to-banded-reports.md) - **Top Margin**, **Detail**, and **Bottom Margin**. Refer to the [Use Report Elements](use-report-elements.md) section for information on how to add controls to the report. + +### Use the Ribbon's Home Tab + +Click **New Report**. + +![eurd-win-home-tab-create-new-report](../../images/eurd-win-home-tab-create-new-report.png) + +### Use the Ribbon Application Menu + +Click the application button and then **New Report**. + +![eurd-win-application-menu-new-report](../../images/eurd-win-application-menu-new-report.png) + +### Use a Shortcut + +You can also use the CTRL+N shortcut to create a new report. + + +## Create a New Report Using the Report Wizard + +The following commands run the [Report Wizard](report-designer-tools/report-wizard.md). Go through the wizard's pages to get a predesigned report. + +### Use the Ribbon's Home Tab + +Click **New Report** and then **New Report via Wizard...**. + +![eurd-win-press-new-report-via-wizard](../../images/eurd-win-press-new-report-via-wizard.png) + +### Use the Ribbon Application Menu + +Click the application button and then choose **New Report** | **New Report via Wizard...**. + +![eurd-win-application-button-new-report-using-repor-wizard](../../images/eurd-win-application-button-new-report-using-repor-wizard.png) + +### Use a Shortcut + +You can also use the CTRL+W shortcut to run the [Report Wizard](report-designer-tools/report-wizard.md). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md index aa22d036dd..3c5c3b91ac 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md @@ -9,15 +9,15 @@ This tutorial describes how to bind a report to data obtained from a CSV file: 1. [Create a new report](../add-new-reports.md). 2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) 3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Excel File** and click **Next**. - ![](../../../../images/eurd-win-data-source-wizard-select-excel-data-source.png) + ![](../../../images/eurd-win-data-source-wizard-select-excel-data-source.png) 4. On the next wizard page, click the ellipsis button and locate the required CSV file or enter the full path to the file. - ![](../../../../images/eurd-win-data-source-wizard-select-csv-file.png) + ![](../../../images/eurd-win-data-source-wizard-select-csv-file.png) Click **Next** to proceed to the next wizard page. @@ -31,21 +31,21 @@ This tutorial describes how to bind a report to data obtained from a CSV file: Enable the **Trim Blanks** check box to delete all leading and trailing empty spaces from each value in the CSV file. - ![](../../../../images/eurd-win-data-source-wizard-select-csv-settings.png) + ![](../../../images/eurd-win-data-source-wizard-select-csv-settings.png) Specify required settings and click **Next**. 5. The next page allows you to select required columns and specify their settings. To include a column to the result data source, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. - ![eurd-win-exceldatasource_selectingcolumns](../../../../images/eurd-win-exceldatasource_selectingcolumns.png) + ![eurd-win-exceldatasource_selectingcolumns](../../../images/eurd-win-exceldatasource_selectingcolumns.png) On this page, you can also preview the result data by clicking the **Preview** button. - ![eurd-win-exceldatasource_datapreview](../../../../images/eurd-win-exceldatasource_datapreview.png) + ![eurd-win-exceldatasource_datapreview](../../../images/eurd-win-exceldatasource_datapreview.png) Click **Finish** to complete the wizard. The created data source becomes displayed in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source's hierarchy. -![](../../../../images/eurd-win-data-source-wizard-select-excel-result.png) \ No newline at end of file +![](../../../images/eurd-win-data-source-wizard-select-excel-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md new file mode 100644 index 0000000000..202081d7db --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md @@ -0,0 +1,52 @@ +--- +title: Bind a Report to a Database +author: Anna Gubareva +--- +# Bind a Report to a Database + +This tutorial demonstrates how to bind a report to a hierarchical data source and specify a master-detail relationship between data source queries: + +1. [Create a new report](../add-new-reports.md). +2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. + + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**. + + ![](../../../images/eurd-win-data-source-wizard-select-new-connection.png) + +4. On the next page, select **Microsoft SQL Server** and click **Next** to proceed. + + ![](../../../images/eurd-win-data-source-wizard.png) + +5. This page allows you to specify connection string parameters specific to the selected data source provider. + + Depending on the data provider selected, it may be necessary to specify additional connection options (such as the authentication type and database name) on this page. + + ![](../../../images/eurd-win-data-source-wizard-connection-settings.png) + + To proceed to the next wizard page, click **Next**. +6. On the next page, you can choose which tables, views and/or stored procedures to add to the report. + + To create a master-detail report, select two or more tables and click **Manage Relations**. + + ![](../../../images/eurd-win-data-source-wizard-select-tables.png) + + In the invoked editor, connect the required key fields (columns) using drag and drop. + + ![](../../../images/eurd-win-data-source-wizard-master-detail-relation-eidtor.png) + + Click **OK** to close the editor. + + > [!NOTE] + > When you are required to shape data at the level of a data source, you can create [custom queries](../report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) by expanding the **Queries** category and clicking the plus button. + > + > This will invoke the [Query Builder](../report-designer-tools/query-builder.md) where you can create complex queries by joining multiple tables, filtering, sorting and grouping their data, as well as calculating various aggregate functions. + > + > Although it is also possible to join different tables within a single query, creating hierarchical data sources is preferred in most cases to provide better performance (in general, master-detail reports are generated faster than similar-looking reports created by grouping "flat" data sources). + +Click **Finish** to complete the **Data Source Wizard**. If the selected queries or stored procedures contain any [parameters](specify-query-parameters.md), you can go to the [next wizard page](../report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md) and define their values. + +The newly created SQL data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). In both panels, you can right-click the data source to access its settings. + +![](../../../images/eurd-win-data-source-wizard-database-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md new file mode 100644 index 0000000000..3bab2171bf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md @@ -0,0 +1,82 @@ +--- +title: Bind a Report to a Federated Master-Detail Data Source +owner: Anna Gubareva +--- +# Bind a Report to a Federated Master-Detail Data Source + +This topic describes how to create a federated data source that retrieves data from multiple data sources. The topic also shows how to specify a master-detail relationship between these queries. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/blank-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that provides one data table. + +3. [Add an Excel data source](../bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. + + ![](../../../images/eurd-federated-datasource-excel-datasource.png) + +## Create Data Federation and Bind the Report to It + +1. Click the report's smart tag, expand the **Data Source** property's drop-down menu, and click **Add New DataSource**. + + ![](../../../images/eurd-add-federated-datasource.png) + +2. In the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. + + ![](../../../images/eurd-data-federation-wizard.png) + +3. On the next page, enable check boxes for the SQL data source's table and the Excel data source. The selected items are included in data federation as separate queries. + + Click **Manage Relations** to specify a master-detail relationship between these queries. + + ![](../../../images/eurd-data-federation-choose-data-for-separate-queries.png) + +4. In the invoked editor, drag and drop the key field from the master query to the detail query. + + ![](../../../images/eurd-data-federation-master-detail-relationship.png) + +5. Click **OK** to close the editor. Click **Finish** to complete the Data Source Wizard. + +The Data Source Wizard creates a new **FederationDataSource** that includes two queries with a master-detail relationship. This data source becomes available in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source's structure. + +![](../../../images/eurd-data-federation-master-detail-data-source-structure.png) + +The Data Source Wizard specifies query names as follows: + +* If the initial data source contains data at the root level (as the Excel data source), the federated query's name equals to the data source name. +* If the initial data source contains one or more queries (as the SQL data source), the federated query's name consists of the data source name and query name separated by an underscore. + +You can rename queries in the **Manage Queries** dialog. To invoke it, right-click the data source in the Field List or Report Explorer and select **Manage Queries** in the context menu. + +![](../../../images/eurd-data-federation-master-detail-rename-queries.png) + +The master-detail relationship's name changes accordingly. + +![](../../../images/eurd-data-federation-master-detail-new-query-names.png) + +Once you rename the query, update the report's **Data Member** property. + +![](../../../images/eurd-data-federation-master-detail-report-data-source-property.png) + +## Design the Report Layout + +1. Click the report's smart tag and select **Design in Report Wizard**. + + ![](../../../images/eurd-data-federation-master-detail-design-in-report-wizard.png) + +2. In the invoked [Report Wizard](../report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. + + ![](../../../images/eurd-data-federation-report-wizard-table-report.png) + +3. Select data members for the report and its [detail reports](../create-reports/master-detail-reports-with-detail-report-bands.md). Select data fields to display in the report and click **Finish**. You can also go to the [next page](../report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. + + ![](../../../images/eurd-data-federation-master-detail-report-wizard-select-fields.png) + +The resulting layout looks similar to the following image: + +![](../../../images/eurd-data-federation-master-detail-report-layout-result.png) + +Switch to the Preview mode to see the report document. + +![](../../../images/eurd-data-federation-master-detail-report-document-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md new file mode 100644 index 0000000000..57d9f9a113 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md @@ -0,0 +1,109 @@ +--- +title: Bind a Report to a Join-Based Federated Data Source +owner: Anna Gubareva +--- +# Bind a Report to a Join-Based Federated Data Source + +This topic describes how to create a federated data source that joins data from multiple data sources into a single query. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/blank-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that provides one data table. + +3. [Add an Excel data source](../bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. + + ![](../../../images/eurd-federated-datasource-excel-datasource.png) + +## Create Data Federation and Bind the Report to It + +1. Click the report's smart tag, expand the **Data Source** property's drop-down menu, and click **Add New DataSource**. + + ![](../../../images/eurd-add-federated-datasource.png) + +2. In the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. + + ![](../../../images/eurd-data-federation-wizard.png) + +3. On the next page, click **Add Query**. + + ![](../../../images/eurd-data-federation-wizard-add-query.png) + +4. In the invoked [Query Builder](../report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. + + ![](../../../images/eurd-data-federation-query-builder-drop-table.png) + +5. Drag and drop the Excel data source onto the design surface. In the invoked **Join Editor**, select the **Inner join** type and create a relationship based on the key field. + + ![](../../../images/eurd-data-federation-query-builder-join-tables.png) + +6. Enable checkboxes for the data fields you want to include in the query result set. + + ![](../../../images/eurd-data-federation-query-builder-select-fields.png) + + You can specify a different name for a field. Click the field's **Alias** cell and type the alias. + + ![](../../../images/eurd-data-federation-query-builder-specify-alias.png) + + Use the grid's empty line to add an unbound field to a query. Click the field's ellipsis button to invoke the [Expression Editor](../use-expressions.md) and construct an expression that specifies the field's value. + + ![](../../../images/eurd-data-federation-query-builder-construct-expression.png) + +7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. + +The Wizard creates a new **FederationDataSource** that includes the single query. This data source becomes available in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + +![](../../../images/eurd-data-federation-data-source-structure.png) + +The federated query’s default name equals to the main table’s name (the **Categories** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. + +![](../../../images/data-federation-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../../images/data-federation-manage-queries-dialog.png) + +Double-click the table name in the left menu and use the editor to change this name. + +![](../../../images/data-federation-change-query-name.png) + +Besides renaming table names, you can also use the **Manage Queries** dialog to add, modify, or delete queries. + +To add a new query, click the Add button in the left menu. + +![](../../../images/data-federation-add-new-query.png) + +Double-click a table or drag-and-drop it onto the right surface to add the table to the query. + +![](../../../images/data-federation-add-table-to-query.png) + +Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. + +![](../../../images/data-federation-configure-data-fields.png) + +Once you rename the query, update the report's **Data Member** property. + +![](../../../images/eurd-data-federation-report-data-source-property.png) + +## Design the Report Layout + +1. Click the report's smart tag and select **Design in Report Wizard**. + + ![](../../../images/eurd-data-federation-design-in-report-wizard.png) + +2. In the invoked [Report Wizard](../report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. + + ![](../../../images/eurd-data-federation-report-wizard-table-report.png) + +3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to create the layout. + + ![](../../../images/eurd-data-federation-report-wizard-select-fields.png) + +The resulting layout looks similar to the following image: + +![](../../../images/eurd-data-federation-report-layout-result.png) + +Switch to the Preview mode to see the report document. + +![](../../../images/eurd-data-federation-report-document-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md similarity index 75% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md index 2ba4a09e10..0872a4915c 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md @@ -11,19 +11,19 @@ author: Eugene Polevikov Click the report's smart tag, expand the drop-down menu for the **Data Source** property in the "Report Tasks" list, and click **Add Report Data Source**. -![Invoke the Data Source Wizard](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) +![Invoke the Data Source Wizard](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) ## Select the MongoDB Data Source Select **MongoDB** in the invoked **Data Source Wizard** and click *Next*. -![Select the MongoDB Data Source](../../../../images/data-source-wizard-select-mongodb.png) +![Select the MongoDB Data Source](../../../images/data-source-wizard-select-mongodb.png) ## Specify Connection Properties Paste the entire string or enter connection fields individually. Refer to the following topic for information on connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). -![Specify connection properties](../../../../images/data-source-wizard-specify-connection-properties.png) +![Specify connection properties](../../../images/data-source-wizard-specify-connection-properties.png) ## Specify Data Queries @@ -31,13 +31,13 @@ On the next page, choose database collections that you want to load from the Mon The names of queries to database collections should be unique. A string stored in a query's **Collection** column is the default name for this query. To create several queries to the same database collection, use the **Alias** column to specify different names for these queries. -![Configure queries to a MongoDB instance](../../../../images/data-source-wizard-configure-queries.png) +![Configure queries to a MongoDB instance](../../../images/data-source-wizard-configure-queries.png) ## Use the Created MongoDB Data Source The created data source appears in the [Field List](../report-designer-tools/ui-panels/field-list.md) and [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). -![MongoDB data source in the Field List and Report Explorer](../../../../images/field-list-report-explorer-mongodb-data-source.png) +![MongoDB data source in the Field List and Report Explorer](../../../images/field-list-report-explorer-mongodb-data-source.png) You can bind report controls to the fields from this data source. Refer to the following topic for more information: [Bind Report Controls to Data](../use-report-elements/bind-controls-to-data.md) @@ -45,12 +45,12 @@ You can bind report controls to the fields from this data source. Refer to the f You can change connection parameters and modify queries for the created data source. Right-click the data source node in the **Field List** or **Report Explorer** and select **Configure Connections** or **Manage Queries**. -![Modify MongoDB Data Source](../../../../images/field-list-manage-mongodb-data-source.png) +![Modify MongoDB Data Source](../../../images/field-list-manage-mongodb-data-source.png) Reconfigure the connection parameters or queries in the invoked **Connection Editor** and click *Finish*. -![Reconfigure MongoDB Data Source](../../../../images/field-list-reconfigure-mongodb-data-source.png) +![Reconfigure MongoDB Data Source](../../../images/field-list-reconfigure-mongodb-data-source.png) Right-click the data source node and select **Rebuild Result Schema** to apply the changes. -![Rebuild Result Schema](../../../../images/field-list-rebuild-result-schema-mongodb-data-source.png) \ No newline at end of file +![Rebuild Result Schema](../../../images/field-list-rebuild-result-schema-mongodb-data-source.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md index c53bfe8997..96b7800a97 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md @@ -9,37 +9,37 @@ This tutorial demonstrates how to bind a report to a stored procedure provided b 1. [Create a new report](../add-new-reports.md). 2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) 3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**. - ![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png) + ![](../../../images/eurd-win-data-source-wizard-select-new-connection.png) 4. On the next page, select **Microsoft SQL Server** and click **Next** to proceed. - ![](../../../../images/eurd-win-data-source-wizard.png) + ![](../../../images/eurd-win-data-source-wizard.png) 5. On the next page, configure connection parameters. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. - ![](../../../../images/eurd-win-data-source-wizard-connection-settings.png) + ![](../../../images/eurd-win-data-source-wizard-connection-settings.png) To proceed to the next wizard page, click **Next**. 6. On the next page, you can choose which tables, views and/or stored procedures to add to the report. Expand the **Stored Procedures** category, select the required stored procedure from the list of available stored procedures and click **Next**. - ![](../../../../images/eurd-win-data-source-wizard-select-stored-procedure.png) + ![](../../../images/eurd-win-data-source-wizard-select-stored-procedure.png) 7. Then, the wizard generates query parameters for each stored procedure parameter. The next wizard page presents the generated query parameters. You can assign a static value or an expression to a parameter. In addition, you can map a report parameter to a query parameter. This is helpful when you specify parameter values in the report's Preview. For details on how to configure query parameters, refer to the [Specify Query Parameters](specify-query-parameters.md) topic. Click the **Preview** button and select a query to preview the result of the stored procedure execution with the specified parameters. - ![](../../../../images/eurd-win-data-source-wizard-stored-procedure-parameters.png) + ![](../../../images/eurd-win-data-source-wizard-stored-procedure-parameters.png) The following image demonstrates the **Data Preview** displaying the resulting data sample. Click **Close** to exit the preview. - ![](../../../../images/eurd-win-data-source-wizard-stored-procedure-preview.png) + ![](../../../images/eurd-win-data-source-wizard-stored-procedure-preview.png) If a stored procedure returns multiple result tables, the **Data Preview** window displays a drop-down list with all these tables, so you can choose and preview any of them. - ![](../../../../images/stored-procedure-with-multiple-data-tables-preview.png) + ![](../../../images/stored-procedure-with-multiple-data-tables-preview.png) If a stored procedure accepts query parameters, the procedure is executed with the following parameter values when you click **Preview**: diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md new file mode 100644 index 0000000000..0208142752 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md @@ -0,0 +1,170 @@ +--- +title: Bind a Report to a Transformation-Based Data Source +author: Eugene Polevikov +--- + +# Bind a Report to a Transformation-Based Data Source + +If you bind a report to a [JSON](bind-a-report-to-json-data.md), [Object](bind-a-report-to-an-object-data-source.md), [Entity Framework](bind-a-report-to-an-entity-framework-data-source.md), or [XPO](bind-a-report-to-an-xpo-persistent-object.md) data source that contains a collection property, you can flatten the data source structure: + +![](../../../images/federated-data-source-transformation.png) + +This tutorial illustrates how to use the **Federation Data Source**'s **Transformation** mode to flatten a JSON Data Source that contains a collection property. + +## Create a Report and Bind it to a Data Source + +1. [Create a new blank report](../add-new-reports.md) + +2. [Add a JSON data source](bind-a-report-to-json-data.md) + + This tutorial uses the following JSON string: + + ``` + [ + { + "CategoryId": 1, + "CategoryName": "Beverages", + "Description": "Soft drinks, coffees, teas, beers, and ales", + "Products": [ + { + "ProductId": 1, + "ProductName": "Chai", + "SupplierId": 1, + "CategoryId": 1, + "QuantityPerUnit": "10 boxes x 20 bags", + "UnitPrice": 18.0000, + "UnitsInStock": 39, + "UnitsOnOrder": 0, + "ReorderLevel": 10, + "Discontinued": false, + "Supplier": null + }, + { + "ProductId": 2, + "ProductName": "Chang", + "SupplierId": 1, + "CategoryId": 1, + "QuantityPerUnit": "24 - 12 oz bottles", + "UnitPrice": 19.0000, + "UnitsInStock": 17, + "UnitsOnOrder": 40, + "ReorderLevel": 25, + "Discontinued": false, + "Supplier": null + } + ] + }, + { + "CategoryId": 2, + "CategoryName": "Condiments", + "Description": "Sweet and savory sauces, relishes, spreads, and seasonings", + "Products": [ + { + "ProductId": 3, + "ProductName": "Aniseed Syrup", + "SupplierId": 1, + "CategoryId": 2, + "QuantityPerUnit": "12 - 550 ml bottles", + "UnitPrice": 10.0000, + "UnitsInStock": 13, + "UnitsOnOrder": 70, + "ReorderLevel": 25, + "Discontinued": false, + "Supplier": null + }, + { + "ProductId": 4, + "ProductName": "Chef Anton's Cajun Seasoning", + "SupplierId": 2, + "CategoryId": 2, + "QuantityPerUnit": "48 - 6 oz jars", + "UnitPrice": 22.0000, + "UnitsInStock": 53, + "UnitsOnOrder": 0, + "ReorderLevel": 0, + "Discontinued": false, + "Supplier": null + } + ] + } + ] + ``` + +The [Field List](../report-designer-tools/ui-panels/field-list.md) displays the created JSON data source. + +![](../../../images/federated-data-source-json-field-list.png) + +## Create Data Federation and Transform the Data Source + +1. Click the report's smart tag, expand the **DataSource** property's drop-down menu, and click **Add Report Data Source**. + + ![](../../../images/federated-data-source-add-federated-data-source.png) + +2. In the invoked **Data Source Wizard**, select **Data Federation** and click **Next**. + + ![](../../../images/eurd-data-federation-wizard.png) + +3. On the next page, click **Add Query**. + + ![](../../../images/federated-data-source-add-query.png) + +4. In the invoked [Query Builder](../report-designer-tools/query-builder.md), select the **Transformation** query type. Select the data source or query that contains columns you want to transform. Select the **Transform** check box next to the column you need to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. + + ![](../../../images/federated-data-source-transformation-query.png) + + Click **OK** to create the query and click **Finish** to create the data source. + +The **Field List** displays the created Federation Data Source. + +![](../../../images/federated-data-source-result.png) + +## Prepare the Report Layout + +1. Set the **Landscape** orientation for report pages. Select the report and switch to the **Properties** panel. Enable the **Landscape** property. + + ![Set Landscape Page Orientation](../../../images/federated-data-source-landscape-orientation.png) + +2. Drop data fields from the **Field List** onto the report's [Detail](../introduction-to-banded-reports.md) band. Hold CTRL or SHIFT and click the fields to select multiple fields. + + ![Drop Fields Onto the Report](../../../images/federated-data-source-drop-fields.png) + +3. Add a **ReportHeader** band to the report. Right-click the report and select **Insert Band** / **ReportHeader**. + + ![Add Report Header](../../../images/federated-data-source-insert-reportheader.png) + +4. Create headers for the report columns. Select data fields and drop them onto the added **ReportHeader** band with the right mouse button. + + ![Drop Table Headers](../../../images/federated-data-source-drop-headers.png) + +5. Change header titles as necessary. Double-click a cell and type the new title. + + ![Change Header Titles](../../../images/federated-data-source-change-header-titles.png) + +6. Resize report columns. Select cells and drag their edges. + + ![Resize Table Cells](../../../images/federated-data-source-resize-cells.png) + +7. Change the header cells' appearance. Select cells and specify the following properties: + + | Property | Value | + | --- | --- | + | **Foreground Color** | White | + | **Background Color** | DimGray | + | **Padding** | 10, 10, 0, 0 | + | **Font** | Arial, 9pt, style=Bold | + + ![Change Cell Appearance](../../../images/federated-data-source-change-cell-appearance.png) + +8. Change the band heights to match the table rows. Select the bands and drag their edges the same way as for the table cells. + +9. Add a style for the table's even rows. Select **TableRow2** in the **Properties** window, expand the **Styles** property, and select **New** for the **Even Style** property. Then select **Style1** and set the **Background Color** property to **216, 216, 216**. + + ![Set Even Style](../../../images/federated-data-source-set-even-style.png) + +10. Format the price values. Select the cell that displays the **Products_UnitPrice** value and set its [Format String] to **{0:c2}**. + + ![Specify Cell Format](../../../images/federated-data-source-set-format-string.png) + +The report is ready. Upper-level data source records are repeated as many times as there are flattened records: + +![Records Repeated](../../../images/federation-data-source-report-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md new file mode 100644 index 0000000000..5f5b62046c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md @@ -0,0 +1,115 @@ +--- +title: Bind a Report to a Union-Based Federated Data Source +author: Mary Sammal +--- + +# Bind a Report to Union-Based Federated Data Source + +You can create a federated data source for your report to display data combined from several sources. This topic demonstrates how to use the **Union** and **UnionAll** operations to combine data into a single query. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/blank-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that provides one data table. + +3. [Add an Excel data source](../bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. + + ![](../../../images/DataFederationUnion-initial-data-sources.png) + +## Create Data Federation and Bind the Report to It + +1. Click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. + + ![](../../../images/DataFederationUnion-report-smart-tag.png) + +2. In the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. + + ![](../../../images/eurd-data-federation-wizard.png) + +3. On the next page, click **Add Query**. + + ![](../../../images/DataFederationUnion-wizard-add-query.png) + +4. In the invoked [Query Builder](../report-designer-tools/query-builder.md) (adapted to federated data sources), choose **Union** as a query type. + + ![**Union**](../../../images/DataFederationUnion-Switch-to-Union.png) + + Or you can choose **Union All**. + + ![**Union All**](../../../images/DataFederationUnion-Switch-to-UnionAll.png) + +5. Double-click the **Customers** table and the **Excel data source**. The two sources are added to the query. + + ![](../../../images/DataFederationUnion-Added-Sources.png) + + The query includes only fields that have identical names and types in the origin sources. + + + ![](../../../images/DataFederationUnion-Common-Fields.png) + +6. Rename fields. + + + ![](../../../images/DataFederation-FieldAliases.png) + +7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. + +The Wizard creates a new **FederationDataSource** that includes the single **Customers** query. This data source becomes available in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + +![](../../../images/DataFederationUnion-data-source-structure.png) + +The federated query's default name equals to the first source's name (the **Customers** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. + +![](../../../images/DataFederationUnion-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../../images/data-federation-union-manage-queries-dialog.png) + +Double-click the table name in the left menu and use the editor to change this name. + +![](../../../images/data-federation-union-change-query-name.png) + +Besides renaming table names, you can also use the Manage Queries dialog to add, modify, or delete queries. + +To add a new query, click the Add button in the left menu. + +![](../../../images/data-federation-union-add-new-query.png) + +Double-click a table or drag-and-drop it onto the right surface to add the table to the query. + +![](../../../images/data-federation-union-add-table-to-query.png) + +Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. + +![](../../../images/data-federation-union-configure-data-fields.png) + +Once you rename the query, update the report's **DataMember** property. + +![](../../../images/DataFederationUnion-report-data-source-property.png) + +## Design the Report Layout + +1. Click the report's smart tag and select **Design in Report Wizard**. + + ![](../../../images/DataFederationUnion-design-in-report-wizard.png) + +2. In the invoked [Report Wizard](../report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. + + ![](../../../images/data-federation-report-wizard-table-report.png) + +3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. + + ![](../../../images/DataFederationUnion-report-wizard-select-fields.png) + +The resulting layout looks similar to the following image: + +![](../../../images/DataFederationUnion-report-layout-result.png) + +Switch to the Preview tab to see the report document. It displays contacts from the Customers and Suppliers tables. + +![](../../../images/DataFederationUnion-report-document-result-union.png) + +> [!Note] +> Duplicate contacts from the Customers and Suppliers tables are not removed in the **Union All** mode. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md new file mode 100644 index 0000000000..1063541500 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md @@ -0,0 +1,62 @@ +--- +title: Bind a Report to an Entity Framework Data Source +--- +# Bind a Report to an Entity Framework Data Source + +This document describes how to use an Entity Framework data source to bind a report to data provided by an Entity Framework data context: +## Create a Report + +[Create a new report](../add-new-reports.md). + +## Select a Data Source and Specify Data Context + +Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. + +![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select the **Entity Framework** and click **Next**. + +![](../../../images/eurd-win-data-source-wizard-select-ef.png) + +On the next page, select the required data context. You can bind it to an Entity Framework data context that is contained in either the current project assembly or a separate assembly. + +To use a data context that exists in the current project assembly, select it in the **Choose Context** list and click **Next**. + +![eurd-win-report-wizard-ef-datasource](../../../images/eurd-win-report-wizard-ef-datasource.png) + +## Select a Connection String + +On the next page, specify a connection string used to establish a data connection. The following options are available: +### Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![EF default connection string](../../../images/ef-default-connection-string-win.png) +### Custom Connection String + +Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. + +![eurd-winreport-wizard-ef-datasource](../../../images/eur-winreport-wizard-ef-datasource.png) + +### Predefined Connection String + +Select an existing connection string available in the current project. + +![eurd-winreport-wizard-ef-datasource](../../../images/eurd-winreport-wizard-ef-datasource.png) +## Add Stored Procedures (Optionally) + +The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. Click **Finish** to exit the wizard. + +![](../../../images/eurd-win-data-source-wizard-ef-stored-procedures.png) + +## Apply Filter Criteria + +On the last page, you can apply filter criteria to the resulting query. Click Finish to create the data source. + +![eurd-win-ef-datasource-configure-filters-finish](../../../images/eurd-win-ef-datasource-configure-filters-finish.png) + +## Result + +The newly created data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). + +![](../../../images/eurd-win-data-source-wizard-ef-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md new file mode 100644 index 0000000000..93de540138 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md @@ -0,0 +1,48 @@ +--- +title: Bind a Report to an Excel Workbook +author: Anna Gubareva +--- +# Bind a Report to an Excel Workbook + + +This tutorial describes how to bind a report to data obtained from a Microsoft Excel workbook: + +1. [Create a new report](../add-new-reports.md). +2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. + + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Excel File** and click **Next**. + + ![](../../../images/eurd-win-data-source-wizard-select-excel-data-source.png) + +4. On the next wizard page, select a required Excel workbook. To do this, click the ellipsis button and locate the source file or enter the full path to this file. The XLS, XLSX and XLSM formats are supported. + + ![eurd-win-selectexcelworkbook](../../../images/eurd-win-selectexcelworkbook.png) + + Click **Next** to proceed to the next wizard page. +5. The next wizard page allows you to specify import settings. + + Enable the first check box to use values of the first row as field names. If you disable this option, values of the first row will be imported as data and field names will be generated automatically. You can also specify whether to include empty rows to the result data source and whether to skip hidden rows and columns. + + ![eurd-win-exceldatasource_specifyingimportoptions](../../../images/eurd-win-exceldatasource_specifyingimportoptions.png) + + Specify required settings and click **Next**. +6. On the next wizard page specify from which part of the workbook to extract data. All worksheets, tables and named regions existing in the workbook are listed here. + + ![eurd-win-exceldatasource_choosingtablesheetrange](../../../images/eurd-win-exceldatasource_choosingtablesheetrange.png) +7. The next wizard page allows you to select required columns and specify their settings. + + To include a column to the resulting data source, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. + + ![eurd-win-exceldatasource_selectingcolumns](../../../images/eurd-win-exceldatasource_selectingcolumns.png) + + On this page, you can also preview the resulting data by clicking the **Preview...** button. + + ![eurd-win-exceldatasource_datapreview](../../../images/eurd-win-exceldatasource_datapreview.png) + + Click **Finish** to complete the wizard. + +The created data source becomes displayed in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source's hierarchy. + +![](../../../images/eurd-win-data-source-wizard-select-excel-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md new file mode 100644 index 0000000000..ed1ecd9a5d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md @@ -0,0 +1,45 @@ +--- +title: Bind a Report to an Object Data Source +author: Anna Gubareva +--- +# Bind a Report to an Object Data Source + +This tutorial describes how to bind a report to an object data source: + +1. [Create a new report](../add-new-reports.md). +2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. + + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +3. On the next wizard page, choose the **Object Binding** option and click **Next**. + + ![](../../../images/eurd-win-data-source-wizard-select-object-binding.png) + +4. The following wizard page allows you to select an assembly that contains the data source's class type definition. Use the **Show only highlighted assemblies** checkbox to exclude irrelevant assemblies from this list. + + ![](../../../images/eurd-win-data-source-wizard-object-select-assembly.png) + +5. On the next wizard page, select a data source type. Enable the **Show only highlighted types** checkbox to hide irrelevant classes from this list. + + ![](../../../images/eurd-win-data-source-wizard-object-select-type.png) + +6. The next wizard page enables you to select whether to obtain the data source schema (enabling you to edit the report layout without having access to the actual underlying data) or retrieve the actual data from the data source. Choose the second option and click **Next**. + + ![](../../../images/eurd-win-data-source-wizard-object-select-binding-mode.png) + +7. On the following wizard page, select a data source constructor and click **Next**. Use the **Show only highlighted constructors** checkbox to exclude irrelevant constructors from this list. + + ![](../../../images/eurd-win-data-source-wizard-object-select-constructor.png) + +8. The next wizard page allows you to specify the constructor parameters. + + Enabling the checkbox in the **Expression** column allows you to specify the parameter expression (using the **Expression Editor**), as well as pass an existing [report parameter](../use-report-parameters.md) to the constructor (or create a new report parameter using the in-place editor). + + ![](../../../images/eurd-win-data-source-wizard-object-constructor-parameters.png) + + Click **Finish** to complete the wizard. + +The newly created data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). + +![](../../../images/eurd-win-data-source-wizard-object-result.png) + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md similarity index 78% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md index df4940ad44..b2c0eb3515 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md @@ -10,29 +10,29 @@ This tutorial demonstrates how to bind a report to data stored in an external XM 2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) 3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Database** and click **Next**. - ![](../../../../images/eurd-win-data-source-wizard-xml.png) + ![](../../../images/eurd-win-data-source-wizard-xml.png) 4. The next page allows you to specify whether you want to use an existing data connection or create a new data connection. Select the first option and click **Next**. - ![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png) + ![](../../../images/eurd-win-data-source-wizard-select-new-connection.png) 5. On the next page, specify the path to the database file. - ![](../../../../images/eurd-win-data-source-wizard-select-xml-file.png) + ![](../../../images/eurd-win-data-source-wizard-select-xml-file.png) To proceed to the next wizard page, click **Next**. 6. On the next page, you can choose which tables, views and/or stored procedures to add to the report. You can also construct custom queries using the [Query Builder](../report-designer-tools/query-builder.md). Click **Finish** to exit the wizard. - ![](../../../../images/eurd-win-data-source-wizard-select-xml-table.png) + ![](../../../images/eurd-win-data-source-wizard-select-xml-table.png) > [!NOTE] > Some of the data shaping capabilities available to SQL data sources (such as sorting, grouping and filtering data, as well as using aggregate functions) are not supported for XML files. The newly created SQL data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). -![](../../../../images/eurd-win-data-source-wizard-xml-file-result.png) \ No newline at end of file +![](../../../images/eurd-win-data-source-wizard-xml-file-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md index df04fd0c09..f0e70f4ced 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md @@ -1,5 +1,4 @@ --- -uid: '400274' title: 'Bind a Report to an XPO Persistent Object' --- @@ -13,42 +12,40 @@ This topic describes how to bind a report to XPO data at design time. 2. Click the report's smart tag. In the invoked action list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) This invokes the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). 3. Choose the **XPO** option and click **Next**. - ![](../../../../images/eurd-win-report-wizard-select-xpo-data-source.png) + ![](../../../images/eurd-win-report-wizard-select-xpo-data-source.png) 4. The following wizard page lists your application project's persistent object classes. Choose one entity type. - ![object-data-source-add-report](../../../../images/eurd-win-XPO-choose-entity-type.png) + ![object-data-source-add-report](../../../images/eurd-win-XPO-choose-entity-type.png) 5. On the next page, specify whether to use an existing data connection or create a new data connection. - ![](../../../../images/eurd-win-xpo-choose-data-connection.png) + ![](../../../images/eurd-win-xpo-choose-data-connection.png) 6. To create a new data connection, select a data provider or define a custom connection string. Specify provider-specific connection options (for example, the authentication type and database name). - ![](../../../../images/eurd-win-xpo-specify-connection.png) + ![](../../../images/eurd-win-xpo-specify-connection.png) Finish the wizard. At this step, the wizard creates an **XPObjectSource** component. This component retrieves all the properties the chosen entity type includes. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. -![](../../../../images/eurd-win-XPO-field-list.png) +![](../../../images/eurd-win-XPO-field-list.png) You can [customize the field list](#change-the-property-set) and set up the component's settings after you finish the wizard. - - ## Customize Data Source Settings You can customize the created **XPObjectSource** component's settings. To do this, select this component in the [Report Explorer](../report-designer-tools/ui-panels/Report-Explorer.md) and switch to the Property grid. -![](../../../../images/eurd-win-XPObjectSource-PropertyGrid.png) +![](../../../images/eurd-win-XPObjectSource-PropertyGrid.png) These settings allow you to specify which data to retrieve from the data source. @@ -59,17 +56,17 @@ These settings allow you to specify which data to retrieve from the data source. Use the **ConnectionStringName** property to change the connection string name only or the **ConnectionString** property to reconfigure a connection string. These properties are available in the Property Grid. -![](../../../../images/eurd-win-XPObjectSource-Connection-properties.png) +![](../../../images/eurd-win-XPObjectSource-Connection-properties.png) You can also right-click the **XPObjectSource** component in the Report Explorer and choose **Configure Connection...** to invoke the wizard and reconfigure the connection string. -![](../../../../images/eurd-win-XPObjectSource-configure-connection.png) +![](../../../images/eurd-win-XPObjectSource-configure-connection.png) ### Change the Entity Type Use the **EntityType** property to specify another persistent object class. -![](../../../../images/eurd-win-XPObjectSource-EntityType-Property.png) +![](../../../images/eurd-win-XPObjectSource-EntityType-Property.png) This reloads the Field List. It displays the fields that correspond to the the newly specified type. You can bind report elements to these fields. @@ -77,11 +74,11 @@ This reloads the Field List. It displays the fields that correspond to the the n XPO loads all the persistent properties that the specified entity type exposes. You can use the **XPObjectSource** component's **Properties** property to customize the properties set. -![](../../../../images/eurd-win-XPO-Properties-property.png) +![](../../../images/eurd-win-XPO-Properties-property.png) Click the **Properties** property's ellipsis button. This invokes the **Properties Collection Editor**. -![](../../../../images/eurd-win-XPO-Properties-Collection-Editor.png) +![](../../../images/eurd-win-XPO-Properties-Collection-Editor.png) You can specify the following options for the newly added properties: @@ -102,7 +99,7 @@ You can specify the following options for the newly added properties: Use the **Clear Properties** command to clear the **Properties** collection and the **Populate Properties** command to add all the properties the entity type exposes. -![XPObjectSource-change-properties](../../../../images/eurd-win-XPO-change-properties.png) +![XPObjectSource-change-properties](../../../images/eurd-win-XPO-change-properties.png) The Field List contains the fields that correspond to the **Properties** collection's properties. If this collection is empty, the Field List reflects the data source structure. @@ -111,13 +108,13 @@ The Field List contains the fields that correspond to the **Properties** collect Use the **XPObjectSource**'s **Filter** property to specify a filter expression for the data XPO retrieves from the data source. -![XPObjectSource-Filter-property](../../../../images/eurd-win-XPO-Filter-property.png) +![XPObjectSource-Filter-property](../../../images/eurd-win-XPO-Filter-property.png) ### Retrieve Sorted Data Use the **XPObjectSource**'s **Sorting** property to specify sort settings for the retrieved data. -![XPObjectSource-Sorting-property](../../../../images/eurd-win-XPO-Sorting-property.png) +![XPObjectSource-Sorting-property](../../../images/eurd-win-XPO-Sorting-property.png) The **XPObjectSource** supports multiple column sorting. You can also specify a sorting expression for the data XPO retrieves from the data source. @@ -125,7 +122,7 @@ The **XPObjectSource** supports multiple column sorting. You can also specify a Use the **XPObjectSource**'s **GroupFilter property to filter data on the server against values of the [grouped properties](#change-the-property-set). -![PObjectSource-GroupFilter-property](../../../../images/eurd-win-XPO-GroupFilter-property.png) +![PObjectSource-GroupFilter-property](../../../images/eurd-win-XPO-GroupFilter-property.png) > [!Note] > The **Group Filter** property is available when the **Properties** collection in not empty and has at least one property with an enabled **Group** flag. @@ -134,7 +131,7 @@ Use the **XPObjectSource**'s **GroupFilter property to filter data on the server Use the following properties to limit the number of records XPO retrieves from the server: -![XPObjectSource-Limit-the-Number](../../../../images/eurd-win-XPO-Limit-the-Number.png) +![XPObjectSource-Limit-the-Number](../../../images/eurd-win-XPO-Limit-the-Number.png) - **Top Returned Records** Specifies the number of the top records in the data source XPO retrieves for the report. @@ -149,7 +146,7 @@ Use the following properties to limit the number of records XPO retrieves from t You can define parameters and use them in **Properties**, **Filter**, **Sorting** and **GroupFilter** expressions. -![XPObjectSource-Parameters-property](../../../../images/eurd-win-XPO-Parameters-property.png) +![XPObjectSource-Parameters-property](../../../images/eurd-win-XPO-Parameters-property.png) The following properties are available for each query parameter: @@ -168,13 +165,13 @@ You can set a parameter to a static value or generate it dynamically based on an Choose a query parameter's value type and set a static value to the **Value** property according to the selected type. - ![](../../../../images/eurd-win-XPObjectSource-Static-Parameter.png) + ![](../../../images/eurd-win-XPObjectSource-Static-Parameter.png) - _Provide a dynamic value_ Activate the Expression checkbox for a parameter. - ![](../../../../images/eurd-win-XPObjectSource-Dynamic-Parameter-Value.png) + ![](../../../images/eurd-win-XPObjectSource-Dynamic-Parameter-Value.png) The following three options are available to dynamically calculate the parameter's actual value: diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md new file mode 100644 index 0000000000..7893f65c45 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md @@ -0,0 +1,111 @@ +--- +title: 'Bind a Report to JSON Data' +--- + +# Bind a Report to JSON Data + +This topic describes how to bind a report to JSON data. + +## Create JsonDataSource + +1. [Create a new report](../add-new-reports.md). + +2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **DataSource** property and click **Add New Data Source...** + + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + + This invokes the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). + +3. Choose the **JSON** option and click **Next**. + + ![JSON-SelectJSONDataSource](../../../images/eurd-win-JSON-SelectJSONDataSource.png) + + > [!Note] + > The Report Designer's Report Wizard provides the JSON option if the application has a reference to the open-source Newtonsoft.Json library for .NET Framework projects. + +4. The next wizard page allows you to specify a Web Service Endpoint, a filename, or a string with JSON data. In this example, the JSON data is obtained from a [JSON sample data location](https://northwind.now.sh/api/customers). + + - Choose **Web Service Endpoint** and specify the endpoint data. + + ![](../../../images/eurd-win-JSON-URISource.png) + + - Choose **JSON File** and specify the JSON file location. + + ![](../../../images/eurd-win-JSON-File.png) + + - Choose **JSON String** and provide the JSON data string. + + ![](../../../images/eurd-win-JSON-String.png) + + If you choose the **Web Service Endpoint** option, you can configure a web service endpoint, URI path parameters, query parameters, and header parameters. + + 4.1. Specify path parameters and query parameters. + + ![JSON-specify-request-parameters](../../../images/eurd-win-JSON-specify-request-parameters.png) + + You can enable the new parameter's **Expression** property and [use expressions](../use-expressions.md) to set path parameter and query parameter values. + + - Select **Expression Editor** from the Value property's drop-down list, specify the expression in the invoked [Expression Editor](../use-expressions/expressions-overview.md#expression-editor), and click **OK**. + + ![JSON-specify-parameter-expression](../../../images/eurd-win-JSON-path-parameter-specify-expression.png) + + - Expressions can include [report parameters](../use-report-parameters.md). Select **New Report Parameter** from the **Value** property's drop-down list, configure the report parameter in the invoked **Report Parameter** dialog, and click **OK**. + + ![JSON-add-report-parameter](../../../images/eurd-win-JSON-add-report-parameter.png) + + > [!NOTE] + > The Data Source Wizard sends a request to the endpoint with the specified parameters to populate the data source and build the data source schema. Ensure that the parameters are always set to the values that the endpoint expects. Otherwise, the Data Source Wizard generates an error on the next steps. + > For instance, if a user specifies the name of a JSON file in a parameter, specify the default file name in order to avoid the *File Not Found* error. + + Path parameters and query parameters are included in endpoint requests in the same order as they are listed. Move a parameter up or down in the list to change its position in endpoint requests. + + The **Resulting URI** read-only field shows how the resulting JSON URI looks. + + ![JSON-resulting-uri](../../../images/eurd-win-JSON-resulting-uri.png) + + Click **Next** to proceed to the Wizard's next page. + + 4.2. Configure the Basic HTTP Authentication credentials and HTTP header parameters. Use the same steps as in P.4.1. above to configure a header parameter. + + ![JSON-header-parameters](../../../images/eurd-win-JSON-header-parameters.png) + + 4.3. Choose whether to save the created connection string to the application's configuration file. If not, the connection parameters are saved to the report's definition. + + ![JSON-save-connection-string](../../../images/eurd-win-JSON-save-connection-string.png) + + > [!Tip] + > If the path parameters, query parameters, and header parameters you specified do not contain sensitive data, you can save them along with the connection parameters. Otherwise, the path parameters, query parameters, and header parameters are used once to retrieve JSON data to an object in memory. This object is accessible until you close the Report Designer. + +5. On the next page, the wizard shows the structure of your JSON data. You can choose whether to include all records (root) or a subset of them to the datasource’s final set of records. + + ![](../../../images/JSON-SelectRootElement.png) + + Uncheck data fields that you do not want to include to your report. + + ![](../../../images/JSON-EnableDisableFields.png) + + Assign a title to a field’s Field Display Name column if you want to use this title as a default field name. + + ![](../../../images/JSON-EditFieldNames.png) + + The JSON Data Source Wizard analyzes only the first 100 records to generate field types. If your JSON data contains more than 100 records, you can use all of them for type generation. For this, click the Analyze all records button. + + ![](../../../images/json-wizard-analyze-all-records-button.png) + +After you finish the wizard, it creates the **JsonDataSource** component. This component retrieves the checked data fields that the selected JSON element includes. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + +![JSON-FieldList](../../../images/eurd-win-JSON-FieldList.png) + +## Customize the JSON Data Source + +Right-click the **JsonDataSource** component in the Field List or Report Explorer and choose **Edit...**. Specify another JSON data location and reconfigure data fields in the invoked wizard. + +![JSON-FieldList](../../../images/eurd-win-JSON-Edit.png) + + +## Customize the JSON Data Source Schema + +Right-click the **JsonDataSource** component in the Report Explorer and choose **Edit Schema...**. Reconfigure data fields in the invoked wizard page. + +![JSON-EditSchema](../../../images/eurd-win-JSON-EditSchema.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md new file mode 100644 index 0000000000..dd0b45f734 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md @@ -0,0 +1,35 @@ +--- +title: Data Binding Modes +author: Anna Gubareva +--- +# Data Binding Modes + +The Report Designer works in one of the following data binding modes: + +* **Expressions** is the default binding mode. + + This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](../use-expressions/expression-language.md#functions). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). + + Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. + + ![Property Marker](../../../images/eurd-win-binding-modes-property-marker.png) + + The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. + + ![Expression Editor](../../../images/eurd-win-binding-modes-expression-editor.png) + +* **Expressions Advanced** is the advanced Expression mode. + + This mode enables you to specify an expression that is evaluated within a control's specific event. + + ![property-grid-expression-advanced-tab](../../../images/eurd-win-binding-modes-expressions-advanced.png) + + The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](../use-expressions/expression-language.md) section. + + In the **BeforePrint** event, you can use data fields from all queries in the data source. + + ![Expression Editor for the BeforePrint event](../../../images/eurd-win-binding-modes-data-fields.png) + + In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](../use-expressions/expression-language.md) section. + + ![Expression Editor for the PrintOnPage event](../../../images/eurd-win-binding-modes-event-arguments.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md new file mode 100644 index 0000000000..de4969f5ee --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md @@ -0,0 +1,105 @@ +--- +title: Specify Query Parameters +author: Anna Gubareva +--- +# Specify Query Parameters + +This document provides general information on query parameters and describes common ways of utilizing parametrized SQL queries to filter data at the data source level. + +## Query Parameters Overview +A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. + +The query parameter value is inserted into the resulting SQL query string in the "\@QueryParameterName" placeholder's position. + +Query parameters are used in the following scenarios: + +* When filtering report data at the data source level using the [Query Builder](../report-designer-tools/query-builder.md). + + The Query Builder helps you construct SQL queries when creating a new data-bound report or [binding an existing report to an SQL data source](bind-a-report-to-a-database.md), + + ![](../../../images/eurd-win-query-parameters-create-query.png) + + ... or when adding queries to an existing SQL data source or editing existing queries. + + ![](../../../images/eurd-win-query-parameters-manage-queries-menu-item.png) + + You can filter the constructed queries using query parameters. Press the **Edit Parameters...** button to invoke the **Query Parameters** dialog. + + ![](../../../images/eurd-win-query-parameters-add-in-query-builder.png) + + Press the **Filter...** button to invoke the Filter Editor and filter data using the created query parameters. + + ![](../../../images/eurd-win-query-parameters-in-filter-editor.png) + + The criteria based on the specified query parameters are added as an SQL statement's WHERE part. + +* When [binding a report to a stored procedure](bind-a-report-to-a-stored-procedure.md) provided by an SQL data source. + + The Report Wizard, as well as the Data Source Wizard, include the **Create a query or select a stored procedure** page. If you select a stored procedure, the wizard creates a query parameter for each procedure parameter and allows you to configure the query parameters in the next **Configure query parameters and preview the result** page. + + ![](../../../images/eurd-win-query-parameters-for-stored-procedure.png) + +You can access query parameters using the **Parameters** property of the query the report's **SqlDataSource** component exposes. These parameters include the ones you created within the Query Builder or that were generated for the data source's stored procedure. You can also access the query’s filter string using the **Filter String** property. This filter string includes the filter that you specified in the Query Builder. + +![](../../../images/eurd-win-query-parameters-query-properties.png) + +You can add new query parameters in the Query Parameters dialog and modify the filter within the Filter Editor. + +## Configure Query Parameters +The following properties are available for each query parameter: + +* **Name** - specifies the parameter's name. +* **Type** - specifies the parameter value's data type. +* **Expression** - determines whether the actual parameter value is static or generated dynamically. +* **Value** - determines the query parameter's actual value. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression. This is useful when you map the query parameter value to the [report parameter](../use-report-parameters.md) value. Refer to the next document section for more information. + +## Provide the Query Parameter Value +Below, you can see how a value is specified for a query parameter within the Data Source Wizard's page. You can also specify query parameter values in the Report Wizard or the Query Parameters dialog in the same way. + +* **Specifying a static value** + + Choose a query parameter's value type and set a static value to the **Value** property according to the selected type. + + ![](../../../images/eurd-win-query-parameters-static-value.png) + +* **Providing a dynamic value** + + Activate the **Expression** checkbox for a parameter. + + The following three options are used to dynamically calculate the parameter's actual value: + + * Create a complex expression by expanding the **Value** property's drop-down list and selecting **Expression Editor**. + + ![](../../../images/eurd-win-query-parameters-dynamic-expression.png) + + Construct an expression in the invoked **Expression Editor**. + + ![](../../../images/eurd-win-query-parameters-expression-editor.png) + + * Map a new report parameter to a query parameter by expanding the **Value** property's drop-down list and selecting **New Report Parameter**. + + ![](../../../images/eurd-win-query-parameters-new-report-parameter.png) + + Specify report parameter settings in the invoked **Report Parameter** dialog. Remember to specify the report parameter type according to the type of the corresponding query parameter. Click **OK** to exit the dialog. + + ![](../../../images/eurd-win-query-parameters-report-parameter-settings.png) + + * Map a report parameter that already exists in a report to a query parameter by expanding the **Value** property's drop-down list and selecting the parameter you want to use. An appropriate expression string is generated automatically. + + ![](../../../images/eurd-win-query-parameters-existing-report-parameter.png) + +## Pass a Multi-Value Parameter Value to a Query +You can map [multi-value parameters](../use-report-parameters/multi-value-report-parameters.md) to query parameters. For instance, the following query selects the orders whose IDs can be found within the values the _\@OrderID_ query parameter provides. + +![](../../../images/eurd-win-query-parameters-map-to-multi-value-parameter.png) + +## Pass a Multi-Value Report Parameter Value to a Stored Procedure +You cannot pass a [multi-value parameter](../use-report-parameters/multi-value-report-parameters.md) value to a stored procedure directly. Use one of the following expression functions: + +* Use the [Join() expression function](../use-expressions/functions-in-expressions.md) to convert the array of parameter values to a string if you use MS SQL Server, MySQL or Oracle database systems. + + ![](../../../images/eurd-win-query-parameters-join-expression-function.png) + +* Use the [CreateTable() expression function](../use-expressions/functions-in-expressions.md) to prepare a table using values of several multi-value parameters. + + ![](../../../images/eurd-win-query-parameters-createtable-expression-function.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md new file mode 100644 index 0000000000..12cc59af9c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md @@ -0,0 +1,36 @@ +--- +title: Change a Report's Measurement Units +author: Natalia Kazakova +--- +# Change a Report's Measurement Units + +Most metrics of report elements (i.e., element locations, dimensions and margins) can be expressed in units that correspond to one of the following systems of measurement. + +* **Imperial system**: hundredths of an inch, inches. + + This is the default system that is assigned to each new report. +* **Metric system**: tenths of a millimeter, millimeters. +* **Screen coordinates**: pixels. + +To assign a system of measurements to a report, use its **Measure Units** property. You can specify this property in the report's smart tag: + +![](../../../images/eurd-win-measure-units-in-smart-tag.png) + +Alternatively, you can enable this property in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Behavior** tab: + +![](../../../images/eurd-win-measure-units-in-property-grid.png) + +> [!Note] +> Changing the system of measurement results in converting the corresponding property values and updating the layout of all report elements in the Report Designer. Notably, the system of measurement determines the minimum increment with which an element's [location and size](../use-report-elements/manipulate-report-elements/arrange-report-controls.md) can be changed. + +You can control whether to display exact element size while resizing. For this, toggle the **Dimension Notation** option in the View tab: + +![Report Designer - Control Dimension Notations Visibility in UI](../../../images/vs-dimension-notation-ui.png) + +The notation are based on a selected report unit: + +| System of Measurement | Displayed Unit | Image | +| --- | --- | --- | +| Imperial system | inches | ![Report Designer - Dimension Notations in inches](../../../images/vs-dimension-notation-imperial-unit.png) | +| Metric system | millimeters | ![Report Designer - Dimension Notations in millimeters](../../../images/vs-dimension-notation-metric-unit.png) | +| Screen coordinates | pixels |![Report Designer - Dimension Notations in pixels](../../../images/vs-dimension-notation-pixels-unit.png) | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md new file mode 100644 index 0000000000..d446247d3b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md @@ -0,0 +1,28 @@ +--- +title: Change a Report's Page Settings +author: Anna Gubareva +--- +# Change a Report's Page Settings + +In the Report Designer, page settings of a report can be specified in one of two ways. The first approach forces the default printer settings to be used when the report is printed, while the other one enables you to alter page settings independently. + +## Use Settings of the Default Printer + +For the orientation and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. In this instance, the page properties in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) are disabled and displayed as grayed out. This may be useful when the report is printed in several places with different printers and printer settings. + +![](../../../images/eurd-win-using-settings-of-default-printer.png) + +## Specify the Report's Page Settings + +While designing the report, you can specify the report's page settings in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab: + +![](../../../images/eurd-win-specify-report-page-settings.png) + +You can set the page orientation and modify the margins. The margin values are expressed in the report's [measurement units](change-a-report-measurement-units.md). You can select from the predefined paper sizes (**Paper Kind** property), choose **Custom** and create your own paper size, or select one which is already defined for this printer (**Paper Name** property). + +These settings affect the layout of the report's design surface. After their modification, you may notice red warning marks, indicating that the controls go beyond the page width. These warnings can be switched off by setting the **Show Printing Warnings** property of the report to **No**. + +![](../../../images/eurd-win-report-controls-printing-warning.png) + +You can also modify the page settings in [Print Preview](../preview-print-and-export-reports.md) using the [Page Setup](../../../print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md) dialog. + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md new file mode 100644 index 0000000000..167981627a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md @@ -0,0 +1,41 @@ +--- +title: Enable the Right-To-Left Layout +author: Anna Gubareva +--- +# Enable the Right-To-Left Layout + +The report and most of the report controls provide the **Right to Left** property. + +![](../../../images/eurd-win-right-to-left-property.png) + +This property specifies content layout within a control (for most controls, this property affects the direction of their text, and for the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), this property also affects the check box position within the control). + +* **Left-To-Right** + + ![](../../../images/eurd-win-right-to-left-no.png) + +* **Right-To-Left** + + ![](../../../images/eurd-win-right-to-left-yes.png) + +By default, all report controls have this property set to **Inherit**, so enabling it for a report will apply this setting to all its controls. + +The following controls support this feature: + +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) +* [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) +* [Panel](../use-report-elements/use-basic-report-controls/panel.md) +* [Pivot Grid](../use-report-elements/use-charts-and-pivot-grids.md) +* [Table](../use-report-elements/use-tables.md) +* [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) + +For the **Panel** and **Table**, this option only affects the controls contained in them. + +When the **Right to Left** property of a report is set to **Yes**, you can also enable the **Right To Left Layout** property that specifies the position of controls within [report bands](../introduction-to-banded-reports.md). Enabling the right-to-left layout will also swap the page margins of a document (it will become impossible to place controls outside the right page margin). + +![](../../../images/eurd-win-right-to-left-layout.png) + +The controls' coordinates will remain unchanged and only the point and direction of reference will change (the X coordinate will be calculated starting with the top right corner). + +The right-to-left layout is preserved when exporting a report to any of the [supported formats](../preview-print-and-export-reports.md) (e.g., PDF, Excel, or RTF). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports.md new file mode 100644 index 0000000000..d14d1fea27 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports.md @@ -0,0 +1,73 @@ +--- +title: Create Reports +author: Anna Gubareva +--- +# Create Reports + +This section contains tutorials that explain how to create different reports. + +## Basic Reports + +### [Table Reports](create-reports/table-reports.md) +![](../../images/table-report-preview.png) + +### [Vertical Reports](create-reports/vertical-reports.md) +![](../../images/vertical-report-preview.png) + +## Reports with Hierarchical Data + +### [Master-Detail Reports with Detail Report Bands](create-reports/master-detail-reports-with-detail-report-bands.md) +![](../../images/master-detail-with-detail-report-bands-preview.png) + +### [Master-Detail Reports with Subreports](create-reports/master-detail-reports-with-subreports.md) +![](../../images/master-detail-with-subreport-preview.png) + +### [Hierarchical Reports](create-reports/hierarchical-reports.md) +![](../../images/hierarchical-report-preview.png) + +## Invoice Reports + +### [Invoices](create-reports/invoices.md) +![](../../images/manual-invoice-preview.png) + +### [Invoices from Templates](create-reports/invoices-from-templates.md) +![](../../images/template-invoice-preview.png) + +## Cross-Tab Reports + +### [Cross-Tab Reports](create-reports/cross-tab-reports.md) +![](../../images/cross-tab-report-preview.png) + +### [Balance Sheets](create-reports/balance-sheets.md) +![](../../images/balance-sheet-report-preview.png) + +## Multi-Column Reports + +### [Labels and Badges](create-reports/labels-and-badges.md) +![](../../images/labels-and-badges-report-preview.png) + +### [Multi-Column Reports](create-reports/multi-column-reports.md) +![](../../images/multi-column-report-preview.png) + +## Interactive Reports + +You can add interactive elements to your report to customize it in Print Preview: + +### [Interactive E-Forms](create-reports/interactive-e-forms.md) +![](../../images/interactive-eform-preview.png) + +> [!Note] +> See the [Provide Interactivity](provide-interactivity.md) section for information on how to provide drill-down and drill-through functionality in your reports. +> +> See [Use Report Parameters](use-report-parameters.md) for instructions on how to submit parameter values in Print Preview to customize your reports. + +## Layout Features + +### [Reports with Cross-Band Content and Populated Empty Space](create-reports/reports-with-cross-band-content-and-populated-empty-space.md) +![](../../images/cross-band-and-populated-empty-space-report-preview.png) + +### [Reports with PDF content](create-reports/reports-merged-with-pdf.md) +![](../../images/report-with-pdf-content-preview.png) + +### [Reports with a Visual PDF Signature](create-reports/reports-with-visual-pdf-signature.md) +![](../../images/report-with-a-visual-pdf-signature.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md new file mode 100644 index 0000000000..3f21aa1888 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md @@ -0,0 +1,200 @@ +--- +title: Create a Balance Sheet +author: Anna Gubareva +--- +# Balance Sheets + +This tutorial describes how to use the Cross Tab control to create a **Balance Sheet** report. + +![](../../../images/eurd-win-balance-sheet-report.png) + +> [!Tip] +> This tutorial shows how to configure a Cross Tab using the [Report Wizard](../report-designer-tools/report-wizard.md). See the [Cross-Tab Reports](cross-tab-reports.md) tutorial for information on how to use the Cross-Tab Report Wizard. + +## Add a Cross Tab and Bind It to Data + +1. Invoke the Report Wizard and [add a blank report](../add-new-reports.md) to your application. + +1. Drop the Cross Tab control from the Toolbox onto the report's [Detail band](../introduction-to-banded-reports.md). + + ![](../../../images/eurd-win-balance-sheet-drop-cross-tab-from-toolbox.png) + +3. Click the Cross Tab's smart tag, expand the **Data Source** property's drop-down menu and click **Add New Data Source**. + + ![](../../../images/eurd-win-balance-sheet-cross-tab-add-data-source.png) + +4. Use the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) to bind the Cross Tab to a data source. + +Click **Finish** to complete the Data Source Wizard and assign the created data source to the Cross Tab. + +![](../../../images/eurd-win-balance-sheet-cross-tab-data-source.png) + +The data source structure becomes available in the [Field List](../report-designer-tools/ui-panels/field-list.md). + +![](../../../images/eurd-win-balance-sheet-field-list.png) + +> [!Note] +> Ensure that the report's **Data Source** property is not set if you place a Cross Tab into the [Detail band](../introduction-to-banded-reports.md). Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. + +## Define the Cross Tab Layout + +1. Drop data fields from the Field List onto the Cross Tab's areas to define the Cross Tab's rows, columns, and data. + + A row is added to the bottom of the Cross Tab to display grand total values calculated against the added row or column header. + + ![](../../../images/eurd-win-balance-sheet-drop-type.gif) + + Drop nested row headers next to the parent header cells to create a hierarchy. + + ![](../../../images/eurd-win-balance-sheet-drop-subtype.gif) + +Switch to Print Preview to see the Cross Tab populated with data. + +![](../../../images/eurd-win-balance-sheet-layout-preview.png) + +## Specify Group Settings + +As you can see in the image above, the Cross Tab displays data for individual days. + +Select the column header cell and click its smart tag. Set the **Group Interval** property to group data. + +![](../../../images/eurd-win-balance-sheet-date-group-interval.png) + +![](../../../images/eurd-win-balance-sheet-date-group-interval-preview.png) + +## Specify Layout Options + +1. The Cross Tab control stacks row headers horizontally. You can change the view so that parent values span the entire row header panel width. + + Select the Cross Tab and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Expand the **Layout Options** group and enable the **Hierarchical Row Layout** property. + + ![](../../../images/eurd-win-balance-sheet-hierarchical-row-layout.png) + +2. Set the **Corner Header Display Mode** property to **None** to merge cells in the top-left corner into a single empty cell. + + ![](../../../images/eurd-win-balance-sheet-corner-header-display-mode.png) + +Switch to Print Preview to see the result. + +![](../../../images/eurd-win-balance-sheet-layout-options-preview.png) + +## Hide Grand Totals + +1. Select the bottom right cell and click its smart tag. Disable the **Row Visible** and **Column Visible** properties to hide the row and column that display grand total values. Invisible cells are filled with a hatch brush. + + ![](../../../images/eurd-win-balance-sheet-row-column-visible.png) + +2. Resize the Cross Tab. You can also resize individual rows and columns. + + ![](../../../images/eurd-win-balance-sheet-adjust-control-size.png) + +The Cross Tab control no longer displays grand total values. + +![](../../../images/eurd-win-balance-sheet-hidden-grand-totals-preview.png) + +## Sort and Format Data + +1. Select the row sub-header cell and change its sort order. The Cross Tab sorts row and column field values in ascending order. Set the **Sort Order** property to **None** to restore the original data source order. + + ![](../../../images/eurd-win-balance-sheet-sort-order.png) + +2. Format the data. Hold down SHIFT or CTRL and select cells. Specify the cells' **Text Format String** property. + + ![](../../../images/eurd-win-balance-sheet-text-format-string.png) + +![](../../../images/eurd-win-balance-sheet-sort-format-options-preview.png) + +## Customize Appearance + +1. Select the Cross Tab, switch to the **Properties** window and expand the **Styles** property. Use the **General Style** property to specify common appearance settings that apply to all Cross Tab cells. Set the following properties: + + * **Background Color** to **White** + * **Border Color** to **SlateGray** + * **Font** to **Tahoma 8.25** + * **Foreground Color** to **SlateGray** + + ![](../../../images/eurd-win-balance-sheet-general-style.png) + +2. Expand the **Header Area Style** property and do the following: + + * reset the **Background Color** property value to inherit the color from the general style; + * set the **Foreground Color** property to **MidnightBlue** to override the general foreground color; + * set the **Font** property to **Tahoma 8.25** to override the general font. + + ![](../../../images/eurd-win-balance-sheet-header-area-style.png) + +3. Expand the **Total Area Style** property and set the following properties to override general settings: + + * **Font** to **Tahoma 8.25 Bold** + * **Foreground Color** to **MidnightBlue** + + ![](../../../images/eurd-win-balance-sheet-total-area-style.png) + +4. Select the row sub-header cell and set the following appearance properties: + + * **Foreground Color** to **SlateGray** + * **Font** to **Tahoma 8.25** + + These values apply to the selected cell only and override values specified for the entire header area. + + ![](../../../images/eurd-win-balance-sheet-cell-appearance-settings.png) + +5. Select the cells in the top row and in the rows with total values. Set the **Borders** property to **Bottom** and **Border Width** property to **2**. + + ![](../../../images/eurd-win-balance-sheet-add-borders.png) + +6. Select the cells you did not customize in the previous step and set the **Borders** property to **None**. + + ![](../../../images/eurd-win-balance-sheet-remove-borders.png) + +7. Select the cells in the top row and set the **Background Color** property to **LightSteelBlue**. + + ![](../../../images/eurd-win-balance-sheet-back-color-for-top-row.png) + +8. Select the row sub-header cell and the next cell in the data area. Set their **Background Color** property to **AliceBlue**. + + ![](../../../images/eurd-win-balance-sheet-back-color-for-rows.png) + +![](../../../images/eurd-win-balance-sheet-appearance-preview.png) + +## Apply Odd and Even Row Styles + +Use the **GroupRowIndex** variable in [expressions](../use-expressions.md) to identify odd and even rows. + +Select the row sub-header cell and the next cell in the data area. Go to the **Properties** window and open the **Expressions** tab. Click the **Background Color** property's marker, select **Background Color Expression** and specify the following expression: + +_iif([Arguments.GroupRowIndex] % 2 == 1, Rgb(235, 241, 252), ?)_ + +![](../../../images/eurd-win-balance-sheet-odd-even-expression.png) + +![](../../../images/eurd-win-balance-sheet-odd-even-preview.png) + +As you can see, the row backgrounds do not start from the page's left border, but have indents. These indents correspond to auxiliary cells in a tree. + +Select these auxiliary cells and disable the **Column Visible** property. + +![](../../../images/eurd-win-balance-sheet-hide-tree-view-cells.png) + +To add indents to row field values and imitate a tree-like view, set the **Padding** property for the Cross Tab's cells. + +![](../../../images/eurd-win-balance-sheet-tree-paddings.png) + +![](../../../images/eurd-win-balance-sheet-final-appearance-preview.png) + +## Add a Report Title + +1. Right-click the report and select **Insert Band / ReportHeader** from the context menu. + + ![](../../../images/eurd-win-balance-sheet-add-report-header.png) + +2. Drop a [Label](../use-report-elements/use-basic-report-controls/label.md) from the Toolbox onto the created Report Header. + + ![](../../../images/eurd-win-balance-sheet-drop-label-onto-report-header.png) + +3. Double-click the label and type the report title. Specify appearance settings. + + ![](../../../images/eurd-win-balance-sheet-title.png) + +Switch to Print Preview to see the final result. + +![](../../../images/eurd-win-balance-sheet-report.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md new file mode 100644 index 0000000000..b597fb825a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md @@ -0,0 +1,118 @@ +--- +title: Cross-Tab Reports +author: Anna Gubareva +--- +# Cross-Tab Reports + +This tutorial describes how to use the Cross Tab control to create a **Sales Summary** report. + +![](../../../images/eurd-win-cross-tab-report-result-final.png) + +> [!TIP] +> This tutorial demonstrates how to use the Cross-Tab Report Wizard. See [Balance Sheets](balance-sheets.md) tutorial for information on how to configure a Cross Tab on the Design Surface. + +## Add a Cross-Tab Report + +1. Invoke the [Report Wizard](../report-designer-tools/report-wizard.md). + +1. Select **Cross-Tab Report** and click **Next**. + + ![](../../../images/eurd-win-cross-tab-report-wizard-select-report-type.png) + +1. Bind the report to a data source as described in the [Bind to Data](../bind-to-data.md) section. + +1. Select a data member that stores data for each sales person's sales. Click **Next**. + + ![](../../../images/eurd-win-cross-tab-report-wizard-select-view.png) + +1. Drop data fields onto cross-tab areas to define row/column headers and data. + + ![](../../../images/eurd-win-cross-tab-report-wizard-drop-fields.png) + + The field order defines the hierarchy in the resulting cross-tab report. The higher the field on the list, the higher the level in the field hierarchy. + +1. Change the report page layout to landscape to ensure the cross-tab content fits the report well. Click **Next**. + + ![](../../../images/eurd-win-cross-tab-report-wizard-page-settings.png) + +1. Set the report's color scheme and click **Next**. + + ![](../../../images/eurd-win-cross-tab-report-wizard-set-color-scheme.png) + +1. Specify the report's title and click **Finish**. + + ![](../../../images/eurd-win-cross-tab-report-wizard-specify-report-title.png) + +The generated report contains a Cross Tab that is configured based on the specified settings. The Cross Tab calculates automatic totals and grand totals across row and column fields. + +![](../../../images/eurd-win-cross-tab-report-wizard-result.png) + +> [!TIP] +> Ensure that the report's **Data Source** property is not set if you place the Cross Tab into the Detail band. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. + +Switch to the Preview tab to see an intermediate result. + +![](../../../images/eurd-win-cross-tab-report-wizard-result-preview.png) + +As you can see in the image above, the Cross Tab displays data for individual days. The next section shows how you can adjust the report so that it summarizes values by quarters. + +## Specify Group Settings + +Select the row header cell and click its smart tag. Specify the **Group Interval** property to group data. + +![](../../../images/eurd-win-cross-tab-report-group-interval.png) + +![](../../../images/eurd-win-cross-tab-report-group-interval-preview.png) + +## Format Data + +Apply data formatting to cells. Hold down SHIFT or CTRL to select multiple cells, then go to the **Properties** window and specify the **Text Format String** property. + +![](../../../images/eurd-win-cross-tab-report-prices-format-string.png) + +## Customize Appearance + +1. Select the Cross Tab, switch to the **Properties** window and expand the **Styles** property. Expand the **General Style** property and set **Border Color** to **ControlDark**. This value applies to all Cross Tab cells. + + ![](../../../images/eurd-win-cross-tab-report-general-style.png) + +1. Expand the **Header Area Style** property and set the following properties: + + * Background Color to **Control** + * Font to **Calibri 9 Bold** + + ![](../../../images/eurd-win-cross-tab-report-header-area-style.png) + +1. Expand the **Total Area Style** property and set **Font** to **Calibri 9 Bold**. + + ![](../../../images/eurd-win-cross-tab-report-total-area-style.png) + +1. Expand the **Data Area Style** property and set Font to **Calibri 9**. + + ![](../../../images/eurd-win-cross-tab-report-data-area-style.png) + +1. Hold down SHIFT or CTRL, and select the cells that display the grand total values. Go to the **Properties** window and set **Background Color** to **ControlDark**. This value applies to the selected cells only and overrides the value specified at the area level. + + ![](../../../images/eurd-win-cross-tab-report-grand-totals-appearance.png) + +1. Select the row header cell and set **Text Alignment** to **Top Left**. + + ![](../../../images/eurd-win-cross-tab-report-cell-text-alignment.png) + +![](../../../images/eurd-win-cross-tab-report-appearance-result.png) + +## Adjust the Content Size + +1. Use a cell's **Column Auto Width Mode** property to specify a cell width calculation method. The Report Wizard sets this property to **Shrink And Grow** for row headers and to **None** for other cells. + + ![](../../../images/eurd-win-cross-tab-report-column-auto-width-mode.png) + +1. Resize the Cross Tab. You can also resize the individual rows and columns. + + ![](../../../images/eurd-win-cross-tab-report-resize-control.png) + +1. Move the report title to the [Top Margin band](../introduction-to-banded-reports.md) to repeat the title on each page and make the Cross Tab occupy the entire page area. + + ![](../../../images/eurd-win-cross-tab-report-move-title.png) + +![](../../../images/eurd-win-cross-tab-report-result-final.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md new file mode 100644 index 0000000000..2db8f8fb7a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md @@ -0,0 +1,103 @@ +--- +title: Hierarchical Reports +author: Mary Sammal +--- +# Hierarchical Reports + +This tutorial describes how to use the [detail band](../introduction-to-banded-reports.md)'s **Hierarchy Print Options** property to create a hierarchical report. + +![HierarchicalReport-Result](../../../images/eurd-HierarchicalReport-Result.png) + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + + The following image demonstrates an empty report bound to an [ObjectDataSource](../bind-to-data/bind-a-report-to-an-object-data-source.md). + + ![HierarchicalReport-SelectFields](../../../images/eurd-HieararchicalReport-CreateReport.png) + + Each record in this data source includes the "parent ID" field that defines the parent-child relationship and thus builds the hierarchy. + +3. Arrange controls on the report. + + - Add the [Report Header](../introduction-to-banded-reports.md) and [Page Header](../introduction-to-banded-reports.md) bands (see the **Manage Report Bands | Add Bands** section in the [Introduction to Banded Reports](../introduction-to-banded-reports.md) document for details) + - Add [data-bound labels](../use-report-elements/use-basic-report-controls/label.md) to the **Detail** band. + + ![HierarchicalReport-ArrangeControls](../../../images/eurd-win-HierarchicalReport-ArrangeControls.png) + + Switch to the [Preview](../preview-print-and-export-reports.md) tab to see an intermediate result. + + ![HierarchicalReport-ArrangeControls-Result](../../../images/eurd-win-HierarchicalReport-ArrangeControls-Result.png) + +4. Specify the Detail band's **Hierarchy Print Options** property. + + ![HierarchicalReport-Set-HierarchyPrintOptions](../../../images/eurd-win-HierarchicalReport-Set-HierarchyPrintOptions.png) + + Set the following options: + + - **Key Field Name** and **Parent Field Name**, or **Child List Field Name** + Set the **Key Field Name** and **Parent Field Name** properties if your report's data has the Id-ParentID related fields. + Set the **Child List Field Name** property if your report's data is recursive. Assign the collection of child objects (records) if they have the same type as the parent objects (records). + + - **Indent** + Specify the child level node offset. + + - **Keep Together with First Child** + Specify whether to print a parent node together with its first child node on the next page if these nodes do not fit at the end of a page. + + ![HierarchicalReport-HierarchyPrintOptions-Result](../../../images/eurd-win-HierarchicalReport-HierarchyPrintOptions-Result.png) + + As you can see in the image above, the **Detail** band that contains child rows is printed with the specified indent. However, the row (the sum of the label widths) does not fit the page now. + +5. Align labels. + + - Anchor the first data-bound label to the Detail band's left and right edges. Set the label's **Anchor Horizontally** property to **Both**. + + ![HierarchicalReport-AnchorHorizontally-both](../../../images/eurd-win-hierarchicalreports-anchorhorizontally-both.png) + + - Anchor the rest of the data-bound labels to the right edge of the Detail band (their container). Set their **Anchor Horizontal** property to **Rignt**. + + ![HierarchicalReport-AnchorHorizontally-right](../../../images/eurd-win-hierarchicalreports-anchorhorizontally-right.png) + + ![HierarchicalReport-HierarchyPrintOptions-Result](../../../images/eurs-win-HierarchicalReport-AnchoringResult.png) + +6. Add a drill-down control to expand/collapse child rows. + + - Add the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control to the **Detail** band at the left-most position. + + ![HiearachicalReport-AddCheckBox](../../../images/eurd-win-HiearachicalReport-AddCheckBox.png) + + - Set the **Check Box** control's glyph options. Use custom glyphs for the *checked* and *unchecked* checkbox states. + + ![HierarchicalReport-CheckBoxProperties](../../../images/eurd-win-HierarchicalReport-CheckBoxProperties.png) + + - Set the **Detail** band's **Drill Down Control** property to the added **Check Box** control. + + ![HierarchicalReport-SetDrillDownControl](../../../images/eurd-win-HierarchicalReport-SetDrillDownControl.png) + + - Set the **Check Box**'s **Check State** property to the following expression: *[ReportItems].[Detail].[DrillDownExpanded]* (in the control's Smart Tag or the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s Expressions tab). + + ![HierarchicalReport-CheckStateExpression](../../../images/eurd-win-HierarchicalReport-CheckStateExpression.png) + + ![HierarchicalReport-DrillDownControl](../../../images/eurd-win-HierarchicalReport-DrillDownControl.png) + + +7. Sort report data. + + Use the Detail band's **Sort Fields** property to sort data on each hierarchy level. + + ![HierarchicalReport-SortFieldsProperty](../../../images/eurd-win-HierarchicalReport-SortFieldsProperty.png) + + ![HierarchicalReport-SortedData](../../../images/eurd-win-HierarchicalReport-SortedData.png) + +8. Highlight root nodes. + + To format rows based on their nesting level, use the **Current Row Hierarchy Level** variable in expressions. For example, specify the **Detail** band's appearance properties as listed below: + + - Set the **Back Color** property to *iif([DataSource.CurrentRowHierarchyLevel] == 0, Rgb(231,235,244), ?)* + - Set the **Font | Bold** property to *[DataSource.CurrentRowHierarchyLevel] == 0* + + ![HierarchicalReport-ExpressionVariable](../../../images/eurd-win-HierarchicalReport-ExpressionVariable.png) + + ![HierarchicalReport-HighlightedRootNodes](../../../images/eurd-win-HierarchicalReport-HighlightedRootNodes.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md new file mode 100644 index 0000000000..c7ea97d57a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md @@ -0,0 +1,95 @@ +--- +title: Interactive E-Forms +author: Anna Gubareva +--- +# Interactive E-Forms + +This tutorial describes how to create a form that is fillable in Print Preview. + +![eForm-report-result](../../../images/eurd-win-EForm-Result.png) + +To get started with this tutorial, [create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +## Add Form Fields + +Add the [Label](../use-report-elements/use-basic-report-controls/label.md) report controls to the report and arrange them according to the form's template. Set the labels' **Text** property to the form's field names. + +![EForm-Add-Form-Fields](../../../images/eurd-win-EForm-Add-Form-Fields.png) + +## Add Fillable Cells + +Use the [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) control for the form's text fields. This control displays letters in individual cells and allows you to fill these cells in Print Preview. + +1. Drop the Character Comb item from the Toolbox onto the report. + + ![eForm-report-add-character-comb](../../../images/eurd-win-EForms-Character-Comb.png) +2. Select all the added Character Combs and set their properties in the **Property Grid**: + - **Cell Size Mode** + - **Cell Height**, + - **Cell Width**, + - and other cell settings. + + ![eForm-report-character-combs-cell-settings](../../../images/eurd-win-eform-report-character-combs-cell-settings.png) +3. Enable the Character Combs' **Edit Options** +| **Enabled** property. + + ![eForm-report-character-combs-edit-options-enabled](../../../images/eurd-win-eform-report-character-combs-edit-options-enabled.png) +4. Choose editors for the Character Comb controls' edit mode. + + - Controls that allow you to enter letters + Invoke a drop-down list for the **Editor Name** property and select the **Only Uppercase Letters** item in the **Letters** category. + + ![eForm-report-character-combs-editor-name-letters](../../../images/eurd-win-eform-report-character-combs-editor-name-letters.png) + + - Controls that allow you to enter integers + Invoke a drop-down list for the **Editor Name** property and select the **Positive Integer** item in the **Numeric** category. + + ![eForm-report-character-combs-editor-name-integer-positive](../../../images/eurd-win-eform-report-character-combs-editor-name-integer-positive.png) + +## Add Check Box Editors + +Add [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) controls for the *Male/Female* fields. + +![eForm-report-add-check-boxes](../../../images/eurd-win-eform-report-add-check-boxes.png) + +Use the following properties to set up these controls: + +- Set the **Text** property. + +- Set appearance properties. + +- Enable the **Edit Options** | **Enabled** property switch check box states in Print Preview. + +- Set the **Edit Options** | **Group ID** property to the same value to combine these two check boxes into a logical group. This allows you to select only one option at a time. + + ![eForm-report-check-boxes-edit-options](../../../images/eurd-win-eform-report-check-boxes-edit-options.png) + +## Add the Signature Editor + +Add the [PictureBox](../use-report-elements/use-basic-report-controls/picture-box.md) report control for the form's *Signature* field. + +![EForm-add-signature-picture-box](../../../images/eurd-win-EForm-add-signature-picture-box.png) + +Do the following to enable drawing in Print Preview: + +1. Enable the control's **Edit Options** | **Enabled** property. + +2. Set the **Edit Options** | **Editor Name** property to **Signature**. + + ![EForm-Signature-content-editing](../../../images/eurd-win-EForm-Signature-content-editing.png) + +## Get the Result +Switch to the [Preview tab](../preview-print-and-export-reports.md) to see the result. + +![eForm-report-result](../../../images/eurd-win-EForm-Preview.png) + +Click the ![highlight-fields-icon-bars](../../../images/eurd-win-highlight-fields-icon-bars126306.png) button on the Print Preview toolbar to highlight all the editable fields on the form. + +![eForm-report-result](../../../images/eurd-win-EForm-Preview-Editing-Fields.png) + + +Click a field to invoke its editor. + +![eForm-report-result](../../../images/eurd-win-EForm-Result.png) + +Use TAB and SHIFT+TAB to navigate between editable fields. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md similarity index 79% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md index f0b01f791b..9e26565031 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md @@ -11,33 +11,33 @@ This document describes how to create an invoice report based on a predefined te Do the following to select an invoice template and configure its settings: -1. Click [New Report via Wizard](../add-new-reports.md) in the [Toolbar](../report-designer-tools/toolbar.md)'s **Home** tab. +1. Click [New Report via Wizard](../add-new-reports.md) in the [Toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **Home** tab. - ![](../../../../images/eurd-win-press-new-report-via-wizard.png) + ![](../../../images/eurd-win-press-new-report-via-wizard.png) 2. On the first wizard page, select **Template** and click **Next**. - ![ReportWizard-ChooseReportType-Template](../../../../images/eurd-ReportWizard-ChooseReportType-Template.png) + ![ReportWizard-ChooseReportType-Template](../../../images/eurd-ReportWizard-ChooseReportType-Template.png) 3. On the next wizard page, choose the report template that specifies elements' arrangement and appearance settings. - ![](../../../../images/eurd-win-invoice-wizard-select-template.png) + ![](../../../images/eurd-win-invoice-wizard-select-template.png) Click **Next** to proceed to the next wizard page. 4. The following page allows you to select a data source's type that provides data to your report. Select **Microsoft SQL Server** and click **Next**. - ![ReportWizard-SelectDataSourceType](../../../../images/eurd-ReportWizard-SelectDataSourceType.png) + ![ReportWizard-SelectDataSourceType](../../../images/eurd-ReportWizard-SelectDataSourceType.png) 5. On the next wizard page, specify whether you want to use an existing data connection or create a new one. For this tutorial, select an existing connection and click **Next**. - ![](../../../../images/eurd-win-invoice-wizard-select-data-connection.png) + ![](../../../images/eurd-win-invoice-wizard-select-data-connection.png) 6. The following wizard page has a list on the right-hand side displaying the selected template's available fields. On the left-hand side, you can choose a table, view or stored procedure containing the data fields corresponding to the template fields. You do not need to provide data to all template fields. You can combine several different tables' or views' data fields by creating a custom query. Click the **Queries** category's plus button, and in the invoked [Query Builder](../report-designer-tools/query-builder.md), join data tables and views based on key columns. - ![](../../../../images/eurd-win-invoice-wizard-create-query.png) + ![](../../../images/eurd-win-invoice-wizard-create-query.png) Click **Next** on the wizard page to continue report creation. @@ -45,7 +45,7 @@ Do the following to select an invoice template and configure its settings: Drag and drop the required data field form the tree on the left-hand side onto the corresponding template field's column. - ![](../../../../images/eurd-win-invoice-wizard-map-fields.png) + ![](../../../images/eurd-win-invoice-wizard-map-fields.png) You can also select a data field from the **Template Field Value** drop-down list or manually enter a static field value in this column. @@ -62,12 +62,12 @@ Do the following to select an invoice template and configure its settings: * **Type** - Specifies the type of the discount/tax value (flat, fixed or percentage). * **Inclusive** (for the tax only) - Indicates whether the tax value is included in product prices. - ![](../../../../images/eurd-win-invoice-wizard-specify-template-options.png) + ![](../../../images/eurd-win-invoice-wizard-specify-template-options.png) Click **Finish** to complete the wizard and get the report layout according to the selected template and specified options. -![](../../../../images/eurd-win-invoice-wizard-result-layout.png) +![](../../../images/eurd-win-invoice-wizard-result-layout.png) Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. -![](../../../../images/eurd-win-invoice-wizard-result-in-preview.png) \ No newline at end of file +![](../../../images/eurd-win-invoice-wizard-result-in-preview.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices.md new file mode 100644 index 0000000000..da0c52a4c6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/invoices.md @@ -0,0 +1,213 @@ +--- +title: Invoices +author: Anna Gubareva +--- +# Invoices + +This tutorial describes how to create a simple invoice report displaying information about customers and their orders. You can perform similar steps to create various invoice layouts depending on your requirements. + +> [!Note] +> See the [Invoices from Templates](invoices-from-templates.md) topic for information on how to create an invoice report based on a predefined layout. + +![](../../../images/eurd-win-invoice-report-result.png) + +## Create a Report and Bind It to Data + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. + + ![](../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +3. On the first page of the invoked **Data Source Wizard**, you can choose the required data source type. Select **Microsoft SQL Server** and click **Next**. + + ![ReportWizard-SelectDataSourceType](../../../images/eurd-ReportWizard-SelectDataSourceType.png) + +4. The following page allows you to specify whether you want to use an existing data connection or create a new one. For this example, select an existing connection and click **Next**. + + ![](../../../images/eurd-win-invoice-select-data-connection-in-wizard.png) + +5. On the next page, you can choose which tables, views and/or stored procedures to add to the report. + + Obtain data from two different tables to display information about customers and orders at the same hierarchical level in the report. Click the plus button for the **Queries** category to create a custom query. In the invoked [Query Builder](../report-designer-tools/query-builder.md), add the required data tables to a query and join them based on a key column. + + ![](../../../images/eurd-win-invoice-join-tables-in-query-builder.png) + +6. On the same wizard page, select the data view providing order details for listing products included in each order in the invoice. Click the **Manage Relations** button to specify a master-detail relationship between the queries. In the invoked dialog, connect the required key columns using drag-and-drop. + + ![](../../../images/eurd-win-invoice-manage-master-detail-relations.png) + +7. Click **Finish** to complete the wizard. + +After these steps, make sure that an appropriate data member is assigned to the report. + +![](../../../images/eurd-win-invoice-report-data-member.png) + +## Prepare the Master Report Layout +Create the master report layout to display basic information about customers and their orders. + +1. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and drop the required data fields onto the [Detail band](../introduction-to-banded-reports.md). New controls of appropriate types are automatically created and bound to the corresponding fields. + + ![](../../../images/eurd-win-invoice-master-layout-dynamic-fields.png) + +2. Drop [Label](../use-report-elements/use-basic-report-controls/label.md) controls from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the band to display static captions for specific data fields. + + ![](../../../images/eurd-win-invoice-master-layout-static-labels.png) + +3. Double-click the added labels one after another and enter the required text. + + ![](../../../images/eurd-win-invoice-master-layout-specify-static-text.png) + +4. Use the [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) control to separate data. + + ![](../../../images/eurd-win-invoice-master-layout-add-line.png) + +## Prepare the Detail Report Layout +Perform the following steps to create a detail report and construct its layout to show the order details in a tabular form: + +1. Create a [Detail Report Band](../introduction-to-banded-reports.md) by right-clicking the report's surface. In the invoked context menu, select **Insert Detail Report**, and then, select the master-detail relationship's name. + + ![](../../../images/eurd-win-invoice-insert-detail-report.png) + +2. Add dynamic content to the detail report. Go to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. This automatically creates a [Table](../use-report-elements/use-tables.md) control with table cells bound to the corresponding fields. + + You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. + + ![](../../../images/eurd-win-invoice-detail-layout-add-dynamic-table.png) + +3. Add the Group Header band to the detail report to display captions for table columns. Right-click the detail report, and in the context menu, select **Insert Band | GroupHeader**. + + ![](../../../images/eurd-win-invoice-insert-group-header-band.png) + +4. To create column headers, select the same data fields in the **Field List** and drag-and-drop them onto the Group Header band using the right mouse button. + + ![](../../../images/eurd-win-invoice-detail-layout-add-table-headers.png) + +5. Click the Detail Report band's smart tag, and in the invoked actions list, set the band's **Page Break** property to **After the Band** to print each order on a separate page. + + ![](../../../images/eurd-win-invoice-detail-report-page-break.png) + +## Create a Calculated Field +This section demonstrates how to create a [custom field](../shape-report-data/use-calculated-fields.md) whose values are calculated using a pre-defined expression. + +Do the following to evaluate an extended price based on the price, quantity and discount values obtained from a database: + +1. In the [Field List](../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data relationship node, and in the invoked context menu, select **Add Calculated Field**. + + ![](../../../images/eurd-win-invoice-add-calculated-field.png) + +2. Select the created calculated field, and in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), change its name to **ExtendedPrice**. Click the **Expression** property's ellipsis button, and in the invoked **Expression Editor**, construct the expression based on the **UnitPrice**, **Quantity** and **Discount** fields. + + ![](../../../images/eurd-win-invoice-calculated-field-expression.png) + +3. You can use the created calculated field as an ordinary data field. Add a cell to a table in the Detail band and drop the calculated field onto this cell. Additionally, create one more table cell in the Group Header for displaying the corresponding caption. + + ![](../../../images/eurd-win-invoice-drop-calculated-field-onto-report.png) + + +## Format Data +The next step is to specify report elements' [value formatting](../shape-report-data/format-data.md) to improve displaying their incoming data. + +1. In the master report's Detail band, select controls bound to date fields while holding down CTRL or SHIFT. Switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the **Text Format String** property's ellipsis button. In the invoked **Format String Editor**, activate the **DateTime** category and select the format, for example, display dates as a month (name) followed by the day (number) and year (four digits). + + ![](../../../images/eurd-win-invoice-format-date-fields.png) + +2. Select the table cell bound to the **Discount** data field in the detail report's Detail band and click its smart tag. Click the **Format String** property's ellipsis button, and in the invoked **Format String Editor**, apply the **Percent** format. In this case, field values are multiplied by 100 and displayed with a percent symbol. + + ![](../../../images/eurd-win-invoice-format-discount-field.png) + +3. In the detail report's Detail band, select the cells bound to the **UnitPrice** and **ExtendedPrice** fields. Invoke the **Format String Editor** once again and choose the format preset from the **Currency** category (for instance, **c2**). + +## Calculate a Summary +Do the following to calculate a total price for each order as a sum of **Extended Price** values: + +1. Add the Group Footer band to the detail report in the same way as the Group Header. + +2. Drop the Label control onto the added band and click its smart tag. In the invoked Label Tasks window, click the **Summary** field's ellipsis button. + + ![](../../../images/eurd-label-summary-3.png) + +* In the **Summary Editor** window: + + * Set the **Summary running** property to the **Report** value to calculate the summary for the entire detail report. + * Set the **Summary function** property to **Sum**. + * Set the **Argument Expression** property to the field you want to sum up. + + ![](../../../images/eurd-win-invoice-specify-summary-function.png) + +3. Back in the **Label Tasks** window, use the **Format String** property to format the summary's value (for instance, set it to **Total: {0:c2}**). + + ![](../../../images/eurd-invoice-report-label-summary-format.png) + +## Sort Data +Perform the following steps to sort data in the detail report: + +1. Select the **Detail** band in the detail report and switch to the [Group and Sort Panel](../report-designer-tools/ui-panels/group-and-sort-panel.md). Click **Add a Sort**, and in the invoked drop-down window, select the required data field. + + ![](../../../images/eurd-win-invoice-sort-data.png) + +2. Use the **Sort Order** drop-down list to define the sort order. + + ![](../../../images/eurd-win-invoice-group-and-sort-panel.png) + + +## Customize the Report Appearance +Do the following to customize the report and its elements' appearance: + +1. Click the gray area around the design surface to select the report, and in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), specify the font settings. These settings are distributed to all report elements. + + ![](../../../images/eurd-win-invoice-report-appearance-properties.png) + +2. You can adjust a control's font independently from its parent (for instance, make summary values bold). + + ![](../../../images/eurd-win-invoice-report-control-appearance-properties.png) + +3. Change specific controls' (bound to date fields, price fields, etc.) text alignment using the **Text Alignment** property. + + ![](../../../images/eurd-win-invoice-report-control-text-alignment.png) + +4. Create a global [visual style](../customize-appearance/report-visual-styles.md) to apply it afterwards to multiple controls. Click the caption button in the [Toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **Styles** section. + + ![](../../../images/eurd-win-invoice-invoke-styles-editor.png) + +5. In the invoked **Styles Editor**, click the plus button and specify appearance properties for the newly created style. + + ![](../../../images/eurd-win-invoice-report-style-settings.png) + +6. Apply a style to report elements by selecting them and clicking the created style in the **Styles** gallery. + + ![](../../../images/eurd-win-invoice-apply-report-style.png) + +7. You can provide different appearances to alternating (odd and even) table rows in the detail report. Select the table and expand the **Styles** property in the Property Grid. Invoke the drop-down list for the **EvenStyle** property and select **New**. + + ![](../../../images/eurd-win-invoice-create-even-style.png) + + Specify the created style's appearance settings (for example, background color). + +## Add Additional Information +Do the following to provide additional information to your invoices, such as the report name and current date: + +1. Add the Page Header band to the master report to display the required information on each invoice page. + +2. Drop the Label control from the **Toolbox** onto the Page Header, double-click the control and type "**Invoice**". Specify the required appearance settings (font, foreground color, etc.). + + ![](../../../images/eurd-win-invoice-page-header-report-name.png) + +3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the Page Header band to display system date in the report. + + ![](../../../images/eurd-win-invoice-add-page-info.png) + +4. Click the control's smart tag, and in the invoked actions list, set the **Page Information** property to **Current Date and Time**. + + ![](../../../images/eurd-win-invoice-page-information-property.png) + +5. Click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, select a date format as in the [Format Data](#format) section above. + + ![](../../../images/eurd-win-invoice-page-info-text-format-string.png) + + + +## View the Result +The invoice report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-win-invoice-report-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md new file mode 100644 index 0000000000..50eb56351c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md @@ -0,0 +1,34 @@ +--- +title: Labels and Badges +author: Anna Gubareva +--- +# Labels and Badges + +This tutorial describes the steps to create a label report that contains employee badges. + +1. [Create a new report](../add-new-reports.md) and [bind it](../bind-to-data.md) to a required data source (for instance, to a table that contains information about employees). + +2. Click the report's smart tag, and in the invoked actions list, click **Design in Report Wizard**. + + ![](../../../images/eurd-win-report-design-in-report-wizard.png) + +3. The wizard guides you through the process of creating a label report. Refer to [Label Report](../report-designer-tools/report-wizard/labels.md) for detailed instructions on the wizard's steps. + + ![ReportWizard-ChooseReportType-Labels](../../../images/eurd-ReportWizard-ChooseReportType-Labels.png) + +4. After performing the above steps you will see that the report's Detail band is now divided into three differently colored areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. + + ![](../../../images/eurd-win-label-wizard-result.png) + +5. Drop the required fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the available Detail band's area and adjust the layout. + + ![](../../../images/eurd-win-label-report-layout.png) + + If required, you can apply [mail merge](../use-report-elements/use-embedded-fields-mail-merge.md) to combine several fields within the same [Label](../use-report-elements/use-basic-report-controls/label.md) control. + + For the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control, you can set its **Sizing** property to **Zoom Image**. + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-win-label-report-result.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/letters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/letters.md new file mode 100644 index 0000000000..1f6cfab13e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/letters.md @@ -0,0 +1,23 @@ +--- +title: Letters +owner: Margarita Zakhodyaeva +--- +# Letters + +This tutorial describes the steps to create a mail merge report, in which data fields are embedded into a label’s text that is replaced with corresponding data values on preview or export. + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + +3. Drop the [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) or [Label](../use-report-elements/use-basic-report-controls/label.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../../images/win-eud-letter.png) + +4. Add the required text to the control and embed data fields' names into it, surrounded by **[** square brackets **]**, as shown in the following image: + + ![](../../../images/eud-win-letter-label-result.png) + +For more information about mail merge, refer to [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). + + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md new file mode 100644 index 0000000000..6deb2f3e88 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md @@ -0,0 +1,36 @@ +--- +title: Master-Detail Reports with Detail Report Bands +author: Anna Gubareva +--- +# Master-Detail Reports with Detail Report Bands + +This tutorial illustrates how to display hierarchical data in a master-detail report using nested [Detail Report bands](../introduction-to-banded-reports.md). This approach is effective if your data source contains master-detail relationship. Another way is described at [Master-Detail Reports with Subreports](master-detail-reports-with-subreports.md). + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source and provide it with a master-detail relationship as described in the [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) topic. + +3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../../images/eurd-win-master-detail-drop-fields-for-master-layout.png) + +4. Create a [Detail Report Band](../introduction-to-banded-reports.md) by right-clicking the report's surface. In the invoked context menu, select **Insert Detail Report**, and then, select the master-detail relationship's name. + + ![](../../../images/eurd-win-master-detail-insert-detail-report-band.png) + + This sets the detail report's **Data Source** and **Data Member** properties automatically. + + ![](../../../images/eurd-win-master-detail-data-member-property.png) + +5. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. + + ![](../../../images/eurd-win-master-detail-drop-fields-for-detail-layout.png) + + > [!NOTE] + > You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. Otherwise, the report will display only the first record of the detail table as many times as there are records in this table. + +6. If required, customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-win-master-detail-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md new file mode 100644 index 0000000000..d012a45b25 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md @@ -0,0 +1,70 @@ +--- +title: Master-Detail Reports with Subreports +author: Anna Gubareva +--- +# Master-Detail Reports with Subreports + +This tutorial demonstrates how to create a master-detail report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control. This approach is useful if your data source does not contain master-detail relationship or you prefer to store master and detail reports in different files. Another approach is described at [Create a Master-Detail Report (Use Detail Report Bands)](master-detail-reports-with-detail-report-bands.md). + +## Create a Master Report + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md) to use it as a master report. + +2. [Bind the report](../bind-to-data.md) to a required data table. + +3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../../images/eurd-win-master-report-layout.png) + +## Create the Detail Report + +1. [Add one more blank report](../add-new-reports.md) to use it as a detail report. + +2. [Bind it to data](../bind-to-data.md). For instance, use another table of the same database as for the master report. + +3. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. + + ![](../../../images/eurd-win-detail-report-layout.png) + +4. Add parameter to the detail report. Right-click the **Parameters** section in the **Field List** and choose **Add Parameter** in the context menu. + + ![](../../../images/eurd-win-detail-report-add-parameter.png) + +5. In the invoked **Add New Parameter** dialog, specify the parameter's **Name** and **Type** as well as disable the **Show in the parameters panel** option. + + ![](../../../images/eurd-win-detail-report-parameter-settings.png) + +6. Click the report's smart tag, and in its actions list, click the **Filter String** property's ellipsis button. + + In the invoked **FilterString Editor**, construct an expression where the required data field is compared to the created parameter. To access the parameter, click the icon on the right until it turns into a question mark. + + ![](../../../images/eurd-win-detail-report-filter-string.png) + +7. [Save the detail report](../save-reports.md) by selecting **Save** | **Save As** in the toolbar. In the invoked standard **Save** dialog, specify the folder and file name. + + ![](../../../images/eurd-win-detail-report-save-dialog.png) + +## Embed the Subreport +1. Switch back to the master report and drop the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control from the [Toolbox](../report-designer-tools/ui-panels/toolbox.md) onto the **Detail** band. + + ![](../../../images/eurd-win-master-report-add-subreport.png) + +2. Click the subreport's smart tag and clcik the **Report Source URL** property's ellipsis button. In the invoked **Open** dialog, select the previously saved detail report. + + ![](../../../images/eurd-win-master-report-subreport-report-source-url.png) + +3. Bind the subreport's parameter used as a filter criterion to the master report's corresponding data field, which serve as a source of the parameter value. To do this, click the subreport's smart tag and select **Edit Parameter Bindings** in the invoked actions list. + + ![](../../../images/eurd-win-master-report-subreport-edit-parameter-bindings.png) + +4. In the invoked **Parameter Binding Collection Editor**, click **Add** to add new binding. In the property list, specify the data field to which you want to bind a subreport parameter and the name of the parameter that you want to bind. + + ![](../../../images/eurd-win-master-report-subreport-parameter-binding-editor.png) + +5. If required, customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). + +## View the Result + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-win-master-detail-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md new file mode 100644 index 0000000000..9e1589d7a6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md @@ -0,0 +1,75 @@ +--- +title: Multi-Column Reports +author: Anna Gubareva +--- +# Multi-Column Reports + +This document describes how to arrange report data in multiple columns, which can be used to create mailing labels, business cards or multi-column directories. + +## Settings +To access the multi-column settings of a report's Detail band, use its smart tag or the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +![](../../../images/eurd-win-multi-column-options.png) + +**Multi-Column Mode** + +Enables you to select one of the following modes: + +* **None** + + Disables the multi-column layout. + +* **Use Column Count** + + Makes the report display a specific number of columns based on the **Column Count** value. When this property is set to **1**, the report looks as though its multi-column layout is disabled. + +* **Use Column Width** + + Makes the report columns have a specific width based on the **Column Width** value. With this setting, the report displays as many columns as it is possible according to the specified column width, column spacing and report page size. + +**Column Spacing** + +Specifies the distance between adjacent columns. This value is measured in [report units](../configure-design-settings/change-a-report-measurement-units.md). + +**Multi-Column Layout** + +Specifies the preferred direction for arranging report data within columns. + +* **First Across, then Down** + + The report data is arranged horizontally and is wrapped to the next row on reaching the right page margin. + + ![](../../../images/eurd-win-multi-column-across-then-down-ungrouped.png) + + When the report data is grouped, the multi-column layout is applied to each group individually. + + ![](../../../images/eurd-win-multi-column-across-then-down-grouped.png) + +* **First Down, then Across** + + The report data is arranged vertically and is wrapped to the next column on reaching the bottom page margin. + + ![](../../../images/eurd-win-multi-column-down-then-across-ungrouped.png) + + When the report data is grouped, you can make each group start on a new column by setting the **Page Break** property of the Group Footer to **After the Band**. + + ![](../../../images/eurd-win-multi-column-down-then-across-grouped.png) + +## How It Works +The following image illustrates a report designer with a multi-column layout applied to the report: + +![](../../../images/eurd-win-multi-column-layout.png) + +In multi-column mode, the report's design surface is limited to the area defined by the column width. This is the only area intended to contain report controls. + +The rest of this surface defines the space on a page remaining for printing columns and column spacing area. + +In the above image, the report data in the Detail band is contained within a [Panel](../use-report-elements/use-basic-report-controls/panel.md) that provides borders around the enclosed content. + +![](../../../images/eurd-win-multi-column-panel-borders-property.png) + +You can also specify a custom background color for the Panel. To learn how to change this color dynamically (based on the report's underlying data), see [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md). + +When the report data is [grouped](../shape-report-data/group-and-sort-data/group-data.md) (as in the above image), and the **First Down, then Across** multi-column layout is used, you can make each group start on a new column. To do this, set the **Page Break** property of the Group Footer to **After the Band** or **After the Band, Except for the Last Entry**. When there is no data to display in the Group Footer, set the band height to zero. + +![](../../../images/eurd-win-multi-column-band-page-break.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md new file mode 100644 index 0000000000..411d672227 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md @@ -0,0 +1,49 @@ +--- +title: Reports Merged with PDF +author: Sergey Andreev +--- +# Reports Merged with PDF + +This tutorial describes how to add PDF content to a report. + +![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result.png) + +> [!TIP] +> The [Create a Master-Detail Report (Use Subreports)](master-detail-reports-with-detail-report-bands.md) topic describes another way to create a report that merges different documents. + +## Create a Report Layout + +Create a report that should include PDF content. + +![initial-report](../../../images/eurd-pdfcontentdemo-initial-report.png) + +In this tutorial, the report shows a purchase order. A **Detail Report** band displays order details and customer information. An inner **Detail Report** band lists products included in an order. + +![initial-report](../../../images/eurd-pdfcontentdemo-initial-preview.png) + +## Add PDF Content + +Add a PDF document for each product listed in an order. + +1. Add a **Detail Report** band at the location where you want to place PDF content. As PDF content is rendered on separate pages, the report from this tutorial includes this band at the bottom. Bind the new band to the same data member as in the [Create a Report Layout](#create-a-report-layout) section above. + + ![add-detail-report-for-pdf](../../../images/eurd-pdfcontentdemo-add-detail-report-for-pdf.png) + +1. Drop the **PDF Content** item from the **Toolbox** onto the added band. + + ![drop-xrpdfcontent](../../../images/eurd-pdfcontentdemo-drop-xrpdfcontent.png) + +1. Bind the dropped control to the source of PDF data. Expand the control's smart tag and click the **Expression** property's ellipsis button below the **Source** property. In the invoked **Expression Editor**, select the data source field that stores PDF documents and click **OK**. + + ![bind-to-pdf-source](../../../images/eurd-pdfcontentdemo-bind-to-pdf-source.png) + + > [!TIP] + > Other options are available to bind the **PDF Content** control to PDF data: + > * **Bind to a PDF file** + > Specify the file's path or URL in the control's **Source URL** property. The specified file should be available when a report is generated. + > * **Save the PDF content in the report** + > Click the **Source** property's ellipsis button and select the file from which to load content. + +The report is ready and can be viewed in the **Preview** tab. Each PDF document is printed on a separate page and uses its own page settings. + +![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result2.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md new file mode 100644 index 0000000000..23b88945c9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md @@ -0,0 +1,97 @@ +--- +title: 'Reports with Cross-Band Content and Populated Empty Space' +author: Sergey Andreev +--- +# Reports with Cross-Band Content and Populated Empty Space + +This document describes how to create a report with the following layout options: + +- Print part of the content across bands (the blue panel); +- Populate the empty space between the detail and footer information with blank rows. + +![](../../../images/eurd-win-underlay-report-preview-6.png) + +## Initial Report + +In this tutorial, the report [groups data](../shape-report-data/group-and-sort-data.md) by a data source field (the report's group field). + +![](../../../images/eurd-win-underlay-report-preview-0.png) + +The _GroupFooter_ band is displayed at the bottom of the page (the **Print At Bottom** property is enabled). There is an empty space between the _Detail_ band's data and the footer. + +![](../../../images/eurd-win-underlay-report-preview.png) + +## Add Line Numbers + +1. Right-click the first cell in the [Detail band](../introduction-to-banded-reports.md)'s table and select **Insert** / **Column to Left** from the context menu. + + ![](../../../images/eurd-win-underlay-report-add-cell.png) + +1. Select the new cell and specify the following property values: + + * **Summary**: _Group_ + * **Expression**: _sumRecordNumber()_ + + ![](../../../images/eurd-win-underlay-report-add-line-numbers.png) + +Each row now includes a number. + +![](../../../images/eurd-win-underlay-report-preview-3.png) + +## Populate the Empty Space + +Populate the empty space between the _Detail_ band's data and footer. + +Click the _Detail_ band's smart tag and enable the **Fill Empty Space** property. + +![](../../../images/eurd-win-underlay-report-fillemptyspace.png) + +The empty space is now populated with numbered lines. + +![](../../../images/eurd-win-underlay-report-preview-4.png) + +> [!NOTE] +> Set the **Text** properties of the _Detail_ band's controls to display static text within the added lines. + +## Add Cross-Band Content to Report Groups + +1. Right-click the design surface. Select **Insert Band** / **GroupHeader** from the context menu. + + ![](../../../images/eurd-win-underlay-report-add-group-header.png) + + > [!Tip] + > Choose a _PageHeader_ band instead to display the cross-band content on an entire page. + +1. Click the added band's smart tag and enable the **Print Across Bands** property. This displays the band content on the background of the _GroupHeader1_, _Detail_, and _GroupFooter1_ bands. + + ![](../../../images/eurd-win-underlay-report-printundernextband.png) + +2. The report's group field is in the _GroupHeader1_ band's **Group Fields** collection. The new band is above _GroupHeader1_ and does not participate in the report's group. Move the group field to the new band. + + - Click _GroupHeader1_'s smart tag, click the **Group Fields** property's ellipsis button and remove the group field from the invoked **Group Field Collection Editor**. + + ![](../../../images/eurd-win-underlay-report-remove-group-fields.png) + + - Click the new band's smart tag, click the **Group Fields** property's ellipsis button and add the group field in **Group Field Collection Editor**. + + ![](../../../images/eurd-win-underlay-report-move-group-fields.png) + +1. Add a [Panel](../use-report-elements/use-basic-report-controls/panel.md) control to the _GroupHeader_. Specify the panel's **Background Color** and drop fields onto the panel. + + ![](../../../images/eurd-win-underlay-report-add-recipient.png) + +4. Adjust the panel's width and height. The height should match the page height, as the footer is printed at the bottom of the page (the _GroupFooter_'s **Print At Bottom** property is enabled). + + ![](../../../images/eurd-win-underlay-report-adjust-crossband-height.png) + +1. Switch to Print Preview. The panel is printed on the background of the group content. + + ![](../../../images/eurd-win-underlay-report-preview-5.png) + +1. Resize the content in other bands to print it side-by-side with the panel. + + ![](../../../images/eurd-win-underlay-report-adjust-width.png) + +See the final report in Print Preview. + +![](../../../images/eurd-win-underlay-report-preview-6.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md new file mode 100644 index 0000000000..70f59d8b51 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md @@ -0,0 +1,237 @@ +--- +title: Reports with Embedded PDF Content +author: Eugene Polevikov +--- + +# Reports with Embedded PDF Content + +This tutorial explains how to use the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control to do the following: + +* Append PDF file pages to a report and make their paper kind the same as in the inital report. +* Add sequential page numbers to the report and PDF file pages. +* Include additional information in the embedded PDF file pages. + +The image below shows an invoice report that contains information about order items. + +![Final Report Page 1](../../../images/create-report-with-pdf-content-final-report-page1.png) + +The following image illustrates the first PDF file page embedded to the invoice report. This page has the same paper kind as the initial report. [Report controls](../use-report-elements/use-basic-report-controls.md) are used to add item title, item price, line, logo image, and sequential page numbers to this page. + +![Final Report Page 2](../../../images/create-report-with-pdf-content-final-report-page2.png) + +To create the above report with PDF content, follow the steps described in these sections: + +* [Create the Main Report](#create-the-main-report) +* [Create a Report with PDF Content](#create-a-report-with-pdf-content) +* [Add the Report with PDF content to the Main Report](#add-the-report-with-pdf-content-to-the-main-report) + +## Create the Main Report + +1. Open the [Report Designer](../../report-designer-for-winforms.md) and [add a new blank report](../../report-designer-for-winforms/add-new-reports.md). +2. Design the report layout. In this tutorial, we create an invoice report that contains information about order items. + + ![Main Report Layout](../../../images/pdfcontent-embedded-mode-main-report-layout.png) + + To supply the report with data, use the following JSON string: + + ``` + { + "InvoiceNumber": 241756, + "OrderDate": "2018-04-23T18:25:43.511Z", + "Customer": { + "Name": "Walters", + "HomeOffice_Line": "200 Wilmot Rd", + "HomeOffice_City": "Deerfield", + "HomeOffice_StateName": "IL", + "HomeOffice_ZipCode": "60015" + }, + "Store": { + "Address_City": "Anaheim", + "Address_Line": "1720 W La Palma Ave", + "Address_StateName": "CA", + "Address_ZipCode": "83709" + }, + "Employee": { + "FullName": "Harv Mudd" + }, + "PONumber": "122023", + "ShipMethod": 0, + "OrderTerms": "15 Days", + "OrderItems": [ + { + "ProductName": "SuperLED 42", + "ProductPrice": 1050, + "ProductUnits": 2, + "Discount": 50, + "Total": 2050 + }, + { + "ProductName": "SuperLED 50", + "ProductPrice": 1100, + "ProductUnits": 5, + "Discount": 500, + "Total": 5000 + }, + { + "ProductName": "Projector PlusHD", + "ProductPrice": 600, + "ProductUnits": 5, + "Discount": 250, + "Total": 2750 + }, + { + "ProductName": "HD Video Player", + "ProductPrice": 220, + "ProductUnits": 10, + "Discount": 200, + "Total": 2000 + } + ], + "ShippingAmount": 375, + "TotalAmount": 12175 + } + ``` + +The following image illustrates the main report's **Preview**: + +![Main Report Preview](../../../images/pdfcontent-embedded-mode-main-report-preview.png) + +## Create a Report with PDF Content + +1. Create a new blank report. Remove the report's margins. + + ![Add a New Blank Report and Remove Margins](../../../images/create-report-with-pdf-content-add-new-blank-report-and-remove-margins.png) + +2. Drop the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control from the **Toolbox** onto the *Detail* band. + + ![Drop the PDF Content Control Onto the Detail Band](../../../images/create-report-with-pdf-content-drop-xrpdfcontent-control-onto-detail-band.png) + +3. Expand the control's smart tag, click the **Source** or **Source URL** property's ellipsis button, and select PDF file. In this demo, we use the following PDF specification: [Specification.pdf](https://github.com/DevExpress-Examples/DataSources/blob/master/Specification.pdf). + + ![Specify PDF File Source](../../../images/create-report-with-pdf-content-specify-pdf-file-source.png) + +4. Disable the control's **Generate Own Pages** property. Adjust the control size to make PDF content fit the entire *Detail* band. For this, set the *Detail* band's **Height** to *1095* and the control's **Width** and **Height** to *850* and *1095*. + + ![Make PDF Content Fit the Entire Detail Band](../../../images/create-report-with-pdf-content-make-pdf-content-fit-entire-detail-band.png) + +5. Disable the report's **Designer Options -> Show Export Warnings** property. Bind the report to the following JSON data: + + ``` + { + "InvoiceNumber": 241756, + "OrderDate": "2018-04-23T18:25:43.511Z", + "Customer": { + "Name": "Walters", + "HomeOffice_Line": "200 Wilmot Rd", + "HomeOffice_City": "Deerfield", + "HomeOffice_StateName": "IL", + "HomeOffice_ZipCode": "60015" + }, + "Store": { + "Address_City": "Anaheim", + "Address_Line": "1720 W La Palma Ave", + "Address_StateName": "CA", + "Address_ZipCode": "83709" + }, + "Employee": { + "FullName": "Harv Mudd" + }, + "PONumber": "122023", + "ShipMethod": 0, + "OrderTerms": "15 Days", + "OrderItems": [ + { + "ProductName": "SuperLED 42", + "ProductPrice": 1050, + "ProductUnits": 2, + "Discount": 50, + "Total": 2050 + }, + { + "ProductName": "SuperLED 50", + "ProductPrice": 1100, + "ProductUnits": 5, + "Discount": 500, + "Total": 5000 + }, + { + "ProductName": "Projector PlusHD", + "ProductPrice": 600, + "ProductUnits": 5, + "Discount": 250, + "Total": 2750 + }, + { + "ProductName": "HD Video Player", + "ProductPrice": 220, + "ProductUnits": 10, + "Discount": 200, + "Total": 2000 + } + ], + "ShippingAmount": 375, + "TotalAmount": 12175 + } + ``` + +6. Place two [labels](../use-report-elements/use-basic-report-controls/label.md), a [line](../use-report-elements/draw-lines-and-shapes/draw-lines.md), and a [picture box](../use-report-elements/use-basic-report-controls/picture-box.md) on the PDF page header as shown below: + + ![Add Controls to Page Header](../../../images/create-report-with-pdf-content-make-pdf-content-add-controls-to-page-header.png) + + Use the following locations and sizes: + + | Control Name | Location | Size | + | --- | --- | --- | + | label1 | 105, 94 | 280, 44 | + | label2 | 105, 138 | 118, 30 | + | line1 | 105, 69 | 687, 20 | + | pictureBox1 | 647, 24 | 145, 45 | + +7. Set the line's **Width** and **Fore Color** to *2* and *Orange* respectively. Assign the following image to the picture box's **Image Source** property: + + ![DevAV Icon](../../../images/devav.png) + + Make the label1's font bold. Set up label appearance as shown in the table below: + + | Control Name | Font | Font Size | Text Property's Expression | Text Format String | + | --- | --- | --- | --- | --- | + | label1 | Segoe UI | 21 | *ProductName* | - | + | label2 | Segoe UI | 12 | *ProductPrice* | {0:$0} | + + ![Bind Labels to Data](../../../images/create-report-with-pdf-content-make-pdf-content-bind-labels-to-data.png) + + To display a product name and price of each order item on a corresponding PDF file page, set the PDF Content **Page Range** property's [expression](../use-expressions.md) to *[DataSource.CurrentRowIndex] + 1*. + + ![Assign Expression to the Page Range Property](../../../images/create-report-with-pdf-content-assign-expression-to-page-range.png) + +8. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the PDF page footer. Use the following settings for this control: + + | Location | Size | Font | Font Size | Text Alignment | Text Format String | + | --- | --- | --- | --- | --- | --- | + | 0, 1045 | 850, 50 | Segoe UI | 12 | Middle Center | Page {0} of {1} | + + ![Add Page Numbers](../../../images/create-report-with-pdf-content-add-page-numbers.png) + +Open **Preview** to show the result. The image below shows the report's first page: + +![Final Report Preview](../../../images/create-report-with-pdf-content-preview.png) + +## Add the Report with PDF Content to the Main Report + +1. Add a footer to the main report. Right-click the design surface, choose **Insert Band**, and select **ReportFooter**. + + ![Add Report Footer](../../../images/create-report-with-pdf-content-add-report-footer.png) + +2. Add the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control to the footer. Assign the path the report with PDF content to the control's **Report Source URL** property. Enable the control's **Generate Own Pages** property. + + ![Add the Subreport](../../../images/create-report-with-pdf-content-add-subreport.png) + +3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the report's **Bottom Margin** band. Set the control's **Text Alignment** propery to *Middle Center* and the **Text Format String** property to *Page {0} of {1}*. + + ![Add Page Numbers to Main Report](../../../images/create-report-with-pdf-content-add-page-number-to-main-report.png) + +Open **Preview** to show the result. + +![Final Report Page 1](../../../images/create-report-with-pdf-content-final-report-page1.png) + +![Final Report Page 2](../../../images/create-report-with-pdf-content-final-report-page2.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md new file mode 100644 index 0000000000..2090bb1298 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md @@ -0,0 +1,53 @@ +--- +title: Reports with a Visual PDF Signature +author: Eugene Polevikov +--- +# Reports with a Visual PDF Signature + +This tutorial describes how to create a report with a visual PDF signature. + +![](../../../images/pdf-signature-report-result-after-sign-lower.png) + +## Create a Report Layout + +1. Drop the **RichText** control from the report controls Toolbox tab onto the **Detail** band. + + ![](../../../images/pdf-signature-report-drop-rich-text.png) + +2. Double-click the control and insert the [DevExpress Website Terms of Use](https://www.devexpress.com/aboutus/legal.xml) text. + + ![](../../../images/pdf-signature-report-add-data-to-rich-text.png) + +3. Right-click the design surface. Select **Insert Band / ReportFooter** from the context menu. Enable the footer band's **Print at Bottom** property. + + ![](../../../images/pdf-signature-report-add-report-footer.png) + +4. Drop the **PdfSignature** control from the report controls Toolbox tab onto the **Report Footer** band. + + ![](../../../images/pdf-signature-report-add-pdf-signature.png) + +5. Place the **Label** control to the left of the **PdfSignature** control and add the following text: _I have read and accept this Website Terms of Use statement_. + + ![](../../../images/pdf-signature-report-add-xr-label-and-line.png) + +Click the **Preview Tab** to show the result. + +![](../../../images/pdf-signature-report-result-before-sign.png) + +## Export and Sign the Report + +1. In **Preview**, click **Export Document** and select **PDF File**. + + ![](../../../images/pdf-signature-report-sign-1.png) + +2. In the invoked **PDF Export Options** dialog, click the **Digital Signature** option's ellipsis button. + + ![](../../../images/pdf-signature-report-sign-2.png) + +3. In the invoked **Signature Options** dialog, choose a certificate and specify signature details. + + ![](../../../images/pdf-signature-report-sign-3.png) + +Save and open the document to show the final result. + +![](../../../images/pdf-signature-report-result-after-sign.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/table-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/table-reports.md new file mode 100644 index 0000000000..29e9ad45b0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/table-reports.md @@ -0,0 +1,49 @@ +--- +title: Table Reports +author: Anna Gubareva +--- +# Table Reports + +This tutorial describes how to create a data-bound report displaying information in a tabular format. Table reports should not be confused with hierarchical [master-detail reports](master-detail-reports-with-detail-report-bands.md), nor with [cross-tab reports](cross-tab-reports.md). + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + +3. Add the [Page Header](../introduction-to-banded-reports.md) band to the report to print the column headers at the top of every document page. To do this, right-click the report's surface, and select **Insert Band** | **PageHeader** in the context menu. + + ![](../../../images/eurd-win-table-report-insert-page-header.png) + +4. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and select the required fields by clicking them while holding the CTRL or SHIFT key. Then, drop them onto the Page Header band with the right mouse button to quickly create column headers. + + ![](../../../images/eurd-win-table-report-add-static-captions.png) + + This creates a [Table](../use-report-elements/use-tables.md) in which each cell shows a field name. + +5. To provide dynamic content to the report, switch to the Field List again and select the same fields. Click the selected fields and drag-and-drop them onto the Detail band. + + ![](../../../images/eurd-win-table-report-add-dynamic-content.png) + + This creates a table with the same number of cells as the number of fields selected with each cell bound to the appropriate data field. + +6. Select a table by clicking its handle, which appears when you hover the table with the mouse cursor. To select both tables simultaneously, click their handles while holding the CTRL key. + + ![](../../../images/eurd-win-table-report-select-both-tables.png) + +7. Use the [Toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **Font**, **Alignment** and **Borders** sections to customize the tables' appearance. + + ![](../../../images/eurd-win-table-report-appearance-via-toolbar.png) + +8. Define a currency format for the **UnitPrice** cell. Click the cell's smart tag, and then, click the **Format String** property's ellipsis button. Select the appropriate format in the invoked **Format String Editor** editor and click **OK**. + + ![](../../../images/eurd-win-table-report-format-string.png) + +9. To further improve the table readability, you can apply different visual styles to its odd and even rows. See [Report Visual Styles](../customize-appearance/report-visual-styles.md) to learn more. + + ![](../../../images/eurd-win-table-report-odd-even-styles.png) + + See the [Use Tables](../use-report-elements/use-tables.md) section to learn how to add or remove the table's rows and cells, as well as convert the table's cells to separate label controls. + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-win-table-report-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md new file mode 100644 index 0000000000..5175658d23 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md @@ -0,0 +1,75 @@ +--- +title: Vertical Reports +author: Mary Sammal +--- +# Vertical Reports + +This tutorial describes how to use vertical bands to create a report where record fields are arranged vertically and data records are printed horizontally. + +![](../../../images/eurd-win-VerticalBandDemoReport_Result_Preview.png) + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + +3. Click the report's smart tag and choose **Design in Report Wizard...**. + + ![](../../../images/eurd-win-design-in-report-wizard.png) + + + +4. In the invoked [Report Wizard](../report-designer-tools/report-wizard.md), select **Vertical Report** and click **Next**. + + ![VerticalBandDemoReport_SelectReportType](../../../images/eurd-VerticalBandDemoReport_SelectReportType.png) + +5. Select the data fields that should be included in the report. + + ![VerticalBandDemoReport_SelectFields](../../../images/eurd-win-VerticalBandDemoReport_SelectFields.png) + +6. Specify group data fields to create a report with grouped data (the report in this tutorial does not have group fields). + +7. Add summary fields to the report. + + ![VerticalBandDemoReport_SummaryFunctions](../../../images/eurd-win-VerticalBandDemoReport_SummaryFunctions.png) + +8. Change the report page layout to *landscape* so that the vertical table fit the report. + + ![VerticalBandDemoReport_PageSettings](../../../images/eurd-win-VerticalBandDemoReport_PageSettings.png) + +9. You can set the report's color scheme. + + ![VerticalBandDemoReport_ColorScheme](../../../images/eurd-win-VerticalBandDemoReport_ColorScheme.png) + +10. Specify the report's title. + + ![VerticalBandDemoReport_Title](../../../images/eurd-win-VerticalBandDemoReport_Title.png) + +Click **Finish** and the generated report opens in the Report Designer. + +![VerticalBandDemoReport_WizardResult](../../../images/eurd-win-VerticalBandDemoReport_WizardResult.png) + +The wizard adds report controls to the following [bands](../introduction-to-banded-reports.md): + +- **Vertical Header band** + Contains a table with a single column that displays headers of the report's data fields. +- **Vertical Details band** + Contains a table with a single column that is printed so many times as there are records in the report's data source. +- **Vertical Total band** + Contains a table with a single column that has so many labels in cells as there are summary functions you specified for each field in the Report Wizard (only the **sum** function for each field in this demo). + +Switch to the Preview tab to see the result. + +![VerticalBandDemoReport_WizardResult](../../../images/eurd-win-VerticalBandDemoReport_WizardResult_Preview.png) + +> [!Tip] +> You can create a vertical report without using the Report Wizard. Right-click the report in the Report Designer and choose **Insert Vertical Band** in the invoked context menu. Refer to the [Introduction to Banded Reports](../introduction-to-banded-reports.md#vertical-bands) topic for more information. + +## Set Vertical Table Options + +You can set the following options in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) to modify the vertical table: + +- Disable the Vertical Header band's **Repeat Every Page** property to display field headers once - on the first report page. + +- Set the Vertical Detail band's **Band Layout** property to *Across Then Down* to print the data records that do not fit a page on the same page, otherwise, they are printed on the next page (as in this demo). + +- Specify the Vertical Detail band's **Sort Fields** property to sort the report's data. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md new file mode 100644 index 0000000000..d360c66d22 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md @@ -0,0 +1,50 @@ +--- +title: Appearance Properties +author: Mary Sammal +--- +# Appearance Properties + +This document describes the purpose and implementation of the appearance properties - a special set of properties that allow you to customize the appearance of a report or any of its elements. + +## Properties Overview + +Every report element ([control](../use-report-elements.md) or [band](../introduction-to-banded-reports.md)), and a report itself, has a set of properties that specify its appearance. They are listed in the following table. + +| Property Name | Description | +|---|---| +| **Background Color** | Gets or sets a background color to a report element and its child controls. | +| **Border Color** | Gets or sets a border color to a report element and its child controls. | +| **Border Dash Style** | Gets or sets a border dash style to a report element and its child controls. | +| **Borders** | Gets or sets borders (top, right, bottom,left), which should be visible for a report element and its child controls. | +| **Border Width** | Gets or sets a border width to a report element and its child controls. | +| **Font** | Gets or sets the font options (its name, size, etc.) to a report element and its child controls. | +| **Foreground Color** | Gets or sets the foreground color to a report element and its child controls. | +| **Padding** | Gets or sets the indent values which are used to render the contents of a report element and its child controls. | +| **Text Alignment** | Gets or sets the text alignment to a report element and its child controls. | + +## Access Appearance Properties + +Use the Report Designer's [Toolbar](../report-designer-tools/ui-panels/toolbar.md) to access the appearance properties. + +![eurd-win-appearance-properties-on-toolbar](../../../images/eurd-win-appearance-properties-on-toolbar.png) + +More appearance properties are available in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Appearance** tab. + +![eurd-win-appearance-properties-in-property-grid](../../../images/eurd-win-appearance-properties-in-property-grid.png) + + + +## Property Value Inheritance + +By default, appearance properties for every control or a band are set to empty values, which means that their real values are obtained from a control's parent, or a parent of its parent and so on. + +![AppearanceProperties_0](../../../images/eurd-win-appearance-properties.png) + +> [!NOTE] +> The appearance properties may not be used by all descendants of the current report element for which they are defined. For example, the **Page Break** element ignores the **Back Color** property. + +To reset values of these properties, click the property marker in the Property Grid, and select **Reset** in the invoked menu. Then, the control's actual appearance will be determined by the appropriate properties settings of its parent. + +![AppearanceProperties_1](../../../images/eurd-win-appearance-properties-reset.png) + +If a report element has a [style](report-visual-styles.md) assigned to it, the priority of the properties defined by this style is determined by the **StylePriority** property. Note that when a [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) is involved, the appearance it defines is of greater priority than the properties described above. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md new file mode 100644 index 0000000000..3a132788c7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md @@ -0,0 +1,44 @@ +--- +title: Report Style Sheets +owner: Mary Sammal +--- +# Report Style Sheets + +You can combine [report styles](report-visual-styles.md) into a style sheet and reuse them in reports. This topic explains how to create and use style sheets in reports. + +## Save Styles as Style Sheets + +Press the caption button in the toolbar's Styles group to invoke the Style Editor. + +![eurd-win-save-styles](../../../images/eurd-win-save-styles.png) + +Press the ![Save](../../../images/eurd-win-save-button-styles-editor.png) button to save the styles as a style sheet (external REPSS file). + +## Add a Style Sheet to a Report + +Do the following to embed a style sheet's styles in a report: + +- invoke the Styles Editor; + +![eurd-win-invoke-styles-editor](../../../images/eurd-win-invoke-styles-editor.png) + +- press ![](../../../images/eurd-win-Open-Dialog.png) and choose a style sheet file in the Open dialog. + +![eurd-win-open-style-sheet](../../../images/eurd-win-open-style-sheet.png) + +All the styles are now available in the report's toolbar and Report Explorer. + +![eurd-win-added-styles](../../../images/eurd-win-added-styles.png) + + +## Reuse Style Sheets in Reports + +You can utilize styles from a style sheet in a report. To do this, specify the path to the style sheet file in the report's **Style Sheet's Path** property. + +![eurd-win-stylesheetpath](../../../images/eurd-win-stylesheetpath.png) + +The attached style sheet's styles are now available in the report's toolbar and the Report Explorer. You **cannot edit these styles**. + +![eurd-win-read-only-styles](../../../images/eurd-win-read-only-styles.png) + + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md new file mode 100644 index 0000000000..41b30e3f68 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md @@ -0,0 +1,92 @@ +--- +title: Report Visual Styles +owner: Mary Sammal +--- +# Report Visual Styles + +This topic describes how to combine [appearance properties](appearance-properties.md) into styles and apply them to report elements. + +## Create a Report Style + +Use the following approaches to create a visual style in your report: + +- **Extract a Style** + + Specify a report control's [appearance properties](appearance-properties.md) and press **Extract Style** in the report's [toolbar](../report-designer-tools/ui-panels/toolbar.md). + + ![eurd-win-specify-properties](../../../images/eurd-win-specify-properties.png) + + +- **Create a new Style** + + Press the caption button in the toolbar's Styles group to invoke the Styles Editor. + + ![eurd-win-styles-add-styles](../../../images/eurd-win-styles-add-style.png) + + Press the **Add a style** button and specify the new style's appearance properties. Close the Styles Editor. + +The created style is added to the Style gallery. You can access this gallery in the following places: + +- the Styles group in the report's [toolbar](../report-designer-tools/ui-panels/toolbar.md); + + ![eurd-win-styles-in-toolbar](../../../images/eurd-win-styles-in-toolbar.png) + +- the Styles group in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). + + ![eurd-win-styles-in-report-explorer](../../../images/eurd-win-styles-in-report-explorer.png) + +## Assign a Style to a Report Element + +Select a report element and press a style in the toolbar's Styles group. + +![eurd-win-assign-style](../../../images/eurd-win-assign-style.png) + + +This assigns the style to the report element's **Style** property. + +![eurd-win-style-property](../../../images/eurd-win-style-property.png) + + +## Assign Odd and Even Styles + +You can use the **Odd Style** and **Even Style** properties to apply different styles to alternating rows in a report. + +![eurd-win-styleproperty-oddeven](../../../images/eurd-win-styleproperty-oddeven.png) + +![eurd-win-use-oddevenstyles](../../../images/eurd-win-use-oddevenstyles.png) + +## Customize a Style + +Press the caption button in the toolbar's Styles group to invoke the Styles Editor. + +![eurd-win-customize-style](../../../images/eurd-win-customize-style.png) + +Select a style and modify its property values. All the report elements apply the updated style immediately. + +## Style Inheritance + +Nested elements inherit their parent element's style if they do not have an applied style. + +## Override Styles + +You can specify a different value for a report element's appearance property to override the corresponding property value in the report element's style. + +> [!NOTE] +> If you apply [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md), its appearance property values have a higher priority than both the individually specified properties and the style's properties. + +## Reuse Styles + +You can add a style to the [Report Gallery](../report-designer-tools/ui-panels/report-gallery.md) and use it across different reports. + +In the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md), right-click a style and choose **Add to Gallery**. + +![eurd-win-add-style-to-gallery](../../../images/eurd-win-add-style-to-gallery.png) + +The styles that the Report Gallery includes are available across reports. Drag a style from the **Report Gallery** to a report element. + +![eurd-win-apply-gallery-style](../../../images/eurd-win-apply-gallery-style.png) + +This embeds the style to the report and set's the report element's **Style** property. + +> [!NOTE] +> You can combine styles into [style sheets](report-style-sheets.md) and reuse them in reports. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md new file mode 100644 index 0000000000..1d812ef727 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md @@ -0,0 +1,35 @@ +--- +title: First Look at the Report Designer +owner: Mary Sammal +--- +# First Look at the Report Designer + +![](../../images/eurd-win-report-designer.png) + +The _design surface_ displays a report's structure and contents. You can use the tools on the Report Designer's panels to design the report: + +- access the report's data source schema in the [Field List](report-designer-tools/ui-panels/field-list.md); + +- drop report controls from the [Toolbox](report-designer-tools/ui-panels/toolbox.md) to the design surface; + +- use the [Ribbon](report-designer-tools/ui-panels/toolbar.md) toolbar and [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md) to set up the report controls; + +- access the report's elements in the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md); + +- use the [Group and Sort](report-designer-tools/ui-panels/group-and-sort-panel.md) panel to manage the report's group and sort settings. + +A blank report's design surface displays page margins and an empty [detail band](introduction-to-banded-reports.md). + + +![report-bands-design-time-default-layout](../../images/eurd-win-report-bands-design-time-default-layout.png) + + +Use the zoom panel to change the Report Designer's default zoom factor. + +![report-designer-zoom-panel](../../images/eurd-win-report-designer-zoom-panel.png) + +Switch to the **Preview** tab. This opens a [Print Preview](preview-print-and-export-reports.md) and displays the generated report document with the data source's data. + +![eurd-win-preview](../../images/eurd-win-preview.png) + +Switch to the **Scripts** tab to manage and customize [report scripts](use-report-scripts.md). diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md new file mode 100644 index 0000000000..bb3eb3e696 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md @@ -0,0 +1,163 @@ +--- +title: Introduction to Banded Reports +owner: Mary Sammal +--- +# Introduction to Banded Reports + +Banded reports provide a generalized report layout notion. When you preview a banded report, a report document is generated based on the report layout and data source. + +## Report Bands + +A report layout consists of bands that contain report controls and define their location on document pages. A blank report contains the following bands: + +- The **Detail Band** is printed for every record in a data source unless you filtered the data. + + Every report should have a detail band, and you cannot delete it. + +- The **Top Margin** and **Bottom Margin** bands. These bands are repeated once on every document page. + +![eurd-win-report-bands-design-time-default-layout](../../images/eurd-win-report-bands-design-time-default-layout.png) + +You can also add the following bands: + +- **Report Header** and **Report Footer** + + The **Report Header** is the report's first band (margins are "out-of-page" zones). Use this band to display the report's name, company logo, [date of creation, username](add-extra-information.md), etc. + + The **Report Footer** is placed before the Page Footer and Bottom Margin on the report's last page. You can use the Report Footer band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. + +- **Page Header** and **Page Footer** + + These bands are at the top and bottom of every page in a report. They display information that should be printed on every page. + +- **Group Header** and **Group Footer** + + These bands are above and below each [group](shape-report-data/group-and-sort-data.md). The [Group and Sort Panel](report-designer-tools/ui-panels/group-and-sort-panel.md) create these bands automatically. + +> [!TIP] +> Only the detail and group bands can be used to display dynamic data source contents. Other bands display titles, summaries, and [extra information](add-extra-information.md). + +The following image illustrates a sample report layout and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) that reflects the report's structure: + +![eurd-win-report-bands-basic-layout](../../images/eurd-win-report-bands-basic-layout.png) + +## Add a Detail Band to a Master-Detail Band + +Use the **Detail Report** band to create hierarchical [master-detail reports](create-reports/master-detail-reports-with-detail-report-bands.md). Detail report bands provide detailed information about each record in the master report's detail band (for example, orders shipped to each customer). You can create such reports when master-detail relationships are defined between data source tables: + +![eurd-win-master-detail-relation-editor-report-designer](../../images/eurd-win-master-detail-relation-editor-report-designer.png) + +The Detail Report band is a separate report (subreport) with its own data source and different bands. A report can have any number of detail reports that can also be nested. + +The following image illustrates a master-detail report and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) that reflects the report's structure: + +![eurd-win-report-bands-basic-layout-subreports](../../images/eurd-win-report-bands-basic-layout-subreports.png) + +## Vertical Bands + +You can replace the Detail band with the Vertical Header, Vertical Detail and Vertical Total bands to display record fields vertically and print data records horizontally - from left to right (and vise versa if the report's RTL mode is enabled). + +![VerticalBands_Demo](../../images/eurd-VerticalBands-Demo.png) + +To add vertical bands to your report, right-click the report in the Report Designer and choose **Insert Vertical Band** in the invoked context menu. + +![VerticalBands_UseContextMenu](../../images/eurd-VerticalBands-UseContextMenu.png) + +> [!Note] +> If your report's **Detail** band contains report controls, this band and all these controls are lost when you add a vertical band (the same behavior takes place in the opposite situation). + +The following vertical bands are available: + +- **Vertical Header** + Contains headers of the report's data fields. These headers are arranged vertically. +- **Vertical Details** + This band is printed for every record in a data source unless you filtered the data. The records are displayed one after another in a horizontal direction. +- **Vertical Total** + This band is placed at the rightmost position (leftmost when RTL is enabled). You can use the Vertical Total band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. + +You can use the [Report Wizard](report-designer-tools/report-wizard.md) to create a report with vertical bands. Refer to the [Vertical Reports](create-reports/vertical-reports.md) topic for instructions on how to create a report with vertical bands. + + +## Create Band Copies + +You can create functional copies of a band, for example, to display different contents based on a specific condition. To do this, add **sub-bands** to bands. + +![eurd-win-report-bands-basic-layout-sub-bands](../../images/eurd-win-report-bands-basic-layout-sub-bands.png) + +> [!TIP] +> See [Lay out Dynamic Report Content](lay-out-dynamic-report-content.md) for details on how to specify the location of bands' content on document pages. + +## Manage Report Bands +### Expand or Collapse Bands in the Report Designer + +Click the arrow button on a band's title to collapse or expand that band. + +![eurd-win-report-bands-collapsing](../../images/eurd-win-report-bands-collapsing.png) + +Click **Collapse All** on the [Toolbar](report-designer-tools/ui-panels/toolbar.md)'s View Tab to collapse all bands in a report. Click **Expand All** to expand all report bands. + +![eurd-win-collapse-all-bands](../../images/eurd-win-collapse-all-bands.png) + +Right-click a band and select **Collapse Other Bands** from the context menu to collapse all bands except the clicked band. + +![eurd-win-collapse-other-bands](../../images/eurd-win-collapse-other-bands.png) + +### Hide Bands in the Report Document + +You can avoid printing band content in a document. To do this, select the band and set the band's **Height** property to zero or disable its **Visible** property in the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +![eurd-win-band-properties-in-property-grid](../../images/eurd-win-band-properties-in-property-grid.png) + +### Remove Bands + +Select a band on the report design surface and press DELETE. This removes the band and all its content. + +### Add Bands + +To add a band, right-click a report's design surface, and in the invoked context menu, choose **Insert Band**. + +![eurd-win-report-bands-context-menu](../../images/eurd-win-report-bands-context-menu.png) + +You can insert a detail report band if the report's data source has [master-detail relations](create-reports/master-detail-reports-with-detail-report-bands.md). + +![eurd-win-add-band-relationship](../../images/eurd-win-add-band-relationship.png) + +### Access the Bands Collection + +Click the **Edit and Reorder Bands** context link in a report's smart tag to access the report's bands collection. + +![eurd-win-report-bands-collection-report-smart-tag](../../images/eurd-win-report-bands-collection-report-smart-tag.png) + +This command is also available in a band's context and smart tag menus. + +![eurd-win-report-bands-collection-band-smart-tag](../../images/eurd-win-report-bands-collection-band-smart-tag.png) + +The invoked editor allows you to reorder bands and change their properties. + +![report-bands-collection-band-smart-tag](../../images/eurd-win-report-bands-collection-band-editor.png) + +Alternatively, use the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) to edit and reorder bands. Select a band and edit its properties in the **Property Grid**. + +![report-explorer-edit-band](../../images/eurd-win-report-explorer-edit-band.gif) + +Drag a band to change its order or move inside/outside of another band. The drop targets are highlighted when you drag a band over them. + +![report-explorer-drag-band](../../images/eurd-win-report-explorer-drag-band.gif) + +You can drag bands to the following targets: + +| Dragged Band | Drop Targets | +| --- | --- | +| **SubBand** | All bands except **TopMargin** and **BottomMargin** | +| **GroupHeader**, **GroupFooter** | **XtraReport** (root node), **DetailReport** | +| **DetailReport** | **XtraReport** (root node), **DetailReport** | + +## Apply Styles to Bands + +Select a band and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. + +![design-time-select-style](../../images/eurd-win-select-style-band.png) + +As an alternative, you can drag a style from the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) onto a band. This is applicable to all bands except **DetailReport**. + +![design-time-drag-style](../../images/eurd-win-drag-style-band.gif) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md new file mode 100644 index 0000000000..c76a064626 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md @@ -0,0 +1,21 @@ +--- +title: Anchor Controls +author: Anna Gubareva +--- +# Anchor Controls + +You can anchor a control to the top, bottom, or both edges of its parent container using the **Anchor Horizontally** and **Anchor Vertically** properties. + +![](../../../images/eurd-win-anchor-horizontally-property.png) + +* **Anchor Horizontally = None** + + ![](../../../images/eurd-win-anchor-horizontally-none.png) + +* **Anchor Horizontally = Right** + + ![](../../../images/eurd-win-anchor-horizontally-right.png) + +* **Anchor Horizontally = Both** + + ![](../../../images/eurd-win-anchor-horizontally-both.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md new file mode 100644 index 0000000000..f330da932d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md @@ -0,0 +1,22 @@ +--- +title: Keep Content Together +author: Anna Gubareva +--- +# Keep Content Together + +You can choose whether a control's content can be split across several pages using its **Keep Together** property. + +![](../../../images/eurd-win-keep-together-property.png) + +| **"Keep Together" is disabled** | **"Keep Together" is enabled** | +|---|---| +| ![](../../../images/eurd-win-keep-together-false.png) | ![](../../../images/eurd-win-keep-together-true.png) | + +Enabling this property for a single control makes the same band's controls behave like this option is enabled. + +Use the band's **Keep Together** property to enable this feature for all controls within a specific band. + +> [!NOTE] +> This feature is not available for the [Chart](../use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md), [Sparkline](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) and [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) controls. + +In a master-detail report, you can print the detail band on the same page as the detail report band using the detail band's **Keep Together With Detail Reports** property. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md new file mode 100644 index 0000000000..502c8e97dc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md @@ -0,0 +1,38 @@ +--- +title: Maintain the Band Location on a Page +author: Anna Gubareva +--- +# Maintain the Band Location on a Page + +Use the [Group and Report Footer](../introduction-to-banded-reports.md)'s **Print At Bottom** property to choose whether these bands should appear at the bottom of a page or immediately after the previous band. + +![](../../../images/eurd-win-print-at-bottom-property.png) + +| **Print at Bottom = No** | **Print at Bottom = Yes** | +|---|---| +| ![](../../../images/eurd-win-print-at-bottom-false.png) | ![](../../../images/eurd-win-print-at-bottom-true.png) | + + +Use the Page Header and Footer's **Print On** property to avoid printing these bands on the same page with a Report Header and/or Footer. + +![](../../../images/eurd-win-print-on-property.png) + +* **Print On = All Pages** + + ![](../../../images/eurd-win-print-on-all-pages.png) + +* **Print On = Not With Report Header** + + ![](../../../images/eurd-win-print-on-not-with-report-header.png) + +Use the Group Header and Footer's **Repeat Every Page** property to repeat these bands on every page. + +![](../../../images/eurd-win-repeat-every-page-property.png) + +* **Repeat Every Page = No** + + ![](../../../images/eurd-win-repeat-every-page-false.png) + +* **Repeat Every Page = Yes** + + ![](../../../images/eurd-win-repeat-every-page-true.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md new file mode 100644 index 0000000000..91b3cca7d4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md @@ -0,0 +1,59 @@ +--- +title: Maintain the Size and Content of Data-Bound Controls +author: Anna Gubareva +--- +# Maintain the Size and Content of Data-Bound Controls + +Use the control's **Can Grow** and **Can Shrink** properties to make a data-bound control automatically adjust its height to its contents. + +![](../../../images/eurd-win-can-grow-can-shrink-properties.png) + +| **Can Grow = No** | **Can Grow = Yes** | +|---|---| +| ![](../../../images/eurd-win-can-grow-false.png) | ![](../../../images/eurd-win-can-grow-true.png) | + +| **Can Shrink = No** | **Can Shrink = Yes** | +|---|---| +| ![](../../../images/eurd-win-can-shrink-false.png) | ![](../../../images/eurd-win-can-shrink-true.png) | + +> [!NOTE] +> This feature does not work with [anchoring](anchor-controls.md) enabled, as well as for labels that are used to display [summary function results](../shape-report-data/calculate-summaries/calculate-a-summary.md). + +Use the **Auto Width** property to make a data-bound [Label](../use-report-elements/use-basic-report-controls/label.md) or [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) automatically adjust its width to its content. This option behavior depends on the control's current horizontal alignment (**Text Alignment** property value). + +* **Text Alignment = Left** + + ![](../../../images/eurd-win-label-auto-width-left-align.png) + +* **Text Alignment = Right** + + ![](../../../images/eurd-win-label-auto-width-right-align.png) + +* **Text Alignment = Center** + + ![](../../../images/eurd-win-label-auto-width-center-align.png) + +The control's **Word Wrap** property allows you to make a control display its contents in multiple lines when it does not fit into the control's dimensions. + +| Auto Width = No, Word Wrap = No | Auto Width = No, Word Wrap = Yes | +|---|---| +| ![](../../../images/eurd-win-auto-width-false-word-wrap-false.png) | ![](../../../images/eurd-win-auto-width-false-word-wrap-true.png) | + +| Auto Width = Yes, Word Wrap = No | Auto Width = Yes, Word Wrap = Yes | +|---|---| +| ![](../../../images/eurd-win-auto-width-true-word-wrap-false.png) | ![](../../../images/eurd-win-auto-width-false-word-wrap-true.png) | + + +You can also use the opposite **Text Fit Mode** property to adjust a label or table cell's font size to fit the control's bounds. + +![](../../../images/eurd-win-label-text-fit-mode-property.png) + +| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | +|---|---|---|---| +| ![](../../../images/eurd-win-label-text-fit-mode-none.png) | ![](../../../images/eurd-win-label-text-fit-mode-grow-only.png) | ![](../../../images/eurd-win-label-text-fit-mode-shrink-only.png) | ![](../../../images/eurd-win-label-text-fit-mode-shrink-and-grow.png) | + +This property is not available in the following cases: + +* The **Can Grow**, **Can Shrink** or **Auto Width** option is enabled; +* The label's **Angle** property is specified; +* The control's **Anchor Horizontally** or **Anchor Vertically** property is set to **Both**. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md new file mode 100644 index 0000000000..f9f610802f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md @@ -0,0 +1,45 @@ +--- +title: Suppress Controls +author: Anna Gubareva +--- +# Suppress Controls + +## Avoid Duplicated and Empty Values + +When identical or null values appear in a report's data source, you can suppress these values in a report using the following properties: + +* **Process Duplicates Mode** + + Specifies how to process report controls with identical values (leave them as is, merge, suppress, or suppress and shrink). + +* **Process Null Values** + + Specifies how to process report controls receiving null values from a data source (leave them as is, suppress, or suppress and shrink). + +* **Process Duplicates Target** + + Specifies whether to process duplicate the control's **Text** or **Tag** property values. + +![](../../../images/eurd-win-proccess-duplicates-properties.png) + +These properties are available for the following controls: + +* [Barcode](../use-report-elements/use-bar-codes.md) +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) +* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) +* [Table Cell](../use-report-elements/use-tables.md) +* [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) + +## Conditionally Suppress a Control + +You can suppress a control when a specified logical condition is met by specifying the required **Visible** property expressions as described in the [Conditionally Suppress Controls](../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) topic. + +In this case, a space remains in the band at the control's location. You can avoid this by placing these controls onto an [Panel](../use-report-elements/use-basic-report-controls/panel.md) and enabling its **Can Shrink** property. + +![](../../../images/eurd-win-panel-can-shrink-property.png) + +For this feature to work correctly, consider the following: + +* Specify the **Visible** property's expression to the controls in the panel (and not to the panel itself). +* Do not assign borders to the panel container. Otherwise, they are printed when the panel's content is suppressed. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/localize-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/localize-reports.md new file mode 100644 index 0000000000..4d3017d12d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/localize-reports.md @@ -0,0 +1,29 @@ +--- +title: Localize Reports +author: Anna Gubareva +--- +# Localize Reports + +This document describes how to localize a report for different languages and cultures. + +To localize a report, open it in the Report Designer and specify a report language other than _Default_. Change the reporting controls' text, sizes, and locations and save the report. All language-specific changes are saved with the report. When a localized report is displayed in Preview, the document contains modifications that match the application's culture. + +Perform the following actions to localize a report: + +1. In the Report Designer Toolbar, switch to the **View** tab and select the language in the drop-down list in the **Localization** group. + + ![](../../images/eurd-localize-report-winforms-eud-ribbon.png) + +2. Enable the **Show Localizable Properties** option to display only localizable properties in the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md). + + ![](../../images/eurd-localize-report-winforms-eud-ribbon-checkbox.png) + +3. Edit the report layout and change the controls' property values. You can move and resize a control. + + ![](../../images/eurd-localize-report-winforms-eud-resize.png) + +4. Click the **dialog box launcher** to invoke the [Localization Editor](report-designer-tools/localization-editor.md). It allows you to change text strings in the report and expedite the translation process. + + ![](../../images/eurd-localize-report-winforms-eud-language-editor.png) + +5. Save the report. Localized values are stored in the report file. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports.md new file mode 100644 index 0000000000..8a679f9c7d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports.md @@ -0,0 +1,13 @@ +--- +title: Merge Reports +--- +# Merge Reports + +You may have report pages that do not fit within an entire report template in the following cases: + +* [Title pages or custom pages at the end of the report](merge-reports/add-a-report-to-the-end-beginning.md); +* [Charts within a table report](merge-reports/use-data-driven-page-sequence.md); + +You can create pages in a separate report and merge them into your base report. This enables you to print and export merged pages as a single document, and preserve the original report page settings and orientation. + +![report-merging](../../images/eurd-report-merging.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md new file mode 100644 index 0000000000..7a1291a3ae --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md @@ -0,0 +1,36 @@ +--- +title: Add a Report to the End/Beginning +owner: Sergey Andreev +--- + +# Add a Report to the End/Beginning + +Follow the steps below to add a separate report to the end of another report and print it as a single job. + +![xtrareports-merge-endreport-layouts](../../../images/eurd-merge-endreport-layouts.png) + +1. Right-click the base report and select the **Insert Band** / **Report Footer** item in the context menu. + + ![toolbox-drop-report-control-label](../../../images/eurd-merge-add-report-footer.png) + +1. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the created Report Footer band. + + ![toolbox-drop-report-control-label](../../../images/eurd-merge-add-subreport-2.png) + + > [!Tip] + > To add a report to the beginning of another report (for instance, to add a title page), use the **Report Header** band instead. + +1. Click the subreport's smart tag and specify a report in the **Sub-Report Tasks** window: + + * Use the **Report Source** property to assign a predefined report from the Designer. + * Use the **Report Source Url** property to assign a custom report. + + ![xtrareports-add-subreport](../../../images/eurd-merge-configure-subreport-2.png) + +1. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. + + ![xtrareports-subreport-enable-generateownpages](../../../images/eurd-merge-enable-generateownpages-2.png) + +1. Switch to Preview mode to see the combined report. + + ![title-report-page-result](../../../images/eurd-merge-endreport-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md new file mode 100644 index 0000000000..a2ad84b7f0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md @@ -0,0 +1,71 @@ +--- +title: 'Use Data-Driven Page Sequence' +owner: Sergey Andreev +--- + +# Use Data-Driven Page Sequence + +This topic describes how to combine a table report that uses the Portrait page orientation and a chart report that uses Landscape page orientation. + +![xtrareports-merge-reports](../../../images/eurd-merge-reports.png) + +Follow the steps below to create a combined report: + +## Create a Chart Report + +1. Create a report that shows data in the chart form. [Bind](../bind-to-data/bind-a-report-to-a-database.md) the report to a data source. Set the report's **Landscape** property to **true** to enable the Landscape page orientation. + + ![xtrareports-subreport](../../../images/eurd-merge-chart-report.png) + +1. Add a parameter to your chart report to identify which data to use for the chart. Right-click **Parameters** in the **Field List** and choose **Add Parameter**. + + ![xtrareports-subreport-add-parameter](../../../images/eurd-fieldlist-addparameter.png) + +1. Select the created parameter and set its **Name** and **Type**, and uncheck the **Visible** option. + + ![xtrareports-subreport-configure-parameter](../../../images/eurd-report-param.png) + +1. Click the report's smart tag. Click the **Filter String** option's ellipsis button. In the invoked [FilterString Editor](../shape-report-data/filter-data/filter-data-at-the-report-level.md), construct an expression to compare the key data field to the created parameter. To access the parameter, click the icon on the right until it turns into a question mark. + + ![xtrareports-subreport-add-parameter](../../../images/eurd-report-param-2.png) + +1. Save the report. + +## Create the Base Report + +1. Create a report [bound](../bind-to-data/bind-a-report-to-a-database.md) to the same data source as the chart report, and arrange a layout like the one shown below: + + ![xtrareports-create-report](../../../images/eurd-merge-products-report-layout.png) + +1. Right-click the base report's **Detail** band and select the **Insert Band** / **Group Footer** item in the context menu. + + ![toolbox-drop-report-control-label](../../../images/eurd-merge-add-group-footer.png) + +1. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the added group footer band. + + ![xtrareports-add-subreport](../../../images/eurd-merge-add-subreport-3.png) + +1. Click the sub-report control's smart tag and specify the chart report in the **Sub-Report Tasks** window: + + * Use the **Report Source** property to assign a predefined report from the Designer. + * Use the **Report Source Url** property to assign a custom report. + + ![xtrareports-add-subreport](../../../images/eurd-merge-configure-subreport-2.png) + +1. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. + + ![xtrareports-subreport-enable-generateownpages](../../../images/eurd-merge-enable-generateownpages-2.png) + +1. Bind the chart report's parameter to the base report's data field. Click the subreport's smart tag and select **Edit Parameter Bindings** in the invoked **SubReport Tasks** window. + + ![xtrareports-add-subreport](../../../images/eurd-merge-edit-parameter-bindings.png) + +1. The **Parameter Bindings Collection Editor** is invoked. Click **Add** to add a new binding. In the binding properties list, specify the data field to bind to and the parameter name to bind. + + ![xtrareports-add-subreport](../../../images/eurd-report-param-3.png) + +1. Switch to Preview mode to see the combined report. + + ![xtrareports-merge-reports](../../../images/eurd-merge-reports.png) + +Your base report's **Table of Contents** and **Document Map** include bookmarks from the embedded report. Use the **Parent Bookmark** property to specify the nesting level for the embedded report's bookmarks. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/open-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/open-reports.md new file mode 100644 index 0000000000..d29170e9ad --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/open-reports.md @@ -0,0 +1,24 @@ +--- +title: Open Reports +author: Mary Sammal +--- +# Open Reports + +You can use different commands to open a report. The **Open** dialog displays [saved report files](save-reports.md) with the REPX extension. These files store information about the report's layout. Select a report file and press **Open**. + +### Use the Ribbon Application Menu + +Click **Open...**. + +![eurd-win-ribbon-open-reports](../../images/eurd-win-ribbon-open-reports.png) + + +### Use the Ribbon Application Menu + +Click the application button and then **Open...** in the invoked application menu. + +![eurd-win-ribbon-open-reports](../../images/eurd-win-application-menu-open-reports.png) + +### Use a Shortcut + +You can also use the CTRL+O shortcut to open a report. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md new file mode 100644 index 0000000000..744c576bc9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md @@ -0,0 +1,175 @@ +--- +title: Preview, Print and Export Reports +--- +# Preview, Print and Export Reports + +## Preview a Report +To switch a report to the print preview mode, click the **Preview** tab. You will see your report populated with data and broken down into pages, as specified. + +![eurd-win-preview](../../images/eurd-win-preview.png) + +> [!NOTE] +> To learn more about the options available in the print preview mode, refer to the [Print Preview for WinForms](../../print-preview/print-preview-for-winforms.md) section of this documentation. + +## Print a Report + +When in the Print Preview mode, you can print out your report using the appropriate menu and toolbar commands. + +![eurd-win-print](../../images/eurd-win-print.png) + +## Export a Report + +When in the Print Preview mode, you can export your report to files in different formats. The resulting files can either be saved to the hard drive or sent by e-mail. + +![eurd-win-export](../../images/eurd-win-export.png) + + +The following documents describe the basics of report exporting and format-specific export options. +* [Exporting from Print Preview](../../print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md) +* [PDF-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md) +* [HTML-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md) +* [MHT-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md) +* [RTF-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md) +* [XLS-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) +* [XLSX-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) +* [CSV-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md) +* [TXT-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md) +* [Image-Specific Export Options](../../print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md) + + +## Hide Report Controls in Documents Exported to Specific Formats + +You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. + +![CanPublishOptions](../../images/can-publish-options-property-grid.png) + +The following image illustrates the resulting XLXS document with and without page information: + +![Resulting XLXS document](../../images/can-publish-options-example-image.png) + +## Export a Report to PDF with Accessible Tags (PDF/UA Compatibility) + +You can specify how report elements should be treated by screen readers in the exported PDF document. + +Use this table to map report controls to accessibility structure roles in exported PDF files. + +The table describes the following: + +- How each control behaves when the **Accessible Role** property is set to **Default**. +- Roles you can assign to ensure that screen readers correctly identify the element's purpose in the exported PDF document. + +> [!Tip] +> **Decorative** role means an element is treated as an artifact (outside the tag tree). Use this role only for non-informative visual elements. + +| Element(s) | Default behavior when **Accessible Role** = **Default** | Role you can specify | +|---|---|---| +| `Label` | No semantic role; treated as a `Div`. | Heading | +| `Table` | No semantic role; treated as a `Div`. | Table | +| `Table Row` | No semantic role; treated as a `Div`. | Table Header Row | +| `Table Cell` | Treated as a paragraph (`P`). | Header Cell | +| `Watermark` (an image watermark) | Treated as an artifact; excluded from the PDF logical structure. | Figure | +| `Watermark` (a text watermark) | Treated as an artifact; excluded from the PDF logical structure. | Paragraph | +| `Picture Box`, `Shape`, `Bar Code`, `Zip Code` | Treated as a `Figure`. | Decorative (Artifact) | + +The **Accessible Description** property is not in effect for artifacts. + +### Define Label Accessible Role + +Set the control’s **Accessible Role** property to **Heading 1 - Heading 6** before you export a report. + +![Set AccessibleRole in Property Grid](../../images/label-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Accessible Role** is set to **Heading 2**, and the screen reader treats **Label** as a “level two” heading in the exported document: + +![Exported report in the screen reader](../../images/accessible-exported-document-with-label.png) + +### Define Table Accessible Role + +You can specify how Table should be treated by screen readers in the exported PDF document. For this, set the control's **Accessible Role** property to **Table** before you export a report. + +![Set AccessibleRole in Property Grid](../../images/table-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Accessible Role** is set to **Table**, and the screen reader treats Table as a table in the exported document: + +![Exported report in the screen reader](../../images/accessible-exported-document-with-table.png) + +### Define Table Row Accessible Role + +You can specify how Table Row should be treated by screen readers in the exported PDF document. + +Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify **Table Row**'s **Accessible Role**: + +![Set AccessibleRole in Property Grid](../../images/table-row-assesible-role.png) + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Table Row**'s **Accessible Role** is set to **Table Header Row**, and the screen reader treats **Table Row** as a header row of the table in the exported document: + +![Exported report in the screen reader](../../images/accessible-exported-document-with-tablerow.png) + +### Define Table Cell Accessible Role + +Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify the **Table Cell**'s **Accessible Role** property: + +![Set AccessibleRole in Property Grid](../../images/tablecell-assesible-role.png) + +> [!NOTE] +> **Accessible Role** is not in effect for cells merged with the Cell's **Row Span** property. + +In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. + +The image below shows the result. **Table Cell**'s b is set to **Table Header Cell**, and the screen reader treats Table Cell with "Bill to:" text as a header cell in the exported document: + +![Exported report in the screen reader](../../images/accessible-exported-document-with-table.png) + +### Define Watermark Accessible Role + +#### Image Watermark + +Use the **Role** property to specify how screen readers interpret image watermarks in exported PDF documents. You can change the value to **Figure** or keep the default value of **Artifact**. An artifact does not appear in the tag tree and is considered external to the content. The **Description** property is not in effect for artifacts. + +If an image watermark conveys meaning and you want to include it to PDF document logical structure, set **Role** to **Figure** when you create or edit the watermark: + +![Image Accessible Role Property Set to Figure](../../images/image-watermark-accessible-role.png) + +Before you export your report, set the **PDF/UA Compatibility** property to **PDF/UA1** to make the document PDF/UA compatible. + +The image below shows the result. **Role** is set to **Figure**, and the screen reader treats watermark as a figure in the exported document: + +![PDF Tag Structure with Watermark as Figure](../../images/watermark-figure-result.png) + +Use the **Description** property to specify the description of the resulting element: + +![Image Accessible Description Property](../../images/image-watermark-accessible-description.png) + +#### Text Watermark + +Use the **Role** property to specify how screen readers interpret text watermarks in exported PDF documents. You can change the value to **Paragraph** or keep the default value of **Artifact**. An artifact does not appear in the tag tree and is considered external to the content. The **Description** property is not in effect for artifacts. + +If a text watermark conveys meaning and you want to include it to PDF document logical structure, set **Role** to **Paragraph** when you create or edit the watermark: + +![Text Accessible Role Property Set to Paragraph](../../images/text-watermark-accessible-role.png) + +Before you export your report, set the **PDF/UA Compatibility** property to **PDF/UA1** to make the document PDF/UA compatible. + +The image below shows the result. **Role** is set to **Paragraph**, and the screen reader treats watermark as a paragraph in the exported document: + +![PDF Tag Structure with Watermark as Paragraph](../../images/watermark-paragraph-result.png) + +Use the **Description** property to specify the description of the resulting element: + +![Text Accessible Description Property](../../images/text-watermark-accessible-description.png) + +### Hide Elements from the Logical Tree + +Use the **Accessible Role** property to specify how screen readers treat the **Picture Box**, **Shape**, **Bar Code**, and **Zip Code** controls in exported PDF documents. You can change the value to **Decorative** or keep the default value of **Figure**. + +A decorative element is called an artifact and is not part of PDF document logical structure. An artifact does not appear in the tag tree and is considered external to the content. + +> [!NOTE] +> Do not exclude elements that carry meaning, use this tag only for decorative elements. + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md new file mode 100644 index 0000000000..fe3070f167 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md @@ -0,0 +1,28 @@ +--- + +title: Create Drill-Down Reports +--- +# Create Drill-Down Reports + +This tutorial describes how to create a drill-down report. Clicking a link in such a report displays the previously hidden detailed information in the same report: + +![eurd-win-drill-down-report-preview](../../../images/eurd-win-drill-down-report-preview.png) + +Do the following to create a drill-down report: + +1. [Create a master-detail report using Detail Report bands](../create-reports/master-detail-reports-with-detail-report-bands.md). +2. Drop a label onto the report's detail band. Clicking this label should expand or collapse the hidden report details. +3. Select the [detail report band](../introduction-to-banded-reports.md) by clicking its header and expand the drop-down menu for the band's **DrillDownControl** property in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + + This menu displays all report controls available on the report band that is one level above the current band in the report bands' hierarchy. Select the corresponding label in the menu to make the label expand or collapse the detail report's band when clicked in the Print Preview. + + ![eurd-win-drilldown-set-drilldown-controll](../../../images/eurd-win-drilldown-set-drilldown-control.png) + + You can also specify the band's **Drill Down Expanded** property to define whether or not the band is initially expanded. This property is enabled by default. +4. Click this label's smart tag and select the **Expression** property. + + ![eurd-win-drill-down-report-label-smart-tag](../../../images/eurd-win-drill-down-report-label-smart-tag.png) + + This invokes the **Expression Editor** where you can make the label display different text based on the detail report's **DrillDownExpanded** property value. + + ![eurd-win-drill-down-report-expression](../../../images/eurd-win-drill-down-report-expression.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md new file mode 100644 index 0000000000..7b5df87adf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md @@ -0,0 +1,53 @@ +--- +title: Create Drill-Through Reports +--- +# Create Drill-Through Reports + +Follow this tutorial to create a _drill-through report_ (a user can click a Category entry to invoke a detail report with Products). This report type keeps the original report compact while still allowing access to more detailed information. + +The tutorial involves two main steps: + +- Add a master-detail relationship between "Categories" and "Products" reports within one project. +- Use detail report parameters to filter records based on the selected category. + +![Drill-Through report](../../../images/drill-through-result.png) + +## Add a Master-Detail Relationship between Reports + +Define a master-detail relationship between _Category_ and _Product_ reports within a single project: + +- Select the XRControl's element (**Table Cell** in this example) in the main report. +- Set its **Action** property to **NavigateToReportAction**. +- Assign the **ReportSource** property to a detail report instance. + +![Specify the Navigate to Report action](../../../images/specify-navigate-to-report-action.png) + +If you switch to **Preview**, you can click on a _Category_ value in the table. The **Preview** window navigates to the detail report that contains all _Product_ entries. The next step explains how to filter this list. + +![Drill-Through report preview](../../../images/detail-report-navigation.png) + +A Breadcrumb control automatically appears below the Document Viewer toolbar and allows you to navigate back to the original report. + +![Breadcrumb navigation](../../../images/breadcrumb-control-navigation.png) + +## Specify Parameter Binding to Display Required Data + +You can specify parameters during detail report navigation. Use the **Parameter Bindings** property to limit displayed records (such as products) to a selected category. + +To invoke the **Parameter Binding Collection Editor**, click the ellipsis button in the **Parameter Bindings** property. Within this editor, click the **Sync** button to automatically obtain detail report parameters and set **Binding** to the data field or parameter of the original report. + +![Parameter Binding Collection Editor](../../../images/parameter-binding-editor.png) + +Set **Binding** to the _CategoryID_ field. + +![Specify Parameter Binding](../../../images/specify-binding.png) + +Set the following filter string in the detail report to display product records for the selected category. + +![Set filter string](../../../images/set-filter-string.png) + +## Result + +Switch to **Preview** and click on a category entry in the master report. The **Preview** navigates to the detail report that displays only products related to the selected category. + +![Drill-Through report](../../../images/drill-through-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md new file mode 100644 index 0000000000..8a3464d211 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md @@ -0,0 +1,125 @@ +--- +title: Edit Content in Print Preview +--- +# Edit Content in Print Preview + +This document describes how to customize field values in a previewed document. + +## Content Editing Overview +Enable a report control's **Edit Options** | **Enabled** property and leave the **Edit Options** | **Read Only** property disabled to make the control's content editable in Print Preview. + +![editing-fields-label-edit-options-new](../../../images/eurd-win-editing-fields-label-edit-options-new.png) + +Print Preview provides the **Editing Fields** toolbar button if content editing is enabled for at least one control in the displayed report. Click this button to highlight all editable fields available in the document. + +![editing-fields-highlight-ribbon-toolbar-sample-report](../../../images/eurd-win-editing-fields-highlight-ribbon-toolbar-sample-report.png) + +Use the TAB and SHIFT+TAB keys to navigate between editable fields forward and back. + +Click an editable field to invoke an editor and specify a value. + +You can enable content editing for data-aware and unbound report controls. + +The following report controls support content editing in Print Preview: + +| Text | Boolean | Image | +|--- | --- | --- | +| [Label](../use-report-elements/use-basic-report-controls/label.md) | [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) | [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) | +| [Table Cell](../use-report-elements/use-tables.md) | | | +| [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) | | | + +The sections below provide information about options these controls expose. You can use these options to set up content editing. + + +## Content Editing Limitations + +* Changes made to a control's content in Print Preview does not effect the document's other parts (for example, summary results, grouping, sorting, bookmarks and other settings that were processed before the document was generated). +* A control's **Can Grow** setting is ignored for editable fields. The edited area cannot exceed the control's original dimensions. +* Multi-line values can only be entered when no mask is applied to an editable field. +* Values entered into editable fields are reset after the document is refreshed (for example, when you submit [report parameter](../use-report-parameters.md) values or expand/collapse data in a [drill-down report](create-drill-down-reports.md)). +* It is not possible to edit content in bands if their **DrillDownControl** property is specified. +* The entered values are not preserved in the Top Margin and Bottom Margin bands when the report is exported as a single file to the following formats: + + * TXT + * CSV + * HTML + * MHT + * RTF + * XLS + * XLSX + * image + +## Text Editors + +Text editors are used to customize the [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md) and [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) report controls' content in Print Preview. + +The default text editor is a memo edit. + + +![EditOptions_StandardMemoEditor](../../../images/eurd-win-editoptions_standardmemoeditor.png) + + +Specify the **Edit Options** | **Editor Name** property to use one of the following text editors: + +![EditOptions_EditorName](../../../images/eurd-win-editoptions_editorname.png) + +| Numeric | Date-Time | Letters | +| --- | --- | --- | +| Integer | Date | Only Letters | +| Positive Integer | | Only Uppercase Letters | +| Fixed-Point | | Only Lowercase Letters | +| Positive Fixed-Point | | Only Latin Letters | + +Each editor has a specific mask. + +> [!NOTE] +> If a table cell contains other controls, you cannot edit this cell (they can edit the cell's controls). The following image illustrates this: +> +> ![eurd-win-content-editing-table-cell-container](../../../images/eurd-win-content-editing-table-cell-container.png) + +## Character Comb Editors + +The **Character Comb** control displays text so that each character is printed in an individual cell. + +![Character Comb](../../../images/eurd-win-character-comb-report-control.png) + +Specify the Character Comb's **Edit Options** | **Editor Name** property to use a text editor, as described in the [Text Editors](#text-editors) section above. + +## Check Box Editor +The check box editor is used to customize the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) report control's content in Print Preview. + +![eurd-win-content-editing-checkboxe](../../../images/eurd-win-content-editing-checkboxe.png) + +You can combine several check box editors into a radio group so that you can select only one option within a group at a time. For this, set the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) report controls' **Group ID** property to the same value. + +![content-editing-check-box-group](../../../images/eurd-win-content-editing-check-box-group.png) + +## Image Editors + +Image editors are used to customize the [XRPictureBox](../use-report-elements/use-basic-report-controls/picture-box.md) report control's content in Print Preview. + +Use the control's **Edit Options** | **Editor Name** property to assign one of the following image editors. + +- **Image Editor** + Allows you to load an image and specify the image's size options. + + ![content-editing-image](../../../images/eurd-win-content-editing-image.png) + +- **Signature Editor** + Allows you to specify brush options and draw a signature. + + ![content-editing-signature](../../../images/eurd-win-content-editing-signature.png) +- **Image and Signature Editor** (default) + Allows you to load an image and draw a signature. The image's size options and brush options are available. + + ![content-editing-image-and-signature](../../../images/eurd-win-content-editing-image-and-signature.png) + +All these image editors include the ![clear-changes](../../../images/eurd-win-clear-changes.png) button. This button allows you to clear the editor's content. + +## Export Editable Fields to PDF AcroForms + +Enable the report's **Export Options | PDF Export Options | Export Editing Fields to AcroForms** property to export [text fields](#text-editors), [check boxes](#check-box-editor), [character combs](#character-comb-editors), and [image editors](#image-editors) to PDF as editable form fields (**AcroForms**). + +![Export Editing Fields to AcroForms](../../../images/eurd-win-exporteditingfieldstoacroforms.png) + +![Report Preview](../../../images/eurd-win-editing-fields-preview.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md new file mode 100644 index 0000000000..ebe8a4d0a7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md @@ -0,0 +1,47 @@ +--- +title: Sort a Report in Print Preview +--- +# Sort a Report in Print Preview + +This tutorial illustrates how to enable sorting report data in Print Preview. + +In this tutorial, we will start with the following report displaying products [grouped](../shape-report-data/group-and-sort-data/group-data.md) by category names. + +![eurd-win-interactive-sorting-starting](../../../images/eurd-win-interactive-sorting-starting.png) + +You can implement interactive sorting for both the detail data and report groups. + +## Sort Report Groups +To enable sorting report groups in Print Preview, select the label displaying product category names located in the **Group Header** band and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +![eurd-win-interactive-sorting-for-groupsr](../../../images/eurd-win-interactive-sorting-for-groups.png) + +Expand the label's **InteractiveSorting** property, and set the **TargetBand** property to *GroupHeader1* and **FieldName** to *CategoryName*. + +Switch to the **Preview** tab to sort report groups by the **CategoryName** field. When a mouse pointer hovers over the category name, it changes to a hand indicating the sorting capability. The arrow displayed at the element's right edge indicates the sorting order. + +![ieurd-win-interactive-sorting-groups-result](../../../images/ieurd-win-interactive-sorting-groups-result.png) + +## Sort Detail Data +To enable sorting data in the Detail band, select the table cell displaying the **Product Name** title and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +![eurd-win-interactive-sorting-detail](../../../images/eurd-win-interactive-sorting-detail.png) + +Set the **TargetBand** property to *Detail* and access the **SortField** property. + +In the invoked collection editor, add a new group field and set its **FieldName** to **ProductName**. + +Set the table cell's **FieldName** property to the **ProductName** field. + +![eurd-win-interactive-sorting-detail-field-name](../../../images/eurd-win-interactive-sorting-detail-field-name.png) + +On switching to the Preview tab, you can now sort data in the Detail band by the **ProductName** field. + +![eurd-win-interactive-sorting-detail-result](../../../images/eurd-win-interactive-sorting-detail-result.png) + +If you provide interactive sorting to multiple fields, clicking another field clears all the previously applied data sorting. Hold the SHIFT key while clicking to preserve the existing sorting settings and thus sort against multiple fields. + +To disable data sorting against a specific field, hold the CTRL key on its caption click. + +> [!NOTE] +> Reports embedded into the current report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control do not support interactive data sorting. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools.md index dec4037954..51d27a4018 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools.md @@ -9,6 +9,6 @@ The topics in this section describe the main tools and features available in the - [Data Source Wizard](report-designer-tools/data-source-wizard.md) - [Query Builder](report-designer-tools/query-builder.md) - [Localization Editor](report-designer-tools/localization-editor.md) -- [Toolbox](report-designer-tools/toolbox.md) -- [Toolbar](report-designer-tools/toolbar.md) +- [Toolbox](report-designer-tools/ui-panels/toolbox.md) +- [Toolbar](report-designer-tools/ui-panels/toolbar.md) - [UI Panels](report-designer-tools/ui-panels.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md new file mode 100644 index 0000000000..3a135400f7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md @@ -0,0 +1,80 @@ +--- +title: Data Source Wizard +--- +# Data Source Wizard + +The Data Source Wizard allows you to configure a data source and retrieve its data. + +The first page allows you to create or select an existing data connection. + +![Select existing data connection](../../../images/win-data-source-wizard-existing-connection.png) + +If you chose a new connection, the next page allows you to select the data connection type. + +![Select data connection type](../../../images/eurd-ReportWizard-SelectDataSourceType.png) + +You can select a provider and click the “star” icon to pin frequently used database providers as favorites. Favorite providers appear at the top of the list for quick access: + +![Pin favorite database providers](../../../images/eud-data-source-wizard-favorites.png) + +Use the search panel to filter the connection type list: + +![Search connection types](../../../images/eud-data-source-wizard-search-panel.png) + +## Use the Data Source Wizard + +The Data Source Wizard allows you to do the following: + +* [Add a new data-bound report](../add-new-reports.md) to your application using the [Report Wizard](report-wizard.md), which contains the Data Source Wizard pages. + + ![Create data-bound report](../../../images/eurd-wizard-databaound-report.png) + +* Bind an existing report or its [Detail Report band](../introduction-to-banded-reports.md) to data. To invoke this Wizard, click **Add Data Source** on the [Ribbon](ui-panels/toolbar.md)'s **Home** page. + + ![Add Data Source ribbon button](../../../images/eurd-win-add-new-report-data-source-ribbon.png) + + Alternatively, click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. + + ![Add data source via smart tag](../../../images/eurd-win-add-report-data-source.png) + +* Connect the [Chart](../use-report-elements/use-charts-and-pivot-grids.md), [Cross Tab](../use-report-elements/use-cross-tabs.md) and [Sparkline](../use-report-elements/use-gauges-and-sparklines.md) report controls to individual data sources. + + You can invoke the Data Source Wizard using the **Add Data Source** command on the **Chart** | **Design** contextual page. + + ![Chart Add Data Source button](../../../images/eurd-win-add-chart-data-source-ribbon.png) + + You can invoke the Data Source Wizard using the **DataSource** property in the chart's smart tag. + + ![Chart DataSource property menu](../../../images/eurd-win-addchartdatasource.png) + +## Supported Data Source Types + +The wizard supports the following data source types: + +* [Database](data-source-wizard/connect-to-a-database.md) + + Obtains data from all major data providers (Microsoft SQL Server, XML data, Microsoft Access, Oracle, etc.). +* [Entity Framework](data-source-wizard/connect-to-an-entity-framework-data-source.md) + + Supports binding to a Microsoft ADO.NET Entity Framework data source. +* [Object Binding](data-source-wizard/connect-to-an-object-data-source.md) + + Connects to a data object. +* [Excel File](data-source-wizard/connect-to-an-excel-data-source.md) + + Obtains data from Microsoft Excel workbooks (XLS, XLSX or XLSM files) or CSV files. +* [JSON](data-source-wizard/connect-to-a-json-data-source.md) + + Connects to JSON-formatted data. + +* [MongoDB](data-source-wizard/connect-to-a-mongo-db.md) + + Connects to a MongoDB instance. + +* [XPO](data-source-wizard/connect-to-an-xpo-data-source.md) + + Allows you to bind to **XPO** data. + +* [No Data](data-source-wizard/no-data.md) + + Allows you design a report that is not bound to a data source. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md new file mode 100644 index 0000000000..53ad11af11 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md @@ -0,0 +1,40 @@ +--- +title: Connect to a Database +--- +# Connect to a Database + +The topics in this section describe the steps required to connect a report to a database. + +![](../../../../images/eurd-win-data-source-wizard.png) + +The following data source types are supported. + +* Amazon Redshift +* Firebird +* Google BigQuery +* IBM DB2 +* Microsoft Access 2007 +* Microsoft Access 97 +* Microsoft SQL Server +* Microsoft SQL Server Compact Edition +* MySQL +* Oracle +* Pervasive PSQL +* PostgreSQL +* SAP HANA +* SAP Sybase Advantage +* SAP Sybase ASE +* SAP Sybase SQL Anywhere +* SQLite +* Teradata +* VistaDB +* VistaDB5 +* XML file + + +This task includes the following steps. + +* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md) +* [Save the Connection String](connect-to-a-database/save-the-connection-string.md) +* [Create a Query or Select a Stored Procedure](connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) +* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md new file mode 100644 index 0000000000..d5450b98c0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md @@ -0,0 +1,33 @@ +--- +title: Configure Query Parameters +author: Mary Sammal +--- +# Configure Query Parameters + +On this wizard page, you can manage parameters that are used in queries and/or stored procedures selected on the [previous wizard page](create-a-query-or-select-a-stored-procedure.md), as well as specify parameter values. + +## Specify Parameter Values + +A parameter value can be specified in one of the following ways. +* Parameters can be assigned static values (according to the specified parameter type), which is illustrated in the following image. + + ![eurd-win-data-source-wizard-multi-query-configure-parameters-static-values-date-time](../../../../../images/eurd-win-data-source-wizard-multi-query-configure-parameters-static-values-date-time.png) +* Alternatively, you can link a query or stored procedure parameter to a [report parameter](../../../use-report-parameters.md), whose value can be requested each time before the report document is to be previewed or exported. To do this, enable the **Expression** check box and select an existing report parameter of the corresponding type or create a new one. + + ![eurd-win-report-wizard-page-multi-query-parameters](../../../../../images/eurd-win-report-wizard-page-multi-query-parameters.png) +* Another option is to calculate a parameter value based on an expression. To do this, enable the **Expression** check box and run the **Expression Editor**. + + ![eurd-win-data-source-wizard-configure-query-parameters-expression-editor](../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-expression-editor.png) + +## Manage Parameters +To delete a specific parameter, select it on this wizard page and click **Remove**. + +To execute a specific query with the specified parameter values, click **Preview** and select a query. + +![eurd-win-data-source-wizard-configure-query-parameters-preview-drop-down-button](../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-preview-drop-down-button.png) + +When previewing a query or stored procedure result, only **1000** first data rows are displayed. If a query contains a custom SQL, the entire result set is obtained. + +To create a new query parameter, click **Add** and select a query. + +![eurd-win-data-source-wizard-configure-query-parameters-add-drop-down-button](../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-add-drop-down-button.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md new file mode 100644 index 0000000000..9f6abbc4cc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md @@ -0,0 +1,46 @@ +--- +title: Create a Query or Select a Stored Procedure +author: Mary Sammal +--- +# Create a Query or Select a Stored Procedure + + +On this wizard page, you can choose which tables, views and/or stored procedures from your data source to display in the report. + +![eurd-win-report-wizard-multi-query-select](../../../../../images/eurd-win-report-wizard-multi-query-select.png) + +## Manage Custom Queries +When you are required to shape the query data at the level of a data source, you can create custom queries by expanding the **Queries** category and clicking the ![report-wizard-multi-query-page-icon-add](../../../../../images/eurd-win-img125532.png) button. This will invoke the [Query Builder](../../query-builder.md) where you can create complex queries by joining multiple tables, filtering, sorting and grouping their data, as well as calculating various aggregate functions. + +![eurd-win-query-builder-diagram-overview](../../../../../images/eurd-win-query-builder-diagram-overview.png) + +The Query Builder can also be used to specify custom SQL, if this functionality is enabled by your software provider. + +To customize an existing query using the Query Builder, click the ![report-wizard-multi-query-page-icon-edit](../../../../../images/uerd-win-img125534.png) button. + +To delete a query, click the ![report-wizard-multi-query-page-icon-remove](../../../../../images/eurd-win-img125533.png) button. + +On finishing the wizard, each of the selected data items will be included into a separate query. + +![eurd-win-report-field-list](../../../../../images/eurd-win-report-field-list.png) + +## Specify Master-Detail Relationships +To define [master-detail relationships](../../../create-reports/master-detail-reports-with-detail-report-bands.md) between two or more queries, click **Manage Relations**. + +![eurd-master-detail-relation-editor-categories-products-order-details](../../../../../images/eurd-master-detail-relation-editor-categories-products-order-details.png) + +To create a new relationship, connect the required key fields using drag and drop. + +To edit an existing relationship, double-click the corresponding arrow or right-click it, and select the **Edit Relation** command in the invoked context menu. + +![eurd-win-master-detail-relation-editor-edit-relation-context-menu](../../../../../images/eurd-win-master-detail-relation-editor-edit-relation-context-menu.png) + +This will invoke the **Edit Relation** editor that provides a different UI to manage the data relationships. + +![eud-win-reports-edit-relation-editor](../../../../../images/eurd-win-edit-relation-dialog.png) + +On finishing the wizard, the specified data relationships will appear in the [Field List](../../ui-panels/field-list.md). + +![eurd-win-report-field-list2](../../../../../images/eurd-win-report-field-list2.png) + +If selected queries or stored procedures contain any [parameters](../../../bind-to-data/specify-query-parameters.md), you will be required to define their values on the next wizard page: [Configure Query Parameters](configure-query-parameters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md new file mode 100644 index 0000000000..5d2691b873 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md @@ -0,0 +1,11 @@ +--- +title: Save the Connection String +author: Mary Sammal +--- +# Save the Connection String + +On this page, you can specify whether or not to save the user credentials along with the connection string. + +![eurd-win-report-wizard-save-connection-string](../../../../../images/eurd-win-report-wizard-save-connection-string.png) + +Click **Next** to proceed to the next wizard page: [Create a Query or Select a Stored Procedure](create-a-query-or-select-a-stored-procedure.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md new file mode 100644 index 0000000000..af4ceba931 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md @@ -0,0 +1,13 @@ +--- +title: Specify a Connection String +author: Mary Sammal +--- +# Specify a Connection String + +This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. + +![eurd-win-report-wizard-specify-connection-string](../../../../../images/eurd-win-report-wizard-specify-connection-string.png) + +Click **Next** to proceed to the next wizard page, depending on whether or not the created connection uses server authentication. +* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not you want to save the user credentials along with the connection string. +* [Create a Query or Select a Stored Procedure](create-a-query-or-select-a-stored-procedure.md) - if server authentication is not required, the page above does not appear, and you will proceed to constructing the query. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md similarity index 84% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md index 9b5dbab4d2..b74e813f61 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md @@ -1,13 +1,13 @@ ---- -title: Connect to a Federated Data Source ---- -# Connect to a Federated Data Source - -> [!Note] -> This data source type is available in the Data Source Wizard only if a report contains at least one data source. - -Choose **Data Federation** to combine multiple data sources and specify unions, joins or master-detail relationships between data source queries. - -![](../../../../../images/eurd-win-data-source-wizard-choose-data-federation.png) - +--- +title: Connect to a Federated Data Source +--- +# Connect to a Federated Data Source + +> [!Note] +> This data source type is available in the Data Source Wizard only if a report contains at least one data source. + +Choose **Data Federation** to combine multiple data sources and specify unions, joins or master-detail relationships between data source queries. + +![](../../../../images/eurd-win-data-source-wizard-choose-data-federation.png) + Click **Next** to go to the [Create a Federated Query](connect-to-a-federated-data-source/create-a-federated-query.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md similarity index 77% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md index a5c8c2db48..1c94da22b4 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md @@ -1,59 +1,59 @@ ---- -title: Create a Federated Query ---- -# Create a Federated Query - -On this wizard page, you can create federated queries based on data from other data sources. - -Note that initial data sources can contain data at the root level (e.g., an [Excel data source](../../../bind-to-data/bind-a-report-to-an-excel-workbook.md)) or have one or more queries (e.g., a [SQL data source](../../../bind-to-data/bind-a-report-to-a-database.md)). - -## Include Data into Separate Queries - -Enable check boxes for data fields, queries and/or entire data sources. - -![](../../../../../../images/eurd-win-data-source-wizard-data-federation-select-queries.png) - -The selected items are included in data federation as separate queries based on initial data source queries. - -![](../../../../../../images/data-federation-queries-field-list.png) - -The wizard specifies query names as follows: - -* If the initial data source contains one or more queries (such as in a SQL data source), the federated query name consists of the data source name and query name separated by an underscore. -* If the initial data source contains data at the root level (such as in an Excel data source), federated query name is equivalent to the data source name. - -Right-click the federated data source and choose **Manage Relations**. This invokes the **Master-Detail Relation Editor** you can use to [specify a master-detail relationship](#specify-master-detail-relationships) between the separate queries. - -![](../../../../../../images/data-federation-queries-field-list-manage-relations.png) - -## Combine Data into a Single Query - -To combine data from multiple data sources into a single query, click **Add Query**. - -![](../../../../../../images/eurd-win-data-source-wizard-data-federation-add-query.png) - -This invokes the [Query Builder](../../query-builder.md) designed to federated data sources. - -![](../../../../../../images/DataFederationUnion-Specify-Query-Type.png) - -You can use the **Join**, **Union**, **Union All**, and **Transform** query types to combine data. Refer to the following articles for more information on these query types. - -* [Bind a Report to a Join-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md) -* [Bind a Report to a Union-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md) -* Bind a Report to a Transformation-Based Data Source - -## Specify Master-Detail Relationships - -Click **Manage Relations** to define master-detail relationships between two or more queries. - -![](../../../../../../images/eurd-win-data-source-wizard-data-federation-manage-relations.png) - -In the invoked editor, drag and drop the key field from the master query to the detail query. - -![](../../../../../../images/eurd-win-data-source-wizard-data-federation-relation-editor.png) - -Once the wizard is complete, you can see the master-detail hierarchy in the Field List. - -![](../../../../../../images/data-federation-master-detail-hierarchy-field-list.png) - +--- +title: Create a Federated Query +--- +# Create a Federated Query + +On this wizard page, you can create federated queries based on data from other data sources. + +Note that initial data sources can contain data at the root level (e.g., an [Excel data source](../../../bind-to-data/bind-a-report-to-an-excel-workbook.md)) or have one or more queries (e.g., a [SQL data source](../../../bind-to-data/bind-a-report-to-a-database.md)). + +## Include Data into Separate Queries + +Enable check boxes for data fields, queries and/or entire data sources. + +![](../../../../../images/eurd-win-data-source-wizard-data-federation-select-queries.png) + +The selected items are included in data federation as separate queries based on initial data source queries. + +![](../../../../../images/data-federation-queries-field-list.png) + +The wizard specifies query names as follows: + +* If the initial data source contains one or more queries (such as in a SQL data source), the federated query name consists of the data source name and query name separated by an underscore. +* If the initial data source contains data at the root level (such as in an Excel data source), federated query name is equivalent to the data source name. + +Right-click the federated data source and choose **Manage Relations**. This invokes the **Master-Detail Relation Editor** you can use to [specify a master-detail relationship](#specify-master-detail-relationships) between the separate queries. + +![](../../../../../images/data-federation-queries-field-list-manage-relations.png) + +## Combine Data into a Single Query + +To combine data from multiple data sources into a single query, click **Add Query**. + +![](../../../../../images/eurd-win-data-source-wizard-data-federation-add-query.png) + +This invokes the [Query Builder](../../query-builder.md) designed to federated data sources. + +![](../../../../../images/DataFederationUnion-Specify-Query-Type.png) + +You can use the **Join**, **Union**, **Union All**, and **Transform** query types to combine data. Refer to the following articles for more information on these query types. + +* [Bind a Report to a Join-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md) +* [Bind a Report to a Union-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md) +* Bind a Report to a Transformation-Based Data Source + +## Specify Master-Detail Relationships + +Click **Manage Relations** to define master-detail relationships between two or more queries. + +![](../../../../../images/eurd-win-data-source-wizard-data-federation-manage-relations.png) + +In the invoked editor, drag and drop the key field from the master query to the detail query. + +![](../../../../../images/eurd-win-data-source-wizard-data-federation-relation-editor.png) + +Once the wizard is complete, you can see the master-detail hierarchy in the Field List. + +![](../../../../../images/data-federation-master-detail-hierarchy-field-list.png) + For more information, refer to the following guide: [Bind a Report to a Federated Master-Detail Data Source](../../../bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md similarity index 76% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md index a11a283e76..bcd270efa4 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md @@ -1,10 +1,10 @@ ---- -title: 'Configure Web Service Endpoint Request' -owner: 'Mary Sammal' ---- - -# Configure Web Service Endpoint Request - -If you chose the **Web Service Endpoint** option on the [previous page](specify-json-data-location.md), you can specify the Basic HTTP Authentication credentials and HTTP header parameters for the Web Service Endpoint. - -![JSON-specify-request-parameters](../../../../../../images/eurd-win-JSON-header-parameters.png) +--- +title: 'Configure Web Service Endpoint Request' +owner: 'Mary Sammal' +--- + +# Configure Web Service Endpoint Request + +If you chose the **Web Service Endpoint** option on the [previous page](specify-json-data-location.md), you can specify the Basic HTTP Authentication credentials and HTTP header parameters for the Web Service Endpoint. + +![JSON-specify-request-parameters](../../../../../images/eurd-win-JSON-header-parameters.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md new file mode 100644 index 0000000000..e72c480efd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md @@ -0,0 +1,16 @@ +--- +title: 'Select Data Fields' +--- + +# Select Data Fields + +On this page, the wizard shows the specified JSON data's structure. You can choose all nodes or a subset of nodes. + +![JSON-SelectRootElement](../../../../../images/eurd-JSON-SelectRootElement.png) + +Uncheck the data fields that your report does not require. + +You can rename data fields if necessary. + +![JSON-EditFieldNames](../../../../../images/eurd-JSON-EditFieldNames.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md new file mode 100644 index 0000000000..31a7b9b186 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md @@ -0,0 +1,19 @@ +--- +title: 'Specify JSON Data Location' +--- + +# Specify JSON Data Location + +This wizard page allows you to specify a Web Service Endpoint URI, a filename, or a string with JSON content. If you choose the **Web Service Endpoint** option, you can configure a connection string with URI path parameters and query parameters. + +- Web Service Endpoint + + ![](../../../../../images/eurd-win-JSON-URISource.png) + +- File Name + + ![](../../../../../images/eurd-win-JSON-File.png) + +- String with JSON Content + + ![](../../../../../images/eurd-win-JSON-String.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db.md new file mode 100644 index 0000000000..8ae279a519 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db.md @@ -0,0 +1,13 @@ +--- +title: Connect to a MongoDB Data Source +--- +# Connect to a MongoDB Data Source + +The topics in this section describe the steps required to connect a report to a MongoDB instance. This task includes the following steps: + +* [Specify Connection Properties](connect-to-a-mongo-db/specify-connection-properties.md) +* [Configure Queries](connect-to-a-mongo-db/configure-queries.md) +* [Select Data Fields](connect-to-a-mongo-db/select-data-fields.md) + +> [!Note] +> The **MongoDB.Driver** package should be installed in your project to supply MongoDB data at runtime. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/configure-queries.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/configure-queries.md new file mode 100644 index 0000000000..12faa01e18 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/configure-queries.md @@ -0,0 +1,12 @@ +--- +title: Configure Queries +--- +# Configure Queries + +Use this wizard page to configure queries to database collections of a MongoDB instance. + +![Configure queries to a MongoDB instance](../../../../../images/data-source-wizard-configure-queries.png) + +Specify the name of the database and database collection in the **Database** and **Collection** columns. You can use the **Filter** column to specify filter conditions for items of the database collections. + +The names of queries to database collections should be unique. A string stored in a query's **Collection** column is the default name for this query. To create several queries to the same database collection, use the **Alias** column to specify different names for these queries. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/select-data-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/select-data-fields.md new file mode 100644 index 0000000000..ea6bea915a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/select-data-fields.md @@ -0,0 +1,18 @@ +--- +title: Select Data Fields +--- +# Select Data Fields + +This wizard page allows you to select data fields that you want to include in a MongoDB collection and also change their display names. + +![Select Data Fields](../../../../../images/data-source-wizard-select-data-fields.png) + +Use the drop-down menu to select a collection whose data fields you want to configure. + +![Specify collection](../../../../../images/data-source-wizard-select-a-collection.png) + +Enable or disable a checkbox in the Field Name column to include or remove a field from a collection. + +![Manage fields](../../../../../images/data-source-wizard-manage-fields.png) + +Use editors in the Field Display Name column to change the default field name. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/specify-connection-properties.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/specify-connection-properties.md new file mode 100644 index 0000000000..f206e79610 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/specify-connection-properties.md @@ -0,0 +1,10 @@ +--- +title: Specify Connection Properties +--- +# Specify Connection Properties + +This wizard page allows you to specify connection properties required to connect to a MongoDB instance. + +![Specify connection properties](../../../../../images/data-source-wizard-specify-connection-properties.png) + +Paste the entire string or enter connection fields individually. Refer to the following topic for information on connection string format and options: [Connection String URI Format](https://docs.mongodb.com/manual/reference/connection-string/). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md new file mode 100644 index 0000000000..38ec672a22 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md @@ -0,0 +1,15 @@ +--- +title: Bind to a Stored Procedure +--- +# Bind to a Stored Procedure + +This wizard page allows you to add stored procedures to the data source, configure their parameters and preview the results of a stored procedure’s execution. + +![eurd-win-reportwizard-ef-stored-procedure-preview-data](../../../../../images/eurd-win-reportwizard-ef-stored-procedure-preview-data.png) + +To bind to a stored procedure, do the following. +1. Click **Add**. Then, in the invoked window, select a required stored procedure and click **OK**. + +2. [Configure the parameters](../../../bind-to-data/specify-query-parameters.md) to be passed to the selected stored procedure. Make sure that the value of the passed parameter's **Type** property corresponds to the actual type of the stored procedure parameter. + +Click **Next** to proceed to the next wizard page. If you have added more than one stored procedures on this page or if the current Entity Framework model additionally provides data tables, go to the [Select a Data Member](select-a-data-member.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md new file mode 100644 index 0000000000..002caea99b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md @@ -0,0 +1,15 @@ +--- +title: Configure Filters +--- +# Configure Filters + +This wizard page allows you to define any number of [filter criteria](../../../use-expressions.md) for your data source. + +The **Filter Editor** is displayed after choosing an entity on this wizard page. + +![eurd-win-ef-datasource-configure-filters-editor-report-parameter](../../../../../images/eurd-win-ef-datasource-configure-filters-editor-report-parameter.png) + +Use this editor to define the selected entity's filter criteria. The filter string can also reference [report parameters](../../../use-report-parameters.md). + +![eurd-win-ef-datasource-configure-filters-finish](../../../../../images/eurd-win-ef-datasource-configure-filters-finish.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md new file mode 100644 index 0000000000..15eff51e59 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md @@ -0,0 +1,26 @@ +--- +title: Select a Connection String +--- +# Select a Connection String + +This page allows you to specify a connection string used to establish a data connection. The following options are available: + +## Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![EF default connection string](../../../../../images/ef-default-connection-string-win.png) +## Custom Connection String + +Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. + +![eurd-winreport-wizard-ef-datasource](../../../../../images/eur-winreport-wizard-ef-datasource.png) + +## Predefined Connection String + +Select an existing connection string available in the current project. + +![eurd-winreport-wizard-ef-datasource](../../../../../images/eurd-winreport-wizard-ef-datasource.png) + +Click **Next** to proceed to the next wizard page. If the current Entity Framework model contains stored procedures, go to the Bind to a [Stored Procedure](bind-to-a-stored-procedure.md) page; otherwise, proceed to the [Configure Filters](configure-filters.md) page. + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md new file mode 100644 index 0000000000..5d61de26f2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md @@ -0,0 +1,10 @@ +--- +title: Select a Data Member +--- +# Select a Data Member + +On this page, select the required data member from the list of available data members. + +![eurd-win-report-wizard_ef_selectdatamember](../../../../../images/eurd-win-report-wizard_ef_selectdatamember.png) + +Click **Next** to proceed to the next wizard page: [Configure Filters](configure-filters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md new file mode 100644 index 0000000000..f0f335e3c7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md @@ -0,0 +1,12 @@ +--- +title: Select the Data Context +--- +# Select the Data Context + +On this page, select the required data context from the list of available data contexts. + +![eurd-win-report-wizard-ef-datasource](../../../../../images/eurd-win-report-wizard-ef-datasource.png) + +If the **Browse** button is available on this page, you can also select a data context from a custom assembly. + +Click **Next** to proceed to the next wizard page: [Select a Connection String](select-a-connection-string.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md new file mode 100644 index 0000000000..4a1e9bf6d8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md @@ -0,0 +1,14 @@ +--- +title: Choose Columns +--- +# Choose Columns + +On this wizard page, you can select required columns and specify their settings. + +To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. + +![eurd-win-exceldatasource_selectingcolumns](../../../../../images/eurd-win-exceldatasource_selectingcolumns.png) + +This page also allows you to preview resulting data by clicking the **Preview...** button. + +![eurd-win-exceldatasource_datapreview](../../../../../images/eurd-win-exceldatasource_datapreview.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md index 5bee599968..61b50f1b61 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md @@ -1,10 +1,10 @@ ---- -title: Select a Worksheet, Table or Named Region ---- -# Select a Worksheet, Table or Named Region - -On this wizard page, select one of the available worksheets, tables or named regions. - -![eurd-win-exceldatasource_choosingtablesheetrange](../../../../../../images/eurd-win-exceldatasource_choosingtablesheetrange.png) - +--- +title: Select a Worksheet, Table or Named Region +--- +# Select a Worksheet, Table or Named Region + +On this wizard page, select one of the available worksheets, tables or named regions. + +![eurd-win-exceldatasource_choosingtablesheetrange](../../../../../images/eurd-win-exceldatasource_choosingtablesheetrange.png) + Click **Next** to proceed to the next wizard page: [Choose Columns](choose-columns.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md new file mode 100644 index 0000000000..054be86df8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md @@ -0,0 +1,10 @@ +--- +title: Select an Excel Workbook or CSV file +--- +# Select an Excel Workbook or CSV file + +On this wizard page, select a required Microsoft Excel Workbook (the XLS, XLSX and XLSM formats are supported) or CSV file. To do this, click the ellipsis button and locate the source file or enter the full path to this file. + +![eurd-win-selectexcelworkbook](../../../../../images/eurd-win-selectexcelworkbook.png) + +Click **Next** to proceed to the next wizard page: [Specify Import Settings](specify-import-settings.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md new file mode 100644 index 0000000000..1ead8817a3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md @@ -0,0 +1,36 @@ +--- +title: Specify Import Settings +--- +# Specify Import Settings + +On this wizard page, you can specify required import settings. This page provides access to different settings depending on whether you have selected an Excel Workbook or CSV file. + + + +## Import Settings for an Excel Workbook +The following settings are available if an Excel workbook has been selected. + +![eurd-win-exceldatasource_specifyingimportoptions](../../../../../images/eurd-win-exceldatasource_specifyingimportoptions.png) +* **Use values of the first rows as field names** - Specifies whether values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Skip hidden rows** - Specifies whether or not to include hidden rows to the resulting data source. +* **Skip hidden columns** - Specifies whether or not to include hidden columns to the resulting data source. + +Click **Next** to proceed to the next wizard page: [Select a Worksheet, Table or Named Region](select-a-worksheet,-table-or-named-range.md). + + + +## Import Settings for a CSV file +The following settings are available if a CSV file has been selected. + +![eurd-win-exceldatasource_csvimportsettings](../../../../../images/eurd-win-exceldatasource_csvimportsettings.png) +* **Use values of the first rows as field names** - Specifies whether or not values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Trim Blanks** - Specifies whether or not to delete all leading and trailing empty spaces from each value in the source CSV file. +* **Encoding** - Specifies the character encoding in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Newline type** - Specifies the line break type in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Value separator** - Specifies a character used to separate values in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Culture** - Specifies culture information used to import data from the source CSV file. +* **Text Qualifier** - Specifies the character that encloses values in the source CSV file. + +Click **Next** to proceed to the next wizard page: [Choose Columns](choose-columns.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md new file mode 100644 index 0000000000..022d213029 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md @@ -0,0 +1,10 @@ +--- +title: Select a Data Source Constructor +--- +# Select a Data Source Constructor + +On this page, select one of the available data source constructors. To exclude irrelevant constructors from the list, select the **Show only highlighted constructors** check box. + +![RD_ReportWizard_ObjDataSourceConsturctor](../../../../../images/eurd-win-data-access-object-binding-select-constructor.png) + +Click **Next** to proceed to the next wizard page: [Specify the Constructor Parameters](specify-the-constructor-parameters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md new file mode 100644 index 0000000000..6fbb27c438 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md @@ -0,0 +1,12 @@ +--- +title: Select a Data Source Member +--- +# Select a Data Source Member + +On this wizard page, specify whether you want to bind to the entire object or to its public member (method or property). To exclude irrelevant members from the list of available members, select the **Show only highlighted members** check box. + +![RD_ReportWizard_ObjSelectDataSourceMember](../../../../../images/eurd-win-data-access-object-binding-select-member.png) + +Click **Next** to proceed to the next wizard page depending on the selected option. +* [Specify the Member Parameters](specify-the-member-parameters.md) +* [Select the Data Binding Mode](select-the-data-binding-mode.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md new file mode 100644 index 0000000000..459ebbc187 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md @@ -0,0 +1,10 @@ +--- +title: Select a Data Source Type +--- +# Select a Data Source Type + +On this wizard page, select a required data source type. To exclude irrelevant classes from the list, select the **Show only highlighted classes** check box. + +![eurd-win-data-access-object-binding-highlighted-classes-attribute-report-wizard](../../../../../images/eurd-win-data-access-object-binding-highlighted-classes-attribute-report-wizard.png) + +Click **Next** to proceed to the next wizard page: [Select a Data Source Member](select-a-data-source-member.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md new file mode 100644 index 0000000000..cd13d814ef --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md @@ -0,0 +1,10 @@ +--- +title: Select an Assembly +--- +# Select an Assembly + +On this page, select an assembly that contains the class type definition of the data source. To exclude irrelevant assemblies from the list, select the **Show only highlighted assemblies** check box. + +![eurd-win-data-access-object-binding-highlighted-assembly-attribute-report-wizard](../../../../../images/eurd-win-data-access-object-binding-highlighted-assembly-attribute-report-wizard.png) + +Click **Next** to proceed to the next wizard page: [Select a Data Source Type](select-a-data-source-type.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md new file mode 100644 index 0000000000..74b1906dee --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md @@ -0,0 +1,11 @@ +--- +title: Select the Data Binding Mode +--- +# Select the Data Binding Mode + +On this wizard page, you can choose one of the following two binding modes. +* **Retrieve the data source schema** - Select this option to retrieve only the data source schema from the specified object and edit the report layout without having access to the actual underlying data. +* **Retrieve the actual data** - Select this option to automatically create an instance of the data source type and obtain its actual data. + +![eurd-win-data-access-object-binding-retrieve-actual-data](../../../../../images/eurd-win-data-access-object-binding-retrieve-actual-data.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md new file mode 100644 index 0000000000..f050a7fa2f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md @@ -0,0 +1,10 @@ +--- +title: Specify the Constructor Parameters +--- +# Specify the Constructor Parameters + +On this wizard page, specify the constructor parameters. + +To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing [report parameter](../../../use-report-parameters.md) to the constructor or even create a new report parameter using the in-place editor. + +![RD_ReportWizard_ObjConstructorParameters](../../../../../images/eurd-win-data-access-object-binding-specify-constructor-parameters.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md new file mode 100644 index 0000000000..b26fa6cf64 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md @@ -0,0 +1,12 @@ +--- +title: Specify the Member Parameters +--- +# Specify the Member Parameters + +On this wizard page, specify the member parameters. + +To specify the member parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or even create a new report parameter using the in-place editor. + +![eurd-win-data-access-object-binding-specify-member-parameters](../../../../../images/eurd-win-data-access-object-binding-specify-member-parameters.png) + +Click **Next** to proceed to the next wizard page: [Select the Data Binding Mode](select-the-data-binding-mode.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md similarity index 84% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md index 25e4034cbb..7d3898096f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md @@ -1,13 +1,12 @@ ---- -title: 'Connect to an XPO Data Source' ---- -# Connect to an XPO Data Source - -The topics in this section describe the steps required to connect a report to XPO data. - -This task includes the following steps: - -* [Choose an Entity Type](connect-to-an-xpo-data-source/choose-an-entity-type.md) -* [Select a Data Connection](connect-to-an-xpo-data-source/select-a-data-connection.md) -* [Specify a Connection String](connect-to-an-xpo-data-source/specify-a-connection-string.md) +--- +title: 'Connect to an XPO Data Source' +--- +# Connect to an XPO Data Source + +The topics in this section describe the steps required to connect a report to XPO data. + +This task includes the following steps: + +* [Choose an Entity Type](connect-to-an-xpo-data-source/choose-an-entity-type.md) +* [Specify a Connection String](connect-to-an-xpo-data-source/specify-a-connection-string.md) * [Save the Connection String](connect-to-an-xpo-data-source/save-the-connection-string.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md new file mode 100644 index 0000000000..5d8795555c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md @@ -0,0 +1,8 @@ +--- +title: 'Choose an Entity Type' +--- +# Choose an Entity Type + +This wizard page lists your application project's persistent object classes. Choose one entity type and proceed to the next page. + +![XPObjectSource-choose-entity-type](../../../../../images/eurd-win-XPObjectSource-choose-entity-type.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md new file mode 100644 index 0000000000..d87e0e3940 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md @@ -0,0 +1,12 @@ +--- +title: 'Save the Connection String' +--- + +# Save the Connection String + +On this page, select whether or not to save the created connection string to the application's configuration file. + +If the data connection uses server authentication, you can also choose to save the user credentials along with the connection string. + +![how-to-sql-data-source07](../../../../../images/eurd-win-how-to-sql-data-source.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md new file mode 100644 index 0000000000..6638102f50 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md @@ -0,0 +1,13 @@ +--- +title: 'Select a Data Connection' +--- +# Select a Data Connection + +On this page, specify whether you want to use an existing data connection or create a new data connection. + +![report-wizard-page-database](../../../../../images/eurd-win-report-wizard-page-database.png) + +Click **Next** to proceed to the next wizard page, depending on the selected option. + +* [Specify a Connection String](specify-a-connection-string.md) +* [Save the Connection String](save-the-connection-string.md) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md new file mode 100644 index 0000000000..105cc8e1c8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md @@ -0,0 +1,46 @@ +--- +title: 'Specify a Connection String' +--- + +# Specify a Connection String + +This page allows you to specify connection string parameters or define a custom connection string. + +![eurd-win-report-wizard-specify-connection-string](../../../../../images/eurd-win-report-wizard-specify-connection-string.png) + +The following data source types are supported. + +* Amazon Redshift +* Firebird +* Google BigQuery +* IBM DB2 +* Microsoft Access 2007 +* Microsoft Access 97 +* Microsoft SQL Server +* Microsoft SQL Server Compact Edition +* MySQL +* Oracle +* Pervasive PSQL +* PostgreSQL +* SAP Sybase Advantage +* SAP Sybase ASE +* SAP Sybase SQL Anywhere +* SQLite +* Teradata +* VistaDB +* VistaDB5 +* XML file + +Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. + +Click **Next** to proceed to the next wizard page. + +## Define a Custom Connection String + +Select **Custom connection string** and specify the connection string. + +![DSW-custom-connection-string](../../../../../images/eurd-win-DSW-custom-connection-string.png) + +Use the XpoProvider parameter to identify a data source provider. For example, *XpoProvider=**MSSqlServer**;Data Source=(local);User ID=username;Password=password;Initial Catalog=database;Persist Security Info=true* + +Click **Next** to proceed to the next wizard page: [Save the Connection String](save-the-connection-string.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md new file mode 100644 index 0000000000..8a2ec0efdd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md @@ -0,0 +1,9 @@ +--- +title: 'No Data' +--- + +# No Data + +Choose *No Data* not to bind to a data source. + +![ReportWizard-NoData](../../../../images/eurd-ReportWizard-NoData.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md new file mode 100644 index 0000000000..f7a60d071b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md @@ -0,0 +1,40 @@ +--- +title: Localization Editor +owner: Sergey Andreev +--- +# Localization Editor + +The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. + +![](../../../images/eurd-localize-report-language-editor-win.png) + +The left panel allows you to change the report's language or add a new language to start localization. +The right panel contains a grid that displays the property name, the text specified for that property in the default language, and the text for the selected language. Text strings of the selected language are editable. + +## Invoke the Localization Editor + +Use one of the following actions: + +* Click the report's smart tag in the Report Designer and select **Edit Localization** in the action list: + + ![](../../../images/eurd-localize-report-smart-tag.png) + +* Click the **Localization** property's ellipsis button in the [Property Grid](ui-panels/property-grid-tabbed-view.md): + + ![](../../../images/eurd-localize-report-property-grid-action.png) + +* Click the **dialog box launcher** in the [Toolbar](ui-panels/toolbar.md)'s Localization group: + + ![](../../../images/eurd-localize-report-dialog-box-launcher.png) + +## Use the Localization Editor + +* **To add a new language**, click the _plus_ button at the right panel. All values for the new language are copied from the default language's values. + +* Change the text and click **Apply** to apply your changes and preview the text in the report designer. + +* Click **OK** to apply changes and close the editor. + +> [!Tip] +> When the **Localization Editor** is invoked, the grid in the right panel displays values for the report controls' **Text** properties. You can click the **Property** column header to modify a filter and select other properties or clear the filter to show all textual properties. +> Grid rows are arranged in the same order as report controls in the [Report Explorer](ui-panels/report-explorer.md) tree - from top to bottom and from left to right. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md new file mode 100644 index 0000000000..47cbf91751 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md @@ -0,0 +1,197 @@ +--- +title: Query Builder +--- + +# SQL Query Builder (WinForms) + +The **Query Builder** allows you to construct SQL queries to retrieve data from an [SQL Database](../bind-to-data/bind-a-report-to-a-database.md). + +![Query Builder](../../../images/winforms-sql-query-builder.png) + +## Run the Query Builder + +Use the [Data Source Wizard](data-source-wizard.md) or [Report Wizard](report-wizard.md) to bind your report to an [SQL Database](../bind-to-data/bind-a-report-to-a-database.md). Switch to the [query customization page](data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) and click the *Add* button in the **Queries** row. + +![Data Source Wizard's Query Customization Page](../../../images/winforms-data-source-wizard-query-customization-page.png) + +## Select Tables + +Drag the table that you want to add to a query from the list of available tables and drop the table onto the **Query Builder** surface. + +![Query Builder: Drag and Drop a Table](../../../images/winforms-query-builder-drag-and-drop-table.png) + +To find a table by name, switch to the table list, press *CTRL+F*, and enter the table name in the editor. + +![Query Builder: Find a Table by Name](../../../images/winforms-query-builder-find-table-by-name.png) + +Enable checkboxes for the table columns that you want to include in the query. + +![Query Builder: Select Columns](../../../images/winforms-query-builder-select-columns.png) + +If you want to include all the columns available in the table, enable **\* (All Columns)**. + +Right-click the table and select *Rename* or *Delete* to change the table's name or remove it. + +![Query Builder: Rename or Delete Column](../../../images/winforms-query-builder-delete-or-rename-column.png) + +## Join Tables + +You can join multiple tables within the same query. Do one of the following to add a table onto the **Query Builder** surface: + +- Drag and drop a table from the table list onto the surface. +- Double-click a table in the table list. + +The table list on the left highlights all child and parent tables that are bound to the dropped table by a foreign key. + +![Query Builder: Table Added to a Query](../../../images/winforms-query-builder-table-added-to-a-query.png) + +Add required tables to the surface. The *Inner Join* relation with the previously added table is created automatically. Added tables display the green plus button for the columns that refer to other tables. You can click this icon to add a linked table to the query and create the *Inner Join* relation with this table. + +![Query Builder: Create the Inner Join Relation Automatically](../../../images/winforms-query-builder-create-inner-join-relation-automatically.png) + +Right-click a relation to edit, delete, or reverse. + +![Query Builder: Edit Relation](../../../images/winforms-query-builder-edit-relation.png) + +The *Edit Relation* command invokes the **Join Editor**. It allows you to specify the join type (*Inner*, *Left Outer*, *Right Outer*, or *Full Outer* ), columns by which the tables should be joined, and a logical operator (*Equal to*, *Is less than*, or others) used to compare table columns. + +![Query Builder: Join Editor](../../../images/winforms-query-builder-join-editor.png) + +You can manually join tables if they are not bound by a foreign key at the database level. In this case, when you drag-and-drop a table onto the **Query Builder** surface, the **Join Editor** is automatically invoked, and this editor allows you to construct a custom join relation. + +![Query Builder: Create Relation Manually in the Join Editor](../../../images/winforms-query-builder-create-relation-manually-in-the-join-editor.png) + +> [!NOTE] +> When you join multiple tables within a single SQL query, you create a flattened table composed of data records selected based on the specified join relations. You can also create [hierarchical data sources](data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md). In general, [master-detail reports](../create-reports/master-detail-reports-with-detail-report-bands.md) are generated faster than similar-looking reports created based on flattened data sources. If possible, use hierarchical data sources instead of flattened ones. + +## Shape Data + +The **Query Builder** displays a list of the query's columns at the bottom-right corner. + +![Query Builder: List of Selected Table Columns](../../../images/winforms-query-builder-list-of-selected-columns.png) + +This list allows you to add new table columns to the query or shape selected table columns. The following options are available: + +* **Column** - Specifies the selected column. Click the down-arrow button to display a drop-down column list and replace the column with another column. Click the ellipsis button to replace the column with an [expression](../use-expressions.md). + + ![Query Builder: Specify an Expression for a Column](../../../images/winforms-query-builder-specify-expression-for-column.png) + +* **Table** - The table that contains the selected column. When you create an expression for a column, this option displays **(All Tables)**. + +* **Alias** - A custom column name. + +* **Output** - Specifies whether to include the column in the query's resulting set. + +* **Sorting Type** - Specifies whether to keep the initial data record order (**Unsorted**) or sort the records by the column (**Ascending** or **Descending**). + + > [!NOTE] + > When you bind a report to an XML file, the **Query Builder** does not support sorting by aggregate functions and the *DISTINCT* and *SELECT ALL* statements. + +* Sort Order - Defines the sort order when data is sorted by multiple columns. For example, if column **A** has the sort order set to **1** and column **B** has it set to **2**, data records are first sorted by column **A** and then by column **B**. This option is available if you enable the **Sorting Type** option. + +* **Group By** - Specifies whether to group the query's resulting set by this column. + +* **Aggregate** - Specifies whether to apply an aggregate function to column values. The following aggregate functions are supported: + + * Count + * Max + * Min + * Avg + * Sum + * CountDistinct + * AvgDistinct + * SumDistinct + +When you want to use the **Group By** or **Aggregate** operations, you should apply them either to all columns or none of them. When you use these operations, only the result of aggregation or grouping is included in the result set. + +## Filter Data + +Click the **Filter** button to invoke the **Filter Editor**. + +![Query Builder: Click Filter Button](../../../images/winforms-query-builder-click-filter-button.png) + +![Query Builder: Filter Editor](../../../images/winforms-query-builder-filter-editor.png) + +The editor has the following tabs: + +* **Filter Tab** - Allows you to build criteria to filter data for the report. Filter criteria can reference [query parameters](../bind-to-data/specify-query-parameters.md), which you can also map to [report parameters](../use-report-parameters.md). +* **Group Filter Tab** - Allows you to specify filter conditions for grouped and aggregated data. This tab is disabled if the data is not grouped. + +You can also enable the **Select only** option to limit the number of resulting data records. If you enable the **Sorting Type** option for at least one column, you can specify how many data records should be skipped. + +> [!NOTE] +> Some data providers do not support the skip setting in the provider-specific SQL string. If you enable the **Select only** option for such data providers, data records are skipped but the *SKIP* statement is not included in the SQL query. + +The **Select only distinct values** option allows you to include only unique values into the resulting set. + +## Edit Query Parameters + +Click **Edit Parameters** to invoke the **Query Parameters** dialog. + +![Query Builder: Click Edit Parameters Button](../../../images/winforms-query-builder-click-edit-parameters-button.png) + +This dialog allows you to add, edit, and remove [query parameters](../bind-to-data/specify-query-parameters.md). The created parameters are available on the [Configure Query Parameters](data-source-wizard/connect-to-a-database/configure-query-parameters.md) wizard page. + +![Query Builder: Query Parameters Dialog](../../../images/winforms-query-builder-query-parameters-dialog.png) + +The following properties are available for each query parameter: + +* **Name** - The name by which you can reference the parameter. + +* **Type** - The data type of the parameter's value. + +* **Expression** - Specifies whether the parameter's value is static or generated dynamically. You can enable this option when you need to map the parameter's value to a [report parameter](../use-report-parameters.md)'s value. + +* **Value** - The parameter's value. If the **Expression** option is enabled, this value is generated dynamically based on the parameter's [expression](../use-expressions.md). + +Refer to the following topic for more information: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md). + +## Preview Results + +Click the **Preview Results** button to open the **Data Preview** dialog. + +![Query Builder: Preview Results Button](../../../images/winforms-query-builder-preview-results-button.png) + +The dialog displays the first 1000 rows of the query result set. + +![Query Builder: Preview Results](../../../images/winforms-query-builder-preview-results.png) + +## Manage Queries + +Right-click a data source in the [Report Explorer](ui-panels/report-explorer.md) or [Field List](ui-panels/field-list.md) and select **Manage Queries** in the context menu. + +![Invoke the Manage Queries Dialog](../../../images/winforms-invoke-manage-queries-dialog.png) + +This invokes the **Manage Queries** dialog that allows you to perform operations on queries and stored procedures. + +![Manage Queries Dialog](../../../images/winforms-manage-queries-dialog.png) + +### Add a New Query + +Click **Add**, specify a name for the new query, and [select tables](#select-tables) that you want to include in the query. + +![Manage Queries Dialog: Add a New Query](../../../images/winforms-manage-queries-dialog-add-new-query.png) + +### Copy and Remove Queries + +Select a query and click the *Copy* or *Remove* icon. + +![Manage Queries Dialog: Copy or Remove a Query](../../../images/winforms-manage-queries-dialog-copy-or-remove-query.png) + +### Modify Stored Procedures + +Select an existing stored procedure and choose a new one that you want to include in a query. + +![Manage Queries Dialog: Modify a Stored Procedure](../../../images/winforms-manage-queries-dialog-modify-a-stored-procedure.png) + +### Add a New Stored Procedure + +Expand the **Add** menu and select **Stored Procedure**. + +![Manage Queries Dialog: Add a Stored Procedure](../../../images/winforms-manage-queries-dialog-add-a-stored-procedure.png) + +### Rename a Query or Stored Procedure + +Double-click an item in the list of queries and stored procedures and use the editor to specify a new name for this item. + +![Manage Queries Dialog: Change an Item's Name](../../../images/winforms-manage-queries-dialog-change-item-name.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md new file mode 100644 index 0000000000..fe61e05fcc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md @@ -0,0 +1,50 @@ +--- +title: Report Wizard +owner: Mary Sammal +--- +# Report Wizard + +The Report Wizard allows you to add a report using one of the following templates: + +* [Blank](report-wizard/blank-report.md) + + Creates a new blank report that is not bound to a data source. Choose this option to design your report without using the wizard. + +* [Table Report](report-wizard/table-report.md) + + Allows you to create a [table report](../create-reports/table-reports.md), connect it to a data source and configure basic report layout settings. + +* [Vertical Report](report-wizard/vertical-report.md) + + Allows you to create a [vertical report](../create-reports/vertical-reports.md), connect it to a data source and configure basic report layout settings. + +* [Cross-Tab Report](report-wizard/cross-tab-report.md) + + Allows you to create a [cross-tab report](../create-reports/cross-tab-reports.md), connect it to a data source and configure basic report layout settings. + +* [Labels](report-wizard/labels.md) + + Allows you to select from different customizable layouts to create labels, badges or price tags. + +* [Template](report-wizard/template.md) + + Enables you to create a new report based on available predefined templates. + +![eurd-win-report-wizard](../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) + +## Run the Report Wizard + +Use one of the following ways to invoke the Report Wizard. + +- Create a new report + + Use the [New Report via Wizard](../add-new-reports.md) command to create a new report based on a Report Wizard template. + +- Edit an existing report + + Click the report's Smart Tag and then the **Design in Report Wizard...** context link in the invoked actions list. + + > [!Note] + > The new report layout overrides the initial report layout. + + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md new file mode 100644 index 0000000000..5418fa319b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md @@ -0,0 +1,16 @@ +--- +title: Blank Report +--- +# Blank Report + +This topic describes how to add a new blank report to an application at design time in Visual Studio by using the **Report Wizard**. + +To create an empty report, [run the Report Wizard](../report-wizard.md), select **Blank** and click **Finish**. + +![ReportWizard-ChooseReportType-BlankReport](../../../../images/eurd-ReportWizard-ChooseReportType-BlankReport.png) + +The following image illustrates the default layout of a newly added empty report. + +![empty-report-default-layout-visual-studio-design-time](../../../../images/eurd-report-bands-design-time-default-layout.png) + +To learn how to connect a report to data and construct the report layout, see the following topic: [Bind to Data](../../bind-to-data.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md new file mode 100644 index 0000000000..d59017618d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md @@ -0,0 +1,16 @@ +--- +title: Choose a Report Type +--- +# Choose a Report Type + +On this wizard page, you can choose the report type you want to create. + +![ReportWizard-ChooseReportType-TableReport](../../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) + +The following report types are available. + +* [Blank Report](blank-report.md) +* [Table Report](table-report.md) +* [Vertical Report](vertical-report.md) +* [Labels](labels.md) +* [Template](template.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md new file mode 100644 index 0000000000..2673cf2ffa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md @@ -0,0 +1,35 @@ +--- +title: Cross-Tab Report +--- +# Cross-Tab Report + +Select **Cross-Tab Report** on the wizard's [start page](../report-wizard.md) to create a [cross-tab report](../../create-reports/cross-tab-reports.md) that displays multi-dimensional data. + +![](../../../../images/eurd-win-cross-tab-report-wizard-select-report-type.png) + +Click **Next** and use the [Data Source Wizard](../data-source-wizard.md) to set up a report's data source. + +Once the data source is configured, you can define the report's layout on the next page. Drop data fields onto the following cross-tab area: + +* **Rows** - defines row headers; +* **Columns** - defines column headers; +* **Data** - defines fields against which to calculate summaries. + +![](../../../../images/eurd-win-cross-tab-report-wizard-drop-fields.png) + +You can also select a field from the corresponding drop-down list. + +![](../../../../images/eurd-win-cross-tab-report-wizard-drop-down-list.png) + +> [!Note] +> The field order defines the hierarchy in the resulting cross-tab report. The higher the field on the list, the higher the level in the field hierarchy. + +You can click **Finish** to stop the Report Wizard. If you want to customize the report further, click **Next** and proceed to the next pages: + +* [Specify Report Page Settings](table-report/specify-report-page-settings.md) +* [Choose a Report Color Scheme](table-report/choose-a-report-color-scheme.md) +* [Set the Report Title](table-report/set-the-report-title.md) + +The generated report contains the [Cross Tab](../../use-report-elements/use-cross-tabs.md) control that is configured based on the specified settings. The XRCrossTab control calculates automatic totals and grand totals across row and column fields. + +![](../../../../images/eurd-win-report-wizard-cross-tab-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md new file mode 100644 index 0000000000..a8851eb4aa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md @@ -0,0 +1,14 @@ +--- +title: Labels +--- +# Labels + +This topic describes the steps required to create a report with labels by using the [Report Wizard](../report-wizard.md). + +![ReportWizard-ChooseReportType-Labels](../../../../images/eurd-ReportWizard-ChooseReportType-Labels.png) + +Label report creation consists of the following two steps. + +* [Select the Data Source Type](labels/select-the-data-source-type.md) +* [Select the Label Type](labels/select-the-label-type.md) +* [Customize the Label Options](labels/customize-the-label-options.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md new file mode 100644 index 0000000000..7add043f8e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md @@ -0,0 +1,13 @@ +--- +title: Customize the Label Options +owner: Anna Gubareva +--- +# Customize the Label Options + +This page is intended to customize the label's options. + +On this page you can adjust the label's layout parameters and choose the **Page Size**. + +![report-wizard-label-report](../../../../../images/eurd-report-wizard-label-report.png) + +Click **Finish** to complete report creation. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md new file mode 100644 index 0000000000..eed5ea7dc6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md @@ -0,0 +1,20 @@ +--- +title: 'Select the Data Source Type' +--- + +# Select the Data Source Type + +This wizard page allows you to select the required data source type. + +![ReportWizard-SelectDataSourceType](../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) + + +Click **Next** to proceed to the next wizard page, depending on the selected data source type. + +* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) +* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) +* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) +* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) +* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) +* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) +* [No Data](../../data-source-wizard/no-data.md) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md new file mode 100644 index 0000000000..682b1ce27b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md @@ -0,0 +1,13 @@ +--- +title: Select the Label Type +owner: Anna Gubareva +--- +# Select the Label Type + +This page is intended to select a label type from numerous predefined types. + +On this page you can choose the proper setting from the **Label Products** and the **Product Number** drop-down lists. The selected type defines the label's size and layout, as well as the page type, which is default for this label. + +![report-wizard-label-report](../../../../../images/eurd-wizard-label-report.png) + +Then, click **Next** to proceed to the [Customize the Label Options](customize-the-label-options.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md new file mode 100644 index 0000000000..ee9085836d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md @@ -0,0 +1,22 @@ + +--- +title: Table Report +owner: Anna Gubareva +--- +# Table Report + +The topics in this section describe how to create a table report and connect it to data at design time within Visual Studio using the **Data Source Wizard**. + +To create a new report and connect it to data, [run the Report Wizard](../report-wizard.md) and select **Table Report**. + +![ReportWizard-ChooseReportType-TableReport](../../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) + +The Report Wizard can include the following pages: + +* [Select the Data Source Type](table-report/select-the-data-source-type.md) +* [Choose Fields to Display in a Report](table-report/choose-fields-to-display-in-a-report.md) +* [Add Grouping Levels](table-report/add-grouping-levels.md) +* [Specify Summary Options](table-report/specify-summary-options.md) +* [Specify Report Page Settings](table-report/specify-report-page-settings.md) +* [Specify a Report Color Scheme](table-report/choose-a-report-color-scheme.md) +* [Set the Report Title](table-report/set-the-report-title.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md index 4a486c73e5..aff64b17e2 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md @@ -1,23 +1,23 @@ ---- -title: Add Grouping Levels ---- -# Add Grouping Levels -This page allows you to group data in your report. If you do not need to group your data, simply click **Next** on this page to skip this step. - -![eurd-win-report-wizard-master-detail-group-data](../../../../../../images/eurd-win-report-wizard-master-detail-group-data.png) - -Nested grouping and grouping against multiple fields are fully supported. The following image illustrates all basic grouping types. - -![Reports-GroupingConcept](../../../../../../images/eurd-win-report-wizard-reports-groupingconcept.png) - -The list on the left-hand side displays data fields that can be used to group data. To apply grouping, do one of the following. -* Select columns and click the right arrow button. -* Double-click columns. - -To remove a grouping field, double-click it in the list on the right-hand side, or select it and click the left arrow button. You can also change the order of grouping fields using the up arrow and down arrow buttons. - -You can stop the wizard on this step by clicking **Finish**. In this case, your report will look similar to the image below. - -![eurd-win-report-wizard-master-detail-group-data-result](../../../../../../images/eurd-win-report-wizard-master-detail-group-data-result.png) - +--- +title: Add Grouping Levels +--- +# Add Grouping Levels +This page allows you to group data in your report. If you do not need to group your data, simply click **Next** on this page to skip this step. + +![eurd-win-report-wizard-master-detail-group-data](../../../../../images/eurd-win-report-wizard-master-detail-group-data.png) + +Nested grouping and grouping against multiple fields are fully supported. The following image illustrates all basic grouping types. + +![Reports-GroupingConcept](../../../../../images/eurd-win-report-wizard-reports-groupingconcept.png) + +The list on the left-hand side displays data fields that can be used to group data. To apply grouping, do one of the following. +* Select columns and click the right arrow button. +* Double-click columns. + +To remove a grouping field, double-click it in the list on the right-hand side, or select it and click the left arrow button. You can also change the order of grouping fields using the up arrow and down arrow buttons. + +You can stop the wizard on this step by clicking **Finish**. In this case, your report will look similar to the image below. + +![eurd-win-report-wizard-master-detail-group-data-result](../../../../../images/eurd-win-report-wizard-master-detail-group-data-result.png) + If you want to customize your report further, click **Next**. If data grouping has been applied on this page, you will proceed to the [Specify Summary Options](specify-summary-options.md) page. If you have not grouped your data, you will skip the summaries step and go to the [Specify Report Page Settings](specify-report-page-settings.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md new file mode 100644 index 0000000000..5087d9ed3a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md @@ -0,0 +1,12 @@ +--- +title: 'Choose a Report Color Scheme' +--- + +# Choose a Report Color Scheme + +This page allows you to choose a base color for report styles. + +![xtrareport-wizard-empty-report-01](../../../../../images/eurd-win-ReportWizard-ChooseReportColorScheme.png) + +The wizard creates styles based on the chosen color for the first level report controls and applies styles with more transparent colors to controls on deeper levels. + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md similarity index 89% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md index 5888a2a51d..c4e57edfbd 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md @@ -1,24 +1,24 @@ ---- -title: Choose Fields to Display in a Report ---- -# Choose Fields to Display in a Report - -This wizard page allows you to select data members for a report and its detail reports as well as choose data fields to display in these reports. - -![report-wizard-master-detail-select-fields](../../../../../../images/report-wizard-master-detail-select-fields128032.png) - -The list on the left-hand side displays queries and [master-detail relationships](../../../create-reports/master-detail-reports-with-detail-report-bands.md) specified on the previous wizard page. Select required check boxes to create relevant reports and assign their **DataMember** property. - -In the list on the right-hand side, choose data fields from the selected data members to include into corresponding reports. - -After completing the wizard, the report is constructed according to the following: - -* If you select one query, it assigns to the report's **DataMember** property. The selected fields with corresponding captions are automatically added to the report's [Detail Band](../../../introduction-to-banded-reports.md). -* If you select two or more queries, this creates the [Detail Report Band](../../../introduction-to-banded-reports.md) for each query at the same hierarchical level. The **DataMember** properties of these detail reports are assigned to the corresponding queries. -* For each selected master-detail relationship, the [Detail Report Band](../../../introduction-to-banded-reports.md) with the **DataMember** property set to this relationship is created under the corresponding master report. - -You can stop the wizard at this step by clicking **Finish**. The created report looks similar to the image below. - -![report-wizard-master-detail-select-fields-result](../../../../../../images/eurd-win-report-wizard-master-detail-select-fields-result.png) - +--- +title: Choose Fields to Display in a Report +--- +# Choose Fields to Display in a Report + +This wizard page allows you to select data members for a report and its detail reports as well as choose data fields to display in these reports. + +![report-wizard-master-detail-select-fields](../../../../../images/report-wizard-master-detail-select-fields128032.png) + +The list on the left-hand side displays queries and [master-detail relationships](../../../create-reports/master-detail-reports-with-detail-report-bands.md) specified on the previous wizard page. Select required check boxes to create relevant reports and assign their **DataMember** property. + +In the list on the right-hand side, choose data fields from the selected data members to include into corresponding reports. + +After completing the wizard, the report is constructed according to the following: + +* If you select one query, it assigns to the report's **DataMember** property. The selected fields with corresponding captions are automatically added to the report's [Detail Band](../../../introduction-to-banded-reports.md). +* If you select two or more queries, this creates the [Detail Report Band](../../../introduction-to-banded-reports.md) for each query at the same hierarchical level. The **DataMember** properties of these detail reports are assigned to the corresponding queries. +* For each selected master-detail relationship, the [Detail Report Band](../../../introduction-to-banded-reports.md) with the **DataMember** property set to this relationship is created under the corresponding master report. + +You can stop the wizard at this step by clicking **Finish**. The created report looks similar to the image below. + +![report-wizard-master-detail-select-fields-result](../../../../../images/eurd-win-report-wizard-master-detail-select-fields-result.png) + If you want to customize the report further, click **Next** to go to the [Add Grouping Levels](add-grouping-levels.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md new file mode 100644 index 0000000000..89bd9a339a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md @@ -0,0 +1,19 @@ +--- +title: Select the Data Source Type +--- +# Select the Data Source Type + +This wizard page allows you to select the required data source type. + +![ReportWizard-SelectDataSourceType](../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) + +Click **Next** to proceed to the next wizard page, depending on the selected data source type. + +* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) +* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) +* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) +* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) +* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) +* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) +* [No Data](../../data-source-wizard/no-data.md) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md new file mode 100644 index 0000000000..f867e4f608 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md @@ -0,0 +1,8 @@ +--- +title: Set the Report Title +--- +# Set the Report Title + +On this page, specify the title for the report and click **Finish** to exit the wizard. + +![ReportWizard_SpecifyReportTitle](../../../../../images/eurd-reportwizard_specifyreporttitle.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md index b54bb6eb47..3e3ef6c8fe 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md @@ -1,25 +1,25 @@ ---- -title: 'Specify Report Page Settings' ---- - -# Specify Report Page Settings - -At this step, set up the report's page. - -![ReportWizard-SpecifyReportPageSettings](../../../../../../images/eurd-ReportWizard-SpecifyReportPageSettings.png) - -This wizard page allows you to specify the following report properties: - -- Report Page **Size** -- **Unit** - Choose between _Inch_, _Millimeter_ and _Pixel_ to specify size options on this wizard page. After you finish the wizard, the Report Designer transforms the specified units to _HundredthsOfAnInch_, _TenthsOfAMillimeter_ or _Pixels_ to provide a more precise report element alignment. -- **Width** and **Height** - These properties are read-only until you set the **Size** option to *Custom*. - -- Page **Margins** - Use the report page preview to drag the margins to a required position. -- Page **Orientation** - -You can change these settings after you finish the wizard in the Report Designer's Property Grid. - +--- +title: 'Specify Report Page Settings' +--- + +# Specify Report Page Settings + +At this step, set up the report's page. + +![ReportWizard-SpecifyReportPageSettings](../../../../../images/eurd-ReportWizard-SpecifyReportPageSettings.png) + +This wizard page allows you to specify the following report properties: + +- Report Page **Size** +- **Unit** + Choose between _Inch_, _Millimeter_ and _Pixel_ to specify size options on this wizard page. After you finish the wizard, the Report Designer transforms the specified units to _HundredthsOfAnInch_, _TenthsOfAMillimeter_ or _Pixels_ to provide a more precise report element alignment. +- **Width** and **Height** + These properties are read-only until you set the **Size** option to *Custom*. + +- Page **Margins** + Use the report page preview to drag the margins to a required position. +- Page **Orientation** + +You can change these settings after you finish the wizard in the Report Designer's Property Grid. + If you want to customize the report further, click **Next** to proceed to the next wizard page: [Choose a Report Color Scheme](choose-a-report-color-scheme.md). Otherwise, click **Finish** to complete report customization. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md new file mode 100644 index 0000000000..779e73a2f9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md @@ -0,0 +1,25 @@ +--- +title: Specify Summary Options +--- +# Specify Summary Options + +> [!NOTE] +> This wizard step is only available if you have applied data grouping in the previous step ([Add Grouping Levels](add-grouping-levels.md)). If you have not grouped data, this step is skipped. + +On this wizard page, you can specify summaries to calculate in the selected reports. + +![report-wizard-master-detail-specify-summaries](../../../../../images/eurd-win-report-wizard-master-detail-specify-summaries.png) + +Use the drop-down list at the top of the wizard page to choose a required report. + +In the **Fields** table column, you can select an available numerical or date-time field. To specify which functions should be calculated for the selected field, enable the corresponding check boxes in the **Summary functions** drop-down. + +The specified summaries are displayed in the report footer and after corresponding groups (if you have grouped report data on the [previous wizard page](add-grouping-levels.md)). + +If data fields can contain empty values and you do not want to take these values into account when calculating totals, select the **Ignore null values** check box. Otherwise, these values are treated as zeros for numeric fields and the earliest system date for date-time fields. + +You can stop the wizard at this step by clicking **Finish**. The created report looks similar to the image below. + +![report-wizard-master-detail-specify-summaries-result](../../../../../images/eurd-win-report-wizard-master-detail-specify-summaries-result.png) + +If you want to customize the report further, click **Next** to proceed to the next wizard page: [Set the Report Title](set-the-report-title.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md index 25d305b71a..1d5756d1bc 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md @@ -1,21 +1,18 @@ ---- -uid: "119389" -title: Template -owner: Anna Gubareva -seealso: -- linkId: "119811" ---- -# Template - -The topics in this section describe how to create a report based on available predefined templates in Visual Studio at design time. - -[Run the Report Wizard](../report-wizard.md) and select the **Template** option on its first page. - -![ReportWizard-ChooseReportType-Template](../../../../../images/eurd-ReportWizard-ChooseReportType-Template.png) - -Template report creation includes the following steps. - -* [Choose a Report Template](template/choose-a-report-template.md) -* [Select the Data Source Type](template/select-the-data-source-type.md) -* [Map Report Template Fields](template/map-report-template-fields.md) +--- +title: Template +owner: Anna Gubareva +--- +# Template + +The topics in this section describe how to create a report based on available predefined templates in Visual Studio at design time. + +[Run the Report Wizard](../report-wizard.md) and select the **Template** option on its first page. + +![ReportWizard-ChooseReportType-Template](../../../../images/eurd-ReportWizard-ChooseReportType-Template.png) + +Template report creation includes the following steps. + +* [Choose a Report Template](template/choose-a-report-template.md) +* [Select the Data Source Type](template/select-the-data-source-type.md) +* [Map Report Template Fields](template/map-report-template-fields.md) * [Specify Report Template Options](template/specify-report-template-options.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md similarity index 90% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md index 9383894763..f00ac4f147 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md @@ -1,15 +1,15 @@ ---- -title: Choose a Report Template ---- - -This wizard page allows you to choose one of the predefined report layouts. - -![eurd-win-report-template-wizard-select-template](../../../../../../images/eurd-win-report-template-wizard-select-template.png) - -Once the wizard finishes, the selected template defines the arrangement of the appropriate elements in a report and their appearance settings. You can stop the wizard on this page by clicking **Finish**. - -Click **Next** to provide data to your report and continue report customization. - -The [next page](select-the-data-source-type.md) guides you through the data source setup. - +--- +title: Choose a Report Template +--- + +This wizard page allows you to choose one of the predefined report layouts. + +![eurd-win-report-template-wizard-select-template](../../../../../images/eurd-win-report-template-wizard-select-template.png) + +Once the wizard finishes, the selected template defines the arrangement of the appropriate elements in a report and their appearance settings. You can stop the wizard on this page by clicking **Finish**. + +Click **Next** to provide data to your report and continue report customization. + +The [next page](select-the-data-source-type.md) guides you through the data source setup. + After you configured a data source, proceed to the following wizard page: [Map Report Template Fields](map-report-template-fields.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md index 1bf5969572..8d90f52095 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md @@ -1,24 +1,24 @@ ---- -title: Map Report Template Fields ---- -# Map Report Template Fields - -On this wizard page, you can specify the relationships between the data source's fields and predefined template fields, or provide static values for the template fields. - -The tree on the left-hand side displays data source fields. The grid on the right-hand side contains two columns with available template fields and their values divided into categories. - -Drag and drop the required data field from the tree onto the corresponding template field to map these fields. - -![report-template-wizard-map-fields-drag-and-drop](../../../../../../images/eurd-win-report-template-wizard-map-fields-drag-and-drop.png) - -You can also select the necessary data field from the **Template Field Value** drop-down list. - -![report-template-wizard-map-fields-drop-down-list](../../../../../../images/eurd-win-report-template-wizard-map-fields-drop-down-list.png) - -Select **None** in the drop-down list to delete a mapping. - -You can also manually enter a static field value in the **Template Field Value** column. - -If you do not provide values to specific template fields, the corresponding elements are added to the resulting report anyway. - +--- +title: Map Report Template Fields +--- +# Map Report Template Fields + +On this wizard page, you can specify the relationships between the data source's fields and predefined template fields, or provide static values for the template fields. + +The tree on the left-hand side displays data source fields. The grid on the right-hand side contains two columns with available template fields and their values divided into categories. + +Drag and drop the required data field from the tree onto the corresponding template field to map these fields. + +![report-template-wizard-map-fields-drag-and-drop](../../../../../images/eurd-win-report-template-wizard-map-fields-drag-and-drop.png) + +You can also select the necessary data field from the **Template Field Value** drop-down list. + +![report-template-wizard-map-fields-drop-down-list](../../../../../images/eurd-win-report-template-wizard-map-fields-drop-down-list.png) + +Select **None** in the drop-down list to delete a mapping. + +You can also manually enter a static field value in the **Template Field Value** column. + +If you do not provide values to specific template fields, the corresponding elements are added to the resulting report anyway. + You can stop the wizard at this step by clicking **Finish** or click **Next** to proceed to the following wizard page: [Specify Report Template Options](specify-report-template-options.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md new file mode 100644 index 0000000000..9df56a6a00 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md @@ -0,0 +1,20 @@ +--- +title: 'Select the Data Source Type' +--- + +# Select the Data Source Type + +This wizard page allows you to select the required data source type. + +![ReportWizard-SelectDataSourceType](../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) + +Click **Next** to proceed to the next wizard page, depending on the selected data source type. + +* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) +* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) +* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) +* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) +* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) +* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) +* [No Data](../../data-source-wizard/no-data.md) + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md similarity index 92% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md index b7ad560d40..f6d85329d0 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md @@ -1,19 +1,19 @@ ---- -title: Specify Report Template Options ---- -# Specify Report Template Options - -The following wizard page allows you to specify currency formatting options and the discount/tax options. - -![report-template-wizard-specify-report-options](../../../../../../images/eurd-win-report-wizard-specify-report-template-options.png) - -In the **Currency** section, select the currency symbol and format for displaying price values. - -In the **Discount** and **Tax** section, you can specify the following settings. - -* **Range** - Defines whether the discount/tax value should not be taken into account (**None**), or should be used for individual items (**Unit**) or for the entire order (**Total**). -* **Value** - Specifies the discount/tax value that can be static or bound to the data source field. -* **Type** - Specifies the type of the discount/tax value (flat, fixed or percentage). -* **Inclusive** (for the tax only) - Indicates whether the tax value is included into product prices. - +--- +title: Specify Report Template Options +--- +# Specify Report Template Options + +The following wizard page allows you to specify currency formatting options and the discount/tax options. + +![report-template-wizard-specify-report-options](../../../../../images/eurd-win-report-wizard-specify-report-template-options.png) + +In the **Currency** section, select the currency symbol and format for displaying price values. + +In the **Discount** and **Tax** section, you can specify the following settings. + +* **Range** - Defines whether the discount/tax value should not be taken into account (**None**), or should be used for individual items (**Unit**) or for the entire order (**Total**). +* **Value** - Specifies the discount/tax value that can be static or bound to the data source field. +* **Type** - Specifies the type of the discount/tax value (flat, fixed or percentage). +* **Inclusive** (for the tax only) - Indicates whether the tax value is included into product prices. + Click **Finish** to complete the wizard and get the resulting report. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md index bfebf58e4c..8dafc1d6f1 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md @@ -1,27 +1,27 @@ ---- -uid: '400395' -title: 'Vertical Report' ---- - -# Vertical Report - -The topics in this section describe how to create a [vertical report](../../create-reports/vertical-reports.md) - a table report where record fields are displayed vertically and data records are printed horizontally. - -[Run the Report Wizard](../report-wizard.md) and select **Vertical Report** to create a new vertical report and connect it to data. - -![VerticalBandDemoReport_SelectReportType](../../../../../images/eurd-VerticalBandDemoReport_SelectReportType.png) - -The Report Wizard can include the following pages (similar to the Table Report type): - -* [Select the Data Source Type](table-report/select-the-data-source-type.md) -* [Choose Fields to Display in a Report](table-report/choose-fields-to-display-in-a-report.md) -* [Add Grouping Levels](table-report/add-grouping-levels.md) -* [Specify Summary Options](table-report/specify-summary-options.md) -* [Specify Report Page Settings](table-report/specify-report-page-settings.md) -* [Specify a Report Color Scheme](table-report/choose-a-report-color-scheme.md) -* [Set the Report Title](table-report/set-the-report-title.md) - -After you finish the wizard, it creates a report with [vertical bands](../../introduction-to-banded-reports.md#vertical-bands): **Vertical Header**, **Vertical Detail** and **Vertical Total**. - -![VerticalBandDemoReport_WizardResult](../../../../../images/eurd-VerticalBandDemoReport-WizardResult.png) - + +--- +title: 'Vertical Report' +--- + +# Vertical Report + +The topics in this section describe how to create a [vertical report](../../create-reports/vertical-reports.md) - a table report where record fields are displayed vertically and data records are printed horizontally. + +[Run the Report Wizard](../report-wizard.md) and select **Vertical Report** to create a new vertical report and connect it to data. + +![VerticalBandDemoReport_SelectReportType](../../../../images/eurd-VerticalBandDemoReport_SelectReportType.png) + +The Report Wizard can include the following pages (similar to the Table Report type): + +* [Select the Data Source Type](table-report/select-the-data-source-type.md) +* [Choose Fields to Display in a Report](table-report/choose-fields-to-display-in-a-report.md) +* [Add Grouping Levels](table-report/add-grouping-levels.md) +* [Specify Summary Options](table-report/specify-summary-options.md) +* [Specify Report Page Settings](table-report/specify-report-page-settings.md) +* [Specify a Report Color Scheme](table-report/choose-a-report-color-scheme.md) +* [Set the Report Title](table-report/set-the-report-title.md) + +After you finish the wizard, it creates a report with [vertical bands](../../introduction-to-banded-reports.md#vertical-bands): **Vertical Header**, **Vertical Detail** and **Vertical Total**. + +![VerticalBandDemoReport_WizardResult](../../../../images/eurd-VerticalBandDemoReport-WizardResult.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md new file mode 100644 index 0000000000..7687c279f6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md @@ -0,0 +1,43 @@ +--- +title: UI Panels +--- +# UI Panels + +The Report Designer includes the following panels: + +![](../../../images/eurd-win-report-designer.png) + +* [Ribbon](ui-panels/toolbar.md) + + Contains the main tabs: Home, Layout, Page, and View, and contextual tabs specific to the currently selected report control. The Ribbon control allows you to switch between Designer and Preview, and open the Scripts editor. +* [Report Explorer](ui-panels/report-explorer.md) + + Displays a tree-like hierarchy of report elements, data sources, and other components, and allows you to manage a collection of visual styles. +* [Field List](ui-panels/field-list.md) + + Displays the data source schema and allows you to manage calculated fields and parameters. +* [Report Gallery](ui-panels/report-gallery.md) + + Allows you to store and reuse report controls, styles, data sources, and entire report layouts. +* [Property Grid (Tabbed View)](ui-panels/property-grid-tabbed-view.md) + + Allows you to view and modify report settings and report element properties. +* [Property Grid (Non-Tabbed View)](ui-panels/property-grid-non-tabbed-view.md) + + Allows you to access and customize report/report element settings in a non-tabbed view. +* [Group and Sort Panel](ui-panels/group-and-sort-panel.md) + + Allows you to group and sort data in a report. +* [Report Design Analyzer](ui-panels/report-design-analyzer.md) + + Displays errors, warnings, and information messages that help users create or enhance a report layout. +* [Design Surface](../introduction-to-banded-reports.md) + + An area where you can add report controls and edit a report layout. + +* [Toolbox](ui-panels/toolbox.md) + + Lists all available report controls. You can drag a control from the toolbox and drop it onto a report design surface. +* [Designer Settings Dialog](ui-panels/designer-settings-dialog.md) + + Allows you to configure report design and document generation settings globally at the application level. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/designer-settings-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/designer-settings-dialog.md new file mode 100644 index 0000000000..2985377f3c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/designer-settings-dialog.md @@ -0,0 +1,182 @@ +--- +title: Designer Settings Dialog +owner: Margarita Zakhodiaeva +--- +# Designer Settings Dialog + +The Designer Settings dialog in the WinForms Report Designer allows users to configure report design and document generation settings globally at the application level. This dialog centralizes frequently used options, streamlines panel management, and simplifies customization of default report behavior. + +The dialog groups settings into the following categories: + +* General – Report Designer UI and dock panel options. +* Data – application-wide data binding and schema discovery settings. +* New Report – default layout, appearance, and script options for newly created reports. +* Export – PDF and CSV export behavior. + +![WinForms Report Designer Settings Dialog](../../../../images/win-eud-designer-settings-dialog.png) + +## Invoke the Dialog + +You can invoke the Designer Settings dialog in one of the following ways: + +* Click the **Settings** bar item in the Home ribbon tab: + + ![Settings Button in Home Ribbon Tab](../../../../images/win-eud-designer-settings-dialog-ribbon.png) + +* Select the **Settings** option in the application menu: + + ![Settings Command in Application Menu](../../../../images/win-eud-designer-settings-application-menu.png) + +## Dialog UI + +The left panel of the dialog contains four categories, each with a set of Report Designer and report settings. + +![WinForms Report Designer Settings Dialog](../../../../images/win-eud-designer-settings-dialog.png) + +Specify settings and click **OK** to apply them and close the dialog. Click **Reset to Default** to restore initial values. + +The following settings are available: + +### General + +This category contains Report Designer UI and dock panel settings. + +* Default Cross Tab Control + + Specifies the default control used to present cross-tab data (XRCrossTab or XRPivotGrid). + +* Display Chart Designer Automatically + + Specifies whether to invoke the Chart Designer on adding an XRChart to a report. + +* Show Dimension Notations + + Specifies whether to display exact element size (dimension notations) on the reporting surface during resize operations. + +* Show Data Analyzer Notification + + Specifies whether to display a notification popup with errors that occurred during report creation. + +* Properties Panel + + Specifies whether to display the Properties panel on the Report Designer surface. + +* Report Explorer + + Specifies whether to display the Report Explorer panel on the Report Designer surface. + +* Report Gallery + + Specifies whether to display the Report Gallery panel on the Report Designer surface. + +* Field List + + Specifies whether to display the Field List panel on the Report Designer surface. + +* Group and Sort + + Specifies whether to display the Group and Sort panel on the Report Designer surface. + +* Report Designer Analyzer + + Specifies whether to display the Report Designer Analyzer panel on the Report Designer surface. + + +### Data + +This category contains application-wide settings related to data binding. + +* Data Binding Mode + + Specifies if the Report Designer binds report controls to data via Expressions (default) or via Data Bindings (legacy option). + +* Convert Bindings to Expressions + + Specifies whether end users are prompted to convert direct data bindings to customizable expressions. + +* Data Source Request Timeout + + Maximum time the Report Designer waits for an SQL data source response, in seconds. + +* Field List Max Search Depth + + Field List search box does not look for fields beyond the specified nesting level. + +* MongoDB Schema Discovery Item Count + + Specifies how many documents (records) the Report Designer scans in each collection in order to build the schema. + +* JSON Schema Discovery Item Count + + Specifies how many documents (records) the Report Designer scans in each collection in order to build the schema. + +* Display Date and Time Components in the Field List + + Specifies whether to expand date-time fields in the Field List panel to reveal their components so you can directly bind them to report controls. + +### New Report + +This category contains default settings for **all new reports** created in the Report Designer. + +* Paper Kind + + Specifies the report size. + +* Size + + Specifies report page height and width measured in report units. You can specify the report size only if Paper Kind is set to `Custom`. + +* Margins + + Specifies report page margins, measured in report units. + +* Font + + Specifies the default font used in reports. + +* Report Unit + + Specifies the default units of measurement used in reports to define element locations, dimensions, and margins. + +* Landscape + + Specifies whether report page orientation is landscape. + +* Snap Mode + + Specifies how report elements snap and align to each other. + +* Draw Grid + + Displays or hides the design surface grid. + +* Default File Name + + Sets the default file name used when exporting a report from Print Preview. + +* Default Export Format + + Sets the default export format in Print Preview. + +* Script Language + + Specifies the programming language used in report scripts. + + > [!Important] + > This setting is initially hidden. To activate report scripts and display the Script Language setting, script execution must be allowed. + +### Export + +This category contains application-wide settings for export to PDF and CSV. + +* Use GDI+ Line Break Algorithm + + Uses GDI+ line breaks to optimize text layout in certain languages. + +* Follow Report Layout + + Attempts to preserve the report layout. May add extra rows or columns to match element positions. + + + + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md new file mode 100644 index 0000000000..43ae9fcc2e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md @@ -0,0 +1,72 @@ +--- +title: Field List +owner: Anna Gubareva +--- +# Field List + +This panel displays the schemas of a report’s data sources. + +![Field List](../../../../images/eurd-win-field-list.png) + +Right-click a data source to access its settings. For instance, you can add the data source to the [Report Gallery](report-gallery.md) to reuse it in other reports. + +![Field List - Add Data Source to Report Gallery](../../../../images/eurd-win-field-list-data-source-add-to-gallery.png) + +The Field List allows you to do the following: + +## Search fields + +Enter a search string in the search box. The Field List filters fields and tables to match the entered string. + +![Field List - Search](../../../../images/eurd-win-field-list-search.png) + +## Bind controls to data + +Drop a field onto a report's surface to create a new report control bound to this field. + +![Field List - Drop Field Onto the Surface](../../../../images/eurd-win-field-list-drop-fields.png) + +Drop a field onto an existing report control to bind this control to the field. + +![Field List - Drop Field Onto a Control](../../../../images/eurd-win-field-list-drop-field-to-control.png) + +Hold the CTRL key when you drop a field on top of an existing control to keep the control's current data binding setting. In this case, a new report control is created. + +![Field List - Drop Field Onto a Control and Keep Binding](../../../../images/eurd-win-field-list-avoid-data-binding.png) + +**Select which control to create** + +Do any of the following: + +* Hold the SHIFT key when you drop a data field onto the report surface. +* Right-click a data field and drop it onto the report surface. + +This invokes a context menu where you can select which control to create. + +![Field List - Select Which Control to Create](../../../../images/eurd-win-fieldlist-create-specific-contols.png) + +## Create tables + +Drop an entire data table onto the report to create a report table with columns bound to the data table's fields. + +![Field List - Drop Table](../../../../images/eurd-win-field-list-drop-table.png) + +Hold the CTRL or SHIFT key to select multiple data fields in the Field List. Drop these fields onto the report to create a report table that only has the selected fields. + +![Field List - Select Specific Fields](../../../../images/eurd-win-list-drop-multiple-fields.png) + +Hold the SHIFT key when you drop the selected fields onto the report to only create column headers. This creates a new table whose cells display the selected field names. Alternatively, you can drag and drop fields with the right mouse button. + +![Field List - Create Column Headers](../../../../images/eurd-win-field-list-multi-select-bound-table-cells.png) + +## Data shaping operations + +The Field List can help you do the following: + +* Add [calculated fields](../../shape-report-data/use-calculated-fields/calculated-fields-overview.md) to data tables. + + ![Field List - Add Calculated Field](../../../../images/eurd-win-field-list-add-calculated-field.png) + +* Add [report parameters](../../use-report-parameters.md) or change existing parameters. + + ![Field List - Add Report Parameter](../../../../images/eurd-winield-list-add-report-parameter.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md new file mode 100644 index 0000000000..fd853c4bd9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md @@ -0,0 +1,20 @@ +--- +title: Group and Sort Panel +--- +# Group and Sort Panel +The **Group and Sort Panel** allows you to quickly apply [grouping](../../shape-report-data/group-and-sort-data/group-data.md) and [sorting](../../shape-report-data/group-and-sort-data/sort-data.md) to your report data. + +![eurd-win-group-and-sort-panel](../../../../images/eurd-win-group-and-sort-panel.png) + +To create a new grouping or sorting criterion, simply click **Add a Group** or **Add a Sort**. + +Then, to control whether the corresponding [Group Header or Footer band](../../introduction-to-banded-reports.md) should be displayed, use the **Show Header** and **Show Footer** check boxes. + +The **Sort Order** drop-down list allows you to specify a sorting mode (ascending or descending) or disable sorting. + +You can change the order in which multiple grouping and sorting criteria are to be performed, using the **Move Up** and **Move Down** buttons. + +To remove a grouping or sorting criterion, select it, and click **Delete**. + +> [!NOTE] +> If the Group and Sort Panel is hidden, you can enable it To do this, select in the **Windows** | **Group and Sort** on the [Toolbar](toolbar.md)'s **View** page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md new file mode 100644 index 0000000000..651c06b443 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md @@ -0,0 +1,108 @@ +--- +title: Property Grid (Non-Tabbed View) +--- +# Property Grid (Non-Tabbed View) + +The **Property Grid** allows you to access and customize report/report element settings. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-property-grid-nontabbed-view.png) + +See the [Property Grid (Tabbed View)](property-grid-tabbed-view.md) topic if your Property Grid arranges properties in tabs. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-PropertyGrid-Tabs_nontabbed.png) + +## Select a Report Element + +Perform one of the following actions to select an element and show its properties in the Property Grid: + +* Select an element in the drop-down list at the top of the Property Grid. + + ![WinFormsPropertyGrid-SelectControl](../../../../images/eurd-win-PropertyEditor-SelectControl.png) + +* Click an element in the [design surface](../../first-look-at-the-report-designer.md). +* Select an element in the [Report Explorer](report-explorer.md). + +## Categorized and Alphabetical Modes + +You can switch between categorized and alphabetical modes. + + ![Categorized-Alphabetical-Mode-Switchers](../../../../images/eurd-win-propertygrid-nontabbed-modeswitchers.png) + + - In the categorized mode, properties are listed in a tree-like form. + + ![Categorized-Mode](../../../../images/eurd-win-propertygrid-nontabbed-categorized.png) + + - In the alphabetical mode, all properties are displayed in a single list and are sorted alphabetically by name. + + ![Alphabetical-Mode](../../../../images/eurd-win-propertygrid-nontabbed-alphabetical.png) + +## Favorite Properties + +The **Favorites** tab displays favorite or most frequently used properties. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-PropertyGrid-Favorites-nontabbed.png) + +Click the **Edit Favorite Property List** context menu item to set up the favorite properties. Enable check boxes for the controls' properties in the invoked **Favorite Properties Editor** to include these properties into the favorite list. + +![](../../../../images/eurd-win-favorite-properties-editor-nontabbed.png) + +## Change Property Values + +The Property Grid adds a green property marker to properties if their default value changes. + +![WinFormsPropertyGrid-GreenMarks](../../../../images/eurd-win-PropertyGrid-GreenMarks-nontabbed.png) + +Right-click a property's editor to reset the value. + +![WinFormsPropertyGrid-ResetValue](../../../../images/eurd-win-FormsPropertyGrid-ResetValue-nontabbed.png) + +## Set Color Properties + +You can use the Magnifier to set color properties. + +![](../../../../images/eurd-win-magnifier-button-nontabbed.png) + +Do the following to use the Magnifier: + +- Click the Magnifier button. +- Move the invoked Magnifier on the screen to find the color you want to set. + + ![](../../../../images/eurd-win-magnifier-get-color.png) + + You can use the Magnifier to zoom out. Use one of the following options to do this: + + - Hold Ctrl and press + / - + - Scroll the mouse wheel + +- Click to set the color property to the selected color. + + ![](../../../../images/eurd-win-magnifier-set-color.png) + +Right click or press Esc to cancel the Magnifier mode. + +## Specify Expressions + +If [expression bindings](../../use-expressions/data-binding-modes.md) are enabled, the Property Grid allows you to specify expressions that can include two or more data fields and various functions. Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item. + +![WinFormsPropertyGrid-Expression](../../../../images/eurd-win-PropertyGrid-Expression-nontabbed.png) + +Click this item to specify an expression in the invoked Expression Editor. + +![WinFormsPropertyGrid-ExpressionEditor](../../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) + +The Property Grid highlights properties that have an assigned expression. + +![WinFormsPropertyGrid-ExpressionMark](../../../../images/eurd-win-PropertyGrid-ExpressionMark-nontabbed.png) + +Click a property's marker and choose **Reset** to reset the property value. + +![WinFormsPropertyGrid-ResetExpression](../../../../images/eurd-win-PropertyGrid-ResetExpression-nontabbed.png) + +> [!Note] +> The **Reset** command resets both the expression and the value you specified using the property editor. + +## Search Properties + +The Property Grid's search box allows you to search for a property. When you type within the search box, the Property Grid automatically creates a search criteria based on the entered text and filters the list of available properties. + +![WinFormsPropertyGrid-Search](../../../../images/eurd-win-PropertyGrid-Search-nontabbed.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md new file mode 100644 index 0000000000..8224e5ea1b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md @@ -0,0 +1,100 @@ +--- +title: Property Grid (Tabbed View) +--- +# Property Grid (Tabbed View) + +The **Property Grid** allows you to access and customize report/report element settings. + +![WinFormsPropertyGrid](../../../../images/eurd-win-WinFormsPropertyGrid.png) + +See the [Property Grid (Non-Tabbed View)](property-grid-non-tabbed-view.md) topic if your Property Grid does not display tabs. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-property-grid-nontabbed-view-tabbed-topic.png) + +## Select a Report Element + +Perform one of the following actions to select an element and show its properties in the Property Grid: + +* Select an element in the drop-down list at the top of the Property Grid. + + ![WinFormsPropertyGrid-SelectControl](../../../../images/eurd-win-PropertyEditor-SelectControl.png) + +* Click an element in the [design surface](../../first-look-at-the-report-designer.md). +* Select an element in the [Report Explorer](report-explorer.md). + +## Property Grid Tabs + +The Property Grid displays properties in tabs. The active tab is activated at the application's next start. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-PropertyGrid-Tabs.png) + +## Favorite Properties + +The **Favorites** tab displays favorite or most frequently used properties. + +![WinFormsPropertyGrid-Tabs](../../../../images/eurd-win-PropertyGrid-Favorites.png) + +Click the **Edit Favorite Property List** context menu item to set up the favorite properties. Enable check boxes for the controls' properties in the invoked **Favorite Properties Editor** to include these properties into the favorite list. + +![](../../../../images/eurd-win-favorite-properties-editor.png) + +## Change Property Values + +The Property Grid adds a green property marker to properties if their default value changes. + +![WinFormsPropertyGrid-GreenMarks](../../../../images/eurd-win-PropertyGrid-GreenMarks.png) + +Right-click a property's editor to reset the value. + +![WinFormsPropertyGrid-ResetValue](../../../../images/eurd-win-FormsPropertyGrid-ResetValue.png) + +## Set Color Properties + +You can use the Magnifier to set color properties. + +![](../../../../images/eurd-win-magnifier-button.png) + +Do the following to use the Magnifier: + +- Click the Magnifier button. +- Move the invoked Magnifier on the screen to find the color you want to set. + + ![](../../../../images/eurd-win-magnifier-get-color.png) + + You can use the Magnifier to zoom out. Use one of the following options to do this: + + - Hold Ctrl and press + / - + - Scroll the mouse wheel + +- Click to set the color property to the selected color. + + ![](../../../../images/eurd-win-magnifier-set-color.png) + +Right click or press Esc to cancel the Magnifier mode. + +## Specify Expressions + +If [expression bindings](../../use-expressions/data-binding-modes.md) are enabled, the Property Grid allows you to specify expressions that can include two or more data fields and various functions. Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item. + +![WinFormsPropertyGrid-Expression](../../../../images/eurd-win-PropertyGrid-Expression.png) + +Click this item to specify an expression in the invoked Expression Editor. + +![WinFormsPropertyGrid-ExpressionEditor](../../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) + +The Property Grid highlights properties that have an assigned expression. + +![WinFormsPropertyGrid-ExpressionMark](../../../../images/eurd-win-PropertyGrid-ExpressionMark.png) + +Click a property's marker and choose **Reset** to reset the property value. + +![WinFormsPropertyGrid-ResetExpression](../../../../images/eurd-win-PropertyGrid-ResetExpression.png) + +> [!Note] +> The **Reset** command resets both the expression and the value you specified using the property editor. + +## Search Properties + +The Property Grid's search box allows you to search for a property. When you type within the search box, the Property Grid automatically creates a search criteria based on the entered text and filters the list of available properties. + +![WinFormsPropertyGrid-Search](../../../../images/eurd-win-PropertyGrid-Search.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md new file mode 100644 index 0000000000..98cc7ee57a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md @@ -0,0 +1,60 @@ +--- +title: 'Report Design Analyzer' +--- +# Report Design Analyzer + +The **Report Design Analyzer** shows errors, warnings, and information messages that help you to detect and fix issues in a report. + +![Report Design Analyzer panel](../../../../images/report-design-analyzer-win.png) + +## Invoke the Report Design Analyzer + +Do one of the following to invoke the **Report Design Analyzer**: + +* Select **Report Design Analyzer** from the **Windows** drop-down menu in the **View** toolbar tab. + + ![View toolbar Windows menu](../../../../images/eurd-report-design-analyzer-invoke-from-toolbar.png) + +* Click the bell icon in the status bar. + + ![Bell icon in status bar](../../../../images/eurd-report-design-analyzer-invoke-with-bell.png) + +## Fix Issues + +Each message contains a recommendation on how to fix an issue. Click the Plus icon in front of the message to expand the recommendation. + +![Expand message with recommendation](../../../../images/report-design-analyzer-expand-message@2x.png) + +The **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. + +![Navigate to control or script](../../../../images/report-design-analyzer-navigate-to-control@2x.png) + +## Filter Messages by Source + +Based on their source, report errors are divided into four groups: + +* Report layout errors – occur, for example, when report controls overlap each other or extend beyond the report’s printable area. +* Report creation errors – occur while the report document is created. For instance, it might include notifications about invalid property values or unreachable sources of content. +* Report export errors – happen while the report document is exported to PDF, XLSX, and other formats. +* Report script errors (this group is not displayed if report scripts are disabled in your application) – for example, errors in script syntax. + +You can disable messages that belong to a particular source: + +![Disable messages by error source](../../../../images/disable-messages-that-belong-to-error-source.png) + +## Filter Messages by Type + +You can enable/disable messages of each available type ("Error", "Warning", or "Information") or any combination of them. Click the panel in the UI as shown in the image below to enable/disable messages of a corresponding type. + +![Filter messages by type](../../../../images/filter-messages-by-type.png) + +## Enable Accessibility Validation + +Click the **Accessibility** bar item in the UI panel to display accessibility-related issues in the Report Design Analyzer. + +![Accessibility validation button](../../../../images/win-report-analyzer-accessibility-validation.png) + +Use filters by type and source to navigate long issue lists: + +* Like other report design issues, accessibility issues are divided into errors, warnings, and messages. If you deselect the Warnings button, all accessibility warnings will be hidden. +* The source filter allows you to select report controls where issues originate. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md new file mode 100644 index 0000000000..9d1f170077 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md @@ -0,0 +1,63 @@ +--- +title: Report Explorer +--- +# Report Explorer + +The **Report Explorer** shows a report structure in a tree-like form and provides access to components assigned to a report (such as its data sources). + +![RD_Elements_ReportExplorer](../../../../images/eurd-win-report-explorer.png) + +## Search fields + +Enter a search string in the search box. The Report Explorer filters report elements, styles, and data sources to match the entered string. + +![Report Explorer - Search](../../../../images/eurd-win-field-list-search.png) +## Report Bands and Controls + +Bands and controls are listed in a hierarchical tree-like structure. + +Select an element and invoke the context menu to access the available actions. + +![eurd-win-report-explorer-context-menu](../../../../images/eurd-win-report-explorer-context-menu.png) + +Select an element and navigate to the **Property Grid** to edit the element's options. + +![design-time-report-explorer-right-click](../../../../images/eurd-win-report-explorer-properties.png) + +Data-bound controls are marked with a yellow database icon. + +![eurd-win-report-explorer-bound-controls](../../../../images/eurd-win-report-explorer-bound-controls.png) + +Right-click an element in the **Report Explorer** and select **Navigate To Control** from the context menu to move the design surface's visible area to this element. + +![eurd-win-navigate-to-control](../../../../images/eurd-win-navigate-to-control.gif) + +Drag elements to change their location. + +![eurd-win-move-controls](../../../../images/eurd-win-move-controls.gif) + +Check the following topics for more information on how to manipulate report elements: + +* [Manipulate Bands](../../introduction-to-banded-reports.md#access-the-bands-collection) +* [Manipulate Report Controls](../../use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md) +* [Manipulate Table Elements](../../use-report-elements/use-tables/manipulate-table-elements.md#reorder-table-rows-and-cells) + +## Report Styles + +Drop a style onto a report element. This applies the selected style to the element. + +![design-time-drag-style](../../../../images/eurd-win-drag-style.gif) + +You can select all report elements with a specific style. + +![design-time-report-explorer-style-select-controls](../../../../images/eurd-win-report-explorer-style-select-controls.png) + +## Report Data Sources + +The Data Sources node lists all [data sources](../../bind-to-data.md) configured for the report. Right-click a data source to customize its settings or add it to the [Report Gallery](report-gallery.md). + +![design-time-report-explorer-data-source-add-to-gallery](../../../../images/eurd-win-report-explorer-data-source-add-to-gallery.png) + +You can convert a **Data Set** data source to an SQL data source. Right-click the Data Set and select **Convert to SqlDataSource** from the context menu. Click **Yes** in the invoked dialog to confirm the selected action. + +![design-time-report-explorer-data-source-convert-data-set](../../../../images/eurd-win-report-explorer-data-source-convert-data-set.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md new file mode 100644 index 0000000000..4625aecdcf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md @@ -0,0 +1,144 @@ +--- +title: Report Gallery +--- +# Report Gallery + +The **Report Gallery** allows you to store and reuse reports and their elements. + +![report-gallery](../../../../images/eurd-win-report-gallery.png) + +Do not confuse the Report Gallery with the [Report Explorer](report-explorer.md) that has a similar user interface. The Report Gallery stores shared templates. The Report Explorer displays the current report structure. + +## Reports + +The Report Gallery displays report layout templates in the **Reports** category. + +To create a new template, right-click an empty area around the design surface and select **Add To Gallery** in the context menu. The report's **Name** property value defines the template name. + +![report-gallery-add-report-template](../../../../images/eurd-report-gallery-add-report-template.png) + +Do one of the following to apply a template to the current report: + +* Right-click the template in the Report Gallery and select **Apply Layout to Report**. + + ![report-gallery-apply-report-layout](../../../../images/eurd-report-gallery-apply-report-layout128490.png) + +* Drag and drop the template from the Report Gallery onto the report. + + ![report-gallery-apply-report-template-drag-and-drop](../../../../images/eurd-report-gallery-apply-report-template-drag-and-drop.png) + +The following dialog warns you that the template overrides the current layout: + +![report-gallery-apply-report-message](../../../../images/eurd-report-gallery-apply-report-message.png) + +When you apply the report template, all the associated styles and components are added to the current report as well. + +## Bands + +The Report Gallery's **Bands** category contains [band](../../introduction-to-banded-reports.md) templates. + +To create a new template, right-click a report band and choose **Add To Gallery** in the context menu. The band's **Name** property value defines the template name. + +![report-gallery-add-band-template](../../../../images/eurd-report-gallery-add-band-template.png) + +Use the following ways to apply a band template: + +* **Drag and Drop** + + Drag and drop the template from the Report Gallery onto the band of the same type to replace the band's content. + + ![](../../../../images/eurd-report-gallery-apply-band-template-drag-and-drop.png) + + To create a new band, move the mouse cursor to the delimiter between bands and drop the template. + + ![](../../../../images/eurd-report-gallery-create-new-band-drag-and-drop.png) + + You can always create new Detail Report bands and Group Headers/Footers. You can add the Report Header/Footer or Page Header/Footer only if the report does not contain this band. + +* **Gallery Context Menu** + + Right-click a template in the Report Gallery and choose **Apply Layout to Band** in the context menu. + + ![](../../../../images/eurd-report-gallery-apply-band-template-context-menu.png) + + This action's behavior depends on the template's band type and the selected report band. + + | Template's Band Type | Action Result | + |--- | --- | + | **Detail Band**, **Vertical Detail Band**, **Top Margin**, **Bottom Margin** | Replaces the corresponding band's content independently from the selected band type. | + | **Group Header**, **Group Footer**, **Detail Report Band** | If the same band is selected in the report, replaces the band's content. Otherwise, adds a new band to the deepest hierarchy level. | + | **Report Header**, **Report Footer**, **Page Header**, **Page Footer**, **Vertical Header**, **Vertical Footer** | If the same band exists in the report, replaces the band's content. Otherwise, adds a new band. | + +Note that the template stores settings related to the band and its controls ([binding information](../../use-report-elements/bind-controls-to-data.md), [appearance options](../../customize-appearance/appearance-properties.md), etc). All these settings are restored when you apply the template. + +## Controls + +You can combine [report controls](../../use-report-elements.md) from the same band into a template. Hold down SHIFT or CTRL and select controls. Then, right-click the selection and choose **Add To Gallery** in the context menu. + +![report-gallery-add-controls](../../../../images/eurd-report-gallery-add-controls.png) + +This adds a new template to the **Controls** section. The template name consists of control names separated by commas. + +![](../../../../images/eurd-report-gallery-multiple-controls-template.png) + +To apply a control template, drag and drop it from the Report Gallery onto a band. + +![report-gallery-apply-controls-template](../../../../images/eurd-report-gallery-apply-controls-template.png) + +All the control settings are restored when you apply the template. + +## Styles + +Right-click a style in the Report Explorer and select **Add To Gallery** to create a new template in the **Styles** category. + +![report-gallery-add-style-template](../../../../images/eurd-report-gallery-add-style-template.png) + +Use the following ways to apply a style template: + +* To add the style to the report's [style sheet](../../customize-appearance/report-style-sheets.md), right-click the style in the Report Gallery and select **Add to Report Style Sheet**. + + ![report-gallery-style-add-to-report-style-sheet](../../../../images/eurd-report-gallery-style-add-to-report-style-sheet.png) + + You can also use the same action in the **Styles** node's context menu to add all the styles available in the Report Gallery. + +* To apply the style to a specific report control, drag and drop this style from the Report Gallery onto this control. This also adds the selected style to the report style sheet if it does not already contain this style. + + ![report-gallery-style-apply-to-control](../../../../images/eurd-report-gallery-style-apply-to-control.png) + +## Data Sources + +Right-click a data source in the Report Explorer and select **Add To Gallery** to create a new template in the **Data Source** category. + +![report-gallery-add-component-template](../../../../images/eurd-report-gallery-add-component-template.png) + +Do one of the following to apply a data source template: + +* Right-click the template in the Report Gallery and select **Add to Report Data Sources** in the context menu. + + ![report-gallery-apply-component-template](../../../../images/eurd-report-gallery-apply-component-template.png) + +* Drag and drop the template from the Report Gallery onto the report. + +## Rename Templates + +To change the template name, select **Rename** in the template's context menu and type a new name. + +![report-gallery-controls-template-rename](../../../../images/eurd-report-gallery-controls-template-rename.png) + +## Group Templates + +Right-click a root Gallery node and select **Add New Folder** in the context menu. + +![](../../../../images/eurd-report-gallery-add-new-folder.png) + +Specify the folder name. Move templates to this folder to combine them into a group. + +![](../../../../images/eurd-report-gallery-move-template-to-folder.png) + +## Import and Export Templates + +You can import gallery items from an XML file. Right-click the **Import** toolbar button, locate a file in the invoked **Open** dialog and click **OK**. + +![report-gallery-load-save-gallery](../../../../images/eurd-report-gallery-load-save-gallery.png) + +To save gallery templates to an XML file, click the **Export** toolbar button and select a target file in the **Save** dialog. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbar.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbar.md new file mode 100644 index 0000000000..9852e04d69 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbar.md @@ -0,0 +1,62 @@ +--- +title: Toolbar +--- +# Toolbar + +The Report Designer **Toolbar** includes the **Home**, **Layout**, **Page**, and **View** tabs for general commands as well as contextual tabs for commands relating to the selected report controls. + +## Home Tab + +![eurd-win-toolbar-home-page](../../../../images/eurd-win-toolbar-home-page.png) + +Use commands in this tab to + +* add new reports, load and save report layouts; +* add data sources, [calculated fields](../../shape-report-data/use-calculated-fields.md), and [report parameters](../../use-report-parameters.md); +* delete the selected report elements, place them on the clipboard and paste them onto report bands; +* customize font, color, formatting and alignment settings; +* create new styles based on the selected control's appearance settings and then apply the created styles to other controls. + +## Layout Tab + +![Layout Tab](../../../../images/eurd-win-toolbar-layout-page.png) + +This tab provides commands that + +* align report elements to each other or the snap grid; +* change the report element size relative to other report elements and to fit the snap grid or the parent container; +* change the stacked elements' order; +* select the snapping mode. + +## Page Tab + +![Page Tab](../../../../images/eurd-win-toolbar-page-page.png) + +These commands allow you to + +* set the page margins, orientation, and paper size; +* specify the page's background color; +* add watermark text to a report or turn a picture into a report's background. + +## View Tab + +![View Tab](../../../../images/eurd-win-toolbar-view-page.png) + +This tab enables you to + +* turn on/off [export and printing warnings](../../use-report-elements/manipulate-report-elements.md) to highlight intersecting controls and controls placed outside page margins; +* display the document's watermark on the design surface; +* specify whether to draw the snap grid; +* expand or collapse all report bands; +* change the report language and show localizable properties in the **Property Grid**; +* zoom the design surface; +* manage the Report Designer panels' visibility. + + +## Contextual Tabs + +Contextual tabs are visible whenever you select a specific report element and provide commands applicable to the selected element's type. + +The following image demonstrates the table cell's available tabs: + +![Contextual Tabs](../../../../images/eurd-win-toolbar-contextual-tabs.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbox.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbox.md new file mode 100644 index 0000000000..39b7b8060b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbox.md @@ -0,0 +1,67 @@ +--- +title: Control Toolbox +--- +# Control Toolbox +The **Control Toolbox** lists all available [controls](../../use-report-elements.md) and allows you to add them to your report. + +![RD_Toolbox](../../../../images/eurd-win-toolbox.png) + +## Available Controls + +The available report controls can be divided into the following categories: + + + +### General Content +The following controls are most commonly used to display data in a report. + + + +| ![web-designer-toolbox-barcode](../../../../images/eurd-win-barcode.png) | ![web-designer-toolbox-checkbox](../../../../images/eurd-win-checkbox.png) | ![web-designer-toolbox-gauge](../../../../images/eurd-win-gauge.png) | ![web-designer-toolbox-label](../../../../images/eurd-win-label.png) | ![web-designer-toolbox-label](../../../../images/eurd-win-charactercomb.png) | ![web-designer-toolbox-picture-box](../../../../images/eurd-win-picturebox.png) | ![web-designer-toolbox-rich-text](../../../../images/eurd-win-richtext.png) | ![web-designer-toolbox-table](../../../../images/eurd-win-table.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | +[Barcode](../../use-report-elements/use-bar-codes.md) | [Check Box](../../use-report-elements/use-basic-report-controls/check-box.md) | [Gauge](../../use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md) | [Label](../../use-report-elements/use-basic-report-controls/label.md) | [Character Comb](../../use-report-elements/use-basic-report-controls/character-comb.md) | [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md) | [Rich Text](../../use-report-elements/use-basic-report-controls/rich-text.md) | [Table](../../use-report-elements/use-tables.md) | + + +### Extended Data +The following controls are connected to data individually, without accessing a report's data source. + + + +| ![web-designer-toolbox-chart](../../../../images/eurd-win-chart.png) | ![web-designer-toolbox-pivotgrid](../../../../images/eurd-win-pivotgrid.png) | ![web-designer-toolbox-sparkline](../../../../images/eurd-win-sparkline.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | +| [Chart](../../use-report-elements/use-charts-and-pivot-grids.md) | [Pivot Grid](../../use-report-elements/use-charts-and-pivot-grids.md) | [Sparkline](../../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) | + + + + +### Report Layout +The following controls allow you to draw shapes in a report and customize the report layout. + +| ![web-designer-toolbox-cross-band-line](../../../../images/eurd-win-crossbandline.png) | ![web-designer-toolbox-cross-band-box](../../../../images/eurd-win-crossbandbox.png) | ![web-designer-toolbox-line](../../../../images/eurd-win-line.png) | ![web-designer-toolbox-page-break](../../../../images/eurd-win-PageBreak.png) | ![web-designer-toolbox-panel](../../../../images/eurd-win-panel.png) | ![web-designer-toolbox-shape](../../../../images/eurd-win-shape.png) | ![web-designer-toolbox-subreport](../../../../images/eurd-win-subreport.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | +[Cross-Band Line](../../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Cross-Band Box](../../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Line](../../use-report-elements/draw-lines-and-shapes/draw-lines.md) |[Page Break](../../use-report-elements/use-basic-report-controls/page-break.md) | [Panel](../../use-report-elements/use-basic-report-controls/panel.md) | [Shape](../../use-report-elements/draw-lines-and-shapes/draw-shapes.md) | [Subreport](../../use-report-elements/use-basic-report-controls/subreport.md) | + +### Document Statistics +The dynamic content of the following controls is not obtained from a data source. + +![web-designer-toolbox-page-info](../../../../images/eurd-win-pageinfo.png) | ![WebReportDesigner_Toolbox_TableOfContent](../../../../images/eurd-win-tableofcontents.png) | +| -------------------------------------------------------------------- | -------------------------------------------------------------------- | +| [Page Info](../../use-report-elements/use-basic-report-controls/page-info.md) | [Table of Contents](../../use-report-elements/use-basic-report-controls/table-of-contents.md) | + + + +## Add a Control to a Report + +To add a control from the Toolbox, do one of the following. +* Double-click an item in the Toolbox for the appropriate control, which will be created at the Detail band's top left corner. + +* Drag and drop an item from the Toolbox onto the required location within a report. + + ![eurd-win-drag-control-from-toolbox](../../../../images/eurd-win-add-rich-text-to-report.png) +* Select an item in the Toolbox, and then click the required location within a report. +* Select an item in the Toolbox, and then indicate the bounding rectangle by holding the left mouse button. + + ![eurd-win-add-control-from-toobox](../../../../images/eurd-win-add-control-from-toobox.png) + +Select the ![eurd-win-toolbox-arrow](../../../../images/eurd-win-toolbox-arrow.png) **Pointer** item when you need to perform selection, re-positioning or resizing operations. It is automatically selected after you drop a control onto a report. + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/save-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/save-reports.md new file mode 100644 index 0000000000..95d05bb131 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/save-reports.md @@ -0,0 +1,30 @@ +--- +title: Save Reports +author: Mary Sammal +--- +# Save Reports + +Reports are saved as a file with an REPX extension. This file stores information about the report layout. + +You can use one of the following commands to save reports: + +## Use the Ribbon's Home Tab + +* Click **Save**| **Save As** to save a copy of the report. + + ![eurd-win-ribbon-save-report-as](../../images/eurd-win-ribbon-save-report-as.png) + + Specify the folder and file name in the invoked **Save As** dialog. + +* Click **Save** or press CTRL+S to save the report's layout in the application's folder. + + ![eurd-win-ribbon-save-report](../../images/eurd-win-ribbon-save-report.png) + + + + +## Use the Ribbon Application Menu + +You can use the **Save** or **Save As** command in the application's menu to save the report's current layout or save a copy of the report. + +![eurd-win-application-menu-save-report](../../images/eurd-win-application-menu-save-report.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-running-summary.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-running-summary.md new file mode 100644 index 0000000000..cae1f3df5e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-running-summary.md @@ -0,0 +1,111 @@ +--- +title: Calculate a Running Summary +author: Anna Gubareva +--- + +# Calculate a Running Summary + +This topic describes how to calculate a running summary across report groups. A running summary adds the current summary value to the previously calculated summaries. + +The sample report shows current summaries by year for sales of the specified product: + +![Report with Running Summary](../../../../images/summary-running-result.png) + +Follow the steps in the sections below to create a sample report with a running summary. + +## Bind a Report to Data + +1. [Create a new blank report](../../add-new-reports.md). + +1. Click **Add Report Data Source** in the report's smart tag to invoke the **Data Source Wizard**, as illustrated in the following image: + + ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) + +1. Create a data source bound to the **ProductReports** view in the sample Northwind database. + +1. Filter report data to display only the specified product: + + ![Specify Filter String](../../../../images/summary-running-filter-string.png) + + To specify a filter expression, invoke the report's smart tag and click the ellipsis next to the **Filter String** editor. Construct the following criterion in the **FilterString Editor** window: + ``` + [ProductName] = 'Tofu' + ``` + +## Add a Calculated Field to Calculate a Year Value + +1. Click _Field List_ in the Visual Studio **XtraReports** menu to invoke the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel. Right-click any field and select **Add Calculated Field**: + + ![Add Calculated Field](../../../../images/summary-running-add-calculated-field.png) + +1. Right-click the newly created field and select **Edit Expression** to invoke the **Expression Editor** dialog: + + ![Edit Calculated Field Expression](../../../../images/summary-running-calculated-field-edit-expression.png) + +1. Enter the following expression that calculates the year value for the `ShippedDate` data field: + ``` + GetYear([ShippedDate]) + ``` + + ![Calculated Field Expression Editor](../../../../images/summary-running-calculated-field-expression-editor.png) + +1. In the **Properties** window, rename the calculated field to `calcYear`. Alternatively, right-click the field in the **Field List** and select **Edit Calculated Fields** to invoke the **Calculated Field Collection Editor** where you can specify the field name. + +## Group Data by Year +1. Use the [Group and Sort](../group-and-sort-data.md) panel to create a **Group Header** band associated with the `CategoryName` field. If the panel is hidden, click _Group and Sort_ in the **XtraReports** menu: + + To create grouping criteria, click **Add a Group** and select the `calcYear` field from the invoked drop-down menu: + + ![Summary - Add a Group](../../../../images/summary-running-group.png) + +1. Select the **Show Footer** checkbox in the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel to add the **Group Footer** band: + + ![Add Group Footer Band](../../../../images/summary-running-add-group-footer-band.png) + +## Add Report Controls to Display Data + +1. Drop fields from the **Field List** window to report bands to create data-bound [Label](../../use-report-elements/use-basic-report-controls/label.md) controls that display data: + + ![Drop Fields to Display Data](../../../../images/summary-running-drop-fields.png) + +1. Use the **Format String** editor in the label's smart tag to specify how to display data. +1. Right-click the report's design area and select **Insert Band - Report Header** to add the Report Header band. +1. Drop the **ProductName** field from the **Field List** window to the **Report Header** band to create a label. Use the label's **Format String** editor to enter a string to display: + + ![Format Report Header](../../../../images/summary-running-report-header-format.png) + +## Add a Running Summary + +1. Drop the **Label** control from the Toolbox to the Group Footer band. Click the ellipsis next to the **Summary** editor in the label's smart tag to invoke the **Summary Editor**: + + ![Summary Label Smart Tag](../../../../images/summary-running-label-smart-tag.png) + +1. In the **Summary Editor** dialog you should set the following options: + +* Summary running + + Specifies the summary calculation range (the entire report, current report group, or current document page). Select _Report_ from the drop-down list. +* Summary function + + Specifies the summary function. When you hover over the information symbol, it shows a tooltip with information about the selected function. Select _RunningSum_ from the drop-down list. +* Argument expression + + Specifies a data field. Select _[Product Sales]_. + + ![Summary Editor](../../../../images/summary-running-summary-editor.png) + + Click **OK** to close the dialog window. + +1. The Summary Editor settings are automatically converted to an expression that is assigned to the label's **Expression** property: + + ![Summary Label Expression](../../../../images/summary-running-label-expression.png) + +1. You can click the ellipsis next to the Expression editor to invoke the **Expression Editor** dialog: + + ![Expression Editor](../../../../images/summary-running-expression-editor.png) + + The dialog allows you to edit the summary expression and change the summary function. + +Review the following topic for a list of supported summary functions: [Functions in Expressions](../../use-expressions/functions-in-expressions.md) + +1. Switch to the **Preview** tab to see the result. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md new file mode 100644 index 0000000000..1fa72449f6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md @@ -0,0 +1,48 @@ +--- +title: Calculate a Summary +author: Anna Gubareva +--- +# Calculate a Summary + +This document shows how to use a report control's Expression property to calculate a group summary, as shown in the image below: + +![xtrareports-summary](../../../../images/eurd-summary.png) + +Follow the steps below to calculate a summary: + +1. Create a report [bound](../../bind-to-data.md) to a data source. + +1. Use the [Group and Sort Panel](../../report-designer-tools/ui-panels/group-and-sort-panel.md) to [group report data](../group-and-sort-data/group-data.md) by the key data field and construct a layout like the following: + + ![xtrareports-summary-report-layout](../../../../images/eurd-summary-layout.png) + +1. Right-click the report's **Detail** band and select **Insert Band** / **Group Footer** from the context menu. + + ![xtrareports-summary-add-group-footer](../../../../images/eurd-summary-add-group-footer.png) + +1. Drop a **Label** control onto the **Group Footer** band. + + ![xtrareports-summary-drop-label](../../../../images/eurd-summary-drop-label.png) + +1. Click the label's smart tag, then click the **Summary** field's ellipsis button to open the **Summary Editor** form. + + ![summary-expressions-label-smart-tag](../../../../images/eurd-summary-label-summary.png) + +1. In the **Summary Editor** form, use the following options: + + * **Summary running** - specifies summary calculation range (the entire report, current report group, or current document page). + * **Summary function** - specifies a summary function. + * **Argument expression** - specifies a data field or a complex expression. + + ![summary-expressions-label-smart-tag](../../../../images/eurd-label-summaryeditor.png) + + >[!TIP] + > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. + +2. You can use the **Format String** property to format the summary value: + + ![summary-format-string-label-smart-tag](../../../../images/eurd-summary-label-details.png) + +Switch to Print Preview mode to see the result: + +![summary-report-group-result-preview](../../../../images/eurd-summary-preview.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md index 037c5c9829..da44350f7f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md @@ -1,28 +1,28 @@ ---- -title: Calculate a Weighted Average -author: Anna Gubareva ---- -# Calculate a Weighted Average - -![](../../../../../images/eurd-win-weighted-average-result.png) - -Follow the steps below to calculate a weighted average: - -1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). -2. [Bind a report](../../bind-to-data.md) to a required data source. -3. [Group the report's data](../../shape-report-data/group-and-sort-data/group-data.md) using the [Group and Sort Panel](../../report-designer-tools/ui-panels/group-and-sort-panel.md) and construct a layout like the following: - - ![](../../../../../images/eurd-win-weighted-average-group-data.png) - -4. Add the [Group Footer](../../introduction-to-banded-reports.md) band to the report and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) control on this band to display the summary result. Click the label's smart tag, then click the Summary field's ellipsis button. - - ![](../../../../../images/eurd-win-weighted-average-summary-running.png) - -5. In the invoked **Summary Editor** window: - * Set the **Summary Running** property to **Group**. - * Set the **Summary Function** property to **Weighed average**. - * Set the **Argument Expression** property to the field to count the weighted average on, and the **Weight** property to the field that provides weights. - - ![](../../../../../images/eurd-win-weighted-average-summary-expression.png) - -6. You can also use the control's **Format String** property to format the summary value. For instance, set this property to **Weighted Average Price: {0:c2}**. +--- +title: Calculate a Weighted Average +author: Anna Gubareva +--- +# Calculate a Weighted Average + +![](../../../../images/eurd-win-weighted-average-result.png) + +Follow the steps below to calculate a weighted average: + +1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). +2. [Bind a report](../../bind-to-data.md) to a required data source. +3. [Group the report's data](../../shape-report-data/group-and-sort-data/group-data.md) using the [Group and Sort Panel](../../report-designer-tools/ui-panels/group-and-sort-panel.md) and construct a layout like the following: + + ![](../../../../images/eurd-win-weighted-average-group-data.png) + +4. Add the [Group Footer](../../introduction-to-banded-reports.md) band to the report and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) control on this band to display the summary result. Click the label's smart tag, then click the Summary field's ellipsis button. + + ![](../../../../images/eurd-win-weighted-average-summary-running.png) + +5. In the invoked **Summary Editor** window: + * Set the **Summary Running** property to **Group**. + * Set the **Summary Function** property to **Weighed average**. + * Set the **Argument Expression** property to the field to count the weighted average on, and the **Weight** property to the field that provides weights. + + ![](../../../../images/eurd-win-weighted-average-summary-expression.png) + +6. You can also use the control's **Format String** property to format the summary value. For instance, set this property to **Weighted Average Price: {0:c2}**. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md new file mode 100644 index 0000000000..75544688d9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md @@ -0,0 +1,38 @@ +--- +title: Calculate an Advanced Summary +author: Anna Gubareva +--- +# Calculate an Advanced Summary + +This document describes how to calculate an advanced summary for report groups using a built-in summary function and arithmetical or logical functions. + +1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). + +2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel and group the report's data by the required field. Display the footer for the created group. + + ![](../../../../images/eurd-win-label-summary-group-data.png) + +3. Drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) onto the group footer to display the summary result. + + Click the label's smart tag and set its **Summary** property to **Group**. + + ![](../../../../images/eurd-win-label-advanced-summary-running.png) + +4. Click the **Expression** property's ellipsis button. + + ![](../../../../images/eurd-win-label-advanced-summary-expression-property.png) + +5. This invokes the **Summary Expression Editor** where you can specify a custom expression with the required summary functions and other logical or arithmetical functions. For example: + + ![](../../../../images/eurd-win-label-advanced-summary-expression.png) + + > [!TIP] + > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. + +6. You can use the **Format String** property to format the summary's value. + + ![](../../../../images/eurd-win-label-advanced-summary-format-string.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-label-advanced-summary-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md index b28538654b..6422f988f6 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md @@ -10,7 +10,7 @@ Carried Forward/Brought Forward summaries refer to the practice of automatically As the following image illustrates, calculated running summaries are transferred from the report’s page footer to the header of the next page. Values are calculated for the group and are specified by the user. It can involve grouping by monthly expenses, or grouping by month with the cumulative balance of total expenses. -![CarryOver Scheme](~/reporting-for-desktop/images/carryover-scheme.png) +![CarryOver Scheme](../../../../images/carryover-scheme.png) In Reporting controls, Carried Forward/Brought Forward summaries are represented by the `sumCarryoverSum(Expression)`. function. @@ -20,7 +20,7 @@ The example shows how to display transactions for a user account. These transact 1. Place the `Label` controls in group header/group footer bands. Enable group header/group footer bands’ **Repeat Every Page** option. - ![](~/reporting-for-desktop/images/xrlabel-in-repetitive-bands.png) + ![](../../../../images/xrlabel-in-repetitive-bands.png) 2. Bind the `XRLabel` controls to the following expression: @@ -28,4 +28,4 @@ The example shows how to display transactions for a user account. These transact This allows DevExpress Reports to display the balance on each page. - ![](~/reporting-for-desktop/images/display-transactions-for-a-user-account.png) \ No newline at end of file + ![](../../../../images/display-transactions-for-a-user-account.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md new file mode 100644 index 0000000000..4e20bbf71d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md @@ -0,0 +1,39 @@ +--- +title: Count the Number of Groups in a Report +author: Anna Gubareva +--- +# Count the Number of Groups in a Report + +This document describes how to count the number of groups in a report. + +1. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel and create a new group. Enable the **Show Header** option to display the Group Header in the report. + + ![](../../../../images/eurd-win-shaping-count-group-data.png) + +2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the group field onto the created Group Header. + + ![](../../../../images/eurd-win-shaping-count-drop-filed-onto-group-header.png) + +3. Right-click the report's surface and add a Report Footer to the report. + + ![](../../../../images/eurd-win-shaping-insert-report-footer.png) + +4. Drop a label onto the Report Footer and click its smart tag. In the invoked **Label Tasks** window, click the **Summary** property's ellipsis button. + + ![](../../../../images/eurd-win-shaping-group-count-summary-running.png) + +7. In the Summary Editor window: + + * Set the **Summary running** property to the **Report** value. + * Set the **Summary function** property to **Count (Distinct)**. + * Set the **Argument expression** property to the field you group the data by. + +![](../../../../images/eurd-win-shaping-group-count-expression.png) + +8. Back in the **Label Tasks** window, you can use the **Format String** property to format the summary's value: + + ![](../../../../images/eurd-win-shaping-group-count-format-string.png) + +You can see the group count in the report footer when switching to [Print Preview](../../preview-print-and-export-reports.md). + +![](../../../../images/eurd-win-shaping-group-count-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md new file mode 100644 index 0000000000..687263b23c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md @@ -0,0 +1,38 @@ +--- +title: Count the Number of Records in a Report or Group +author: Anna Gubareva +--- +# Count the Number of Records in a Report or Group + +This document describes how to display the number or records in a report or group. + +1. Right-click the report's design surface and add a Report Header or Footer to display the record count for the entire report. + + ![](../../../../images/eurd-win-shaping-insert-report-header.png) + + > [!Note] + > Use a Group Header/Footer for displaying record counts for groups, and a Page Header/Footer for displaying record counts for pages. + +2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the corresponding data table field onto the created band to create a data-bound label. + + ![](../../../../images/eurd-win-shaping-drop-field-onto-report-header.png) + +3. Click the label's smart tag. In the invoked Label Tasks window, click the **Summary** field's ellipsis button. + + ![](../../../../images/eurd-win-shaping-count-summary-running.png) + +4. In the **Summary Editor** window: + + * Set the **Summary** property. Select **Report** to count the records throughout the entire report, or select **Group** or **Page** to reset the record count for every group or page. + * Set the **Summary function** property to **DCount**. + * Set the **Argument Expression** property to the data field you need to count. + + ![](../../../../images/eurd-win-shaping-count-expression.png) + +6. Back in the **Label Tasks** window, you can use the **Format String** property to format the resulting value: + + ![](../../../../images/eurd-win-shaping-count-format-string.png) + +You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../../images/eurd-win-shaping-count-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md new file mode 100644 index 0000000000..901127c1a1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md @@ -0,0 +1,28 @@ +--- +title: Display Row Numbers in a Report, Group or Page +author: Anna Gubareva +--- +# Display Row Numbers in a Report, Group or Page + +This document describes how to show the current row number for each data source value displayed in a report. + +A label can display row numbers after [binding your report to data](../../bind-to-data.md) and specifying a bound data field in the Label's **Expression** property. + +1. Click the label's smart tag. In the invoked **Label Tasks** window, click the **Summary** property's ellipsis button. + + ![](../../../../images/eurd-win-shaping-row-numbers-summary-running.png) + +2. In the Summary Editor window: + + * Set the **Summary running** property. Select **Report** to increment the row numbers throughout the entire report, or select **Group** or **Page** to reset the row numbers for every group or page. + * Set the **Summary function** property to **Record Number**. + + ![](../../../../images/eurd-win-shaping-row-numbers-expression-property.png) + +3. Back in the **Label Tasks** window, you can use the **FormatString** property to format the resulting value: + + ![](../../../../images/eurd-win-shaping-row-numbers-format-string.png) + +You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the record numbers displayed for the specified range. + +![](../../../../images/eurd-win-shaping-row-numbers-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md new file mode 100644 index 0000000000..d4f7404030 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md @@ -0,0 +1,39 @@ +--- +title: Filter Data at the Data Source Level +author: Anna Gubareva +--- +# Filter Data at the Data Source Level + +This tutorial illustrates how to filter data at the report data source level, as opposed to the [report level](filter-data-at-the-report-level.md). This approach is recommended when dealing with comparatively large data sources when the retrieval process is slow. + +1. [Create a new report](../../add-new-reports.md) or open an existing one. + +2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. + +3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. + + ![](../../../../images/eurd-win-filter-data-drop-fields.png) + + + +4. Select the data source in the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md), expand its **Queries** collection property in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the ellipsis for the **Filter String** property of the required query. + + ![](../../../../images/eurd-win-filer-data-source-filter-string-property.png) + +5. In the invoked Filter Editor, construct an expression where the data fields are compared with the required values as shown below. + + + ![](../../../../images/eurd-win-filer-data-source-filter-string.png) + + Every filter condition consists of three parts: + * A data field name. + * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. + * A static operand value, another data field or a query parameter. See the [Specify Query Parameters](../../bind-to-data/specify-query-parameters.md) topic to learn about embedding these parameters into filter conditions. + + You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. + + Alternatively, you can specify a filter expression when creating a query using the [Query Builder](../../report-designer-tools/query-builder.md). To invoke the **Filter Editor** at this stage, click the **Filter...** button. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-filer-data-source-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md new file mode 100644 index 0000000000..a4a76cd8d8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md @@ -0,0 +1,33 @@ +--- +title: Filter Data at the Report Level +author: Anna Gubareva +--- +# Filter Data at the Report Level + +This tutorial illustrates how to filter data at the report level, as opposed to the [data source level](filter-data-at-the-data-source-level.md). This approach is useful when dealing with relatively small data sources, when data load times are acceptable. + +1. [Create a new report](../../add-new-reports.md) or open an existing one. + +2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. + +3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. + + ![](../../../../images/eurd-win-filter-data-drop-fields.png) + +4. Click the report's smart tag and click the **Filter String** property's ellipsis button. + + In the invoked FilterString Editor, construct an expression in which the data fields are compared with the required values. + + + ![](../../../../images/eurd-win-filter-data-report-level-filter-string.png) + + Every filter condition consists of three parts: + * A field of a data source to which a report is bound or the name of the [calculated field](../use-calculated-fields.md), which exists in this data source at the same level. + * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. + * A static operand value, another data field or a [report parameter](../../use-report-parameters.md). To access parameters, click the icon on the right until it turns into a question mark. + + You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. + +Your report is now ready to be generated. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-filter-data-report-level-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md new file mode 100644 index 0000000000..763f680dbc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md @@ -0,0 +1,23 @@ +--- +title: Limit the Number of Records to Display +author: Anna Gubareva +--- +# Limit the Number of Records to Display + +You can filter records displayed in [Print Preview](../../preview-print-and-export-reports.md) using **Report Print Options**. You can specify them in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab. + +![](../../../../images/eurd-win-report-print-options.png) + +## **Limit the Number of Records** + +The **Detail Count at Design Time** property enables you to limit the number of records a report shows in Print Preview embedded into the Report Designer. This option is also available in the report's smart tag. + +![](../../../../images/eurd-win-report-detail-count-at-design-time.png) + +Use the **Detail Count** option to define how many times to print the Detail band when generating a report document to display in Print Preview. + +## **Print on Empty Data Source** + +Disable the **Print when Data Source is Empty** option to avoid generating a report when its data source is empty. You can use this setting in [master-detail reports](../../create-reports/master-detail-reports-with-detail-report-bands.md) to hide the detail report if its data source contains no records. + +The **Detail Count when Data Source is Empty** property allows you to specify how many times to print the Detail band when a report does not have a data source. You can use this property to create static reports that are not connected to a data source and display the same static content several times. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/format-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/format-data.md new file mode 100644 index 0000000000..c6fcfc0951 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/format-data.md @@ -0,0 +1,27 @@ +--- +title: Format Data +author: Anna Gubareva +--- +# Format Data + +This document demonstrates how to specify value formatting for report elements (for instance, format numeric values as a currency or apply a percent format). + +After you [bound your report to data](../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can format data values in a report. + +1. Invoke the control's smart tag and click the **Format String** property's ellipsis button. + + ![](../../../images/eurd-win-label-format-string-property.png) + +2. This invokes the **Format String Editor** where you can specify the required format. + + ![](../../../images/eurd-win-format-string-editor-currency.png) + +Alternatively, you can use the **FormatString** function within the expression you specified for the report control. + +![](../../../images/eurd-win-expression-editor-formatstring-function.png) + +When switching to [Print Preview](../preview-print-and-export-reports.md), you can view the report control displaying values with the specified format. + +![](../../../images/eurd-win-format-data-result.png) + +You can use the control's **Xlsx Format String** property to assign a native Excel format that is used for exporting reports to [XLSX](../../../print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md new file mode 100644 index 0000000000..5be7d76509 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md @@ -0,0 +1,45 @@ +--- +title: Group Data by a Custom Field +author: Anna Gubareva +--- +# Group Data by a Custom Field + +This tutorial illustrates how to group a report against a custom criteria, in particular, group data by days of the week. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. + +2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. + + ![](../../../../images/eurd-win-group-data-create-calculated-field.png) + +3. Select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. + + ![](../../../../images/eurd-win-group-data-calculated-field-properties.png) + + +4. In the invoked **Expression Editor**, select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **GetDayOfWeek([OrderDate])** function to return a zero-based index of the day of the week, extracted from the **OrderDate** data field. + + ![](../../../../images/eurd-win-group-data-calculated-field-expression.png) + + Click **OK** to close the editor and save the changes. +5. Use the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel to quickly create a [Group Header](../../introduction-to-banded-reports.md) band associated with the calculated field. + + To create a group criteria, click **Add a Group** and select the calculated field from the invoked drop-down menu. + + ![](../../../../images/eurd-win-group-by-calculated-field.png) + + You can also use this panel to specify whether or not the corresponding Group Footer band should be visible. The **Sort Order** drop-down list allows you to define the sort order within the group (ascending or descending) or disable sorting in grouped data. + +6. Switch to the **Field List** and drop the required data fields onto the report's area. + + ![](../../../../images/eurd-win-group-by-field-layout.png) + +7. Click the smart tag of the label in the Group Header and set the **Format String** property to **{0:dddd}**. This makes the label only display the day of the week, and not the date. + + ![](../../../../images/eurd-win-group-by-field-format-string.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-group-by-calculated-field-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md new file mode 100644 index 0000000000..28c5dd1687 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md @@ -0,0 +1,83 @@ +--- +title: Group Data +author: Anna Gubareva +--- +# Group Data + +## Group a Report's Data +Do the following to group data in your report: + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. +2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Group** and select the required data field in the invoked drop-down menu. + + ![](../../../../images/eurd-win-group-data-select-field.png) + + > [!Note] + > See the [Group Data by a Custom Field](group-data-by-a-custom-field.md) tutorial to learn how to group a report's data by a custom field. + + This creates an empty [Group Header](../../introduction-to-banded-reports.md) with a corresponding group field added to its **Group Fields** collection. You can access this collection by clicking the Group Header's smart tag. + + ![](../../../../images/eurd-win-group-header-group-fields-property.png) + + You can use the **Group Field Collection Editor** to group data by multiple criteria. Click **Add** to create a new group field and specify its **Field Name** property. + + Use the up and down arrow buttons to specify the order in which these criteria are applied to the report's data. + + ![](../../../../images/eurd-win-group-field-collection-editor.png) + +3. Back in the **Group and Sort** panel, you can specify the group fields' sorting order (ascending or descending). + + Select **None** if your groups are already ordered in the data source, and you do not need to sort them in the report. + + ![](../../../../images/eurd-win-group-data-sort-order.png) + + +4. Click **Show Footer** to create an empty footer for this group. + + ![](../../../../images/eurd-win-group-data-show-footer.png) + +5. When a report has multiple groups, you can change their order by clicking **Move Up** or **Move Down**. + + ![](../../../../images/eurd-win-group-data-move-up-and-down.png) + + The following images illustrate how a report looks when it is grouped by multiple criteria: + + | A single group with multiple group fields | Nested group header bands | + |---|---| + | ![](../../../../images/eurd-win-group-data-multiple-fields-example.png) | ![](../../../../images/eurd-win-group-data-nested-fields-example.png) | + +6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto the group footer to display the group field's value in the report. + + ![](../../../../images/eurd-win-group-data-drop-group-field.png) + +The resulting report looks as follows: + +![](../../../../images/eurd-win-group-data-result.png) + +## Specify the Group's Settings +You can use the group band's smart tag to customize the group's layout settings: + +* Use the **Group Union** property to keep a group's content on the same page when possible. + + ![](../../../../images/eurd-win-group-data-group-union-property.png) + +* Use the **Keep Together** property to print the Group Header/Footer on the same page as the group's contents. + + ![](../../../../images/eurd-win-group-data-keep-together-property.png) + +* Use the **Repeat Every Page** property to print the group band on each page. + + ![](../../../../images/eurd-win-group-data-repeat-every-page-property.png) + +* Use the **Page Break** property to start a new page before or after each group. + + ![](../../../../images/eurd-win-group-data-page-break-property.png) + +When you need to display page numbers for individual groups, add the [Page Info](../../use-report-elements/use-basic-report-controls/page-info.md) control to the Group Header or Footer and set its **Running Band** property to the Group Header's name. + +![](../../../../images/eurd-win-group-data-page-numbers.png) + +Accurate page numbering requires that different groups do not appear on the same page. For this reason, you need to set the Group Header's **Page Break** property to **After Band**, or place the **Page Break** control at the band's bottom. + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md new file mode 100644 index 0000000000..f757fa6e94 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md @@ -0,0 +1,35 @@ +--- +title: Sort Data by a Custom Field +author: Anna Gubareva +--- +# Sort Data by a Custom Field + +This tutorial illustrates how to sort a report against a custom criteria, in particular, sort data by the number of characters in the data field value. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. + +2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. + + ![](../../../../images/eurd-win-sort-data-create-calculated-field.png) + +3. Select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. + + ![](../../../../images/eurd-win-sort-data-calculated-field-settings.png) + + +4. In the invoked **Expression Editor**, select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **Len([ProductName])** function to return the number of characters extracted from the **ProductName** data field. + + ![](../../../../images/eurd-win-sort-data-calculated-field-expression.png) + + Click **OK** to close the editor and save the changes. +5. In the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Sort** and select the calculated field from the invoked drop-down menu. + + ![](../../../../images/eurd-win-sort-data-by-calculated-field.png) + + The **Sort Order** drop-down list allows you to define the sort order within the group (ascending or descending). + +6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + + ![](../../../../images/eurd-win-sort-data-by-calculated-field-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md new file mode 100644 index 0000000000..fd8e1de3ca --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md @@ -0,0 +1,42 @@ +--- +title: Sort Data +author: Anna Gubareva +--- +# Sort Data + +## Sort a Report's Data +Do the following to sort data in your report: + +1. Create a new or open an existing data-bound report. + + You cannot apply sorting unless your report is bound to a data source. +2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Sort** and select the required data field in the invoked drop-down menu. + + ![](../../../../images/eurd-win-sort-data-select-field.png) + + > [!Note] + > See the [Sort Data by a Custom Field](sort-data-by-a-custom-field.md) tutorial to learn how to sort a report's data by a custom field. + + This adds a corresponding sort field to the **Sort Fields** collection. You can access this collection by clicking the Detail band's smart tag. + + ![](../../../../images/eurd-win-sort-fields-collection.png) + +3. Back in the **Group and Sort** panel, you can specify the sort order (ascending or descending). + + ![](../../../../images/eurd-win-sort-data-sort-order.png) + +4. When a report has multiple sort fields, you can change their order by clicking **Move Up** or **Move Down**. + + ![](../../../../images/eurd-win-sort-data-move-up-and-down.png) + +6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + + ![](../../../../images/eurd-win-sort-data-result.png) + + +## Interactive Sorting in Print Preview +You can allow sorting report data directly in Print Preview by clicking a designated element. + +![](../../../../images/eurd-win-sort-data-in-print-preview.png) + +See [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for more information. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md new file mode 100644 index 0000000000..1ed22aebad --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md @@ -0,0 +1,28 @@ +--- +title: Sort Groups by a Summary Function's Result +author: Anna Gubareva +--- +# Sort Groups by a Summary Function's Result + +This tutorial explains how to sort groups by a summary function result, in particular, by the number of records groups contain. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. +2. [Group the report](group-data.md) by the required data field, [calculate the record count](../calculate-summaries/calculate-a-summary.md) in each group and construct the required report layout. + + ![](../../../../images/eurd-win-group-by-summary-layout.png) + +3. Click the Group Header band's smart tag, and click the **Sorting Summary** property's ellipsis button. + + In the invoked **Group Sorting Summary Editor**, turn on the **Enabled** option, set the **Field** option to the data field from the Detail band, and set the **Summary function** to **Count**. + + ![](../../../../images/eurd-win-group-by-summary-settings.png) + + In this editor, you can also define the sorting direction for the group, as well as specify whether or not the **Null** values should be ignored. + + Click **OK** to apply the changes and close the dialog. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-group-by-summary-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md new file mode 100644 index 0000000000..3e3ad9396d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md @@ -0,0 +1,30 @@ +--- +title: Conditionally Change a Band's Visibility +owner: Vera Gorbyliova +--- +# Conditionally Change a Band's Visibility + +This topic describes how to change the report band's visibility. + +Set a band's **Visible** property to an expression to conditionally change the band's visibility based on a field's value or a parameter. + +The report created in this tutorial contains two Detail **sub-bands** with different report controls. These sub-bands are used to display discontinued and current products. + +![1](../../../../images/conditionally-change-a-bands-visibility.png) + +The steps below demonstrate how to change a band's visibility based on a field's value. + +1. Select a band and switch to the **Properties** panel. Choose **Expressions** ![](../../../../images/conditionally-change-a-bands-visibility-expression-button.png) and click the **Visible** property's ellipsis button. + + ![](../../../../images/conditionally-change-a-bands-visibility-visible-button.png) + +2. In the invoked **Expression Editor**, specify the expression. + + ![](../../../../images/conditionally-change-a-bands-visibility-first-expression.png) + + Here, the **[Discontinued] == false** expression is set for the **SubBand1** and the **[Discontinued] == true** expression for the **SubBand2**. These expressions specify the **Visible** property based on the **Discontinued** data field's value. + +The **Preview** below displays how changes to band visibility influence the Product List. The **SubBand1** is used to display products that have the **Discontinued** field set to **false**, and the **SubBand2** is used to display discontinued products. + +![](../../../../images/conditionally-change-a-bands-visibility-result.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md new file mode 100644 index 0000000000..d4187b1ff4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md @@ -0,0 +1,43 @@ +--- +title: Conditionally Change a Control's Appearance +author: Anna Gubareva +--- +# Conditionally Change a Control's Appearance + +This document describes how to change a report control's appearance based on a specific condition. + +1. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) and right-click the **Styles** category to create a new visual style. + + ![](../../../../images/eurd-win-shaping-create-new-report-style.png) + +2. Right-click the created style and select **Edit Styles**. + + ![](../../../../images/eurd-win-shaping-edit-report-styles.png) + +3. In the invoked **Styles Editor**, customize the created style's appearance settings. + + ![](../../../../images/eurd-win-shaping-customize-style-settings.png) + +4. Create another style by cloning the existing one. + + ![](../../../../images/eurd-win-shaping-clone-a-style.png) + +5. Customize the new style's appearance settings and close the editor. + + ![](../../../../images/eurd-win-shaping-cloned-style-settings.png) + +6. Back in the Report Explorer, select a report element to which you wish to assign the created styles. + + ![](../../../../images/eurd-win-shaping-select-element-in-report-explorer.png) + +7. Open the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Appearance** tab, click the **Style** property's marker and select **Style Expression** in the context menu. + + ![](../../../../images/eurd-win-shaping-style-name-expression-property.png) + +8. In the invoked **Expression Editor**, specify the required condition for switching between the created styles. + + ![](../../../../images/eurd-win-shaping-style-name-expression.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to view the resulting report. + +![](../../../../images/eurd-win-shaping-change-appearance-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md new file mode 100644 index 0000000000..03b2ef8540 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md @@ -0,0 +1,27 @@ +--- +title: Conditionally Change a Label's Text +author: Anna Gubareva +--- +# Conditionally Change a Label's Text + +This document describes how to display different values in a report control based on a specified logical condition. + +After you [bound your report to data](../../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can make this control display different values based on a specified logical condition: + +1. Invoke the control's smart tag and click its **Expression** property's ellipsis button. + + ![](../../../../images/eurd-win-shaping-label-expression-property-for-custom-text.png) + +2. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). + + ![](../../../../images/eurd-win-shaping-label-expression-for-custom-text.png) + + Use the **Iif** function to define the condition. For example: + + **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])** + + This expression means that if the data field's value is zero, the control's text is set to '**None**'; otherwise, it displays the actual field value. + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can see the report control displaying the assigned values. + +![](../../../../images/eurd-win-shaping-label-custom-text-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md new file mode 100644 index 0000000000..81b9f9286e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md @@ -0,0 +1,29 @@ +--- +title: Conditionally Filter Report Data +author: Anna Gubareva +--- +# Conditionally Filter Report Data + +This document describes how to filter a report's data based on a specific condition. + +1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click the **Parameters** section and add a new report parameter. + + ![](../../../../images/eurd-win-shaping-filter-add-parameter.png) + +2. Specify the parameter's description in Print Preview and set its type to **Number (Integer)**. + + ![](../../../../images/eurd-win-shaping-filter-parameter-settings.png) + +3. Select the report's detail band and switch it to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Navigate to its **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. + + ![](../../../../images/eurd-win-shaping-filter-visible-property.png) + +4. In the invoked **Expression Editor**, specify the required visibility condition. For example: + + ![](../../../../images/eurd-win-shaping-filter-expression.png) + + The expression above enables/disables the **Visible** property depending on whether the field value is below the specified parameter value. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-shaping-filter-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md new file mode 100644 index 0000000000..d4cb390a3b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md @@ -0,0 +1,32 @@ +--- +title: Conditionally Suppress Controls +author: Anna Gubareva +--- +# Conditionally Suppress Controls + +This document describes how to display or hide a report control in a published document based on a specified logical condition. + +1. [Create a new report](../../add-new-reports.md) or open an existing one and prepare the report layout. + + ![](../../../../images/eurd-win-shaping-suppress-initial-layout.png) + +2. Select the required control and switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Open the **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. + + ![](../../../../images/eurd-win-shaping-suppress-visible-property.png) + +3. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). + + ![](../../../../images/eurd-win-shaping-suppress-expression.png) + + Use the **Iif** function to define the required condition. For example: + + **Iif([Discontinued] == False, False, [Discontinued])** + + This expression means that if the data field's value is **False**, the control's **Visible** property is disabled. + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can view the report control's visibility changes according to the assigned condition. + +![](../../../../images/eurd-win-shaping-suppress-result.png) + +> [!Note] +> See [Hide Table Cells](../../use-report-elements/use-tables/hide-table-cells.md) to learn how to conditionally suppress table cells and define the mode for processing them. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md new file mode 100644 index 0000000000..bc8f8efb4c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md @@ -0,0 +1,25 @@ +--- +title: Display Average Values in Charts +author: Margarita Zakhodyaeva +--- +# Display Average Values in Charts + +The following tutorial explains how to bind a chart’s constant line to an expression that calculates the average of all displayed values. + +## Bind a Constant Line to an Expression + +Select the **Chart** control. The “f” button appears next to the selection. Click this button to invoke the Expression Editor: + +![Invoke the Expression Editor](../../../../images/xrcontrol-invoke-the-expression-editor.png) + +In the invoked editor, specify the following expression for the **Axis Value** property and click OK. + +`[CategoriesProducts].Avg([UnitPrice])` + +![Bind a constant line to an expression](../../../../images/specify-expression-in-the-expression-editor.png) + +## See the Result + +Run the application. Constant lines show average product prices in each category. + +![Result](../../../../images/average-price-example.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md new file mode 100644 index 0000000000..a74148d4bc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md @@ -0,0 +1,33 @@ +--- +title: Limit the Number of Records per Page +author: Anna Gubareva +--- +# Limit the Number of Records per Page + +This document describes how to specify the number of data source records displayed on report pages. + +After you [bound your report to data](../../bind-to-data.md) and provided content to the report's [Detail band](../../introduction-to-banded-reports.md), you can limit the number of records each report page displays. This example demonstrates how to pass the required record count as a parameter value. + +1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click the **Parameters** section and add a new report parameter. + + ![](../../../../images/eurd-win-shaping-filter-add-parameter.png) + +2. Specify the parameter's description displayed in Print Preview and set its type to **Number (Integer)**. + + ![](../../../../images/eurd-win-shaping-limit-parameter-settings.png) + +3. Drop a [Page Break](../../use-report-elements/use-basic-report-controls/page-break.md) control onto the report's detail band and switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Open the **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. + + ![](../../../../images/eurd-win-shaping-page-break-visible-property.png) + +4. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). + + ![](../../../../images/eurd-win-shaping-page-break-visible-expression.png) + + For example: + + **([DataSource.CurrentRowIndex] % ?parameter1 == 0) And ([DataSource.CurrentRowIndex] !=0)** + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can specify how many rows each report page should display by entering the corresponding parameter value: + +![](../../../../images/eurd-win-shaping-limit-rows-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md new file mode 100644 index 0000000000..0f5bd3de86 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md @@ -0,0 +1,44 @@ +--- +title: Calculate an Aggregate Function +author: Anna Gubareva +--- +# Calculate an Aggregate Function +This tutorial describes the steps required to create a report with an _aggregate function_. In this example, products that are not discontinued and have a total unit value greater than _$500_ will be displayed. +1. Create a new or open an existing data-bound report. This tutorial starts with the following report layout: + + ![](../../../../images/eurd-win-aggreagate-function-initial-layout.png) + +2. Create a new [calculated field](calculated-fields-overview.md) and set the field name to "AggregateField". + +3. Select the calculated field, switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the **Expression** property's ellipsis button. + + ![](../../../../images/eurd-win-aggreagate-field-expression-property.png) + +4. In the invoked **Expression Editor**, double click the **[CategoriesProducts]** field and choose **Functions** | **Aggregate**. Then, double click the **Count()** function and insert the following text into the empty square brackets: + + _"Not[Discontinued]And[UnitTotal] >= 500"._ + + ![](../../../../images/eurd-win-aggreagate-field-expression.png) + + To construct a valid aggregate expression, use the following format, which consists of four parts. + + _[\][\].\(\)_ + + * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. + * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). + * _\_ - Specifies one of the available aggregate functions. + * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. + + You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. + + For more information, see [Expression Language](../../use-expressions/expression-language.md). + +5. Click **OK** to close the dialog and save the expression. + +6. Add three [Labels](../../use-report-elements/use-basic-report-controls/label.md) to the [Detail Band](../../introduction-to-banded-reports.md) and customize their content as shown in the following image: + + ![](../../../../images/eurd-win-aggreagate-function-complete-layout.png) + +The report is now ready. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-aggreagate-function-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md new file mode 100644 index 0000000000..a04de7a919 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md @@ -0,0 +1,74 @@ +--- +title: Calculated Fields Overview +author: Anna Gubareva +--- +# Calculated Fields Overview + +Calculated fields allow you to pre-process a report's input data, based on a certain expression. So, using calculated fields allows you to apply complex expressions to one or more data fields that are obtained from your report's underlying data source. Moreover, you can both [group](../../shape-report-data/group-and-sort-data/group-data.md) and [sort](../../shape-report-data/group-and-sort-data/sort-data.md) your report data based on a calculated field's value. + +## Calculated Fields Overview + +To create a calculated field, switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. + +![](../../../../images/eurd-win-add-calculated-field.png) + + Right-click the calculated field in the **Field List** and select **Edit Expression**. Alternatively, you can select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. + +![](../../../../images/eurd-win-calculated-field-eidt-expression.png) + +In the invoked **Expression Editor**, construct the required expression. You can use data fields, [report parameters](../../use-report-parameters.md), predefined constants as well as various date-time, logical, math and string functions. See the next document section for more information about expression syntax. + +![](../../../../images/eurd-win-calculated-field-expression.png) + +> [!NOTE] +> The Expression Editor displays only those data fields that are obtained from a data source specified by the calculated field's **Data Source** and **Data Member** property values. + +The report's **Calculated Fields** property provides access to the calculated field collection. + +![](../../../../images/eurd-win-calculated-field-collection-editor.png) + +You can click the **Add Calculated Field** button in the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Home** tab to invoke the **Calculated Field Collection Editor**. + +![](../../../../images/eurd-win-calculated-field-add-via-toolbar.png) + +You can drag the calculated field from the **Field List** onto the required band like an ordinary data field. + +![](../../../../images/eurd-win-calculated-field-drop-onto-band.png) + +You can also group and sort your report data based on the calculated field values. + +## Expression Syntax +A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using a question mark before their names. + +A calculated field's expression can evaluate the values of other calculated fields if you make sure to avoid circular references. + +Date-time constants must be wrapped in hashtags (**#**) (e.g., **[OrderDate] >= #1/1/2009#**). To represent a null reference (one that does not refer to any object), use a question mark (e.g., **[Region] != ?**). To denote strings, use apostrophes (**'**), otherwise an error will occur. + +To embed an apostrophe into an expression's text, it should be preceded by another apostrophe (e.g., **'It''s sample text'**). + +The type of a value returned by a calculated field is defined by its **Field Type** property. + +If a calculated field expression involves the use of different types, it is necessary to convert them to the same type (e.g., **Max(ToDecimal([Quantity]),[UnitPrice])**) + +Although a value that is returned by a calculated field is usually converted to a string (to be displayed in a text-aware report control), it can return a value of any kind. For example, if a database field contains an image, you can set a calculated field's expression to "=...", after which this calculated field can be bound to the [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md) control. + +To construct a valid aggregate expression, use the following format, which consists of four parts. + +_[\][\].\(\)_ + +* _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. +* _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). +* _\_ - Specifies one of the available aggregate functions. +* _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. + +You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. + +For more information, see [Expression Language](../../use-expressions/expression-language.md). + +## Examples +The following tutorials demonstrate the use of calculated fields in various environments: + +* [Calculate an Aggregate Function](calculate-an-aggregate-function.md) +* [Calculate a Weighted Average Function](../calculate-summaries/calculate-a-weighted-average.md) +* [Sort Data by a Custom Field](../../shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md) +* [Group Data by a Custom Field](../../shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md new file mode 100644 index 0000000000..386900eacc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md @@ -0,0 +1,35 @@ +--- +title: Data Binding Modes +author: Anna Gubareva +--- +# Data Binding Modes + +The Report Designer works in one of the following data binding modes: + +* **Expressions** is the default binding mode. + + This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](expression-language.md#functions). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). + + Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. + + ![Property Marker](../../../images/eurd-win-binding-modes-property-marker.png) + + The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. + + ![Expression Editor](../../../images/eurd-win-binding-modes-expression-editor.png) + +* **Expressions Advanced** is the advanced Expression mode. + + This mode enables you to specify an expression that is evaluated within a control's specific event. + + ![property-grid-expression-advanced-tab](../../../images/eurd-win-binding-modes-expressions-advanced.png) + + The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](expression-language.md) section. + + In the **BeforePrint** event, you can use data fields from all queries in the data source. + + ![Expression Editor for the BeforePrint event](../../../images/eurd-win-binding-modes-data-fields.png) + + In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](expression-language.md) section. + + ![Expression Editor for the PrintOnPage event](../../../images/eurd-win-binding-modes-event-arguments.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expression-language.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expression-language.md new file mode 100644 index 0000000000..650ce292d9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expression-language.md @@ -0,0 +1,371 @@ +--- +title: Expression Language +owner: Mary Sammal +--- +# Expression Language + +This section describes the report-specific expression syntax. + +## Expression Syntax + +An expression is a text string that specifies what data to take and how to process it to obtain a value. For instance, the following expression returns an integer value of `5`: + +` +3 + 2 +` + +An expression string can consist of multiple lines that include constants, operators, function calls, fields or parameters, report items, and comments: + +``` +/* +This expression is set for the Visible property of a control +to show/hide the control based on the ShowTotalAmount parameter value. +*/ + +Iif ( + ?ShowTotalAmount == True, + True, + False + ) +``` + +## Constants + +* String constants + Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. + ``` + [Country] == 'France' + [Name] == 'O''Neil' + ``` + +* Date-time constants + Wrap date-time constants in '#'. + ``` + [OrderDate] >= #2018-03-22 13:18:51.94944# + ``` + +* True + The Boolean True value. + ``` + [InStock] == True + ``` + +* False + The Boolean False value. + ``` + [InStock] == False + ``` + +* Enumeration + Specify an enumeration value by its underlying integer value. + ``` + [Status] == 1 + ``` + +* Guid + Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. + ``` + [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} + ``` + +* Numeric + Specify numeric constant types in a string form by suffixes: + * Int32 (int) - _1_ + * Int16 (short) - _1s_ + * Byte (byte) - _1b_ + * Double (double) - _1.0_ + * Single (float) - _1.0f_ + * Decimal (decimal) - _1.0m_ + + | Value | Suffix | Example | + | --- | --- | --- | + | 32-bit integer | No suffix | [CategoryID] == _1_ | + | 16-bit integer | s | [CategoryID] == _1s_ | + | Byte | b | [CategoryID] == _1b_ | + | Double-precision floating-point number | No suffix | [Length] == _1.0_ | + | Single-precision floating-point number | f | [Length] == _1.0f_ | + | Decimal floating-point number | m | [Price] == _25.0m_ | + +* ? + A null reference that does not refer to any object. + We recommend that you use the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead of **?**. + ``` + [Region] != ? + ``` + +## Operators + +* \+ + Adds the value of one numeric expression to another or concatenates two strings. + ``` + [UnitPrice] + 4 + [FirstName] + ' ' + [LastName] + ``` + +* \- + Finds the difference between two operands. + ``` + [Price1] - [Price2] + ``` + +* \* + Multiplies the value of two operands. + ``` + [Quantity] * [UnitPrice] + ``` + +* / + Divides the first operand by the second. + ``` + [Quantity] / 2 + ``` + +* % + Divides one numeric operand by the other and returns the remainder (modulus). + ``` + [Quantity] % 3 + ``` + +* | + Performs a bitwise inclusive OR operation on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. + ``` + [Number] | [Number] + ``` + +* & + The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If the two bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. + ``` + [Number] & 10 + ``` + +* ^ + Performs a bitwise exclusive OR operation on two numeric expressions. + ``` + [Number] ^ [Number] + ``` + +* == + Returns **True** if both operands are equal; otherwise, it returns **False**. + ``` + [Quantity] == 10 + ``` + +* != + Returns **True** if the operands are not equal; otherwise, it returns **False**. + ``` + [Country] != 'France' + ``` + +* < + Less than operator. Used to compare expressions. + ``` + [UnitPrice] < 20 + ``` + +* <= + Less than or equal to operator. Used to compare expressions. + ``` + [UnitPrice] <= 20 + ``` + +* >= + Greater than or equal to operator. Used to compare expressions. + ``` + [UnitPrice] >= 30 + ``` + +* > + Greater than operator. Used to compare expressions. + ``` + [UnitPrice] > 30 + ``` + +* In (,,,) + Tests for the existence of a property in an object. + ``` + [Country] In ('USA', 'UK', 'Italy') + ``` + +* Between (,) + Specifies a range to test. Returns **True** if a value is greater than or equal to the first operand and less than or equal to the second operand. + ``` + [Quantity] Between (10, 20) + ``` + +* And (&&) + Performs a logical conjunction on two Boolean expressions. + ``` + [InStock] And ([ExtendedPrice]> 100) + [InStock] && ([ExtendedPrice]> 100) + ``` + +* Or (||) + Performs a logical disjunction on two Boolean expressions. + ``` + [Country]=='USA' Or [Country]=='UK' + [Country]=='USA' \|| [Country]=='UK' + ``` + +* ~ + Performs a bitwise negation on a numeric expression. + ``` + ~[Roles] = 251 + ``` + +* Not (!) + Performs a logical negation on a Boolean expression. + ``` + Not [InStock] + ![InStock] + ``` + +* + + Returns a numeric expression's value (a unary operator). + ``` + +[Value] = 10 + ``` + +* - + Returns the negative of a numeric expression's value (a unary operator). + ``` + -[Value] = 20 + ``` + +* Is Null + Returns **True** if an expression is a null reference (one that does not refer to any object). + ``` + [Region] is null + ``` + +## Operator Precedence + +When an expression contains multiple operators, these operators are evaluated in the following sequence: + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* The '.' relationship qualifier (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* Unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +Group elements with parentheses to change operator precedence. For instance, operators are applied in the default order in the following expression: + +`Accounts[Amount == 2 + 48 * 2]` + +In the next expression, the addition operation is applied first, because its associated elements are grouped with parentheses, and the multiplication operation is applied last. + +`Accounts[Amount == (2 + 48) * 2]` + +## Functions + +The expression language includes a set of functions that extend an expression's capabilities: + +* Logical functions +* Date and time functions +* Math functions +* String functions +* Functions for expression bindings and calculated fields +* Functions for stored procedures +* Functions for the Summary Expression Editor + +You can also implement custom functions. + +See the following topic for a complete list of functions that are available in expressions: [Functions in Expressions](functions-in-expressions.md). + +## Case Sensitivity + +Operators are case-insensitive. Case sensitivity of values can depend on the data source. For instance, SQL Server Express 2005 is configured as case-insensitive. In this case, the following [filter expression](../shape-report-data/filter-data/filter-data-at-the-report-level.md) always evaluates to **True**: + +`Lower(Name) == Upper(Name)` + +## Escape Keywords + +You can mark a keyword-like field name with the **@** escape character. In the expression below, the **CriteriaOperator.Parse** method interprets `@Or` as a field named **Or**, not the logical operator OR. + +`@Or = 'value'` + +## Escape Characters + +Use a backslash (`\`) as an escape character for characters in an expression, as shown below: + +`\[` + +`\\` + +`\'` + +Use an apostrophe (`'`) as an escape character for string literals: + +`'A parameter''s value is:' + ?parameter1` + +## Data Fields and Calculated Fields + +Enclose a data field or calculated field's name in square brackets (```[``` and ```]```): + +``` +/* +This expression is set for a control's Text property +to bind the control to the UnitPrice data field. +*/ +[UnitPrice] +``` + +Ensure that the field with the specified name exists in the report's data source and data member. + +You can refer to data fields from a data member that is not specified as the report's data member (only the first record is returned): + +``` +/* +This expression is set for a control's Text property +to bind the control to the UnitPrice data field from the Products data member +(the report is not bound to Products). +*/ +[Products].[UnitPrice] +``` + +## Report Parameters + +Use the following syntax to insert [report parameters](../use-report-parameters.md) in an expression: + +- Type a question mark before a parameter's name. + + `?parameter1` + +- (*Obsolete*) Use the "Parameters." prefix in front of a report parameter's name. + + `[Parameters.parameter1]` + +## Enumerations + +Do one of the following to assign an enumeration value to a property: + +- Specify an enumeration value by its underlying integer value. + + `[Borders] = 1` + +- The **Expression Editor** can help you specify a string value for built-in enumerations: + + ![Enumeration in Expression Editor](../../../images/eurd-win-enumerations-in-expression-editor.png) + +## Comments + +The expression language supports comments. For example: + +``` +/* +This is a comment within an expression. +*/ +``` + +Comments start with the ```/*``` sequence and end at the matching ```*/``` sequence. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md new file mode 100644 index 0000000000..5a5a386460 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md @@ -0,0 +1,90 @@ +--- +title: Expressions Overview +owner: Sergey Andreev +--- +# Expressions Overview + +Use expressions to accomplish the following tasks: +* [Retrieve data](../use-report-elements/bind-controls-to-data.md) +* [Format data values](../shape-report-data/format-data.md) +* [Create calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md) +* [Calculate summaries](../shape-report-data/calculate-summaries.md) +* [Specify conditions for report elements](../shape-report-data/specify-conditions-for-report-elements.md) +* [Specify conditions for data source queries](../bind-to-data/specify-query-parameters.md) + +## How to Specify an Expression + +In the Report Designer, properties that support expressions have an ellipsis button in the value editor. Click this button to invoke the [Expression Editor](#expression-editor). + +![The Ellipsis Button](../../../images/eurd-win-expressions-ellipsis.png) + +As an alternative, you can use the [Properties](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) window to set expressions that specify property values. Click the `f` button to specify an expression in the invoked Expression Editor. + +![Properties Window - f Buttons](../../../images/eurd-win-properties-window-f-buttons.png) + +In **Expressions Advanced** mode, the Report Designer allows you to specify expressions that are evaluated within specific events: + +* The **BeforePrint** event where you can use data fields from all queries in the data source. +* The **PrintOnPage** event fetches the number of pages in the report and the current page. You can use these variables to specify conditions for report items. + +See the following topic for more information: [Data Binding Modes](data-binding-modes.md). + +## Expression Editor + +The Report Designer's Expression Editor has a graphical interface that allows you to create and edit expressions. + +![Expression Editor](../../../images/eurd-win-expression-editor.png) + +Use one of the following ways to invoke the Expression Editor: + +* Select a report, band, or control. The `f` button appears next to the selection. Click this button to invoke the Expression Editor. + + ![The f Button Near the Control](../../../images/eurd-win-smarttag-f-button.png) + +* In the **Properties** window, if an expression can be set for a property, the `f` button appears near the value editor. Click this button to invoke the Expression Editor. + + ![Properties Window - f Buttons](../../../images/eurd-win-properties-window-f-buttons.png) + + The `f` button changes its color to blue to indicate that an expression is set for a property. + + ![The f Button Indicates that an Expression is Set](../../../images/eurd-win-properties-window-f-button-blue.png) + +The Editor lists all properties for which you can specify an expression. + +![Properties List in the Expression Editor](../../../images/eurd-win-expression-editor-properties-list.png) + +Click a property to specify an expression. + +An `f` icon appears next to a property where an expression is set. Additionally, an asterisk (`*`) appears if an expression is modified. + +![The Text Expression Is Modified](../../../images/eurd-win-expression-editor-properties-list-modified-expression.png) + +The Editor highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). + +![Intellisense in the Expression Editor](../../../images/eurd-win-expression-editor-intellisense.png) + +The Expression Editor displays all the errors it finds in the specified expression. + +![Expressions_ExpressionEditor_ErrorValidation](../../../images/eurd-win-expression-editor-syntax-error.png) + +The Editor lists a tree with language elements and items that you can use in an expression. + +![Items to Use in Expressions](../../../images/eurd-win-expression-editor-expression-items.png) + +## FilterString Editor + +You can use the Report Designer's **FilterString Editor** to specify the **FilterString** property of a report, [Cross Tab](../use-report-elements/use-cross-tabs.md), or [Chart Series](../use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md). + +The **FilterString Editor**'s visual interface allows you to use an unlimited number of conditions and combine them with logical operators to create filter criteria. You can also switch to Text mode and type a filter string. + +![FilterString Editor](../../../images/eurd-win-filterstring-editor.png) + +The **FilterString Editor** highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). + +![Syntax Highlight](../../../images/eurd-win-filterstring-editor-intellisense.png) + +## Expression Syntax + +An expression can include field names, constants, operators, functions, data fields, and parameters. + +See the following topic for more information: [Expression Language](expression-language.md). diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md new file mode 100644 index 0000000000..c9de59cf5f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md @@ -0,0 +1,498 @@ +--- +title: 'Functions in Expressions' +owner: Sergey Andreev +--- +# Functions in Expressions + +This topic lists the functions that you can use in an [expression](expressions-overview.md). + +## Aggregate Functions + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Evaluates the average of the values in the collection. | [Products].Avg([UnitPrice]) | +| Count() | Returns the number of objects in a collection. | [Products].Count() | +| Exists() | Determines whether the object exists in the collection. | [Categories][[CategoryID] == 7].Exists() | +| Join() | Concatenates all Expression values in the _Collection_ based on the specified _Condition_ (optional) into a single string separated by the specified _Separator_ (optional). If you do not specify a _Separator_, the function uses a comma.
The function has the following overloads:
`[Collection][Condition].Join(Expression)`
`[Collection][Condition].Join(Expression, Separator)`| The following expression concatenates _CompanyName_ field values within a report grouped by the _CategoryID_ field into a single string separated by a semicolon:
`[][[CategoryID] == [^.CategoryID]].Join([CompanyName], ';')`| +| Max(Value) | Returns the maximum expression value in a collection. | [Products].Max([UnitPrice]) | +| Min(Value) | Returns the minimum expression value in a collection. | [Products].Min([UnitPrice]) | +| Single() | Returns an object if it is the only element in a collection. | [Accounts].Single() is not null | +| Single(Expression) | You can pass an expression as a parameter: *[Collection][Condition].Single(Expression)*. This function returns the _Expression_ if the _Collection_ contains only one object that meets the specified _Condition_ (optional). | [Collection].Single([Property1]) - returns the found object's property value.| +| Sum(Value) | Returns the sum of all expression values in the collection. | [Products].Sum([UnitsInStock]) | + +## Date and Time Functions + +## Date and Time Functions + +| Function | Description | Example | +|---|---|---| +| IsThisWeek(Date) | Returns `True` if the specified date falls within the current week.| _Example_: `IsThisWeek([OrderDate])` | +|IsThisMonth(Date) | Returns `True` if the specified date falls within the current month.
To create the **IsThisMonth** operator using the `Parse` method, use the following syntax: **CriteriaOperator.Parse(“IsThisMonth(StartDate)”)**. | _Example_: `IsThisMonth([OrderDate])` | +|IsThisYear(Date) | Returns `True` if the specified date falls within the current year. | _Example_: `IsThisYear([OrderDate])` | +|LocalDateTimeLastMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is one month before the current date, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeLastMonth(), 5)` | +|LocalDateTimeLastYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the previous year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeLastYear(), 5)` | +|LocalDateTimeTwoMonthsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the month after the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeTwoMonthAway(), 5)` | +|LocalDateTimeTwoYearsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the year after the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeTwoYearsAway(), 5)` | +|LocalDateTimeYearBeforeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the date one year ago, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeYearBeforeToday(), 5)` | +|InDateRange(Date, FromDate, ToDate) | Returns `True` if the date part of the first operand is greater than or equal to the date part of the second operand and less than or equal to the date part of the third operand. Otherwise, returns `False`. If operands cannot be compared, returns `null`. | _Example_: `InDateRange([OrderDate], #2022-01-01 00:00:00#, #2022-12-31 23:59:59#)` | +|IsJanuary(Date) | Returns True if the specified date falls within January. | _Example_: `IsJanuary([OrderDate])` | +|IsFebruary(Date) | Returns True if the specified date falls within February. | _Example_: `IsFebruary([OrderDate])` | +|IsMarch(Date) | Returns True if the specified date falls within March. | _Example_: `IsMarch([OrderDate])` | +|IsApril(Date) | Returns True if the specified date falls within April. | _Example_: `IsApril([OrderDate])` | +|IsMay(Date) | Returns True if the specified date falls within May. | _Example_: `IsMay([OrderDate])` | +|IsJune(Date) | Returns True if the specified date falls within June. | _Example_: `IsJune([OrderDate])` | +|IsJuly(Date) | Returns True if the specified date falls within July. | _Example_: `IsJuly([OrderDate])` | +|IsAugust(Date) | Returns True if the specified date falls within August. | _Example_: `IsAugust([OrderDate])` | +|IsSeptember(Date) | Returns True if the specified date falls within September. | _Example_: `IsSeptember([OrderDate])` | +|IsOctober(Date) | Returns True if the specified date falls within October. | _Example_: `IsOctober([OrderDate])` | +|IsNovember(Date) | Returns True if the specified date falls within November. | _Example_: `IsNovember([OrderDate])` | +|IsDecember(Date) | Returns True if the specified date falls within December. | _Example_: `IsDecember([OrderDate])` | +|IsLastMonth(Date) | Returns True if the specified date falls within the previous month. | _Example_: `IsLastMonth([OrderDate])` | +|IsLastYear(Date) | Returns True if the specified date falls within the previous year. | _Example_: `IsLastYear([OrderDate])` | +|IsNextMonth(Date) | Returns True if the specified date falls within the next month. | _Example_: `IsNextMonth([OrderDate])` | +|IsNextYear(Date) | Returns True if the specified date falls within the next year. | _Example_: `IsNextYear([OrderDate])` | +|IsYearToDate(Date) | Returns `True` if the specified date falls within the period that starts from the first day of the current year and continues until the current date (including the current date). | _Example_: `IsYearToDate([OrderDate])` | +|IsSameDay(\[Date1\], \[Date2\]) | Returns `True` if the specified date/time value falls within the same day. | _Example_: `IsSameDay([OrderDate], [ShippedDate])` | +|LocalDateTimeDayAfterTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is two days after the current date, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeDayAfterTomorrow(), 5)` | +|LocalDateTimeLastWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days before the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeLastWeek(), 5)` | +|LocalDateTimeNextMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeNextMonth(), 5)` | +|LocalDateTimeNextWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days after the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeNextWeek(), 5)` | +|LocalDateTimeNextYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that corresponds to the first day of the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeNextYear(), 5)` | +|LocalDateTimeNow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current moment in time. | _Example_: `AddDays(LocalDateTimeNow(), 5)` | +|LocalDateTimeThisMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeThisMonth(), 5)` | +|LocalDateTimeThisWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeThisWeek(), 5)` | +|LocalDateTimeThisYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeThisYear(), 5)` | +|LocalDateTimeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the start of the current day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeToday(), 5)` | +|LocalDateTimeTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the next day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTomorrow(), 5)` | +|LocalDateTimeTwoWeeksAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the week after the next week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTwoWeeksAway(), 5)` | +|LocalDateTimeYesterday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the previous day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeYesterday(), 5)` | +|AddTicks(DateTime, AddTicks) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the specified number of ticks before or after a specified start date. | _Example_: `AddTicks([OrderDate], 500000)` | +|AddMilliSeconds(Time, MilliSecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of milliseconds before or after a specified start date/time.| _Example_: `AddMilliSeconds([StartTime], 200)` | +|AddSeconds(Time, SecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of seconds before or after a specified start date/time. | _Example_: `AddSeconds([StartTime], 120)` | +|AddMinutes(Time, MinutesCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of minutes before or after a specified start date/time. | _Example_: `AddMinutes([StartTime], 30)` | +|AddHours(Time, HoursCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of hours before or after a specified start date/time. | _Example_: `AddHours([StartTime], 5)` | +|AddDays(Date, DaysCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of days before or after a specified start date. | _Example_: `AddDays([OrderDate], 10)` | +|AddMonths(Date, MonthsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of months before or after a specified start date.| _Example_: `AddMonths([OrderDate], 3)` | +|AddYears(Date, YearsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of years before or after a specified start date. | _Example_: `AddYears([OrderDate], 2)` | +|AddTimeSpan(DateTime, TimeSpan) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that differs by a specified amount of time from a specified date. | _Example_: `AddTimeSpan([OrderDate], [Duration])` | +|DateDiffDay(StartDate, EndDate) | Returns the number of day boundaries between the specified dates. | _Example_: `DateDiffDay([OrderDate], Now())` | +|DateDiffMonth(StartDate, EndDate) | Returns the number of month boundaries between the specified dates. | _Example_: `DateDiffMonth([OrderDate], Now())` | +|DateDiffYear(StartDate, EndDate) | Returns the number of year boundaries between the specified dates. | _Example_: `DateDiffYear([OrderDate], Now())` | +|DateDiffMilliSecond(StartTime, EndTime) | Returns the number of millisecond boundaries between the specified dates/times. | _Example_: `DateDiffMilliSecond([StartTime], Now())` | +|DateDiffMinute(StartTime, EndTime) | Returns the number of minute boundaries between the specified dates/times.| _Example_: `DateDiffMinute([StartTime], Now())` | +|DateDiffSecond(StartTime, EndTime) | Returns the number of second boundaries between the specified dates/times.| _Example_: `DateDiffSecond([StartTime], Now())` | +|DateDiffHour(StartTime, EndTime) | Returns the number of hour boundaries between the specified dates/times. | _Example_: `DateDiffHour([StartTime], Now())` | +|DateDiffTick(StartDate, EndDate) | Returns the number of tick boundaries between the specified dates. | _Example_: `DateDiffTick([OrderDate], Now())` | +|GetDate(Date) | Returns the date part of the specified date.| _Example_: `GetDate([OrderDate])` | +|GetYear(Date) | Gets the year in the specified date. | _Example_: `GetYear([OrderDate])` | +|GetMonth(Date) | Gets the month in the specified date. | _Example_: `GetMonth([OrderDate])` | +|GetDay(Date) | Gets the day of the month in the specified date. | _Example_: `GetDay([OrderDate])` | +|GetDayOfYear(Date) | Gets the day of the year in the specified date. | _Example_: `GetDayOfYear([OrderDate])` | +|GetDayOfWeek(Date) | Gets the day of the week in the specified date. | _Example_: `GetDayOfWeek([OrderDate])` | +|GetHour(Time) | Returns the hours value in the specified date/time. | _Example_: `GetHour([StartTime])` | +|GetMinute(Time) | Returns the minutes value in the specified date/time. | _Example_: `GetMinute([StartTime])` | +|GetSecond(Time) | Returns the seconds value in the specified date/time.| _Example_: `GetSecond([StartTime])` | +|GetMilliSecond(Time) | Returns the milliseconds value in the specified date/time. | _Example_: `GetMilliSecond([StartTime])` | +|GetTimeOfDay(DateTime) | Gets the time part of the specified date. | _Example_: `GetTimeOfDay([OrderDate])` | +|Now() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date and time. | _Example_: `AddDays(Now(), 7)` | +|Today() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date. The time part is set to 00:00:00. | _Example_: `AddDays(Today(), 3)` | +|UtcNow() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) object that is the current date and time in Universal Coordinated Time (UTC). | _Example_: `AddDays(UtcNow(), 7)` | +|DateTimeFromParts(Year, Month, Day) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day])` | +|DateTimeFromParts(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour])` | +|DateTimeFromParts(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute])` | +|DateTimeFromParts(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute], [Second])` | +|DateOnlyFromParts(Year, Month, Day) | Returns a [DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value constructed from the specified Year, Month, and Day.| _Example_: `DateOnlyFromParts([Year], [Month], [Day])` | +|TimeOnlyFromParts(Hour, Minute) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute])` | +|TimeOnlyFromParts(Hour, Minute, Second) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second])` | +|TimeOnlyFromParts(Hour, Minute, Second, Millisecond) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second], [Millisecond])` | +|AfterMidday(Time) | Returns `True` if the specified time is after 12:00 PM. | _Example_: `AfterMidday([StartTime])` | +|BeforeMidday(Time) | Returns `True` if the specified time is before 12:00 PM. | _Example_: `BeforeMidday([StartTime])` | +|IsAfternoon(Time) | Returns `True` if the specified time falls between 12:00 PM and 6:00 PM. | _Example_: `IsAfternoon([StartTime])` | +|IsEvening(Time) | Returns `True` if the specified time falls between 6:00 PM and 9:00 PM. | _Example_: `IsEvening([StartTime])` | +|IsFreeTime(Time) | Returns `True` if the specified time falls within free time. | _Example_: `IsFreeTime([StartTime])` | +|IsLastHour(Time) | Returns `True` if the specified time falls within the last hour. | _Example_: `IsLastHour([StartTime])` | +|IsLunchTime(Time) | Returns `True` if the specified time falls within the lunch time. | _Example_: `IsLunchTime([StartTime])` | +|IsMorning(Time) | Returns `True` if the specified time falls within between 6:00 AM and 12:00 PM. | _Example_: `IsMorning([StartTime])` | +|IsNextHour(Time) | Returns `True` if the specified time falls within the next hour. | _Example_: `IsNextHour([StartTime])` | +|IsNight(Time) | Returns `True` if the specified time falls between 9:00 PM and 9:00 AM. | _Example_: `IsNight([StartTime])` | +|IsSameHour(Time) | Returns `True` if the specified time falls within the same hour. | _Example_: `IsSameHour([StartTime])` | +|IsSameTime(Time) | Returns `True` if the specified time falls within the same time of day (hour and minute). | _Example_: `IsSameTime([StartTime])` | +|IsThisHour(Time) | Returns `True` if the specified time falls within the hour. | _Example_: `IsThisHour([StartTime])` | +|IsWorkTime(Time) | Returns `True` if the specified time falls within work time. | _Example_: `IsWorkTime([StartTime])` | + +## Logical Functions + +* Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) + Returns one of several specified values depending upon the values of logical expressions. + + The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + + - Each odd argument specifies a logical expression. + + - Each even argument specifies the value that is returned if the previous expression evaluates to **True**. + + - **...** + + - The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **False**. + ``` + Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 4)") + ``` + +* IsNull(Value) + Returns True if the specified Value is NULL. + ``` + IsNull([OrderDate]) + ``` + +* IsNull(Value1, Value2) + Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. + ``` + IsNull([ShipDate], [RequiredDate]) + ``` + +* IsNullOrEmpty(String) + Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. + ``` + IsNullOrEmpty([ProductName]) + ``` + +## Math Functions + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +## Reporting Functions + +* Argb(Alpha, Red, Green, Blue) + Returns a string defining a color using the Alpha, Red, Green, and Blue color channel values. + ``` + Argb(1,200, 30, 200) + /* Result: '1,200,30,200'*/ + ``` + +* GetDisplayText(?parameterName) + Returns a Display Text for a parameter's lookup value. + + For **non-lookup parameters**, this function returns a value converted to string. + ``` + /* ?employeeParameter stores static or dynamic predefined values + where EmployeeID is a parameter value + and EmployeeName is a display text. */ + GetDisplayText(?employeeParameter) + ``` + +* Rgb(Red, Green, Blue) + Returns a string defining a color using the Red, Green, and Blue color channel values. + ``` + Rgb(30,200,150) + /* Result: '30,200,150' */ + ``` + +* CurrentRowIndexInGroup() + + Returns the current row's index within the group. + + The following expression adds row indexes in the group: + + ```CurrentRowIndexInGroup(0) + 1``` + +* GroupIndex(level) + + Locates the parent group row at the specified nesting level and returns that row's index. + + The following expression displays indexes of root-level groups: + + ```GroupIndex(1) + 1``` + +* NextRowColumnValue(columnName) + + Obtains the next row and returns the value from the specified column. + +* PrevRowColumnValue(columnName) + + Obtains the previous row and returns the value from the specified column. + +## String Functions + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned. | Contains([ProductName], 'dairy') | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string�s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string�s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String1, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + +## Functions for Expression Bindings and Calculated Fields + +Below is a list of functions that are used to construct [expression bindings](data-binding-modes.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md): + +* NewLine() + Returns the newline string defined for the current environment. + ``` + [CategoryName]+NewLine()+[Description] + /* + Result: + Beverages + Soft drinks, coffees, teas, beers and ales. + /* + ``` + +* FormatString(Format, Value1, ... , ValueN) + Returns the specified string with formatted field values. + See the following topic for details: [Format Data](../shape-report-data/format-data.md). + ``` + FormatString('{0:$0.00}', [UnitPrice]) + /* + Result: $45.60 + */ + ``` + +* Rgb(Red, Green, Blue) + Returns a string defining a color using the Red, Green, and Blue color channel values. + ``` + Rgb(30,200,150) + /* + Result: '30,200,150' + */ + ``` + +* Join() + Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function is useful when you [bind a multi-value parameter to a label](../use-report-parameters/create-a-report-parameter.md) to display the parameter's values in a report. + + This function has two overloads: + + * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. + * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. + ``` + Join(?CategoriesParameter) + /* + Result: Beverages, Condiments + */ + Join(?CategoriesParameter, newline()) + /* + Result: + Beverages + Condiments + */ + +## Functions for Stored Procedures + +The following functions are used to [bind a report to a stored procedure](../bind-to-data/bind-a-report-to-a-stored-procedure.md): + +* Join() + Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function can be used when mapping multi-value report parameters to query parameters generated from a stored procedure's parameters. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). + + This function has two overloads: + + * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. + * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. + ``` + Join(?Parameter1) + ``` + +* CreateTable(Column1, ..., ColumnN) + Creates a table from several multi-value parameters' values. This function can be used when mapping multi-value report parameters to the query parameter that is generated from a stored procedure's [User Defined Table Type](https://docs.microsoft.com/en-us/sql/relational-databases/tables/use-table-valued-parameters-database-engine) parameter. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). + ``` + CreateTable(?Parameter1, ..., ?ParameterN) + ``` + +## Functions for Summary Expression Editor + +Use the following functions when you [calculate a summary](../shape-report-data/calculate-summaries.md) across a report and its groups: + +* sumAvg(Expression) + Calculates the average of all values within the specified summary region (group, page, or report). + ``` + sumAvg([UnitPrice]) + ``` + +* sumCarryoverSum(Expression) + + Calculates the carried forward and brought forward totals. + + ``` + sumCarryoverSum([Amount]) + ``` + + +* sumCount(Expression) + Counts the number of values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. + + When using this function in a [master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md)'s master band and passing a detail field as a parameter, the function counts the number of records within the detail band. + + See also: + * [Count the Number of Records in a Report or Group](../shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md) + * [Count the Number of Groups in a Report](../shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md) + ``` + sumCount([UnitPrice]) + ``` + +* sumDAvg(Expression) + Calculates the average of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDAvg([UnitPrice]) + ``` + +* sumDCount(Expression) + Counts the number of **distinct** values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. + ``` + sumDCount([UnitPrice]) + ``` + +* sumDStdDev(Expression) + Calculates the standard deviation of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDStdDev([UnitPrice]) + ``` + +* sumDStdDevP(Expression) + Calculates the standard population deviation of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDStdDevP([UnitPrice]) + ``` + +* sumDSum(Expression) + Calculates the total of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDSum([UnitPrice]) + ``` + +* sumDVar(Expression) + Calculates the amount of variance for all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDVar([UnitPrice]) + ``` + +* sumDVarP(Expression) + Calculates the population variance of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDVarP([UnitPrice]) + ``` + +* sumMax(Expression) + Calculates the maximum of all values within the specified summary region (group, page, or report). + ``` + sumMax([UnitPrice]) + ``` + +* sumMedian(Expression) + Finds the middle number within a sequence. + + If the total number of elements is odd, this function returns the value of the middle number in a sequence. If the total number of elements is even, this function returns the arithmetical mean of the two middle numbers. + ``` + sumMedian([UnitPrice]) + ``` + +* sumMin(Expression) + Calculates the minimum of all values within the specified summary region (group, page, or report). + ``` + sumMin([UnitPrice]) + ``` + +* sumPercentage(Expression) + Calculates the percent ratio of the current data row's value to the total of all the values within the specified summary region (group, page, or report). + ``` + sumPercentage([UnitPrice]) + ``` + +* sumRecordNumber(Expression) + Returns the current record number in the specified summary region (group, page, or report). This means, for instance, if the summary is calculated for a group, then the record number is calculated only within that group, and is reset every time a new group is started. + + In a simple scenario, you may not pass a parameter. + + See also: [Display Row Numbers on a Report, Group, or Page](../shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md) + ``` + sumRecordNumber() + ``` + +* sumRunningSum(Expression) + Calculates the sum of all previous values displayed before the current data row with the current data row value. + ``` + sumRunningSum([UnitPrice]) + ``` + +* sumStdDev(Expression) + Calculates the standard deviation of all values within the specified summary region (group, page, or report). + ``` + sumStdDev([UnitPrice]) + ``` + +* sumStdDevP(Expression) + Calculates the standard population deviation of all values within the specified summary region (group, page, or report). + ``` + sumStdDevP([UnitPrice]) + ``` + +* sumSum(Expression) + Calculates the total of all values within the specified summary region (group, page, or report). + ``` + sumSum([UnitsInStock]) + ``` + +* sumVar(Expression) + Calculates the amount of variance for all values within the specified summary region (group, page, or report). + ``` + sumVar([UnitPrice]) + ``` + +* sumVarP(Expression) + Calculates the population variance of all values within the specified summary region (group, page, or report). + ``` + sumVarP([UnitPrice]) + ``` + +* sumWAvg(Expression, Expression) + Calculates the weighted average of all values within the specified summary region (group, page, or report). This summary type returns the result of the following operation: Sum(Expression1 * Expression2) / Sum(Expression2). + ``` + sumWAvg([UnitPrice]) + ``` diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md new file mode 100644 index 0000000000..f30e29c973 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md @@ -0,0 +1,64 @@ +--- +title: Bind Report Controls to Data (Expression Bindings) +author: Anna Gubareva +--- +# Bind Report Controls to Data (Expression Bindings) + +You can use the following approaches to include data source information in your report: + +* [Use the Field List](#use-the-field-list) +* [Use the Smart Tag](#use-the-smart-tag) +* [Use the Property Grid](#use-the-property-grid) + +## Use the Field List + +After you [bind your report to data](../bind-to-data.md), the [Field List](../report-designer-tools/ui-panels/field-list.md) panel displays the data source hierarchy and provides access to available data fields. + +Drop a data field from this panel onto a report's surface to create a new report control bound to the corresponding field. + +![eurd-win-field-list-drop-fields](../../../images/eurd-win-field-list-drop-fields.png) + +Drop a data field onto an existing control to bind this control to the corresponding field. + +![eurd-win-field-list-drop-field-to-control](../../../images/eurd-win-field-list-drop-field-to-control.png) + +You can do one of the following to create a data-bound control of a specific type: + +* Hold down the SHIFT key and drop a data field onto a report's surface. +* Right-click a corresponding data field and drop it onto a report's surface. + +This invokes a context menu that enables you to select which control to create. + +![eurd-win-fieldlist-create-specific-contols](../../../images/eurd-win-fieldlist-create-specific-contols.png) + +You can also drop an entire data table onto a report to create a [Table](../use-report-elements/use-tables.md) control with its cells bound to the corresponding data table fields. + +![eurd-win-field-list-drop-table](../../../images/eurd-win-field-list-drop-table.png) + +To select multiple fields in the Field List, hold CTRL or SHIFT and click the fields. Drop these fields onto a report to create a new table. + +![design-time-field-list-drop-multiple-fields](../../../images/eurd-win-list-drop-multiple-fields.png) + +## Use the Smart Tag + +Click a control's smart tag, expand the **Expression** drop-down list and select a data field. + +![](../../../images/eurd-win-label-bind-to-data-field.png) + +You can also click the **Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields and various functions. See [Expression Language](../use-expressions/expression-language.md) for more information. + +![](../../../images/eurd-win-label-expression-binding.png) + + +## Use the Property Grid + +Click a property marker to see whether the invoked context menu has the **PropertyName Expression** item. + +![](../../../images/eurd-win-property-grid-data-binding.png) + +Click this item to specify an expression in the invoked Expression Editor. + +![WinFormsPropertyGrid-ExpressionEditor](../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) + +You can use the same approach to specify expressions for all the control properties. See [Shape Report Data](../shape-report-data.md) for more tutorials. + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md new file mode 100644 index 0000000000..3c9af7997f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md @@ -0,0 +1,30 @@ +--- +title: Draw Cross-Band Lines and Boxes +author: Anna Gubareva +--- +# Draw Cross-Band Lines and Boxes + +Cross-band controls allow you to draw lines and rectangles through several [report bands](../../introduction-to-banded-reports.md). + +The Report Designer provides the following two cross-band controls: + +* The **Cross-Band Line** control draws vertical lines that can span multiple report bands. You can use this control to emphasize a report area that consists of different bands. +* The **Cross-Band Box** control draws rectangles through several report bands. You can use this control to encompass a report section that includes multiple band areas. + +To add a cross-band control to a report, select the corresponding item in the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) and draw a rectangle across required bands. + +![](../../../../images/eurd-win-add-cross-band-control-to-report.png) + +The following properties define a cross-band control's location in a report: + +* **Start Band** - determines the band from which the control starts to draw; +* **Start Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the start band where the control starts to draw; +* **End Band** - determines the band where the cross-band control stops to draw; +* **End Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the end band where the control finishes to draw. + +![](../../../../images/eurd-win-cross-band-control-properties.png) + +The following image illustrates how the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) reflects cross-band controls: + +![](../../../../images/eurd-win-cross-band-controls-in-report-explorer.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md new file mode 100644 index 0000000000..49705862b1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md @@ -0,0 +1,38 @@ +--- +title: Draw Lines +author: Anna Gubareva +--- +# Draw Lines + +The **Line** control draws a line in a specified direction, style, width, and color. You can use it to decorate and visually separate a report's sections. + +To add a line to a report, drag the **Line** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-line-to-a-report.png) + +The actions list of the line's smart tag provides the main control properties: + +![](../../../../images/eurd-win-report-control-line-smart-tag.png) + +* **Line Direction** + + Enables you to draw a line horizontally, vertically, and across the rectangle the line occupies from one corner to another (**Horizontal**, **Vertical**, **Slant** and **Back Slant** types). + + ![](../../../../images/eurd-win-report-control-line-direction.png) + +* **Line Style** + + You can select the solid (by default), dashed, dotted, or mixed line style. + + ![](../../../../images/eurd-win-report-control-line-style.png) + +* **Line Width** + + Specifies the line width in pixels as a floating point value. + +* **Anchor Vertically** + + Specifies the vertical anchoring style, so that after page rendering a control stays attached to the top control, bottom control, or both. + +> [!Note] +> The **Line** control cannot span several bands. See [Draw Cross-Band Lines and Boxes](draw-cross-band-lines-and-boxes.md) to learn about drawing lines through several bands. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md new file mode 100644 index 0000000000..de9fcf0cf6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md @@ -0,0 +1,115 @@ +--- +title: Draw Shapes +author: Anna Gubareva +--- +# Draw Shapes + +The **Shape** control allows you to draw various shapes in a report. + +To add a shape to a report, drag the **Shape** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-shape-control-to-report.png) + +Click a control's smart tag and use the **Shape** property to select the shape type. You can also choose the shape type in the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Shape Tools** contextual tab. + +![](../../../../images/eurd-win-shape-control-select-type.png) + +The smart tag provides the following main properties common to all shape types: + +* **Fill Color** - specifies the the shape's color. +* **Stretch** - specifies whether to stretch a shape to fill its client rectangle area when it is rotated. +* **Line Width** - specifies the width of the line used to draw the shape. +* **Angle** - specifies the shape's rotation angle. + +Each shape type provides its own specific set of properties which are detailed below. + + +## Arrow +The image below illustrates the **Arrow** type's shape. + +![](../../../../images/eurd-win-shape-control-arrow-type.png) + +This shape type has the following additional properties: + +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Arrow Height** - specifies the arrow's relative height (as a percentage). This value should be between **0** and **100**. +* **Arrow Width** - specifies the arrow's relative width (as a percentage). This value should be between **0** and **100**. + + +## Brace +The image below illustrates the **Brace** type's shape. + +![](../../../../images/eurd-win-shape-control-brace-type.png) + +Use the following properties to set up a brace: + +* **Tip's Length** - specify the length of a brace's tip. +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Tail's Length** specify the length of a brace's tail. + + +## Bracket + +The following image demonstrates the **Bracket** type's shape: + +![](../../../../images/eurd-win-shape-control-bracket-type.png) + +The **Tip's Length** property is specific to this shape type and defines the length of a bracket's tip. + +## Cross + +The image below shows the **Cross** type's shape. + +![](../../../../images/eurd-win-shape-control-cross-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Horizontal Line Height** - specifies the relative width of a cross's horizontal line (as a percentage). This value should be between **0** and **100**. +* **Vertical Line Width** - specifies the relative width of a cross's vertical line (as a percentage). This value should be between **0** and **100**. + +## Ellipse + +The image below shows **Ellipse** type shapes. + +![](../../../../images/eurd-win-shape-control-ellipse-type.png) + + +## Line + +The following image demonstrates **Line** type shapes: + +![](../../../../images/eurd-win-shape-control-line-type.png) + + +## Polygon + +The image below illustrates the **Polygon** type's shape: + +![](../../../../images/eurd-win-shape-control-polygon-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies how the polygon's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Number Of Sides** - specifies the number of polygon sides. + + +## Rectangle + +The image below illustrates **Rectangle** type shapes. + +![](../../../../images/eurd-win-shape-control-rectangle-type.png) + +This shape type's **Fillet** property specifies the rectangle's relative roundness (as a percentage, between **0** and **100**). + +## Star + +The following image shows a **Star** type shape: + +![](../../../../images/eurd-win-shape-control-star-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies the relative roundness of the star's points (as a percentage). This value should be between **0** and **100**. +* **Count of Star Points** - specifies the number of points that make up the star. +* **Concavity** - specifies the concavity level (as a percentage) between two neighboring start points. This value should be between **0** and **100**. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md index 06b3cb50b9..f9bbc99110 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md @@ -15,4 +15,5 @@ The following topics describe how to add various controls to a report, manipulat * [Arrange Report Controls](manipulate-report-elements/arrange-report-controls.md) * [Convert Labels to Table](manipulate-report-elements/convert-labels-to-table.md) * [Add Report Controls to Containers](manipulate-report-elements/add-report-controls-to-containers.md) -* [Validate the Report Layout](manipulate-report-elements/validate-the-report-layout.md) \ No newline at end of file +* [Validate the Report Layout](manipulate-report-elements/validate-the-report-layout.md) +* [Hide Report Controls in Exported Documents and Printouts](manipulate-report-elements/hide-report-controls-in-exported-documents-and-printouts.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md new file mode 100644 index 0000000000..713c67545b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md @@ -0,0 +1,71 @@ +--- +title: Add Controls to a Report +author: Anna Gubareva +--- +# Add Controls to a Report + +This document describes how to add [controls](../../use-report-elements.md) to a report. + +## Add Controls from the Standard Controls Bar + +Use the End-User Designer's [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) to add controls to your report. + +![eurd-add-controls](../../../../images/eurd-add-controls.png) + +## Add Data-Bound Controls from the Field List + +You can drag fields from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto your report to add data-bound controls, after you [bound](../../bind-to-data.md) your report to a data source. + +### Add a Control + +Drag a field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto the report's surface. + +![eurd-add-controls-from-field-list](../../../../images/eurd-add-controls-from-field-list.png) + +To add a control of specific type, do either of the following: + +* Hold down the SHIFT key and drop a data field onto a report's surface. +* Right-click a data field and drop it onto a report's surface. + +This invokes a context menu where you can select which control to add. + +![eurd-add-controls-from-field-list-picturebox](../../../../images/eurd-add-controls-from-field-list-picturebox.png) + +### Add a Table + +Hold the CTRL or SHIFT key and click several fields. Drop them onto the report's surface to add a table with its cells bound to these fields. + +![eurd-add-controls-add-table](../../../../images/eurd-add-controls-add-table.png) + +Drop an entire data table from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to add a report table with columns bound to the data table's fields. + +![eurd-add-controls-add-entire-table](../../../../images/eurd-add-controls-add-entire-table.png) + +To add column headers, do either of the following: + +* Select the fields and hold the CTRL or SHIFT key when you drop them onto a report surface. +* Drag and drop fields with the right mouse button. + +![eurd-add-controls-add-column-headers](../../../../images/eurd-add-controls-add-column-headers.png) + + This adds a new table whose cells display the field names. + +## Add Content from External Sources + +You can add text and graphics from external applications to your reports: + +* Drag a file, text or image from an external application onto your report. + + ![eurd-add-controls-drag-rich-text](../../../../images/eurd-add-controls-drag-rich-text.png) + +* Copy a file, text or image from an external application, and paste it into your report. + + ![eurd-add-controls-copy-text](../../../../images/eurd-add-controls-copy-text.png) + +The following table shows which file types transform into report controls: + +| File Type | Control | +| --- | --- | +| .TXT | A [Label](../use-basic-report-controls/label.md) control that contains file contents. | +| .DOC, .DOCX, .RTF, .HTM, .HTML | A [Rich Text](../use-basic-report-controls/rich-text.md) control that contains file content. | +| .JPG, .PNG, .BMP, .GIF, .TIF, .SVG | A [Picture Box](../use-basic-report-controls/picture-box.md) control that contains the image. | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md new file mode 100644 index 0000000000..05cd5bd06b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md @@ -0,0 +1,28 @@ +--- +title: Add Report Controls to Containers +author: Anna Gubareva +--- +# Add Report Controls to Containers + +The [Panel](../use-basic-report-controls/panel.md) control allows you to place various report controls on it to combine them into a group. + +![](../../../../images/eurd-win-add-report-controls-to-panel.png) + +You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. + +![](../../../../images/eurd-win-panel-control-moving.png) + +A [table cell](../use-tables.md) can also act as a container for other controls. + +![](../../../../images/eurd-win-add-control-to-table-cell.png) + +Both panel and table cells cannot contain the following report controls: +* [Pivot Grid](../use-charts-and-pivot-grids.md) +* [Subreport](../use-basic-report-controls/subreport.md) +* [Page Break](../use-basic-report-controls/page-break.md) +* [Table of Contents](../use-basic-report-controls/table-of-contents.md) +* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) + +If a panel or table cell includes only one control, you can use the **Fit Bounds to Container** command in the context menu to position the control within the container. This command resizes the control so that it occupies all the available space (except borders). + +![](../../../../images/eurd-win-fit-bounds-to-container.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md new file mode 100644 index 0000000000..6a87bdbfa9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md @@ -0,0 +1,13 @@ +--- +title: Apply Styles to Report Elements +author: Sergey Andreev +--- +# Apply Styles to Report Elements + +Select a control and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. + +![design-time-select-style](../../../../images/eurd-win-select-style.png) + +As an alternative, you can drag a style from the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) onto a control. + +![design-time-drag-style](../../../../images/eurd-win-drag-style.gif) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md new file mode 100644 index 0000000000..0428c16460 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md @@ -0,0 +1,60 @@ +--- +title: Arrange Report Controls +author: Anna Gubareva +--- +# Arrange Report Controls + +The following tools allow you to control report element size, location, alignment, and to maintain the distance between them: + +* **Rulers** + + The Report Designer provides horizontal and vertical rulers to help you determine report elements' size and location. + + ![](../../../../images/eurd-win-designer-rulers.png) + +* **Layout Toolbar** + + Use the **Layout Toolbar** commands to align report controls. + + ![](../../../../images/eurd-win-toolbar-layout-tab.png) + +* **Snapping** + + Use the **Snapping** toolbar group or a report's **Snapping Mode** property to enable automatic report control snapping to a grid and/or snap lines. + + * **Snap Grid** + + The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** and **Snap Grid Step Count** properties to customize the grid's settings. + + ![](../../../../images/eurd-win-snap-grid-size.png) + + To hide the grid, disable the **Grid Lines** option in the toolbar's **View** tab or disable a report's **Draw the Grid** property. + + ![](../../../../images/eurd-win-toolbar-show-grid-lines.png) + + A report control is aligned to the nearest grid cell when moved with the mouse or ARROW keys. + + You can use the **Align to Grid** toolbar button or context menu item to align the selected controls to the grid cells. + + ![](../../../../images/eurd-win-align-to-grid-context-menu-item.png) + + You can temporarily ignore snapping when you move and resize controls: + * hold down ALT if you move or resize controls using the mouse; + * hold down CTRL if you move or resize controls using the keyboard. + + * **Snap Lines** + + The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). + + ![](../../../../images/eurd-win-move-control-with-snap-lines.png) + + When you use the ARROW keys to move a report control or press SHIFT+ARROW to resize the control, it is aligned to the nearest report element in that direction based on snap lines. + + A report control's **Snap Line Margin** property and a band's or panel's **Snap Line Padding** property allows you to maintain a uniform distance between elements in a report. + + ![](../../../../images/eurd-win-snap-line-margin-and-padding.png) + + To avoid snapping controls, do the following: + * hold down ALT if you move or resize controls using the mouse; + * hold down CTRL if you move or resize controls using the keyboard. + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md index 1554910767..2855f35dea 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md @@ -1,22 +1,22 @@ ---- -title: Convert Labels to Table ---- -# Convert Labels to Table - -You can convert multiple [labels](../use-basic-report-controls/label.md) to a [table](../use-tables.md) to simplify control alignment. - -Hold CTRL or SHIFT and click labels to select them. Right-click any of the selected labels and select **Convert To Table** from the context menu. A table with one row is added to the report instead of the selected labels. - -![](../../../../../images/eurd-win-label-convert-to-table.png) - -The **Convert To Table** option is not available if any of the selected labels overlap horizontally. - -![](../../../../../images/eurd-win-label-labels-overlap.png) - -The created table occupies horizontal space from the leftmost label's left edge to the rightmost label's right edge, and vertical space from the topmost label's top edge to the lowest label's bottom edge. - -The horizontal gap between labels is included in the left cell. - -![](../../../../../images/eurd-win-table-space-between-labels.png) - +--- +title: Convert Labels to Table +--- +# Convert Labels to Table + +You can convert multiple [labels](../use-basic-report-controls/label.md) to a [table](../use-tables.md) to simplify control alignment. + +Hold CTRL or SHIFT and click labels to select them. Right-click any of the selected labels and select **Convert To Table** from the context menu. A table with one row is added to the report instead of the selected labels. + +![](../../../../images/eurd-win-label-convert-to-table.png) + +The **Convert To Table** option is not available if any of the selected labels overlap horizontally. + +![](../../../../images/eurd-win-label-labels-overlap.png) + +The created table occupies horizontal space from the leftmost label's left edge to the rightmost label's right edge, and vertical space from the topmost label's top edge to the lowest label's bottom edge. + +The horizontal gap between labels is included in the left cell. + +![](../../../../images/eurd-win-table-space-between-labels.png) + The table cells copy all property values from the labels. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md new file mode 100644 index 0000000000..fe8d9309fc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md @@ -0,0 +1,21 @@ +--- +title: Copy Report Controls +author: Anna Gubareva +--- +# Copy Report Controls + +You can clone an existing report control by selecting it using the mouse, holding the CTRL key and moving the mouse to the required location. A cloned control has the same settings as the initial control. + +![](../../../../images/eurd-win-clone-report-control.png) + +You can also copy report controls to the clipboard using CTRL + C or the **Copy** command, and then paste these controls to a new container or band. + +* The original control positions are preserved when you use the CTRL + V hotkey or the **Paste** toolbar command to insert controls. + + ![](../../../../images/eurd-win-copy-report-controls-with-ctrl-v.png) + + The pasted controls are repositioned by an offset of 10 units on both axes if another control already occupies the target position. + +* When you use the **Paste** context menu item, controls are inserted at the position where you invoked the context menu. + + ![](../../../../images/eurd-win-copy-report-controls-with-paste-command.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/hide-report-controls-in-exported-documents-and-printouts.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/hide-report-controls-in-exported-documents-and-printouts.md new file mode 100644 index 0000000000..4a7ee401f8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/hide-report-controls-in-exported-documents-and-printouts.md @@ -0,0 +1,30 @@ +--- +title: Hide Report Controls in Exported Documents and Printouts +owner: Margarita Zakhodyaeva +--- +# Hide Report Controls in Exported Documents and Printouts + +You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls on printouts or when exported to a document in a certain format. + +The following formats are available: + +* Csv - specifies report control visibility when exporting to CSV. +* Docx - specifies report control visibility when exporting to DOCX. +* Htm - specifies report control visibility when exporting to HTM. +* Image - specifies report control visibility when exporting as an image. +* Mht - specifies report control visibility when exporting to MHT. +* Pdf - specifies report control visibility when exporting to PDF. +* Printing - specifies report control visibility on printouts. +* Rtf - specifies report control visibility when exporting to RTF. +* Txt - specifies report control visibility when exporting to TXT. +* Xls - specifies report control visibility when exporting to XLS. +* Xls - specifies report control visibility when exporting to XLS. +* All - specifies whether the control is visible on printouts and in all exported documents. +* None - hides a report control on printouts and in all exported documents. + +![CanPublishOptions](../../../../images/can-publish-options-property-grid.png) + +The following image illustrates the resulting XLXS document with and without page information: + +![Resulting XLXS document](../../../../images/can-publish-options-example-image.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md new file mode 100644 index 0000000000..8c5309fa18 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md @@ -0,0 +1,159 @@ +--- +title: WinForms End-User Report Designer Keyboard Shortcuts +owner: Natalia Kazakova +--- +# WinForms End-User Report Designer Keyboard Shortcuts + +## Operations with XRControls + +### Copy/Paste XRControl + +| Key | Action | +|----------|----------| +| Ctrl+C | Copy the selected XRControl. | +| Ctrl+V | Paste the copied XRControl. | + +![ctrl_c_or_v](../../../../images/winforms-eurd-shortcuts/ctrl_c_or_v.gif) + +### Cut XRControl + +| Key | Action | +|----------|----------| +| Ctrl+X | Cut the selected XRControl. | + +![ctrl_x](../../../../images/winforms-eurd-shortcuts/ctrl_x.gif) + +### Delete XRControl + +| Key | Action | +|----------|----------| +| Delete | Remove the selected XRControl. | + +![delete](../../../../images/winforms-eurd-shortcuts/delete.gif) + +### Undo / Redo an Action + +| Key | Action | +|----------|----------| +| Ctrl+Z | Undo the last operation. | +| Ctrl+Y | Repeat the last undone operation. | + +![undo](../../../../images/winforms-eurd-shortcuts/undo.gif) + +### Slide XRControl to the End of the Area with a Minimum Indent + +Use arrow keys to slide XRControl to the end of the area with a minimum indent: + +| Key | Action | +|----------|----------| +| Up | Slide XRControl up. | +| Down | Slide XRControl down. | +| Left | Slide XRControl left. | +| Right | Slide XRControl right. | + +![arrow](../../../../images/winforms-eurd-shortcuts/arrow.gif) + +### Shift XRControl Pixel by Pixel + +Use Ctrl + arrows to shift XRControl pixel by pixel: + +| Key | Action | +|----------|----------| +| Ctrl+Up | Shift XRControl one pixel upward. | +| Ctrl+Down | Shift XRControl one pixel down. | +| Ctrl+Left | Shift XRControl one pixel to the left. | +| Ctrl+Right | Shift XRControl one pixel to the right. | + +![ctrl_arrow](../../../../images/winforms-eurd-shortcuts/ctrl_arrow.gif) + +### Resize XRControl to the Widest/Highest Possible Value + +| Key | Action | +|----------|----------| +| Shift+Up | Move the XRControl's bottom border to the lowest possible value. | +| Shift+Down | Move the XRControl's bottom border to the highest possible value. | +| Shift+Right | Move the XRControl's right border to the widest possible value. | +| Shift+Left | Move the XRControl's right border to the narrowest possible value. | + +![shift_arrow](../../../../images/winforms-eurd-shortcuts/shift_arrow.gif) + +### Resize XRControl Pixel by Pixel + +| Key | Action | +|----------|----------| +| Ctrl+Shift+Up | Move the XRControl's bottom border upward by one pixel. | +| Ctrl+Shift+Down | Move the XRControl's bottom border downward by one pixel. | +| Ctrl+Shift+Left | Move the XRControl's right border to the left by one pixel. | +| Ctrl+Shift+Right | Move the XRControl's right border to the right by one pixel. | + +![ctrl_shift_arrow](../../../../images/winforms-eurd-shortcuts/ctrl_shift_arrow.gif) + +### Resize XRControl Proportionally + +| Key | Action | +|----------|----------| +| Shift + Drag | Resize an XRControl and preserve its aspect ratio. Initiate the operation in a corner anchor. | + +![shift_drag](../../../../images/winforms-eurd-shortcuts/Proportional-resize.gif) + +### Clone XRControl + +| Key | Action | +|----------|----------| +| Ctrl+Drag | Clone XRControl. | + +![ctrl_move](../../../../images/winforms-eurd-shortcuts/ctrl_move.gif) + +### Select Multiple XRControls + +| Key | Action | +|----------|----------| +| Ctrl+Click or Shift+Click | Select/unselect multiple XRControls. | + +![ctrl_or_shift_click](../../../../images/winforms-eurd-shortcuts/ctrl_or_shift_click.gif) + +### Rotate XRShape + +| Key | Action | +|----------|----------| +| Ctrl+Drag | Rotate XRShape. | + +![ctrl_move_shape](../../../../images/winforms-eurd-shortcuts/ctrl_move_shape.gif) + + +## Operations with the Field List + +| Key | Action | +|----------|----------| +| Drag a table | Add XRTable with bindings to all data fields. | + + +![drag_drop](../../../../images/winforms-eurd-shortcuts/drag_drop.gif) + +| Key | Action | +|----------|----------| +| Shift + Drag a table | Add XRTable with all data field names. | + + +![shift_drag_drop](../../../../images/winforms-eurd-shortcuts/shift_drag_drop.gif) + +## Operations with the End-User Report Designer + +| Key | Action | +|----------|----------| +| F4 | Switch to the Designer tab. | +| F5 | Switch to the Preview tab. | + + +![f4_or_f5](../../../../images/winforms-eurd-shortcuts/f4_or_f5.gif) + +| Key | Action | +|----------|----------| +| Ctrl+L | Save all opened report layouts. | +| Ctrl+S | Save the selected report layout. | +| Ctrl+O | Open a `.repx` report. | +| Ctrl+N | Create a new report. | +| Ctrl+W | Create a new report with the Wizard. | +| Ctrl+ScrollDown | Zoom in the selected report. | +| Ctrl+ScrollUp | Zoom out the selected report. | +| Ctrl+0 | Set zoom to 100%. | diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md new file mode 100644 index 0000000000..67ec6cbcd0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md @@ -0,0 +1,32 @@ +--- +title: Move and Resize Report Elements +author: Anna Gubareva +--- +# Move and Resize Report Elements + +You can use the mouse or keyboard to move a report control to a new location. + +![](../../../../images/eurd-win-move-report-control.png) + +You can [select multiple controls](select-report-elements-and-access-their-settings.md) and move them in the same way as individual report controls. + +![](../../../../images/eurd-win-move-multiple-report-controls.png) + +You can also use the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) to move a control. You can move controls to other bands (except the **DetailReport** band), or into a **Panel** or **TableCell** controls. Select a control and drag it (either within the Report Explorer or to the design surface). The drop targets are highlighted when you drag the control over them. + +![design-time-move-controls](../../../../images/eurd-win-move-controls.gif) + +> [!NOTE] +> You can drag the TableOfContents control only to the **ReportHeader** and **ReportFooter** bands. + +To resize a control, select it and then drag a rectangle drawn on its edge or corner. Press `Shift` and drag a corner anchor to resize a report control and preserve its aspect ratio. + +![](../../../../images/eurd-win-resize-report-control.png) +s +Drag a band's header strip to resize the band. + +![](../../../../images/eurd-win-resize-report-band.png) + +You can also press SHIFT+ARROW or CTRL+SHIFT+ARROW to resize a selected element. + +See [Arrange Report Controls](arrange-report-controls.md) for information about tools that help you align report controls to each other and layout edges. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md index 296fdaf0f7..9ac03adaf8 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md @@ -1,15 +1,15 @@ ---- -title: Reuse Report Controls -author: Anna Gubareva ---- -# Reuse Report Controls - -You can add selected controls to the [Report Gallery](../../report-designer-tools/ui-panels/report-gallery.md) and reuse them later in other reports. Select one or multiple controls while holding down the SHIFT or CTRL key and choose **Add To Gallery** in the context menu. - -![](../../../../../images/eurd-win-add-controls-to-report-gallery.png) - -To add a selected template to a report, drag it from the Report Gallery onto a report's surface. - -![](../../../../../images/eurd-win-use-controls-from-report-gallery.png) - +--- +title: Reuse Report Controls +author: Anna Gubareva +--- +# Reuse Report Controls + +You can add selected controls to the [Report Gallery](../../report-designer-tools/ui-panels/report-gallery.md) and reuse them later in other reports. Select one or multiple controls while holding down the SHIFT or CTRL key and choose **Add To Gallery** in the context menu. + +![](../../../../images/eurd-win-add-controls-to-report-gallery.png) + +To add a selected template to a report, drag it from the Report Gallery onto a report's surface. + +![](../../../../images/eurd-win-use-controls-from-report-gallery.png) + A template stores various settings related to its controls, such as binding information and appearance options. All these settings are restored after you add controls to a report. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md new file mode 100644 index 0000000000..d5244ee7ab --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md @@ -0,0 +1,32 @@ +--- +title: Select Report Elements and Access Their Settings +author: Anna Gubareva +--- +# Select Report Elements and Access Their Settings + +You can click a report control or band to select it, and press TAB/SHIFT+TAB to select the next/previous control. + +Do one of the following to select multiple report controls: +* Press and hold the SHIFT or CTRL key and click the controls. +* Click an empty place on a report's surface and draw a rectangle around the controls. + ![](../../../../images/eurd-win-select-multiple-report-controls.png) + +Click the gray area around the design surface to select a report. + +You can use smart tags to access the most commonly used element properties. Smart tags are available for reports and most report controls and bands. + +![](../../../../images/eurd-win-report-control-smart-tag.png) + +Smart tags can also contain context links that enable you to perform various actions. + +![](../../../../images/eurd-win-report-smart-tag.png) + +The [Toolbar](../../report-designer-tools/ui-panels/toolbar.md) provides a corresponding contextual tab when you select a report control. This tab allows you to specify settings and perform actions applicable to the selected element's type. + +![](../../../../images/eurd-win-report-control-contextual-tab.png) + +You can use the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) to access the whole set of settings that the selected element supports. + +![](../../../../images/eurd-win-report-control-property-grid.png) + + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md new file mode 100644 index 0000000000..0fd24e1df9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md @@ -0,0 +1,27 @@ +--- +title: Validate the Report Layout +author: Anna Gubareva +--- +# Validate the Report Layout + +Your report layout should meet the following requirements to correctly print and export it: + +* **Avoid overlapping controls** + + The Report Designer highlights intersecting report controls to warn you that the report layout can be exported incorrectly to HTML, RTF, DOCX, XLS, XLSX, CSV and TXT formats. + + ![](../../../../images/eurd-win-report-controls-export-warning.png) + + Disable the **Export Warnings** option in the toolbar to ignore this rule and not highlight intersecting controls. + + ![](../../../../images/eurd-win-toolbar-export-warnings-option.png) + +* **Do not place controls outside page margins** + + The Report Designer highlights report controls that do not fit into the printable page area and overlap the right page margin. This warns you that extra pages can appear when document is printed. + + ![](../../../../images/eurd-win-report-controls-printing-warning.png) + + Disable the **Printing Warnings** option in the toolbar to hide these warnings. + + ![](../../../../images/eurd-win-toolbar-printing-warnings-option.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md index 47bbd29e65..adb0fcb123 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md @@ -8,7 +8,7 @@ After you assign a new data source to a loaded report, the report tries to autom To do this, click the report's smart tag and in the invoked actions list, select the **Edit Bindings** link. -![](../../../../images/eurd-win-report-edit-bindings-action.png) +![](../../../images/eurd-win-report-edit-bindings-action.png) In the invoked **Edit Bindings** dialog, you can view the bindings that are currently assigned to every report control (in the **Control**, **Property Name** and **Source Binding** columns). @@ -16,6 +16,6 @@ Enable the **Show only invalid bindings** option to exclude properly bound contr To update a control's data bindings, enable the corresponding check box in the first column and assign the required bindings from the report's data source (in the **Destination Bindings** column). -![](../../../../images/eurd-win-report-edit-bindings-dialog.png) +![](../../../images/eurd-win-report-edit-bindings-dialog.png) After you have finished updating the bindings, click **OK** to close the dialog and apply the changes. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md new file mode 100644 index 0000000000..fdddec1c56 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md @@ -0,0 +1,139 @@ +--- +title: Add Barcodes to a Report +author: Anna Gubareva +--- +# Add Barcodes to a Report + +## Overview + +To insert a barcode into a report, drag the **Barcode** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-bar-code-to-report.png) + +After creating the barcode, select the barcode type (symbology) in the **Barcode Tools** [toolbar](../../report-designer-tools/ui-panels/toolbar.md) tab's **Symbology** gallery. + +![](../../../../images/eurd-win-bar-code-symbology.png) + +After specifying the symbology, you can customize the type-specific options of the barcode, which are listed in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) under the **Symbology** property. + +![](../../../../images/eurd-win-bar-code-symbology-property.png) + +## Main Options + +You can use the **Binary Data** property to supply the data that a barcode should encode. + +To specify the bar width (a barcode's resolution), use the following options: + +* Automatically calculate the bar width according to a barcode's dimensions by enabling the **Auto Module** option; +* Provide a fixed bar width value using the **Module** property. + +The following are some additional barcode options: + +* Use the barcode's **Text** property to provide accompanying text. The **Show Text** property allows you to show or hide this text. + +* Use the **Orientation** property to rotate a barcode. + +* Use the **Padding** property to specify the indent between bars and the barcode's inner boundaries. + +## Frames for QR Codes + +For QR Codes ([QR Code](qr-code.md), [GS1 QR Code](gs1-qr-code.md), and [EPC QR Code](epc-qr-code.md)), you can use the **Frame Options** property to configure the frame around the barcode. The Corner and Rectangle frames are available for all types of QR Codes. + +### Corner Frame + +The corner frame looks as follows: + +![](../../../../images/qr-code-corner-frame.png) + +You can specify the following properties for corner frames: + + * **Frame Color** + + Specifies the frame color. + + * **Frame Width** + + Specifies the frame width in pixels. + + * **Padding** + + Specifies the distance between the frame and QR code. + + * **Text** + + Specifies the text that displayed in the frame. + + * **Text Alignment** + + Specifies how the text is aligned with the frame line. + + * **Text Color** + + Specifies the color of the text in the frame. + + * **Text Position** + + Specifies how the text is positioned against the QR code. + +### Rectangular Frame + +The rectangular frame looks as follows: + +![](../../../../images/qr-code-rectangle-frame.png) + +You can specify the following properties for corner frames: + + * **Corner Radius** + + Specifies rounded corners for the rectangular frame in pixels. + + * **Frame Color** + + Specifies the frame color. + + * **Frame Width** + + Specifies the frame width in pixels. + + * **Padding** + + Specifies the distance between the frame and QR code. + + * **Text** + + Specifies the text that displayed in the frame. + + * **Text Alignment** + + Specifies how the text is aligned with the frame line. + + * **Text Color** + + Specifies the color of the text in the frame. + + * **Text Position** + + Specifies how the text is positioned against the QR code. + +## Bind to Data + +You can [bind](../bind-controls-to-data.md) the bar code's **Text** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Expression** drop-down list and select the data field. + +![](../../../../images/eurd-win-bar-code-bind-to-data.png) + +You can also click the **Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields. + +## Common Errors +The following section explains how to work around the most frequently encountered errors related to the incorrect use of barcodes. + +* The following error message is shown in place of the barcode if the control's dimensions are too small to fit the barcode with its specified resolution. + + ![](../../../../images/eurd-win-bar-code-small-boundaries-error.png) + + To get rid of this error, enable the **Auto Module** property and/or increase the barcode's dimensions. + +* The following error message appears when the data supplied to a barcode contains characters that are not supported by this barcode type. + + ![](../../../../images/eurd-win-bar-code-invalid-characters-error.png) + + To avoid this error, supply data that applies to a particular barcode specification. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md new file mode 100644 index 0000000000..7ce79b453b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md @@ -0,0 +1,39 @@ +--- +title: Aztec Code +author: Natalia Kazakova +--- +# Aztec Code + +**Aztec Code** is a matrix code that has the potential to use less space than other matrix barcodes because it does not require a surrounding blank "quiet zone". Aztec codes are widely used for transport ticketing. + +![Aztec Code](../../../../images/bar-code-aztec-code.png) + +Refer to the following article for more details: [Aztec Code](https://en.wikipedia.org/wiki/Aztec_Code). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control's **Symbology** property to **Aztec Code**. + + ![](../../../../images/aztec-code-in-designer-win.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Aztec Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Aztec Code**: + +- **Compaction Mode** + + Specifies whether text or binary mode should be used to encode the barcode's data. + +- **Error Correction Level** + + Specifies the amount of redundancy built into the bar code to compensate for calculation errors. + +- **Version** + + Specifies the Aztec Code version. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md index 012e777428..d39a8e77e8 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md @@ -1,62 +1,62 @@ ---- -title: Barcode Recognition Specifics -author: Anna Gubareva ---- -# Barcode Recognition Specifics - -This document describes the main specifics of barcode recognition and how to resolve the most frequently encountered issues when working with barcodes. - -## Choose an Appropriate Barcode Type -Selecting an appropriate barcode type (symbology) depends on your specific business requirements and the applied industrial standards. - -In general, consider using [Barcode 2 of 5 Interleaved](interleaved-2-of-5.md) for encoding digits and [Barcode 39](code-39-usd-3.md) for encoding the full range of ASCII characters. - -## Insert the Function Code Characters (FNC) or the Application Identifier into a Barcode - -Some encodings enable you to insert a special **FNC1** character for separating application identifiers from the rest of the barcode. - -According to the **GS1** specification, the **FNC1** character is always inserted at the first position of the encoded data. Other identifiers can be inserted manually using the default "**#**" character. - -Although you can use any ASCII character as the **FNC1** placeholder, it will not be a part of the encoded data as it does not have any direct ASCII representation. - -For the [Code 128](code-128.md) symbology, you can also define **FNC2-4** characters. - -For the list of the available application identifiers, refer to the official documentation at [www.gs1.org](http://www.gs1.org/). - -## Specify the Barcode Resolution on Export to Third-Party Formats -At present, only [export to PDF](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md) preserves the original barcode in its vector form. Export to other formats will keep only the rasterized version of a barcode (with the default DPI set to **96**). - -For [XLSX](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) and [XLS](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) export, the output resolution can be set up manually using the **Rasterization Resolution** property. - -## Specify the DPI of the Device Used to Print the Bar Code - -The **Target Device Dpi** property allows you to specify the DPI of the device on which you wish to print your barcode. The `XRBarCode` control automatically adjusts bar density based on this property's value. - -Use the **Target Device Dpi** property to ensure that the bar code is scanned correctly on the target device. This is especially important if your printing device has a non-standard DPI setting. - -## Common Issues -This document section provides solutions to the most common issues that you may encounter when creating barcodes. - -* **The barcode is too "dense"** - - The more information you wish to encode, the more bars should be drawn and the larger the barcode should become. - - The barcode's **Module** property specifies the width of the narrowest bar in a barcode. Although you can set this property to a very small value, the actual value is determined by the maximum resolution of your barcode printer device. Alternatively, consider using the **Auto Module** option to automatically calculate the optimal bar size based on the current barcode dimensions. - - > [!NOTE] - > When barcodes are "dense" and you are manually specifying the Module value, make sure that multiplying this value by the barcode printer resolution results in an integer number. Otherwise, rounding errors may occur on calculating the resulting bar width. - > - > For example, when the Module is set to **0.015** inches and the printer resolution is **300** DPI, their product equals **4.5**, which may be rounded to **4** or **5** pixels for different bars and result in barcode recognition errors. In this case, the Module property should be set to **0.01333** (to make the bar width equal to **4** pixels) or to **0.01667** (to make the bar width equal to **5** pixels). -* **The barcode is correctly displayed on the preview but it is not scanned** - - Make sure that your scanner has been correctly set up to be able to recognize a specific kind of a barcode. If you are not certain about how to operate the scanner properly, please refer to its product manual. - - Avoid scanning barcodes from the monitor screen (e.g., using an application installed on your smartphone), because the screen DPI may not be sufficient to effectively recognize each particular bar. -* **The barcode is correctly displayed on the preview but it is scanned incorrectly** - - The cause for this problem may be an encoding issue specific to the "binary" input mode. - - By default, the **UTF-16** encoding is used. However, your scanner device may use a different encoding model or even a codepage (i.e., a specific table that maps abstract values to real human-understandable characters). For additional information on this subject, please refer to the specification of your scanner device. -* **The "There are invalid characters in the text" error occurs** - +--- +title: Barcode Recognition Specifics +author: Anna Gubareva +--- +# Barcode Recognition Specifics + +This document describes the main specifics of barcode recognition and how to resolve the most frequently encountered issues when working with barcodes. + +## Choose an Appropriate Barcode Type +Selecting an appropriate barcode type (symbology) depends on your specific business requirements and the applied industrial standards. + +In general, consider using [Barcode 2 of 5 Interleaved](interleaved-2-of-5.md) for encoding digits and [Barcode 39](code-39-usd-3.md) for encoding the full range of ASCII characters. + +## Insert the Function Code Characters (FNC) or the Application Identifier into a Barcode + +Some encodings enable you to insert a special **FNC1** character for separating application identifiers from the rest of the barcode. + +According to the **GS1** specification, the **FNC1** character is always inserted at the first position of the encoded data. Other identifiers can be inserted manually using the default "**#**" character. + +Although you can use any ASCII character as the **FNC1** placeholder, it will not be a part of the encoded data as it does not have any direct ASCII representation. + +For the [Code 128](code-128.md) symbology, you can also define **FNC2-4** characters. + +For the list of the available application identifiers, refer to the official documentation at [www.gs1.org](http://www.gs1.org/). + +## Specify the Barcode Resolution on Export to Third-Party Formats +At present, only export to PDF preserves the original barcode in its vector form. Export to other formats will keep only the rasterized version of a barcode (with the default DPI set to **96**). + +For XLSX and XLS export, the output resolution can be set up manually using the **Rasterization Resolution** property. + +## Specify the DPI of the Device Used to Print the Bar Code + +The **Target Device Dpi** property allows you to specify the DPI of the device on which you wish to print your barcode. The `XRBarCode` control automatically adjusts bar density based on this property's value. + +Use the **Target Device Dpi** property to ensure that the bar code is scanned correctly on the target device. This is especially important if your printing device has a non-standard DPI setting. + +## Common Issues +This document section provides solutions to the most common issues that you may encounter when creating barcodes. + +* **The barcode is too "dense"** + + The more information you wish to encode, the more bars should be drawn and the larger the barcode should become. + + The barcode's **Module** property specifies the width of the narrowest bar in a barcode. Although you can set this property to a very small value, the actual value is determined by the maximum resolution of your barcode printer device. Alternatively, consider using the **Auto Module** option to automatically calculate the optimal bar size based on the current barcode dimensions. + + > [!NOTE] + > When barcodes are "dense" and you are manually specifying the Module value, make sure that multiplying this value by the barcode printer resolution results in an integer number. Otherwise, rounding errors may occur on calculating the resulting bar width. + > + > For example, when the Module is set to **0.015** inches and the printer resolution is **300** DPI, their product equals **4.5**, which may be rounded to **4** or **5** pixels for different bars and result in barcode recognition errors. In this case, the Module property should be set to **0.01333** (to make the bar width equal to **4** pixels) or to **0.01667** (to make the bar width equal to **5** pixels). +* **The barcode is correctly displayed on the preview but it is not scanned** + + Make sure that your scanner has been correctly set up to be able to recognize a specific kind of a barcode. If you are not certain about how to operate the scanner properly, please refer to its product manual. + + Avoid scanning barcodes from the monitor screen (e.g., using an application installed on your smartphone), because the screen DPI may not be sufficient to effectively recognize each particular bar. +* **The barcode is correctly displayed on the preview but it is scanned incorrectly** + + The cause for this problem may be an encoding issue specific to the "binary" input mode. + + By default, the **UTF-16** encoding is used. However, your scanner device may use a different encoding model or even a codepage (i.e., a specific table that maps abstract values to real human-understandable characters). For additional information on this subject, please refer to the specification of your scanner device. +* **The "There are invalid characters in the text" error occurs** + Different barcode symbologies define different ranges of allowed characters under different character sets. To avoid this error, please check the barcode specification. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md new file mode 100644 index 0000000000..3042028897 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md @@ -0,0 +1,37 @@ +--- +title: Codabar +author: Anna Gubareva +--- +# Codabar + +The **Codabar** is a discrete, self-checking symbology that may encode **16** different characters, plus an additional **4** start/stop characters. This symbology is used by U.S. blood banks, photo labs, and on FedEx air bills. + +![](../../../../images/eurd-win-bar-code-codabar.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Codabar**. + + ![](../../../../images/codabar-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Codabar**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Codabar**: + +* **StartSymbol** + + Gets or sets the first (start) symbol used to code the barcode's structure. + +* **StopSymbol** + + Gets or sets the last (stop) symbol used to code the barcode's structure. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md new file mode 100644 index 0000000000..df429cb661 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md @@ -0,0 +1,23 @@ +--- +title: Code 11 (USD-8) +author: Anna Gubareva +--- +# Code 11 (USD-8) + +**Code 11**, also known as **USD-8**, was developed as a high-density numerical-only symbology. It is used primarily in labeling telecommunications equipment. + +The symbology is discrete and is able to encode the numbers **0** through to **9**, the dash symbol (**-**), and start/stop characters. + +![](../../../../images/eurd-win-bar-code-code-11.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code11**. + + ![](../../../../images/code-11-usd-8-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md new file mode 100644 index 0000000000..abd88dad74 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md @@ -0,0 +1,47 @@ +--- +title: Code 128 +author: Anna Gubareva +--- +# Code 128 + +**Code 128** is a very effective, high-density symbology which permits the encoding of alphanumeric data. The symbology includes a checksum digit for verification, and the barcode can also be verified character-by-character, allowing the parity of each data byte to be verified. + +This symbology has been widely implemented in many applications where a relatively large amount of data must be encoded in a relatively small amount of space. Its specific structure also allows numerical data to be effectively encoded at double-density. + +![](../../../../images/eurd-win-bar-code-code-128.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code128**. + + ![](../../../../images/code-128-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 128**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 128**: + +* **Character Set** + + Specifies the set of symbols which can be used when setting the barcode's text. + +* **FNC1 Functional Character** + + A substring/character that serves as the placeholder for the FNC1 functional character. + +* **FNC2 Functional Character** + + A substring/character that serves as the placeholder for the FNC2 functional character. + +* **FNC3 Functional Character** + + A substring/character that serves as the placeholder for the FNC3 functional character. + +* **FNC4 Functional Character** + + A substring/character that serves as the placeholder for the FNC4 functional character. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md new file mode 100644 index 0000000000..4b2592ee2d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md @@ -0,0 +1,45 @@ +--- +title: Code 39 Extended +author: Anna Gubareva +--- +# Code 39 Extended + +Using **Code 39**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. + +![](../../../../images/eurd-win-bar-code-code-39-extended.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code39Extended**. + + ![](../../../../images/code-39-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39 Extended**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Code 39 Extended**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. + +The **Code 39 Extended** barcode, as opposed to [Code 39](code-39-usd-3.md), automatically replaces all necessary characters with special symbols, when required. This means that you do not need to do this manually, otherwise, the result will be incorrect. + +For example, if you want to insert a "TAB" character into a barcode's text, use "\t", which will be replaced by "$I" for coding, and then into "TAB" after scanning: + +| Property | Value | +|---|---| +| Barcode's text: | "12345\t678" | +| Coded text: | "12345$I678" | +| Scanned text: | "12345[TAB]678" | + +The checksum is not considered to be part of a barcode's text and checksum characters are never replaced. When the barcode's **Show Text** and **Calculate a Checksum** properties are enabled, the barcode will not display a checksum character. This is required to avoid mistakenly treating a checksum as part of barcode text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md new file mode 100644 index 0000000000..b80b9725a4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md @@ -0,0 +1,33 @@ +--- +title: Code 39 (USD-3) +author: Anna Gubareva +--- +# Code 39 (USD-3) + +**Code 39**, the first alpha-numeric symbology to be developed, is still widely used, particularly in non-retail environments. It is the standard barcode used by the United States Department of Defense, and is also used by the Health Industry Barcode Council (HIBCC). **Code 39** is also known as "**3 of 9 Code**" and "**USD-3**". + +![](../../../../images/eurd-win-bar-code-code-39.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code39**. + + ![](../../../../images/code-39-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Code 39**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md new file mode 100644 index 0000000000..03cb4fdf43 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md @@ -0,0 +1,32 @@ +--- +title: Code 93 Extended +author: Anna Gubareva +--- +# Code 93 Extended + +Using **Code 93**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. + +![](../../../../images/eurd-win-bar-code-code-93-extended.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code93Extended**. + + ![](../../../../images/code-93-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93 Extended**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 93 Extended**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + + > [!NOTE] + > A checksum of a **Code 93 Extended** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93 Extended** barcode's displayed text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md new file mode 100644 index 0000000000..31abf9c6c1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md @@ -0,0 +1,34 @@ +--- +title: Code 93 +author: Anna Gubareva +--- +# Code 93 + +**Code 93** was designed to supplement and improve upon **Code 39**. + +**Code 93** is similar in that, like **Code 39**, can represent the full ASCII character set by using combinations of **2** characters. It differs in that **Code 93** is a continuous symbology and produces denser code. It also encodes **47** characters (compared to **Code 39**'s **43** characters). + +![](../../../../images/eurd-win-bar-code-code-93.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Code93**. + + ![](../../../../images/code-93-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 93**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + + > [!NOTE] + > A checksum of a **Code 93** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93** barcode's displayed text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md new file mode 100644 index 0000000000..ad7539bac9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md @@ -0,0 +1,31 @@ +--- +title: Deutsche Post Identcode +author: Eugene Polevikov +--- + +# Deutsche Post Identcode + +The *Deutsche Post Identcode* symbology, also referred to as Deutsche Post AG IdentCode, German Postal 2 of 5 IdentCode, Deutsche Frachtpost IdentCode, or Deutsche Post AG (DHL), is used by German Post (Deutsche Post AG). + +![Identcode barcode](../../../../images/identcode-barcode.png) + +The barcode contains a tracking number that identifies a customer (sender) and a mail item. A value that the barcode encodes should consist of 11 or 12 digits: + +* 2 digits for a distribution center ID; +* 3 digits for a customer ID; +* 6 digits for a mailing number; +* 1 digit for a checksum (optional). + +When you specify 11 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **DeutschePostIdentcode**. + + ![](../../../../images/identcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md new file mode 100644 index 0000000000..6037412820 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md @@ -0,0 +1,33 @@ +--- +title: Deutsche Post Leitcode +author: Eugene Polevikov +--- + +# Deutsche Post Leitcode + +The *Deutsche Post Leitcode* symbology, or German Postal 2 of 5 LeitCode, LeitCode, or CodeLeitcode, is used by Deutsche Post AG (Deutsche Frachtpost). +This barcode identifies the destination. + +![Identcode barcode](../../../../images/leitcode-barcode.png) + +A value that the barcode encodes should consist of 13 or 14 digits: + +* 5 digits for a Postal Code (Postleitzahl, PLZ); +* 3 digits for a Street ID/number; +* 3 digits for a House number; +* 2 digits for a Product code; +* 1 digit for a checksum (optional). + +When you specify 13 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **DeutschePostLeitcode**. + + ![](../../../../images/leitcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md new file mode 100644 index 0000000000..f26c527430 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md @@ -0,0 +1,27 @@ +--- +title: EAN 13 +author: Anna Gubareva +--- +# EAN 13 + +**EAN-13**, based upon the **UPC-A** standard, was implemented by the International Article Numbering Association (EAN) in Europe. At present, the **GS1** organization is responsible for the maintenance of barcode standards. + +The **EAN-13** barcode contains **13** digits, no letters or other characters. The first two or three digits represent the country. The leading zero actually signifies the USA, and **UPC-A** coding. The last digit is the "check digit", the checksum. The check digit is calculated using the first twelve figures when the barcode is constructed. So, for the correct **EAN-13** code, you should specify only the first **12** digits. + +The recommended dimensions are shown in the following image. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. + +![](../../../../images/eurd-win-bar-code-ean13.png) + +There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **3.63** mm for the left zone and **2.31** mm for the right zone. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **EAN13**. + + ![](../../../../images/ean-13-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md new file mode 100644 index 0000000000..93d96eb627 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md @@ -0,0 +1,21 @@ +--- +title: EAN 8 +author: Anna Gubareva +--- +# EAN 8 + +**EAN-8** is the **EAN** equivalent of **UPC-E** in the sense that it provides a "short" barcode for small packages. + +![](../../../../images/eurd-win-bar-code-ean8.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **EAN8**. + + ![](../../../../images/ean-8-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md new file mode 100644 index 0000000000..117ff5e38f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md @@ -0,0 +1,35 @@ +--- +title: ECC200 - Data Matrix +author: Anna Gubareva +--- +# ECC200 - Data Matrix + +**Data Matrix** code (**ISO/IEC 16022** international standard) is a two-dimensional matrix barcode consisting of black and white "cells" arranged in a rectangular pattern. The information to be encoded can be text or raw data. + +Every **Data Matrix** is composed of two solid adjacent borders in an "L" shape (called the "finder pattern"), and two other borders consisting of alternating dark and light cells or modules (called the "timing pattern"). Within these borders are rows and columns of cells that encode information. The finder pattern is used to locate and orient the symbol, while the timing pattern provides a count of the number of rows and columns in the symbol. + +![](../../../../images/eurd-win-bar-code-ECC200.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **DataMatrix**. + + ![](../../../../images/data-matrix-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Matrix**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Data Matrix**: + +* **Compaction Mode** + + Specifies whether textual information or a byte array should be used as the barcode's data, as well as its encoding. + +* **Matrix Size** + + Specifies the barcode matrix size. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md new file mode 100644 index 0000000000..c2c2c49733 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md @@ -0,0 +1,97 @@ +--- +title: EPC QR Code +author: Polina Tyureva +--- +# EPC QR Code + +An EPC QR Code (European Payments Council Quick Response Code) is a two-dimensional barcode used to initiate a [SEPA credit transfer (SCT)](https://www.europeanpaymentscouncil.eu/what-we-do/sepa-credit-transfer). The following guideline contains general information about this type of barcode and defines the data format for EPC QR Codes: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). + +![EPC QR Code Barcode](../../../../images/barcode-epc-qr-code.png) + +## Add a Bar Code to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **EPC QR Code**. + + ![](../../../../images/epc-qr-code-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EPC QR Code**. + +## Specific Properties + +- **Auto Module** + + Gets or sets whether the Module property value should be calculated automatically based on the barcode size. + +- **Version** + + Gets or sets the bar code’s size. + +- **Include Quiet Zone** + + Gets or sets whether to add a blank space around the QR code. + +- **Logo** + + Specifies the image that overlays the QR code. + +- **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). + +## Specify the Data + +EPC QR Codes require data in a specific format. For more information, refer to the following European Payments Council guideline: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). + +You can specify the barcode data in the following ways: + +### The Text property. + +Pass the data string to Text property. Each data element should be on a new line. Double-click the control to specify the content (editors in the Property grid do not support multi-line text): + +![](../../../../images/epc-qr-code-data.png) + +In the image above, the following data elements are specified: + +| Data Element | Value | +|----------|-------------| +| Service Tag:| BCD | +| Version: | 001 | +| Encoding: | 1 | +| Identification:| SCT | +| BIC: | BPOTBEB1 | +| Beneficiary Name: | Red Cross of Belgium | +| IBAN: | BE72000000001616 | +| Transfer Amount:| EUR1 | +| Transfer Reason:| CHAR | +| Creditor Reference: | Empty line | +| Remittance Information: | Urgency fund | +| Information: | Empty line | + + +This field is bindable. For more information on data binding, review the following help topic: [Bind Report Controls to Data](../bind-controls-to-data.md). + +### The ConvertDataToEPC function. + +Use the `ConvertDataToEPC` function from the Expression Editor to bind to the `Text` property. + +You can specify the data as shown below: + +``` +ConvertDataToEPC('Red Cross of Belgium', 'BE72000000001616', 'BPOTBEB1','20.0', '', 'Urgency fund', 'CHAR', 'Sample EPC QR code') +``` + +![](../../../../images/convert-to-epc-function.png) + +You can not change the default values for Version and Encoding with this function. The default value for the Version data element is `002` and `UTF-8` for the Encoding. + +## Display a “Zahlen mit Code” Frame + +You can also apply a frame with the words “Zahlen mit Code” (to the right from the bottom to the top) to an EPC QR Code. The frame is used to highlight the function of the codes and to secure the identification. For more information, refer to the following Payment Services Austria (PSA) document: [Application of QR-Code for initiating of credit transfers](https://zv.psa.at/de/download/qr-code/339-qr-code-und-bcd-definition-3-en/file.html). + +This frame already contains predefined settings according to the standard. To set this frame, go to Barcode Tasks → Symbology → FrameOptions, and select **Payment Services Austria Frame**. + +![](../../../../images/qr-frame-austria-design-time-options.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md new file mode 100644 index 0000000000..8e537fd0c2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md @@ -0,0 +1,39 @@ +--- +title: GS1-128 - EAN-128 (UCC) +author: Anna Gubareva +--- +# GS1-128 - EAN-128 (UCC) + +**GS1-128** (**EAN-128**) was developed to provide a worldwide format and standard for exchanging common data between companies. + +While other barcodes simply encode data with no respect for what the data represents, **GS1-128** encodes data and encodes what that data represents. + +![](../../../../images/eurd-win-bar-code-gs1-128-ean-128.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **EAN128**. + + ![](../../../../images/ean128-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EAN 128**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **EAN 128**: + +* **Character Set** + + Specifies the set of symbols which can be used when setting the barcode's text. + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Human-Readable Text** + + Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md new file mode 100644 index 0000000000..2cba97df9d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md @@ -0,0 +1,37 @@ +--- +title: GS1- Data Matrix +author: Anna Gubareva +--- +# GS1- Data Matrix + +The **GS1 Data Matrix** uses a special start combination to differentiate the **GS1 DataMatrix** symbol from other **Data Matrix ECC 200** symbols. This is achieved by using the **Function 1 Symbol Character** (**FNC1**) in the first position of the encoded data. It enables scanners to process the information according to the **GS1 System Rules**. + +![](../../../../images/eurd-win-bar-code-gs1-datamatrix.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **DataMatrixGS1**. + + ![](../../../../images/data-matrix-gs1-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 Data Matrix**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **GS1 Data Matrix**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Human-Readable Text** + + Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. + +* **Matrix Size** + + Specifies the barcode matrix size. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md new file mode 100644 index 0000000000..f3b7050a8f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md @@ -0,0 +1,41 @@ +--- +title: GS1 - DataBar +author: Anna Gubareva +--- +# GS1 - DataBar + +The **GS1 DataBar** barcode is based on a family of symbols often used in the **GS1 DataBar Coupon** (coupon codes commonly used in retail). + +These barcodes can encode up to **14** digits, which makes them suitable for **GTIN 8**, **12**, **13** and **14**. + +**GS1 DataBar Expanded** and **GS1 DataBar Expanded Stacked** can encode up to **74** numeric or **41** alphanumeric characters, and provide the capability to utilize all **GS1 Application Identifiers** (e.g., expiration date, batch and serial number). These barcodes are often used in manufacturer coupons. + +![](../../../../images/eurd-win-bar-code-gs1-databar.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **DataBar**. + + ![](../../../../images/data-bar-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Bar**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Data Bar**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Segments In Row** + + Specifies the number of data segments per row in the Expanded Stacked type of a GS1 DataBar barcode. + +* **Type** + + Specifies the type of a GS1 DataBar barcode. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md new file mode 100644 index 0000000000..442619e417 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md @@ -0,0 +1,49 @@ +--- +title: GS1 QR Code +author: Polina Tyureva +--- +# GS1 QR Code + +**GS1 QR Code** is a variant of the [QR Code](https://en.wikipedia.org/wiki/QR_code) symbology that conforms to [GS1 General Specification](https://www.gs1.org/standards/barcodes-epcrfid-id-keys/gs1-general-specifications). + +![](../../../../images/barcode-gs1-qr-code.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **QRCodeGS1**. + + ![](../../../../images/gs1-qrcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 QR Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **GS1 QR Code**: + +* **Compaction Mode** + + Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **FNC1 Functional Character** + + A substring/character that serves as the placeholder for the FNC1 functional character. + +* **Logo** + + Specifies the image that overlays the QR code. + +* **Version** + + Specifies the barcode's size. + +* **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md new file mode 100644 index 0000000000..95145690b1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md @@ -0,0 +1,33 @@ +--- +title: Industrial 2 of 5 +author: Anna Gubareva +--- +# Industrial 2 of 5 + +**Industrial 2 of 5** is a low-density numerical barcode that is used in the photofinishing and warehouse sorting industries, as well as to sequentially number airline tickets. + +![](../../../../images/eurd-win-bar-code-industrial-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Industrial2of5**. + + ![](../../../../images/industrial-2-of-5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Industrial2of5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Industrial 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md new file mode 100644 index 0000000000..f43551501b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md @@ -0,0 +1,31 @@ +--- +title: Intelligent Mail Package +author: Anna Gubareva +--- +# Intelligent Mail Package + +The **Intelligent Mail Package Barcode** (**IMPB**) was developed for the use on mail in the United States. Barcodes of this symbology are used only for packages as opposed to [Intelligent Mail](intelligent-mail.md) barcodes, which are used for postcards, letters, and flats. + +This barcode is capable of encoding package tracking information required for more efficient sorting and delivering of packages with the capability of piece-level tracking. + +![](../../../../images/eurd-win-bar-code-intelligent-mail-package.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **IntelligentMailPackage**. + + ![](../../../../images/intelligent-mail-package-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Intelligent Mail Package**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Intelligent Mail Package**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md new file mode 100644 index 0000000000..1760b7cd52 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md @@ -0,0 +1,23 @@ +--- +title: Intelligent Mail +author: Anna Gubareva +--- +# Intelligent Mail + +The **Intelligent Mail** (**IM**) code is a **65**-barcode for use on mail in the United States. This barcode is intended to provide greater information and functionality than its predecessors POSTNET and PLANET. + +The **Intelligent Mail** barcode has also been referred to as **One Code Solution** and **4-State Customer** barcode abbreviated **4CB**, **4-CB** or **USPS4CB**. + +![](../../../../images/eurd-win-bar-code-intelligent-mail.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **IntelligentMail**. + + ![](../../../../images/intelligent-mail-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md new file mode 100644 index 0000000000..450cfb5f63 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md @@ -0,0 +1,33 @@ +--- +title: Interleaved 2 of 5 +author: Anna Gubareva +--- +# Interleaved 2 of 5 + +**Interleaved 2 of 5** is a higher-density numerical barcode based upon the **Standard 2 of 5** symbology. It is used primarily in the distribution and warehouse industry. + +![](../../../../images/eurd-win-bar-code-interleaved-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Interleaved2of5**. + + ![](../../../../images/interleaved-2-of-5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Interleaved 2 of 5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Interleaved 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md new file mode 100644 index 0000000000..b1e321633d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md @@ -0,0 +1,35 @@ +--- +title: Matrix 2 of 5 +author: Anna Gubareva +--- +# Matrix 2 of 5 + +**Matrix 2 of 5** is a linear one-dimensional barcode. **Matrix 2 of 5** is a self-checking numerical-only barcode. + +Unlike the **Interleaved 2 of 5**, all of the information is encoded in the bars; the spaces are of a fixed width and used only to separate the bars. **Matrix 2 of 5** is used primarily for warehouse sorting, photo finishing, and airline ticket marking. + +![](../../../../images/eurd-win-bar-code-matrix-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Matrix2of5**. + + ![](../../../../images/matrix-2-of-5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Matrix 2 of 5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Matrix 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md new file mode 100644 index 0000000000..25a0289a97 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md @@ -0,0 +1,45 @@ +--- +title: Micro QR Code +author: Natalia Kazakova +--- +# Micro QR Code + +A **Micro QR Code** is a two-dimensional code. It is a more compact version of a standard [QR code](qr-code.md): a Micro QR Code can encode up to 35 numeric characters or 21 alphanumeric characters, enough to store a product ID or a short URL. In comparison, a standard QR code can contain up to 7,089 characters. + +Micro QR Codes are often used in industries such as electronics, medical devices, and retail, where space-efficient labeling is essential. + +![micro-qr-code](../../../../images/micro-qr-code.png) + +Refer to the following article for more information: [Micro QR Code](https://www.qrcode.com/en/codes/microqr.html). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![|add barcode to report designer](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Micro QR Code**. + + ![|Micro QR Code Properties](../../../../images/micro-qrcode-in-designer-win.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Micro QR Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Micro QR Code**: + +- **Compaction Mode** + + Specifies whether the barcode contains a number, an alphanumeric string, or a byte array. + +- **Error Correction Level** + + Specifies the amount of redundancy built into the Micro QR code to compensate for calculation errors. + +- **Include Quiet Zone** + + Specifies whether to add a blank space around the Micro QR code to help separate the Micro QR code from neighboring elements. + +- **Version** + + Gets or sets the barcode’s version. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md new file mode 100644 index 0000000000..b4ef554236 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md @@ -0,0 +1,31 @@ +--- +title: MSI - Plessey +author: Anna Gubareva +--- +# MSI - Plessey + +**MSI** was developed by the MSI Data Corporation, based on the original **Plessey Code**. **MSI**, also known as **Modified Plessey**, is used primarily to mark retail shelves for inventory control. + +**MSI** is a continuous, non-self-checking symbology. While an **MSI** barcode can be of any length, a given application usually implements a fixed-length code. + +![](../../../../images/eurd-win-bar-code-msi-plessey.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **CodeMSI**. + + ![](../../../../images/code-msi-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **MSI**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **MSI**: + +* **MSI Checksum** + + Specifies the barcode's checksum type, which defines the appearance of checksum bars added to the barcode. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md new file mode 100644 index 0000000000..65fe937c99 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md @@ -0,0 +1,51 @@ +--- +title: PDF417 +author: Anna Gubareva +--- +# PDF417 + +**PDF417** (**Portable Data File**) is a stacked linear two-dimensional barcode used in a variety of applications; primarily transport, postal, identification card and inventory management. It has spawned an Open Source decoder project together with an Open Source encoder. + +The **PDF417** barcode is also called a **symbol** barcode and usually consists of **3** to **90** rows, each of which is like a small linear barcode. + +![](../../../../images/eurd-win-bar-code-pdf417.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **PDF417**. + + ![](../../../../images/pdf417-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **PDF417**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **PDF417**: + +* **Columns** + + Specifies the number of barcode columns, which allows you to control the logic width of the barcode. + +* **Compaction Mode** + + Specifies whether textual information or a byte array should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **Rows** + + Specifies the number of barcode rows, which allows you to control the logic height of the barcode. + +* **Truncate Symbol** + + Specifies whether the special end-symbol should be appended to the barcode. + +* **Y to X Ratio** + + Specifies the height-to-width ratio of a logical unit's graphic representation. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md new file mode 100644 index 0000000000..d2b38dde9a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md @@ -0,0 +1,31 @@ +--- +title: Pharmacode +author: Eugene Polevikov +--- +# Pharmacode + +**Pharmacode** is a binary code developed by the German LAETUS GMBH company. The code is widely used in the pharmaceutical industry as a packaging control system. It can be either one-track or two-track. + +| One-Track Pharmacode | Two-Track Pharmacode | +| :---: | :---: | +| ![pharmacode-one-track](../../../../images/pharmacode-one-track.png) | ![pharmacode-two-track](../../../../images/pharmacode-two-track.png) | + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **Pharmacode**. + + ![](../../../../images/pharmacode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Pharmacode**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Pharmacode**: + +* **Pharmacode Type** + + Specifies whether the **Pharmacode** has one or two tracks. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md new file mode 100644 index 0000000000..1d6a311d94 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md @@ -0,0 +1,23 @@ +--- +title: PostNet +author: Anna Gubareva +--- +# PostNet + +**PostNet** was developed by the United States Postal Service (USPS) to allow faster mail sorting and routing. **PostNet** codes are the familiar and unusual looking barcodes often printed on envelopes and business return mail. + +Unlike most other barcodes, in which data is encoded in the width of the bars and spaces, **PostNet** actually encodes data in the height of the bars. That's why all the bars are of the same width, but not the same height. + +![](../../../../images/eurd-win-bar-code-postnet.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **PostNet**. + + ![](../../../../images/postnet-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md new file mode 100644 index 0000000000..77188b514f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md @@ -0,0 +1,48 @@ +--- +title: QR Code +author: Anna Gubareva +--- +# QR Code + +A **QR Code** (**QR** is the abbreviation for **Quick Response**) is a two-dimensional code, readable by **QR** scanners, mobile phones with a camera, and smartphones. **QR Code** can encode textual, numeric and binary data. + +![](../../../../images/eurd-win-bar-code-qr-code.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control's **Symbology** property to **QR Code**. + + ![](../../../../images/qrcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **QR Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **QR Code**: + +* **Auto Module** + Gets or sets whether the Module property value should be calculated automatically based upon the barcode's size. + +* **Compaction Mode** + + Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **Version** + + Specifies the barcode's size. + +* **Logo** + + Specifies the image that overlays the QR code. + +* **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md new file mode 100644 index 0000000000..10159bab99 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md @@ -0,0 +1,25 @@ +--- +title: Serial Shipping Container Code (SSCC) +author: Boris Zaitsev +--- +# Serial Shipping Container Code (SSCC) + +The **Serial Shipping Container Code** (SSCC) is the GS1 Identification Key used to identify a logistic unit. +This unique identifier is composed of an Extension Digit, a GS1 Company Prefix, a Serial Reference, and a Check Digit. + + +![](../../../../images/eurd-win-bar-code-sscc.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **SSCC**. + + ![](../../../../images/sscc-in-designer.png) + +3. Assign a numeric value composed of 17 digits to the **Text** property. If the numeric value contains less than 17 digits, it is padded with zeros at the beginning so that the string value of the **Text** property contains exactly 17 characters. A numeric value with 17 digits is left intact. If 18 digits are specified, the last digit is truncated. A value with more than 18 digits causes an error. + +4. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md new file mode 100644 index 0000000000..e26e8b5962 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md @@ -0,0 +1,28 @@ +--- +title: UPC-A +author: Anna Gubareva +--- +# UPC-A + +The **UPC-A** barcode is by far the most common and well-known symbology, especially in the United States. A **UPC-A** barcode is the barcode you will find on virtually every consumer item on the shelves of your local supermarket, as well as books, magazines, and newspapers. It is called simply, a "UPC barcode" or "UPC Symbol." + +![](../../../../images/eurd-win-bar-code-upc-a.png) + + +The **UPC-A** barcode contains **12** digits, no letters or other characters. The first digit is the prefix signifying the product type. The last digit is the "check digit". The check digit is calculated using first eleven figures when the barcode is constructed. So, for the correct **UPC-A** you should specify only the first **11** digits. + +The recommended dimensions are shown in the picture. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. + +There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **2.97** mm for the barcode of standard width and height. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **UPCA**. + + ![](../../../../images/upca-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md new file mode 100644 index 0000000000..268119906c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md @@ -0,0 +1,28 @@ +--- +title: UPC-E0 +author: Anna Gubareva +--- +# UPC-E0 + +**UPC-E** is a variation of **UPC-A** which allows for a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size as an **UPC-A** barcode, **UPC-E** is generally used on products with very small packaging, where a full **UPC-A** barcode could not reasonably fit. + +The **UPC-E0** is a kind of **UPC-E** code with the number system set to **0**. In the human readable string of the barcode the first digit signifies the number system (always **0** for this code type), and the last digit is the check digit of the original **UPC-A** code. + +In the example below, the original **UPC-A** code is "**04210000526**". We should remove the leading zero when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**4**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. + +![](../../../../images/eurd-win-bar-code-upc-e0.png) + + +Not every **UPC-A** code can be transformed into the **UPC-E0** (it must meet special requirements). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **UPCE0**. + + ![](../../../../images/upce0-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md new file mode 100644 index 0000000000..917eed8658 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md @@ -0,0 +1,27 @@ +--- +title: UPC-E1 +author: Anna Gubareva +--- +# UPC-E1 + +**UPC-E** is a kind of **UPC-A**, which allows a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size of the **UPC-A** barcode, **UPC-E** is generally used on products with a very small packaging where a full **UPC-A** barcode does not fit. + +The **UPC-E1** is a variation of **UPC-E** code with the number system set to "**1**". In the human readable string of the barcode the first digit signifies the number system (always **1** for this code type), the last digit is the check digit of the original **UPC-A** code. + +In the example below, the original **UPC-A** code is "**14210000526**". We should remove the leading "**1**" when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**1**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. + +![](../../../../images/eurd-win-bar-code-upc-e1.png) + +Not every **UPC-A** code can be transformed into the **UPC-E1** (it must meet special requirements). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **UPCE1**. + + ![](../../../../images/upce1-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md new file mode 100644 index 0000000000..9818f96a62 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md @@ -0,0 +1,37 @@ +--- +title: UPC Shipping Container Symbol (ITF-14) +author: Anna Gubareva +--- +# UPC Shipping Container Symbol (ITF-14) + +The **UPC Shipping Container Symbol** (**ITF-14**) barcode is used to mark packaging materials that contain products labeled with a **UPC** or **EAN** product identification number. + +This barcode provides a **GS1** implementation of an **Interleaved 2 of 5** barcode for encoding a **Global Trade Item Number** (an identifier for trade items developed by **GS1**). This barcode always uses a total of **14** digits. + +The thick black border around the symbol (the **Bearer Bar**) is intended to improve barcode reading reliability. + +![](../../../../images/eurd-win-bar-code-itf-14.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **ITF14**. + + ![](../../../../images/itf14-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **ITF-14**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **ITF-14**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md new file mode 100644 index 0000000000..3e3c41872b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md @@ -0,0 +1,23 @@ +--- +title: UPC Supplemental 2 +author: Anna Gubareva +--- +# UPC Supplemental 2 + +**2**-digit supplemental barcodes should only be used with magazines, newspapers and other periodicals. + +The **2**-digit supplement represents the issue number of the magazine. This is useful so that the product code itself (contained in the main barcode) is constant for the magazine, so that each issue of the magazine doesn't have to have its own unique barcode. Nevertheless, the **2**-digit supplement can be used to track which issue of the magazine is being sold, for example, for sales analysis or restocking purposes. + +![](../../../../images/eurd-win-bar-code-upc-supplemental-2.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **UPCSupplemental2**. + + ![](../../../../images/upc-supplemental-2-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md new file mode 100644 index 0000000000..8b09ecd3d7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md @@ -0,0 +1,21 @@ +--- +title: UPC Supplemental 5 +author: Anna Gubareva +--- +# UPC Supplemental 5 + +**5**-digit supplemental barcodes are used on books to indicate the suggested retail price. + +![](../../../../images/eurd-win-bar-code-upc-supplemental-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../../images/drag-and-drop-barcode.png) + +2. Set the control’s **Symbology** property to **UPCSupplemental5**. + + ![](../../../../images/upc-supplemental-5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md new file mode 100644 index 0000000000..6803308ae9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md @@ -0,0 +1,121 @@ +--- +title: Character Comb +author: Anna Gubareva +--- +# Character Comb + +## Overview +The **Character Comb** control displays text so that each character is printed in an individual cell. + +![](../../../../images/eurd-character-comb-example.png) + +To add a Character Comb to the report, drag the **Character Comb** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-add-character-comb-to-report.png) + +The number of cells displayed by the control in Print Preview depends on the **Can Shrink** and **Auto Width** settings. + +* If both these properties are enabled, the number of cells corresponds to the number of characters in the control's text. +* Otherwise, the number of cells corresponds to the specified cell size and the control size. + +See the [Content Layout and Position](#behavior) section to learn more on using these properties. + +You can also adjust the character comb's size to match its characters using the **Fit Bounds To Text** [toolbar](../../report-designer-tools/ui-panels/toolbar.md) button or context menu command: + +* If the **Word Wrap** option is enabled, the command keeps control content displayed in multiple lines. It decreases the control's height and adjusts the width to fit this content. + + ![](../../../../images/eurd-character-comb-fit-bounds-to-text-with-word-wrap.png) + +* If the **Word Wrap** option is disabled, the command adjusts the control's height and width to completely display the control's content in a single line. As a result, the number of cells corresponds to the number of characters. + + ![](../../../../images/eurd-character-comb-fit-bounds-to-text-without-word-wrap.png) + +When exporting this control to third-party formats, consider the following: +* When a report is exported to an XLS or XLSX file, the cells of the Character Comb correspond to the cells of a resulting Excel sheet. +* When a report is exported to a CSV (or TXT) file, the content of individual cells is separated (or spaced) by a specified **Separator** character. + +In most aspects, the Character Comb is similar to the [Label](Label.md) control from which it inherits most of its properties and its basic behavior. For general information about binding these controls to data and display summary function results, see the [Label](Label.md) topic. To learn about Character Comb specifics, see the following sections in this document. + +## Main Options +The following properties are specific to the Character Comb control: + +* **Cell Vertical Spacing** and **Cell Horizontal Spacing** + + Specify the spacing between adjacent cells (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)). These values do not depend on the specified border width of a control. + + The following image illustrates a Character Comb with **Cell Vertical Spacing** set to **15** and **Cell Horizontal Spacing** set to **5**. + + ![](../../../../images/eurd-character-comb-vertical-and-horizontal-spacing.png) + +* **Border Width** + + Specifies the width of cell borders in pixels, as a floating point value. + + When the cell spacing is set to zero, the borders of adjacent cells are merged (i.e., the actual border width is not doubled). + + The following images illustrate how cell spacing affects the **Border Width** property behavior: + + | Cell Spacing = 0 | Cell Spacing = 1 | + |---|---| + | ![](../../../../images/eurd-character-comb-border-without-spacing.png) | ![](../../../../images/eurd-character-comb-border-with-spacing.png) | + + When the control's content is to be printed on multiple pages, a page break horizontally splits the cell border based on the cell spacing setting, as shown below. + + | Cell Spacing = 0 | Cell Spacing > 0 | + |---|---| + |![](../../../../images/eurd-character-comb-on-multi-pages-without-spacing.png)| ![](../../../../images/eurd-character-comb-on-multi-pages-with-spacing.png) | + +* **Cell Size Mode** + + Specifies whether or not the cell size should depend on the current font size of a control. The following cell size modes are supported: + + * **Custom** + + The cell size is determined by the **Cell Height** and **Cell Width** property values and does not depend on the assigned font size. + + With this setting, the actual cell size is less than the specified **Cell Height** and **CellWidth** by the **Border Width** value. + + * **Auto Size** + + The cell size depends on the current font size of a control (the **Cell Height** and **Cell Width** properties are ignored). + + With this setting, the actual cell size does not depend on the specified border width of a control. + + * **Auto Height** + + Only the cell height depends on the current font size of a control (the **Cell Height** property is ignored), and the **Cell Width** value is specified manually. + + With this setting, the following behavior is expected: + + * The actual cell height does not depend on the specified border width of a control. + * The actual cell width is the difference between the specified **Cell Width** and **Border Width** values. + + * **Auto Width** + + Only the cell width depends on the current font size of a control (the **Сell Width** property is ignored), and **Cell Height** value is specified manually. + + With this setting, the following behavior is expected: + + * The actual cell width does not depend on the specified border width of a control. + * The actual cell height is the difference between the specified **Cell Height** and **Border Width** values. + +## Content Layout and Position +This section describes the **Character Comb** properties that affect the control's position on a page and content layout. + +The following image illustrates the behavior of the **Auto Width** property that specifies whether or not the width of a control depends on its text. + +| AutoWidth = true | AutoWidth = false | +|---|---| +| ![](../../../../images/eurd-character-comb-auto-width-true.png) | ![](../../../../images/eurd-character-comb-auto-width-false.png) | + +The following image illustrates the behavior of the **Can Shrink** property that specifies whether or not the height of a control depends on its text. + +| CanShrink = true | CanShrink = false | +|---|---| +| ![](../../../../images/eurd-character-comb-can-shrink-true.png) |![](../../../../images/eurd-character-comb-can-shrink-false.png) | + +The **Text Alignment** property specifies the alignment of text within a control. + +| TextAlignment = Top Left | TextAlignment = Middle Center | TextAlignment = Bottom Right | +|---|---|---| +| ![](../../../../images/eurd-character-comb-text-alignment-top-left.png) |![](../../../../images/eurd-character-comb-text-alignment-middle-center.png) | ![](../../../../images/eurd-character-comb-text-alignment-bottom-right.png) | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md new file mode 100644 index 0000000000..dd7af74677 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md @@ -0,0 +1,75 @@ +--- +title: Check Box +author: Anna Gubareva +--- +# Check Box + +The **Check State** property specifies the checkbox's state. + +![report-control-check-box](../../../../images/eurd-checkbox-checkstate.png) + +![report-control-check-box](../../../../images/eurd-checkbox-checkstates.png) + +The **Checked** property indicates whether the checkbox is checked (displays a check mark) or not (is empty). + +The **Text** property specifies the checkbox's caption. Double-click the checkbox to invoke its in-place editor and type the caption text. + +![report-control-check-box-text](../../../../images/eurd-label-inline-editor.png) + +## Bind to Data + +Drag a Boolean field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto your report. This adds a new checkbox to your report and binds its **Check State** property to the dragged field. + +![report-control-check-box-add-from-toolbox](../../../../images/eurd-checkbox-drag-from-fieldlist.png) + +If you add a checkbox from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md), click the control's [smart tag](../manipulate-report-elements/select-report-elements-and-access-their-settings.md), expand the **CheckState** property's **Expression** drop-down list and select a data field. This [binds](../bind-controls-to-data.md) your control's **CheckState** property to a data source field. + +![report-control-check-box-bind-to-data](../../../../images/eurd-chekbox-bind-to-data.png) + +The data field value specifies the checkbox's state: + +* **True** or **1** - activates the **Checked** state; +* **False** or **0** - activates the **Unchecked** state; +* Any other value - activates the **Indeterminate** state. + +You can [bind](../bind-controls-to-data.md) your control's **CheckState** the checkbox caption to a data source field. Click the control's [smart tag](../manipulate-report-elements/select-report-elements-and-access-their-settings.md), expand the **Expression** drop-down list and select the data field. + +The **Expression** option's ellipsis button invokes the **Expression Editor**. This Editor allows you to construct a complex binding expression with two or more fields. + +![report-control-check-box-bind-to-data](../../../../images/eurd-checkbox-expression-editor.png) + +Refer to the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information about the available data binding modes and how to create data-aware controls. + +## Interactivity + +Change the **Enabled** checkbox within the **Edit Options** group to specify if users can [change the checkbox state](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview. + +![report-control-check-box-interactivity](../../../../images/eurd-checkbox-enabled.png) + +You can create checkbox groups to make them behave like radio lists. To group checkboxes, set their **Group ID** option within the **Edit Options** group a group ID value. + +![report-control-check-box-interactivity](../../../../images/eurd-checkbox-groupid.png) + +## Customization + +The **Glyph Options** property provides access to glyph settings. + +* **Style** - specifies a predefined glyph style. + + ![report-control-check-box-customization](../../../../images/eurd-checkbox-glyph-style.png) + +* **Alignment** - specifies the glyph's alignment within the control. + + ![report-control-check-box-customization](../../../../images/eurd-checkbox-glyph-alignment.png) + +* **Size** - specifies the glyph size. + +* **Custom Glyphs** - specifies a custom glyph image for each checkbox state (Checked/Unchecked/Indeterminate). + + ![report-control-check-box-customization](../../../../images/eurd-checkbox-glyphoptions-customglyphs.png) + + The **Open File** dialog is invoked when you specify custom glyphs. + + ![report-control-check-box-customization](../../../../images/eurd-checkbox-glyphoptions-customglyphs-openfile.png) + + The selected glyph image is saved to the report definition .repx file. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md new file mode 100644 index 0000000000..89d4be712a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md @@ -0,0 +1,162 @@ +--- +title: Label +author: Anna Gubareva +--- +# Label + +## Label Overview + +The **Label** control displays plain text in a report. Drag the **Label** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area to add a Label control to it. + +![](../../../../images/eurd-win-drop-report-control-from-toolbox.png) + +Double-click the label to invoke its in-place editor and enter the static text. + +![](../../../../images/eurd-win-label-static-text.png) + +Press CTRL+Enter to submit text changes and exit the label's in-place edit mode. + +## Bind to Data +### Display Field Values + +You can [bind](../bind-controls-to-data.md) the label's **Text** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Expression** drop-down list and select the data field. + +![](../../../../images/eurd-win-label-bind-to-data-field.png) + +Click the **Expression** option's ellipsis button to invoke the **Expression Editor**. You can use this editor to construct a complex binding expression from two or more data fields. + +![](../../../../images/eurd-win-label-expression-binding.png) + +You can also drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new label bound to this field. + +![](../../../../images/eurd-win-label-drag-field-from-field-list.png) + +See the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information. + +The **Process Duplicates Mode**, **Process Duplicates Target** and **Process Null Values** options enable you to hide a control when a duplicated or null value appears in an assigned data source. + +![](../../../../images/eurd-win-label-process-duplicates-mode.png) + +You can also use the **Format String** property to specify output values' [format](../../shape-report-data/format-data.md). + +![](../../../../images/eurd-win-label-format-string.png) + +### Display Summaries + +Specify a data range in the **Summary Running** property and select the summary function in the **Summary Expression Editor** to make the label display a [summary function's result](../../shape-report-data/calculate-summaries/calculate-a-summary.md). + +![](../../../../images/eurd-win-label-summary-function.png) + +## Adjust the Label Size and Content +### Static Content + +You can change label size at design time to fit its static text. Right-click the label and select the **Fit Bounds To Text** toolbar button: + +* If the **Word Wrap** option is enabled, the command displays control content on multiple lines. It reduces control height and adjusts its width to fit its content. + + ![](../../../../images/eurd-win-label-fit-bounds-to-text-word-wrap-enabled.png) + +* If the **Word Wrap** option is disabled and the control's content is partially visible, the command adjusts the control size to display this content. + + ![](../../../../images/eurd-win-label-fit-bounds-to-text-word-wrap-disabled.png) + +The command's result also depends on the control's **Text Alignment** and **Right To Left** settings. + +Use the **Fit Text To Bounds** button to adjust the control's font size to fit its area. The **Word Wrap** option defines whether the text can occupy multiple lines or should be in a single line. + +![](../../../../images/eurd-win-label-fit-text-to-bounds.png) + +These commands are not available in the following cases: + +* A label's text is an empty string; +* A label's text is bound to data; +* A label's **Angle** property is specified. + +Use the **Line Spacing** property to define the spacing between lines of text in a label. The image shows the difference between spacing: + +![eurd-win-label-line-spacing](../../../../images/eurd-win-label-line-spacing.png) + +### Data-Bound Labels + +The **Can Grow** and **Can Shrink** properties allow you to increase or decrease the control's height according to its content in Print Preview mode. + +| Can Grow is enabled | Can Grow is disabled | +|---|---| +| ![](../../../../images/eurd-win-label-can-grow-true.png) | ![](../../../../images/eurd-win-label-can-grow-false.png) | + + +| Can Shrink is enabled | CanShrink is disabled | +|---|---| +| ![](../../../../images/eurd-win-label-can-shrink-true.png) | ![](../../../../images/eurd-win-label-can-shrink-false.png) | + +The **Auto Width** property specifies whether to adjust a data-bound label's width to its content. + +You can also use the opposite **Text Fit Mode** property to adjust a control's font size to fit its boundaries in Print Preview. This property is not available if the **Can Grow**, **Can Shrink** or **Auto Width** option is enabled. + +| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | +|---|---|---|---| +| ![](../../../../images/eurd-win-label-text-fit-mode-none.png) | ![](../../../../images/eurd-win-label-text-fit-mode-grow-only.png) | ![](../../../../images/eurd-win-label-text-fit-mode-shrink-only.png) | ![](../../../../images/eurd-win-label-text-fit-mode-shrink-and-grow.png) | + +See the [Arrange Dynamic Report Content](../../lay-out-dynamic-report-content.md) topic for more information. + +### Convert Labels to Table + +You can convert multiple labels to a [table](../use-tables.md) to simplify control alignment. + +Hold CTRL or SHIFT and click labels to select them. Right-click any of the selected labels and select **Convert To Table** from the context menu. A table with one row is added to the report instead of the selected labels. + +![](../../../../images/eurd-win-label-convert-to-table.png) + +The **Convert To Table** option is not available if any of the selected labels overlap horizontally. + +![](../../../../images/eurd-win-label-labels-overlap.png) + +The created table occupies horizontal space from the leftmost label's left edge to the rightmost label's right edge, and vertical space from the topmost label's top edge to the lowest label's bottom edge. + +The horizontal gap between labels is included in the left cell. + +![](../../../../images/eurd-win-table-space-between-labels.png) + +The table cells copy all property values from the labels. + +## Interactivity + +Check the **Enabled** option in the **Edit Options** category to allow users to [edit a label's content](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview mode. + +![](../../../../images/eurd-win-label-edit-options-enabled.png) + +Click this label in a previewed document to invoke the editor. + +![](../../../../images/eurd-win-label-content-editing-in-print-preview.png) + +Use the label's **Interactive Sorting** option to allow users to click this label in Print Preview to sort report data. Set the **Target Band** property to the Group Header or Detail band, and specify the data field in the **Field Name** property. + +![](../../../../images/eurd-win-label-interactive-sorting-options.png) + +Refer to [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for a step-by-step tutorial. + +## Markup Text + +Enable the **Allow Markup Text** property to format the label's text with markup tags. + +![](../../../../images/eurd-label-markup.png) + +**Label** supports the following tags: + +| Tag | End Tag | Supported in XLS / XLSX Export| Supported in DOCX Export| Description | +| --- | ------- | --- | --- | ----------- | +| **<br>** | **</br>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) |Inserts a single line break. Enable the **WordWrap** property to use this tag. | +| **<nbsp>** | - | ![](../../../../images/yes.png) |![](../../../../images/yes.png) | Inserts a space. | +| **<color**=_value_**>** | **</color>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) | Specifies the text color. | +| **<backcolor**=_value_**>** | **</backcolor>** | |![](../../../../images/yes.png) | Specifies the background color. | +| **<size**=_value_**>** | **</size>** | ![](../../../../images/yes.png) |![](../../../../images/yes.png)| Specifies the font size. | +| **<b>** | **</b>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) | Defines bold text. | +| **<i>** | **</i>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) |Defines italic text. | +| **<s>** | **</s>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) |Defines strikethrough text. | +| **<u>** | **</u>** | ![](../../../../images/yes.png) | ![](../../../../images/yes.png) | Defines underlined text. | +|**<r>**|**</r>**||![](../../../../images/yes.png)| Defines regular text. This resets any bold, italic, underlined, or strikethrough formats specified with tags or applied in the control’s appearance settings.| +|**<sub>**|**</sub>**|| ![](../../../../images/yes.png)| Specifies that the text is smaller and displayed lower than the previous character. Export to DOCX does not support nested sub elements. For example, double subscript: 2<sub>2<sub>2</sub></sub>| +|**<sup>**|**</sup>**|| ![](../../../../images/yes.png)|Defines that the text is smaller and displayed higher than the previous character. Export to DOCX does not support nested sup elements. For example, double superscript: 2<sup>2<sup>2</sup></sup>| +| **<image=**_value_**>** | - |![](../../../../images/yes.png) |![](../../../../images/yes.png) | Inserts an image from the report's named image collection. Supports both raster images and SVG images. Use the report's **Image Resources** property to provide images and reference them by their **Id**. The **image** tag's **size** attribute sets the image display pixel size. If the specified width/height exceeds the label's width/height, it is reduced to display the entire image. Specify the **size** attribute after the tag's value followed by the ";" character. | +| **<href=**_value_**>** | **</href>** | |![](../../../../images/yes.png) | Displays a hyperlink. The value string specifies the hyperlink source, and the string between the opening and closing tags is the text to display. | +|**<font>**|**</font>**|![](../../../../images/yes.png)|![](../../../../images/yes.png)|Specifies the font family. You can combine it with the color and size settings within a single tag.| diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md new file mode 100644 index 0000000000..af2396e60a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md @@ -0,0 +1,22 @@ +--- +title: Page Break +author: Anna Gubareva +--- +# Page Break + + +The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. + +You can add this control by dragging the **Page Break** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-page-break-to-report.png) + +This control is visually represented by a short line attached to the report's left margin. + +The Page Break control is useful when you need to insert a page break between controls within a [report band](../../introduction-to-banded-reports.md) (for example, to divide subreports so that the second subreport starts printing on a new page). + +![](../../../../images/eurd-win-page-break-between-subreports.png) + +You can also insert a page break before or after a specific report band using the band's **Page Break** property. + +![](../../../../images/eurd-win-band-page-break-property.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md new file mode 100644 index 0000000000..6d96abb2f2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md @@ -0,0 +1,30 @@ +--- +title: Page Info +author: Anna Gubareva +--- +# Page Info + +The **Page Info** control is used to display auxiliary information on report pages, such as date, time, page numbers or user name. + +To add a new Page Info control to a report, drag the **Page Info** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) and drop it onto the required report band. + +![](../../../../images/eurd-win-add-page-info-to-report.png) + +Use the **Page Information** property to define the kind of information the control displays: page numbers, system date-time, or user name. + +![](../../../../images/eurd-win-page-info-information-kind.png) + +For examples of different uses of this control, see the corresponding tutorials: + +* [Add Page Numbers](../../add-navigation/add-page-numbers.md) +* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) +* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) + +> [!NOTE] +> Because usually this information is displayed in the Page Header/Footer and Top/Bottom Margin bands, you cannot bind the **Page Info** property to a field from a data source. So, in order to display dynamic information, use the [Label](label.md) or [Rich Text](rich-text.md) controls instead. + +In addition, a format string can be applied to a control's contents. For example, you can change the control's format to **Page {0} of {1}** using the **Text Format String** property. + +![](../../../../images/eurd-win-page-info-text-format-string.png) + +When a report contains at least one [group](../../shape-report-data/group-and-sort-data/group-data.md), you can specify individual page numbers for report groups by setting the **Running Band** property to the name of the required group. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md new file mode 100644 index 0000000000..85bdb15ea5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md @@ -0,0 +1,41 @@ +--- +title: Panel +author: Anna Gubareva +--- +# Panel + +The **Panel** control is a container that frames separate report controls and allows you to move, copy and paste them. The panel also visually unites report controls in Print Preview (for instance, with borders or a uniform color background). + +To add a panel to a report, drag the **Panel** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) and drop it onto the required report band. + +![](../../../../images/eurd-win-add-panel-control-to-report.png) + +Drop the desired report controls onto the panel to combine them to a group. + +![](../../../../images/eurd-win-add-report-controls-to-panel.png) + +You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. + +![](../../../../images/eurd-win-panel-control-moving.png) + +The [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) displays controls placed onto a panel as its subordinate nodes. + +![](../../../../images/eurd-win-panel-structure-in-report-explorer.png) + +The panel cannot contain the following report controls: +* [Pivot Grid](../use-charts-and-pivot-grids.md) +* [Subreport](../use-basic-report-controls/subreport.md) +* [Page Break](../use-basic-report-controls/page-break.md) +* [Table of Contents](../use-basic-report-controls/table-of-contents.md) +* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) + +If a panel includes only one control, you can use the **Fit Bounds to Container** command in the context menu or in the **Layout** toolbar tab. This command resizes the control so that it occupies all the available container space (excluding borders). + +![](../../../../images/eurd-win-panel-fit-bounds-to-container.png) + +You can also enable the panel's **Can Shrink** property to automatically adjusts the panel's size to fit all the inner controls. For instance, this allows preventing blank areas when you [conditionally hide specific controls](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md). + +![](../../../../images/eurd-win-panel-can-shrink-property.png) + +> [!NOTE] +> The Panel control cannot span several [report bands](../../introduction-to-banded-reports.md) as [cross-band controls](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) can. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md new file mode 100644 index 0000000000..57a572f975 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md @@ -0,0 +1,137 @@ +--- +title: PDF Content +author: Sergey Andreev +--- + +# PDF Content + +The **PDF Content** control allows you to render PDF file content in two ways: + +* *Default*. Render each PDF file page as a separate report page. + + ![Render PDF content on separate pages](../../../../images/eurd-win-pdf-content-diagram.png) + +* Embed PDF content into a report. + + ![Embed PDF content to a report](../../../../images/xrpdfcontent-generate-own-pages-on.png) + + Refer to the following documentation section for more details: [Embed PDF File Content into a Report](#embed-pdf-file-content-into-a-report). + +## Add the PDF Content Control to a Report + +Drop the **PDF Content** item from the Toolbox onto a [band](../../introduction-to-banded-reports.md) on the design surface. + +![Drop the PDF Content control from Toolbox](../../../../images/xrpdfcontent-drop-from-toolbox.png) + +You can also copy a PDF document from an external application and paste it in your report, or drag a document and drop it onto the design surface. + +![Drag a PDF file from an external resource to a report band](../../../../images/xrpdfcontent-drag-file.png) + +The dragged file's content is assigned to the control's **Source** property as [binary data](#specify-pdf-data). + +## Specify PDF Content + +Use one of the following methods: + +* [Specify binary PDF data](#specify-pdf-data) + + This data is stored in the report file. The source of this data does not need to be available when the report is rendered. + +* [Specify a reference to a PDF document](#specify-a-reference-to-a-pdf-document) + + The reference to the document is stored in the report definition file. The referenced document should be available when the report is rendered. + +### Specify PDF Data + +Expand the **PDF Content** control's smart tag, click the **Source** property's ellipsis button, and select a PDF file. + +![Click the Source property's ellipsis button and select PDF file](../../../../images/xrpdfcontent-source-ellipsis.png) + +When users save a report, the **Source** property value persists in the report file. + +You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). + +### Specify a Reference to a PDF Document + +Expand the **PDF Content** control's smart tag, click the **Source URL** property's ellipsis button, and select a PDF file. + +![Click the Source URL property's ellipsis button and select PDF file](../../../../images/xrpdfcontent-sourceurl-ellipsis.png) + +To specify a PDF document location on the Web, assign a document URL to the **Source URL** property. + +![Assign a Web URL to the Source URL property](../../../../images/xrpdfcontent-sourceurl.png) + +You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source Url** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). + +When users save a report, the URL or path specified in the **Source URL** property is included in the report file. The PDF document should be available at the specified location when a report is printed or rendered in Preview. + +The **Source Url** property value takes precedence over the **Source** property value. If you specify both properties, **PDF Content** includes the content specified by **Source Url**. If the file specified in the **Source Url** property cannot be loaded, the PDF data from the **Source** property is used. + +### Use Expressions + +Expand the **PDF Content** control's smart tag and click the **Expression** property's ellipsis button below the **Source** or **Source URL** property. + +![Assign an expression to the Source URL property](../../../../images/xrpdfcontent-sourceurl-expression.png) + +Use the invoked **Expression Editor** to create an expression that identifies the source of a PDF file. + +## Embed PDF File Content into a Report + +[Add](#add-the-pdf-content-control-to-a-report) the **PDF Content** control to a report, [specify](#specify-pdf-content) a PDF file location, and disable the control's **Generate Own Pages** property. + +![Disable the Generate Own Pages property](../../../../images/disable-generate-own-pages-property.png) + +### Use Cases + +* Create a report with PDF file content and headers / footers that are printed on PDF file pages. + +* Print pictures, bar codes, page numbers, a report watermark, and other elements over the content of a PDF file. + +* Create a report document with paper kind that differs from PDF pages paper kind. Refer to the following section for instructions: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). + +* Append PDF file content to report content and add sequential numbering to all report pages. For this, add PDF file content as a subreport to your report as described in the following section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Then, [add page numbers](../../add-navigation/add-page-numbers.md) to both the subreport and main report. + +* Design a pre-printed form and use PDF file as a watermark. + + If your PDF file contains one page, follow the steps below: + 1. Embed this page into a report's *Detail* band. + 2. Remove the report's margins to prevent duplication with PDF page margins. + 3. Adjust the page size to make it fit the entire *Detail* band. + + If your PDF file contains multiple pages, do the following: + 1. Create a subreport for each of the pages. Follow the instructions in this section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Use the **PDF Content** control's **Page Range** property to specify the PDF file page that should be included to a subreport. + 2. Include each of these subreports to one report. + +### Fit PDF File's Page Size to Report's Page Size + +A PDF file and a report to which you embed PDF file content might have different paper kind. PDF file pages can also be generated with double margins: page margins and report margins. + +This section explains how to set the same paper kind for a report and its embedded PDF file and how to include only the PDF file's page margins to the report. The main idea is to create a subreport that includes PDF pages in embedded mode, and then, add this subreport to the main report that contains initial content. + +1. Create a blank report. Set the report's **Paper Kind** property to the paper kind of the main report to which you want to embed PDF content. + +2. Drop the **PDF Content** control from the **Toolbox** onto the created report's _Detail_ band, specify a PDF file source, and disable the control's **Generate Own Pages** property. + + ![Add Pdf Content control to a report](../../../../images/xrpdfcontent-add-to-a-report.png) + +3. Remove the report's margins and adjust the **PDF Content** control size to make PDF content fit the entire *Detail* band. + + ![Adjust the Pdf Content control's size](../../../../images/xrpdfcontent-adjust-size.png) + +4. Add the report as a subreport to your main report. Use the [Subreport](subreport.md) control with the **Generate Own Pages** property enabled. + + ![Add the Pdf Content control as a subreport to the main report](../../../../images/xrpdfcontent-add-as-subreport.png) + + The following image demonstrates the main report's Preview: + + ![The main report's Preview](../../../../images/xrpdfcontent-main-report-preview.png) + +## Limitations + +* PDF content is displayed as an image in Preview. Users cannot select text in PDF content. To allow users to select text, export the report to PDF. + +* You cannot add the **PDF Content** control to the following bands: + * **Top Margin** / **Bottom Margin** + * **Page Header** / **Page Footer** + * **Group Header** / **Group Footer** bands (if their **Repeat Every Page** properties are enabled). + * **Vertical Header** / **Vertical Detail** / **Vertical Total** diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md new file mode 100644 index 0000000000..b4d33d8cff --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md @@ -0,0 +1,82 @@ +--- +title: PDF Signature +author: Sergey Andreev +--- +# PDF Signature + +**PDF Signature** is a control that adds a visual signature to a report exported to PDF. + +You can sign a report document when you export it to PDF. The signature information you specify is saved to the document's **PDF Signature Options**. The **PDF Signature** control visualizes the document signature information: + +* Certificate name +* Distinguished name +* Location +* Signature date +* Signature reason + +![PDF Signature Overview](../../../../images/eurd-win-pdf-signature-overview.png) + +> [!TIP] +> For more information on how to create, export, and sign a report, refer to the following tutorial: [Reports with a Visual PDF Signature](../../create-reports/reports-with-visual-pdf-signature.md). + +## Add a Signature Control to a Report + +Drop the **PDF Signature** control from the **Toolbox** onto a report. + +![Drop PDF Signature from the Toolbox](../../../../images/eurd-win-pdf-signature-drop-from-toolbox.png) + +## Report with Multiple Signatures + +The first **PDF Signature** control is added to a report with the **Display Document Signature** property enabled. This control visualizes the document signature information. + +Other **PDF Signature** controls are added with the **Display Document Signature** property disabled. When a report is exported to PDF, these controls are converted to signature form fields. Users can open an exported file in a PDF editor and put their signatures in these fields. + +![Multiple Controls](../../../../images/eurd-win-pdf-signature-multiple.gif) + +Enable a control's **Display Document Signature** property to make it visualize the document's signature information. This property becomes disabled for all other signature controls. + +If all signature controls have the **Display Document Signature** property disabled, the signature information is added to an exported file but is not displayed. + +## Specify Signature Options + +Expand the control's smart tag and enable check boxes for the signature fields that you want to display. + +* **Image Display Mode** + + Specifies whether the control shows the signature image. The following property values are available: + + * **Show** + + The control shows a sample signature image. If an exported document is signed, the converted PDF form field shows the actual signature image. + + ![Show Certificate Image](../../../../images/eurd-win-pdf-signature-showcertificateimage.png) + + * **Hide** + + The control does not show a signature image. + + ![Hide Certificate Image](../../../../images/eurd-win-pdf-signature-hidecertificateimage.png) + + * **Show Certificate Name As Image** + + The control shows a sample certificate name in place of a signature image. When an exported document is signed, the converted PDF form field shows the actual certificate name. + + ![Show Certificate Name as Image](../../../../images/eurd-win-pdf-signature-showcertificatenameasimage.png) + +* **Display Document Signature** + + Specifies whether the control displays the document signature information. For more information, refer to the following section: [Report with Multiple Signatures](#report-with-multiple-signatures). + +The signature control shows the **certificate name**, **distinguished name**, **location**, **signature date**, and **signature reason**. Disable the corresponding options in the control's smart tag to hide these fields. + + ![Disable Signature Options](../../../../images/eurd-win-pdf-signature-disable-options.png) + +Disable the **Show Captions** property to exclude captions from the fields listed above. + + | Show Captions Enabled | Show Captions Disabled | + | --- | --- | + | ![Show Captions Enabled](../../../../images/eurd-win-pdf-signature-show-captions-enabled.png) | ![Show Captions Disabled](../../../../images/eurd-win-pdf-signature-show-captions-disabled.png) | + +## Limitations + +The **PDF Signature** control is not exported to non-PDF formats. A placeholder is added to exported documents instead. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md new file mode 100644 index 0000000000..c404a655bb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md @@ -0,0 +1,157 @@ +--- +title: Picture Box +author: Anna Gubareva +--- +# Picture Box + +## Overview + +Use the **Picture Box** control to add images to a report. The images can have one of the following formats: BMP, JPG, JPEG, GIF, TIF, TIFF, PNG, ICO, DIB, RLE, JPE, JFIF, EMF, WMF, SVG. + +To add the **Picture Box** control to a report, drag the **Picture Box** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-picture-box-to-report.png) + + +Specify one of the following properties to set an image: + +- **Image Source** + Save the image to the report definition. +- **Image Url** + Only save a path to the image. + +![](../../../../images/eurd-win-picture-box-image-property.png) + +## Assign an External Image + +Click the **Image Source** / **Image URL** property's ellipsis button to invoke the **Open File** dialog. + +![](../../../../images/eurd-win-ImageSource-OpenFileDialog.png) + +The selected image or its URL is saved to the report definition **.repx** file. + +## Assign an Image from the Report's Image Collection + +Set the report's **Image Resources** property. + +![](../../../../images/eurd-win-ImageResources-Editor.png) + +Click the **Picture Box**'s smart tag. In the invoked menu, click the **Expression** option's ellipsis button to open the **Expression Editor**. Choose an image from the **Images** collection: + +![ImageSource-OpenFileDialog](../../../../images/eurd-win-ImageSource-ExpressionEditor-ImagesCollection.png) + + +## Bind a Picture Box to Data + +Use one of the following techniques to add the **Picture Box** control that obtains an image from a data source. + +- Click the control's smart tag. In the invoked menu, expand the **Expression** drop-down list for the **Image Source** property and select a data field. + + ![](../../../../images/eurd-win-picturebox-set-field.png) + + You can bind the **Image Url** property to data in a similar way. In this instance, the URL that specifies the image location is obtained from the data source. + + Click the **Expression** option's ellipsis button to invoke the **Expression Editor**. Use this editor to construct a [binding expression](../../use-expressions.md) that can include two or more data fields. + +- Drag an image data field from the report's [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto a report band. + + ![](../../../../images/eurd-win-picture-box-drop-from-field-list.png) + +- Right-click a data field in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto a report band. Select the **Picture Box** item in the invoked context menu. + + ![](../../../../images/eurd-win-picture-box-drop-right-click.png) + + +See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for more information about how to create data-aware controls. + +## SVG Support Limitations + +The **Picture Box** control does not support the following SVG content: + +- Gradient colors +- Text (you can convert text to curves as a workaround) +- Animations +- External .css styles + +Export (except for PDF) has the following limitations: + +- SVG images are converted to metafiles because document viewers may not support SVG format. + +- SVG images are exported as PNG in the Microsoft Azure environment. + + +The **Medium Trust** permission level does not support SVG. + +## Image Size Modes + +Use the **Sizing** property to specify an image's position in the Picture Box. + +![](../../../../images/eurd-win-picture-box-sizing-property.png) + +This control supports the following image size modes: + +* **Normal** + + The image is displayed at the top left corner with its original dimensions. The image is clipped if it does not fit the control's boundaries. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-normal.png) + +* **Stretch Image** + + The image is stretched or shrunk to fill the control's width and height. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-stretch-image.png) + +* **Auto Size** + + The control's dimensions are adjusted to the image's size. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-auto-size.png) + +* **Zoom Image** + + The image is resized proportionally without clipping it to fit the control dimensions. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-zoom-image.png) + +* **Squeeze** + + The image is centered and shown full-size if the control dimensions exceed the image size. Otherwise, the image is resized to fit the control's boundaries. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-squeeze.png) + +* **Tile** + + The original image is replicated within the control starting from the top left corner. The replicated image is clipped if it does not fit the control's boundaries. + + ![](../../../../images/eurd-win-picture-box-image-size-mode-tile.png) + +You can also use the **Image Alignment** property in the **Normal**, **Squeeze** and **Zoom Image** modes to specify the alignment in relation to the control's boundaries. + +## Image Orientation + +The **Use Image Metadata** option allows you to specify whether to take into account the Exif metadata orientation of the image displayed in the **Picture Box** control. + +The Exif orientation property helps applications display the image in its intended orientation, regardless of how it was captured by the camera. This property contains a numerical value that specifies how much a saved image should be rotated to achieve a correct viewing angle. + +For example, if you capture a photo in portrait mode (holding the camera vertically), the camera may save the image in a landscape orientation. This can lead to the image appearing sideways or upside down when viewed on a computer or other devices. + +When you set **Use Image Metadata** to true, the **Picture Box** control reads the orientation property value and displays the image according to this value. + +The example below illustrates the use of the **Use Image Metadata** option. The **Picture Box** displays an image whose orientation in Exif metadata is 90 degrees clockwise. If you enable the **Use Image Metadata** option property, the image is rotated 90 degrees clockwise to orientate it correctly. + +![XRPictureBox image orientation](../../../../images/picture-box-use-image-metadata-example.png) +## Interactivity + +You can add a possibility to load/change an image and/or draw a signature in a picture box when it is displayed in Print Preview. To do this, enable the **Edit Options** | **Enabled** property. + +![picture-box-enable-content-editing](../../../../images/eurd-win-picture-box-enable-content-editing.png) + +Click the picture box in a previewed document and an editor invokes. + +![picture-box-content-editing](../../../../images/eurd-win-picture-box-content-editing.png) + +> [!Tip] +> You can draw borders for the picture box to make the editor visible in Print Preview, if an image is not specified. + +Refer to the [Content Editing in Print Preview](../../provide-interactivity/edit-content-in-print-preview.md) topic for details and to the [Interactive E-Forms](../../create-reports/interactive-e-forms.md) tutorial to see how the E-Form demo report uses this picture box mode. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md new file mode 100644 index 0000000000..66762a8ea6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md @@ -0,0 +1,124 @@ +--- +title: Rich Text +author: Anna Gubareva +--- +# Rich Text + +## Overview +The **Rich Text** control displays formatted text (static, dynamic or mixed) in your report. + +To add this control to a report, drag the **Rich Text** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-rich-text-to-report.png) + +You can load RTF or HTML content from an external file. Click the control's smart tag and select **Load File**. + +![](../../../../images/eurd-win-rich-text-load-file.png) + +In the invoked **Open** dialog, use the drop-down list to define the file's extension (**.rtf**, **.docx**, **.txt**, **.htm** or **.html**), select the file and click **Open**. + +You can double-click the Rich Text to invoke its in-place editor and enter static text. Use the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Font** group to format the text. + +![](../../../../images/eurd-win-rich-text-in-place-editor.png) + +Press CTRL+Enter to submit changes and exit the in-place editor. + + +> [!NOTE] +> The Rich Text's content is exported as plain text only when exporting to XLS or XLSX format. + +## Bind to Data + +You can [bind](../../use-report-elements/bind-controls-to-data.md) the control's **RTF** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Rtf Expression**'s drop-down list and select the data field. + +![](../../../../images/eurd-win-rich-text-bind-to-data.png) + +You can bind the control to a data field that provides HTML content in the same way. To do this, click the control's smart tag and use the **Html Expression**'s drop-down list. + +Click the **Rtf Expression** or **Html Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields. + +You can also drag and drop any field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) with the right mouse button and select the **Rich Text** menu item. This creates a new Rich Text control bound to this field. + +![](../../../../images/eurd-win-rich-text-drop-fom-field-list.png) + +The Rich Text also enables you to merge data fields and static content in its text. + +![](../../../../images/eurd-win-rich-text-mail-merge.png) + +See the [Bind Controls to Data](../bind-controls-to-data.md) and [Use Embedded Fields](../use-embedded-fields-mail-merge.md) topics for more information. + +## Markup Text + +### Supported Tags + +The table below lists the supported HTML tags. External links are processed for inline pictures and style sheets (CSS files). The ID and Class attributes are interpreted for all tags, including the unlisted ones. These attributes are used to specify a style for content within a certain tag. + +| Tag | Attributes | Notes | +---------|----------|--------- +| a | dir | | +| b | dir | | +| base | | | +| basefont | size
color
face
dir | | +| big | dir | | +| blockquote | dir | | +| br | dir | | +| center | dir | | +| code | dir | | +| del | cite
datetime | | +| div | page-break-before
page-break-after
page-break-inside
background-color
border (CSS)
dir | Only the **always** property value is supported for the **page-break-before** tag. | +| em | dir | | +| font | size
color
face
dir | | +| h1-h6 | align
dir | | +| head | | | +| html | | | +| hr | align
color
noshade
size
width | | +| i | dir | | +| ins | cite
datetime | | +| img | align
src
height
width | If the **align** attribute is not specified, the image is considered as inline. | +| li | type
value
dir | | +| link | href
type
media
dir | | +| meta | | | +| ol | type
value
align
dir | | +| p | align
dir | | +| script | | Text inside this tag is ignored. | +| small | | | +| span | | | +| strike | dir | | +| strong | dir | | +| style | | | +| sub | dir | | +| sup | dir | | +| table | align
bgcolor
border
bordercolor
cellpadding
cellspacing
dir
width | The **dir** attribute reorders table columns. | +| td | align
bgcolor
bordercolor
colspan
height
nowrap
rowspan
text-align
valign
width | The **align** tag is supported in the Internet Explorer only.
The **Rich Text** control's interpretation of the **bordercolor** attribute is different from the HTML browser. | +| th | any allowed | | +| tr | align
bgcolor
bordercolor
height
text-align
valign | The **align** attribute is supported in the Internet Explorer only. | +| title | | Text inside this tag is ignored. | +| u | dir | | +| ul | dir | | + +### Unsupported Tags + +* <base> tag with _href_ attribute; +* <div> tag with _border_, _align_ and _float_ CSS attribute; +* <li> tag with _list-style-image_ CSS attribute; +* <margin> tag; +* <tab> tag; +* <table> tag with _cols_ attribute; +* <td> tab with _bordercolor_ and _nowrap_ attributes; +* _!important_ declaration; +* _word-wrap_ and _break-word_ css properties; +* css3 shapes; +* <ui> tag with _type_ attribute. + +### Export to Excel + +When a report is exported to XLS or XLSX, the following rich-text content is converted from **Rich Text** controls into Excel-native rich-text content: + +| | HTML Tags and RTF Equivalents | +| --- | --- | +| Text format | \, \, \, \, \, \ | +| Line break | \
| +| Non-breaking space | \  | +| Font | \ | +| Font size | \ | +| Foreground color | \ | diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md new file mode 100644 index 0000000000..622e5983fb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md @@ -0,0 +1,32 @@ +--- +title: Subreport +author: Anna Gubareva +--- +# Subreport + +The **Subreport** control is used to embed other reports into the current report. + +To add this control to a report, drag the **Subreport** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-add-subreport-to-report.png) + +The Subreport control allows you to solve the following tasks: + +* **Reuse reports**, if there is a particular report structure (template) that needs to be included in many reports; for instance, a report header that always contains the same information (the company information, logo, date, etc.). + +* [Create master-detail reports](../../create-reports/master-detail-reports-with-subreports.md) +* [Merge reports](../../merge-reports.md) + +Use one of the following properties to provide the report source: + +* **Report Source** + + Determines a report to be included as a subreport. + + If report classes of the application that invoked the Report Designer are compiled into one assembly, then they are available as items in this combo box. + +* **Report Source URL** + + Defines a URL of a report file (*.REPX), to use as a report source. + +Double-click a subreport to open its associated report in a new Report Designer tab. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md new file mode 100644 index 0000000000..da9c0fa587 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md @@ -0,0 +1,28 @@ +--- +title: Table of Contents +author: Anna Gubareva +--- +# Table of Contents + +## Overview +Once [bookmarks](../../add-navigation/add-bookmarks-and-a-document-map.md) have been assigned to specific report elements, you can generate a table of contents that displays page numbers containing the elements included into the document map. + +To implement a table of contents, drop the **Table Of Contents** control from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. If the report does not contain a [Report Header](../../introduction-to-banded-reports.md) at the moment, it is created automatically so that the table of contents can be added to it. + +![](../../../../images/eurd-win-add-table-of-contents-to-report.png) + +The following image illustrates the difference in displaying information by a table of contents within a report and in a published document. + +![](../../../../images/eurd-win-table-of-contents-example.png) + + +## Table of Contents Structure +The table of contents contains the following elements: + +1. A title that displays text and formatting options specified by the **Level Title** property. + +2. One or more document levels that provide individual formatting settings to specific nodes of a document map's tree. To access the collection of levels, use the **Levels** property. + + Unless levels have been added to a table of contents, a single default level is used to provide common settings to the elements of a document map for which no specific level has yet been assigned. + +Refer to the [Add a Table of Contents](../../add-navigation/add-a-table-of-contents.md) topic for a step-by-step tutorial. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md similarity index 91% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md index 2d0f9b0c37..452d03e843 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md @@ -23,7 +23,7 @@ Use the **Chart** control to add a chart to a report. To migrate an existing Pivot Grid control to a new Cross Tab control, click the Pivot Grid's smart tag and select **Convert to Cross Tab**. -![](../../../../images/eurd-win-xrpivotgrid-convert-to-cross-tab.png) +![](../../../images/eurd-win-xrpivotgrid-convert-to-cross-tab.png) Note that the Cross Tab does not support specific Pivot Grid functionality: @@ -34,4 +34,4 @@ Note that the Cross Tab does not support specific Pivot Grid functionality: If the conversion result does not suit your requirements, you can restore the Pivot Grid. Click the Cross Tab's smart tag and select **Revert to Original Pivot Grid**. -![](../../../../images/eurd-win-xrcrosstab-revert-to-pivot-grid.png) +![](../../../images/eurd-win-xrcrosstab-revert-to-pivot-grid.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md new file mode 100644 index 0000000000..2da625a894 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md @@ -0,0 +1,84 @@ +--- +title: Add a Chart (Set Up Series Manually) +author: Anna Gubareva +--- +# Add a Chart (Set Up Series Manually) + +This document demonstrates how to add a chart to a report, provide data for chart series, and set up chart elements. This topic shows two chart series based on the same data source. You can use different data sources for different series. + +![](../../../../images/eurd-win-chart-manual-setup-example.png) + +## Add a Chart to a Report + +1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). + + ![](../../../../images/eurd-win-chart-add-to-report.png) + + The **Chart Designer** wizard is invoked. Disable the **Display the designer every time a new chart is added** option if you do not want to trigger the wizard the next time you create a chart. + + ![](../../../../images/eurd-win-chart-designer-display-every-time.png) + + Close the wizard at this stage. + +2. Click the chart's [smart tag](../manipulate-report-elements/select-report-elements-and-access-their-settings.md) to bind the chart to data. Expand the **Data Source** property's drop-down and click **Add New Data Source**. + + ![](../../../../images/eurd-win-add-chart-data-source.png) + +3. The invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) enables you to create a data source and [bind](../../bind-to-data.md) the chart to it. + +> [!NOTE] +> Ensure that the report's **Data Source** property is set to **None** when you place a chart into the **Detail** band. Otherwise, the chart is repeated as many times as there are records in the report's data source. + +## Add Series to the Chart + +1. Select the chart. Switch to the **Chart Tools** toolbar tab and click **Run Designer**. + + ![](../../../../images/eurd-win-chart-run-designer-button.png) + +2. Add a new series to the chart. + + * Locate **Series** in the chart elements tree and click the plus button. + * Select the series type (for example, **Bar**) from the invoked list. + + ![](../../../../images/eurd-win-chart-designer-add-new-series.png) + +3. Populate the created series with points. + + - Switch to the **Data** tab. + - Select a data source from the drop-down list. + - Drop data fields onto the **Argument** and **Value** cells to define the series' points. + + ![](../../../../images/eurd-win-chart-designer-bind-series-to-data.png) + +4. Filter series data. + + - Switch to the **Properties** tab. + - Click the **Filter String** property's ellipsis button. + - Construct filter criteria in the invoked **FilterString Editor** and click **OK**. + + ![](../../../../images/eurd-win-chart-designer-data-filter.png) + +5. Create another series with the same settings. Select the **Point** view type for this series. + +## Customize the Chart + +Improve the chart's appearance: + +* Remove the chart legend, because the chart series are bound to the same data. Select **Legend** in the chart elements tree and disable the **Visibility** check box in the **Options** tab. + + ![](../../../../images/eurd-win-chart-designer-remove-legend.png) + +* Select the **Label** node under **Series 1** and disable the **Visibility** check box to hide point labels. +* Customize the **Series 2** markers' appearance. Set **Size** to **12** and **Kind** to **Inverted Triangle** to replace the default circle with an upside down triangle. + + ![](../../../../images/eurd-win-chart-designer-marker-appearance.png) + +* Customize the chart's appearance settings. For instance, select **Nature Colors** from the drop-down **Palette** list. + + ![](../../../../images/eurd-win-chart-designer-set-palette.png) + +## View the Result + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to preview your report. + +![](../../../../images/eurd-win-chart-manual-setup-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md new file mode 100644 index 0000000000..ae106d74b1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md @@ -0,0 +1,62 @@ +--- +title: Add a Chart (Use a Series Template) +author: Anna Gubareva +--- + +# Add a Chart (Use a Series Template) + +This document describes how to create a report with a **Chart** control bound to data and generate all series automatically based on a common template. + +![](../../../../images/eurd-win-chart-auto-created-series-example.png) + +## Add a Chart to a Report + +1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). + + ![](../../../../images/eurd-win-chart-add-to-report.png) + + After you drop the chart, the **Chart Designer** is automatically invoked if its **Display the designer every time a new chart is added** option is enabled. Close the designer at this step. + +2. Open the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Chart Tools** contextual tab and click **Add Data Source** to bind the chart to data. + + ![](../../../../images/eurd-win-chart-add-data-source-button.png) + + +3. The invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) enables you to assign a data source to the chart. Bind the chart to a data source as described in the [Bind to Data](../../bind-to-data.md) section. + +4. Click the chart's smart tag and make sure that the **Data Source** and **Data Member** properties were specified correctly. + + ![](../../../../images/eurd-win-chart-auto-created-series-data-source.png) + + +> [!NOTE] +> The report's **Data Source** property should be set to **None** because the Chart is in the Detail band. When a report has its **Data Source** property specified, the Chart is repeated in preview as many times as there are records in the report data source. + + +## Adjust the Series Template + +1. Switch to the **Chart Tools** toolbar tab and click **Run Designer**. + + ![](../../../../images/eurd-win-chart-run-designer-button.png) + +2. In the invoked **Chart Designer**, go to the **Data** tab to the right of the designer's window. Select a data source in the corresponding drop-down list and drag-and-drop the data fields onto the corresponding cells. + + The **Series** cell specifies a data field that should provide data for series names. A new series should be created for each record in this data field. Use the **Argument** and **Value** cells to define where to get data for point arguments and values. + + ![](../../../../images/eurd-win-chart-auto-created-series-data-settings.png) + +3. Switch to the **Properties** tab and expand the **Series Template** option. The **Argument Data Member** and **Value Data Members** properties are automatically assigned to the corresponding data fields. Make sure that the **Argument Scale Type** and **Value Scale Type** properties are set to appropriate values. + + ![](../../../../images/eurd-win-chart-auto-created-series-properties.png) + +## Customize the Chart +Perform the following customization to improve the chart's appearance: + +* Use the chart's **Series Name Template** property to add text to the beginning or end of each series name. For example, set the **Begin Text** inner property to "GSP in ". +* Set the **Labels Visibility** property to **False** to avoid overlapping series labels. +* Specify the color settings used to draw the chart's series. For instance, select **Nature Colors** in the **Palette**'s drop-down list. + +## View the Result +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../../images/eurd-win-chart-auto-created-series-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md new file mode 100644 index 0000000000..2e1b7350d7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md @@ -0,0 +1,60 @@ +--- +title: Link a Chart and a Pivot Grid +author: Anna Gubareva +--- +# Link a Chart and a Pivot Grid + +This tutorial demonstrates how to use the Chart control to visualize the Pivot Grid control's data. + +## Create a Pivot Grid + +1. Drop the **Pivot Grid** control from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). + + ![](../../../../images/eurd-win-add-pivot-grid-to-report.png) + +2. Open the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Pivot Grid Tools** contextual tab and click **Add Data Source** to bind the pivot grid to data. + + ![](../../../../images/eurd-win-pivot-grid-toolbar-add-data-source.png) + +3. Navigate through the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md)'s pages to set up the data source. See the [Bind to Data](../../bind-to-data.md) section for more information. + + After the data source is created, the Pivot Grid's **Data Source** and **Data Member** properties are assigned automatically. + +4. Switch the **Pivot Grid Tools** toolbar tab and click **Run Designer**. In the invoked Designer, click **Retrieve Fields** to obtain fields from the control's data source. + + ![](../../../../images/eurd-win-pivot-grid-designer-retrieve-fields.png) + +5. Switch to the **Layout** page and drag-and-drop the data fields onto the **Row Fields**, **Column Fields** and **Data Items** areas to define the Pivot Grid's layout. + + ![](../../../../images/eurd-win-pivot-grid-designer-layout.png) + + Click **Apply** and close the Designer. + +## Link a Chart with the Pivot grid + +1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the Detail band below the Pivot Grid. + + ![](../../../../images/eurd-win-add-chart-to-link-with-pivot-grid.png) + +2. The **Chart Designer** is invoked automatically after you drop the Chart onto the Detail band. Switch to the **Data** tab at the right of the Designer's window and choose the Pivot Grid in the drop-down list. + + ![](../../../../images/eurd-win-chart-designer-pivot-grid-data-source.png) + + This adjusts all the Chart's binding and layout settings automatically. Make sure that **Series**, **Argument** and **Value** cells are filled with the corresponding fields. Note that field values are generated based on the Pivot Grid's columns, rows, and data items. + + ![](../../../../images/eurd-win-chart-designer-pivot-grid-result.png) + +3. Select the **Label** node under auto-generated series in the chart elements tree and switch to the **Options** tab. Disable the **Visibility** check box to avoid overlapping series labels. + + ![](../../../../images/eurd-win-chart-designer-auto-series-label-visibility.png) + +4. (optionally) You can customize various settings that determine a linked Chart and Pivot Grid pair's common behavior. To do this, use the Chart's **Pivot Grid Data Source Options** property. This property is synchronized with the Pivot Grid's **Options Chart Data Source** property. + + ![](../../../../images/eurd-win-chart-pivot-grid-data-source-options.png) + + +## View the Result + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../../images/eurd-win-pivot-grid-with-chart-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md new file mode 100644 index 0000000000..2961627db4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md @@ -0,0 +1,60 @@ +--- +title: Use Charts in Reports +author: Anna Gubareva +--- +# Use Charts in Reports + +## Overview + +You can use the **Chart** control to add a chart to a report. This control provides 2D or 3D views to visualize data series (for instance, Bar, Point, Line, Pie and Doughnut, Area, etc.). + +| 2D Series View | 3D Series View | +|---|---| +| ![](../../../../images/eurd-win-chart-2d-series-example.png) | ![](../../../../images/eurd-win-chart-3d-series-example.png) | + +The **Chart** control can display multiple series. + +| Bar and Point Series | Nested Doughnut Series | +|---|---| +| ![](../../../../images/eurd-win-chart-bar-and-point-series.png) | ![](../../../../images/eurd-win-chart-nested-doghnut-series.png)| + +The **Chart** control contains various visual elements (diagrams, series, legends, primary and secondary axes, titles and labels, etc.). You can select these elements in the **Report Designer** and customize their settings in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +The Report Designer provides the Chart Designer that allows you to create and customize charts. + +![](../../../../images/eurd-win-chart-designer-ui.png) + +## Bind to Data + +To provide data to a chart, use the **Data Source** property. + +You can assign a [Pivot Grid](../../create-reports/cross-tab-reports.md) to a chart's data source. This allows the **Pivot Grid** to supply data to the chart. Refer to the [Link a Chart and a Pivot Grid](link-a-chart-and-a-pivot-grid.md) topic for details. + +When the chart data source is not assigned, the chart obtains data from the report's data source + +A chart can display report data in the following ways: + +* Place a chart on the report header/footer band to display a summary for the detail report data. + + ![](../../../../images/eurd-win-chart-in-report-header.png) + +* Place a chart on a group header/footer to visualize data in each report group. Refer to the [Use Charts to Visualize Grouped Data](use-charts-to-visualize-grouped-data.md) step-by-step tutorial for more information. + + ![](../../../../images/eurd-win-chart-in-group-footer.png) + +* The chart in the Detail band is printed as many times as there are records in the report's data source. + +Specify the following settings to provide data to a chart's series. + +* The **Argument Data Member** property specifies the data field that provides point arguments. +* The **Value Data Members** property specifies the data fields that supply point values. + +You can specify these settings in the following ways: + +* **Bind each series individually** + + Add a new series to the chart and specify the argument and value data members. Refer to the [Add a Chart (Set Up Series Manually)](add-a-chart-set-up-series-manually.md) step-by-step tutorial for details. + +* **Create series dynamically** + + Assign the data field that contains series names to the chart's **Series Data Member** property and specify the argument and value data members using the series template. Refer to the [Add a Chart (Use a Series Template)](add-a-chart-use-a-series-template.md) step-by-step tutorial for more information. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md new file mode 100644 index 0000000000..f544f2aa19 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md @@ -0,0 +1,55 @@ +--- +title: Use Charts to Visualize Grouped Data +author: Anna Gubareva +--- +# Use Charts to Visualize Grouped Data + +This topic describes how to use charts to visualize grouped data in a report. + +![](../../../../images/eurd-win-chart-for-groups-result.png) + +In this tutorial, the report data is grouped against a data field (the report's group field). A chart is placed in the Group Footer band and is not bound to data. The report's data source is used to populate the chart with data. + +![](../../../../images/eurd-win-chart-group-footer-report-layout.png) + +Follow the steps below to make each chart instance display data for its group. + +1. Select the chart. Open the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Chart Tools** contextual tab and click **Run Designer**. + + ![](../../../../images/eurd-win-chart-run-designer-button.png) + +1. Add a new series. Click the plus button next to the **Series** item in the Chart Designer. + + ![](../../../../images/eurd-win-chart-designer-add-series.png) + + Select a series type. + + ![](../../../../images/eurd-win-chart-designer-select-view-type.png) + +1. Provide data for the argument and value axes. + + Switch to the created series' **Data** tab. Drop fields onto the **Argument** and **Value** areas. + + ![](../../../../images/eurd-win-chart-for-groups-designer-data-settings.png) + +1. Filter the chart. Go to the **Properties** tab. Click the **Filter String** property's ellipsis button to invoke the FilterString Editor. + + ![](../../../../images/eurd-win-chart-for-groups-designer-data-filters.png) + + Add a filter condition. On the left side, specify the field by which chart data should be filtered. + + ![](../../../../images/eurd-win-chart-group-footer-create-filter-string.png) + + On the right side, use a chart parameter to obtain a group value from the report's group field. Click the right side's icon until it turns into a question mark and select **Add Parameter** from the context menu to invoke the Add New Parameter dialog. + + ![](../../../../images/eurd-win-chart-group-footer-create-filter-string-set-parameter.png) + + Set the **Binding** property to the report's group field and click **OK**. + + ![](../../../../images/eurd-win-chart-group-footer-add-new-parameter.png) + +Click OK in the FilterString Editor and in the Chart Designer to apply changes. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../../images/eurd-win-chart-for-groups-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md similarity index 93% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md index 1fdd81873f..06e02289c2 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md @@ -6,7 +6,7 @@ author: Sergey Andreev The Cross Tab control displays data in rows and columns. You can specify what data to use as row/column headers, and what data should be shown at row and column intersections. You can also determine how to group, sort, format and lay out data. -![](../../../../images/eurd-win-cross-tab-field-structure-on-preview.png) +![](../../../images/eurd-win-cross-tab-field-structure-on-preview.png) Refer to the following topics for instructions on how to use cross tabs in reports: diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md similarity index 77% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md index 71a3099a7a..13127aa70c 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md @@ -1,33 +1,33 @@ ---- -title: Cross Tab Appearance -author: Sergey Andreev ---- -# Cross Tab Appearance - -## Customize Appearance - -After you drop the Cross Tab from the Toolbox onto a report or finish the Cross-Tab Report Wizard, 4 predefined [report styles](../../customize-appearance/report-visual-styles.md) are created and assigned to the Cross Tab's **Styles**. - -![](../../../../../images/eurd-win-cross-tab-crosstabstyles-property.png) - -Use the **General Style** property to specify common appearance settings that apply to all Cross Tab cells. - -Use the **Header Area Style**, **Data Area Style** and **Total Area Style** properties to customize appearance settings of specific areas shown below. - -![](../../../../../images/eurd-win-cross-tab-styles-areas.png) - -If an area's appearance option is not set, its value is inherited from the general style. - -You can also override appearance settings of each Cross Tab cell. These settings have a higher priority over style settings. - -![](../../../../../images/eurd-win-cross-tab-cells-appearance-properties.png) - -## Customize Appearance Conditionally - -Specify [expression bindings](../bind-controls-to-data.md) to change a cell's appearance based on a specific condition. You can use the **GroupRowIndex** and **GroupColumnIndex** arguments to identify group indexes (for instance, to define the background color for odd and even rows). - -![](../../../../../images/eurd-win-cross-tab-cell-back-color-expression.png) - -Expressions are evaluated when a report is previewed. The calculated appearance settings have the highest priority. They override a cell's appearance settings and style settings. - -![](../../../../../images/eurd-win-cross-tab-cell-back-color-expression-result.png) +--- +title: Cross Tab Appearance +author: Sergey Andreev +--- +# Cross Tab Appearance + +## Customize Appearance + +After you drop the Cross Tab from the Toolbox onto a report or finish the Cross-Tab Report Wizard, 4 predefined [report styles](../../customize-appearance/report-visual-styles.md) are created and assigned to the Cross Tab's **Styles**. + +![](../../../../images/eurd-win-cross-tab-crosstabstyles-property.png) + +Use the **General Style** property to specify common appearance settings that apply to all Cross Tab cells. + +Use the **Header Area Style**, **Data Area Style** and **Total Area Style** properties to customize appearance settings of specific areas shown below. + +![](../../../../images/eurd-win-cross-tab-styles-areas.png) + +If an area's appearance option is not set, its value is inherited from the general style. + +You can also override appearance settings of each Cross Tab cell. These settings have a higher priority over style settings. + +![](../../../../images/eurd-win-cross-tab-cells-appearance-properties.png) + +## Customize Appearance Conditionally + +Specify [expression bindings](../bind-controls-to-data.md) to change a cell's appearance based on a specific condition. You can use the **GroupRowIndex** and **GroupColumnIndex** arguments to identify group indexes (for instance, to define the background color for odd and even rows). + +![](../../../../images/eurd-win-cross-tab-cell-back-color-expression.png) + +Expressions are evaluated when a report is previewed. The calculated appearance settings have the highest priority. They override a cell's appearance settings and style settings. + +![](../../../../images/eurd-win-cross-tab-cell-back-color-expression-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md similarity index 85% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md index a634e933fc..d0c194ccd0 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md @@ -1,59 +1,59 @@ ---- -title: Cross Tab Fields -author: Sergey Andreev ---- -# Cross Tab Fields - -Drop data fields from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto cross-tab areas to define the control layout. The Cross Tab supports three field types (areas): - -* **Rows** (the **Row Fields** collection) - displays field values as row headers. - -* **Columns** (the **Column Fields** collection) - displays field values as column headers. - -* **Data** (the **Data Fields** collection) - uses field values to calculate summaries at row and column intersections. - -> [!Tip] -> You can also use [calculated fields](../../shape-report-data/use-calculated-fields.md) if data source fields do not suit your requirements and you need to pre-process data before it is shown in the Cross Tab. - -## Row and Column Fields - -You can drop two or more data fields onto the same area to create a hierarchy. The first field's values are displayed at the root level (the first column/row), the second field's values are grouped by the first field's values and displayed at the second hierarchy level (the second column/row), and so on. - -* **Specify Row Fields** - - ![](../../../../../images/eurd-win-cross-tab-specify-row-fields.gif) - -* **Specify Column Fields** - - ![](../../../../../images/eurd-win-cross-tab-specify-column-fields.gif) - -Cross Tab cells marked with a database icon become bound to the dropped fields. The corresponding rows/columns are printed in the document as many times as there are field values in the data source. The top left corner displays headers for row data fields. - -Additional rows/columns are added to the Cross Tab to display total values calculated against these fields. The last row/column displays grand total values calculated against all the rows/columns. - -## Data Fields - -You can add two or more data fields and arrange them in two ways: - -* in a column, one under the other (field headers are displayed as row headers); - - ![](../../../../../images/eurd-win-cross-tab-specify-data-fields-in-column.gif) - -* in a row, one after the other (field headers are displayed as column headers); - - ![](../../../../../images/eurd-win-cross-tab-specify-data-fields-in-row.gif) - -When the data area contains only one field, the field header is not displayed. - -> [!NOTE] -> * You cannot bind the top left corner, row/column totals, and row/column grand totals; -> * You cannot bind Cross Tab cells to [report parameters](../../use-report-parameters.md); -> * You can only bind Cross Tab cells to fields from a data source and data member assigned to the **Data Source** and **Data Member** properties. - -## Format Field Values - -Use a cell's **Text Format String** property to format output data. - -![](../../../../../images/eurd-win-cross-tab-cell-format-string-property.png) - +--- +title: Cross Tab Fields +author: Sergey Andreev +--- +# Cross Tab Fields + +Drop data fields from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto cross-tab areas to define the control layout. The Cross Tab supports three field types (areas): + +* **Rows** (the **Row Fields** collection) - displays field values as row headers. + +* **Columns** (the **Column Fields** collection) - displays field values as column headers. + +* **Data** (the **Data Fields** collection) - uses field values to calculate summaries at row and column intersections. + +> [!Tip] +> You can also use [calculated fields](../../shape-report-data/use-calculated-fields.md) if data source fields do not suit your requirements and you need to pre-process data before it is shown in the Cross Tab. + +## Row and Column Fields + +You can drop two or more data fields onto the same area to create a hierarchy. The first field's values are displayed at the root level (the first column/row), the second field's values are grouped by the first field's values and displayed at the second hierarchy level (the second column/row), and so on. + +* **Specify Row Fields** + + ![](../../../../images/eurd-win-cross-tab-specify-row-fields.gif) + +* **Specify Column Fields** + + ![](../../../../images/eurd-win-cross-tab-specify-column-fields.gif) + +Cross Tab cells marked with a database icon become bound to the dropped fields. The corresponding rows/columns are printed in the document as many times as there are field values in the data source. The top left corner displays headers for row data fields. + +Additional rows/columns are added to the Cross Tab to display total values calculated against these fields. The last row/column displays grand total values calculated against all the rows/columns. + +## Data Fields + +You can add two or more data fields and arrange them in two ways: + +* in a column, one under the other (field headers are displayed as row headers); + + ![](../../../../images/eurd-win-cross-tab-specify-data-fields-in-column.gif) + +* in a row, one after the other (field headers are displayed as column headers); + + ![](../../../../images/eurd-win-cross-tab-specify-data-fields-in-row.gif) + +When the data area contains only one field, the field header is not displayed. + +> [!NOTE] +> * You cannot bind the top left corner, row/column totals, and row/column grand totals; +> * You cannot bind Cross Tab cells to [report parameters](../../use-report-parameters.md); +> * You can only bind Cross Tab cells to fields from a data source and data member assigned to the **Data Source** and **Data Member** properties. + +## Format Field Values + +Use a cell's **Text Format String** property to format output data. + +![](../../../../images/eurd-win-cross-tab-cell-format-string-property.png) + You can also use the **Null Value Text** property to specify the text shown when a data field's value is null or empty. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md similarity index 87% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md index de75149d15..0535c44193 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md @@ -1,37 +1,37 @@ ---- -title: Cross Tab Overview -author: Sergey Andreev ---- -# Cross Tab Overview - -Use the **Cross Tab** control to display multi-dimensional data, such as summary statistics, surveys, and market research information. - -![](../../../../../images/eurd-win-balance-sheet-report.png) - -## Add a Cross Tab to a Report - -Drag the **Cross Tab** item from the Toolbox onto a report. - -![](../../../../../images/eurd-win-balance-sheet-drop-cross-tab-from-toolbox.png) - -You cannot place the Cross Tab in another report control ([Table Cell](../use-tables.md) or [Panel](../use-basic-report-controls/panel.md)) because its width cannot be determined at design time. - -## Bind to Data - -Use the Cross Tab's **Data Source** and **Data Member** properties to bind this control to data. - -1. Click the Cross Tab's smart tag. -2. Expand the **Data Source** property's drop-down list and click **Add New Data Source**. -3. Follow the steps in the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) to configure a data source. - -![](../../../../../images/eurd-win-balance-sheet-cross-tab-add-data-source.png) - -If these properties are not set, the Cross Tab uses its parent report's data source (the report's **Data Source** and **Data Member** properties). - -> [!Note] -> If you place a Cross Tab in the [Detail band](../../introduction-to-banded-reports.md), ensure that the report's **Data Source** property is not set. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. - -The following step-by-step tutorials describe how to create reports that use the Cross Tab control: - -* [Create a Cross-Tab Report](../../create-reports/cross-tab-reports.md) - Use the [Cross-Tab Report Wizard](../../report-designer-tools/report-wizard/cross-tab-report.md) to create a report. -* [Balance Sheets](../../create-reports/balance-sheets.md) - Configure a Cross Tab on the design surface. +--- +title: Cross Tab Overview +author: Sergey Andreev +--- +# Cross Tab Overview + +Use the **Cross Tab** control to display multi-dimensional data, such as summary statistics, surveys, and market research information. + +![](../../../../images/eurd-win-balance-sheet-report.png) + +## Add a Cross Tab to a Report + +Drag the **Cross Tab** item from the Toolbox onto a report. + +![](../../../../images/eurd-win-balance-sheet-drop-cross-tab-from-toolbox.png) + +You cannot place the Cross Tab in another report control ([Table Cell](../use-tables.md) or [Panel](../use-basic-report-controls/panel.md)) because its width cannot be determined at design time. + +## Bind to Data + +Use the Cross Tab's **Data Source** and **Data Member** properties to bind this control to data. + +1. Click the Cross Tab's smart tag. +2. Expand the **Data Source** property's drop-down list and click **Add New Data Source**. +3. Follow the steps in the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) to configure a data source. + +![](../../../../images/eurd-win-balance-sheet-cross-tab-add-data-source.png) + +If these properties are not set, the Cross Tab uses its parent report's data source (the report's **Data Source** and **Data Member** properties). + +> [!Note] +> If you place a Cross Tab in the [Detail band](../../introduction-to-banded-reports.md), ensure that the report's **Data Source** property is not set. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. + +The following step-by-step tutorials describe how to create reports that use the Cross Tab control: + +* [Create a Cross-Tab Report](../../create-reports/cross-tab-reports.md) - Use the [Cross-Tab Report Wizard](../../report-designer-tools/report-wizard/cross-tab-report.md) to create a report. +* [Balance Sheets](../../create-reports/balance-sheets.md) - Configure a Cross Tab on the design surface. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md new file mode 100644 index 0000000000..3c11f5726e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md @@ -0,0 +1,85 @@ +--- +title: Data Shaping +author: Sergey Andreev +--- +# Data Shaping + +## Calculate Totals + +The Cross Tab calculates the following automatic totals: + +* **Row Totals** - against outer row fields; +* **Row Grand Totals** - against all the rows; +* **Column Totals** - against outer column fields; +* **Column Grand Totals** - against all the columns. + +![](../../../../images/eurd-win-cross-tab-totals-types.png) + +You can use the [layout options](layout-and-print-options.md) to move rows and columns that display total values. + +If you want to [hide specific totals](layout-and-print-options.md#hide-specific-rows-and-columns), select any cell in the row/column and disable the **Row Visible**/**Column Visible** property. + +![](../../../../images/eurd-win-cross-tab-column-visible.png) + +## Change the Summary Type + +The Cross Tab summarizes values of [data fields](cross-tab-fields.md#data-fields) and displays the results "as is" at the intersection of the corresponding rows and columns. + +Use the **Summary Type** property to specify the summary function calculated against a data field. + +![](../../../../images/eurd-win-cross-tab-data-field-summary-type-property.png) + +Use the **Summary Display Type** property to display results' contribution to other cell values, for example, as a percentage of grand total values. + +![](../../../../images/eurd-win-cross-tab-data-field-summary-display-type.png) + +## Sort Data + +The Cross Tab displays row and column field values in the ascending order. Use the **Sort Order** property to change the current sort order. Set this property to **None** to keep the same order as records in the Cross Tab's data source. + +![](../../../../images/eurd-win-cross-tab-sort-order-property-none.png) + +You can also use the **Sort By Summary Info** property to arrange row/column field values based on grand totals values. + +1. Select a cell you want to sort and expand the **Sort By Summary Info** property in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). +1. Set the **Field Name** property to the name of an assigned data source's field. You can also define a field that is not currently displayed in the Cross Tab. +1. Use the **Summary Type** property to specify which summary function to calculate. The summary type can differ from the summary type currently used in the Cross Tab. +1. Use the **Sort Order** property to define the sort order. + + ![](../../../../images/eurd-win-cross-tab-sort-by-summary-info.png) + +## Group Data + +The Cross Tab displays unique values of column and row fields and does not group their values. + +![](../../../../images/eurd-win-cross-tab-group-interval-default.png) + +Use the **Group Interval** property to combine original field values into categories (groups). For instance, you can group date-time values by year, month, quarter, day, hour. + +![](../../../../images/eurd-win-cross-tab-group-interval-date-year.png) + +To group numeric values, set the **Group Interval** property to **Numeric** and use the **Group Interval Numeric Range** property to specify the interval length. For instance, set the range to **100** to group records by 100 orders. + +![](../../../../images/eurd-win-cross-tab-numeric-values-grouped.png) + +## Use Parameters + +The Cross Tab uses and displays values of data fields from an assigned data source. To provide values outside the data source, use internal Cross Tab parameters. Each parameter is stored in the **Parameters** collection. + +You can access the **Parameters** property in the Cross Tab's smart tag or in the Properties window. + +![](../../../../images/eurd-win-cross-tab-parameters-property.png) + +Click this property's ellipsis button and add parameters in the invoked Collection Editor. You can bind a Cross Tab parameter to a [report parameter](../../use-report-parameters.md) or to any data field available in a report. + +![](../../../../images/eurd-win-cross-tab-create-internal-parameter.png) + +You can then use the created parameters to [filter the Cross Tab](#filter-data). + +## Filter Data + +Use the Cross Tab's **Filter String** property to invoke the **FilterString Editor** and specify the filter criteria. + +![](../../../../images/eurd-win-cross-tab-filter-data.png) + +You can use the [Cross Tab's parameters](#use-parameters) in filter criteria. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md similarity index 84% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md index 0812f7467c..14c668ebe9 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md @@ -1,92 +1,92 @@ ---- -title: Layout and Print Options -author: Sergey Andreev ---- -# Layout and Print Options - -Use the **Layout Options** property to change the cells' order and location. - -![](../../../../../images/eurd-win-cross-tab-layout-options-properties-window.png) - -* **Column Total Header Position**, **Row Total Header Position** - Specifies where to display column/row total headers: - * show in the same row/column as column/row field values against which totals are calculated (**Inner**); - * span across two rows/columns (**Outer**). - -* **Column Totals Position**, **Row Totals Position** - Specifies the position of the column/row totals and column/row grand totals: - * after column/row field values (**After Data**); - * before column/row field values (**Before Data**). - -* **Corner Header Display Mode** - Specifies what data the Cross Tab should display in the top left corner: - * split the corner into columns and display row field names (**Row Field Names**); - * split the corner into rows and display column field names (**Column Field Names**); - * do not split the corner and do not display any text (**None**). - -* **Data Field Layout** - Specifies how to arrange two or more data fields in the Cross Tab layout: - * in a row one after another (**InRow**); - * in a column one under another (**InColumn**). - -* **Hierarchical Row Layout** - Specifies how to display row headers: - * in a tree-like view one under another (**checked**) - * in a single line (**unchecked**). - -## Hide Specific Rows and Columns - -Use a cell's **Row Visible** and **Column Visible** properties to specify row and column visibility. For instance, select the bottom right cell and disable these options to hide grand totals. At design time, invisible cells are filled with a hatch brush. - -![](../../../../../images/eurd-win-cross-tab-with-hidden-grand-totals.png) - -## Print Options - -Use the **Print Options** property to specify print options and define which Cross Tab elements to print. - -![](../../../../../images/eurd-win-cross-tab-print-options-properties-window.png) - -* **Print Layout** - Specifies how to print the Cross Tab content that does not fit the page's width: - * on the next page (**Across Only**); - * on the same page below the previous content (**Across Then Down**). - -* **Across Then Down Offset** - Specifies the vertical distance between parts of the Cross Tab content in the **Across Then Down** print layout. - -* **Print Totals For Single Values** - Specifies when to print totals: - * for any field value even when it contains one nested value (**checked**); - * for the field values that contain two and more nested values (**unchecked**). - -* **Repeat Row Headers**, **Repeat Column Headers** - Specifies whether to repeat row/column headers when the Cross Tab content is split horizontally/vertically or print them only once. - -> [!Note] -> Cross tab cells are split between pages if they do not fit the page's width or height. Set the report's **Vertical Content Splitting** and **Horizontal Content Splitting** properties to **Smart** **Smart** to move cells to the next page (or to the Cross Tab's next part shown on the same page. - -## Adjust Control Size - -Drag the Cross Tab's handlers to change its size. You can also resize individual rows and columns. - -![](../../../../../images/eurd-win-cross-tab-change-size.png) - -Use a cell's **Column Auto Width Mode** property to specify a cell width calculation method. - -![](../../../../../images/eurd-win-cross-tab-cell-column-auto-width-mode.png) - -Use a cell's **Row Auto Height Mode** property to specify whether and how a cell's height changes to fit its content. - -![](../../../../../images/cross-tab-row-auto-height-mode-property.png) - -Column widths are changed before row heights. - -## Adjust Header Text - -You can double-click any cell that displays the header and use the in-place editor to enter text. - -![](../../../../../images/eurd-win-cross-tab-cell-in-place-editor.png) - -Each Cross Tab cell provides the **Angle** property that allows you to rotate the cell's text. - -![](../../../../../images/eurd-win-cross-tab-cell-angle-property.png) +--- +title: Layout and Print Options +author: Sergey Andreev +--- +# Layout and Print Options + +Use the **Layout Options** property to change the cells' order and location. + +![](../../../../images/eurd-win-cross-tab-layout-options-properties-window.png) + +* **Column Total Header Position**, **Row Total Header Position** + Specifies where to display column/row total headers: + * show in the same row/column as column/row field values against which totals are calculated (**Inner**); + * span across two rows/columns (**Outer**). + +* **Column Totals Position**, **Row Totals Position** + Specifies the position of the column/row totals and column/row grand totals: + * after column/row field values (**After Data**); + * before column/row field values (**Before Data**). + +* **Corner Header Display Mode** + Specifies what data the Cross Tab should display in the top left corner: + * split the corner into columns and display row field names (**Row Field Names**); + * split the corner into rows and display column field names (**Column Field Names**); + * do not split the corner and do not display any text (**None**). + +* **Data Field Layout** + Specifies how to arrange two or more data fields in the Cross Tab layout: + * in a row one after another (**InRow**); + * in a column one under another (**InColumn**). + +* **Hierarchical Row Layout** + Specifies how to display row headers: + * in a tree-like view one under another (**checked**) + * in a single line (**unchecked**). + +## Hide Specific Rows and Columns + +Use a cell's **Row Visible** and **Column Visible** properties to specify row and column visibility. For instance, select the bottom right cell and disable these options to hide grand totals. At design time, invisible cells are filled with a hatch brush. + +![](../../../../images/eurd-win-cross-tab-with-hidden-grand-totals.png) + +## Print Options + +Use the **Print Options** property to specify print options and define which Cross Tab elements to print. + +![](../../../../images/eurd-win-cross-tab-print-options-properties-window.png) + +* **Print Layout** + Specifies how to print the Cross Tab content that does not fit the page's width: + * on the next page (**Across Only**); + * on the same page below the previous content (**Across Then Down**). + +* **Across Then Down Offset** + Specifies the vertical distance between parts of the Cross Tab content in the **Across Then Down** print layout. + +* **Print Totals For Single Values** + Specifies when to print totals: + * for any field value even when it contains one nested value (**checked**); + * for the field values that contain two and more nested values (**unchecked**). + +* **Repeat Row Headers**, **Repeat Column Headers** + Specifies whether to repeat row/column headers when the Cross Tab content is split horizontally/vertically or print them only once. + +> [!Note] +> Cross tab cells are split between pages if they do not fit the page's width or height. Set the report's **Vertical Content Splitting** and **Horizontal Content Splitting** properties to **Smart** **Smart** to move cells to the next page (or to the Cross Tab's next part shown on the same page. + +## Adjust Control Size + +Drag the Cross Tab's handlers to change its size. You can also resize individual rows and columns. + +![](../../../../images/eurd-win-cross-tab-change-size.png) + +Use a cell's **Column Auto Width Mode** property to specify a cell width calculation method. + +![](../../../../images/eurd-win-cross-tab-cell-column-auto-width-mode.png) + +Use a cell's **Row Auto Height Mode** property to specify whether and how a cell's height changes to fit its content. + +![](../../../../images/cross-tab-row-auto-height-mode-property.png) + +Column widths are changed before row heights. + +## Adjust Header Text + +You can double-click any cell that displays the header and use the in-place editor to enter text. + +![](../../../../images/eurd-win-cross-tab-cell-in-place-editor.png) + +Each Cross Tab cell provides the **Angle** property that allows you to rotate the cell's text. + +![](../../../../images/eurd-win-cross-tab-cell-angle-property.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md new file mode 100644 index 0000000000..cd516ca512 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md @@ -0,0 +1,51 @@ +--- +title: Use Embedded Fields (Mail Merge) +author: Anna Gubareva +--- +# Use Embedded Fields (Mail Merge) + +This topic describes how to provide data to report controls using the advanced **Mail Merge** binding method. This feature allows you to create templates in which data source values populate specific fields while other text remains constant (that is, allows you to combine static and dynamic content within the same control). + +## Embed Fields in a Control Text +You can apply mail merge to the control's **Text** property only. Double-click the required control on the design surface to invoke the in-place editor. Insert data field names with square brackets to create embedded fields and use any prefixes or postfixes. + +![](../../../images/eurd-win-mail-merge-insert-data-fields.png) + +You can embed a [parameter](../use-report-parameters.md)'s value into a control's content using the **[?ParameterName]** syntax. + +![](../../../images/eurd-win-mail-merge-insert-parameters.png) + +A database barrel icon is displayed above the control if embedded fields are valid in the current data context (specified by the report's **Data Source** and **Data Member** properties). + +For the [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) control, you can select any text part and adjust its color and font options using the [Toolbar](../report-designer-tools/ui-panels/toolbar.md)'s **Font** group. + +![](../../../images/eurd-win-mail-merge-format-text.png) + +Embedded fields are replaced with values obtained from an assigned data source when previewing or exporting a report: + +![](../../../images/eurd-win-mail-merge-preview-result.png) + +Consider the following specifics and limitations when using embedded fields: + +* Field names should not use spaces to be interpreted correctly. +* Mail Merge is not available for a table's nested fields in a master-detail hierarchy. +* Embedded fields cannot be exported to XLS and XLSX as values; they are always exported as plain text. We recommend using [text formats](../shape-report-data/format-data.md) instead if you need to accompany dynamic data with static text. + +## Format Embedded Fields +The mail merge feature enables you to apply formats to embedded field values. Select a required data field and click the control's smart tag. Click the **Format String** property's ellipsis button, and in the invoked **Format String Editor**, choose a built-in format pattern. + +![](../../../images/eurd-win-mail-merge-format-string.png) + +This adds the selected format to the target data field by separating it from the field name with the **!** symbol and applies this format to field values when previewing a document. + +![](../../../images/eurd-win-mail-merge-format-string-result.png) + +## Supported Controls +You can apply the mail merge feature to the **Text** of the following report controls: + +* [Barcode](../use-report-elements/use-bar-codes.md) +* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) +* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) +* [Table Cell](../use-report-elements/use-tables.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md new file mode 100644 index 0000000000..4947969c49 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md @@ -0,0 +1,59 @@ +--- +title: Add Gauges to a Report +author: Anna Gubareva +--- +# Add Gauges to a Report + +## Gauge Overview + +The **Gauge** control provides you with the capability to embed graphical gauges into your report. + +To add this control to the report, drag the **Gauge** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) and drop it onto the report. + +![](../../../../images/eurd-win-add-gauge-control-to-report.png) + +Use the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Gauge Tools** contextual tab to select a gauge's appearance. + +![](../../../../images/eurd-win-gauge-tools-toolbar-contextual-tab.png) + +* **View** + + Specifies the type of the displayed gauge. The following view types are available: + + * **Linear** + + ![](../../../../images/eurd-win-gauge-control-linear-type.png) + + Supported view styles: **Horizontal** and **Vertical**. + + * **Circular** + + ![](../../../../images/eurd-win-gauge-control-circular-type.png) + + Supported view styles: **Full**, **Half**, **Quarter Left**, **Quarter Right** and **Three Fourth**. + +* **Theme** + + Specifies the gauge's color theme. The **Flat Light** and **Flat Dark** view themes are supported. + + ![](../../../../images/eurd-win-gauge-control-view-theme.png) + +The following properties allow you to customize the gauge scale and specify its displayed values. + +* **Actual Value** - specifies the value displayed by a gauge. +* **Target Value** - specifies the position of the target value marker. +* **Maximum** - specifies the gauge's maximum value. +* **Minimum** - specifies the gauge's minimum value. + +![](../../../../images/eurd-win-gauge-control-smart-tag-properties.png) + + +## Bind a Gauge to Data + +To [bind](../bind-controls-to-data.md) the gauge's displayed value to data, click the control's smart tag and in the invoked actions list, expand the **Expression** drop-down list for the **Actual Value** property and select the required data field. + +![](../../../../images/eurd-win-gauge-control-bind-to-data.png) + +In the same way, you can bind the **Target Value**, **Minimum** and **Maximum** properties to data. To do this, expand the **Expression** drop-down list for the corresponding property and select the required data field. + +Clicking the **Expression** option's ellipsis button invokes the **Expression Editor**, in which you can construct a complex binding expression involving two or more data fields. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md new file mode 100644 index 0000000000..1cdca35f31 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md @@ -0,0 +1,47 @@ +--- +title: Add Sparklines to a Report +author: Anna Gubareva +--- +# Add Sparklines to a Report + +## Sparkline Overview +The **Sparkline** control displays a compact chart that is commonly used to illustrate the data flow for every row in a report. + +To add this control to the report, drag the **Sparkline** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) and drop it onto the report. + +![](../../../../images/eurd-win-add-sparkline-control-to-report.png) + +## Bind the Sparkline to Data +You can connect the sparkline to individual data without accessing a report's data source. Click the control's smart tag, expand the **Data Source** drop-down list and select the required data source. + +![](../../../../images/eurd-win-sparkline-select-data-source.png) + +The sparkline uses the report's data source if you do not specify the **DataSource** property. + +After that, specify the **Data Member** property and set the **Value Member** property to a data field that provides point values for the sparkline. + +To create a new data source for a sparkline, open the [Toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Sparkline Tools** contextual tab and click the **Add Data Source** button. This invokes the [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) that allows you to set up a required data source. + +## Adjust the Sparkline View +You can select the sparlkline's view type in the **Sparkline Tools** toolbar tab's **View** gallery. + +![](../../../../images/eurd-win-sparkline-tools-toolbar-tab.png) + +Alternatively, you can click the sparkline's smart tag and select the required view type in the **View** drop-down list. + +The sparkline supports the **Line**, **Area**, **Bar** and **WinLoss** view types. + +The **View** property provides access to options that change the sparkline's appearance. + +![](../../../../images/eurd-win-sparkline-view-property.png) + +Each view type has properties that define the extreme values' visibility: + +* **Highlight Start Point** and **Highlight End Point**; +* **Highlight Min Point** and **Highlight Max Point**. + +Specific properties differ between view types, such as the **Highlight Negative Points** setting that is available only for the **Bar** sparkline. + +The following image illustrates a [table report](../../create-reports/table-reports.md) containing sparklines that provide maximum and minimum value indicators in their data range: + +![](../../../../images/eurd-win-report-with-sparklines.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md new file mode 100644 index 0000000000..125ac1f305 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md @@ -0,0 +1,29 @@ +--- +title: Bind Table Cells to Data +author: Anna Gubareva +--- +# Bind Table Cells to Data + +You can create a table control with cells [bound](../bind-controls-to-data.md) to data fields obtained from a report's data source using the [Field List](../../report-designer-tools/ui-panels/field-list.md). Select data fields by clicking them while holding the CTRL or SHIFT key and drop them onto the Detail band. + +![](../../../../images/eurd-win-table-control-drop-fields-from-field-list.png) + +Drag and drop the same fields with the right mouse button to create column headers with the corresponding field names. + +![](../../../../images/eurd-win-table-control-drop-captions-from-field-list.png) + +You can bind individual table cells to data in the same ways as [Label](../use-basic-report-controls/label.md) controls. Dropping a data field onto an existing cell binds this cell to a corresponding field. + +![](../../../../images/eurd-win-bind-existing-table-cell-to-data.png) + +Alternatively, click the cell's smart tag, expand the **Expression** drop-down list and select the required data field + +![](../../../../images/eurd-win-table-cell-smart-tag-expression-binding.png) + +Clicking the **Expression** option's ellipsis button invokes the Expression Editor. This allows you to construct a complex binding expression involving two or more data fields. + +See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic to learn more about creating data-aware controls. + +The **Process Duplicates Mode** and **Process Duplicates Target** options enable you to merge cells with identical values. + +![](../../../../images/eurd-win-table-cell-process-duplicates-mode.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md new file mode 100644 index 0000000000..b070bce369 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md @@ -0,0 +1,56 @@ +--- +title: Hide Table Cells +author: Anna Gubareva +--- +# Hide Table Cells + +You can hide a specific table cell conditionally, for instance, based on a [report parameter](../../use-report-parameters.md) value. + +Right-click the **Parameters** section in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and select **Add Parameter**. + +![](../../../../images/eurd-win-create-parameter-to-hide-table-cells.png) + +In the invoked **Add New Parameter** dialog, specify the parameter's name and description for Print Preview, and set the type to **Boolean**. + +![](../../../../images/eurd-win-parameter-settings-to-hide-table-cells.png) + +Specify an [expression](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) for the cell's **Visible** property to define a logical condition for displaying or hiding this cell. + +The image below demonstrates how to provide the visibility expression for the cell bound to the **CategoryID** field. For a report to display correctly, you should specify the same expression for the cell that displays the field caption in the Page Header. + +![](../../../../images/eurd-win-hide-table-cell-using-expression.png) + +The **Process Hidden Cell Mode** property allows you to define how to distribute the remaining space between the table's visible cells. + +![](../../../../images/eurd-win-table-process-hidden-cell-mode.png) + +The image below illustrates how the original table looks like: + +![](../../../../images/eurd-win-table-hidden-cell-mode-initial-layout.png) + +The following modes are available to process hidden cells: + +* **StretchPreviousCell** - A cell to the left of the hidden cell is stretched to occupy the available space. If the hidden cell is the first in the row, the next cell is stretched. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-stretch-previous-cell.png) + +* **StretchNextCell** - A cell to the right of the hidden cell is stretched to occupy the available space. If the hidden cell is the last in the row, the previous cell is stretched. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-stretch-next-cell.png) + +* **ResizeCellsEqually** - All visible cells are resized to divide the space that a hidden cell reserved equally. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-resize-cells-equally.png) + +* **ResizeCellsProportionally** - All visible cells are resized to proportionally divide the space that a hidden cell reserved based on their weights in the whole table width. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-resize-cells-proportionally.png) + +* **DecreaseTableWidth** - The table width is decreased, and visible cells are shifted to a hidden cell's location without changing their size. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-descrease-table-width.png) + +* **LeaveEmptySpace** (the default mode) - A space remains at a hidden cell's location, and other cells are not affected. + + ![](../../../../images/eurd-win-table-hidden-cell-mode-leave-empty-space.png) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md new file mode 100644 index 0000000000..db22105753 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md @@ -0,0 +1,84 @@ +--- +title: Manage Table Structure +author: Anna Gubareva +--- +# Manage Table Structure + +## Insert Table Rows and Columns + +You can use the **Insert** group in the [toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Table Tools** contextual tab or the **Insert** context menu items to add new rows and columns. The added cells inherit the source cells' size and appearance settings. + +![](../../../../images/eurd-win-table-insert-commands.png) + +* **Insert Row Above** + + Inserts a row above the current cell and shifts the existing rows up if there is enough space above the table (otherwise, shifts the existing rows down). + + ![](../../../../images/eurd-win-table-insert-row-above.png) + +* **Insert Row Below** + + Inserts a row below the current cell and shifts the existing rows down. This command increases the band height to accommodate all the rows if there is not enough space under the table. + + ![](../../../../images/eurd-win-table-insert-row-below.png) + +* **Insert Column to Left** + + Inserts a new column to the left of the current cell and shifts the leftmost columns to the left (otherwise, shifts these columns to the right). + + ![](../../../../images/eurd-win-table-insert-column-to-left.png) + +* **Insert Columns to Right** + + Inserts a new column to the right of the current cell and shifts the rightmost columns to the right. This command decreases all columns' width proportionally to accommodate all the columns if there is not enough space to the right of the table. + + ![](../../../../images/eurd-win-table-insert-column-to-right.png) + +## Insert, Split and Merge Table Cells + +* **Insert Cell** (context menu item) + + Divides the current cell width in half and inserts a new cell to the right. The added cell copies the source cell's appearance settings. + + ![](../../../../images/eurd-win-table-insert-cell.png) + +* **Merge Cells** + + Merges the selected cells. This command is available if the selection has a rectangle form. + + ![](../../../../images/eurd-win-table-merge-cells.png) + +* **Split Cells** + + Invokes the **Split Cells** dialog where you can specify the number of columns and rows to split the selected cells. You can apply this change to each selected cell individually, or merge the cells and then split the resulting cell. + + ![](../../../../images/eurd-win-table-split-cells.png) + + +## Delete Table Elements + +Use the **Delete** group in the [toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Table Tools** contextual tab or the **Delete** context menu items to remove table elements. + +![](../../../../images/eurd-win-table-delete-commands.png) + +* **Delete Cell** + + Deletes a table cell and stretches the previous cell to occupy the remaining space. If this cell is the first in the row, the next cell is stretched. + + ![](../../../../images/eurd-win-table-delete-cell.png) + +* **Delete Row** + + Deletes a row and shifts the existing rows up. + + ![](../../../../images/eurd-win-table-delete-row.png) + +* **Delete Column** + + Deletes a column and shifts the existing columns to the left. + + ![](../../../../images/eurd-win-table-delete-column.png) + +* **Delete Table** + + Deletes the entire table. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md new file mode 100644 index 0000000000..9284dc9db1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md @@ -0,0 +1,98 @@ +--- +title: Manipulate Table Elements +author: Anna Gubareva +--- +# Manipulate Table Elements + +## Select Table Elements + +You can click a table cell to select it and [access its settings](../manipulate-report-elements/select-report-elements-and-access-their-settings.md). To select multiple cells, hold the SHIFT or CTRL key and click cells. + +![](../../../../images/eurd-win-table-control-multiple-selected-cells.png) + +Use the arrow that appears when a mouse cursor hovers over the table edges to select an entire row or column. + +![](../../../../images/eurd-win-table-control-select-rows-and-columns.png) + +Click the ![](../../../../images/eurd-win-table-control-select-table-button.png) button at the table's left bottom corner to select the whole table. You can also use this button to move the table. + +The **Select** group in the [toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Table Tools** contextual tab also enables you to select the current row, the current column or the entire table. + +![](../../../../images/eurd-win-table-select-toolbar-group.png) + + +## Resize Table Elements + +You can resize a table or its cell by dragging the rectangle drawn on its edge or corner. + +The following column resizing modes are supported: + +* Resizing a column changes the next column's width without affecting the other columns (keeps the table dimensions intact). + + ![](../../../../images/eurd-win-table-control-column-resizing.png) + +* Resizing a column while holding the CTRL key changes the next columns' width while maintaining their proportion to the overall table (keeps the table dimensions intact). + + ![](../../../../images/eurd-win-table-control-column-resizing-with-ctrl.png) + +* Resizing a column while holding the SHIFT key shifts the next columns without changing their size. + + ![](../../../../images/eurd-win-table-control-column-resizing-with-shift.png) + +The following row resizing modes are supported: + +* Resizing a row changes the next row's width without affecting the other rows (keeps the table dimensions intact). + + ![](../../../../images/eurd-win-table-control-row-resizing.png) + +* Resizing a row while holding the SHIFT key shifts the next rows without changing their size. + + ![](../../../../images/eurd-win-table-control-row-resizing-with-shift.png) + +You can set the same size for multiple table columns or rows. Select the required rows or the whole table, right-click the selected area and choose **Distribute Rows Evenly**. + +![](../../../../images/eurd-win-table-control-distribute-rows-evenly.png) + +If the cell's content is partially visible in the resulting row, this row automatically increases its height to fit its content and also adjusts the other rows accordingly. + +You can resize columns equally in a similar way by selecting the columns or the table itself and choosing **Distribute Columns Evenly** in the context menu. + +![](../../../../images/eurd-win-table-control-distribute-columns-evenly.png) + +## Reorder Table Rows and Cells + +You can change the order of table rows and cells. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) window, select a row or cell and drag it to a new position. + +![](../../../../images/reorder-table-cells.gif) + +The Report Explorer highlights the possible drop targets when you drag an element over them. + +> [!NOTE] +> You can move table rows and cells only within the same parent control. + +## Apply Styles to Table Elements + +Select a table element and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. + +![design-time-select-style](../../../../images/eurd-win-select-style-table.png) + +As an alternative, you can drag a style from the Report Explorer onto an element. + +![design-time-drag-style](../../../../images/eurd-win-drag-style.gif) + +## Stretch Table Cells + +You can stretch a cell so that it occupies several rows and columns. + +- Stretch a cell across several columns + Remove a neighboring cell by pressing DELETE or selecting **Delete** | **Cell** in the context menu and resize the remaining cells. + + ![](../../../../images/eurd-win-table-control-cell-column-span.png) + +- Stretch a cell across several columns + Use a table cell's **Row Span** property to specify the number of rows the table cell spans. + + ![](../../../../images/eurd-win-table-control-cell-rows-span.png) + + > [!NOTE] + > For the **RowSpan** property to work properly, the spanned cells should have the same width. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md new file mode 100644 index 0000000000..f85b5caea3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md @@ -0,0 +1,49 @@ +--- +title: Table Overview +author: Anna Gubareva +--- +# Table Overview + +The **Table** control displays information in a tabular format and allows you to create [table reports](../../create-reports/table-reports.md). + +You can add a table control by dragging the **Table** item from the [Toolbox](../../report-designer-tools/ui-panels/toolbox.md) onto the report's area. + +![](../../../../images/eurd-win-drop-table-from-toolbox.png) + +You can also create two tables simultaneously, for instance, one that shows column titles in the Page Header and one that shows regular information in the Detail band. Select the **Table** item in the Toolbox and draw a rectangle across these bands. + +![](../../../../images/eurd-win-add-table-to-multiple-bands.png) + +The table control contains one or more rows. Each row contains one or more cells. See the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) for a table structure example. + +![](../../../../images/eurd-win-table-structure-in-report-explorer.png) + +You can double-click the cell to invoke its in-place editor and type the desired static text. + +![](../../../../images/eurd-win-table-cell-static-text.png) + +You can adjust the font size of a cell's static text to fit into the cell's boundaries. Use the **Fit Text to Bounds** button in the [toolbar](../../report-designer-tools/ui-panels/toolbar.md)'s **Text** contextual tab, or right-click this cell and select **Fit Text to Bounds** in the context menu. + +![](../../../../images/eurd-win-table-cell-fit-text-to-bounds.png) + +Refer to [Bind Table Cells to Data](bind-table-cells-to-data.md) to learn about providing dynamic content to table cells. + +A table cell is like an [Label](../use-basic-report-controls/label.md) control - it provides the same options for text formatting, alignment, appearance, interactivity, etc. + +You can change the line spacing in a table cell. For this, set the **Line Spacing** property to the desired value. The image shows the difference between spacing: + +![eurd-win-table-cell-line-spacing](../../../../images/eurd-win-table-cell-line-spacing.png) + +You can also make a table cell act as a container for other report controls by dropping the required control from the toolbox on this cell. + +![](../../../../images/eurd-win-drop-check-box-onto-table-cell.png) + +If a table cell includes only one control, you can right-click this control and use the **Fit Bounds to Container** command in the context menu. The same command is available in the toolbar's **Layout** tab. This command resizes the control so that it occupies all the available cell space (excluding borders). + +![](../../../../images/eurd-win-fit-bounds-to-container.png) + +To transform a table into a set of Label controls, right-click a table or any of its cells and select **Convert To Labels**. Table cells containing other controls are converted to [Panel](../use-basic-report-controls/panel.md) controls. + +![](../../../../images/eurd-win-table-convert-to-labels.png) + +You can assign different [visual styles](../../customize-appearance/report-visual-styles.md) for even and odd table rows to improve readability. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters.md new file mode 100644 index 0000000000..fb21588c2d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters.md @@ -0,0 +1,58 @@ +--- +title: Use Report Parameters +author: Sergey Andreev +--- + +# Use Report Parameters + +Report parameters allow you to filter report data dynamically. + +![Report parameters example](../../images/report-parameters-example.gif) + +## Supported Features/Capabilities + +* Built-in parameter types (String, Date, Number, Boolean, and GUID) + + ![Built-in parameter types](../../images/built-in-parameter-types.png) + +* [Multi-value parameters](use-report-parameters/multi-value-report-parameters.md) (filter report data against multiple criteria) + + ![Multi-value report parameters](../../images/parameter-editor-multiple-values.png) + +* [Cascading parameters](use-report-parameters/cascading-report-parameters.md) (filter a parameter’s value list against selections made in a different parameter) + + ![Cascading report parameters](../../images/cascadingparametersresult124540.png) + +* [Date-range parameters](use-report-parameters/date-range-report-parameters.md) (filter report data against a specified time period) + + ![Date-range report parameters](../../images/date-range-report-parameters.png) + +* [Static parameter values](use-report-parameters/report-parameters-with-predefined-static-values.md) (create pre-defined (static) parameter value lists) + + ![Static parameter values](../../images/static-parameter-values.png) + +* [Dynamic parameter values](use-report-parameters/report-parameters-with-predefined-dynamic-values.md) (load parameter values from a data source dynamically) + + ![Dynamic parameter values](../../images/dynamic-parameter-values.png) + +Refer to the following documentation section for more details: [Create a Report Parameter](use-report-parameters/create-a-report-parameter.md). + +## Reference Report Parameters + +Once you [create](use-report-parameters/create-a-report-parameter.md) a parameter, you can reference it in your report’s [filter string](shape-report-data/filter-data/filter-data-at-the-report-level.md) to filter underlying report data. + +![Reference parameter in report filter string](../../images/reference-parameter-in-report-filter-string.png) + +You can also reference the parameter in a report control’s [expression](use-expressions.md) or its **Text** property. + +![Reference report parameter in a control's expression](../../images/report-parameters-reference-in-expression.png) + +When used in this manner, you can filter data displayed within an individual report control (such as [Label](use-report-elements/use-basic-report-controls/label.md)) conditionally. + +You can also bind data source parameters to report parameters and filter data at the data source level. Refer to the following help topic for more information: [Reference Report Parameters](use-report-parameters/reference-report-parameters.md). + +## Specify Parameter Values + +Available report parameters appear within a report’s **Print Preview** window (inside the [Parameters panel](use-report-parameters/parameters-panel.md)). Use this panel to specify desired parameter values: + +![Specify parameter values in the Parameters Panel](../../images/parameters-panel.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md new file mode 100644 index 0000000000..acc2854938 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md @@ -0,0 +1,56 @@ +--- +title: Cascading Report Parameters +author: Sergey Andreev +--- + +# Cascading Report Parameters + +You can create cascading parameters to filter a list of predefined parameter values based on values in another parameter. + +![Cascading parameters example](../../../images/cascadingparametersresult124540.png) + +> [!TIP] +> Refer to the following topics for information on how to create a list of predefined parameter values: +> * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) +> * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) + +Follow the steps below to create cascading parameters in the [Report Designer](../../report-designer-for-winforms.md): + +1. [Create a report parameter](create-a-report-parameter.md) you want to use to filter values of another parameter. + + ![Create category parameter](../../../images/create-category-cascading-parameter.png) + +2. Create a report parameter whose values you want to filter. Click the **Filter String** property's ellipsis button in the **Add New Parameter** dialog and specify a filter string that references the parameter you created in the first step. + + ![Create products parameter](../../../images/create-product-cascading-parameter.png) + + > [!NOTE] + > In a filter string for a parameter's look-up values, you can reference only those parameters that you created before the parameter whose look-up values you want to filter. You can use the **Report Parameters Editor** to change the order in which you created the parameters. To invoke the editor, right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Edit Parameters**. + +3. In the report's smart tag, click the **Filter String** property's ellipsis button. In the invoked **FilterString Editor**, specify an expression that uses both parameters to filter report data: + + ![Create a filter condition for a report](../../../images/filteringreportbytwoparameters124539.png) + +The following image illustrates cascading parameters where the **Product** parameter values are filtered by the selected **Category**. + +![Cascading parameters example](../../../images/cascadingparametersresult124540.png) + +## Cascading Parameters Filtering Specifics + +Cascading parameters can be filtered on the database level (server side) or on the application level (client side). For the following datasources, such parameters are filtered on the database level: + +* [SQL Database](../bind-to-data/bind-a-report-to-a-database.md) +* [MongoDB Instance](../bind-to-data/bind-a-report-to-a-mongodb-instance.md) +* [Entity Framework](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md) + +In case of SQL databases, database level filter operations do not work for stored procedures and custom SQL queries. For such queries, filters are always applied on the application level. + +When your report is bound to one of the above datasources, and you change the value of the primary parameter (for example, the **Category** parameter in the image above), your application does the following: + +* Makes a request to a database. +* Applies a filter on the database level (for example, filters the values of the Products parameter based on the Category parameter value). +* Loads the filtered data to your report. + +You can also apply filter operations for the mentioned datasources on the application level. For this, disable the **Use Server Side Filtering** property (locataed in a parameter's **Value Source** category). + +For the rest of the datasources, filter operations for cascading parameters are always applied on the application level. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md new file mode 100644 index 0000000000..ddb36a81e3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md @@ -0,0 +1,135 @@ +--- +title: Create a Report Parameter +author: Sergey Andreev +--- + +# Create a Report Parameter + +This topic demonstrates how to create a report parameter in the [Report Designer](../../report-designer-for-winforms.md). The topic also describes the [options](#parameter-options) you can specify for a report parameter. + +## Create a Report Parameter in the Report Designer + +In the **Report Designer**, you can create a parameter from the [Field List](../report-designer-tools/ui-panels/field-list.md), [Properties window](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), or [FilterString Editor](../use-expressions/expressions-overview.md#filterstring-editor). The created parameter appears in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. + +![A parameter in the Field List](../../../images/field-list-parameters-section.png) + +### Create From the Field List + +Right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Add Parameter**. + +![Create a parameter from the Field List](../../../images/field-list-add-parameter.png) + +Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. + +![Add New Parameter dialog](../../../images/add-new-parameter-dialog.png) + +### Create From the Properties Window + +Select a report and click the **Parameters** property's ellipsis button in the [Properties window](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). + +![Create a parameter from the Properties window](../../../images/property-grid-add-parameter.png) + +Click **Add** in the invoked **Report Parameters Editor** dialog to add a new parameter. Specify [parameter options](#parameter-options) and click *OK*. + +![Report Parameters Editor](../../../images/report-parameters-editor.png) + +### Create From the FilterString Editor + +You can create a parameter when you construct a condition in the [FilterString Editor](../use-expressions/expressions-overview.md#filterstring-editor). Choose the **Select a parameter** field, click the field, and select **Add Parameter** in the invoked context menu. + +![Create a parameter from the Filter String editor](../../../images/filter-string-editor-add-parameter.png) + +Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. + +![Add New Parameter dialog](../../../images/add-new-parameter-dialog.png) + +## Parameter Options + +### Name + +The name by which you can [reference a parameter in a report](reference-report-parameters.md). Note that report parameters should have unique names. + +### Description + +A parameter description that appears on a report's **Print Preview** in the [Parameters panel](parameters-panel.md). + +![Parameter description](../../../images/parameter-description.png) + +### Visible + +Specifies whether a parameter is visible in the [Parameters panel](parameters-panel.md). + +![Parameter editor](../../../images/parameter-editor.png) + +You can assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that shows/hides a parameter based on a value of another parameter. + +![Specify an expression for the Visible option](../../../images/specify-expression-for-visible-option.png) + +![Show/hide a parameter's editor based on a value of another parameter](../../../images/show-hide-parameter-editor.gif) + +### Enabled + +Specifies whether a parameter editor is enabled or disabled in the [Parameters panel](parameters-panel.md). You can set this option to **No** to make a parameter's [default value](#default-value) read-only. + +![Disabled parameter editor](../../../images/disabled-parameter-editor.png) + +You can also assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that enables/disables a parameter's editor based on a value of another parameter. + +![Specify an expression for the Enabled option](../../../images/specify-expression-for-enabled-option.png) + +![Enable/disable a parameter's editor based on a value of another parameter](../../../images/enable-disable-parameter-editor.gif) + +### Type + +The type of parameter values. The following types are available: + +* String; +* Date and Time; +* Date; +* Time; +* Number (16-bit integer); +* Number (32-bit integer); +* Number (64-bit integer); +* Number (floating point); +* Number (double-precision floating point); +* Number (decimal); +* Boolean; +* GUID (Globally Unique Identifier). + +### Default Value + +A parameter's default value. This value is displayed in the [Parameters panel](parameters-panel.md) when you open a report's **Print Preview**. + +You can specify an [expression](../use-expressions.md) for this option. For example, set this option to **Now()** to use the current date as a date parameter's default value. + +![Specify an expression for a parameter's Default Value option](../../../images/specify-expression-for-parameter-default-value.png) + +> [!NOTE] +> You can use only [constants](../use-expressions/expression-language.md#constants), [operators](../use-expressions/expression-language.md#operators), and date-time / logical / math / string [functions](../use-expressions/expression-language.md#functions) in an expression for a parameter's default value. + +### Allow Null Value + +When the **Allow Null Value** option is enabled, you can leave the parameter's value unspecified. + +![Allow Null Value option](../../../images/parameter-editor-null-value.png) + +### Allow Multiple Values + +When the **Allow Multiple Values** option is enabled, you can specify multiple values for a report parameter. + +![Allow Multiple Values option](../../../images/parameter-editor-multiple-values.png) + +### Select All Values + +Enable the **Select All Values** option to use all elements from a [custom set of values](#value-source) as a parameter's [default value](#default-value). + +> [!NOTE] +> You can specify the **Select All Values** option only when the **Allow Multiple Values** option is enabled. + +### Value Source + +Use the **Value Source** option to specify a custom set of values a parameter can accept. You can create a static list of values, load values from a data source, or specify a date range. Refer to the following topics for more details: + +* [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) +* [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) +* [Date Range Report Parameters](date-range-report-parameters.md) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md new file mode 100644 index 0000000000..312d32d6c7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md @@ -0,0 +1,56 @@ +--- +title: Date Range Report Parameters +author: Sergey Andreev +--- + # Range Report Parameters + +This topic describes how to create **date range** and **time range** parameters and filter a report’s data by the specified date or time values. + +![A date range parameter's editor in Preview](../../../images/use-date-ranges-parameters-panel.png) + +## Create a Range Parameter in the Report Designer + +Follow the steps below to add a range parameter to a report in the [Report Designer](../../report-designer-for-winforms.md): + +1. [Create a report parameter](create-a-report-parameter.md). +2. In the *Add New Parameter* dialog, specify parameter options: + + - **Parameter type**: *Date and Time*, *Date*, or *Time* + - **Value Source**: *Range Parameters* + + The **Start Parameter** and **End Parameter** sections that appear allow you to configure options to create a date or time range: + + ![The "Add new parameter" dialog for a range parameter](../../../images/use-date-ranges-design-add-param-dialog.png) + +3. You can change the *Name* and initial static *Value* for the **Start Parameter** and **End Parameter**. To specify an [expression](../use-expressions.md) instead of a static value, the **Value** option's ellipsis button and use the **Expression Editor** dialog: + + ![The "Add new parameter" dialog for a range parameter - Expression](../../../images/use-date-ranges-design-value-expression.png) + +4. [Reference the created range parameter](reference-report-parameters.md). You can reference this parameter in the report’s filter string, in expressions, and in a control's **Text** property. You can also bind control and data source parameters to report parameters. + + We recommend that you use the following functions with range parameters in expressions and filter strings: + + - `InDateRange(Date, FromDate, ToDate)` - equivalent to the `FromDate <= Date && Value < Date` expression. + - `InTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime <= Time && Time < ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). + - `OutOfTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime > Time || Time => ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). + + The image below filters the report's data by the following filter string: + + `InDateRange([ShippedDate], ?paramDateRange_Start, ?paramDateRange_End) ` + + ![Reference the created range parameter in the filter string](../../../images/use-date-ranges-filterstring.png) + + +When you switch to the report's **Print Preview** tab, the [Parameters panel](parameters-panel.md) displays the newly created range parameter. Click the editor to set a range. The editor type depends on the parameter type: + +**An editor for "Date" and "Date and Time" range parameters:** + +![A date range parameter's editor on Print Preview.](../../../images/use-date-ranges-parameters-panel.png) + +**An editor for "Time" range parameters:** + +![A time range parameter's editor on Print Preview.](../../../images/use-time-ranges-parameters-panel.png) + +After you submit start and end values, the report document shows filtered data. The report below shows the **ShippedDate** field filtered by the date range parameter: + +![The report data is filtered by the date range](../../../images/use-date-ranges-parameters-filtered.png) diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md new file mode 100644 index 0000000000..e8ddfd31aa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md @@ -0,0 +1,91 @@ +--- +title: Multi-Value Report Parameters +author: Sergey Andreev +--- + +# Multi-Value Report Parameters + +This document describes how to create a multi-value parameter and use this parameter to [filter report data](../shape-report-data/filter-data.md). + +![multi-value-parameters-preview](../../../images/multi-value-parameters-preview118131.png) + +> [!TIP] +> Refer to this help article for information on how to use multi-value parameters in an SQL query: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md#PassMultiValueParameterValueToQuery). + +## Create a Multi-Value Parameter in the Report Designer + +Follow the steps below to create a multi-value parameter in the [Report Designer](../../report-designer-for-winforms.md): + +1. [Create a report parameter](create-a-report-parameter.md) and enable the **Allow multiple values** option. + + ![Enable the Allow multiple values option](../../../images/enable-allow-multiple-value-option.png) + +1. Specify a list of predefined values for the parameter. You can create a static list of values or load values from a data source. Refer to the following topics for instructions on how to do it: + + * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) + * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) + +## Filter a Report's Data by a Multi-Value Parameter + +To filter a report's data by a multi-value parameter, use the **Is any of** operator for this parameter in the report's filter string: + +![parameters-multi-value-filter-string](../../../images/parameters-multi-value-filter-string.png) + +The filtered report is displayed after you specify parameter values. + +![parameters-multi-value-filter-report](../../../images/parameters-multi-value-filter-report.png) + +## Specify Default Values for a Multi-Value Parameter + +A multi-value parameter's default values are selected automatically when you open a report's **Print Preview**: + +![Specify default values for a multi-value parameter](../../../images/parameters-multi-value-preselect-values.png) + +Use one of the following methods to specify default values: + +* Assign an array of values to the **Default Value** option. + + ![Specify default values for a multi-value parameter](../../../images/parameters-multi-value-preselect-values-specify.png) + +* Enable the **Select all values** property to populate the parameter value with all items from the parameter's value source (static or dynamic). + + ![Select all values as defaults for a multi-value parameter](../../../images/multi-value-parameters-select-all.png) + +> [!TIP] +> Disable a report's **Request Parameters** property to avoid the **Waiting for parameter values** message on the report's **Print Preview** and display the report with default parameter values. + +> [!NOTE] +> Ensure that the type of default values match the parameter type when you specify these values for the parameter. + +## Create an Optional Multi-Value Parameter + +Optional parameters allow you to filter report data only if parameter values are specified. Otherwise, if parameter values are not set, the parameter is ignored. + +![Create an optional multi-value parameter](../../../images/parameters-multi-value-optional.png) + +Do the following to make a multi-value parameter optional. + +1. Create a multi-value report parameter and specify its **Allow null value**, **Default Value**, and **Select all values** options as shown below: + + ![parameters-multi-value-optional-settings](../../../images/parameters-multi-value-optional-settings.png) + + | Option | Value | + | --- | --- | + | **Allow null value** | **true** | + | **Default Value** | Not specified | + | **Select all values** | **false** | + +2. Disable the report's **Request Parameters** property. + + ![report-requestparameters-disable](../../../images/report-requestparameters-disable.png) + +3. Assign the following filter condition to the report's filter string: + + ``` + ?category Is Null or [Category ID] In (?category) + ``` + + ![parameters-multi-value-empty-value](../../../images/parameters-multi-value-empty-value.png) + + > [!TIP] + > You can also use the filter string shown above to filter report data at the data source level. Refer to this help article for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md new file mode 100644 index 0000000000..5521cb761f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md @@ -0,0 +1,122 @@ +--- +title: The Parameters Panel +author: Eugene Polevikov +--- + +# The Parameters Panel + +The **Parameters** panel allows you to specify parameter values in a report's **Print Preview**. + +![Use the Parameters panel to specify parameter values](../../../images/parameters-panel-example.gif) + +## Submit Parameter Values + +When you open a report's **Print Preview**, the **Parameters** panel displays default parameter values and descriptions. + +![Parameters panel, "Waiting for parameter values" message](../../../images/parameters-panel-waiting-for-parameter-values-message.png) + +Specify parameter values and click **Submit** to generate the report's **Print Preview**. Set the report's **RequestParameters** property to **false** to display a report document for the default parameter values when you open the **Print Preview**. + +## Reset Parameter Values to Defaults + +Click the **Reset** button to reset parameter values to defaults. + +![Reset parameter values to defaults](../../../images/parameters-panel-reset-values-to-defaults.gif) + +## Hide the Parameters Panel + +To remove the **Parameters** panel from a report's **Print Preview**, disable the **Visible** option for all report parameters in the **Report Parameters Editor**. + +![Hide a parameter from the Parameters panel](../../../images/hide-parameter-from-parameters-panel.png) + +When you hide the **Parameters** panel, the report's **Print Preview** is generated with the default parameter values. + +## Customize the Parameters Panel + +You can unite report parameters into expandable groups, place parameters side-by-side, add separators, and more. + +| Default panel | Customized panel | +| ----------- | ----------- | +| ![](../../../images/default-parameters-panel-1.png) | ![](../../../images/customized-parameters-panel-1.png) | + +### Use the Report Parameters Editor + +Right-click the **Parameters** node in the **Field List** and select **Edit Parameters**. + +![](../../../images/invoke-report-parameters-editor-from-field-list.png) + +This action invokes the **Report Parameters Editor**. + +![](../../../images/report-parameters-editor-1.png) + +Use the menu on the left to create and customize parameters, groups, and separators. + +#### Customize a Parameter + +Specify the **Label orientation** property to choose the position of a parameter label relative to an editor. + +![](../../../images/report-parameters-editor-specify-label-orientation.png) + +| Label orientation = Horizontal (Default) | Label orientation = Vertical | +| ----------- | ----------- | +| ![](../../../images/with-label-orientation-horizontal.png) | ![](../../../images/with-label-orientation-vertical.png) | + +#### Create and Customize a Group + +Click the **Add group** button to create a new group. + +![](../../../images/report-parameters-editor-create-new-group.png) + +Use the **Up** and **Down** buttons to change the order of parameters and groups, and place parameters inside or outside a group. + +![](../../../images/report-parameters-editor-setup-elements-order.png) + +You can also drag-and-drop parameters and groups inside the menu to achieve the same result. + +![](../../../images/report-parameters-editor-drag-and-drop-elements-in-menu.png) + +To customize a group, select it and use its editors on the right to set up the group appearance. The following example unites the **customerName** and **companyName** parameters into a group called **Select a customer**. + +![](../../../images/report-parameters-editor-group-customization-options.png) + +| Default panel | Panel with a group | +| ----------- | ----------- | +| ![](../../../images/default-parameters-panel-2.png) | ![](../../../images/customized-parameters-panel-2.png) | + +Besides a title, you can also specify the following properties to customize the group appearance: + +| Orientation = Vertical (Default) | Orientation = Horizontal | +| ----------- | ----------- | +| ![](../../../images/parameters-panel-with-orientation-vertical.png) | ![](../../../images/parameters-panel-with-orientation-horizontal.png) | + +| Show expand/collapse button = false (Default) | Show expand/collapse button = true | +| ----------- | ----------- | +| ![](../../../images/parameters-panel-with-show-expand-button-false.png) | ![](../../../images/parameters-panel-with-show-expand-button-true.png) | + +| Expanded = true (Default) | Expanded = false | +| ----------- | ----------- | +| ![](../../../images/parameters-panel-with-expanded-true.png) | ![](../../../images/parameters-panel-with-expanded-false.png) | + +| Show title = true (Default) | Show title = false | +| ----------- | ----------- | +| ![](../../../images/parameters-panel-with-title-visible-true.png) | ![](../../../images/parameters-panel-with-title-visible-false.png) | + +| Show borders = true (Default) | Show borders = false | +| ----------- | ----------- | +| ![](../../../images/parameters-panel-customization-with-border-visible-true.png) | ![](../../../images/parameters-panel-customization-with-border-visible-false.png) | + +#### Add a Separator + +Click the **Add separator** button to create a separator. + +![](../../../images/report-parameters-editor-create-separator.png) + +Similar to parameters and groups, you can use the **Up** and **Down** buttons or drag-and-drop separators inside the menu to specify the location for these separators relative to other elements. + +![](../../../images/report-parameters-editor-specify-location-for-separator.png) + +The example below shows the **Parameters** panel with a separator between the **Company Name** and **Customer Name** parameters. + +| Default panel | Panel with a separator | +| ----------- | ----------- | +| ![](../../../images/default-parameters-panel-3.png) | ![](../../../images/customized-parameters-panel-3.png) | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md new file mode 100644 index 0000000000..2565f59ab6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md @@ -0,0 +1,68 @@ +--- +title: Reference Report Parameters +author: Eugene Polevikov +--- + +# Reference Report Parameters + +After you [create a report parameter](create-a-report-parameter.md), you can reference this parameter in the [report's filter string](#reference-in-a-reports-filter-string), [in expressions](#reference-in-expressions), and [in a control's Text property](#reference-in-a-controls-text-property). You can also bind control and data source parameters to report parameters. Refer to the sections below for more details. + +## Reference in a Report's Filter String + +You can reference a report parameter in the report's filter string. This allows you to conditionally filter the report's data loaded from a data source. + +![reference parameter in report filter string](../../../images/reference-parameter-in-report-filter-string.png) + +> [!TIP] +> When you use a report's filter string to filter data, all the data is loaded from a data source before the filter is applied. If you use a large dataset, filter data at the data source level. Refer to the following topic for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). + +## Reference in Expressions + +You can reference a report parameter in [expressions](../use-expressions.md) of [controls](../use-report-elements/use-basic-report-controls.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md). + +![Reference report parameters in expressions](../../../images/report-parameters-reference-in-expression.png) + +This allows you to conditionally change the data a control or calculated field displays. + +You can use the [Field List](../report-designer-tools/ui-panels/field-list.md) to create an [Label](../use-report-elements/use-basic-report-controls/label.md) control that displays only a parameter value. To do this, drag the parameter from the **Field List** and drop it onto the report's band. + +![Drag and drop a report parameter](../../../images/reference-parameter-drag-and-drop.png) + +You can also use parameters in expressions to specify the visibility of a report's bands or conditionally change a control's appearance. + +![Reference parameters in the Expression Editor](../../../images/parameters-expression-editor.png) + +Refer to the following topics for more information: + +* [Conditionally Change a Band's Visibility](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md) +* [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) + +## Reference in a Control's Text Property + +You can use a report parameter in a control's **Text** property. + +![Reference a parameter in a control's Text property (Designer)](../../../images/report-parameters-reference-in-text-property.png) + +This allows you to create a placeholder (embedded field) that is substituted by a parameter value. + +![Reference a parameter in a control's Text property (Preview)](../../../images/report-parameters-reference-in-text-preview.png) + +Refer to the following topic for information on embedded fields: [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). + +## Bind Control Parameters to Report Parameters + +You can create parameters for the [CrossTab](../use-report-elements/use-cross-tabs.md) and [Chart](../use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md) controls and bind these parameters to report parameters. This allows you to conditionally filter data at the control level. Refer to the following topic for details on how to filter data for the **Сhart** control: [Use Charts to Visualize Grouped Data](../use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md). + +You can also specify a parameter for the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control and bind this parameter to report parameters. This allows you to pass parameter values from the main report to the subreport and conditionally change the subreport's data and appearance. + +## Bind Data Source Parameters to Report Parameters + +You can create parameters for data sources and bind them to report parameters. The table below contains information about which tasks this allows you to solve, a data source for which the task can be solved, and links to documentation sections you can reference for details. + +| Task | Data Source | Documentation | +| --- | --- | --- | +| **Filter data at the data source level** | SQL Data Source
Entity Framework Data Source
MongoDB Data Source | [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md)
[Bind a Report to an Entity Framework Data Source](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md)
[Bind a Report to a MongoDB Instance](../bind-to-data/bind-a-report-to-a-mongodb-instance.md) | +| **Pass report parameters to a stored procedure** | SQL Data Source
Entity Framework Data Source | [Specify Query Parameters](../bind-to-data/specify-query-parameters.md)
[Bind a Report to an Entity Framework Data Source](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md) | +| **Pass report parameters to a method that loads data** | Object Data Source | [Bind a Report to an Object Data Source](../bind-to-data/bind-a-report-to-an-object-data-source.md) | + +When you bind a report to the JSON Data Source, you can specify a URI from which a JSON file should be loaded. You can bind path parameters, query parameters, and header parameters to report parameters to conditionally configure HTTP requests to the web service endpoint. Refer to the following topic for details: [Bind a Report to JSON Data](../bind-to-data/bind-a-report-to-json-data.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md new file mode 100644 index 0000000000..b87e334c3c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md @@ -0,0 +1,28 @@ +--- +title: Report Parameters with Predefined Dynamic Values +author: Sergey Andreev +--- + +# Report Parameters with Predefined Dynamic Values + +You can create a report parameter that uses a list of values from a data source. When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). + +![Create a report parameter with dynamic values](../../../images/report-parameters-dynamic-values.png) + +## Create a List of Predefined Values in the Report Designer + +Follow the steps below to create a parameter with a list of dynamic values in the [Report Designer](../../report-designer-for-winforms.md): + +1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). +2. Set the parameter's **Value Source** option to **Dynamic List**. Additional fields appear in the **Add New Parameter** dialog and allow you to specify a data source for parameter values. + + ![Specify dynamic values for a report parameter](../../../images/parameter-specify-dynamic-values.png) + +3. Specify the **Data Source**, **Data Adapter** (for a **DataSet** only), and **Data Member** options. **Value Member** defines a data field that supplies values to the parameter. **Display Member** defines a data field that stores value descriptions displayed in the [Parameters panel](parameters-panel.md). + + ![Specify parameter options for a parameter with dynamic values](../../../images/report-parameters-dynamic-values16951.png) + + > [!NOTE] + > The data member's value type should match the specified parameter **Type**. + + Use the **Filter String** property to filter parameter values or implement [cascading parameters](cascading-report-parameters.md). Specify the **Sort Order** and **Sort Member** properties to sort parameter values in the [Parameters panel](parameters-panel.md)'s editor. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md new file mode 100644 index 0000000000..27dfe04d26 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md @@ -0,0 +1,19 @@ +--- +title: Report Parameters with Predefined Static Values +author: Sergey Andreev +--- + +# Report Parameters with Predefined Static Values + +You can create a list of predefined values for a report parameter. When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). + +![Create a report parameter with predefined static values](../../../images/report-parameter-with-predefined-static-values.png) + +## Create a List of Predefined Values in the Report Designer + +Follow the steps below to create a parameter with a list of predefined static values in the [Report Designer](../../report-designer-for-winforms.md): + +1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). +2. Set the parameter's **Value Source** option to **Static List**. A grid appears in the **Add New Parameter** dialog and allows you to specify a list of static parameter values. Each value should have a description. This description is displayed in the [Parameters panel](parameters-panel.md). + + ![Specify static values for a report parameter](../../../images/parameter-specify-static-values.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-scripts.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-scripts.md similarity index 75% rename from reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-scripts.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-scripts.md index 439b02e226..55fdde8c44 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-scripts.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-winforms/use-report-scripts.md @@ -1,37 +1,40 @@ ---- -title: Use Report Scripts ---- -# Use Report Scripts -This document describes the basic principles of _scripting_, which can be performed by handling the events of a report, and its [bands](introduction-to-banded-reports.md) and [controls](use-report-elements.md). - - -_Scripts_ are program commands, placed within the _event handlers_ of the required report elements. And, when the corresponding event occurs (e.g. a mouse click), the script code runs. - -You can write _scripts_ for a report or any of its elements (bands and controls), to be executed when the report is being [previewed, printed or exported](preview-print-and-export-reports.md). - -In the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Scripts** property for the required element. Every report element has an individual set of script events. - -![eurd-win-scripting-scripts-property](../../../images/eurd-win-scripting-scripts-property.png) - -After you click **(New)** for an event (e.g. the **Before Print**, which is the most used), the **Scripts Tab** is switched on, where you can manage and edit all the report's scripts. - -![eurd-win-scripts-tab.png](../../../images/eurd-win-scripts-tab.png) - -In this tab, for a selected event, a script template is auto-added, in the language specified via the **Script Language** property of the report. - -This tab contains all scripts written for all report elements, and allows you to quickly navigate through them by choosing the required report element in the corresponding drop-down list, and specifying one of its available events in another menu. - -![eurd-win-scripts-tab](../../../images/eurd-win-scripting-tab-choose-control.png) - -The script editor supports intelligent code completion that makes it easier and faster for you to write scripts. Context-aware hints are displayed on typing a dot or pressing CTRL+spacebar. - -![eurd-win-scripting-intellisense](../../../images/eurd-win-scripting-intellisense.png) - -You can verify that your report's scripts are valid, by clicking **Validate**. The validation result is then displayed in the **Scripts Errors** panel. - -![eurd-win-scripts=errors-panel](../../../images/eurd-win-scripts=errors-panel.png) - -To proceed to the line that contains an error, click that error in the Error List panel. - -Note that scripts are saved to a file along with the report's layout. - +--- +title: Use Report Scripts +--- +# Use Report Scripts + +> [!IMPORTANT] +>Report scripts are not secure and are disabled by default. We recommend that you use [expression bindings](bind-to-data/data-binding-modes.md) instead. + +This document describes the basic principles of _scripting_, which can be performed by handling the events of a report, and its [bands](introduction-to-banded-reports.md) and [controls](use-report-elements.md). + +_Scripts_ are program commands, placed within the _event handlers_ of the required report elements. And, when the corresponding event occurs (e.g. a mouse click), the script code runs. + +You can write _scripts_ for a report or any of its elements (bands and controls), to be executed when the report is being [previewed, printed or exported](preview-print-and-export-reports.md). + +In the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Scripts** property for the required element. Every report element has an individual set of script events. + +![eurd-win-scripting-scripts-property](../../images/eurd-win-scripting-scripts-property.png) + +After you click **(New)** for an event (e.g. the **Before Print**, which is the most used), the **Scripts Tab** is switched on, where you can manage and edit all the report's scripts. + +![eurd-win-scripts-tab.png](../../images/eurd-win-scripts-tab.png) + +In this tab, for a selected event, a script template is auto-added, in the language specified via the **Script Language** property of the report. + +This tab contains all scripts written for all report elements, and allows you to quickly navigate through them by choosing the required report element in the corresponding drop-down list, and specifying one of its available events in another menu. + +![eurd-win-scripts-tab](../../images/eurd-win-scripting-tab-choose-control.png) + +The script editor supports intelligent code completion that makes it easier and faster for you to write scripts. Context-aware hints are displayed on typing a dot or pressing CTRL+spacebar. + +![eurd-win-scripting-intellisense](../../images/eurd-win-scripting-intellisense.png) + +You can verify that your report's scripts are valid, by clicking **Validate**. The validation result is then displayed in the **Scripts Errors** panel. + +![eurd-win-scripts=errors-panel](../../images/eurd-win-scripts=errors-panel.png) + +To proceed to the line that contains an error, click that error in the Error List panel. + +Note that scripts are saved to a file along with the report's layout. + diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf.md similarity index 94% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf.md index 9227c00924..9646a2ed82 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf.md @@ -1,35 +1,35 @@ ---- -title: Report Designer for WPF -author: Anna Gubareva -legacyId: 116255 ---- -# Report Designer for WPF -This guide contains information about the basic principles of creating reports with the Report Designer. - -The Report Designer allows you to create new reports from scratch, bind them to data and fully customize them. In addition to report editing capabilities, it allows you to display a report's Print Preview, send its outputs to a printer or export it to various formats. - -![EndUserReportFDesignerForWPF](../../images/img120311.png) - - -> [!NOTE] -> The WPF End-User Report Designer does not support code completion. - -Different aspects of using the Report Designer are covered in the following documentation sections. -* [Creating Reports](report-designer-for-wpf/creating-reports.md) - - The tutorials in this section provide step-by-step instructions on both basic and advanced report customization. -* [Report Types](report-designer-for-wpf/report-types.md) - - The documents in this section describe how to create reports of different types with the Report Designer. -* [Report Elements](report-designer-for-wpf/report-elements.md) - - The topics in this section provide information about report controls and bands used in the Report Designer. -* [Interface Elements](report-designer-for-wpf/interface-elements.md) - - The documents in this section are dedicated to the elements of the Report Designer user interface. -* [Report Wizard](report-designer-for-wpf/report-wizard.md) - - This documentation section describes the Report Wizard, which allows you to create reports based on built-in templates. -* [Document Preview](report-designer-for-wpf/document-preview.md) - +--- +title: Report Designer for WPF +author: Anna Gubareva +legacyId: 116255 +--- +# Report Designer for WPF +This guide contains information about the basic principles of creating reports with the Report Designer. + +The Report Designer allows you to create new reports from scratch, bind them to data and fully customize them. In addition to report editing capabilities, it allows you to display a report's Print Preview, send its outputs to a printer or export it to various formats. + +![EndUserReportFDesignerForWPF](../images/img120311.png) + + +> [!NOTE] +> The WPF End-User Report Designer does not support code completion. + +Different aspects of using the Report Designer are covered in the following documentation sections. +* [Creating Reports](report-designer-for-wpf/creating-reports.md) + + The tutorials in this section provide step-by-step instructions on both basic and advanced report customization. +* [Report Types](report-designer-for-wpf/report-types.md) + + The documents in this section describe how to create reports of different types with the Report Designer. +* [Report Elements](report-designer-for-wpf/report-elements.md) + + The topics in this section provide information about report controls and bands used in the Report Designer. +* [Interface Elements](report-designer-for-wpf/interface-elements.md) + + The documents in this section are dedicated to the elements of the Report Designer user interface. +* [Report Wizard](report-designer-for-wpf/report-wizard.md) + + This documentation section describes the Report Wizard, which allows you to create reports based on built-in templates. +* [Document Preview](report-designer-for-wpf/document-preview.md) + The topics in this section describe the capabilities provided by the Print Preview. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md similarity index 79% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md index 3215b06305..833bc46cc3 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md @@ -1,69 +1,69 @@ ---- -title: Add Page Numbers and System Information to a Report -author: Anna Gubareva -legacyId: 116379 ---- -# Add Page Numbers and System Information to a Report -This document describes how to insert _page numbers_ or other system information (e.g., _current date and time_, _user name_, etc.) into a report. - -Generally, this information is displayed within the Page Header and Footer or Page Margin [bands](../../report-elements/report-bands.md). To add page numbers or system information to a report, drop the [Page Info](../../report-elements/report-controls.md) control from the [Control Toolbox](../../interface-elements/control-toolbox.md) onto a band. - -![EUD_WpfReportDesigner_PageInfo_1](../../../../../images/img123722.png) - -Then, follow the instructions below for your specific task. -* [Add Page Numbers](#pagenumbers) -* [Add System Date and Time](#datetime) -* [Add the User Name](#username) - - - -## Add Page Numbers -To insert page numbers in a report, do the following. -1. Right-click the **Page Info** control, and in the context menu, click the **Edit...** link. Then, in the invoked dialog, specify the **Page Information** property. - - ![EUD_WpfReportDesigner_PageInfo_2](../../../../../images/img123723.png) - - You can choose one of the following formats for displaying page numbers. - * **Number** - displays the current page number only. - * **Number of Total** - displays the current page number with total pages. - * **Rom Low Number** - the current page number is written in lowercase Roman letters. - * **Rom Hi Number** - the current page number is written in uppercase Roman letters. - * **Total** - displays the total number of pages. -2. To format the control's text, in the **Edit** dialog, specify the required format (e.g., **Page {0} of {1}**). - - ![EUD_WpfReportDesigner_PageInfo_3](../../../../../images/img123724.png) -3. You can also specify the **Start Page Number** and **Running Band** properties. For instance, the latter is available when there are [groups](../shaping-data/grouping-data.md) in a report, and you are required to apply independent page numbering for them. - -The result is shown below. - -![EUD_WpfReportDesigner_PageInfo_4](../../../../../images/img123725.png) - - - -## Add System Date and Time -To insert the current system date and time into a report, perform the steps below. -1. Right-click the **Page Info** control and select **Edit...** in the context menu. In the invoked dialog, expand the **Page Information** drop-down and select **Date Time**. - - ![EUD_WpfReportDesigner_PageInfo_5](../../../../../images/img123726.png) -2. To [format](../shaping-data/formatting-data.md) the control's text, you can either type it in the **Format** property, or click its ellipsis button and use the **Format String Editor**. - - ![EUD_WpfReportDesigner_PageInfo_6](../../../../../images/img123727.png) - -The result is shown below. - -![EUD_WpfReportDesigner_PageInfo_7](../../../../../images/img123728.png) - - - -## Add the User Name -To display the current user name in a report, do the following. -1. Right-click the **Page Info** control and select **Edit...** in the context menu. In the invoked dialog, expand the **Page Information** drop-down and select **User Name**. - - ![EUD_WpfReportDesigner_PageInfo_8](../../../../../images/img123729.png) -2. To format the control's text, in the **Edit** dialog, specify the required format (e.g., **Current User: {0}**). - - ![EUD_WpfReportDesigner_PageInfo_9](../../../../../images/img123730.png) - -The following image demonstrates the result. - -![EUD_WpfReportDesigner_PageInfo_10](../../../../../images/img123731.png) \ No newline at end of file +--- +title: Add Page Numbers and System Information to a Report +author: Anna Gubareva +legacyId: 116379 +--- +# Add Page Numbers and System Information to a Report +This document describes how to insert _page numbers_ or other system information (e.g., _current date and time_, _user name_, etc.) into a report. + +Generally, this information is displayed within the Page Header and Footer or Page Margin [bands](../../report-elements/report-bands.md). To add page numbers or system information to a report, drop the [Page Info](../../report-elements/report-controls.md) control from the [Control Toolbox](../../interface-elements/control-toolbox.md) onto a band. + +![EUD_WpfReportDesigner_PageInfo_1](../../../../images/img123722.png) + +Then, follow the instructions below for your specific task. +* [Add Page Numbers](#pagenumbers) +* [Add System Date and Time](#datetime) +* [Add the User Name](#username) + + + +## Add Page Numbers +To insert page numbers in a report, do the following. +1. Right-click the **Page Info** control, and in the context menu, click the **Edit...** link. Then, in the invoked dialog, specify the **Page Information** property. + + ![EUD_WpfReportDesigner_PageInfo_2](../../../../images/img123723.png) + + You can choose one of the following formats for displaying page numbers. + * **Number** - displays the current page number only. + * **Number of Total** - displays the current page number with total pages. + * **Rom Low Number** - the current page number is written in lowercase Roman letters. + * **Rom Hi Number** - the current page number is written in uppercase Roman letters. + * **Total** - displays the total number of pages. +2. To format the control's text, in the **Edit** dialog, specify the required format (e.g., **Page {0} of {1}**). + + ![EUD_WpfReportDesigner_PageInfo_3](../../../../images/img123724.png) +3. You can also specify the **Start Page Number** and **Running Band** properties. For instance, the latter is available when there are [groups](../shaping-data/grouping-data.md) in a report, and you are required to apply independent page numbering for them. + +The result is shown below. + +![EUD_WpfReportDesigner_PageInfo_4](../../../../images/img123725.png) + + + +## Add System Date and Time +To insert the current system date and time into a report, perform the steps below. +1. Right-click the **Page Info** control and select **Edit...** in the context menu. In the invoked dialog, expand the **Page Information** drop-down and select **Date Time**. + + ![EUD_WpfReportDesigner_PageInfo_5](../../../../images/img123726.png) +2. To [format](../shaping-data/formatting-data.md) the control's text, you can either type it in the **Format** property, or click its ellipsis button and use the **Format String Editor**. + + ![EUD_WpfReportDesigner_PageInfo_6](../../../../images/img123727.png) + +The result is shown below. + +![EUD_WpfReportDesigner_PageInfo_7](../../../../images/img123728.png) + + + +## Add the User Name +To display the current user name in a report, do the following. +1. Right-click the **Page Info** control and select **Edit...** in the context menu. In the invoked dialog, expand the **Page Information** drop-down and select **User Name**. + + ![EUD_WpfReportDesigner_PageInfo_8](../../../../images/img123729.png) +2. To format the control's text, in the **Edit** dialog, specify the required format (e.g., **Current User: {0}**). + + ![EUD_WpfReportDesigner_PageInfo_9](../../../../images/img123730.png) + +The following image demonstrates the result. + +![EUD_WpfReportDesigner_PageInfo_10](../../../../images/img123731.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md new file mode 100644 index 0000000000..305bc3eaef --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md @@ -0,0 +1,179 @@ +--- +title: Create or Modify Watermarks of a Report +legacyId: 116390 +--- +# Create or Modify Watermarks of a Report + +DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. + +* How to add watermarks. + +* How to specify watermark settings. + +* How to use pre-printed forms. + +* How to define watermark accessibility settings. + +## Add a Watermark to a Report + +Right-click the report, and in the invoked context menu, click the **Watermark...** link. In the invoked **Watermarks** dialog, add a new watermark and click either the **Text Watermark** or **Picture Watermark** tab, depending on the type of watermark you wish to add. + +## Specify Text Watermark Settings + +Specify the following settings: + +![Text watermark settings dialog](../../../../images/img123769.png) + +* Text + + The watermark’s text. + +* Direction + + The incline of the watermark’s text. + +* Font + + The font of the watermark’s text. + +* Color + + The foreground color of the watermark’s text. + +* Size + + The size of the watermark’s text. + +* Bold + + Formats the watermark’s text as bold. + +* Italic + + Formats the watermark’s text as italic. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s text. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. + +> [!NOTE] +> A report can display only one watermark on a report page. + +## Specify Picture Watermark Settings + +Specify an image. Click the **Load image** option’s **Image** button. + +In the invoked **Select Picture** dialog, select the file containing the image that you wish to use as a watermark and click **Open**. + +Specify the following picture options: + +![Picture watermark settings dialog](../../../../images/img123770.png) + +* Size Mode + + The mode in which a picture watermark is displayed. + +* Tiling + + Specifies whether a picture watermark should be tiled. + +* Horizontal Alignment + + Specifies the horizontal alignment of the watermark. + +* Vertical Alignment + + Specifies the vertical alignment of the watermark. + +* Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Transparency + + The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. + +* Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of an image watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of an image watermark used by assistive technologies. + +Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. + +> [!NOTE] +> A report can display only one watermark on a report page. + +## Combine Text and a Picture in One Watermark + +You can display both text and a picture in one watermark. + +For example, create a watermark and specify its text and picture settings. Set position of the text to In front and the position of the picture to Behind. + +As a result, in [Preview](../../document-preview.md) mode the image is displayed behind the table, while the text is in front of the content: + +![Combined text and image watermark](../../../../images/img123772.png) + +## Display a Specific Watermark in a Report + +The report's **Watermark Id** property allows you to specify a watermark from the collection to display in the report by the watermark's unique identifier (the Id option's value of the watermark). This property has a priority over the watermark’s **Page Range** property. + +## Display Watermarks According to the Specified Condition + +Bind **Watermark Id** to an expression to apply watermarks stored in the collection to specific report pages. + +Create the “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks with the following settings: + +![Create three watermarks](../../../../images/wpf-bind-watermarks-to-expression--ui.png) + +Specify the expression in the report’s **Watermark Id** property: + +`Iif([Arguments.PageIndex]=0,'Watermark1',Iif([Arguments.PageIndex]%2=0,'Watermark2','Watermark3'))` + +![Specify the binding expression](../../../../images/wpf-specify-watermark-expression-in-the-expression-editor.png) + +The image below shows the result. + +![Display different watermarks](../../../../images/wpf-watermarks-expression-example.png) + +## Watermark Accessibility Settings + +Use the following options to specify whether to include report watermarks in the logical structure of exported PDF documents: + +* For image watermarks that convey meaningful information, set the **Role** property to **Figure** and use the **Description** property to specify alternative text. + +* For text watermarks, set the **Role** property to **Paragraph** and use the **Description** property to specify alternative text. + +For purely decorative watermarks, retain the default value to treat the watermark as an artifact. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md similarity index 79% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md index 7b86aa2d5f..d61bb141c5 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md @@ -1,38 +1,38 @@ ---- -title: Conditionally Change a Control's Appearance -author: Anna Gubareva -legacyId: 116338 ---- -# Conditionally Change a Control's Appearance -This tutorial describes how to conditionally change a control's appearance (e.g., make a [Label](../../report-elements/report-controls.md)'s text red if its value exceeds a certain threshold). Thanks to the _formatting rules_ feature, no [scripts](../scripting.md) are required to complete this task, so you should not have to write any code. - -To conditionally change a control's appearance, do the following. -1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). -2. Right-click the report and select **Edit Formatting Rule Sheet...** in the invoked context menu. - - ![EUD_WpfReportDesigner_CondFormatting_1](../../../../../images/img123651.png) -3. In the invoked **Formatting Rule Sheet Editor**, create a new formatting rule using the plus button, and then, click the ellipsis button for its **Condition** property. - - ![EUD_WpfReportDesigner_CondFormatting_2](../../../../../images/img123652.png) -4. In the invoked **Expression Editor**, define the required Boolean condition (which means that its result is returned as either **true** or **false**). This tutorial demonstrates how to format fields if the **UnitPrice** value is greater than **30**. - - ![EUD_WpfReportDesigner_CondFormatting_3](../../../../../images/img123653.png) - - To save the condition and close the dialog, click **OK**. -5. Return to the **Formatting Rule Sheet Editor** and define the formatting to be applied, e.g., specify the desired foreground color. - - ![EUD_WpfReportDesigner_CondFormatting_4](../../../../../images/img123654.png) - - To save the changes and quit the dialog, click **OK**. -6. Finally, select the band or control to which the formatting rule should be applied (in this example, it is the [Detail band](../../report-elements/report-bands.md)), and select **Edit Formatting Rules...** in the context menu. - - ![EUD_WpfReportDesigner_CondFormatting_5](../../../../../images/img123655.png) -7. In the invoked **Formatting Rules Editor**, move the rule from left to right using the right arrow button so that you can apply the rule for this band. - - ![EUD_WpfReportDesigner_CondFormatting_6](../../../../../images/img123656.png) - - If multiple rules are applied, it is possible to customize their precedence using the up and down arrow buttons. So, the rules are applied in the same order that they appear in the list, and the last rule in the list has the highest priority. - -Switch your report to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_CondFormatting_Result](../../../../../images/img123657.png) \ No newline at end of file +--- +title: Conditionally Change a Control's Appearance +author: Anna Gubareva +legacyId: 116338 +--- +# Conditionally Change a Control's Appearance +This tutorial describes how to conditionally change a control's appearance (e.g., make a [Label](../../report-elements/report-controls.md)'s text red if its value exceeds a certain threshold). Thanks to the _formatting rules_ feature, no [scripts](../scripting.md) are required to complete this task, so you should not have to write any code. + +To conditionally change a control's appearance, do the following. +1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). +2. Right-click the report and select **Edit Formatting Rule Sheet...** in the invoked context menu. + + ![EUD_WpfReportDesigner_CondFormatting_1](../../../../images/img123651.png) +3. In the invoked **Formatting Rule Sheet Editor**, create a new formatting rule using the plus button, and then, click the ellipsis button for its **Condition** property. + + ![EUD_WpfReportDesigner_CondFormatting_2](../../../../images/img123652.png) +4. In the invoked **Expression Editor**, define the required Boolean condition (which means that its result is returned as either **true** or **false**). This tutorial demonstrates how to format fields if the **UnitPrice** value is greater than **30**. + + ![EUD_WpfReportDesigner_CondFormatting_3](../../../../images/img123653.png) + + To save the condition and close the dialog, click **OK**. +5. Return to the **Formatting Rule Sheet Editor** and define the formatting to be applied, e.g., specify the desired foreground color. + + ![EUD_WpfReportDesigner_CondFormatting_4](../../../../images/img123654.png) + + To save the changes and quit the dialog, click **OK**. +6. Finally, select the band or control to which the formatting rule should be applied (in this example, it is the [Detail band](../../report-elements/report-bands.md)), and select **Edit Formatting Rules...** in the context menu. + + ![EUD_WpfReportDesigner_CondFormatting_5](../../../../images/img123655.png) +7. In the invoked **Formatting Rules Editor**, move the rule from left to right using the right arrow button so that you can apply the rule for this band. + + ![EUD_WpfReportDesigner_CondFormatting_6](../../../../images/img123656.png) + + If multiple rules are applied, it is possible to customize their precedence using the up and down arrow buttons. So, the rules are applied in the same order that they appear in the list, and the last rule in the list has the highest priority. + +Switch your report to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_CondFormatting_Result](../../../../images/img123657.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md similarity index 85% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md index 55ce8aeb52..12d79732c7 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md @@ -1,27 +1,27 @@ ---- -title: Conditionally Change a Label's Text -author: Anna Gubareva -legacyId: 116340 ---- -# Conditionally Change a Label's Text -This tutorial demonstrates how to change a label's text if a certain condition is met. No [scripts](../scripting.md) are required to accomplish this task. - -To conditionally change a label's text, do the following. -1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). -2. Next, add a calculated field. To do this, in the [Field List](../../interface-elements/field-list.md), right-click any item inside the created data source, and in the invoked context menu, select **Add Calculated Field**. - - ![WPFDesigner_FieldListAddingCalcField](../../../../../images/img123013.png) -3. Select the calculated field, and in the [Properties Panel](../../interface-elements/properties-panel.md), set its **Field Type** to **String**. Then, click the ellipsis button for the **Expression** property. - - In the invoked **Expression Editor**, specify the required logical condition for the calculated field (e.g., **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])**, which means that if the **UnitsOnOrder** data field's value is equal to **0**, the control's text will be replaced with **None**). - - ![EUD_WpfReportDesigner_CondChangeLabelText_1](../../../../../images/img123669.png) - - To save the changes and close the dialog, click **OK**. -4. Finally, drop the required data fields and the created calculated field from the Field List onto the report's [Detail band](../../report-elements/report-bands.md). - - ![EUD_WpfReportDesigner_CondChangeLabelText_2](../../../../../images/img123670.png) - -The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_CondChangeLabelText_Result](../../../../../images/img123671.png) \ No newline at end of file +--- +title: Conditionally Change a Label's Text +author: Anna Gubareva +legacyId: 116340 +--- +# Conditionally Change a Label's Text +This tutorial demonstrates how to change a label's text if a certain condition is met. No [scripts](../scripting.md) are required to accomplish this task. + +To conditionally change a label's text, do the following. +1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). +2. Next, add a calculated field. To do this, in the [Field List](../../interface-elements/field-list.md), right-click any item inside the created data source, and in the invoked context menu, select **Add Calculated Field**. + + ![WPFDesigner_FieldListAddingCalcField](../../../../images/img123013.png) +3. Select the calculated field, and in the [Properties Panel](../../interface-elements/properties-panel.md), set its **Field Type** to **String**. Then, click the ellipsis button for the **Expression** property. + + In the invoked **Expression Editor**, specify the required logical condition for the calculated field (e.g., **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])**, which means that if the **UnitsOnOrder** data field's value is equal to **0**, the control's text will be replaced with **None**). + + ![EUD_WpfReportDesigner_CondChangeLabelText_1](../../../../images/img123669.png) + + To save the changes and close the dialog, click **OK**. +4. Finally, drop the required data fields and the created calculated field from the Field List onto the report's [Detail band](../../report-elements/report-bands.md). + + ![EUD_WpfReportDesigner_CondChangeLabelText_2](../../../../images/img123670.png) + +The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_CondChangeLabelText_Result](../../../../images/img123671.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md similarity index 76% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md index 2bc08d650b..d9d4bd1f1d 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md @@ -1,33 +1,33 @@ ---- -title: Conditionally Hide Bands -author: Anna Gubareva -legacyId: 116339 ---- -# Conditionally Hide Bands -This tutorial describes how to hide bands if a certain logical condition is met. Note that no [scripts](../scripting.md) are required to accomplish this task. - -To demonstrate this feature, use a report with grouping similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). - -To conditionally hide bands in a report, do the following. -1. Right-click the [Group Header](../../report-elements/report-bands.md) and select **Edit Formatting Rules...** in its context menu. - - ![EUD_WpfReportDesigner_HideBands_1](../../../../../images/img123661.png) -2. In the invoked **Formatting Rules Editor**, click the **Edit Rule Sheet...** button. - - ![EUD_WpfReportDesigner_HideBands_2](../../../../../images/img123662.png) -3. Then, in the invoked **Formatting Rule Sheet Editor**, click the plus button to create a new rule. Set its **Visible** property to **No**, and click the ellipsis button for the **Condition** property. - - ![EUD_WpfReportDesigner_HideBands_3](../../../../../images/img123663.png) -4. Construct the required logical expression (e.g., **[CategoryID] < 2**), and click **OK**. - - ![EUD_WpfReportDesigner_HideBands_4](../../../../../images/img123664.png) - - To quit the **Formatting Rule Sheet Editor** and save changes, click **OK**. -5. Return to the **Formatting Rules Editor** and move the created rule to the dialog's right section using the right arrow button to make it active. - - ![EUD_WpfReportDesigner_HideBands_5](../../../../../images/img123665.png) -6. Apply the same formatting rule to the report's Detail band. - -Switch to the [Print Preview](../../document-preview.md) and view the result. In this example, you can see that the first category is not shown. So, the conditional formatting was applied properly. - -![EUD_WpfReportDesigner_HideBands_Result](../../../../../images/img123666.png) \ No newline at end of file +--- +title: Conditionally Hide Bands +author: Anna Gubareva +legacyId: 116339 +--- +# Conditionally Hide Bands +This tutorial describes how to hide bands if a certain logical condition is met. Note that no [scripts](../scripting.md) are required to accomplish this task. + +To demonstrate this feature, use a report with grouping similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). + +To conditionally hide bands in a report, do the following. +1. Right-click the [Group Header](../../report-elements/report-bands.md) and select **Edit Formatting Rules...** in its context menu. + + ![EUD_WpfReportDesigner_HideBands_1](../../../../images/img123661.png) +2. In the invoked **Formatting Rules Editor**, click the **Edit Rule Sheet...** button. + + ![EUD_WpfReportDesigner_HideBands_2](../../../../images/img123662.png) +3. Then, in the invoked **Formatting Rule Sheet Editor**, click the plus button to create a new rule. Set its **Visible** property to **No**, and click the ellipsis button for the **Condition** property. + + ![EUD_WpfReportDesigner_HideBands_3](../../../../images/img123663.png) +4. Construct the required logical expression (e.g., **[CategoryID] < 2**), and click **OK**. + + ![EUD_WpfReportDesigner_HideBands_4](../../../../images/img123664.png) + + To quit the **Formatting Rule Sheet Editor** and save changes, click **OK**. +5. Return to the **Formatting Rules Editor** and move the created rule to the dialog's right section using the right arrow button to make it active. + + ![EUD_WpfReportDesigner_HideBands_5](../../../../images/img123665.png) +6. Apply the same formatting rule to the report's Detail band. + +Switch to the [Print Preview](../../document-preview.md) and view the result. In this example, you can see that the first category is not shown. So, the conditional formatting was applied properly. + +![EUD_WpfReportDesigner_HideBands_Result](../../../../images/img123666.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md index 2074d7e472..3bcdbcc648 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md @@ -1,62 +1,62 @@ ---- -title: Understanding Style Concepts -author: Anna Gubareva -legacyId: 116335 ---- -# Understanding Style Concepts -This document describes how you can provide a professional look to your reports by effectively adjusting the appearance of its elements. - -This document consists of the following sections. -* [Appearance Properties](#properties) -* [Visual Styles](#styles) -* [Styles Priority](#priority) - - - -## Appearance Properties -In the Report Designer, a report and each of its elements ([bands](../../report-elements/report-bands.md) and [controls](../../report-elements/report-controls.md)) has a complete set of appearance options (such as **Background Color**, **Borders**, **Font**, **Foreground Color**, **Text Alignment**, etc.). By default, these properties are not specified, meaning that their real values are obtained from a control's (or band's) _parent_, which is the report itself. So, the appearance specified for a report is distributed to all its child elements. Similarly, the appearance of a band is translated to the controls it contains. - -![EUD_WpfReportDesigner_Appearance_1](../../../../../images/img123622.png) - -In turn, a control's appearance can be adjusted independently from its parent. - -![EUD_WpfReportDesigner_Appearance_2](../../../../../images/img123623.png) - - - -## Visual Styles -In addition to the capability to specify appearance property values for every control and band, you can create comprehensive global _styles_ (which are stored in the report's _style sheet_), and then assign them to individual report elements. - -Click the ellipsis button for the report's **Style Sheet** property to invoke the **Styles Editor**, which allows you to manage a report's style sheets, customize them, save them to a file and load from it. - -![EUD_WpfReportDesigner_Appearance_3](../../../../../images/img123624.png) - -You can also invoke the **Styles Editor** by right-clicking the report and selecting **Edit Style Sheet...** in the context menu. - -![EUD_WpfReportDesigner_Appearance_3a](../../../../../images/img123876.png) - -To assign a particular style to a control, invoke the drop-down list for its **Style** property. Then, select one of the styles stored in a report's sheet collection or click the plus button to create a new style sheet. - -![EUD_WpfReportDesigner_Appearance_4](../../../../../images/img123625.png) - -Note that if a style is assigned to a band, it is applied to all controls that the band contains. - -You can also use the [Report Explorer](../../interface-elements/report-explorer.md) to access the style collection. Commands of the context menu allow you to add, edit, clone or delete a style. - -![EUD_WpfReportDesigner_Appearance_5](../../../../../images/img123626.png) - - - -## Styles Priority -A style defines the same appearance properties that are defined by a control's (or band's) appearance properties. When both styles and individual appearance settings are assigned to an element, you can control the priority of their options using an element's **Style Priority** property. - -By default, most of the **Style Priority**'s options (**Use Background Color**, **Use Border Color**, etc.) are set to **Yes**. This means that if any style is assigned to a control, its properties will have a higher priority than the appearance properties of this element or its parent. You can assign a higher priority to an element's appearance property by disabling the corresponding **Use*** property. - -The following image demonstrates how the **Style Priority** property works. - -![EUD_WpfReportDesigner_StylePriority](../../../../../images/img124176.png) - -The same principles are applied to the _odd-even styles_ feature, which allows you to alternate the appearance of consecutive data rows in your report. For details on this, refer to [Use Odd and Even Styles](use-odd-and-even-styles.md). - -> [!NOTE] +--- +title: Understanding Style Concepts +author: Anna Gubareva +legacyId: 116335 +--- +# Understanding Style Concepts +This document describes how you can provide a professional look to your reports by effectively adjusting the appearance of its elements. + +This document consists of the following sections. +* [Appearance Properties](#properties) +* [Visual Styles](#styles) +* [Styles Priority](#priority) + + + +## Appearance Properties +In the Report Designer, a report and each of its elements ([bands](../../report-elements/report-bands.md) and [controls](../../report-elements/report-controls.md)) has a complete set of appearance options (such as **Background Color**, **Borders**, **Font**, **Foreground Color**, **Text Alignment**, etc.). By default, these properties are not specified, meaning that their real values are obtained from a control's (or band's) _parent_, which is the report itself. So, the appearance specified for a report is distributed to all its child elements. Similarly, the appearance of a band is translated to the controls it contains. + +![EUD_WpfReportDesigner_Appearance_1](../../../../images/img123622.png) + +In turn, a control's appearance can be adjusted independently from its parent. + +![EUD_WpfReportDesigner_Appearance_2](../../../../images/img123623.png) + + + +## Visual Styles +In addition to the capability to specify appearance property values for every control and band, you can create comprehensive global _styles_ (which are stored in the report's _style sheet_), and then assign them to individual report elements. + +Click the ellipsis button for the report's **Style Sheet** property to invoke the **Styles Editor**, which allows you to manage a report's style sheets, customize them, save them to a file and load from it. + +![EUD_WpfReportDesigner_Appearance_3](../../../../images/img123624.png) + +You can also invoke the **Styles Editor** by right-clicking the report and selecting **Edit Style Sheet...** in the context menu. + +![EUD_WpfReportDesigner_Appearance_3a](../../../../images/img123876.png) + +To assign a particular style to a control, invoke the drop-down list for its **Style** property. Then, select one of the styles stored in a report's sheet collection or click the plus button to create a new style sheet. + +![EUD_WpfReportDesigner_Appearance_4](../../../../images/img123625.png) + +Note that if a style is assigned to a band, it is applied to all controls that the band contains. + +You can also use the [Report Explorer](../../interface-elements/report-explorer.md) to access the style collection. Commands of the context menu allow you to add, edit, clone or delete a style. + +![EUD_WpfReportDesigner_Appearance_5](../../../../images/img123626.png) + + + +## Styles Priority +A style defines the same appearance properties that are defined by a control's (or band's) appearance properties. When both styles and individual appearance settings are assigned to an element, you can control the priority of their options using an element's **Style Priority** property. + +By default, most of the **Style Priority**'s options (**Use Background Color**, **Use Border Color**, etc.) are set to **Yes**. This means that if any style is assigned to a control, its properties will have a higher priority than the appearance properties of this element or its parent. You can assign a higher priority to an element's appearance property by disabling the corresponding **Use*** property. + +The following image demonstrates how the **Style Priority** property works. + +![EUD_WpfReportDesigner_StylePriority](../../../../images/img124176.png) + +The same principles are applied to the _odd-even styles_ feature, which allows you to alternate the appearance of consecutive data rows in your report. For details on this, refer to [Use Odd and Even Styles](use-odd-and-even-styles.md). + +> [!NOTE] > When [conditional formatting](conditionally-change-a-controls-appearance.md) is applied to an element, its appearance definition has the highest priority. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md similarity index 77% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md index 0d5a1f6d7d..7c51d1e286 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md @@ -1,27 +1,27 @@ ---- -title: Use Odd and Even Styles -author: Anna Gubareva -legacyId: 116336 ---- -# Use Odd and Even Styles -This tutorial describes how to apply _odd and even styles_ to [report controls](../../report-elements/report-controls.md), e.g., to alternate the background color for each record. - -To utilize odd and even styles, do the following. -1. Create a [table report](../../report-types/table-report.md). -2. In the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the report's **Style Sheet** property. - - ![EUD_WpfReportDesigner_OddEvenStyle_1](../../../../../images/img123644.png) -3. In the invoked **Styles Editor**, click the plus button to add a new style. Then, adjust the required options, e.g., set the **Background Color**. - - ![EUD_WpfReportDesigner_OddEvenStyle_2](../../../../../images/img123645.png) - - Click **OK** to apply changes and quit the dialog. -4. Select the detail table, and in the [Properties Panel](../../interface-elements/properties-panel.md), expand its **Styles** option. Invoke the drop-down list for the **Even Style** property and select the created style. - - ![EUD_WpfReportDesigner_OddEvenStyle_3](../../../../../images/img123646.png) - -If required, perform the same steps to create and assign an odd style. - -Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDersigner_TableReport_Result](../../../../../images/img123474.png) \ No newline at end of file +--- +title: Use Odd and Even Styles +author: Anna Gubareva +legacyId: 116336 +--- +# Use Odd and Even Styles +This tutorial describes how to apply _odd and even styles_ to [report controls](../../report-elements/report-controls.md), e.g., to alternate the background color for each record. + +To utilize odd and even styles, do the following. +1. Create a [table report](../../report-types/table-report.md). +2. In the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the report's **Style Sheet** property. + + ![EUD_WpfReportDesigner_OddEvenStyle_1](../../../../images/img123644.png) +3. In the invoked **Styles Editor**, click the plus button to add a new style. Then, adjust the required options, e.g., set the **Background Color**. + + ![EUD_WpfReportDesigner_OddEvenStyle_2](../../../../images/img123645.png) + + Click **OK** to apply changes and quit the dialog. +4. Select the detail table, and in the [Properties Panel](../../interface-elements/properties-panel.md), expand its **Styles** option. Invoke the drop-down list for the **Even Style** property and select the created style. + + ![EUD_WpfReportDesigner_OddEvenStyle_3](../../../../images/img123646.png) + +If required, perform the same steps to create and assign an odd style. + +Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDersigner_TableReport_Result](../../../../images/img123474.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md index 527c41f446..570cdf83d9 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md @@ -1,25 +1,25 @@ ---- -title: Adjust Page Layout Settings -author: Anna Gubareva -legacyId: 116290 ---- -# Adjust Page Layout Settings -In the Report Designer, page settings of a report can be specified in one of two ways. The first approach forces the default printer settings to be used when the report is printed, while the other one enables you to alter page settings independently. - -## Using Settings of the Default Printer -For the orientation, margins and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. This may be useful when the report is printed in several places with different printers and printer settings. To do this, go to the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Using Settings of the Default Printer** property and enable required options. - -![EUD_WpfReportDesigner_PageSettings_1](../../../../../images/img123820.png) - -## Specify the Report's Page Settings -While designing the report, you can specify the page settings using the [Properties Panel](../../interface-elements/properties-panel.md). - -![EUD_WpfReportDesigner_PageSettings_2](../../../../../images/img123821.png) - -You can select one the predefined paper sizes or specify a custom paper size. To create your own paper size, set the **Paper Kind** property to **Custom**, and then specify the **Page Width** and **Page Height** properties. You can also use the **Paper Name** property to select a custom paper that is used in the printer that the document is going to be printed on. - -To modify page margins, specify the **Margins** property. The margin values are expressed in the report's [measurement units](change-measurement-units-of-a-report.md). In addition, you can set the page orientation using the **Landscape** property and specify whether the document is supposed to be printed on roll paper. - -You can also modify the paper size, orientation and margins in the **Page Setup** dialog, which can be invoked by clicking the **Page Setup** ![WPFDesigner_Toolbar_PageSetup](../../../../../images/img120433.png) button on the [Toolbar](../../interface-elements/toolbar.md). - -![EUD_WpfReportDesigner_PageSettings_3](../../../../../images/img123822.png) \ No newline at end of file +--- +title: Adjust Page Layout Settings +author: Anna Gubareva +legacyId: 116290 +--- +# Adjust Page Layout Settings +In the Report Designer, page settings of a report can be specified in one of two ways. The first approach forces the default printer settings to be used when the report is printed, while the other one enables you to alter page settings independently. + +## Using Settings of the Default Printer +For the orientation, margins and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. This may be useful when the report is printed in several places with different printers and printer settings. To do this, go to the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Using Settings of the Default Printer** property and enable required options. + +![EUD_WpfReportDesigner_PageSettings_1](../../../../images/img123820.png) + +## Specify the Report's Page Settings +While designing the report, you can specify the page settings using the [Properties Panel](../../interface-elements/properties-panel.md). + +![EUD_WpfReportDesigner_PageSettings_2](../../../../images/img123821.png) + +You can select one the predefined paper sizes or specify a custom paper size. To create your own paper size, set the **Paper Kind** property to **Custom**, and then specify the **Page Width** and **Page Height** properties. You can also use the **Paper Name** property to select a custom paper that is used in the printer that the document is going to be printed on. + +To modify page margins, specify the **Margins** property. The margin values are expressed in the report's [measurement units](change-measurement-units-of-a-report.md). In addition, you can set the page orientation using the **Landscape** property and specify whether the document is supposed to be printed on roll paper. + +You can also modify the paper size, orientation and margins in the **Page Setup** dialog, which can be invoked by clicking the **Page Setup** ![WPFDesigner_Toolbar_PageSetup](../../../../images/img120433.png) button on the [Toolbar](../../interface-elements/toolbar.md). + +![EUD_WpfReportDesigner_PageSettings_3](../../../../images/img123822.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md similarity index 85% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md index 8ec09f9da6..c271e78b08 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md @@ -1,45 +1,45 @@ ---- -title: Adjust the Layout of Report Elements -author: Anna Gubareva -legacyId: 116289 ---- -# Adjust the Layout of Report Elements -This document describes how to customize the [report elements](../../report-elements.md) layout and consists of the following sections. -* [Selecting Report Elements](#selecting) -* [Moving Report Elements](#moving) -* [Resizing Report Elements](#resizing) - - - -## Selecting Report Elements -To select a [report control](../../report-elements/report-controls.md) or [band](../../report-elements/report-bands.md), click it. To select the next element in the tab order, press TAB. To select the previous element in the tab order, click SHIFT + TAB. - -To select multiple elements, do one of the following. -* Click report elements while holding down the CTRL or SHIFT key. -* Click on a blank space and drag the mouse to create a selection frame. When the mouse button is released, all controls within the selection frame's boundaries will be selected. In this case, the previous selection is cleared. - - ![EUD_WpfReportDesigner_Layout_1](../../../../../images/img123811.png) - - - -## Moving Report Elements -To move a report control, select it and drag to the new location. To move it using the keyboard, press the arrow keys. - -![EUD_WpfReportDesigner_Layout_2](../../../../../images/img123812.png) - -You can also move multiple selected report controls in the same way as individual controls. - -The report controls can be precisely aligned to each other using the **Snap Gird** and/or **Snap Lines**. For details on this, refer to [Control Positioning ](control-positioning.md). - - - -## Resizing Report Elements -To resize a control using the mouse, select it and then drag a rectangle drawn on its edge or corner. Press `Shift` and drag a corner anchor to resize a report control and preserve its aspect ratio. - -![EUD_WpfReportDesigner_Layout_3](../../../../../images/img123813.png) - -You can also select multiple controls and resize them in the same way as individual controls. - -To resize a report band, drag its bottom border. - -![EUD_WpfReportDesigner_Layout_4](../../../../../images/img123814.png) \ No newline at end of file +--- +title: Adjust the Layout of Report Elements +author: Anna Gubareva +legacyId: 116289 +--- +# Adjust the Layout of Report Elements +This document describes how to customize the [report elements](../../report-elements.md) layout and consists of the following sections. +* [Selecting Report Elements](#selecting) +* [Moving Report Elements](#moving) +* [Resizing Report Elements](#resizing) + + + +## Selecting Report Elements +To select a [report control](../../report-elements/report-controls.md) or [band](../../report-elements/report-bands.md), click it. To select the next element in the tab order, press TAB. To select the previous element in the tab order, click SHIFT + TAB. + +To select multiple elements, do one of the following. +* Click report elements while holding down the CTRL or SHIFT key. +* Click on a blank space and drag the mouse to create a selection frame. When the mouse button is released, all controls within the selection frame's boundaries will be selected. In this case, the previous selection is cleared. + + ![EUD_WpfReportDesigner_Layout_1](../../../../images/img123811.png) + + + +## Moving Report Elements +To move a report control, select it and drag to the new location. To move it using the keyboard, press the arrow keys. + +![EUD_WpfReportDesigner_Layout_2](../../../../images/img123812.png) + +You can also move multiple selected report controls in the same way as individual controls. + +The report controls can be precisely aligned to each other using the **Snap Gird** and/or **Snap Lines**. For details on this, refer to [Control Positioning ](control-positioning.md). + + + +## Resizing Report Elements +To resize a control using the mouse, select it and then drag a rectangle drawn on its edge or corner. Press `Shift` and drag a corner anchor to resize a report control and preserve its aspect ratio. + +![EUD_WpfReportDesigner_Layout_3](../../../../images/img123813.png) + +You can also select multiple controls and resize them in the same way as individual controls. + +To resize a report band, drag its bottom border. + +![EUD_WpfReportDesigner_Layout_4](../../../../images/img123814.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md index 969ba5c581..27aded482b 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md @@ -1,18 +1,18 @@ ---- -title: Back Up the Report Layout -author: Anna Gubareva -legacyId: 116291 ---- -# Back Up the Report Layout -To guarantee that you will be able to revert your report to its original state, you can to create a _backup copy_. Then, you can apply changes without worrying that it will be hard to restore your report, in case something breaks. -* To save a copy of your report, click the **Save As** button in the [Toolbar](../../interface-elements/toolbar.md). - - ![EUD_WpfReportDesigner_SaveAsReport](../../../../../images/img123953.png) - - Then, in the invoked standard **Save** dialog, specify the folder and file name. -* To save the current layout of your report, click the **Save** button in the [Toolbar](../../interface-elements/toolbar.md), or press CTRL+S. When you click this button for the report for the first time, it invokes the **Save** dialog, which allows you to specify where the report should be saved. The subsequent clicking of this button for the same report will silently save the report to the previously specified file. - - ![EUD_WpfReportDesigner_SaveReport](../../../../../images/img123952.png) -* To load a previously saved report, click the **Open** button in the [Toolbar](../../interface-elements/toolbar.md) or press CTRL+O. This invokes the standard **Open** dialog, which allows you to locate and open report files. - - ![EUD_WpfReportDesigner_OpenReport](../../../../../images/img123951.png) \ No newline at end of file +--- +title: Back Up the Report Layout +author: Anna Gubareva +legacyId: 116291 +--- +# Back Up the Report Layout +To guarantee that you will be able to revert your report to its original state, you can to create a _backup copy_. Then, you can apply changes without worrying that it will be hard to restore your report, in case something breaks. +* To save a copy of your report, click the **Save As** button in the [Toolbar](../../interface-elements/toolbar.md). + + ![EUD_WpfReportDesigner_SaveAsReport](../../../../images/img123953.png) + + Then, in the invoked standard **Save** dialog, specify the folder and file name. +* To save the current layout of your report, click the **Save** button in the [Toolbar](../../interface-elements/toolbar.md), or press CTRL+S. When you click this button for the report for the first time, it invokes the **Save** dialog, which allows you to specify where the report should be saved. The subsequent clicking of this button for the same report will silently save the report to the previously specified file. + + ![EUD_WpfReportDesigner_SaveReport](../../../../images/img123952.png) +* To load a previously saved report, click the **Open** button in the [Toolbar](../../interface-elements/toolbar.md) or press CTRL+O. This invokes the standard **Open** dialog, which allows you to locate and open report files. + + ![EUD_WpfReportDesigner_OpenReport](../../../../images/img123951.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md index d9b4a6c650..b5fd687c0b 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md @@ -1,20 +1,20 @@ ---- -title: Change Measurement Units of a Report -author: Anna Gubareva -legacyId: 116288 ---- -# Change Measurement Units of a Report -For your report, you can choose its global **Measure Units**, which can be **Hundredths of an Inch**, **Inches**, **Tenths of a Millimeter**, **Millimeters**, or **Pixels**. - -To specify the **Measure Unit** property, do one of the following: -* Click the report’s smart tag and set this property to the required value. - - ![EUD_WpfReportDesigner_MeasureUnit_1](../../../../../images/img123773.png) -* Select the report and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Expand the **Measure Units** drop-down and select the required value. - - ![EUD_WpfReportDesigner_MeasureUnit_2](../../../../../images/img123774.png) - -This defines the basic measurement unit for all the unit-related options of a report and its [bands](../../report-elements/report-bands.md) and [controls](../../report-elements/report-controls.md) (such as location, size, border width, etc.) as well as the measurement unit of the report's [Snap Grid](control-positioning.md). - -> [!Note] +--- +title: Change Measurement Units of a Report +author: Anna Gubareva +legacyId: 116288 +--- +# Change Measurement Units of a Report +For your report, you can choose its global **Measure Units**, which can be **Hundredths of an Inch**, **Inches**, **Tenths of a Millimeter**, **Millimeters**, or **Pixels**. + +To specify the **Measure Unit** property, do one of the following: +* Click the report’s smart tag and set this property to the required value. + + ![EUD_WpfReportDesigner_MeasureUnit_1](../../../../images/img123773.png) +* Select the report and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Expand the **Measure Units** drop-down and select the required value. + + ![EUD_WpfReportDesigner_MeasureUnit_2](../../../../images/img123774.png) + +This defines the basic measurement unit for all the unit-related options of a report and its [bands](../../report-elements/report-bands.md) and [controls](../../report-elements/report-controls.md) (such as location, size, border width, etc.) as well as the measurement unit of the report's [Snap Grid](control-positioning.md). + +> [!Note] > Changing the system of measurement results in converting the corresponding property values and updating the layout of all report elements in the Report Designer. Notably, the system of measurement determines the minimum increment with which an element's location and sizes can be changed. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md similarity index 87% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md index 47feb9bb47..1162048209 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md @@ -1,37 +1,37 @@ ---- -title: Control Positioning -author: Anna Gubareva -legacyId: 116398 ---- -# Control Positioning -This document describes how to easily construct professionally looking reports by precisely aligning their [elements](../../report-elements/report-controls.md) to each other. These are useful when creating new reports from scratch or when fixing cluttered report layouts with dozens of randomly scattered controls. - -To select an appropriate alignment mode for report elements, use a report's **Snapping Mode**. - -![EUD_WpfReportDesigner_Positioning_1](../../../../../images/img123807.png) - -## Snap Grid -When a report is being edited in the Report Designer, it is lined up by the snap grid. This helps to establish the distance between report elements and align them to each other. - -![EUD_WpfReportDesigner_Positioning_2](../../../../../images/img123808.png) - -In the **Snap to Grid** mode, a report control that is being relocated using the mouse or the ARROW keys is automatically aligned with the nearest grid cell. When resizing the report control, its size is discretely changed by one grid cell. You can temporarily ignore snapping to the grid when moving and resizing controls. For this, hold down the CTRL key when using the mouse and the ALT key when using the keyboard. - -You can select whether the snap grid should be drawn over a report surface by setting the **Draw the Grid** option in the [Properties Panel](../../interface-elements/properties-panel.md). - -![EUD_WpfReportDesigner_Positioning_3](../../../../../images/img123809.png) - -You also can adjust the **Snap Grid Size**, which is measured in the [measurement units](change-measurement-units-of-a-report.md) set for your report. - -## Snap Lines -If the **Snap Lines** mode is selected, report elements are aligned using snap lines. These are special guide lines, which appear around the report control that is being moved or resized and indicate this control's bounds and the distance to other report elements (controls and bands). - -![EUD_WpfReportDesigner_Positioning_4](../../../../../images/img123810.png) - -To disable snapping using snap lines for controls being relocated or resized, additionally hold down the ALT key. - -## Snap Lines and Snap Grid -The **Snap to Grid and Snap Lines** mode enables snapping to both the snap grid and snap lines. - -## No Snapping +--- +title: Control Positioning +author: Anna Gubareva +legacyId: 116398 +--- +# Control Positioning +This document describes how to easily construct professionally looking reports by precisely aligning their [elements](../../report-elements/report-controls.md) to each other. These are useful when creating new reports from scratch or when fixing cluttered report layouts with dozens of randomly scattered controls. + +To select an appropriate alignment mode for report elements, use a report's **Snapping Mode**. + +![EUD_WpfReportDesigner_Positioning_1](../../../../images/img123807.png) + +## Snap Grid +When a report is being edited in the Report Designer, it is lined up by the snap grid. This helps to establish the distance between report elements and align them to each other. + +![EUD_WpfReportDesigner_Positioning_2](../../../../images/img123808.png) + +In the **Snap to Grid** mode, a report control that is being relocated using the mouse or the ARROW keys is automatically aligned with the nearest grid cell. When resizing the report control, its size is discretely changed by one grid cell. You can temporarily ignore snapping to the grid when moving and resizing controls. For this, hold down the CTRL key when using the mouse and the ALT key when using the keyboard. + +You can select whether the snap grid should be drawn over a report surface by setting the **Draw the Grid** option in the [Properties Panel](../../interface-elements/properties-panel.md). + +![EUD_WpfReportDesigner_Positioning_3](../../../../images/img123809.png) + +You also can adjust the **Snap Grid Size**, which is measured in the [measurement units](change-measurement-units-of-a-report.md) set for your report. + +## Snap Lines +If the **Snap Lines** mode is selected, report elements are aligned using snap lines. These are special guide lines, which appear around the report control that is being moved or resized and indicate this control's bounds and the distance to other report elements (controls and bands). + +![EUD_WpfReportDesigner_Positioning_4](../../../../images/img123810.png) + +To disable snapping using snap lines for controls being relocated or resized, additionally hold down the ALT key. + +## Snap Lines and Snap Grid +The **Snap to Grid and Snap Lines** mode enables snapping to both the snap grid and snap lines. + +## No Snapping To disable snapping in your report, set the **Snapping Mode** property to **None**. In this case, report controls are moved and resized by one measurement unit defined by the **Report Unit** property. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md similarity index 77% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md index 703157d259..c377bf799e 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md @@ -1,17 +1,17 @@ ---- -title: Create a New Report -author: Anna Gubareva -legacyId: 116286 ---- -# Create a New Report -This topic explains how to create a new report in the Report Designer. - -To create a new report, do one of the following depending on the Report Designer's View. -* In the Classic View, click the **New** button in the [Toolbar](../../interface-elements/toolbar.md). - - ![EUD_WpfReportDesigner_CreateReportClassicView](../../../../../images/img123983.png) -* In the Browser View, click the plus button located inside the tab panel next to report headers. - - ![EUD_WpfReportDesigner_CreateReportBrowserView](../../../../../images/img123984.png) - +--- +title: Create a New Report +author: Anna Gubareva +legacyId: 116286 +--- +# Create a New Report +This topic explains how to create a new report in the Report Designer. + +To create a new report, do one of the following depending on the Report Designer's View. +* In the Classic View, click the **New** button in the [Toolbar](../../interface-elements/toolbar.md). + + ![EUD_WpfReportDesigner_CreateReportClassicView](../../../../images/img123983.png) +* In the Browser View, click the plus button located inside the tab panel next to report headers. + + ![EUD_WpfReportDesigner_CreateReportBrowserView](../../../../images/img123984.png) + As a result, the [Report Wizard](../../report-wizard.md) is automatically invoked allowing you to create the required report based on built-in templates. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md index 5e13bb7913..788896f0da 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md @@ -1,42 +1,42 @@ ---- -title: Create and Delete Report Elements -author: Anna Gubareva -legacyId: 116287 ---- -# Create and Delete Report Elements -This document describes how to add and delete [report controls](../../report-elements/report-controls.md) and [bands](../../report-elements/report-bands.md) in the Report Designer. - -The topic consists of the following sections. -* [Creating Report Controls](#createcontrols) -* [Creating Report Bands](#createbands) -* [Deleting Controls and Bands](#delete) - - - -## Creating Report Controls -All available controls are listed in the [Control Toolbox](../../interface-elements/control-toolbox.md). To add a control to the currently opened report, you can drag and drop it onto an appropriate [report band](../../report-elements/report-bands.md). - -![WPFDesigner_DragAndDropItemFromToolbox](../../../../../images/img120304.png) - -Report controls of appropriate types are created automatically, after you drag items from the [Field List](../../interface-elements/field-list.md) and drop them onto the [report surface](../../interface-elements/design-surface.md). - -![EUD_WpfReportDesigner_BindControls_2](../../../../../images/img123705.png) - - - -## Creating Report Bands -To add a new band of a particular type, use the context menu of the report or bands. Right-click a report on the [design surface](../../interface-elements/design-surface.md) or in the [Report Explorer](../../interface-elements/report-explorer.md), and select a band to be inserted in the report. - -![EUD_WpfReportDesigner_CreateBand](../../../../../images/img123817.png) - - - -## Deleting Controls and Bands -To delete a report control or band, select it on the [design surface](../../interface-elements/design-surface.md) or [Report Explorer](../../interface-elements/report-explorer.md), and then do one of the following. -* Press the DELETE key. -* Right-click the report element, and in the invoked context menu, select **Delete**. - - ![EUD_WpfReportDesigner_DeleteControl](../../../../../images/img123818.png) -* Click the **Delete** ![WPFDesigner_Toolbar_DeleteIcon](../../../../../images/img120139.png) button on the [Toolbar](../../interface-elements/toolbar.md). - +--- +title: Create and Delete Report Elements +author: Anna Gubareva +legacyId: 116287 +--- +# Create and Delete Report Elements +This document describes how to add and delete [report controls](../../report-elements/report-controls.md) and [bands](../../report-elements/report-bands.md) in the Report Designer. + +The topic consists of the following sections. +* [Creating Report Controls](#createcontrols) +* [Creating Report Bands](#createbands) +* [Deleting Controls and Bands](#delete) + + + +## Creating Report Controls +All available controls are listed in the [Control Toolbox](../../interface-elements/control-toolbox.md). To add a control to the currently opened report, you can drag and drop it onto an appropriate [report band](../../report-elements/report-bands.md). + +![WPFDesigner_DragAndDropItemFromToolbox](../../../../images/img120304.png) + +Report controls of appropriate types are created automatically, after you drag items from the [Field List](../../interface-elements/field-list.md) and drop them onto the [report surface](../../interface-elements/design-surface.md). + +![EUD_WpfReportDesigner_BindControls_2](../../../../images/img123705.png) + + + +## Creating Report Bands +To add a new band of a particular type, use the context menu of the report or bands. Right-click a report on the [design surface](../../interface-elements/design-surface.md) or in the [Report Explorer](../../interface-elements/report-explorer.md), and select a band to be inserted in the report. + +![EUD_WpfReportDesigner_CreateBand](../../../../images/img123817.png) + + + +## Deleting Controls and Bands +To delete a report control or band, select it on the [design surface](../../interface-elements/design-surface.md) or [Report Explorer](../../interface-elements/report-explorer.md), and then do one of the following. +* Press the DELETE key. +* Right-click the report element, and in the invoked context menu, select **Delete**. + + ![EUD_WpfReportDesigner_DeleteControl](../../../../images/img123818.png) +* Click the **Delete** ![WPFDesigner_Toolbar_DeleteIcon](../../../../images/img120139.png) button on the [Toolbar](../../interface-elements/toolbar.md). + Note that certain elements cannot be deleted (such as the Detail band). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md new file mode 100644 index 0000000000..17e4bdd4d4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md @@ -0,0 +1,49 @@ +--- +title: Bind a Report to a Database +author: Anna Gubareva +legacyId: 116270 +--- +# Bind a Report to a Database +This document describes the steps required to connect a report to a database. + +To bind a report to a database, do the following. +1. [Create a new report](../../basic-operations/create-a-new-report.md). +2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. + + ![EUD_WpfReportDesigner_AddDataSource](../../../../../images/img123562.png) + +3. On the first page of the invoked **Data Source Wizard**, specify the data connection to be used. If it is absent in the list containing existing connections, select **No, I'd like to specify the connection parameters myself** and click **Next**. + + ![EUD_WpfReportDesigner_DataSourceWizard_Database_2](../../../../../images/img123986.png) + +4. On the next page, specify the data source type. Select **Microsoft SQL Server** and click **Next** to proceed. + + ![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../images/img122896.png) + +5. This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. + + ![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../images/img122000.png) + + Click **Next** to proceed. +6. If server authentication is required for the selected database type, the next page will prompt you to specify whether or not you want to save the user credentials along with the connection string. + + Select the required option and click **Next**. + + ![EUD_WpfReportDesigner_DataSourceWizard_Database_3](../../../../../images/img123987.png) +7. On the next page, you can construct an SQL query to obtain data from the database, or select a stored procedure. + + To construct an SQL query, click **Run Query Builder...** + + ![EUD_WpfReportDesigner_DataSourceWizard_Database_4](../../../../../images/img123988.png) +8. In the invoked [Query Builder](../../../interface-elements/query-builder.md) window, select an item from the list of available tables on the left and drop it onto the list of data tables to be used. + + ![WPDDesigner_QueryBuilder_AddingTable](../../../../../images/img122798.png) +9. Enable the check box near the added table to include all of its fields in the data view. + + ![WPDDesigner_QueryBuilder_AddTable](../../../../../images/img122117.png) + + Click **OK** to exit the **Query Builder**. Click **Finish** to exit the **Data Source Wizard**. + + The newly created SQL data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). + + ![EUD_WpfReportDesigner_SqlDataSource](../../../../../images/img123563.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md new file mode 100644 index 0000000000..3cd045ae44 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md @@ -0,0 +1,62 @@ +--- +title: Bind a Report to an Entity Framework Data Source +author: Anna Gubareva +legacyId: 116271 +--- +# Bind a Report to an Entity Framework Data Source +This document describes the steps required to connect a report to data provided by an Entity Framework data context. + +To bind a report to an Entity Framework data source, do the following: + +# Create a Report + +[Create a new report](../../basic-operations/create-a-new-report.md). +## Select a Data Source and Specify Data Context + +Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. + +![EUD_WpfReportDesigner_AddDataSource](../../../../../images/img123562.png) + +The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Entity Framework** and click **Next** to proceed. + +![EUD_WpfReportDesigner_DataSourceWizard_EF](../../../../../images/img123564.png) + +On the next page, select the required data context from the list of available data contexts and click **Next**. + +![EUD_WpfReportDesigner_EF_1](../../../../../images/img123989.png) + +## Select a Connection String + +On the next page, specify a connection string used to establish a data connection. The following options are available: +### Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![EF default connection string](../../../../../images/ef-default-connection-string.png) +### Custom Connection String + +Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. + +![WpfReportWizard_EF_SpecifyConnectionString](../../../../../images/img122129.png) + +### Predefined Connection String + +Select an existing connection string available in the current project. + +![WpfReportWizard_EF_SelectConnectionString](../../../../../images/img122128.png) + +## Add Stored Procedures (Optionally) + +The following wizard page is available only if the current entity data model contains stored procedures. To bind to a stored procedure, click **Add**. Then, in the invoked window, select a required stored procedure and click **OK**. + +![EUD_WpfReportDesigner_EF_3](../../../../../images/img123991.png) + +Configure the parameters to be passed to the selected stored procedure. Be sure to specify the correct parameter **Type**. Click **Finish** to exit the wizard. + +![EUD_WpfReportDesigner_EF_4](../../../../../images/img123992.png) + +## Result + +The newly created Entity Framework data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). + +![EUD_WpfReportDesigner_EFDataSource](../../../../../images/img123567.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md index 2807727323..fb72b81520 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md @@ -1,46 +1,46 @@ ---- -title: Bind a Report to an Excel Data Source -author: Anna Gubareva -legacyId: 116273 ---- -# Bind a Report to an Excel Data Source -This document describes the steps required to connect a report to data obtained from a Microsoft Excel workbook. - -To bind a report to an Excel data source, do the following. -1. [Create a new report](../../basic-operations/create-a-new-report.md). -2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. - - ![EUD_WpfReportDesigner_AddDataSource](../../../../../../images/img123562.png) -3. The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Excel File** and click **Next** to proceed. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel](../../../../../../images/img123566.png) -4. On the next wizard page, select a required Excel workbook. To do this, click the ellipsis button and locate the source file or enter the full path to this file. The XLS, XLSX and XLSM formats are supported. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel_1](../../../../../../images/img123999.png) - - Click **Next** to proceed to the next wizard page. -5. The next wizard page allows you to specify import settings. - - Enable the first check box to use values of the first row as field names. If you disable this option, values of the first row will be imported as data and field names will be generated automatically. You can also specify whether to include empty rows to the result data source, and whether to skip hidden rows and columns. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel_2](../../../../../../images/img124000.png) - - Specify required settings and click **Next**. -6. On the next wizard page specify from which part of the workbook to extract data. All worksheets, tables and named regions existing in the workbook are listed here. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel_3](../../../../../../images/img124001.png) -7. The next wizard page allows you to select required columns and specify their settings. - - To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel_4](../../../../../../images/img124002.png) - - On this page, you can also preview the resulting data by clicking the **Preview...** button. - - ![EUD_WpfReportDesigner_DataSourceWizard_Excel_5](../../../../../../images/img124003.png) - -Click **Finish** to complete the wizard. - -The newly created data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). - -![EUD_WpfReportDesigner_ExcelDataSource](../../../../../../images/img123578.png) \ No newline at end of file +--- +title: Bind a Report to an Excel Data Source +author: Anna Gubareva +legacyId: 116273 +--- +# Bind a Report to an Excel Data Source +This document describes the steps required to connect a report to data obtained from a Microsoft Excel workbook. + +To bind a report to an Excel data source, do the following. +1. [Create a new report](../../basic-operations/create-a-new-report.md). +2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. + + ![EUD_WpfReportDesigner_AddDataSource](../../../../../images/img123562.png) +3. The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Excel File** and click **Next** to proceed. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel](../../../../../images/img123566.png) +4. On the next wizard page, select a required Excel workbook. To do this, click the ellipsis button and locate the source file or enter the full path to this file. The XLS, XLSX and XLSM formats are supported. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel_1](../../../../../images/img123999.png) + + Click **Next** to proceed to the next wizard page. +5. The next wizard page allows you to specify import settings. + + Enable the first check box to use values of the first row as field names. If you disable this option, values of the first row will be imported as data and field names will be generated automatically. You can also specify whether to include empty rows to the result data source, and whether to skip hidden rows and columns. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel_2](../../../../../images/img124000.png) + + Specify required settings and click **Next**. +6. On the next wizard page specify from which part of the workbook to extract data. All worksheets, tables and named regions existing in the workbook are listed here. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel_3](../../../../../images/img124001.png) +7. The next wizard page allows you to select required columns and specify their settings. + + To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel_4](../../../../../images/img124002.png) + + On this page, you can also preview the resulting data by clicking the **Preview...** button. + + ![EUD_WpfReportDesigner_DataSourceWizard_Excel_5](../../../../../images/img124003.png) + +Click **Finish** to complete the wizard. + +The newly created data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). + +![EUD_WpfReportDesigner_ExcelDataSource](../../../../../images/img123578.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md new file mode 100644 index 0000000000..000b4ec2d1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md @@ -0,0 +1,37 @@ +--- +title: Bind a Report to an Object Data Source +author: Anna Gubareva +legacyId: 116272 +--- +# Bind a Report to an Object Data Source +This document describes the steps required to connect a report to an object data source. + +To bind a report to an object data source, do the following. +1. [Create a new report](../../basic-operations/create-a-new-report.md). +2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. + + ![EUD_WpfReportDesigner_AddDataSource](../../../../../images/img123562.png) +3. The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Object Binding** and click **Next** to proceed. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object](../../../../../images/img123565.png) +4. Next, select an assembly that contains the class type definition of the data source. To exclude irrelevant assemblies from this list, select the **Show only highlighted assemblies** check box. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object_1](../../../../../images/img123994.png) +5. On the following wizard page, select a data source type. To exclude irrelevant classes from this list, select the **Show only highlighted types** check box. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object_2](../../../../../images/img123995.png) +6. On the next wizard page, select whether you need to retrieve the actual data from the data source or obtain the data source schema (enabling you to edit the report layout without having access to the actual underlying data). Select the second option and click **Next** to proceed. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object_3](../../../../../images/img123996.png) +7. The following page allows you to select a data source constructor to be used to create an instance of the data source. To exclude irrelevant constructors from the list, select the **Show only highlighted constructors** check box. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object_4](../../../../../images/img123997.png) +8. On this wizard page, you can specify the parameters for the selected constructor. To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or even create a new report parameter using the in-place editor. + + ![EUD_WpfReportDesigner_DataSourceWizard_Object_5](../../../../../images/img123998.png) + + Click **Finish** to exit the wizard. + +The newly created object data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). + +![EUD_WpfReportDesigner_ObjectDataSource](../../../../../images/img123569.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md similarity index 88% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md index 1409156f06..5b08bcf3ba 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md @@ -1,60 +1,60 @@ ---- -title: Binding Report Controls to Data -author: Anna Gubareva -legacyId: 116275 ---- -# Binding Report Controls to Data -[Report controls](../../report-elements/report-controls.md) can either display static information or dynamic data obtained from the [bound data source](binding-a-report-to-data.md). - -Data-bound controls are indicated by a yellow database icon, both on the [Design Surface](../../interface-elements/design-surface.md) and in the [Report Explorer](../../interface-elements/report-explorer.md). - -![EUD_WpfReportDesigner_BindControls_1](../../../../../images/img123704.png) - -To embed dynamic information to a report, if this information is contained in the report data source, you can use one of the following approaches. -* [Using the Field List](#fieldlist) -* [Using the Context Menu](#contextmenu) -* [Using the Properties Panel](#propertygrid) - -After a control is bound to data, you can employ additional features that are listed in the [Special Capabilities](#special) section of this document. - - - -## Using the Field List -The Report Designer allows you to create a data-aware element using the [Field List](../../interface-elements/field-list.md). To do this, switch to the Field List panel, click the desired field item and drop it onto the report band. This automatically creates a control bound to the selected data field. - -![EUD_WpfReportDesigner_BindControls_2](../../../../../images/img123705.png) - - - -## Using the Context Menu -Right click an existing report control, and in the invoked context menu, click the **Edit...** link. - -![EUD_WpfReportDesigner_BindControls_3](../../../../../images/img123706.png) - -In the invoked **Edit** dialog, expand the **Data Binding** drop-down and select the required data field. - -![EUD_WpfReportDesigner_BindControls_4](../../../../../images/img123707.png) - -To unbind a control's property, expand the **Data Binding** drop-down and click the **Clear** button. - - - -## Using the Properties Panel -Select a control (e.g., on the [Design Surface](../../interface-elements/design-surface.md)) and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Expand the **Data Bindings** option and specify a data field for the required property (e.g., **Text**). - -![EUD_WpfReportDesigner_BindControls_5](../../../../../images/img123709.png) - -To unbind a control's property, expand the corresponding drop-down and click the **Clear** button. - - - -## Special Capabilities -After a control is bound, you can apply formatting to its dynamic content (e.g., for it to be treated as currency, or date-time content). For details on this, refer to [Formatting Data](../shaping-data/formatting-data.md). - -It is possible to force a control to display a result of a summary function calculated across the data field to which it is bound. For more information, see [Calculating Summaries](../shaping-data/calculating-summaries.md). - -Another noteworthy option is to combine both static and dynamic content within the same control (e.g., to append some text prefix or postfix to a value obtained from a database), or even bind a control to multiple data fields at one time. This is detailed in [Using Mail Merge](using-mail-merge.md). - -If you are required to perform pre-calculations over the data field to which a control is bound, you can do so by creating a _calculated field_, and binding the control to it. This is detailed at [Calculated Fields](calculated-fields.md). - +--- +title: Binding Report Controls to Data +author: Anna Gubareva +legacyId: 116275 +--- +# Binding Report Controls to Data +[Report controls](../../report-elements/report-controls.md) can either display static information or dynamic data obtained from the [bound data source](binding-a-report-to-data.md). + +Data-bound controls are indicated by a yellow database icon, both on the [Design Surface](../../interface-elements/design-surface.md) and in the [Report Explorer](../../interface-elements/report-explorer.md). + +![EUD_WpfReportDesigner_BindControls_1](../../../../images/img123704.png) + +To embed dynamic information to a report, if this information is contained in the report data source, you can use one of the following approaches. +* [Using the Field List](#fieldlist) +* [Using the Context Menu](#contextmenu) +* [Using the Properties Panel](#propertygrid) + +After a control is bound to data, you can employ additional features that are listed in the [Special Capabilities](#special) section of this document. + + + +## Using the Field List +The Report Designer allows you to create a data-aware element using the [Field List](../../interface-elements/field-list.md). To do this, switch to the Field List panel, click the desired field item and drop it onto the report band. This automatically creates a control bound to the selected data field. + +![EUD_WpfReportDesigner_BindControls_2](../../../../images/img123705.png) + + + +## Using the Context Menu +Right click an existing report control, and in the invoked context menu, click the **Edit...** link. + +![EUD_WpfReportDesigner_BindControls_3](../../../../images/img123706.png) + +In the invoked **Edit** dialog, expand the **Data Binding** drop-down and select the required data field. + +![EUD_WpfReportDesigner_BindControls_4](../../../../images/img123707.png) + +To unbind a control's property, expand the **Data Binding** drop-down and click the **Clear** button. + + + +## Using the Properties Panel +Select a control (e.g., on the [Design Surface](../../interface-elements/design-surface.md)) and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Expand the **Data Bindings** option and specify a data field for the required property (e.g., **Text**). + +![EUD_WpfReportDesigner_BindControls_5](../../../../images/img123709.png) + +To unbind a control's property, expand the corresponding drop-down and click the **Clear** button. + + + +## Special Capabilities +After a control is bound, you can apply formatting to its dynamic content (e.g., for it to be treated as currency, or date-time content). For details on this, refer to [Formatting Data](../shaping-data/formatting-data.md). + +It is possible to force a control to display a result of a summary function calculated across the data field to which it is bound. For more information, see [Calculating Summaries](../shaping-data/calculating-summaries.md). + +Another noteworthy option is to combine both static and dynamic content within the same control (e.g., to append some text prefix or postfix to a value obtained from a database), or even bind a control to multiple data fields at one time. This is detailed in [Using Mail Merge](using-mail-merge.md). + +If you are required to perform pre-calculations over the data field to which a control is bound, you can do so by creating a _calculated field_, and binding the control to it. This is detailed at [Calculated Fields](calculated-fields.md). + In turn, a calculated field may contain both dynamic and static _parameters_, which can be requested each time a report is being previewed. For more information, refer to [Report Parameters](report-parameters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md new file mode 100644 index 0000000000..160f0b0c63 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md @@ -0,0 +1,33 @@ +--- +title: Calculated Fields +author: Anna Gubareva +legacyId: 116278 +--- +# Calculated Fields +This document demonstrates how to add a _calculated field_ to a report. The main purpose of calculated fields is to perform pre-calculations of virtually any level of complexity over data fields based on a specific expression. + +In the Report Designer, a calculated field is similar to an ordinary data field (e.g., you can [bind controls to it](binding-report-controls-to-data.md), and [group](../shaping-data/grouping-data.md), [sort](../shaping-data/sorting-data.md) and [filter](../shaping-data/filtering-data.md) your report against it). + +To add a calculated field to your report, follow the instructions below. +1. To create a calculated field, in the [Field List](../../interface-elements/field-list.md), right-click any item inside the data source, and in the invoked menu, select **Add Calculated Field**. + + ![WPFDesigner_FieldListAddingCalcField](../../../../images/img123013.png) +2. In the Field List, select the created field and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Make sure to change the **Field Type** property to an appropriate value. + + ![EUD_WpfReportDesigner_CalcField_1](../../../../images/img123716.png) +3. Then, create an expression for the calculated field. + + Click the ellipsis button for the **Expression** property to invoke the **Expression Editor**. You can also invoke this dialog by right-clicking the calculated field within the Field List and selecting **Edit Expression...** + + ![EUD_WpfReportDesigner_CalcField_2](../../../../images/img123717.png) + + Click **Fields** to see the field list. To add a data field or [report parameter](report-parameters.md) to this expression, double-click the required name. A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using the "**Parameters.**" prefix before their names. Use the toolbar to add operators between field names. + + To close the dialog and save the expression, click **OK**. +4. Finally, drag the calculated field from the Field List onto the required [band](../../report-elements/report-bands.md) like an ordinary data field. + + ![EUD_WpfReportDesigner_CalcField_3](../../../../images/img123718.png) + +The report with a calculated field is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_CalcField_Result](../../../../images/img123719.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/date-range-report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/date-range-report-parameters.md new file mode 100644 index 0000000000..7af51ec947 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/date-range-report-parameters.md @@ -0,0 +1,50 @@ +# Range Report Parameters + +This topic describes how to create **date range** and **time range** parameters and filter a report’s data by the specified date or time values. + +## Create a Range Parameter in the Report Designer + +Follow the steps below to add a range parameter to a report in the [Report Designer](../../../report-designer-for-wpf.md): + +1. [Create a report parameter](report-parameters.md). +2. In the *Add New Parameter* dialog, specify parameter options: + + - **Parameter type**: *Date and Time*, *Date*, or *Time* + - **Value Source**: *Range Parameters* + + The **Start Parameter** and **End Parameter** sections that appear allow you to configure options to create a date or time range: + + ![The "Add new parameter" dialog for a range parameter](../../../../images/wpf-use-date-ranges-design-add-param-dialog.png) + +3. You can change the *Name* and initial static *Value* for the **Start Parameter** and **End Parameter**. To specify an [expression](../../../report-designer-for-winforms/use-expressions.md) instead of a static value, the **Value** option's ellipsis button and use the **Expression Editor** dialog: + + ![The "Add new parameter" dialog for a range parameter - Expression](../../../../images/wpf-use-date-ranges-design-value-expression.png) + +4. [Reference the created range parameter](report-parameters.md). You can reference this parameter in the report’s filter string, in expressions, and in a control's **Text** property. You can also bind control and data source parameters to report parameters. + + We recommend that you use the following functions with range parameters in expressions and filter strings: + + - `InDateRange(Date, FromDate, ToDate)` - equivalent to the `FromDate <= Date && Value < Date` expression. + - `InTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime <= Time && Time < ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). + - `OutOfTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime > Time || Time => ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). + + The image below filters the report's data by the following filter string: + + `InDateRange([ShippedDate], ?paramDateRange_Start, ?paramDateRange_End) ` + + ![Reference the created range parameter in the filter string](../../../../images/wpf-use-date-ranges-filterstring.png) + + +When you switch to the report's **Print Preview** tab, the Parameters panel displays the newly created range parameter. Click the editor to set a range. The editor type depends on the parameter type: + +**An editor for "Date" and "Date and Time" range parameters:** + +![A date range parameter's editor on Print Preview.](../../../../images/wpf-use-date-ranges-parameters-panel.png) + +**An editor for "Time" range parameters:** + +![A time range parameter's editor on Print Preview.](../../../../images/wpf-use-time-ranges-parameters-panel.png) + +After you submit start and end values, the report document shows filtered data. The report below shows the **ShippedDate** field filtered by the date range parameter: + +![The report data is filtered by the date range](../../../../images/wpf-use-date-ranges-parameters-filtered.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md index adda41112a..6888ba130b 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md @@ -1,63 +1,63 @@ ---- -title: Query Parameters -author: Anna Gubareva -legacyId: 116277 ---- -# Query Parameters -A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. - -In the Report Designer, query parameters are typically used in the following scenarios. -* Passed as criteria to the **WHERE** part of an SQL statement to perform data source level [filtering](../shaping-data/filtering-data.md). The query parameter's value is inserted into the resulting SQL query string in the position of the corresponding placeholder, which has the "**@QueryParameterName**" form. -* Passed as actual parameters to a stored procedure. See the [Customize the Query](../../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) topic to learn more. - -To create and configure query parameters to filter report data, do the following. -1. When creating a new data-bound report using the [Report Wizard](../../report-wizard.md) or [binding an existing one to an SQL data source](binding-a-report-to-data/bind-a-report-to-a-database.md), go to the [query customization](../../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) page. - - To open this page to customize an existing data source, right-click this data source in the [Report Explorer](../../interface-elements/report-explorer.md) and select **Manage Queries** in the context menu. - - ![EUD_WpfReportDersigner_MasterDetail_1](../../../../../images/img123522.png) - - Then, in the invoked **Manage Queries** dialog, click the ellipsis button for the required query. - - ![EUD_WpfReportDersigner_ManageQueriesDialog](../../../../../images/img123861.png) -2. In the invoked **Data Source Wizard**, click the **Run Query Builder...** button. - - ![EUD_WpfReportDersigner_Filtering_4](../../../../../images/img123870.png) -3. In the **Query Builder**, construct the query, and then, click the **Filter...** button. - - ![EUD_WpfReportDersigner_Filtering_5](../../../../../images/img123871.png) -4. In the invoked **Filter Editor**, construct a filtering expression that will be used to filter resulting data at the data source level. To access parameters, click the icon on the right until it turns into a question mark. Then, click the parameter placeholder and select **Create Query Parameter**. - - ![EUD_WpfReportDesigner_QueryParameters_1](../../../../../images/img123893.png) -5. In the invoked **Query Parameter Editor**, specify the parameter's name and appropriate value type, and click **OK**. - - ![EUD_WpfReportDesigner_QueryParameters_2](../../../../../images/img123894.png) - - Close the **Filter Editor**, and then, complete the **Query Builder**. -6. Now, the newly constructed SQL query appears in string form on this wizard page. The query parameter is passed to the **WHERE** part of the SQL string and has the "**@QueryParameterName**" form. - - ![EUD_WpfReportDesigner_QueryParameters_3](../../../../../images/img123895.png) - - Then, click **Next** to proceed to the next wizard page. -7. The next wizard page provides access to query parameters and allows you to add, configure and remove it. On this page, specify the actual value (either static or dynamic) for a query parameter. - * **Specifying a static value** - - To specify a static value for a query parameter, select the parameter's value type, and then specify its actual value in the **Value** column according to the selected type. - - ![EUD_WpfReportDesigner_QueryParameters_4](../../../../../images/img123896.png) - * **Specifying a dynamic value** - - To use a dynamically generated value, do the following. - - First, activate the **Expression** check box for the required parameter. This allows you to use an expression to dynamically calculate the parameter's actual value. - - To map the query parameter to a new report parameter, click the plus button for the **Value** property, and in the invoked dialog, specify the required report parameter settings. Be sure to specify the report parameter type according to the type of the respective query parameter. - - ![EUD_WpfReportDesigner_QueryParameters_5](../../../../../images/img123897.png) - - Then, expand the drop-down list for the **Value** property and select the created report parameter. This list also contains report parameters that already exist in a report. - - ![EUD_WpfReportDesigner_QueryParameters_6](../../../../../images/img123898.png) - - You can also create a complex expression for a query parameter. To do this, click the ellipsis button for the **Value** property and construct the required expression in the invoked **Expression Editor**. +--- +title: Query Parameters +author: Anna Gubareva +legacyId: 116277 +--- +# Query Parameters +A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. + +In the Report Designer, query parameters are typically used in the following scenarios. +* Passed as criteria to the **WHERE** part of an SQL statement to perform data source level [filtering](../shaping-data/filtering-data.md). The query parameter's value is inserted into the resulting SQL query string in the position of the corresponding placeholder, which has the "**@QueryParameterName**" form. +* Passed as actual parameters to a stored procedure. See the [Customize the Query](../../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) topic to learn more. + +To create and configure query parameters to filter report data, do the following. +1. When creating a new data-bound report using the [Report Wizard](../../report-wizard.md) or [binding an existing one to an SQL data source](binding-a-report-to-data/bind-a-report-to-a-database.md), go to the [query customization](../../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) page. + + To open this page to customize an existing data source, right-click this data source in the [Report Explorer](../../interface-elements/report-explorer.md) and select **Manage Queries** in the context menu. + + ![EUD_WpfReportDersigner_MasterDetail_1](../../../../images/img123522.png) + + Then, in the invoked **Manage Queries** dialog, click the ellipsis button for the required query. + + ![EUD_WpfReportDersigner_ManageQueriesDialog](../../../../images/img123861.png) +2. In the invoked **Data Source Wizard**, click the **Run Query Builder...** button. + + ![EUD_WpfReportDersigner_Filtering_4](../../../../images/img123870.png) +3. In the **Query Builder**, construct the query, and then, click the **Filter...** button. + + ![EUD_WpfReportDersigner_Filtering_5](../../../../images/img123871.png) +4. In the invoked **Filter Editor**, construct a filtering expression that will be used to filter resulting data at the data source level. To access parameters, click the icon on the right until it turns into a question mark. Then, click the parameter placeholder and select **Create Query Parameter**. + + ![EUD_WpfReportDesigner_QueryParameters_1](../../../../images/img123893.png) +5. In the invoked **Query Parameter Editor**, specify the parameter's name and appropriate value type, and click **OK**. + + ![EUD_WpfReportDesigner_QueryParameters_2](../../../../images/img123894.png) + + Close the **Filter Editor**, and then, complete the **Query Builder**. +6. Now, the newly constructed SQL query appears in string form on this wizard page. The query parameter is passed to the **WHERE** part of the SQL string and has the "**@QueryParameterName**" form. + + ![EUD_WpfReportDesigner_QueryParameters_3](../../../../images/img123895.png) + + Then, click **Next** to proceed to the next wizard page. +7. The next wizard page provides access to query parameters and allows you to add, configure and remove it. On this page, specify the actual value (either static or dynamic) for a query parameter. + * **Specifying a static value** + + To specify a static value for a query parameter, select the parameter's value type, and then specify its actual value in the **Value** column according to the selected type. + + ![EUD_WpfReportDesigner_QueryParameters_4](../../../../images/img123896.png) + * **Specifying a dynamic value** + + To use a dynamically generated value, do the following. + + First, activate the **Expression** check box for the required parameter. This allows you to use an expression to dynamically calculate the parameter's actual value. + + To map the query parameter to a new report parameter, click the plus button for the **Value** property, and in the invoked dialog, specify the required report parameter settings. Be sure to specify the report parameter type according to the type of the respective query parameter. + + ![EUD_WpfReportDesigner_QueryParameters_5](../../../../images/img123897.png) + + Then, expand the drop-down list for the **Value** property and select the created report parameter. This list also contains report parameters that already exist in a report. + + ![EUD_WpfReportDesigner_QueryParameters_6](../../../../images/img123898.png) + + You can also create a complex expression for a query parameter. To do this, click the ellipsis button for the **Value** property and construct the required expression in the invoked **Expression Editor**. 8. Click **Finish** to exit the wizard. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md index 26b84bf10a..b7fd716cfe 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md @@ -1,82 +1,83 @@ ---- -title: Report Parameters -author: Anna Gubareva -legacyId: 116276 ---- -# Report Parameters -This document describes the main concepts of using parameters in the Report Designer and provides information on how to create parameters and pass their values. - -The document consists of the following sections. -* [Using Parameters](#using) -* [Creating Parameters](#create) -* [Passing Parameter Values](#result) - - - -## Using Parameters -Report parameters provide the capability to pass data of a certain type to a report and can be used in different ways listed below. -* **Filtering** - - You can use a report parameter to filter report data according to the current parameter value by specifying the report's **Filter String**. For more information, see the [Filtering Data](../shaping-data/filtering-data.md) topic. - - ![EUD_WpfReportDersigner_Filtering_3](../../../../../images/img123693.png) -* **Data Binding** - - To show a parameter's value in a report, drag the parameter from the [Field List](../../interface-elements/field-list.md) panel and drop it onto the required band. This creates a **Label** bound to the parameter, as with an ordinary data field. - - ![EUD_WpfReportDesigner_Parameters_1](../../../../../images/img123830.png) - - For more information, see the [Binding Report Controls to Data](binding-report-controls-to-data.md) topic. -* **Calculated Fields and Conditional Formatting** - - Parameters can participate in constructing expressions for [calculated fields](calculated-fields.md) and [formatting rules](../appearance-customization/conditionally-change-a-controls-appearance.md), as well as standard data fields. The only difference is that a parameter is inserted into the expression's text using the "**Parameters.**" prefix before its name. - - ![EUD_WpfReportDesigner_Parameters_2](../../../../../images/img123831.png) -* **Cascading Parameters** - - You can filter parameter values by specifying the filtering expression that can also include other parameter values. To construct this filtering expression, set the parameter's **Look-Up Settings Type** property to **StaticList** or **DynamicList** and then specify its **Filter String** property. - - ![EUD_WpfReportDesigner_Parameters_3](../../../../../images/img123832.png) -* **Multi-Value Parameters** - - If a parameter is bound to a collection of standard values, it is possible to store more than one value in it. To do this, enable the parameter's **MultiValue** property. - - ![EUD_WpfReportDesigner_Parameters_4](../../../../../images/img123833.png) - - Multi-value parameters are useful when you need to filter report data against a list of values. The image below demonstrates a correct filtering expression that incorporates a multi-value parameter. - - ![EUD_WpfReportDesigner_Parameters_5](../../../../../images/img123834.png) - - The following image demonstrates an editor for a multi-value parameter in a [Print Preview](../../document-preview.md). - - ![EUD_WpfReportDesigner_Parameters_6](../../../../../images/img123835.png) - - - -## Creating Parameters -To create report parameters, follow the steps below. -1. [Create a new report](../basic-operations/create-a-new-report.md) and bind it to a data source. -2. In the [Field List](../../interface-elements/field-list.md) panel, right-click the **Parameters** section and in the invoked menu, click **Add Parameter**. - - ![EUD_WpfReportDesigner_Parametrized_1](../../../../../images/img123797.png) -3. In the invoked **Add New Parameter** dialog, set the created parameter's **Name** and **Description** properties and make sure to set its **Type** to an appropriate value. To display this parameter in the [Print Preview](../../document-preview.md), enable the **Show in the parameters panel** option. - - ![EUD_WpfReportDesigner_Parametrized_2](../../../../../images/img123798.png) -4. To assign a list of values to this report parameter, enable the **Supports the collection of standard values** option. - - In the **Dynamic values** tab, you can specify a parameter's data source, data member, value member and display member. The value member defines a data field that provides values to the parameter. The display member defines a data field that provides display names for parameter values, i.e., how these values appear in the user interface available in a [Print Preview](../../document-preview.md). - - In the **Static values** tab, you can manually fill the list of parameter values. Each parameter value has an individual description specifying how this value appears in the [Parameters Panel](../../document-preview/parameters-panel.md). - - ![EUD_WpfReportDesigner_Parametrized_3](../../../../../images/img123800.png) -5. Then, repeat the previous steps to create the second parameter, so that every time your report is previewed, you will be asked to specify two dates. -6. Next, use parameters to filter your report's data. Select report, and in the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the **Filter String** property. Then, in the invoked **Filter String Editor**, construct an expression where a data field is compared with the created parameters. To access parameters, click the icon on the right until it turns into a question mark. - - ![EUD_WpfReportDesigner_Parametrized_4](../../../../../images/img123801.png) - - - -## Passing Parameter Values -To view the resulting report in the Report Designer, switch to the [Print Preview](../../document-preview.md) tab. For a report containing at least one visible parameter, the dedicated [Parameters Panel](../../document-preview/parameters-panel.md) is automatically created in the Preview. This panel provides appropriate editors based on parameter types. To pass parameter values to the report, specify the required values and click **Submit**. - -![EUD_WpfReportDesigner_Parametrized_Result](../../../../../images/img123802.png) \ No newline at end of file +--- +title: Report Parameters +author: Anna Gubareva +legacyId: 116276 +--- +# Report Parameters + +This document describes the main concepts of using parameters in the Report Designer and provides information on how to create parameters and pass their values. + +The document consists of the following sections. +* [Using Parameters](#using) +* [Creating Parameters](#create) +* [Passing Parameter Values](#result) + + + +## Using Parameters +Report parameters provide the capability to pass data of a certain type to a report and can be used in different ways listed below. +* **Filtering** + + You can use a report parameter to filter report data according to the current parameter value by specifying the report's **Filter String**. For more information, see the [Filtering Data](../shaping-data/filtering-data.md) topic. + + ![EUD_WpfReportDersigner_Filtering_3](../../../../images/img123693.png) +* **Data Binding** + + To show a parameter's value in a report, drag the parameter from the [Field List](../../interface-elements/field-list.md) panel and drop it onto the required band. This creates a **Label** bound to the parameter, as with an ordinary data field. + + ![EUD_WpfReportDesigner_Parameters_1](../../../../images/img123830.png) + + For more information, see the [Binding Report Controls to Data](binding-report-controls-to-data.md) topic. +* **Calculated Fields and Conditional Formatting** + + Parameters can participate in constructing expressions for [calculated fields](calculated-fields.md) and [formatting rules](../appearance-customization/conditionally-change-a-controls-appearance.md), as well as standard data fields. The only difference is that a parameter is inserted into the expression's text using the "**Parameters.**" prefix before its name. + + ![EUD_WpfReportDesigner_Parameters_2](../../../../images/img123831.png) +* **Cascading Parameters** + + You can filter parameter values by specifying the filtering expression that can also include other parameter values. To construct this filtering expression, set the parameter's **Look-Up Settings Type** property to **StaticList** or **DynamicList** and then specify its **Filter String** property. + + ![EUD_WpfReportDesigner_Parameters_3](../../../../images/img123832.png) +* **Multi-Value Parameters** + + If a parameter is bound to a collection of standard values, it is possible to store more than one value in it. To do this, enable the parameter's **MultiValue** property. + + ![EUD_WpfReportDesigner_Parameters_4](../../../../images/img123833.png) + + Multi-value parameters are useful when you need to filter report data against a list of values. The image below demonstrates a correct filtering expression that incorporates a multi-value parameter. + + ![EUD_WpfReportDesigner_Parameters_5](../../../../images/img123834.png) + + The following image demonstrates an editor for a multi-value parameter in a [Print Preview](../../document-preview.md). + + ![EUD_WpfReportDesigner_Parameters_6](../../../../images/img123835.png) + + + +## Creating Parameters +To create report parameters, follow the steps below. +1. [Create a new report](../basic-operations/create-a-new-report.md) and bind it to a data source. +2. In the [Field List](../../interface-elements/field-list.md) panel, right-click the **Parameters** section and in the invoked menu, click **Add Parameter**. + + ![EUD_WpfReportDesigner_Parametrized_1](../../../../images/img123797.png) +3. In the invoked **Add New Parameter** dialog, set the created parameter's **Name** and **Description** properties and make sure to set its **Type** to an appropriate value. To display this parameter in the [Print Preview](../../document-preview.md), enable the **Show in the parameters panel** option. + + ![EUD_WpfReportDesigner_Parametrized_2](../../../../images/img123798.png) +4. To assign a list of values to this report parameter, enable the **Supports the collection of standard values** option. + + In the **Dynamic values** tab, you can specify a parameter's data source, data member, value member and display member. The value member defines a data field that provides values to the parameter. The display member defines a data field that provides display names for parameter values, i.e., how these values appear in the user interface available in a [Print Preview](../../document-preview.md). + + In the **Static values** tab, you can manually fill the list of parameter values. Each parameter value has an individual description specifying how this value appears in the [Parameters Panel](../../document-preview/parameters-panel.md). + + ![EUD_WpfReportDesigner_Parametrized_3](../../../../images/img123800.png) +5. Then, repeat the previous steps to create the second parameter, so that every time your report is previewed, you will be asked to specify two dates. +6. Next, use parameters to filter your report's data. Select report, and in the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the **Filter String** property. Then, in the invoked **Filter String Editor**, construct an expression where a data field is compared with the created parameters. To access parameters, click the icon on the right until it turns into a question mark. + + ![EUD_WpfReportDesigner_Parametrized_4](../../../../images/img123801.png) + + + +## Passing Parameter Values +To view the resulting report in the Report Designer, switch to the [Print Preview](../../document-preview.md) tab. For a report containing at least one visible parameter, the dedicated [Parameters Panel](../../document-preview/parameters-panel.md) is automatically created in the Preview. This panel provides appropriate editors based on parameter types. To pass parameter values to the report, specify the required values and click **Submit**. + +![EUD_WpfReportDesigner_Parametrized_Result](../../../../images/img123802.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md similarity index 87% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md index 45bd9d879f..42849679cc 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md @@ -1,22 +1,22 @@ ---- -title: Using Mail Merge -author: Anna Gubareva -legacyId: 116422 ---- -# Using Mail Merge -The _mail merge_ feature allows you to combine both static and [dynamic](binding-report-controls-to-data.md) content within the same [report control](../../report-elements/report-controls.md). For instance, you can append some text prefix or postfix to a value obtained from a database, or even bind a control to multiple data fields at one time. - -Mail merge is available for the following controls. -* Label -* Table Cell -* Check Box -* Barcode -* Zip Code - -To embed dynamic data into a control's static content, type in data field names surrounded by **[**square brackets**]**. If this field is valid in the current data context, it will be replaced with an appropriate data value when a report is previewed or exported. Since this data field is inserted into a label's text, you may also use any prefix or postfix. Moreover, you can insert several embedded fields into the **Text** of a single control, and all these embedded fields should be processed correctly. - -![EUD_WpfReportDesigner_MailMerge_1](../../../../../images/img123844.png) - -To embed a parameter's value into a control's content, use the **Parameters.ParameterName** syntax. - -![EUD_WpfReportDesigner_MailMerge_2](../../../../../images/img123845.png) \ No newline at end of file +--- +title: Using Mail Merge +author: Anna Gubareva +legacyId: 116422 +--- +# Using Mail Merge +The _mail merge_ feature allows you to combine both static and [dynamic](binding-report-controls-to-data.md) content within the same [report control](../../report-elements/report-controls.md). For instance, you can append some text prefix or postfix to a value obtained from a database, or even bind a control to multiple data fields at one time. + +Mail merge is available for the following controls. +* Label +* Table Cell +* Check Box +* Barcode +* Zip Code + +To embed dynamic data into a control's static content, type in data field names surrounded by **[**square brackets**]**. If this field is valid in the current data context, it will be replaced with an appropriate data value when a report is previewed or exported. Since this data field is inserted into a label's text, you may also use any prefix or postfix. Moreover, you can insert several embedded fields into the **Text** of a single control, and all these embedded fields should be processed correctly. + +![EUD_WpfReportDesigner_MailMerge_1](../../../../images/img123844.png) + +To embed a parameter's value into a control's content, use the **Parameters.ParameterName** syntax. + +![EUD_WpfReportDesigner_MailMerge_2](../../../../images/img123845.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md index 55cb65c388..82f173ad0d 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md @@ -1,26 +1,26 @@ ---- -title: Add a Cross-Reference -author: Anna Gubareva -legacyId: 116345 ---- -# Add a Cross-Reference -This tutorial demonstrates how to add a _cross-reference_ to your report. A cross-reference is a link whose target is located within the current document and which allows you to establish easy navigation through a report. In this example, a link is placed at the bottom of each group, leading to the beginning of the report. - -To demonstrate this feature, use a report with grouping similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). - -To create a report with cross-references, do the following. -1. Drop a label onto the created [Report Header](../../report-elements/report-bands.md) band, which will serve as the report's headline. Click the label to type the desired contents into it. Then, in the [Properties Panel](../../interface-elements/properties-panel.md), set its **Name** property to **reportTop**. - - ![EUD_WpfReportDesigner_CrossReference_1](../../../../../images/img123687.png) -2. To accompany the existing Group Header with the corresponding Footer, in the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), enable the **Show Footer** option. - - ![EUD_WpfReportDesigner_CrossReference_2](../../../../../images/img123688.png) -3. Then, drop a label onto the Group Footer band. Change the label's **Text** to **Top of Report** and apply the desired formatting to it (e.g., the blue color and underlined text). - - Set its **Navigation Target** property to **_self**. Then, if you click the drop-down list of the **Navigation URL** property, you can see the controls available in your report. Choose the one named **reportTop**. - - ![EUD_WpfReportDesigner_CrossReference_3](../../../../../images/img123689.png) - -The report with cross-references is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_CrossReference_Result](../../../../../images/img123690.png) \ No newline at end of file +--- +title: Add a Cross-Reference +author: Anna Gubareva +legacyId: 116345 +--- +# Add a Cross-Reference +This tutorial demonstrates how to add a _cross-reference_ to your report. A cross-reference is a link whose target is located within the current document and which allows you to establish easy navigation through a report. In this example, a link is placed at the bottom of each group, leading to the beginning of the report. + +To demonstrate this feature, use a report with grouping similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). + +To create a report with cross-references, do the following. +1. Drop a label onto the created [Report Header](../../report-elements/report-bands.md) band, which will serve as the report's headline. Click the label to type the desired contents into it. Then, in the [Properties Panel](../../interface-elements/properties-panel.md), set its **Name** property to **reportTop**. + + ![EUD_WpfReportDesigner_CrossReference_1](../../../../images/img123687.png) +2. To accompany the existing Group Header with the corresponding Footer, in the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), enable the **Show Footer** option. + + ![EUD_WpfReportDesigner_CrossReference_2](../../../../images/img123688.png) +3. Then, drop a label onto the Group Footer band. Change the label's **Text** to **Top of Report** and apply the desired formatting to it (e.g., the blue color and underlined text). + + Set its **Navigation Target** property to **_self**. Then, if you click the drop-down list of the **Navigation URL** property, you can see the controls available in your report. Choose the one named **reportTop**. + + ![EUD_WpfReportDesigner_CrossReference_3](../../../../images/img123689.png) + +The report with cross-references is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_CrossReference_Result](../../../../images/img123690.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md index 7354a1d83e..25233a8657 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md @@ -1,29 +1,29 @@ ---- -title: Add Bookmarks -author: Anna Gubareva -legacyId: 116342 ---- -# Add Bookmarks -This tutorial describes the steps to create a report with _bookmarks_ (a so-called _Document Map_). This feature allows you to easily navigate through the report during [print preview](../../document-preview.md). - -To demonstrate the Document Map feature, use a report with grouping, similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). - -To create a report with bookmarks, do the following. -1. Select the label placed in the [Group Header band](../../report-elements/report-bands.md), and in the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Data Bindings** property. As this control is bound to data, bind its **Bookmark** property to the same data field (in this example, **CategoryID**). - - ![EUD_WpfReportDesigner_Bookmarks_1](../../../../../images/img123675.png) - - Note that as with other bindable properties, you can also apply [value formatting](../shaping-data/formatting-data.md) to the **Bookmark** property (e.g., **Category: {0}**). -2. In the same way, select the label in the Detail band and set its **Bookmark** property to the **ProductName** data field. - - ![EUD_WpfReportDesigner_Bookmarks_2](../../../../../images/img123676.png) -3. Then, for the same label, set the **Parent Bookmark** property to the Group Header's label to define the Document Map's hierarchy. - - ![EUD_WpfReportDesigner_Bookmarks_3](../../../../../images/img123677.png) -4. Finally, select the report itself and assign text to its **Bookmark** property, which determines the caption of the root node of the Document Map. - - ![EUD_WpfReportDesigner_Bookmarks_4](../../../../../images/img123678.png) - -The report with bookmarks is now ready. Switch to the [Print Preview](../../document-preview.md) tab and use the [Document Map Panel](../../document-preview/document-map-panel.md) to navigate through the report. - -![EUD_WpfReportDesigner_Bookmarks_Result](../../../../../images/img123679.png) \ No newline at end of file +--- +title: Add Bookmarks +author: Anna Gubareva +legacyId: 116342 +--- +# Add Bookmarks +This tutorial describes the steps to create a report with _bookmarks_ (a so-called _Document Map_). This feature allows you to easily navigate through the report during [print preview](../../document-preview.md). + +To demonstrate the Document Map feature, use a report with grouping, similar to the one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). + +To create a report with bookmarks, do the following. +1. Select the label placed in the [Group Header band](../../report-elements/report-bands.md), and in the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Data Bindings** property. As this control is bound to data, bind its **Bookmark** property to the same data field (in this example, **CategoryID**). + + ![EUD_WpfReportDesigner_Bookmarks_1](../../../../images/img123675.png) + + Note that as with other bindable properties, you can also apply [value formatting](../shaping-data/formatting-data.md) to the **Bookmark** property (e.g., **Category: {0}**). +2. In the same way, select the label in the Detail band and set its **Bookmark** property to the **ProductName** data field. + + ![EUD_WpfReportDesigner_Bookmarks_2](../../../../images/img123676.png) +3. Then, for the same label, set the **Parent Bookmark** property to the Group Header's label to define the Document Map's hierarchy. + + ![EUD_WpfReportDesigner_Bookmarks_3](../../../../images/img123677.png) +4. Finally, select the report itself and assign text to its **Bookmark** property, which determines the caption of the root node of the Document Map. + + ![EUD_WpfReportDesigner_Bookmarks_4](../../../../images/img123678.png) + +The report with bookmarks is now ready. Switch to the [Print Preview](../../document-preview.md) tab and use the [Document Map Panel](../../document-preview/document-map-panel.md) to navigate through the report. + +![EUD_WpfReportDesigner_Bookmarks_Result](../../../../images/img123679.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md new file mode 100644 index 0000000000..5e021d6310 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md @@ -0,0 +1,32 @@ +--- +title: Create a Table of Contents +author: Anna Gubareva +legacyId: 116343 +--- +# Create a Table of Contents +This tutorial describes how to create a report with a table of contents, which is automatically created based on the [bookmarks](add-bookmarks.md) existing in a report. + +To insert a table of contents into a report, do the following. +1. Drop the [Table Of Contents](../../report-elements/report-controls.md) control from the [Toolbox](../../interface-elements/control-toolbox.md) onto the [Report Header Band](../../report-elements/report-bands.md). + + ![EUD_WpfRD_Toc_0](../../../../images/img125066.png) + + Alternatively, you can double-click the control in the Toolbox. In this case, if the report does not contain a Report Header, it will be created automatically, so that the table of contents can be added to it. +2. Double-click the title of the table of contents and specify its text. + + ![EUD_WpfRD_Toc_1](../../../../images/img125067.png) +3. To customize the title's appearance, use the **Level Title** option's settings available in the [Properties Panel](../../interface-elements/properties-panel.md). + + ![EUD_WpfRD_Toc_2](../../../../images/img125068.png) +4. To customize the appearance of all other levels, use the **Level Default** option's settings. + + ![EUD_WpfRD_Toc_3](../../../../images/img125069.png) +5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents. + + ![EUD_WpfRD_Toc_4](../../../../images/img125070.png) + + After adding a new level, you can access and customize its properties. + +The table of contents are now ready. Switch to the [Print Preview](../../document-preview.md) and view the result. + +![EUD_WpfRD_Toc_5](../../../../images/img125071.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md index 6d53790521..a0ac776385 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md @@ -1,21 +1,21 @@ ---- -title: Create Hyperlinks -author: Anna Gubareva -legacyId: 116344 ---- -# Create Hyperlinks -This tutorial demonstrates how to embed a _hyperlink_ into your report. In this case, a label behaves as a hyperlink in a report's [Print Preview](../../document-preview.md), and when the report is exported to PDF, HTML, MHT, RTF, XLS and XLSX formats. - -To insert a hyperlink into your report, do the following. -1. [Create a new report](../basic-operations/create-a-new-report.md). -2. Drop a [Label](../../report-elements/report-controls.md) onto the report, and in the [Properties Panel](../../interface-elements/properties-panel.md), change its **Text** to the one required for the link. - - ![EUD_WpfReportDesigner_Hyperlink_1](../../../../../images/img123683.png) -3. Then, set the **Navigation Target** to the required value (__blank_, __parent_, __search_, __self_, or __top_), and define the required **Navigation URL**. - - ![EUD_WpfReportDesigner_Hyperlink_2](../../../../../images/img123684.png) -4. In addition, to make the label look like a typical link, you can change its appearance appropriately (e.g., make it blue and underlined). - -The hyperlink is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_Hyperlink_Result](../../../../../images/img123685.png) \ No newline at end of file +--- +title: Create Hyperlinks +author: Anna Gubareva +legacyId: 116344 +--- +# Create Hyperlinks +This tutorial demonstrates how to embed a _hyperlink_ into your report. In this case, a label behaves as a hyperlink in a report's [Print Preview](../../document-preview.md), and when the report is exported to PDF, HTML, MHT, RTF, XLS and XLSX formats. + +To insert a hyperlink into your report, do the following. +1. [Create a new report](../basic-operations/create-a-new-report.md). +2. Drop a [Label](../../report-elements/report-controls.md) onto the report, and in the [Properties Panel](../../interface-elements/properties-panel.md), change its **Text** to the one required for the link. + + ![EUD_WpfReportDesigner_Hyperlink_1](../../../../images/img123683.png) +3. Then, set the **Navigation Target** to the required value (__blank_, __parent_, __search_, __self_, or __top_), and define the required **Navigation URL**. + + ![EUD_WpfReportDesigner_Hyperlink_2](../../../../images/img123684.png) +4. In addition, to make the label look like a typical link, you can change its appearance appropriately (e.g., make it blue and underlined). + +The hyperlink is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_Hyperlink_Result](../../../../images/img123685.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md similarity index 84% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md index ab20b86639..ffe0be3ab1 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md @@ -1,40 +1,40 @@ ---- -title: Enable Content Editing in Print Preview -author: Anna Gubareva -legacyId: 117925 ---- -# Enable Content Editing in Print Preview -This document describes how to enable editing the content of specific controls in [Print Preview](../../document-preview.md). - -This topic consists of the following sections. -* [Text Editing](#textediting) -* [Check Box Editing](#checkboxediting) - -## Text Editing -The **Label**, **Table Cell** and **Character Comb** [report controls](../../report-elements/report-controls.md) can be assigned editors to customize their content in Print Preview. - -To demonstrate this feature, use the report similar to one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). - -To enable content editing, do the following. -1. Select one or more controls that you want to become editable in Print Preview (to select multiple controls, click them while holding down CTRL or SHIFT). - - Switch to the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Edit Options** property and select the check box for the **Enabled** property. - - ![eud-wpf-report-labels-edit-options-enabled](../../../../../images/img126931.png) -2. To provide a mask for editing decimal values of the **UnitPrice** field, set the **Editor Name** property to **Fixed-Point Positive** to assign the required editor with a corresponding mask. - - ![eud-wpf-report-label-edit-options-editor-name](../../../../../images/img126932.png) - -Switch to the [Print Preview](../../document-preview.md) tab. To highlight all editing fields available in the document, click the **Editing Fields** ![eud-wpf-repors-editing-fields-button](../../../../../images/img126936.png) button in the Print Preview toolbar. - -Clicking a field will invoke the appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. - -![eud-wpf-report-content-editing](../../../../../images/img126933.png) - -## Check Box Editing -In addition to editing text, you can enable switching [Check Box](../../report-elements/report-controls.md) states in Print Preview. When two or more check boxes have identical **Group ID** values, the corresponding editors belong to a single logical group (i.e., only one option can be selected within a group at a time). - -![eud-wpf-report-check-box-edit-options](../../../../../images/img126934.png) - -> [!NOTE] +--- +title: Enable Content Editing in Print Preview +author: Anna Gubareva +legacyId: 117925 +--- +# Enable Content Editing in Print Preview +This document describes how to enable editing the content of specific controls in [Print Preview](../../document-preview.md). + +This topic consists of the following sections. +* [Text Editing](#textediting) +* [Check Box Editing](#checkboxediting) + +## Text Editing +The **Label**, **Table Cell** and **Character Comb** [report controls](../../report-elements/report-controls.md) can be assigned editors to customize their content in Print Preview. + +To demonstrate this feature, use the report similar to one created in the following tutorial: [Grouping Data](../shaping-data/grouping-data.md). + +To enable content editing, do the following. +1. Select one or more controls that you want to become editable in Print Preview (to select multiple controls, click them while holding down CTRL or SHIFT). + + Switch to the [Properties Panel](../../interface-elements/properties-panel.md), expand the **Edit Options** property and select the check box for the **Enabled** property. + + ![eud-wpf-report-labels-edit-options-enabled](../../../../images/img126931.png) +2. To provide a mask for editing decimal values of the **UnitPrice** field, set the **Editor Name** property to **Fixed-Point Positive** to assign the required editor with a corresponding mask. + + ![eud-wpf-report-label-edit-options-editor-name](../../../../images/img126932.png) + +Switch to the [Print Preview](../../document-preview.md) tab. To highlight all editing fields available in the document, click the **Editing Fields** ![eud-wpf-repors-editing-fields-button](../../../../images/img126936.png) button in the Print Preview toolbar. + +Clicking a field will invoke the appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. + +![eud-wpf-report-content-editing](../../../../images/img126933.png) + +## Check Box Editing +In addition to editing text, you can enable switching [Check Box](../../report-elements/report-controls.md) states in Print Preview. When two or more check boxes have identical **Group ID** values, the corresponding editors belong to a single logical group (i.e., only one option can be selected within a group at a time). + +![eud-wpf-report-check-box-edit-options](../../../../images/img126934.png) + +> [!NOTE] > The changes made to a control's content in Print Preview have no effect on other parts of the document (e.g., the related summary results, grouping, sorting, bookmarks and other settings that have already been processed before generating the document). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/scripting.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/scripting.md similarity index 78% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/scripting.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/scripting.md index da452528c6..ff0018816f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/scripting.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/scripting.md @@ -20,7 +20,7 @@ You can write _scripts_ for a report or any of its elements (bands and controls) The Report Designer allows you to write scripts using the [Script Editor](../interface-elements/script-editor.md). This editor supports **C#** and **Visual Basic .NET** scripting languages. This means that the scripting language is independent from the language used to create the report. The language is specified by the **Script Language** property of a report. The selected scripting language must be the same for all scripts used in a report. -![WPFDesigner_ScriptLanguageProperty](../../../../images/img123135.png) +![WPFDesigner_ScriptLanguageProperty](../../../images/img123135.png) @@ -28,15 +28,15 @@ The Report Designer allows you to write scripts using the [Script Editor](../int Each report element has its own set of events, which are individual for each element type. To handle an event of a report element, do one of the following. * Select the required report element (e.g., on the [Design Surface](../interface-elements/design-surface.md)). In the [Properties Panel](../interface-elements/properties-panel.md), expand the **Scripts** property and click the plus button for the event. - ![WPFDesigner_AddingScriptViaPropertiesPanel](../../../../images/img123167.png) -* Click the **Scripts** button (![WPFDesigner_Toolbar_ScriptEditor](../../../../images/img120434.png)) in the [Toolbar](../interface-elements/toolbar.md) to display the Script Editor. Choose the required report element in the dedicated drop-down list at the left top of the Script Editor. Then, select one of the available events in another list at the right top. + ![WPFDesigner_AddingScriptViaPropertiesPanel](../../../images/img123167.png) +* Click the **Scripts** button (![WPFDesigner_Toolbar_ScriptEditor](../../../images/img120434.png)) in the [Toolbar](../interface-elements/toolbar.md) to display the Script Editor. Choose the required report element in the dedicated drop-down list at the left top of the Script Editor. Then, select one of the available events in another list at the right top. - ![WPFDesigner_AddingScriptViaScriptEditor](../../../../images/img123168.png) + ![WPFDesigner_AddingScriptViaScriptEditor](../../../images/img123168.png) After the event is specified, a code template is automatically generated in the current scripting language and added in the Script Editor. -![WPFDesigner_ScriptTemplate](../../../../images/img123170.png) +![WPFDesigner_ScriptTemplate](../../../images/img123170.png) To check for errors in the report's script, click the **Validate** button. The validation result is displayed in the errors panel at the bottom of the Script Editor. Double-click the error item in the panel's list to go to the corresponding line of code. If all scripts are valid, the errors panel is empty. -![WPFDesigner_ScriptErrorPanel](../../../../images/img123171.png) +![WPFDesigner_ScriptErrorPanel](../../../images/img123171.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md index 9c9ee3333e..e4922190e6 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md @@ -1,34 +1,34 @@ ---- -title: Calculating Summaries -author: Anna Gubareva -legacyId: 116283 ---- -# Calculating Summaries -With the Report Designer, you can force a [data-bound control](../providing-data/binding-report-controls-to-data.md) to calculate one of the standard summary functions (**Average**, **Sum**, **Count**, **Max**, **Min**, etc.). - -To calculate summaries (totals) within a report, follow the instructions below. -1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-report-controls-to-data.md). This tutorial starts with the following report layout. - - ![EUD_WpfReportDersigner_Summaries_1](../../../../../images/img123593.png) -2. To display a summary at the bottom of the report, add the [Report Footer](../../report-elements/report-bands.md) band. To do this, right-click the report's area and in the invoked context menu, select **Insert Band**, and then **Report Footer**. - - ![EUD_WpfReportDersigner_Summaries_2](../../../../../images/img123595.png) -3. Switch to the [Field List](../../interface-elements/field-list.md) panel, select the field for which a summary will be calculated and drop it onto the created Report Footer band. - - ![EUD_WpfReportDersigner_Summaries_3](../../../../../images/img123596.png) -4. Right-click the newly created Label and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Summary** property. - - ![EUD_WpfReportDersigner_Summaries_4](../../../../../images/img123597.png) -5. In the invoked **Summary Editor**, specify the summary options. In the **Summary function** drop-down, select **Sum**. Note that in addition to a simple summary, you can choose among numerous built-in functions (such as **Count** and **Average**). - - The **Summary Running** option is set to **Report** to ensure that all values from the specified data field are taken into account. You can also define a summary function's **Format string**. Note that value formatting is applied to a summary independent of [general formatting](formatting-data.md) and has a greater priority. - - The **Ignore NULL values** option would not affect the result in this example, since NULL values are treated like zeros by default. This option makes sense for functions like **Count** or **Average**, because the number of elements counted will depend on this option. - - ![EUD_WpfReportDersigner_Summaries_5](../../../../../images/img123598.png) - - To save the settings and close the dialog, click **OK**. - -Switch your report to the [Print Preview](../../document-preview.md) tab to view the result. - -![EUD_WpfReportDersigner_Summaries_Result](../../../../../images/img123599.png) \ No newline at end of file +--- +title: Calculating Summaries +author: Anna Gubareva +legacyId: 116283 +--- +# Calculating Summaries +With the Report Designer, you can force a [data-bound control](../providing-data/binding-report-controls-to-data.md) to calculate one of the standard summary functions (**Average**, **Sum**, **Count**, **Max**, **Min**, etc.). + +To calculate summaries (totals) within a report, follow the instructions below. +1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-report-controls-to-data.md). This tutorial starts with the following report layout. + + ![EUD_WpfReportDersigner_Summaries_1](../../../../images/img123593.png) +2. To display a summary at the bottom of the report, add the [Report Footer](../../report-elements/report-bands.md) band. To do this, right-click the report's area and in the invoked context menu, select **Insert Band**, and then **Report Footer**. + + ![EUD_WpfReportDersigner_Summaries_2](../../../../images/img123595.png) +3. Switch to the [Field List](../../interface-elements/field-list.md) panel, select the field for which a summary will be calculated and drop it onto the created Report Footer band. + + ![EUD_WpfReportDersigner_Summaries_3](../../../../images/img123596.png) +4. Right-click the newly created Label and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Summary** property. + + ![EUD_WpfReportDersigner_Summaries_4](../../../../images/img123597.png) +5. In the invoked **Summary Editor**, specify the summary options. In the **Summary function** drop-down, select **Sum**. Note that in addition to a simple summary, you can choose among numerous built-in functions (such as **Count** and **Average**). + + The **Summary Running** option is set to **Report** to ensure that all values from the specified data field are taken into account. You can also define a summary function's **Format string**. Note that value formatting is applied to a summary independent of [general formatting](formatting-data.md) and has a greater priority. + + The **Ignore NULL values** option would not affect the result in this example, since NULL values are treated like zeros by default. This option makes sense for functions like **Count** or **Average**, because the number of elements counted will depend on this option. + + ![EUD_WpfReportDersigner_Summaries_5](../../../../images/img123598.png) + + To save the settings and close the dialog, click **OK**. + +Switch your report to the [Print Preview](../../document-preview.md) tab to view the result. + +![EUD_WpfReportDersigner_Summaries_Result](../../../../images/img123599.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md similarity index 79% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md index 5f8add98c9..25ca5f2b4f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md @@ -1,56 +1,56 @@ ---- -title: Filtering Data -author: Anna Gubareva -legacyId: 116282 ---- -# Filtering Data -If a report is [bound to a data source](../providing-data/binding-a-report-to-data.md) that contains far more data rows than are necessary for processing report creation, you can exclude excessive or undesired data. To accomplish this, construct a filtering expression using single or multiple data fields. - -This document describes two approaches to filtering data in the Report Designer. -* [Filter Data at the Report Level](#report) -* [Filter Data at the Data Source Level](#datasource) - - - -## Filter Data at the Report Level -To filter a report's data, do the following. -1. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Filter String** property. - - ![EUD_WpfReportDersigner_Filtering_1](../../../../../images/img123691.png) -2. Then, in the invoked Filter String Editor, specify the filtering expression. - - ![EUD_WpfReportDersigner_Filtering_2](../../../../../images/img123692.png) - - When creating a filter criteria, you can create and edit logical expressions, and also join the expression groups with And, Or, NotAnd, and NotOr operators. In every filter condition, the left part contains either the data field name, or the name of the [calculated field](../providing-data/calculated-fields.md), which exists in this data source at the same level. The right part of the condition contains either a certain numerical or string value, or the name of the [report parameter](../providing-data/report-parameters.md). - - To access parameters, click the icon on the right, until it turns into a question mark. - - ![EUD_WpfReportDersigner_Filtering_3](../../../../../images/img123693.png) - - To quit the dialog and save the changes, click **OK**. - - - -## Filter Data at the Data Source Level -To filter data before it has been supplied to a report, you can modify a query of an SqlDataSource assigned to the report's **Data Source** property. To do this, perform the following steps. -1. Invoke the **Manage Queries** dialog using one of the following ways. - * Switch to the [Report Explorer](../../interface-elements/report-explorer.md) and right-click the data source item under the **Components** node. In the invoked context menu, select the **Manage Queries...** command. - - ![EUD_WpfReportDersigner_MasterDetail_1](../../../../../images/img123522.png) - * Select a data source, and in the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the **Queries** property. - - ![EUD_WpfReportDersigner_sqlDataSourceQueries](../../../../../images/img123855.png) -2. In the invoked dialog, click the ellipsis button corresponding to the required query. - - ![EUD_WpfReportDersigner_ManageQueriesDialog](../../../../../images/img123861.png) -3. Next, in the invoked **Data Source Wizard**, click the **Run Query Builder...** button. - - ![EUD_WpfReportDersigner_Filtering_4](../../../../../images/img123870.png) -4. In the **Query Builder**, click the **Filter...** button. - - ![EUD_WpfReportDersigner_Filtering_5](../../../../../images/img123871.png) -5. In the invoked **Filter Editor**, construct a filtering expression that will be used to filter resulting data at the data source level. - - ![EUD_WpfReportDersigner_Filtering_6](../../../../../images/img123872.png) - +--- +title: Filtering Data +author: Anna Gubareva +legacyId: 116282 +--- +# Filtering Data +If a report is [bound to a data source](../providing-data/binding-a-report-to-data.md) that contains far more data rows than are necessary for processing report creation, you can exclude excessive or undesired data. To accomplish this, construct a filtering expression using single or multiple data fields. + +This document describes two approaches to filtering data in the Report Designer. +* [Filter Data at the Report Level](#report) +* [Filter Data at the Data Source Level](#datasource) + + + +## Filter Data at the Report Level +To filter a report's data, do the following. +1. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Filter String** property. + + ![EUD_WpfReportDersigner_Filtering_1](../../../../images/img123691.png) +2. Then, in the invoked Filter String Editor, specify the filtering expression. + + ![EUD_WpfReportDersigner_Filtering_2](../../../../images/img123692.png) + + When creating a filter criteria, you can create and edit logical expressions, and also join the expression groups with And, Or, NotAnd, and NotOr operators. In every filter condition, the left part contains either the data field name, or the name of the [calculated field](../providing-data/calculated-fields.md), which exists in this data source at the same level. The right part of the condition contains either a certain numerical or string value, or the name of the [report parameter](../providing-data/report-parameters.md). + + To access parameters, click the icon on the right, until it turns into a question mark. + + ![EUD_WpfReportDersigner_Filtering_3](../../../../images/img123693.png) + + To quit the dialog and save the changes, click **OK**. + + + +## Filter Data at the Data Source Level +To filter data before it has been supplied to a report, you can modify a query of an SqlDataSource assigned to the report's **Data Source** property. To do this, perform the following steps. +1. Invoke the **Manage Queries** dialog using one of the following ways. + * Switch to the [Report Explorer](../../interface-elements/report-explorer.md) and right-click the data source item under the **Components** node. In the invoked context menu, select the **Manage Queries...** command. + + ![EUD_WpfReportDersigner_MasterDetail_1](../../../../images/img123522.png) + * Select a data source, and in the [Properties Panel](../../interface-elements/properties-panel.md), click the ellipsis button for the **Queries** property. + + ![EUD_WpfReportDersigner_sqlDataSourceQueries](../../../../images/img123855.png) +2. In the invoked dialog, click the ellipsis button corresponding to the required query. + + ![EUD_WpfReportDersigner_ManageQueriesDialog](../../../../images/img123861.png) +3. Next, in the invoked **Data Source Wizard**, click the **Run Query Builder...** button. + + ![EUD_WpfReportDersigner_Filtering_4](../../../../images/img123870.png) +4. In the **Query Builder**, click the **Filter...** button. + + ![EUD_WpfReportDersigner_Filtering_5](../../../../images/img123871.png) +5. In the invoked **Filter Editor**, construct a filtering expression that will be used to filter resulting data at the data source level. + + ![EUD_WpfReportDersigner_Filtering_6](../../../../images/img123872.png) + Note that it is possible to embed [query parameters](../providing-data/query-parameters.md) into the expression. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md new file mode 100644 index 0000000000..3e7ada36bc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md @@ -0,0 +1,25 @@ +--- +title: Formatting Data +author: Anna Gubareva +legacyId: 116284 +--- +# Formatting Data +This topic describes how to change value formatting of [report elements](../../report-elements/report-controls.md) in the Report Designer. For instance, you can format a numeric value as a currency, display a date/time value in one of the standard forms depending on the culture, etc. + +To apply value formatting for a [data-bound control](../providing-data/binding-report-controls-to-data.md)'s content, do the following. +1. Right-click the control, and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Format String** property. + + ![EUD_WpfReportDersigner_Formatting_1](../../../../images/img123603.png) +2. In the invoked **Format String Editor**, select one of the predefined standard formats or specify a custom one. + + ![EUD_WpfReportDersigner_Formatting_2](../../../../images/img123604.png) + + To quit the dialog and apply the changes, click **OK**. + +In a similar way, you can apply formatting to a control's **Bookmark**, **Navigation URL** and **Tag** properties using the [Properties Panel](../../interface-elements/properties-panel.md). Note that the set of bindable properties depends on the control type. + +![EUD_WpfReportDersigner_Formatting_3](../../../../images/img123607.png) + +When a summary function is applied to a control's dynamic content, value formatting is specified separately as described in the [Calculating Summaries](calculating-summaries.md) document. + +Independently from general and summary value formatting, you can specify a native XSLX format string, which is preserved when the report is exported to XLSX. You can do this using a control's **Xlsx Format String** property. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md index 132c6efe84..c9441f2c3d 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md @@ -1,34 +1,34 @@ ---- -title: Grouping Data -author: Anna Gubareva -legacyId: 116280 ---- -# Grouping Data -This document demonstrates how to group report data. Grouping allows you to split data into groups based on identical values in a field or fields. Note that data grouping can be performed only if a report is [bound to a data source](../providing-data/binding-a-report-to-data.md). - -To group records in a report, do the following. -1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). This tutorial starts with the following report. - - ![EUD_WpfReportDersigner_Grouping_InitialReport](../../../../../images/img123495.png) -2. Next, switch to the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), and click **Add a Group**. In the invoked drop-down list, select a data member across which the report is to be grouped. - - ![EUD_WpfReportDersigner_Grouping_1](../../../../../images/img123496.png) -3. After this, the [Group Header](../../report-elements/report-bands.md) band is added to the report with the specified data member set as its grouping criterion. - - Drop the data field, which is specified as the grouping criterion, from the [Field List](../../interface-elements/field-list.md) panel onto the Group Header band. This data field will be displayed as a header for each group. - - ![EUD_WpfReportDersigner_Grouping_2](../../../../../images/img123497.png) -4. In addition, you can enable the corresponding Group Footer band by enabling the **Show Footer** option in the Group and Sort Panel. - - ![EUD_WpfReportDersigner_Grouping_3](../../../../../images/img123498.png) - - Use the **Sort Order** drop-down list to manage the sorting order of the group's items (ascending or descending) or to disable sorting in grouped data. If multiple groups are created, you can specify the priority for each group by selecting it in the Group and Sort Panel and using the **Move Up** and **Move Down** buttons. -5. Then, you can [calculate a total](calculating-summaries.md) across the group by placing a [Label](../../report-elements/report-controls.md) onto the Group Footer band and specifying its **Summary** properties in the following way. - - ![EUD_WpfReportDersigner_Grouping_4](../../../../../images/img123499.png) - - Note also that value formatting is applied to a summary independently of the [general formatting](formatting-data.md), and has a greater priority. - -The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDersigner_Grouping_Result](../../../../../images/img123500.png) \ No newline at end of file +--- +title: Grouping Data +author: Anna Gubareva +legacyId: 116280 +--- +# Grouping Data +This document demonstrates how to group report data. Grouping allows you to split data into groups based on identical values in a field or fields. Note that data grouping can be performed only if a report is [bound to a data source](../providing-data/binding-a-report-to-data.md). + +To group records in a report, do the following. +1. [Create a new report](../basic-operations/create-a-new-report.md) and [bind it to a data source](../providing-data/binding-a-report-to-data.md). This tutorial starts with the following report. + + ![EUD_WpfReportDersigner_Grouping_InitialReport](../../../../images/img123495.png) +2. Next, switch to the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), and click **Add a Group**. In the invoked drop-down list, select a data member across which the report is to be grouped. + + ![EUD_WpfReportDersigner_Grouping_1](../../../../images/img123496.png) +3. After this, the [Group Header](../../report-elements/report-bands.md) band is added to the report with the specified data member set as its grouping criterion. + + Drop the data field, which is specified as the grouping criterion, from the [Field List](../../interface-elements/field-list.md) panel onto the Group Header band. This data field will be displayed as a header for each group. + + ![EUD_WpfReportDersigner_Grouping_2](../../../../images/img123497.png) +4. In addition, you can enable the corresponding Group Footer band by enabling the **Show Footer** option in the Group and Sort Panel. + + ![EUD_WpfReportDersigner_Grouping_3](../../../../images/img123498.png) + + Use the **Sort Order** drop-down list to manage the sorting order of the group's items (ascending or descending) or to disable sorting in grouped data. If multiple groups are created, you can specify the priority for each group by selecting it in the Group and Sort Panel and using the **Move Up** and **Move Down** buttons. +5. Then, you can [calculate a total](calculating-summaries.md) across the group by placing a [Label](../../report-elements/report-controls.md) onto the Group Footer band and specifying its **Summary** properties in the following way. + + ![EUD_WpfReportDersigner_Grouping_4](../../../../images/img123499.png) + + Note also that value formatting is applied to a summary independently of the [general formatting](formatting-data.md), and has a greater priority. + +The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDersigner_Grouping_Result](../../../../images/img123500.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md index 7c49cdfa96..dfb547c57f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md @@ -1,19 +1,19 @@ ---- -title: Sorting Data -author: Anna Gubareva -legacyId: 116281 ---- -# Sorting Data -This document demonstrates how to sort report data. Note that as with data grouping, sorting can be performed only if a report is [bound to a data source](../providing-data/binding-a-report-to-data.md). This example uses the report created in the following tutorial: [Grouping Data](grouping-data.md). - -To sort records in a data-aware report, do the following. -1. Switch to the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), and click **Add a Sort**. In the invoked drop-down list, choose a data field across which the report is to be sorted. - - ![EUD_WpfReportDersigner_Sorting_1](../../../../../images/img123501.png) -2. To manage the sorting order, use the **Sort Order** drop-down list. - - If multiple sorting criteria are specified, you can define the priority for each one by selecting it in the Group and Sort Panel and using the **Move Up** and **Move Down** buttons. - -The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDersigner_Sorting_Result](../../../../../images/img123502.png) \ No newline at end of file +--- +title: Sorting Data +author: Anna Gubareva +legacyId: 116281 +--- +# Sorting Data +This document demonstrates how to sort report data. Note that as with data grouping, sorting can be performed only if a report is [bound to a data source](../providing-data/binding-a-report-to-data.md). This example uses the report created in the following tutorial: [Grouping Data](grouping-data.md). + +To sort records in a data-aware report, do the following. +1. Switch to the [Group and Sort Panel](../../interface-elements/group-and-sort-panel.md), and click **Add a Sort**. In the invoked drop-down list, choose a data field across which the report is to be sorted. + + ![EUD_WpfReportDersigner_Sorting_1](../../../../images/img123501.png) +2. To manage the sorting order, use the **Sort Order** drop-down list. + + If multiple sorting criteria are specified, you can define the priority for each one by selecting it in the Group and Sort Panel and using the **Move Up** and **Move Down** buttons. + +The report is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. + +![EUD_WpfReportDersigner_Sorting_Result](../../../../images/img123502.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database.md new file mode 100644 index 0000000000..a67fe38fda --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database.md @@ -0,0 +1,40 @@ +--- +title: Connect to a Database +author: Anna Gubareva +legacyId: 116226 +--- +# Connect to a Database +The topics in this section describe the steps required to connect a report to a database using the [Report Wizard](../report-wizard.md). + +![WPDDesigner_ReportWizard_SelectDataSourceType](../../../images/img122896.png) + +The following data source types are supported: + +* Microsoft SQL Server +* Microsoft Access 97 +* Microsoft Access 2007 +* Microsoft SQL Server CE +* Oracle +* Amazon Redshift +* Google BigQuery +* Teradata +* Firebird +* IBM DB2 +* MySQL +* Pervasive PSQL +* PostgreSQL +* SAP HANA +* SAP Sybase Advantage +* SAP Sybase ASE +* SQLite +* VistaDB +* VistaDB5 +* XML file + +This task includes the following steps: + +* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md) +* [Save the Connection String](connect-to-a-database/save-the-connection-string.md) +* [Customize the Query](connect-to-a-database/customize-the-query.md) +* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/configure-query-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/configure-query-parameters.md new file mode 100644 index 0000000000..f953b9400d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/configure-query-parameters.md @@ -0,0 +1,11 @@ +--- +title: Configure Query Parameters +author: Anna Gubareva +legacyId: 118018 +--- +# Configure Query Parameters +On this wizard page, you can manage parameters that are used in queries and/or stored procedures selected on the previous wizard page, as well as specify parameter values. + +![Configure query parameters dialog](../../../../images/img125627.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/customize-the-query.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/customize-the-query.md new file mode 100644 index 0000000000..03ece0ee76 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/customize-the-query.md @@ -0,0 +1,38 @@ +--- +title: Customize the Query +author: Anna Gubareva +legacyId: 116230 +--- +# Customize the Query +On this page, you can construct an SQL query to obtain data from the database or select a stored procedure. +* [Construct a Query](#query) +* [Select a Stored Procedure](#storedprocedure) + + + +## Construct a Query +To construct an SQL query, do the following. +1. Select the **Query** option and click the **Run Query Builder** button. + + ![Run Query Builder button](../../../../images/img122116.png) +2. In the invoked [Query Builder](../../interface-elements/query-builder.md) window, select an item from the list of available tables on the left and drop it onto the list of data tables to be used. + + ![Add table to Query Builder](../../../../images/img122798.png) +3. Enable the check box near the added table to include all of its fields in the data view. + + ![Select table fields](../../../../images/img127215.png) + + Click **OK** to exit the **Query Builder**. + + For more information on the Query Builder, refer to the [Query Builder](../../interface-elements/query-builder.md) document. + + + +## Select a Stored Procedure +To use a stored procedure, choose the **Stored Procedure** option and then select the required stored procedure from the list. + +![Select stored procedure](../../../../images/img122124.png) + +If the selected query or stored procedure contains any [parameters](../../creating-reports/providing-data/query-parameters.md), you will be required to define their values on the next wizard page: [Configure Query Parameters](configure-query-parameters.md). + +Otherwise, clicking **Next** will open the next Report Wizard page: [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/save-the-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/save-the-connection-string.md new file mode 100644 index 0000000000..d33342b2a3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/save-the-connection-string.md @@ -0,0 +1,11 @@ +--- +title: Save the Connection String +author: Anna Gubareva +legacyId: 116229 +--- +# Save the Connection String +If the data connection uses server authentication, this wizard page allows you to choose whether to save the user credentials along with the connection string. + +![WPDDesigner_ReportWizard_SaveConnectionString](../../../../images/img122001.png) + +Click **Next** to proceed to the next wizard page: [Customize the Query](customize-the-query.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/specify-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/specify-a-connection-string.md new file mode 100644 index 0000000000..628b1d058d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-a-database/specify-a-connection-string.md @@ -0,0 +1,16 @@ +--- +title: Specify a Connection String +author: Anna Gubareva +legacyId: 116228 +--- +# Specify a Connection String + +This page allows you to specify connection string parameters specific to the selected data source provider. + +Next, specify the connection options required for the selected provider type (e.g., authentication type and database name). + +![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../images/img122000.png) + +Click **Next** to proceed to one of the next wizard pages, depending on whether or not the created connection uses server authentication. +* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not to save user credentials along with the connection string. +* [Customize the Query](customize-the-query.md) - if server authentication is not required, proceed to constructing the query. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source.md new file mode 100644 index 0000000000..0043bdbefd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source.md @@ -0,0 +1,14 @@ +--- +title: Connect to an Entity Framework Data Source +author: Anna Gubareva +legacyId: 116259 +--- +# Connect to an Entity Framework Data Source +The topics in this section describe the wizard steps required to connect a report to data provided by an Entity Framework data context. + +This task includes the following steps. +* [Select the Data Context](connect-to-an-entity-framework-data-source/select-the-data-context.md) +* [Select a Connection String](connect-to-an-entity-framework-data-source/select-a-connection-string.md) +* [Bind to a Stored Procedure](connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md) +* [Select a Data Member](connect-to-an-entity-framework-data-source/select-a-data-member.md) +* [Configure Filters](connect-to-an-entity-framework-data-source/configure-filters.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md new file mode 100644 index 0000000000..01fd45129d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md @@ -0,0 +1,17 @@ +--- +title: Bind to a Stored Procedure +author: Anna Gubareva +legacyId: 116263 +--- +# Bind to a Stored Procedure +This wizard page allows you to add stored procedures to the data source and configure their parameters. Note that this page is available only if the current Entity Framework model provides at least one stored procedure. + +To add a stored procedure, click **Add** and in the invoked dialog, select the required stored procedure from the list of available procedures. + +![Add stored procedure dialog](../../../../images/img123216.png) + +Next, specify stored procedure parameter values, which can be either static or generated by appropriate expressions. + +![Stored procedure parameters configuration](../../../../images/img123217.png) + +Click **Next** to proceed to the next wizard page. If you have added more than one stored procedures on this page or if the current Entity Framework model additionally provides data tables, go to the [Select a Data Member](select-a-data-member.md) page. Otherwise, proceed to the [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md new file mode 100644 index 0000000000..232771ef25 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md @@ -0,0 +1,15 @@ +--- +title: Configure Filters +author: Margarita Zakhodyaeva +--- +# Configure Filters + +This wizard page allows you to define any number of [filter criteria](../../../report-designer-for-winforms/use-expressions.md) for your data source. + +The **Filter Editor** is displayed after choosing an entity on this wizard page. + +![ef-datasource-configure-filters-editor-report-parameter](../../../../images/ef-datasource-configure-filters-editor-report-parameter131075.png) + +Use this editor to define the selected entity's filter criteria. The filter string can also reference [report parameters](../../creating-reports/providing-data/report-parameters.md). + +![ef-datasource-configure-filters-finish](../../../../images/ef-datasource-configure-filters-finish131076.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md new file mode 100644 index 0000000000..663495647a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md @@ -0,0 +1,28 @@ +--- +title: Select a Connection String +author: Anna Gubareva +legacyId: 116261 +--- +# Select a Connection String + +This page allows you to specify a connection string used to establish a data connection. The following options are available: + +## Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![EF default connection string](../../../../images/ef-default-connection-string.png) + +## Custom Connection String + +Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application's configuration file. + +![WpfReportWizard_EF_SpecifyConnectionString](../../../../images/img122129.png) + +## Predefined Connection String + +Select an existing connection string available in the current project. + +![WpfReportWizard_EF_SelectConnectionString](../../../../images/img122128.png) + +Click **Next** to proceed to the next wizard page. If the current Entity Framework model provides stored procedures, go to the [Bind to a Stored Procedure](bind-to-a-stored-procedure.md) page; otherwise, proceed to the [Configure Filters](configure-filters.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md new file mode 100644 index 0000000000..8c1dfa13d8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md @@ -0,0 +1,11 @@ +--- +title: Select a Data Member +author: Anna Gubareva +legacyId: 116920 +--- +# Select a Data Member +This wizard page allows you to select one of the available data members that will provide data to your report. + +![WpfReportWizard_EF_SelectDataMember](../../../../images/img124455.png) + +Click **Next** to proceed to the next wizard page: [Configure Filters](configure-filters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md new file mode 100644 index 0000000000..d538d5571f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md @@ -0,0 +1,13 @@ +--- +title: Select the Data Context +author: Anna Gubareva +legacyId: 116260 +--- +# Select the Data Context +This page allows you to select a required Entity Framework data context that will provide data to a report. + +On this page, select a data context from the list of existing data contexts. You can also populate this list with data contexts from a separate assembly. To do this, click **Browse...**, and in the invoked **Open** dialog, select the required assembly. + +![WpfReportWizard_EF_SelectAsembly](../../../../images/img122127.png) + +Click **Next** to proceed to the next wizard page: [Select the Connection String](select-a-connection-string.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source.md new file mode 100644 index 0000000000..eacc3ac931 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source.md @@ -0,0 +1,13 @@ +--- +title: Connect to an Excel Data Source +author: Anna Gubareva +legacyId: 116246 +--- +# Connect to an Excel Data Source +The topics in this section describe the wizard steps required to connect a report to an Excel data source. + +This task includes the following steps. +* [Select an Excel Workbook or CSV file](connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md) +* [Specify Import Settings](connect-to-an-excel-data-source/specify-import-settings.md) +* [Select a Worksheet, Table or Named Region](connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md) +* [Choose columns](connect-to-an-excel-data-source/choose-columns.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md new file mode 100644 index 0000000000..108fdfa8ee --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md @@ -0,0 +1,17 @@ +--- +title: Choose columns +author: Anna Gubareva +legacyId: 116250 +--- +# Choose columns +On this wizard page, you can select required columns and specify their settings. + +To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. + +![Select and configure columns](../../../../images/img122202.png) + +This page also allows you to preview the resulting data by clicking the **Preview...** button. + +![Data preview window](../../../../images/img122203.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md new file mode 100644 index 0000000000..e07836c737 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md @@ -0,0 +1,14 @@ +--- +title: Select a Worksheet, Table or Named Region +author: Anna Gubareva +legacyId: 116249 +--- +# Select a Worksheet, Table or Named Region +> [!NOTE] +> This wizard page appears only if you selected a Microsoft Excel Workbook on the previous page. + +This wizard page allows you to select one of the available worksheets, tables or named regions that will provide data for a report. + +![WpfReportWizard_Excel_SelectWorksheet](../../../../images/img122201.png) + +Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md new file mode 100644 index 0000000000..648f12291c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md @@ -0,0 +1,11 @@ +--- +title: Select an Excel Workbook or CSV file +author: Anna Gubareva +legacyId: 116247 +--- +# Select an Excel Workbook or CSV file +On this wizard page, select a required Microsoft Excel workbook (the XLS, XLSX and XLSM formats are supported) or CSV file. To do this, click the ellipsis button and locate the source file, or enter the full path to this file. + +![WpfReportWizard_Excel_SelectFile](../../../../images/img122198.png) + +Click **Next** to proceed to the next wizard page: [Specify Import Settings](specify-import-settings.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md new file mode 100644 index 0000000000..0959c7d087 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md @@ -0,0 +1,33 @@ +--- +title: Specify Import Settings +author: Anna Gubareva +legacyId: 116248 +--- +# Specify Import Settings +On this wizard page, you can specify required import settings. This page provides access to different settings depending on whether you have selected an Excel Workbook or CSV file. + +## Import Settings for an Excel Workbook +The following settings are available if an Excel workbook has been selected. + +![WpfReportWizard_Excel_XlsImportSettings](../../../../images/img122199.png) +* **Use values of the first rows as field names** - Specifies whether values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Skip hidden rows** - Specifies whether or not to include hidden rows to the resulting data source. +* **Skip hidden columns** - Specifies whether or not to include hidden columns to the resulting data source. + +Click **Next** to proceed to the next wizard page: [Select a Worksheet, Table or Named Region](select-a-worksheet-table-or-named-region.md). + +## Import Settings for a CSV file +The following settings are available if a CSV file has been selected. + +![WpfReportWizard_Excel_CsvImportSettings](../../../../images/img122200.png) +* **Use values of the first rows as field names** - Specifies whether or not values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Trim Blanks** - Specifies whether to delete all leading and trailing empty spaces from each value in the source CSV file. +* **Encoding** - Specifies the character encoding in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Newline type** - Specifies the line break type in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Value separator** - Specifies a character used to separate values in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Culture** - Specifies culture information used to import data from the source CSV file. +* **Text Qualifier** - Specifies the character that encloses values in the source CSV file. + +Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source.md new file mode 100644 index 0000000000..0c6329e8d2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source.md @@ -0,0 +1,16 @@ +--- +title: Connect to an Object Data Source +author: Anna Gubareva +legacyId: 116238 +--- +# Connect to an Object Data Source +The topics in this section describe the wizard steps required to connect a report to an object data source. + +This task includes the following steps. +* [Select an Assembly](connect-to-an-object-data-source/select-an-assembly.md) +* [Select a Data Source Type](connect-to-an-object-data-source/select-a-data-source-type.md) +* [Select a Data Source Member](connect-to-an-object-data-source/select-a-data-source-member.md) +* [Specify the Member Parameters](connect-to-an-object-data-source/specify-the-member-parameters.md) +* [Select the Data Binding Mode](connect-to-an-object-data-source/select-the-data-binding-mode.md) +* [Select a Data Source Constructor](connect-to-an-object-data-source/select-a-data-source-constructor.md) +* [Specify the Constructor Parameters](connect-to-an-object-data-source/specify-the-constructor-parameters.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md new file mode 100644 index 0000000000..7b63f8c9d2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Constructor +author: Anna Gubareva +legacyId: 116244 +--- +# Select a Data Source Constructor +On this wizard page, select a data source constructor to be used to create an instance of the data source. + +![WpfReportWizard_Object_SelectDataSourceConstructor](../../../../images/img122880.png) + +Enable the **Show only highlighted constructors** check box to exclude irrelevant constructors from the list. Otherwise, all available constructors will be shown. + +Click **Next** to proceed to the next wizard page: [Specify the Constructor Parameters](specify-the-constructor-parameters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md new file mode 100644 index 0000000000..a9c15e5f41 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Member +author: Anna Gubareva +legacyId: 116241 +--- +# Select a Data Source Member +This wizard page allows you to select whether you want bind to the entire object or to its public member (method or property). + +![WpfReportWizard_Object_SelectDataSourceMember](../../../../images/img122878.png) + +Select the **Show only highlighted members** check box to exclude irrelevant members from the list. Otherwise, all available members will be shown. + +Click **Next** to proceed to the next wizard page. If you select binding to the entire object, proceed to the [Select the Data Binding Mode](select-the-data-binding-mode.md) page. If you choose one of the available public members, go to the [Specify the Member Parameters](specify-the-member-parameters.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md new file mode 100644 index 0000000000..89d7b43ca8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Type +author: Anna Gubareva +legacyId: 116240 +--- +# Select a Data Source Type +On this wizard page, select a required data source type. + +![WpfReportWizard_Object_SelectDataSourceType](../../../../images/img122877.png) + +To exclude irrelevant classes from the list, select the **Show only highlighted types** check box. If you disable this check box, all available data source types will be shown. + +Click **Next** to proceed to the next wizard page: [Select a Data Source Member](select-a-data-source-member.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md new file mode 100644 index 0000000000..436885e3dd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md @@ -0,0 +1,13 @@ +--- +title: Select an Assembly +author: Anna Gubareva +legacyId: 116239 +--- +# Select an Assembly +On this wizard page, select an assembly that contains the class type definition of the data source. + +![WpfReportWizard_Object_SelectAssembly](../../../../images/img122876.png) + +To exclude irrelevant assemblies from the list, select the **Show only highlighted assemblies** check box. If you disable the check box, all available data source types will be shown. + +Click **Next** to proceed to the next wizard page: [Select a Data Source Type](select-a-data-source-type.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md new file mode 100644 index 0000000000..cb1224588c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md @@ -0,0 +1,15 @@ +--- +title: Select the Data Binding Mode +author: Anna Gubareva +legacyId: 116243 +--- +# Select the Data Binding Mode +On this wizard page, you can choose one of the following data binding modes. +* **Retrieve the data source schema** - Select this option to retrieve only the data source schema from the specified object and edit the report layout without having access to the actual underlying data. +* **Retrieve the actual data** - Select this option to automatically create an instance of the data source type and obtain its actual data. + +![WpfReportWizard_Object_SelectDataBindingMode](../../../../images/img122879.png) + +Click **Next** to proceed to the next wizard once you select the data binding mode. +* [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md) - if you select the first option, go to choosing columns to display in a report. +* [Select a Data Source Constructor](select-a-data-source-constructor.md) - this page allows you to choose a required constructor to create an instance of the data source. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md new file mode 100644 index 0000000000..04e8bbfe3a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md @@ -0,0 +1,13 @@ +--- +title: Specify the Constructor Parameters +author: Anna Gubareva +legacyId: 116245 +--- +# Specify the Constructor Parameters +On this wizard page, you can specify the constructor parameters. + +To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the constructor or create a new one using the in-place editor. + +![WpfReportWizard_Object_SpecifyConstructorParameters](../../../../images/img122881.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../../report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md new file mode 100644 index 0000000000..bf9d36c7a8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md @@ -0,0 +1,13 @@ +--- +title: Specify the Member Parameters +author: Anna Gubareva +legacyId: 116242 +--- +# Specify the Member Parameters +On this wizard page, you can specify the member parameters. + +To specify the member parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or create a new one using the in-place editor. + +![WpfReportWizard_Object_SpecifyMemberParameters](../../../../images/img122900.png) + +Click **Next** to proceed to the next wizard page: [Select the Data Binding Mode](select-the-data-binding-mode.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/select-the-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/select-the-data-source-type.md new file mode 100644 index 0000000000..3a8f4949d9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/data-source-wizard/select-the-data-source-type.md @@ -0,0 +1,15 @@ +--- +title: Select the Data Source Type +author: Anna Gubareva +legacyId: 116231 +--- +# Select the Data Source Type +This wizard page allows you to select the required data source type. + +![WPDDesigner_ReportWizard_SelectDataSourceType](../../../images/img122896.png) + +Click **Next** to proceed to the next wizard page once you select the data source type. +* [Connect to a Database](connect-to-a-database.md) +* [Connect to an Entity Framework Data Source](connect-to-an-entity-framework-data-source.md) +* [Connect to an Object Data Source](connect-to-an-object-data-source.md) +* [Connect to an Excel Data Source](connect-to-an-excel-data-source.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview.md similarity index 77% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview.md index 57ba92404a..05c9733d9c 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview.md @@ -1,21 +1,21 @@ ---- -title: Document Preview -author: Anna Gubareva -legacyId: 116293 ---- -# Document Preview -To display a preview for the report currently being opened in the Report Designer, switch to the **Print Preview** tab. You will see the report populated with data and divided into pages. - -![WPFDesigner_DocumentPreview](../../../images/img120303.png) - -The document preview allows you to check the print output of a report and customize its additional options using the [Preview Toolbar](document-preview/preview-toolbar.md). The report can be then exported to different third-party formats, sent using e-mail or printed. - -Different elements of the Report Designer's preview are covered in the following documents. -* [Preview Toolbar](document-preview/preview-toolbar.md) -* [Export Document Dialog](document-preview/export-document-dialog.md) -* [Parameters Panel](document-preview/parameters-panel.md) -* [Search Panel](document-preview/search-panel.md) -* [Document Map Panel](document-preview/document-map-panel.md) - -> [!NOTE] -> To learn more about the options available in the preview mode, refer to the [Print Preview for WPF](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf.md) section of this documentation. \ No newline at end of file +--- +title: Document Preview +author: Anna Gubareva +legacyId: 116293 +--- +# Document Preview +To display a preview for the report currently being opened in the Report Designer, switch to the **Print Preview** tab. You will see the report populated with data and divided into pages. + +![WPFDesigner_DocumentPreview](../../images/img120303.png) + +The document preview allows you to check the print output of a report and customize its additional options using the [Preview Toolbar](document-preview/preview-toolbar.md). The report can be then exported to different third-party formats, sent using e-mail or printed. + +Different elements of the Report Designer's preview are covered in the following documents. +* [Preview Toolbar](document-preview/preview-toolbar.md) +* [Export Document Dialog](document-preview/export-document-dialog.md) +* [Parameters Panel](document-preview/parameters-panel.md) +* [Search Panel](document-preview/search-panel.md) +* [Document Map Panel](document-preview/document-map-panel.md) + +> [!NOTE] +To learn more about the options available in the preview mode, refer to the [Print Preview for WPF](../../print-preview/print-preview-for-wpf.md) section of this documentation. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md new file mode 100644 index 0000000000..e4b6c3a1bf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md @@ -0,0 +1,15 @@ +--- +title: Document Map Panel +author: Anna Gubareva +legacyId: 116451 +--- +# Document Map Panel +The **Document Map** panel is an interactive table of contents, which reflects a report's structure in a tree-like form and provides quick navigation through its [bookmarks](../creating-reports/report-navigation-and-interactivity/add-bookmarks.md). + +![WPFDesigner_DocumentMapPanel](../../../images/img120299.png) + +If a report contains at least one control with a specified bookmark, the **Document Map** is displayed by default. You can then toggle this panel's visibility state using the **Document Map** button ![WPFDesigner_PreviewToolbar_DocumentMap](../../../images/img120178.png) in the [Toolbar](preview-toolbar.md). If a report does not contain bookmarks, this panel cannot be shown. + +Click a bookmark in the **Document Map** to navigate the Print Preview to the corresponding element in a report document. + +Note that after exporting a report to the PDF format, the **Document Map** is exported as well. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md new file mode 100644 index 0000000000..10b17414cd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md @@ -0,0 +1,33 @@ +--- +title: Export Document Dialog +author: Anna Gubareva +legacyId: 116448 +--- +# Export Document Dialog +The Print Preview allows you to view and edit various format-specific options, and then export a report to one of the supported third-party formats. There are two options for [exporting](../../../print-preview/print-preview-for-wpf/exporting/exporting.md) a document. The first way is to export a document to a file on disk using the **Export Document** dialog. +![WPFDesigner_ExportDocumentDialog](../../../images/img120186.png) + +Another approach is to utilize the **Send via E-Mail** dialog to export a document and send the resulting file via e-mail. + +![WPFDesigner_SendDialog](../../../images/img124137.png) + +To invoke these dialogs, click the arrow for the **Export...** ![WPFDesigner_PreviewToolbar_Export](../../../images/img120169.png) or **Send...** ![WPFDesigner_PreviewToolbar_Send](../../../images/img120170.png) button, respectively, and choose the required format from the drop-down list. If you simply click one of these buttons, the dialogs will provide settings for the PDF format. Then, you can always change the export format directly in the dialogs using the dedicated **Export Format** drop-down lists. + +The following third-party export formats are supported. +* PDF (Portable Document Format) +* HTML (HyperText Markup Language) +* MHT (Web archive, single file) +* RTF (Rich Text Format) +* XLS (Microsoft® Word® 97 - 2003 document) +* XLSX (Office® Open XML document) +* CSV (Comma-Separated Values file format) +* TXT (Plain text) +* Image (BMP, GIF, JPEG, PNG, TIFF, EMF or WMF format) + +In the dialogs, you need to specify the path where the resulting file should be saved. The **Export Document** dialog additionally prompts you to choose whether or not to open the file after exporting. + +The dialogs also allow you to specify advanced export options for the selected format. To access and customize these format-specific options, click the **More Options** link. + +![WPFDesigner_AdvExportDocumentDialog](../../../images/img120187.png) + +Specify the required options and click **OK** to initiate the export of a report and save the resulting file. After closing the **Send via E-Mail** dialog, the saved file will be attached to a new empty message in the default mail program. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md new file mode 100644 index 0000000000..edc86853ce --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md @@ -0,0 +1,13 @@ +--- +title: Parameters Panel +author: Anna Gubareva +legacyId: 116449 +--- +# Parameters Panel +The **Parameters** panel allows you to specify [report parameters](../creating-reports/providing-data/report-parameters.md) before generating a report preview. + +![WPFDesigner_ParametersPanel](../../../images/img120188.png) + +Specify values of the required report parameters using the corresponding parameter editors and click **Submit** to view the resulting report preview. After changing the current values, you can revert back the previously selected values by clicking **Reset**. + +If a report contains at least one visible parameter, this panel is displayed by default. To manually change the panel's visibility state, click the **Parameters** button ![WPFDesigner_PreviewToolbar_Parameters](../../../images/img120177.png) in the [Toolbar](preview-toolbar.md). If a report doesn't contain any visible parameters, the **Parameters** panel cannot be shown. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md new file mode 100644 index 0000000000..0b5e9dffda --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md @@ -0,0 +1,85 @@ +--- +title: Preview Toolbar +author: Anna Gubareva +legacyId: 116447 +--- +# Preview Toolbar +The **Preview Toolbar** provides quick access to commands related to report viewing, editing and publishing. + +![WPFDesigner_PreviewToolbar](../../../images/img120279.png) + +All available commands can be divided into the following sections. +* [File Command](#file) +* [Print Commands](#print) +* [Navigation Commands](#navigation) +* [Zoom Commands](#zoom) +* [Export Commands](#export) +* [Document Commands](#document) + + + +## File Command +Use the following command to save a report to the file. + +| Icon | Command | Desctiption | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_Save](../../../images/img120173.png) | Save | Invokes the **Save As** dialog allowing you to save a report document to a file. | + + + +## Print Commands +The following commands allow you to change a report page's settings and print a report document. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_Print](../../../images/img120163.png) | Print | Invokes the **Print** dialog allowing you to specify the necessary settings and print a report document. | +| ![WPFDesigner_PreviewToolbar_QuickPrint](../../../images/img120164.png) | Quick Print | Prints a report document using the default settings. | +| ![WPFDesigner_PreviewToolbar_PageSetup](../../../images/img120174.png) | Page Setup | Invokes the **Page Setup** dialog allowing you to adjust report page settings. | +| ![WPFDesigner_PreviewToolbar_Scale](../../../images/img120175.png) | Scale | Invokes the **Scale** dialog allowing you to stretch or shrink report content to a percentage of its normal size or the number of pages. | + + + +## Navigation Commands +Use these commands to navigate through a report document. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_FirstPage](../../../images/img120159.png) | First Page | Switches to the first report page. | +| ![WPFDesigner_PreviewToolbar_PreviousPage](../../../images/img120160.png) | Previous Page | Switches to the previous report page. | +| ![WPFDesigner_PreviewToolbar_NextPage](../../../images/img120161.png) | Next Page | Switches to the next report page. | +| ![WPFDesigner_PreviewToolbar_LastPage](../../../images/img120162.png) | Last Page | Switches to the last report page. | + + + +## Zoom Commands +Use these commands to zoom a report document. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_ZoomOut](../../../images/img120165.png) | Zoom Out | Decreases a report document's current zoom factor. | +| ![WPFDesigner_PreviewToolbar_ZoomIn](../../../images/img120167.png) | Zoom In | Increases a report document's current zoom factor. | +| ![WPFDesigner_PreviewToolbar_Zoom](../../../images/img120166.png) | Zoom | Zooms a report document to a specific zoom factor from the drop-down list. | + + + +## Export Commands +Use these commands to export a report document to one of the supported third-party formats. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_Export](../../../images/img120169.png) | Export | Invokes the [Export Document](export-document-dialog.md) dialog allowing you to export a report document into one of the supported third-party formats and save the resulting file on a hard drive. | +| ![WPFDesigner_PreviewToolbar_Send](../../../images/img120170.png) | Send | Invokes the [Send via E-Mail](export-document-dialog.md) dialog allowing you to export a report document into one of the supported third-party formats, save the resulting file on a hard drive and attach this file to a new empty message in the default mail program. | + + + +## Document Commands +Use these commands to change the visibility state of the Designer's panels and dialogs. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_PreviewToolbar_Parameters](../../../images/img120177.png) | Parameters | Shows/hides the [Parameters Panel](parameters-panel.md) where you can specify report parameters before report preview generation is started. | +| ![WPFDesigner_PreviewToolbar_DocumentMap](../../../images/img120178.png) | Document Map | Shows/hides the [Document Map Panel](document-map-panel.md), which reflects a report document's structure in a tree-like form. | +| ![WPFDesigner_PreviewToolbar_Thumbnails](../../../images/img125689.png) | Thumbnails | Shows/hides report thumbnails used to quickly navigate between document pages. | +| ![WPFDesigner_PreviewToolbar_EditingFields](../../../images/img125690.png) | Editing Fields | Highlights all editing fields to quickly discover which of the document elements are editable. | +| ![WPFDesigner_PreviewToolbar_Search](../../../images/img120179.png) | Search | Shows the [Search Panel](search-panel.md), which allows you to find a specified text throughout a report document. | +| ![WPFDesigner_Toolbar_Watermark](../../../images/img120432.png) | Watermark | Invokes the **Watermark** dialog that allows you to add a text watermark to a report or turn a picture into a report's background. | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/search-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/search-panel.md new file mode 100644 index 0000000000..938cc549ca --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/document-preview/search-panel.md @@ -0,0 +1,17 @@ +--- +title: Search Panel +author: Anna Gubareva +legacyId: 116450 +--- +# Search Panel +The **Search** panel allows you to find specific text throughout a report document. + +![WPFDesigner_SearchPanel](../../../images/img120301.png) + +To invoke the **Search** panel, click the **Search** button ![WPFDesigner_PreviewToolbar_Search](../../../images/img120179.png) in the [Toolbar](preview-toolbar.md) or press CTRL+F. + +In the search box on the left, input the text to find. Click the **Settings** button to invoke the dedicated submenu allowing you to specify whether or not to use case-sensitive search, and whether you are required to match the whole word during the search. + +![WPFDesigner_SearchPanelSettings](../../../images/img120302.png) + +To start searching, or search down again, click **Next**, or press ENTER or CTRL+G. To search backward, click **Previous** or press CTRL+SHIFT+G. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md new file mode 100644 index 0000000000..78acb8afbe --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md @@ -0,0 +1,82 @@ +--- +title: Control Toolbox +author: Anna Gubareva +legacyId: 116215 +--- +# Control Toolbox +The **Control Toolbox** contains all available [report controls](../report-elements/report-controls.md) and allows end-users to add them to the report being edited. Report controls can display both static and [dynamic](../creating-reports/providing-data/binding-report-controls-to-data.md) information of different kinds (simple or formatted text, pictures, tables, etc.) and adjust a report layout (organize controls within panels, insert page brakes, etc.) + +The available report controls can be divided into the following categories. +* [General Content](#generalcontent) +* [ExtendedData](#extendeddata) +* [Report Layout](#reportlayout) +* [Document Statistics](#documentstatistics) + +To learn how to add a control from the **Toolbox** to a report, see the [Adding Controls to a Report](#addingcontrols) section. + + + +## General Content +The following controls are most commonly used to display data in a report. + +| Icon | Control Name | +|---|---| +| ![icon-large-label-report-controls](../../../images/img22802.png) | Label | +| ![icon-large-check-box-report-controls](../../../images/img22803.png) | Check Box | +| ![icon-large-rich-text-report-controls](../../../images/img22804.png) | Rich Text | +| ![icon-large-picture-box-report-controls](../../../images/img22805.png) | Picture Box | +| ![icon-large-table-report-controls](../../../images/img22807.png) | Table | +| ![icon-large-cellular-label-report-controls](../../../images/img124827.png) | Character Comb | +| ![icon-large-bar-code-report-controls](../../../images/img22810.png) | Barcode | +| ![icon-large-zip-code-report-controls](../../../images/img22811.png) | Zip Code | +| ![icon-large-gauge-report-controls](../../../images/img23177.png) | Gauge | + + + +## Extended Data +The following controls are connected to data individually, without accessing a report's data source. + +| Icon | Control Name | +|---|---| +| ![icon-large-chart-report-controls](../../../images/img22812.png) | Chart | +| ![icon-large-pivot-grid-report-controls](../../../images/img22814.png) | Pivot Grid | +| ![icon-large-sparkline-report-controls](../../../images/img22813.png) | Sparkline | + + + +## Report Layout +The following controls allow you to draw shapes in a report and customize the report layout. + +| Icon | Control Name | +|---|---| +| ![icon-large-line-report-controls](../../../images/img22808.png) | Line | +| ![icon-large-shape-report-controls](../../../images/img22809.png) | Shape | +| ![icon-large-page-breaki-report-controls](../../../images/img22818.png) | Page Break | +| ![icon-large-cross-band-line-report-controls](../../../images/img22819.png) | Cross-Band Line | +| ![icon-large-cross-band-box-report-controls](../../../images/img22820.png) | Cross-Band Box | +| ![icon-large-panel-report-controls](../../../images/img22806.png) | Panel | +| ![icon-large-subreport-report-controls](../../../images/img22815.png) | Subreport | + + + +## Document Statistics +The dynamic content of the following controls is not obtained from a data source. + +| Icon | Control Name | +|---|---| +| ![icon-large-page-info-report-controls](../../../images/img22817.png) | Page Info | +| ![icon-large-table-of-content-report-controls](../../../images/img22816.png) | Table Of Contents | + + + +## Adding Controls to a Report +To add a control from the Toolbox to a report, do one of the following. +* Double-click an item in the Toolbox to create the corresponding control at the default position. +* Drag-and-drop an item from the Toolbox onto the required position within a report. + + ![WPFDesigner_DragAndDropItemFromToolbox](../../../images/img120304.png) +* Select an item in the Toolbox, and then indicate the bounding rectangle by holding down the left mouse button. + + ![WPFDesigner_AddingItemFromToolbox](../../../images/img120305.png) + +If you need to perform selection, re-arranging or resizing operations, select the **Pointer** item (![RD_Toolbox_1](../../../images/img9152.png)). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/design-surface.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/design-surface.md new file mode 100644 index 0000000000..84346f80fc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/design-surface.md @@ -0,0 +1,49 @@ +--- +title: Design Surface +author: Anna Gubareva +legacyId: 116220 +--- +# Design Surface +The **Design Surface** displays a report that is currently being edited in the Report Designer. + +![WPFDesigner_DesignSurface](../../../images/img122002.png) + +The Design Surface includes the following principal elements. +* [Rulers](#rulers) +* [Band Captions](#bandcaptions) +* [Context Menus](#contextmenus) +* [In-place Editors](#inplaceeditors) + + + +## Rulers +The horizontal and vertical rulers display tickmarks in the [measurement units](../creating-reports/basic-operations/change-measurement-units-of-a-report.md) specified for a report. Click an element to evaluate its size and location using the rulers. + +The vertical ruler also allows you to change the band height by moving its top and bottom sliders. + +![WPFDesigner_VerticalRuler](../../../images/img123022.png) + + + +## Band Captions +In the Report Designer, each report band carries a caption, tab title and color, which depend on the band kind. These captions are not printed in the resulting report document and are only visible at design time. + +![WPFDesigner_BandCaptions](../../../images/img123023.png) + +To access band properties, select the band by clicking its caption, and then switch to the [Properties Panel](properties-panel.md). + + + +## Context Menus +The context menu provides quick access to the most commonly used actions that depend on the element for which it is invoked. For example, it allows you to insert new bands, cut/copy/paste/delete report controls, etc. For certain report controls, the context menu also includes the **Edit...** option, which invokes the dialog with complex settings (such as data binding settings, formatting, etc.) To invoke this menu, right-click a report element or the report editing surface. + +![WPFDesigner_ContextMenu](../../../images/img123025.png) + + + +## In-place Editors +An in-place editor allows you to edit the content of a text-oriented control (Barcode, Check Box, Label, Table Cell or Zip Code) by double-clicking it. + +![WPFDesigner_InPlaceEditor](../../../images/img123028.png) + +To learn how to use the in-place editor to supply dynamic data to a control, see [Using Mail Merge](../creating-reports/providing-data/using-mail-merge.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/field-list.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/field-list.md new file mode 100644 index 0000000000..4289789b35 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/field-list.md @@ -0,0 +1,47 @@ +--- +title: Field List +author: Anna Gubareva +legacyId: 116216 +--- +# Field List +The **Field List** panel is intended to display the structure of the data source to which a report is currently bound. This panel can also be used to create new bound [report controls](../report-elements/report-controls.md), manage [calculated fields](../creating-reports/providing-data/calculated-fields.md) and [parameters](../creating-reports/providing-data/report-parameters.md). + +![WPFDesigner_FieldList](../../../images/img120418.png) + +This document consists of the following sections. +* [Creating Bound Report Elements](#binding) +* [Managing Calculated Fields](#calcfields) +* [Managing Report Parameters](#parameters) + + + +## Creating Bound Report Elements +After [binding a report to data](../creating-reports/providing-data/binding-a-report-to-data.md), the Field List shows the structure of the report's data source assigned to the **Data Source** property. Then, the Field List can be used to add new bound controls. + +To add a new bound report element, click a desired field item in the Field List, and then drag-and-drop it onto the report band. This creates an appropriate control bound to the selected data field. + +![WPFDesigner_FieldListAddingElement](../../../images/img120420.png) + + + +## Managing Calculated Fields +The Field List allows you to create [calculated fields](../creating-reports/providing-data/calculated-fields.md) by building expressions based on the values of data fields, report parameter values, etc. + +To add a calculated field to a report, right-click any item inside the data member node, and in the invoked context menu, select **Add Calculated Field**. + +![WPFDesigner_FieldListAddingCalcField](../../../images/img123013.png) + +To edit settings of the created calculated field, select them and go to the [Properties Panel](properties-panel.md). You can also right-click the calculated field and use commands available in the context menu. + +![WPFDesigner_FieldListManagingCalcField](../../../images/img123014.png) + + + +## Manging Report Parameters +The Field List shows existing [report parameters](../creating-reports/providing-data/report-parameters.md) and allows you to add new ones to the report. + +To create a parameter, right click the **Parameters** node or any of its sub-nodes, and in the context menu, select **Add Parameter**. + +![WPFDesigner_FieldListAddingParameter](../../../images/img123015.png) + +You can customize report parameters using the [Properties Panel](properties-panel.md) or commands available in the context menu in the same way as you customize calculated fields. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md new file mode 100644 index 0000000000..6f50d8231c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md @@ -0,0 +1,24 @@ +--- +title: Group and Sort Panel +author: Anna Gubareva +legacyId: 116218 +--- +# Group and Sort Panel +The **Group and Sort Panel** allows you to quickly apply [grouping](../creating-reports/shaping-data/grouping-data.md) and [sorting](../creating-reports/shaping-data/sorting-data.md) to report data. + +![WPFDesigner_GroupAndSortPanel](../../../images/img121992.png) + +> [!NOTE] +> If a report is not bound to a data source, the **Group and Sort Panel** is inactive. + +To create a new sorting or grouping criterion, click the **Add a Sort** or **Add a Group** buttons, respectively. Then, select the desired data source field in the invoked drop-down list. + +![WPFDesigner_ApplyingGrouping](../../../images/img121994.png) + +After adding the grouping criterion, the Group Header band is automatically created. You can manually specify whether to display the corresponding Group Header and Group Footer using the **Show Header** and **Show Footer** check boxes. + +You can choose the sorting mode (ascending or descending) or disable sorting in the **Sort Order** drop-down list. + +The **Group and Sort Panel** also allows you to change the precedence of multiple grouping and sorting criteria using the **Move Up** and **Move Down** buttons. + +To remove a grouping or sorting criterion, select it and click the **Remove** button. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md new file mode 100644 index 0000000000..7339ddaff6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md @@ -0,0 +1,33 @@ +--- +title: 'Localization Editor' +author: Sergey Andreev +--- +# Localization Editor + +The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. + +![](../../../images/eurd-wpf-localization-editor-german.png) + +The left panel allows you to change the report's language or add a new language to start localization. +The right panel contains a grid that displays the property name, the text specified for that property in the default language, and the text for the selected language. Text strings of the selected language are editable. + +## Invoke the Localization Editor + +Use one of the following actions: + +* Switch to the **View** Toolbar tab. Click the **dialog box launcher** in the **Localization** group. + + ![](../../../images/eurd-wpf-localization-editor-dialog-box-launcher.png) + +* Click the **Localization** property's ellipsis button in the [Properties Panel](properties-panel.md). + + ![](../../../images/eurd-wpf-localization-editor-property-grid-ellipsis.png) + +## Use the Localization Editor + +* To add a new language, click the _plus_ button in the right panel. All values for the new language are set to the default language's values. + +* Change the text and click the **OK** button to close the editor and apply your changes. + +> [!Tip] +> When the Localization Editor is invoked, the grid in the right panel displays values for the report controls' **Text** properties. You can click the filter icon in the **Property** column header to modify a filter and select other properties or clear the filter to show all textual properties. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md new file mode 100644 index 0000000000..665bded626 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md @@ -0,0 +1,74 @@ +--- +title: Properties Window +author: Anna Gubareva +legacyId: 116219 +--- +# Properties Window + +Use the Properties window to view, discover, and change the properties of selected report [elements](../report-elements.md). + +![Properties Window](../../../images/eurd-wpf-properties-window.png) + +Switch to the **View** ribbon tab, expand the **Windows** group, and click **Properties** to show or hide the Properties window. + +![Invoke the Properties Window](../../../images/eurd-wpf-invoke-properties-window.png) + +## Select a Report Element + +Do one of the following to select a report element and show its properties in the Properties window: + +* Select a report element from the drop-down list at the top of the Properties window. + + ![Select a Report Element from the Drop-Down List](../../../images/eurd-wpf-properties-window-select-report-element.png) + +* Click a report element on the [design surface](design-surface.md). + + ![Click a Report Element on the Design Surface](../../../images/eurd-wpf-properties-window-select-report-element-on-surface.png) + +* Select a report element in the [Report Explorer](report-explorer.md). + + ![Select a Report Element in the Report Explorer](../../../images/eurd-wpf-properties-window-select-report-element-in-report-explorer.png) + +## Category Tabs + +The Properties window splits properties into category tabs and sorts them alphabetically. + +![Category Tabs](../../../images/eurd-wpf-properties-window-category-tabs.png) + +## Favorite Properties + +The Favorites tab contains the most used (or “favorite”) properties. + +![The Favorites Tab](../../../images/eurd-wpf-properties-window-favorite-tab.png) + +Use the **Favorite Properties Editor** to add properties to the Favorites tab. Click the **Edit Favorite Properties...** menu item to open the **Favorite Properties Editor** that lists the report controls. Check/uncheck properties to modify these controls’ favorite property lists. + +![The Favorite Properties Editor](../../../images/eurd-wpf-favorite-properties-editor.png) + +## Change Property Values + +A marker near each property indicates whether a property value differs from its default value. + +![Modified Properties](../../../images/eurd-wpf-properties-window-modified-values.png) + +Right-click a property’s editor to reset the value. + +![Reset a Property Value](../../../images/eurd-wpf-properties-window-value-reset.png) + +## Specify Expressions + +The Properties window allows you to set expressions that specify property values. Click the `f` button to specify an expression in the invoked Expression Editor. + +![The f Buttons](../../../images/eurd-wpf-properties-window-value-expression.png) + +![The Expression Editor](../../../images/eurd-wpf-expression-editor.png) + +## Search for Properties + +The integrated search box allows you to find properties. When you type within the search box, the Properties window filters the list and displays properties that match the entered text. + +![The Search Box](../../../images/eurd-wpf-properties-window-property-search.png) + +If you type two substrings separated by a space character, these substrings are considered as individual search criteria. The Properties window shows the properties that match either of these substrings. To find properties that contain both substrings, enclose the typed string in quotation marks or type "+" before the second substring (for instance, **foreground +color**). + +Type "-" to exclude properties that contain a specific substring (for instance, **border -color**). diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/query-builder.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/query-builder.md new file mode 100644 index 0000000000..0f19293994 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/query-builder.md @@ -0,0 +1,183 @@ +--- +title: Query Builder +author: Anna Gubareva +legacyId: 114869 +--- +# Query Builder +The **Query Builder** provides a visual interface for constructing SQL queries and enables you to solve a variety of tasks. + +![wpf-designer-query-builder](../../../images/img126699.png) + +> [!NOTE] +> The Query Builder is not available for [object](../report-wizard/data-bound-report/connect-to-an-object-data-source.md), [Entity Framework](../report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md) and [Excel](../report-wizard/data-bound-report/connect-to-an-excel-data-source.md) data sources. + +The document consists of the following sections. +* [Run the Query Builder](#runquerybuilder) +* [Select Tables](#selecttables) +* [Join Tables](#jointables) +* [Edit Parameters](#editparameters) +* [Filter Data](#filterdata) +* [Shape Data](#shapedata) +* [Enable Custom SQL Editing](#customsql) +* [Preview Results](#previewresults) + +## Run the Query Builder +You can invoke the **Query Builder** from the [query customization](../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) page of the [Report Wizard](../report-wizard.md) when creating a new data-bound report or when [binding an existing one to a database](../creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md). To do this, select the **Query** item and click the **Run Query Builder** button. + +![wpf-report-wizard_run-query-builder](../../../images/img122116.png) + +You can also use the Query Builder to add queries to an existing SQL data source, as well as to edit existing queries. To do this, right-click the data source in the [Report Explorer](report-explorer.md) and select **Manage Queries** in the context menu. + +![wpf-designer-sqldatasource-manage-queries](../../../images/img126684.png) + +In the invoked **Manage Queries** dialog, click **Add** to add a new query. To edit an existing query, click the ellipsis button. + +![wpf-desinger-manage-queries-dialog](../../../images/img126685.png) + +Finally, click the **Run Query Builder** button in the invoked **Data Source Wizard**. + +## Select Tables +To add a specific data table or view to a query, drag the corresponding item from the list of available tables and drop it onto the list of data tables to be used. + +![wpf-designer-query-builder-add-table](../../../images/img126686.png) + +Enable check boxes for the table fields that you want to include in the query result set. + +![wpf-designer-query-builder-select-fields](../../../images/img126687.png) + +Each table provides the context menu, which allows you to rename the table or remove it from the query. + +![wpf-designer-query-builder-table-context-menu](../../../images/img126688.png) + +To search for a specific table or view, click the list of available tables on the left and start typing the search name. + +![wpf-designer-query-builder-search-tables](../../../images/img126689.png) + +## Join Tables +You can join multiple tables within the same query. The Query Builder automatically highlights tables related to any of the previously added tables. Drag-and-drop a subordinate table in the same way as a principal table to include it in a query and automatically create an inner join relation based on a key column. + +![wpf-designer-query-builder-join-tables](../../../images/img126691.png) + +Another way to join tables is to click the ![wpf-designer-query-builder-add-button](../../../images/img126692.png) button in a row corresponding to a key column. + +To customize the relationship, click the corresponding ellipsis button. Use the **Join Editor** to select the join type (**Left Outer** or **Inner**), applied logical operator (**Equals to**, **Is less than**, etc.) and column key fields. + +![wpf-designer-query-builder-join-editor](../../../images/img126693.png) + +A left outer join returns all the values from an inner join along with all values in the "left" table that do not match to the "right" table, including rows with NULL (empty) values in the key field. + +If tables do not have a relationship at the database level, you can manually join tables. In this case, when you drag-and-drop the required table onto the list of tables to be used, the **Join Editor** is automatically invoked allowing you to construct a custom **join** relationship. + +After executing the query, it will return a "flat" table composed of data records selected based on the specified join options. + +> [!NOTE] +> Although joining different tables within a single query may be required in some scenarios, creating hierarchical data sources generally results in better performance (in general, [master-detail reports](../report-types/master-detail-report-(detail-report-bands).md) are generated faster than similar-looking reports created by grouping "flat" data sources). + +## Edit Parameters +Click the **Edit Parameters** button to invoke the **Query Parameters** dialog, which allows you to add and remove [query parameters](../creating-reports/providing-data/query-parameters.md) as well as specify parameter settings. + +![wpf-designer-query-builder-query-parameters](../../../images/img127214.png) + +For each query parameter, the following properties are available. +* **Name** - specifies the name used to refer a parameter. +* **Type** - specifies the data type of the parameter's value. +* **Expression** - determines whether the actual parameter value is static or generated dynamically. +* **Value** - specifies the actual value of a query parameter. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression, which is particularly useful when you need to map the query parameter value to the value of a [report parameter](../creating-reports/providing-data/report-parameters.md). + +The created parameters will be then available on the [Configure Query Parameters](../report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md) wizard page. + +For general information on query parameters, see [Query Parameters](../creating-reports/providing-data/query-parameters.md). + +## Filter Data +To specify filter criteria, click the **Filter...** button in the Query Builder. This invokes the **Filter Editor**, which provides the following capabilities. + +![wpf-designer-query-builder-filter-editor](../../../images/img126694.png) +* **Filter Tab** + + The editor contains the **Filter** tab allowing you to specify filter conditions for resulting data. Filter criteria can be assigned [query parameters](../creating-reports/providing-data/query-parameters.md) or bound to [report parameters](../creating-reports/providing-data/report-parameters.md). +* **Group Filter Tab** + + The **Group Filter** tab allows you to specify filter conditions for grouped and aggregated data. If data is not grouped, the second tab is disabled. +* **Other Options** + + Using this editor, you can limit the number of resulting data rows. If data is sorted, you can specify how many rows to skip before retrieving the specified number of rows. + + > [!NOTE] + > Depending on the selected data provider, it can be impossible to take into account the skip setting in the provider-specific SQL string. + + Another option enables you to include only distinct values into the resulting set. + +## Shape Data +The Query Builder displays the column list under the data source editor, which provides various shaping options. + +![wpf-designer-query-builder-column-list](../../../images/img126695.png) + +The following options are available. +* **Column** + + Specifies the selected column. + + You can choose a required column in the drop-down list or create a column expression by clicking the ellipsis button for the corresponding column. + + ![wpf-designer-query-builder-column-expression](../../../images/img126696.png) +* **Table** + + Specifies the table containing the selected column. + + This option indicates **(All Tables)** if an expression is specified for the corresponding column. +* **Alias** + + Specifies a custom column name (alias). + + This option is available only for columns that are included in a query. +* **Output** + + Specifies whether or not the column is included into the query’s resulting set. +* **Sorting Type** + + Specifies whether to preserve the original order of data records within the column, or sort them (in ascending or descending order). + + > [!NOTE] + > When binding to XML files, the Query Builder does not support sorting by aggregate functions, DISTINCT and SELECT ALL statements, and custom SQL. +* **Sort Order** + + This option becomes available after applying sorting to the data column records. + + It defines the priority in which sorting is applied to multiple columns (the less this number is, the higher the priority). + + For example, if column **A** has the sort order set to **1** and column **B** has it set to **2**, the query will be first sorted by column **A** and then by the column **B**. + + Changing this setting for one column automatically updates the sort order of other columns to avoid a conflict of priorities. +* **Group By** + + Specifies whether or not the query’s result set should be grouped by this column. +* **Aggregate** + + Specifies whether or not the column's data records should be aggregated. + + The following aggregate functions are supported. + * Count + * Max + * Min + * Avg + * Sum + * Count Distinct + * Avg Distinct + * Sum Distinct + + Applying any of these functions to a column will discard individual data records from the query result set, which will only include the aggregate function result. + +> [!NOTE] +> You should apply aggregation/grouping to either all columns or to none of them. + +## Enable Custom SQL Editing +If custom SQL editing is enabled by your software provider, the Query Builder contains the **Allow Edit SQL** check box. Selecting this option disables the visual features of the Query Builder and allows users to specify the custom SQL string manually. + +![wpf-designer-query-builder-allow-edit-sql](../../../images/img126698.png) + +## Preview Results +You can preview the result of the query execution in the form of a tabular data sample by clicking the **Preview Results** button. + +This opens the **Data Preview** window displaying the query result set limited by the first 1000 data records. + +![wpf-designer-query-builder-data-preview](../../../images/img126697.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md new file mode 100644 index 0000000000..e00ead4cc9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md @@ -0,0 +1,56 @@ +--- +title: 'Report Design Analyzer' +--- +# Report Design Analyzer + +The Report Design Analyzer shows errors, warnings, and information messages that help users create or enhance a report layout in the [End-User Report Designer](../../report-designer-for-wpf.md). + +![Report Design Analyzer panel](../../../images/eurd-report-design-analyzer-wpf.png) + +## Invoke the Report Design Analyzer + +Do one of the following to invoke the **Report Design Analyzer**: + +* Select **Report Design Analyzer** from the **Windows** drop-down menu in the **View** toolbar tab. + + ![View toolbar Windows menu](../../../images/eurd-report-design-analyzer-wpf-invoke-from-toolbar.png) + +* Click the bell icon in the status bar. + + ![Bell icon in status bar](../../../images/eurd-report-design-analyzer-wpf-invoke-with-bell.png) + +## Filter Messages + +Based on their source, report errors are divided into four groups: + +* Report layout errors – occur, for example, when report controls overlap each other or extend beyond the report’s printable area. +* Report creation errors – occur while the report document is created. For instance, it might include notifications about invalid property values or unreachable sources of content. +* Report export errors – happen while the report document is exported to PDF, XLSX, and other formats. +* Report script errors – for example, errors in script syntax. + +When you invoke a WPF Reporting application, the Report Design Analyzer displays messages from all sources except messages that belong to the Report script errors source. + +You can disable messages that belong to a particular source: + +![Filter messages by source](../../../images/eurd-report-design-analyzer-wpf-filter-messages.png) + +## Fix Issues + +Each message contains a recommendation on how to correct an issue. Click the Plus icon in front of the message to expand the recommendation. + +![Expand message with recommendation](../../../images/eurd-report-design-analyzer-wpf-expand-message.png) + +The message's **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. + +![Navigate to control or script](../../../images/eurd-report-design-analyzer-wpf-navigate-to-control.png) + +## Enable Accessibility Validation + +Click the **Accessibility** bar item in the UI panel to display accessibility-related issues in the Report Design Analyzer. + +![Accessibility validation button](../../../images/report-analyzer-accessibility-validation.png) + +Use filters by type and source to navigate long issue lists: + +* Like other report design issues, accessibility issues are divided into errors, warnings, and messages. If you deselect the Warnings button, all accessibility warnings will be hidden. +* The source filter allows you to select report controls where issues originate. diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md new file mode 100644 index 0000000000..eaebc13caa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md @@ -0,0 +1,21 @@ +--- +title: Report Explorer +author: Anna Gubareva +legacyId: 116217 +--- +# Report Explorer +The **Report Explorer** reflects a report's structure in a tree-like form providing easy access to [report elements](../report-elements.md). Additionally, the Report Explorer contains the **Components** node, which displays non-visual report components such as data objects created when [binding a report to a data source](../creating-reports/providing-data/binding-a-report-to-data.md). You can also use the Report Explorer to manage [styles](../creating-reports/appearance-customization/understanding-style-concepts.md) and [formatting rules](../creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md) available for a report. + +![WPFDesigner_ReportExplorer](../../../images/img120421.png) + +To access and edit settings of a report element or component, select it in the Report Explorer and switch to the [Properties Panel](properties-panel.md). You can also right-click elements and components to invoke their context menu. + +![WPFDesigner_ReportExplorer_ComponentContextMenu](../../../images/img122991.png) + +In the Report Explorer, data-aware controls are marked with a special database icon. + +![WPFDesigner_ReportExplorer_DataAwareControls](../../../images/img122992.png) + +You can manage styles and formatting rules using commands available in context menus. To invoke a context menu, right-click the corresponding root node or its sub-node. + +![WPFDesigner_ReportExplorer_StyleContextMenu](../../../images/img122993.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/script-editor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/script-editor.md new file mode 100644 index 0000000000..566c2daf2f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/script-editor.md @@ -0,0 +1,41 @@ +--- +title: Script Editor +author: Anna Gubareva +legacyId: 116221 +--- +# Script Editor +The **Script Editor** allows you to write code for specific event handlers in the [Report Designer](../../report-designer-for-wpf.md) to adjust the behavior of [report controls](../report-elements/report-controls.md), [bands](../report-elements/report-bands.md) or the report itself. + +![WPFDesigner_ScriptEditor](../../../images/img123181.png) + +This topic describes the basics of using scripts, the Script Editor interface and shows how to use scripting in a report. The document consists of the following sections. +* [Scripting Overview](#overview) +* [Maintaining Scripts](#maintaining) + + + +## Scripting Overview +The Script Editor provides you with the capability to write and execute scripts at runtime when a report is generated. Scripting is made available to extend the standard functionality as far as may be required. + +The Script Editor supports **C#** and **Visual Basic .NET** scripting languages. This means that the scripting language is independent from the language used to create the report. You can specify the language using the **Script Language** property. The selected scripting language should be the same for all scripts used in a report. + +![WPFDesigner_ScriptLanguageProperty](../../../images/img123135.png) + + + +## Maintaining Scripts +Each report element has its own set of events, which are individual for each element type. To handle an event of a report element, do one of the following. +* Select the required report element (e.g., on the [Design Surface](design-surface.md)). In the [Properties Panel](properties-panel.md), expand the **Scripts** property and click the plus button for the event. + + ![WPFDesigner_AddingScriptViaPropertiesPanel](../../../images/img123167.png) +* Click the **Scripts** button (![WPFDesigner_Toolbar_ScriptEditor](../../../images/img120434.png)) in the [Toolbar](toolbar.md) to display the Script Editor. Choose the required report element in the dedicated drop-down list at the left top of the Script Editor. Then, select one of the available events in another list at the right top. + + ![WPFDesigner_AddingScriptViaScriptEditor](../../../images/img123168.png) + +After the event is specified, a code template is automatically generated in the current scripting language and added in the Script Editor. + +![WPFDesigner_ScriptTemplate](../../../images/img123170.png) + +To check for errors in the report's script, click the **Validate** button. The validation result is displayed in the errors panel at the bottom of the Script Editor. Double-click the error item in the panel's list to go to the corresponding line of code. If all scripts are valid, the errors panel is empty. + +![WPFDesigner_ScriptErrorPanel](../../../images/img123171.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/toolbar.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/toolbar.md new file mode 100644 index 0000000000..fa79c7edac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/interface-elements/toolbar.md @@ -0,0 +1,76 @@ +--- +title: Toolbar +author: Anna Gubareva +legacyId: 116214 +--- +# Toolbar +The **Toolbar** allows you to easily perform various report commands, which are divided into the following sections. +* [Report Commands](#report) +* [Edit Commands](#edit) +* [Font Commands](#font) +* [Arrange Commands](#arrange) +* [Editors Commands](#editors) + +![WPFDesigner_Toolbar](../../../images/img120135.png) + + + +## Report Commands +Use these commands to save and load report layouts. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_Toolbar_NewIcon](../../../images/img122971.png) | New | [Creates a new report](../creating-reports/basic-operations/create-a-new-report.md) using the [Report Wizard](../report-wizard.md). | +| ![WPFDesigner_Toolbar_OpenIcon](../../../images/img120136.png) | Open | Invokes the **Open** dialog that allows you to select the report layout [to be opened](../creating-reports/basic-operations/back-up-the-report-layout.md). | +| ![WPFDesigner_Toolbar_SaveIcon](../../../images/img120137.png) | Save | [Saves the current report](../creating-reports/basic-operations/back-up-the-report-layout.md) to the default file. | +| ![WPFDesigner_Toolbar_SaveAsIcon](../../../images/img120138.png) | Save as | Invokes the **Save** dialog that allows you to select a file to which the current report layout [should be saved](../creating-reports/basic-operations/back-up-the-report-layout.md). | + + + +## Edit Commands +Use the following commands to delete the selected report elements, place them to the clipboard, paste them onto report bands and cancel previous actions. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_Toolbar_DeleteIcon](../../../images/img120139.png) | Delete | Deletes the selected report elements. | +| ![WPFDesigner_Toolbar_CutIcon](../../../images/img120140.png) | Cut | Cuts the selected report elements to the clipboard. | +| ![WPFDesigner_Toolbar_CopyIcon](../../../images/img120141.png) | Copy | Copies the selected report elements to the clipboard. | +| ![WPFDesigner_Toolbar_PasteIcon](../../../images/img120142.png) | Paste | Pastes the contents of the clipboard to the selected report band. | +| ![WPFDesigner_Toolbar_UndoIcon](../../../images/img120143.png) | Undo | Cancels the last change made to the report. | +| ![WPFDesigner_Toolbar_RedoIcon](../../../images/img120144.png) | Redo | Reverses the results of the last undo action. | + + + +## Font Commands +Use these commands to easily customize font, color, formatting and alignment settings. + +| Icon | Command(s) | Description | +|---|---|---| +| ![WPFDesigner_Toolbar_FontNameIcon](../../../images/img120146.png) | Font Name | Specifies the font name of the selected elements. | +| ![WPFDesigner_Toolbar_FontSizeIcon](../../../images/img120147.png) | Font Size | Specifies the font size of the selected elements. | +| ![WPFDesigner_Toolbar_ForeColorIcon](../../../images/img120148.png) | Foreground Color | Specifies the foreground color of the selected elements. | +| ![WPFDesigner_Toolbar_BackColorIcon](../../../images/img120149.png) | Background Color | Specifies the background color of the selected elements. | +| ![WPFDesigner_Toolbar_FormattingIcons](../../../images/img120150.png) | Bold, Italic, Underline, Strikeout | Applies/removes bold formatting, italic formatting, underlining and strike through to/from the selected elements. | +| ![WPFDesigner_Toolbar_HorzAlignIcons](../../../images/img120151.png) | Left, Center, Right, Justify | Specifies the horizontal text alignment of the selected elements. | +| ![WPFDesigner_Toolbar_VertAlignIcons](../../../images/img120152.png) | Top, Center, Bottom | Specifies the vertical text alignment of the selected elements. | + + + +## Arrange Commands +These commands allow you to change the order of stacked elements. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_Toolbar_BringToFront](../../../images/img120429.png) | Bring to Front | Brings the selected elements to the front of a group of stacked elements or moves the selected elements one step closer to the front. | +| ![WPFDesigner_Toolbar_SendToBack](../../../images/img120430.png) | Send to Back | Sends the selected elements to the back of a group of stacked elements or moves the selected elements one step toward the back. | + + + +## Editors Commands +Use the following commands to invoke the **Watermak** dialog, **Page Setup** dialog or **Script Editor**. + +| Icon | Command | Description | +|---|---|---| +| ![WPFDesigner_Toolbar_Watermark](../../../images/img120432.png) | Watermark | Invokes the [Watermark dialog](../creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md) that allows you to add a text watermark to a report or turn a picture into a report's background. | +| ![WPFDesigner_Toolbar_PageSetup](../../../images/img120433.png) | Page Setup | Invokes the [Page Setup dialog](../creating-reports/basic-operations/adjust-page-layout-settings.md) that allows you to modify the paper size, orientation and margins. | +| ![WPFDesigner_Toolbar_ScriptEditor](../../../images/img120434.png) | Scripts | Shows or hides the [Script Editor](script-editor.md) that allows you to write code for specific event handlers. | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-bands.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-bands.md similarity index 96% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-bands.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-bands.md index 58568145e1..51ea240748 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-bands.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-bands.md @@ -35,7 +35,7 @@ The following table lists all available band types. ## Band Positions The following image illustrates the relative positions of different band types, and how many times they are rendered in a report. -![EUD_WpfReportDesigner_BandTypes](../../../../images/img123930.png) +![EUD_WpfReportDesigner_BandTypes](../../../images/img123930.png) The **Page Header**, **Page Footer**, **Top Margin** and **Bottom Margin** bands are rendered in the report preview on every page. @@ -50,10 +50,10 @@ The number of times the **Detail** band is rendered in a report depends upon the ## Editing Bands The following image shows the default report layout. It is divided into three basic bands (**Top Margin**, **Detail** and **Bottom Margin** bands) that provide space for placing different [report controls](report-controls.md) on them. -![WPDDesigner_EmptyReport](../../../../images/img122901.png) +![WPDDesigner_EmptyReport](../../../images/img122901.png) To add a new band of a particular type, use the context menu of the report or bands. Right-click a report on the [design surface](../interface-elements/design-surface.md) or in the [Report Explorer](../interface-elements/report-explorer.md), and select a band to be inserted in the report. -![EUD_WpfReportDesigner_CreateBand](../../../../images/img123817.png) +![EUD_WpfReportDesigner_CreateBand](../../../images/img123817.png) For more information on adding and removing bands in the Report Designer, refer to the [Create and Delete Report Elements](../creating-reports/basic-operations/create-and-delete-report-elements.md) document. To learn how to change the band layout, see [Adjust the Layout of Report Elements](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-controls.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-controls.md new file mode 100644 index 0000000000..4a75227708 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-elements/report-controls.md @@ -0,0 +1,35 @@ +--- +title: Report Controls +author: Anna Gubareva +legacyId: 116267 +--- +# Report Controls +In general, _report controls_ allow you to present information of different kinds (e.g., simple or formatted text, pictures, tables, etc.) in your static and [dynamic](../creating-reports/providing-data/binding-report-controls-to-data.md) reports, and to [adjust your report's layout](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md) (by organizing controls within panels, and inserting page breaks at the required positions). + +The following table lists the available controls (in the same order as in the [Toolbox](../interface-elements/control-toolbox.md)). + +| Icon | Description | +|---|---| +| ![icon-large-label-report-controls](../../../images/img22802.png) | The most basic **Label** control is intended to display static or dynamic text or both in your report. In addition, it can be used to [calculate standard summary functions](../creating-reports/shaping-data/calculating-summaries.md) across a data field. | +| ![icon-large-check-box-report-controls](../../../images/img22803.png) | The **Check Box** control is intended to display True/False or Checked/Unchecked/Indeterminate states in a report by displaying (or not) a check mark, which can be accompanied by a text description. | +| ![icon-large-rich-text-report-controls](../../../images/img22804.png) | The **Rich Text** control allows you to display formatted text in your report. It can display static or dynamic text or both. You can also load content to the Rich Text from an external TXT or RTF file (which can contain images). | +| ![icon-large-picture-box-report-controls](../../../images/img22805.png) | The **Picture Box** control is intended to display images of numerous formats in a report. An image can be loaded from an external file, from a [bound data source](../creating-reports/providing-data/binding-a-report-to-data.md), or from a web location using the specified URL. | +| ![icon-large-panel-report-controls](../../../images/img22806.png) | The **Panel** control is a container that frames separate report controls to allow them to be easily moved, copied and pasted, and visually unite them in the [report's preview](../document-preview.md) (with borders or a uniform color background). | +| ![icon-large-table-report-controls](../../../images/img22807.png) | The **Table** control is designed to arrange information in a [tabular layout](../report-types/table-report.md). It may contain any number of **rows** comprised of individual **cells**. Both rows and cells can be selected and customized individually. In most aspects, a cell is similar to a Label, but can also contain other controls (e.g., Picture Box or Rich Text). | +| ![RD_ControlIcon_CellularText](../../../images/img124975.png) | The **Character Comb** control displays text so that each character is printed in an individual cell. | +| ![icon-large-line-report-controls](../../../images/img22808.png) | The **Line** control draws a line of a specified direction, style, width and color. It can be used for both decoration and visual separation of report sections. The Line cannot cross [report bands](report-bands.md), as opposed to the Cross-band Line control. | +| ![icon-large-shape-report-controls](../../../images/img22809.png) | The **Shape** control allows you to embed simple graphic objects into your report. You can choose one of the multiple predefined shapes (e.g., rectangles, ellipses, arrows, polygons, crosses and brackets of various kinds). | +| ![icon-large-bar-code-report-controls](../../../images/img22810.png) | The **Barcode** control transforms its content into a barcode of the specified type. Multiple standard barcode types are supported. | +| ![icon-large-zip-code-report-controls](../../../images/img22811.png) | The **Zip Code** control renders a numeric postal code that is used to identify the mail address in some countries. This control is not related to the Zone Improvement Plan (ZIP) code used by the United States Postal Service. | +| ![icon-large-chart-report-controls](../../../images/img22812.png) | The **Chart** is a sophisticated control used to embed graphs into your report. It graphically represents a series of points using numerous 2D or 3D chart types. A Chart can be populated with points both manually (by specifying arguments and values for each point) and dynamically (by connecting it to the [report's data source](../creating-reports/providing-data/binding-a-report-to-data.md) or binding it to a separate one). See [Chart with Static Series](../report-types/chart-with-static-series.md) and [Chart with Dynamic Series](../report-types/chart-with-dynamic-series.md) for more information. | +| ![icon-large-gauge-report-controls](../../../images/img23177.png) | The **Gauge** control provides you with the capability to embed graphic gauges into your report. | +| ![icon-large-sparkline-report-controls](../../../images/img22813.png) | The **Sparkline** control displays a compact chart that is commonly used to reflect the flow of data for every row in a report. | +| ![icon-large-pivot-grid-report-controls](../../../images/img22814.png) | The **Pivot Grid** control represents dynamic data (obtained from an underlying [data source](../creating-reports/providing-data/binding-a-report-to-data.md)) in a cross-tabulated form to create [cross-tab reports](../report-types/cross-tab-report.md), similar to Pivot Tables in Microsoft Excel®. Column headers display unique values from one data field, and row headers - from another field. Each cell displays a summary for the corresponding row and column values. By specifying different data fields, you can see different totals. This allows you to get a compact layout for a complex data analysis. | +| ![icon-large-subreport-report-controls](../../../images/img22815.png) | The **Subreport** control allows you to include other reports in your current report. To learn more, see [Master-Detail Report (Subreports)](../report-types/master-detail-report-(subreports).md). | +| ![RD_ControlIcon_Table_Of_Contents](../../../images/img22816.png) | The **Table Of Contents** control generates a [table of contents](../creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md) based on [bookmarks](../creating-reports/report-navigation-and-interactivity/add-bookmarks.md) specified for report elements. | +| ![icon-large-page-info-report-controls](../../../images/img22817.png) | The **Page Info** control is intended to [add page numbers and system information to a report](../creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md) (the current date and time or the current user name) into your report. As with many other controls, you can format this control's content. | +| ![icon-large-page-breaki-report-controls](../../../images/img22818.png) | The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. | +| ![icon-large-cross-band-line-report-controls](../../../images/img22819.png) | The **Cross-band Line** control allows you to draw a line through several [report bands](report-bands.md). This can be useful if you need to visually emphasize a section consisting of multiple band areas. In other aspects, it is similar to a regular Line. | +| ![icon-large-cross-band-box-report-controls](../../../images/img22820.png) | The **Cross-band Box** control allows you to draw a rectangle through several [report bands](report-bands.md). This can be useful if you need to visually encompass a section consisting of multiple band areas. | + +To learn how to create report controls and change their layout, refer to [Create and Delete Report Elements](../creating-reports/basic-operations/create-and-delete-report-elements.md) and [Adjust the Layout of Report Elements](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types.md diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md similarity index 85% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md index e9d0f25a00..9d795b16b4 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md @@ -12,37 +12,37 @@ To adjust a Chart with automatically created series, do the following. 1. [Create a new empty report](../creating-reports/basic-operations/create-a-new-report.md). 2. Drop the [Chart](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md). - ![EUD_WpfReportDersigner_Chart_1](../../../../images/img123911.png) + ![EUD_WpfReportDersigner_Chart_1](../../../images/img123911.png) After you drop the Chart, the **Chart Designer** is automatically invoked. At this step, click **Cancel** to close the Designer, it will be used later. 3. To bind the Chart to a data source, right-click it and select **Edit...** in the context menu. Then, in the invoked dialog, expand the **Data Source** drop-down and click **Add New**. - ![EUD_WpfReportDersigner_Chart_2](../../../../images/img123912.png) + ![EUD_WpfReportDersigner_Chart_2](../../../images/img123912.png) The invoked **Data Source Wizard** will guide you through the process of assigning a data source to the Chart. For detailed instructions on the Wizard's steps, refer to [Binding a Report to Data](../creating-reports/providing-data/binding-a-report-to-data.md), as this process is similar. After the data source is created, it is assigned to the Chart's **Data Source** property. Its **Data Member** property defines from which table or view of your data source the Chart obtains its data. - ![EUD_WpfReportDersigner_ChartDyn_3](../../../../images/img123921.png) + ![EUD_WpfReportDersigner_ChartDyn_3](../../../images/img123921.png) > [!NOTE] > Since you have placed a Chart in the Detail band, the report's **Data Source** property should not be set. Otherwise, the Chart will be repeated at the preview as many times as there are records in the data source. > - > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../../images/img123582.png) + > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../images/img123582.png) 4. Once again, right-click the Chart and select **Run Designer...** in the context menu. - ![EUD_WpfReportDersigner_ChartStat_4](../../../../images/img123914.png) + ![EUD_WpfReportDersigner_ChartStat_4](../../../images/img123914.png) 5. When the chart is added to the report, a new static series is created automatically. In the invoked **Chart Designer**, remove this series by clicking the corresponding button. - ![chart-designer-remove-default-series](../../../../images/img126211.png) + ![chart-designer-remove-default-series](../../../images/img126211.png) 6. Then, go to the **Data** tab at the right of the Designer's window. Choose an existing data source in the dedicated drop-down list and drag-and-drop the required data fields to the corresponding cells. The **Series** cell specifies the data field, which should provide data for the series names, so that a new series is created for each record in that data field. Use the **Argument** and **Value** cells to define from where data for point arguments and values is obtained. - ![chart-designer-auto-created-series](../../../../images/img126212.png) + ![chart-designer-auto-created-series](../../../images/img126212.png) 7. Switch to the **Properties** tab and expand the **Series Template** option. As you can see, the **Argument Data Member** and **Value Data Members** properties have been automatically assigned to the corresponding data fields. Make sure that the **Argument Scale Type** and **Value Scale Type** properties are set to appropriate values. - ![chart-designer-auto-created-series-properties](../../../../images/img126213.png) + ![chart-designer-auto-created-series-properties](../../../images/img126213.png) 8. At this point, the chart's data options are completely defined, so in this step, certain additional customization capabilities are described. * **Adjust the Series Name Template** @@ -55,4 +55,4 @@ To adjust a Chart with automatically created series, do the following. The chart is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. -![EUD_WpfReportDersigner_ChartDyn_Result](../../../../images/img123926.png) \ No newline at end of file +![EUD_WpfReportDersigner_ChartDyn_Result](../../../images/img123926.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md index 464d14949e..4b186cfb55 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md @@ -12,39 +12,39 @@ To adjust a Chart by manually creating its series, do the following. 1. [Create a new blank report](../creating-reports/basic-operations/create-a-new-report.md). 2. Drop the [Chart](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md). - ![EUD_WpfReportDersigner_Chart_1](../../../../images/img123911.png) + ![EUD_WpfReportDersigner_Chart_1](../../../images/img123911.png) After you drop the Chart, the **Chart Designer** is automatically invoked. At this step, click **Cancel** to close the Designer, it will be used later. 3. To bind the Chart to a data source, right-click it and select **Edit...** in the context menu. Then, in the invoked dialog, expand the **Data Source** drop-down and click **Add New**. - ![EUD_WpfReportDersigner_Chart_2](../../../../images/img123912.png) + ![EUD_WpfReportDersigner_Chart_2](../../../images/img123912.png) The invoked **Data Source Wizard** will guide you through the process of assigning a data source to the Chart. For detailed instructions on the Wizard's steps, refer to [Binding a Report to Data](../creating-reports/providing-data/binding-a-report-to-data.md), as this process is similar. After the data source is created, it is assigned to the Chart's **Data Source** property. Its **Data Member** property defines from which table or view of your data source the Chart obtains its data. - ![EUD_WpfReportDersigner_Chart_3](../../../../images/img123913.png) + ![EUD_WpfReportDersigner_Chart_3](../../../images/img123913.png) > [!NOTE] > Since you have placed the Chart in the Detail band, the report's **Data Source** property should not be set. Otherwise, the Chart will be repeated at the preview as many times as there are records in the data source. > - > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../../images/img123582.png) + > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../images/img123582.png) 4. Once again, right-click the Chart and select **Run Designer...** in the context menu. - ![EUD_WpfReportDersigner_ChartStat_4](../../../../images/img123914.png) + ![EUD_WpfReportDersigner_ChartStat_4](../../../images/img123914.png) 5. The invoked **Chart Designer** already contains one series of the **Bar** view type. To populate the series with points, select it in the tree and switch to the **Data** tab at the right of the designer's window. Choose an existing data source in the dedicated drop-down list. Then, drag-and-drop the required data fields to the **Argument** and **Value** cells to define the coordinates for series points. - ![chart-designer-series-argument-value](../../../../images/img126208.png) + ![chart-designer-series-argument-value](../../../images/img126208.png) 6. Go to the **Properties** tab to see that the **Argument Data Member** and **Value Data Members** settings are automatically assigned to the corresponding fields. In addition, you can filter the series data. To do this, click the ellipsis button for the **Data Filters** property, and in the invoked dialog, create and adjust the filtering criteria. - ![chart-designer-series-data-filter](../../../../images/img126209.png) + ![chart-designer-series-data-filter](../../../images/img126209.png) To save the changes and quit the dialog, click **Close.** 7. Create one more series with the same settings, but select the **Point** view type. To do this, locate the **Series** element in the chart elements tree and click the plus button. In the invoked list of series types, select the required type. - ![chart-designer-add-points-series](../../../../images/img126210.png) + ![chart-designer-add-points-series](../../../images/img126210.png) 8. Finally, to improve your Chart's appearance, you can make the following adjustments. * Remove the Chart's legend as it shows the same data for both series. To do this, select the Legend in the chart elements tree, and in the **Options** tab, set the **Visibility** property to **No**. * The point labels for **Series 1** are unnecessary, so select the **Label** node under this series and disable the **Labels Visibility** check box. @@ -54,4 +54,4 @@ To adjust a Chart by manually creating its series, do the following. The chart is now ready. Switch to the [Print Preview](../document-preview.md) and view the result. -![EUD_WpfReportDersigner_ChartStat_Result](../../../../images/img123917.png) \ No newline at end of file +![EUD_WpfReportDersigner_ChartStat_Result](../../../images/img123917.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md new file mode 100644 index 0000000000..4876a5bd38 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md @@ -0,0 +1,67 @@ +--- +title: Cross-Tab Report +author: Anna Gubareva +legacyId: 116209 +--- +# Cross-Tab Report +This tutorial describes the steps needed to create a _cross-tab report_ using the [Pivot Grid](../report-elements/report-controls.md) control. This feature should not be confused with the [master-detail report](master-detail-report.md) or [table report](table-report.md). Additionally, the document demonstrates how to visualize data displayed in the Pivot Grid by linking it with the [Chart](../report-elements/report-controls.md) control. + +## Create a Cross-Tab Report +To create a cross-tab report, do the following. +1. [Create a new empty report](../creating-reports/basic-operations/create-a-new-report.md). +2. Drop the [Pivot Grid](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md). + + ![EUD_WpfReportDesigner_CrossTabReport_1](../../../images/img123579.png) +3. To bind the Pivot Grid to a data source, right-click it and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. + + ![EUD_WpfReportDesigner_CrossTabReport_2](../../../images/img123580.png) +4. The invoked **Data Source Wizard** will guide you through the process of assigning a data source to the grid. For detailed instructions on the Wizard's steps, refer to [Binding a Report to Data](../creating-reports/providing-data/binding-a-report-to-data.md), as this process is similar. + + After the data source is created, it is assigned to the pivot grid's **Data Source** property. Its **Data Member** property defines from which table or view of the data source the grid obtains its data. + + ![EUD_WpfReportDesigner_CrossTabReport_3](../../../images/img123581.png) + + > [!NOTE] + > Since you have placed a Pivot Grid in the Detail band, the report's **Data Source** property should not be set. Otherwise, the Pivot Grid will be repeated at the preview as many times as there are records in the data source. + > + > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../images/img123582.png) +5. Once again, right-click the Pivot Grid and select **Run Designer...** in the invoked context menu. + + ![EUD_WpfReportDesigner_CrossTabReport_5](../../../images/img123583.png) +6. In the invoked **PivotGrid Designer**, click **Retrieve Fields**. + + ![EUD_WpfReportDesigner_CrossTabReport_6](../../../images/img123584.png) +7. Then, switch to the **Layout** section in the navigation bar on the left. + + Drag and drop the required fields to the **Row Fields**, **Column Fields** and **Data Items** areas. + + ![EUD_WpfReportDesigner_CrossTabReport_7](../../../images/img123585.png) + + Click **Apply** and close the editor. +8. In the last step, you can set your report's **Vertical Content Splitting** option to **Smart**. This will split the grid's columns precisely by their borders in the Print Preview. + + ![EUD_WpfReportDesigner_CrossTabReport_8](../../../images/img123587.png) + +The cross-tab report is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. + +![EUD_WpfReportDesigner_CrossTabReport_Result](../../../images/img123586.png) + +## Integrate with a Chart Control +The next step is to visualize data displayed in the Pivot Grid using a Chart control. To accomplish this, perform the following steps. +1. Drop the [Chart](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md) below the Pivot Grid. After you drop the Chart, the **Chart Designer** is automatically invoked. +2. In the Designer, remove an already existing series by clicking the corresponding button. + + ![chart-designer-remove-default-series](../../../images/img126211.png) +3. Then, go to the **Data** tab at the right of the Designer's window and choose the Pivot Grid in the dedicated drop-down list. + + ![chart-designer-data-tab-select-pivot-grid](../../../images/img126215.png) +4. After this, all the Chart's binding and layout settings are automatically adjusted. Make sure that **Series**, **Argument** and **Value** cells have been automatically filled with the corresponding fields. Note, values for these fields are generated based on the Pivot Grid's columns, rows and data items, respectively. + + ![chart-designer-pivot-grid-source-auto-created-series](../../../images/img126216.png) +5. To avoid the overlapping of series labels, select the auto-generated series in the chart elements tree, and in the **Options** tab, disable the **Labels Visibility** check box. + + ![chart-designer-auto-created-series-labels-visibility](../../../images/img126217.png) +6. If required, you can customize various settings that determine the common behavior for a bridged Chart and Pivot Grid pair. To do this, use the Chart's **Pivot Grid Data Source Options** property. This property, in turn, is linked to the **Options Chart Data Source** property of the associated Pivot Grid. +7. Finally, reset the report's **Vertical Content Splitting** option and switch to the [Preview Tab](../document-preview.md) to see the result. + + ![EUD_WpfReportDesigner_PivotCharting_Result](../../../images/img125324.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/label-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/label-report.md new file mode 100644 index 0000000000..66941e9c6d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/label-report.md @@ -0,0 +1,22 @@ +--- +title: Label Report +author: Anna Gubareva +legacyId: 116203 +--- +# Label Report +This tutorial describes the steps required to create a label report containing employee badges. + +To accomplish this task, do the following. +1. Click the **New** button on the [Toolbar](../interface-elements/toolbar.md) or the plus button next to the report tab headers to [create a new report](../creating-reports/basic-operations/create-a-new-report.md). +2. The invoked [Report Wizard](../report-wizard.md) will guide you through the process of creating a label report. For detailed instructions on wizard steps, refer to [Label Report](../report-wizard/label-report.md). +3. After performing the above steps you will see that the report's Detail band is divided into three different areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. + + ![EUD_WpfReportDersigner_LabelReport_1](../../../images/img123515.png) +4. [Bind a report to a data source](../creating-reports/providing-data/binding-a-report-to-data.md) containing information about employees. +5. Then, drop the required fields from the [Field List](../interface-elements/field-list.md) onto the available Detail band's area, and adjust the layout. + + ![EUD_WpfReportDersigner_LabelReport_2](../../../images/img123516.png) + +The label report is now ready. Switch your report to the [Print Preview](../document-preview.md) tab and view the result. + +![EUD_WpfReportDersigner_LabelReport_Result](../../../images/img123517.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md index e63697c771..8c6edc4787 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md @@ -21,26 +21,26 @@ This section of the tutorial describes how to provide an SQL data source with a To add a master-detail relation to an SQL data source, do the following. 1. Add a detail table to the report data source. To do this, right-click the data source in the [Report Explorer](../interface-elements/report-explorer.md), and select **Manage Queries...** in the invoked context menu. - ![EUD_WpfReportDersigner_MasterDetail_1](../../../../images/img123522.png) + ![EUD_WpfReportDersigner_MasterDetail_1](../../../images/img123522.png) 2. In the invoked **Manage Queries** dialog, click **Add**. - ![EUD_WpfReportDersigner_MasterDetail_2](../../../../images/img123523.png) + ![EUD_WpfReportDersigner_MasterDetail_2](../../../images/img123523.png) 3. Then, in the invoked **Data Source Wizard**, click **Run Query Builder...**. - ![EUD_WpfReportDersigner_MasterDetail_3](../../../../images/img123524.png) + ![EUD_WpfReportDersigner_MasterDetail_3](../../../images/img123524.png) 4. Add the detail table to the query and click **OK**. - ![WPDDesigner_QueryBuilder_AddTable](../../../../images/img122117.png) + ![WPDDesigner_QueryBuilder_AddTable](../../../images/img122117.png) 5. Click **Finish** to exit the **Data Source Wizard**. Then, click **OK** to exit the **Manage Queries** dialog. 6. Next, specify the relation between the data source tables. To do this, right-click the data source in the **Report Explorer**, and select **Manage Relations...** in the invoked context menu. - ![EUD_WpfReportDersigner_MasterDetail_4](../../../../images/img123525.png) + ![EUD_WpfReportDersigner_MasterDetail_4](../../../images/img123525.png) 7. In the invoked **Master-Detail Relation Editor**, click the plus button next to the master query to add a new relation. Specify a relation condition as shown in the following image and click **OK** to exit the dialog. - ![EUD_WpfReportDersigner_MasterDetail_5](../../../../images/img123526.png) + ![EUD_WpfReportDersigner_MasterDetail_5](../../../images/img123526.png) 8. The **Field List** will be updated to reflect the added relation. - ![EUD_WpfReportDersigner_MasterDetail_6](../../../../images/img123527.png) + ![EUD_WpfReportDersigner_MasterDetail_6](../../../images/img123527.png) @@ -48,22 +48,22 @@ To add a master-detail relation to an SQL data source, do the following. To create the layout of a master-detail report, do the following. 1. Allocate parts of a master report on the report's Detail band. - ![EUD_WpfReportDersigner_MasterDetail_Master](../../../../images/img123528.png) + ![EUD_WpfReportDersigner_MasterDetail_Master](../../../images/img123528.png) ­ For the master report to be generated properly, the report's **Data Member** should be set to the master query. If you added the master query first, this property is set to the required value automatically. Otherwise, you should manually specify the data member (for instance, in the [Properties Panel](../interface-elements/properties-panel.md)). 2. To add a detail report band, right-click anywhere on the report's surface, and in the invoked context menu, select **Insert Detail Report**. When the report's data source contains a data relationship, it is displayed in the context menu. - ![EUD_WpfReportDersigner_MasterDetail_7](../../../../images/img123529.png) + ![EUD_WpfReportDersigner_MasterDetail_7](../../../images/img123529.png) 3. Then, drop the required data fields from the Field List onto the Detail Report band. Note that you should drop items from the _relation node_ (in this example it is the **CategoriesProducts** section) for the detail report to be generated correctly. - ![EUD_WpfReportDersigner_MasterDetail_8](../../../../images/img123531.png) + ![EUD_WpfReportDersigner_MasterDetail_8](../../../images/img123531.png) ## View the Result The master-detail report is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. -![EUD_WpfReportDersigner_MasterDetail_Result](../../../../images/img123532.png) \ No newline at end of file +![EUD_WpfReportDersigner_MasterDetail_Result](../../../images/img123532.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md similarity index 76% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md index c2196d75de..694ba04243 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md @@ -18,10 +18,10 @@ To create a master-detail report using the subreport controls, do the following. 1. [Create a new report](../creating-reports/basic-operations/create-a-new-report.md) and [bind it to a data source](../creating-reports/providing-data/binding-a-report-to-data.md). This report will be used as the master report. 2. Drop the required fields from the [Field List](../interface-elements/field-list.md) panel onto the [Detail band](../report-elements/report-bands.md). In this example, the following report layout is used. - ![EUD_WpfReportDersigner_MasterDetail_Master](../../../../images/img123528.png) + ![EUD_WpfReportDersigner_MasterDetail_Master](../../../images/img123528.png) 3. Drag the [Subreport](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) and drop it onto the Detail band. - ![EUD_WpfReportDesigner_MasterDetail_Subreport1](../../../../images/img123549.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport1](../../../images/img123549.png) @@ -29,37 +29,37 @@ To create a master-detail report using the subreport controls, do the following. 1. Next, [add one more blank report](../report-wizard/empty-report.md) and [bind it to the same data source](../creating-reports/providing-data/binding-a-report-to-data.md). It will be used as a detail report. 2. Drop the required fields from the Field List panel onto the Detail band. This tutorial uses the following layout for the detail report. - ![EUD_WpfReportDesigner_MasterDetail_Subreport2](../../../../images/img123550.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport2](../../../images/img123550.png) 3. To add a parameter to the report, right-click the **Parameters** section in the **Field List** and choose **Add Parameter** in the invoked context menu. - ![EUD_WpfReportDesigner_MasterDetail_Subreport3](../../../../images/img123551.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport3](../../../images/img123551.png) 4. In the invoked **Add New Parameter** dialog, specify its options as shown in the image below. - ![EUD_WpfReportDesigner_MasterDetail_Subreport3a](../../../../images/img124070.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport3a](../../../images/img124070.png) 5. Select **Edit...** in the report's context menu. Then, in the **Edit** dialog, click the ellipsis button for the **Filter String** property. In the invoked **Filter String Editor**, construct an expression where the **Category ID** data field is compared to the **CatID** parameter. To access the parameter, click the icon on the right until it turns into a question mark. - ![EUD_WpfReportDesigner_MasterDetail_Subreport4](../../../../images/img123552.png) -6. To save the detail report, click the **Save As** ![WPFDesigner_Toolbar_SaveAsIcon](../../../../images/img120138.png) button in the [Toolbar](../interface-elements/toolbar.md). Then, in the invoked standard **Save** dialog, specify the folder and file name. + ![EUD_WpfReportDesigner_MasterDetail_Subreport4](../../../images/img123552.png) +6. To save the detail report, click the **Save As** ![WPFDesigner_Toolbar_SaveAsIcon](../../../images/img120138.png) button in the [Toolbar](../interface-elements/toolbar.md). Then, in the invoked standard **Save** dialog, specify the folder and file name. ## Embed the Subreport 1. Next, switch back to the master report. Right-click the subreport and select **Edit...** in the invoked context menu. In the **Edit** dialog, click the ellipsis button for the **Report Source URL** property and select the previously saved detail report. - ![EUD_WpfReportDesigner_MasterDetail_Subreport5](../../../../images/img123553.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport5](../../../images/img123553.png) 2. Then, bind the subreport's **CatID** parameter used as a filtering criterion to the master report's **CategoryID** data field, which will serve as a source of the parameter value. To do this, select **Edit Parameter Bindings...** in the subreport's context menu. - ![EUD_WpfReportDesigner_MasterDetail_Subreport6](../../../../images/img123554.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport6](../../../images/img123554.png) This will invoke the **Parameter Binding Collection Editor**. Click **Add** to add new binding. In the binding properties list, specify the data field to which you want to bind a subreport parameter and the name of the parameter that you want to bind. - ![EUD_WpfReportDesigner_MasterDetail_Subreport7](../../../../images/img123555.png) + ![EUD_WpfReportDesigner_MasterDetail_Subreport7](../../../images/img123555.png) ## Get the Result The master-detail report is now ready to be generated. You can view the result by switching to the [Print Preview](../document-preview.md) tab. -![EUD_WpfReportDersigner_MasterDetail_Result](../../../../images/img123532.png) \ No newline at end of file +![EUD_WpfReportDersigner_MasterDetail_Result](../../../images/img123532.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report.md similarity index 93% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report.md index a3cd0e1808..21a6b80d80 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/master-detail-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/master-detail-report.md @@ -6,7 +6,7 @@ legacyId: 116205 # Master-Detail Report A report is usually called _Master-Detail_ if it is used to display data from a hierarchical data source. -![eud-subreports-10](../../../../images/img120292.png) +![eud-subreports-10](../../../images/img120292.png) There are two main approaches for creating a master-detail report. The first approach is based on using the Detail Report band. The second approach is to create two different reports and incorporate the detail report into the master report as a subreport. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/multi-column-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/multi-column-report.md similarity index 81% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/multi-column-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/multi-column-report.md index d23a2954c6..e034cbba3d 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/multi-column-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/multi-column-report.md @@ -11,16 +11,16 @@ To demonstrate the multi-column feature, use a report with grouping, similar to Set the required **Mode**, which determines whether the number of columns is manually specified or if it depends on the fixed column width. - ![EUD_WpfReportDersigner_MultiColumn_1](../../../../images/img123506.png) + ![EUD_WpfReportDersigner_MultiColumn_1](../../../images/img123506.png) 2. Then, if you've chosen to **Use Column Count**, set the **Column Count** to **2**, and **Column Spacing** to **10**. The **Layout** property determines the order in which records of the same group are processed. - ![EUD_WpfReportDersigner_MultiColumn_2](../../../../images/img123507.png) + ![EUD_WpfReportDersigner_MultiColumn_2](../../../images/img123507.png) 3. Now, on the Detail band's surface, a gray area appears, delimiting the available column's width. Adjust the control width, so that they fit within the effective borders. - ![EUD_WpfReportDersigner_MultiColumn_3](../../../../images/img123508.png) + ![EUD_WpfReportDersigner_MultiColumn_3](../../../images/img123508.png) The multi-column report is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. -![EUD_WpfReportDersigner_MultiColumn_Result](../../../../images/img123509.png) \ No newline at end of file +![EUD_WpfReportDersigner_MultiColumn_Result](../../../images/img123509.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/parametrized-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/parametrized-report.md similarity index 86% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/parametrized-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/parametrized-report.md index 289e87c411..002bc2011f 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/parametrized-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/parametrized-report.md @@ -10,22 +10,22 @@ To create report parameters, follow the steps below. 1. [Create a new report](../creating-reports/basic-operations/create-a-new-report.md) and bind it to a data source. 2. In the [Field List](../interface-elements/field-list.md) panel, right-click the **Parameters** section and in the invoked menu, click **Add Parameter**. - ![EUD_WpfReportDesigner_Parametrized_1](../../../../images/img123797.png) + ![EUD_WpfReportDesigner_Parametrized_1](../../../images/img123797.png) 3. In the invoked **Add New Parameter** dialog, set the created parameter's **Name** and **Description** properties and make sure to set its **Type** to an appropriate value. To display this parameter in the [Print Preview](../document-preview.md), enable the **Show in the parameters panel** option. - ![EUD_WpfReportDesigner_Parametrized_2](../../../../images/img123798.png) + ![EUD_WpfReportDesigner_Parametrized_2](../../../images/img123798.png) 4. To assign a list of values to this report parameter, enable the **Supports the collection of standard values** option. In the **Dynamic values** tab, you can specify a parameter's data source, data member, value member and display member. The value member defines a data field that provides values to the parameter. The display member defines a data field that provides display names for parameter values, i.e., how these values appear in the user interface available in a [Print Preview](../document-preview.md). In the **Static values** tab, you can manually fill the list of parameter values. Each parameter value has an individual description specifying how this value appears in the [Parameters Panel](../document-preview/parameters-panel.md). - ![EUD_WpfReportDesigner_Parametrized_3](../../../../images/img123800.png) + ![EUD_WpfReportDesigner_Parametrized_3](../../../images/img123800.png) 5. Then, repeat the previous steps to create the second parameter, so that every time your report is previewed, you will be asked to specify two dates. 6. Next, use parameters to filter your report's data. Select report, and in the [Properties Panel](../interface-elements/properties-panel.md), click the ellipsis button for the **Filter String** property. Then, in the invoked **Filter String Editor**, construct an expression where a data field is compared with the created parameters. To access parameters, click the icon on the right until it turns into a question mark. - ![EUD_WpfReportDesigner_Parametrized_4](../../../../images/img123801.png) + ![EUD_WpfReportDesigner_Parametrized_4](../../../images/img123801.png) The Parametrized report is now ready. Switch to the [Print Preview](../document-preview.md) tab, define the required values in the **Parameters** panel and click **Submit**. -![EUD_WpfReportDesigner_Parametrized_Result](../../../../images/img123802.png) \ No newline at end of file +![EUD_WpfReportDesigner_Parametrized_Result](../../../images/img123802.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md similarity index 76% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md index ae54fd693e..da32a54103 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md @@ -6,7 +6,7 @@ author: Sergey Andreev This tutorial describes how to add PDF content to a report. -![pdfcontentdemo-result](../../../../images/eurd-pdfcontentdemo-result.png) +![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result.png) > [!TIP] > The [Master-Detail Report (Subreports)](master-detail-report-(subreports).md) topic describes another way to create a report that merges different documents. @@ -15,11 +15,11 @@ This tutorial describes how to add PDF content to a report. Create a report that should include PDF content. -![initial-report](../../../../images/eurd-wpf-pdfcontentdemo-initial-report.png) +![initial-report](../../../images/eurd-wpf-pdfcontentdemo-initial-report.png) In this tutorial, the report shows a purchase order. A **Detail Report** band displays order details and customer information. An inner **Detail Report** band lists products included in an order. -![initial-report](../../../../images/eurd-pdfcontentdemo-initial-preview.png) +![initial-report](../../../images/eurd-pdfcontentdemo-initial-preview.png) ## Add PDF Content @@ -27,15 +27,15 @@ Add a PDF document for each product listed in an order. 1. Add a **Detail Report** band at the location where you want to place PDF content. As PDF content is rendered on separate pages, the report from this tutorial includes this band at the bottom. Bind the new band to the same data member as in the [Create a Report Layout](#create-a-report-layout) section above. - ![add-detail-report-for-pdf](../../../../images/eurd-wpf-pdfcontentdemo-add-detail-report-for-pdf.png) + ![add-detail-report-for-pdf](../../../images/eurd-wpf-pdfcontentdemo-add-detail-report-for-pdf.png) 1. Drop the **PDF Content** item from the **Toolbox** onto the added band. - ![drop-xrpdfcontent](../../../../images/eurd-wpf-pdfcontentdemo-drop-xrpdfcontent.png) + ![drop-xrpdfcontent](../../../images/eurd-wpf-pdfcontentdemo-drop-xrpdfcontent.png) 1. Bind the dropped control to the source of PDF data. Expand the control's smart tag and click the **Expression** property's ellipsis button below the **Source** property. In the invoked **Expression Editor**, select the data source field that stores PDF documents and click **OK**. - ![bind-to-pdf-source](../../../../images/eurd-wpf-pdfcontentdemo-bind-to-pdf-source.png) + ![bind-to-pdf-source](../../../images/eurd-wpf-pdfcontentdemo-bind-to-pdf-source.png) > [!TIP] > Other options are available to bind the **PDF Content** control to PDF data: @@ -46,4 +46,4 @@ Add a PDF document for each product listed in an order. The report is ready and can be viewed in the **Preview** tab. Each PDF document is printed on a separate page and uses its own page settings. -![pdfcontentdemo-result](../../../../images/eurd-pdfcontentdemo-result2.png) \ No newline at end of file +![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result2.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/static-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/static-report.md similarity index 80% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/static-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/static-report.md index bfc6ddff12..f52a6349d1 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/static-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/static-report.md @@ -10,18 +10,18 @@ To create a static report, do the following. 1. [Create a new report](../creating-reports/basic-operations/create-a-new-report.md). 2. Drop the [Rich Text](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the [Detail band](../report-elements/report-bands.md). - ![EUD_WpfReportDesigner_StaticReport_1](../../../../images/img123945.png) + ![EUD_WpfReportDesigner_StaticReport_1](../../../images/img123945.png) 3. Right-click the created control and select **Load File...** in the invoked context menu. - ![EUD_WpfReportDesigner_StaticReport_2](../../../../images/img123946.png) + ![EUD_WpfReportDesigner_StaticReport_2](../../../images/img123946.png) 4. In the invoked dialog, use the drop-down list to define the file's extension (**.rtf**, **.docx**, **.txt**, **.htm** or **.html**), select the file, and click **Open**. 5. Select the report, and in the [Properties Panel](../interface-elements/properties-panel.md), expand the **Report Print Options** property. Make sure that the **Print when Data Source is Empty** option is enabled, i.e., the report is allowed to be printed when it has no data source. To repeat the created report 20 times, set the **Detail Count when Data Source is Empty** property to **20**. - ![EUD_WpfReportDesigner_StaticReport_3](../../../../images/img123947.png) + ![EUD_WpfReportDesigner_StaticReport_3](../../../images/img123947.png) 6. To print the report content on separate pages, set the band's **Page Break** property to **After the Band**. - ![EUD_WpfReportDesigner_StaticReport_4](../../../../images/img123948.png) + ![EUD_WpfReportDesigner_StaticReport_4](../../../images/img123948.png) The static report is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. -![EUD_WpfReportDesigner_StaticReport_Result](../../../../images/img123949.png) \ No newline at end of file +![EUD_WpfReportDesigner_StaticReport_Result](../../../images/img123949.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/table-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/table-report.md new file mode 100644 index 0000000000..27cfc5fd5d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-types/table-report.md @@ -0,0 +1,30 @@ +--- +title: Table Report +author: Anna Gubareva +legacyId: 116202 +--- +# Table Report +This tutorial describes how to create a _table report_, which means that the report's data is arranged into a table-like layout. This feature should not be confused with the [master-detail report](master-detail-report.md) or [cross-tab report](cross-tab-report.md). + +To create a table report, follow the steps below. +1. [Create a new report](../creating-reports/basic-operations/create-a-new-report.md) and [bind it to a data source](../creating-reports/providing-data/binding-a-report-to-data.md). +2. To add a [Page Header](../report-elements/report-bands.md) to the report, right-click on the report's surface, and in the invoked context menu, select **Insert Band** and then **Page Header**. + + ![EUD_WpfReportDersigner_TableReport_1](../../../images/img123471.png) +3. Next, add two [Table](../report-elements/report-controls.md) controls to the report's Page Header and Detail band. + + To do this, drag the Table control from the [Toolbox](../interface-elements/control-toolbox.md) and drop it onto the Page Header Band. Then, add a table to the Detail band in the same way. + + ![EUD_WpfReportDersigner_TableReport_2](../../../images/img123472.png) + + One table will be used as a header, and the other one - for the report's detail information. +4. Type the headers into the upper table's cells. Then, bind the corresponding cells in the detail section to the appropriate data fields by expanding the **Data Bindings** option and setting the **Text** property. + + ![EUD_WpfReportDersigner_TableReport_3](../../../images/img123473.png) +5. Finally, you can customize various properties of the tables to improve their appearance. For example, in the [Properties Panel](../interface-elements/properties-panel.md), you can define the **Borders** property, as well as the **Background Color** property. To customize cell text options, specify the **Font** property. + + A noteworthy feature is the capability to specify [odd and even styles](../creating-reports/appearance-customization/use-odd-and-even-styles.md) for the detail table. + +The table report is now ready. Switch to the [Print Preview](../document-preview.md) tab, and view the result. + +![EUD_WpfReportDersigner_TableReport_Result](../../../images/img123474.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard.md new file mode 100644 index 0000000000..a2aa761e25 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard.md @@ -0,0 +1,20 @@ +--- +title: Report Wizard +author: Anna Gubareva +legacyId: 116225 +--- +# Report Wizard +The Report Wizard is a powerful tool that allows you to easily create reports based on built-in templates. It is automatically invoked when [adding a new report](creating-reports/basic-operations/create-a-new-report.md) in the [Report Designer](../report-designer-for-wpf.md). + +![WPDDesigner_ReportWizard](../../images/img121983.png) + +The Report Wizard provides three different ways to setup your report. +* [Empty Report](report-wizard/empty-report.md) + + Choose this option to create a new blank report that is not bound to data and doesn't contain any report controls. +* [Data-bound Report](report-wizard/data-bound-report.md) + + This option allows you to easily create a report bound to a desired data source (database, Entity Framework, object data source or excel data source) and generate its layout from scratch. While setting up the report, you can group and sort data, add totals, apply one of the predefined report style, etc. +* [Label Report](report-wizard/label-report.md) + + Select this report type if you need to print out labels. In the Label Report Wizard, choose a required paper supplier and label type, and the report will be adjusted automatically. After completing the wizard, you get an empty report that clearly indicates label boundaries and properly positions labels within paper sheets. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md similarity index 90% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md index f32b5ede2c..fdb4c16632 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md @@ -6,7 +6,7 @@ legacyId: 116223 # Data-bound Report The **Report Wizard** allows you to create three kinds of reports : [empty reports](empty-report.md), **data-bound reports** and [label reports](label-report.md). To create a data-bound report and generate its layout, select **Databound Report**. -![WPDDesigner_ReportWizard_Databound](../../../../images/img121983.png) +![WPDDesigner_ReportWizard_Databound](../../../images/img121983.png) Click **Next** to proceed to the next wizard page: [Select the Data Source Type](data-bound-report/select-the-data-source-type.md). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md index fabdcb9ea7..4047895d58 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md @@ -1,23 +1,23 @@ ---- -title: Add Groping Levels -author: Anna Gubareva -legacyId: 116233 ---- -# Add Groping Levels -This wizard page allows you to group data in a report. If you don't need to group your data, click **Next** to skip this step. - -![WPDDesigner_ReportWizard_AddGroupingLevels](../../../../../images/img122888.png) - -Nested grouping and grouping against multiple fields are fully supported. The following image illustrates all basic grouping types. - -![Reports-GroupingConcept](../../../../../images/img9139.png) - -The list on the left-hand side displays data fields that can be used to group data. To apply grouping, select the required field and click the right arrow button. To group data against multiple columns, use the ![WPDDesigner_ReportWizard_MultiGroupButton](../../../../../images/img122897.png) button. - -To remove a grouping field, select it in the list on the right-hand side and click the left arrow button. You can also change the order of grouping fields using the up and down arrow buttons. - -You can stop the wizard on this step by clicking **Finish**. In this case, the report will look similar to the one in the image below. - -![ReportWizard_AddGrouping_Result](../../../../../images/img122015.png) - +--- +title: Add Groping Levels +author: Anna Gubareva +legacyId: 116233 +--- +# Add Groping Levels +This wizard page allows you to group data in a report. If you don't need to group your data, click **Next** to skip this step. + +![WPDDesigner_ReportWizard_AddGroupingLevels](../../../../images/img122888.png) + +Nested grouping and grouping against multiple fields are fully supported. The following image illustrates all basic grouping types. + +![Reports-GroupingConcept](../../../../images/img9139.png) + +The list on the left-hand side displays data fields that can be used to group data. To apply grouping, select the required field and click the right arrow button. To group data against multiple columns, use the ![WPDDesigner_ReportWizard_MultiGroupButton](../../../../images/img122897.png) button. + +To remove a grouping field, select it in the list on the right-hand side and click the left arrow button. You can also change the order of grouping fields using the up and down arrow buttons. + +You can stop the wizard on this step by clicking **Finish**. In this case, the report will look similar to the one in the image below. + +![ReportWizard_AddGrouping_Result](../../../../images/img122015.png) + If you want to customize your report further, click **Next**. If data grouping has been applied on this page, proceed to the [Specify Summary Options](specify-summary-options.md) page. If you haven't grouped your data, skip the Summaries step and go to the [Choose a Report Layout](choose-a-report-layout.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md similarity index 83% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md index 25152632ee..f884548ad7 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md @@ -1,19 +1,19 @@ ---- -title: Choose a Report Layout -author: Anna Gubareva -legacyId: 116235 ---- -# Choose a Report Layout -This page allows you to specify the layout of elements in your report. If you haven't applied data grouping, you can specify how data field values are arranged - into a table, one under another, etc. If report data is grouped, you can choose one of the available indentation styles for nested elements. - -Additionally, this page allows you to specify the page orientation for your report. - -The following options are available if data grouping has been applied. - -![WPDDesigner_ReportWizard_ReportLayout](../../../../../images/img122891.png) - -If data hasn't been grouped, you will see the following report layout options. - -![WPDDesigner_ReportWizard_ReportLayout2](../../../../../images/img122892.png) - +--- +title: Choose a Report Layout +author: Anna Gubareva +legacyId: 116235 +--- +# Choose a Report Layout +This page allows you to specify the layout of elements in your report. If you haven't applied data grouping, you can specify how data field values are arranged - into a table, one under another, etc. If report data is grouped, you can choose one of the available indentation styles for nested elements. + +Additionally, this page allows you to specify the page orientation for your report. + +The following options are available if data grouping has been applied. + +![WPDDesigner_ReportWizard_ReportLayout](../../../../images/img122891.png) + +If data hasn't been grouped, you will see the following report layout options. + +![WPDDesigner_ReportWizard_ReportLayout2](../../../../images/img122892.png) + You can stop the wizard at this step by clicking **Finish**. If you want to customize your report further, click **Next** to proceed to the next wizard page: [Choose a Report Style](choose-a-report-style.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md similarity index 82% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md index b0784a0c93..3cc06fbe28 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md @@ -1,11 +1,11 @@ ---- -title: Choose a Report Style -author: Anna Gubareva -legacyId: 116236 ---- -# Choose a Report Style -On this wizard page, you can specify one of the predefined visual styles for the report. - -![WPDDesigner_ReportWizard_ReportStyle](../../../../../images/img122893.png) - +--- +title: Choose a Report Style +author: Anna Gubareva +legacyId: 116236 +--- +# Choose a Report Style +On this wizard page, you can specify one of the predefined visual styles for the report. + +![WPDDesigner_ReportWizard_ReportStyle](../../../../images/img122893.png) + You can stop the wizard at this step by clicking **Finish**. If you want to customize your report further, click **Next** to proceed to the next wizard page: [Enter the Report Title](enter-the-report-title.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md similarity index 85% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md index 8bdfdd1dd0..4788d657f2 100644 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md @@ -1,19 +1,19 @@ ---- -title: Choose Columns to Display in a Report -author: Anna Gubareva -legacyId: 116232 ---- -# Choose Columns to Display in a Report -This wizard page allows you to select fields (attributes) whose data will be displayed in a report. - -The list on the left-hand side shows all available fields (attributes). To select the required fields to be displayed in the report, move them to the right-hand side. Use the dedicated arrow buttons to move fields back and forth. - -![WPDDesigner_ReportWizard_ChooseColumns](../../../../../images/img121988.png) - -The selected fields and corresponding captions will be automatically added to your report and arranged one under another. - -You can stop the wizard at this step by clicking **Finish**. In this case, the report will look similar to the image below. - -![ReportWizard_ChooseColumns_Result](../../../../../images/img122013.png) - +--- +title: Choose Columns to Display in a Report +author: Anna Gubareva +legacyId: 116232 +--- +# Choose Columns to Display in a Report +This wizard page allows you to select fields (attributes) whose data will be displayed in a report. + +The list on the left-hand side shows all available fields (attributes). To select the required fields to be displayed in the report, move them to the right-hand side. Use the dedicated arrow buttons to move fields back and forth. + +![WPDDesigner_ReportWizard_ChooseColumns](../../../../images/img121988.png) + +The selected fields and corresponding captions will be automatically added to your report and arranged one under another. + +You can stop the wizard at this step by clicking **Finish**. In this case, the report will look similar to the image below. + +![ReportWizard_ChooseColumns_Result](../../../../images/img122013.png) + If you want to customize your report further, click **Next** to proceed to the next wizard page: [Add Groping Levels](add-groping-levels.md). Note that you should select at least one field to continue creating the report. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md new file mode 100644 index 0000000000..ad1e0f2f5a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md @@ -0,0 +1,41 @@ +--- +title: Connect to a Database +author: Anna Gubareva +legacyId: 116226 +--- +# Connect to a Database +The topics in this section describe the steps required to connect a report to a database using the [Report Wizard](../../report-wizard.md). + +![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../images/img122896.png) + +The following data source types are supported: + +* Microsoft SQL Server +* Microsoft Access 97 +* Microsoft Access 2007 +* Microsoft SQL Server CE +* Oracle +* Amazon Redshift +* Google BigQuery +* Teradata +* Firebird +* IBM DB2 +* MySQL +* Pervasive PSQL +* PostgreSQL +* SAP HANA +* SAP Sybase Advantage +* SAP Sybase ASE +* SQLite +* VistaDB +* VistaDB5 +* XML file + +This task includes the following steps: + +* [Select a Data Connection](connect-to-a-database/select-a-data-connection.md) +* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md) +* [Save the Connection String](connect-to-a-database/save-the-connection-string.md) +* [Customize the Query](connect-to-a-database/customize-the-query.md) +* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md) + diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md new file mode 100644 index 0000000000..e8f8937470 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md @@ -0,0 +1,11 @@ +--- +title: Configure Query Parameters +author: Anna Gubareva +legacyId: 118018 +--- +# Configure Query Parameters +On this wizard page, you can manage parameters that are used in queries and/or stored procedures selected on the previous wizard page, as well as specify parameter values. + +![wpf-report-designer-wizard-configure-query-parameters-set-type](../../../../../images/img125627.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md new file mode 100644 index 0000000000..5bb5936e40 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md @@ -0,0 +1,38 @@ +--- +title: Customize the Query +author: Anna Gubareva +legacyId: 116230 +--- +# Customize the Query +On this page, you can construct an SQL query to obtain data from the database or select a stored procedure. +* [Construct a Query](#query) +* [Select a Stored Procedure](#storedprocedure) + + + +## Construct a Query +To construct an SQL query, do the following. +1. Select the **Query** option and click the **Run Query Builder** button. + + ![WpfDesignerReportWizard_RunQueryBuilder](../../../../../images/img122116.png) +2. In the invoked [Query Builder](../../../interface-elements/query-builder.md) window, select an item from the list of available tables on the left and drop it onto the list of data tables to be used. + + ![WPDDesigner_QueryBuilder_AddingTable](../../../../../images/img122798.png) +3. Enable the check box near the added table to include all of its fields in the data view. + + ![wpf-designer-query-builder-select-products-fields](../../../../../images/img127215.png) + + Click **OK** to exit the **Query Builder**. + + For more information on the Query Builder, refer to the [Query Builder](../../../interface-elements/query-builder.md) document. + + + +## Select a Stored Procedure +To use a stored procedure, choose the **Stored Procedure** option and then select the required stored procedure from the list. + +![WpfDesigner_ReportWizard_SelectingStoredProcedure](../../../../../images/img122124.png) + +If the selected query or stored procedure contains any [parameters](../../../creating-reports/providing-data/query-parameters.md), you will be required to define their values on the next wizard page: [Configure Query Parameters](configure-query-parameters.md). + +Otherwise, clicking **Next** will open the next Report Wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md new file mode 100644 index 0000000000..96d9e5d884 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md @@ -0,0 +1,11 @@ +--- +title: Save the Connection String +author: Anna Gubareva +legacyId: 116229 +--- +# Save the Connection String +If the data connection uses server authentication, this wizard page allows you to choose whether to save the user credentials along with the connection string. + +![WPDDesigner_ReportWizard_SaveConnectionString](../../../../../images/img122001.png) + +Click **Next** to proceed to the next wizard page: [Customize the Query](customize-the-query.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md new file mode 100644 index 0000000000..18cf0519db --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md @@ -0,0 +1,11 @@ +--- +title: Select a Data Connection +author: Anna Gubareva +legacyId: 116227 +--- +# Select a Data Connection +On this page, you can choose whether to use one of the existing data connections or create a new one. + +![WPDDesigner_ReportWizard_SelectDataConnection](../../../../../images/img121999.png) + +Click **Next** to proceed to the next wizard page. If you select one of the available connections from the list, go to the [Customize the Query](customize-the-query.md) page. Otherwise, proceed to the [Specify a Connection String](specify-a-connection-string.md) page to create a custom connection string and manually specify its parameters. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md new file mode 100644 index 0000000000..d5bdaffab7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md @@ -0,0 +1,16 @@ +--- +title: Specify a Connection String +author: Anna Gubareva +legacyId: 116228 +--- +# Specify a Connection String + +This page allows you to specify connection string parameters specific to the selected data source provider. + +Next, specify the connection options required for the selected provider type (e.g., authentication type and database name). + +![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../images/img122000.png) + +Click **Next** to proceed to one of the next wizard pages, depending on whether or not the created connection uses server authentication. +* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not to save user credentials along with the connection string. +* [Customize the Query](customize-the-query.md) - if server authentication is not required, proceed to constructing the query. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md new file mode 100644 index 0000000000..5566d30b70 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md @@ -0,0 +1,17 @@ +--- +title: Bind to a Stored Procedure +author: Anna Gubareva +legacyId: 116263 +--- +# Bind to a Stored Procedure +This wizard page allows you to add stored procedures to the data source and configure their parameters. Note that this page is available only if the current Entity Framework model provides at least one stored procedure. + +To add a stored procedure, click **Add** and in the invoked dialog, select the required stored procedure from the list of available procedures. + +![WpfReportWizard_EF_AddingStoredProcedure](../../../../../images/img123216.png) + +Next, specify stored procedure parameter values, which can be either static or generated by appropriate expressions. + +![WpfReportWizard_EF_StoredProcParameters](../../../../../images/img123217.png) + +Click **Next** to proceed to the next wizard page. If you have added more than one stored procedures on this page or if the current Entity Framework model additionally provides data tables, go to the [Select a Data Member](select-a-data-member.md) page. Otherwise, proceed to the [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md new file mode 100644 index 0000000000..751eabaac1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md @@ -0,0 +1,15 @@ +--- +title: Configure Filters +author: Margarita Zakhodyaeva +--- +# Configure Filters + +This wizard page allows you to define any number of [filter criteria](../../../../report-designer-for-winforms/use-expressions.md) for your data source. + +The **Filter Editor** is displayed after choosing an entity on this wizard page. + +![ef-datasource-configure-filters-editor-report-parameter](../../../../../images/ef-datasource-configure-filters-editor-report-parameter131075.png) + +Use this editor to define the selected entity's filter criteria. The filter string can also reference [report parameters](../../../creating-reports/providing-data/report-parameters.md). + +![ef-datasource-configure-filters-finish](../../../../../images/ef-datasource-configure-filters-finish131076.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md new file mode 100644 index 0000000000..ac48ac3126 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md @@ -0,0 +1,28 @@ +--- +title: Select a Connection String +author: Anna Gubareva +legacyId: 116261 +--- +# Select a Connection String + +This page allows you to specify a connection string used to establish a data connection. The following options are available: + +## Default Connection String + +Choose the default connection string if it is specified in the application’s configuration file. + +![EF default connection string](../../../../../images/ef-default-connection-string.png) + +## Custom Connection String + +Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. + +![WpfReportWizard_EF_SpecifyConnectionString](../../../../../images/img122129.png) + +## Predefined Connection String + +Select an existing connection string available in the current project. + +![WpfReportWizard_EF_SelectConnectionString](../../../../../images/img122128.png) + +Click **Next** to proceed to the next wizard page. If the current Entity Framework model provides stored procedures, go to the [Bind to a Stored Procedure](bind-to-a-stored-procedure.md) page; otherwise, proceed to the [Configure Filters](configure-filters.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md new file mode 100644 index 0000000000..1a256f763d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md @@ -0,0 +1,11 @@ +--- +title: Select a Data Member +author: Anna Gubareva +legacyId: 116920 +--- +# Select a Data Member +This wizard page allows you to select one of the available data members that will provide data to your report. + +![WpfReportWizard_EF_SelectDataMember](../../../../../images/img124455.png) + +Click **Next** to proceed to the next wizard page: [Configure Filters](configure-filters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md new file mode 100644 index 0000000000..4ec187966b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md @@ -0,0 +1,13 @@ +--- +title: Select the Data Context +author: Anna Gubareva +legacyId: 116260 +--- +# Select the Data Context +This page allows you to select a required Entity Framework data context that will provide data to a report. + +On this page, select a data context from the list of existing data contexts. You can also populate this list with data contexts from a separate assembly. To do this, click **Browse...**, and in the invoked **Open** dialog, select the required assembly. + +![WpfReportWizard_EF_SelectAsembly](../../../../../images/img122127.png) + +Click **Next** to proceed to the next wizard page: [Select the Connection String](select-a-connection-string.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md new file mode 100644 index 0000000000..7f2c4dd96d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md @@ -0,0 +1,17 @@ +--- +title: Choose columns +author: Anna Gubareva +legacyId: 116250 +--- +# Choose columns +On this wizard page, you can select required columns and specify their settings. + +To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. + +![WpfReportWizard_Excel_ChooseColumns](../../../../../images/img122202.png) + +This page also allows you to preview the resulting data by clicking the **Preview...** button. + +![WpfReportWizard_Excel_DataPreview](../../../../../images/img122203.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md new file mode 100644 index 0000000000..fb709d9d5e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md @@ -0,0 +1,14 @@ +--- +title: Select a Worksheet, Table or Named Region +author: Anna Gubareva +legacyId: 116249 +--- +# Select a Worksheet, Table or Named Region +> [!NOTE] +> This wizard page appears only if you selected a Microsoft Excel Workbook on the previous page. + +This wizard page allows you to select one of the available worksheets, tables or named regions that will provide data for a report. + +![WpfReportWizard_Excel_SelectWorksheet](../../../../../images/img122201.png) + +Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md new file mode 100644 index 0000000000..be22e47686 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md @@ -0,0 +1,11 @@ +--- +title: Select an Excel Workbook or CSV file +author: Anna Gubareva +legacyId: 116247 +--- +# Select an Excel Workbook or CSV file +On this wizard page, select a required Microsoft Excel workbook (the XLS, XLSX and XLSM formats are supported) or CSV file. To do this, click the ellipsis button and locate the source file, or enter the full path to this file. + +![WpfReportWizard_Excel_SelectFile](../../../../../images/img122198.png) + +Click **Next** to proceed to the next wizard page: [Specify Import Settings](specify-import-settings.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md new file mode 100644 index 0000000000..4238fd6a86 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md @@ -0,0 +1,33 @@ +--- +title: Specify Import Settings +author: Anna Gubareva +legacyId: 116248 +--- +# Specify Import Settings +On this wizard page, you can specify required import settings. This page provides access to different settings depending on whether you have selected an Excel Workbook or CSV file. + +## Import Settings for an Excel Workbook +The following settings are available if an Excel workbook has been selected. + +![WpfReportWizard_Excel_XlsImportSettings](../../../../../images/img122199.png) +* **Use values of the first rows as field names** - Specifies whether values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Skip hidden rows** - Specifies whether or not to include hidden rows to the resulting data source. +* **Skip hidden columns** - Specifies whether or not to include hidden columns to the resulting data source. + +Click **Next** to proceed to the next wizard page: [Select a Worksheet, Table or Named Region](select-a-worksheet-table-or-named-region.md). + +## Import Settings for a CSV file +The following settings are available if a CSV file has been selected. + +![WpfReportWizard_Excel_CsvImportSettings](../../../../../images/img122200.png) +* **Use values of the first rows as field names** - Specifies whether or not values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. +* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. +* **Trim Blanks** - Specifies whether to delete all leading and trailing empty spaces from each value in the source CSV file. +* **Encoding** - Specifies the character encoding in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Newline type** - Specifies the line break type in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Value separator** - Specifies a character used to separate values in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. +* **Culture** - Specifies culture information used to import data from the source CSV file. +* **Text Qualifier** - Specifies the character that encloses values in the source CSV file. + +Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md similarity index 100% rename from reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md rename to eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md new file mode 100644 index 0000000000..e1a5f2107d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Constructor +author: Anna Gubareva +legacyId: 116244 +--- +# Select a Data Source Constructor +On this wizard page, select a data source constructor to be used to create an instance of the data source. + +![WpfReportWizard_Object_SelectDataSourceConstructor](../../../../../images/img122880.png) + +Enable the **Show only highlighted constructors** check box to exclude irrelevant constructors from the list. Otherwise, all available constructors will be shown. + +Click **Next** to proceed to the next wizard page: [Specify the Constructor Parameters](specify-the-constructor-parameters.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md new file mode 100644 index 0000000000..83777bf832 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Member +author: Anna Gubareva +legacyId: 116241 +--- +# Select a Data Source Member +This wizard page allows you to select whether you want bind to the entire object or to its public member (method or property). + +![WpfReportWizard_Object_SelectDataSourceMember](../../../../../images/img122878.png) + +Select the **Show only highlighted members** check box to exclude irrelevant members from the list. Otherwise, all available members will be shown. + +Click **Next** to proceed to the next wizard page. If you select binding to the entire object, proceed to the [Select the Data Binding Mode](select-the-data-binding-mode.md) page. If you choose one of the available public members, go to the [Specify the Member Parameters](specify-the-member-parameters.md) page. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md new file mode 100644 index 0000000000..92518c61fe --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md @@ -0,0 +1,13 @@ +--- +title: Select a Data Source Type +author: Anna Gubareva +legacyId: 116240 +--- +# Select a Data Source Type +On this wizard page, select a required data source type. + +![WpfReportWizard_Object_SelectDataSourceType](../../../../../images/img122877.png) + +To exclude irrelevant classes from the list, select the **Show only highlighted types** check box. If you disable this check box, all available data source types will be shown. + +Click **Next** to proceed to the next wizard page: [Select a Data Source Member](select-a-data-source-member.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md new file mode 100644 index 0000000000..bb8261f667 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md @@ -0,0 +1,13 @@ +--- +title: Select an Assembly +author: Anna Gubareva +legacyId: 116239 +--- +# Select an Assembly +On this wizard page, select an assembly that contains the class type definition of the data source. + +![WpfReportWizard_Object_SelectAssembly](../../../../../images/img122876.png) + +To exclude irrelevant assemblies from the list, select the **Show only highlighted assemblies** check box. If you disable the check box, all available data source types will be shown. + +Click **Next** to proceed to the next wizard page: [Select a Data Source Type](select-a-data-source-type.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md new file mode 100644 index 0000000000..6337d40bf3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md @@ -0,0 +1,15 @@ +--- +title: Select the Data Binding Mode +author: Anna Gubareva +legacyId: 116243 +--- +# Select the Data Binding Mode +On this wizard page, you can choose one of the following data binding modes. +* **Retrieve the data source schema** - Select this option to retrieve only the data source schema from the specified object and edit the report layout without having access to the actual underlying data. +* **Retrieve the actual data** - Select this option to automatically create an instance of the data source type and obtain its actual data. + +![WpfReportWizard_Object_SelectDataBindingMode](../../../../../images/img122879.png) + +Click **Next** to proceed to the next wizard once you select the data binding mode. +* [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md) - if you select the first option, go to choosing columns to display in a report. +* [Select a Data Source Constructor](select-a-data-source-constructor.md) - this page allows you to choose a required constructor to create an instance of the data source. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md new file mode 100644 index 0000000000..839a555bb1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md @@ -0,0 +1,13 @@ +--- +title: Specify the Constructor Parameters +author: Anna Gubareva +legacyId: 116245 +--- +# Specify the Constructor Parameters +On this wizard page, you can specify the constructor parameters. + +To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the constructor or create a new one using the in-place editor. + +![WpfReportWizard_Object_SpecifyConstructorParameters](../../../../../images/img122881.png) + +Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md new file mode 100644 index 0000000000..9c696e2e5c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md @@ -0,0 +1,13 @@ +--- +title: Specify the Member Parameters +author: Anna Gubareva +legacyId: 116242 +--- +# Specify the Member Parameters +On this wizard page, you can specify the member parameters. + +To specify the member parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or create a new one using the in-place editor. + +![WpfReportWizard_Object_SpecifyMemberParameters](../../../../../images/img122900.png) + +Click **Next** to proceed to the next wizard page: [Select the Data Binding Mode](select-the-data-binding-mode.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md new file mode 100644 index 0000000000..348ee11b1f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md @@ -0,0 +1,9 @@ +--- +title: Enter the Report Title +author: Anna Gubareva +legacyId: 116237 +--- +# Enter the Report Title +On this page, specify the title for the report and click **Finish** to exit the wizard. + +![WPDDesigner_ReportWizard_ReportTitle](../../../../images/img122895.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md new file mode 100644 index 0000000000..168087909c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md @@ -0,0 +1,15 @@ +--- +title: Select the Data Source Type +author: Anna Gubareva +legacyId: 116231 +--- +# Select the Data Source Type +This wizard page allows you to select the required data source type. + +![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../images/img122896.png) + +Click **Next** to proceed to the next wizard page once you select the data source type. +* [Connect to a Database](connect-to-a-database.md) +* [Connect to an Entity Framework Data Source](connect-to-an-entity-framework-data-source.md) +* [Connect to an Object Data Source](connect-to-an-object-data-source.md) +* [Connect to an Excel Data Source](connect-to-an-excel-data-source.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md new file mode 100644 index 0000000000..e28c2c26a0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md @@ -0,0 +1,19 @@ +--- +title: Specify Summary Options +author: Anna Gubareva +legacyId: 116234 +--- +# Specify Summary Options +This wizard page allows you to specify totals for each data group or for the entire report. The specified totals will be displayed after corresponding groups and in the report footer. + +The page displays all available numerical and date-time fields that are not used to group data. You can select desired functions using the check box table. + +![WPDDesigner_ReportWizard_SummaryOptions](../../../../images/img122890.png) + +There are instances when data fields contain empty values. If you don't want to take these values into account when calculating totals, select the **Ignore NULL values** check box. Otherwise, these values will be treated as zeros for numeric fields and the earliest system date for date-time fields. + +You can stop the wizard at this step by clicking **Finish**. If you do so, your report will look similar to the one in the image below. + +![ReportWizard_SummaryOptions_Result](../../../../images/img122018.png) + +If you want to further customize your report, click **Next** to proceed to the next wizard page: [Choose a Report Layout](choose-a-report-layout.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/empty-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/empty-report.md new file mode 100644 index 0000000000..3844a3b252 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/empty-report.md @@ -0,0 +1,15 @@ +--- +title: Empty Report +author: Anna Gubareva +legacyId: 116222 +--- +# Empty Report +The **Report Wizard** allows you to create reports of three kinds: **empty reports**, [data-bound reports](data-bound-report.md) and [label reports](label-report.md). To create a new blank report, select **Empty Report** and click **Finish**. + +![WPDDesigner_ReportWizard_Empty](../../../images/img121984.png) + +The created report is not bound to a data source and doesn't contain any report controls. The following image demonstrates the default layout of this report. + +![WPDDesigner_EmptyReport](../../../images/img122901.png) + +You can then [bind the report to a required data source](../creating-reports/providing-data/binding-a-report-to-data.md) and [construct the report layout](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report.md new file mode 100644 index 0000000000..5726d814ee --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report.md @@ -0,0 +1,15 @@ +--- +title: Label Report +author: Anna Gubareva +legacyId: 116224 +--- +# Label Report +The **Report Wizard** allows you to create reports of three kinds: [empty reports](empty-report.md), [data-bound reports](data-bound-report.md) and **label reports**. To generate a label report, select **Label Report** and click **Next**. + +![WPDDesigner_ReportWizard_Label](../../../images/img121985.png) + +After completing the Label Report Wizard, you will get a blank report that generates labels of a specifc size. The report designer will indicate the label boundaries and properly position labels within paper sheets. You can then populate the label area with the required content and print out your labels. + +Label creation consists of the following two steps. +* [Select the Label Type](label-report/select-the-label-type.md) +* [Customize the Label Options](label-report/customize-the-label-options.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md new file mode 100644 index 0000000000..043a98ad65 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md @@ -0,0 +1,13 @@ +--- +title: Customize the Label Options +author: Anna Gubareva +legacyId: 116258 +--- +# Customize the Label Options +This wizard page is intended to manually adjust label settings that were automatically specified in the previous step based on the selected supplier and product. + +Editors on this page allow you to choose the **Page Size** and freely customize label parameters. The pane on the right-hand side provides a label dimensions preview. + +![WPDDesigner_ReportWizard_LabelOptions](../../../../images/img121987.png) + +Click **Finish** to complete report creation. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md new file mode 100644 index 0000000000..c741a4aa6b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md @@ -0,0 +1,13 @@ +--- +title: Select the Label Type +author: Anna Gubareva +legacyId: 116257 +--- +# Select the Label Type +This wizard page is intended to select one of the numerous predefined label types. + +On this page, you can choose the proper supplier from the **Label product** combo box and a particular product from the **Product number** list. The selected type defines the label's size and layout, as well as the default page type for this label. + +![WPDDesigner_ReportWizard_SelectLabelType](../../../../images/img121986.png) + +Click **Next** to proceed to the next wizard page: [Customize the Label Options](customize-the-label-options.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-desktop/toc.yml b/eud-for-devexpress-reports/reporting-for-desktop/toc.yml new file mode 100644 index 0000000000..f598c9079c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-desktop/toc.yml @@ -0,0 +1,1027 @@ +items: +- name: Report Designer for WinForms + href: report-designer/report-designer-for-winforms.md + items: + - name: First Look at the Report Designer + href: report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md + - name: Add New Reports + href: report-designer/report-designer-for-winforms/add-new-reports.md + - name: Open Reports + href: report-designer/report-designer-for-winforms/open-reports.md + - name: Save Reports + href: report-designer/report-designer-for-winforms/save-reports.md + - name: Introduction to Banded Reports + href: report-designer/report-designer-for-winforms/introduction-to-banded-reports.md + - name: Bind to Data + href: report-designer/report-designer-for-winforms/bind-to-data.md + items: + - name: Bind a Report to a Database + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md + - name: Bind a Report to a Stored Procedure + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md + - name: Specify Query Parameters + href: report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md + - name: Bind a Report to an XML File + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md + - name: Bind a Report to an Entity Framework Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md + - name: Bind a Report to an Object Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md + - name: Bind a Report to an Excel Workbook + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md + - name: Bind a Report to a CSV File + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md + - name: Bind a Report to JSON data + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md + - name: Bind a Report to a MongoDB Instance + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md + - name: Bind a Report to an XPO Persistent Object + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xpo-persistent-object.md + - name: Bind a Report to a Join-Based Federated Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md + - name: Bind a Report to a Union-Based Federated Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md + - name: Bind a Report to a Transformation-Based Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md + - name: Bind a Report to a Federated Master-Detail Data Source + href: report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md + - name: Data Binding Modes + href: report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md + - name: Create Reports + href: report-designer/report-designer-for-winforms/create-reports.md + items: + - name: Table Reports + href: report-designer/report-designer-for-winforms/create-reports/table-reports.md + - name: Vertical Reports + href: report-designer/report-designer-for-winforms/create-reports/vertical-reports.md + - name: Master-Detail Reports with Detail Report Bands + href: report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md + - name: Master-Detail Reports with Subreports + href: report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md + - name: Hierarchical Reports + href: report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md + - name: Invoices + href: report-designer/report-designer-for-winforms/create-reports/invoices.md + - name: Invoices from Templates + href: report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md + - name: Cross-Tab Reports + href: report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md + - name: Balance Sheets + href: report-designer/report-designer-for-winforms/create-reports/balance-sheets.md + - name: Labels and Badges + href: report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md + - name: Multi-Column Reports + href: report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md + - name: Interactive E-Forms + href: report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md + - name: Reports with Cross-Band Content and Populated Empty Space + href: report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md + - name: Reports Merged with PDF + href: report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md + - name: Reports with Embedded PDF Content + href: report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md + - name: Reports with a Visual PDF Signature + href: report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md + - name: Letters + href: report-designer/report-designer-for-winforms/create-reports/letters.md + - name: Configure Design Settings + href: report-designer/report-designer-for-winforms/configure-design-settings.md + items: + - name: Change a Report's Measurement Units + href: report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md + - name: Change a Report's Page Settings + href: report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md + - name: Enable the Right-To-Left Layout + href: report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md + - name: Use Report Elements + href: report-designer/report-designer-for-winforms/use-report-elements.md + items: + - name: Manipulate Report Elements + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md + items: + - name: Add Controls to a Report + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md + - name: Select Report Elements and Access Their Settings + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md + - name: Move and Resize Report Elements + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md + - name: Apply Styles to Report Elements + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md + - name: Copy Report Controls + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md + - name: Reuse Report Controls + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md + - name: Arrange Report Controls + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md + - name: Convert Labels to Table + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md + - name: Add Report Controls to Containers + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md + - name: Validate the Report Layout + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md + - name: Hide Report Controls in Exported Documents and Printouts + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/hide-report-controls-in-exported-documents-and-printouts.md + - name: Keyboard Shortcuts + href: report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md + - name: Bind Report Controls to Data + href: report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md + - name: Use Embedded Fields (Mail Merge) + href: report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md + - name: Update Report Data Bindings + href: report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md + - name: Use Basic Report Controls + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md + items: + - name: Label + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md + - name: Character Comb + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md + - name: Rich Text + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md + - name: Check Box + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md + - name: Picture Box + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md + - name: Subreport + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md + - name: Panel + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md + - name: Page Break + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md + - name: Table of Contents + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md + - name: Page Info + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md + - name: PDF Content + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md + - name: PDF Signature + href: report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md + - name: Use Tables + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables.md + items: + - name: Table Overview + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md + - name: Bind Table Cells to Data + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md + - name: Manage Table Structure + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md + - name: Manipulate Table Elements + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md + - name: Hide Table Cells + href: report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md + - name: Use Barcodes + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md + items: + - name: Add Barcodes to a Report + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md + - name: Barcode Recognition Specifics + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md + - name: Aztec Code + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md + - name: Codabar + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md + - name: Code 11 (USD-8) + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md + - name: Code 128 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md + - name: Code 39 (USD-3) + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md + - name: Code 39 Extended + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md + - name: Code 93 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md + - name: Code 93 Extended + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md + - name: Deutsche Post Leitcode + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md + - name: Deutsche Post Identcode + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md + - name: EAN 13 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md + - name: EAN 8 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md + - name: ECC200 - Data Matrix + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md + - name: GS1 - DataBar + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md + - name: GS1- Data Matrix + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md + - name: GS1-128 - EAN-128 (UCC) + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md + - name: Industrial 2 of 5 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md + - name: Intelligent Mail + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md + - name: Intelligent Mail Package + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md + - name: Interleaved 2 of 5 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md + - name: Matrix 2 of 5 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md + - name: MSI - Plessey + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md + - name: PDF417 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md + - name: Pharmacode + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md + - name: PostNet + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md + - name: QR Code + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md + - name: Micro QR Code + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md + - name: GS1 QR Code + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md + - name: EPC QR Code + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md + - name: SSCC (Serial Shipping Container Code) + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md + - name: UPC Shipping Container Symbol (ITF-14) + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md + - name: UPC Supplemental 2 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md + - name: UPC Supplemental 5 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md + - name: UPC-A + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md + - name: UPC-E0 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md + - name: UPC-E1 + href: report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md + - name: Use Charts and Pivot Grids + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md + items: + - name: Use Charts in Reports + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md + - name: Add a Chart (Set Up Series Manually) + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md + - name: Add a Chart (Use a Series Template) + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md + - name: Use Charts to Visualize Grouped Data + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md + - name: Link a Chart and a Pivot Grid + href: report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md + - name: Use Cross Tabs + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md + items: + - name: Cross Tab Overview + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md + - name: Cross Tab Fields + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md + - name: Data Shaping + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md + - name: Layout and Print Options + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md + - name: Cross Tab Appearance + href: report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md + - name: Use Gauges and Sparklines + href: report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md + items: + - name: Add Gauges to a Report + href: report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md + - name: Add Sparklines to a Report + href: report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md + - name: Draw Lines and Shapes + href: report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md + items: + - name: Draw Lines + href: report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md + - name: Draw Shapes + href: report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md + - name: Draw Cross-Band Lines and Boxes + href: report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md + - name: Use Report Parameters + href: report-designer/report-designer-for-winforms/use-report-parameters.md + items: + - name: Create a Report Parameter + href: report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md + items: + - name: Report Parameters with Predefined Static Values + href: report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md + - name: Report Parameters with Predefined Dynamic Values + href: report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md + - name: Multi-Value Report Parameters + href: report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md + - name: Cascading Report Parameters + href: report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md + - name: Range Report Parameters + href: report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md + - name: Reference Report Parameters + href: report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md + - name: The Parameters Panel + href: report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md + - name: Shape Report Data + href: report-designer/report-designer-for-winforms/shape-report-data.md + items: + - name: Filter Data + href: report-designer/report-designer-for-winforms/shape-report-data/filter-data.md + items: + - name: Filter Data at the Report Level + href: report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md + - name: Filter Data at the Data Source Level + href: report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md + - name: Limit the Number of Records to Display + href: report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md + - name: Group and Sort Data + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md + items: + - name: Sort Data + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md + - name: Group Data + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md + - name: Sort Data by a Custom Field + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md + - name: Group Data by a Custom Field + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md + - name: Sort Groups by a Summary Function's Result + href: report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md + - name: Format Data + href: report-designer/report-designer-for-winforms/shape-report-data/format-data.md + - name: Specify Conditions for Report Elements + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md + items: + - name: Conditionally Change a Control's Appearance + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md + - name: Conditionally Change a Label's Text + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md + - name: Conditionally Change a Band's Visibility + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md + - name: Conditionally Filter Report Data + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md + - name: Conditionally Suppress Controls + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md + - name: Limit the Number of Records per Page + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md + - name: Display Average Values in Charts + href: report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md + - name: Calculate Summaries + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md + items: + - name: Calculate a Summary + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md + - name: Calculate a Weighted Average + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md + - name: Calculate an Advanced Summary + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md + - name: Calculate a Running Summary + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-running-summary.md + - name: Calculate Carried Forward/Brought Forward + href: report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md + - name: Count Elements and Values + href: report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md + items: + - name: Display Row Numbers in a Report, Group or Page + href: report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md + - name: Count the Number of Records in a Report or Group + href: report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md + - name: Count the Number of Groups in a Report + href: report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md + - name: Use Calculated Fields + href: report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md + items: + - name: Calculated Fields Overview + href: report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md + - name: Calculate an Aggregate Function + href: report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md + - name: Lay out Dynamic Report Content + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md + items: + - name: Maintain the Band Location on a Page + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md + - name: Keep Content Together + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md + - name: Maintain the Size and Content of Data-Bound Controls + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md + - name: Anchor Controls + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md + - name: Suppress Controls + href: report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md + - name: Customize Appearance + href: report-designer/report-designer-for-winforms/customize-appearance.md + items: + - name: Appearance Properties + href: report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md + - name: Report Visual Styles + href: report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md + - name: Report Style Sheets + href: report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md + - name: Add Navigation + href: report-designer/report-designer-for-winforms/add-navigation.md + items: + - name: Add Page Numbers + href: report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md + - name: Add Cross-References and Hyperlinks + href: report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md + - name: Add Bookmarks and a Document Map + href: report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md + - name: Add a Table of Contents + href: report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md + - name: Provide Interactivity + href: report-designer/report-designer-for-winforms/provide-interactivity.md + items: + - name: Create Drill-Down Reports + href: report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md + - name: Create Drill-Through Reports + href: report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md + - name: Sort a Report in Print Preview + href: report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md + - name: Edit Content in Print Preview + href: report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md + - name: Add Extra Information + href: report-designer/report-designer-for-winforms/add-extra-information.md + items: + - name: Add Watermarks to a Report + href: report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md + - name: Display the User Name in a Report + href: report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md + - name: Display the Current Date and Time in a Report + href: report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md + - name: Merge Reports + href: report-designer/report-designer-for-winforms/merge-reports.md + items: + - name: Add a Report to the End/Beginning + href: report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md + - name: Use Data-Driven Page Sequence + href: report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md + - name: Use Expressions + href: report-designer/report-designer-for-winforms/use-expressions.md + items: + - name: Expressions Overview + href: report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md + - name: Expression Language + href: report-designer/report-designer-for-winforms/use-expressions/expression-language.md + - name: Functions in Expressions + href: report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md + - name: "How to: Use Expressions" + href: report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md + - name: Data Binding Modes + href: report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md + - name: Use Report Scripts + href: report-designer/report-designer-for-winforms/use-report-scripts.md + - name: Print, Preview and Export Reports + href: report-designer/report-designer-for-winforms/preview-print-and-export-reports.md + - name: Report Designer Tools + href: report-designer/report-designer-for-winforms/report-designer-tools.md + items: + - name: Report Wizard + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md + items: + - name: Choose a Report Type + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md + - name: Blank Report + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md + - name: Table Report + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md + items: + - name: Select the Data Source Type + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md + - name: Choose Fields to Display in a Report + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md + - name: Add Grouping Levels + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md + - name: Specify Summary Options + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md + - name: Specify Report Page Settings + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md + - name: Choose a Report Color Scheme + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md + - name: Set the Report Title + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md + - name: Vertical Report + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md + - name: Cross-Tab Report + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md + - name: Labels + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md + items: + - name: Select the Data Source Type + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md + - name: Select the Label Type + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md + - name: Customize the Label Options + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md + - name: Template + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md + items: + - name: Choose a Report Template + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md + - name: Select the Data Source Type + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md + - name: Map Report Template Fields + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md + - name: Specify Report Template Options + href: report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md + - name: Data Source Wizard + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md + items: + - name: Connect to a Database + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md + items: + - name: Specify a Connection String + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md + - name: Save the Connection String + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md + - name: Create a Query or Select a Stored Procedure + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md + - name: Configure Query Parameters + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md + - name: Connect to an Entity Framework Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md + items: + - name: Select the Data Context + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md + - name: Select a Connection String + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md + - name: Bind to a Stored Procedure + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md + - name: Select a Data Member + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md + - name: Configure Filters + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md + - name: Connect to an Object Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md + items: + - name: Select an Assembly + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md + - name: Select a Data Source Type + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md + - name: Select a Data Source Member + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md + - name: Specify the Member Parameters + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md + - name: Select the Data Binding Mode + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md + - name: Select a Data Source Constructor + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md + - name: Specify the Constructor Parameters + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md + - name: Connect to an Excel Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md + items: + - name: Select an Excel Workbook or CSV file + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md + - name: Specify Import Settings + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md + - name: Select a Worksheet, Table or Named Range + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-a-worksheet,-table-or-named-range.md + - name: Choose Columns + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md + - name: Connect to a JSON Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md + items: + - name: Specify JSON Data Location + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md + - name: Configure Web Service Endpoint Request + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md + - name: Select Data Fields + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md + - name: Connect to an XPO Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md + items: + - name: Choose an Entity Type + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md + - name: Specify a Connection String + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md + - name: Save the Connection String + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md + - name: Connect to a MongoDB Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db.md + items: + - name: Specify Connection Properties + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/specify-connection-properties.md + - name: Configure Queries + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/configure-queries.md + - name: Select Data Fields + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-mongo-db/select-data-fields.md + - name: Connect to a Federated Data Source + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md + items: + - name: Create a Federated Query + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source/create-a-federated-query.md + - name: No Data + href: report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md + - name: Query Builder + href: report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md + - name: UI Panels + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md + items: + - name: Report Explorer + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md + - name: Field List + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md + - name: Report Gallery + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md + - name: Property Grid (Tabbed View) + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md + - name: Property Grid (Non-Tabbed View) + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md + - name: Group and Sort Panel + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md + - name: Report Design Analyzer + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md + - name: Designer Settings Dialog + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/designer-settings-dialog.md + - name: Toolbox + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbox.md + - name: Toolbar + href: report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/toolbar.md + - name: Localize Reports + href: report-designer/report-designer-for-winforms/localize-reports.md +- name: Report Designer for WPF + href: report-designer/report-designer-for-wpf.md + items: + - name: Report Types + href: report-designer/report-designer-for-wpf/report-types.md + items: + - name: Static Report + href: report-designer/report-designer-for-wpf/report-types/static-report.md + - name: Table Report + href: report-designer/report-designer-for-wpf/report-types/table-report.md + - name: Label Report + href: report-designer/report-designer-for-wpf/report-types/label-report.md + - name: Multi-Column Report + href: report-designer/report-designer-for-wpf/report-types/multi-column-report.md + - name: Master-Detail Report + href: report-designer/report-designer-for-wpf/report-types/master-detail-report.md + - name: Master-Detail Report (Detail Report Bands) + href: report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md + - name: Master-Detail Report (Subreports) + href: report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md + - name: Report with PDF Content + href: report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md + - name: Cross-Tab Report + href: report-designer/report-designer-for-wpf/report-types/cross-tab-report.md + - name: Parametrized Report + href: report-designer/report-designer-for-wpf/report-types/parametrized-report.md + - name: Chart with Static Series + href: report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md + - name: Chart with Dynamic Series + href: report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md + - name: Creating Reports + href: report-designer/report-designer-for-wpf/creating-reports.md + items: + - name: Basic Operations + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations.md + items: + - name: Create a New Report + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md + - name: Change Measurement Units of a Report + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md + - name: Create and Delete Report Elements + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md + - name: Adjust the Layout of Report Elements + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md + - name: 'Control Positioning ' + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md + - name: Adjust Page Layout Settings + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md + - name: Back Up the Report Layout + href: report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md + - name: Providing Data + href: report-designer/report-designer-for-wpf/creating-reports/providing-data.md + items: + - name: Binding a Report to Data + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md + items: + - name: Bind a Report to a Database + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md + - name: Bind a Report to an Entity Framework Data Source + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md + - name: Bind a Report to an Object Data Source + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md + - name: Bind a Report to an Excel Data Source + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md + - name: Binding Report Controls to Data + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md + - name: Using Mail Merge + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md + - name: Report Parameters + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md + - name: Query Parameters + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md + - name: Calculated Fields + href: report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md + - name: Shaping Data + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data.md + items: + - name: Grouping Data + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md + - name: Sorting Data + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md + - name: Filtering Data + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md + - name: Calculating Summaries + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md + - name: Formatting Data + href: report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md + - name: Appearance Customization + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md + items: + - name: Understanding Style Concepts + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md + - name: Use Odd and Even Styles + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md + - name: Conditionally Change a Control's Appearance + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md + - name: Conditionally Hide Bands + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md + - name: Conditionally Change a Label's Text + href: report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md + - name: Report Navigation and Interactivity + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md + items: + - name: Add Bookmarks + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md + - name: Create a Table of Contents + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md + - name: Create Hyperlinks + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md + - name: Add a Cross-Reference + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md + - name: Enable Content Editing in Print Preview + href: report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md + - name: Adding Details about a Report + href: report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md + items: + - name: Add Page Numbers and System Information to a Report + href: report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md + - name: Create or Modify Watermarks of a Report + href: report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md + - name: Scripting + href: report-designer/report-designer-for-wpf/creating-reports/scripting.md + - name: Report Elements + href: report-designer/report-designer-for-wpf/report-elements.md + items: + - name: Report Controls + href: report-designer/report-designer-for-wpf/report-elements/report-controls.md + - name: Report Bands + href: report-designer/report-designer-for-wpf/report-elements/report-bands.md + - name: Interface Elements + href: report-designer/report-designer-for-wpf/interface-elements.md + items: + - name: Toolbar + href: report-designer/report-designer-for-wpf/interface-elements/toolbar.md + - name: Control Toolbox + href: report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md + - name: Field List + href: report-designer/report-designer-for-wpf/interface-elements/field-list.md + - name: Report Explorer + href: report-designer/report-designer-for-wpf/interface-elements/report-explorer.md + - name: Group and Sort Panel + href: report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md + - name: Properties Window + href: report-designer/report-designer-for-wpf/interface-elements/properties-panel.md + - name: Design Surface + href: report-designer/report-designer-for-wpf/interface-elements/design-surface.md + - name: Report Design Analyzer + href: report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md + - name: Localization Editor + href: report-designer/report-designer-for-wpf/interface-elements/localization-editor.md + - name: Query Builder + href: report-designer/report-designer-for-wpf/interface-elements/query-builder.md + - name: Report Wizard + href: report-designer/report-designer-for-wpf/report-wizard.md + items: + - name: Empty Report + href: report-designer/report-designer-for-wpf/report-wizard/empty-report.md + - name: Data-bound Report + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md + items: + - name: Connect to a Database + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md + items: + - name: Specify a Connection String + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md + - name: Save the Connection String + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md + - name: Customize the Query + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md + - name: Configure Query Parameters + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md + - name: Connect to an Entity Framework Data Source + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md + items: + - name: Select the Data Context + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md + - name: Select a Connection String + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md + - name: Bind to a Stored Procedure + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md + - name: Select a Data Member + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md + - name: Configure Filters + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md + - name: Connect to an Object Data Source + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md + items: + - name: Select an Assembly + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md + - name: Select a Data Source Type + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md + - name: Select a Data Source Member + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md + - name: Specify the Member Parameters + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md + - name: Select the Data Binding Mode + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md + - name: Select a Data Source Constructor + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md + - name: Specify the Constructor Parameters + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md + - name: Connect to an Excel Data Source + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md + items: + - name: Select an Excel Workbook or CSV file + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md + - name: Specify Import Settings + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md + - name: Select a Worksheet, Table or Named Region + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md + - name: Choose columns + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md + - name: Select the Data Source Type + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md + - name: Choose Columns to Display in a Report + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md + - name: Add Groping Levels + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md + - name: Specify Summary Options + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md + - name: Choose a Report Layout + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md + - name: Choose a Report Style + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md + - name: Enter the Report Title + href: report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md + - name: Label Report + href: report-designer/report-designer-for-wpf/report-wizard/label-report.md + items: + - name: Select the Label Type + href: report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md + - name: Customize the Label Options + href: report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md + - name: Document Preview + href: report-designer/report-designer-for-wpf/document-preview.md + items: + - name: Preview Toolbar + href: report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md + - name: Export Document Dialog + href: report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md + - name: Parameters Panel + href: report-designer/report-designer-for-wpf/document-preview/parameters-panel.md + - name: Search Panel + href: report-designer/report-designer-for-wpf/document-preview/search-panel.md + - name: Document Map Panel + href: report-designer/report-designer-for-wpf/document-preview/document-map-panel.md +- name: Print Preview for WinForms + href: print-preview/print-preview-for-winforms.md + items: + - name: File Management + items: + - name: Save a Print Preview to a File + href: print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md + - name: Load a Print Preview from a File + href: print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md + - name: Printing and Page Setup + items: + - name: Print a Document via the Print Dialog + href: print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md + - name: Print a Document Using Default Settings + href: print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md + - name: Change Printing Settings via the Page Setup Dialog + href: print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md + - name: Specify Page Margins in Print Preview + href: print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md + - name: Print Selection + href: print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md + - name: Scaling + items: + - name: Scale Print Preview by Entering a Zoom Factor + href: print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md + - name: Zooming + items: + - name: Zoom Print Preview In or Out + href: print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md + - name: Zoom Print Preview by Entering a Zoom Factor + href: print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md + - name: Zoom Print Preview to Show Whole Pages or Fit Content + href: print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md + - name: Show Two or More Pages in Print Preview + href: print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md + - name: Viewing and Navigating + items: + - name: Navigate Between Pages in Print Preview + href: print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md + - name: Use the Hand Tool in Print Preview + href: print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md + - name: Navigate in Print Preview Using Bookmarks + href: print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md + - name: Navigate in Print Preview Using Thumbnails + href: print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md + - name: Search for a Specific Text in Print Preview + href: print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md + - name: Interactivity + items: + - name: Content Editing in Print Preview + href: print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md + - name: Watermark and Background + items: + - name: Change Watermark and Background Settings in Print Preview + href: print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md + - name: Exporting + items: + - name: Exporting from Print Preview + href: print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md + - name: Copy to the Clipboard + href: print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md + - name: PDF-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md + - name: HTML-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md + - name: MHT-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md + - name: RTF-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md + - name: DOCX-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md + - name: XLS-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md + - name: XLSX-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md + - name: CSV-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md + - name: TXT-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md + - name: Image-Specific Export Options + href: print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md + - name: Passing Parameters in Print Preview + href: print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md + - name: Warnings and Error Messages in Print Preview + href: print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md +- name: Print Preview for WPF + href: print-preview/print-preview-for-wpf.md + items: + - name: File Management + items: + - name: Save a Print Preview to a File + href: print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md + - name: Load a Print Preview from a File + href: print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md + - name: Printing and Page Setup + items: + - name: Print a Document Using the Print Dialog + href: print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md + - name: Print a Document Using Default Settings + href: print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md + - name: Change Print Settings Using the Page Setup Dialog + href: print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md + - name: Scaling + href: print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md + - name: Navigating + items: + - name: Navigate Between Pages + href: print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md + - name: Navigate Using Bookmarks + href: print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md + - name: Navigate Using Thumbnails + href: print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md + - name: Navigate Using the Hand Tool + href: print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md + - name: Search for a Specific Text + href: print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md + - name: Interactivity + items: + - name: Content Editing in Print Preview + href: print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md + - name: Zooming + href: print-preview/print-preview-for-wpf/zooming.md + - name: Passing Parameter Values + href: print-preview/print-preview-for-wpf/passing-parameter-values.md + - name: Changing a Watermark + href: print-preview/print-preview-for-wpf/changing-a-watermark.md + - name: Exporting + items: + - name: Exporting + href: print-preview/print-preview-for-wpf/exporting/exporting.md + - name: Copying to the Clipboard + href: print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md + - name: PDF-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md + - name: HTML-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md + - name: MHT-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md + - name: RTF-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md + - name: DOCX-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md + - name: XLS-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md + - name: XLSX-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md + - name: CSV-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md + - name: Text-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md + - name: Image-Specific Export Options + href: print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer.md similarity index 98% rename from reporting-for-web/articles/document-viewer.md rename to eud-for-devexpress-reports/reporting-for-web/document-viewer.md index 39c82623bd..4b99371dbb 100644 --- a/reporting-for-web/articles/document-viewer.md +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer.md @@ -10,7 +10,7 @@ The Web Document Viewer displays an interactive preview of a document generated The Viewer has a toolbar with commands that allows you to view, navigate, print and export the document. The Viewr's side panel has tabs that open the **Parameters** panel to specify report parameters, the **Export Options** panel to specify export settings for different formats, the **Search** panel for text search in the document, and the **Document Map** that allows you to navigate the bookmarks in the document. -![web-document-viewer](../images/img126958.png) +![web-document-viewer](./images/img126958.png)   diff --git a/reporting-for-web/articles/document-viewer/content-editing.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/content-editing.md similarity index 81% rename from reporting-for-web/articles/document-viewer/content-editing.md rename to eud-for-devexpress-reports/reporting-for-web/document-viewer/content-editing.md index 47b815f62b..7e23d046dc 100644 --- a/reporting-for-web/articles/document-viewer/content-editing.md +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/content-editing.md @@ -1,17 +1,17 @@ ---- -title: Content Editing -author: Anna Gubareva -legacyId: 118015 ---- -# Content Editing -A report may contain elements with editable fields, and you can edit field values in the Document Viewer. - -![eud-web-report-editing-fields-button](../../images/img126947.png) - -**Highlight Editing Fields** - -To highlight all editable fields in the document, click the **Highlight Editing Fields** button on the toolbar. This button is disabled if there are no such fields in the document. - -When you click an editable field, the appropriate editor is invoked. You can edit text in labels and table cells, and switch check box states. For image elements, you can change pictures, specify size mode and alighnment. - -![eud-web-print-preview-content-editing](../../images/img126953.png) \ No newline at end of file +--- +title: Content Editing +author: Anna Gubareva +legacyId: 118015 +--- +# Content Editing +A report may contain elements with editable fields, and you can edit field values in the Document Viewer. + +![eud-web-report-editing-fields-button](../images/img126947.png) + +**Highlight Editing Fields** + +To highlight all editable fields in the document, click the **Highlight Editing Fields** button on the toolbar. This button is disabled if there are no such fields in the document. + +When you click an editable field, the appropriate editor is invoked. You can edit text in labels and table cells, and switch check box states. For image elements, you can change pictures, specify size mode and alighnment. + +![eud-web-print-preview-content-editing](../images/img126953.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/csv-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/csv-specific-export-options.md new file mode 100644 index 0000000000..1052bcdadd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/csv-specific-export-options.md @@ -0,0 +1,27 @@ +--- +title: CSV Export Options +author: Anna Gubareva +legacyId: 115376 +--- +# CSV Export Options +Before [exporting a document](export-a-document.md) to CSV format, you can specify CSV-specific options in the **Export Options** panel. + +![EUD_HTML5DV_CsvExportOptions](../../images/img121798.png) +* **Encoding** + + Specifies the encoding of the text-based file to which a report is exported. +* **Text Export Mode** + + Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. +* **Quote Strings with Separators** + + Specifies whether strings with separators should be placed in quotation marks in the exported document. +* **Separator** + + Specifies a symbol used to separate text elements (comma by default). +* **Skip Empty Rows** + + Specifies whether to include empty rows into the resulting file. +* **Skip Empty Columns** + + Specifies whether to include empty columns into the resulting file. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/docx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/docx-specific-export-options.md new file mode 100644 index 0000000000..31650ecb1f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/docx-specific-export-options.md @@ -0,0 +1,47 @@ +--- +title: DOCX Export Options +author: Anna Gubareva +legacyId: 118919 +--- +# DOCX Export Options +Before [exporting a document](export-a-document.md) to DOCX format, you can specify DOCX-specific options in the **Export Options** panel. + +![web-report-designer](../../images/img129100.png) +* **Export Mode** + + Specifies how a document is exported to DOCX. The following modes are available. + * The **Single file** mode allows export of a document to a single file without dividing it into pages. + * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. + +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. + +* **Table Layout** + + The table-based layout is the default layout for reports exported in **Single File** mode. You can also use the **Table Layout** option to enable this layout for reports exported in **Single File Page By Page** mode. When you export a report to **DOCX** with the table-based layout, a table with merged cells is created to mimic the original layout of the report's controls. + +* **Keep Row Height** + + This option is enabled if you enable the **Table Layout** option. If you edit content inside the table after the export, the table cells grow to fit the new content size. Thus, the resulting document can differ from the initial document in **Print Preview**. To avoid this effect, enable the **Keep Row Height** option. If the option is set to **false** (the default value), row heights are not fixed. If you add a new line of text to a cell, the line increases the cell's row height. + +* **Rasterize Images** + + Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. + +* **Rasterization Resolution** + + Specifies the image resolution for raster images. + + +* **Export Page Breaks** + + Specifies whether to include page breaks in the exported DOCX file. +* **Export Watermarks** + + Specifies whether the exported document should include watermarks (if they exist). + +## Document Options +The **Document Options** complex property contains options which specify the **Document Properties** of the created DOCX file. Click the complex property's header to access its nested options. + +![EUD_HTML5DV_DocxDocumentOptions](../../images/img1218031.png) diff --git a/reporting-for-web/articles/document-viewer/exporting/export-a-document.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/export-a-document.md similarity index 87% rename from reporting-for-web/articles/document-viewer/exporting/export-a-document.md rename to eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/export-a-document.md index ae81c154e5..c1d8acc873 100644 --- a/reporting-for-web/articles/document-viewer/exporting/export-a-document.md +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/export-a-document.md @@ -1,32 +1,32 @@ ---- -title: Export a Document -author: Anna Gubareva -legacyId: 115375 ---- -# Export a Document -To export a document to one of the supported formats, click the **Export To** button on the Document Viewer toolbar and select the format from the invoked list. The available formats are PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, Text, CSV and Image. - -![EUD_HTML5DV_ExportToButton](../../../images/img121796.png) - -The exported document starts downloading. The browser may invoke a dialog that prompts you whether to save the exported file or open it in an associated application. - -![web-report-designer-properties-tab](../../../images/img24732.png) - -**Export Options** - -The Document Viewer allows you to view and edit export options for different formats in the **Export Options** panel. To invoke the panel, click the **Export Options** button on the Document Viewer side panel. - -![EUD_HTML5DV_ExportOptions](../../../images/img121797.png) - -The options are grouped by export format. Click the group header to expand the options group. Review the following help topics for information about format-specific options: - -* [CSV Export Options](csv-specific-export-options.md) -* [HTML Export Options](html-specific-export-options.md) -* [Image Export Options](image-specific-export-options.md) -* [MHT Export Options](mht-specific-export-options.md) -* [PDF Export Options](pdf-specific-export-options.md) -* [RTF Export Options](rtf-specific-export-options.md) -* [Text Export Options](text-specific-export-options.md) -* [XLS Export Options](xls-specific-export-options.md) -* [XLSX Export Options](xlsx-specific-export-options.md) +--- +title: Export a Document +author: Anna Gubareva +legacyId: 115375 +--- +# Export a Document +To export a document to one of the supported formats, click the **Export To** button on the Document Viewer toolbar and select the format from the invoked list. The available formats are PDF, XLS, XLSX, RTF, DOCX, MHT, HTML, Text, CSV and Image. + +![EUD_HTML5DV_ExportToButton](../../images/img121796.png) + +The exported document starts downloading. The browser may invoke a dialog that prompts you whether to save the exported file or open it in an associated application. + +![web-report-designer-properties-tab](../../images/img24732.png) + +**Export Options** + +The Document Viewer allows you to view and edit export options for different formats in the **Export Options** panel. To invoke the panel, click the **Export Options** button on the Document Viewer side panel. + +![EUD_HTML5DV_ExportOptions](../../images/img121797.png) + +The options are grouped by export format. Click the group header to expand the options group. Review the following help topics for information about format-specific options: + +* [CSV Export Options](csv-specific-export-options.md) +* [HTML Export Options](html-specific-export-options.md) +* [Image Export Options](image-specific-export-options.md) +* [MHT Export Options](mht-specific-export-options.md) +* [PDF Export Options](pdf-specific-export-options.md) +* [RTF Export Options](rtf-specific-export-options.md) +* [Text Export Options](text-specific-export-options.md) +* [XLS Export Options](xls-specific-export-options.md) +* [XLSX Export Options](xlsx-specific-export-options.md) * [DOCX Export Options](docx-specific-export-options.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/html-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/html-specific-export-options.md new file mode 100644 index 0000000000..f2ac5550b5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/html-specific-export-options.md @@ -0,0 +1,45 @@ +--- +title: HTML Export Options +author: Anna Gubareva +legacyId: 115377 +--- +# HTML Export Options +Before [exporting a document](export-a-document.md) to HTML format, you can specify HTML-specific options in the **Export Options** panel. + +![EUD_HTML5DV_HtmlExportOptions](../../images/img121799.png) +* **Export Mode** + + Specifies how a document is exported to HTML. The following modes are available. + * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. + * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. +* **Page Border Color** + + Specifies the color of page borders. +* **Page Border Width** + + Specifies the width (in pixels) of page borders. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Rasterization Resolution** + + Specifies the image resolution for raster images. +* **Title** + + Specifies the title of the created document. +* **Table Layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Use HRef Hyperlinks** + + Specifies whether to enable the use of standard HTML link references in document navigation. + +* **Remove Secondary Symbols** + + Specifies whether to remove all secondary symbols (for instance, **Space**, **Carriage Return**, etc.) in the resulting document to reduce its size. +* **Export Watermarks** + + Specifies whether to export watermarks to HTML along with the rest of the document content. +* **Character Set** + + Specifies the character set for the HTML document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/image-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/image-specific-export-options.md new file mode 100644 index 0000000000..7abf8881df --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/image-specific-export-options.md @@ -0,0 +1,29 @@ +--- +title: Image Export Options +author: Anna Gubareva +legacyId: 115378 +--- +# Image Export Options +Before [exporting a document](export-a-document.md) to an image, you can specify Image-specific options in the **Export Options** panel. + +![EUD_HTML5DV_ImageExportOptions](../../images/img121800.png) +* **Export Mode** + + Specifies how a document is exported to an image. The following modes are available. + * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. + * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. +* **Page Border Color** + + Specifies the color of page borders. +* **Page Border Width** + + Specifies the width (in pixels) of page borders. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Resolution** + + Specifies the required image resolution (in dpi). +* **Format** + + Specifies an image format to export a document. Available formats are BMP, GIF, JPEG, PNG, EMF, WMF and TIFF. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/mht-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/mht-specific-export-options.md new file mode 100644 index 0000000000..684991fff0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/mht-specific-export-options.md @@ -0,0 +1,42 @@ +--- +title: MHT Export Options +author: Anna Gubareva +legacyId: 115379 +--- +# MHT Export Options +Before [exporting a document](export-a-document.md) to MHT format, you can specify MHT-specific options in the **Export Options** panel. + +![EUD_HTML5DV_MhtExportOptions](../../images/img121801.png) +* **Export Mode** + + Specifies how a document is exported to MHT. The following modes are available. + * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. + * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. +* **Page Border Color** + + Specifies the color of page borders. +* **Page Border Width** + + Specifies the width (in pixels) of page borders. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Title** + + Specifies a title of the created MHT file. +* **Character Set** + + Specifies the encoding name used in the exported document. +* **Table Layout** + + Specifies whether to use table or non-table layout in the resulting document. +* **Use HRef Hyperlinks** + + Specifies whether to enable the use of standard HTML link references in document navigation. + +* **Remove Secondary Symbols** + + Specifies whether to remove all secondary symbols (for instance, **Space**, **Carriage Return**, etc.) in the resulting document to reduce its size. +* **Export Watermarks** + + Specifies whether to export watermarks to HTML along with the rest of the document content. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/pdf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/pdf-specific-export-options.md new file mode 100644 index 0000000000..50315baf17 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/pdf-specific-export-options.md @@ -0,0 +1,63 @@ +--- +title: PDF Export Options +author: Anna Gubareva +legacyId: 115380 +--- +# PDF Export Options + +Before [exporting a document](export-a-document.md) to PDF, you can specify PDF-specific options in the **Export Options** panel. + +![EUD_HTML5DV_PdfExportOptions](../../images/img121802.png) + +## General Options + +* **Signatures** + + Provides access to digital signatures. Select a signature to sign the document on export to PDF. +* **Convert Images to Jpeg** + + Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. +* **Show Print Dialog on Open** + + Specifies whether the **Print** dialog should be displayed when the resulting PDF file is opened in an appropriate application. +* **Never Embedded Fonts** + + Specifies font names which should not be embedded into the resulting file. To separate fonts, use semicolons. +* **Export Editing Fields To AcroForms** + + Specifies whether to convert a report's editing fields to interactive forms. + +* **Image Quality** + + Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. +* **PDF A Compatibility** + + Specifies document compatibility with the **PDF/A** specification. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Rasterization Resolution** + + Specifies the image resolution for raster images. + +## Document Options +The **Document Options** complex property contains options which specify the **Document Properties** of the created PDF file. Click the complex property's header to access its nested options. + +![EUD_HTML5DV_PdfDocumentOptions](../../images/img121803.png) + +## PDF Password Security Options +This complex property allows you to adjust the security options of the resulting PDF file. + +![EUD_HTML5DV_PdfSecurityOptions](../../images/img121804.png) +* **Open Password** + + Specifies the password for opening the exported PDF document. +* **Encryption Level** + + Specifies the algorithm used to encrypt PDF content. +* **Permissions Password** + + Specifies the PDF permissions password for the document. +* **PDF Permissions Options** + + Provides access to the options which specify the permissions for printing, changing, copying, and accessing the exported document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/rtf-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/rtf-specific-export-options.md new file mode 100644 index 0000000000..21c5c2c10b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/rtf-specific-export-options.md @@ -0,0 +1,27 @@ +--- +title: RTF Export Options +author: Anna Gubareva +legacyId: 115381 +--- +# RTF Export Options +Before [exporting a document](export-a-document.md) to RTF, you can specify RTF-specific options in the **Export Options** panel. + +![EUD_HTML5DV_RtfExportOptions](../../images/img121805.png) +* **Export Mode** + + Specifies how a document is exported to RTF. The following modes are available. + * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. + * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Range** and **Export Watermark** options are available. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Rasterization Resolution** + + Specifies the image resolution for raster images. +* **Export Page Breaks** + + Specifies whether to include page breaks in the exported RTF file. + +* **Export Watermarks** + + Specifies whether watermarks (if they exist) should be included into the resulting file. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/text-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/text-specific-export-options.md new file mode 100644 index 0000000000..156024ae09 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/text-specific-export-options.md @@ -0,0 +1,21 @@ +--- +title: Text Export Options +author: Anna Gubareva +legacyId: 115382 +--- +# Text Export Options +Before [exporting a document](export-a-document.md) to TXT format, you can specify TXT-specific options in the **Export Options** panel. + +![EUD_HTML5DV_TextExportOptions](../../images/img121806.png) +* **Encoding** + + Specifies the encoding used in the exported document. +* **Quote Strings with Separators** + + Specifies whether strings with separators should be placed in quotation marks in the exported document. +* **Separator** + + Specifies a symbol to separate text elements (TAB by default). +* **Text Export Mode** + + Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the text file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xls-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xls-specific-export-options.md new file mode 100644 index 0000000000..94800d2d7f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xls-specific-export-options.md @@ -0,0 +1,73 @@ +--- +title: XLS Export Options +author: Anna Gubareva +legacyId: 115383 +--- +# XLS Export Options +Before [exporting a document](export-a-document.md) to XLS format, you can specify XLS-specific options in the **Export Options** panel. + +![EUD_HTML5DV_XlsExportOptions](../../images/img121833.png) +* **Export Mode** + + Specifies how a document is exported to XLS. +* **Suppress 256 Columns Warning** + + Specifies whether to suppress the exception that raises when trying to export a document to an XLS file with more than 256 columns. +* **Suppress 65536 Rows Warning** + + Specifies whether to suppress the exception that raises when trying to export a document to an XLS file with more than 65536 rows. +* **Workbook Color Palette Compliance** + + Specifies the color palette compatibility mode with different workbook versions. The workbook palette can store no more than **56** colors. If you select the **ReducePaletteExactColors** value, original color values are kept, but only the first **56** colors are included in the palette. Choose **AdjustColorsToDefaultPalette** to degrade the color values to match the **56** standard colors of the default workbook palette. +* **Export Hyperlinks** + + Specifies whether hyperlinks should be exported to the XLS document. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Raw Data Mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. +* **Sheet Name** + + Specifies the name of the sheet in the created XLS file. +* **Show Grid Lines** + + Specifies whether grid lines should be visible in the resulting XLS file. +* **Text Export Mode** + + Specifies whether value formatting should be converted to the native XLS format string (if it is possible), or embedded into cell values as plain text. +* **Rasterize Images** + + Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. +* **Rasterization Resolution** + + Specifies the image resolution for raster images. +* **Fit To Printed Page Width** + + Shrinks the width of the exported document's printout to one page. +* **Fit To Printed Page Height** + + Shrinks the height of the exported document's printout to one page. +* **Ignore Errors** + + Specifies the document errors to be ignored in a resulting XLS file. +* **Right To Left Document** + + If you use right-to-left fonts in a report, enable the **Right-to-Left Document** option to use the right-to-left layout for sheets in the exported XLS file. + +## Document Options +The **Document Options** complex property contains options which specify the **Document Properties** of the created XLS file. Click the complex property's header to access its nested options. + +![EUD_HTML5DV_XlsDocumentOptions](../../images/img1218331.png) + +## Encryption Options +This complex property allows you to adjust the encryption options of the resulting XLS file. + +![EUD_HTML5DV_PdfSecurityOptions](../../images/img1218332.png) +* **Type** + Specifies one of the following encryption types: + * Strong (default) type uses the **Agile Encryption** mechanism. + * Compatible type uses the **Standard Encryption** that is compatible with Excel 2007. +* **Password** + Sets a password for the exported XLS file. XLS files support **ARC4** encryption (except for **RC4CryptoAPI**). Passwords for XLS files are stored as plain text in report definitions. Ensure that only trusted parties have access to report definition files. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xlsx-specific-export-options.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xlsx-specific-export-options.md new file mode 100644 index 0000000000..98a7b9751e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/exporting/xlsx-specific-export-options.md @@ -0,0 +1,67 @@ +--- +title: XLSX-Specific Export Options +author: Anna Gubareva +legacyId: 115384 +--- +# XLSX-Specific Export Options +Before [exporting a document](export-a-document.md) to XLSX format, you can specify XLSX-specific options in the **Export Options** panel. + +![EUD_HTML5DV_XlsxExportOptions](../../images/img121837.png) +* **Export Mode** + + Specifies how a document is exported to XLSX. The following modes are available. + * The **Single File** mode allows exporting a document to a single file, without dividing it into pages. + * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Range** option is available. +* **Export Hyperlinks** + + Specifies whether to include hyperlinks into the resulting file. +* **Page Range** + + Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. +* **Raw Data Mode** + + Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. +* **Sheet Name** + + Specifies the name of the sheet in the created XLSX file. +* **Show Grid Lines** + + Specifies whether grid lines should be visible in the resulting XLSX file. +* **Text Export Mode** + + Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. +* **Rasterize Images** + + Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. +* **Rasterization Resolution** + + Specifies the image resolution for raster images. +* **Fit To Printed Page Width** + + Shrinks the width of the exported document's printout to one page. +* **Fit To Printed Page Height** + + Shrinks the height of the exported document's printout to one page. +* **Ignore Errors** + + Specifies the document errors to be ignored in a resulting XLS file. +* **Right To Left Document** + + If you use right-to-left fonts in a report, enable the **Right-to-Left Document** option to use the right-to-left layout for sheets in the exported XLSX file. + +## Document Options +The **Document Options** complex property contains options which specify the **Document Properties** of the created XLSX file. Click the complex property's header to access its nested options. + +![EUD_HTML5DV_XlsDocumentOptions](../../images/img1218331.png) + +## Encryption Options +This complex property allows you to adjust the encryption options of the resulting XLSX file. + +![EUD_HTML5DV_PdfSecurityOptions](../../images/img1218332.png) +* **Type** + Specifies one of the following encryption types: + * Strong (default) type uses the **Agile Encryption** mechanism. + * Compatible type uses the **Standard Encryption** that is compatible with Excel 2007. +* **Password** + Sets a password for the exported XLSX file. Passwords for XLSX files are stored as plain text in report definitions. Ensure that only trusted parties have access to report definition files. + diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/passing-parameter-values.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/passing-parameter-values.md new file mode 100644 index 0000000000..20957f3d80 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/passing-parameter-values.md @@ -0,0 +1,17 @@ +--- +title: Specify Parameter Values +author: Anna Gubareva +legacyId: 115385 +--- +# Specify Parameter Values +A report may contain parameters that allows you to control the data displayed in the document. + + ![EUD_HTML5DV_ParametersButton](../images/img121795.png) + + **Parameters** + +To invoke the **Preview Parameters** panel, click the **Parameters** button on the Document Viewer side panel. This panel allows you to specify parameter values that apply when the document preview generation starts. + +Use parameter editor to specify a parameter value and click **Submit**. After changing the current values, you can return to the original values by clicking **Reset**. + +![web-report-designer-preview-parameters-panel](../images/img24668.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/printing.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/printing.md new file mode 100644 index 0000000000..ce8b82c174 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/printing.md @@ -0,0 +1,25 @@ +--- +title: Print +author: Anna Gubareva +legacyId: 115404 +--- +# Print +The Web Document Viewer supports pixel perfect document rendering, that is, it displays a report document exactly how it appears on paper. The Web Document Viewer renders the report in PDF and invokes the **Print** dialog of the browser PDF plug-in. + +![web-designer-main-toolbar-print](../images/img121022.png) + +**Print** + +![web-designer-main-toolbar-print-page](../images/img121023.png) + +**Print Page** + +To print the entire document, click the **Print** button on the Viewer toolbar. Click the **Print Page** button to print the currently displayed document page. + +When you click any of these buttons, the Document Viewer attempts to detect the browser PDF plug-in and use it for printing. + +If the PDF plug-in is installed and enabled, its **Print** dialog is invoked. To print the document, specify the settings in this dialog and click **Print**. + +The Document Viewer also displays a dialog that allows you to download the PDF file in case the PDF plug-in is disabled or not installed, or print action fails. The resulting PDF file contains a script that starts printing the document immediately after it is opened in a compatible viewer. + +![Download PDF Instead of Print Dialog](../images/imgbvz001.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-between-pages.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-between-pages.md new file mode 100644 index 0000000000..988b991190 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-between-pages.md @@ -0,0 +1,10 @@ +--- +title: Navigate Between Pages +author: Anna Gubareva +legacyId: 115369 +--- +# Navigate Between Pages +To navigate to a specific page of a document, select the page number in the dropdown list in the Document Viewer toolbar. Use buttons to navigate to the first, previous, next or last page. + +![EUD_HTML5DV_NavigateToPage](../../images/img121838.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md new file mode 100644 index 0000000000..8b342291f0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md @@ -0,0 +1,15 @@ +--- +title: Navigate Using Bookmarks +author: Anna Gubareva +legacyId: 115370 +--- +# Navigate Using Bookmarks +If a report contains bookmarks, the **Document Map** tab is displayed, and you can use it to navigate between bookmarks. + +![eud-report-explorer-0](../../images/img120126.png) + +**Document Map** + +To open the panel that contains the document map, click the **Document Map** tab in the Document Viewer side panel. Click the bookmark in the document map to display a page with that bookmark. A document element associated with the bookmark is highlighted. + +![EUD_HTML5DV_DocumentMap](../../images/img121839.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/search-for-a-specific-text.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/search-for-a-specific-text.md new file mode 100644 index 0000000000..2d79b50d73 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/search-for-a-specific-text.md @@ -0,0 +1,17 @@ +--- +title: Search for Text +author: Anna Gubareva +legacyId: 115373 +--- +# Search for Text +To search for text in a document, click the **Search** tab in the Document Viwer side panel or the **Search** button in the toolbar. + +![EUD_HTML5DV_SearchButton](../../images/img121840.png) + +**Search** + +![EUD_HTML5DV_SearchPanel](../../images/img121841.png) + +The **Search** panel allows you to enter a string to find and specify whether to use case-sensitive search and whether it is required to match the whole word during the search. To start the search, press ENTER or click the **Search** button. Click **Stop** to stop the search process. You can use the **up** and **down** buttons to navigate the document's search results. + +The **Search** panel displays a list of matching words in the document. You can click the item in the **Search Result** list to navigate to the location in the document and highlight the element that contains the match. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/viewing-and-navigating/switch-display-mode.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/switch-display-mode.md similarity index 78% rename from reporting-for-web/articles/document-viewer/viewing-and-navigating/switch-display-mode.md rename to eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/switch-display-mode.md index b63a0bdb74..69bbcd4df9 100644 --- a/reporting-for-web/articles/document-viewer/viewing-and-navigating/switch-display-mode.md +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/switch-display-mode.md @@ -1,20 +1,20 @@ ---- -title: Switch Multipage Mode -author: Anna Gubareva -legacyId: 115386 ---- -# Switch Multipage Mode -You can switch between the Single Page and MultiPage modes with the **Toggle Multipage Mode** button located in the Document Viewer toolbar. - -![web-designer-main-toolbar-multipage](../../../images/img24556.png) - -**Toggle Multipage Mode** - - -In the default single page mode, the Document Viewer displays only one page. You can navigate between document pages with the navigation buttons and dropdown list (see [Navigate Between Pages](navigate-between-pages.md)). - -![EUD_HTML5DV_DefaultMode](../../../images/img121843.png) - -In the multipage mode, the Document Viewer displays several document pages, the pages can be partially visible. In addition to the standard navigation features, there is a vertical scroll bar that allows you to scroll through pages. - -![EUD_HTML5DV_MultipageMode](../../../images/img121844.png) \ No newline at end of file +--- +title: Switch Multipage Mode +author: Anna Gubareva +legacyId: 115386 +--- +# Switch Multipage Mode +You can switch between the Single Page and MultiPage modes with the **Toggle Multipage Mode** button located in the Document Viewer toolbar. + +![web-designer-main-toolbar-multipage](../../images/img24556.png) + +**Toggle Multipage Mode** + + +In the default single page mode, the Document Viewer displays only one page. You can navigate between document pages with the navigation buttons and dropdown list (see [Navigate Between Pages](navigate-between-pages.md)). + +![EUD_HTML5DV_DefaultMode](../../images/img121843.png) + +In the multipage mode, the Document Viewer displays several document pages, the pages can be partially visible. In addition to the standard navigation features, there is a vertical scroll bar that allows you to scroll through pages. + +![EUD_HTML5DV_MultipageMode](../../images/img121844.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/zooming.md b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/zooming.md new file mode 100644 index 0000000000..b7feba5d9a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/document-viewer/viewing-and-navigating/zooming.md @@ -0,0 +1,20 @@ +--- +title: Zoom +author: Anna Gubareva +legacyId: 115387 +--- +# Zoom +To zoom in or out of a document, click the **Zoom In** or **Zoom Out** + button on the Document Viewer toolbar. These buttons change the current zoom factor by 5 percent. + + ![web-designer-main-toolbar-zoom-in](../../images/img24546.png) + + Zoom In + +![web-designer-main-toolbar-zoom-out](../../images/img24547.png) + +Zoom Out + +You can enter the desired zoom factor in the combobox editor or select one of the zoom factor presets in the drop-down list. + +![EUD_HTML5DV_ZoomDropdown](../../images/img121845.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/images/acc-role-comparison.png b/eud-for-devexpress-reports/reporting-for-web/images/acc-role-comparison.png new file mode 100644 index 0000000000..f389140819 Binary files /dev/null and b/eud-for-devexpress-reports/reporting-for-web/images/acc-role-comparison.png differ diff --git a/reporting-for-web/images/add-new-parameter-dialog.png b/eud-for-devexpress-reports/reporting-for-web/images/add-new-parameter-dialog.png similarity index 100% rename from reporting-for-web/images/add-new-parameter-dialog.png 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-![](../images/eurd-web-report-designer-start-page.png) +![](./images/eurd-web-report-designer-start-page.png) * [First Look at the Report Designer](report-designer/first-look-at-the-report-designer.md) * [Add New Reports](report-designer/add-new-reports.md) diff --git a/reporting-for-web/articles/report-designer/add-extra-information.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information.md similarity index 100% rename from reporting-for-web/articles/report-designer/add-extra-information.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/add-watermarks-to-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/add-watermarks-to-a-report.md new file mode 100644 index 0000000000..40ecb83eb8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/add-watermarks-to-a-report.md @@ -0,0 +1,198 @@ +--- +title: Add Watermarks to a Report +--- +# Add Watermarks to a Report + +DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. + +This tutorial includes information about the following tasks: + +* How to add watermarks. + +* How to specify watermark settings. + +* How to use pre-printed forms. + +* How to define watermark accessibility settings. + +![Report with watermarks applied](../../images/eurd-web-add-watermarks-result.png) + +## Add a Watermark to a Report + +Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Watermark** node in the **Appearance** category. Click the Add button to create a watermark. + +![Watermark properties panel](../../images/eurd-web-add-watermarks-properties-panel.png) + +Specify watermark options, depending on the type of watermark you wish to add. + +### Specify Text Watermark Settings + +* Watermark Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Font Name + + The font of the watermark’s text. + +* Size + + The size of the watermark’s text. + +* Unit + + Specifies text measurement system. + +* Bold + + Formats the watermark’s text as bold. + +* Italic + + Formats the watermark’s text as italic. + +* Foreground Color + + The foreground color of the watermark’s text. + +* Text + + The watermark’s text. + +* Text Transparency + + The transparency of the watermark’s text. + +* Text Direction + + The incline of the watermark’s text. + +* Text Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +The added watermark is automatically displayed in the report in Preview mode. + +### Specify Picture Watermark Settings + +* Watermark Id + + The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). + +* Image Source + + Specifies the image that you wish to use as a watermark. + +* Image Position + + Specifies whether a watermark should be printed behind or in front of page content. + +* Image Transparency + + The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. + +* Image View Mode + + The mode in which a picture watermark is displayed. + +* Image Tiling + + Specifies whether a picture watermark should be tiled. + +* Image Alignment + + Specifies the horizontal or vertical alignment of the watermark. + +* Page Range + + The range of pages which contain a watermark. + +* Role + + Specifies the role of a text watermark in the exported PDF document. This value is used by assistive technologies. + +* Description + + Specifies the description of a text watermark used by assistive technologies. + +The added watermark is automatically displayed in the report in Preview mode. + +## Supply a Preprinted Form + +You can use a picture watermark as a template, to display an image of the preprinted form on the report's body at design time. + +To display a watermark at design time, expand the **Design** category and enable the **Draw the Watermark** property. + +![Draw watermark property](../../images/eurd-web-add-preprinted-watermark.png) + +The following image illustrates a report with a watermark shown at design time that contains a template of a preprinted form. + +![Template watermark at design time](../../images/eurd-web-add-a-template-watermark.png) + +Place report controls on the report's body according to the layout of the preprinted form. + +![Controls on template watermark](../../images/eurd-web-add-a-template-watermark-result.png) + +## Supported Image Formats + +A picture watermark supports the following formats: + +* BMP +* JPG / JPEG / JPE / JFIF +* GIF +* TIF / TIFF +* PNG +* ICO +* DIB +* RLE +* EMF / WMF +* SVG + +## Combine Text and a Picture in One Watermark + +You can display both text and a picture in one Watermark. Use the **Text Position** and **Image Position** options of the watermark to specify whether the text and picture should be displayed behind or in front of page content. + +For example, create a watermark and specify its text and picture settings. Set position of the text to **InFront** and position of the picture to **Behind**: + +As a result, the image is displayed behind the table, while the text is in front of the content: + +![Combined text and image watermark](../../images/eurd-web-watermark-text.png) + +## Display Watermarks According to the Specified Condition + +Bind the report's **Watermark Id** options to an expression to apply watermarks stored in the collection to specific report pages. This option allows you to apply a specific watermark to a page based on the **Watermark Id** or expression binding. + +![Watermark Id property](../../images/web-eud-watermark-id-option.png) + +For example, the following expression adds the created “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks to the first, odd, and even pages of a report: + +`Iif([Arguments.PageIndex]=0,'watermark1',Iif([Arguments.PageIndex]%2=0,'watermark2','watermark3'))` + +![Conditional watermarks on pages](../../images/eurd-web-watermark-image.png) + +## Watermark Accessibility Settings + +Use the following options to specify whether to include report watermarks in the logical structure of exported PDF documents: + +* For image watermarks that convey meaningful information, set the **Role** property to **Figure** and use the **Description** property to specify alternative text. + +* For text watermarks, set the **Role** property to **Paragraph** and use the **Description** property to specify alternative text. + +For purely decorative watermarks, retain the default value to treat the watermark as an artifact. + + + + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md new file mode 100644 index 0000000000..510fb568d5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md @@ -0,0 +1,24 @@ +--- +title: Display the Current Date and Time in a Report +author: Anna Vekhina +--- +# Display the Current Date and Time in a Report + +This tutorial demonstrates how to insert the current system date and time into a report using the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control. + +![](../../images/eurd-web-insert-datetime-result.png) + +Do the following to include information about the current date and time into a report: + +1. The current date and time are usually displayed in the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, click **Insert Report Header Band** in the context menu. + + ![](../../images/eurd-web-shaping-insert-report-header.png) +2. Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Report Header** band. + + ![](../../images/eurd-web-insert-date-time-add-pageinfo.png) +3. Set the control's **Page Information** property to *Current Date and Time*. + + ![](../../images/eurd-web-insert-datetime-set-pageinfo.png) +4. To apply a format string to the control's contents, type **Created at {0:h:mm tt dd MMMM yyyy}** into its **Text Format String** property. + + ![](../../images/eurd-web-insert-datetime-set-formatstring.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-user-name-in-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-user-name-in-a-report.md new file mode 100644 index 0000000000..6e53fbc374 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-extra-information/display-the-user-name-in-a-report.md @@ -0,0 +1,26 @@ +--- +title: Display the User Name in a Report +author: Anna Vekhina +--- +# Display the User Name in a Report + +This tutorial demonstrates how to insert the current user name in a report using the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control. + +![eurd-win-insert-username-result](../../images/eurd-web-insert-username-result.png) + +Do the following to insert the user name into a report: + +1. The user name is usually displayed in the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, click **Insert Report Header Band** in the context menu. + + ![](../../images/eurd-web-shaping-insert-report-header.png) + +2. Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Report Header** band. + + ![](../../images/eurd-web-insert-date-time-add-pageinfo.png) + +3. Set the control's **Page Information** property to *User Name*. + + ![](../../images/eurd-web-insert-username-set-pageinfo.png) +4. Next, to apply a format string to the control's contents, type **Current User: {0}** into its **Text Format String** property. + + ![](../../images/eurd-web-insert-username-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-navigation.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation.md similarity index 100% rename from reporting-for-web/articles/report-designer/add-navigation.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-a-table-of-contents.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-a-table-of-contents.md new file mode 100644 index 0000000000..03b5abda87 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-a-table-of-contents.md @@ -0,0 +1,27 @@ +--- +title: Create a Table of Contents +author: Anna Vekhina +--- +# Create a Table of Contents +This tutorial describes the steps to create a report with a table of contents. A table of contents is automatically created based on the [bookmarks](add-bookmarks-and-a-document-map.md) existing in a report. + +To create a table of contents in a report, do the following. +1. From the [Toolbox](../report-designer-tools/toolbox.md), drop the [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) control onto the [Report Header band](../introduction-to-banded-reports.md). + + ![](../../images/eurd-web-drop-table-of-contents.png) +2. Double-click the title of the table of contents and specify its text. + + ![](../../images/eurd-web-toc-change-title.png) +3. To customize the title appearance, use the **Level Title** option's settings available in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. + + ![](../../images/eurd-web-toc-level-title.png) +4. To customize the appearance of all other levels, use the **Level Default** option's settings. + + ![](../../images/eurd-web-toc-levet-default.png) +5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents and customize its properties. + + ![](../../images/eurd-web-toc-levels.png) + +The following image demonstrates the result in [Print Preview](../preview-print-and-export-reports.md): + +![](../../images/eurd-web-toc-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-bookmarks-and-a-document-map.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-bookmarks-and-a-document-map.md new file mode 100644 index 0000000000..4922d5f4ac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-bookmarks-and-a-document-map.md @@ -0,0 +1,46 @@ +--- +title: Add Bookmarks and a Document Map +author: Anna Vekhina +--- +# Add Bookmarks and a Document Map + +This document describes how to use bookmarks for mapping the report elements' hierarchy to the Document Map that is displayed in a [Print Preview](../preview-print-and-export-reports.md), and speeds up the navigation through complex reports. + +The example below is based on the following report: + +![](../../images/eurd-web-add-bookmark-source-report.png) + +This report displays products that are [grouped](../shape-report-data/group-and-sort-data/group-data.md) by the **CategoryName** field. + +The following image illustrates the resulting report with a hierarchical Document Map. Clicking any bookmark navigates the Print Preview to the document section containing the associated element. + +![](../../images/eurd-web-addbookmark_result.png) + +Use the following steps to generate a Document Map in your grouped report. + +1. Select the label placed in the **Group Header** band and switch to the [Expressions](../report-designer-tools/ui-panels/expressions-panel.md) panel. Click the **Bookmark** property's ellipsis button, and in the invoked [Expression Editor](../report-designer-tools/expression-editor.md), select the **CategoryName** data field. + + ![](../../images/eurd-web-addbookmark-set-bookmark-for-group.png) + + In the legacy binding mode (if the Designer does not provide the **Expressions** panel), you can specify this property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel's **Data Bindings** category. + + ![](../../images/eurd-web-addbookmark_legacy.png) +2. In the same way, select the label in the **Detail** band and bind its **Bookmark** property to the **ProductName** data field. + + ![](../../images/eurd-web-addbookmark-set-bookmarks-for-details.png) + + Most of the reporting controls (for example, [Table](../use-report-elements/use-tables.md), TableCell, [CheckBox](../use-report-elements/use-basic-report-controls/check-box.md), etc.) supports the **Bookmark** property. +3. Set the same label's **Parent Bookmark** property to the label in the group band. This arranges bookmarks into a parent-child structure reflecting the report elements' hierarchy in the Document Map. + + ![](../../images/eurd-web-addbookmark-bookmark-parent.png) + + > [!NOTE] + > Avoid cyclic bookmarks that occur when you assign two bookmarks as parents to each other. In this scenario, an exception raises when you attempt to create the report document. +4. Select the report itself and assign text to its **Bookmark** property to determine the root node's caption in the **Document Map**. + + ![](../../images/eurd-web-addbookmark-root-bookmark.png) + + The root bookmark displays the report name if you do not specify this property. + +> [!NOTE] +> Duplicated bookmarks are suppressed to prevent adding multiple bookmarks with the same name to a final document. You can disable the report's **Bookmark Duplicate Suppress** property to allow duplicated bookmarks. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-cross-references-and-hyperlinks.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-cross-references-and-hyperlinks.md new file mode 100644 index 0000000000..2d8ec3dc8f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-cross-references-and-hyperlinks.md @@ -0,0 +1,48 @@ +--- +title: Add Cross-References and Hyperlinks +author: Anna Vekhina +--- +# Add Cross-References and Hyperlinks + +This document describes how to make an element navigate to other elements in a report or external resources by clicking it in a Print Preview. + +## Add Cross-References +You can improve report navigation using a cross-reference because the link's target is in the same document. + +You can add a cross-reference for a [report control](../use-report-elements.md) by setting the following properties: + +1. Set the **Navigation Target** property to *_self* to specify that the link is in the same document. + +2. Set the **Navigation Url** property to the target control's **Name** property value. + + ![](../../images/eurd-web-crossreferences_set-target-url.png) + +In this case, the control behaves like a link meaning that the cursor automatically changes to a hand in a report's preview when hovering the control. You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for example, change the text's color to blue and underline it). + +![](../../images/eurd-web-crossreferences_result.png) + +The link uses the first occurrence if there are multiple instances of an object marked as a link's target. + +> [!TIP] +> A report's cross-references are preserved when [exporting it to PDF](../preview-print-and-export-reports.md). + +## Add Hyperlinks +A hyperlink means that a link's target is outside the report. + +You can use any control as a link by setting the **Navigation Url** property to the required target document's URL. + +![](../../images/eurd-web-hyperlinks-set-url.png) + +> [!NOTE] +> Remember to use the "http://" or "https://" prefix when specifying the URL. + +You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for instance, set the underlined text and blue color). + +The cursor automatically changes to a hand when hovering the control in a report's preview. + +![](../../images/eurd-web-hyperlinks-result.png) + +Use the link's **Navigation Target** property to specify where to open the target document (in the same preview window, in a new blank window, etc.). + +> [!TIP] +> A link's behavior is preserved when [exporting a report](../preview-print-and-export-reports.md) to most of the available formats (in particular to PDF, HTML, MHT, RTF and Excel). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-page-numbers.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-page-numbers.md new file mode 100644 index 0000000000..c4c51a1fa0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-navigation/add-page-numbers.md @@ -0,0 +1,52 @@ +--- +title: Add Page Numbers +author: Anna Vekhina +--- +# Add Page Numbers + +The tutorial describes how to add page numbers to your reports. + +## Add Page Numbers +Do the following to add page numbers to a report: + +- Create a [PageFooterBand](../introduction-to-banded-reports.md) in your report. To do this, select **Insert Page Footer Band** in the context menu. + + ![](../../images/eurd-web-add-page-footer.png) +- Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) to the **Page Footer** band. + + ![](../../images/eurd-web-drop-page-info.png) +- To change the control's display format, specify the **Text Format String** property (e.g., **Page {0} of {1}**, to display the current page number out of the total number of pages) in the **Page Info Tasks** category. + + ![](../../images/eurd-web-pageinfo-formatstring.png) + +The following image illustrates the resulting report: + +![](../../images/eurd-web-pageinfo_result.png) + +## Add Page Numbers for Groups +Do the following to make your report display page numbers for groups or detail reports: + +- Add the **Group Footer** band. To do this, select **Insert Group Footer Band** in the context menu. + + ![](../../images/eurd-web-report-bands-add-bands.png) + + > [!NOTE] + > You can force the group header and/or the group footer to be repeated on each page, using the GroupBand's **Repeat Every Page** property. +- Next, force each new group to start on a separate page. Otherwise, group page numbers will be calculated incorrectly. + + To do this, select the Group Footer, and set its **Page Break** property to *After the Band*. + + ![](../../images/eurd-web-pageinfo-pagebreak.png) +- Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Group Footer** (or **Group Header**) band. + + ![](../../images/eurd-web-drop-pageinfo-to-group-footer.png) +- Select the created control, and set its **Running Band** property to *GroupHeader1*. + + ![](../../images/eurd-web-pageinfo-runningband.png) + + > [!TIP] + > You can use the **Text Format String** and **Page Information** properties to adjust the way the control represents its contents. + +The following image illustrates the resulting report: + +![](../../images/eurd-web-pagenumbers-for-groups.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/add-new-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-new-reports.md new file mode 100644 index 0000000000..d07eb69658 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/add-new-reports.md @@ -0,0 +1,28 @@ +--- +title: Add New Reports +author: Anna Vekhina +--- +# Add New Reports + +This topic explains how to create a new report in the Report Designer. + +> [!Note] +> Before you start, make sure to [back up the current report](save-reports.md). + +## Create a New Blank Report + +In the designer [menu](report-designer-tools/menu.md), click **New**. + +![](../images/eurd-web-add-new-report.png) + +The created report contains three [bands](introduction-to-banded-reports.md) - **Top Margin**, **Detail**, and **Bottom Margin**. Refer to the [Use Report Elements](use-report-elements.md) section for information on how to add controls to the report. + + +## Create a New Report Using the Report Wizard + +In the designer [menu](report-designer-tools/menu.md), click **New via Wizard**. + +![](../images/eurd-web-add-new-report-via-wizard.png) + +Go through the wizard's pages to get a predesigned report. For more information about this option, refer to [Report Wizard](report-designer-tools/report-wizard.md). + diff --git a/reporting-for-web/articles/report-designer/bind-to-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data.md similarity index 100% rename from reporting-for-web/articles/report-designer/bind-to-data.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-database.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-database.md new file mode 100644 index 0000000000..f8283070e6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-database.md @@ -0,0 +1,55 @@ +--- +title: Bind a Report to a Database +author: Anna Vekhina +--- +# Bind a Report to a Database + +This tutorial illustrates how to bind a report to a database and specify a master-detail relationship between data source queries. + +## Add a New Data Source + +1. [Create a new blank report](../../report-designer/add-new-reports.md). +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. + + ![](../../images/eurd-web-data-source-menu.png) + + The menu contains this command if your software vendor has registered data connections in the application. + +1. Select **Database** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. Available database types depend on the data connections registered in the application for the Data Source Wizard. + + ![](../../images/eurd-web-data-source-wizard-select-db.png) + +1. Select the data connection and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-choose-a-data-connection.png) + +1. Choose which tables, views and/or stored procedures to add to a report and click **Next**. Select two or more tables to [create a master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md). + + ![](../../images/eurd-web-data-source-wizard-create-a-query-automatically.png) + + > [!NOTE] + > You can also create [custom queries](../report-designer-tools/data-source-wizard/specify-data-source-settings-database.md) to shape data at the data source level. Select **Queries** and click the plus button to add a new query. + > + > The invoked [Query Builder](../report-designer-tools/query-builder.md) allows you to join multiple tables, filter, sort, and group their data, and calculate various aggregate functions. + + +1. Set master-detail relationships on this wizard page. Hover the master table name, click the plus button and choose the detail table. + + ![](../../images/eurd-web-binding-data-source-wizard-master-detail-relations.png) + + Select the required key fields (columns) to connect tables. + + ![](../../images/eurd-web-binding-data-source-wizard-master-detail-key-fields.png) + + Click **Finish** to close the Data Source Wizard. + + +## Use an Existing Data Source + +You can bind your report to a predefined data source. Open the [Field List](../report-designer-tools/ui-panels/field-list.md) panel, click the **Add DataSource** button and select a data source from the drop-down list. + +![](../../images/eurd-web-binding-field-list-add-data-source.png) + +The Field List reflects the added SQL data source and its hierarchy. You can select the data source to edit it. + +![](../../images/eurd-web-binding-field-list-hierarchy.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md new file mode 100644 index 0000000000..b6836f9479 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md @@ -0,0 +1,77 @@ +--- +title: Bind a Report to a Federated Master-Detail Data Source +owner: Boris Zaitsev +--- +# Bind a Report to a Federated Master-Detail Data Source + +This topic describes how to create a federated data source that retrieves data from multiple data sources and sets the master-detail relationship between the queries. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/empty-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Customers` table of the **Northwind** database. + +3. [Add a JSON data source](../bind-to-data/bind-a-report-to-json-data.md) that retrieves product data from the **nwind.json** file. The **nwind.json** file is included in the sample web project if you create it from the Visual Studio template. + +The Field List pane in the End-User Report Designer appears as follows: + +![](../../images/eurd-web-federated-datasource-master-detail-field-list-before.png) + +## Create Data Federation + +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. + + ![](../../images/eurd-web-data-source-menu.png) + + +1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-select-data-federation.png) + +1. On the next page, enable check boxes for the SQL data source's table and the JSON data source. The selected items are included in data federation as separate queries. + + ![](../../images/eurd-web-data-federation-wizard-select-source-queries.png) + +1. Click the **+ (plus) element** command element in the **Configure master-detail relationships** pane, and specify the master-detail relationship as shown below: + + ![](../../images/eurd-web-data-federation-master-detail-relationship.png) + + Click **Finish** to complete the Data Source Wizard. + +1. The Data Source Wizard creates a new **FederationDataSource** that includes two queries with a master-detail relationship. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source's structure. + + ![](../../images/eurd-web-data-federation-master-detail-field-list.png) + +The Data Source Wizard specifies query names as follows: +* If the initial data source contains data at the root level (as the JSON data source), the federated query's name is equal to the data source name. +* If the initial data source contains one or more queries (as the SQL data source), the federated query's name consists of the data source name and query name separated by an underscore. + +## Manage the Federation Data Source + +You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. + +![](../../images/eurd-web-data-federation-master-detail-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../images/eurd-web-data-federation-master-detail-manage-queries-dialog.png) + +Click the query name in the list to invoke the text editor and change the name. + +![](../../images/eurd-web-data-federation-master-detail-manage-queries-dialog-change-name.png) + +The **Manage Queries** dialog allows you to add, modify, or delete queries. + +To add a new query, click the **Add query** drop-down in the bottom left corner and select the +query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. + +To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit a query. + +To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. + +> [!NOTE] +> Once you rename the query, update the **Data Member** properties for the DetailReport band and the Report itself. + + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md new file mode 100644 index 0000000000..b25abd7c70 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md @@ -0,0 +1,113 @@ +--- +title: Bind a Report to a Join-Based Federated Data Source +owner: Boris Zaitsev +--- +# Bind a Report to a Join-Based Federated Data Source + +This topic describes how to create a federated data source that joins data from multiple data sources into a single query. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/empty-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Invoices` view of the **Northwind** database. + +3. [Add a JSON data source](../bind-to-data/bind-a-report-to-json-data.md) that retrieves customer data from the [https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json](https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json) location. + + ![](../../images/eurd-web-federated-datasource-json-datasource.png) + +## Create Data Federation + +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. + + ![](../../images/eurd-web-data-source-menu.png) + + +1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-select-data-federation.png) + +1. On the next page, click the **+ (plus) button** and select **Join** to add a Join query. + + ![](../../images/eurd-web-data-federation-wizard-add-join-query.png) + +1. In the invoked [Query Builder](../report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. + + ![](../../images/eurd-web-data-federation-query-builder-drop-table.png) + +1. Drag and drop the JSON data source onto the design surface. + + ![](../../images/eurd-web-data-federation-query-builder-drop-json-table.png) + +1. Click a field in one table and drag it to the related field in another table to create a Join relationship. + + ![](../../images/eurd-web-data-federation-query-builder-create-join-relationship.png) + +1. Select the line that indicates a relationship and click the Edit button in the upper right corner of the design surface to invoke the Relation Properties editor. + + ![](../../images/eurd-web-data-federation-query-builder-relation-properties-editor.png) + + The editor allows you to change the join type and operator. + +1. Select the data fields that you want to include in the result set. + + ![](../../images/eurd-web-data-federation-query-builder-select-fields.png) + + You can specify a different name for a field. Click the field's **Alias** cell and enter the field name. + + +1. Click the **+ (plus) button** to add a field to the query. Click the field's **f-button** to switch to the Expression edit mode. + + ![](../../images/eurd-data-federation-query-builder-f-button.png) + +1. Click the **ellipsis (...)** in the field to invoke the [Expression Editor](../use-expressions.md) and construct an expression for the field value: + + ``` + [Invoices.UnitPrice] * [Invoices.Quantity] + ``` + + ![](../../images/eurd-web-data-federation-query-builder-construct-expression.png) + + Click **OK** to close the Expression Editor. + +1. Specify _Amount_ as the alias for the newly created calculated field. + + ![](../../images/eurd-web-data-federation-query-builder-calculated-field.png) + + Click **OK** to close the Query Builder. + +1. Click **Finish** to complete the Data Source Wizard. + + ![](../../images/eurd-web-data-federation-data-source-wizard-finish.png) + + The Wizard creates a new **FederationDataSource** that includes a single query. + +## Manage the Federation Data Source + +The federation data source is shown in the Field List. + +![](../../images/eurd-web-data-federation-data-source-field-list.png) + +When you create a federated query, its name is set to the name of the first table added to the query. You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. + +![](../../images/eurd-web-data-federation-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../images/eurd-web-data-federation-manage-queries-dialog.png) + +Click the query name in the list to invoke the text editor and change the name. + +![](../../images/eurd-web-data-federation-manage-queries-dialog-change-name.png) + +The **Manage Queries** dialog allows you to add, modify, or delete queries. + +To add a new query, click the **Add query** drop-down in the bottom left corner and select the query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. + +To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit the query. + +To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. + +> [!NOTE] +> Once you rename the query, update the report's **Data Member** property. + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md new file mode 100644 index 0000000000..80d5a07bb2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md @@ -0,0 +1,128 @@ +--- +title: Bind a Report to a Transformation-Based Data Source +author: Boris Zaitsev +--- + +# Bind a Report to a Transformation-Based Data Source + +If the data source contains hierarchical data, it can be transformed to flatten nested fields and display them as separate fields. If the data column is an array, you can unfold its values and display a new row of data for each element of the array. + +The following image illustrates the transformation applied to a complex JSON data source. + +![](../../images/eurd-web-federated-data-source-transformation.png) + +This help topic describes how to use the **Transformation** query of the **Federation Data Source** to flatten a JSON Data Source that contains nested data (collection property). + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/empty-report.md). + +1. [Add a JSON data source](../bind-to-data/bind-a-report-to-json-data.md) that uses the following JSON string: + + ``` + [ + { + "CategoryId": 1, + "CategoryName": "Beverages", + "Description": "Soft drinks, coffees, teas, beers, and ales", + "Products": [ + { + "ProductId": 1, + "ProductName": "Chai", + "SupplierId": 1, + "CategoryId": 1, + "QuantityPerUnit": "10 boxes x 20 bags", + "UnitPrice": 18.0000, + "UnitsInStock": 39, + "UnitsOnOrder": 0, + "ReorderLevel": 10, + "Discontinued": false, + "Supplier": null + }, + { + "ProductId": 2, + "ProductName": "Chang", + "SupplierId": 1, + "CategoryId": 1, + "QuantityPerUnit": "24 - 12 oz bottles", + "UnitPrice": 19.0000, + "UnitsInStock": 17, + "UnitsOnOrder": 40, + "ReorderLevel": 25, + "Discontinued": false, + "Supplier": null + } + ] + }, + { + "CategoryId": 2, + "CategoryName": "Condiments", + "Description": "Sweet and savory sauces, relishes, spreads, and seasonings", + "Products": [ + { + "ProductId": 3, + "ProductName": "Aniseed Syrup", + "SupplierId": 1, + "CategoryId": 2, + "QuantityPerUnit": "12 - 550 ml bottles", + "UnitPrice": 10.0000, + "UnitsInStock": 13, + "UnitsOnOrder": 70, + "ReorderLevel": 25, + "Discontinued": false, + "Supplier": null + }, + { + "ProductId": 4, + "ProductName": "Chef Anton's Cajun Seasoning", + "SupplierId": 2, + "CategoryId": 2, + "QuantityPerUnit": "48 - 6 oz jars", + "UnitPrice": 22.0000, + "UnitsInStock": 53, + "UnitsOnOrder": 0, + "ReorderLevel": 0, + "Discontinued": false, + "Supplier": null + } + ] + } + ] + ``` +The created JSON data source is displayed in the Field List pane: + +![](../../images/eurd-web-federated-datasource-transformation-json-datasource.png) + +## Create Data Federation + +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. + + ![](../../images/eurd-web-data-source-menu.png) + + +1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-select-data-federation.png) + +1. On the next page, click the **+ (plus) button** and select **Transform** to add a Transformation query. + + ![](../../images/eurd-web-data-federation-wizard-add-transformation-query.png) + +1. The invoked [Query Builder](../report-designer-tools/query-builder.md) displays the columns that you can transform. + + ![](../../images/eurd-web-data-federation-transformation-query-builder.png) + +1. Select the **Transform** check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. + + ![](../../images/eurd-web-data-federation-transformation-query.png) + + Click **OK** to close the Query Builder window. + +1. Click **Finish** to create the data source. + + ![](../../images/eurd-web-data-federation-finish-data-source.png) + +The **Field List** displays the created Federation Data Source. + +![](../../images/eurd-web-data-federation-result.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md new file mode 100644 index 0000000000..bb58ccf8a7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md @@ -0,0 +1,85 @@ +--- +title: Bind a Report to a Union-Based Federated Data Source +author: Boris Zaitsev +--- + +# Bind a Report to a Union-Based Federated Data Source + +This topic describes how to create a union-based federated data source that combines two tables from different data sources by appending rows from one table to another. + +## Create a Report and Data Sources + +1. [Create a new blank report](../report-designer-tools/report-wizard/empty-report.md). + +2. [Add a SQL data source](../bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Customers` table of the **Northwind** database. + +3. [Add a JSON data source](../bind-to-data/bind-a-report-to-json-data.md) that retrieves supplier data from the [https://services.odata.org/v4/northwind/northwind.svc/Suppliers](https://services.odata.org/v4/northwind/northwind.svc/Suppliers) location. + + ![](../../images/eurd-web-federated-datasource-union-json-datasource.png) + +## Create Data Federation + +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. + + ![](../../images/eurd-web-data-source-menu.png) + + +1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-select-data-federation.png) + +1. On the next page, click the **+ (plus) button** and select **Union** to add a Union query. + + ![](../../images/eurd-web-data-federation-wizard-add-union-query.png) + +1. In the invoked [Query Builder](../report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. + + ![](../../images/eurd-web-data-federation-union-query-builder-drop-table.png) + +1. Drag and drop the JSON data source onto the design surface. + + ![](../../images/eurd-web-data-federation-union-query-builder-drop-json-table.png) + +1. The query includes only fields that have identical names and types in the original sources. You can specify a different name for a field. Click the field's **Alias** cell and enter the new field name, if necessary. + + You can select the **Union All** checkbox in the bottom left to prevent the removal of duplicate entries from the query result. + + Click **OK** to close the Query Builder window. + +1. Click **Finish** to complete the Data Source Wizard. + + ![](../../images/eurd-web-data-federation-union-data-source-wizard-finish.png) + + The Wizard creates a new **FederationDataSource** that includes similar data from both data sources. + + ![](../../images/eurd-web-data-federation-union-field-list.png) + + + + +## Manage the Federation Data Source + +When you create a federated query, its name is set to the name of the first table added to the query. You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. + +![](../../images/eurd-web-data-federation-union-rename-query.png) + +The **Manage Queries** dialog appears. + +![](../../images/eurd-web-data-federation-union-manage-queries-dialog.png) + +Click the query name in the list to invoke the text editor and change the name. + +![](../../images/eurd-web-data-federation-union-manage-queries-dialog-change-name.png) + +The **Manage Queries** dialog allows you to add, modify, or delete queries. + +To add a new query, click the **Add query** drop-down in the bottom left corner and select the query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. + +To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit a query. + +To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. + +> [!NOTE] +> Once you rename the query, update the report's **Data Member** property. + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md new file mode 100644 index 0000000000..3f71478617 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md @@ -0,0 +1,54 @@ +--- +title: 'Bind a Report to an Object Data Source' +author: Sergey Andreev +--- + +# Bind a Report to an Object Data Source + +This topic describes how to bind a report to object data at design time. + +## Add a New Data Source + +1. Select **Add Data Source** from the [designer menu](../report-designer-tools/menu.md). + + ![](../../images/eurd-web-data-source-menu.png) + + This invokes the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). + +2. Choose **Object** and click **Next**. + + ![](../../images/eurd-web-data-source-object.png) + +3. Specify data source settings on the next screen. + + ![](../../images/eurd-datasource-wizard-object-datasource.png) + + * Select a data object or constructor from the list. If you select a data object, its default constructor is used. + + ![](../../images/eurd-datasource-wizard-object-datasource-select-object.png) + + * Select the method that should provide data or select **Entire Object** to bind the report to the object's fields. + + ![](../../images/eurd-report-wizard-object-datasource-select-member.png) + + * Specify constructor and/or data member parameters, if required. + + ![](../../images/eurd-report-wizard-object-datasource-configure-parameters.png) + + You can use expressions to provide data source parameter values. Click the ![](../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor, or click the parameter's ellipsis button to launch the [Expression Editor](../report-designer-tools/expression-editor.md). You can use [report parameters](../use-report-parameters.md) in expressions to specify an input value for a data source parameter. + + ![](../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) + +Click **Finish** to close the Data Source Wizard. + +Once you finished the wizard, the data source becomes available in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + +![](../../images/eurd-report-wizard-object-datasource-result.png) + +## Configure Parameters + +Choose an **ObjectDataSource** component in the Field List and click **Edit Parameters**. Reconfigure the parameters on the invoked wizard page and click **Finish** to apply the changes. + +![](../../images/eurd-web-data-source-wizard-object-edit-parameters.png) + +For more information on how to set up an object data source, refer to the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-json-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-json-data.md new file mode 100644 index 0000000000..5862bb7ab8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/bind-a-report-to-json-data.md @@ -0,0 +1,73 @@ +--- +title: 'Bind a Report to JSON Data' +author: Mary +--- + +# Bind a Report to JSON Data + +This topic describes how to bind a report to JSON data. + +## Add a New Data Source + +1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. + + ![](../../images/eurd-web-data-source-menu.png) + + This invokes the Data Source Wizard. + +2. Choose the **JSON** option and click **Next**. + + ![JSON-SelectJSONDataSource](../../images/eurd-web-data-source-json.png) + +3. The next wizard page allows you to specify whether you want to use an existing data connection or create a new data connection. + + ![](../../images/eurd-web-data-source-wizard-json-choose-yes.png) + + If you prefer to create a new data connection, specify its settings. You can use a Web Service Endpoint, a filename, or a string with JSON data. In this example, the JSON data is obtained from a [JSON sample data location](https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json). + + ![](../../images/eurd-web-data-source-wizard-json-choose-web-service-endpoint-uri.png) + + Specify request parameters (username and password, path parameters, query parameters, or HTTP headers). + + - A path parameter appends a path element to a JSON endpoint URI. + - A query parameter specifies a HTTP request parameter that is passed to a JSON endpoint. + - A header parameter adds a custom HTTP header to JSON endpoint requests. + + ![](../../images/eurd-web-report-wizard-json-request-parameters.png) + + You can click the parameter's ![](../../images/eurd-web-f-button.png) button and use an expression to set the parameter value. + + - Click the **Value** property's ellipsis button. Specify the expression in the invoked [Expression Editor](../use-expressions/expressions-overview.md#expression-editor) and click **OK**. + + ![](../../images/eurd-web-data-source-wizard-json-http-headers-path-parameter-expression.png) + + - Expressions can include [report parameters](../use-report-parameters.md). In the **Expression Editor**, expand **Parameters**, select a report parameter to which you want to bind the path parameter, query parameter, or header parameter, and click **OK**. + + ![](../../images/eurd-web-data-source-wizard-json-http-headers-path-parameter-report-parameter.png) + + > [!NOTE] + > The Data Source Wizard sends a request to the endpoint with the specified parameters to populate the data source and build the data source schema. Ensure that the parameters are always set to the values that the endpoint expects. Otherwise, the Data Source Wizard generates an error on the next steps. + > For instance, if a user specifies the name of a JSON file in a parameter, specify the default file name in order to avoid an error. + + Path parameters, query parameters, and header parameters are included in endpoint requests in the same order as they are listed. Move a parameter up or down in the list to change its position in endpoint requests. + + The **Resulting URI** read-only field shows how the resulting JSON URI looks. + + ![](../../images/eurd-web-data-source-wizard-json-http-headers-resulting-uri.png) + +4. This wizard page also shows the specified JSON data's structure. You can choose all nodes or a subset of nodes. + + ![](../../images/eurd-web-data-source-wizard-json-select-data-filds.png) + + Uncheck the data fields that your report does not require. + + After you finish the wizard, it creates the **JsonDataSource** component. This component retrieves the checked data fields that the selected JSON element includes. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. + + ![JSON-FieldList](../../images/eurd-web-data-source-wizard-json-field-list.png) + + +## Customize the JSON Data Source Schema + +Choose the **JsonDataSource** component in the Field List and click **Edit Schema...**. Reconfigure data fields in the invoked wizard page. + +![JSON-EditSchema](../../images/eurd-web-data-source-wizard-json-edit-schema.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/specify-query-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/specify-query-parameters.md new file mode 100644 index 0000000000..9de9d524ee --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/bind-to-data/specify-query-parameters.md @@ -0,0 +1,88 @@ +--- +title: Specify Query Parameters +author: Anna Vekhina +--- +# Specify Query Parameters + +This document provides general information on query parameters and describes common ways of utilizing parametrized SQL queries to filter data at the data source level. + +## Query Parameters Overview +A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. + +The query parameter value is inserted into the resulting SQL query string in the "\@QueryParameterName" placeholder's position. + +Query parameters are used in the following scenarios: + +* When filtering report data at the data source level using the [Query Builder](../report-designer-tools/query-builder.md). + + The Query Builder helps you construct SQL queries when creating a new data-bound report or [binding an existing report to an SQL data source](bind-a-report-to-a-database.md), + + ![](../../images/eurd-web-query-parameters-create-query.png) + + You can add queries to an existing SQL data source or edit existing queries: + + ![](../../images/eurd-web-query-parameters-add-edit-queries.png) + + You can filter the constructed queries using query parameters. Expand the **Parameters** section in the **Query Builder** to add a new query parameter. + + ![](../../images/eurd-web-query-parameters-add-in-query-builder.png) + + Expand the **Query Properties** section and click the **Filter** property's ellipsis button to invoke the Filter Editor and filter data using the created query parameters. + + ![](../../images/eurd-web-query-parameters-in-filter-editor.png) + + The criteria based on the specified query parameters are added as an SQL statement's WHERE part. + +* When binding a report to a stored procedure provided by an SQL data source. + + The Data Source Wizard include the following page. + + ![](../../images/eurd-web-query-parameters-select-stored-procedure.png) + + If you select a stored procedure, the wizard creates a query parameter for each procedure parameter and allows you to configure the query parameters in the next **Configure query parameters** page. + + ![](../../images/eurd-web-query-parameters-for-stored-procedure.png) + +## Configure Query Parameters +The following properties are available for each query parameter: + +* **Name** - specifies the parameter's name. +* **Type** - specifies the parameter value's data type. +* **Expression** - determines whether the actual parameter value is static or generated dynamically. +* **Value** - determines the query parameter's actual value. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression. This is useful when you map the query parameter value to the [report parameter](../use-report-parameters.md) value. Refer to the next document section for more information. + +## Provide the Query Parameter Value +Below, you can see how a value is specified for a query parameter within the Data Source Wizard's page. You can also specify query parameter values in the Report Wizard or the Query Parameters dialog in the same way. + +* **Specifying a static value** + + Choose a query parameter's value type and set a static value to the **Value** property according to the selected type. + + ![](../../images/eurd-web-query-parameters-static-value.png) + +* **Providing a dynamic value** + + Create a complex expression by expanding the **Type** property's drop-down list and selecting **Expression**. + + ![](../../images/eurd-web-query-parameters-dynamic-expression.png) + + Click the **Value** property's ellipsis button and construct an expression in the invoked [Expression Editor](../report-designer-tools/expression-editor.md). You can map a report parameter that already exists in a report to a query parameter. + + ![](../../images/eurd-web-query-parameters-expression-editor.png) + +## Pass a Multi-Value Parameter Value to a Query +You can map [multi-value parameters](../use-report-parameters/multi-value-report-parameters.md) to query parameters. +For instance, the following query selects the orders whose IDs can be found within the values the _\@OrderID_ query parameter provides. + +![](../../images/eurd-web-query-parameters-map-to-multi-value-parameter.png) + +## Pass a Multi-Value Report Parameter Value to a Stored Procedure +You cannot pass a [multi-value parameter](../use-report-parameters/multi-value-report-parameters.md) value to a stored procedure directly. Use one of the following expression functions: + +* Use the [Join() expression function](../use-expressions/functions-in-expressions.md) to convert the array of parameter values to a string if you use MS SQL Server, MySQL or Oracle database systems. + + ![](../../images/eurd-web-query-parameters-join-expression-function.png) + +* Use the [CreateTable() expression function](../use-expressions/functions-in-expressions.md) to prepare a table using values of several multi-value parameters. + + ![](../../images/eurd-web-query-parameters-createtable-expression-function.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/configure-design-settings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings.md similarity index 100% rename from reporting-for-web/articles/report-designer/configure-design-settings.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-measurement-units.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-measurement-units.md new file mode 100644 index 0000000000..b9d58a6f98 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-measurement-units.md @@ -0,0 +1,19 @@ +--- +title: Change Report Measurement Units +author: Anna Vekhina +--- +# Change Report Measurement Units + +Most metrics of report elements (element locations, dimensions, and margins) can be expressed in units that correspond to one of the following systems of measurement. + +* **Imperial system**: hundredths of an inch, inches. + + This is the default system that is assigned to each new report. +* **Metric system**: tenths of a millimeter, millimeters. +* **Screen coordinates**: pixels. + +To assign a system of measurements to a report, use its **Measure Units** property. You can specify this property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. + +![](../../images/eurd-web-measure-units-in-properties-panel.png) + +When system of measurement changes, the Report Designer recalculates property values, and updates the layout of all report elements. The system of measurement determines the minimum increment with which an element's [location and size](../use-report-elements/manipulate-report-elements/arrange-report-controls.md) can be changed. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-page-settings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-page-settings.md new file mode 100644 index 0000000000..51d05e53d5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/change-a-report-page-settings.md @@ -0,0 +1,22 @@ +--- +title: Change Report Page Settings +author: Anna Vekhina +--- +# Change Report Page Settings + +You can use default printer settings or specify page settings in Report Designer. + + +## Specify the Report Page Settings + +You can specify the report page settings in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Expand the **Page Settings** category to access the options: + +![](../../images/eurd-web-specify-report-page-settings.png) + +You can set the page orientation and modify the margins. The margin values are expressed in the report's [measurement units](change-a-report-measurement-units.md). You can select from the predefined paper sizes (**Paper Kind** property), choose **Custom** and create your own paper size. + +These settings affect the report layout. After the settings change, you may notice red highlights which indicate that the controls go beyond the page width. + +![](../../images/eurd-web-report-controls-printing-warning.png) + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/enable-the-right-to-left-layout.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/enable-the-right-to-left-layout.md new file mode 100644 index 0000000000..1a3a41254f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/configure-design-settings/enable-the-right-to-left-layout.md @@ -0,0 +1,46 @@ +--- +title: Enable the Right-To-Left Layout +author: Anna Vekhina +--- +# Enable the Right-To-Left Layout + +The report and most of the report controls provide the **Right to Left** and **Right to Left Layout** property. + +![](../../images/eurd-web-right-to-left-yes-property.png) + +## Right to Left + +The property specifies content layout within a control (for most controls, this property affects the direction of their text, and for the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), this property also affects the check box position within the control). + +* **Disabled** + + ![](../../images/eurd-web-right-to-left-no.png) + +* **Enabled** + + ![](../../images/eurd-web-right-to-left-yes.png) + +Initially all report controls have this property set to **Inherit**, and when you enable it for a report, the setting is enabled for all report controls. + +The following controls support this feature: + +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) +* [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) +* [Panel](../use-report-elements/use-basic-report-controls/panel.md) +* [Cross Tab](../create-reports/cross-tab-reports.md) +* Pivot Grid (deprecated) +* [Table](../use-report-elements/use-tables.md) +* [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) + +For the **Panel** and **Table** controls, this option affects contained controls. + +## Right to Left Layout + +When the **Right To Left** property of a report is set to **Yes**, you can also enable the **Right To Left Layout** property that specifies the position of controls within [report bands](../introduction-to-banded-reports.md). Enabling the right-to-left layout will also swap the page margins of a document (you are not allowed to place controls outside the right page margin). + +![](../../images/eurd-web-right-to-left-layout.png) + +The coordinates of report controls remain unchanged, only the point and direction of reference change (the X coordinate is calculated based on the top right corner). + +The right-to-left layout is preserved when exporting a report to any [supported format](../preview-print-and-export-reports.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports.md new file mode 100644 index 0000000000..3da4b20377 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports.md @@ -0,0 +1,73 @@ +--- +title: Create Reports +author: Anna Vekhina +--- + +# Create Reports + +This section contains tutorials that explain how to create different reports. + +## Basic Reports + +### [Table Reports](create-reports/table-reports.md) +![](../images/table-report-preview.png) + +### [Vertical Reports](create-reports/vertical-reports.md) +![](../images/vertical-report-preview.png) + +### [Letters](create-reports/letters.md) +![](../images/letter-report-preview.png) + +## Reports with Hierarchical Data + +### [Master-Detail Reports with Detail Report Bands](create-reports/master-detail-reports-with-detail-report-bands.md) +![](../images/master-detail-with-detail-report-bands-preview.png) + +### [Master-Detail Reports with Subreports](create-reports/master-detail-reports-with-subreports.md) +![](../images/master-detail-with-subreport-preview.png) + +### [Hierarchical Reports](create-reports/hierarchical-reports.md) +![](../images/hierarchical-report-preview.png) + +## Invoice Reports + +### [Invoices](create-reports/invoices.md) +![](../images/manual-invoice-preview.png) + +## Cross-Tab Reports + +### [Cross-Tab Reports](create-reports/cross-tab-reports.md) + +![](../images/eurd-web-cross-tab-report-result.png) + +## Multi-Column Reports + +### [Labels and Badges](create-reports/labels-and-badges.md) +![](../images/labels-and-badges-report-preview.png) + +### [Multi-Column Reports](create-reports/multi-column-reports.md) +![](../images/multi-column-report-preview.png) + +## Interactive Reports + +You can add interactive elements to your report to customize it in Print Preview: + +### [Interactive E-Forms](create-reports/interactive-e-forms.md) +![](../images/interactive-eform-preview.png) + +> [!Note] +> See the [Provide Interactivity](provide-interactivity.md) section for information on how to provide drill-down and drill-through functionality in your reports. +> +> See [Use Report Parameters](use-report-parameters.md) for instructions on how to submit parameter values in Print Preview to customize your reports. + +## Layout Features + +### [Reports with Cross-Band Content and Populated Empty Space](create-reports/reports-with-cross-band-content-and-populated-empty-space.md) +![](../images/cross-band-and-populated-empty-space-report-preview.png) + +### [Reports with PDF content](create-reports/reports-merged-with-pdf.md) +![](../images/report-with-pdf-content-preview.png) + +### [Reports with a Visual PDF Signature](create-reports/reports-with-visual-pdf-signature.md) +![](../images/report-with-a-visual-pdf-signature.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/cross-tab-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/cross-tab-reports.md new file mode 100644 index 0000000000..8d8d3a82df --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/cross-tab-reports.md @@ -0,0 +1,124 @@ +--- +title: Cross-Tab Reports +author: Anna Vekhina +--- +# Cross-Tab Reports + +A cross-tab report displays complex multi-dimensional data, such as summary statistics, surveys, and market research information. This report uses a Cross Tab control that calculates automatic summaries and grand totals across grouped rows and columns. + +![](../../images/eurd-web-cross-tab-report-result.png) + +## Add a Cross Tab Control and Bind to Data + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. Drop the **Cross Tab** control from the [Toolbox](../report-designer-tools/toolbox.md) onto the [Detail band](../introduction-to-banded-reports.md). + + ![](../../images/eurd-web-add-cross-tab-to-report.png) + + You cannot place a Cross Tab in another report control ([Table Cell](../use-report-elements/use-tables.md) or [Panel](../use-report-elements/use-basic-report-controls/panel.md)). + +3. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. + + ![](../../images/eurd-web-add-data-source-menu.png) + + Navigate through the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md)'s pages to set up the data source. See the [Bind to Data](../bind-to-data.md) section for more information. + +4. Select the entire Cross Tab control. For this, click the designer surface outside the control and drag the mouse to the control until the entire control is selected. + + ![](../../images/eurd-web-select-cross-tab-control.gif) + +5. Bind the Cross Tab control to the data source. In the [Properties Panel](../report-designer-tools/ui-panels/properties-panel.md) expand the **CROSS TAB TASKS** section and specify the **Data Source** and **Data Member** properties. + + ![](../../images/eurd-web-cross-tab-bind-to-data-source.png) + + > [!NOTE] + > The Detail Band is repeated for each record in the query. A Cross-Tab placed in this band is also printed once per record. To print a Cross-Tab only once, place it in the Group Header or Group Footer. To print a single Cross-Tab across all Detail Bands, place it in the Group Header and enable the **Print Across Bands** option. + +## Define Cross Tab Fields + +1. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **ROW FIELDS** section to add a Row Field. Select the field name from the drop-down list: + + ![](../../images/eurd-web-cross-tab-specify-row.png) + + You can repeat these steps to add another row field. + +2. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **COLUMN FIELDS** section to add a Column Field. Select the field from the drop-down list: + + ![](../../images/eurd-web-cross-tab-specify-column.png) + + You can repeat these steps to add another column field. + + +3. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **DATA FIELDS** section to add a Data Field. Select the field from the drop-down list: + + ![](../../images/eurd-web-cross-tab-specify-data.png) + + +The resulting cross-tab control looks as follows: + +![](../../images/eurd-web-cross-tab-fields-defined.png) + + +## Specify Group Settings + +Select the Cross Tab cell bound to the `OrderDate` field and click its smart tag. Set the **GroupInterval** property to `DateQuarter` to group data by quarters. + +![](../../images/eurd-web-cross-tab-group-quarter.png) + +Switch to the **Report Viewer** to preview the result: + +![](../../images/eurd-web-cross-tab-preview-group-quarter.png) + +## Format Data + +1. Format the currency data. Hold down CTRL, and select the following cells: + + - the cell bound to the `ExtendedPrice` field + - the cells that display column and row totals + - the cells that display column and row grand totals + + ![](../../images/eurd-web-cross-tab-select-currency-data-cells.png) + + Switch to the Properties window and set the `TextFormatString` property to **{0:c}**. + + ![](../../images/eurd-web-cross-tab-format-currency-data-cells.png) + +2. Select the cell bound to the `OrderDate` field: + + ![](../../images/eurd-web-cross-tab-select-order-date-cell.png) + + Set the **Text Format String** option to `Quarter {0}`. + + ![](../../images/eurd-web-cross-tab-format-order-date-cell.png) + +Switch to the Report Viewer to observe the result: + +![](../../images/eurd-web-cross-tab-format-data-result.png) + + +## Customize Appearance + +1. Select the entire Cross Tab control, switch to the Properties window, and expand the **STYLES** section. Expand the **GENERAL STYLE** section and set the Border Color to 160, 160, 160. This value applies to all Cross Tab cells. + + ![](../../images/eurd-web-cross-tab-styles.png) + +2. Expand sections for the **HEADER AREA**, **DATA AREA** and **TOTAL AREA** styles and adjust the appearance as your needs dictate. + +## Adjust the Content Size + +Select the column bound to the **FullName** field and set the `ColumnAutoWidthMode` property to **ShrinkAndGrow**. The column width varies depending on the content. + +![Set Column Auto Width Property](../../images/eurd-web-cross-tab-report-column-auto-width-mode.png) + +## Adjust the Report Layout + +Specify the **Landscape** page orientation and set the **Vertical Content Splitting** option to `Smart` to prevent content from being split across pages. + +![Adjust the Layout](../../images/eurd-web-cross-tab-report-adjust-layout.png) + +## Observe the Result + +Switch to the **Report Viewer**. The resulting report is shown below: + +![Resulting Report](../../images/eurd-web-cross-tab-report-final-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/hierarchical-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/hierarchical-reports.md new file mode 100644 index 0000000000..afd2b1b720 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/hierarchical-reports.md @@ -0,0 +1,118 @@ +--- +title: Hierarchical Reports +author: Sergey Andreev +--- +# Hierarchical Reports + +This tutorial describes how to use the [detail band](../../report-designer/introduction-to-banded-reports.md)'s **Hierarchy Print Options** property to create a hierarchical report. + +![eurd-hierarchical-report-result](../../images/eurd-hierarchical-report-expressions-result.png) + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +1. [Bind the report](../bind-to-data.md) to a data source. + + ![eurd-hierarchical-report-bind-to-data](../../images/eurd-hierarchical-report-bind-to-data.png) + + Each record in the data source should include a field that defines the parent-child relationship and thus builds the hierarchy. + +1. Arrange controls on the report. + + - Add the [Report Header](../introduction-to-banded-reports.md) and [Page Header](../introduction-to-banded-reports.md) bands (see the **Manage Report Bands | Add Bands** section in the [Introduction to Banded Reports](../introduction-to-banded-reports.md) document for details). + + - Add [data-bound labels](../use-report-elements/use-basic-report-controls/label.md) to the **Detail** band. + + ![eurd-hierarchical-report-add-controls](../../images/eurd-hierarchical-report-add-controls.png) + + Switch to [PREVIEW](../preview-print-and-export-reports.md) to see an intermediate result. + + ![eurd-hierarchical-report-add-controls-result](../../images/eurd-hierarchical-report-add-controls-result.png) + +1. Switch back to **DESIGN**, select the **Detail** band, and type in "hier" in the **Search field** to navigate to the **Hierarchy Print Options** property pane. + + ![eurd-hierarchical-report-hierarchyprintoptions](../../images/eurd-hierarchical-report-hierarchyprintoptions.png) + + Set the following options: + + - **Key Field Name** and **Parent Field Name**, or **Child List Field Name** + Set the **Key Field Name** and **Parent Field Name** properties if your report's data has the Id-ParentID related fields. + Set the **Child List Field Name** property if your report's data is recursive. Assign the collection of child objects (records) if they have the same type as the parent objects (records). + + - **Indent** + Specify the child level node offset. + + - **Keep Together with First Child** + Specify whether to print a parent node together with its first child node on the next page if these nodes do not fit at the end of a page. + +1. Preview the result. + + ![eurd-hierarchical-report-hierarchyprintoptions-result](../../images/eurd-hierarchical-report-hierarchyprintoptions-result.png) + + As you can see in the image above, the **Detail** band that contains child rows is printed with the specified indent. However, the row (the sum of the label widths) does not fit the page now. + +1. Align labels. + + - Anchor the first data-bound label to the Detail band's left and right edges. Set the label's **Anchor Horizontally** property to **Both**. + + ![eurd-hierarchical-report-anchor](../../images/eurd-hierarchical-report-anchor.png) + + - Anchor the rest of the data-bound labels to the right edge of the Detail band (their container). Set their **Anchor Horizontal** property to **Right**. + + ![eurd-hierarchical-report-anchor-2](../../images/eurd-hierarchical-report-anchor-2.png) + +1. Preview the result. + + ![eurd-hierarchical-report-anchor-result](../../images/eurd-hierarchical-report-anchor-result.png) + +1. Add a **drill-down control** to expand/collapse child rows. + - Add a [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control to the **Detail** band at the left-most position. + + ![eurd-hierarchical-report-add-checkbox](../../images/eurd-hierarchical-report-add-checkbox.png) + + - Set the **Check Box** control's glyph options and remove the unnecessary "checkBox1" text. You can specify different images to indicate the checkbox state. In the **Custom Glyphs** section, specify the ![moveup](../../images/moveup.png) image for the **Checked** state, and the ![movedown](../../images/movedown.png) image for the **Unchecked** state. + + ![HierarchicalReport-CheckBoxProperties](../../images/eurd-hierarchical-report-checkbox-properties.png) + + - Set the **Detail** band's **Drill Down Control** property to the added **Check Box** control. + + ![HierarchicalReport-SetDrillDownControl](../../images/eurd-hierarchical-report-drilldown.png) + + - Click the **f-button** next to the **Check Box** control to invoke the **Expression Editor**, and assign the following expression to the **Check State** property: + ``` + Iif( [ReportItems.Detail1.DrillDownExpanded], 'Checked', 'Unchecked') + ``` + + ![HierarchicalReport-CheckStateExpression](../../images/eurd-hierarchical-report-checkstateexpression.png) + + - Preview the result: + + ![HierarchicalReport-DrillDownControl](../../images/eurd-hierarchical-report-checkbox-result.png) + +1. Sort report data. + + Use the Detail band's **Sort Fields** property to sort data. + + ![HierarchicalReport-SortFieldsProperty](../../images/eurd-hierarchical-report-sort-fields.png) + + Preview the result: + + ![HierarchicalReport-SortedData](../../images/eurd-hierarchical-report-sort-fields-result.png) + +1. Highlight root nodes. + + To format rows based on their nesting level, use the `CurrentRowHierarchyLevel` variable in expressions. Specify the following expressions for the **Detail** band's appearance properties: + + **Background Color**: + ``` + Iif([DataSource.CurrentRowHierarchyLevel] == 0, Rgb(231,235,244), ?) + ``` + **Font | Bold**: + ``` + [DataSource.CurrentRowHierarchyLevel] == 0 + ``` + + ![HierarchicalReport-ExpressionVariable](../../images/eurd-hierarchical-report-expressions.png) + + Preview the result: + + ![HierarchicalReport-HighlightedRootNodes](../../images/eurd-hierarchical-report-expressions-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/interactive-e-forms.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/interactive-e-forms.md new file mode 100644 index 0000000000..409b594cbb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/interactive-e-forms.md @@ -0,0 +1,60 @@ +--- +title: Interactive E-Forms +author: Anna Vekhina +--- +# Interactive E-Forms + +This tutorial describes how to create an electronic form and make it fillable directly in Print Preview before printing or exporting it. + +![](../../images/eurd-web-eform-result.png) + +To get started with this tutorial, [create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +## Add Form Fields + +Add the [Label](../use-report-elements/use-basic-report-controls/label.md) controls to the report and arrange them according to the form's template. Set the labels' **Text** property to the form's field names. + +![](../../images/eurd-web-eform-add-form-fields.png) + +## Add Fillable Cells + +Use the [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) control for the form's text fields. This control displays letters in individual cells and allows end users to fill these cells in Print Preview. + +1. Drop the **Character Comb** item from the Toolbox onto the report. + + ![](../../images/eurd-web-eform-add-character-comb.png) + +2. Select all the added controls, clear their text, switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Layout** category. Adjust cell settings, such as **Cell Width**, **Cell Height**, **Cell Horizontal Spacing**, etc. + + ![](../../images/eurd-web-eform-character-combs-cell-settings.png) + +3. Expand the **Behavior** category, select the **Edit Options** section and set the controls' **Enabled** property to **Yes** to enable content editing in Print Preview. + + ![](../../images/eurd-web-eform-character-combs-edit-options-enabled.png) + +## Add Check Box Editors + +1. Add two [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) controls to the report for selecting a gender (_Male/Female_ fields). Then, change their text and appearance settings. + + ![](../../images/eurd-web-eform-add-check-boxes.png) + +2. To enable switching check box states in Print Preview, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes** as you did before. To allow selecting only one option at a time, combine these check boxes into a logical group by specifying the same value for the **Group ID** property. + + ![](../../images/eurd-web-eform-check-boxes-edit-options.png) + +## Add the Signature Editor + +1. Add the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control for the form's _Signature_ field. + + ![](../../images/eurd-web-eform-add-picture-box.png) + +2. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and adjust control's appearance settings. Expand the **Behavior** category and select the **Edit Options** section. Set the **Enabled** property to **Yes** and the **Editor Name** property to signature to enable drawing in Print Preview. + + ![](../../images/eurd-web-eform-picture-box-enable-drawing.png) + +## Get the Result +The e-form report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. + +To highlight all editing fields available in the form, click the ![](../../images/eurd-web-eform-editing-fields-button.png) **Highlight Editing Fields** button on the Print Preview toolbar. Clicking a field invokes the appropriate editor. + +![](../../images/eurd-web-eform-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/invoices.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/invoices.md new file mode 100644 index 0000000000..5b75309919 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/invoices.md @@ -0,0 +1,201 @@ +--- +title: Invoices +author: Anna Vekhina +--- +# Invoices + +This tutorial describes how to create a simple invoice report displaying information about customers and their orders. You can perform similar steps to create various invoice layouts depending on your requirements. + +![](../../images/eurd-web-invoice-report-result.png) + +## Create a Report and Bind It to Data + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. + + ![](../../images/eurd-web-data-source-menu.png) + +3. Select **Database** on the first page of the invoked Data Source Wizard and click **Next**. + + ![](../../images/eurd-web-data-source-wizard-select-db.png) + +4. Select a data connection on the next page. + + ![](../../images/eurd-web-invoice-select-data-connection-in-wizard.png) + +5. On the same page, you can choose which tables, views and/or stored procedures to add to the report. + + Obtain data from two different tables to display information about customers and orders at the same hierarchical level in the report. Click the plus button for the **Queries** category to create a custom query. In the invoked [Query Builder](../report-designer-tools/query-builder.md), add the required data tables to a query and join them based on a key column. + + ![](../../images/eurd-web-invoice-join-tables-in-query-builder.png) + +6. On the same wizard page, select the data view providing order details for listing products included in each order in the invoice. + + ![](../../images/eurd-web-invoice-add-view.png) + +7. On the same page, specify a master-detail relationship between the queries. Select the required key fields (columns) to connect tables. + + ![](../../images/eurd-web-invoice-master-detail-relationships.png) + +8. Click **Finish** to complete the wizard. + +After these steps, make sure that an appropriate data member is assigned to the report. + +![](../../images/eurd-web-invoice-report-data-member.png) + +## Prepare the Master Report Layout +Create the master report layout to display basic information about customers and their orders. + +1. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and drop the required data fields onto the [Detail band](../introduction-to-banded-reports.md). New controls of appropriate types are automatically created and bound to the corresponding fields. + + ![](../../images/eurd-web-invoice-master-layout-dynamic-fields.png) + +2. Drop [Label](../use-report-elements/use-basic-report-controls/label.md) controls from the [Toolbox](../report-designer-tools/toolbox.md) onto the band to display static captions for specific data fields. + + ![](../../images/eurd-web-invoice-master-layout-static-labels.png) + +3. Double-click the added labels one after another and enter the required text. + + ![](../../images/eurd-web-invoice-master-layout-specify-static-text.png) + +4. Use the [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) control to separate data. + + ![](../../images/eurd-web-invoice-master-layout-add-line.png) + +## Prepare the Detail Report Layout +Perform the following steps to create a detail report and construct its layout to show the order details in a tabular form: + +1. From the the report's context menu, select the **Insert Detail Report Band** command to create a [Detail Report Band](../introduction-to-banded-reports.md). + + +2. Select the Detail Report band and select the master-detail relationship's name in the **Data Member** property's drop-down list. + + ![](../../images/eurd-web-invoice-bind-detail-report.png) + +3. Add dynamic content to the detail report. Go to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. This automatically creates a [Table](../use-report-elements/use-tables.md) control with table cells bound to the corresponding fields. + + You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. + + ![](../../images/eurd-web-invoice-detail-layout-add-dynamic-table.png) + +4. Add the Group Header band to the detail report to display captions for table columns. Select the Detail Report band and click **Insert Group Header Band** in the context menu. + + ![](../../images/eurd-web-underlay-report-addgroupheader.png) + +5. To create column headers, drop the [Table](../use-report-elements/use-tables/table-overview.md) control from the **Toolbox** onto the Group Header band and enter the required text in the table's cells. + + ![](../../images/eurd-web-invoice-detail-layout-add-table-headers.png) + +6. Select the Detail Report band, expand the **Behavior** category and set the band's **Page Break** property to **After the Band** to print each order on a separate page. + + ![](../../images/eurd-web-invoice-detail-report-page-break.png) + +## Create a Calculated Field +This section demonstrates how to create a [custom field](../shape-report-data/use-calculated-fields.md) whose values are calculated using a pre-defined expression. + +Do the following to evaluate an extended price based on the price, quantity and discount values obtained from a database: + +1. In the [Field List](../report-designer-tools/ui-panels/field-list.md), select the detail table and click **Add calculated field**. + + ![](../../images/eurd-web-invoice-add-calculated-field.png) + +2. Click the **Edit** button for the calculated field and change its name to **ExtendedPrice**. Click the **Expression** property's ellipsis button, and in the invoked [Expression Editor](../report-designer-tools/expression-editor.md), construct the expression based on the **UnitPrice**, **Quantity** and **Discount** fields. + + ![](../../images/eurd-web-invoice-calculated-field-expression.png) + +3. You can use the created calculated field as an ordinary data field. Add a cell to a table in the Detail band and drop the calculated field onto this cell. Additionally, create one more table cell in the Group Header for displaying the corresponding caption. + + ![](../../images/eurd-web-invoice-drop-calculated-field-onto-report.png) + + +## Format Data +The next step is to specify report elements' [value formatting](../shape-report-data/format-data.md) to improve displaying their incoming data. + +1. In the master report's Detail band, select controls bound to date fields while holding down CTRL. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Data** category and click the **Text Format String** property's ellipsis button. In the invoked **Format String Editor**, activate the **DateTime** category and select the format, for example, display dates as a month (name) followed by the day (number) and year (four digits). + + ![](../../images/eurd-web-invoice-format-date-fields.png) + +2. Select the table cell bound to the **Discount** data field in the detail report's Detail band. Expand the **Cell Tasks** category, click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, apply the **Percent** format. In this case, field values are multiplied by 100 and displayed with a percent symbol. + + ![](../../images/eurd-web-invoice-format-discount-field.png) + +3. In the detail report's Detail band, select the cells bound to the **UnitPrice** and **ExtendedPrice** fields. Invoke the **Format String Editor** once again and choose the format preset from the **Currency** category (for instance, **c2**). + +## Calculate a Summary +Do the following to calculate a total price for each order as a sum of **Extended Price** values: + +1. Add the Group Footer band to the detail report in the same way as the Group Header. + +2. Drop the Label control onto the added band and expand the **Label Tasks** category in the Properties panel. Select the **Summary** section and set the **Running** property to **Report** to calculate the summary for the entire detail report and click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../report-designer-tools/expression-editor.md), specify the following expression to calculate the total price: + + ![](../../images/eurd-web-invoice-specify-summary-function.png) + +3. Use the **Text Format String** property to format the summary's value (for instance, set it to **Total: {0:c2}**). + + ![](../../images/eurd-web-invoice-summary-format-string.png) + +## Sort Data +Perform the following steps to sort data in the detail report: + +1. Select the **Detail** band in the detail report. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the detail report's data by the required data field. + + ![](../../images/eurd-web-invoice-sort-data.png) + +2. Click the ![](../../images/eurd-web-order-ascending.png) or ![](../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. + + +## Customize the Report Appearance +Do the following to customize the report and its elements' appearance: + +1. Click the gray area around the design surface to select the report, and in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, specify the font settings. These settings are distributed to all report elements. + + ![](../../images/eurd-web-invoice-report-appearance-properties.png) + +2. You can adjust a control's font independently from its parent (for instance, make summary values bold). + + ![](../../images/eurd-web-invoice-report-control-appearance-properties.png) + +3. Change specific controls' (bound to date fields, price fields, etc.) text alignment using the **Text Alignment** property. + + ![](../../images/eurd-web-invoice-report-control-text-alignment.png) + +4. Create a global [visual style](../customize-appearance/report-visual-styles.md) to apply it afterwards to multiple controls. Switch to the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click the plus button ![](../../images/eurd-web-styles-create.png) to add a new report visual style. + + ![](../../images/eurd-web-invoice-add-style.png) + +5. Select the created style and click the **Properties** ![](../../images/eurd-web-styles-edit.png) button in the Report Explorer. This opens the Properties panel where you can adjust the settings of the selected style. + + ![](../../images/eurd-web-invoice-report-style-settings.png) + +6. Select report elements, expand the **Styles** category and choose a style in the **Style** property's drop-down list to apply the style to the selected elements. + + ![](../../images/eurd-web-invoice-apply-report-style.png) + +7. You can provide different appearances to alternating (odd and even) table rows in the detail report. Select the table and expand the **Styles** property in the Property Grid. Invoke the drop-down list for the **EvenStyle** property and select **New**. + + ![](../../images/eurd-web-invoice-create-even-style.png) + + Specify the created style's appearance settings (for example, background color). + +## Add Additional Information +Do the following to provide additional information to your invoices, such as the report name and current date: + +1. Add the Page Header band to the master report to display the required information on each invoice page. + +2. Drop the Label control from the **Toolbox** onto the Page Header, double-click the control and type "**Invoice**". Specify the required appearance settings (font, foreground color, etc.). + + ![](../../images/eurd-web-invoice-page-header-report-name.png) + +3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the Page Header band to display system date in the report. + + ![](../../images/eurd-web-invoice-add-page-info.png) + +4. Expand the **Page Info Tasks** category and set the **Page Information** property to **Current Date and Time**. Click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, select a date format as in the **Format Data** section above. + + ![](../../images/eurd-web-invoice-page-info-text-format-string.png) + +## View the Result +The invoice report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. + +![](../../images/eurd-web-invoice-report-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/labels-and-badges.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/labels-and-badges.md new file mode 100644 index 0000000000..8a7fd060d3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/labels-and-badges.md @@ -0,0 +1,36 @@ +--- +title: Labels and Badges +author: Anna Vekhina +--- +# Labels and Badges + +This tutorial describes the steps to create a label report that contains employee badges. + +![](../../images/eurd-web-label-report-result.png) + +1. [Create a new report](../add-new-reports.md) and [bind it](../bind-to-data.md) to a required data source (for instance, to a table that contains information about employees). + +2. Open the designer [menu](../report-designer-tools/menu.md) and click **New via Wizard**. + + ![](../../images/eurd-web-report-design-in-report-wizard.png) + +3. The wizard guides you through the process of creating a label report. Refer to [Label Report](../report-designer-tools/report-wizard/label-report.md) for detailed instructions on the wizard's steps. + + ![](../../images/eurd-web-fullscreen-report-wizard-label-report.png) + +4. After performing the above steps you will see that the report's Detail band is now divided into three differently colored areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. + + ![](../../images/eurd-web-label-wizard-result.png) + +5. Drop the required fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the available Detail band's area and adjust the layout. + + ![](../../images/eurd-web-label-report-layout.png) + + If required, you can apply [mail merge](../use-report-elements/use-embedded-fields-mail-merge.md) to combine several fields within the same [Label](../use-report-elements/use-basic-report-controls/label.md) control. + + For the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control, you can set its **Sizing** property to **Zoom Image**. + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. + +![](../../images/eurd-web-label-report-result.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/letters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/letters.md new file mode 100644 index 0000000000..a23463fa3e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/letters.md @@ -0,0 +1,22 @@ +--- +title: Letters +author: Anna Vekhina +--- +# Letters + +This tutorial describes the steps to create a mail merge report, in which data fields are embedded into a label's text that is replaced with corresponding data values on preview or export. + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + +3. Drop the [Label](../use-report-elements/use-basic-report-controls/label.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../images/eurd-web-letter-drop-label.png) + +4. Add the required text to the control and embed data fields' names into it, surrounded by **[** square brackets **]**, as shown in the following image: + + ![](../../images/eurd-web-letter-label-result.png) + +For more information about mail merge, refer to [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md new file mode 100644 index 0000000000..6f5c8a1afe --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md @@ -0,0 +1,36 @@ +--- +title: Master-Detail Report with Detail Report Bands +author: Natalia Kazakova +--- +# Master-Detail Report with Detail Report Bands + +This tutorial illustrates how to display hierarchical data in a master-detail report using nested [Detail Report bands](../introduction-to-banded-reports.md). This technique is effective if your data source contains a master-detail relationship. Another technique is described in the following topic: [Master-Detail Reports with Subreports)](master-detail-reports-with-subreports.md). + +![](../../images/eurd-web-master-detail-result.png) + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to the required data source and set up a master-detail relationship as described in the [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) topic. + +3. Drop data fields of the main table from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../images/eurd-web-master-detail-drop-fields-for-master-layout.png) + +4. Right-click the report and select **Insert Band**→**DetailBand** to create a [Detail Report Band](../introduction-to-banded-reports.md). + + ![](../../images/eurd-web-master-detail-insert-detail-report-band.png) + + Select the Detail Report band and select the master-detail relationship's name in the **Data Member** property's drop-down list. + + ![](../../images/eurd-web-master-detail-data-member-property.png) + +5. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. + + ![](../../images/eurd-web-master-detail-drop-fields-for-detail-layout.png) + + > [!NOTE] + > You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. Otherwise, the report will display only the first record of the detail table as many times as there are records in this table. + +6. Customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). + +Switch to [Preview](../preview-print-and-export-reports.md) to see the resulting report. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-subreports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-subreports.md new file mode 100644 index 0000000000..eb017ed25e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/master-detail-reports-with-subreports.md @@ -0,0 +1,73 @@ +--- +title: Master-Detail Reports with Subreports +author: Anna Vekhina +--- +# Master-Detail Reports with Subreports + +This tutorial demonstrates how to create a master-detail report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control. This approach is useful if your data source does not contain master-detail relationship or you prefer to store master and detail reports in different files. Another approach is described at [Create a Master-Detail Report (Use Detail Report Bands)](master-detail-reports-with-detail-report-bands.md). + +![](../../images/eurd-web-master-detail-result.png) + +## Create a Master Report + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md) to use it as a master report. + +2. [Bind the report](../bind-to-data.md) to a required data table. + +3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. + + ![](../../images/eurd-web-master-report-layout.png) + +## Create the Detail Report + +1. [Add one more blank report](../add-new-reports.md) to use it as a detail report. + +2. [Bind it to data](../bind-to-data.md). For instance, use another table of the same database as for the master report. + +3. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. + + ![](../../images/eurd-web-detail-report-layout.png) + +4. Add parameter to the detail report. Select the **Parameters** section in the **Field List** and click **Add parameter**. + + ![](../../images/eurd-web-parameters-add-parameter-via-field-list.png) + +5. Click the **Edit** button for the created parameter and specify the parameter's **Name** and **Type** as well as disable the **Visible** property. + + ![](../../images/eurd-web-detail-report-parameter-settings.png) + +6. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, expand the the control's **Tasks** category and click the **Filter String** property's ellipsis button. + + In the invoked [Filter Editor](../report-designer-tools/filter-editor.md), construct an expression where the required data field is compared to the created parameter. To access the parameter, invoke the drop-down list on the right and select **Parameter**. + + ![](../../images/eurd-web-detail-report-filter-string.png) + +7. Click **Save** | **Save As** in the designer [menu](../report-designer-tools/menu.md) to [save the detail report](../save-reports.md) to the server-side report storage. In the invoked standard **Save** dialog, specify the folder and file name. + + ![](../../images/eurd-web-detail-report-save-dialog.png) + + + +## Embed the Subreport + +1. Click the corresponding tab in the bottom left corner of the Design Surface to switch back to the master report. + + ![](../../images/eurd-web-master-report-subreport-switch-between-reports.png) + +2. Drop the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Detail** band. + + ![](../../images/eurd-web-master-report-add-subreport.png) + +3. Expand the **Subreport Tasks** category and select the previously saved detail report in the **Report Source URL** property's drop-down list. + + ![](../../images/eurd-web-master-report-subreport-report-source-url.png) + + You can double-click the added subreport to open the detail report. + +4. Bind the subreport's parameter used as a filter criterion to the master report's corresponding data field, which serve as a source of the parameter value. To do this, expand the **Data** category, select the **Parameter Bindings** section and add a new parameter binding. In the binding properties list, specify the data field to which you want to bind a subreport parameter and the name of the parameter that you want to bind. + + ![](../../images/eurd-web-master-report-subreport-parameter-binding.png) + +6. Customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/multi-column-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/multi-column-reports.md new file mode 100644 index 0000000000..976804b2ac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/multi-column-reports.md @@ -0,0 +1,77 @@ +--- +title: Multi-Column Reports +author: Anna Vekhina +--- +# Multi-Column Reports + +This document describes how to arrange report data in multiple columns, which can be used to create mailing labels, business cards or multi-column directories. + +![](../../images/eurd-web-multi-column-result.png) + +## Settings +To access the multi-column settings of a report's Detail band, switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Detail Tasks** or the **Behavior** category. + +![](../../images/eurd-web-multi-column-options.png) + +**Mode** + +Enables you to select one of the following modes: + +* **None** + + Disables the multi-column layout. + +* **Use Column Count** + + Makes the report display a specific number of columns based on the **Column Count** value. When this property is set to **1**, the report looks as though its multi-column layout is disabled. + +* **Use Column Width** + + Makes the report columns have a specific width based on the **Column Width** value. With this setting, the report displays as many columns as it is possible according to the specified column width, column spacing and report page size. + +**Column Spacing** + +Specifies the distance between adjacent columns. This value is measured in [report units](../configure-design-settings/change-a-report-measurement-units.md). + +**Layout** + +Specifies the preferred direction for arranging report data within columns. + +* **First Across, then Down** + + The report data is arranged horizontally and is wrapped to the next row on reaching the right page margin. + + ![](../../images/eurd-web-multi-column-across-then-down-ungrouped.png) + + When the report data is grouped, the multi-column layout is applied to each group individually. + + ![](../../images/eurd-web-multi-column-across-then-down-grouped.png) + +* **First Down, then Across** + + The report data is arranged vertically and is wrapped to the next column on reaching the bottom page margin. + + ![](../../images/eurd-web-multi-column-down-then-across-ungrouped.png) + + When the report data is grouped, you can make each group start on a new column by setting the **Page Break** property of the Group Footer to **After the Band**. + + ![](../../images/eurd-web-multi-column-down-then-across-grouped.png) + +## How It Works +The following image illustrates a report designer with a multi-column layout applied to the report: + +![](../../images/eurd-web-multi-column-layout.png) + +In multi-column mode, the report's design surface is limited to the area defined by the column width. This is the only area intended to contain report controls. + +The rest of this surface defines the space on a page remaining for printing columns and column spacing area. + +In the above image, the report data in the Detail band is contained within a [Panel](../use-report-elements/use-basic-report-controls/panel.md) that provides borders around the enclosed content. + +![](../../images/eurd-web-multi-column-panel-borders-property.png) + +You can also specify a custom background color for the Panel. To learn how to change this color dynamically (based on the report's underlying data), see [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md). + +When the report data is [grouped](../shape-report-data/group-and-sort-data/group-data.md) (as in the above image), and the **First Down, then Across** multi-column layout is used, you can make each group start on a new column. To do this, set the **Page Break** property of the Group Footer to **After the Band** or **After the Band, Except for the Last Entry**. When there is no data to display in the Group Footer, set the band height to zero. + +![](../../images/eurd-web-multi-column-band-page-break.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-merged-with-pdf.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-merged-with-pdf.md new file mode 100644 index 0000000000..e4720a6c1f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-merged-with-pdf.md @@ -0,0 +1,53 @@ +--- +title: Reports Merged with PDF +author: Sergey Andreev +--- +# Reports Merged with PDF + +This tutorial describes how to add PDF content to a report. + +![pdfcontentdemo-result](../../images/eurd-pdfcontentdemo-result.png) + +> [!TIP] +> The [Master-Detail Reports with Subreports)](master-detail-reports-with-subreports.md) topic describes another way to create a report that merges different documents. + +## Create a Report Layout + +Create a report that should include PDF content. + +![initial-report](../../images/eurd-pdfcontentdemo-initial-report.png) + +In this tutorial, the report shows a purchase order. A **Detail Report** band displays order details and customer information. An inner **Detail Report** band lists products included in an order. + +![initial-report](../../images/eurd-pdfcontentdemo-initial-preview.png) + +## Add PDF Content + +Add a PDF document for each product listed in an order. + +1. Add a **Detail Report** band at the location where you want to place PDF content. As PDF content is rendered on separate pages, the report from this tutorial includes this band at the bottom. Bind the new band to the same data member as in the [Create a Report Layout](#create-a-report-layout) section above. + + ![add-detail-report-for-pdf](../../images/eurd-pdfcontentdemo-add-detail-report-for-pdf.png) + +1. Select the added **Detail Report** band and specify its **Data Source** and **Data Member**. + + ![configure-detail-report-for-pdf](../../images/eurd-pdfcontentdemo-configure-detail-report-for-pdf.png) + +1. Drop the **PDF Content** item from the **Toolbox** onto the added band. + + ![drop-xrpdfcontent](../../images/eurd-pdfcontentdemo-drop-xrpdfcontent.png) + +1. Bind the dropped control to the source of PDF data. Select the control, switch to the [Properties Panel](../report-designer-tools/ui-panels/properties-panel.md), click the **Source** property's marker, and select **Source Expression**. In the invoked **Expression Editor**, select the data source field that stores PDF documents and click **OK**. + + ![bind-to-pdf-source](../../images/eurd-pdfcontentdemo-bind-to-pdf-source.png) + + > [!TIP] + > Other options are available to bind the **PDF Content** control to PDF data: + > * **Bind to a PDF file** + > Specify the file's URL in the control's **Source URL** property. The specified file should be available when a report is generated. + > * **Save the PDF content in the report** + > Click the **Source** property's ellipsis button and select the file from which to load the content. + +The report is ready and can be viewed in the **Preview** tab. Each PDF document is printed on a separate page and uses its own page settings. + +![pdfcontentdemo-result](../../images/eurd-pdfcontentdemo-result2.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md new file mode 100644 index 0000000000..d0b510866b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md @@ -0,0 +1,100 @@ +--- +title: 'Reports with Cross-Band Content and Populated Empty Space' +author: Sergey Andreev +--- +# Reports with Cross-Band Content and Populated Empty Space + +This document describes how to create a report with the following layout options: + +- Print part of the content across bands (the blue panel); +- Populate the empty space between the detail and footer information with blank rows. + +![](../../images/eurd-web-underlay-report-preview-6.png) + +## Initial Report + +In this tutorial, the report [groups data](../shape-report-data/group-and-sort-data.md) by a data source field (the report's group field). + +![](../../images/eurd-web-underlay-report-preview.png) + +The _GroupFooter_ band is displayed at the bottom of the page (the **Print At Bottom** property is enabled). There is an empty space between the **Detail** band's data and the footer. + +![](../../images/eurd-web-underlay-report-preview-0.png) + +## Add Line Numbers + +1. Select the first cell in the [Detail band](../introduction-to-banded-reports.md)'s table and click **Insert Column to the Left** from the cell's context menu. + + ![](../../images/eurd-web-underlay-report-add-cell.png) + +2. Select the new cell and set **Summary**/**Running** to _Group_. + + ![](../../images/eurd-web-underlay-report-add-line-numbers.png) + +3. Switch to the **Expressions** tab and click the **Text** property's ellipsis button. Specify the _sumRecordNumber()_ expression in the invoked Expression Editor. + + ![](../../images/eurd-web-underlay-report-add-line-numbers-2.png) + + Each row now includes a number. + +![](../../images/eurd-web-underlay-report-preview-3.png) + +## Populate the Empty Space + +Populate the empty space between the _Detail_ band's data and the footer. + +Select the _Detail_ band and enable the **Fill Empty Space** property. + +![](../../images/eurd-web-underlay-report-fillemptyspace.png) + +The empty space is now populated with numbered lines. + +![](../../images/eurd-web-underlay-report-preview-4.png) + +> [!NOTE] +> Set the **Text** properties of the _Detail_ band's controls to display static text within the added lines. + +## Add Cross-Band Data + +Add a panel with recipient details across the entire group. Place the panel on a separate _Group Header_ band that is printed on the background of other bands. + +1. Select the report and select **Insert Group Header** from the report's context menu + + ![](../../images/eurd-web-underlay-report-addgroupheader.png) + + > [!Tip] + > Choose a _Page Header_ band instead of the _Group Header_ to display the cross-band content on an entire page. + +2. Select the added band and enable the **Print Across Bands** property. This displays the band content on the background of the _GroupHeader1_, _Detail_, and _GroupFooter1_ bands. + + ![](../../images/eurd-web-underlay-report-printundernextband.png) + +3. The report's group field is in the _GroupHeader1_ band's **Group Fields** collection. The new band is above **GroupHeader1** and does not participate in the report's group. Move the group field to the new band. + + * Select _GroupHeader1_ and remove the group field from **Group Fields**. + + ![](../../images/eurd-web-underlay-report-removegroupfields.png) + + * Select the new band and add the group field to **Group Fields**. + + ![](../../images/eurd-web-underlay-report-movegroupfields.png) + +4. Add a [Panel](../use-report-elements/use-basic-report-controls/panel.md) control to the _Group Header_. Specify the panel's **Background Color** and drop fields onto the panel. + + ![](../../images/eurd-web-underlay-report-add-recipient.png) + +5. Adjust the panel's width and height. The height should match the page height, as the footer is printed at the bottom of the page (the _Group Footer_'s **Print At Bottom** property is enabled). + + ![](../../images/eurd-web-underlay-report-adjust-crossband-height.png) + +6. Switch to Print Preview. The panel is printed on the background of the group content. + + ![](../../images/eurd-web-underlay-report-preview-5.png) + +1. Resize the content in other bands to print it side-by-side with the panel. + + ![](../../images/eurd-web-underlay-report-adjust-width.png) + +See the final report in Print Preview. + +![](../../images/eurd-web-underlay-report-preview-6.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-embedded-pdf-content.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-embedded-pdf-content.md new file mode 100644 index 0000000000..3fd06f789d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-embedded-pdf-content.md @@ -0,0 +1,237 @@ +--- +title: Reports with Embedded PDF Content +author: Eugene Polevikov +--- + +# Reports with Embedded PDF Content + +This tutorial explains how to use the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control to do the following: + +* Append PDF file pages to a report and make their paper kind the same as in the inital report. +* Add sequential page numbers to the report and PDF file pages. +* Include additional information in the embedded PDF file pages. + +The image below shows an invoice report that contains information about order items. + +![Final Report Page 1](../../images/eurd-web-create-report-with-pdf-content-final-report-page1.png) + +The following image illustrates the first PDF file page embedded to the invoice report. This page has the same paper kind as the initial report. [Report controls](../use-report-elements/use-basic-report-controls.md) are used to add item title, item price, line, logo image, and sequential page numbers to this page. + +![Final Report Page 2](../../images/eurd-web-create-report-with-pdf-content-final-report-page2.png) + +To create the above report with PDF content, follow the steps described in these sections: + +* [Create the Main Report](#create-the-main-report) +* [Create a Report with PDF Content](#create-a-report-with-pdf-content) +* [Add the Report with PDF content to the Main Report](#add-the-report-with-pdf-content-to-the-main-report) + +## Create the Main Report + +1. Open the [Report Designer](../first-look-at-the-report-designer.md) and [add a new blank report](../add-new-reports.md). +2. Design the report layout. In this tutorial, we create an invoice report that contains information about order items. + + ![Main Report Layout](../../images/eurd-web-pdfcontent-embedded-mode-main-report-layout.png) + + To supply the report with data, use the following JSON string: + + ``` + { + "InvoiceNumber": 241756, + "OrderDate": "2018-04-23T18:25:43.511Z", + "Customer": { + "Name": "Walters", + "HomeOffice_Line": "200 Wilmot Rd", + "HomeOffice_City": "Deerfield", + "HomeOffice_StateName": "IL", + "HomeOffice_ZipCode": "60015" + }, + "Store": { + "Address_City": "Anaheim", + "Address_Line": "1720 W La Palma Ave", + "Address_StateName": "CA", + "Address_ZipCode": "83709" + }, + "Employee": { + "FullName": "Harv Mudd" + }, + "PONumber": "122023", + "ShipMethod": 0, + "OrderTerms": "15 Days", + "OrderItems": [ + { + "ProductName": "SuperLED 42", + "ProductPrice": 1050, + "ProductUnits": 2, + "Discount": 50, + "Total": 2050 + }, + { + "ProductName": "SuperLED 50", + "ProductPrice": 1100, + "ProductUnits": 5, + "Discount": 500, + "Total": 5000 + }, + { + "ProductName": "Projector PlusHD", + "ProductPrice": 600, + "ProductUnits": 5, + "Discount": 250, + "Total": 2750 + }, + { + "ProductName": "HD Video Player", + "ProductPrice": 220, + "ProductUnits": 10, + "Discount": 200, + "Total": 2000 + } + ], + "ShippingAmount": 375, + "TotalAmount": 12175 + } + ``` + +The following image illustrates the main report's **Preview**: + +![Main Report Preview](../../images/eurd-web-pdfcontent-embedded-mode-main-report-preview.png) + +## Create a Report with PDF Content + +1. Create a new blank report. Remove the report's margins. + + ![Add a New Blank Report and Remove Margins](../../images/eurd-web-create-report-with-pdf-content-add-new-blank-report-and-remove-margins.png) + +2. Drop the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control from the **Toolbox** onto the *Detail* band. + + ![Drop the PDF Content Control Onto the Detail Band](../../images/eurd-web-create-report-with-pdf-content-drop-xrpdfcontent-control-onto-detail-band.png) + +3. Select the control, navigate to the [Properties panel](../report-designer-tools/ui-panels/properties-panel.md), click **Source** or **Source URL** property's ellipsis button, and select PDF file. In this demo, we use the following PDF specification: [Specification.pdf](https://github.com/DevExpress-Examples/DataSources/blob/master/Specification.pdf). + + ![Specify PDF File Source](../../images/eurd-web-create-report-with-pdf-content-specify-pdf-file-source.png) + +4. Disable the control's **Generate Own Pages** property. Adjust the control size to make PDF content fit the entire *Detail* band. For this, set the *Detail* band's **Height** to *1095* and the control's **Width** and **Height** to *849* and *1095*. + + ![Make PDF Content Fit the Entire Detail Band](../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-fit-entire-detail-band.png) + +5. [Bind](../bind-to-data/bind-a-report-to-json-data.md) the report to the JSON data below and set the report's **Data Member** property to *OrderItems*. + + ``` + { + "InvoiceNumber": 241756, + "OrderDate": "2018-04-23T18:25:43.511Z", + "Customer": { + "Name": "Walters", + "HomeOffice_Line": "200 Wilmot Rd", + "HomeOffice_City": "Deerfield", + "HomeOffice_StateName": "IL", + "HomeOffice_ZipCode": "60015" + }, + "Store": { + "Address_City": "Anaheim", + "Address_Line": "1720 W La Palma Ave", + "Address_StateName": "CA", + "Address_ZipCode": "83709" + }, + "Employee": { + "FullName": "Harv Mudd" + }, + "PONumber": "122023", + "ShipMethod": 0, + "OrderTerms": "15 Days", + "OrderItems": [ + { + "ProductName": "SuperLED 42", + "ProductPrice": 1050, + "ProductUnits": 2, + "Discount": 50, + "Total": 2050 + }, + { + "ProductName": "SuperLED 50", + "ProductPrice": 1100, + "ProductUnits": 5, + "Discount": 500, + "Total": 5000 + }, + { + "ProductName": "Projector PlusHD", + "ProductPrice": 600, + "ProductUnits": 5, + "Discount": 250, + "Total": 2750 + }, + { + "ProductName": "HD Video Player", + "ProductPrice": 220, + "ProductUnits": 10, + "Discount": 200, + "Total": 2000 + } + ], + "ShippingAmount": 375, + "TotalAmount": 12175 + } + ``` + +6. Place two [labels](../use-report-elements/use-basic-report-controls/label.md), a [line](../use-report-elements/draw-lines-and-shapes/draw-lines.md), and a [picture box](../use-report-elements/use-basic-report-controls/picture-box.md) on the PDF page header as shown below: + + ![Add Controls to Page Header](../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-add-controls-to-page-header.png) + + Use the following locations and sizes: + + | Control Name | Location | Size | + | --- | --- | --- | + | label1 | 105, 94 | 280, 44 | + | label2 | 105, 138 | 118, 30 | + | line1 | 105, 69 | 687, 20 | + | pictureBox1 | 647, 24 | 145, 45 | + +7. Set the line's **Width** and **Fore Color** to *2* and orange (*rgb(255,165,0)*) respectively. Assign the following image to the picture box's **Image Source** property: + + ![DevAV Icon](../../images/devav.png) + + Set the image's **Sizing** property to *Stretch Image*. + + Make the label1's font bold. Set up label appearance as shown in the table below: + + | Control Name | Font | Font Size | Text Property's Expression | Text Format String | + | --- | --- | --- | --- | --- | + | label1 | Segoe UI | 21 | *ProductName* | - | + | label2 | Segoe UI | 12 | *ProductPrice* | {0:$0} | + + ![Bind Labels to Data](../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-bind-labels-to-data.png) + + To display a product name and price of each order item on a corresponding PDF file page, set the PDF Content **Page Range** property's [expression](../use-expressions.md) to *[DataSource.CurrentRowIndex] + 1*. + +8. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the PDF page footer. Use the following settings for this control: + + | Location | Size | Font | Font Size | Text Alignment | Text Format String | + | --- | --- | --- | --- | --- | --- | + | 0, 1045 | 849, 50 | Segoe UI | 12 | Middle Center | Page {0} of {1} | + + ![Add Page Numbers](../../images/eurd-web-create-report-with-pdf-content-add-page-numbers.png) + +Open **Preview** to show the result. The image below shows the report's first page: + +![Final Report Preview](../../images/eurd-web-create-report-with-pdf-content-preview.png) + +## Add the Report with PDF Content to the Main Report + +1. Add a footer to the main report. + + ![Add Report Footer](../../images/eurd-web-create-report-with-pdf-content-add-report-footer.png) + +2. Add the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control to the footer. Assign the report with PDF content to the control's **Report Source URL** property. Enable the control's **Generate Own Pages** property. + + ![Add the Subreport](../../images/eurd-web-create-report-with-pdf-content-add-subreport.png) + +3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the report's **Bottom Margin** band. Set the control's **Text Alignment** propery to *Middle Center* and the **Text Format String** property to *Page {0} of {1}*. + + ![Add Page Numbers to Main Report](../../images/eurd-web-create-report-with-pdf-content-add-page-number-to-main-report.png) + +Open **Preview** to show the result. + +![Final Report Page 1](../../images/eurd-web-create-report-with-pdf-content-final-report-page1.png) + +![Final Report Page 2](../../images/eurd-web-create-report-with-pdf-content-final-report-page2.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-visual-pdf-signature.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-visual-pdf-signature.md new file mode 100644 index 0000000000..f2ec4e2bd4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/reports-with-visual-pdf-signature.md @@ -0,0 +1,53 @@ +--- +title: Reports with a Visual PDF Signature +author: Eugene Polevikov +--- +# Reports with a Visual PDF Signature + +This tutorial describes how to create a report with a visual PDF signature. + +![](../../images/pdf-signature-report-result-after-sign-lower.png) + +## Create a Report Layout + +1. Drop the **Rich Text** control from the report controls Toolbox tab onto the **Detail** band. + + ![](../../images/pdf-signature-report-drop-rich-text.png) + +2. Double-click the control and insert the [DevExpress Website Terms of Use](https://www.devexpress.com/aboutus/legal.xml) text. + + ![](../../images/pdf-signature-report-add-data-to-rich-text.png) + +3. Select the **Detail** band. From the context menu, select the **Insert Report Footer Band** command. Enable the footer band's **Print at Bottom** property. + + ![](../../images/pdf-signature-report-add-report-footer.png) + +4. Drop the **Pdf Signature** control from the report controls Toolbox tab onto the **Report Footer** band. + + ![](../../images/pdf-signature-report-add-pdf-signature.png) + +5. Place the **Label** control to the left of the **Pdf Signature** control and add the following text: _I have read and accept this Website Terms of Use statement_. + + ![](../../images/pdf-signature-report-add-xr-label-and-line.png) + +Open **Preview** to show the result. + +![](../../images/pdf-signature-report-result-before-sign.png) + +## Export and Sign the Report + +You can sign a report with a visual signature on export to PDF if an application contains an available signature. To sign the report on export, select a signature from the **Signature** drop-down list in [PDF Export Options](../../document-viewer/exporting/pdf-specific-export-options.md). + +You can also sign the exported document in a PDF editor. To do this, follow the steps below: + +1. In **Preview**, expand the list with export formats and select **PDF**. + + ![](../../images/pdf-signature-report-sign-1.png) + +2. Open the exported document in a PDF editor and sign it. + + ![](../../images/pdf-signature-report-sign-2.png) + +Save and reopen the document to show the final result. + +![](../../images/pdf-signature-report-result-after-sign.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/table-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/table-reports.md new file mode 100644 index 0000000000..6642daaa8d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/table-reports.md @@ -0,0 +1,52 @@ +--- +title: Table Reports +author: Anna Vekhina +--- +# Table Reports + +This tutorial describes how to create a data-bound report that displays information in a tabular format. Table reports should not be confused with hierarchical [master-detail reports](master-detail-reports-with-detail-report-bands.md), nor with [cross-tab reports](cross-tab-reports.md). + +![](../../images/eurd-web-table-report-result.png) + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +2. [Bind the report](../bind-to-data.md) to a required data source. + +3. Add the [Page Header](../introduction-to-banded-reports.md) band to the report to print the column headers at the top of every document page. To do this, select the **Insert Page Header** Band command from the report's context menu. + + ![](../../images/eurd-web-table-report-insert-page-header.png) + +4. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md), select data fields, hold `Shift` when you drag fields and drop them onto the report design area. This creates a data table with data field names. + + ![](../../images/eurd-web-table-report-add-static-captions.png) + +5. To provide dynamic content to the report, select data fields and drop them onto the Detail band in the Field list. + + ![](../../images/eurd-web-table-report-add-dynamic-content.png) + + This creates a table with the same number of cells as the number of fields selected with each cell bound to the appropriate data field. + +6. Click an empty place on the report's surface and draw a rectangle around the table to select it. + + ![](../../images/eurd-web-table-report-select-both-tables.png) + + Alternatively, you can select one cell and press `Esc` to move one level up and select an entire row. + +7. Expand the **Appearance** category and specify the **Font**, **Text Alignment**, and **Borders** properties to customize table appearance. + + ![](../../images/eurd-web-table-report-set-up-appearance.png) + +8. Define a currency format for the **UnitPrice** cell. Select the cell and click the **Text Format String** property's ellipsis button. Select the appropriate format in the invoked **Format String Editor** editor and click **OK**. + + ![](../../images/eurd-web-table-report-format-string.png) + +9. To further improve table readability, you can apply different visual styles to odd and even rows. See [Report Visual Styles](../customize-appearance/report-visual-styles.md) to learn more. + + ![](../../images/eurd-web-table-report-odd-even-styles.png) + + See the [Use Tables](../use-report-elements/use-tables.md) section to learn how to add or remove table rows and cells, and how to convert table cells to separate label controls. + + +Switch to [Print Preview](../preview-print-and-export-reports.md) to see the generated report. + +![](../../images/eurd-web-table-report-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/vertical-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/vertical-reports.md new file mode 100644 index 0000000000..b63f68aa29 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/create-reports/vertical-reports.md @@ -0,0 +1,76 @@ +--- +title: Vertical Reports +author: Anna Vekhina +--- +# Vertical Reports + +This tutorial describes how to use vertical bands to create a report where record fields are arranged vertically and data records are printed horizontally. + +![](../../images/eurd-web-vertical-reports-result.png) + +# Design a Report in Report Wizard + +1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). + +1. Open the Web Report Designer's menu. Select **Design in Report Wizard**. + + ![](../../images/eurd-web-vertical-reports-menu.png) + +1. In the invoked Report Wizard, select **Vertical Report** and click **Next**. + + ![](../../images/eurd-web-vertical-reports-wizard-1.png) + +1. Select a data source for the report. + + ![](../../images/eurd-web-vertical-reports-wizard-2.png) + +1. Select queries and data fields to include in the report. Add summary fields. + + ![](../../images/eurd-web-vertical-reports-wizard-3.png) + + - Select data fields: + ![](../../images/eurd-web-vertical-reports-wizard-3-data-fields.png) + - Add summary fields: + ![](../../images/eurd-web-vertical-reports-wizard-3-summary-fields.png) + +1. Specify page settings (Landscape orientation) and set the title (Profit and Loss). + + ![](../../images/eurd-web-vertical-reports-wizard-4.png) + +1. Click **Finish** to open the generated report in the Report Designer. + + ![](../../images/eurd-web-vertical-reports-layout.png) + +The wizard adds report controls to the following [bands](../../report-designer/introduction-to-banded-reports.md): + +- **Vertical Header band** + Contains a table with a single column that displays data field headers. +- **Vertical Details band** + Contains a table with a single column that is printed as many times as there are records in the report's data source. +- **Vertical Total band** + Contains a table with a single column that has as many labels in cells as there are summary functions you specified for each field in the Report Wizard. + +Switch to the Preview mode to see the result. + +![](../../images/eurd-web-vertical-reports-result.png) + +> [!Tip] +> You can create a vertical report without using the Report Wizard. Click **Insert Vertical Header Band** from the report's context menu. +> +> Refer to the [Introduction to Banded Reports](../../report-designer/introduction-to-banded-reports.md#vertical-bands) topic for more information. + +## Set Vertical Table Options + +You can set the following options to modify the vertical table: + +* Set the Vertical Header band's **Repeat Every Page** property to false to display field headers once - on the first report page. + + ![](../../images/eurd-web-vertical-reports-repeat-every-page.png) + +* Set the Vertical Detail band's **Band Layout** property to **Across Then Down** to print the data records that do not fit a page on the same page, otherwise, they are printed on the next page. + + ![](../../images/eurd-web-vertical-reports-band-layout.png) + +* Add a field to the **Sort Fields** group to sort the report's data. + + ![](../../images/eurd-web-vertical-reports-sort-fields.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/customize-appearance.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance.md similarity index 100% rename from reporting-for-web/articles/report-designer/customize-appearance.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/appearance-properties.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/appearance-properties.md new file mode 100644 index 0000000000..cabf86c2cd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/appearance-properties.md @@ -0,0 +1,44 @@ +--- +title: Appearance Properties +author: Anna Vekhina +--- +# Appearance Properties + +This document describes the purpose and implementation of the appearance properties - a special set of properties that allow you to customize the appearance of a report or any of its elements. + +## Properties Overview + +Every report element ([control](../use-report-elements.md) or [band](../introduction-to-banded-reports.md)), and a report itself, has a set of properties that specify its appearance. They are listed in the following table. + +| Property name | Description | +|---|---| +| **BackgroundColor** | Gets or sets a background color to a report element and its child controls. | +| **BorderColor** | Gets or sets a border color to a report element and its child controls. | +| **BorderDashStyle** | Gets or sets a border dash style to a report element and its child controls. | +| **Borders** | Gets or sets borders (top, right, bottom,left), which should be visible for a report element and its child controls. | +| **BorderWidth** | Gets or sets a border width to a report element and its child controls. | +| **Font** | Gets or sets the font options (its name, size, etc.) to a report element and its child controls. | +| **ForegroundColor** | Gets or sets the foreground color to a report element and its child controls. | +| **Padding** | Gets or sets the indent values which are used to render the contents of a report element and its child controls. | +| **TextAlignment** | Gets or sets the text alignment to a report element and its child controls. | + +## Access Appearance Properties + +Use the Report Designer's [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel to access the appearance properties. + +![](../../images/eurd-web-appearance-properties-in-properties-panel.png) + +## Property Value Inheritance + +By default, appearance properties for every control or a band are set to empty values, which means that their real values are obtained from a control's parent, or a parent of its parent and so on. + +![](../../images/eurd-web-appearance-properties.png) + +> [!NOTE] +> The appearance properties may not be used by all descendants of the current report element for which they are defined. For example, the **PageBreak** element ignores the **BackColor** property. + +To reset values of these properties, click the ![](../../images/eurd-web-reset-property-value.png) button to the right of the editor, and in the invoked popup menu, select **Reset**. Then, the control's actual appearance will be determined by the appropriate properties settings of its parent. + +![](../../images/eurd-web-appearance-properties-reset.png) + +If a report element has a [style](report-visual-styles.md) assigned to it, the priority of the properties defined by this style is determined by the **StylePriority** property. Note that when a [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) is involved, the appearance it defines is of greater priority than the properties described above. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/report-visual-styles.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/report-visual-styles.md new file mode 100644 index 0000000000..d265e62324 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/customize-appearance/report-visual-styles.md @@ -0,0 +1,65 @@ +--- +title: Report Visual Styles +owner: Anna Vekhina +--- +# Report Visual Styles + +This topic describes how to combine [appearance properties](appearance-properties.md) into styles and apply them to report elements. + +## Create a Report Style + +Use the following approaches to create a visual style in your report: + +- **Use the Properties Panel** + + Expand the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel's **Styles** category, click the drop-down list for the **Style** property and select **Create a New Style**. + + ![](../../images/eurd-web-styles-properties-panel.png) + +- **Use the Report Explorer** + + Switch to the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click the plus button ![](../../images/eurd-web-styles-create.png) to add a new report visual style. + + ![](../../images/eurd-web-styles-in-report-explorer-add.png) + + To access the collection of added report visual styles, expand the **Styles** category in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). + + +## Assign a Style to a Report Element + +Drag a report style from the Report Explorer onto a report control. This assigns the style to the report element's **Style** property. + +![](../../images/eurd-web-assign-style.png) + + +## Assign Odd and Even Styles + +You can use the **Odd Style** and **Even Style** properties to apply different styles to alternating rows in a report. + +![](../../images/eurd-web-styleproperty-oddeven.png) + +![](../../images/eurd-web-use-oddevenstyles.png) + +## Customize a Style + +Select a style and click the **Properties** ![](../../images/eurd-web-styles-edit.png) button in the Report Explorer. + +![](../../images/eurd-web-edit-style.png) + +This opens the Properties panel where you can adjust the settings of the selected style. All the report elements apply the updated style immediately. + +![](../../images/eurd-web-customize-style.png) + + + +## Style Inheritance + +Nested elements inherit their parent element's style if they do not have an applied style. + +## Override Styles + +You can specify a different value for a report element's appearance property to override the corresponding property value in the report element's style. + +> [!NOTE] +> If you apply [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md), its appearance property values have a higher priority than both the individually specified properties and the style's properties. + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/first-look-at-the-report-designer.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/first-look-at-the-report-designer.md new file mode 100644 index 0000000000..24c6162639 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/first-look-at-the-report-designer.md @@ -0,0 +1,24 @@ +--- +title: First Look at the Report Designer +owner: Anna Vekhina +--- +# First Look at the Report Designer + +![](../images/eurd-web-report-bands-default-design-time.png) + +The [Design Surface](report-designer-tools/design-surface.md) displays a report's structure and contents. You can use the tools on the Report Designer's panels to design the report: + +- use the [Menu](report-designer-tools/menu.md) to manage and set up reports; + +- drop report controls from the [Toolbox](report-designer-tools/toolbox.md) to the design surface; + +- access report editing commands in the [Main Toolbar](report-designer-tools/toolbar.md); + +- use the [Properties](report-designer-tools/ui-panels/properties-panel.md) panel to set up the report controls; + +- use the [Expressions](report-designer-tools/ui-panels/expressions-panel.md) panel to provide data to the report controls and conditionally shape data; + +- access the report's data source schema in the [Field List](report-designer-tools/ui-panels/field-list.md) panel; + +- access the report's elements in the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel. + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/introduction-to-banded-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/introduction-to-banded-reports.md new file mode 100644 index 0000000000..d5ab390fad --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/introduction-to-banded-reports.md @@ -0,0 +1,113 @@ +--- +title: Introduction to Banded Reports +owner: Anna Vekhina +--- +# Introduction to Banded Reports + +## Report Bands + +A report layout consists of bands that contain report controls and define their location on document pages. A blank report contains the following bands: + +- The **Detail Band** displays recurring contents from the report's data source. This band is printed as many times as there are records available in a data source unless you filtered the data. + + Every report must have a detail band, and you cannot delete it. + +- The top and bottom page **Margin bands**. These bands are repeated once on every document page. + +![](../images/eurd-web-report-bands.png) + +You can also add the following bands: + +- **Report Header** and **Report Footer** + + The **Report Header** is the report's first band (margins are "out-of-page" zones). Use this band to display the report's name, company logo, [date of creation, username](add-extra-information.md), etc. + + The **Report Footer** is placed before the Page Footer and Bottom Margin on the report's last page. You can use the Report Footer band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. + +- **Page Header** and **Page Footer** + + These bands are at the top and bottom of every page in a report. They display information that should be printed on every page. + +- **Group Header** and **Group Footer** + + These bands are above and below each [group](shape-report-data/group-and-sort-data.md). + +> [!TIP] +> Only the detail and group bands can be used to display dynamic data source contents. Other bands display titles, summaries, and [extra information](add-extra-information.md). + +The following image illustrates a sample report layout and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel that reflects the report's structure: + +![](../images/eurd-web-report-bands-basic-layout.png) + +## Add a Detail Band to a Master-Detail Band + +Use the **detail report band** to create hierarchical [master-detail reports](create-reports/master-detail-reports-with-detail-report-bands.md). Detail report bands provide detailed information about each record in the master report's detail band. You can create such reports when master-detail relationships are defined between data source tables: + +![](../images/eurd-web-report-bands-master-detail-relation.png) + +A detail report band is a separate report (subreport) with its own data source and different bands. A report can have any number of detail reports that can also be nested. + +The following image illustrates a master-detail report and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel that reflects the report's structure: + +![](../images/eurd-web-report-bands-subreports.png) + +## Vertical Bands + +You can replace the Detail band with the **Vertical Header**, **Vertical Detail** and **Vertical Total** bands to display record fields vertically and print data records horizontally - from left to right. + +![](../images/eurd-web-report-vertical-bands-result.png) + +> [!NOTE] +> If your report's Detail band contains report controls, this band and all these controls are lost when you add a vertical band (the same behavior takes place in the opposite situation). + +The following vertical bands are available: + +- **Vertical Header** + + Contains headers of the report's data fields. These headers are arranged one after another in a vertical direction. + +- **Vertical Details** + + Displays recurring contents from the report's data source. This band is printed as many times as there are available records in a data source, unless you filtered the data. The records are displayed one after another in a horizontal direction. + +- **Vertical Total** + + This band is placed at the rightmost position (leftmost when RTL is enabled). You can use the Vertical Total band for report summaries or conclusions. + +![](../images/eurd-web-report-vertical-bands-design-surface.png) + +> [!TIP] +> See [Vertical Reports](create-reports/vertical-reports.md) for details on how to use vertical bands. + +## Create Band Copies + +You can create functional copies of a band, for example, to display different contents based on a specific condition. To do this, add **sub-bands** to bands. + +![](../images/eurd-web-report-bands-basic-layout-sub-bands.png) + +> [!TIP] +> See [Laying out Dynamic Report Contents](shape-report-data/lay-out-dynamic-report-content.md) for details on how to specify the location of bands' content on document pages. + +## Manage Report Bands +### Collapse Bands in the Report Designer + +Select a band and click on the band's tab title to collapse or expand the band. + +![](../images/eurd-web-report-bands-collapsing.png) + +### Hide Bands in the Report Document + + +You can avoid printing a band's content in a document. To do this, set the band's **Visible** property to **false**. Select the band and set this property in the [Properties Panel](report-designer-tools/ui-panels/properties-panel.md). + +![](../images/eurd-web-report-bands-hiding.png) + +### Remove Bands + +Select a band on the report design surface and press DELETE. This removes the band and all its content. + +### Add Bands + +To add a band, select the report or any of its bands on Designer Surface, right-click to invoke the context menu and select a band. + +![](../images/eurd-web-report-bands-add-bands.png) diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content.md similarity index 100% rename from reporting-for-web/articles/report-designer/lay-out-dynamic-report-content.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/anchor-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/anchor-controls.md new file mode 100644 index 0000000000..a37d565ada --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/anchor-controls.md @@ -0,0 +1,21 @@ +--- +title: Anchor Controls +author: Anna Vekhina +--- +# Anchor Controls + +You can anchor a control to the top, bottom, or both edges of its parent container using the **Anchor Horizontally** and **Anchor Vertically** properties. + +![](../../images/eurd-web-anchor-horizontally-property.png) + +* **Anchor Horizontally = None** + + ![](../../images/eurd-web-anchor-horizontally-none.png) + +* **Anchor Horizontally = Right** + + ![](../../images/eurd-web-anchor-horizontally-right.png) + +* **Anchor Horizontally = Both** + + ![](../../images/eurd-web-anchor-horizontally-both.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/keep-content-together.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/keep-content-together.md new file mode 100644 index 0000000000..c62f7b96e8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/keep-content-together.md @@ -0,0 +1,22 @@ +--- +title: Keep Content Together +author: Anna Vekhina +--- +# Keep Content Together + +You can choose whether a control's content can be split across several pages using its **Keep Together** property. + +![](../../images/eurd-web-keep-together-property.png) + +| **Keep Together = No** | **Keep Together = Yes** | +|---|---| +| ![](../../images/eurd-web-keep-together-false.png) | ![](../../images/eurd-web-keep-together-true.png) | + +Enabling this property for a single control makes the same band's controls behave like this option is enabled. + +Use the band's **Keep Together** property to enable this feature for all controls within a specific band. + +> [!NOTE] +> This feature is not available for the [Chart](../use-report-elements/use-charts.md), [Sparkline](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) and [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) controls. + +In a master-detail report, you can print the detail band on the same page as the detail report band using the detail band's **Keep Together with Detail Reports** property. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md new file mode 100644 index 0000000000..60beadf8aa --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md @@ -0,0 +1,39 @@ +--- +title: Maintain the Band Location on a Page +author: Anna Vekhina +--- + +# Maintain the Band Location on a Page + +Use the [Group and Report Footer](../introduction-to-banded-reports.md)'s **Print at Bottom** property to choose whether these bands should appear at the bottom of a page or immediately after the previous band. + +![](../../images/eurd-web-print-at-bottom-property.png) + +| **Print at Bottom = No** | **Print at Bottom = Yes** | +|---|---| +| ![](../../images/eurd-web-print-at-bottom-false.png) | ![](../../images/eurd-web-print-at-bottom-true.png) | + + +Use the Page Header and Footer's **Print On** property to avoid printing these bands on the same page with a Report Header and/or Footer. + +![](../../images/eurd-web-print-on-property.png) + +* **Print On = All Pages** + + ![](../../images/eurd-web-print-on-all-pages.png) + +* **Print On = Not With Report Header** + + ![](../../images/eurd-web-print-on-not-with-report-header.png) + +Use the Group Header and Footer's **Repeat Every Page** property to repeat these bands on every page. + +![](../../images/eurd-web-repeat-every-page-property.png) + +* **Repeat Every Page = No** + + ![](../../images/eurd-web-repeat-every-page-false.png) + +* **Repeat Every Page = Yes** + + ![](../../images/eurd-web-repeat-every-page-true.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md new file mode 100644 index 0000000000..3a020accb4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md @@ -0,0 +1,59 @@ +--- +title: Maintain the Size and Content of Data-Bound Controls +author: Anna Vekhina +--- +# Maintain the Size and Content of Data-Bound Controls + +Use the control's **Can Grow** and **Can Shrink** properties to make a data-bound control automatically adjust its height to its contents. + +![](../../images/eurd-web-can-grow-can-shrink-properties.png) + +| **Can Grow = No** | **Can Grow = Yes** | +|---|---| +| ![](../../images/eurd-web-can-grow-false.png) | ![](../../images/eurd-web-can-grow-true.png) | + +| **Can Shrink = No** | **Can Shrink = Yes** | +|---|---| +| ![](../../images/eurd-web-can-shrink-false.png) | ![](../../images/eurd-web-can-shrink-true.png) | + +> [!NOTE] +> This feature does not work with [anchoring](anchor-controls.md) enabled, as well as for labels that are used to display [summary function results](../shape-report-data/calculate-summaries/calculate-a-summary.md). + +Use the **Auto Width** property to make a data-bound [Label](../use-report-elements/use-basic-report-controls/label.md) or [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) automatically adjust its width to its content. This option behavior depends on the control's current horizontal alignment (**Text Alignment** property value). + +* **Text Alignment = Left** + + ![](../../images/eurd-web-label-auto-width-left-align.png) + +* **Text Alignment = Right** + + ![](../../images/eurd-web-label-auto-width-right-align.png) + +* **Text Alignment = Center** + + ![](../../images/eurd-web-label-auto-width-center-align.png) + +The control's **Word Wrap** property allows you to make a control display its contents in multiple lines when it does not fit into the control's dimensions. + +| Auto Width = No, Word Wrap = No | Auto Width = No, Word Wrap = Yes | +|---|---| +| ![](../../images/eurd-web-auto-width-false-word-wrap-false.png) | ![](../../images/eurd-web-auto-width-false-word-wrap-true.png) | + +| Auto Width = Yes, Word Wrap = No | Auto Width = Yes, Word Wrap = Yes | +|---|---| +| ![](../../images/eurd-web-auto-width-true-word-wrap-false.png) | ![](../../images/eurd-web-auto-width-false-word-wrap-true.png) | + + +You can also use the opposite **Text Fit Mode** property to adjust a label or table cell's font size to fit the control's bounds. Images below show how the **Text Fit Mode** property affects the label's font size. + +![](../../images/eurd-web-label-text-fit-mode-property.png) + +| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | +|---|---|---|---| +| ![](../../images/eurd-web-label-text-fit-mode-none.png) | ![](../../images/eurd-web-label-text-fit-mode-grow-only.png) | ![](../../images/eurd-web-label-text-fit-mode-shrink-only.png) | ![](../../images/eurd-web-label-text-fit-mode-shrink-and-grow.png) | + +This property is not available in the following cases: + +* The **Can Grow**, **Can Shrink** or **Auto Width** option is enabled; +* The label's **Angle** property is specified; +* The control's **Anchor Horizontally** or **Anchor Vertically** property is set to **Both**. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/suppress-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/suppress-controls.md new file mode 100644 index 0000000000..f4700bacda --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/lay-out-dynamic-report-content/suppress-controls.md @@ -0,0 +1,45 @@ +--- +title: Suppress Controls +author: Anna Vekhina +--- +# Suppress Controls + +## Avoid Duplicated and Empty Values + +When identical or null values appear in a report's data source, you can suppress these values in a report using the following properties: + +* **Process Duplicates Mode** + + Specifies how to process report controls with identical values (leave them as is, merge, suppress, or suppress and shrink). + +* **Process Null Values** + + Specifies how to process report controls receiving null values from a data source (leave them as is, suppress, or suppress and shrink). + +* **Process Duplicates Target** + + Specifies whether to process duplicate the control's **Text** or **Tag** property values. + +![](../../images/eurd-web-proccess-duplicates-properties.png) + +These properties are available for the following controls: + +* [Barcode](../use-report-elements/use-bar-codes.md) +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) +* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) +* [Table Cell](../use-report-elements/use-tables.md) +* [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) + +## Conditionally Suppress a Control + +You can suppress a control when a specified logical condition is met by specifying the required **Visible** property expressions as described in the [Conditionally Suppress Controls](../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) topic. + +In this case, a space remains in the band at the control's location. You can avoid this by placing these controls onto an [Panel](../use-report-elements/use-basic-report-controls/panel.md) and setting its **Can Shrink** property to **true**. + +![](../../images/eurd-web-panel-can-shrink-property.png) + +For this feature to work correctly, consider the following: + +* Specify the **Visible** property's expression to the controls in the panel (and not to the panel itself). +* Do not assign borders to the panel container. Otherwise, they are printed when the panel's content is suppressed. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/localize-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/localize-reports.md new file mode 100644 index 0000000000..a1c38dcc81 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/localize-reports.md @@ -0,0 +1,32 @@ +--- +title: Localize Reports +author: Sergey Andreev +--- + +# Localize Reports + +The Report Designer enables you to localize a report for different languages and cultures and save localized values to the report file. + +## Use Properties Panel + +Perform the following actions to localize a report: + +1. Specify a report language other than _Default_: + + ![](../images/eurd-localize-report-web-forms-panel-set-language.png) + + The **Language** drop-down list contains all available locales. The report's languages are highlighted in bold. + +2. Change the controls' property values. You can move and resize a control. + + ![](../images/eurd-localize-report-web-forms-change-content.png) + +3. Save the report. + +When you load a localized report, use the **Language** drop-down list to switch to the localized version. + +## Use Localization Editor + +The [Localization Editor](report-designer-tools/localization-editor.md) allows you to change text strings in the report and expedite the translation process. + +![](../images/eurd-localize-report-web-forms-language-editor.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports.md new file mode 100644 index 0000000000..c0f4e6dbb6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports.md @@ -0,0 +1,13 @@ +--- +title: Merge Reports +--- +# Merge Reports + +You may have report pages that do not fit within an entire report template in the following cases: + +* [Title pages or custom pages at the end of the report](merge-reports/add-a-report-to-the-end-beginning.md); +* [Charts within a table report](merge-reports/use-data-driven-page-sequence.md); + +You can create pages in a separate report and merge them into your base report. This enables you to print and export merged pages as a single document, and preserve the original report page settings and orientation. + +![report-merging](../images/eurd-report-merging.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/add-a-report-to-the-end-beginning.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/add-a-report-to-the-end-beginning.md new file mode 100644 index 0000000000..910c228982 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/add-a-report-to-the-end-beginning.md @@ -0,0 +1,32 @@ +--- +title: Add a Report to the End/Beginning +owner: Sergey Andreev +--- + +# Add a Report to the End/Beginning + +Follow the steps below to add a separate report to the end of another report and print it as a single job. + +![xtrareports-merge-endreport-layouts](../../images/eurd-merge-endreport-layouts.png) + +1. From the context menu, select the **Insert Report Footer Band**. + + ![toolbox-drop-report-control-label](../../images/eurd-merge-add-report-footer.png) + +2. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the created Report Footer band. + + ![toolbox-drop-report-control-label](../../images/eurd-merge-add-subreport-2.png) + + > [!Tip] + > To add a report to the beginning of another report (for instance, to add a title page), use the **Report Header** band instead. +3. In the Subreport's **Tasks** group, set the **Report Source Url** parameter to the report that you want to insert. + + ![xtrareports-add-subreport](../../images/eurd-merge-configure-subreport-2.png) + +4. Enable the **Generate Own Pages** option in the Subreport's **Behavior** group to print the embedded report on separate pages and use its own page settings. + + ![xtrareports-subreport-enable-generateownpages](../../images/eurd-merge-enable-generateownpages-2.png) + +5. Switch to Preview mode to see the combined report. + + ![title-report-page-result](../../images/eurd-merge-endreport-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/use-data-driven-page-sequence.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/use-data-driven-page-sequence.md new file mode 100644 index 0000000000..5b62d513cb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/merge-reports/use-data-driven-page-sequence.md @@ -0,0 +1,68 @@ +--- +title: 'Use Data-Driven Page Sequence' +owner: Sergey Andreev +--- + +# Use Data-Driven Page Sequence + +This topic describes how to combine a table report that uses Portrait page orientation and a chart report that uses Landscape page orientation. + +![eurd-merge-reports](../../images/eurd-merge-reports.png) + +Follow the steps below to create a combined report: + +## Create a Chart Report + +1. Create a report that shows data in the chart form. [Bind](../bind-to-data/bind-a-report-to-a-database.md) the report to a data source. Set the report's **Landscape** property to **true** to enable the Landscape page orientation. + + ![eurd-merge-chart-report](../../images/eurd-merge-chart-report.png) + +1. Add a parameter to your chart report to identify which data to use for the chart. Switch to the **Field List** tab and click the **Parameters** node's plus button. + + ![eurd-fieldlist-addparameter](../../images/eurd-fieldlist-addparameter.png) + +1. Click the created parameter's edit button and set its **Name** and **Type**, and uncheck the **Visible** option. + + ![eurd-report-param](../../images/eurd-report-param.png) + +1. Switch to the report's **Properties** tab. Click the **Filter String** option's ellipsis button. + + ![eurd-report-filterstring](../../images/eurd-report-filterstring.png) + +1. In the [Filter Editor](../shape-report-data/filter-data/filter-data-at-the-report-level.md) dialog, construct an expression to compare the key data field to the created parameter. + + ![eurd-report-param-2](../../images/eurd-report-param-2.png) + +1. Save the report. + +## Create the Base Report + +1. Create a report [bound](../bind-to-data/bind-a-report-to-a-database.md) to the same data source as the chart report, and arrange a layout like the one shown below: + + ![xtrareports-create-report](../../images/eurd-merge-products-report-layout.png) + +2. Invoke the context menu and and click **Insert Group Footer Band**. + + ![eurd-merge-add-group-footer](../../images/eurd-merge-add-group-footer.png) + +3. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the added group footer band. + + ![xtrareports-add-subreport](../../images/eurd-merge-add-subreport.png) + +4. Select the subreport control. In the **Subreport Tasks** group, set the **Report Source Url** parameter to the chart report. + + ![xtrareports-add-subreport](../../images/eurd-merge-configure-subreport.png) + +5. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. + + ![xtrareports-subreport-enable-generateownpages](../../images/eurd-merge-enable-generateownpages-2.png) + +6. Bind the subreport's parameter used as a filter criterion to the master report's data field that serves as a source of the parameter value. Expand the **Data** category, select the **Parameter Bindings** section and add a new parameter binding. In the binding properties list, specify the data field to bind a subreport parameter to, and the parameter you want to bind. + + ![xtrareports-add-subreport](../../images/eurd-merge-subreport-add-parameter.png) + +7. Switch to Preview mode to see the combined report. + + ![xtrareports-merge-reports](../../images/eurd-merge-reports.png) + +Your base report's **Table of Contents** and **Document Map** include bookmarks from the embedded report. Use the **Parent Bookmark** property to specify the nesting level for the embedded report's bookmarks. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/open-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/open-reports.md new file mode 100644 index 0000000000..5b787ff151 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/open-reports.md @@ -0,0 +1,18 @@ +--- +title: Open Reports +author: Anna Vekhina +--- +# Open Reports + +Click **Open** in the [menu](report-designer-tools/menu.md) to invoke the **Open Report** dialog. + +![](../images/eurd-web-open-report.png) + +The dialog displays reports from the report storage. You can enter text in the search field to filter the report list. +Select a report and click **Open**. + +![](../images/eurd-web-open-report-dialog.png) + +You can use the **Open Report** dialog to search for a report. + +![](../images/eurd-web-open-report-dialog-search.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/preview-print-and-export-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/preview-print-and-export-reports.md new file mode 100644 index 0000000000..5c13725af8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/preview-print-and-export-reports.md @@ -0,0 +1,84 @@ +--- +title: Preview, Print and Export Reports +author: Anna Vekhina +--- +# Preview, Print and Export Reports + +## Preview a Report +To switch a report to the print preview mode, click the **Preview** button on the [toolbar](report-designer-tools/toolbar.md). You will see your report populated with data and broken down into pages. + +![Report in preview mode](../images/eurd-web-preview.png) + +> [!NOTE] +> To learn more about the options available in the print preview mode, refer to the [Document Viewer](../document-viewer.md) section of this documentation. + + +## Print a Report + +When in the Preview mode, you can use toolbar commands to print out your report. + +![Print toolbar commands](../images/eurd-web-print.png) + +## Export a Report +When in the Preview mode, you can export your report to files in different formats. + +![Export toolbar commands](../images/eurd-web-export.png) + + +The following documents describe the basics of report exporting and format-specific export options. +* [Export a Document](../document-viewer/exporting/export-a-document.md) +* [CSV-Specific Export Options](../document-viewer/exporting/csv-specific-export-options.md) +* [HTML-Specific Export Options](../document-viewer/exporting/html-specific-export-options.md) +* [Image-Specific Export Options](../document-viewer/exporting/image-specific-export-options.md) +* [MHT-Specific Export Options](../document-viewer/exporting/mht-specific-export-options.md) +* [PDF-Specific Export Options](../document-viewer/exporting/pdf-specific-export-options.md) +* [RTF-Specific Export Options](../document-viewer/exporting/rtf-specific-export-options.md) +* [Text-Specific Export Options](../document-viewer/exporting/text-specific-export-options.md) +* [XLS-Specific Export Options](../document-viewer/exporting/xls-specific-export-options.md) +* [XLSX-Specific Export Options](../document-viewer/exporting/xlsx-specific-export-options.md) +* [DOCX-Specific Export Options](../document-viewer/exporting/docx-specific-export-options.md) + +## Hide Report Controls in Documents Exported to Specific Formats + +You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. + +![CanPublishOptions](../images/web-can-publish-options-property-grid.png) + +The following image illustrates the resulting XLXS document with and without page information: + +![Resulting XLXS document](../images/web-can-publish-options-example-image.png) + +## Export a Report to PDF with Accessible Tags (PDF/UA Compatibility) + +You can specify how report elements should be treated by screen readers in the exported PDF document: + +![Accessible Role property grid](../images/web-acc-role-property-grid.png) + +Use this table to map report controls to accessibility structure roles in exported PDF files. + +The table describes the following: + +- How each control behaves when the **Accessible Role** property is set to **Default**. +- Roles you can assign to ensure that screen readers correctly identify the element's purpose in the exported PDF document. + +> [!Tip] +> **Decorative** role means an element is treated as an artifact (outside the tag tree). Use this role only for non-informative visual elements. + +| Element(s) | Default behavior when **Accessible Role** = **Default** | Role you can specify | +|---|---|---| +| `Label` | No semantic role; treated as a `Div`. | Heading | +| `Table` | No semantic role; treated as a `Div`. | Table | +| `Table Row` | No semantic role; treated as a `Div`. | Table Header Row | +| `Table Cell` | Treated as a paragraph (`P`). | Header Cell | +| `Watermark` (an image watermark) | Treated as an artifact; excluded from the PDF logical structure. | Figure | +| `Watermark` (a text watermark) | Treated as an artifact; excluded from the PDF logical structure. | Paragraph | +| `Picture Box`, `Shape`, `Bar Code`, `Zip Code` | Treated as a `Figure`. | Decorative (Artifact) | + +The **Accessible Description** property is not in effect for artifacts. + +The following image illustrates the difference between default and specified roles: + +![Default vs specified accessibility roles](../images/acc-role-comparison.png) + + + diff --git a/reporting-for-web/articles/report-designer/provide-interactivity.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity.md similarity index 100% rename from reporting-for-web/articles/report-designer/provide-interactivity.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-down-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-down-reports.md new file mode 100644 index 0000000000..cd5d6bdcac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-down-reports.md @@ -0,0 +1,34 @@ +--- +title: Create Drill-Down Reports +author: Anna Vekhina +--- +# Create Drill-Down Reports + +This tutorial describes how to create a drill-down report. Clicking a link in such a report displays the previously hidden detailed information in the same report: + +![](../../images/eurd-web-drill-down-report-preview.png) + +Do the following to create a drill-down report: + +1. [Create a master-detail report using Detail Report bands](../create-reports/master-detail-reports-with-detail-report-bands.md). +2. Drop a label onto the report's detail band. Clicking this label should expand or collapse the hidden report details. +3. Select the [detail report band](../introduction-to-banded-reports.md), open the **Behavior** category and expand the drop-down menu for the band's **Drill-Down Control** property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. + + This menu displays all report controls located in the report band that is one level above the current band. Select the label in the menu to make the label expand or collapse the detail report's band when clicked in the Print Preview. + + ![](../../images/eurd-web-drilldown-set-drilldown-control.png) + + You can also specify the band's **Drill-Down Expanded** property to define whether or not the band is initially expanded. This property is enabled by default. +4. Select the label and click the **f-button** to invoke the [Expression Editor](../report-designer-tools/expression-editor.md). + + ![](../../images/eurd-web-drill-down-report-label-smart-tag.png) + + The Expression Editor allows you to enter an expression that displays different text based on the detail report's `DrillDownExpanded` property value. + + ``` + Iif( [ReportItems.Detail1.DrillDownExpanded],'Hide Details' ,'Show Details' ) + ``` + + ![](../../images/eurd-web-drill-down-report-expression.png) + +5. Preview the report. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-through-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-through-reports.md new file mode 100644 index 0000000000..12ae982895 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/create-drill-through-reports.md @@ -0,0 +1,51 @@ +--- +title: Create Drill-Through Reports +--- +# Create Drill-Through Reports + +Follow this tutorial to create a _drill-through report_ (a user can click a Category entry to invoke a detail report with Products). This report type keeps the original report compact while still allowing access to more detailed information. + +The tutorial involves two main steps: + +- Add a master-detail relationship between "Categories" and "Products" reports within one project. +- Use detail report parameters to filter records based on the selected category. + +## Add a Master-Detail Relationship between Reports + +Define a master-detail relationship between _Category_ and _Product_ reports within a single project: + +- Select the XRControl's element (**Table Cell** in this example) in the main report. +- Set its **Action** property to **Navigate to Report**. +- Assign the **Report Source URL** property to a detail report instance. + +![Specify the Navigate to Report action](../../images/web-specify-navigate-to-report-action.png) + +If you switch to **Preview**, you can click on a _Category_ value in the table. The **Preview** window navigates to the detail report that contains all _Product_ entries. The next step explains how to filter this list. + +![Drill-Through report preview](../../images/web-detail-report-navigation.png) + +You can click "Categories Report" below the Document Viewer toolbar and navigate back to the original report. + +![Breadcrumb navigation](../../images/web-breadcrumb-control-navigation.png) + +## Specify Parameter Binding to Display Required Data + +You can specify parameters during detail report navigation. Use the **Parameter Bindings** property to limit displayed records (such as products) to a selected category. + +Click the **Parameter Bindings** property and select the detail report parameter. Set **Binding** to the data field or parameter of the original report. In this example, **Binding** is set to the _CategoryID_ field. + +![Specify Parameter Binding](../../images/web-specify-binding.png) + +Set the following filter string in the detail report to display product records for the selected category. + +![Set filter string](../../images/web-set-filter-string.png) + +## Result + +Switch to **Preview** and click on a category entry in the master report. The **Preview** navigates to the detail report that displays only products related to the selected category. + +![Drill-Through report](../../images/web-drill-through-result.png) + + + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/edit-content-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/edit-content-in-print-preview.md new file mode 100644 index 0000000000..5d224ada22 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/edit-content-in-print-preview.md @@ -0,0 +1,137 @@ +--- +title: Edit Content in Print Preview +author: Anna Vekhina +--- +# Edit Content in Print Preview + +This document provides information about interactive document editing in Print Preview that enables you to customize field values directly in a previewed document before printing or exporting it. + +## Content Editing Overview +When content editing is enabled for a report control (either unbound or data-aware), it is possible to customize the corresponding field values in Print Preview. + +To enable content editing for a report control, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. + +![](../../images/eurd-web-content-editing-enable.png) + +When the **Enabled** property is set to **Yes** and the **ReadOnly** property is set to **No**, the control's content can be edited in Print Preview (clicking a field will invoke the appropriate editor). + +To highlight all editing fields available in a document, click the **Editing Fields** ![](../../images/eurd-web-eform-editing-fields-button.png) button on the Print Preview toolbar. This button is disabled when there are no such fields in a document. + +![](../../images/eurd-web-content-editing-fields-highlight-ribbon.png) + +### Content Editing Specifics + +When enabling content editing in your report, consider the following. + +* The changes made to a control's content in Print Preview have no effect on other parts of the document (e.g., the related summary results, grouping, sorting, bookmarks and other settings that have already been processed before generating the document). +* A control's **Can Grow** setting is ignored for editing fields. + + Multi-line values can only be entered when no mask is applied to an editing field. The editing area of a field cannot exceed the original dimensions of a control. +* Values entered into editing fields are reset back to their defaults after refreshing the document (e.g., when submitting [report parameter](../use-report-parameters.md) values and expanding or collapsing data in a [drill-down report](create-drill-down-reports.md)). +* It is impossible to edit content of a control that has its **Drill-Down Control** property specified. +* Field values entered in Print Preview for controls placed onto the Top Margin and Bottom Margin bands are not preserved when the report is exported to TXT or CSV, as well as the following formats as a single file. + + * HTML + * MHT + * RTF + * XLS + * XLSX + * image + +To learn about the specifics of editing different kinds of content, see the following sections in this document. + +* [Text Editors](#text-editors) +* [Character Comb Editors](#character-comb-editors) +* [Check Box Editor](#check-box-editor) +* [Image Editors](#image-editors) + + +## Text Editors +The [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md) and [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) controls can be assigned editors to customize their content in Print Preview. + +To enable content editing for these controls, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. + +![](../../images/eurd-web-content-editing-enable.png) + +The following editors can be used to customize a field's content in Print Preview. + +* **Default Editor** + + By default, the **Editor Name** property is not specified, and a memo edit is used as a standard editor. + + ![](../../images/eurd-web-content-editing-memoedit.png) +* **Specific Value Editors** + + You can assign a specific editor to a control using its **Editor Name** property. + + > [!NOTE] + > This option is disabled for the **Character Comb** control. + + ![](../../images/eurd-web-content-editing-specific-editor.png) + + +> [!NOTE] +> If a table cell contains other controls, its editing is disabled (but not the editing of the controls contained in this cell), which is illustrated in the following image. +> +> ![](../../images/eurd-web-content-editing-table-cell-container.png) + +## Character Comb Editors + +The **Character Comb** control displays text so that each character is printed in an individual cell. + +![Character Comb](../../images/eurd-web-character-comb-report-control.png) + +Specify the Character Comb's **Edit Options** | **Editor Name** property to use a text editor, as described in the [Text Editors](#text-editors) section above. + +## Check Box Editor +The [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control's value can be edited in Print Preview. + +To enable content editing for a check box, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. + +![](../../images/eurd-web-content-editing-enable-checkbox.png) + +In Print Preview, the control's behavior depends on the **Group ID** setting. + +* When this property is set to **null** or an empty string value, a check box can be switched either to the "checked" or "unchecked" state (the "intermediate" state is not supported) independently on other available check boxes. + + ![](../../images/eurd-web-content-editing-checkboxe.png) + +* Otherwise, the field editor behaves like a radio button, and editors with the same **Group ID** value belong to a single logical group (i.e., only one option can be selected within a group at a time). + +## Image Editors + +Image editors are used to customize the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) report control's content in Print Preview. + +To enable content editing for a picture box, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. + +![](../../images/eurd-web-content-editing-picturebox.png) + +Use the control's **Editor Name** property to assign one of the following image editors. + +* **Image Editor** + + Allows you to load an image and specify the image's size options. + + ![](../../images/eurd-web-content-editing-image.png) + +* **Signature Editor** + + Allows you to specify brush options and draw a signature. + + ![](../../images/eurd-web-content-editing-signature.png) + +* **Image and Signature Editor** (default) + + Allows you to load an image and draw a signature. The image's size options and brush options are available. + + ![](../../images/eurd-web-content-editing-image-and-signature.png) + +All the image editors listed above can include the ![](../../images/eurd-web-ContentEditing-Image-Reset-Menu-Item.png) menu item. This item is available only when the Picture Box control has an original image. + +## Export Editable Fields to PDF AcroForms + +Enable the report's **Export Options | PDF Export Options | Export Editing Fields to AcroForms** property to export [text fields](#text-editors), [check boxes](#check-box-editor), [character combs](#character-comb-editors), and [image editors](#image-editors) to PDF as editable form fields (**AcroForms**). + +![Export Editing Fields to AcroForms](../../images/eurd-web-exporteditingfieldstoacroforms.png) + +![Report Preview](../../images/eurd-web-editing-fields-preview.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/sort-a-report-in-print-preview.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/sort-a-report-in-print-preview.md new file mode 100644 index 0000000000..edc1244120 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/provide-interactivity/sort-a-report-in-print-preview.md @@ -0,0 +1,44 @@ +--- +title: Sort a Report in Print Preview +author: Anna Vekhina +--- +# Sort a Report in Print Preview + +This tutorial illustrates how to enable sorting report data in Print Preview. + +![](../../images/eurd-web-interactive-sorting-groups-result.png) + +In this tutorial, we will start with the following report displaying products [grouped](../shape-report-data/group-and-sort-data/group-data.md) by category names. + +![](../../images/eurd-web-interactive-sorting-starting.png) + +You can implement interactive sorting for both the detail data and report groups. + +## Sort Report Groups +To enable sorting report groups in Print Preview, select the label displaying product category names located in the **Group Header** band and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. + +![](../../images/eurd-web-interactive-sorting-for-groups.png) + +Expand the **Behavior** category, select the **Interactive Sorting** section, and set the **Target Band** property to *GroupHeader1*. Set the **Field Name** property to *CategoryName*. + +Switch to the **Preview** tab to sort report groups by the **CategoryName** field. When a mouse pointer hovers over the category name, it changes to a hand indicating the sorting capability. The arrow displayed at the element's right edge indicates the sorting order. + +![](../../images/eurd-web-interactive-sorting-groups-result.png) + +## Sort Detail Data +To enable sorting data in the Detail band, select the table cell displaying the **Product Name** title and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. + +![](../../images/eurd-web-interactive-sorting-detail.png) + +Set the **Target Band** property to *Detail* and expand the **Sort Fields** section and add a new sort field to sort detail data by the product name. Set the table cell's **Field Name** property to the _ProductName_ field. + +On switching to the Preview tab, you can now sort data in the Detail band by the **ProductName** field. + +![](../../images/eurd-web-interactive-sorting-detail-result.png) + +If you provide interactive sorting to multiple fields, clicking another field clears all the previously applied data sorting. Hold the SHIFT key while clicking to preserve the existing sorting settings and thus sort against multiple fields. + +To disable data sorting against a specific field, hold the CTRL key on its caption click. + +> [!NOTE] +> Reports embedded into the current report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control do not support interactive data sorting. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools.md similarity index 100% rename from reporting-for-web/articles/report-designer/report-designer-tools.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/chart-designer.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/chart-designer.md new file mode 100644 index 0000000000..9fd2721d6e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/chart-designer.md @@ -0,0 +1,51 @@ +--- +title: Chart Designer +author: Anna Vekhina +--- + +# Chart Designer + +## Chart Designer Overview + +The **Chart Designer** allows you to quickly create and customize [charts](../use-report-elements/use-charts.md) in the [End-User Report Designer](../../report-designer.md). + +![](../../images/eurd-web-chart-designer.png) + +To invoke the Chart Designer, click the **Run Designer** button over the chart control. + +![](../../images/eurd-web-chart-control-run-designer-button.png) + +The Chart Designer consists of three main parts that are described below. + +## Chart Structure + +The **Chart Structure** tree enables you to explore and manage a structure of a chart and its elements. + +When you click a chart element in the tree, the designer's **Properties** panel displays settings of this element. + +To create a new series, click the plus ![](../../images/eurd-web-report-explorer-add-style.png) button for the **Series** collection and select a required series type in the invoked window. + +![](../../images/eurd-web-chart-designer-add-series-button.png) + +To add elements to other collections (**Titles**, **Legends**, etc.), simply click the plus ![](../../images/eurd-web-report-explorer-add-style.png) button. + +To delete an element, select it and click the **Remove** ![](../../images/eurd-web-fieldlist-data-source-delete.png). + +## Chart Layout + +The **Chart Layout** area displays the preview of the created chart. + +![](../../images/eurd-web-chart-designer-layout.png) + +This part also provides the following buttons: + +| Icon | Description | +|---|---| +|![](../../images/eurd-web-designer-main-toolbar-undo.png)| Reverses the most recent action. | +|![](../../images/eurd-web-designer-main-toolbar-redo.png)| Performs the action you have previously undone. | + +##Chart Properties + +The **Properties** panel allows you to view and change settings of a chart and its elements. Changing any property updates the chart layout to display the current state. + +![](../../images/eurd-web-chart-designer-properties.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard.md new file mode 100644 index 0000000000..895acf59ba --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard.md @@ -0,0 +1,23 @@ +--- +title: Data Source Wizard +owner: Anna Gubareva +--- +# Data Source Wizard + +The Data Source Wizard enables you to add data sources to a report. + +![](../../images/eurd-web-data-source-wizard-select-db.png) + +This wizard is available in the Report Designer if corresponding data connections are registered. + +Click the **Add Data Source...** command in the Designer's menu to run the Data Source Wizard. + +![](../../images/eurd-web-data-source-menu.png) + +On the start page, choose the data source type and click **Next** to proceed: + +* [Specify Data Source Setting (Database)](data-source-wizard/specify-data-source-settings-database.md) if you selected **Database**; +* [Specify Data Source Setting (JSON)](data-source-wizard/specify-data-source-settings-json.md) if you selected **JSON**. +* [Specify Data Source Setting (Object)](data-source-wizard/specify-data-source-settings-object.md) if you selected **Object**. +* [Specify Data Source Setting (MongoDB)](data-source-wizard/specify-data-source-settings-mongodb.md) if you selected **MongoDB**. +* [Specify Data Source Setting (Data Federation)](data-source-wizard/specify-data-source-settings-federation.md) if you selected **Data Federation**. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md new file mode 100644 index 0000000000..22b2e8784b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md @@ -0,0 +1,85 @@ +--- +title: Specify Data Source Settings (Database) +owner: Anna Gubareva +--- +# Specify Data Source Settings (Database) + +This page appears if you selected **Database** on the start page. + +![](../../../images/eurd-web-data-source-wizard-choose-a-data-connection.png) + +## Choose a Data Connection + +Select a data connection from the list. + +![](../../../images/eurd-web-report-wizard-choose-data-connection.png) + +## Choose Queries + +Check tables, views and/or stored procedures to include them in a data source as separated queries. + +![](../../../images/eurd-web-report-wizard-choose-queries.png) + +You can also check specific data fields. + +![](../../../images/eurd-web-report-wizard-choose-data-fields.png) + +To join multiple data tables and shape the resulting data, click the **Queries** category's plus button to invoke the [Query Builder](../query-builder.md) and create a custom query. + +![](../../../images/eurd-web-report-wizard-query-builder.png) + +If you enabled custom SQL queries, the plus button invokes a context menu. You can choose whether to run the Query Builder or Custom SQL Editor. + +![](../../../images/eurd-web-report-wizard-custom-query-menu.png) + +You can click the ![](../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the query or the ![](../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove the query. + +Once you finished the wizard, the data source becomes available in the [Report Explorer](../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../ui-panels/field-list.md) reflects the data source structure. + +![](../../../images/eurd-web-report-wizard-queries-result.png) + +## Configure Master-Detail Relationships + +This step is available when you selected several tables or queries. + +To create a master-detail relationship, hover the master table name, click the plus button and choose the detail table. + +![](../../../images/eurd-web-binding-data-source-wizard-master-detail-relations.png) + +Select the required key fields (columns) to connect tables. + +![](../../../images/eurd-web-binding-data-source-wizard-master-detail-key-fields.png) + +Click **OK** to close the **Master-Detail Relation Editor**. + +After the wizard is completed, the Field List reflects the master-detail hierarchy. + +![](../../../images/eurd-web-report-wizard-master-detail-result.png) + +## Configure Query Parameters + +This step is available if you selected a parameterized stored procedure or created a custom query. + +Select a query and click the plus button to add a new parameter. + +![](../../../images/eurd-web-report-wizard-query-parameters.png) + +Click the ![](../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the parameter or the ![](../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove it. + +You can use the following approaches to specify a parameter value: + +* **Assign a static value** + + Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. + + ![](../../../images/eurd-web-report-wizard-parameter-static-value.png) + +* **Provide a dynamic parameter value** + + Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked. + + ![](../../../images/eurd-web-report-wizard-parameter-dynamic-value.png) + + If you design the current report in the wizard, you can map a query parameter to an existing report parameter. To do this, use the **?parameterName** syntax. + + ![](../../../images/eurd-web-report-wizard-parameter-mapping.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-federation.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-federation.md new file mode 100644 index 0000000000..77772c8ce6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-federation.md @@ -0,0 +1,43 @@ +--- +title: Specify Data Source Settings (Data Federation) +--- +# Specify Data Source Settings (Data Federation) + +The wizard appears if you select **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. The **Data Federation** option is available only if a report contains at least one data source. + +## Create a Federated Query + +### Include Data into Separate Queries + +Enable check boxes for data fields, queries, and entire data sources. The selected items are included in data federation as separate queries. + +![Web Data Source Wizard - Select Queries for Federation](../../../images/web-data-source-federation-separate-queries.png) + +In the next section, configure master-detail relationships between selected items. To create a master-detail relationship, click the master table's plus button. Next, select the detail table in the list and connect the key fields. + +For a detailed tutorial on how to create a federated data source that retrieves data from multiple data sources and sets the master-detail relationship between the queries, refer to the following topics: + +- [Bind a Report to a Federated Master-Detail Data Source](../../bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md) + +### Combine Data into a Single Query + +To combine data from multiple data sources into a single query, hover over the Federated Query string. Click Add query (the + sign) and select one of the query types: + +![Web Data Source Wizard - Create a Federated Query](../../../images/web-data-source-federation-combine-queries.png) + +The following query types are available: + +Join +: Combines rows from two or more sources based on a clause. + +Union and Union All +: The Union query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The Union All query does the same, except it does not remove duplicated rows. You can create a union query for data sources if data types of their columns are implicitly converted. + +Transformation +: If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. + +For instructions on how to bind a report to a Federated Data Source depending on the query type, refer to the following topics: + +- [Bind a Report to a Join-Based Federated Data Source](../../bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md) +- [Bind a Report to a Union-Based Federated Data Source](../../bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md) +- [Bind a Report to a Transformation-Based Data Source](../../bind-to-data/bind-a-report-to-a-transformation-based-data-source.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md new file mode 100644 index 0000000000..d68d028c26 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md @@ -0,0 +1,46 @@ +--- +title: Specify Data Source Settings (JSON) +owner: Anna Gubareva +--- +# Specify Data Source Settings (JSON) + +This page appears if you selected **JSON** on the start page. + +![](../../../images/eurd-web-report-wizard-json-settings.png) + +## Select an Existing Data Connection + +Select the first option and choose a data connection from the list. + +![](../../../images/eurd-web-report-wizard-json-existing-data-connection.png) + +## Create a New Data Connection + +Select the second option to create a new connection. + +![](../../../images/eurd-web-report-wizard-json-new-data-connection.png) + +Specify the connection name and select the JSON source type. + +* **Web Service Endpoint (URI)** + + ![](../../../images/eurd-web-report-wizard-json-web-service-endpoint.png) + + You can also specify the Web Service Endpoint's request parameters (username and password, path parameters, query parameters, or header parameters). + + ![](../../../images/eurd-web-report-wizard-json-request-parameters.png) + +* **JSON String** + + ![](../../../images/eurd-web-report-wizard-json-string.png) + + You can also use the **Upload JSON** button to load content from the selected JSON file. + +## Select Data Fields + +At this step, the wizard shows the JSON schema. Check the data fields you want to include in your report. + +![](../../../images/eurd-web-report-wizard-json-select-data-fields.png) + +Click **Next** to proceed. + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-mongodb.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-mongodb.md new file mode 100644 index 0000000000..b556e2304b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-mongodb.md @@ -0,0 +1,30 @@ +--- +title: Specify Data Source Settings (MongoDB) +--- +# Specify Data Source Settings (MongoDB) + +This page appears when you select **MongoDB** on the start page. + +## Choose a Data Connection + +Select a connection from the list: + +![Web Data Source Wizard - Select Connection for MongoDB](../../../images/web-wizard-mongodb-select-connection.png) + +## Configure Queries + +In the next section, configure queries. Click the plus sign to add a new query. Specify the database, collection, and alias. + +![Web Data Source Wizard - Configure Queries](../../../images/web-wizard-mongodb-configure-queries.png) + +To add a filter condition to a query, click the ellipsis in the Filter column. Specify the condition in the [Filter Editor](../filter-editor.md) dialog. + +To delete a query, click the Delete button. + +## Select Data Fields + +Use check boxes to select required data fields: + +![Web Data Source Wizard - Select Data Fields](../../../images/web-wizard-mongodb-select-data-fields.png) + +Click **Finish** to add the data source. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md new file mode 100644 index 0000000000..c10cc6f39c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md @@ -0,0 +1,41 @@ +--- +title: Specify Data Source Settings (Object) +owner: Sergey Andreev +--- +# Specify Data Source Settings (Object) + +This page appears if you selected **Object** on the wizard's start page. + +![](../../../images/eurd-datasource-wizard-object-datasource.png) + +## Choose an Object + +Select a data object or constructor from the list. If you select a data object, its default constructor is used. + +![](../../../images/eurd-datasource-wizard-object-datasource-select-object.png) + +## Choose a Data Member + +Select the method that should provide data or select **Entire Object** to bind the report to the object's fields. + +![](../../../images/eurd-report-wizard-object-datasource-select-member.png) + +## Configure Parameters + +Specify constructor and/or data member parameters, if required. + +![](../../../images/eurd-report-wizard-object-datasource-configure-parameters.png) + +You can use expressions to provide data source parameter values. Click the ![](../../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor, or click the parameter's ellipsis button to launch the [Expression Editor](../expression-editor.md). You can use [report parameters](../../use-report-parameters.md) in expressions to specify an input value for a data source parameter. + +![](../../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) + +To return to the value mode, click the ![](../../../images/eurd-report-wizard-object-datasource-f-button.png) button again. + +![](../../../images/eurd-report-wizard-object-datasource-configure-parameters-value.png) + +Click **Finish** to close the Data Source Wizard. + +Once you finished the wizard, the data source becomes available in the [Report Explorer](../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../ui-panels/field-list.md) reflects the data source structure. + +![](../../../images/eurd-report-wizard-object-datasource-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/design-surface.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/design-surface.md new file mode 100644 index 0000000000..5c9377fe02 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/design-surface.md @@ -0,0 +1,83 @@ +--- +title: Design Surface +author: Anna Vekhina +--- +# Design Surface + +The **Design Surface** displays a report that is being edited in the [Web Report Designer](../../report-designer.md). + +![](../../images/eurd-web-designer-surface.png) + +## Rulers + +The horizontal and vertical rulers display tickmarks in your report's specified [measurement units](../configure-design-settings/change-a-report-measurement-units.md). Click an element to evaluate its size and location using the rulers. + +The horizontal ruler also allows you to modify the report's side margins (the report's **Margins** property value) by moving the left and right sliders on the ruler. + +![](../../images/eurd-web-designer-surface-horizontal-ruler.png) + +You can move a report band's vertical ruler resizing rectangles to change its height. + +![](../../images/eurd-web-designer-surface-vertical-ruler.png) + +## Band Captions + +In the Report Designer, each [report band](../introduction-to-banded-reports.md) carries a caption, the tab title and color, which depends on the band kind. These captions are not printed in the resultant report document and are only visible at design time. + +You can expand or collapse a band's content at design time by clicking the tab on the left side of the band. + +![](../../images/eurd-web-designer-surface-band.png) + +To access a band's properties, click the band's caption and switch to the [Properties Panel](ui-panels/properties-panel.md). + +## Context Menus + +Context menus provide quick access to actions for the selected report element. Right-click a report element to invoke the context menu: + +![Web Report Designer - Context Menu for Report Controls](../../images/web-report-designer-context-menu-control.png) + +Context menus allow you to do the following: + +* Add new bands, if you selected a report. + + ![Web Report Designer - Context Menu for Bands](../../images/web-report-designer-context-menu-bands.png) + +* Manage cells, rows, and columns in a table. + + ![Web Report Designer - Context Menu for Table Cells](../../images/web-report-designer-context-menu-table-cells.png) + +* Change element layout (for example, align elements to each other, snap to grid, change content alignment). + + ![Web Report Designer - Align and Position Elements](../../images/web-report-designer-context-menu-align.png) + +Context menus are also available in [Field List](ui-panels/field-list.md) and [Report Explorer](ui-panels/report-explorer.md) windows. + +## Smart Tags + +When you select a report element (report, band, or report control), a smart tag and expression button are displayed next to the element on the Design Surface: + +![Web Report Designer - Smart Tag and Expression Buttons](../../images/web-report-designer-smart-tags-expressions.png). + +The expression button invokes the [Expression Editor](ui-panels/expressions-panel.md). + +The smart tag opens a panel with the element's most commonly used properties: + +![Web Report Designer - Smart Tag](../../images/web-report-designer-smart-tag.png) + +The smart tag contains properties from the element's **Task** group of the Properties Panel. Note that complex properties (for example, `Symbology` for a Barcode control) need to be configured in the **Properties Panel**. + +## Data Binding Indication + +The Report Designer displays a database barrel icon above [data-bound](../use-report-elements/bind-controls-to-data.md) report controls. + +You can click the [Validate Bindings](../use-report-elements/validate-report-data-bindings.md) toolbar button to highlight report controls with invalid [expression/data bindings](../use-expressions/data-binding-modes.md). This allows you to determine if the specified expression has an incorrect syntax or uses non-existing data source fields. + +![](../../images/eurd-web-validation-bindings.png) + +## In-Place Editors + +In-place editors allow you to edit the text-oriented controls' content ([Barcode](../use-report-elements/use-bar-codes.md), [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md), [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md)) by double-clicking them. + +![](../../images/eurd-web-designer-surface-in-place-editor.png) + +You can switch between a report's **Design** and **Preview** mode using the corresponding buttons in the [Main Toolbar](toolbar.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/expression-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/expression-editor.md new file mode 100644 index 0000000000..5d25adc628 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/expression-editor.md @@ -0,0 +1,81 @@ +--- +title: Expression Editor +author: Anna Vekhina +--- + +# Expression Editor + +This document describes how to use the **Expression Editor** to specify expressions in the [Report Designer](../../report-designer.md). + +Invoke the **Expression Editor** from a property's popup menu in the [Properties Panel](ui-panels/properties-panel.md). Click the property's marker and select the **_PropertyName_ Expression**. + +![](../../images/eurd-web-report-designer-property-popup-menu.png) + +If a property's editor displays an ellipsis button, you can click this button to invoke the **Expression Editor** and specify an expression that evaluates to the property's value. + +![](../../images/eurd-web-report-designer-expressions-tab.png) + +The **Expression Editor** offers a choice of functions, operators, data source fields, report elements, constants, and variables to create an expression. + +![](../../images/eurd-web-expression-editor-construct-expression.png) + +An expression can span multiple lines. + +![](../../images/eurd-web-report-designer-expression-multiple-lines.png) + +You can add single-line or multi-line comments in the following format: `/* comment text */`. + +![](../../images/eurd-web-expression-editor-comments.png) + +The **Expression Editor** highlights an expression's syntax and supports intelligent code completion (it suggests functions and available data elements as you type). + +![](../../images/eurd-web-report-designer-expression-editor-code-completion.png) + +An error icon appears if an expression contains errors. Hover the mouse pointer over this icon to invoke a pop-up notification that shows the location of the error. + +![](../../images/eurd-web-expression-editor-error.png) + +See the [Expression Language](../use-expressions/expression-language.md) topic for the expression syntax description. + +## Expression Syntax + +Take into account the following syntax conventions when using the Expression Editor: + +* Reference a data field in the expression by enclosing its name in the square brackets (for example, **[ProductName]**). + +* Insert [report parameters](../use-report-parameters.md) and [query parameters](../bind-to-data/specify-query-parameters.md) by typing a question mark before their names (for instance, **?parameter1**). + +* Denote string values with apostrophes. Type a double apostrophe to embed an apostrophe into an expression's text (for example, **'It''s sample text'**). + +* Enclose date-time constants with hashtags (**[OrderDate] >= #1/1/2016#**). + +* Use a question mark to specify a null reference (one that does not refer to any object) (**[Region] != ?**). + +* If an expression involves the use of different types, you can convert them to the same type using dedicated functions (for instance, **Max(ToDecimal([Quantity]),[UnitPrice])**). + +## Using the Expression Editor + +When [expression bindings](../use-report-elements/bind-controls-to-data.md) are enabled in your reports, the Report Designer contains the [Expressions](ui-panels/expressions-panel.md) tab allowing you to assign values to various element properties. Clicking any property's ellipsis button invokes the Expression Editor, in which you can specify custom expressions with the available data fields. + +![](../../images/eurd-web-expression-editor-expressions-tab.png) + +In the [data binding](../use-report-elements/bind-controls-to-data.md) mode, you can use the Expression Editor in the following cases: + +* **Edit a Calculated Field's Expression** + + Access a [calculated field](../shape-report-data/use-calculated-fields/calculated-fields-overview.md)'s settings in the Field List and click **Expression** property's ellipsis button. + + ![](../../images/eurd-web-expression-editor-calculated-field.png) + +* **Specify a Query Parameter's Value** + + In the [Configure Query Parameters](data-source-wizard/specify-data-source-settings-database.md) wizard page, set the parameter type to **Expression** and click the **Value** property's the ellipsis button. + + ![](../../images/eurd-web-sql-ds-wizard-configure-query-parameters-expression-editor.png) + +* **Construct a Formatting Rule's Condition** + + Access the [formatting rule](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md)'s settings in the [Properties](ui-panels/properties-panel.md) panel and click the **Condition** property's ellipsis button. + + ![](../../images/eurd-web-shaping-formattin-rule-appearance-condition.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/filter-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/filter-editor.md new file mode 100644 index 0000000000..17e15419e9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/filter-editor.md @@ -0,0 +1,70 @@ +--- +title: Filter Editor +author: Anna Vekhina +--- + +# Filter Editor + +This document describes the Filter Editor available in the [End-User Report Designer](../../report-designer.md). + +## Filter Editor Overview + +The **Filter Editor** provides a visual interface for constructing filter criteria of varying complexity with an unlimited number of filter conditions combined by logical operators. + +![](../../images/eurd-web-filter-editor.png) + +A filter condition consists of three parts: + +* A field of a data source to which a report is bound. +* Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. +* A static operand value, another data field or a report parameter. + +You can arrange specific conditions into groups with **And**, **Or**, **No And** , and **Not Or** operators. + +## Invoke the Filter Editor +You can invoke the Filter Editor in one of the following ways: + +* In the [Properties](ui-panels/properties-panel.md) panel, click the ellipsis button for the report's **Filter String** property to filter data at the report level. + + ![](../../images/eurd-web-filter-string-property.png) + +* In the [Query Builder](query-builder.md), click the ellipsis button for the **Filter** or **Group Filter** property to filter data at the data source level. + + ![](../../images/eurd-web-filter-string-query-builder.png) + + +## Tree-Like Filtering + +The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator combining all the conditions. + +Click the plus button next to the operator to add a new condition or group. + +![](../../images/eurd-web-filter-editor-add-condition.png) + +You can select the required data field and comparison operator from the corresponding drop-down lists and enter an operand value in the dedicated value box. + +![](../../images/eurd-web-filter-editor-simple-condition.png) + +Expand the drop-down menu for a value placeholder and select **Property** or **Parameter** to compare a data field with another data field or a report parameter. Then, click the converted placeholder and select the required item. + +![](../../images/eurd-web-filter-editor-value-parameter.png) + +You can change the logical operator by clicking it and selecting the desired type. + +![](../../images/eurd-web-filter-editor-change-logical-operator.png) + +Click the filter condition's ![](../../images/eurd-web-filter-editor-remove-button.png) button to delete it. + +## Text-Based Filtering + +In the advanced mode, the Filter Editor allows you to type a filter string manually. + +![](../../images/eurd-web-filter-editor-advanced-mode.png) + +Refer to the [Expression Language](../use-expressions/expression-language.md) topic for the list of available operators and functions and for details on their usage. + +This editor supports intelligent code completion (suggesting functions and available data columns as you type). + +![](../../images/eurd-web-filter-code-completion.png) + +The ![](../../images/eurd-web-expression-editor-error-icon.png) icon appears if a condition contains any errors. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/format-string-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/format-string-editor.md similarity index 83% rename from reporting-for-web/articles/report-designer/report-designer-tools/format-string-editor.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/format-string-editor.md index 63be9317bb..4ac8674bd4 100644 --- a/reporting-for-web/articles/report-designer/report-designer-tools/format-string-editor.md +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/format-string-editor.md @@ -1,52 +1,52 @@ ---- -title: Format String Editor -author: Anna Vekhina ---- - -# Format String Editor - -The **Format String Editor** provides the capability to apply the required formatting for report elements to display their incoming data. It allows you to easily select one of the built-in formats or create your own. For instance, you can format a numeric value as currency, display a date/time value in one of the standard forms depending on the culture, etc. - -## Use Standard Formats - -The Format String Editor contains numerous built-in formatting presets grouped by categories. - -![](../../../images/eurd-web-format-string-editor-number.png) - -All categories are displayed in the **Category** list on the left side. The **Types** list on the right side contains formats available within the selected category. The editor also allows you to see the preview of the selected format in the **Preview** section. - -## Use General Formats - -In the **General** category, you can enter the **Prefix** and **Suffix** specifying custom text that will be added before and after the output value, respectively. - -![](../../../images/eurd-web-format-string-editor-general.png) - -## Create Custom Formats -To create a custom format, enter the format string in the dedicated editor and click **Add**. The format will be added to the end of the **Types** list and automatically selected. - -![](../../../images/eurd-web-format-string-editor-custom.png) - -You can then remove a custom format by clicking the corresponding ![](../../../images/eurd-web-filter-editor-remove-button.png) button. - -## Run the Format String Editor - -You can invoke the Format String Editor to format values of a control's bindable properties (not the control's static content) and summary values. - -* **Basic Formatting** - - It is common to format an [Label](../use-report-elements/use-basic-report-controls/label.md)'s **Label Text** property. To do this, expand the **Tasks** or **Data** category and click the ellipsis button for the **Text Format String** property. - - ![](../../../images/eurd-web-label-format-string.png) - -* **Formatting Summaries** - - When a summary function is applied to a control's dynamic content, value formatting is specified separately. To do this, expand the **Label Tasks** or **Data** category. Then, in the **Summary** section, click the ellipsis button for the **Format String** property. - - ![](../../../images/eurd-web-format-string-editor-summary-format-string.png) - - The summary format has priority over the general value format. - - - - - +--- +title: Format String Editor +author: Anna Vekhina +--- + +# Format String Editor + +The **Format String Editor** provides the capability to apply the required formatting for report elements to display their incoming data. It allows you to easily select one of the built-in formats or create your own. For instance, you can format a numeric value as currency, display a date/time value in one of the standard forms depending on the culture, etc. + +## Use Standard Formats + +The Format String Editor contains numerous built-in formatting presets grouped by categories. + +![](../../images/eurd-web-format-string-editor-number.png) + +All categories are displayed in the **Category** list on the left side. The **Types** list on the right side contains formats available within the selected category. The editor also allows you to see the preview of the selected format in the **Preview** section. + +## Use General Formats + +In the **General** category, you can enter the **Prefix** and **Suffix** specifying custom text that will be added before and after the output value, respectively. + +![](../../images/eurd-web-format-string-editor-general.png) + +## Create Custom Formats +To create a custom format, enter the format string in the dedicated editor and click **Add**. The format will be added to the end of the **Types** list and automatically selected. + +![](../../images/eurd-web-format-string-editor-custom.png) + +You can then remove a custom format by clicking the corresponding ![](../../images/eurd-web-filter-editor-remove-button.png) button. + +## Run the Format String Editor + +You can invoke the Format String Editor to format values of a control's bindable properties (not the control's static content) and summary values. + +* **Basic Formatting** + + It is common to format an [Label](../use-report-elements/use-basic-report-controls/label.md)'s **Label Text** property. To do this, expand the **Tasks** or **Data** category and click the ellipsis button for the **Text Format String** property. + + ![](../../images/eurd-web-label-format-string.png) + +* **Formatting Summaries** + + When a summary function is applied to a control's dynamic content, value formatting is specified separately. To do this, expand the **Label Tasks** or **Data** category. Then, in the **Summary** section, click the ellipsis button for the **Format String** property. + + ![](../../images/eurd-web-format-string-editor-summary-format-string.png) + + The summary format has priority over the general value format. + + + + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/localization-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/localization-editor.md new file mode 100644 index 0000000000..7e6c062794 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/localization-editor.md @@ -0,0 +1,30 @@ +--- +title: Localization Editor +author: Sergey Andreev +--- +# Localization Editor + +The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. + +![](../../images/eurd-web-localization-editor-german.png) + +The top panel allows you to change the report's language, add a new language to start localization or delete a language. + +The main panel contains a grid that displays the text in the default language and the corresponding text in the selected language. Each row represents the **Text** property of a report element. When you click a grid row, the Designer view navigates to the report element on the Report Designer surface and highlights the element + +The text strings for the selected language are editable. When a user finishes editing text, the Report Designer displays the updated text. + +## Invoke the Editor + +Click **Localization** in the Report Designer menu: + +![](../../images/eurd-web-localization-editor-in-menu.png) + +## Use the Editor + +1. Select the language in the combo box in the top panel. The languages with localization strings in the report are highlighted in bold. +2. Enter the text in the Search field in the top panel or scroll the main panel to find the text you want to change. The report's design surface scrolls to display the selected control and highlights it. +3. Enter the new text. The text is applied to the report control and reflected in the report layout. +4. Save the report. + +![](../../images/eurd-web-localization-editor-with-report.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/master-detail-relation-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/master-detail-relation-editor.md new file mode 100644 index 0000000000..93cfe5fa09 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/master-detail-relation-editor.md @@ -0,0 +1,19 @@ +--- +title: Master-Detail Relation Editor +author: Anna Vekhina +--- + +# Master-Detail Relation Editor + +When a data source contains two or more [queries](data-source-wizard/specify-data-source-settings-database.md), clicking the ![](../../images/eurd-web-report-wizard-edit-query.png) button in the [Field List](ui-panels/field-list.md) will invoke the **Master-Detail Relation Editor**. + +![](../../images/eurd-web-open-master-detail-relation-editor.png) + +Using this editor, you can define master-detail relationships between queries by specifying their corresponding key fields. + +![](../../images/eurd-web-master-detail-relation-editor.png) + +This allows you to create hierarchical data sources that are used to create nested [master-detail reports](../create-reports/master-detail-reports-with-detail-report-bands.md). + +> [!NOTE] +> Although it is also possible to [join different tables](query-builder.md) within a single query, creating hierarchical data sources is preferred in most cases to provide better performance (in general, master-detail reports are generated faster than similar-looking reports created by grouping "flat" data sources). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/menu.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/menu.md new file mode 100644 index 0000000000..260a7a4f77 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/menu.md @@ -0,0 +1,26 @@ +--- +title: Main Menu +author: Anna Vekhina +--- +# Main Menu + +The Web Report Designer menu is invoked by clicking the menu button in the upper-left corner of the designer's user interfaces. + +![Main menu](../../images/eurd-web-main-menu.png) + +Note that some of the menu commands listed in this topic are only available when specific conditions are met. Visibility conditions for such commands are provided in the command description. + +The menu contains the following commands. + + +| Command | Icon | Description | +|---|---|---| +| New |![](../../images/eurd-web-main-menu-add.png)| Creates a report and opens it in a new tab. This command is only available when the Report Designer is provided with a report storage. | +| New via Wizard |![](../../images/eurd-web-main-menu-new-via-wizard.png)| Invokes the [Report Wizard](report-wizard.md) to create a new report. This command is only available when the Report Designer is provided with a report storage. | +| Open |![](../../images/eurd-web-main-menu-open.png)| Invokes the **Open Report** dialog to retrieve a report from the list of [saved reports](../save-reports.md) and [open](../open-reports.md) it in a new tab. This command is only available when the Report Designer is provided with a report storage. | +| Design in Report Wizard |![](../../images/eurd-web-main-menu-design-in-wizard.png)| Invokes the [Report Wizard](report-wizard.md) to edit the current report and generate the report layout. | +| Add Data Source |![](../../images/eurd-web-main-menu-add-sql-ds.png)| Invokes the [Data Source Wizard](data-source-wizard.md) to create a new data source and configure it. This command is only available when the Report Designer is provided with a set of default data connections. | +| Localization |![](../../images/eurd-web-main-menu-localization.png)| Invokes the [Localization Editor](localization-editor.md) that allows you to change the text of the localizable textual properties for all the controls in a report. | +| Save |![](../../images/eurd-web-main-menu-save.png)| [Saves](../save-reports.md) the current report. This command is only available when the Report Designer is provided with a report storage.| +| Save As |![](../../images/eurd-web-main-menu-saveas.png)| Invokes the **Save Report** dialog to save the current report to the report storage under a new URL. This command is only available when the Report Designer is provided with a report storage. | +| Exit |![](../../images/eurd-web-main-menu-exit.png)| Closes the [Web Report Designer](../../report-designer.md). | diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/query-builder.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/query-builder.md new file mode 100644 index 0000000000..96ac0661c2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/query-builder.md @@ -0,0 +1,178 @@ +--- +title: Query Builder +owner: Anna Vekhina +--- +# Query Builder + +The **Query Builder** is a visual queries editor. You can invoke it from the [Data Source Wizard](data-source-wizard.md). + +## Select Tables +Drag and drop a specific table or view onto the Query Builder design surface to include it into a query result set. + +![](../../images/eurd-web-designer-query-builder-select-table-drag-and-drop.png) + +The Query Builder provides a toolbar with the following commands: + +| Icon | Description | +|---|---| +| ![web-designer-query-builder-button-delete](../../images/eurd-web-designer-query-builder-button-delete.png) | Removes the selected table or view from the query. | +| ![web-designer-query-builder-button-undo](../../images/eurd-web-designer-query-builder-button-undo.png) | Reverses the most recent action. | +| ![web-designer-query-builder-button-redo](../../images/eurd-web-designer-query-builder-button-redo.png) | Performs the previously undone action. | + +Enable check boxes for the table columns you want to include into the query result set. + +![](../../images/eurd-web-designer-query-builder-select-fields.png) + +Use the search box to find a table or view by name. + +![](../../images/eurd-web-designer-query-builder-search-tables.png) + +## Join Tables +The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). The connected columns should have identical data types. + +![](../../images/eurd-web-designer-query-builder-join-tables.png) + +Click the data relation to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. + +![](../../images/eurd-web-designer-query-builder-join-tables-selection-properties.png) + +A left outer join returns all the values from an inner join along with all values in the "left" table that do not match to the "right" table and includes rows with NULL (empty) values in the key field. + +If you select the left outer join, the relationship line displays an arrow which points at the "right" table of the join clause. + +![](../../images/eurd-web-designer-query-builder-join-tables-left-outer.png) + +The executed query returns a "flat" table which joins different tables within a single query. The specified join options define which data records compose the query result set. + +> [!NOTE] +> We recommend you to use [hierarchical data sources](master-detail-relation-editor.md) because the reporting engine generates master-detail reports faster than similar-looking reports which obtains data from "flat" data sources. + +## Filter Data +Expand the **Query Properties** section to display the query options. + +![](../../images/eurd-web-designer-query-builder-selection-properties.png) + +The query provides the following options: + +* **Name** + + Specifies a custom query name (alias). +* **Filter** + + Runs the [Filter Editor](filter-editor.md) where you can specify filter conditions for the resulting data. Filter criteria may contain [query parameters](../bind-to-data/specify-query-parameters.md). +* **Group Filter** + + Runs the Filter Editor where you can specify filter conditions for grouped and aggregated data. This option is enabled only for grouped data. +* **Select All (*)** + + Specifies whether to include all columns from the selected tables and/or views to the query result set, regardless of their individual settings. + + The default value is **No**. + +* **Select Top** + + Specifies the number of first records to include to the query result set. The default value is **0** and indicates that the query result set contains all records that meet all other filter conditions. + +* **Offset** + + Specifies the number of records to skip before the report engine retrieves data. This option is available only for sorted data. + +* **Select distinct** + + Specifies whether to include only distinct values to the result set. + + The default value is **No**. + +## Shape Data +Select a table or view and click a data column to display the data column options. + +![](../../images/eurd-web-designer-query-builder-shape-data.png) + +The **Column Properties** section contains the following options: + +* **Name** + + Indicates the column name which the Query Builder obtains from the database. +* **Type** + + Indicates the column's data type. + + The Query Builder provides information about the maximum string length for string columns. +* **Alias** + + Specifies a custom column name (alias). + + Include a column into a query to enable this option. +* **Output** + + Specifies whether to include the column into the query result set. +* **Sort Type** + + Specifies whether to preserve the original data records' order within the column, or sort them (in an ascending or descending order). +* **Sort Order** + + Apply sorting to the data column's records to enable this option. + + It defines the sorting priority for multiple columns (the less this number is, the higher the priority). + + For example, set the sort order to **1** for the column **A** and set it to **2** for the column **B**. The Query Builder first sorts the query by column **A** and then by the column **B**. + + All columns' sort order automatically updates when you change this setting for one column. It allows you to avoid conflict of priorities. + +* **Group By** + + Specifies whether to group the query result set by this column. + + > [!NOTE] + > You should apply grouping and/or aggregation to each selected column. + +* **Aggregate** + + Specifies whether to aggregate the column's data records. + + You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**. + + The Query Builder discards individual data records from the query result set and keep only the aggregate function result when you apply any of these functions. + + > [!NOTE] + > Use aggregation/grouping either for all selected columns or for none of them. The Query Builder applies grouping to all selected columns automatically if you apply the aggregation to one column. The Query Builder resets grouping against other columns when you remove all aggregation functions. + +## Use Query Parameters + +Use the **Parameters** section to add, remove and edit [query parameters](../bind-to-data/specify-query-parameters.md). + +![](../../images/eurd-web-designer-query-builder-parameters.png) + +Each query parameter provides the following properties: + +* **Name** + + Specifies the query parameter's name. + +* **Type** + + Specifies the parameter value's data type. + + Set this property to **Expression** to generate parameter values dynamically. + +* **Result Type** + + Specifies the data type of the expression's result value. + + This property is enabled if the query parameter's type is **Expression**. + +* **Value** + + Determines the query parameter's actual value. + + You can specify a static actual value according to the selected value's data type. + + Alternatively, construct an expression to generate actual parameter values dynamically. Click this property's ellipsis button to invoke the [Expression Editor](../report-designer-tools/expression-editor.md) and create an expression. This ellipsis button is enabled if you set the query parameter's type to **Expression**. + + +## Preview Results +Click the **Preview Results** button to test a query on the actual data's limited subset at any time. + +The opened **Data Preview** screen displays the first **100** data records of the query result set. + +![web-designer-query-builder-data-preview](../../images/eurd-web-designer-query-builder-data-preview.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard.md new file mode 100644 index 0000000000..4bd4e399d0 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard.md @@ -0,0 +1,56 @@ +--- +title: Report Wizard +owner: Anna Vekhina +--- + +# Report Wizard + +The Report Wizard enables you to create reports or modify existing reports based on predefined templates. + +![](../../images/eurd-web-report-wizard-table-report.png) + +The Designer's Menu has the following commands: + +* **New via Wizard** - runs the Report Wizard and creates a new report. +* **Design in Report Wizard** - runs the Report Wizard and modifies the current report. + +![](../../images/eurd-web-report-wizard-run-in-menu.png) + + +## Report Wizard Pages + +The following image shows the wizard's navigation structure: + +![](../../images/eurd-web-report-wizard-page-structure.png) + +The Wizard has a navigation panel that does the following: + +* displays the entire page list +* highlights the current page +* grays out disabled pages +* allows you to switch between pages + +![](../../images/eurd-web-report-wizard-navigation-panel.png) + + +## Select the Report Type + +On the start page, choose the report type you want to create. + +* [Empty Report](report-wizard/empty-report.md) + + Creates a blank report that is not bound to a data source. Choose this option to design your report from scratch without the wizard. + +* [Table Report](report-wizard/table-and-vertical-report.md) + + Creates a [table report](../create-reports/table-reports.md) and binds it to data. + +* [Vertical Report](report-wizard/table-and-vertical-report.md) + + Creates a [vertical report](../create-reports/vertical-reports.md) and binds it to data. + +* [Label Report](report-wizard/label-report.md) + + Creates badges, business cards, price tags and other label types. + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/empty-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/empty-report.md new file mode 100644 index 0000000000..d484623770 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/empty-report.md @@ -0,0 +1,15 @@ +--- +title: Empty Report +owner: Anna Vekhina +--- +# Empty Report + +To create an empty report, [run the Report Wizard](../report-wizard.md), select **Empty Report** and click **Finish**. + +![eurd-win-report-wizard-empty-report](../../../images/eurd-web-report-wizard-empty-report.png) + +The following image illustrates the newly added empty report's layout. + +![eurd-win-empty-report](../../../images/eurd-web-empty-report.png) + +Refer to the [Use Report Elements](../../use-report-elements.md) section for details on how to add controls to the report, and the [Bind to Data](../../bind-to-data.md) section for details on how to provide data. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/label-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/label-report.md new file mode 100644 index 0000000000..4bb7a0cfaf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/label-report.md @@ -0,0 +1,38 @@ +--- +title: Label Report +owner: Anna Gubareva +--- +# Label Report + +Select **Label Report** on the start page to create a report with labels. + +![](../../../images/eurd-web-fullscreen-report-wizard-label-report.png) + +Click **Next** to go to the **Specify Page Settings** page. + +## Select the Label Type + +Choose a label standard from the **Label Product** drop-down list. Select a label type from the **Product Number** drop-down list. The type defines the label's default size, layout, and paper type. + +![](../../../images/eurd-web-report-wizard-label-report.png) + +## Customize Label Parameters + +At this step, you can customize the page size and label settings. + +![](../../../images/eurd-web-report-wizard-label-report-options.png) + +Click **Finish** to complete report creation. + + +## Result + +After the wizard is finished, it divides the report's [Detail band](../../introduction-to-banded-reports.md) into three differently colored areas: + +* The area at the left-hand side indicates the actual band area where you can place [controls](../../use-report-elements/use-basic-report-controls.md). +* The gray area at the right-hand side defines the space where label columns are repeated. Do not place controls in this area. +* The white space specifies the indent between labels. + +![](../../../images/eurd-web-report-wizard-label-report-result.png) + +To provide report data, use the [Data Source Wizard](../data-source-wizard.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md new file mode 100644 index 0000000000..3ec5572a48 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md @@ -0,0 +1,21 @@ +--- +title: Table and Vertical Report +owner: Anna Gubareva +--- +# Table and Vertical Report + +Select **Table Report**/**Vertical Report** on the start page to create a [table](../../create-reports/table-reports.md)/[vertical](../../create-reports/vertical-reports.md) report and bind it to data. + +![](../../../images/eurd-web-report-wizard-table-report.png) + +The wizard includes the following steps: + +* [Select Data Source](table-and-vertical-report/select-data-source.md) +* Specify Data Source Settings + * [Specify Data Source Setting (Database)](table-and-vertical-report/specify-data-source-settings-database.md) + * [Specify Data Source Settings (JSON)](table-and-vertical-report/specify-data-source-settings-json.md) + * [Specify Data Source Settings (Object)](table-and-vertical-report/specify-data-source-settings-object.md) + * [Specify Data Source Settings (MongoDB)](table-and-vertical-report/specify-data-source-settings-mongodb.md) + * [Specify Data Source Settings (Data Federation)](table-and-vertical-report/specify-data-source-settings-federation.md) +* [Define Report Layout](table-and-vertical-report/define-report-layout.md) +* [Specify Page Settings](table-and-vertical-report/specify-page-settings.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md new file mode 100644 index 0000000000..4aef566699 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md @@ -0,0 +1,101 @@ +--- +title: Define Report Layout +owner: Anna Gubareva +--- +# Define Report Layout + +On this page, you can specify options to generate the report layout. + +![](../../../../images/eurd-web-report-wizard-define-report-layout.png) + +## Select Queries + +Select queries for the report and its detail reports. If you selected the **Table Report** and bound it to a database, the query list can also contain master-detail relationships. + +Table Report: + +![**Table Report**](../../../../images/eurd-web-report-wizard-table-select-queries.png) + + +Vertical Report: + +![**Table Report**](../../../../images/eurd-web-report-wizard-vertical-select-queries.png) + +* If you select one query, the wizard assigns it to the report's **DataMember** property. +* If you select two or more queries, the wizard creates the [Detail Report Band](../../../introduction-to-banded-reports.md) for each query at the same hierarchical level and assigns the band's **DataMember** property to the corresponding query. +* If you select a master-detail relationship, the wizard creates the [Detail Report Band](../../../introduction-to-banded-reports.md) under the corresponding master report and assigns the band's **DataMember** property to this relationship's name. + +## Select Data Fields + +Choose data fields from the selected queries to display them in the report. + +Table Report: + +![](../../../../images/eurd-web-report-wizard-select-report-fields.png) + +Vertical Report: + +![](../../../../images/eurd-web-report-wizard-select-report-fields-vertical.png) + +Click **Finish** if you do not need to group fields and/or display summaries. The created report looks similar to the image below. + +Table Report: + +![Table Report](../../../../images/eurd-web-report-wizard-table-result.png) + +Vertical Report: + +![Vertical Report](../../../../images/eurd-web-report-wizard-vertical-result.png) + +## Add Group Fields + +Click the **Add Group** button and select data fields in the drop-down list. + +Table Report: + +![](../../../../images/eurd-web-report-wizard-group.png) + +Vertical Report: + +![](../../../../images/eurd-web-report-vertical-wizard-group.png) + +Use arrow buttons to change the group order. + +The following image demonstrates group types: + +![Reports-GroupingConcept](../../../../images/eurd-web-reports-groupingconcept9139.png) + +You can stop the wizard at this step and get the report layout similar to the image below. + +Table Report: + +![**Table Report**](../../../../images/eurd-web-report-wizard-table-group-result.png) + +Vertical Report: + +![**Vertical Report**](../../../../images/eurd-web-report-wizard-vertical-group-result.png) + +## Add Summary Fields + +To add a summary, select a data field (numeric, date-time or Boolean) and summary function(s). + +Table Report: + +![](../../../../images/eurd-web-report-wizard-add-summary.png) + +Vertical Report: + +![](../../../../images/eurd-web-report-wizard-add-summary.png) + +* Table Reports display summaries in the Report Footer an Group Footers. +* Vertical Reports display summaries in the Vertical Total band. + +Select the **Ignore null values** checkbox to do not take data fields' empty values into account. Otherwise, these values are treated as zeros for numeric and Boolean fields and the earliest system date is used for date-time fields. + +Table Report: + +![**Table Report**](../../../../images/eurd-web-report-wizard-table-summary-result.png) + +Vertical Report: + +![**Vertical Report**](../../../../images/eurd-web-report-wizard-vertical-summary-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md new file mode 100644 index 0000000000..a02f27a0ed --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md @@ -0,0 +1,38 @@ +--- +title: Select Data Source +owner: Anna Gubareva +--- +# Select Data Source + +On this wizard page, you can select an existing data source or create a new data source. + +## Select an Existing Data Source + +Select the first option and choose a data source from the list. + +![](../../../../images/eurd-web-report-wizard-define-report-layout.png) + + +* If you create a new report, the list displays the Report Designer's predefined data sources. +* If you edit an existing report, the list contains the Report Designer's predefined data sources and data sources added to the current report with the [Data Source Wizard](../../data-source-wizard.md). + +If the report and Report Designer have data sources with identical names, this list displays the report's data source. + +Click **Next** to go to the [Define Report Layout](define-report-layout.md) page. + +## Create a New Data Source + +Choose _'No, I'd like to create a new data source'_ and select the data source type. + +![](../../../../images/eurd-web-report-wizard-select-data-source-type.png) + +> [!Note] +> You can create new data sources only if corresponding data connections are registered in the Report Designer. + +Click **Next** to proceed: + +* [Specify Data Source Setting (Database)](specify-data-source-settings-database.md) if you selected **Database**; +* [Specify Data Source Setting (JSON)](specify-data-source-settings-json.md) if you selected **JSON**. +* [Specify Data Source Setting (Object)](specify-data-source-settings-object.md) if you selected **Object**. +* [Specify Data Source Setting (MongoDB)](specify-data-source-settings-mongodb.md) if you selected **MongoDB**. +* [Specify Data Source Setting (Data Federation)](specify-data-source-settings-federation.md) if you selected **Data Federation**. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md new file mode 100644 index 0000000000..c2037a79cd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md @@ -0,0 +1,81 @@ +--- +title: Specify Data Source Settings (Database) +owner: Anna Gubareva +--- +# Specify Data Source Settings (Database) + +This page appears if you selected **Database** on the [previous page](select-data-source.md). + + +![](../../../../images/eurd-web-report-wizard-database-settings.png) + + +## Choose a Data Connection + +Select a data connection from the list. + +![](../../../../images/eurd-web-report-wizard-choose-data-connection.png) + +## Choose Queries + +Check tables, views and/or stored procedures to include them in a data source as separated queries. + +![](../../../../images/eurd-web-report-wizard-choose-queries.png) + +You can also check specific data fields. + +![](../../../../images/eurd-web-report-wizard-choose-data-fields.png) + +To join multiple data tables and shape the resulting data, click the **Queries** category's plus button to invoke the [Query Builder](../../query-builder.md) and create a custom query. + +![](../../../../images/eurd-web-report-wizard-query-builder.png) + +If you enabled custom SQL queries, the plus button invokes a context menu. You can choose whether to run the Query Builder or Custom SQL Editor. + +![](../../../../images/eurd-web-report-wizard-custom-query-menu.png) + +You can click the ![](../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the query or the ![](../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove the query. + +Once you finished the wizard, the data source becomes available in the [Report Explorer](../../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../ui-panels/field-list.md) reflects the data source structure. + +![](../../../../images/eurd-web-report-wizard-queries-result.png) + +## Configure Master-Detail Relationships + +This step is available when you selected two or more queries. + +To create a master-detail relationship, click the master query's plus button, select the detail query in the invoked list, and connect the key fields. + +![](../../../../images/eurd-web-report-wizard-master-detail-relationship.png) + +After the wizard is completed, the Field List reflects the master-detail hierarchy. + +![](../../../../images/eurd-web-report-wizard-master-detail-result.png) + +## Configure Query Parameters + +This step is available if you selected a parameterized stored procedure or created a custom query. + +Select a query and click the plus button to add a new parameter. + +![](../../../../images/eurd-web-report-wizard-query-parameters.png) + +Click the ![](../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the parameter or the ![](../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove it. + +You can use the following approaches to specify a parameter value: + +* **Assign a static value** + + Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. + + ![](../../../../images/eurd-web-report-wizard-parameter-static-value.png) + +* **Provide a dynamic parameter value** + + Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked. + + ![](../../../../images/eurd-web-report-wizard-parameter-dynamic-value.png) + + If you design the current report in the wizard, you can map a query parameter to an existing report parameter. To do this, use the **?parameterName** syntax. + + ![](../../../../images/eurd-web-report-wizard-parameter-mapping.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-federation.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-federation.md new file mode 100644 index 0000000000..2a788ce780 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-federation.md @@ -0,0 +1,43 @@ +--- +title: Specify Data Source Settings (Data Federation) +--- +# Specify Data Source Settings (Data Federation) + +The wizard appears if you selected **Data Federation** on the start page. On this wizard page, you can create federated queries based on data from other data sources. The **Data Federation** option is available only if a report contains at least one data source. + +## Create a Federated Query + +### Include Data into Separate Queries + +Enable checkboxes for data fields, queries, and entire data sources. The selected items are included in data federation as separate queries. + +![Web Report Wizard - Select Queries for Federation](../../../../images/web-report-wizard-federation-separate-queries.png) + +In the next section, configure master-detail relationships between selected items. To create a master-detail relationship, click the master table's plus button. Next, select the detail table in the list and connect the key fields. + +For a detailed tutorial on how to create a federated data source that retrieves data from multiple data sources and sets the master-detail relationship between the queries, refer to the following topics: + +- [Bind a Report to a Federated Master-Detail Data Source](../../../bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md) + +### Combine Data into a Single Query + +To combine data from multiple data sources into a single query, hover over the Federated Query string. Click Add query (the + sign) and select one of the query types: + +![Web Report Wizard - Create a Federated Query](../../../../images/web-report-wizard-federation-combine-queries.png) + +The following query types are available: + +Join +: Combines rows from two or more sources based on a clause. +Union and Union All + +: The Union query combines rows from two or more sources into one data set and removes duplicate rows in the merged source. The Union All query does the same, except it does not remove duplicated rows. You can create a union query for data sources if data types of their columns are implicitly converted. + +Transformation +: If a data source contains a complex column (an object), you can transform its properties to display them as separate columns in a flattened view. If one of the data columns is an array, you can unfold its values and display a new data row for every element of the array. When you unfold the column, you can flatten it and create a flattened view. + +For instructions on how to bind a report to a Federated Data Source depending on the query type, refer to the following topics: + +- [Bind a Report to a Join-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md) +- [Bind a Report to a Union-Based Federated Data Source](../../../bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md) +- [Bind a Report to a Transformation-Based Data Source](../../../bind-to-data/bind-a-report-to-a-transformation-based-data-source.md) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md new file mode 100644 index 0000000000..0fddac1b9f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md @@ -0,0 +1,47 @@ +--- +title: Specify Data Source Settings (JSON) +owner: Anna Gubareva +--- +# Specify Data Source Settings (JSON) + +This page appears if you selected **JSON** on the [previous page](specify-data-source-settings-database.md). + +![](../../../../images/eurd-web-report-wizard-json-settings.png) + +## Select an Existing Data Connection + +Select the first option and choose a data connection from the list. + +![](../../../../images/eurd-web-report-wizard-json-existing-data-connection.png) + +## Create a New Data Connection + +Select the second option to create a new connection. + +![](../../../../images/eurd-web-report-wizard-json-new-data-connection.png) + +Specify the connection name and select the JSON source. + +* **Web Service Endpoint (URI)** + + ![](../../../../images/eurd-web-report-wizard-json-web-service-endpoint.png) + + You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters) + + ![](../../../../images/eurd-web-report-wizard-json-request-parameters.png) + +* **JSON String** + + ![](../../../../images/eurd-web-report-wizard-json-string.png) + + You can also click the **Upload JSON** button to load the JSON string from a JSON file. + +## Select Data Fields + +At this step, the wizard shows JSON schema. Check the data fields you want to include in your report. + +![](../../../../images/eurd-web-report-wizard-json-select-data-fields.png) + +Click **Next** to proceed. + + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-mongodb.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-mongodb.md new file mode 100644 index 0000000000..78f49fdf4d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-mongodb.md @@ -0,0 +1,30 @@ +--- +title: Specify Data Source Settings (MongoDB) +--- +# Specify Data Source Settings (MongoDB) + +This page appears when you select **MongoDB** on the start page. + +## Choose a Data Connection + +Select a connection from the list: + +![Web Report Wizard - Select Connection for MongoDB](../../../../images/web-wizard-mongodb-select-connection.png) + +## Configure Queries + +In the next section, configure queries. Click the plus sign to add a new query. Specify the database, collection, and alias. + +![Web Report Wizard - Configure Queries](../../../../images/web-wizard-mongodb-configure-queries.png) + +To add a filter condition to a query, click the ellipsis in the Filter column. Specify the condition in the [Filter Editor](../../filter-editor.md) dialog. + +To delete a query, click the Delete button. + +## Select Data Fields + +Use check boxes to select required data fields: + +![Web Report Wizard - Select Data Fields](../../../../images/web-wizard-mongodb-select-data-fields.png) + +Click **Finish** to add the data source. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md new file mode 100644 index 0000000000..e5a681166c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md @@ -0,0 +1,37 @@ +--- +title: Specify Data Source Settings (Object) +owner: Sergey Andreev +--- +# Specify Data Source Settings (Object) + +This page appears if you selected **Object** on the [previous page](../table-and-vertical-report.md). + +![](../../../../images/eurd-report-wizard-object-datasource.png) + +## Choose an Object + +Select a data object or constructor from the list. If you select a data object, its default constructor is used. + +![](../../../../images/eurd-report-wizard-object-datasource-select-object.png) + +## Choose a Data Member + +Select the method that should provide data or select **Entire Object** to bind to the object's fields. + +![](../../../../images/eurd-report-wizard-object-datasource-select-member.png) + +## Configure Parameters + +Specify constructor and/or data member parameters (optional). + +![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters.png) + +You can use expressions to provide data source parameter values. Click the ![](../../../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor or click the parameter's ellipsis button to launch the [Expression Editor](../../expression-editor.md). You can use [report parameters](../../../use-report-parameters.md) in expressions to specify an input value for a data source parameter. + +![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) + +To return to the value mode, click the parameter's marker and select **Value** from the popup menu. + +![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters-value.png) + +Click **Next** to proceed. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md new file mode 100644 index 0000000000..5f565a6d9a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md @@ -0,0 +1,50 @@ +--- +title: Specify Page Settings +owner: Anna Gubareva +--- +# Specify Page Settings + +This wizard page allows you to setup the report's page. + +## Specify Page Settings + +![](../../../../images/eurd-web-report-wizard-specify-page-settings.png) + +You can specify the following report properties: + +- **Size** +- **Unit** + Choose between _Inch_, _Millimeter_ and _Pixel_ to specify size options at this step. After you finish the wizard, the Report Designer transforms the specified units to _HundredthsOfAnInch_, _TenthsOfAMillimeter_ or _Pixels_. + +- **Width** and **Height** + + These properties are read-only until you set the **Size** option to **Custom**. + +- **Page Margins** + +- **Orientation** + +The wizard's right-hand side shows the page preview based on the specified settings. + +After you complete the wizard, you can change these settings in the Report Designer's Properties Panel. + +## Specify a Report Color Scheme + +Choose the report's color scheme. The wizard creates [report styles](../../../customize-appearance.md) based on the selected color for the first-level report controls and applies styles with more transparent colors to controls at deeper levels. + +![](../../../../images/eurd-web-report-wizard-choose-color-scheme.png) + +## Specify the Report Title + +Click the placeholder and enter the report title. + +![](../../../../images/eurd-web-report-wizard-specify-report-title.png) + +## Result + +The following images show the resulting report layout: + + +![**Table Report**](../../../../images/eurd-web-report-wizard-resulting-table-report.png) + +![**Vertical Report**](../../../../images/eurd-web-report-wizard-resulting-vertical-report.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/script-editor.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/script-editor.md new file mode 100644 index 0000000000..d80bf8f434 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/script-editor.md @@ -0,0 +1,46 @@ +--- +title: Script Editor +author: Anna Vekhina +--- + +# Script Editor + +> [!IMPORTANT] +> Both the execution of all report scripts and the capability to view and edit scripts in the Web Report Designer are **disabled by default** for security reasons. Make sure that your software vendor allows you to use scripts. + +The **Script Editor** allows you to write code for specific event handlers in the [End-User Report Designer](../../report-designer.md) to adjust the behavior of report controls, bands, or a report itself. This topic describes the basic principles of using scripts, the Script Editor interface and shows how scripting can be used in a report. + +## Overview + +_Scripts_ are program commands, placed within the _event handlers_ of the required report elements. And, when the corresponding event occurs (e.g. a mouse click), the script code runs. + +You can write _scripts_ for a report or any of its elements (bands and controls), to be executed when the report is being [previewed, printed or exported](../preview-print-and-export-reports.md). + +The Script Editor provides you the capability to write and execute scripts. Use this editor if you want to slightly customize a report in the End-User Report Designer. + +The Script Editor supports **C#**, **Visual Basic .NET** and **JScript .NET** scripting languages. This means that the scripting language is independent from the language used to create the report. The language is specified by the **Script Language** property. The selected scripting language must be the same for all scripts used in a report. + +![](../../images/eurd-web-script-editor-script-language.png) + +The Script Editor supports intelligent code completion that makes it easier and faster to write scripts. Context-aware hints are displayed on pressing CTRL+spacebar. This feature is only supported for the **C#** and **Visual Basic .NET** script languages. + +![](../../images/eurd-script-editor-scripts-intellisense.png) + +Intelligent code completion is available only for .NET Framework and DevExpress libraries deployed with the application and cannot be provided for custom assemblies. + +## Maintaining Scripts + +Each report element has its own set of events that can be handled by the Script Editor. To handle an event of a report element, do the following. + +1. Click the **Scripts** button ![](../../images/eurd-script-editor-script-editor-button.png) located on the End-User Report Designer's [Main Toolbar](toolbar.md). +2. In the displayed Script Editor, specify the report control and its event by the toolbar. The toolbar contains all scripts written for all report elements, and allows you to quickly navigate through them by choosing the required report element in the corresponding drop-down list and specifying one of its available events in another menu. + + ![](../../images/eurd-script-editor-script.png) + + After the event is specified, a code template is generated in the current scripting language. + +3. To check for errors in the report's script, click the **Validate** ![](../../images/eurd-script-editor-script-editor-validate-button.png) button. + + If an error is found, the string containing this error is marked with an ![](../../images/eurd-web-script-editor-error.png) icon. When a mouse pointer hovers over this icon, the text of the error is displayed. + + ![](../../images/eurd-web-script-editor-error-msg.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbar.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbar.md new file mode 100644 index 0000000000..beb5e1eed4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbar.md @@ -0,0 +1,26 @@ +--- +title: Main Toolbar +author: Anna Vekhina +--- +# Main Toolbar + +The Main Toolbar provides access to the report editing commands in the [Web Report Designer](../../report-designer.md). + +![](../../images/eurd-web-main-toolbar.png) + + +| Command | Icon | Description | +|---|---|---| +| Cut |![](../../images/eurd-web-designer-main-toolbar-cut.png)| Cuts the selected control to the clipboard. | +| Copy |![](../../images/eurd-web-designer-main-toolbar-copy.png)| Copies the selected control to the clipboard. | +| Paste |![](../../images/eurd-web-designer-main-toolbar-paste.png)| Pastes a control from the clipboard onto the selected report band. | +| Delete |![](../../images/eurd-web-designer-main-toolbar-delete.png)| Deletes the selected control. | +| Undo |![](../../images/eurd-web-designer-main-toolbar-undo.png)| Cancels the last change made to the document. | +| Redo |![](../../images/eurd-web-designer-main-toolbar-redo.png)| Reverses the last undo action. | +| Zoom Out |![](../../images/eurd-web-designer-main-toolbar-zoom-out.png)| Decreases the document's current zoom factor by 5 percent. | +| Zoom Factor |![](../../images/eurd-web-designer-main-toolbar-zoom-factor.png)| Zooms to a specific zoom factor selected from the dropdown list. | +| Zoom In |![](../../images/eurd-web-designer-main-toolbar-zoom-in.png)| Increases the document's current zoom factor by 5 percent. | +| Validate Bindings |![](../../images/eurd-web-designer-main-toolbar-validate-bindings.png)| Highlights report controls with [invalid data bindings](../use-report-elements/validate-report-data-bindings.md) or incorrect expressions. | +|Full Screen|![](../../images/eurd-web-designer-main-toolbar-fullscreen.png)|Toggles between the Report Designer's full screen and default size.| +| Preview |![](../../images/eurd-web-designer-main-toolbar-preview.png)| Switches to Preview Mode. | +| Design | ![](../../images/eurd-web-designer-main-toolbar-design.png) | Switches to Design Mode. | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbox.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbox.md new file mode 100644 index 0000000000..34f0408d5a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/toolbox.md @@ -0,0 +1,56 @@ +--- +title: Toolbox +author: Anna Vekhina +--- + +# Toolbox + +The **Toolbox** contains available [report controls](../use-report-elements.md) and allows you to add them to your report. + +![](../../images/eurd-web-toolbox.png) + +## Report Controls + +The available report controls can be divided into the following categories: + +### Common Controls + +| ![](../../images/eurd-web-toolbox-label.png) | ![](../../images/eurd-web-toolbox-checkbox.png) | ![](../../images/eurd-web-toolbox-rich-text.png) | ![](../../images/eurd-web-toolbox-picture-box.png) | ![](../../images/eurd-web-toolbox-panel.png) | ![](../../images/eurd-web-toolbox-table.png) | ![](../../images/eurd-web-toolbox-character-comb.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | +[Label](../use-report-elements/use-basic-report-controls/label.md) | [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) | [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) | [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) | [Panel](../use-report-elements/use-basic-report-controls/panel.md) | [Table](../use-report-elements/use-tables.md) | [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) | + + +### Additional Controls + + +| ![](../../images/eurd-web-toolbox-line.png) | ![](../../images/eurd-web-toolbox-shape.png) | ![](../../images/eurd-web-toolbox-bar-code.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | +| [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) | [Shape](../use-report-elements/draw-lines-and-shapes/draw-shapes.md) | [Barcode](../use-report-elements/use-bar-codes.md) | + + + + +### Controls with Separate Data Sources + + + +| ![](../../images/eurd-web-toolbox-chart.png) | ![](../../images/eurd-web-toolbox-gauge.png) | ![](../../images/eurd-web-toolbox-sparkline.png) | ![](../../images/eurd-web-toolbox-cross-tab.png) | ![](../../images/eurd-web-toolbox-subreport.png) | ![](../../images/eurd-web-toolbox-pdf-content.png) | ![](../../images/eurd-web-toolbox-pdf-signature.png) | +| ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | +[Chart](../use-report-elements/use-charts.md) | [Gauge](../use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md) |[SparkLine](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) |[Cross Tab](../create-reports/cross-tab-reports.md) | [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) | [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) | [PDF Signature](../use-report-elements/use-basic-report-controls/pdf-signature.md) | + +### Layout and Auxiliary Content Controls + + + +| ![](../../images/eurd-web-toolbox-toc.png) | ![](../../images/eurd-web-toolbox-page-info.png) | ![](../../images/eurd-web-toolbox-pagebreak.png) | ![](../../images/eurd-web-toolbox-cross-band-line.png) | ![](../../images/eurd-web-toolbox-cross-band-box.png) | +| ------------------------------------------------------------- |------------------------------------------------------------------ |------------------------------------------------------------------ | -------------------------------------------------------------------- |-------------------------------------------------------------------- | +| [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) | [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) | [Page Break](../use-report-elements/use-basic-report-controls/page-break.md) | [Cross-Band Line](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Cross-Band Box](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) + + + +## Add a Control to a Report + +To add a control from the Toolbox, drag and drop an item from the Toolbox onto the required location within a report. + +![](../../images/eurd-web-drop-report-control-from-toolbox.png) + diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels.md similarity index 100% rename from reporting-for-web/articles/report-designer/report-designer-tools/ui-panels.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels.md diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/expressions-panel.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/expressions-panel.md similarity index 88% rename from reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/expressions-panel.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/expressions-panel.md index 7a003fe034..1fdf5c8f02 100644 --- a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/expressions-panel.md +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/expressions-panel.md @@ -1,12 +1,12 @@ ---- -title: Expressions Panel -author: Anna Vekhina ---- -# Expressions Panel - -The **Expressions Panel** allows you to assign expressions to various element properties. The expressions are evaluated at runtime before a document is generated. The Report Designer displays this panel if **expression bindings** are enabled. - -Click the ellipsis button next to a property editor to invoke the [Expression Editor](../expression-editor.md), that allows you to specify custom expressions. - -![](../../../../images/eurd-web-expressions-panel.png) - +--- +title: Expressions Panel +author: Anna Vekhina +--- +# Expressions Panel + +The **Expressions Panel** allows you to assign expressions to various element properties. The expressions are evaluated at runtime before a document is generated. The Report Designer displays this panel if **expression bindings** are enabled. + +Click the ellipsis button next to a property editor to invoke the [Expression Editor](../expression-editor.md), that allows you to specify custom expressions. + +![](../../../images/eurd-web-expressions-panel.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/field-list.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/field-list.md new file mode 100644 index 0000000000..dc2d2f6311 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/field-list.md @@ -0,0 +1,76 @@ +--- +title: Field List +author: Anna Vekhina +--- + +# Field List + +The **Field List** displays the schema of a report's data sources. This panel enables you to manage report data sources and parameters, add calculated fields and create bound report controls. + +## Manage Report Data Sources + +The Field List shows available report data sources and their structure. + +![](../../../images/eurd-web-fieldlist-manage-data-source.png) + +The following actions are available in the Field List for data source customization: + +| Button | Description | +|---|---| +| ![](../../../images/eurd-web-fieldlist-add-data-source-button.png) | Invokes the Data Source Wizard. | +| ![](../../../images/eurd-web-fieldlist-data-source-rename.png) | Renames the selected data source. | +| ![](../../../images/eurd-web-fieldlist-data-source-rebuild-result-schema.png) | Rebuilds the generated schema for the selected data source. | +| ![](../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Invokes the [Master-Detail Relation Editor](../master-detail-relation-editor.md). | +| ![](../../../images/eurd-web-fieldlist-data-source-add-calculated-field.png) | Adds a calculated field. | +| ![](../../../images/eurd-web-fieldlist-data-source-add-query.png) | Invokes the **Create a Query or Select a Stored Procedure** wizard page. | +| ![](../../../images/eurd-web-fieldlist-data-source-delete.png) | Removes the selected data source. | + +The following actions are available for query customization: + +| Button | Description | +|---|---| +| ![](../../../images/eurd-web-fieldlist-data-source-delete.png) | Removes the selected query. | +| ![](../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Invokes the **Create a Query or Select a Stored Procedure** wizard page. | + +You can also right-click a data source to access these actions in a context menu: + +![](../../../images/web-field-list-data-sources-context-menus.png) + +## Bind controls to data + +Dropping a field onto a report's surface creates a new report control bound to a corresponding field. + +![](../../../images/eurd-web-field-list-drop-fields.png) + +Dropping a field onto an existing control binds this control to a corresponding field. + +![](../../../images/eurd-web-field-list-drop-field-to-control.png) + +## Create tables + +Dropping an entire data table onto a report creates a table with its columns bound to fields contained in the data table. + +![](../../../images/eurd-web-field-list-drop-table.png) + +To select multiple fields, click them while pressing the `Ctrl` or `Shift` key. Dropping these fields onto a report creates a new table with its cells bound to corresponding fields. + +![](../../../images/eurd-web-list-drop-multiple-fields.png) + +Select multiple data fields, a query, or a table in the Field List. Hold `Shift` when you drag the fields and drop them onto the report design area. This creates a data table with data field names. + +![eurd-web-list-drop-table-with-field-headers](../../../images/eurd-web-list-drop-table-with-field-headers.png) + +## Data shaping operations + +In addition, the Field List can help you solve the following tasks: + +* Add [calculated fields](../../shape-report-data/use-calculated-fields/calculated-fields-overview.md) to data columns for performing various calculations in a report. + + ![](../../../images/eurd-web-add-calculated-field.png) +* Manage the collection of [report parameters](../../use-report-parameters.md). + + ![](../../../images/eurd-web-parameters-add-parameter-via-field-list.png) + +You can also right-click a parameter to access these actions in a context menu: + +![](../../../images/web-field-list-parameters-context-menus.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/properties-panel.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/properties-panel.md new file mode 100644 index 0000000000..3309f35f01 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/properties-panel.md @@ -0,0 +1,104 @@ +--- +title: Properties Panel +author: Anna Vekhina +--- +# Properties Panel + +This document describes how to use the **Properties** panel to access and customize the report and report element properties. + +![](../../../images/eurd-web-properties-panel.png) + +## Select a Report Element + +Do one of the following to access an element's properties: + +* Select an element from the drop-down list at the top of the **Properties** panel. + + ![](../../../images/eurd-web-properties-panel-element-search.png) + +* Select an element on the [Design Surface](../design-surface.md) and click the ![](../../../images/eurd-web-properties-panel-cogwheel.png) tab on the side panel to invoke the **Properties** panel. +* Select an element in the [Report Explorer](report-explorer.md) panel and click the ![](../../../images/eurd-web-properties-panel-pen.png) button. +* Click an element’s smart tag to invoke a panel with the element’s most commonly used properties. + +## Switch Between Display Modes + +Element settings can appear in alphabetical order or in categories based on their purpose. Use the buttons next to the selected element to switch between these display modes. + +![](../../../images/eurd-web-properties-panel-display-modes.png) + +## Display Property Descriptions + +The Properties panel displays hints with property descriptions. To display the description, select the property and click the information symbol (**i**) to the left of the property editor: + +![hint-property-description](../../../images/hint-property-description.png) + +If necessary, you can localize property descriptions. + +## Change Property Values + +Each record consists of a property's caption, a value editor, and an optional property marker. To change a property's value, select the property and specify its value in the editor. + +![](../../../images/eurd-web-properties-panel-specify-property.png) + +Certain properties contain nested properties which can be accessed when you click the header. + +![](../../../images/eurd-web-properties-panel-nested-properties.png) + +The property marker indicates if the property's value was changed: + +* If a property stores a default value, its property marker is gray. + + ![web-report-designer-object-property](../../../images/eurd-web-properties-panel-marker-gray.png) + +* If a property's value was changed, the property marker becomes white. + + ![web-report-designer-object-property](../../../images/eurd-web-properties-panel-marker-white.png) + +* If a [report style](../../customize-appearance/report-visual-styles.md) supersedes a property's value, the marker is light blue. This applies to appearance properties (for instance, an element's **BackColor**, **Font**, **Borders**). + + ![web-report-designer-object-property](../../../images/eurd-web-properties-panel-marker-blue.png) + +## Reset Property Values + +Click the property marker to the right of the editor. Select **Reset** in the invoked popup menu to restore the default property values. + +![](../../../images/eurd-web-properties-panel-reset-value.png) + +> [!NOTE] +> The **Reset** command resets the expression and the value you specified in the property's editor. + +## Specify Expressions + +The **Properties** panel allows you to specify expressions that can calculate the value at runtime when a document is generated. Click the **f-marker** to invoke the [Expression Editor](../expression-editor.md). + +![](../../../images/eurd-web-properties-panel-expressions.png) + +Specify an expression in the invoked Expression Editor. + +![](../../../images/eurd-web-properties-panel-expression-editor.png) + +The **Properties** panel highlights properties that have an assigned expression. + +![](../../../images/eurd-web-properties-panel-expression-highlight.png) + +## Search Properties + +Click the ![](../../../images/eurd-web-properties-panel-search-button.png) button to show the search box. When you type in the search box, the **Properties** panel filters the list of available properties and highlights the search string in the records. + +![](../../../images/eurd-web-properties-panel-search-box.png) + +## Use Actions + +In the categorized mode, the **Properties** panel contains the context-sensitive **Actions** group that provides the most commonly used actions for the selected report element: + +* Add new [bands](../../introduction-to-banded-reports.md), if you selected a report. + + ![](../../../images/eurd-web-properties-panel-add-bands.png) + +* Manage a table element's cells, rows, and columns. + + ![web-designer-properties-panel-tablecell-actions](../../../images/eurd-web-properties-panel-table-cells.png) + +* Align and position report elements (for instance, align and resize elements to the snap grid, specify horizontal and vertical alignments) for individual and multiple selected report elements. + + ![web-designer-properties-panel-multiselect-actions](../../../images/eurd-web-properties-panel-multiselect.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md new file mode 100644 index 0000000000..c82af56e1f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md @@ -0,0 +1,54 @@ +--- +title: Report Design Analyzer +author: Boris Zaitsev +--- + +The **Report Design Analyzer** shows errors, warnings, and information messages that help you to detect and fix issues in a report. + +![Report Design Analyzer panel](../../../images/eurd-web-report-design-analyzer.png) + +## Invoke the Report Design Analyzer + +Click the **bell tab** in the bottom. + +![Bell tab in bottom panel](../../../images/eurd-web-report-design-analyzer-invoke-with-bell.png) + +## Fix Issues + +Each message contains a recommendation on how to fix an issue. Click the Plus icon in front of the message to expand the recommendation. + +![Expand message with recommendation](../../../images/eurd-web-report-design-analyzer-expand-message.png) + +The **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. + +![Navigate to control or script](../../../images/eurd-web-report-design-analyzer-navigate-to-control.png) + +## Filter Messages by Source + +Based on their source, report errors are divided into four groups: + +* Report layout errors – occur, for example, when report controls overlap each other or extend beyond the report’s printable area. +* Report creation errors – occur while the report document is created. For instance, it might include notifications about invalid property values or unreachable sources of content. +* Report export errors – happen while the report document is exported to PDF, XLSX, and other formats. +* Report script errors (this group is not displayed if report scripts are disabled in your application) – for example, errors in script syntax. + +You can disable messages that belong to a particular source: + +![Disable messages by error source](../../../images/enable-disable-messages-belonging-to-error-source.png) + +## Filter Messages by Type + +You can enable/disable messages of each available type ("Error", "Warning", or "Information") or any combination of them. Click the panel in the UI as shown in the image below to enable/disable messages of a corresponding type. + +![Filter messages by type](../../../images/enable-disable-messages-of-some-error-type.png) + +## Enable Accessibility Validation + +Click the **Accessibility** bar item in the UI panel to display accessibility-related issues in the Report Design Analyzer. + +![Accessibility validation button](../../../images/wpf-report-analyzer-accessibility-validation.png) + +Use filters by type and source to navigate long issue lists: + +* Like other report design issues, accessibility issues are divided into errors, warnings, and messages. If you deselect the Warnings button, all accessibility warnings will be hidden. +* The source filter allows you to select report controls where issues originate. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-explorer.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-explorer.md new file mode 100644 index 0000000000..69d9ba8de3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/report-designer-tools/ui-panels/report-explorer.md @@ -0,0 +1,71 @@ +--- +title: Report Explorer +author: Anna Vekhina +--- +# Report Explorer + +The **Report Explorer** panel shows a report's structure and provides access to report elements, styles, and data sources. + +![](../../../images/eurd-web-report-explorer.png) + +## Manage Report Elements + +Report Explorer displays all [report controls](../../use-report-elements.md) and [bands](../../introduction-to-banded-reports.md) in a tree-like form. + +![](../../../images/eurd-web-report-explorer-label.png) + +The following actions are available to customize report elements: + +| Button | Description | +|---|---| +| ![](../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can adjust the selected report element's or the entire report's settings. | +| ![](../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected report element. Note that this button is not available for the **Detail**, **Top Margin**, and **Bottom Margin** bands. | + +You can use drag-and-drop for the following operations: + +* Reorder report controls, or move them from one band to another. + + ![](../../../images/eurd-web-report-explorer-reorder-report-controls.png) + +* Reorder **Detail Report** bands, or move them inside / outside other bands. + + ![](../../../images/eurd-web-report-explorer-move-report-controls-panel.png) + +* Reorder **Group Header** and **Group Footer** bands. + + ![](../../../images/eurd-web-report-explorer-move-group-bands.png) + +* Reorder table cells, or move them between table rows. Reorder table rows. + + ![](../../../images/eurd-web-report-explorer-move-table-cells.png) + +An acceptable drop target is highlighted in green when you drag an item over it. An unacceptable target is highlighted in red. + +## Manage Report Styles + +Expand the **Styles** category in Report Explorer to access the [report style](../../customize-appearance/report-visual-styles.md) collection. + +To apply a style to a report control, drag a style item from Report Explorer onto this control. + +![](../../../images/eurd-web-report-explorer-styles.png) + +You can use the following actions to customize report styles: + +| Button | Description | +|---|---| +| ![](../../../images/eurd-web-report-explorer-add-style.png) | Creates a new style. | +| ![](../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can adjust the selected style's settings. | +| ![](../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected style. | + +## Manage Data Sources + +The Report Explorer shows available report data sources in the **Data Sources** category. This list is synchronized with data sources from the [Field List](field-list.md) panel. + +![web-report-explorer-components](../../../images/eurd-web-report-explorer-components.png) + +The following actions are available to customize data sources: + +| Button | Description | +|---|---| +| ![](../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected data source. | +| ![](../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can rename the selected data source. ![web-report-explorer-rename-datasource](../../../images/web-report-explorer-rename-datasource.png) | diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/save-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/save-reports.md new file mode 100644 index 0000000000..ece50cbf1d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/save-reports.md @@ -0,0 +1,17 @@ +--- +title: Save Reports +author: Anna Vekhina +--- +# Save Reports + +Click **Save**| **Save As** in the [menu](report-designer-tools/menu.md) to save the current report. + +![](../images/eurd-web-save-report.png) + +Specify the report name in the invoked **Save Report** dialog. + +![](../images/eurd-web-save-as-report-dialog.png) + +You can see the following message at the bottom of the Designer, if the report is saved successfully. + +![](../images/eurd-web-save-report-message.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data.md diff --git a/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md new file mode 100644 index 0000000000..2327f58a90 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md @@ -0,0 +1,38 @@ +--- +title: Calculate a Summary +author: Anna Vekhina +--- +# Calculate a Summary + +This document describes how to calculate various summaries across a report and its groups. + +1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). + +2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. + + ![](../../../images/eurd-web-label-summary-group-data.png) + +3. Insert the Group Footer band. Prepare the report layout and drop a required data field onto the group footer to display the summary result. + +4. Select the label, expand the **Summary** section and invoke the **Running** drop-down list. Select the range for which to calculate a summary (the entire report, a specific report group or document page). + + ![](../../../images/eurd-web-label-summary-running-group.png) + +5. Click the **Text** property's marker to invoke a menu. Select **Text Expression**. + + ![](../../../images/eurd-web-label-summary-expression-property.png) + +6. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can select the required summary in the **Functions** | **Summary** section. Report summary functions start with the "sum" prefix to make it easy to differentiate them from aggregate functions. + + ![](../../../images/eurd-web-label-summary-expression.png) + + > [!TIP] + > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. + +7. You can use the **Text Format String** property to format the summary's value. + + ![](../../../images/eurd-web-label-summary-format-string.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-label-summary-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md new file mode 100644 index 0000000000..80ca8d0c1d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md @@ -0,0 +1,36 @@ +--- +title: Calculate an Advanced Summary +author: Anna Vekhina +--- +# Calculate an Advanced Summary + +This document describes how to calculate an advanced summary for report groups using a built-in summary function and arithmetical or logical functions. + +1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). + +2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. + + ![](../../../images/eurd-web-label-advanced-summary-group-data.png) + +3. Insert the Group Footer band and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) onto it to display the summary result. Expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Group**. + + ![](../../../images/eurd-web-label-advanced-summary-running.png) + +4. Click the ellipsis button for the label's **Expression** property. + + ![](../../../images/eurd-web-label-advanced-summary-expression-property.png) + +5. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can specify a custom expression with the required summary functions and other logical or arithmetical functions. For example: + + ![](../../../images/eurd-web-label-advanced-summary-expression-editor.png) + + > [!TIP] + > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. + +6. You can use the **Text Format String** property to format the summary's value. + + ![](../../../images/eurd-web-label-advanced-summary-format-string.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-label-advanced-summary-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md new file mode 100644 index 0000000000..752d1f710e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md @@ -0,0 +1,38 @@ +--- +title: Count the Number of Groups in a Report +author: Anna Vekhina +--- +# Count the Number of Groups in a Report + +This document describes how to count the number of groups in a report. + +1. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. + + ![](../../../images/eurd-web-shaping-count-group-data.png) + +2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the group field onto the created Group Header. + + ![](../../../images/eurd-web-shaping-count-drop-filed-onto-group-header.png) + +3. Drop a label onto the Report Footer, expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Report**. + + ![](../../../images/eurd-web-shaping-group-count-summary-running.png) + +4. Click the **Text** property marker to invoke the menu. Select **Text Expression** to invoke the [Expression Editor](../../report-designer-tools/expression-editor.md). + + ![](../../../images/eurd-web-shaping-group-count-text-expression.png) + + +5. In the Expression Editor select the **sumDCount** summary function in the **Functions** | **Summary** section: + + `sumDCount([CategoryName])` + + ![](../../../images/eurd-web-shaping-group-count-expression.png) + +6. Use the **Text Format String** property to format the summary's value. + + ![](../../../images/eurd-web-shaping-group-count-format-string.png) + +7. Switch to [Print Preview](../../preview-print-and-export-reports.md) and see the group count in the report footer: + + ![](../../../images/eurd-web-shaping-group-count-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md new file mode 100644 index 0000000000..f32cf8afdb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md @@ -0,0 +1,34 @@ +--- +title: Count the Number of Records in a Report or Group +author: Anna Vekhina +--- +# Count the Number of Records in a Report or Group + +This document describes how to display the number or records in a report or group. + +1. Select the corresponding command from the and insert a [Report Header](../../introduction-to-banded-reports.md) or Footer to display the record count for the entire report. + + ![](../../../images/eurd-web-shaping-insert-report-header.png) + + > [!Note] + > Use a Group Header/Footer for displaying record counts for groups, and a Page Header/Footer for displaying record counts for pages. + +2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop the corresponding data table field onto the created band to create a data-bound label. + + ![](../../../images/eurd-web-shaping-drop-field-onto-report-header.png) + +3. Expand the **Summary** section in the **Tasks** category and invoke the **Running** drop-down list. Select **Report** to count the records throughout the entire report, or select **Group** or **Page** to reset the record count for every group or page. + + ![](../../../images/eurd-web-shaping-count-summary-running.png) + +4. Click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the **sumCount** function in the **Functions** | **Summary** section. + + ![](../../../images/eurd-web-shaping-count-expression.png) + +5. Use the **Text Format String** property to format the resulting value. + + ![](../../../images/eurd-web-shaping-count-format-string.png) + +You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-web-shaping-count-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md new file mode 100644 index 0000000000..2a57db6507 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md @@ -0,0 +1,25 @@ +--- +title: Display Row Numbers in a Report, Group or Page +author: Anna Vekhina +--- +# Display Row Numbers in a Report, Group or Page + +This document describes how to show the current row number for each data source value displayed in a report. + +A label can display row numbers after [binding your report to data](../../bind-to-data.md) and specifying a bound data field in the Label's **Expression** property. + +1. Expand the **Summary** section in the **Label Tasks** category and invoke the **Running** drop-down list. Select **Report** to increment the row numbers throughout the entire report, or select **Group** or **Page** to reset the row numbers for every group or page. + + ![](../../../images/eurd-web-shaping-row-numbers-summary-running.png) + +2. Click the ellipsis button for the **Expression** property. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the **sumRecordNumber** function in the **Functions** | **Summary** section. + + ![](../../../images/eurd-web-shaping-row-numbers-expression.png) + +3. Use the **Text Format String** property to format the resulting value. + + ![](../../../images/eurd-web-shaping-row-numbers-format-string.png) + +You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the record numbers displayed for the specified range. + +![](../../../images/eurd-web-shaping-row-numbers-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/filter-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/filter-data.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md new file mode 100644 index 0000000000..734f1773c3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md @@ -0,0 +1,38 @@ +--- +title: Filter Data at the Data Source Level +author: Anna Vekhina +--- +# Filter Data at the Data Source Level + +This tutorial illustrates how to filter data at the report data source level, as opposed to the [report level](filter-data-at-the-report-level.md). This approach is recommended when dealing with comparatively large data sources when the retrieval process is slow. + +1. [Create a new report](../../add-new-reports.md) or open an existing one. + +2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. + +3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. + + ![](../../../images/eurd-web-filter-data-drop-fields.png) + +4. Select the data source and click **Edit query**. + + ![](../../../images/eurd-web-filter-data-edit-query.png) + + Click **Run Query Builder** in the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md). + + ![](../../../images/eurd-web-filter-data-source-wizard.png) + +5. Expand the **Query Properties** section in the invoked [Query Builder](../../report-designer-tools/query-builder.md). Click the ellipsis button for the **Filter** property to construct a filtering expression in the invoked [Filter Editor](../../report-designer-tools/filter-editor.md). + + ![](../../../images/eurd-web-filter-data-source-filter-string.png) + + Every filter condition consists of three parts: + * A data field name. + * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. + * A static operand value, another data field or a query parameter. See the [Specify Query Parameters](../../bind-to-data/specify-query-parameters.md) topic to learn about embedding these parameters into filter conditions. + + You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-filter-data-source-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md new file mode 100644 index 0000000000..3c4fce1b83 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md @@ -0,0 +1,32 @@ +--- +title: Filter Data at the Report Level +author: Anna Vekhina +--- +# Filter Data at the Report Level + +This tutorial illustrates how to filter data at the report level, as opposed to the [data source level](filter-data-at-the-data-source-level.md). This approach is useful when dealing with relatively small data sources, when data load times are acceptable. + +1. [Create a new report](../../add-new-reports.md) or open an existing one. + +2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. + +3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. + + ![](../../../images/eurd-web-filter-data-drop-fields.png) + +4. Expand the **Tasks** category and click the **Filter String** property's ellipsis button. + + In the invoked [Filter Editor](../../report-designer-tools/filter-editor.md), construct an expression in which the data fields are compared with the required values. + + ![](../../../images/eurd-web-filter-data-report-level-filter-string.png) + + Every filter condition consists of three parts: + * A field of a data source to which a report is bound or the name of the [calculated field](../use-calculated-fields.md), which exists in this data source at the same level. + * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. + * A static operand value, another data field or a [report parameter](../../use-report-parameters.md). To access parameters, click the icon on the right until it turns into a question mark. + + You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. + +Your report is now ready to be generated. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-filter-data-report-level-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md new file mode 100644 index 0000000000..68195bfcac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md @@ -0,0 +1,21 @@ +--- +title: Limit the Number of Records to Display +author: Anna Vekhina +--- +# Limit the Number of Records to Display + +Use **Report Print Options** to filter records displayed in [Print Preview](../../preview-print-and-export-reports.md). You can specify them in the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel. + +## Limit the Number of Records + +The **Detail Count at Design Time** property enables you to limit the number of records a report shows in Print Preview embedded into the Report Designer. + +![](../../../images/eurd-web-report-detail-count-at-design-time.png) + +Use the **Detail Count** option to define how many times to print the Detail band when generating a report document to display in Print Preview. + +## Print on Empty Data Source + +Disable the **Print when Data Source is Empty** option to avoid generating a report when its data source is empty. You can use this setting in [master-detail reports](../../create-reports/master-detail-reports-with-detail-report-bands.md) to hide the detail report if its data source contains no records. + +The **Detail Count when Data Source is Empty** property allows you to specify how many times to print the Detail band when a report does not have a data source. You can use this property to create static reports that are not connected to a data source and display the same static content several times. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/format-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/format-data.md new file mode 100644 index 0000000000..5458c1ee03 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/format-data.md @@ -0,0 +1,25 @@ +--- +title: Format Data +author: Anna Vekhina +--- +# Format Data + +This document demonstrates how to specify value formatting for report elements (for instance, format numeric values as a currency or apply a percent format). + +After you [bound your report to data](../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can format data values in a report. + +1. Expand the control's **Tasks** category and click the **Text Format String** property's ellipsis button. + + ![](../../images/eurd-web-label-format-string-property.png) + +2. This invokes the **Format String Editor** where you can specify the required format. + + ![](../../images/eurd-web-format-string-editor-currency.png) + +Alternatively, you can use the **FormatString** function within the expression you specified for the report control. + +![](../../images/eurd-web-expression-editor-formatstring-function.png) + +When switching to [Print Preview](../preview-print-and-export-reports.md), you can view the report control displaying values with the specified format. + +![](../../images/eurd-web-format-data-result.png) diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md new file mode 100644 index 0000000000..5b26783925 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md @@ -0,0 +1,38 @@ +--- +title: Group Data by a Custom Field +author: Anna Vekhina +--- +# Group Data by a Custom Field + +This tutorial illustrates how to group a report against a custom criteria, in particular, group data by days of the week. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. + +2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the data source or a table inside it and click **Add Calculated Field**. + + ![](../../../images/eurd-web-group-data-create-calculated-field.png) + +3. Click the **Edit** button for the calculated field and then click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **GetDayOfWeek([OrderDate])** function to return a zero-based index of the day of the week, extracted from the **OrderDate** data field. + + ![](../../../images/eurd-web-group-data-calculated-field-expression.png) + + Click **OK** to close the editor and save the changes. +4. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the calculated field. + + ![](../../../images/eurd-web-group-by-calculated-field.png) + + Click the ![](../../../images/eurd-web-order-ascending.png) or ![](../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. + +5. Switch to the **Field List** and drop the required data fields onto the report's area. + + ![](../../../images/eurd-web-group-by-field-layout.png) + +6. Select the label in the Group Header and set the **Text Format String** property to **{0:dddd}**. This makes the label only display the day of the week, and not the date. + + ![](../../../images/eurd-web-group-by-field-format-string.png) + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-group-by-calculated-field-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data.md new file mode 100644 index 0000000000..01ec58b4bc --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/group-data.md @@ -0,0 +1,71 @@ +--- +title: Group Data +author: Anna Vekhina +--- +# Group Data + +## Group a Report's Data +Do the following to group data in your report: + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. +2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required data field. + + ![](../../../images/eurd-web-shaping-count-group-data.png) + + > [!Note] + > See the [Group Data by a Custom Field](group-data-by-a-custom-field.md) tutorial to learn how to group a report's data by a custom field. + +3. Click the ![](../../../images/eurd-web-order-ascending.png) or +![](../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). + + Use the ![](../../../images/eurd-web-disable-sorting.png) button if your groups are already ordered in the data source, and you do not need to sort them in the report. + + ![](../../../images/eurd-web-group-data-sort-order.png) + +1. Click the plus button for the **Group Fields** section to create a new group field and specify its **Field Name** property. + + Use the **Move Up** and **Move Down** buttons to specify the order in which these criteria are applied to the report's data. + + ![](../../../images/eurd-web-group-field-collection-editor.png) + + The following images illustrate how a report looks when it is grouped by multiple criteria: + + | A single group with multiple group fields | Nested group header bands | + |---|---| + | ![](../../../images/eurd-web-group-data-multiple-fields-example.png) | ![](../../../images/eurd-web-group-data-nested-fields-example.png) | + +2. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop it onto the group header to display the group field's value in the report. + + ![](../../../images/eurd-web-group-data-drop-group-field.png) + +The resulting report looks as follows: + +![](../../../images/eurd-web-group-data-result.png) + +## Specify the Group's Settings +Expand the **Group Fields** section to customize the group's layout settings: + +* Use the **Group Union** property to keep a group's content on the same page when possible. + + ![](../../../images/eurd-web-group-data-group-union-property.png) + +* Use the **Keep Together** property to print the Group Header/Footer on the same page as the group's contents. + + ![](../../../images/eurd-web-group-data-keep-together-property.png) + +* Use the **Repeat Every Page** property to print the group band on each page. + + ![](../../../images/eurd-web-group-data-repeat-every-page-property.png) + +* Use the **Page Break** property to start a new page before or after each group. + + ![](../../../images/eurd-web-group-data-page-break-property.png) + +When you need to display page numbers for individual groups, add the [Page Info](../../use-report-elements/use-basic-report-controls/page-info.md) control to the Group Header or Footer and set its **Running Band** property to the Group Header's name. + +![](../../../images/eurd-web-group-data-page-numbers.png) + +Accurate page numbering requires that different groups do not appear on the same page. For this reason, you need to set the Group Footer's **Page Break** property to **After Band**, or place the **Page Break** control at the band's bottom. + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md new file mode 100644 index 0000000000..8aed4a0eeb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md @@ -0,0 +1,32 @@ +--- +title: Sort Data by a Custom Field +author: Anna Vekhina +--- +# Sort Data by a Custom Field + +This tutorial illustrates how to sort a report against a custom criteria, in particular, sort data by the number of characters in the data field value. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. + +2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the data source or a table inside it and click **Add Calculated Field**. + + ![](../../../images/eurd-web-shaping-group-add-calculated-field.png) + +3. Click the **Edit** button for the calculated field and then click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **Len([ProductName])** function to return the number of characters extracted from the **ProductName** data field. + + ![](../../../images/eurd-web-sort-data-calculated-field-expression.png) + + Click **OK** to close the editor and save the changes. + +4. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel and select the [Detail](../../introduction-to-banded-reports.md) band. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the report's data by the calculated field. + + ![](../../../images/eurd-web-sort-data-by-calculated-field.png) + + Click the ![](../../../images/eurd-web-order-ascending.png) or ![](../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). + Use the ![](../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. + +6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + + ![](../../../images/eurd-web-sort-data-by-calculated-field-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data.md new file mode 100644 index 0000000000..b82590d217 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-data.md @@ -0,0 +1,41 @@ +--- +title: Sort Data +author: Anna Vekhina +--- +# Sort Data + +## Sort a Report's Data +Do the followebg to sort data in your report: + +1. Create a new or open an existing data-bound report. + + You cannot apply sorting unless your report is bound to a data source. +2. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel and select the [Detail](../../introduction-to-banded-reports.md) band. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the report's data by the required data field. + + ![](../../../images/eurd-web-sort-data-select-field.png) + + > [!Note] + > See the [Sort Data by a Custom Field](sort-data-by-a-custom-field.md) tutorial to learn how to sort a report's data by a custom field. + + This adds a corresponding sort field to the **Sort Fields** collection. You can access this collection by expanding the sort field section. + + +3. Click the ![](../../../images/eurd-web-order-ascending.png) or ![](../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. + + ![](../../../images/eurd-web-sort-data-sort-order.png) + +4. When a report has multiple sort fields, you can change their order by clicking **Move Up** or **Move Down**. + + ![](../../../images/eurd-web-sort-data-move-up-and-down.png) + +6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + + ![](../../../images/eurd-web-sort-data-result.png) + + +## Interactive Sorting in Print Preview +You can allow sorting report data directly in Print Preview by clicking a designated element. + +![](../../../images/eurd-web-sort-data-in-print-preview.png) + +See [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for more information. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md new file mode 100644 index 0000000000..cdc78597a3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md @@ -0,0 +1,25 @@ +--- +title: Sort Groups by a Summary Function's Result +author: Anna Vekhina +--- +# Sort Groups by a Summary Function's Result + +This tutorial explains how to sort groups by a summary function result, in particular, by the number of records groups contain. + +1. Create a new or open an existing data-bound report. + + You cannot apply grouping unless your report is bound to a data source. +2. [Group the report](group-data.md) by the required data field, [calculate the record count](../calculate-summaries/calculate-a-summary.md) in each group and construct the required report layout. + + ![](../../../images/eurd-web-group-by-summary-layout.png) + +3. Expand the **Behavior** category and select the **Sorting Summary** node. + Turn on the **Enabled** option, set the **Field** option to the data field from the Detail band, and set the **Function** to **Count**. + + ![](../../../images/eurd-web-group-by-summary-settings.png) + + In this editor, you can also define the sorting direction for the group, as well as specify whether or not the **Null** values should be ignored. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-group-by-summary-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/lay-out-dynamic-report-content.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/lay-out-dynamic-report-content.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/lay-out-dynamic-report-content.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/lay-out-dynamic-report-content.md diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md new file mode 100644 index 0000000000..8a4700cc91 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md @@ -0,0 +1,29 @@ +--- +title: Conditionally Change a Band's Visibility +owner: Vera Gorbyliova +--- +# Conditionally Change a Band's Visibility + +This topic describes how to change report band visibility. + +Set a band's **Visible** property to an expression to conditionally change the band's visibility based on a field's value or a parameter. + +The report created in this tutorial contains two Detail **sub-bands** with different report controls. These sub-bands are used to display discontinued and current products. + +![](../../../images/eurd-web-conditionally-change-a-bands-visibility.png) + +The steps below demonstrate how to change a band's visibility based on a field's value. + +1. Select the required band and switch to the **Expressions** panel. Click the **Visible** property's ellipsis button. + + ![](../../../images/eurd-web-conditionally-change-a-bands-visibility-expression.png) + +2. In the invoked **Expression Editor**, specify the required expression. + + ![](../../../images/eurd-web-conditionally-change-a-bands-visibility-expressions.png) + + Here, the **[Discontinued] == false** expression is set for the **SubBand1** and the **[Discontinued] == true** expression for the **SubBand2**. These expressions specify the **Visible** property based on the **Discontinued** data field's value. + +The **Preview** below displays how changes to band visibility influence the Product List. The **SubBand1** is used to display products that have the **Discontinued** field set to **false**, and the **SubBand2** is used to display discontinued products. + +![](../../../images/eurd-web-conditionally-change-a-bands-visibility-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md new file mode 100644 index 0000000000..462f62524b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md @@ -0,0 +1,36 @@ +--- +title: Conditionally Change a Control's Appearance +author: Anna Vekhina +--- +# Conditionally Change a Control's Appearance + +This document describes how to change a report control's appearance based on a specific condition. + +1. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click **Add New Style** to create a new visual style. + + ![](../../../images/eurd-web-shaping-create-new-report-style.png) + +2. Click the created style and select **Properties**. + + ![](../../../images/eurd-web-edit-style.png) + +3. In the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, customize the created style's appearance settings. + + ![](../../../images/eurd-web-shaping-customize-style-settings.png) + +4. Create another style 'xrControlStyle2' with default settings. + +5. Select a report element to which you wish to specify a style selection rule (a table row with a cell bound to the 'UnitPrice' field), switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel, and click the ellipsis button next to the **Style Name** property. + + ![](../../../images/eurd-web-shaping-style-name-expression-property.png) + +6. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the style switch condition: + + `Iif( [UnitPrice] >= 30, 'xrControlStyle1','xrControlStyle2')` + + + ![](../../../images/eurd-web-shaping-style-condition-expression.png) + +7. Switch to [Print Preview](../../preview-print-and-export-reports.md) to view the results. + + ![](../../../images/eurd-web-shaping-change-appearance-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md new file mode 100644 index 0000000000..2bc000e0e5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md @@ -0,0 +1,27 @@ +--- +title: Conditionally Change a Label's Text +author: Anna Vekhina +--- +# Conditionally Change a Label's Text + +This document describes how to display different values in a report control based on a specified logical condition. + +After you [bound your report to data](../../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can make this control display different values based on a specified logical condition: + +1. Expand the **Label Tasks** category and click the **Expression** property's ellipsis button. + + ![](../../../images/eurd-web-shaping-label-expression-property-for-custom-text.png) + +2. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). + + ![](../../../images/eurd-web-shaping-label-expression-for-custom-text.png) + + Use the **Iif** function to define the condition. For example: + + **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])** + + This expression means that if the data field's value is zero, the control's text is set to '**None**'; otherwise, it displays the actual field value. + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can see the report control displaying the assigned values. + +![](../../../images/eurd-web-shaping-label-custom-text-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md new file mode 100644 index 0000000000..cbac5bc87b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md @@ -0,0 +1,31 @@ +--- +title: Conditionally Filter Report Data +author: Anna Vekhina +--- +# Conditionally Filter Report Data + +This document describes how to filter a report's data based on a specific condition. + +1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the **Parameters** node and click **Add parameter**. + + ![](../../../images/eurd-web-shaping-filter-add-parameter.png) + +2. Specify the parameter name and description, set its type to **Number (decimal)**. + + ![](../../../images/eurd-web-shaping-filter-parameter-settings.png) + +3. Select the report's detail band, switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. + + ![](../../../images/eurd-web-shaping-formatting-rule-visiblity-expression.png) + +4. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the visibility condition: + + `Iif( [UnitPrice] >= ?minUnitPrice, true, false)` + + ![](../../../images/eurd-web-shaping-formatting-rule-filter-condition.png) + + The expression above makes the **Visible** property return **True** or **False** depending on whether the field value is greater or equal to the specified parameter value. + +5. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + + ![](../../../images/eurd-web-shaping-filter-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md new file mode 100644 index 0000000000..04b794e900 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md @@ -0,0 +1,30 @@ +--- +title: Conditionally Suppress Controls +author: Anna Vekhina +--- +# Conditionally Suppress Controls + +This document describes how to display or hide a report control in a published document based on a specified logical condition. + +1. [Create a new report](../../add-new-reports.md) or open an existing one and prepare the report layout. + +2. Select the required control, switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. + + ![](../../../images/eurd-web-shaping-check-box-visible-property.png) + +3. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). + + ![](../../../images/eurd-web-shaping-suppress-expression.png) + + Use the **Iif** function to define the required condition. For example: + + **Iif([Discontinued] == False, False, [Discontinued])** + + This expression means that if the data field's value is **False**, the control's **Visible** property's value is also **False**. + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can view the report control's visibility changes according to the assigned condition. + +![](../../../images/eurd-web-shaping-suppress-result.png) + +> [!Note] +> See [Hide Table Cells](../../use-report-elements/use-tables/hide-table-cells.md) to learn how to conditionally suppress table cells and define the mode for processing them. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md new file mode 100644 index 0000000000..e7faaf44b9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md @@ -0,0 +1,33 @@ +--- +title: Limit the Number of Records per Page +author: Anna Vekhina +--- +# Limit the Number of Records per Page + +This document describes how to specify the number of data source records displayed on report pages. + +After you [bound your report to data](../../bind-to-data.md) and provided content to the report's [Detail band](../../introduction-to-banded-reports.md), you can limit the number of records each report page displays. This example demonstrates how to pass the required record count as a parameter value. + +1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the **Parameters** node and click **Add parameter** to add a new report parameter. + + ![](../../../images/eurd-web-shaping-filter-add-parameter.png) + +2. Specify the parameter's description displayed in Print Preview and set its type to **Number (Integer)**. + + ![](../../../images/eurd-web-shaping-limit-parameter-settings.png) + +3. Drop a [Page Break](../../use-report-elements/use-basic-report-controls/page-break.md) control onto the report's detail band. + + ![](../../../images/eurd-web-shaping-page-break.png) + +4. Switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). + + ![](../../../images/eurd-web-shaping-page-break-visible-expression.png) + + For example: + + **([DataSource.CurrentRowebdex] % [Parameters.parameter1] == 0) And ([DataSource.CurrentRowebdex] !=0)** + +When switching to [Print Preview](../../preview-print-and-export-reports.md), you can specify how many rows each report page should display by entering the corresponding parameter value: + +![](../../../images/eurd-web-shaping-limit-rows-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields.md similarity index 100% rename from reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields.md diff --git a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md similarity index 89% rename from reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md index c91c1a3d75..e7169c7750 100644 --- a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md @@ -1,68 +1,68 @@ ---- -title: Calculate a Weighted Average Function -author: Anna Vekhina ---- -# Calculate a Weighted Average Function - -This tutorial demonstrates how to calculate a weighted average function in a report, for instance, calculate a weighted average price for the units in stock within each product category: _Sum (Unit Price * Units In Stock) / Sum (Units In Stock)_. - -![](../../../../images/eurd-web-weighted-average-result.png) - -## Use Report Summary Functions (Recommended) -You can calculate a weighted average by specifying a control's expression using several built-in report summary functions. - -> [!NOTE] -> You can use this approach if expression bindings **are enabled** in the Report Designer (the Designer provides the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel). - -1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). -2. [Bind a report](../../bind-to-data.md) to a required data source. -3. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to [group the report's data](../../shape-report-data/group-and-sort-data/group-data.md) by the required data field. - - ![](../../../../images/eurd-web-shaping-count-group-data.png) -4. Construct a layout like the following: - - ![](../../../../images/eurd-web-weighted-average-layout.png) - -5. Add the [Group Footer](../../introduction-to-banded-reports.md) band to the report and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) control on this band to display the summary result. - - Expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Group**. - - ![](../../../../images/eurd-web-weighted-average-summary-running.png) - -6. Click the **Expression** property's ellipsis button. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can specify a custom expression with multiple built-in functions from the **Functions** | **Summary** section. Report summary functions start with the "sum" prefix to help differentiate them from aggregate functions. - - ![](../../../../images/eurd-web-weighted-average-summary-expression.png) - -7. You can also use the control's **Format String** property to format the summary's value. For instance, set this property to **Weighted Average Price: {0:c2}**. - -## Use Aggregate Functions -You can create a [calculated field](calculated-fields-overview.md) and use a standard aggregate function in its expression to evaluate a weighted average. - -1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). -2. [Bind a report](../../bind-to-data.md) to a required data source and construct the required report layout. -3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), select a data table and click **Add calculated field**. - - ![](../../../../images/eurd-web-add-calculated-field.png) -4. Click the **Edit** button for the calculated field to display calculated field properties. Specify the **Name** property, set the **Field Type** to **Decimal** and click the **Expression** property's ellipsis button. - - ![](../../../../images/eurd-web-weighted-average-calculated-field-settings.png) -5. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the expression using the **Sum** aggregate function. For example: - - _[][[CategoryID] == [^.CategoryID]].Sum([UnitPrice] * [UnitsInStock]) / [][[CategoryID] == [^.CategoryID]].Sum([UnitsInStock])_ - - ![](../../../../images/eurd-web-weighted-average-calculated-field-expression.png) - - To construct a valid aggregate expression, use the following format, which consists of four parts. - - _[\][\].\(\)_ - - * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. - * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). - * _\_ - Specifies one of the available aggregate functions. - * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. - - You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. - - For more information, see [Expression Language](../../use-expressions/expression-language.md). - +--- +title: Calculate a Weighted Average Function +author: Anna Vekhina +--- +# Calculate a Weighted Average Function + +This tutorial demonstrates how to calculate a weighted average function in a report, for instance, calculate a weighted average price for the units in stock within each product category: _Sum (Unit Price * Units In Stock) / Sum (Units In Stock)_. + +![](../../../images/eurd-web-weighted-average-result.png) + +## Use Report Summary Functions (Recommended) +You can calculate a weighted average by specifying a control's expression using several built-in report summary functions. + +> [!NOTE] +> You can use this approach if expression bindings **are enabled** in the Report Designer (the Designer provides the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel). + +1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). +2. [Bind a report](../../bind-to-data.md) to a required data source. +3. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to [group the report's data](../../shape-report-data/group-and-sort-data/group-data.md) by the required data field. + + ![](../../../images/eurd-web-shaping-count-group-data.png) +4. Construct a layout like the following: + + ![](../../../images/eurd-web-weighted-average-layout.png) + +5. Add the [Group Footer](../../introduction-to-banded-reports.md) band to the report and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) control on this band to display the summary result. + + Expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Group**. + + ![](../../../images/eurd-web-weighted-average-summary-running.png) + +6. Click the **Expression** property's ellipsis button. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can specify a custom expression with multiple built-in functions from the **Functions** | **Summary** section. Report summary functions start with the "sum" prefix to help differentiate them from aggregate functions. + + ![](../../../images/eurd-web-weighted-average-summary-expression.png) + +7. You can also use the control's **Format String** property to format the summary's value. For instance, set this property to **Weighted Average Price: {0:c2}**. + +## Use Aggregate Functions +You can create a [calculated field](calculated-fields-overview.md) and use a standard aggregate function in its expression to evaluate a weighted average. + +1. [Open an existing report](../../open-reports.md) or [create a new one from scratch](../../add-new-reports.md). +2. [Bind a report](../../bind-to-data.md) to a required data source and construct the required report layout. +3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), select a data table and click **Add calculated field**. + + ![](../../../images/eurd-web-add-calculated-field.png) +4. Click the **Edit** button for the calculated field to display calculated field properties. Specify the **Name** property, set the **Field Type** to **Decimal** and click the **Expression** property's ellipsis button. + + ![](../../../images/eurd-web-weighted-average-calculated-field-settings.png) +5. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the expression using the **Sum** aggregate function. For example: + + _[][[CategoryID] == [^.CategoryID]].Sum([UnitPrice] * [UnitsInStock]) / [][[CategoryID] == [^.CategoryID]].Sum([UnitsInStock])_ + + ![](../../../images/eurd-web-weighted-average-calculated-field-expression.png) + + To construct a valid aggregate expression, use the following format, which consists of four parts. + + _[\][\].\(\)_ + + * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. + * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). + * _\_ - Specifies one of the available aggregate functions. + * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. + + You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. + + For more information, see [Expression Language](../../use-expressions/expression-language.md). + 6. Add the created calculated field to the report as an ordinary data field and format its value. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md new file mode 100644 index 0000000000..81e5b65e09 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md @@ -0,0 +1,44 @@ +--- +title: Calculate an Aggregate Function +author: Anna Vekhina +--- +# Calculate an Aggregate Function +This tutorial describes the steps required to create a report with an _aggregate function_. In this example, products that are not discontinued and have a total unit value greater than _$500_ will be displayed. +1. Create a new or open an existing data-bound report. This tutorial starts with the following report layout: + + ![](../../../images/eurd-web-aggreagate-function-initial-layout.png) + +2. Create a new [calculated field](calculated-fields-overview.md) and set the field name to "AggregateField". + +3. Click the **Edit** button for the calculated field and click the **Expression** property's ellipsis button. + + ![](../../../images/eurd-web-aggreagate-field-expression-property.png) + +4. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), double click the **[CategoriesProducts]** field and choose **Functions** | **Aggregate**. Then, double click the **Count()** function and insert the following text into the empty square brackets: + + _"Not[Discontinued]And[UnitTotal] >= 500"._ + + ![](../../../images/eurd-web-aggreagate-field-expression.png) + + To construct a valid aggregate expression, use the following format, which consists of four parts. + + _[\][\].\(\)_ + + * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. + * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). + * _\_ - Specifies one of the available aggregate functions. + * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. + + You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. + + For more information, see [Expression Language](../../use-expressions/expression-language.md). + +5. Click **OK** to close the dialog and save the expression. + +6. Add three [Labels](../../use-report-elements/use-basic-report-controls/label.md) to the [Detail Band](../../introduction-to-banded-reports.md) and customize their content as shown in the following image: + + ![](../../../images/eurd-web-aggreagate-function-complete-layout.png) + +The report is now ready. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-aggreagate-function-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md new file mode 100644 index 0000000000..783f46e7ea --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md @@ -0,0 +1,70 @@ +--- +title: Calculated Fields Overview +author: Anna Vekhina +--- +# Calculated Fields Overview + +Calculated fields allow you to pre-process a report's input data, based on a certain expression. So, using calculated fields allows you to apply complex expressions to one or more data fields that are obtained from your report's underlying data source. Moreover, you can both [group](../../shape-report-data/group-and-sort-data/group-data.md) and [sort](../../shape-report-data/group-and-sort-data/sort-data.md) your report data based on a calculated field's value. + +## Calculated Fields Overview + +To create a calculated field, switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), select a data table and click **Add calculated field**. + +![](../../../images/eurd-web-add-calculated-field.png) + + Click the **Edit** button for the calculated field to display calculated field properties. Click the **Expression** property's ellipsis button. + +![](../../../images/eurd-web-calculated-field-eidt-expression.png) + +In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), construct the required expression. You can use data fields, [report parameters](../../use-report-parameters.md), predefined constants as well as various date-time, logical, math and string functions. See the next document section for more information about expression syntax. + +![](../../../images/eurd-web-calculated-field-expression.png) + +> [!NOTE] +> The Expression Editor displays only those data fields that are obtained from a data source specified by the calculated field's **Data Source** and **Data Member** property values. + +Switch to the [Properties Panel](../../report-designer-tools/ui-panels/properties-panel.md), select the **Data** category and expand the **Calculated Fields** section to display the calculated fields collection and manage its items. + +![](../../../images/eurd-web-calculated-field-collection.png) + +You can drag the calculated field from the **Field List** onto the required band like an ordinary data field. + +![](../../../images/eurd-web-calculated-field-drop-onto-band.png) + +You can also group and sort your report data based on the calculated field values. + +## Expression Syntax +A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using the "**?**" prefix before their names. + +A calculated field's expression can evaluate the values of other calculated fields if you make sure to avoid circular references. + +Date-time constants must be wrapped in hashtags (**#**) (e.g., **[OrderDate] >= #1/1/2009#**). To represent a null reference (one that does not refer to any object), use a question mark (e.g., **[Region] != ?**). To denote strings, use apostrophes (**'**), otherwise an error will occur. + +To embed an apostrophe into an expression's text, it should be preceded by another apostrophe (e.g., **'It's sample text'**). + +The type of a value returned by a calculated field is defined by its **Field Type** property. + +If a calculated field expression involves the use of different types, it is necessary to convert them to the same type (e.g., **Max(ToDecimal([Quantity]),[UnitPrice])**) + +Although a value that is returned by a calculated field is usually converted to a string (to be displayed in a text-aware report control), it can return a value of any kind. For example, if a database field contains an image, you can set a calculated field's expression to "=...", after which this calculated field can be bound to the [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md) control. + +To construct a valid aggregate expression, use the following format, which consists of four parts. + +_[\][\].\(\)_ + +* _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. +* _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). +* _\_ - Specifies one of the available aggregate functions. +* _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. + +You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. + +For more information, see [Expression Language](../../use-expressions/expression-language.md). + +## Examples +The following tutorials demonstrate the use of calculated fields in various environments: + +* [Calculate an Aggregate Function](calculate-an-aggregate-function.md) +* [Calculate a Weighted Average Function](calculate-a-weighted-average-function.md) +* [Sort Data by a Custom Field](../../shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md) +* [Group Data by a Custom Field](../../shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-expressions.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-expressions.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/data-binding-modes.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/data-binding-modes.md new file mode 100644 index 0000000000..452b0d4112 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/data-binding-modes.md @@ -0,0 +1,35 @@ +--- +title: Data Binding Modes +author: Anna Vekhina +--- +# Data Binding Modes + +The Report Designer works in one of the following data binding modes: + +* **Expressions** is the default binding mode. + + This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](functions-in-expressions.md). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). + + Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. + + ![Property Marker](../../images/eurd-binding-modes-property-marker.png) + + The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. + + ![Expression Editor](../../images/eurd-binding-modes-expression-editor.png) + +* **Expressions Advanced** is the advanced Expression mode. + + This mode enables you to specify an expression that is evaluated within a control's specific event. + + ![property-grid-expression-advanced-tab](../../images/eurd-binding-modes-expressions-advanced.png) + + The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](expression-language.md) section. + + In the **BeforePrint** event, you can use data fields from all queries in the data source. + + ![Expression Editor for the BeforePrint event](../../images/eurd-binding-modes-data-fields.png) + + In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](expression-language.md) section. + + ![Expression Editor for the PrintOnPage event](../../images/eurd-binding-modes-event-arguments.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expression-language.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expression-language.md new file mode 100644 index 0000000000..a9413ace94 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expression-language.md @@ -0,0 +1,371 @@ +--- +title: Expression Language +owner: Mary Sammal +--- +# Expression Language + +This section describes the report-specific expression syntax. + +## Expression Syntax + +An expression is a text string that specifies what data to take and how to process it to obtain a value. For instance, the following expression returns an integer value of `5`: + +` +3 + 2 +` + +An expression string can consist of multiple lines that include constants, operators, function calls, fields or parameters, report items, and comments: + +``` +/* +This expression is set for the Visible property of a control +to show/hide the control based on the ShowTotalAmount parameter value. +*/ + +Iif ( + ?ShowTotalAmount == True, + True, + False + ) +``` + +## Constants + +* String constants + Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. + ``` + [Country] == 'France' + [Name] == 'O''Neil' + ``` + +* Date-time constants + Wrap date-time constants in '#'. + ``` + [OrderDate] >= #2018-03-22 13:18:51.94944# + ``` + +* True + The Boolean True value. + ``` + [InStock] == True + ``` + +* False + The Boolean False value. + ``` + [InStock] == False + ``` + +* Enumeration + Specify an enumeration value by its underlying integer value. + ``` + [Status] == 1 + ``` + +* Guid + Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. + ``` + [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} + ``` + +* Numeric + Specify numeric constant types in a string form by suffixes: + * Int32 (int) - _1_ + * Int16 (short) - _1s_ + * Byte (byte) - _1b_ + * Double (double) - _1.0_ + * Single (float) - _1.0f_ + * Decimal (decimal) - _1.0m_ + + | Value | Suffix | Example | + | --- | --- | --- | + | 32-bit integer | No suffix | [CategoryID] == _1_ | + | 16-bit integer | s | [CategoryID] == _1s_ | + | Byte | b | [CategoryID] == _1b_ | + | Double-precision floating-point number | No suffix | [Length] == _1.0_ | + | Single-precision floating-point number | f | [Length] == _1.0f_ | + | Decimal floating-point number | m | [Price] == _25.0m_ | + +* ? + A null reference that does not refer to any object. + We recommend that you use the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead of **?**. + ``` + [Region] != ? + ``` + +## Operators + +* \+ + Adds the value of one numeric expression to another or concatenates two strings. + ``` + [UnitPrice] + 4 + [FirstName] + ' ' + [LastName] + ``` + +* \- + Finds the difference between two operands. + ``` + [Price1] - [Price2] + ``` + +* \* + Multiplies the value of two operands. + ``` + [Quantity] * [UnitPrice] + ``` + +* / + Divides the first operand by the second. + ``` + [Quantity] / 2 + ``` + +* % + Divides one numeric operand by the other and returns the remainder (modulus). + ``` + [Quantity] % 3 + ``` + +* | + Performs a bitwise inclusive OR operation on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. + ``` + [Number] | [Number] + ``` + +* & + The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If the two bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. + ``` + [Number] & 10 + ``` + +* ^ + Performs a bitwise exclusive OR operation on two numeric expressions. + ``` + [Number] ^ [Number] + ``` + +* == + Returns **True** if both operands are equal; otherwise, it returns **False**. + ``` + [Quantity] == 10 + ``` + +* != + Returns **True** if the operands are not equal; otherwise, it returns **False**. + ``` + [Country] != 'France' + ``` + +* < + Less than operator. Used to compare expressions. + ``` + [UnitPrice] < 20 + ``` + +* <= + Less than or equal to operator. Used to compare expressions. + ``` + [UnitPrice] <= 20 + ``` + +* >= + Greater than or equal to operator. Used to compare expressions. + ``` + [UnitPrice] >= 30 + ``` + +* > + Greater than operator. Used to compare expressions. + ``` + [UnitPrice] > 30 + ``` + +* In (,,,) + Tests for the existence of a property in an object. + ``` + [Country] In ('USA', 'UK', 'Italy') + ``` + +* Between (,) + Specifies a range to test. Returns **True** if a value is greater than or equal to the first operand and less than or equal to the second operand. + ``` + [Quantity] Between (10, 20) + ``` + +* And (&&) + Performs a logical conjunction on two Boolean expressions. + ``` + [InStock] And ([ExtendedPrice]> 100) + [InStock] && ([ExtendedPrice]> 100) + ``` + +* Or (||) + Performs a logical disjunction on two Boolean expressions. + ``` + [Country]=='USA' Or [Country]=='UK' + [Country]=='USA' \|| [Country]=='UK' + ``` + +* ~ + Performs a bitwise negation on a numeric expression. + ``` + ~[Roles] = 251 + ``` + +* Not (!) + Performs a logical negation on a Boolean expression. + ``` + Not [InStock] + ![InStock] + ``` + +* + + Returns a numeric expression's value (a unary operator). + ``` + +[Value] = 10 + ``` + +* - + Returns the negative of a numeric expression's value (a unary operator). + ``` + -[Value] = 20 + ``` + +* Is Null + Returns **True** if an expression is a null reference (one that does not refer to any object). + ``` + [Region] is null + ``` + +## Operator Precedence + +When an expression contains multiple operators, these operators are evaluated in the following sequence: + +* Literal values +* Parameters +* Identifiers +* OR (left-associative) +* AND (left-associative) +* The '.' relationship qualifier (left-associative) +* ==, != +* <, >, <=, >= +* -, + (left-associative) +* *, /, % (left-associative) +* NOT +* Unary - +* In +* Iif +* Trim(), Len(), Substring(), IsNull() +* '[]' (for set-restriction) +* '()' + +Group elements with parentheses to change operator precedence. For instance, operators are applied in the default order in the following expression: + +`Accounts[Amount == 2 + 48 * 2]` + +In the next expression, the addition operation is applied first, because its associated elements are grouped with parentheses, and the multiplication operation is applied last. + +`Accounts[Amount == (2 + 48) * 2]` + +## Functions + +The expression language includes a set of functions that extend an expression's capabilities: + +* Logical functions +* Date and time functions +* Math functions +* String functions +* Functions for expression bindings and calculated fields +* Functions for stored procedures +* Functions for the Summary Expression Editor + +You can also implement custom functions. + +See the following topic for a complete list of functions that are available in expressions: [Functions in Expressions](functions-in-expressions.md). + +## Case Sensitivity + +Operators are case-insensitive. Case sensitivity of values can depend on the data source. For instance, SQL Server Express 2005 is configured as case-insensitive. In this case, the following [filter expression](../shape-report-data/filter-data/filter-data-at-the-report-level.md) always evaluates to **True**: + +`Lower(Name) == Upper(Name)` + +## Escape Keywords + +You can mark a keyword-like field name with the **@** escape character. In the expression below, the **CriteriaOperator.Parse** method interprets `@Or` as a field named **Or**, not the logical operator OR. + +`@Or = 'value'` + +## Escape Characters + +Use a backslash (`\`) as an escape character for characters in an expression, as shown below: + +`\[` + +`\\` + +`\'` + +Use an apostrophe (`'`) as an escape character for string literals: + +`'A parameter''s value is:' + ?parameter1` + +## Data Fields and Calculated Fields + +Enclose a data field or calculated field's name in square brackets (```[``` and ```]```): + +``` +/* +This expression is set for a control's Text property +to bind the control to the UnitPrice data field. +*/ +[UnitPrice] +``` + +Ensure that the field with the specified name exists in the report's data source and data member. + +You can refer to data fields from a data member that is not specified as the report's data member (only the first record is returned): + +``` +/* +This expression is set for a control's Text property +to bind the control to the UnitPrice data field from the Products data member +(the report is not bound to Products). +*/ +[Products].[UnitPrice] +``` + +## Report Parameters + +Use the following syntax to insert [report parameters](../use-report-parameters.md) in an expression: + +- Type a question mark before a parameter's name. + + `?parameter1` + +- (*Obsolete*) Use the "Parameters." prefix in front of a report parameter's name. + + `[Parameters.parameter1]` + +## Enumerations + +Do one of the following to assign an enumeration value to a property: + +- Specify an enumeration value by its underlying integer value. + + `[Borders] = 1` + +- The **Expression Editor** can help you specify a string value for built-in enumerations: + + ![Enumeration in Expression Editor](../../images/eurd-web-enumerations-in-expression-editor.png) + +## Comments + +The expression language supports comments. For example: + +``` +/* +This is a comment within an expression. +*/ +``` + +Comments start with the ```/*``` sequence and end at the matching ```*/``` sequence. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expressions-overview.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expressions-overview.md new file mode 100644 index 0000000000..666a744877 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/expressions-overview.md @@ -0,0 +1,86 @@ +--- +title: Expressions Overview +owner: Sergey Andreev +--- +# Expressions Overview + +Use expressions to accomplish the following tasks: +* [Retrieve data](../use-report-elements/bind-controls-to-data.md) +* [Format data values](../shape-report-data/format-data.md) +* [Create calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md) +* [Calculate summaries](../shape-report-data/calculate-summaries.md) +* [Specify conditions for report elements](../shape-report-data/specify-conditions-for-report-elements.md) +* [Specify conditions for data source queries](../bind-to-data/specify-query-parameters.md) + +## How to Specify an Expression + +In the Report Designer, properties that support expressions have an `f` button in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Click this button to specify an expression in the invoked Expression Editor. + +![Properties Window - f Buttons](../../images/eurd-web-f-button.png) + +In **Expressions Advanced** mode, the Report Designer allows you to specify expressions that are evaluated within specific events: + +* The **BeforePrint** event where you can use data fields from all queries in the data source. +* The **PrintOnPage** event fetches the number of pages in the report and the current page. You can use these variables to specify conditions for report items. + +See the following topic for more information: [Data Binding Modes](data-binding-modes.md). + +## Expression Editor + +The Report Designer's Expression Editor has a graphical interface that allows you to create and edit expressions. + +![Expression Editor](../../images/eurd-web-expression-editor.png) + +Use one of the following ways to invoke the Expression Editor: + +* Select a report, band, or control. The `f` button appears next to the selection. Click this button to invoke the Expression Editor. + + ![The f Button Near the Control](../../images/eurd-web-smarttag-f-button.png) + +* In the **Properties** window, if an expression can be set for a property, the `f` button appears near the value editor. Click this button to invoke the Expression Editor. + + ![Properties Window - f Buttons](../../images/eurd-web-f-button.png) + + The `f` button changes its color to blue to indicate that an expression is set for a property. + + ![The f Button Indicates that an Expression is Set](../../images/eurd-web-properties-window-f-button-blue.png) + +The Editor lists all properties for which you can specify an expression. + +Click a property to specify an expression. + +![Properties List in the Expression Editor](../../images/eurd-web-expression-editor-properties-list.png) + +An `f` icon appears next to a property where an expression is set. + +![The Text Expression Is Set](../../images/eurd-web-expression-editor-properties-list-expression-set.png) + +The Editor highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). + +![Intellisense in the Expression Editor](../../images/eurd-web-expression-editor-intellisense.png) + +The Expression Editor displays all the errors it finds in the specified expression. + +![Expressions_ExpressionEditor_ErrorValidation](../../images/eurd-web-expression-editor-syntax-error.png) + +The Editor lists a tree with language elements and items that you can use in an expression. + +![Items to Use in Expressions](../../images/eurd-web-expression-editor-expression-items.png) + +## FilterString Editor + +You can use the Report Designer's **FilterString Editor** to specify the **FilterString** property of a report, Cross Tab, or Chart Series. + +The **FilterString Editor**'s visual interface allows you to use an unlimited number of conditions and combine them with logical operators to create filter criteria. You can also switch to Text mode and type a filter string. + +![FilterString Editor](../../images/eurd-web-filterstring-editor.png) + +The **FilterString Editor** highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). + +![Syntax Highlight](../../images/eurd-web-filterstring-editor-intellisense.png) + +## Expression Syntax + +An expression can include field names, constants, operators, functions, data fields, and parameters. + +See the following topic for more information: [Expression Language](expression-language.md). diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/functions-in-expressions.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/functions-in-expressions.md new file mode 100644 index 0000000000..8cf1687061 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/functions-in-expressions.md @@ -0,0 +1,496 @@ +--- +title: 'Functions in Expressions' +owner: Sergey Andreev +--- +# Functions in Expressions + +This topic lists the functions that you can use in an [expression](expressions-overview.md). + +## Aggregate Functions + +| Function | Description | Example | +|---|---|---| +| Avg(Value) | Evaluates the average of the values in the collection. | [Products].Avg([UnitPrice]) | +| Count() | Returns the number of objects in a collection. | [Products].Count() | +| Exists() | Determines whether the object exists in the collection. | [Categories][[CategoryID] == 7].Exists() | +| Join() | Concatenates all Expression values in the _Collection_ based on the specified _Condition_ (optional) into a single string separated by the specified _Separator_ (optional). If you do not specify a _Separator_, the function uses a comma.
The function has the following overloads:
`[Collection][Condition].Join(Expression)`
`[Collection][Condition].Join(Expression, Separator)`| The following expression concatenates _CompanyName_ field values within a report grouped by the _CategoryID_ field into a single string separated by a semicolon: `[][[CategoryID] == [^.CategoryID]].Join([CompanyName], ';')`| +| Max(Value) | Returns the maximum expression value in a collection. | [Products].Max([UnitPrice]) | +| Min(Value) | Returns the minimum expression value in a collection. | [Products].Min([UnitPrice]) | +| Single() | Returns an object if it is the only element in a collection. | [Accounts].Single() is not null | +| Single(Expression) | You can pass an expression as a parameter: *[Collection][Condition].Single(Expression)*. This function returns the _Expression_ if the _Collection_ contains only one object that meets the specified _Condition_ (optional). | [Collection].Single([Property1]) - returns the found object's property value.| +| Sum(Value) | Returns the sum of all expression values in the collection. | [Products].Sum([UnitsInStock]) | + +## Date and Time Functions + +| Function | Description | Example | +|---|---|---| +| IsThisWeek(Date) | Returns `True` if the specified date falls within the current week.| _Example_: `IsThisWeek([OrderDate])` | +|IsThisMonth(Date) | Returns `True` if the specified date falls within the current month.
To create the **IsThisMonth** operator using the `Parse` method, use the following syntax: **CriteriaOperator.Parse(“IsThisMonth(StartDate)”)**. | _Example_: `IsThisMonth([OrderDate])` | +|IsThisYear(Date) | Returns `True` if the specified date falls within the current year. | _Example_: `IsThisYear([OrderDate])` | +|LocalDateTimeLastMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is one month before the current date, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeLastMonth(), 5)` | +|LocalDateTimeLastYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the previous year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeLastYear(), 5)` | +|LocalDateTimeTwoMonthsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the month after the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeTwoMonthAway(), 5)` | +|LocalDateTimeTwoYearsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the year after the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeTwoYearsAway(), 5)` | +|LocalDateTimeYearBeforeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the date one year ago, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeYearBeforeToday(), 5)` | +|InDateRange(Date, FromDate, ToDate) | Returns `True` if the date part of the first operand is greater than or equal to the date part of the second operand and less than or equal to the date part of the third operand. Otherwise, returns `False`. If operands cannot be compared, returns `null`. | _Example_: `InDateRange([OrderDate], #2022-01-01 00:00:00#, #2022-12-31 23:59:59#)` | +|IsJanuary(Date) | Returns True if the specified date falls within January. | _Example_: `IsJanuary([OrderDate])` | +|IsFebruary(Date) | Returns True if the specified date falls within February. | _Example_: `IsFebruary([OrderDate])` | +|IsMarch(Date) | Returns True if the specified date falls within March. | _Example_: `IsMarch([OrderDate])` | +|IsApril(Date) | Returns True if the specified date falls within April. | _Example_: `IsApril([OrderDate])` | +|IsMay(Date) | Returns True if the specified date falls within May. | _Example_: `IsMay([OrderDate])` | +|IsJune(Date) | Returns True if the specified date falls within June. | _Example_: `IsJune([OrderDate])` | +|IsJuly(Date) | Returns True if the specified date falls within July. | _Example_: `IsJuly([OrderDate])` | +|IsAugust(Date) | Returns True if the specified date falls within August. | _Example_: `IsAugust([OrderDate])` | +|IsSeptember(Date) | Returns True if the specified date falls within September. | _Example_: `IsSeptember([OrderDate])` | +|IsOctober(Date) | Returns True if the specified date falls within October. | _Example_: `IsOctober([OrderDate])` | +|IsNovember(Date) | Returns True if the specified date falls within November. | _Example_: `IsNovember([OrderDate])` | +|IsDecember(Date) | Returns True if the specified date falls within December. | _Example_: `IsDecember([OrderDate])` | +|IsLastMonth(Date) | Returns True if the specified date falls within the previous month. | _Example_: `IsLastMonth([OrderDate])` | +|IsLastYear(Date) | Returns True if the specified date falls within the previous year. | _Example_: `IsLastYear([OrderDate])` | +|IsNextMonth(Date) | Returns True if the specified date falls within the next month. | _Example_: `IsNextMonth([OrderDate])` | +|IsNextYear(Date) | Returns True if the specified date falls within the next year. | _Example_: `IsNextYear([OrderDate])` | +|IsYearToDate(Date) | Returns `True` if the specified date falls within the period that starts from the first day of the current year and continues until the current date (including the current date). | _Example_: `IsYearToDate([OrderDate])` | +|IsSameDay(\[Date1\], \[Date2\]) | Returns `True` if the specified date/time value falls within the same day. | _Example_: `IsSameDay([OrderDate], [ShippedDate])` | +|LocalDateTimeDayAfterTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is two days after the current date, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeDayAfterTomorrow(), 5)` | +|LocalDateTimeLastWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days before the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeLastWeek(), 5)` | +|LocalDateTimeNextMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeNextMonth(), 5)` | +|LocalDateTimeNextWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days after the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeNextWeek(), 5)` | +|LocalDateTimeNextYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that corresponds to the first day of the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeNextYear(), 5)` | +|LocalDateTimeNow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current moment in time. | _Example_: `AddDays(LocalDateTimeNow(), 5)` | +|LocalDateTimeThisMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeThisMonth(), 5)` | +|LocalDateTimeThisWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeThisWeek(), 5)` | +|LocalDateTimeThisYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeThisYear(), 5)` | +|LocalDateTimeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the start of the current day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeToday(), 5)` | +|LocalDateTimeTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the next day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTomorrow(), 5)` | +|LocalDateTimeTwoWeeksAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the week after the next week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTwoWeeksAway(), 5)` | +|LocalDateTimeYesterday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the previous day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeYesterday(), 5)` | +|AddTicks(DateTime, AddTicks) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the specified number of ticks before or after a specified start date. | _Example_: `AddTicks([OrderDate], 500000)` | +|AddMilliSeconds(Time, MilliSecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of milliseconds before or after a specified start date/time.| _Example_: `AddMilliSeconds([StartTime], 200)` | +|AddSeconds(Time, SecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of seconds before or after a specified start date/time. | _Example_: `AddSeconds([StartTime], 120)` | +|AddMinutes(Time, MinutesCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of minutes before or after a specified start date/time. | _Example_: `AddMinutes([StartTime], 30)` | +|AddHours(Time, HoursCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of hours before or after a specified start date/time. | _Example_: `AddHours([StartTime], 5)` | +|AddDays(Date, DaysCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of days before or after a specified start date. | _Example_: `AddDays([OrderDate], 10)` | +|AddMonths(Date, MonthsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of months before or after a specified start date.| _Example_: `AddMonths([OrderDate], 3)` | +|AddYears(Date, YearsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of years before or after a specified start date. | _Example_: `AddYears([OrderDate], 2)` | +|AddTimeSpan(DateTime, TimeSpan) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that differs by a specified amount of time from a specified date. | _Example_: `AddTimeSpan([OrderDate], [Duration])` | +|DateDiffDay(StartDate, EndDate) | Returns the number of day boundaries between the specified dates. | _Example_: `DateDiffDay([OrderDate], Now())` | +|DateDiffMonth(StartDate, EndDate) | Returns the number of month boundaries between the specified dates. | _Example_: `DateDiffMonth([OrderDate], Now())` | +|DateDiffYear(StartDate, EndDate) | Returns the number of year boundaries between the specified dates. | _Example_: `DateDiffYear([OrderDate], Now())` | +|DateDiffMilliSecond(StartTime, EndTime) | Returns the number of millisecond boundaries between the specified dates/times. | _Example_: `DateDiffMilliSecond([StartTime], Now())` | +|DateDiffMinute(StartTime, EndTime) | Returns the number of minute boundaries between the specified dates/times.| _Example_: `DateDiffMinute([StartTime], Now())` | +|DateDiffSecond(StartTime, EndTime) | Returns the number of second boundaries between the specified dates/times.| _Example_: `DateDiffSecond([StartTime], Now())` | +|DateDiffHour(StartTime, EndTime) | Returns the number of hour boundaries between the specified dates/times. | _Example_: `DateDiffHour([StartTime], Now())` | +|DateDiffTick(StartDate, EndDate) | Returns the number of tick boundaries between the specified dates. | _Example_: `DateDiffTick([OrderDate], Now())` | +|GetDate(Date) | Returns the date part of the specified date.| _Example_: `GetDate([OrderDate])` | +|GetYear(Date) | Gets the year in the specified date. | _Example_: `GetYear([OrderDate])` | +|GetMonth(Date) | Gets the month in the specified date. | _Example_: `GetMonth([OrderDate])` | +|GetDay(Date) | Gets the day of the month in the specified date. | _Example_: `GetDay([OrderDate])` | +|GetDayOfYear(Date) | Gets the day of the year in the specified date. | _Example_: `GetDayOfYear([OrderDate])` | +|GetDayOfWeek(Date) | Gets the day of the week in the specified date. | _Example_: `GetDayOfWeek([OrderDate])` | +|GetHour(Time) | Returns the hours value in the specified date/time. | _Example_: `GetHour([StartTime])` | +|GetMinute(Time) | Returns the minutes value in the specified date/time. | _Example_: `GetMinute([StartTime])` | +|GetSecond(Time) | Returns the seconds value in the specified date/time.| _Example_: `GetSecond([StartTime])` | +|GetMilliSecond(Time) | Returns the milliseconds value in the specified date/time. | _Example_: `GetMilliSecond([StartTime])` | +|GetTimeOfDay(DateTime) | Gets the time part of the specified date. | _Example_: `GetTimeOfDay([OrderDate])` | +|Now() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date and time. | _Example_: `AddDays(Now(), 7)` | +|Today() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date. The time part is set to 00:00:00. | _Example_: `AddDays(Today(), 3)` | +|UtcNow() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) object that is the current date and time in Universal Coordinated Time (UTC). | _Example_: `AddDays(UtcNow(), 7)` | +|DateTimeFromParts(Year, Month, Day) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day])` | +|DateTimeFromParts(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour])` | +|DateTimeFromParts(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute])` | +|DateTimeFromParts(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute], [Second])` | +|DateOnlyFromParts(Year, Month, Day) | Returns a [DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value constructed from the specified Year, Month, and Day.| _Example_: `DateOnlyFromParts([Year], [Month], [Day])` | +|TimeOnlyFromParts(Hour, Minute) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute])` | +|TimeOnlyFromParts(Hour, Minute, Second) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second])` | +|TimeOnlyFromParts(Hour, Minute, Second, Millisecond) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second], [Millisecond])` | +|AfterMidday(Time) | Returns `True` if the specified time is after 12:00 PM. | _Example_: `AfterMidday([StartTime])` | +|BeforeMidday(Time) | Returns `True` if the specified time is before 12:00 PM. | _Example_: `BeforeMidday([StartTime])` | +|IsAfternoon(Time) | Returns `True` if the specified time falls between 12:00 PM and 6:00 PM. | _Example_: `IsAfternoon([StartTime])` | +|IsEvening(Time) | Returns `True` if the specified time falls between 6:00 PM and 9:00 PM. | _Example_: `IsEvening([StartTime])` | +|IsFreeTime(Time) | Returns `True` if the specified time falls within free time. | _Example_: `IsFreeTime([StartTime])` | +|IsLastHour(Time) | Returns `True` if the specified time falls within the last hour. | _Example_: `IsLastHour([StartTime])` | +|IsLunchTime(Time) | Returns `True` if the specified time falls within the lunch time. | _Example_: `IsLunchTime([StartTime])` | +|IsMorning(Time) | Returns `True` if the specified time falls within between 6:00 AM and 12:00 PM. | _Example_: `IsMorning([StartTime])` | +|IsNextHour(Time) | Returns `True` if the specified time falls within the next hour. | _Example_: `IsNextHour([StartTime])` | +|IsNight(Time) | Returns `True` if the specified time falls between 9:00 PM and 9:00 AM. | _Example_: `IsNight([StartTime])` | +|IsSameHour(Time) | Returns `True` if the specified time falls within the same hour. | _Example_: `IsSameHour([StartTime])` | +|IsSameTime(Time) | Returns `True` if the specified time falls within the same time of day (hour and minute). | _Example_: `IsSameTime([StartTime])` | +|IsThisHour(Time) | Returns `True` if the specified time falls within the hour. | _Example_: `IsThisHour([StartTime])` | +|IsWorkTime(Time) | Returns `True` if the specified time falls within work time. | _Example_: `IsWorkTime([StartTime])` | + + +## Logical Functions + +* Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) + Returns one of several specified values depending upon the values of logical expressions. + + The function can take *2N+1* arguments (*N* - the number of specified logical expressions): + + - Each odd argument specifies a logical expression. + + - Each even argument specifies the value that is returned if the previous expression evaluates to **True**. + + - **...** + + - The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **False**. + ``` + Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 4)") + ``` + +* IsNull(Value) + Returns True if the specified Value is NULL. + ``` + IsNull([OrderDate]) + ``` + +* IsNull(Value1, Value2) + Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. + ``` + IsNull([ShipDate], [RequiredDate]) + ``` + +* IsNullOrEmpty(String) + Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. + ``` + IsNullOrEmpty([ProductName]) + ``` + +## Math Functions + +| Function | Description | Example | +|---|---|---| +| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | +| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | +| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | +| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | +| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | +| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | +| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | +| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | +| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | +| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | +| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | +| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | +| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | +| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | +| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | +| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | +| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | +| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | +| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | +| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | +| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | +| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | +| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | +| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | +| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | +| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | +| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | +| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | +| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | +| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | +| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | + +## Reporting Functions + +* Argb(Alpha, Red, Green, Blue) + Returns a string defining a color using the Alpha, Red, Green, and Blue color channel values. + ``` + Argb(1,200, 30, 200) + /* Result: '1,200,30,200'*/ + ``` + +* GetDisplayText(?parameterName) + Returns a Display Text for a parameter's lookup value. + + For **non-lookup parameters**, this function returns a value converted to string. + ``` + /* ?employeeParameter stores static or dynamic predefined values + where EmployeeID is a parameter value + and EmployeeName is a display text. */ + GetDisplayText(?employeeParameter) + ``` + +* Rgb(Red, Green, Blue) + Returns a string defining a color using the Red, Green, and Blue color channel values. + ``` + Rgb(30,200,150) + /* Result: '30,200,150' */ + ``` + +* CurrentRowIndexInGroup() + + Returns the current row's index within the group. + + The following expression adds row indexes in the group: + + ```CurrentRowIndexInGroup(0) + 1``` + +* GroupIndex(level) + + Locates the parent group row at the specified nesting level and returns that row's index. + + The following expression displays indexes of root-level groups: + + ```GroupIndex(1) + 1``` + +* NextRowColumnValue(columnName) + + Obtains the next row and returns the value from the specified column. + +* PrevRowColumnValue(columnName) + + Obtains the previous row and returns the value from the specified column. + +## String Functions + +| Function | Description | Example | +|---|---|---| +| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | +| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | +| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | +| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | +| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | +| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned. | Contains([ProductName], 'dairy') | +| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | +| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | +| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | +| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | +| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | +| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | +| PadRight(String, Length) | Right-aligns the defined string�s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | +| PadRight(String, Length, Char) | Right-aligns the defined string�s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | +| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | +| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | +| Replace(String1, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | +| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | +| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | +| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | +| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | +| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | +| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | +| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | + +## Functions for Expression Bindings and Calculated Fields + +Below is a list of functions that are used to construct [expression bindings](data-binding-modes.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md): + +* NewLine() + Returns the newline string defined for the current environment. + ``` + [CategoryName]+NewLine()+[Description] + /* + Result: + Beverages + Soft drinks, coffees, teas, beers and ales. + /* + ``` + +* FormatString(Format, Value1, ... , ValueN) + Returns the specified string with formatted field values. + See the following topic for details: [Format Data](../shape-report-data/format-data.md). + ``` + FormatString('{0:$0.00}', [UnitPrice]) + /* + Result: $45.60 + */ + ``` + +* Rgb(Red, Green, Blue) + Returns a string defining a color using the Red, Green, and Blue color channel values. + ``` + Rgb(30,200,150) + /* + Result: '30,200,150' + */ + ``` + +* Join() + Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function is useful when you [bind a multi-value parameter to a label](../use-report-parameters/create-a-report-parameter.md) to display the parameter's values in a report. + + This function has two overloads: + + * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. + * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. + ``` + Join(?CategoriesParameter) + /* + Result: Beverages, Condiments + */ + Join(?CategoriesParameter, newline()) + /* + Result: + Beverages + Condiments + */ + +## Functions for Stored Procedures + +The following functions are used to bind a report to a stored procedure: + +* Join() + Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function can be used when mapping multi-value report parameters to query parameters generated from a stored procedure's parameters. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). + + This function has two overloads: + + * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. + * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. + ``` + Join(?Parameter1) + ``` + +* CreateTable(Column1, ..., ColumnN) + Creates a table from several multi-value parameters' values. This function can be used when mapping multi-value report parameters to the query parameter that is generated from a stored procedure's [User Defined Table Type](https://docs.microsoft.com/en-us/sql/relational-databases/tables/use-table-valued-parameters-database-engine) parameter. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). + ``` + CreateTable(?Parameter1, ..., ?ParameterN) + ``` + +## Functions for Summary Expression Editor + +Use the following functions when you [calculate a summary](../shape-report-data/calculate-summaries.md) across a report and its groups: + +* sumAvg(Expression) + Calculates the average of all values within the specified summary region (group, page, or report). + ``` + sumAvg([UnitPrice]) + ``` + +* sumCarryoverSum(Expression) + + Calculates the carried forward and brought forward totals. + + ``` + sumCarryoverSum([Amount]) + ``` + +* sumCount(Expression) + Counts the number of values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. + + When using this function in a [master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md)'s master band and passing a detail field as a parameter, the function counts the number of records within the detail band. + + See also: + * [Count the Number of Records in a Report or Group](../shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md) + * [Count the Number of Groups in a Report](../shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md) + ``` + sumCount([UnitPrice]) + ``` + +* sumDAvg(Expression) + Calculates the average of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDAvg([UnitPrice]) + ``` + +* sumDCount(Expression) + Counts the number of **distinct** values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. + ``` + sumDCount([UnitPrice]) + ``` + +* sumDStdDev(Expression) + Calculates the standard deviation of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDStdDev([UnitPrice]) + ``` + +* sumDStdDevP(Expression) + Calculates the standard population deviation of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDStdDevP([UnitPrice]) + ``` + +* sumDSum(Expression) + Calculates the total of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDSum([UnitPrice]) + ``` + +* sumDVar(Expression) + Calculates the amount of variance for all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDVar([UnitPrice]) + ``` + +* sumDVarP(Expression) + Calculates the population variance of all **distinct** values within the specified summary region (group, page, or report). + ``` + sumDVarP([UnitPrice]) + ``` + +* sumMax(Expression) + Calculates the maximum of all values within the specified summary region (group, page, or report). + ``` + sumMax([UnitPrice]) + ``` + +* sumMedian(Expression) + Finds the middle number within a sequence. + + If the total number of elements is odd, this function returns the value of the middle number in a sequence. If the total number of elements is even, this function returns the arithmetical mean of the two middle numbers. + ``` + sumMedian([UnitPrice]) + ``` + +* sumMin(Expression) + Calculates the minimum of all values within the specified summary region (group, page, or report). + ``` + sumMin([UnitPrice]) + ``` + +* sumPercentage(Expression) + Calculates the percent ratio of the current data row's value to the total of all the values within the specified summary region (group, page, or report). + ``` + sumPercentage([UnitPrice]) + ``` + +* sumRecordNumber(Expression) + Returns the current record number in the specified summary region (group, page, or report). This means, for instance, if the summary is calculated for a group, then the record number is calculated only within that group, and is reset every time a new group is started. + + In a simple scenario, you may not pass a parameter. + + See also: [Display Row Numbers on a Report, Group, or Page](../shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md) + ``` + sumRecordNumber() + ``` + +* sumRunningSum(Expression) + Calculates the sum of all previous values displayed before the current data row with the current data row value. + ``` + sumRunningSum([UnitPrice]) + ``` + +* sumStdDev(Expression) + Calculates the standard deviation of all values within the specified summary region (group, page, or report). + ``` + sumStdDev([UnitPrice]) + ``` + +* sumStdDevP(Expression) + Calculates the standard population deviation of all values within the specified summary region (group, page, or report). + ``` + sumStdDevP([UnitPrice]) + ``` + +* sumSum(Expression) + Calculates the total of all values within the specified summary region (group, page, or report). + ``` + sumSum([UnitsInStock]) + ``` + +* sumVar(Expression) + Calculates the amount of variance for all values within the specified summary region (group, page, or report). + ``` + sumVar([UnitPrice]) + ``` + +* sumVarP(Expression) + Calculates the population variance of all values within the specified summary region (group, page, or report). + ``` + sumVarP([UnitPrice]) + ``` + +* sumWAvg(Expression, Expression) + Calculates the weighted average of all values within the specified summary region (group, page, or report). This summary type returns the result of the following operation: Sum(Expression1 * Expression2) / Sum(Expression2). + ``` + sumWAvg([UnitPrice]) + ``` diff --git a/reporting-for-web/articles/report-designer/use-expressions/how-to-use-expressions.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/how-to-use-expressions.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-expressions/how-to-use-expressions.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-expressions/how-to-use-expressions.md diff --git a/reporting-for-web/articles/report-designer/use-report-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/bind-controls-to-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/bind-controls-to-data.md new file mode 100644 index 0000000000..5b31e8eead --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/bind-controls-to-data.md @@ -0,0 +1,42 @@ +--- +title: Bind Report Controls to Data +author: Anna Vekhina +--- +# Bind Report Controls to Data + +You can use the following approaches to include data source information in your report: + +* [Use the Field List](#use-the-field-list) +* [Use the Properties Panel](#use-the-properties-panel) + +## Use the Field List + +After you [bind your report to data](../bind-to-data.md), the [Field List](../report-designer-tools/ui-panels/field-list.md) panel displays the data source hierarchy and provides access to available data fields. + +Drop a data field from this panel onto a report's surface to create a new report control bound to the corresponding field. + +![](../../images/eurd-web-field-list-drop-fields.png) + +Drop a data field onto an existing control to bind this control to the corresponding field. + +![](../../images/eurd-web-field-list-drop-field-to-control.png) + +You can also drop an entire data table onto a report to create a [Table](../use-report-elements/use-tables.md) control with its cells bound to corresponding data table fields. + +![](../../images/eurd-web-field-list-drop-table.png) + +To select multiple fields in the Field List, hold CTRL or SHIFT and click the fields. Drop these fields onto a report to create a new table. + +![](../../images/eurd-web-list-drop-multiple-fields.png) + +Select multiple data fields, a query, or a table in the Field List. Hold `Shift` when you drag the fields and drop them onto the report design area. This creates a data table with data field names. + +![eurd-web-list-drop-table-with-field-headers](../../images/eurd-web-list-drop-table-with-field-headers.png) + +## Use the Properties Panel + +Select a report control and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Click the **Text** property's marker and select **Text Expression** from the popup menu. Select a data field or construct a binding [expression](../use-expressions/expression-language.md) in the invoked [Expression Editor](../report-designer-tools/expression-editor.md). + +![](../../images/eurd-web-expression-editor.png) + +You can use the same approach to specify expressions for all the control properties. See [Shape Report Data](../shape-report-data.md) for more tutorials. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md new file mode 100644 index 0000000000..9a0c88b7cf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md @@ -0,0 +1,30 @@ +--- +title: Draw Cross-Band Lines and Boxes +author: Anna Vekhina +--- +# Draw Cross-Band Lines and Boxes + +Cross-band controls allow you to draw lines and rectangles through several [report bands](../../introduction-to-banded-reports.md). + +The Report Designer provides the following two cross-band controls: + +* The **Cross-Band Line** control draws vertical lines that can span multiple report bands. You can use this control to emphasize a report area that consists of different bands. +* The **Cross-Band Box** control draws rectangles through several report bands. You can use this control to encompass a report section that includes multiple band areas. + +To add a cross-band control to a report, select the corresponding item in the [Toolbox](../../report-designer-tools/toolbox.md) and draw a rectangle across required bands. + +![](../../../images/eurd-web-add-cross-band-control-to-report.png) + +The following properties define a cross-band control's location in a report: + +* **Start Band** - determines the band from which the control starts to draw; +* **Start Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the start band where the control starts to draw; +* **End Band** - determines the band where the cross-band control stops to draw; +* **End Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the end band where the control finishes to draw. + +![](../../../images/eurd-web-cross-band-control-properties.png) + +The following image illustrates how the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) reflects cross-band controls: + +![](../../../images/eurd-web-cross-band-controls-in-report-explorer.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md new file mode 100644 index 0000000000..3449897001 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md @@ -0,0 +1,38 @@ +--- +title: Draw Lines +author: Anna Vekhina +--- +# Draw Lines + +The **Line** control draws a line in a specified direction, style, width, and color. You can use it to decorate and visually separate a report's sections. + +To add a line to a report, drag the **Line** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-line-to-a-report.png) + +The **Line Tasks** category of the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel provides the main control properties: + +![](../../../images/eurd-web-report-control-line-actions.png) + +* **Line Direction** + + Enables you to draw a line horizontally, vertically, and across the rectangle the line occupies from one corner to another (**Horizontal**, **Vertical**, **Slant** and **Back Slant** types). + + ![](../../../images/eurd-web-report-control-line-direction.png) + +* **Line Style** + + You can select the solid (by default), dashed, dotted, or mixed line style. + + ![](../../../images/eurd-web-report-control-line-style.png) + +* **Line Width** + + Specifies the line width in pixels as a floating point value. + +* **Anchor Vertically** + + Specifies the vertical anchoring style, so that after page rendering a control stays attached to the top control, bottom control, or both. + +> [!Note] +> The **Line** control cannot span several bands. See [Draw Cross-Band Lines and Boxes](draw-cross-band-lines-and-boxes.md) to learn about drawing lines through several bands. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md new file mode 100644 index 0000000000..6c03ac111f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md @@ -0,0 +1,115 @@ +--- +title: Draw Shapes +author: Anna Vekhina +--- +# Draw Shapes + +The **Shape** control allows you to draw various shapes in a report. + +To add a shape to a report, drag the **Shape** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-shape-control-to-report.png) + +Expand the **Tasks** category and use the **Shape** property to select the shape type. + +![](../../../images/eurd-web-shape-control-select-type.png) + +The **Tasks** category provides the following main properties common to all shape types: + +* **Fill Color** - specifies the the shape's color. +* **Stretch** - specifies whether to stretch a shape to fill its client rectangle area when it is rotated. +* **Line Width** - specifies the width of the line used to draw the shape. +* **Angle** - specifies the shape's rotation angle. + +Each shape type provides its own specific set of properties which are detailed below. + + +## Arrow +The image below illustrates the **Arrow** type's shape. + +![](../../../images/eurd-web-shape-control-arrow-type.png) + +This shape type has the following additional properties: + +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Arrow Height** - specifies the arrow's relative height (as a percentage). This value should be between **0** and **100**. +* **Arrow Width** - specifies the arrow's relative width (as a percentage). This value should be between **0** and **100**. + + +## Brace +The image below illustrates the **Brace** type's shape. + +![](../../../images/eurd-web-shape-control-brace-type.png) + +Use the following properties to set up a brace: + +* **Tip's Length** - specify the length of a brace's tip. +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Tail's Length** specify the length of a brace's tail. + + +## Bracket + +The following image demonstrates the **Bracket** type's shape: + +![](../../../images/eurd-web-shape-control-bracket-type.png) + +The **Tip's Length** property is specific to this shape type and defines the length of a bracket's tip. + +## Cross + +The image below shows the **Cross** type's shape. + +![](../../../images/eurd-web-shape-control-cross-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Horizontal Line Height** - specifies the relative width of a cross's horizontal line (as a percentage). This value should be between **0** and **100**. +* **Vertical Line Width** - specifies the relative width of a cross's vertical line (as a percentage). This value should be between **0** and **100**. + +## Ellipse + +The image below shows **Ellipse** type shapes. + +![](../../../images/eurd-web-shape-control-ellipse-type.png) + + +## Line + +The following image demonstrates **Line** type shapes: + +![](../../../images/eurd-web-shape-control-line-type.png) + + +## Polygon + +The image below illustrates the **Polygon** type's shape: + +![](../../../images/eurd-web-shape-control-polygon-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies how the polygon's corners are rounded (as a percentage). This value should be between **0** and **100**. +* **Number Of Sides** - specifies the number of polygon sides. + + +## Rectangle + +The image below illustrates **Rectangle** type shapes. + +![](../../../images/eurd-web-shape-control-rectangle-type.png) + +This shape type's **Fillet** property specifies the rectangle's relative roundness (as a percentage, between **0** and **100**). + +## Star + +The following image shows a **Star** type shape: + +![](../../../images/eurd-web-shape-control-star-type.png) + +This shape type has the following properties: + +* **Fillet** - specifies the relative roundness of the star's points (as a percentage). This value should be between **0** and **100**. +* **Count of Star Points** - specifies the number of points that make up the star. +* **Concavity** - specifies the concavity level (as a percentage) between two neighboring start points. This value should be between **0** and **100**. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md new file mode 100644 index 0000000000..b9afca3e2c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md @@ -0,0 +1,133 @@ +--- +title: Add Controls to a Report +author: Anna Vekhina +--- +# Add Controls to a Report + +## Add Report Controls +To display a data field's value in your report, drag the corresponding item from the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto the report's detail band. This creates a new report control bound to the corresponding field. + +![](../../../images/eurd-web-drop-field-from-field-list.png) + +You can also use the [Toolbox](../../report-designer-tools/toolbox.md) to add other controls to your report and display content such as text, images, charts, barcodes, and so on. + +![](../../../images/eurd-web-report-add-label.png) + +The Web Report Designer supports drag & drop operations from outside the browser window (making it easier to add content to your report documents): + +- **Image files** - Drag & drop an image file onto the report surface to create a [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md). +- **Text files** - Drop a TXT file to create a label, or drop an RTF, DOCX, or HTML file to insert a [Rich Text](../../use-report-elements/use-basic-report-controls/rich-text.md) control with associated file content. +- **PDF files** - Drop a PDF file to insert a [PDF Content](../../use-report-elements/use-basic-report-controls/pdf-content.md) control. +- **Existing controls** - Dropping a file onto an existing report control updates content with new file data. + +This document describes how to add the most commonly used controls to a report. See [Use Report Elements](../../use-report-elements.md) for a complete list of available controls. + +## Display Text +Use the following controls to display text in a report: + +* [Label](../use-basic-report-controls/label.md) + + Displays plain text in a report. + + ![](../../../images/eurd-web-label.png) + + +* [Rich Text](../use-basic-report-controls/rich-text.md) + + Displays rich text in a report. You can apply different font settings to the control's content and load content from an external HTML file. + + ![](../../../images/eurd-web-rich-text.png) + + +* [Table](../use-tables.md) + + Contains any number of cells arranged in one or more rows. + Each table cell can display plain text or contain other controls. + + ![](../../../images/eurd-web-table.png) + +* [Character Comb](../use-basic-report-controls/character-comb.md) + + Displays each character in a separate cell and can be used to create printed forms. + + ![](../../../images/eurd-web-character-comb.png) + + +Double-click any of these controls to invoke an in-place editor where you can enter text. + +![](../../../images/eurd-web-in-place-editor.png) + +Press CTRL+Enter to submit changes and close this mode. + +You can use corresponding properties of the **Appearance** category to access the selected control's font and alignment settings. + +![](../../../images/eurd-web-label-appearance.png) + + +Labels and other text-oriented controls can display the following content: + +* **Static content** + + A control's content does not change once it is specified in a published document. + + ![](../../../images/eurd-web-static-content.png) + +* **Dynamic content** + + A connected data source supplies this content. In a published document, it changes according to the printed data source record. + + ![](../../../images/eurd-web-dynamic-content.png) + + You can use the [Format String Editor](../../report-designer-tools/format-string-editor.md) to format dynamic content. + + ![](../../../images/eurd-web-format-string-editor.png) + + +* **Mixed content** + + You can combine labels' and other text-oriented controls' static and dynamic content within the same control. + + Use the **Format String** property in the **Action** category to format this field's value. + + ![](../../../images/eurd-web-format-string-property.png) + +## Display Page Information +Use the [Page Info](../use-basic-report-controls/page-info.md) control to display information about document pages, such as the current page number and/or total number of pages. + +![](../../../images/eurd-web-page-info.png) + +You can also use this control to add information about a report's author and the document's creation date. + +See the following tutorials for detailed instructions: + +* [Add Page Numbers](../../add-navigation/add-page-numbers.md) +* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) +* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) + +## Display Check Boxes, Images and Barcodes +Drop a Boolean data field from the Field List onto a report to create a [Check Box](../use-basic-report-controls/check-box.md) control bound to that field. + +![](../../../images/eurd-web-check-box.png) + +Check boxes can display different states depending on the underlying data values. + +![](../../../images/eurd-web-check-boxe-states.png) + +Use the [Picture Box](../use-basic-report-controls/picture-box.md) control to display images in a report. You can load an image from an external file, from a bound data source, or from a web location using the specified URL. + +![](../../../images/eurd-web-picture-box.png) + +To display barcodes, use the [Barcode](../use-bar-codes.md) control. + +![](../../../images/eurd-web-bar-code.png) + +## Drawing Lines and Shapes +Use the [Shape](../draw-lines-and-shapes/draw-shapes.md) control to draw simple graphics in a report (circles, crosses or arrows). + +![](../../../images/eurd-web-display-shapes.png) + +The [Line](../draw-lines-and-shapes/draw-lines.md) control enables you to draw straight or slanted lines in a single band. + +![](../../../images/eurd-web-lines.png) + +The [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) controls enable you to draw lines and boxes spanning multiple report bands. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md new file mode 100644 index 0000000000..fc048a344d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md @@ -0,0 +1,28 @@ +--- +title: Add Report Controls to Containers +author: Anna Vekhina +--- +# Add Report Controls to Containers + +The [Panel](../use-basic-report-controls/panel.md) control allows you to place various report controls on it to combine them into a group. + +![](../../../images/eurd-web-add-label-to-panel.png) + +You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. + +![](../../../images/eurd-web-move-panel.png) + +A [table cell](../use-tables.md) can also act as a container for other controls. + +![](../../../images/eurd-web-add-checkbox-to-tablecell.png) + +Both panel and table cell cannot contain the following report controls: +* [Cross Tab](../../create-reports/cross-tab-reports.md) +* [Subreport](../use-basic-report-controls/subreport.md) +* [Page Break](../use-basic-report-controls/page-break.md) +* [Table of Contents](../use-basic-report-controls/table-of-contents.md) +* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) + +If a panel or table cell includes only one control, you can position it within the container using the **Fit Bounds to Container** command. This command resizes the control so that it occupies all the available space (excluding borders). + +![](../../../images/eurd-web-fit-bounds-to-container.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md new file mode 100644 index 0000000000..0e1896c30b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md @@ -0,0 +1,12 @@ +--- +title: Apply Styles to Report Elements +--- +# Apply Styles to Report Elements + +Select a control and switch to the **Properties** window. Expand the **Styles** group and set the **Style** property to the style name. + +![](../../../images/eurd-web-manipulate-elements-set-style.png) + +As an alternative, you can drag a style from the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) onto a control. + +![](../../../images/eurd-web-manipulate-elements-drag-style.gif) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md new file mode 100644 index 0000000000..c7544b5b6b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md @@ -0,0 +1,47 @@ +--- +title: Arrange Report Controls +author: Anna Vekhina +--- +# Arrange Report Controls + +You can align report controls to each other, change the report element's size, change the stacked elements' order, and so on. Select a command from the control's context menu: + +![](../../../images/eurd-web-actions-category.png) + + +The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** property to customize the grid's size. + +![](../../../images/eurd-web-snap-grid-size.png) + +You can use the **Align to Grid** action to align the selected controls to the grid's cells. + +The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). + + +![](../../../images/eurd-web-snap-lines.png) + +Use the report's **Snapping Mode** property to enable automatic report control snapping to a grid or snap lines: + +![](../../../images/web-report-designer-snapping-mode.png) + + +The following values are available: + +- **None** + + No snapping is used. + +- **Snap to Grid** + + Aligns a report element to the report snap grid. + + The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** property to customize the grid's size. + +- **Snap Lines** + + Aligns a report element using snap lines. + + The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). + + +To temporarily ignore snapping, hold down ALT when you move or resize controls using the mouse. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md new file mode 100644 index 0000000000..30c3b5688f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md @@ -0,0 +1,15 @@ +--- +title: Copy Report Controls +author: Anna Vekhina +--- +# Copy Report Controls + +You can use the [Main Toolbar](../../report-designer-tools/toolbar.md)'s commands or keyboard shortcuts to clone an existing report control. A cloned control has the same settings as the initial control. + +[Select report controls](select-report-elements-and-access-their-settings.md) and click the **Copy** button or press CTRL + C to copy report controls to the clipboard. + +![](../../../images/eurd-web-copy-report-controls.png) + +Select a new container or band and click the **Paste** button or press CTRL+V to paste these controls. + +![](../../../images/eurd-web-paste-report-controls.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md new file mode 100644 index 0000000000..946bea3da8 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md @@ -0,0 +1,34 @@ +--- +title: Move and Resize Report Elements +author: Anna Vekhina +--- +# Move and Resize Report Elements + +You can use the mouse or keyboard to move a report control to a new location. + +![](../../../images/img119278.png) + +You can also [select multiple controls](select-report-elements-and-access-their-settings.md) and move them in the same way as individual report controls. + +![](../../../images/eurd-web-move-multiple-report-controls.png) + +Select a control and then drag a rectangle drawn on its edge or corner to resize it. + +![](../../../images/img119279.png) + +Use the **Size to Grid** button to resize a control to the report's **Snap Grid**. + +![](../../../images/eurd-web-size-to-grid.png) + +Drag a band's header strip to resize the band. + +![](../../../images/img119280.png) + +You can also use the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) to move a control to other bands (except **Detail Report Band**), or into a **Panel** or **Table Cell** controls. Select a control and drag it within the Report Explorer. The drop targets are highlighted when you drag the control over them. + +![](../../../images/eurd-web-report-explorer-reorder-controls.gif) + +> [!NOTE] +> You can drag the **Table Of Contents** only to the **Report Header Band** and **Report Footer Band**. + +See [Arrange Report Controls](arrange-report-controls.md) for information about tools that help you align report controls to each other and layout edges. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md new file mode 100644 index 0000000000..a84863a82e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md @@ -0,0 +1,32 @@ +--- +title: Select Report Elements and Access Their Settings +author: Anna Vekhina +--- +# Select Report Elements and Access Their Settings + +You can click a report control or band to select it. + +Do one of the following to select multiple report controls: +* Press and hold the CTRL key and click the controls. +* Click an empty place on a report's surface and draw a rectangle around the controls. + ![](../../../images/eurd-web-select-multiple-report-controls.png) + +Click the gray area around the design surface to select a report. + +You can use the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md) to access the whole set of settings that the selected element supports. + +![](../../../images/eurd-web-label-appearance.png) + +Context menus provide quick access to actions for the selected report element. Right-click a report element to invoke the context menu: + +![](../../../images/eurd-web-actions-category.png) + +When you select a report element (report, band, or report control), a smart tag and expression button are displayed next to the element on the Design Surface: + +![](../../../images/web-report-designer-smart-tags-expressions.png) + +The smart tag opens a panel with the element’s most commonly used properties: + +![](../../../images/web-report-designer-smart-tag.png) + +The smart tag contains properties from the element’s **Task** group of the Properties Panel. Note that complex properties (for example, **Symbology** for a **Barcode** control) need to be configured in the Properties Panel. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md new file mode 100644 index 0000000000..23fdc82e81 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md @@ -0,0 +1,21 @@ +--- +title: Validate the Report Layout +author: Anna Vekhina +--- +# Validate the Report Layout + +Your report layout should meet the following requirements to correctly print and export it: + +* **Avoid intersecting controls** + + The Report Designer highlights intersecting report controls to warn you that the report layout can be exported incorrectly to HTML, RTF, DOCX, XLS, XLSX, CSV and TXT formats. + + ![](../../../images/eurd-web-report-controls-export-warning.png) + +* **Do not place controls outside page margins** + + The Report Designer highlights report controls that do not fit into the printable page area and overlap the right page margin. This warns you that extra pages can appear when document is printed. + + ![](../../../images/eurd-web-report-controls-printing-warning.png) + + \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md new file mode 100644 index 0000000000..5143f81e9d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md @@ -0,0 +1,136 @@ +--- +title: Add Barcodes to a Report +author: Anna Vekhina +--- +# Add Barcodes to a Report + +## Overview + +To insert a barcode into a report, drag the **Barcode** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-bar-code-to-report.png) + +After creating the barcode, expand the **Bar Code Tasks** category and select the barcode type (symbology) in the **Symbology** property's drop-down list. + +![](../../../images/eurd-web-bar-code-symbology.png) + +After specifying the symbology, you can customize the type-specific options of the barcode, which are listed under the **Symbology** property. + +![](../../../images/eurd-web-bar-code-symbology-property.png) + +## Main Options + +To specify the bar width (a barcode's resolution), use the following options: + +* Automatically calculate the bar width according to a barcode's dimensions by enabling the **Auto Module** option; +* Provide a fixed bar width value using the **Module** property. + +The following are some additional barcode options: + +* Use the barcode's **Text** property to provide accompanying text. The **Show Text** property allows you to show or hide this text. + +* Use the **Orientation** property to rotate a barcode. + +* Use the **Padding** property to specify the indent between bars and the barcode's inner boundaries. + +## Frames for QR Codes + +For QR Codes ([QR Code](qr-code.md), [GS1 QR Code](gs1-qr-code.md), and [EPC QR Code](epc-qr-code.md)), you can use the **Frame Options** property to configure the frame around the barcode. The Corner and Rectangle frames are available for all types of QR Codes. + +### Corner Frame + +The corner frame looks as follows: + +![](../../../images/qr-code-corner-frame.png) + +You can specify the following properties for corner frames: + + * **Frame Color** + + Specifies the frame color. + + * **Frame Width** + + Specifies the frame width in pixels. + + * **Padding** + + Specifies the distance between the frame and QR code. + + * **Text** + + Specifies the text that displayed in the frame. + + * **Text Alignment** + + Specifies how the text is aligned with the frame line. + + * **Text Color** + + Specifies the color of the text in the frame. + + * **Text Position** + + Specifies how the text is positioned against the QR code. + +### Rectangular Frame + +The rectangular frame looks as follows: + +![](../../../images/qr-code-rectangle-frame.png) + +You can specify the following properties for corner frames: + + * **Corner Radius** + + Specifies rounded corners for the rectangular frame in pixels. + + * **Frame Color** + + Specifies the frame color. + + * **Frame Width** + + Specifies the frame width in pixels. + + * **Padding** + + Specifies the distance between the frame and QR code. + + * **Text** + + Specifies the text that displayed in the frame. + + * **Text Alignment** + + Specifies how the text is aligned with the frame line. + + * **Text Color** + + Specifies the color of the text in the frame. + + * **Text Position** + + Specifies how the text is positioned against the QR code. + +## Bind to Data + +You can [bind](../bind-controls-to-data.md) the bar code's **Text** property to a data field obtained from a report's data source. Click the **Text** property's ellipsis button in the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel. The invoked [Expression Editor](../../report-designer-tools/expression-editor.md) allows you to select a data field or construct a complex binding expression with two or more data fields. + +![](../../../images/eurd-web-bar-code-bind-to-data.png) + + +## Common Errors +The following section explains how to work around the most frequently encountered errors related to the incorrect use of barcodes. + +* The following error message is shown in place of the barcode if the control's dimensions are too small to fit the barcode with its specified resolution. + + ![](../../../images/eurd-web-bar-code-small-boundaries-error.png) + + To get rid of this error, enable the **Auto Module** property and/or increase the barcode's dimensions. + +* The following error message appears when the data supplied to a barcode contains characters that are not supported by this barcode type. + + ![](../../../images/eurd-web-bar-code-invalid-characters-error.png) + + To avoid this error, supply data that applies to a particular barcode specification. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/aztec-code.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/aztec-code.md new file mode 100644 index 0000000000..190169755a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/aztec-code.md @@ -0,0 +1,39 @@ +--- +title: Aztec Code +author: Natalia Kazakova +--- +# Aztec Code + +**Aztec Code** is a matrix code that has the potential to use less space than other matrix barcodes because it does not require a surrounding blank "quiet zone". Aztec codes are widely used for transport ticketing. + +![Aztec Code](../../../images/bar-code-aztec-code.png) + +Refer to the following article for more details: [Aztec Code](https://en.wikipedia.org/wiki/Aztec_Code). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![add barcode to report designer](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control's **Symbology** property to **Aztec Code**. + + ![Aztec Code Properties](../../../images/aztec-code-in-designer-web.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Aztec Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Aztec Code**: + +- **Compaction Mode** + + Specifies whether text or binary mode should be used to encode the barcode's data. + +- **Error Correction Level** + + Specifies the amount of redundancy built into the bar code to compensate for calculation errors. + +- **Version** + + Specifies the Aztec Code version. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/codabar.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/codabar.md new file mode 100644 index 0000000000..ea085ee758 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/codabar.md @@ -0,0 +1,38 @@ +--- +title: Codabar +author: Anna Vekhina +--- + +# Codabar + +The **Codabar** is a discrete, self-checking symbology that may encode **16** different characters, plus an additional **4** start/stop characters. This symbology is used by U.S. blood banks, photo labs, and on FedEx air bills. + +![](../../../images/eurd-web-bar-code-codabar.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Codabar**. + + ![](../../../images/codabar-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Codebar**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Codabar**: + +* **StartSymbol** + + Gets or sets the first (start) symbol used to code the barcode's structure. + +* **StopSymbol** + + Gets or sets the last (stop) symbol used to code the barcode's structure. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md new file mode 100644 index 0000000000..537bb2f6e3 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md @@ -0,0 +1,23 @@ +--- +title: Code 11 (USD-8) +author: Anna Vekhina +--- +# Code 11 (USD-8) + +**Code 11**, also known as **USD-8**, was developed as a high-density numerical-only symbology. It is used primarily in labeling telecommunications equipment. + +The symbology is discrete and is able to encode the numbers **0** through to **9**, the dash symbol (**-**), and start/stop characters. + +![](../../../images/eurd-web-bar-code-code-11.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code11**. + + ![](../../../images/code11-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-128.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-128.md new file mode 100644 index 0000000000..82dbb50a0d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-128.md @@ -0,0 +1,47 @@ +--- +title: Code 128 +author: Anna Vekhina +--- +# Code 128 + +**Code 128** is a very effective, high-density symbology which permits the encoding of alphanumeric data. The symbology includes a checksum digit for verification, and the barcode can also be verified character-by-character, allowing the parity of each data byte to be verified. + +This symbology has been widely implemented in many applications where a relatively large amount of data must be encoded in a relatively small amount of space. Its specific structure also allows numerical data to be effectively encoded at double-density. + +![](../../../images/eurd-web-bar-code-code-128.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code128**. + + ![](../../../images/code-128-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 128**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 128**: + +* **Character Set** + + Specifies the set of symbols which can be used when setting the barcode's text. + +* **FNC1 Functional Character** + + A substring/character that serves as the placeholder for the FNC1 functional character. + +* **FNC2 Functional Character** + + A substring/character that serves as the placeholder for the FNC2 functional character. + +* **FNC3 Functional Character** + + A substring/character that serves as the placeholder for the FNC3 functional character. + +* **FNC4 Functional Character** + + A substring/character that serves as the placeholder for the FNC4 functional character. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-extended.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-extended.md new file mode 100644 index 0000000000..922c53937a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-extended.md @@ -0,0 +1,45 @@ +--- +title: Code 39 Extended +author: Anna Vekhina +--- +# Code 39 Extended + +Using **Code 39**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. + +![](../../../images/eurd-web-bar-code-code-39-extended.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code39Extended**. + + ![](../../../images/code-39-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39 Extended**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 39 Extended**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. + +The **Code 39 Extended** barcode, as opposed to [Code 39](code-39-usd-3.md), automatically replaces all necessary characters with special symbols, when required. This means that you do not need to do this manually, otherwise, the result will be incorrect. + +For example, if you want to insert a "TAB" character into a barcode's text, use "\t", which will be replaced by "$I" for coding, and then into "TAB" after scanning: + +| Property | Value | +|---|---| +| Barcode's text: | "12345\t678" | +| Coded text: | "12345$I678" | +| Scanned text: | "12345[TAB]678" | + +The checksum is not considered to be part of a barcode's text and checksum characters are never replaced. When the barcode's **Show Text** and **Calculate a Checksum** properties are enabled, the barcode will not display a checksum character. This is required to avoid mistakenly treating a checksum as part of barcode text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md new file mode 100644 index 0000000000..35a1b9259b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md @@ -0,0 +1,33 @@ +--- +title: Code 39 (USD-3) +author: Anna Vekhina +--- +# Code 39 (USD-3) + +**Code 39**, the first alpha-numeric symbology to be developed, is still widely used, particularly in non-retail environments. It is the standard barcode used by the United States Department of Defense, and is also used by the Health Industry Barcode Council (HIBCC). **Code 39** is also known as "**3 of 9 Code**" and "**USD-3**". + +![](../../../images/eurd-web-bar-code-code-39.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code39**. + + ![](../../../images/code-39-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 39**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93-extended.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93-extended.md new file mode 100644 index 0000000000..3effe39be7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93-extended.md @@ -0,0 +1,32 @@ +--- +title: Code 93 Extended +author: Anna Vekhina +--- +# Code 93 Extended + +Using **Code 93**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. + +![](../../../images/eurd-web-bar-code-code-93-extended.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code93Extended**. + + ![](../../../images/code-93-extended-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93 Extended**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 93 Extended**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + + > [!NOTE] + > A checksum of a **Code 93 Extended** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93 Extended** barcode's displayed text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93.md new file mode 100644 index 0000000000..ee449b4a08 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/code-93.md @@ -0,0 +1,34 @@ +--- +title: Code 93 +author: Anna Vekhina +--- +# Code 93 + +**Code 93** was designed to supplement and improve upon **Code 39**. + +**Code 93** is similar in that, like **Code 39**, can represent the full ASCII character set by using combinations of **2** characters. It differs in that **Code 93** is a continuous symbology and produces denser code. It also encodes **47** characters (compared to **Code 39**'s **43** characters). + +![](../../../images/eurd-web-bar-code-code-93.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Code93**. + + ![](../../../images/code-93-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 93**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + + > [!NOTE] + > A checksum of a **Code 93** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93** barcode's displayed text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md new file mode 100644 index 0000000000..ea3eecb8a6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md @@ -0,0 +1,31 @@ +--- +title: Deutsche Post Identcode +author: Eugene Polevikov +--- + +# Deutsche Post Identcode + +The *Deutsche Post Identcode* symbology, also referred to as Deutsche Post AG IdentCode, German Postal 2 of 5 IdentCode, Deutsche Frachtpost IdentCode, or Deutsche Post AG (DHL), is used by German Post (Deutsche Post AG). + +![Identcode barcode](../../../images/identcode-barcode.png) + +The barcode contains a tracking number that identifies a customer (sender) and a mail item. A value that the barcode encodes should consist of 11 or 12 digits: + +* 2 digits for a distribution center ID; +* 3 digits for a customer ID; +* 6 digits for a mailing number; +* 1 digit for a checksum (optional). + +When you specify 11 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **DeutschePostIdentcode**. + + ![](../../../images/identcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md new file mode 100644 index 0000000000..bd341fb111 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md @@ -0,0 +1,33 @@ +--- +title: Deutsche Post Leitcode +author: Eugene Polevikov +--- + +# Deutsche Post Leitcode + +The *Deutsche Post Leitcode* symbology, or German Postal 2 of 5 LeitCode, LeitCode, or CodeLeitcode, is used by Deutsche Post AG (Deutsche Frachtpost). +This barcode identifies the destination. + +![Identcode barcode](../../../images/leitcode-barcode.png) + +A value that the barcode encodes should consist of 13 or 14 digits: + +* 5 digits for a Postal Code (Postleitzahl, PLZ); +* 3 digits for a Street ID/number; +* 3 digits for a House number; +* 2 digits for a Product code; +* 1 digit for a checksum (optional). + +When you specify 13 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **DeutschePostLeitcode**. + + ![](../../../images/leitcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-13.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-13.md new file mode 100644 index 0000000000..133493f3b2 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-13.md @@ -0,0 +1,27 @@ +--- +title: EAN 13 +author: Anna Vekhina +--- +# EAN 13 + +**EAN-13**, based upon the **UPC-A** standard, was implemented by the International Article Numbering Association (EAN) in Europe. At present, the **GS1** organization is responsible for the maintenance of barcode standards. + +The **EAN-13** barcode contains **13** digits, no letters or other characters. The first two or three digits represent the country. The leading zero actually signifies the USA, and **UPC-A** coding. The last digit is the "check digit", the checksum. The check digit is calculated using the first twelve figures when the barcode is constructed. So, for the correct **EAN-13** code, you should specify only the first **12** digits. + +The recommended dimensions are shown in the following image. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. + +![](../../../images/eurd-web-bar-code-ean13.png) + +There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **3.63** mm for the left zone and **2.31** mm for the right zone. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **EAN13**. + + ![](../../../images/ean-13-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-8.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-8.md new file mode 100644 index 0000000000..c6ce192541 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ean-8.md @@ -0,0 +1,21 @@ +--- +title: EAN 8 +author: Anna Vekhina +--- +# EAN 8 + +**EAN-8** is the **EAN** equivalent of **UPC-E** in the sense that it provides a "short" barcode for small packages. + +![](../../../images/eurd-web-bar-code-ean8.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **EAN8**. + + ![](../../../images/ean-8-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md new file mode 100644 index 0000000000..f419623ab1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md @@ -0,0 +1,35 @@ +--- +title: ECC200 - Data Matrix +author: Anna Vekhina +--- +# ECC200 - Data Matrix + +**Data Matrix** code (**ISO/IEC 16022** international standard) is a two-dimensional matrix barcode consisting of black and white "cells" arranged in a rectangular pattern. The information to be encoded can be text or raw data. + +Every **Data Matrix** is composed of two solid adjacent borders in an "L" shape (called the "finder pattern"), and two other borders consisting of alternating dark and light cells or modules (called the "timing pattern"). Within these borders are rows and columns of cells that encode information. The finder pattern is used to locate and orient the symbol, while the timing pattern provides a count of the number of rows and columns in the symbol. + +![](../../../images/eurd-web-bar-code-ECC200.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **DataMatrix**. + + ![](../../../images/data-matrix-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Matrix**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Data Matrix**: + +* **Compaction Mode** + + Specifies whether textual information or a byte array should be used as the barcode's data, as well as its encoding. + +* **Matrix Size** + + Specifies the barcode matrix size. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md new file mode 100644 index 0000000000..2ebf9d846d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md @@ -0,0 +1,97 @@ +--- +title: EPC QR Code +author: Polina Tyureva +--- +# EPC QR Code + +An EPC QR Code (European Payments Council Quick Response Code) is a two-dimensional barcode used to initiate a [SEPA credit transfer (SCT)](https://www.europeanpaymentscouncil.eu/what-we-do/sepa-credit-transfer). The following guideline contains general information about this type of barcode and defines the data format for EPC QR Codes: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). + +![EPC QR Code Barcode](../../../images/barcode-epc-qr-code.png) + +## Add a Bar Code to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **EPC QR Code**. + + ![](../../../images/epc-qr-code-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EPC QR Code**. + +## Specific Properties + +- **Auto Module** + + Gets or sets whether the Module property value should be calculated automatically based on the barcode size. + +- **Version** + + Gets or sets the bar code’s size. + +- **Include Quiet Zone** + + Gets or sets whether to add a blank space around the QR code. + +- **Logo** + + Specifies the image that overlays the QR code. + +- **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). + +## Specify the Data + +EPC QR Codes require data in a specific format. For more information, refer to the following European Payments Council guideline: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). + +You can specify the barcode data in the following ways: + +### The Text property. + +Pass the data string to Text property. Each data element should be on a new line. Double-click the control to specify the content (editors in the Property grid do not support multi-line text): + +![](../../../images/epc-qr-code-data.png) + +In the image above, the following data elements are specified: + +| Data Element | Value | +|----------|-------------| +| Service Tag:| BCD | +| Version: | 001 | +| Encoding: | 1 | +| Identification:| SCT | +| BIC: | BPOTBEB1 | +| Beneficiary Name: | Red Cross of Belgium | +| IBAN: | BE72000000001616 | +| Transfer Amount:| EUR1 | +| Transfer Reason:| CHAR | +| Creditor Reference: | Empty line | +| Remittance Information: | Urgency fund | +| Information: | Empty line | + + +This field is bindable. For more information on data binding, review the following help topic: [Bind Report Controls to Data](../bind-controls-to-data.md). + +### The ConvertDataToEPC function. + +Use the `ConvertDataToEPC` function from the Expression Editor to bind to the `Text` property. + +You can specify the data as shown below: + +``` +ConvertDataToEPC('Red Cross of Belgium', 'BE72000000001616', 'BPOTBEB1','20.0', '', 'Urgency fund', 'CHAR', 'Sample EPC QR code') +``` + +![](../../../images/convert-to-epc-function.png) + +You can not change the default values for Version and Encoding with this function. The default value for the Version data element is `002` and `UTF-8` for the Encoding. + +## Display a “Zahlen mit Code” Frame + +You can also apply a frame with the words “Zahlen mit Code” (to the right from the bottom to the top) to an EPC QR Code. The frame is used to highlight the function of the codes and to secure the identification. For more information, refer to the following Payment Services Austria (PSA) document: [Application of QR-Code for initiating of credit transfers](https://zv.psa.at/de/download/qr-code/339-qr-code-und-bcd-definition-3-en/file.html). + +This frame already contains predefined settings according to the standard. To set this frame, go to Behavior → Symbology → FrameOptions, and select **Payment Services Austria Frame**. + +![](../../../images/qr-frame-austria-design-time-options.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md new file mode 100644 index 0000000000..3c8c5fe6f1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md @@ -0,0 +1,39 @@ +--- +title: GS1-128 - EAN-128 (UCC) +author: Anna Vekhina +--- +# GS1-128 - EAN-128 (UCC) + +**GS1-128** (**EAN-128**) was developed to provide a worldwide format and standard for exchanging common data between companies. + +While other barcodes simply encode data with no respect for what the data represents, **GS1-128** encodes data and encodes what that data represents. + +![](../../../images/eurd-web-bar-code-gs1-128-ean-128.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **EAN128**. + + ![](../../../images/ean-128-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EAN 128**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **EAN 128**: + +* **Character Set** + + Specifies the set of symbols which can be used when setting the barcode's text. + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Human-Readable Text** + + Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md new file mode 100644 index 0000000000..a5400bea5f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md @@ -0,0 +1,37 @@ +--- +title: GS1- Data Matrix +author: Anna Vekhina +--- +# GS1 - Data Matrix + +The **GS1 Data Matrix** uses a special start combination to differentiate the **GS1 DataMatrix** symbol from other **Data Matrix ECC 200** symbols. This is achieved by using the **Function 1 Symbol Character** (**FNC1**) in the first position of the encoded data. It enables scanners to process the information according to the **GS1 System Rules**. + +![](../../../images/eurd-web-bar-code-gs1-datamatrix.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **DataMatrixGS1**. + + ![](../../../images/data-matrix-gs1-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 Data Matrix**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **GS1 Data Matrix**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Human-Readable Text** + + Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. + +* **Matrix Size** + + Specifies the barcode matrix size. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-databar.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-databar.md new file mode 100644 index 0000000000..71c71bcc59 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-databar.md @@ -0,0 +1,41 @@ +--- +title: GS1 - DataBar +author: Anna Vekhina +--- +# GS1 - DataBar + +The **GS1 DataBar** barcode is based on a family of symbols often used in the **GS1 DataBar Coupon** (coupon codes commonly used in retail). + +These barcodes can encode up to **14** digits, which makes them suitable for **GTIN 8**, **12**, **13** and **14**. + +**GS1 DataBar Expanded** and **GS1 DataBar Expanded Stacked** can encode up to **74** numeric or **41** alphanumeric characters, and provide the capability to utilize all **GS1 Application Identifiers** (e.g., expiration date, batch and serial number). These barcodes are often used in manufacturer coupons. + +![](../../../images/eurd-web-bar-code-gs1-databar.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **DataBar**. + + ![](../../../images/data-bar-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Bar**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Data Bar**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. + +* **Segments In Row** + + Specifies the number of data segments per row in the Expanded Stacked type of a GS1 DataBar barcode. + +* **Type** + + Specifies the type of a GS1 DataBar barcode. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md new file mode 100644 index 0000000000..604d93fa3e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md @@ -0,0 +1,50 @@ +--- +title: GS1 QR Code +author: Polina Tyureva +--- +# GS1 QR Code + +**GS1 QR Code** is a variant of the [QR Code](https://en.wikipedia.org/wiki/QR_code) symbology that conforms to [GS1 General Specification](https://www.gs1.org/standards/barcodes-epcrfid-id-keys/gs1-general-specifications). + +![](../../../images/barcode-gs1-qr-code.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **QR Code GS1**. + + ![](../../../images/gs1-qr-code-web-report-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 QR Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **GS1 QR Code**: + +* **Compaction Mode** + + Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **FNC1 Functional Character** + + A substring/character that serves as the placeholder for the FNC1 functional character. + +* **Logo** + + Specifies the image that overlays the QR code. + +* **Version** + + Specifies the barcode's size. + +* **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). + \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md new file mode 100644 index 0000000000..ecca66cb8a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md @@ -0,0 +1,33 @@ +--- +title: Industrial 2 of 5 +author: Anna Vekhina +--- +# Industrial 2 of 5 + +**Industrial 2 of 5** is a low-density numerical barcode that is used in the photofinishing and warehouse sorting industries, as well as to sequentially number airline tickets. + +![](../../../images/eurd-web-bar-code-industrial-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Industrial2of5**. + + ![](../../../images/industrial2of5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Industrial 2 of 5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Industrial 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md new file mode 100644 index 0000000000..a018702d3c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md @@ -0,0 +1,31 @@ +--- +title: Intelligent Mail Package +author: Anna Vekhina +--- +# Intelligent Mail Package + +The **Intelligent Mail Package Barcode** (**IMPB**) was developed for the use on mail in the United States. Barcodes of this symbology are used only for packages as opposed to [Intelligent Mail](intelligent-mail.md) barcodes, which are used for postcards, letters, and flats. + +This barcode is capable of encoding package tracking information required for more efficient sorting and delivering of packages with the capability of piece-level tracking. + +![](../../../images/eurd-web-bar-code-intelligent-mail-package.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **IntelligentMailPackage**. + + ![](../../../images/intelligent-mail-package-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Intelligent Mail Package**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **Intelligent Mail Package**: + +* **FNC1 Functional Character** + + Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md new file mode 100644 index 0000000000..01fa1ef695 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md @@ -0,0 +1,23 @@ +--- +title: Intelligent Mail +author: Anna Vekhina +--- +# Intelligent Mail + +The **Intelligent Mail** (**IM**) code is a **65**-barcode for use on mail in the United States. This barcode is intended to provide greater information and functionality than its predecessors POSTNET and PLANET. + +The **Intelligent Mail** barcode has also been referred to as **One Code Solution** and **4-State Customer** barcode abbreviated **4CB**, **4-CB** or **USPS4CB**. + +![](../../../images/eurd-web-bar-code-intelligent-mail.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **IntelligentMail**. + + ![](../../../images/intelligent-mail-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md new file mode 100644 index 0000000000..1cda23d651 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md @@ -0,0 +1,33 @@ +--- +title: Interleaved 2 of 5 +author: Anna Vekhina +--- +# Interleaved 2 of 5 + +**Interleaved 2 of 5** is a higher-density numerical barcode based upon the **Standard 2 of 5** symbology. It is used primarily in the distribution and warehouse industry. + +![](../../../images/eurd-web-bar-code-interleaved-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Interleaved2of5**. + + ![](../../../images/interleaved2of5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Interleaved 2 of 5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Interleaved 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md new file mode 100644 index 0000000000..f1d68db25f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md @@ -0,0 +1,35 @@ +--- +title: Matrix 2 of 5 +author: Anna Vekhina +--- +# Matrix 2 of 5 + +**Matrix 2 of 5** is a linear one-dimensional barcode. **Matrix 2 of 5** is a self-checking numerical-only barcode. + +Unlike the **Interleaved 2 of 5**, all of the information is encoded in the bars; the spaces are of a fixed width and used only to separate the bars. **Matrix 2 of 5** is used primarily for warehouse sorting, photo finishing, and airline ticket marking. + +![](../../../images/eurd-web-bar-code-matrix-2-of-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Matrix2of5**. + + ![](../../../images/matrix2of5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Matrix 2 of 5**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Matrix 2 of 5**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md new file mode 100644 index 0000000000..c762b064e6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md @@ -0,0 +1,45 @@ +--- +title: Micro QR Code +author: Natalia Kazakova +--- +# Micro QR Code + +A **Micro QR Code** is a two-dimensional code. It is a more compact version of a standard [QR code](qr-code.md): a Micro QR Code can encode up to 35 numeric characters or 21 alphanumeric characters, enough to store a product ID or a short URL. In comparison, a standard QR code can contain up to 7,089 characters. + +Micro QR Codes are often used in industries such as electronics, medical devices, and retail, where space-efficient labeling is essential. + +![micro-qr-code](../../../images/micro-qr-code.png) + +Refer to the following article for more information: [Micro QR Code](https://www.qrcode.com/en/codes/microqr.html). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![add barcode to report designer](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Micro QR Code**. + + ![Micro QR Code Properties](../../../images/micro-qrcode-in-designer-web.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Micro QR Code**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Micro QR Code**: + +- **Compaction Mode** + + Specifies whether the barcode contains a number, an alphanumeric string, or a byte array. + +- **Error Correction Level** + + Specifies the amount of redundancy built into the Micro QR code to compensate for calculation errors. + +- **Include Quiet Zone** + + Specifies whether to add a blank space around the Micro QR code to help separate the Micro QR code from neighboring elements. + +- **Version** + + Gets or sets the barcode’s version. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/msi-plessey.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/msi-plessey.md new file mode 100644 index 0000000000..30b120fa2e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/msi-plessey.md @@ -0,0 +1,31 @@ +--- +title: MSI - Plessey +author: Anna Vekhina +--- +# MSI - Plessey + +**MSI** was developed by the MSI Data Corporation, based on the original **Plessey Code**. **MSI**, also known as **Modified Plessey**, is used primarily to mark retail shelves for inventory control. + +**MSI** is a continuous, non-self-checking symbology. While an **MSI** barcode can be of any length, a given application usually implements a fixed-length code. + +![](../../../images/eurd-web-bar-code-msi-plessey.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **CodeMSI**. + + ![](../../../images/msi-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **MSI**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **MSI**: + +* **MSI Checksum** + + Specifies the barcode's checksum type, which defines the appearance of checksum bars added to the barcode. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pdf417.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pdf417.md new file mode 100644 index 0000000000..ba75e868bd --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pdf417.md @@ -0,0 +1,51 @@ +--- +title: PDF417 +author: Anna Vekhina +--- +# PDF417 + +**PDF417** (**Portable Data File**) is a stacked linear two-dimensional barcode used in a variety of applications; primarily transport, postal, identification card and inventory management. It has spawned an Open Source decoder project together with an Open Source encoder. + +The **PDF417** barcode is also called a **symbol** barcode and usually consists of **3** to **90** rows, each of which is like a small linear barcode. + +![](../../../images/eurd-web-bar-code-pdf417.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **PDF417**. + + ![](../../../images/pdf417-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **PDF417**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **PDF417**: + +* **Columns** + + Specifies the number of barcode columns, which allows you to control the logic width of the barcode. + +* **Compaction Mode** + + Specifies whether textual information or a byte array should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **Rows** + + Specifies the number of barcode rows, which allows you to control the logic height of the barcode. + +* **Truncate Symbol** + + Specifies whether the special end-symbol should be appended to the barcode. + +* **Y to X Ratio** + + Specifies the height-to-width ratio of a logical unit's graphic representation. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pharmacode.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pharmacode.md new file mode 100644 index 0000000000..520d4c92de --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/pharmacode.md @@ -0,0 +1,31 @@ +--- +title: Pharmacode +author: Eugene Polevikov +--- +# Pharmacode + +**Pharmacode** is a binary code developed by the German LAETUS GMBH company. The code is widely used in the pharmaceutical industry as a packaging control system. It can be either one-track or two-track. + +| One-Track Pharmacode | Two-Track Pharmacode | +| :---: | :---: | +| ![pharmacode-one-track](../../../images/pharmacode-one-track.png) | ![pharmacode-two-track](../../../images/pharmacode-two-track.png) | + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **Pharmacode**. + + ![](../../../images/pharmacode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Pharmacode**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **Pharmacode**: + +* **Pharmacode Type** + + Specifies whether the **Pharmacode** has one or two tracks. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/postnet.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/postnet.md new file mode 100644 index 0000000000..27681abf9e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/postnet.md @@ -0,0 +1,23 @@ +--- +title: PostNet +author: Anna Vekhina +--- +# PostNet + +**PostNet** was developed by the United States Postal Service (USPS) to allow faster mail sorting and routing. **PostNet** codes are the familiar and unusual looking barcodes often printed on envelopes and business return mail. + +Unlike most other barcodes, in which data is encoded in the width of the bars and spaces, **PostNet** actually encodes data in the height of the bars. That's why all the bars are of the same width, but not the same height. + +![](../../../images/eurd-web-bar-code-postnet.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **PostNet**. + + ![](../../../images/postnet-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/qr-code.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/qr-code.md new file mode 100644 index 0000000000..519991df76 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/qr-code.md @@ -0,0 +1,45 @@ +--- +title: QR Code +author: Anna Vekhina +--- +# QR Code + +A **QR Code** (**QR** is the abbreviation for **Quick Response**) is a two-dimensional code, readable by **QR** scanners, mobile phones with a camera, and smartphones. **QR Code** can encode textual, numeric and binary data. + +![](../../../images/eurd-web-bar-code-qr-code.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **QRCode**. + + ![](../../../images/qrcode-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **QRCode**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **QRCode**: + +* **Compaction Mode** + + Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. + +* **Error Correction Level** + + Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. + +* **Logo** + + Specifies the image that overlays the QR code. + +* **Version** + + Specifies the barcode's size. + +* **Frame Options** + + Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/sscc.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/sscc.md new file mode 100644 index 0000000000..f89cdb6221 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/sscc.md @@ -0,0 +1,24 @@ +--- +title: Serial Shipping Container Code (SSCC) +author: Polina Tyureva +--- +# Serial Shipping Container Code (SSCC) + +The **Serial Shipping Container Code** (SSCC) is the GS1 Identification Key used to identify a logistic unit. +This unique identifier is composed of an Extension Digit, a GS1 Company Prefix, a Serial Reference, and a Check Digit. + +![](../../../images/eurd-win-bar-code-sscc.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **SSCC**. + + ![](../../../images/sscc-in-web-designer.png) + +3. Assign a numeric value composed of 17 digits to the **Text** property. If the numeric value contains less than 17 digits, it is padded with zeros at the beginning so that the string value of the **Text** property contains exactly 17 characters. A numeric value with 17 digits is left intact. If 18 digits are specified, the last digit is truncated. A value with more than 18 digits causes an error. + +4. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-a.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-a.md new file mode 100644 index 0000000000..2beb0fa4e7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-a.md @@ -0,0 +1,28 @@ +--- +title: UPC-A +author: Anna Vekhina +--- +# UPC-A + +The **UPC-A** barcode is by far the most common and well-known symbology, especially in the United States. A **UPC-A** barcode is the barcode you will find on virtually every consumer item on the shelves of your local supermarket, as well as books, magazines, and newspapers. It is called simply, a "UPC barcode" or "UPC Symbol." + +![](../../../images/eurd-web-bar-code-upc-a.png) + + +The **UPC-A** barcode contains **12** digits, no letters or other characters. The first digit is the prefix signifying the product type. The last digit is the "check digit". The check digit is calculated using first eleven figures when the barcode is constructed. So, for the correct **UPC-A** you should specify only the first **11** digits. + +The recommended dimensions are shown in the picture. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. + +There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **2.97** mm for the barcode of standard width and height. + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **UPCA**. + + ![](../../../images/upca-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e0.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e0.md new file mode 100644 index 0000000000..6c651117f5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e0.md @@ -0,0 +1,28 @@ +--- +title: UPC-E0 +author: Anna Vekhina +--- +# UPC-E0 + +**UPC-E** is a variation of **UPC-A** which allows for a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size as an **UPC-A** barcode, **UPC-E** is generally used on products with very small packaging, where a full **UPC-A** barcode could not reasonably fit. + +The **UPC-E0** is a kind of **UPC-E** code with the number system set to **0**. In the human readable string of the barcode the first digit signifies the number system (always **0** for this code type), and the last digit is the check digit of the original **UPC-A** code. + +In the example below, the original **UPC-A** code is "**04210000526**". We should remove the leading zero when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**4**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. + +![](../../../images/eurd-web-bar-code-upc-e0.png) + + +Not every **UPC-A** code can be transformed into the **UPC-E0** (it must meet special requirements). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **UPCE0**. + + ![](../../../images/upc0-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e1.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e1.md new file mode 100644 index 0000000000..4c05850544 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-e1.md @@ -0,0 +1,27 @@ +--- +title: UPC-E1 +author: Anna Vekhina +--- +# UPC-E1 + +**UPC-E** is a kind of **UPC-A**, which allows a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size of the **UPC-A** barcode, **UPC-E** is generally used on products with a very small packaging where a full **UPC-A** barcode does not fit. + +The **UPC-E1** is a variation of **UPC-E** code with the number system set to "**1**". In the human readable string of the barcode the first digit signifies the number system (always **1** for this code type), the last digit is the check digit of the original **UPC-A** code. + +In the example below, the original **UPC-A** code is "**14210000526**". We should remove the leading "**1**" when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**1**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. + +![](../../../images/eurd-web-bar-code-upc-e1.png) + +Not every **UPC-A** code can be transformed into the **UPC-E1** (it must meet special requirements). + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **UPCE1**. + + ![](../../../images/upc1-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md new file mode 100644 index 0000000000..645393e0d6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md @@ -0,0 +1,37 @@ +--- +title: UPC Shipping Container Symbol (ITF-14) +author: Anna Vekhina +--- +# UPC Shipping Container Symbol (ITF-14) + +The **UPC Shipping Container Symbol** (**ITF-14**) barcode is used to mark packaging materials that contain products labeled with a **UPC** or **EAN** product identification number. + +This barcode provides a **GS1** implementation of an **Interleaved 2 of 5** barcode for encoding a **Global Trade Item Number** (an identifier for trade items developed by **GS1**). This barcode always uses a total of **14** digits. + +The thick black border around the symbol (the **Bearer Bar**) is intended to improve barcode reading reliability. + +![](../../../images/eurd-web-bar-code-itf-14.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **ITF14**. + + ![](../../../images/itf14-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **ITF14**. + +## Specific Properties + +In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **ITF14**: + +* **Calculate a Checksum** + + Specifies whether to calculate a checksum for the barcode. + +* **Wide Narrow Ratio** + + Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md new file mode 100644 index 0000000000..56a724041c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md @@ -0,0 +1,23 @@ +--- +title: UPC Supplemental 2 +author: Anna Vekhina +--- +# UPC Supplemental 2 + +**2**-digit supplemental barcodes should only be used with magazines, newspapers and other periodicals. + +The **2**-digit supplement represents the issue number of the magazine. This is useful so that the product code itself (contained in the main barcode) is constant for the magazine, so that each issue of the magazine doesn't have to have its own unique barcode. Nevertheless, the **2**-digit supplement can be used to track which issue of the magazine is being sold, for example, for sales analysis or restocking purposes. + +![](../../../images/eurd-web-bar-code-upc-supplemental-2.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **UPCSupplemental2**. + + ![](../../../images/upc-supplemental-2-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md new file mode 100644 index 0000000000..d0812e4907 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md @@ -0,0 +1,21 @@ +--- +title: UPC Supplemental 5 +author: Anna Vekhina +--- +# UPC Supplemental 5 + +**5**-digit supplemental barcodes are used on books to indicate the suggested retail price. + +![](../../../images/eurd-web-bar-code-upc-supplemental-5.png) + +## Add the Barcode to a Report + +1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. + + ![](../../../images/eurd-web-add-bar-code-to-report.png) + +2. Set the control’s **Symbology** property to **UPCSupplemental5**. + + ![](../../../images/upc-supplemental-5-in-designer.png) + +3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/character-comb.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/character-comb.md new file mode 100644 index 0000000000..a0f2802f52 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/character-comb.md @@ -0,0 +1,124 @@ +--- +title: Character Comb +author: Anna Vekhina +--- +# Character Comb + +## Overview +The **Character Comb** control displays text so that each character is printed in an individual cell. + +![](../../../images/eurd-web-character-comb-example.png) + +To add a Character Comb to the report, drag the **Character Comb** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-character-comb-to-report.png) + +The number of cells displayed by the control in Print Preview depends on the **Can Shrink** and **Auto Width** settings. + +* If both these properties are enabled, the number of cells corresponds to the number of characters in the control's text. +* Otherwise, the number of cells corresponds to the specified cell size and the control size. + +See the [Content Layout and Position](#content-layout-and-position) section to learn more on using these properties. + +You can also adjust the character comb's size to match its characters using the **Fit Bounds To Text** command from the control's context menu: + +* If the **Word Wrap** option is enabled, the command keeps control content displayed in multiple lines. It decreases the control's height and adjusts the width to fit this content. + + ![](../../../images/eurd-web-character-comb-fit-bounds-to-text-with-word-wrap.png) + +* If the **Word Wrap** option is disabled, the command adjusts the control's height and width to completely display the control's content in a single line. As a result, the number of cells corresponds to the number of characters. + + ![](../../../images/eurd-web-character-comb-fit-bounds-to-text-without-word-wrap.png) + +When exporting this control to third-party formats, consider the following +* When a report is exported to an **XLS** or **XLSX** file, the cells of the Character Comb correspond to the cells of a resulting Excel sheet. +* When a report is exported to a **CSV** (or **TXT**) file, the content of individual cells is separated (or spaced) by a specified **Separator** character. + +In most aspects, the Character Comb is similar to the [Label](Label.md) control from which it inherits most of its properties and its basic behavior. For general information about binding these controls to data and display summary function results, see the [Label](Label.md) topic. To learn about Character Comb specifics, see the following sections in this document. + +## Main Options +The following properties are specific to the Character Comb control: + +* **Cell Vertical Spacing** and **Cell Horizontal Spacing** + + Specify the spacing between adjacent cells (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)). These values do not depend on the specified border width of a control. + + The following image illustrates a Character Comb with **Cell Vertical Spacing** set to **15** and **Cell Horizontal Spacing** set to **5**. + + ![](../../../images/eurd-web-character-comb-vertical-and-horizontal-spacing.png) + + +* **Border Width** + + Specifies the width of cell borders in pixels, as a floating point value. + + ![](../../../images/eurd-web-character-comb-specify-border-width.png) + + When the cell spacing is set to zero, the borders of adjacent cells are merged (i.e., the actual border width is not doubled). + + The following images illustrate how cell spacing affects the **Border Width** property behavior: + + | Cell Spacing = 0 | Cell Spacing = 1 | + |---|---| + | ![](../../../images/eurd-web-character-comb-border-without-spacing.png) | ![](../../../images/eurd-web-character-comb-border-with-spacing.png) | + + When the control's content is to be printed on multiple pages, a page break horizontally splits the cell border based on the cell spacing setting, as shown below. + + | Cell Spacing = 0 | Cell Spacing > 0 | + |---|---| + |![](../../../images/eurd-web-character-comb-on-multi-pages-without-spacing.png)| ![](../../../images/eurd-web-character-comb-on-multi-pages-with-spacing.png) | + +* **Cell Size Mode** + + Specifies whether or not the cell size should depend on the current font size of a control. The following cell size modes are supported: + + * **Custom** + + The cell size is determined by the **Cell Height** and **Cell Width** property values and does not depend on the assigned font size. + + With this setting, the actual cell size is less than the specified **Cell Height** and **CellWidth** by the **Border Width** value. + + * **Auto Size** + + The cell size depends on the current font size of a control (the **Cell Height** and **Cell Width** properties are ignored). + + With this setting, the actual cell size does not depend on the specified border width of a control. + + * **Auto Height** + + Only the cell height depends on the current font size of a control (the **Cell Height** property is ignored), and the **Cell Width** value is specified manually. + + With this setting, the following behavior is expected: + + * The actual cell height does not depend on the specified border width of a control. + * The actual cell width is the difference between the specified **Cell Width** and **Border Width** values. + + * **Auto Width** + + Only the cell width depends on the current font size of a control (the **Сell Width** property is ignored), and **Cell Height** value is specified manually. + + With this setting, the following behavior is expected: + + * The actual cell width does not depend on the specified border width of a control. + * The actual cell height is the difference between the specified **Cell Height** and **Border Width** values. + +## Content Layout and Position +This section describes the **Character Comb** properties that affect the control's position on a page and content layout. + +The following image illustrates the behavior of the **Auto Width** property that specifies whether or not the width of a control depends on its text. Expand the **Character Comb Tasks** or **Behavior** category to specify this property. + +| AutoWidth = true | AutoWidth = false | +|---|---| +| ![](../../../images/eurd-web-character-comb-auto-width-true.png) | ![](../../../images/eurd-web-character-comb-auto-width-false.png) | + +The following image illustrates the behavior of the **Can Shrink** property that specifies whether or not the height of a control depends on its text. Expand the **Character Comb Tasks** or **Behavior** category to specify this property. + +| CanShrink = true | CanShrink = false | +|---|---| +| ![](../../../images/eurd-web-character-comb-can-shrink-true.png) |![](../../../images/eurd-web-character-comb-auto-width-false.png) | + +The **Text Alignment** property specifies the alignment of text within a control. Expand the **Appearance** category to specify this property. + +| TextAlignment = Top Left | TextAlignment = Middle Center | TextAlignment = Bottom Right | +|---|---|---| +| ![](../../../images/eurd-web-character-comb-text-alignment-top-left.png) |![](../../../images/eurd-web-character-comb-text-alignment-middle-center.png) | ![](../../../images/eurd-web-character-comb-text-alignment-bottom-right.png) | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/check-box.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/check-box.md new file mode 100644 index 0000000000..0cdd1ffc1d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/check-box.md @@ -0,0 +1,86 @@ +--- + +title: Check Box +author: Anna Vekhina +--- +# Check Box + +The **Check Box** control displays the checkbox's state. + +You can add this control by dragging the **Check Box** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-check-box-control-to-report.png) + +Use one of the following properties to set the checkbox's state: + +* **Checked** - indicates whether the checkbox is selected (displays a check mark) or not (is empty). +* **Check State** - specifies one of the following checkbox states: + + | Icon | Check State | + |---|---| + | ![](../../../images/eurd-web-check-box-unchecked-state.png) | Unchecked | + ![](../../../images/eurd-web-check-box-checked-state.png) | Checked| + |![](../../../images/eurd-web-check-box-indeterminate-state.png) |Indeterminate + +The **Text** property specifies the checkbox's caption. You can double-click the checkbox to invoke its in-place editor and type the desired text. + +![](../../../images/eurd-web-check-box-in-place-editor.png) + +## Bind to Data + +You can [bind](../bind-controls-to-data.md) the **Check State** property to a data field obtained from a report's data source. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Check Box Tasks** category and click the **Check State** property's marker. Select **Check State Expression** from the popup menu. Then select a data field in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). + +![](../../../images/eurd-web-check-box-bind-to-data.png) + +The data field value determines the checkbox state in the following manner: + +* **True** or **1** activates the **Checked** state; +* **False** or **0** activates the **Unchecked** state; +* Any other value activates the **Indeterminate** state. + +In the same way, click the **Text** property's marker, select **Text Expression**, then select a data field or construct a complex binding expression that involves two or more data fields. + +![](../../../images/eurd-web-check-box-text-expression.png) + +You can also drag and drop a Boolean type data field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new checkbox bound to this field. + +![](../../../images/eurd-web-check-box-drop-field-from-field-list.png) + +See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic to learn more about creating data-aware controls. + + +## Interactivity + +Set the **Edit Options** | **Enabled** option to **Yes** to enable [changing the checkbox state](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview. + +![](../../../images/eurd-web-check-box-edit-options-enabled.png) + +The **Group ID** setting defines the checkbox's behavior in Print Preview: + +* When you set this property to an empty string value, a checkbox can be switched to either the "checked" and "unchecked" state independently on other available check boxes. + + ![](../../../images/eurd-web-check-box-editing-in-print-preview.png) + +* Otherwise, the field editor behaves like a radio button, and editors that have the same ID belong to a single logical group (that is, only one option can be selected in a group at a time). + +## Glyph Customization + +The **Glyph Options** property provides access to glyph settings. + +![](../../../images/eurd-web-check-box-glyph-options.png) + + +* **Alignment** - specifies the glyph's alignment within the control. + + ![](../../../images/eurd-web-check-box-glyph-options-alignment.png) + +* **Size** - specifies the glyph size. + +* **Glyph Style** - specifies a predefined glyph style. + + ![](../../../images/eurd-web-check-box-glyph-options-glyph-style.png) + +* **Custom Glyphs** - specifies a custom glyph image for each checkbox state (Checked/Unchecked/Indeterminate). + + ![](../../../images/eurd-web-check-box-glyph-options-custom-glyphs.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/label.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/label.md new file mode 100644 index 0000000000..73cf768a34 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/label.md @@ -0,0 +1,158 @@ +--- +title: Label +author: Anna Vekhina +--- +# Label + +## Label Overview +The **Label** control displays plain text in a report. Drag the **Label** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area to add a Label control to it. + +![](../../../images/eurd-web-drop-report-control-from-toolbox.png) + +Double-click the label to invoke its in-place editor and enter the desired static text. + +![](../../../images/eurd-web-label-static-text.png) + +You can also drop a TXT file to a band to create a label with associated file content. + +Press CTRL+Enter to submit text changes and exit the label's in-place editing mode. + +## Bind to Data +### Display Field Values + +You can [bind](../bind-controls-to-data.md) the label's **Text** property to a data field obtained from a report's data source. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Label Tasks** category and click the **Text** property's marker. Select **Text Expression** from the popup menu. Then select a data field or construct a binding [expression](../../use-expressions/expression-language.md) in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). + +![](../../../images/eurd-web-label-bind-to-data-field.png) + +You can use the Expression Editor to construct a complex binding expression that involves two or more data fields. + +![](../../../images/eurd-web-label-expression-binding.png) + +You can also drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new label bound to this field. + +![](../../../images/eurd-web-label-drag-field-from-field-list.png) + +See the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information. + +The **Process Duplicates Mode**, **Process Duplicates Target** and **Process Null Values** options enable you to hide a control when a duplicated or null value appears in an assigned data source. + +![](../../../images/eurd-web-label-process-duplicates-mode.png) + +You can also use the **Text Format String** property to specify output values' [format](../../shape-report-data/format-data.md). + +![](../../../images/eurd-web-label-format-string.png) + +The ellipsis button invokes the **FormatString** editor: + +![](../../../images/eurd-web-label-formatstring-editor.png) +### Display Summaries + +Specify a data range in the **Running** property and select the summary function in the [Expression Editor](../../report-designer-tools/expression-editor.md) to display a [summary function's result](../../shape-report-data/calculate-summaries/calculate-a-summary.md) in a label. + +![](../../../images/eurd-web-label-summary-function.png) + +The ellipsis button invokes the Expression Editor: + +![](../../../images/eurd-web-label-summary-function-editor.png) + +## Adjust the Label Size and Content +### Static Content + +You can change a label's size to fit its static text using the **Fit Bounds To Text** command from the label's context menu: + +* If the **Word Wrap** option is enabled, the command displays control content in multiple lines. It reduces control height and adjusts its width to fit its content. + + ![](../../../images/eurd-web-label-fit-bounds-to-text-word-wrap-enabled.png) + +* If the **Word Wrap** option is disabled and the control's content is partially visible, the command adjusts the control's size to display this content. + + ![](../../../images/eurd-web-label-fit-bounds-to-text-word-wrap-disabled.png) + +This command's result also depends on the control's **Text Alignment** and **Right To Left** settings. + +Use the **Fit Text To Bounds** button to adjust the control's font size to fit its area. The **Word Wrap** option defines whether the text can occupy multiple lines or should be in a single line. + +![](../../../images/eurd-web-label-fit-text-to-bounds.png) + +These commands are not available in the following cases: + +* A label's text is an empty string; +* A label's text is bound to data; +* A label's **Angle** property is specified. + +Use the **Line Spacing** property to define the spacing between lines of text in a label. The image shows the difference between spacing: + +![eurd-label-line-spacing](../../../images/eurd-label-line-spacing.png) + +### Data-Bound Labels + +The **Can Grow** and **Can Shrink** properties allow you to increase or decrease the control's height according to its content in Print Preview mode. + +| Can Grow is enabled | Can Grow is disabled | +|---|---| +| ![](../../../images/eurd-web-label-can-grow-true.png) | ![](../../../images/eurd-web-label-can-grow-false.png) | + + +| Can Shrink is enabled | CanShrink is disabled | +|---|---| +| ![](../../../images/eurd-web-label-can-shrink-true.png) | ![](../../../images/eurd-web-label-can-shrink-false.png) | + +The **Auto Width** property specifies whether to adjust a data-bound label's width to its content automatically. + +You can also use the opposite **Text Fit Mode** property to adjust a control's font size to fit its boundaries in Print Preview. This property is not available if the **Can Grow**, **Can Shrink** or **Auto Width** option is enabled. + +![](../../../images/eurd-web-label-text-fit-mode-property.png) + +| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | +|---|---|---|---| +| ![](../../../images/eurd-web-label-text-fit-mode-none.png) | ![](../../../images/eurd-web-label-text-fit-mode-grow-only.png) | ![](../../../images/eurd-web-label-text-fit-mode-shrink-only.png) | ![](../../../images/eurd-web-label-text-fit-mode-shrink-and-grow.png) | + +See the [Lay out Dynamic Report Content](../../lay-out-dynamic-report-content.md) topic for more information. + + +## Interactivity +Set the **Enabled** option in the **Edit Options** category section to **Yes** to [edit a label's content](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview mode. + +![](../../../images/eurd-web-label-edit-options-enabled.png) + +Clicking this label in a previewed document invokes the appropriate editor. + +![](../../../images/eurd-web-label-content-editing-in-print-preview.png) + +Use the label's **Interactive Sorting** option to click this label in Print Preview to sort report data. Set the **Target Band** property to the Group Header or Detail band, and specify the data field in the **Field Name** property. + +![](../../../images/eurd-web-label-interactive-sorting-options.png) + +Refer to [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for a step-by-step tutorial. + + +## Markup Text ## +Enable the **Allow Markup Text** property to format the label's text with markup tags. + +![](../../../images/eurd-web-label-markup-text-allow-markup-text-buttom-tag-examples.png) + +**Label** supports the following tags: + +| Tag | End Tag | Description | +| --- | ------- | ----------- | +| **<br>** | | Inserts a single line break. Enable the **WordWrap** property to use this tag. | +| **<nbsp>** | - | Inserts a space. | +| **<color**=_value_**>** | **</color>** | Specifies the text color. | +| **<backcolor**=_value_**>** | **</backcolor>** | Specifies the background color. | +| **<size**=_value_**>** | **</size>** | Specifies the font size. | +| **<b>** | **</b>** | Defines bold text. | +| **<i>** | **</i>** | Defines italic text. | +| **<s>** | **</s>** | Defines strikethrough text. | +| **<u>** | **</u>** | Defines underlined text. | +| **<image=**_value_**>** | - | Inserts an image from the report's named image collection. Supports both raster images and SVG images. Use the report's **Image Resources** property to provide images and reference them by their **Id**. The **image** tag's **size** attribute sets the image display pixel size. If the specified width/height exceeds the label's width/height, it is reduced to display the entire image. Specify the **size** attribute after the tag's value followed by the ";" character. | +| **<href=**_value_**>** | **</href>** | Displays a hyperlink. The value string specifies the hyperlink source, and the string between the opening and closing tags is the text to display. | + +When a report is exported to XLS or XLSX, the following rich-text content is converted from labels into Excel-native rich-text content: + +| --- | --- | +| Text format | \, \, \, \ | +| Line break | \
| +| Non-breaking space | \ | +| Font | \ | +| Font size | \ | +| Foreground color | \ | diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-break.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-break.md new file mode 100644 index 0000000000..9469723f06 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-break.md @@ -0,0 +1,21 @@ +--- +title: Page Break +author: Anna Vekhina +--- +# Page Break + +The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. + +You can add this control by dragging the **Page Break** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-page-break-to-report.png) + +This control is visually represented by a short line attached to the report's left margin. + +The Page Break control is useful when you need to insert a page break between controls within a [report band](../../introduction-to-banded-reports.md) (for example, to divide subreports so that the second subreport starts printing on a new page). + +![](../../../images/eurd-web-page-break-between-subreports.png) + +You can also insert a page break before or after a specific report band using the band's **Page Break** property. + +![](../../../images/eurd-web-band-page-break-property.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-info.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-info.md new file mode 100644 index 0000000000..0613726014 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/page-info.md @@ -0,0 +1,30 @@ +--- +title: Page Info +author: Anna Vekhina +--- +# Page Info + +The **Page Info** control is used to display auxiliary information on report pages, such as date, time, page numbers or user name. + +To add a new Page Info control to a report, drag the **Page Info** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. + +![](../../../images/eurd-web-add-page-info-to-report.png) + +Use the **Page Information** property to define the kind of information the control displays: page numbers, system date-time, or user name. + +![](../../../images/eurd-web-page-info-information-kind.png) + +For examples of different uses of this control, see the corresponding tutorials: + +* [Add Page Numbers](../../add-navigation/add-page-numbers.md) +* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) +* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) + +> [!NOTE] +> Because usually this information is displayed in the Page Header/Footer and Top/Bottom Margin bands, you cannot bind the **Page Info** property to a field from a data source. So, in order to display dynamic information, use the [Label](label.md) or [Rich Text](rich-text.md) controls instead. + +In addition, a format string can be applied to a control's contents. For example, you can change the control's format to **Page {0} of {1}** using the **Text Format String** property. + +![](../../../images/eurd-web-page-info-text-format-string.png) + +When a report contains at least one [group](../../shape-report-data/group-and-sort-data/group-data.md), you can specify individual page numbers for report groups by setting the **Running Band** property to the name of the required group. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/panel.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/panel.md new file mode 100644 index 0000000000..ec91d7539f --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/panel.md @@ -0,0 +1,41 @@ +--- +title: Panel +author: Anna Vekhina +--- +# Panel + +The **Panel** control is a container that frames separate report controls and allows you to move, copy and paste them. The panel also visually unites report controls in Print Preview (for instance, with borders or a uniform color background). + +To add a panel to a report, drag the **Panel** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. + +![](../../../images/eurd-web-add-panel-control-to-report.png) + +Drop the desired report controls onto the panel to combine them to a group. + +![](../../../images/eurd-web-add-report-controls-to-panel.png) + +You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. + +![](../../../images/eurd-web-panel-control-moving.png) + +The [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) displays controls placed onto a panel as its subordinate nodes. + +![](../../../images/eurd-web-panel-structure-in-report-explorer.png) + +The panel cannot contain the following report controls: +* [Cross Tab](../../create-reports/cross-tab-reports.md) +* [Subreport](../use-basic-report-controls/subreport.md) +* [Page Break](../use-basic-report-controls/page-break.md) +* [Table of Contents](../use-basic-report-controls/table-of-contents.md) +* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) + +If a panel includes only one control, you can use the **Fit Bounds to Container** from the panel's context menu. This command resizes the control so that it occupies all the available container space (excluding borders). + +![](../../../images/eurd-web-panel-fit-bounds-to-container.png) + +You can also enable the panel's **Can Shrink** property to automatically adjusts the panel's size to fit all the inner controls. For instance, this allows preventing blank areas when you [conditionally hide specific controls](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md). + +![](../../../images/eurd-web-panel-can-shrink-property.png) + +> [!NOTE] +> The Panel control cannot span several [report bands](../../introduction-to-banded-reports.md) as [cross-band controls](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) can. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md new file mode 100644 index 0000000000..ac0de7526c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md @@ -0,0 +1,126 @@ +--- +title: PDF Content +author: Sergey Andreev +--- + +# PDF Content + +The **PDF Content** control allows you to render PDF file content in two ways: + +* *Default*. Render each PDF file page as a separate report page. + + ![Render PDF content on separate pages](../../../images/eurd-web-pdf-content-diagram.png) + +* Embed PDF content into a report. + + ![Embed PDF content to a report](../../../images/xrpdfcontent-generate-own-pages-on.png) + + Refer to the following documentation section for more details: [Embed PDF File Content into a Report](#embed-pdf-file-content-into-a-report). + +## Add the PDF Content Control to a Report + +Drop the **PDF Content** item from the Toolbox onto a [band](../../introduction-to-banded-reports.md) on the design surface. + +![Drop the PDF Content control from Toolbox](../../../images/xrpdfcontent-drop-from-toolbox.png) + +You can also drop a PDF file to a band to insert a PDF Content item. + +## Specify PDF Content + +Use one of the following methods: + +* [Specify binary PDF data](#specify-pdf-data) + + This data is stored in the report file. The source of this data does not need to be available when the report is rendered. + +* [Specify a reference to a PDF document](#specify-a-reference-to-a-pdf-document) + + The reference to the document is stored in the report definition file. The referenced document should be available when the report is rendered. + +### Specify PDF Data + +Select the **PDF Content** control, navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md), click the **Source** property's ellipsis button, and select a PDF file. + +![Click the Source property's ellipsis button and select PDF file](../../../images/xrpdfcontent-source-ellipsis.png) + +When users save a report, the **Source** property value persists in the report file. + +You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). + +### Specify a Reference to a PDF Document + +Select the **PDF Content** control, navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md), and assign a path to a PDF file to this property. + +![Assign a path to a PDF file to the Source URL property](../../../images/xrpdfcontent-sourceurl-ellipsis.png) + +You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source Url** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). + +When users save a report, the URL or path specified in the **Source URL** property is included in the report file. The PDF document should be available at the specified location when a report is printed or rendered in Preview. + +The **Source Url** property value takes precedence over the **Source** property value. If you specify both properties, **PDF Content** includes the content specified by **Source Url**. If the file specified in the **Source Url** property cannot be loaded, the PDF data from the **Source** property is used. + +### Use Expressions + +Select the **PDF Content** control and navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md). Click the **f** symbol right to the **Source** or **Source URL** property. + +![Assign an expression to the Source URL property](../../../images/xrpdfcontent-sourceurl-expression.png) + +Use the invoked **Expression Editor** to create an expression that identifies the source of a PDF file. + +## Embed PDF File Content into a Report + +[Add](#add-the-pdf-content-control-to-a-report) the **PDF Content** control to a report, [specify](#specify-pdf-content) a PDF file location, and disable the control's **Generate Own Pages** property. + +![Disable the Generate Own Pages property](../../../images/disable-generate-own-pages-property.png) + +### Use Cases + +* Create a report with PDF file content and headers / footers that are printed on PDF file pages. + +* Print pictures, bar codes, page numbers, a report watermark, and other elements over the content of a PDF file. + +* Create a report document with paper kind that differs from PDF pages paper kind. Refer to the following section for instructions: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). + +* Append PDF file content to report content and add sequential numbering to all report pages. For this, add PDF file content as a subreport to your report as described in the following section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Then, [add page numbers](../../add-navigation/add-page-numbers.md) to both the subreport and main report. + +* Design a pre-printed form and use PDF file as a watermark. + + If your PDF file contains one page, follow the steps below: + + 1. Embed this page into a report's *Detail* band. + 2. Remove the report's margins to prevent duplication with PDF page margins. + 3. Adjust the page size to make it fit the entire *Detail* band. + + If your PDF file contains multiple pages, do the following: + * Create a subreport for each of the pages. Follow the instructions in this section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Use the **PDF Content** control's **Page Range** property to specify the PDF file page that should be included to a subreport. + * Include each of these subreports to one report. + +### Fit PDF File's Page Size to Report's Page Size + +A PDF file and a report to which you embed PDF file content might have different paper kind. PDF file pages can also be generated with double margins: page margins and report margins. + +This section explains how to set the same paper kind for a report and its embedded PDF file and how to include only the PDF file's page margins to the report. The main idea is to create a subreport that includes PDF pages in embedded mode, and then, add this subreport to the main report that contains initial content. + +1. Create a blank report. Set the report's **Paper Kind** property to the paper kind of the main report to which you want to embed PDF content. + +2. Drop the **PDF Content** control from the **Toolbox** onto the created report's _Detail_ band, specify a PDF file source, and disable the control's **Generate Own Pages** property. + +3. Remove the report's margins and adjust the **PDF Content** control size to make PDF content fit the entire *Detail* band. + + ![Adjust the Pdf Content control's size](../../../images/xrpdfcontent-adjust-size.png) + +4. Add the report as a subreport to your main report. Use the [Subreport](subreport.md) control with the **Generate Own Pages** property enabled. + + ![Add the Pdf Content control as a subreport to the main report](../../../images/xrpdfcontent-add-as-subreport.png) + + Open the main report's Preview to show the result. + +## Limitations + +* PDF content is displayed as an image in Preview. Users cannot select text in PDF content. To allow users to select text, export the report to PDF. + +* You cannot add the **PDF Content** control to the following bands: + * **Top Margin** / **Bottom Margin** + * **Page Header** / **Page Footer** + * **Group Header** / **Group Footer** bands (if their **Repeat Every Page** properties are enabled). + * **Vertical Header** / **Vertical Detail** / **Vertical Total** \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md new file mode 100644 index 0000000000..a225305eb9 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md @@ -0,0 +1,27 @@ +--- +title: PDF Signature +author: Sergey Andreev +--- +# PDF Signature + +**PDF Signature** is a control that allows users to add a visual signature to a report exported to PDF. + +The **PDF Signature** control visualizes the document signature information: + +* Certificate name +* Distinguished name +* Location +* Signature date +* Signature reason + +![PDF Signature Overview](../../../images/eurd-pdf-signature-overview.png) + +> [!TIP] +> For more information on how to create, export, and sign a report, refer to the following tutorial: [Reports with a Visual PDF Signature](../../create-reports/reports-with-visual-pdf-signature.md). + +## Add a Signature Control to a Report + +Drop the **PDF Signature** control from the **Toolbox** onto a report. + +![Drop PDF Signature from the Toolbox](../../../images/eurd-pdf-signature-drop-from-toolbox.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/picture-box.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/picture-box.md new file mode 100644 index 0000000000..0213e0e4b6 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/picture-box.md @@ -0,0 +1,116 @@ +--- +title: Picture Box +author: Anna Vekhina +--- +# Picture Box + +## Overview +The **Picture Box** control allows you to embed _static_ (stored with the report) or _dynamic_ (obtained from a data source) images into a report. + +To add this control to a report, drag the **Picture Box** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-picture-box-to-report.png) + +The Picture Box can display images with the following formats: BMP, JPG, JPEG, GIF, TIF, TIFF, PNG, ICO, DIB, RLE, JPE, JFIF, EMF, WMF, SVG. + +You can also drag & drop a supported image file onto the report surface to create a Picture Box. + +Use the **Image Source** or **Image URL** property to specify the image the Picture Box displays. You can access these properties in the **Picture Box Tasks** category. + +![](../../../images/eurd-web-picture-box-image-property.png) + +The specified image is [saved](../../save-reports.md) with the report if you use the **Image Source** property. If you use the **Image URL** property, only the path to the image is stored. + +## Bind to Data + +You can use the Picture Box to display an image [dynamically obtained](../bind-controls-to-data.md) from a data source. Click the **Image Source** property's marker and select **Image Source Expression** from the popup menu. Then select the data field in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). You can use this editor to construct a binding expression that can include two or more data fields. + +![](../../../images/eurd-web-picture-box-bind-to-data.png) + +You can bind the **Image URL** property to data in the same way. + +You can also drag and drop a field that contains image data from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new Picture Box bound to this field. + +![](../../../images/eurd-web-picture-box-drop-from-field-list.png) + +See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for more information about how to create data-aware controls. + +## SVG Support Limitations +The Picture Box does not support the following SVG content: + +* Gradient colors + +* Text (you can convert text to curves as a workaround) + +* Animations + +* External .css styles + +Export (except for PDF) has the following limitations: + +* SVG images are converted to metafiles because document viewers may not support SVG format. + +* SVG images are exported as PNG in the **Microsoft Azure** environment. + +The **Medium Trust** permission level does not support SVG. + +## Image Size Modes + +Use the **Sizing** property to specify an image's position in the Picture Box. + +![](../../../images/eurd-web-picture-box-image-size-modes.png) + +This control supports the following image size modes: + +* **Normal** + + The image is displayed at the top left corner with its original dimensions. The image is clipped if it does not fit the control's boundaries. + + ![](../../../images/eurd-web-picture-box-image-size-mode-normal.png) + +* **Stretch Image** + + The image is stretched or shrunk to fill the control's width and height. + + ![](../../../images/eurd-web-picture-box-image-size-mode-stretch-image.png) + +* **Auto-Size** + + The control's dimensions are adjusted to the image's size. + + ![](../../../images/eurd-web-picture-box-image-size-mode-auto-size.png) + +* **Zoom Image** + + The image is resized proportionally without clipping it to fit the control dimensions. + + ![](../../../images/eurd-web-picture-box-image-size-mode-zoom-image.png) + +* **Squeeze** + + The image is centered and shown full-size if the control dimensions exceed the image size. Otherwise, the image is resized to fit the control's boundaries. + + ![](../../../images/eurd-web-picture-box-image-size-mode-squeeze.png) + +* **Tile** + + The original image is replicated within the control starting from the top left corner. The replicated image is clipped if it does not fit the control's boundaries. + + ![](../../../images/eurd-web-picture-box-image-size-mode-tile.png) + +You can also use the **Image Alignment** property in the **Normal**, **Zoom Image** and **Squeeze** modes to specify the alignment in relation to the control's boundaries. + +## Interactivity + +You can add a possibility to load/change an image and/or draw a signature in a Picture Box when it is displayed in Print Preview. To do this, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. + +![](../../../images/eurd-web-picture-box-enable-content-editing.png) + +Click the Picture Box in a previewed document and an editor invokes. + +![](../../../images/eurd-web-picture-box-content-editing.png) + +> [!TIP] +> You can draw borders for the Picture Box to make the editor visible in Print Preview, if an image is not specified. + +Refer to the [Edit Content in Print Preview](../../provide-interactivity/edit-content-in-print-preview.md) and [Interactive E-Forms](../../create-reports/interactive-e-forms.md) topics to see how use this Picture Box mode. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/rich-text.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/rich-text.md new file mode 100644 index 0000000000..46a80ad10e --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/rich-text.md @@ -0,0 +1,157 @@ +--- +title: Rich Text +author: Anna Vekhina +--- +# Rich Text + +## Overview + +The **Rich Text** control displays formatted text (static, dynamic or mixed) in a report. + +![](../../../images/eurd-web-rich-text.png) + +To add this control to a report, drag the **Rich Text** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's [Design Surface](../../report-designer-tools/design-surface.md). + +![](../../../images/eurd-web-add-rich-text-to-report.png) + +You can also drop an RTF, DOCX, or HTML file to a band to insert a Rich Text control with associated file content. + +## Load Content from a File + +You can load RTF or HTML content from an external file. Expand the **Data** category and click the **Load file** property's ellipsis button. + +![](../../../images/eurd-web-rich-text-load-file.png) + +In the invoked **Open** dialog, select the file and click **Open**. + +Rich Text supports the following file formats: + +* RTF +* DOCX +* TXT +* HTML + +## Edit Content in Place + +Double-click a Rich Text control and type text in the invoked in-place editor. A ribbon with text format options appears next to the editor. + +![](../../../images/eurd-web-rich-text-in-place-editor.png) + +Rich Text supports the following edit operations: + +* **Undo/Redo History** + + The undo/redo history contains the last 100 operations and is available until you exit the in-place edit mode. + +* **Clipboard Operations** + + You can use clipboard operations (Cut, Copy, and Paste) to manipulate text and images. + +* **Hyperlinks** + + You can create and modify hyperlinks. + +* **Drag and Drop** + + Use Drag and Drop to move images and text within the editor. + +> [!NOTE] +> The legacy Rich Text does not provide a ribbon with text format options. Its in-place editor allows you to enter only plain text. Bind the control to a data field that provides RTF or HTML content to display formatted text. +> +> ![](../../../images/eurd-web-rich-text-in-place-editor-legacy.png) + +## Bind to Data + +Click the **Rtf Expression** or **Html Expression** option's ellipsis button to invoke the [Expression Editor](../../report-designer-tools/expression-editor.md). Use this editor to bind the control to a data field or construct a complex binding expression with two or more data fields. + +![](../../../images/eurd-web-rich-text-bind-to-data.png) + +You can use HTML formatted text that contains markup tags to define text appearance. Click the **Html Expression** option's ellipsis button and enter this text in **'** quotes **'** in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). + +![](../../../images/eurd-web-rich-text-html-formatted-text.png) + +Drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the **Rich Text** control to bind it to this field. + +![](../../../images/eurd-web-rich-text-drop-fom-field-list.png) + +The Rich Text also enables you to merge data fields and static content in its text. + +![](../../../images/eurd-web-mail-merge-preview-result.png) + +See the [Bind Controls to Data](../bind-controls-to-data.md) and [Use Embedded Fields](../use-embedded-fields-mail-merge.md) topics for more information. + +## Markup Text + +### Supported Tags + +The table below lists the supported HTML tags. External links are processed for inline pictures and style sheets (CSS files). The ID and Class attributes are interpreted for all tags, including the unlisted ones. These attributes are used to specify a style for content within a certain tag + +| Tag | Attributes | Notes | +---------|----------|--------- +| a | dir | | +| b | dir | | +| base | | | +| basefont | size
color
face
dir | | +| big | dir | | +| blockquote | dir | | +| br | dir | | +| center | dir | | +| code | dir | | +| del | cite
datetime | | +| div | page-break-before
page-break-after
page-break-inside
background-color
border (CSS)
dir | Only the **always** property value is supported for the **page-break-before** tag. | +| em | dir | | +| font | size
color
face
dir | | +| h1-h6 | align
dir | | +| head | | | +| html | | | +| hr | align
color
noshade
size
width | | +| i | dir | | +| ins | cite
datetime | | +| img | align
src
height
width | If the **align** attribute is not specified, the image is considered as inline. | +| li | type
value
dir | | +| link | href
type
media
dir | | +| meta | | | +| ol | type
value
align
dir | | +| p | align
dir | | +| script | | Text inside this tag is ignored. | +| small | | | +| span | | | +| strike | dir | | +| strong | dir | | +| style | | | +| sub | dir | | +| sup | dir | | +| table | align
bgcolor
border
bordercolor
cellpadding
cellspacing
dir
width | The **dir** attribute reorders table columns. | +| td | align
bgcolor
bordercolor
colspan
height
nowrap
rowspan
text-align
valign
width | The **align** tag is supported in the Internet Explorer only.
The **Rich Text** control's interpretation of the **bordercolor** attribute is different from the HTML browser. | +| th | any allowed | | +| tr | align
bgcolor
bordercolor
height
text-align
valign | The **align** attribute is supported in the Internet Explorer only. | +| title | | Text inside this tag is ignored. | +| u | dir | | +| ul | dir | | + +### Unsupported Tags + +* <base> tag with _href_ attribute; +* <div> tag with _border_, _align_ and _float_ CSS attribute; +* <li> tag with _list-style-image_ CSS attribute; +* <margin> tag; +* <tab> tag; +* <table> tag with _cols_ attribute; +* <td> tab with _bordercolor_ and _nowrap_ attributes; +* _!important_ declaration; +* _word-wrap_ and _break-word_ css properties; +* css3 shapes; +* <ui> tag with _type_ attribute. + +### Export to Excel + +When a report is exported to XLS or XLSX, the following rich-text content is converted from **Rich Text** controls into Excel-native rich-text content: + +| | HTML Tags and RTF Equivalents | +| --- | --- | +| Text format | \, \, \, \, \, \ | +| Line break | \
| +| Non-breaking space | \  | +| Font | \ | +| Font size | \ | +| Foreground color | \ | diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/subreport.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/subreport.md new file mode 100644 index 0000000000..dfad2586d4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/subreport.md @@ -0,0 +1,29 @@ +--- +title: Subreport +author: Anna Vekhina +--- +# Subreport + +The **Subreport** control is used to embed other reports into the current report. + +To add this control to the report, drag the **Subreport** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-add-subreport-to-report.png) + +The Subreport control allows you to solve the following tasks: + +* **Reuse reports** + + This can be useful if there is a particular report structure (template) that needs to be included in many reports, and the report must have consistent appearance and functionality. A good example is a report header that always contains the same information (the company information, logo, date, etc.). + +* **Create master-detail reports** + + Another reason for using subreports is to create master-detail reports (reports with hierarchically linked data). For more details on this, see [Master-Detail Reports with Subreports)](../../create-reports/master-detail-reports-with-subreports.md). + +* [Merge Reports](../../merge-reports.md) + +You can use an already existing report in the report storage as a report source. Select the Subreport control, open the **Subreport Tasks** category, expand the **Report Source URL** property's drop-down list and select the required report. + +![](../../../images/eurd-web-subreport-report-source-url.png) + +Double-clicking a subreport opens its associated report in a new Report Designer tab. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md new file mode 100644 index 0000000000..6415ac91ae --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md @@ -0,0 +1,28 @@ +--- +title: Table of Contents +author: Anna Vekhina +--- +# Table of Contents + +## Overview +Once [bookmarks](../../add-navigation/add-bookmarks-and-a-document-map.md) have been assigned to specific report elements, you can generate a table of contents that displays page numbers containing the elements included into the document map. + +To implement a table of contents, drop the **Table Of Contents** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. If the report does not contain a [Report Header](../../introduction-to-banded-reports.md) at the moment, it is created automatically so that the table of contents can be added to it. + +![](../../../images/eurd-web-add-table-of-contents-to-report.png) + +The following image illustrates the difference in displaying information by a table of contents within a report and in a published document. + +![](../../../images/eurd-web-table-of-contents-example.png) + + +## Table of Contents Structure +The table of contents contains the following elements: + +1. A title that displays text and formatting options specified by the **Level Title** property. + +2. One or more document levels that provide individual formatting settings to specific nodes of a document map's tree. To access the collection of levels, use the **Levels** property. + + Unless levels have been added to a table of contents, a single default level is used to provide common settings to the elements of a document map for which no specific level has yet been assigned. + +Refer to the [Add a Table of Contents](../../add-navigation/add-a-table-of-contents.md) topic for a step-by-step tutorial. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts-and-pivot-grids.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts-and-pivot-grids.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-charts-and-pivot-grids.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts-and-pivot-grids.md diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-charts.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md new file mode 100644 index 0000000000..45255e2032 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md @@ -0,0 +1,68 @@ +--- +title: Add a Chart (Set Up Series Manually) +author: Anna Vekhina +--- +# Add a Chart (Set Up Series Manually) + +This document demonstrates how to add a chart to a report, provide data for chart series, and set up chart elements. This topic shows two chart series based on the same data source. You can use different data sources for different series. + +![](../../../images/eurd-web-chart-manual-setup-example.png) + +## Add a Chart to a Report + +1. [Bind a report to data](../../bind-to-data.md). + +1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). + + ![](../../../images/eurd-web-chart-add-to-report.png) + +1. Click **Run Designer**. + + ![](../../../images/eurd-web-chart-run-designer.png) + +1. Specify the **Data Source** and **Data Member** properties to bind the chart to data. + + ![](../../../images/eurd-web-chart-bind-to-data-designer.png) + +> [!NOTE] +> Ensure that the report's **Data Source** property is set to **None** when you place a chart into the **Detail** band. Otherwise, the chart is repeated as many times as there are records in the report's data source. + +## Add Series to the Chart + +1. Locate **Series** in the chart elements tree and click the plus button. Select the series type (for example, **Bar**) from the invoked list. + + ![](../../../images/eurd-web-chart-designer-add-series.png) + +3. Populate the created series with points. Specify the **Argument Data Member** and **Value** properties. + + ![](../../../images/eurd-web-chart-designer-bind-series-to-data.png) + +4. Filter series data. Click the **Filter String** property's ellipsis button. Construct filter criteria in the invoked FilterString Editor and click **OK**. + + ![](../../../images/eurd-web-chart-designer-data-filter.png) + +5. Create another series with the same settings. Select the **Point** view type for this series. + +## Customize the Chart + +Improve the chart's appearance: + +* Remove the chart legend, because the chart series are bound to the same data. Select **Legend** in the chart elements tree and set the **Visibility** property to **False**. + + ![](../../../images/eurd-web-chart-designer-disable-legend.png) + +* Hide point labels. Select **Series1** and set the **Labels Visibility** property to **False**. + + ![](../../../images/eurd-web-chart-designer-disable-labels.png) + +* Customize the **Series2** markers' appearance. Select **Series2** and expand the **View**/**Point Marker Options** categories. Set **Size** to **12** and **Kind** to **InvertedTriangle** to replace the default circle with an upside down triangle. + + ![](../../../images/eurd-web-chart-designer-customize-series.png) + +* Customize the chart's appearance settings. For instance, set chart elements' colors. + +## View the Result + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to preview your report. + +![](../../../images/eurd-web-chart-manual-setup-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md new file mode 100644 index 0000000000..11fac0e204 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md @@ -0,0 +1,46 @@ +--- +title: Add a Chart (Use a Series Template) +author: Anna Vekhina +--- + +# Add a Chart (Use a Series Template) + +This document describes how to create a report with a **Chart** control bound to data and generate all series automatically based on a common template. + +![](../../../images/eurd-web-chart-auto-created-series-result.png) + +## Add a Chart to a Report + +1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). + + ![](../../../images/eurd-web-chart-add-to-report.png) + +2. Click **Run Designer...** to invoke the Chart Designer. + + ![](../../../images/eurd-web-chart-run-designer.png) + +3. Specify the **Data Source** and **Data Member** properties to bind the chart to data. The chart's **Series Data Member** property specifies a data field that should provide data for series names. A new series should be created for each record in this data field. + + ![](../../../images/eurd-web-chart-bind-to-data.png) + +> [!NOTE] +> The report's **Data Source** property should be set to **None** because the Chart is in the Detail band. When a report has its **Data Source** property specified, the Chart is repeated in preview as many times as there are records in the report data source. + +## Adjust the Series Template + +1. Use the **Argument Data Member** and **Value Data Members** properties to define where to get data for point arguments and values. + + ![](../../../images/eurd-web-chart-bind-to-data-series-template.png) + +Make sure that the **Argument Scale Type** and **Value** properties are set to appropriate values. + +## Customize the Chart +Perform the following customization to improve the chart's appearance: + +* Set the **Labels Visibility** property to **False** to avoid overlapping series labels. +* Specify the color settings used to draw the chart's series. For instance, select **Nature Colors** in the **Palette**'s drop-down list. + +## View the Result +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. + +![](../../../images/eurd-web-chart-auto-created-series-result.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-in-reports.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-in-reports.md new file mode 100644 index 0000000000..e5fa433885 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-in-reports.md @@ -0,0 +1,56 @@ +--- +title: Use Charts in Reports +author: Anna Vekhina +--- +# Use Charts in Reports + +## Overview + +You can use the **Chart** control to add a chart to a report. This control provides 2D or 3D views to visualize data series (for instance, Bar, Point, Line, Pie and Doughnut, Area, etc.). + +| 2D Series View | 3D Series View | +|---|---| +| ![](../../../images/eurd-web-chart-2d-series-example.png) | ![](../../../images/eurd-web-chart-3d-series-example.png) | + +The **Chart** control can display multiple series. + +| Bar and Point Series | Nested Doughnut Series | +|---|---| +| ![](../../../images/eurd-web-chart-bar-and-point-series.png) | ![](../../../images/eurd-web-chart-nested-doghnut-series.png)| + +The **Chart Designer** allows you to create and set up the **Chart** control and customize its visual elements (diagrams, series, legends, primary and secondary axes, titles and labels, etc.). + +![](../../../images/eurd-web-chart-designer-bind-series-to-data.png) + +## Bind to Data + +To provide data to a chart, use the **Data Source** property. + +When the chart data source is not assigned, the chart obtains data from the report's data source + +A chart can display report data in the following ways: + +* Place a chart on the report header/footer band to display a summary for the detail report data. + + ![](../../../images/eurd-web-chart-in-report-header.png) + +* Place a chart on a group header/footer to visualize data in each report group. Refer to the [Use Charts to Visualize Grouped Data](use-charts-to-visualize-grouped-data.md) step-by-step tutorial for more information. + + ![](../../../images/eurd-web-chart-in-group-footer.png) + +* The chart in the Detail band is printed as many times as there are records in the report's data source. + +Specify the following settings to provide data to a chart's series. + +* The **Argument Data Member** property specifies the data field that provides point arguments. +* The **Value Data Members** property specifies the data fields that supply point values. + +You can specify these settings in the following ways: + +* **Bind each series individually** + + Add a new series to the chart and specify the argument and value data members. Refer to the [Add a Chart (Set Up Series Manually)](add-a-chart-set-up-series-manually.md) step-by-step tutorial for details. + +* **Create series dynamically** + + Assign the data field that contains series names to the chart's **Series Data Member** property and specify the argument and value data members using the series template. Refer to the [Add a Chart (Use a Series Template)](add-a-chart-use-a-series-template.md) step-by-step tutorial for more information. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md new file mode 100644 index 0000000000..d67fe8aa04 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md @@ -0,0 +1,59 @@ +--- +title: Use Charts to Visualize Grouped Data +author: Anna Vekhina +--- +# Use Charts to Visualize Grouped Data + +This topic describes how to use charts to visualize grouped data in a report. + +![](../../../images/eurd-web-chart-in-group-footer.png) + +In this tutorial, the report data is grouped against a data field (the report's group field). A chart is placed in the Group Footer band and is not bound to data. The report's data source is used to populate the chart with data. + +![](../../../images/eurd-web-chart-group-footer-report-layout.png) + +Follow the steps below to make each chart instance display data for its group. + +1. Create a chart parameter to pass a group value from the report's group field to the chart. + + Select the chart and expand the **Data** group in the **Properties** panel. Click the plus button next to the **Parameters** property. + + ![](../../../images/eurd-web-chart-add-parameter.png) + + Set the parameter's **Binding** property to the report's group field. + + ![](../../../images/eurd-web-chart-bind-parameter.png) + +1. Click **Run Designer** to invoke the Chart Designer. + + ![](../../../images/eurd-web-chart-run-designer.png) + +1. Bind the chart to data. Specify the **Data Source** and **Data Member** fields. + + ![](../../../images/eurd-web-chart-bind-to-data-designer.png) + +1. Add a new series. Click the plus button next to the Series item in the Chart Designer. + + ![](../../../images/eurd-web-chart-designer-add-series.png) + +1. Provide data for the argument and value axes. Set the **Argument Data Member** and **Value** properties. + + ![](../../../images/eurd-web-chart-designer-groups-bind-series-to-data.png) + +1. Filter the chart. Click the **Filter String** property's ellipsis button. + + ![](../../../images/eurd-web-chart-for-groups-designer-filterstring.png) + + Add a filter condition. On the left side, specify the field by which chart data should be filtered. + + ![](../../../images/eurd-web-chart-for-groups-create-filterstring.png) + + On the right side, use the chart parameter to obtain a group value from the report's group field. Click the right side's down arrow and select **Parameter**. Then select the chart parameter from the context menu. + + ![](../../../images/eurd-web-chart-for-groups-specify-parameter.png) + +Click **OK** in the Filter Editor and in the Chart Designer to apply changes. + +Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. + +![](../../../images/eurd-web-chart-in-group-footer.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-cross-tab.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-cross-tab.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-cross-tab.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-cross-tab.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-embedded-fields-mail-merge.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-embedded-fields-mail-merge.md new file mode 100644 index 0000000000..ae573f1461 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-embedded-fields-mail-merge.md @@ -0,0 +1,42 @@ +--- +title: Use Embedded Fields (Mail Merge) +author: Anna Vekhina +--- +# Use Embedded Fields (Mail Merge) + +This topic describes how to provide data to report controls using the advanced **Mail Merge** binding method. This feature allows you to create templates in which data source values populate specific fields while other text remains constant (that is, allows you to combine static and dynamic content within the same control). + +## Embed Fields in a Control Text +You can apply mail merge to the control's **Text** property only. Double-click the required control on the design surface to invoke the in-place editor. Insert data field names with square brackets to create embedded fields and use any prefixes or postfixes. + +![](../../images/eurd-web-mail-merge-insert-data-fields.png) + +You can embed a [parameter](../use-report-parameters.md)'s value into a control's content using the **?ParameterName** syntax. + +![](../../images/eurd-web-mail-merge-insert-parameters.png) + +Embedded fields are replaced with values obtained from an assigned data source when previewing or exporting a report: + +![](../../images/eurd-web-mail-merge-preview-result.png) + +Consider the following specifics and limitations when using embedded fields: + +* Field names should not use spaces to be interpreted correctly. +* Mail Merge is not available for a table's nested fields in a master-detail hierarchy. +* Embedded fields cannot be exported to [XLS](../../document-viewer/exporting/xls-specific-export-options.md) and [XLSX](../../document-viewer/exporting/xlsx-specific-export-options.md) as values; they are always exported as plain text. We recommend using [text formats](../shape-report-data/format-data.md) instead if you need to accompany dynamic data with static text. + +## Format Embedded Fields + +You can add a format to the target data field by separating it from the field name with the **!** symbol and apply this format to field values when previewing a document. + +![](../../images/eurd-web-mail-merge-format-string-result.png) + +## Supported Controls +You can apply the mail merge feature to the **Text** of the following report controls: + +* [Barcode](../use-report-elements/use-bar-codes.md) +* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) +* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) +* [Label](../use-report-elements/use-basic-report-controls/label.md) +* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) +* [Table Cell](../use-report-elements/use-tables.md) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md new file mode 100644 index 0000000000..e913a0f07c --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md @@ -0,0 +1,56 @@ +--- +title: Add Gauges to a Report +author: Anna Vekhina +--- +# Add Gauges to a Report + +## Gauge Overview + +The **Gauge** control provides you with the capability to embed graphical gauges into your report. + +To add this control to the report, drag the **Gauge** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. + +![](../../../images/eurd-web-add-gauge-control-to-report.png) + +Specify properties in the **Gauge Tasks** category to set up a gauge's appearance. + +![](../../../images/eurd-web-gauge-tasks-category.png) + +* **View** + + Specifies the type of the displayed gauge. The following view types are available: + + * **Linear** + + ![](../../../images/eurd-web-gauge-control-linear-type.png) + + Supported view styles: **Horizontal** and **Vertical**. + + * **Circular** + + ![](../../../images/eurd-web-gauge-control-circular-type.png) + + Supported view styles: **Full**, **Half**, **Quarter Left**, **Quarter Right** and **Three Fourth**. + +* **Theme** + + Specifies the gauge's color theme. The **Flat Light** and **Flat Dark** view themes are supported. + + ![](../../../images/eurd-web-gauge-control-view-theme.png) + +The following properties allow you to customize the gauge scale and specify its displayed values. + +* **Actual Value** - specifies the value displayed by a gauge. +* **Target Value** - specifies the position of the target value marker. +* **Maximum** - specifies the gauge's maximum value. +* **Minimum** - specifies the gauge's minimum value. + +![](../../../images/eurd-web-gauge-control-smart-tag-properties.png) + + +## Bind a Gauge to Data +To [bind](../bind-controls-to-data.md) the gauge's displayed value to data, open the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Actual Value** property's ellipsis button. Select the required data field or construct a complex binding expression involving two or more data fields in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). + +![](../../../images/eurd-web-gauge-control-bind-to-data.png) + +In the same way, you can bind the **Target Value**, **Minimum** and **Maximum** properties to data. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md new file mode 100644 index 0000000000..6dffdcceac --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md @@ -0,0 +1,42 @@ +--- +title: Add Sparklines to a Report +author: Anna Vekhina +--- +# Add Sparklines to a Report + +## Sparkline Overview +The **Sparkline** control displays a compact chart that is commonly used to illustrate the data flow for every row in a report. + +To add this control to the report, drag the **Sparkline** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. + +![](../../../images/eurd-web-add-sparkline-control-to-report.png) + +## Bind the Sparkline to Data +You can connect the sparkline to individual data without accessing a report's data source. Click the **Data Source** property's drop-down list and select the required data source. + +![](../../../images/eurd-web-sparkline-select-data-source.png) + +The sparkline uses the report's data source if you do not specify the **DataSource** property. + +After that, specify the **Data Member** property and set the **Value Member** property to a data field that provides point values for the sparkline. + +To create a new data source for a sparkline, click **Add Data Source...** in the [Menu](../../report-designer-tools/menu.md). This invokes the [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) that allows you to set up a required data source. + +## Adjust the Sparkline View + +The sparkline supports the **Line**, **Area**, **Bar** and **WinLoss** view types. + +The **View** property provides access to options that change the sparkline's appearance. + +![](../../../images/eurd-web-sparkline-view-property.png) + +Each view type has properties that define the extreme values' visibility: + +* **Highlight Start Point** and **Highlight End Point**; +* **Highlight Min Point** and **Highlight Max Point**. + +Specific properties differ between view types, such as the **Highlight Negative Points** setting that is available only for the **Bar** sparkline. + +The following image illustrates a [table report](../../create-reports/table-reports.md) containing sparklines that provide maximum and minimum value indicators in their data range: + +![](../../../images/eurd-web-report-with-sparklines.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-elements/use-tables.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables.md diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md new file mode 100644 index 0000000000..a1fedfbde5 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md @@ -0,0 +1,25 @@ +--- +title: Bind Table Cells to Data +author: Anna Vekhina +--- +# Bind Table Cells to Data + +Use the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a table control with cells [bound](../bind-controls-to-data.md) to data fields obtained from a report's data source. + +Hold CTRL or SHIFT and click multiple data fields to select them. Drop the selected data fields onto the Detail band. + +![](../../../images/eurd-web-table-control-drop-fields-from-field-list.png) + +You can bind individual table cells to data in the same ways as [Label](../use-basic-report-controls/label.md) controls. Drop a data field onto an existing cell to bind this cell to the corresponding field. + +![](../../../images/eurd-web-bind-existing-table-cell-to-data.png) + +Use the [Expression Editor](../../report-designer-tools/expression-editor.md) to construct a complex binding expression with two or more data fields. Click the **Text** property's marker and select **Text Expression** from the popup menu to invoke the Expression Editor. + +![](../../../images/eurd-web-table-cell-expression.png) + +See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for information on how to create data-aware controls. + +The **Process Duplicates Mode** and **Process Duplicates Target** options enable you to merge cells with identical values. + +![](../../../images/eurd-web-table-cell-process-duplicates-mode.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/hide-table-cells.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/hide-table-cells.md new file mode 100644 index 0000000000..92856cc084 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/hide-table-cells.md @@ -0,0 +1,57 @@ +--- +title: Hide Table Cells +author: Anna Vekhina +--- +# Hide Table Cells + +You can hide a specific table cell conditionally, for instance, based on a [report parameter](../../use-report-parameters.md) value. + +Select the **Parameters** node in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and click the **Add parameter** button. + +![](../../../images/eurd-web-create-parameter-to-hide-table-cells.png) + +Click the **Edit** button to expand the property list and specify the parameter's name and description for Print Preview, and set the type to **Boolean**. + +![](../../../images/eurd-web-parameter-settings-to-hide-table-cells.png) + +Open the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and specify an [expression](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) for the cell's **Visible** property to define a logical condition for displaying or hiding this cell. + +The image below demonstrates how to provide the visibility expression for the cell bound to the **CategoryID** field. For a report to display correctly, you should specify the same expression for the cell that displays the field caption in the Page Header. + +![](../../../images/eurd-web-hide-table-cell-using-expression.png) + +The **Process Hidden Cell Mode** property allows you to define how to distribute the remaining space between the table's visible cells. + + +![](../../../images/eurd-web-table-process-hidden-cell-mode.png) + +The image below illustrates how the original table looks like: + +![](../../../images/eurd-web-table-hidden-cell-mode-initial-layout.png) + +The following modes are available to process hidden cells: + +* **StretchPreviousCell** - A cell to the left of the hidden cell is stretched to occupy the available space. If the hidden cell is the first in the row, the next cell is stretched. + + ![](../../../images/eurd-web-table-hidden-cell-mode-stretch-previous-cell.png) + +* **StretchNextCell** - A cell to the right of the hidden cell is stretched to occupy the available space. If the hidden cell is the last in the row, the previous cell is stretched. + + ![](../../../images/eurd-web-table-hidden-cell-mode-stretch-next-cell.png) + +* **ResizeCellsEqually** - All visible cells are resized to divide the space that a hidden cell reserved equally. + + ![](../../../images/eurd-web-table-hidden-cell-mode-resize-cells-equally.png) + +* **ResizeCellsProportionally** - All visible cells are resized to proportionally divide the space that a hidden cell reserved based on their weights in the whole table width. + + ![](../../../images/eurd-web-table-hidden-cell-mode-resize-cells-proportionally.png) + +* **DecreaseTableWidth** - The table width is decreased, and visible cells are shifted to a hidden cell's location without changing their size. + + ![](../../../images/eurd-web-table-hidden-cell-mode-descrease-table-width.png) + +* **LeaveEmptySpace** (the default mode) - A space remains at a hidden cell's location, and other cells are not affected. + + ![](../../../images/eurd-web-table-hidden-cell-mode-leave-empty-space.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manage-table-structure.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manage-table-structure.md new file mode 100644 index 0000000000..366e5fd62b --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manage-table-structure.md @@ -0,0 +1,66 @@ +--- +title: Manage Table Structure +author: Anna Vekhina +--- +# Manage Table Structure + +## Insert Table Elements + +Use **Insert** commands from the table's context menu to add new rows and columns. The added cells inherit the source cells' size and appearance settings. + +![](../../../images/eurd-web-table-insert-commands.png) + +* **Insert Row Above** + + Inserts a row above the current cell and shifts the existing rows up if there is enough space above the table (otherwise, shifts the existing rows down). + + ![](../../../images/eurd-web-table-insert-row-above.png) + +* **Insert Row Below** + + Inserts a row below the current cell and shifts the existing rows down. This command increases the band height to accommodate all the rows if there is not enough space under the table. + + ![](../../../images/eurd-web-table-insert-row-below.png) + +* **Insert Column to Left** + + Inserts a new column to the left of the current cell and shifts the leftmost columns to the left (otherwise, shifts these columns to the right). + + ![](../../../images/eurd-web-table-insert-column-to-left.png) + +* **Insert Columns to Right** + + Inserts a new column to the right of the current cell and shifts the rightmost columns to the right. This command decreases all columns' width proportionally to accommodate all the columns if there is not enough space to the right of the table. + + ![](../../../images/eurd-web-table-insert-column-to-right.png) + +* **Insert Cell** + + Divides the current cell width in half and inserts a new cell to the left. The added cell copies the source cell's appearance settings. + + ![](../../../images/eurd-web-table-insert-cell.png) + +## Delete Table Elements + +Use **Delete** commands from the table's context menu to remove table elements. + +![](../../../images/eurd-web-table-delete-commands.png) + +* **Delete Cell** + + Deletes a table cell and stretches the next cell to occupy the remaining space. If this cell is the last in the row, the previous cell is stretched. + + ![](../../../images/eurd-web-table-delete-cell.png) + +* **Delete Row** + + Deletes a row and shifts the existing rows up. + + ![](../../../images/eurd-web-table-delete-row.png) + +* **Delete Column** + + Deletes a column and stretches the next column to the left. If this column is the last in the table, the previous column is stretched. + + ![](../../../images/eurd-web-table-delete-column.png) + diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manipulate-table-elements.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manipulate-table-elements.md new file mode 100644 index 0000000000..a39b457a06 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/manipulate-table-elements.md @@ -0,0 +1,69 @@ +--- +title: Manipulate Table Elements +author: Anna Vekhina +--- +# Manipulate Table Elements + +## Select Table Elements + +You can click a table cell to select it and [access its settings](../manipulate-report-elements/select-report-elements-and-access-their-settings.md). To select multiple cells, hold the CTRL key and click cells. + +![](../../../images/eurd-web-table-control-multiple-selected-cells.png) + +Use the arrow that appears when a mouse cursor hovers over the table edges to select an entire row or column. + +![](../../../images/eurd-web-table-control-select-rows-and-columns.png) + +Draw a rectangle around the table to select the whole control. + +The [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel enables you to select the table element or the entire table and access their properties. + +## Resize Table Elements + +You can resize a table or its cell by dragging the rectangle drawn on its edge or corner. + +Resizing a column changes the next column's width without affecting the other columns (keeps the table dimensions intact). + +![](../../../images/eurd-web-table-control-column-resizing.png) + +Resizing a row changes the next row's width without affecting the other rows (keeps the table dimensions intact). + +![](../../../images/eurd-web-table-control-row-resizing.png) + +You can set the same size for multiple table columns or rows. Select the required rows or the whole table, right-click the selected area and choose **Distribute Rows Evenly**. + +![](../../../images/eurd-web-table-control-distribute-rows-evenly.png) + +If the cell's content is partially visible in the resulting row, this row automatically increases its height to fit its content and also adjusts the other rows accordingly. + +You can resize columns equally in a similar way by selecting the columns or the table itself and choosing **Distribute Columns Evenly** in the context menu. + +![](../../../images/eurd-web-table-control-distribute-columns-evenly.png) + +## Reorder Table Rows and Cells + +You can change the order of table rows and cells. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md), select a row or cell and drag it to a new position. + +![](../../../images/eurd-web-reorder-table-rows.gif) + +The Report Explorer highlights the possible drop targets when you drag an element over them. + +> [!NOTE] +> You can move table rows and cells only within the same parent control. + +## Stretch Table Cells + +You can stretch a cell to occupy several rows and columns. + +- Stretch a cell across several columns + Press DELETE or select the **Delete Cell** command in the **Action** category to remove a neighboring cell. + + ![](../../../images/eurd-web-table-control-cell-column-span.png) + +- Stretch a cell across several rows + Use a table cell's **Row Span** property to specify the number of rows the table cell spans. + + ![](../../../images/eurd-web-table-control-cell-rows-span.png) + + > [!NOTE] + > For the **RowSpan** property to work properly, the spanned cells should have the same width. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/table-overview.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/table-overview.md new file mode 100644 index 0000000000..71dc0b4ba1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/use-tables/table-overview.md @@ -0,0 +1,41 @@ +--- +title: Table Overview +author: Anna Vekhina +--- +# Table Overview + +The **Table** control displays information in a tabular format and allows you to create [table reports](../../create-reports/table-reports.md). + +You can add a table control by dragging the **Table** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. + +![](../../../images/eurd-web-drop-table-from-toolbox.png) + +The table control contains one or more rows. Each row contains one or more cells. See the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) for a table structure example. + +![](../../../images/eurd-web-table-structure-in-report-explorer.png) + +You can double-click the cell to invoke its in-place editor and type the desired static text. + +![](../../../images/eurd-web-table-cell-static-text.png) + +You can adjust the font size of a cell's static text to fit into the cell's boundaries. Use the **Fit Text to Bounds** command from the cell's context menu. + +![](../../../images/eurd-web-table-cell-fit-text-to-bounds.png) + +Refer to [Bind Table Cells to Data](bind-table-cells-to-data.md) to learn about providing dynamic content to table cells. + +A table cell is like an [Label](../use-basic-report-controls/label.md) control - it provides the same options for text formatting, alignment, appearance, interactivity, etc. + +You can change the line spacing in a table cell. For this, set the **Line Spacing** property to the desired value. The image shows the difference between spacing: + +![eurd-label-line-spacing](../../../images/eurd-label-line-spacing.png) + +You can also make a table cell act as a container for other report controls by dropping the required control from the toolbox on this cell. + +![](../../../images/eurd-web-drop-check-box-onto-table-cell.png) + +If a table cell includes only one control, you can right-click this control and use the **Fit Bounds to Container** command in the context menu. This command resizes the control so that it occupies all the available cell space (excluding borders). + +![](../../../images/eurd-web-fit-bounds-to-container.png) + +You can assign different [visual styles](../../customize-appearance/report-visual-styles.md) for even and odd table rows to improve readability. \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/validate-report-data-bindings.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/validate-report-data-bindings.md new file mode 100644 index 0000000000..f23fdf96bf --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-elements/validate-report-data-bindings.md @@ -0,0 +1,11 @@ +--- +title: Validate Report Data Bindings +author: Anna Vekhina +--- +# Validate Report Data Bindings + +After you assign a new data source to a loaded report, the report tries to automatically resolve all data bindings. You can check which the field names of your data source do not coincide with the report controls' bindings. + +To do this, click the [Main Toolbar](../report-designer-tools/toolbar.md)'s **Validate Bindings** command. Report controls with invalid bindings are marked with the ![](../../images/eurd-web-invalid-report-control-bindings-icon.png) icon in the [Design surface](../report-designer-tools/design-surface.md). + +![](../../images/eurd-web-validation-bindings.png) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters.md new file mode 100644 index 0000000000..08964c6e6d --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters.md @@ -0,0 +1,58 @@ +--- +title: Use Report Parameters +author: Sergey Andreev +--- + +# Use Report Parameters + +Report parameters allow you to filter report data dynamically. + +![Report parameters example](../images/eurd-web-report-parameters-example.gif) + +## Supported Features/Capabilities + +* Built-in parameter types (String, Date, Number, Boolean, and GUID) + + ![Built-in parameter types](../images/eurd-web-built-in-parameter-types.png) + +* [Multi-value parameters](use-report-parameters/multi-value-report-parameters.md) (filter report data against multiple criteria) + + ![Multi-value report parameters](../images/eurd-web-parameter-editor-multiple-values.png) + +* [Cascading parameters](use-report-parameters/cascading-report-parameters.md) (filter a parameter’s value list against selections made in a different parameter) + + ![Cascading report parameters](../images/eurd-web-cascading-parameter-result.png) + +* [Date-range parameters](use-report-parameters/date-range-report-parameters.md) (filter report data against a specified time period) + + ![Date-range report parameters](../images/eurd-web-date-range-report-parameters.png) + +* [Static parameter values](use-report-parameters/report-parameters-with-predefined-static-values.md) (create pre-defined (static) parameter value lists) + + ![Static parameter values](../images/eurd-web-static-parameter-values.png) + +* [Dynamic parameter values](use-report-parameters/report-parameters-with-predefined-dynamic-values.md) (load parameter values from a data source dynamically) + + ![Dynamic parameter values](../images/eurd-web-dynamic-parameter-values.png) + +Refer to the following documentation section for more details: [Create a Report Parameter](use-report-parameters/create-a-report-parameter.md). + +## Reference Report Parameters + +Once you [create](use-report-parameters/create-a-report-parameter.md) a parameter, you can reference it in your report’s [filter string](shape-report-data/filter-data/filter-data-at-the-report-level.md) to filter underlying report data. + +![Reference parameter in report filter string](../images/eurd-web-reference-parameter-in-report-filter-string.png) + +You can also reference the parameter in a report control’s [expression](use-expressions.md) or its **Text** property. + +![Reference report parameter in a control's expression](../images/eurd-web-report-parameters-reference-in-expression.png) + +When used in this manner, you can filter data displayed within an individual report control (such as [Label](use-report-elements/use-basic-report-controls/label.md)) conditionally. + +You can also bind data source parameters to report parameters and filter data at the data source level. Refer to the following help topic for more information: [Reference Report Parameters](use-report-parameters/reference-report-parameters.md). + +## Specify Parameter Values + +Available report parameters appear within a report’s **Print Preview** window (inside the [Parameters panel](use-report-parameters/parameters-panel.md)). Use this panel to specify desired parameter values: + +![Specify parameter values in the Parameters Panel](../images/eurd-web-parameters-panel.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/cascading-report-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/cascading-report-parameters.md new file mode 100644 index 0000000000..294b9b09ad --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/cascading-report-parameters.md @@ -0,0 +1,36 @@ +--- +title: 'Cascading Report Parameters' +author: Sergey Andreev +--- + +# Cascading Report Parameters + +You can create cascading parameters to filter a list of predefined parameter values based on values in another parameter. + +![Cascading parameters example](../../images/eurd-web-cascading-parameter-result.png) + +> [!TIP] +> Refer to the following topics for information on how to create a list of predefined parameter values: +> * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) +> * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) + +Follow the steps below to create cascading parameters in the [Report Designer](../first-look-at-the-report-designer.md): + +1. [Create a report parameter](create-a-report-parameter.md) you want to use to filter values of another parameter. + + ![Create category parameter](../../images/create-category-cascading-parameter.png) + +2. Create a report parameter whose values you want to filter. Click the **Filter String** property's ellipsis button in the **Add New Parameter** dialog and specify a filter string that references the parameter you created in the first step. + + ![Create products parameter](../../images/eurd-web-cascading-parameter-filterstring.png) + + > [!NOTE] + > In a filter string for a parameter's look-up values, you can reference only those parameters that you created before the parameter whose look-up values you want to filter. You can use the **Report Parameters Editor** to change the order in which you created the parameters. To invoke the editor, right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Edit Parameters**. + +3. In the report's smart tag, click the **Filter String** property's ellipsis button. In the invoked **FilterString Editor**, specify an expression that uses both parameters to filter report data: + + ![Create a filter condition for a report](../../images/eurd-web-cascading-parameter-report-filterstring.png) + +The following image illustrates cascading parameters where the **Product** parameter values are filtered by the selected **Category**. + +![Cascading parameters example](../../images/eurd-web-cascading-parameter-result.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/create-a-report-parameter.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/create-a-report-parameter.md new file mode 100644 index 0000000000..20148d4d84 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/create-a-report-parameter.md @@ -0,0 +1,119 @@ +--- +title: Create a Report Parameter +author: Sergey Andreev +--- + +# Create a Report Parameter + +This topic demonstrates how to create a report parameter in the [Report Designer](../first-look-at-the-report-designer.md). The topic also describes the [options](#parameter-options) you can specify for a report parameter. + +## Create a Report Parameter in the Report Designer + +In the **Report Designer**, you can create a parameter from the [Field List](../report-designer-tools/ui-panels/field-list.md) and [Properties panel](../report-designer-tools/ui-panels/properties-panel.md). The created parameter appears in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. + +![A parameter in the Field List](../../images/field-list-parameters-section.png) + +### Create From the Field List + +Click the plus button in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. + +![Create a parameter from the Field List](../../images/field-list-add-parameter.png) + +Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. + +![Add New Parameter dialog](../../images/add-new-parameter-dialog.png) + +### Create From the Properties Panel + +Select a report, navigate to the [Properties panel](../report-designer-tools/ui-panels/properties-panel.md) *Data* section, and click the plus button right to the *Parameters* node. + +![Create a parameter from the Properties panel](../../images/property-grid-add-parameter.png) + +Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. + +![Add New Parameter dialog](../../images/add-new-parameter-dialog.png) + +## Parameter Options + +### Name + +The name by which you can [reference a parameter in a report](reference-report-parameters.md). Note that report parameters should have unique names. + +### Description + +A parameter description that appears on a report's **Print Preview** in the [Parameters panel](parameters-panel.md). + +![Parameter description](../../images/parameter-description.png) + +### Visible + +Specifies whether a parameter is visible in the [Parameters panel](parameters-panel.md). + +You can assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that shows/hides a parameter based on a value of another parameter. + +![Specify an expression for the Visible option](../../images/specify-expression-for-visible-option.png) + +### Enabled + +Specifies whether a parameter editor is enabled or disabled in the [Parameters panel](parameters-panel.md). You can set this option to **No** to make a parameter's [default value](#default-value) read-only. + +![Disabled parameter editor](../../images/disabled-parameter-editor.png) + +You can also assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that enables/disables a parameter's editor based on a value of another parameter. + +![Specify an expression for the Enabled option](../../images/specify-expression-for-enabled-option.png) + +### Type + +The type of parameter values. The following types are available: + +* String; +* Date and Time; +* Date; +* Time; +* Number (16-bit integer); +* Number (32-bit integer); +* Number (64-bit integer); +* Number (floating point); +* Number (double-precision floating point); +* Number (decimal); +* Boolean; +* GUID (Globally Unique Identifier). + +### Default Value + +A parameter's default value. This value is displayed in the [Parameters panel](parameters-panel.md) when you open a report's **Print Preview**. + +You can specify an [expression](../use-expressions.md) for this option. For example, set this option to **Now()** to use the current date as a date parameter's default value. + +![Specify an expression for a parameter's Default Value option](../../images/specify-expression-for-parameter-default-value.png) + +> [!NOTE] +> You can use only [constants](../use-expressions/expression-language.md#constants), [operators](../use-expressions/expression-language.md#operators), and date-time / logical / math / string [functions](../use-expressions/expression-language.md#functions) in an expression for a parameter's default value. + +### Allow Null Value + +When the **Allow Null Value** option is enabled, you can leave the parameter's value unspecified. + +![Allow Null Value option](../../images/parameter-editor-null-value.png) + +### Allow Multiple Values + +When the **Allow Multiple Values** option is enabled, you can specify multiple values for a report parameter. + +![Allow Multiple Values option](../../images/eurd-web-parameter-editor-multiple-values.png) + +### Select All Values + +Enable the **Select All Values** option to use all elements from a [custom set of values](#value-source) as a parameter's [default value](#default-value). + +> [!NOTE] +> You can specify the **Select All Values** option only when the **Allow Multiple Values** option is enabled. + +### Value Source + +Use the **Value Source** option to specify a custom set of values a parameter can accept. You can create a static list of values, load values from a data source, or specify a date range. Refer to the following topics for more details: + +* [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) +* [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) +* [Date Range Report Parameters](date-range-report-parameters.md) diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/date-range-report-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/date-range-report-parameters.md new file mode 100644 index 0000000000..fcaf04f2b4 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/date-range-report-parameters.md @@ -0,0 +1,33 @@ +--- +title: Range Report Parameters +author: Sergey Andreev +--- +# Range Report Parameters + +This topic describes how to create date and time range parameters and filter a report's data by the specified dates. + +![A date range parameter's editor in Preview](../../images/eurd-web-date-ranges-parameters-panel.png) + +## Create a Range Parameter in the Report Designer + +Follow the steps below to add a range parameter to a report in the [Report Designer](../first-look-at-the-report-designer.md): + +1. [Create a report parameter](create-a-report-parameter.md) of the **Date & Time**, **Date** or **Time** type and set its **Value Source** option to **Range Parameters**. The **Start Parameter** and **End Parameter** sections appear, and you can configure options in these sections to create a date or time range. + + ![add-parameter-dialog](../../images/use-date-ranges-design-add-param-dialog.png) + +2. Set the name and initial value for the **Start Parameter** and **End Parameter**. To specify an [expression](../use-expressions.md) instead of a static value, click the **Value** option's ellipsis button and use the **Expression Editor** dialog. + + ![value-expression](../../images/use-date-ranges-design-value-expression.png) + +After you create a range parameter, you can reference the names of the **Start Parameter** and **End Parameter** in the report's filter string to [filter the report's data](../shape-report-data/filter-data/filter-data-at-the-report-level.md) by the created date or time range. Select the report, click the **FilterString**'s ellipsis button in the **Properties window**, and construct a filter condition in the invoked **FilterString Editor**. + +![filterstring](../../images/eurd-web-date-ranges-filterstring.png) + +When you switch to the report's **Print Preview** tab, the [Parameters panel](parameters-panel.md) displays the date range parameter. After you submit a start and end date, the report document shows filtered data. + +![A date range parameter's editor in Preview](../../images/eurd-web-date-ranges-parameters-panel.png) + +The start and end parameter values store the selected day's midnight time. For instance, if you choose _10/15/2019_, the *DateTime* value is _10/15/2019 12:00:00 AM_. If your date fields include non-midnight times, records for the end date _10/15/2019_ are excluded from the report. To include data for the 10/15/2019 date, use the **GetDate()** function in the **FilterString Editor**. + +![Filter String - GetDate](../../images/eurd-web-date-ranges-filterstring-getdate.png) \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/multi-value-report-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/multi-value-report-parameters.md new file mode 100644 index 0000000000..4c2ae3bda7 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/multi-value-report-parameters.md @@ -0,0 +1,87 @@ +--- +title: Multi-Value Report Parameters +author: Sergey Andreev +--- + +# Multi-Value Report Parameters + +This document describes how to create a multi-value parameter and use this parameter to [filter report data](../shape-report-data/filter-data.md). + +![multi-value-parameters-preview](../../images/eurd-web-multi-value-parameters-preview.png) + +> [!TIP] +> Refer to this help article for information on how to use multi-value parameters in an SQL query: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md#pass-a-multi-value-parameter-value-to-a-query). + +## Create a Multi-Value Parameter in the Report Designer + +Follow the steps below to create a multi-value parameter in the [Report Designer](../first-look-at-the-report-designer.md): + +1. [Create a report parameter](create-a-report-parameter.md) and enable the **Allow multiple values** option. + + ![Enable the Allow multiple values option](../../images/enable-allow-multiple-value-option.png) + +1. Specify a list of predefined values for the parameter. You can create a static list of values or load values from a data source. Refer to the following topics for instructions on how to do it: + + * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) + * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) + +## Filter a Report's Data by a Multi-Value Parameter + +To filter a report's data by a multi-value parameter, use the **Is any of** operator for this parameter in the report's [filter string](../shape-report-data/filter-data/filter-data-at-the-report-level.md): + +![parameters-multi-value-filter-string](../../images/eurd-web-parameters-multi-value-filter-string.png) + +## Specify Default Values for a Multi-Value Parameter + +A multi-value parameter's default values are selected automatically when you open a report's **Print Preview**: + +![Specify default values for a multi-value parameter](../../images/eurd-web-parameters-multi-value-preselect-values.png) + +Use one of the following methods to specify default values: + +* Click the *Add* button right to the **Value** option and specify a value in a new editor. + + ![Specify default values for a multi-value parameter](../../images/parameters-multi-value-preselect-values-specify.png) + +* Enable the **Select all values** property to populate the parameter value with all items from the parameter's value source (static or dynamic). + + ![Select all values as defaults for a multi-value parameter](../../images/multi-value-parameters-select-all.png) + +> [!TIP] +> Disable a report's **Request Parameters** property to avoid the **Waiting for parameter values** message on the report's **Print Preview** and display the report with default parameter values. + +> [!NOTE] +> Ensure that the type of default values match the parameter type when you specify these values for the parameter. + +## Create an Optional Multi-Value Parameter + +Optional parameters allow you to filter report data only if parameter values are specified. Otherwise, if parameter values are not set, the parameter is ignored. + +![Create an optional multi-value parameter](../../images/eurd-web-parameters-multi-value-optional.png) + +Do the following to make a multi-value parameter optional. + +1. Create a multi-value report parameter and specify its **Allow null value**, **Value**, and **Select all values** options as shown below: + + ![parameters-multi-value-optional-settings](../../images/parameters-multi-value-optional-settings.png) + + | Option | Value | + | --- | --- | + | **Allow null value** | **true** | + | **Value** | Not specified | + | **Select all values** | **false** | + +2. Disable the report's **Request Parameters** property. + + ![report-requestparameters-disable](../../images/eurd-web-report-requestparameters-disable.png) + +3. Assign the following filter condition to the report's filter string: + + ``` + ?category Is Null or [Category ID] In (?category) + ``` + + ![parameters-multi-value-empty-value](../../images/eurd-web-parameters-multi-value-empty-value.png) + + > [!TIP] + > You can also use the filter string shown above to filter report data at the data source level. Refer to this help article for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/parameters-panel.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/parameters-panel.md new file mode 100644 index 0000000000..2184427ac1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/parameters-panel.md @@ -0,0 +1,108 @@ +--- +title: The Parameters Panel +author: Eugene Polevikov +--- + +# The Parameters Panel + +The **Parameters** panel allows you to specify parameter values in a report's **Print Preview**. + +![Use the Parameters panel to specify parameter values](../../images/eurd-web-parameters-panel.png) + +## Submit Parameter Values + +When you open a report's **Print Preview**, the **Parameters** panel displays default parameter values and descriptions. + +![Parameters panel, "Waiting for parameter values" message](../../images/parameters-panel-waiting-for-parameter-values-message.png) + +Specify parameter values and click **Submit** to generate the report's **Print Preview**. Set the report's **RequestParameters** property to **false** to display a report document for the default parameter values when you open the **Print Preview**. + +## Reset Parameter Values to Defaults + +Click the **Reset** button to reset parameter values to defaults. + +![Reset parameter values to defaults](../../images/parameters-panel-reset-values-to-defaults.png) + +## Hide the Parameters Panel + +To remove the **Parameters** panel from a report's **Print Preview**, disable the **Visible** option for all report parameters in the **Report Parameters Editor**. + +![Hide a parameter from the Parameters panel](../../images/hide-parameter-from-parameters-panel.png) + +When you hide the **Parameters** panel, the report's **Print Preview** is generated with the default parameter values. + +## Customize the Parameters Panel + +You can unite report parameters into expandable groups, place parameters side-by-side, add separators, and more. + +| Default panel | Customized panel | +| ----------- | ----------- | +| ![](../../images/default-parameters-panel-1.png) | ![](../../images/customized-parameters-panel-1.png) | + +### Use the Report Parameters Editor + +Select the **Parameters** item in the **Field List** and click the **Edit parameters** button. + +![](../../images/invoke-report-parameters-editor.png) + +This action invokes the **Report Parameters Editor**. + +![](../../images/edit-parameters-window.png) + +Use the menu on the left to create and customize parameters, groups, and separators. + +#### Customize a Parameter + +Specify the **Orientation** property to choose the position of a parameter label relative to an editor. + +![](../../images/specify-label-orientation.png) + +| Label orientation = Horizontal (Default) | Label orientation = Vertical | +| ----------- | ----------- | +| ![](../../images/label-orientation-horizontal.png) | ![](../../images/label-orientation-vertical.png) | + +#### Create and Customize a Group + +Click the **Add group** button to create a new group. + +![](../../images/report-parameters-editor-create-new-group.png) + +Use the **Up** and **Down** buttons to change the order of parameters and groups, and place parameters inside or outside a group. + +![](../../images/report-parameters-editor-setup-elements-order.png) + +You can also drag-and-drop parameters and groups inside the menu to achieve the same result. + +![](../../images/report-parameters-editor-drag-and-drop-elements-in-menu.png) + +To customize a group, select it and use its editors on the right to set up the group appearance. The following example unites the **customerName** and **companyName** parameters into a group called **Select a customer**. + +![](../../images/report-parameters-editor-group-customization-options.png) + +| Default panel | Panel with a group | +| ----------- | ----------- | +| ![](../../images/default-parameters-panel-1.png) | ![](../../images/customized-parameters-panel-2.png) | + +Besides a title, you can also specify the following properties to customize the group appearance: + +* Orientation (specifies whether to place parameters inside the group vertically or horizontally). +* Show title +* Show borders +* Show expand/collapse button +* Expanded + +#### Add a Separator + +Click the **Add separator** button to create a separator. + +![](../../images/report-parameters-editor-create-separator.png) + +Similar to parameters and groups, you can use the **Up** and **Down** buttons or drag-and-drop separators inside the menu to specify the location for these separators relative to other elements. + +![](../../images/report-parameters-editor-specify-location-for-separator.png) + +The example below shows the **Parameters** panel with a separator between the **Company Name** and **Customer Name** parameters. + +| Default panel | Panel with a separator | +| ----------- | ----------- | +| ![](../../images/default-parameters-panel-3.png) | ![](../../images/customized-parameters-panel-3.png) | \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/reference-report-parameters.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/reference-report-parameters.md new file mode 100644 index 0000000000..999c6fa5b1 --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/reference-report-parameters.md @@ -0,0 +1,64 @@ +--- +title: Reference Report Parameters +author: Eugene Polevikov +--- + +# Reference Report Parameters + +After you [create a report parameter](create-a-report-parameter.md), you can reference this parameter in the [report's filter string](#reference-in-a-reports-filter-string), [in expressions](#reference-in-expressions), and [in a control's Text property](#reference-in-a-controls-text-property). You can also bind control and data source parameters to report parameters. Refer to the sections below for more details. + +## Reference in a Report's Filter String + +You can reference a report parameter in the report's filter string. This allows you to conditionally filter the report's data loaded from a data source. + +![reference parameter in report filter string](../../images/reference-parameter-in-report-filter-string.png) + +> [!TIP] +> When you use a report's filter string to filter data, all the data is loaded from a data source before the filter is applied. If you use a large dataset, filter data at the data source level. Refer to the following topic for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). + +## Reference in Expressions + +You can reference a report parameter in [expressions](../use-expressions.md) of [controls](../use-report-elements/use-basic-report-controls.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md). + +![Reference report parameters in expressions](../../images/report-parameters-reference-in-expression.png) + +This allows you to conditionally change the data a control or calculated field displays. + +You can use the [Field List](../report-designer-tools/ui-panels/field-list.md) to create an [Label](../use-report-elements/use-basic-report-controls/label.md) control that displays only a parameter value. To do this, drag the parameter from the **Field List** and drop it onto the report's band. + +![Drag and drop a report parameter](../../images/reference-parameter-drag-and-drop.png) + +You can also use parameters in expressions to specify the visibility of a report's bands or conditionally change a control's appearance. Refer to the following topics for more information: + +* [Conditionally Change a Band's Visibility](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md) +* [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) + +## Reference in a Control's Text Property + +You can use a report parameter in a control's **Text** property. + +![Reference a parameter in a control's Text property (Designer)](../../images/report-parameters-reference-in-text-property.png) + +This allows you to create a placeholder (embedded field) that is substituted by a parameter value. + +![Reference a parameter in a control's Text property (Preview)](../../images/report-parameters-reference-in-text-preview.png) + +Refer to the following topic for information on embedded fields: [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). + +## Bind Control Parameters to Report Parameters + +You can create parameters for the [CrossTab](../create-reports/cross-tab-reports.md) and [Chart](../use-report-elements/use-charts/use-charts-in-reports.md) controls and bind these parameters to report parameters. This allows you to conditionally filter data at the control level. Refer to the following topic for details on how to filter data for the **Сhart** control: [Use Charts to Visualize Grouped Data](../use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md). + +You can also specify a parameter for the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control and bind this parameter to report parameters. This allows you to pass parameter values from the main report to the subreport and conditionally change the subreport's data and appearance. + +## Bind Data Source Parameters to Report Parameters + +You can create parameters for data sources and bind them to report parameters. The table below contains information about which tasks this allows you to solve, a data source for which the task can be solved, and links to documentation sections you can reference for details. + +| Task | Data Source | Documentation | +| --- | --- | --- | +| **Filter data at the data source level** | SQL Data Source | [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) | +| **Pass report parameters to a stored procedure** | SQL Data Source | [Specify Query Parameters](../bind-to-data/specify-query-parameters.md) | +| **Pass report parameters to a method that loads data** | Object Data Source | [Bind a Report to an Object Data Source](../bind-to-data/bind-a-report-to-an-object-data-source.md) | + +When you bind a report to the JSON Data Source, you can specify a URI from which a JSON file should be loaded. You can bind path parameters, query parameters, and header parameters to report parameters to conditionally configure HTTP requests to the web service endpoint. Refer to the following topic for details: [Bind a Report to JSON Data](../bind-to-data/bind-a-report-to-json-data.md). \ No newline at end of file diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md new file mode 100644 index 0000000000..dc66cf863a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md @@ -0,0 +1,32 @@ +--- +title: Report Parameters with Predefined Dynamic Values +author: Sergey Andreev +--- + +# Report Parameters with Predefined Dynamic Values + +You can create a report parameter that uses a list of values from a data source. + +![Create a report parameter with dynamic values](../../images/eurd-web-dynamic-parameter-values.png) + +When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). + +![Create a report parameter with dynamic values](../../images/report-parameters-dynamic-values-preview.png) + +## Create a List of Predefined Values in the Report Designer + +Follow the steps below to create a parameter with a list of dynamic values in the [Report Designer](../first-look-at-the-report-designer.md): + +1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). +2. Set the parameter's **Value Source** option to **Dynamic List**. Additional fields appear in the **Add New Parameter** dialog and allow you to specify a data source for parameter values. + + ![Specify dynamic values for a report parameter](../../images/parameter-specify-dynamic-values.png) + +3. Specify the **Data Source**, **Data Adapter** (for a **DataSet** only), and **Data Member** options. **Value Member** defines a data field that supplies values to the parameter. **Display Member** defines a data field that stores value descriptions displayed in the [Parameters panel](parameters-panel.md). + + ![Specify parameter options for a parameter with dynamic values](../../images/report-parameters-dynamic-values16951.png) + + > [!NOTE] + > The data member's value type should match the specified parameter **Type**. + + Use the **Filter String** property to filter parameter values or implement [cascading parameters](cascading-report-parameters.md). Specify the **Sort Order** and **Sort Member** properties to sort parameter values in the [Parameters panel](parameters-panel.md)'s editor. diff --git a/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md new file mode 100644 index 0000000000..3277f4860a --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md @@ -0,0 +1,25 @@ +--- +title: Report Parameters with Predefined Static Values +author: Sergey Andreev +--- + +# Report Parameters with Predefined Static Values + +You can create a list of predefined values for a report parameter. + +![Create a report parameter with predefined static values](../../images/eurd-web-static-parameter-values.png) + +When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). + +![Create a report parameter with predefined static values - Preview](../../images/report-parameter-with-predefined-static-values-preview.png) + +## Create a List of Predefined Values in the Report Designer + +Follow the steps below to create a parameter with a list of predefined static values in the [Report Designer](../first-look-at-the-report-designer.md): + +1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). +2. Set the parameter's **Value Source** option to **Static List**. A grid appears in the **Add New Parameter** dialog and allows you to specify a list of static parameter values. + + ![Specify static values for a report parameter](../../images/parameter-specify-static-values.png) + + Each value should have a description. This description is displayed in the [Parameters panel](parameters-panel.md). diff --git a/reporting-for-web/articles/report-designer/use-report-scripts.md b/eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-scripts.md similarity index 100% rename from reporting-for-web/articles/report-designer/use-report-scripts.md rename to eud-for-devexpress-reports/reporting-for-web/report-designer/use-report-scripts.md diff --git a/eud-for-devexpress-reports/reporting-for-web/toc.yml b/eud-for-devexpress-reports/reporting-for-web/toc.yml new file mode 100644 index 0000000000..30df46b9cb --- /dev/null +++ b/eud-for-devexpress-reports/reporting-for-web/toc.yml @@ -0,0 +1,535 @@ +items: +- name: Document Viewer + href: document-viewer.md + items: + - name: Viewing and Navigating + items: + - name: Navigate Between Pages + href: document-viewer/viewing-and-navigating/navigate-between-pages.md + - name: Navigate Using Bookmarks + href: document-viewer/viewing-and-navigating/navigate-using-bookmarks.md + - name: Search for a Specific Text + href: document-viewer/viewing-and-navigating/search-for-a-specific-text.md + - name: Switch Display Mode + href: document-viewer/viewing-and-navigating/switch-display-mode.md + - name: Zooming + href: document-viewer/viewing-and-navigating/zooming.md + - name: Content Editing + href: document-viewer/content-editing.md + - name: Passing Parameter Values + href: document-viewer/passing-parameter-values.md + - name: Printing + href: document-viewer/printing.md + - name: Exporting + items: + - name: Export a Document + href: document-viewer/exporting/export-a-document.md + - name: CSV-Specific Export Options + href: document-viewer/exporting/csv-specific-export-options.md + - name: HTML-Specific Export Options + href: document-viewer/exporting/html-specific-export-options.md + - name: Image-Specific Export Options + href: document-viewer/exporting/image-specific-export-options.md + - name: MHT-Specific Export Options + href: document-viewer/exporting/mht-specific-export-options.md + - name: PDF-Specific Export Options + href: document-viewer/exporting/pdf-specific-export-options.md + - name: RTF-Specific Export Options + href: document-viewer/exporting/rtf-specific-export-options.md + - name: Text-Specific Export Options + href: document-viewer/exporting/text-specific-export-options.md + - name: XLS-Specific Export Options + href: document-viewer/exporting/xls-specific-export-options.md + - name: XLSX-Specific Export Options + href: document-viewer/exporting/xlsx-specific-export-options.md + - name: DOCX-Specific Export Options + href: document-viewer/exporting/docx-specific-export-options.md +- name: Report Designer + href: report-designer.md + items: + - name: First Look at the Report Designer + href: report-designer/first-look-at-the-report-designer.md + - name: Add New Reports + href: report-designer/add-new-reports.md + - name: Open Reports + href: report-designer/open-reports.md + - name: Save Reports + href: report-designer/save-reports.md + - name: Introduction to Banded Reports + href: report-designer/introduction-to-banded-reports.md + - name: Bind to Data + href: report-designer/bind-to-data.md + items: + - name: Bind a Report to a Database + href: report-designer/bind-to-data/bind-a-report-to-a-database.md + - name: Specify Query Parameters + href: report-designer/bind-to-data/specify-query-parameters.md + - name: Bind a Report to JSON Data + href: report-designer/bind-to-data/bind-a-report-to-json-data.md + - name: Bind a Report to an Object Data Source + href: report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md + - name: Bind a Report to a Join-Based Federated Data Source + href: report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md + - name: Bind a Report to a Union-Based Federated Data Source + href: report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md + - name: Bind a Report to a Transformation-Based Data Source + href: report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md + - name: Bind a Report to a Federated Master-Detail Data Source + href: report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md + - name: Create Reports + href: report-designer/create-reports.md + items: + - name: Table Reports + href: report-designer/create-reports/table-reports.md + - name: Vertical Reports + href: report-designer/create-reports/vertical-reports.md + - name: Letters + href: report-designer/create-reports/letters.md + - name: Master-Detail Report with Detail Report Bands + href: report-designer/create-reports/master-detail-reports-with-detail-report-bands.md + - name: Master-Detail Report with Subreports + href: report-designer/create-reports/master-detail-reports-with-subreports.md + - name: Hierarchical Report + href: report-designer/create-reports/hierarchical-reports.md + - name: Invoices + href: report-designer/create-reports/invoices.md + - name: Cross-Tab Reports + href: report-designer/create-reports/cross-tab-reports.md + - name: Labels and Badges + href: report-designer/create-reports/labels-and-badges.md + - name: Multi-Column Reports + href: report-designer/create-reports/multi-column-reports.md + - name: Interactive E-Forms + href: report-designer/create-reports/interactive-e-forms.md + - name: Reports with Cross-Band Content and Populated Empty Space + href: report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md + - name: Reports Merged with PDF + href: report-designer/create-reports/reports-merged-with-pdf.md + - name: Reports with Embedded PDF Content + href: report-designer/create-reports/reports-with-embedded-pdf-content.md + - name: Reports with Visual PDF Signature + href: report-designer/create-reports/reports-with-visual-pdf-signature.md + - name: Configure Design Settings + href: report-designer/configure-design-settings.md + items: + - name: Change Report Measurement Units + href: report-designer/configure-design-settings/change-a-report-measurement-units.md + - name: Change Report Page Settings + href: report-designer/configure-design-settings/change-a-report-page-settings.md + - name: Enable the Right-To-Left Layout + href: report-designer/configure-design-settings/enable-the-right-to-left-layout.md + - name: Use Report Elements + href: report-designer/use-report-elements.md + items: + - name: Manipulate Report Elements + href: report-designer/use-report-elements/manipulate-report-elements.md + items: + - name: Add Controls to a Report + href: report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md + - name: Bind Report Controls to Data + href: report-designer/use-report-elements/bind-controls-to-data.md + - name: Use Embedded Fields (Mail Merge) + href: report-designer/use-report-elements/use-embedded-fields-mail-merge.md + - name: Validate Report Data Bindings + href: report-designer/use-report-elements/validate-report-data-bindings.md + - name: Select Report Elements and Access Their Settings + href: report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md + - name: Move and Resize Report Elements + href: report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md + - name: Apply Styles to Report Elements + href: report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md + - name: Copy Report Controls + href: report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md + - name: Arrange Report Controls + href: report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md + - name: Add Report Controls to Containers + href: report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md + - name: Validate the Report Layout + href: report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md + - name: Use Basic Report Controls + href: report-designer/use-report-elements/use-basic-report-controls.md + items: + - name: Label + href: report-designer/use-report-elements/use-basic-report-controls/label.md + - name: Character Comb + href: report-designer/use-report-elements/use-basic-report-controls/character-comb.md + - name: Rich Text + href: report-designer/use-report-elements/use-basic-report-controls/rich-text.md + - name: Check Box + href: report-designer/use-report-elements/use-basic-report-controls/check-box.md + - name: Picture Box + href: report-designer/use-report-elements/use-basic-report-controls/picture-box.md + - name: Subreport + href: report-designer/use-report-elements/use-basic-report-controls/subreport.md + - name: Panel + href: report-designer/use-report-elements/use-basic-report-controls/panel.md + - name: Page Break + href: report-designer/use-report-elements/use-basic-report-controls/page-break.md + - name: Table of Contents + href: report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md + - name: Page Info + href: report-designer/use-report-elements/use-basic-report-controls/page-info.md + - name: PDF Content + href: report-designer/use-report-elements/use-basic-report-controls/pdf-content.md + - name: PDF Signature + href: report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md + - name: Use Tables + href: report-designer/use-report-elements/use-tables.md + items: + - name: Table Overview + href: report-designer/use-report-elements/use-tables/table-overview.md + - name: Bind Table Cells to Data + href: report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md + - name: Manage Table Structure + href: report-designer/use-report-elements/use-tables/manage-table-structure.md + - name: Manipulate Table Elements + href: report-designer/use-report-elements/use-tables/manipulate-table-elements.md + - name: Hide Table Cells + href: report-designer/use-report-elements/use-tables/hide-table-cells.md + - name: Use Barcodes + href: report-designer/use-report-elements/use-bar-codes.md + items: + - name: Add Barcodes to a Report + href: report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md + - name: Barcode Recognition Specifics + href: report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md + - name: Aztec Code + href: report-designer/use-report-elements/use-bar-codes/aztec-code.md + - name: Codabar + href: report-designer/use-report-elements/use-bar-codes/codabar.md + - name: Code 11 (USD-8) + href: report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md + - name: Code 128 + href: report-designer/use-report-elements/use-bar-codes/code-128.md + - name: Code 39 (USD-3) + href: report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md + - name: Code 39 Extended + href: report-designer/use-report-elements/use-bar-codes/code-39-extended.md + - name: Code 93 + href: report-designer/use-report-elements/use-bar-codes/code-93.md + - name: Code 93 Extended + href: report-designer/use-report-elements/use-bar-codes/code-93-extended.md + - name: Deutsche Post Leitcode + href: report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md + - name: Deutsche Post Identcode + href: report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md + - name: EAN 13 + href: report-designer/use-report-elements/use-bar-codes/ean-13.md + - name: EAN 8 + href: report-designer/use-report-elements/use-bar-codes/ean-8.md + - name: ECC200 - Data Matrix + href: report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md + - name: GS1 - DataBar + href: report-designer/use-report-elements/use-bar-codes/gs1-databar.md + - name: GS1- Data Matrix + href: report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md + - name: GS1-128 - EAN-128 (UCC) + href: report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md + - name: Industrial 2 of 5 + href: report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md + - name: Intelligent Mail + href: report-designer/use-report-elements/use-bar-codes/intelligent-mail.md + - name: Intelligent Mail Package + href: report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md + - name: Interleaved 2 of 5 + href: report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md + - name: Matrix 2 of 5 + href: report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md + - name: MSI - Plessey + href: report-designer/use-report-elements/use-bar-codes/msi-plessey.md + - name: PDF417 + href: report-designer/use-report-elements/use-bar-codes/pdf417.md + - name: Pharmacode + href: report-designer/use-report-elements/use-bar-codes/pharmacode.md + - name: PostNet + href: report-designer/use-report-elements/use-bar-codes/postnet.md + - name: QR Code + href: report-designer/use-report-elements/use-bar-codes/qr-code.md + - name: Micro QR Code + href: report-designer/use-report-elements/use-bar-codes/micro-qr-code.md + - name: GS1 QR Code + href: report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md + - name: EPC QR Code + href: report-designer/use-report-elements/use-bar-codes/epc-qr-code.md + - name: SSCC (Serial Shipping Container Code) + href: report-designer/use-report-elements/use-bar-codes/sscc.md + - name: UPC Shipping Container Symbol (ITF-14) + href: report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md + - name: UPC Supplemental 2 + href: report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md + - name: UPC Supplemental 5 + href: report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md + - name: UPC-A + href: report-designer/use-report-elements/use-bar-codes/upc-a.md + - name: UPC-E0 + href: report-designer/use-report-elements/use-bar-codes/upc-e0.md + - name: UPC-E1 + href: report-designer/use-report-elements/use-bar-codes/upc-e1.md + - name: Use Charts + href: report-designer/use-report-elements/use-charts.md + items: + - name: Use Charts in Reports + href: report-designer/use-report-elements/use-charts/use-charts-in-reports.md + - name: Add a Chart (Set Up Series Manually) + href: report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md + - name: Add a Chart (Use a Series Template) + href: report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md + - name: Use Charts to Visualize Grouped Data + href: report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md + - name: Use Gauges and Sparklines + href: report-designer/use-report-elements/use-gauges-and-sparklines.md + items: + - name: Add Gauges to a Report + href: report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md + - name: Add Sparklines to a Report + href: report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md + - name: Draw Lines and Shapes + href: report-designer/use-report-elements/draw-lines-and-shapes.md + items: + - name: Draw Lines + href: report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md + - name: Draw Shapes + href: report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md + - name: Draw Cross-Band Lines and Boxes + href: report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md + - name: Use Report Parameters + href: report-designer/use-report-parameters.md + items: + - name: Create a Report Parameter + href: report-designer/use-report-parameters/create-a-report-parameter.md + items: + - name: Report Parameters with Predefined Static Values + href: report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md + - name: Report Parameters with Predefined Dynamic Values + href: report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md + - name: Multi-Value Report Parameters + href: report-designer/use-report-parameters/multi-value-report-parameters.md + - name: Cascading Report Parameters + href: report-designer/use-report-parameters/cascading-report-parameters.md + - name: Range Report Parameters + href: report-designer/use-report-parameters/date-range-report-parameters.md + - name: Reference Report Parameter + href: report-designer/use-report-parameters/reference-report-parameters.md + - name: The Parameters Panel + href: report-designer/use-report-parameters/parameters-panel.md + - name: Shape Report Data + href: report-designer/shape-report-data.md + items: + - name: Filter Data + href: report-designer/shape-report-data/filter-data.md + items: + - name: Filter Data at the Report Level + href: report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md + - name: Filter Data at the Data Source Level + href: report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md + - name: Limit the Number of Records to Display + href: report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md + - name: Group and Sort Data + href: report-designer/shape-report-data/group-and-sort-data.md + items: + - name: Sort Data + href: report-designer/shape-report-data/group-and-sort-data/sort-data.md + - name: Group Data + href: report-designer/shape-report-data/group-and-sort-data/group-data.md + - name: Sort Data by a Custom Field + href: report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md + - name: Group Data by a Custom Field + href: report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md + - name: Sort Groups by a Summary Function's Result + href: report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md + - name: Format Data + href: report-designer/shape-report-data/format-data.md + - name: Specify Conditions for Report Elements + href: report-designer/shape-report-data/specify-conditions-for-report-elements.md + items: + - name: Conditionally Change a Control's Appearance + href: report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md + - name: Conditionally Change a Label's Text + href: report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md + - name: Conditionally Change a Band's Visibility + href: report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md + - name: Conditionally Filter Report Data + href: report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md + - name: Conditionally Suppress Controls + href: report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md + - name: Limit the Number of Records per Page + href: report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md + - name: Calculate Summaries + href: report-designer/shape-report-data/calculate-summaries.md + items: + - name: Calculate a Summary + href: report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md + - name: Calculate an Advanced Summary + href: report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md + - name: Count Elements and Values + href: report-designer/shape-report-data/count-elements-and-values.md + items: + - name: Display Row Numbers in a Report, Group or Page + href: report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md + - name: Count the Number of Records in a Report or Group + href: report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md + - name: Count the Number of Groups in a Report + href: report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md + - name: Use Calculated Fields + href: report-designer/shape-report-data/use-calculated-fields.md + items: + - name: Calculated Fields Overview + href: report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md + - name: Calculate an Aggregate Function + href: report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md + - name: Calculate a Weighted Average Function + href: report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md + - name: Lay out Dynamic Report Content + href: report-designer/lay-out-dynamic-report-content.md + items: + - name: Maintain the Band Location on a Page + href: report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md + - name: Keep Content Together + href: report-designer/lay-out-dynamic-report-content/keep-content-together.md + - name: Maintain the Size and Content of Data-Bound Controls + href: report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md + - name: Anchor Controls + href: report-designer/lay-out-dynamic-report-content/anchor-controls.md + - name: Suppress Controls + href: report-designer/lay-out-dynamic-report-content/suppress-controls.md + - name: Customize Appearance + href: report-designer/customize-appearance.md + items: + - name: Appearance Properties + href: report-designer/customize-appearance/appearance-properties.md + - name: Report Visual Styles + href: report-designer/customize-appearance/report-visual-styles.md + - name: Add Navigation + href: report-designer/add-navigation.md + items: + - name: Add Page Numbers + href: report-designer/add-navigation/add-page-numbers.md + - name: Add Cross-References and Hyperlinks + href: report-designer/add-navigation/add-cross-references-and-hyperlinks.md + - name: Add Bookmarks and a Document Map + href: report-designer/add-navigation/add-bookmarks-and-a-document-map.md + - name: Create a Table of Contents + href: report-designer/add-navigation/add-a-table-of-contents.md + - name: Provide Interactivity + href: report-designer/provide-interactivity.md + items: + - name: Create Drill-Down Reports + href: report-designer/provide-interactivity/create-drill-down-reports.md + - name: Create Drill-Through Reports + href: report-designer/provide-interactivity/create-drill-through-reports.md + - name: Sort a Report in Print Preview + href: report-designer/provide-interactivity/sort-a-report-in-print-preview.md + - name: Edit Content in Print Preview + href: report-designer/provide-interactivity/edit-content-in-print-preview.md + - name: Add Extra Information + href: report-designer/add-extra-information.md + items: + - name: Add Watermarks to a Report + href: report-designer/add-extra-information/add-watermarks-to-a-report.md + - name: Display the Current Date and Time in a Report + href: report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md + - name: Display the User Name in a Report + href: report-designer/add-extra-information/display-the-user-name-in-a-report.md + - name: Merge Reports + href: report-designer/merge-reports.md + items: + - name: Add a Report to the End/Beginning + href: report-designer/merge-reports/add-a-report-to-the-end-beginning.md + - name: Use Data-Driven Page Sequence + href: report-designer/merge-reports/use-data-driven-page-sequence.md + - name: Use Expressions + href: report-designer/use-expressions.md + items: + - name: Expressions Overview + href: report-designer/use-expressions/expressions-overview.md + - name: Expression Language + href: report-designer/use-expressions/expression-language.md + - name: Functions in Expressions + href: report-designer/use-expressions/functions-in-expressions.md + - name: "How to: Use Expressions" + href: report-designer/use-expressions/how-to-use-expressions.md + - name: Data Binding Modes + href: report-designer/use-expressions/data-binding-modes.md + - name: Localize Reports + href: report-designer/localize-reports.md + - name: Preview, Print and Export Reports + href: report-designer/preview-print-and-export-reports.md + - name: Report Designer Tools + href: report-designer/report-designer-tools.md + items: + - name: Report Wizard + href: report-designer/report-designer-tools/report-wizard.md + items: + - name: Empty Report + href: report-designer/report-designer-tools/report-wizard/empty-report.md + - name: Table and Vertical Report + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md + items: + - name: Select Data Source + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md + - name: Specify Data Source Settings (Database) + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md + - name: Specify Data Source Settings (JSON) + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md + - name: Specify Data Source Settings (Object) + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md + - name: Specify Data Source Settings (MongoDB) + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-mongodb.md + - name: Specify Data Source Settings (Data Federation) + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-federation.md + - name: Define Report Layout + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md + - name: Specify Page Settings + href: report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md + - name: Label Report + href: report-designer/report-designer-tools/report-wizard/label-report.md + - name: Data Source Wizard + href: report-designer/report-designer-tools/data-source-wizard.md + items: + - name: Specify Data Source Settings (Database) + href: report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md + - name: Specify Data Source Settings (JSON) + href: report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md + - name: Specify Data Source Settings (Object) + href: report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md + - name: Specify Data Source Settings (MongoDB) + href: report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-mongodb.md + - name: Specify Data Source Settings (Data Federation) + href: report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-federation.md + - name: Design Surface + href: report-designer/report-designer-tools/design-surface.md + - name: Main Menu + href: report-designer/report-designer-tools/menu.md + - name: Main Toolbar + href: report-designer/report-designer-tools/toolbar.md + - name: Toolbox + href: report-designer/report-designer-tools/toolbox.md + - name: Query Builder + href: report-designer/report-designer-tools/query-builder.md + - name: Chart Designer + href: report-designer/report-designer-tools/chart-designer.md + - name: Expression Editor + href: report-designer/report-designer-tools/expression-editor.md + - name: Filter Editor + href: report-designer/report-designer-tools/filter-editor.md + - name: Format String Editor + href: report-designer/report-designer-tools/format-string-editor.md + - name: Master-Detail Relation Editor + href: report-designer/report-designer-tools/master-detail-relation-editor.md + - name: Script Editor + href: report-designer/report-designer-tools/script-editor.md + - name: Localization Editor + href: report-designer/report-designer-tools/localization-editor.md + - name: UI Panels + href: report-designer/report-designer-tools/ui-panels.md + items: + - name: Properties Panel + href: report-designer/report-designer-tools/ui-panels/properties-panel.md + - name: Expressions Panel + href: report-designer/report-designer-tools/ui-panels/expressions-panel.md + - name: Field List + href: report-designer/report-designer-tools/ui-panels/field-list.md + - name: Report Explorer + href: report-designer/report-designer-tools/ui-panels/report-explorer.md + - name: Report Design Analyzer + href: report-designer/report-designer-tools/ui-panels/report-design-analyzer.md \ No newline at end of file diff --git a/eud-for-devexpress-reports/toc.yml b/eud-for-devexpress-reports/toc.yml new file mode 100644 index 0000000000..3f94408b99 --- /dev/null +++ b/eud-for-devexpress-reports/toc.yml @@ -0,0 +1,7 @@ +items: +- name: Reporting for Desktop + href: reporting-for-desktop/ + topicHref: reporting-for-desktop/index.md +- name: Reporting for Web + href: reporting-for-web/ + topicHref: reporting-for-web/index.md diff --git a/index.md b/index.md index 402c659880..af4b1388eb 100644 --- a/index.md +++ b/index.md @@ -18,14 +18,12 @@ The end user documentation is divided into the following platforms and products: #### Web (ASP.NET): -* [Reporting for Web](reporting-for-web/articles/index.md) -* [Dashboard for Web](dashboard-for-web/articles/index.md) -* [Interface Elements for Web](interface-elements-for-web/articles/index.md) +* [Reporting for Web](eud-for-devexpress-reports/reporting-for-web/index.md) +* [Dashboard for Web](eud-for-bi-dashboards/dashboard-for-web/index.md) #### Desktop (WinForms & WPF): -* [Reporting for Desktop](reporting-for-desktop/articles/index.md) -* [Dashboard for Desktop](dashboard-for-desktop/articles/index.md) -* [Interface Elements for Desktop](interface-elements-for-desktop/articles/index.md) +* [Reporting for Desktop](eud-for-devexpress-reports/reporting-for-desktop/index.md) +* [Dashboard for Desktop](eud-for-bi-dashboards/dashboard-for-desktop/index.md) If you search for DevExpress developer documentation with API reference, refer to [docs.devexpress.com](https://docs.devexpress.com). diff --git a/interface-elements-for-desktop/articles/charting.md b/interface-elements-for-desktop/articles/charting.md deleted file mode 100644 index 726a25027c..0000000000 --- a/interface-elements-for-desktop/articles/charting.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Charting -author: Roman Karpov -legacyId: 4298 ---- -# Charting -This section describes the capabilities provided by Charts. - -![Charts_Main](../images/img9057.png) - -  - -Topics in this section: -* [Chart Designer](charting/chart-designer.md) -* [Highlighting and Selection Chart Elements](charting/highlighting-and-selection-chart-elements.md) -* [Zoom a Chart](charting/zoom-a-chart.md) -* [Scroll a Chart](charting/scroll-a-chart.md) -* [Rotate a Chart](charting/rotate-a-chart.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/charting/chart-designer.md b/interface-elements-for-desktop/articles/charting/chart-designer.md deleted file mode 100644 index c1ef455c2a..0000000000 --- a/interface-elements-for-desktop/articles/charting/chart-designer.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Chart Designer -author: Roman Karpov -legacyId: 114372 ---- -# Chart Designer -Use the Chart Designer dialog to quickly and easily customize a chart, or create a new one. - -![EndUser_ChartDesigner](../../images/img118757.png) - -The Chart Designer is organized into three main areas, which are represented below. - -![EndUser_ChartDesigner_Elements](../../images/img118756.png) - -## Chart Elements Tree -The **Chart Elements Tree** allows you to quickly select chart elements, change the structure of a chart (add or delete elements and change their visibility) and also represent chart structure. When you locate an element in the tree, it is highlighted in the central area. If you click the element, then its settings will be displayed in the **Customization Tabs** area. - -![EndUser_ChartDesigner_ChartElementsTree](../../images/img118755.png) - -## Chart Control Appearance -The **Chart Control Appearance** area allows you to see how the chart looks. Moreover, it allows you to select an item, whose settings will be displayed in the **Customization Tabs** area. - -![EndUser_ChartDesigner_ItemSelection](../../images/img118754.png) - -## Customization Tabs -The **Customization Tabs** area allows you to customize chart element settings. Settings are separated by three tabs. -* The **Options Tab** contains commonly used element settings. - - ![EndUser_ChartDesigner_OptionsTab](../../images/img118753.png) -* The **Properties Tab** contains all settings of a chart element. - - ![EndUser_ChartDesigner_PropertiesTab](../../images/img118752.png) -* The **Data Tab** contains settings, which allow you to specify data source members used to plot series or other data settings of a chart element (for example, the series points values if the series is not assigned with data). - - ![EndUser_ChartDesigner_DataTab](../../images/img118751.png) - -> [!NOTE] -> For several chart elements, the **Customization Tabs** area may not contain all tabs from the Tabs list represented above. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/charting/highlighting-and-selection-chart-elements.md b/interface-elements-for-desktop/articles/charting/highlighting-and-selection-chart-elements.md deleted file mode 100644 index af4d15134f..0000000000 --- a/interface-elements-for-desktop/articles/charting/highlighting-and-selection-chart-elements.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Highlighting and Selection Chart Elements -author: Alexander Temnov -legacyId: 4152 ---- -# Highlighting and Selection Chart Elements -If you are working with 2D charts, you can highlight and select different chart elements via the mouse or using different gestures on your touchscreen device. - -## Highlighting -Any chart element that can be selected supports highlighting. - -An end user can highlight a chart's area using either the drag gesture on your touchscreen device or via the mouse pointer by hovering over a particular chart element, as shown in the image below. - -![SelectingChartElements1](../../images/img7221.png) - -> [!NOTE] -> Chart element highlighting and selection is available only for **2D Chart Types**. - -## Selection -To select a particular chart element, an end user should tap it on a device supporting touchscreen or click this element using the left mouse button. The following image demonstrates how a constant line and a single series are painted if selected by an end user with the mouse pointer. - -![SelectingChartElements2](../../images/img7222.png) - -## Selectable Elements -Chart elements which can be highlighted or selected are shown in the following illustration. - -![ChartSelectableElements](../../images/img7360.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/charting/rotate-a-chart.md b/interface-elements-for-desktop/articles/charting/rotate-a-chart.md deleted file mode 100644 index 1b714c1ea0..0000000000 --- a/interface-elements-for-desktop/articles/charting/rotate-a-chart.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Rotate a Chart -author: Alexander Temnov -legacyId: 4155 ---- -# Rotate a Chart -If you are working with 3D charts, you can rotate a chart's diagram. This may be required if a chart displays multiple series or data points, and it's required to change the current rotation angle to view the chart data in detail. - -To rotate a chart control, do one of the following: -* **Hold down the left mouse button on the diagram and drag the mouse pointer.** - - After holding down the left mouse button, the mouse pointer is changed from ![ZoomingChart5](../../images/img7227.gif) to ![ZoomingChart6](../../images/img7228.jpeg). Then, drag the mouse pointer to rotate the chart. -* **Use rotation gestures on a touchscreen device.** - - Touch a 3D chart's area with two fingers and move them in a clockwise or counterclockwise direction. - - ![Gesture_Rotate](../../images/img18692.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/charting/scroll-a-chart.md b/interface-elements-for-desktop/articles/charting/scroll-a-chart.md deleted file mode 100644 index 50399b75cc..0000000000 --- a/interface-elements-for-desktop/articles/charting/scroll-a-chart.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Scroll a Chart -author: Roman Karpov -legacyId: 4154 ---- -# Scroll a Chart -You can scroll a chart if either the axis visible range is reduced or a chart is already zoomed in (its zoom factor is more than 100%). Since the entire chart is not visible at one time, it's possible to scroll a chart. - -## Scroll a 2D Chart -To scroll a 2D chart, do one of the following: -* **Hold down the left mouse button, and drag it**. - - After you hold down the left mouse button, the mouse pointer is changed from ![ZoomingChart5](../../images/img7227.gif) to ![ZoomingChart6](../../images/img7228.jpeg). Then drag the mouse pointer to scroll the diagram. -* **Use scrollbars**. - - An end-user is able to click a scrollbar arrow, click the scrollbar near the thumb, or drag the thumb and move it. - - ![ChartScroll_0](../../images/img7258.png) - - In this instance, a chart's diagram is scrolled in the same way as controls in used Windows applications. -* **Use flick gestures on a touchscreen device**. - - An end-user can scroll a diagram using flick gestures on a touchscreen device. - - ![Gesture_Scroll](../../images/img18691.png) -* **Use CTRL+ARROW combinations**. - - When an end-user presses CTRL + LEFT, a chart's diagram is moved to the left. - - When an end-user presses CTRL + UP, a chart's diagram is moved to the top. - - When an end-user presses CTRL + RIGHT, a chart's diagram is moved to the right. - - When an end-user presses CTRL + DOWN, a chart's diagram is moved to the bottom. - -## Scroll a 3D Chart -An end-user can perform chart scrolling doing one of the following: -* **Hold down the mouse wheel button on a chart and drag it**. - - After you hold down the mouse wheel, the mouse pointer is changed from ![ZoomingChart5](../../images/img7227.gif) to ![ZoomingChart6](../../images/img7228.jpeg). Then drag the mouse pointer to scroll a chart's diagram. -* **Use CTRL+ARROW combinations**. -* **Use flick gestures on a touchscreen device.** - - An end-user can scroll a diagram using flick gestures. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/charting/zoom-a-chart.md b/interface-elements-for-desktop/articles/charting/zoom-a-chart.md deleted file mode 100644 index ab6028c82f..0000000000 --- a/interface-elements-for-desktop/articles/charting/zoom-a-chart.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Zoom a Chart -author: Alexander Temnov -legacyId: 4153 ---- -# Zoom a Chart -If you are working with 2D XY-charts (Bar, Line, Point, etc.) or 3D charts, you can zoom in or out of a chart. This allows you to see some of the chart's data in greater detail, or get a more general picture of your data. - -Note that zooming is unavailable for 2D Pie, 2D Doughnut, Radar, and Polar charts. - -## Zoom In a Chart -To zoom in a chart, do one of the following. -* **Hold down SHIFT and click.** - - After you press SHIFT, the mouse pointer is changed to ![zoomingChart1](../../images/img7223.gif). Then, move the mouse pointer to the chart region to be zoomed into, and click (while holding SHIFT). The magnification factor is 300%. -* **Press SHIFT and select a region on a diagram.** - - After you press SHIFT, the mouse pointer is changed to ![zoomingChart1](../../images/img7223.gif). Then, select a zoomed region by dragging the mouse pointer. - - ![ZoomingChart3](../../images/img7225.png) - - After releasing the left mouse button, a chart is zoomed into the bounds of the selected region on a diagram. - - > [!NOTE] - > This feature is available for 2D charts only. - > - > if you press SHIFT and can't zoom in anymore (the mouse pointer is changed to ![ZoomingChart4](../../images/img7226.gif)), then a chart is already zoomed in by **100** times (10000%). This is the maximum possible zoom factor allowed. -* **Use CTRL+PLUS SIGN.** - - In this case, the magnification factor is 120%. -* **Use the spread gestures on a touchscreen device**. - - An end-user can zoom in a chart's diagram performing spread gestures on any device supporting touchscreen. - - ![Gesture_ZoomIn](../../images/img18689.png) -* **Use the mouse wheel.** - - In this case, the magnification factor is 120%. - -## Zoom Out of a Chart -To zoom out of a chart, do one of the following. -* **Hold down ALT and click.** - - After you press ALT, the mouse pointer is changed to ![ZoomingChart2](../../images/img7224.gif). Then, move the mouse pointer to the region to be zoomed out, and click (while holding ALT). The magnification factor is 300%. -* **Use CTRL+MINUS SIGN.** - - In this case, the magnification factor is 120%. -* **Use the pinch gestures on a touchscreen device**. - - A chart's diagram can be zoomed out by performing pinch gestures on any device supporting touchscreen. - - ![Gesture_ZoomOut](../../images/img18690.png) -* **Use the mouse wheel.** - - In this case, the magnification factor is 120%. - -## Undo Zooming -Press CTRL+Z to return to the state before the first zoom operation in a series. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/docking.md b/interface-elements-for-desktop/articles/docking.md deleted file mode 100644 index b983fb516a..0000000000 --- a/interface-elements-for-desktop/articles/docking.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Docking -author: Dmitry Korovin -legacyId: 16800 ---- -# Docking -In the **Docking** section, you will learn about the main runtime capabilities of the DocumentManager and DockManager, which can be combined to create traditional docking UI applications (see the image below). - -![DockingDemo - VS13 skin](../images/img22595.png) - -The main elements of the DocumentManager and DockManager components are Documents and Dock panels, respectively. These objects are containers that display content and provide docking functionality – you can drag Documents and Dock Panels into a tab group, dock them to different application dock zones, make them floating or auto-hidden, etc. - -This section consists of the following topics. -* [Dock Panels](docking/dock-panels.md) -* [Documents](docking/documents.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/docking/dock-panels.md b/interface-elements-for-desktop/articles/docking/dock-panels.md deleted file mode 100644 index 3801caa4a3..0000000000 --- a/interface-elements-for-desktop/articles/docking/dock-panels.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Dock Panels -author: Dmitry Korovin -legacyId: 16801 ---- -# Dock Panels -This topic describes the most common runtime operations for dock panels. - -## Docking Hints -Dock panels can be docked, floating or auto-hidden. To dock or undock a panel, simply click its header and drag the panel. As you drag the panel over an application form, docking hints appear (see the figure below). Use these hints to dock the panel to the desired position. - -![Docking EndUser - Hints](../../images/img22596.png) - -Docking hints are semi-transparent square elements that allow you to dock a panel to a form's edges, or to an existing container as a tab, or between other docking elements. These hints are displayed separately or grouped in a docking guide (e.g., in the form's central area). Finally, a docking zone is a semi-transparent preview of exactly where your panel will be docked. This zone is displayed when you drag a panel into a docking hint, but before you drop it. - -## Buttons -Dock panels have multiple state change buttons in their top right corner. -* **Close** - closes the current panel. -* **Maximize**/**Restore** - maximizes the panel to full-screen size, or restores it back to its original size. Available only for floating panels. -* **Auto-hide**/**Dock** - hides the panel, leaving only its header visible, or restores an auto-hidden panel back to the docked state. Depending on the application settings, hidden panels are displayed either on mouse hover or on click only. Available only for docked panels. -* **Pin** - places the panel in the first tab position. Available only for panels docked as tabbed documents. - -## Context Menu -Most docking operations are available from the panel's context menu, displayed on right-click. The figure below illustrates the context menu for a docked panel. - -![Docking EndUser - DockPanel Context Menu](../../images/img22598.png) - -For dock panels docked as tabbed documents, the context menu displays multiple additional items, which allow you to pin the panel or start a new horizontal or vertical group within the docked area (see the image below). - -![Docking EndUser - DockPanel Context Menu2](../../images/img22599.png) - -## Interoperability with Documents and Other Dock Panels -When dragging a dock panel, you can dock it to other dock panels. This will create a dock panel container that presents both panels as tabs. Note that in addition to docking panels via docking hints, you can also drag them to the tab header area. This allows you to instantly rearrange panels within the container (see the animation below). - -![Docking EndUser - DockToCaptionRegion GIF](../../images/img22600.gif) - -Dock panels can be docked to both the dock panel docking areas (the form's edges) as well as to the tabbed View. Documents, however, can only be docked within the tabbed View, and not to the docking areas. - -## Mouse Operations and Hotkeys -* **Double-click** a docked panel's caption - undocks the panel and makes it floating. This does not work with auto-hide panels. -* **Ctrl**+**Double-click** a floating panel's caption - docks the floating panel to its previous docking position. -* **Esc** while dragging a panel - cancels the dock operation and drops the panel at the current position. -* **Ctrl**+**Tab** or **Crtl**+**Shift**+**Tab** - shows the Document Selector. See the [Dock Panels](dock-panels.md) topic to learn more about the Document Selector. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/docking/documents.md b/interface-elements-for-desktop/articles/docking/documents.md deleted file mode 100644 index 9d08631392..0000000000 --- a/interface-elements-for-desktop/articles/docking/documents.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Documents -author: Dmitry Korovin -legacyId: 16802 ---- -# Documents -Document objects resemble dock panels and serve the very same goal - to host content within floating or tabbed MDI windows. You can click a document’s caption, and drag this document to dock or undock it in the same manner as dock panels. However, there are certain differences between documents and dock panels. - -## View -While dock panels can be docked to any form’s edge, documents can only be docked in a special area called a tabbed View. When you drag a document, docking hints will tell you where this area is. The image below illustrates a tabbed View within a tabbed MDI application. - -![Docking EndUser - TabbedView Area](../../images/img22601.png) - -Dock panels can also be docked into this area, but documents cannot be docked to auto-hide containers and form edges. - -## Floating Document Container -As you can see from the image above, documents can be nested into a floating document container. If this feature is enabled, it allows you to organize all of your floating documents in a single floating container (and avoid a cluttered UI with multiple floating windows). If you want to dock your floating documents once again, simply drag this container in the same manner in which you drag documents. Docking a floating container into a tabbed View will dock all of the container's documents into this View. You can also rearrange within or drag individual documents out of this container. - -## Tabbed Groups -Documents within a tabbed View can be docked to vertical or horizontal document groups. To do so, use the side docking hint when dragging a document, or right-click the document header and select the **New Tab Group** item in the invoked context menu (see the figure below). - -![Docking EndUser - New Group](../../images/img22602.png) - -Document groups are divided by splitters. You can drag the splitter to resize the groups, as shown in the figure below. - -![DocumentManager - Document Groups](../../images/img16697.png) - -Document groups can display **Next** and **Previous** buttons, which allow you to scroll through tab headers when there is not enough free space within the group to display all of the headers. - -![Docking EndUser - NextPrev Buttons](../../images/img22603.png) - -Document groups within a View can either be arranged horizontally (side-by-side), or vertically (one above another), but not in both directions simultaneously. If only one tabbed group exists, the View does not yet have an orientation setting. After you start a new horizontal tab group, for example, the View becomes vertically oriented, which means that all subsequent tab groups can only be arranged vertically. You can reverse the current View orientation by right-clicking any tab group header and selecting the **Arrange Tab Groups Vertically (Horizontally)** context menu item. - -## Navigation -To navigate through documents (and dock panels, if any exist), you can use the Document Selector, invoked via the **CTRL**+**Tab** keyboard hotkey. This tool displays a small preview of each focused document (dock panel) and its short description. You can see the Document Selector in the next image. - -![Docking EndUser - Document Selector](../../images/img22604.png) - -To quickly navigate through documents, you can also use the button in the group's top right corner. - -![Docking EndUser - Documents List](../../images/img22613.png) - -Finally, you can right-click a document group's header and select the **Windows...** item to display the Windows dialog, which lists all currently opened documents and their paths (see the image below). - -![Docking EndUser - Windows](../../images/img22614.png) - -## Mouse Operations and Keyboard Shortcuts -* **Double-click** a docked document's caption - undock the document and make it floating. -* **Ctrl**+**Double-click** a floating document's caption - docks the floating document to its previous docking position. -* **Ctrl**+**Tab** or **Ctrl**+**Shift**+**Tab** - shows the Document Selector. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors.md b/interface-elements-for-desktop/articles/editors.md deleted file mode 100644 index b7dab0c4f5..0000000000 --- a/interface-elements-for-desktop/articles/editors.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Editors -author: Alexey Zolotarev -legacyId: 4841 ---- -# Editors -This section describes the capabilities provided by the editor controls: - -![EditorsUI-Main](../images/img9122.png) - -  - -Topics in this section: -* [Working with Dropdown Editors](editors/working-with-dropdown-editors.md) -* [Editing Values, Selecting Text and Using the Clipboard](editors/editing-values-selecting-text-and-using-the-clipboard.md) -* [Editor Context Menu](editors/editor-context-menu.md) -* [Image Editor](editors/image-editor.md) -* [Manipulating Tokens](editors/manipulating-tokens.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md b/interface-elements-for-desktop/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md deleted file mode 100644 index a2b1035223..0000000000 --- a/interface-elements-for-desktop/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Editing Values, Selecting Text and Using the Clipboard -author: Andrey Nadezhdin -legacyId: 4711 ---- -# Editing Values, Selecting Text and Using the Clipboard -## Select and Deselect Editor's Contents -To select all text within an editor, you can invoke the [Editor Context Menu](editor-context-menu.md) and choose **Select All**. To select a part of the edit value, click on a position where the selection should start, drag the pointer to the end position and then release the mouse button. - -Additionally, the following keyboard shortcuts allow you to manage selections. - -| Shortcut | Description | -|---|---| -| CTRL+A or F2 | Selects all within an editor. | -| SHIFT+ARROW | Extends or shrinks the selection by one character. | -| CTRL+SHIFT+ARROW | Extends or shrinks the selection by one word. | - -## Clipboard Operations -Clipboard operations are supported for editors that support caret moving. - -To copy selected text into the clipboard, do one of the following. -* Press CTRL+C or CTRL+INSERT. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Copy**. - -To paste text from the clipboard, do one of the following. -* Press CTRL+V or SHIFT+INSERT. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Paste**. - -To cut text from an editor into the clipboard, do one of the following. -* Press CTRL+X or SHIFT+DELETE. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Cut**. - -## Delete Selected Text -To delete the selected text within an editor, do one of the following. -* Press DELETE or BACKSPACE. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Delete**. - -## Undo -To undo the last text editing operation, do one of the following. -* Press CTRL+Z. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Undo**. - -> [!NOTE] -> After you've undone an operation, you can return to the previous edit value by executing the Undo command once again. - -## Change Date/Time Values -![EU_XtraEditors_DateEdit](../../images/img7735.png) - -You can edit these values without opening the dropdown calendar. Position the caret at the portion of a date/time value that needs to be changed. To increment the value, press the UP ARROW. To decrement the value, press the DOWN ARROW. Or use the mouse wheel. - -## Change Numeric Values -![EU_XtraEditors_SpinEdit](../../images/img7736.png) - -To increment a value, press the UP ARROW. To decrement the value, press the DOWN ARROW. Alternatively, rotate the wheel button. - -## Change Binary Values -![EU_XtraEditors_CheckEdit_ToggleSwitch](../../images/img127008.png) - -Click a check box or a toggle switch to change its value. - -## Change Values of Editors That Display Items in the Dropdown -![EU_XtraEditors_ImageComboBox](../../images/img7737.png) - -To select the previous value, press the UP ARROW. To select the next value, press the DOWN ARROW. Alternatively, rotate the wheel button. - -To learn how to open and close dropdown windows, see [Working with Dropdown Editors](working-with-dropdown-editors.md). - -## Navigate hyperlinks -![EU_XtraEditors_Hyperlink](../../images/img127013.png) - -Hover the mouse pointer over a hyperlink to display a tooltip. -Click a hyperlink to navigate it. - -## Edit Images -To copy, cut, paste, load and save images in image editors, select the required command from the image menu. To access the image menu, do one of the following. -* Right click the image editor. -* Hover the mouse pointer over the image editor. - -To learn more about image editors, see [Image Editor](image-editor.md). - -![EU_XtraEditors_ImageEdit_Menu](../../images/img7456.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors/editor-context-menu.md b/interface-elements-for-desktop/articles/editors/editor-context-menu.md deleted file mode 100644 index 43e7755ca5..0000000000 --- a/interface-elements-for-desktop/articles/editors/editor-context-menu.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Editor Context Menu -author: Alexey Zolotarev -legacyId: 5543 ---- -# Editor Context Menu -Text editors support a context menu providing common commands. To open the menu, right-click an editor. - -![EU_XtraEditors_ContextMenu](../../images/img9113.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors/image-editor.md b/interface-elements-for-desktop/articles/editors/image-editor.md deleted file mode 100644 index 463bd8ec6c..0000000000 --- a/interface-elements-for-desktop/articles/editors/image-editor.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Image Editor -author: Andrey Nadezhdin -legacyId: 115834 ---- -# Image Editor -An image editor allows you to load and display images. - -> [!NOTE] -> The following steps may vary depending on application vendor. - -## Built-in menu -To access the built-in menu, do one of the following. -* Hover the mouse pointer over the image editor. -* Right-click the image editor. - -![EU_XtraEditors_ImageEdit_Menu](../../images/img7456.png) - -## Open an image -To load a new image, click the **Open(Load)**![ImageEditIcon_Open](../../images/img122682.png) button from the built-in menu. - -In the invoked dialog, choose an image file and click **Open**. - -![ImageEditOpenDialog](../../images/img122688.png) - -## Save an image -To save the currently displayed image, open the built-in menu and click the **Save**![ImageEditIcon_Save](../../images/img122683.png) button. - -In the invoked dialog, locate the folder where you want to store your image, enter the file name and click **Save**. - -![ImageEditSaveDialog](../../images/img122691.png) - -## Using the clipboard -![ImageEditMenuClipboard](../../images/img122694.png) -* To cut the currently displayed image and copy it to the clipboard, click the **Cut**![ImageEditIcon_Cut](../../images/img122686.png) button. -* To copy the currently displayed image to the clipboard, click the **Copy**![ImageEditIcon_Copy](../../images/img122685.png) button. -* To retrieve the image from the clipboard, click the **Paste**![ImageEditIcon_Paste](../../images/img122687.png) button. - -## Clear the editor -Click the **Clear(Delete)**![ImageEditIcon_Close](../../images/img122684.png) button to clear editor contents. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors/manipulating-tokens.md b/interface-elements-for-desktop/articles/editors/manipulating-tokens.md deleted file mode 100644 index 33ba551a7c..0000000000 --- a/interface-elements-for-desktop/articles/editors/manipulating-tokens.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Manipulating Tokens -author: Andrey Nadezhdin -legacyId: 118056 ---- -# Manipulating Tokens -## Add a Token -![EU_XtraEditors_Tokens](../../images/img127016.png) - -To add a new token, do any of the following. -* Click an item from the dropdown. -* Type the item name in the text field and press ENTER. - -Rotate the wheel button to scroll through items. Press the UP ARROW or DOWN ARROW to navigate the items one by one. - -## Remove a Token -![Remove Token](../../images/img127021.png) - -To remove a token, click the **Remove Token**![Remove Token Button](../../images/img127020.png) button. - -## Clipboard Operations -![Multiselect Tokens](../../images/img127022.png) - -To select multiple tokens, click each token you want to select while holding down the CTRL button. - -To copy selected tokens to the clipboard, press CTRL+C. - -To paste the tokens from the clipboard, click within a token editor and press CTRL+V. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/editors/working-with-dropdown-editors.md b/interface-elements-for-desktop/articles/editors/working-with-dropdown-editors.md deleted file mode 100644 index e71c42467d..0000000000 --- a/interface-elements-for-desktop/articles/editors/working-with-dropdown-editors.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Working with Dropdown Editors -author: Alexey Zolotarev -legacyId: 4710 ---- -# Working with Dropdown Editors -## Open Editor's Dropdown -Do one of the following: -* Focus the editor and press ALT+DOWN ARROW or F4. -* Click the editor's dropdown button: - - ![EU_XtraEditors_DropDownEdit_DropDownButton](../../images/img7457.png) - -## Close Editor's Dropdown -For all editors providing a dropdown, you can close the dropdown by pressing ALT+DOWN ARROW, ESC or F4. - -If the calculator is displayed in the dropdown, it can be closed via CTRL+ENTER. - -Dropdowns displaying lists of items can be closed by clicking an item with the mouse, or by selecting an item with the keyboard and pressing ENTER. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/expression-editor.md b/interface-elements-for-desktop/articles/expression-editor.md deleted file mode 100644 index b585c8cab8..0000000000 --- a/interface-elements-for-desktop/articles/expression-editor.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Expression Editor -author: Alexey Zolotarev -legacyId: 7430 ---- -# Expression Editor -The Expression Editor allows you to edit various Boolean or regular expressions in controls: - -![UI_Expression_Editor](../images/img11049.png) - -In this editor, you can type an expression manually, or select functions, operators and operands using the editor's controls. - -An expression is a string that, when parsed and processed, evaluates some value. Expressions consist of column/field names, constants, operators and functions. Column/field names must be wrapped with brackets. The following are examples of regular expressions: - -_"[Quantity] * [UnitPrice] * (1 - [BonusAmount])"_ - -Boolean expressions: - -_"[Country] == 'USA'"_ - -For more information about syntax you can use in expressions, see [Expression Operators, Functions and Constants](expression-editor/expression-operators-functions-and-constants.md) - -The Expression Editor supports numerous standard functions, allowing you to easily perform different string, date-time, logical and math operations over data. You can access the available functions by selecting the **Functions** category. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/filter-editor.md b/interface-elements-for-desktop/articles/filter-editor.md deleted file mode 100644 index 4e5d0aada7..0000000000 --- a/interface-elements-for-desktop/articles/filter-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Filter Editor -author: Alexey Zolotarev -legacyId: 4842 ---- -# Filter Editor -This section describes the capabilities provided by the Filter Editor, which allows users to visually build filters: - -![EndUser_Win_FilterEditor](../images/img9054.png) - -  - -Topics in this section: -* [Filter Data via the Filter Editor](filter-editor/filter-data-via-the-filter-editor.md) -* [Examples of Using the Filter Editor](filter-editor/examples-of-using-the-filter-editor.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/filter-editor/examples-of-using-the-filter-editor.md b/interface-elements-for-desktop/articles/filter-editor/examples-of-using-the-filter-editor.md deleted file mode 100644 index 419ae8003b..0000000000 --- a/interface-elements-for-desktop/articles/filter-editor/examples-of-using-the-filter-editor.md +++ /dev/null @@ -1,105 +0,0 @@ ---- -title: Examples of Using the Filter Editor -author: Alexey Zolotarev -legacyId: 4661 ---- -# Examples of Using the Filter Editor -The [Filter Editor](filter-data-via-the-filter-editor.md) allows you to filter data (display those records that meet specific requirements), by visually constructing filter criteria in a straightforward graphical form. - -The following sections demonstrate how to construct filter criteria using the Filter Editor. - -## How to Construct a Simple Filter Condition -Basically, filter conditions specify what data to select from a data source and display in a data-bound control. A typical simple filter condition consists of three parts: the column/field name, operator and a value(s). For instance, '[Discount] >= 0.05' is a simple filter condition, where '[Discount]' is a field name, '>=' is an operator and '0.05' is a value. This condition when applied to a data-aware control will display records that have values in the Discount column greater than or equal to 0.05. Here is how to create this condition via the Filter Editor (it's assumed that the underlying data source contains the Discount column, otherwise, this column will not be accessible in the Filter Editor's column list): -1. **Invoke the Filter Editor.** - - To invoke the Filter Editor in a grid control, right-click any grid column's header and select the Filter Editor option. - - ![FilterEditor_SimpleCondt_Invoke](../../images/img7312.png) - - To learn how to invoke the Filter Editor for other controls, see corresponding sections in this documentation. - -2. **Select a column**. - - To filter against the Discount column, click the column name field. This will display the list of available columns. Select the Discount column in this list: - - ![FilterEditor_SimpleCondt_NewConditionForProductName](../../images/img7314.png) -3. **Select a comparison operator**. - - Click the operator field to choose the required operator. - - ![FilterEditor_SimpleCondt_SwitchOperators](../../images/img7316.png) - - The comparison operator list displays only those operators that are supported by the current column's data type. For instance, the Discount column is of the numeric type, and the operator list doesn't display the 'Begins with' operator and other operators that are related to strings. -4. **Enter a value**. - - Now, click the value box and enter a comparison value ('0.05'): - - ![FilterEditor_SimpleCondt_EnterValue005](../../images/img7317.png) -5. **Save changes**. - - Click OK or Apply, to filter data using the created filter condition. The grid will show the filter panel displaying the current filter criteria: - - ![FilterEditor_SimpleCondt_Final](../../images/img7318.png) - - The filter panel will contain the 'Edit Filter' button, which also allows you to invoke the Filter Editor. - -## How to Construct Filter Criteria with Multiple Conditions Joined by One Logical Operator -Filter criteria typically consist of two or more simple filter conditions combined by logical operators (AND, OR, NOT AND, NOT OR). The following example shows how to construct filter criteria in the Filter Editor that consist of multiple conditions combined by one logical operator. The "[ProductName] = 'Tofu' AND [Discount] >= 0.1 AND [Quantity] > 99" filter expression contains three simple filter conditions combined by the AND operator. To construct it, do the following: -1. Invoke the Filter Editor. When the Filter Editor is invoked for a grid control, the Filter Editor may display an unfinished new filter condition: - - ![FilterEditor_3Cond_Invoke](../../images/img7328.png) -2. Set the condition's operator to Equals and operand value to 'Tofu' (as described in the previous section): - - ![FilterEditor_3Cond_FirstCondt](../../images/img7329.png) -3. To add one more condition, press the ![FilterEditor_EU_AddButton](../../images/img7350.png) button next to the group's AND operator. This will create a new condition under the current one: - - ![FilterEditor_3Cond_AddSecondCondt](../../images/img7330.png) - - - - -4. For the second condition, set the column to 'Unit Price', operator to '>=' and operand value to '100': - - ![FilterEditor_3Cond_SecondCondt](../../images/img7332.png) -5. To add a third condition to the same group, click the ![FilterEditor_EU_AddButton](../../images/img7350.png) button again. Set the condition's column to 'Units in Stock', operator to '>' and operand value to '50'. Below is the result: - - ![FilterEditor_3Cond_Final](../../images/img7327.png) -6. Click OK or Apply, to apply the created filter criteria. - -## How to Construct Filter Criteria Involving Different Logical Operators -Some filter criteria contain multiple logical (Boolean) operators combining simple filter conditions. For instance, you want to see items whose price is under 10, and at the same time, the available quantity is also less than 10. At the same time, you may also want to see those items whose price is over 10, while the available quantity is also greater than 10. - -The resulting condition will look like this: - -``(Price is less than 10 AND Quantity is less than 10) OR (Price is greater than 10 AND Quantity is greater than 10)`` - -This is how you can do this: -1. Invoke the Filter Editor. -2. Clear existing filter conditions (if any) by clicking the ![FilterEditor_EU_DeleteButton](../../images/img7351.png) button: - - ![FilterEditor_4Cond_Clear](../../images/img7394.png) -3. Change the root logical operator to OR. To do this, click the current AND operator and select OR: - - ![FilterEditor_4Cond_SelectOR](../../images/img7396.png) -4. Add a new filter condition group by clicking the OR operator and selecting Add Group. - - ![FilterEditor_4Cond_Add1CondtGroup](../../images/img7398.png) -5. For the created condition, set the column to 'UnitPrice', operator to '<' and operand value to '10': - - ![FilterEditor_4Cond_1CondtGroup_1Condt](../../images/img7399.png) -6. Click the ![FilterEditor_EU_AddButton](../../images/img7350.png) button to add a new condition to the current group: - - ![FilterEditor_4Cond_1CondtGroup_AddNewCondt](../../images/img7403.png) -7. For the new condition, set the column to 'Quantity', operator to '<' and operand value to '10': - - ![FilterEditor_4Cond_1CondtGroup_2Condt](../../images/img7405.png) -8. Add a new filter condition group. To do this, click the root OR operator and select Add Group. - - ![FilterEditor_4Cond_Add2CondtGroup](../../images/img7406.png) -9. For the condition within the created group, set the column to 'UnitPrice', operator to '>' and operand value to '10': - - ![FilterEditor_4Cond_2CondtGroup_1Condt](../../images/img7407.png) -10. Click the ![FilterEditor_EU_AddButton](../../images/img7350.png) button to add a new condition to the new group. For the new condition, set the column to 'Quantity', operator to '>' and operand value to '10': - - ![FilterEditor_4Cond_2CondtGroup_2Condt](../../images/img7410.png) -12. Click OK or Apply, to apply the created filter criteria. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid.md b/interface-elements-for-desktop/articles/grid.md deleted file mode 100644 index 650695d38d..0000000000 --- a/interface-elements-for-desktop/articles/grid.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Grid -author: Alexey Zolotarev -legacyId: 4843 ---- -# Grid -This section describes the capabilities provided by the Grid control, which represents data in a tabular or card form, supports data editing, sorting, grouping, filtering, summary calculation and many other features: - -![EndUser_Win_Grid](../images/img9056.png) - -  - -**Data Editing** -* [Edit Grid Cells](grid/data-editing/edit-grid-cells.md) -* [Add and Delete Grid Records](grid/data-editing/add-and-delete-grid-records.md) - -  - -**Data Presentation** -* [Sort Grid Rows](grid/data-presentation/sort-grid-rows.md) -* [Group Grid Rows](grid/data-presentation/group-grid-rows.md) -* [Fix Grid Rows](grid/data-presentation/fix-grid-rows.md) - -  - -**Data Analysis** -* [Filter Grid Data](grid/data-analysis/filter-grid-data.md) -* [Show Summaries (Totals) in Grids](grid/data-analysis/show-summaries-(totals)-in-grids.md) -* [Apply Cell Conditional Formatting](grid/data-analysis/apply-cell-conditional-formatting.md) - -  - -**Layout Customization** -* [Expand and Collapse Rows and Cards in Grids](grid/layout-customization/expand-and-collapse-rows-and-cards-in-grids.md) -* [Hide and Display Grid Columns, Bands and Card Fields](grid/layout-customization/hide-and-display-grid-columns-bands-and-card-fields.md) -* [Rearrange Grid Columns, Bands and Card Fields](grid/layout-customization/rearrange-grid-columns-bands-and-card-fields.md) -* [Resize Cards in Grids](grid/layout-customization/resize-cards-in-grids.md) -* [Resize Grid Columns, Bands and Card Fields](grid/layout-customization/resize-grid-columns-bands-and-card-fields.md) - -  - -**Selection and Navigation** -* [Locate Grid Records](grid/selection-and-navigation/locate-grid-records.md) -* [Navigate Through Grid Records](grid/selection-and-navigation/navigate-through-grid-records.md) -* [Select Grid Rows and Cards](grid/selection-and-navigation/select-grid-rows-and-cards.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-analysis/apply-cell-conditional-formatting.md b/interface-elements-for-desktop/articles/grid/data-analysis/apply-cell-conditional-formatting.md deleted file mode 100644 index d11034e70d..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-analysis/apply-cell-conditional-formatting.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Apply Cell Conditional Formatting -author: Anna Gubareva -legacyId: 18057 ---- -# Apply Cell Conditional Formatting -You can highlight certain column cells that meet a specific condition using the **Conditional Formatting** menu. To invoke this menu, right-click the column to which a formatting rule should be applied and select **Conditional Formatting**. - -![EUDGridControlConditionalFormattingMenu](../../../images/img25800.png) - -Available format rules are displayed when expanding the **Conditional Formatting** menu. Different options are supported for different columns (depending on the type of data a clicked column displays). - -## Highlighting Cells that Meet a Specific Condition -* Choose the **Highlight Cell Rules** menu item. - - ![EUDGridControlHighlightCellRules](../../../images/img25801.png) -* Select the condition type. You can use one of the predefined conditions (the **Greater Than...**, **Less Than..**, **Between...** and **Equal To...** menu items), provide a custom condition (the **Custom Condition..** item) or format cells that contain the specified text (**Text that Contains...**) or refer to a certain date interval(s) (**A Date Occurring...**). -* Based on the selected condition type, an appropriate dialog window is invoked. You need to either enter a constant to be compared with the column's values, or select desired check boxes related to dates, or construct a custom condition in the dedicated editor. After that, choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlFormatConditionDialogWindow](../../../images/img25803.png) - -## Highlighting Top or Bottom Cell Values -* Choose the **Top/Bottom Rules** menu item. - - ![EUDGridControlTopBottomRulesMenuItem](../../../images/img25808.png) -* Select the rule type. You can highlight cells that contain the highest or lowest values (the **Top 10%...**, **Bottom 10%...**, **Top 10 Items...** and **Bottom 10 Items...** menu items), and values that are above or below the column's average (**Above Average** and **Below Average**). -* According to the selected rule type, an appropriate dialog window is invoked. Enter a cutoff value (where required), choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlTopBottomRuleDialogWindow](../../../images/img25809.png) - -## Highlighting Unique or Duplicate Cell Values -* Choose the **Unique/Duplicate Rules** menu item. - - ![EUDGridControlUniqueDuplicateRulesMenuItem](../../../images/img25810.png) -* Select the rule type. -* In the invoked dialog window, choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlUniqueDuplicateRuleDialogWindow](../../../images/img25811.png) - -## Highlighting Cells Using Data Bars -A data bar fills a cell according to the ratio of the cell's value to the highest and smallest column values. A longer bar corresponds to a higher value, and a shorter bar corresponds to a lower value. - -To apply a data bar format, do the following: -* Choose the **Data Bars** menu item. - - ![EUDGridControlRulesDataBarsMenuItem](../../../images/img25821.png) -* Select the bar style format. Solid bars and bars with gradient fills are available in various colors. - -## Applying Color Scales -This format shows data distribution and variation using color scales. A cell is filled with the background color that is calculated according to the ratio of the cell's value to the highest and smallest column values. -A two-color scale specifies two colors, which represent the minimum and maximum column values. Cell values residing between the minimum and maximum values are painted using a shade of these colors. A three-color scale additionally defines a color for the middle value and so, uses a gradation of three colors. -* Choose the **Color Scales** menu item. - - ![EUDGridControlRulesColorScalesMenuItem](../../../images/img25825.png) -* Select one of the predefined two or three-color scales. - -## Highlighting Cells Using Predefined Icons -Icon sets allow you to classify column values into several ranges separated by threshold values, and display a specific icon in a column cell according to the range to which this cell value belongs. In the **Positive/Negative** group, the available icon sets divide column values into three ranges: positive values, negative values and values equal to zero. - -Other icon sets divide column values into three, four or five ranges, displaying a specific icon for each range. If an icon set contains three icons, the ranges are as follows: [0%-33%), [33%-67%) and [67%-100%], where 0% corresponds to the smallest column value and 100% corresponds to the largest column value. The icon sets with four icons classify column values into four ranges: [0%-25%), [25%-50%), [50%-75%) and [75%-100%]. For the icon sets that contain five icons, the target ranges are: [0%-20%), [20%-40%), [40%-60%), [60%-80%) and [80%-100%]. -* Choose the **Icon Sets** menu item. - - ![EUDGridControlRulesIconSetsMenuItem](../../../images/img25826.png) -* Select one of the predefined icon sets. - -## Deleting Rules -If you have already applied one or more rules to columns, the additional **Clear Rules** item is displayed at the second level of the **Conditional Formatting** menu. - -![EUDGridControlClearRulesMenuItem](../../../images/img25807.png) - -You can do one of the following. -* To delete conditional formatting rules from the target column, click the **Clear Rules from This Column** menu item. If the column has no rules applied to it, this item is not shown. - - or -* To delete formatting rules from all columns, click the **Clear Rules from All Columns** menu item . \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data-via-find-panel.md b/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data-via-find-panel.md deleted file mode 100644 index 8e2af62249..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data-via-find-panel.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Filter Grid Data via Find Panel -author: Alexey Zolotarev -legacyId: 12380 ---- -# Filter Grid Data via Find Panel -The Find Panel provides an easy way of searching against visible columns/card fields. Displayed above the grid, the panel contains a search box where you can type a search string. - -![FindPanel](../../../images/img18038.png) - -## Invoke the Find Panel -* Ensure that no cell editor is active and press Ctrl+F. - -or -* In Grid Views, choose the Show Find Panel command from a column menu. - - ![invokeFindPanel](../../../images/img18039.png) - -## Search -* Enter a search string in the search box. In most cases, rows are filtered automatically after a short while. -* In some cases (mostly when the grid is bound to a large amount of data), you need to press the Find button to manually start the search. - -The search syntax is described below. - -## Clear the Search Box -Press ESC or click the Clear button. - -## Close the Find Panel -Click the 'x' button to the left of the search box or: -* If the search box is empty, press ESC (the shortcut is in effect if the search box has focus); -* If the search box is not empty, press ESC twice (the shortcut is in effect if the search box has focus). - -## Search Syntax -In its simplest form, a search criterion consists of a single word. If you want to search for a string containing a space character, specify this string in quotation marks. Without quotation marks, words separated by the space character are treated as individual conditions. - -You can search against a specific column by preceding a search string with the column's display name plus a colon character. - -``ColumnDisplayName:SearchString`` - -Instead of the complete name, it is possible to partially specify the display name, using the initial characters of a column's display name. A search will be performed against the first column whose display name starts with the specified substring. -If you want to search against a column whose display caption contains space characters, specify the column's display caption in quotation marks. - -If the search string contains multiple conditions separated by space characters, and at least one condition defines a search against a specific column, only records that match all of these conditions are shown (i.e., the conditions are combined by the **AND** logical operator). -If there is no column specification, records that match at least one of these conditions are shown (i.e., the conditions are combined by the **OR** logical operator). - -Precede a condition with "+" to display only records that match this condition. The "+" specifier allows you to implement the logical **AND** operator. There should be no space character between the "+" sign and the condition. - -Precede a condition with "-" to exclude records that match this condition from the result set. There should be no space between the "-" sign and the condition. - -**Examples** - -| Search Criteria | Description | -|---|---| -| ``register`` | Selects records that contain the "register" string in any search column. | -| ``check register Dave`` | Selects records that contain either "check" OR "register" OR "Dave" strings in any search column. | -| ``"check register"`` | Selects records that contain "check register" in any search column. | -| ``screen +"Richard Fisher"`` | Selects records that contain both "screen" AND "Richard Fisher" in search columns. | -| ``Product:Tofu Seattle`` | Selects records that contain "Tofu" in the column that starts with "Product", AND also contain "Seattle" in any search column. | -| ``data +entry -mark`` | Selects records that contain both "data" AND "entry" in search columns, excluding records that contain "mark". | -| ``menu mask -file`` | Selects records that contain "menu" OR "mask", excluding records that contain "file". | -| ``From:Roller Subj:"currency mask"`` | Selects records that contain "Roller" in the column that starts with "From", AND also contain "currency mask" in the column that starts with "Subj". | -| ``import -From:Steve`` | Selects records that contain "import" in any search column, excluding records that contain "Steve" in the column that starts with "From". | - -> [!NOTE] -> Searches performed using a Find Panel are case insensitive. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data.md b/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data.md deleted file mode 100644 index 8b70a6fe8f..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-analysis/filter-grid-data.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Filter Grid Data -author: Alexey Zolotarev -legacyId: 4562 ---- -# Filter Grid Data -## Invoke the Filter Dropdown List -* In Grid Views, hover over the column header. Click the filter button (![EU_XtraGrid_GridView_ColumnFilterButton_Icon](../../../images/img7501.png)) within the column header that appears. - - ![EU_XtraGrid_GridView_ColumnFilterButton](../../../images/img7498.png) -* In Card Views, click the Customize button and then click the Filter button corresponding to the target column. - - ![EU_GridControl_CardView_CustomizationMenuFilterButton](../../../images/img117625.png) -* In Layout Views, hover over the target card field within any card. Click the filter button (![EU_XtraGrid_LayoutView_FilterButton_Icon](../../../images/img7502.png)) that appears. - - ![EU_XtraGrid_LayoutView_FilterSortButtons](../../../images/img7500.png) - -## Create a Simple Filter Condition -To select records that contain a specific value in a specific column/card field, do the following: -1. Invoke the filter dropdown list containing available filter values. - - By default, if filtering is applied, the filter dropdown will only display the values which match the current filter criteria. If the SHIFT key is pressed while opening the filter dropdown, all values will be listed (not only those that match the current filter criteria). -2. Select the required filter value in the filter dropdown list: - - ![EU_XtraGrid_GridView_ColumnFilterDropdownList](../../../images/img7499.png) - - The filter dropdown list will be immediately closed, and the control will display the records which contain the specified value in the specified column/card field. - - If the filter dropdown list provides check boxes to the left of filter values, multiple values can be selected (checked) simultaneously: - - ![EU_XtraGrid_GridView_CheckedFilterDropdownList](../../../images/img7506.png) - - In this mode, click OK to close the filter dropdown list and apply the filter. - -You can sequentially filter data against multiple columns using the method described above. - -## Use Microsoft Excel Style Custom Filter Dialog -To construct filter criteria involving up to two conditions, do the following: -* Invoke the filter dropdown list (see above) and click **Custom**. This will invoke the Custom Filter Dialog, allowing you to compare a column with one or two values: - - ![EU_XtraGrid_CustomFilterDialog](../../../images/img7503.png) - -## Use Advanced Filter Editor Dialog -To invoke an advanced Filter Editor dialog, do one of the following: -* Right-click any column's header and select **Filter Editor**: - - ![FilterEditor_EU_InvokeViaColumnMenu](../../../images/img7340.png) -* If the filter panel at the bottom of the grid control is visible, click the **Edit Filter** button: - - ![FilterEditor_EU_InvokeViaEditFilterButton](../../../images/img7341.png) - -To learn how to work with the Filter Editor, refer to [Filter Data via the Filter Editor](../../filter-editor/filter-data-via-the-filter-editor.md). - -## Clear the Filter -To clear the filter applied to a specific column, do one of the following: -* Invoke the filter dropdown list (see below) and click (All). -* In Grid Views, right-click the column header and select Clear Filter: - -To clear all filter criteria, click the Close Filter button within the Filter Panel: - -![EU_XtraGrid_FilterPanel_CloseFilterButton](../../../images/img7504.png) - -## Disable/Enable the Filter -Click the Enable Filter button within the Filter Panel: - -![EU_XtraGrid_FilterPanel_EnableFilterButton](../../../images/img7505.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-analysis/show-summaries-(totals)-in-grids.md b/interface-elements-for-desktop/articles/grid/data-analysis/show-summaries-(totals)-in-grids.md deleted file mode 100644 index 2d5bd1ba95..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-analysis/show-summaries-(totals)-in-grids.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Show Summaries (Totals) in Grids -author: Alexey Zolotarev -legacyId: 4574 ---- -# Show Summaries (Totals) in Grids -To change the type of summary for a specific column or apply a summary, do the following: -1. Right-click a region within a group footer or grid footer under a specific column: - - ![EU_XtraGrid_GridView_Footer](../../../images/img7479.png) - - A context menu displaying a list of supported summary types will be displayed: - - ![EU_XtraGrid_GridView_SummaryMenu](../../../images/img7481.png) -2. Select the required option from the context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-editing/add-and-delete-grid-records.md b/interface-elements-for-desktop/articles/grid/data-editing/add-and-delete-grid-records.md deleted file mode 100644 index e1433bed96..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-editing/add-and-delete-grid-records.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Add and Delete Grid Records -author: Alexey Zolotarev -legacyId: 4568 ---- -# Add and Delete Grid Records -## Add Records -Click the Append button within the Navigator control: - -![EU_XtraGrid_Navigator_AppendButton](../../../images/img7458.png) - -## Delete Records -Click the Delete button within the Navigator control: - -![EU_XtraGrid_Navigator_DeleteButton](../../../images/img7459.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-editing/edit-grid-cells.md b/interface-elements-for-desktop/articles/grid/data-editing/edit-grid-cells.md deleted file mode 100644 index 147f077659..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-editing/edit-grid-cells.md +++ /dev/null @@ -1,72 +0,0 @@ ---- -title: Edit Grid Cells -author: Alexey Zolotarev -legacyId: 4567 ---- -# Edit Grid Cells -## Activate Cell Editor -Do one of the following: -* Click a cell. -* Focus a cell (for instance, via the keyboard), and press ENTER or F2. -* Focus a cell and press any alpha-numeric key. The editor will be invoked and its contents will be replaced with the pressed character. -* Focus a cell and click the Navigator control's Edit button: - - ![EU_XtraGrid_Navigator_EditButton](../../../images/img7453.png) - -If a cell editor provides a dropdown, you can activate the editor and open its dropdown by pressing ALT+DOWN ARROW or F4. - -## Select and Deselect Cell Text -Press F2 or CTRL+A. - -## Close Cell Editor and Accept Changes Made -Do one of the following: -* Press ENTER. -* Click the End Edit button within the Navigator control: - - ![EU_XtraGrid_Navigator_EndEditButton](../../../images/img7455.png) -* Click any other grid cell. -* Focus any other control. - -## Discard Changes -To discard changes made in a cell press ESC. - -To discard changes made in all cells in a row/card, do one of the following:. -* Press ESC twice. -* Click the Cancel Edit button within the Navigator control: - - ![EU_XtraGrid_Navigator_CancelEditButton](../../../images/img7454.png) - -## Open Cell Editor's Dropdown -Do one of the following: -* Press ALT+DOWN ARROW or F4. -* Click the editor's dropdown button: - - ![EU_XtraEditors_DropDownEdit_DropDownButton](../../../images/img7457.png) - -## Close Cell Editor's Dropdown -For all editors providing a dropdown, you can close the dropdown by pressing ALT+DOWN ARROW. - -If the calculator is displayed in the dropdown, it can be closed via CTRL+ENTER. - -Dropdowns displaying lists of items can be closed by clicking an item with the mouse, or by selecting an item with the keyboard and pressing ENTER. - -## Change Values -### Change Date/Time Values - -You can edit these cell values without opening the dropdown calendar. Position the caret at the portion of a date/time value that needs to be changed. To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -### Change Numeric Values - -To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -### Change Values of Cells That Provide Dropdown Items - -To select the previous value, press CTRL+UP ARROW. To select the next value, press CTRL+DOWN ARROW. - -Note: this feature is not applicable to all editors. - -### Edit Images - -To copy, cut, paste, load and save images in image editors, right click the image and select the required command via the context menu: - -![EU_XtraEditors_ImageEdit_Menu](../../../images/img7456.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-presentation/fix-grid-rows.md b/interface-elements-for-desktop/articles/grid/data-presentation/fix-grid-rows.md deleted file mode 100644 index 69004a9435..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-presentation/fix-grid-rows.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Fix Grid Rows -author: Andrey Nadezhdin -legacyId: 118053 ---- -# Fix Grid Rows -Some applications allow you to fix grid rows at the top or at the bottom of the grid. Fixed rows remain visible while the grid content is scrolled vertically. - -> [!NOTE] -> The following steps may vary depending on an application vendor. - -## Fix a Row -To fix a grid row, do one of the following. -* Click the **Fix Row** ![GridControlIcon_FixRow](../../../images/img126770.png) button located at the left side of a grid row. - - Choose the required fixed row position from the popup menu. - - ![FixedRowsEndUser1](../../../images/img126831.png) -* Right-click a grid row. - - Choose the required fixed row position from the context menu. - - ![FixedRowEndUser2](../../../images/img126832.png) - -## Change a Fixed Row's Position -To unfix a row or change a fixed row's position, do one of the following. -* Click the **Unfix Row** ![GridControlIcon_UnfixRow](../../../images/img126836.png) button located at the left side of a fixed grid row. - - From the popup menu, choose the required fixed row position. Select **None** to unfix a grid row. - - ![FixedRowsEndUser3](../../../images/img126852.png) -* Right-click a fixed grid row. - - Choose the required fixed row position from the context menu. Select **Unfix** to unfix a row. - - ![FixedRowsEndUser4](../../../images/img126853.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-presentation/group-grid-rows.md b/interface-elements-for-desktop/articles/grid/data-presentation/group-grid-rows.md deleted file mode 100644 index c279bb4c48..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-presentation/group-grid-rows.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Group Grid Rows -author: Alexey Zolotarev -legacyId: 4563 ---- -# Group Grid Rows -## Group Data -To group by a specific column, do one of the following: -* Drag a column header from the column header panel to the group panel: - - ![EU_XtraGrid_GridView_group_data](../../../images/img7509.gif) -* Right-click a column header and select **Group By This Column** from the context menu: - - ![EUD_GridControl_GroupDataViaColumnMenu](../../../images/img26344.png) - -## Ungroup Data -To ungroup data by a grouping column, do one of the following: -* Drag a column header from the group panel to the column header panel: - - ![EU_XtraGrid_GridView_ungroup_data](../../../images/img7514.gif) -* Right-click a grouping column's header and select **UnGroup** from the context menu: - - ![EU_XtraGrid_GridView_ColumnHeaderMenu_in_grouppanel](../../../images/img7515.png) - -To remove grouping by all columns, right click the group panel and select **Clear Grouping** from the context menu: - -![EUD_GridControl_ClearGroupingViaGroupPanelMenu](../../../images/img26345.png) - -## Change Group Order -To change group order, move a grouping column header to another position within the group panel: - -![EU_XtraGrid_GridView_regroup_data](../../../images/img7512.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/data-presentation/sort-grid-rows.md b/interface-elements-for-desktop/articles/grid/data-presentation/sort-grid-rows.md deleted file mode 100644 index a02932b306..0000000000 --- a/interface-elements-for-desktop/articles/grid/data-presentation/sort-grid-rows.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Sort Grid Rows -author: Alexey Zolotarev -legacyId: 4564 ---- -# Sort Grid Rows -## Sort Data in Grid Views -To sort records by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header, until an Up or Down Arrow icon is displayed within the header. The Up and Down Arrows indicate ascending and descending sort orders respectively. - -![EU_XtraGrid_GridView_SortAscendingIcon](../../../images/img7562.png) - -To sort records by a column's values while preserving existing sort conditions, do one of the following: -* Click a column header while holding the SHIFT key down, until an Up or Down Arrow icon is displayed within the header. -* Right-click a column header and select **Sort Ascending** or **Sort Descending** from the context menu that appears: - - ![EU_GridControl_SortingViaColumnMenu](../../../images/img117630.png) - -To remove sorting by a column, click a column header while holding the CTRL key down. You can also select Clear Sorting from the column header context menu. - -## Sort Data in Card Views -To sort records by a card field's values and replace existing sort conditions that are applied to the current or other fields: -1. Click the Customize button: - - ![EU_XtraGrid_CardView_CustomizeButton](../../../images/img7489.png) -2. In the Customization window that opens, click the Sort button that corresponds to the target card field: - - ![EU_GridControl_CardView_CustomizationMenuSortButton](../../../images/img117631.png) - -To sort records by a card field's values while preserving existing sort conditions: -1. Click the Customize button. -2. In the Customization window that opens, click the Sort button that corresponds to the target card field, while holding the SHIFT key down. - -To remove sorting by a card field: -1. Click the Customize button. -2. In the Customization window that opens, click the Sort button that corresponds to the target card field, while holding the CTRL key down. - -## Sort Data in Layout Views -To sort records by a card field's values and replace existing sort conditions that are applied to the current or other fields, do the following: -1. Hover over the target card field within any card. The sort (![EU_XtraGrid_LayoutView_SortButton_Icon](../../../images/img7563.png)) and filter buttons will appear. - - ![EU_XtraGrid_LayoutView_FilterSortButtons](../../../images/img7500.png) -2. Click the sort button until its image changes to a black arrow (![EU_XtraGrid_LayoutView_Sort_NonEmptyAscending](../../../images/img7564.png) or ![EU_XtraGrid_LayoutView_Sort_NonEmptyDescending](../../../images/img7565.png)). These images indicate ascending and descending sort orders respectively. - -To sort records by a card field's values while preserving existing sort conditions: -1. Hover over the target card field within any card. The sort and filter buttons will appear. -2. Hold the SHIFT key down and click the sort button until its image changes to a black arrow (![EU_XtraGrid_LayoutView_Sort_NonEmptyAscending](../../../images/img7564.png) or ![EU_XtraGrid_LayoutView_Sort_NonEmptyDescending](../../../images/img7565.png)). - -To remove sorting by a card field: -1. Hover over the target card field within any card. The sort and filter buttons will appear. -2. Hold the CTRL key down and click the sort button until its image changes to two arrows (![EU_XtraGrid_LayoutView_SortButton_Icon](../../../images/img7563.png)). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/layout-customization/expand-and-collapse-rows-and-cards-in-grids.md b/interface-elements-for-desktop/articles/grid/layout-customization/expand-and-collapse-rows-and-cards-in-grids.md deleted file mode 100644 index dfab0033ff..0000000000 --- a/interface-elements-for-desktop/articles/grid/layout-customization/expand-and-collapse-rows-and-cards-in-grids.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Expand and Collapse Rows and Cards in Grids -author: Alexey Zolotarev -legacyId: 4643 ---- -# Expand and Collapse Rows and Cards in Grids -## Expand/Collapse Group Rows in Grid Views -To expand/collapse a group row, do one of the following: -* Click the row's expand button: - - ![EU_XtraGrid_GridView_ExpandButton](../../../images/img7493.png) -* Double-click the group row. -* Double-click the indicator cell corresponding to the group row: - - ![EU_XtraGrid_GridView_IndicatorCells](../../../images/img7494.png) -* Focus the group row and press PLUS (to expand the row) or MINUS (to collapse the row). -* Focus the group row and press RIGHT ARROW (to expand the row) or LEFT ARROW (to collapse the row). - -To expand or collapse all group rows, right-click the group panel at the top of the control. This opens the group panel context menu. Then select Full Expand or Full Collapse respectively: - -![EU_XtraGrid_GridView_GroupPanelMenu](../../../images/img7495.png) - -## Expand/Collapse Master Rows in Grid Views -To expand/collapse a master row, do one of the following: -* Click the master row's expand button: - - ![EU_XtraGrid_GridView_MasterRow_ExpandButton](../../../images/img7496.png) -* Double-click the indicator cell corresponding to the master row: - - ![EU_XtraGrid_GridView_MasterRow_IndicatorCells](../../../images/img9098.png) -* Focus the master row and press CTRL+PLUS (to expand the row) or CTRL+MINUS (to collapse the row). - -## Expand/Collapse Cards in Card and Layout Views -Do one of the following: -* Click a card's Expand button: - - ![EU_XtraGrid_CardView_ExpandButton](../../../images/img7497.png) -* Click a card's caption and press PLUS (to expand the card) or MINUS (to collapse the card). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/layout-customization/hide-and-display-grid-columns-bands-and-card-fields.md b/interface-elements-for-desktop/articles/grid/layout-customization/hide-and-display-grid-columns-bands-and-card-fields.md deleted file mode 100644 index f98a417657..0000000000 --- a/interface-elements-for-desktop/articles/grid/layout-customization/hide-and-display-grid-columns-bands-and-card-fields.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Hide and Display Grid Columns, Bands and Card Fields -author: Alexey Zolotarev -legacyId: 4571 ---- -# Hide and Display Grid Columns, Bands and Card Fields -## Hide Columns/Bands in Grid Views -Do one of the following: -* Click a column header/band header and drag it onto the grid control's cell area, until the cursor changes its image to a big 'X'. Then drop the header. - - ![EU_XtraGrid_GridView_HideColumn](../../../images/img7483.png) -* Drag and drop a column/band header onto the Customization Form if it's open: - - ![EU_XtraGrid_GridView_HideColumnDragToCustomization](../../../images/img7484.png) - -## Display Hidden Columns/Bands in Grid Views -1. Open the Customization Form by right-clicking a column header and selecting Column Chooser: - - ![EU_XtraGrid_GridView_ColumnHeaderMenu](../../../images/img7486.png) - - The Customization Form will be displayed listing hidden columns and bands (if any): - - ![EU_XtraGrid_GridView_CustomizationForm](../../../images/img7487.png) -2. Drag the required column/band from the Customization Form onto the column/band header panel and drop it at a specific position. - - ![EU_XtraGrid_GridView_DragHiddenColumnOntoHeaderPanel](../../../images/img7488.png) - -> [!NOTE] -> When a band is hidden together with its child bands and columns, headers of hidden children are not displayed within the Customization Form. - -## Change the Visibility of Fields in Card Views -1. Click the Customize button: - - ![EU_XtraGrid_CardView_CustomizeButton](../../../images/img7489.png) -2. To hide specific fields, clear corresponding check boxes in the opened window. To display hidden items, enable corresponding check boxes: - - ![EU_XtraGrid_CardView_CustomizationMenu](../../../images/img7490.png) - -## Change the Visibility of Fields in Layout Views -1. Click the Customization button within the header panel: - - ![EU_XtraGrid_LayoutView_CustomizeButton](../../../images/img7491.png) -2. To hide a field, in the Layout View Customization Window, drag and drop the field from the Template Card onto the Hidden Items list. To display a hidden field, drag it from the Hidden Items list onto the Template Card at the required position: - - ![EU_XtraGrid_LayoutView_CustomizationForm](../../../images/img7492.png) -3. Click OK or Apply. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/layout-customization/rearrange-grid-columns-bands-and-card-fields.md b/interface-elements-for-desktop/articles/grid/layout-customization/rearrange-grid-columns-bands-and-card-fields.md deleted file mode 100644 index 314bca7110..0000000000 --- a/interface-elements-for-desktop/articles/grid/layout-customization/rearrange-grid-columns-bands-and-card-fields.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Rearrange Grid Columns, Bands and Card Fields -author: Alexey Zolotarev -legacyId: 4569 ---- -# Rearrange Grid Columns, Bands and Card Fields -## Reorder Columns and Bands in Grid Views -To reorder columns, drag and drop a column header to a new position: - -![EU_XtraGrid_GridView_DragColumns](../../../images/img7558.png) - -To reorder bands, drag and drop a band header to a new position: - -![EU_XtraGrid_GridView_DragBands](../../../images/img7559.png) - -## Rearrange Card Fields in Layout Views - -Do the following: -1. Click the Customization button displayed within the header panel: - - ![EU_XtraGrid_LayoutView_CustomizeButton](../../../images/img7491.png) - - The LayoutView Customization window will open: - - ![EU_XtraGrid_LayoutView_CustomizationForm](../../../images/img7492.png) -2. Rearrange fields using drag and drop, as required. -3. Close the Customization window to apply the changes. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/layout-customization/resize-cards-in-grids.md b/interface-elements-for-desktop/articles/grid/layout-customization/resize-cards-in-grids.md deleted file mode 100644 index 94a63241ad..0000000000 --- a/interface-elements-for-desktop/articles/grid/layout-customization/resize-cards-in-grids.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Resize Cards in Grids -author: Alexey Zolotarev -legacyId: 4644 ---- -# Resize Cards in Grids -## Resize Cards in Card Views -In Card Views, to resize cards horizontally, drag card separators (if they are visible): - -![EU_XtraGrid_CardView_CardSeparator](../../../images/img7553.png) - -## Resize Cards in Layout Views -In Layout Views, to resize cards do the following: -1. Click the Customization button displayed within the header panel: - - ![EU_XtraGrid_LayoutView_CustomizeButton](../../../images/img7491.png) - - The LayoutView Customization window will open: - - ![EU_XtraGrid_LayoutView_CustomizationForm](../../../images/img7492.png) -2. Resize the template card as required. -3. Close the Customization window to apply the changes. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/layout-customization/resize-grid-columns-bands-and-card-fields.md b/interface-elements-for-desktop/articles/grid/layout-customization/resize-grid-columns-bands-and-card-fields.md deleted file mode 100644 index 75f9ed7c0a..0000000000 --- a/interface-elements-for-desktop/articles/grid/layout-customization/resize-grid-columns-bands-and-card-fields.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Resize Grid Columns, Bands and Card Fields -author: Alexey Zolotarev -legacyId: 4570 ---- -# Resize Grid Columns, Bands and Card Fields -## Resize Columns and Bands in Grid Views -To resize columns and bands, drag the right edge of the target column/band header: - -![EU_XtraGrid_GridView_ResizeColumns](../../../images/img7554.png) - -To change a column's width so that it displays its contents compactly in their entirety, do one of the following: -* Double-click the right edge of the column header. -* Right-click the column's header and select **Best Fit**: - - ![EU_XtraGrid_GridView_ColumnHeaderMenu](../../../images/img7486.png) - -To change the widths of all columns so that they display their contents in the best possible way, right-click the header of any column and select **Best Fit (all columns)**. - -## Resize Card Fields in Layout Views -To resize cards or card fields do the following: -1. Click the Customization button displayed within the header panel: - - ![EU_XtraGrid_LayoutView_CustomizeButton](../../../images/img7491.png) - - The LayoutView Customization window will open: - - ![EU_XtraGrid_LayoutView_CustomizationForm](../../../images/img7492.png) -2. Resize the template card and/or fields within the template card as required. -3. Close the Customization window to apply the changes. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/selection-and-navigation/locate-grid-records.md b/interface-elements-for-desktop/articles/grid/selection-and-navigation/locate-grid-records.md deleted file mode 100644 index 669ef6c61a..0000000000 --- a/interface-elements-for-desktop/articles/grid/selection-and-navigation/locate-grid-records.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Locate Grid Records -author: Alexey Zolotarev -legacyId: 4577 ---- -# Locate Grid Records -In Grid Views, you can locate a data row by typing the initial characters of the values contained in this row. - -To locate the nearest row that contains a specific value in a specific column, do the following: -* Focus any cell in the column, against which a search will be performed. -* Type the initial character(s) of the value to be located. The nearest row that contains the specified value in the clicked column will be located. - -To proceed with the search in the forward direction, press CTRL+DOWN ARROW. - -To proceed with the search in the backward direction, press CTRL+UP ARROW. - -To erase the previously typed characters in the search string, press BACKSPACE. - -![IncrementalSearch_anim.gif](../../../images/img2847.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/selection-and-navigation/navigate-through-grid-records.md b/interface-elements-for-desktop/articles/grid/selection-and-navigation/navigate-through-grid-records.md deleted file mode 100644 index 1943912dde..0000000000 --- a/interface-elements-for-desktop/articles/grid/selection-and-navigation/navigate-through-grid-records.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Navigate Through Grid Records -author: Alexey Zolotarev -legacyId: 4573 ---- -# Navigate Through Grid Records -## Move Focus Between Rows and Cards -To move focus between cells and rows use the ARROW, TAB, HOME, END, PAGE UP and PAGE DOWN keys. Note that the ARROW, HOME and END keys are used for navigation between rows/cards only when the focused cell is not being edited. Othewise, these keys affect focus movement within the currently edited cell. - -To focus the next cell, do one of the following: -* Press TAB. -* In Grid Views, press RIGHT ARROW. In Card Views and Layout Views, press DOWN ARROW. - If a cell editor is active, pressing RIGHT ARROW moves focus to the next cell if the caret is positioned at the end of the current cell's text, or if the cell's text is selected in its entirety. - -To focus the previous cell, do one of the following: -* Press SHIFT+TAB. -* In Grid Views, press LEFT ARROW. In Card Views and Layout Views, press UP ARROW. - If a cell editor is active, pressing LEFT ARROW moves focus to the previous cell if the caret is positioned at the beginning of the current cell's text, or if the cell's text is selected in its entirety. - -To focus the first cell within the current row in Grid Views, press HOME. - -To focus the last cell within the current row in Grid Views, press END. - -To focus the first row/card: -* press CTRL+HOME in Grid Views. -* press HOME or CTRL+HOME in Card Views and Layout Views. - -To focus the last row/card: -* press CTRL+END in Grid Views. -* press END or CTRL+END in Card Views and Layout Views. - -To move focus to the Auto Filter Row displayed at the top of a Grid View, do one of the following: -* Click this row. -* If a top data row is focused, press CTRL+UP ARROW. - -## Move Focus Away From the Grid Control -Press CTRL+TAB or CTRL+SHIFT+TAB. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/grid/selection-and-navigation/select-grid-rows-and-cards.md b/interface-elements-for-desktop/articles/grid/selection-and-navigation/select-grid-rows-and-cards.md deleted file mode 100644 index f6ae16df37..0000000000 --- a/interface-elements-for-desktop/articles/grid/selection-and-navigation/select-grid-rows-and-cards.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Select Grid Rows and Cards -author: Alexey Zolotarev -legacyId: 4572 ---- -# Select Grid Rows and Cards -## Select Individual Rows/Cards -To select a row/card and clear the existing selection, do one of the following: -* In Grid Views, click the row's indicator cell or any of its data cells: - - ![EU_XtraGrid_GridView_IndicatorCells](../../../images/img7494.png) -* In Card and Layout Views, click the card's caption or any of its data cells. -* Select the row/card using the ARROW keys. - -## Select Multiple Rows or Cards -To select a row/card while preserving the current selection, do one of the following: -* In Grid Views, click the row's indicator cell or any of its data cells, while holding the CTRL key down. -* In Card and Layout Views, click the card's caption or any of its data cells, while holding the CTRL key down. - -To toggle the focused row's/card's selected state, do one of the following: -* Press CTRL+SPACE. -* Click the row/card while holding the CTRL key down. - -To move focus between rows and cards while preserving the current selection, use CTRL+ARROW keyboard shortcut (supported by Grid and Card Views). - -## Select a Range of Rows/Cards -To select all rows/cards, press CTRL+A (supported by Grid and Layout Views). Before pressing this shortcut, ensure that the focused cell is not being edited - -To select a continuous range or rows/cards, you can do the following -* Use ARROW, PAGE UP, PAGE DOWN keys while holding the SHIFT key down. -* To select all rows/cards between the currently focused row/card and another one, click the target row/card while holding the SHIFT key down. - - > [!NOTE] - > If the SHIFT key is combined with CTRL, the previously selected rows/cards, if there are any, are not unselected. If you use the SHIFT key alone, the previously selected rows/cards are unselected. -* To select a continuous range of cards in Layout Views, drag with the mouse around cards that are to be selected (marquee selection). - -## Copy Selected Records to the Clipboard -Press CTRL+C or SHIFT+INS. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/index.md b/interface-elements-for-desktop/articles/index.md deleted file mode 100644 index cc3c4b2ae6..0000000000 --- a/interface-elements-for-desktop/articles/index.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Interface Elements for Desktop -author: Alexey Kazakov -legacyId: 5647 ---- -# Interface Elements for Desktop - -> [!Warning] -> This is a pre-built example of documentation. You can download the source code and use it as a white-label documentation according to our [DevExpress End-User Documentation License Agreement](https://github.com/DevExpress/dotnet-eud/blob/master/LICENSE.md). -> -> View source code: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). - -This documentation provides information on individual User Interface Elements such as grids, navigation panes, data editors, etc. Each element can provide context menus, allow numerous mouse operations and support various keyboard shortcuts. - -Click on the element you are interested in for more information. -* [Charting](charting.md) -* [Docking](docking.md) -* [Editors](editors.md) -* [Expression Editor](expression-editor.md) -* [Filter Editor](filter-editor.md) -* [Grid](grid.md) -* [Layout Manager](layout-manager.md) -* [Map](map.md) -* [Navigation Bars](navigation-bars.md) -* [PDF Viewer](pdf-viewer.md) -* [Pivot Table](pivot-table.md) -* [Print Preview](print-preview.md) -* [Ribbon](ribbon.md) -* [Rich Text Editor](rich-text-editor.md) -* [Scheduler](scheduler.md) -* [Snap Reporting Engine](snap-reporting-engine.md) -* [Spreadsheet](spreadsheet.md) -* [Toolbars and Menus](toolbars-and-menus.md) -* [Tree List](tree-list.md) -* [Vertical Grid](vertical-grid.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager.md b/interface-elements-for-desktop/articles/layout-manager.md deleted file mode 100644 index 5612dbd2f7..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Layout Manager -author: Alexey Zolotarev -legacyId: 4844 ---- -# Layout Manager -This section describes the capabilities provided by the Layout Manager. It maintains a consistent layout of controls within a form for you, so whenever you resize the form, the controls do not overlap. You can invoke customization mode to temporarily hide specific editors, and then show them again, resize the controls, save and then restore the layout, etc. - -![EndUser_Win_LayoutControl](../images/img9055.png) - -  - -**Layout Customization** -* [Start Layout Customization](layout-manager/layout-customization/start-layout-customization.md) -* [Finish Layout Customization](layout-manager/layout-customization/finish-layout-customization.md) -* [Hide and Display Elements using a Layout Manager](layout-manager/layout-customization/hide-and-display-elements-using-a-layout-manager.md) -* [Change Element Layout](layout-manager/layout-customization/change-element-layout.md) -* [Resize Interface Elements](layout-manager/layout-customization/resize-interface-elements.md) -* [Add Empty Regions, Separators, Splitters and Labels](layout-manager/layout-customization/add-empty-regions-separators-splitters-and-labels.md) -* [Change Text Label Options](layout-manager/layout-customization/change-text-label-options.md) -* [Work with Interface Element Groups](layout-manager/layout-customization/work-with-interface-element-groups.md) -* [Create and Delete Tabbed Groups](layout-manager/layout-customization/create-and-delete-tabbed-groups.md) - -  - -**Save and Restore Layout** -* [Save and Restore Interface Layout](layout-manager/save-and-restore-layout/save-and-restore-interface-layout.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/add-empty-regions-separators-splitters-and-labels.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/add-empty-regions-separators-splitters-and-labels.md deleted file mode 100644 index 224d9be487..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/add-empty-regions-separators-splitters-and-labels.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Add Empty Regions, Separators, Splitters and Labels -author: Alexey Zolotarev -legacyId: 4669 ---- -# Add Empty Regions, Separators, Splitters and Labels -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Add Empty Regions -Empty regions enable greater control over element layout. They can be used, for example, if you want elements to be aligned to the right or bottom edge of a resizeable container. To add an empty region, do one of the following: -* Drag the **Empty Space Item** from the Customization form and drop at the required position on the form. -* Right-click the Layout Control and select **Create EmptySpace Item** from the context menu: - - ![EU_XtraLayout_LayoutControl_Item_ContextMenu](../../../images/img7640.png) - - A new empty region will be added at the bottom of the Layout Control. Then, drag this item to the required position. - -## Add Splitters -To allow controls to be resized even when no customization is being performed, you can add a splitter between these controls. To add a splitter, drag the **Splitter** item from the Customization form onto the main form. - -## Add Separators -A separator is just a line that allows you visually separate the Layout Control's areas. To add a separator, drag the **Separator** item from the Customization form onto the main form. - -## Add Labels -To add a static text label to the Layout Control, do the following: -1. Drag the **Label** item from the Customization form onto the main form. -2. To rename the label, right-click the created label and select **Rename** from the context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-element-layout.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-element-layout.md deleted file mode 100644 index 4255d1f7a5..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-element-layout.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Change Element Layout -author: Alexey Zolotarev -legacyId: 4667 ---- -# Change Element Layout -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Change Element Layout -To rearrange items within the form, use drag-and-drop operations. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-text-label-options.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-text-label-options.md deleted file mode 100644 index 81a34a884a..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/change-text-label-options.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Change Text Label Options -author: Alexey Zolotarev -legacyId: 4671 ---- -# Change Text Label Options -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Rename Labels -To rename a layout item's text label, right-click the item and select **Rename** from the context menu. - -![EU_XtraLayout_LayoutControl_Item_ContextMenu](../../../images/img7640.png) - -To rename a group, right-click the group's caption and select **Rename**. - -![EU_XtraLayout_LayoutControl_Group_ContextMenu](../../../images/img7648.png) - -## Change a Label's Visibility -To hide a layout item's text label or a group's caption, right-click the item/group and select **Hide Text** from the context menu. - -To display a layout item's hidden text label or a group's hidden caption, right-click the item/group and select **Show Text**. - -## Change a Label's Position -To change the position of an item's label or a group's caption, right-click the item/group to open the context menu. Then, select **Text Position** and the required command from this submenu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/create-and-delete-tabbed-groups.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/create-and-delete-tabbed-groups.md deleted file mode 100644 index 5c780948ec..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/create-and-delete-tabbed-groups.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Create and Delete Tabbed Groups -author: Alexey Zolotarev -legacyId: 4670 ---- -# Create and Delete Tabbed Groups -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Combine Layout Items into a Tab Control -1. Select a layout item that is to be added to a tab control by clicking it. - - You can select multiple items simultaneously by clicking them while holding the SHIFT key down. -2. Right-click any of the selected layout items and select **Group** from the context menu: - - ![EU_XtraLayout_LayoutControl_SelectedItems_Menu](../../../images/img7643.png) - - Note that only adjacent selected layout items can be combined into a group, and only if the region occupied by them forms a rectangle. Otherwise, the **Group** command is not available when right-clicking the selection. - - As a result, a new group is created: - - ![EU_XtraLayout_LayoutControl_NewGroup](../../../images/img7647.png) -3. Right-click the group's caption and select **Create Tabbed Group**. - - ![EU_XtraLayout_LayoutControl_NewGroup_ContextMenu](../../../images/img7649.png) - - This creates a tab control with one tab displaying the contents of the original group. - - ![EU_XtraLayout_LayoutControl_NewGroup_NewTabbedGroup](../../../images/img7650.png) - -You can subsequently rename the created tab and customize the contents of tab pages using drag-and-drop and context menus, if required. - -## Combine Groups into a Tab Control -To transform a group into a tab control, right-click the group's caption and select **Create Tabbed Group**. - -![EU_XtraLayout_LayoutControl_Group_ContextMenu](../../../images/img7648.png) - -To add a group as a tab page to an existing tab control, drag the group's caption onto the tab control's header area. - -## Rename Tab Pages -Do the following: -1. Right-click a tab header and select **Rename**: - - ![EU_XtraLayout_LayoutControl_NewTab_ContextMenu](../../../images/img7651.png) -2. Type a new name and press ENTER. - -## Customize Tabbed Groups -To customize the layout of controls and the order of tab pages within a tab control , use drag-and-drop. - -## Ungroup Tabbed Groups -To disassemble a tab control into regular groups, right-click the tab control's header area and select **Ungroup Tabbed Group**. - -![EU_XtraLayout_LayoutControl_TabbedGroup_ContextMenu](../../../images/img7652.png) - -As a result, the tab control will be destroyed and all its tab pages will be displayed as regular groups, one below another. - -![EU_XtraLayout_LayoutControl_TabbedGroup_Disassemble](../../../images/img7653.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/finish-layout-customization.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/finish-layout-customization.md deleted file mode 100644 index 35d24dd526..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/finish-layout-customization.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Finish Layout Customization -author: Alexey Zolotarev -legacyId: 4665 ---- -# Finish Layout Customization -To finish [customization](start-layout-customization.md), do one of the following: -* Close the Customization form by clicking on its close button. - - ![EU_XtraLayout_LayoutControl_CustomizationForm_CloseButton](../../../images/img7641.png) -* Right-click the form and select **Hide Customization Form**. - - ![EU_XtraLayout_LayoutControl_Item_ContextMenu](../../../images/img7640.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/hide-and-display-elements-using-a-layout-manager.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/hide-and-display-elements-using-a-layout-manager.md deleted file mode 100644 index 115845866a..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/hide-and-display-elements-using-a-layout-manager.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Hide and Display Elements using a Layout Manager -author: Alexey Zolotarev -legacyId: 4664 ---- -# Hide and Display Elements using a Layout Manager -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Hide an Element -Do one of the following: -* Right-click on the layout item and select **Hide Item** from the context menu: - - ![EU_XtraLayout_LayoutControl_Item_ContextMenu](../../../images/img7640.png) -* Drag the layout item onto the **Hidden Items** list of the Customization Form. - -## Display a Hidden Element -Drag the required item from the Customization form's Hidden Items list onto the main form. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/resize-interface-elements.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/resize-interface-elements.md deleted file mode 100644 index e0de219eb7..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/resize-interface-elements.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Resize Interface Elements -author: Alexey Zolotarev -legacyId: 4666 ---- -# Resize Interface Elements -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Resize Layout Items -To resize a layout item, drag the layout item's edge: - -![EU_XtraLayout_LayoutControl_ResizeItem](../../../images/img7642.png) - -## Lock Size -To lock a layout item's size, and prevent it from being resized (for instance, when the size of the container changes), right-click on a layout item and select the **Size Constraints** | **Lock Size** menu command: - -![EU_XtraLayout_LayoutControl_Item_ContextMenu](../../../images/img7640.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/start-layout-customization.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/start-layout-customization.md deleted file mode 100644 index 8e01013b13..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/start-layout-customization.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Start Layout Customization -author: Alexey Zolotarev -legacyId: 4663 ---- -# Start Layout Customization -The layout of controls can be modified in customization mode. To invoke customization mode, right-click an empty space within the Layout Manager and select **Customize Layout**: - -![EU_XtraLayout_LayoutControl_ContextMenu](../../../images/img7638.png) - -As a result, the Customization Form opens a list of service items and currently hidden elements: - -![EU_XtraLayout_LayoutControl_CustomizationForm](../../../images/img7639.png) - -Now, you can modify the current layout using drag-and-drop and resizing operations and commands provided by context menus. Context menus that can be invoked by right-clicking within the Layout Manager provide various customization commands. Different commands are available depending upon the type of a layout item which has been right-clicked (a regular control, a group or tabbed group). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/layout-customization/work-with-interface-element-groups.md b/interface-elements-for-desktop/articles/layout-manager/layout-customization/work-with-interface-element-groups.md deleted file mode 100644 index 38c56421a5..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/layout-customization/work-with-interface-element-groups.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Work with Interface Element Groups -author: Alexey Zolotarev -legacyId: 4668 ---- -# Work with Interface Element Groups -To perform layout customization, first invoke [Customization Mode](start-layout-customization.md). After customization has been completed, [exit](finish-layout-customization.md) customization mode. - -## Combine Layout Items into Groups -1. Select a layout item that is to be added to a new group by clicking it. - - You can select multiple items simultaneously by clicking them while holding the SHIFT key down. -2. Right-click any of the selected layout items and select **Group** from the context menu: - - ![EU_XtraLayout_LayoutControl_SelectedItems_Menu](../../../images/img7643.png) - - Note that only adjacent selected layout items can be combined into a group, and only if the region occupied by them forms a rectangle. Otherwise, the **Group** command is not available when right-clicking the selection. - -As a result, a new group is created: - -![EU_XtraLayout_LayoutControl_NewGroup](../../../images/img7647.png) - -You can subsequently rename the group and customize its contents using drag-and-drop and context menus if required. - -## Rename Groups -Do the following: -1. Right-click the group's caption and select **Rename**: - - ![EU_XtraLayout_LayoutControl_Group_ContextMenu](../../../images/img7648.png) -2. Type a new name and press ENTER. - -## Change Group Content -To customize the layout of controls within a group, use drag-and-drop. - -## Ungroup Elements -To ungroup elements, right-click the group's caption and select **Ungroup**: - -![EU_XtraLayout_LayoutControl_Group_ContextMenu](../../../images/img7648.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/layout-manager/save-and-restore-layout/save-and-restore-interface-layout.md b/interface-elements-for-desktop/articles/layout-manager/save-and-restore-layout/save-and-restore-interface-layout.md deleted file mode 100644 index b38ee0561a..0000000000 --- a/interface-elements-for-desktop/articles/layout-manager/save-and-restore-layout/save-and-restore-interface-layout.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Save and Restore Interface Layout -author: Alexey Zolotarev -legacyId: 4675 ---- -# Save and Restore Interface Layout -You can save the current layout of controls to an XML file, and subsequently, restore it. - -## Save the Layout of Controls -1. Invoke [Customization mode](../layout-customization/start-layout-customization.md). -2. In the Customization form that opens, click the **Save Layout** button (![EU_XtraLayout_LayoutControl_CustomizationForm_SaveButton](../../../images/img7661.png)). -3. The Save As dialog will appear. It allows you to specify the XML file to which the layout is to be saved. - -## Load a Layout of Controls -1. Invoke [Customization mode](../layout-customization/start-layout-customization.md). -2. In the Customization form that opens, click the **Load Layout** button (![EU_XtraLayout_LayoutControl_CustomizationForm_LoadButton](../../../images/img7660.png)). -3. The Open File dialog will appear. It allows you to specify the XML file from which the layout is to be loaded. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map.md b/interface-elements-for-desktop/articles/map.md deleted file mode 100644 index 9f2eb4e98b..0000000000 --- a/interface-elements-for-desktop/articles/map.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Map -author: Alexander Temnov -legacyId: 16927 ---- -# Map -The section describes the **Map** control's features and consists of the following topics: -* [Scrolling](map/scrolling.md) -* [Zooming](map/zooming.md) -* [Selection](map/selection.md) -* [Using the Search Panel](map/using-the-search-panel.md) -* [Mini Map](map/mini-map.md) -* [Map Editor](map/map-editor.md) -* [Rulers](map/rulers.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map/map-editor.md b/interface-elements-for-desktop/articles/map/map-editor.md deleted file mode 100644 index a2d523b820..0000000000 --- a/interface-elements-for-desktop/articles/map/map-editor.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Map Editor -author: Kseniya Kuzmina ---- - -# Map Editor -The Map Editor is a built-in tool that allows you to create and modify map items. You can also relocate map items on the map surface, rotate them using a rotation handle, and resize items using the sizing handles. The Map Editor's active mode determines which actions you can perform while editing the map. Use the corresponding editor panel buttons to switch between the Default, Transform, Edit and Create modes. - -![Map Editor Preview](../../images/map-editor-preview.png) - -## Map Editor's Panel - -The Map Editor's panel includes the following buttons: - -- ![Undo](../../images/map-editor-undo-button.png) - Cancels the last action. -- ![Redo](../../images/map-editor-redo-button.png) - Restores the last canceled action. -- ![Default Mode](../../images/map-editor-default-mode-button.png) - Enables "Default" mode. -- ![Transform Mode](../../images/map-editor-transform-mode-button.png) - Activates "Transform" mode. -- ![Edit Mode](../../images/map-editor-edit-mode-button.png) - Turns on "Edit" mode. -- ![Add Pushpin](../../images/map-editor-add-pushpin-button.png) - Enables "Create Pushpin" mode to create pushpins. -- ![Add Path](../../images/map-editor-add-path-button.png) - Enables "Create Path" mode to create map paths. -- ![Add Polyline](../../images/map-editor-add-polyline-button.png) - Activates "Create Polyline" mode to create map polylines. -- ![Add Spline](../../images/map-editor-add-spline-button.png) - Activates "Create Spline" mode to create map splines. -- ![Add Dot](../../images/map-editor-add-dot-button.png) - Enables "Create Dot" mode to create map dots. -- ![Add Ellipse](../../images/map-editor-add-ellipse-button.png) - Enables "Create Ellipse" mode to create ellipses. -- ![Add Rectangle](../../images/map-editor-add-rectangle-button.png) - Turns on "Create Rectangle" mode to create map rectangles. -- ![Add Line](../../images/map-editor-add-line-button.png) - Enables "Create Line" mode to create map lines. - -## Map Editor Modes - -The Map editor provides the following modes that define the available actions when editing a map: - -### Default Mode - -You can only view the map in Default mode. You can use the ![Default Mode Button](../../images/map-editor-default-mode-button.png) button to turn on this mode. - -### Transform Mode - -Select the ![Transform Mode Button](../../images/map-editor-transform-mode-button.png) symbol to enable the Transform mode. This mode allows you to resize and rotate the selected map items using the sizing and rotation handles. You can also move map items by dragging them. - -![Item Transformation](../../images/map-editor-transformation-in-action.png) - -### Edit Mode - -Use the ![Edit Mode Button](../../images/map-editor-edit-mode-button.png) button to enable the Edit mode. It allows you to move, add, and remove item vertices to change vector map shapes. To edit a map item in this mode, select an item to display its points and perform one of the following actions: - -|Action|Animation|Description| -|---|---|---| -|Moving vertices|![Moving Vertices](../../images/map-editor-moving-points.gif)|Relocate a shape's point by dragging it.| -|Adding vertices|![Adding Vertices](../../images/map-editor-adding-points.gif)|Hover the mouse pointer over the item's edge between two neighboring points and click where you want to insert a new vertex.| -|Removing vertices|![Removing Vertices](../../images/map-editor-removing-points.gif)|Remove a shape's point by double-clicking it.| - - -Note that you can only edit the following map vector items: -- Map line -- Map spline -- Map path -- Map polygon -- Map polyline - -### Create Mode - -Create mode allows you to add new items to the map. Select one of the following symbols to create map items: ![Add Pushpin Button](../../images/map-editor-add-pushpin-button.png) ![Add Path Button](../../images/map-editor-add-path-button.png) ![Add Polyline Button](../../images/map-editor-add-polyline-button.png) ![Add Spline Button](../../images/map-editor-add-spline-button.png) ![Add Dot Button](../../images/map-editor-add-dot-button.png) ![Add Ellipse Button](../../images/map-editor-add-ellipse-button.png) ![Add Rectangle Button](../../images/map-editor-add-rectangle-button.png) ![Add Line Button](../../images/map-editor-add-line-button.png) - -You can add dots and pushpins by clicking on the required location. To create a complex map item, add points sequentially to form a map item. Press the **Enter** key or double-click the item to finish its creation. The following animation shows how to create a map path: - -![Map Editor Create Mode](../../images/map-editor-creating-path.gif) - -## How to Delete a Map Item - -Select an item and press the **Delete** key to delete it. diff --git a/interface-elements-for-desktop/articles/map/mini-map.md b/interface-elements-for-desktop/articles/map/mini-map.md deleted file mode 100644 index 7430ef106d..0000000000 --- a/interface-elements-for-desktop/articles/map/mini-map.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Mini Map -author: Roman Karpov -legacyId: 17892 ---- -# Mini Map -The Mini Map provides a complete overview of the map, as well as additional information about the current map viewport, and allows you to navigate to different map regions. - -The mini map supports the following behavior modes. - -**Fixed** - -When a mini map operates in fixed behavior mode, its center point and zoom level are fixed. The following image demonstrates fixed behavior mode. - -Note that center point of the mini map stays the same when the map's center point changes, as well as the zoom level. - -![MapControl_Minimap_FixedBehavior](../../images/img25451.gif) - -**Dynamic** - -In a dynamic behavior mode, mini map settings are changed according to the zoom level and center point of the owner map. The following image demonstrates dynamic behavior mode. - -Note that center point of the mini map is changing depending on the map's center point, as well as the zoom level. - -![MapControl_Minimap_DynamicBehavior_1](../../images/img25452.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map/rulers.md b/interface-elements-for-desktop/articles/map/rulers.md deleted file mode 100644 index 118eb00d3d..0000000000 --- a/interface-elements-for-desktop/articles/map/rulers.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Rulers -author: Eugenia Simonova ---- - -# Rulers -You can use rulers to measure distances and areas on a map. - -| Distance Ruler | Area Ruler | -|:---:|:---:| -| ![Map Distance Ruler](../../images/map-ruler-distance.png) | ![Map Area Ruler](../../images/map-ruler-area.png)| - -## Measure Distances - -Click the ![Distance ruler button](../../images/map-ruler-distance-icon.png) button to create a ruler. This ruler calculates the distance between two or more points on a map. The total distance is shown in a map callout. Note that measurements ignore changes in elevation. - -![Create distance ruler](../../images/map-distance-ruler.gif) - -Click an intermediate point on the ruler to see the distance to this point. - -![Show the distance to an intermediate point](../../images/map-ruler-intermediate-point.gif) - -## Measure Areas -Click ![Area ruler button](../../images/map-ruler-area-icon.png) button to create an area ruler. This ruler calculates the area inside a polygon. The result is shown in a map callout. - -![Create distance ruler](../../images/map-area-ruler.gif) -## Configure Rulers - -After you add a ruler to a map, you can perform the following actions: - -* **Add a ruler point**. Click the position on the ruler where you want to add a point. - - ![ Add a ruler point](../../images/map-ruler-add-point.gif) - -* **Change the ruler polyline**. Click and drag the point to a new location. - - ![ Move a ruler point](../../images/map-ruler-move-point.gif) - -* **Delete a ruler point**. Double-click the ruler point. You can delete a point when the ruler contains more than two points. You can remove the entire ruler if it contains only two points. - - ![ Delete a ruler point](../../images/map-ruler-remove-point.gif) - - -## Remove Rulers - -You can click the cross button on the map callout that displays the measurement results to remove a ruler. - -![Create distance ruler](../../images/map-ruler-remove.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map/scrolling.md b/interface-elements-for-desktop/articles/map/scrolling.md deleted file mode 100644 index 38d0ce9c31..0000000000 --- a/interface-elements-for-desktop/articles/map/scrolling.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Scrolling -author: Roman Karpov -legacyId: 16928 ---- -# Scrolling -The following operations can be performed by end-users to scroll a map. - -| Action | Example | Description | -|---|---|---| -| Hold down the left mouse button and drag it. | | When an end-user holds down the left mouse button, the mouse pointer changes from ![MousePointer](../../images/img22787.png) to ![ZoomingAndScrolling_Scrolling02.png](../../images/img5789.png). Move the mouse pointer by holding down the left mouse button. The map is scrolled in the same direction as the mouse pointer is moved. | -| Use the arrows in the map navigation panel. | ![MapNavArrows](../../images/img22792.png) | An end-user can scroll a map in four directions by clicking the arrows in the map navigation panel. For example, to move east, use the right arrow in the navigation panel. | -| Use the "Arrow" keys (LEFT, UP, RIGHT or DOWN). | | If an end-user presses the LEFT arrow key, the map is moved west; if an end-user presses the UP arrow key, the map is moved north; if an end-user presses the RIGHT arrow key, the map is moved east; if an end-user presses the DOWN arrow key, the map is moved south. | -| Use flick gestures on a touchscreen device. | ![Gesture_Scroll](../../images/img18691.png) | An end-user can scroll a map using flick gestures on a touchscreen device. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map/selection.md b/interface-elements-for-desktop/articles/map/selection.md deleted file mode 100644 index ac01149325..0000000000 --- a/interface-elements-for-desktop/articles/map/selection.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Selection -author: Alexander Temnov -legacyId: 16930 ---- -# Selection -To select a map item, do one of the following: -* Tap a map item on a touchscreen device. -* Hover over a map item with the mouse pointer and click it. - -If multiple selection is enabled, you can sequentially click several items to select them. To select multiple map items within a rectangular area, do the following: -* Hold the **Shift** key and the left mouse button. -* Drag the mouse pointer to mark an area that includes map items to be selected. -* Release the left mouse button. This will select all map items within the area. - -![XtraMap_ItemMultiselection](../../images/img24650.gif) diff --git a/interface-elements-for-desktop/articles/map/using-the-search-panel.md b/interface-elements-for-desktop/articles/map/using-the-search-panel.md deleted file mode 100644 index 875f93ddac..0000000000 --- a/interface-elements-for-desktop/articles/map/using-the-search-panel.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Using the Search Panel -author: Roman Karpov -legacyId: 16931 ---- -# Using the Search Panel -This document explains how to use a search panel in the **Map** control. - -The **Search Panel** is a UI element that accepts text input and displays the results of a search request returned by the search service. - -The Search Panel allows you to find a location on the map and see the search results for a request in the panel. - -To start a search, type a place name ("Texas", for example) in the panel. The result is shown in the image below. - -![BuiltInSearchPanel](../../images/img22441.png) - -To cancel a request, click the delete (![SearchPanel -CancelSymbol](../../images/img22560.png)) icon on the right side of the panel. - -Notice that the map pushpin only shows the "Houston, TX" location on the map. Note, however, that the search result also displays the **Show others…** item, which means that the **Microsoft Bing Search** service found alternative results for this request. - -Click the **Show others...** option to see the other search results. - -![SearchClickShowOthers](../../images/img22443.png) - -Other search results ("Texas, Heard Co., GA", "Texas, QLD, Australia", etc.) will be displayed along with the **Show best result…** option. - -![SearchShowOthers](../../images/img22442.png) - -To see only "Houston, TX", click **Show best result…** in the Search panel. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/map/zooming.md b/interface-elements-for-desktop/articles/map/zooming.md deleted file mode 100644 index 712f5e3377..0000000000 --- a/interface-elements-for-desktop/articles/map/zooming.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Zooming -author: Roman Karpov -legacyId: 16929 ---- -# Zooming -The following operations can be performed by end-users to zoom in to or out of a map. - -| Action | Example | Effect | -|---|---|---| -| Use the **Plus** or **Minus** symbols in the map navigation panel | ![MapNavPanelClickPlusSymbol](../../images/img22759.png) | Click the **Plus** or **Minus** symbols in the map navigation panel. | -| Use the track bar slider in the map navigation panel. | ![MapNavPanelTrackBar](../../images/img22761.png) | Select the track bar slider in the map navigation panel by hovering the mouse cursor over the slider. Drag the track bar slider to the right (zoom in) or to the left (zoom out) in the map navigation panel. To stop zooming, release the left mouse button. Note that a tooltip that displays the current zoom level appears below the track bar slider. | -| Drag an area on the map while holding the **Shift** and **Ctrl** keys. | ![ZoomInSelectMap](../../images/img22755.png) | Hold the **Shift** and **Ctrl** keys, and the left mouse button. Then, drag the mouse pointer. This draws a rectangle on the map that corresponds to the map zoom region. To zoom into the specified rectangular area, release the left mouse button. | -| Use the **+** or **-** keys. | | If the "**+**" key is pressed, the map is zoomed in. If the "**-**" key is pressed, the map is zoomed out. | -| Use the mouse wheel | | Scroll the mouse wheel to zoom in to and out of a map. | -| Use the spread or pinch gesture on a touchscreen device | ![Gesture_ZoomIn](../../images/img18689.png) ![Gesture_ZoomOut](../../images/img18690.png) | Zoom in to or out of a map by performing a spread or pinch gesture on any touchscreen device. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/navigation-bars.md b/interface-elements-for-desktop/articles/navigation-bars.md deleted file mode 100644 index 3efe519b6c..0000000000 --- a/interface-elements-for-desktop/articles/navigation-bars.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Navigation Bars -author: Alexey Zolotarev -legacyId: 4845 ---- -# Navigation Bars -This section describes the capabilities provided by the Navigation Bars. - -![EndUser_Win_NavigationBars](../images/img9061.png) - -  - -Topics in this section: -* [Navigation Pane](navigation-bars/navigation-pane.md) -* [Navigation Bar](navigation-bars/navigation-bar.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/navigation-bars/navigation-bar.md b/interface-elements-for-desktop/articles/navigation-bars/navigation-bar.md deleted file mode 100644 index b8f6166312..0000000000 --- a/interface-elements-for-desktop/articles/navigation-bars/navigation-bar.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Navigation Bar -author: Alexey Zolotarev -legacyId: 4645 ---- -# Navigation Bar -## Expand Groups in the Navigation Bar That Can Display Multiple Groups at One Time -Windows Explorer Bar style navigation bars can display multiple groups at one time, as in the image below: - -![EU_XtraNavBar_ExplorerBarView](../../images/img7577.png) - -To collapse a specific expanded group, click the expand button within the group's header: - -![EU_XtraNavBar_ExplorerBarView_ExpandButton](../../images/img7578.png) - -To expand a specific collapsed group, click the collapse button: - -![EU_XtraNavBar_ExplorerBarView_CollapseButton](../../images/img7579.png) - -## Expand Groups in the Navigation Bar That Displays One Group at a Time -To expand a specific collapsed group, click the group's button. The previously opened group will be collapsed. - -![EU_XtraNavBar_SideBarView](../../images/img7576.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/navigation-bars/navigation-pane.md b/interface-elements-for-desktop/articles/navigation-bars/navigation-pane.md deleted file mode 100644 index 75a14d76ab..0000000000 --- a/interface-elements-for-desktop/articles/navigation-bars/navigation-pane.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Navigation Pane -author: Alexey Zolotarev -legacyId: 4646 ---- -# Navigation Pane -## Expand Groups -A Navigation Pane displays only one group at a time. Other groups are collapsed and their buttons are displayed at the bottom or in the Overflow panel. You can use the horizontal splitter to control the number of group buttons shown outside of the Overflow panel. - -![EU_XtraNavBar_NavPaneView](../../images/img7580.png) - -To activate a group, click its caption button. - -## Minimize the Navigation Pane -To minimize the Navigation Pane, click the Minimize button: - -![EU_XtraNavBar_NavPaneView_MinimizeButton](../../images/img7581.png) - -## Display the Contents of the Minimized Navigation Pane -To display the contents of a minimized Navigation Pane, you can restore it to its normal state, or display its contents while it's in the minimized state. - -To restore the minimized Navigation Pane to its normal size, click the Maximize button: - -![EU_XtraNavBar_NavPaneView_MaximizeButton](../../images/img7582.png) - -To display the contents of the Navigation Pane when it's in the minimized state, click the current group's button: - -![EU_XtraNavBar_NavPaneView_MinimizedState_ClickGroupButtons](../../images/img7584.png) - -To display the contents of the group that is currently hidden, do the following: -1. Click the dropdown button at the bottom of the Navigation Pane: - - ![EU_XtraNavBar_NavPaneView_MinimizedState_ClickDropDownButton](../../images/img7585.png) -2. Select the required group in the menu that opens: - - ![EU_XtraNavBar_NavPaneView_MinimizedState_SelectCollapsedGroup](../../images/img7586.png) -3. Click the current group's button: - - ![EU_XtraNavBar_NavPaneView_MinimizedState_ClickAnotherGroupButton](../../images/img7587.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pdf-viewer.md b/interface-elements-for-desktop/articles/pdf-viewer.md deleted file mode 100644 index ed51faa67c..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: PDF Viewer -author: Alexander Temnov -legacyId: 17451 ---- -# PDF Viewer - -This section describes the **PDF Viewer** features. - -The PDF Viewer can display PDF files with different document content such as text, images, vector graphics, etc. - -![pdf-viewer-control-windows-forms](../images/img19650.jpg) - -The section consists of the following articles: - -* [Manage Documents and Files](pdf-viewer/manage-documents-and-files.md) -* [Print Documents](pdf-viewer/print-documents.md) -* [Navigate and View a Document](pdf-viewer/navigate-and-view-a-document.md) -* [Adjust the Document View](pdf-viewer/adjust-the-document-view.md) -* [Select and Copy the Document Content](pdf-viewer/select-and-copy-the-document-content.md) -* [View Document Properties](pdf-viewer/view-document-properties.md) -* [Thumbnails](pdf-viewer/thumbnails.md) -* [Bookmarks](pdf-viewer/bookmarks.md) -* [File Attachments](pdf-viewer/file-attachment.md) -* [Annotations](pdf-viewer/annotations.md) -* [Export and Import the AcroForm Data](pdf-viewer/export-and-import-the-acroform-data.md) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/adjust-the-document-view.md b/interface-elements-for-desktop/articles/pdf-viewer/adjust-the-document-view.md deleted file mode 100644 index 3dfbca91fa..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/adjust-the-document-view.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Adjust the Document View -author: Alexander Temnov -legacyId: 17479 ---- -# Adjust the Document View -This topic describes the features that adjust the view in the PDF Viewer. - -The document consists of the following sections. -* [Rotate a Document](#rotate) -* [Zoom In and Out of a Document](#inout) -* [Using Marquee Zoom Tool](#marqueezoom) -* [Use a Specific Zoom Factor](#zoomfactor) - -## Rotate a Document -To rotate a document, use the following commands. -* **Rotate Clockwise** - - Rotates the document clockwise through **90** degrees. To perform this command, right-click the viewed document, choose the **Rotate Clockwise** ![pdf-viewer-rotate-clockwise](../../images/img24380.jpg) item, or press **Ctrl + Shift + Add**. - - ![pdf-viewer-6](../../images/img122765.jpg) -* **Rotate Counterclockwise** - - Rotates the document counterclockwise through **90** degrees. To do this, invoke the context menu by right-clicking the document, choose the **Rotate Counterclockwise** ![pdf-viewer-rotate-cuonterclockwise](../../images/img24381.jpg) item, or press **Ctrl + Shift + Subtract**. - -## Zoom In and Out of a Document -Use buttons from the **Zoom** button group of the PDF Viewer tab. - -![pdf-viewer-zoom](../../images/img24376.jpeg) - -To zoom in a document, click the **Zoom In** button on the toolbar, or press **Ctrl**+**Plus** sign. - -To zoom out of a document, click the **Zoom Out** button on the toolbar, or press **Ctrl**+**Minus** sign. - -To zoom in or out of a document, you can also hold down **Ctrl** and rotate the mouse wheel. - -## Using Marquee Zoom Tool -The **Marquee Zoom** tool allows end users to zoom in a particular part of the page. - -To activate the **Marquee Zoom** tool: -* right-click the viewing document; -* select the **Marquee Zoom** item in the context menu. - - ![MarqueeZoomTool](../../images/img125290.png) - -You can perform the following actions: -* zoom in on a portion of a page by dragging a rectangle around it; - - ![ZoomToRectangle](../../images/img125291.png) -* increase the zoom level by clicking; -* decrease the zoom level by clicking while pressing the **Ctrl** key. - -## Use a Specific Zoom Factor -To zoom to a specific zoom factor, click the **Zoom** dropdown list button. The following list will be invoked. - -![pdf-viewer-zoom-list](../../images/img24377.jpg) - -Choose the percentage value of the zoom factor or one of the following zoom factor presets. -* **Actual Size** - - Sets the document zoom factor value to **100**%. -* **Zoom to Page Level** - - Sets the document zoom factor value to fit to the widest or highest page in a document. -* **Fit to Width** - - Sets the document zoom factor value to fit to the width of the widest page in a document. -* **Fit to Visible** - - The document zoom factor is calculated to fit to the width of the visible content of a page. The region of the visible page content is defined by the bleed box. If the bleed box is not defined, the Fit to Visible mode operates the same as Fit to Width mode. - diff --git a/interface-elements-for-desktop/articles/pdf-viewer/annotations.md b/interface-elements-for-desktop/articles/pdf-viewer/annotations.md deleted file mode 100644 index fb7bd152ce..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/annotations.md +++ /dev/null @@ -1,67 +0,0 @@ -# Annotations - -You can use annotations to highlight important text the author should change, for example, when you review a document. - -The PDF Viewer allows you to create text annotations (sticky notes) and text markup annotations (text highlights). All document annotations are displayed in the **Comments** panel. - -![image](../../images/pdf-viewer-comments-pane.png) - -## Create Annotations - -Use commands on the **Comment** ribbon page to create text markup annotations and sticky notes. Enable the selection tool in the **Text** group and select the text that should have an annotation. Click **Sticky Note** to place the sticky note in a document. - -![image](../../images/comment-toolbar.png) - -You can also add text markup annotations from the context menu. - -![image](../../images/markup-context-menu.png) - -You can change the default settings for annotation tools. Click the drop-down arrow in the corresponding annotation tool in the **Text** ribbon group and specify the color and opacity. - -![image](../../images/markup-tool-color-picker.png) - -## Edit Annotations - -Double-click the annotation in the **Comments** panel to edit its contents. - -![image](../../images/pdf-viewer-navigation-pane-comments-edit.png) - -Right-click the annotation in the document or **Comments** navigation page and select **Properties...** to invoke the **Annotation Properties** dialog. - -![image](../../images/pdf-viewer-pop-up-comment.png) - -![image](../../images/annotation-properties-dialog.png) - - This dialog allows you to change the annotation parameters. Click **Set as Default** to use the new settings as the default settings for all annotations. - -## Add Replies and Reviews to the Annotation - -You can use the **Comments** navigation pane to add replies and set review statuses for the annotations. - -Select an annotation on the pane, enter text in the invoked editor, and click **Reply** to add the reply to the annotation. - -![image](../../images/pdf-viewer-comments-pane-reply.png) - -To specify the review status, right-click an annotation, select Set Status, and set the status. Select None to remove the review status. - -![image](../../images/pdf-viewer-pop-up-comment-review.png) - -## Sort and Filter Annotations - -You can sort and filter comments by page, author, date, type, check and review status. - -Click the **Sort** button on the **Comments** navigation page to sort annotations and comments. - -![image](../../images/pdf-viewer-pop-up-comment-sort.png) - -Click the **Filter** button to apply the filter. This filter is applied to the annotations in the pane and in the document. - -![image](../../images/pdf-viewer-pop-up-comment-filter.png) - -Use the **Search comments..** field to show annotations that contain the search text. - -## Remove Annotations - -Right-click an annotation in the document or **Comments** navigation pane and select **Delete** in the context menu to remove the annotation. You can also select an annotation and press the **Delete** key. - -![image](../../images/pdf-viewer-delete-markup-annotation.png) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/bookmarks.md b/interface-elements-for-desktop/articles/pdf-viewer/bookmarks.md deleted file mode 100644 index 56cc691092..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/bookmarks.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Bookmarks -author: Alexander Temnov -legacyId: 115328 ---- -# Bookmarks -The document describes the PDF Viewer bookmarks capabilities and customization options on a navigation pane. - -This topic consists of the following sections. -* [Overview](#overview) -* [Customization](#customization) - -## Overview -**Bookmarks** (outlines) are used to navigate quickly from one part of a document to another. The PDF Viewer can show bookmarks on the navigation pane for a PDF document that contains them. - -Click on a bookmark to display a page linked to the bookmark in the Viewer. Bookmarks can also open web pages. - -![ClickBookmark](../../images/img118808.jpg) - -Bookmarks are displayed in a hierarchical tree providing a convenient document overview. They can show or hide the document hierarchy in the navigation pane. - -To open (or close) a bookmark item, click it with the mouse. - -![BookmarkItems](../../images/img118809.jpg) - -After the bookmark item is open, you can see its children in the pane. - -## Customization -To customize the bookmarks behavior, click the **Options** drop-down button in the **Bookmarks** panel, as shown below. - -![RuntimeBookmarkOptions](../../images/img118811.png) - -The available options are: -* **Expand Current Bookmark** - - Shows all lower-level bookmarks in the **Bookmarks** panel. -* **Collapse Top-Level Bookmarks** - - Collapses nested bookmarks. -* **Text Size** - - Sets the text size of nodes located in the PDF navigation pane to **Small**, **Medium** or **Large**. -* **Go to Bookmark** - - Goes to a bookmark. -* **Print Page(s)** - - Prints only pages to which selected bookmarks are linked in the document. -* **Print Section(s)** - - Prints a document section corresponding to selected bookmarks. -* **Wrap Long Bookmarks** - - Wraps long lines in the outline node text if the option is checked. If the **Wrap Long Bookmarks** option is unchecked, shows the outline node text unwrapped in the PDF Viewer. diff --git a/interface-elements-for-desktop/articles/pdf-viewer/export-and-import-the-acroform-data.md b/interface-elements-for-desktop/articles/pdf-viewer/export-and-import-the-acroform-data.md deleted file mode 100644 index 30b7981571..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/export-and-import-the-acroform-data.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Export and Import the AcroForm Data -author: Alexander Temnov -legacyId: 115331 ---- -# Export and Import the AcroForm Data -This document describes how to export and import a document with AcroForm data. - -**Export** - -To export a PDF document with interactive forms to supported formats (FDF, XFDF, XML or TXT). -* Click the **Export** button on the PDF Viewer's toolbar (if you use a Ribbon toolbar, you can find this button in the **Interactive Form** tab). - - ![ExportAcroForms](../../images/img118905.png) - - The **Save As** dialog appears. - - ![ExportAcroForm_SaveAs](../../images/img118906.png) - - In this dialog you specify a file name, and the format in which the document should be exported (FDF, XFDF, XML or TXT). To save a document, click **Save**, as shown above. - -**Import** - -To import a document that contains interactive forms from FDF, XFDF, XML or TXT: -* Click the **Import** button on the PDF toolbar (in the Ribbon toolbar you can find this button in the **Interactive Form** tab). - - ![ImportAcroFormData](../../images/img118909.png) -* This invokes the **Open** dialog box, where you can choose a file with interactive forms (e.g., in the FDF format) to import data. To perform import, click **Open**. - - ![OpenAcroFormData](../../images/img118910.png) -* The imported document is shown below. - - ![ImportedAcroForm](../../images/img118911.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pdf-viewer/file-attachment.md b/interface-elements-for-desktop/articles/pdf-viewer/file-attachment.md deleted file mode 100644 index b93644d749..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/file-attachment.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: File Attachments -author: Alexander Temnov -legacyId: 115330 ---- -# File Attachments - -This document describes the available actions for attachments in the PDF Viewer. - -An attachment is a file that is attached to a PDF document. The PDF Viewer shows file attachments in the **Attachments** panel of the navigation pane. - -![Attachment](../../images/img121136.png) - -## Open an Attachment - -To open certain file attachments, you need an application that can read the corresponding file format. To view an attachment, do one of the following: - -* double click the attached file; - - or -* select the file and click the "Open file in its native application" icon in the **Attachments** panel. - - ![OpenAttachment](../../images/img121138.jpg) - -The **Security Warning** message appears. It warns you that the PDF Viewer will be use an external application to open the attached file. - -![AttachmentWarning](../../images/img121141.png) - -Click **Yes** to open the attached file, otherwise click **No**. - -## Save an Attachment - -The file attachment can be saved to your disk. To do this, select the file and click the "Save attachment" icon, as shown below. - -![ClickSaveAttachment](../../images/img121145.jpg) - -The **Save As** dialog appears. - -![SaveAttachmentToDisk](../../images/img121147.png) - -Choose the file attachment location on the disk, specify the file name, and click **Save**. diff --git a/interface-elements-for-desktop/articles/pdf-viewer/manage-documents-and-files.md b/interface-elements-for-desktop/articles/pdf-viewer/manage-documents-and-files.md deleted file mode 100644 index 1da4e5efe8..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/manage-documents-and-files.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Manage Documents and Files -author: Alexander Temnov -legacyId: 17452 ---- -# Manage Documents and Files -This document describes how to open and save PDF files using the PDF Viewer. - -This topic consists of the following sections. -* [Open a PDF File](#open) -* [Save a PDF File](#save) - -## Open a PDF File -To open a document for viewing, click the **Open** button, or press **Ctrl**+**O**. - -![pdf-viewer-0](../../images/img24354.png) - -In the invoked dialog, choose a PDF file and click **Open**. - -![pdf-viewer-open](../../images/img24292.png) - -## Save a PDF File -If you need to save your PDF file to disk, click the **Save As** button, or press **Ctrl**+**S**. - -![pdf-viewer-save-as](../../images/img24396.png) - -In the invoked **Save As** dialog, locate the folder where you want to store your file, enter the document's name and click **Save**. - -![pdf-viewer-save-as](../../images/img24293.png) - -Your document will be saved with the **.pdf** file extension. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pdf-viewer/navigate-and-view-a-document.md b/interface-elements-for-desktop/articles/pdf-viewer/navigate-and-view-a-document.md deleted file mode 100644 index 7c2a796807..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/navigate-and-view-a-document.md +++ /dev/null @@ -1,85 +0,0 @@ ---- -title: Navigate and View a Document -author: Alexander Temnov -legacyId: 17454 ---- -# Navigate and View a Document -This document provides information on using the PDF Viewer user interface to navigate through the document content. - -The topic consists of the following sections. -* [Navigate Between Pages](#navigation) -* [Navigate Between Viewes](#views) -* [Search for a Specific Text](#search) - -## Navigate Between Pages -To navigate between pages, use one of the following. -* The scrollbars. -* **Previous** and **Next** navigation buttons. - - ![pdf-viewer-1](../../images/img24365.jpg) - - These buttons allow you to switch to the previous or next page of a document. -* The **Pager** that is used to show the current page number and the total number of pages in a document. - - ![ChangePage](../../images/img124778.png) - - To change the page number in the **Pager**, type a new page number and press **ENTER**. -* The **Bookmarks** panel located on the Navigation pane. - - ![BookmarksPanel](../../images/img124929.png) - - To jump to a topic, click a bookmark. -* The **Page Thumbnails** panel located on the Navigation pane. - - ![PageThumbnails ](../../images/img125140.png) - - To jump to the page in a document, click a page thumbnail in the **Page Thumbnails** panel. - -## Navigate Between Views -To change the page view, use one of the following. -* Right-click this document and select the **Previous View** ![pdf-viewer-prev-view](../../images/img24366.png) or **Next View** ![pdf-viewer-next-view](../../images/img24367.jpeg) item in the invoked context menu. - - ![pdf-viewer-8](../../images/img24449.png) - - or... - - press **Alt**+**Left** or **Alt**+**Right**. -* Move a page with the **Hand** tool. - - The **Hand** tool enables you to scroll content by dragging the document instead of using scrollbars. - - To activate the **Hand** tool, right-click the viewing document and select the **Hand Tool** ![previewButtonHand](../../images/img7263.png) item in the context menu. - - ![pdf-viewer-5](../../images/img24444.png) - - Then, after you click the document's page, the mouse pointer is changed from ![ZoomingChart5](../../images/img7227.gif) to ![ZoomingChart6](../../images/img7228.jpeg). Drag the mouse pointer to scroll the document. -* Use zoom toolbars to change page magnification. For more details, see the **Adjust the Document View** topic. - -## Search for a Specific Text -To search for a specific text within a document, click the **Find** button on the toolbar. - -![pdf-viewer-12](../../images/img24457.jpg) - -To invoke the **Find** dialog using the context menu, right-click the document and select the **Find** ![previewButtonSearch](../../images/img7282.png) item in the context menu. - -![pdf-viewer-7](../../images/img24446.png) - -In the **Find** dialog, type the text you want to search for and specify the following settings (if required): - -* The **Case Sensitive** option specifies whether to ignore the letter case when searching text. - -* The **Whole Words Only** option only considers whole words when searching text. For example, it does not find the word **types** when you search for **type**. - -![pdf-viewer-search](../../images/img24368.png) - -* To start searching, click the **Next** button in the **Find** dialog, or press the **ENTER** key when the PDF Viewer shows the **Find** dialog. - -The PDF Viewer stops searching when it finds the first occurrence of the search text, highlights the occurrence and navigates to the highlighted text. - -To search for the next match, click the **Next** button in the **Find** dialog, or press the **ENTER** key again when the PDF Viewer shows the **Find** dialog. - -To go to the previous match, click the **Previous** button. - -The PDF Viewer shows the following message when it finds the final occurrence of the search text or there were no results that match the search text. - -![TextSearchFinished](../../images/img132397.png) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/print-documents.md b/interface-elements-for-desktop/articles/pdf-viewer/print-documents.md deleted file mode 100644 index 6771005ef9..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/print-documents.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Print Documents -author: Alexander Temnov -legacyId: 17453 ---- -# Print Documents -To print the current document, click the **Print** command located on the **File** toolbar button group, or press **CTRL**+**P**. - -![pdf-viewer-print](../../images/img24397.jpg) - -In the invoked standard **Print** dialog, choose the printer, specify the printing parameters and click **Print**. - -![pdf-viewer-3](../../images/img24442.png) - -Alternatively, to invoke the **Print** dialog, right-click the document area and select the **Print...** ![previewButtonQuickPrint](../../images/img7262.png) item in the context menu. - -![pdf-viewer-4](../../images/img24443.png) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/select-and-copy-the-document-content.md b/interface-elements-for-desktop/articles/pdf-viewer/select-and-copy-the-document-content.md deleted file mode 100644 index 8969c16ddd..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/select-and-copy-the-document-content.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Select and Copy the Document Content -author: Alexander Temnov -legacyId: 17480 ---- -# Select and Copy the Document Content -The PDF Viewer provides for selecting and copying text from the selectable document to the clipboard. - -To enable the selection mode, invoke the context menu and choose the **Select Tool** item. This mode is active by default. - -![pdf-viewer-11](../../images/img24456.png) - - -To copy an image: - -* select the image or any part of an image; - -* right click the image and select the **Copy** command in the context menu, or press **Ctrl**+ **C**; - -![CopyImage](../../images/img122777.png) - -* paste the image into a desired application by choosing the **Past** command in the context menu, or pressing **Ctrl**+**V**. - -To copy text: - -* highlight the text you desire; - -* choose the **Copy** command in the context menu, or press **Ctrl**+**C**; - -![CopyText](../../images/img122778.png) - -* paste the content into an application. - - -To select all the text in a document for copying, invoke the context menu and choose the **Select All** ![pdf-viewer-select-all](../../images/img24383.png) command, or press **Ctrl**+**A**. - -![pdf-viewer-10](../../images/img24454.png) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/thumbnails.md b/interface-elements-for-desktop/articles/pdf-viewer/thumbnails.md deleted file mode 100644 index 379bb42902..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/thumbnails.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Thumbnails -author: Alexander Temnov -legacyId: 117797 ---- -# Thumbnails -This document introduces page thumbnails and describes their capabilities on a Navigation pane. - -This document consists of the following sections. -* [Overview](#overview) -* [Customization](#customization) - -## Overview -A thumbnail provides a miniature preview of a document page. The PDF Viewer shows page thumbnails of an active PDF document in the **Page Thumbnails** panel. The panel is located on the **Navigation** pane. - -![PageThumbnails ](../../images/img124910.png) - -When a thumbnail is selected, the PDF Viewer shows the corresponding page. - -![SelectedThumbnail](../../images/img125140.png) - -You can navigate through a document by selecting the page thumbnails. - -The **Page Thumbnails** panel provides thumbnail options that can be accessed using one of the following ways: -* click the **Options** drop-down button; - - ![ThumbnailsOptions](../../images/img125143.png) -* use the right click menu of the **Page Thumbnails** panel. - - ![ThumbnailsOptionsContextMenu](../../images/img125156.png) - -## Customization -The **Page Thumbnails** panel provides the following options. -* **Print Pages...** - invokes the **Print** dialog in which you can print pages that correspond to the selected thumbnails. - - Use this option after a thumbnail is selected. If there are no selected thumbnails in the panel, the **Page range** option in the **Print** dialog is set to **All**. This means that all pages in a document can be printed. -* **Enlarge Page Thumbnails** - increases the page thumbnails size. -* **Reduce Page Thumbnails** - decreases the page thumbnails size. - -You can also enlarge/reduce thumbnail size using one of the following ways: -* press **Ctrl** on the keyboard and scroll the mouse wheel when the **Page Thumbnails** panel is focused; -* use the zoom slider which is placed on the **Page Thumbnails panel**. - - ![ThumbnailsZoomSlider](../../images/img125162.png) diff --git a/interface-elements-for-desktop/articles/pdf-viewer/view-document-properties.md b/interface-elements-for-desktop/articles/pdf-viewer/view-document-properties.md deleted file mode 100644 index 831b02bbb9..0000000000 --- a/interface-elements-for-desktop/articles/pdf-viewer/view-document-properties.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: View Document Properties -author: Alexander Temnov -legacyId: 17496 ---- -# View Document Properties -To view information related to the currently opened document, invoke the context menu by right-clicking this document and selecting **Document properties...** item. - -![pdf-viewer-13](../../images/img24459.png) - -The dialog displaying the standard set of the PDF file properties is invoked. - -![pdf-viewer-14](../../images/img24460.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table.md b/interface-elements-for-desktop/articles/pivot-table.md deleted file mode 100644 index ec5ad9214f..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Pivot Table -author: Natalia Kazakova -legacyId: 4846 ---- -# Pivot Table -This section describes the capabilities provided by the Pivot Table, which represents data in a cross-tabulated form. - -![EndUser_Win_PivotGrid](../images/img9062.png) - -  - -**Data Editing** -* [Edit Data in Pivot Tables](pivot-table/data-editing/edit-data-in-pivot-tables.md) - - Describes how to edit cell values and regular expressions used to calculate these values. -* [Edit Unbound Expression](pivot-table/data-editing/edit-unbound-expression.md) - - Describes how to edit the unbound field's expression. - -  - -**Data Presentation** -* [Sort Data in Pivot Tables](pivot-table/data-presentation/sort-data-in-pivot-tables.md) - - Describes how you can sort field values alphabetically or by summary values displayed in a particular column or row. -* [Filter Data in Pivot Tables](pivot-table/data-presentation/filter-data-in-pivot-tables.md) - - Provides information on how to filter data by hiding specific rows or columns via filter drop-down lists, and how to provide more advanced filtering by building a complex filter condition. -* [Apply Conditional Formatting](pivot-table/data-presentation/apply-conditional-formatting.md) - - Describes how to change the appearance of individual cells based on specific conditions. -* [Change Summary Type in Pivot Tables](pivot-table/data-presentation/change-summary-type-in-pivot-tables.md) - - Describes how to specify which calculations the Pivot Table should perform against its data. - -* [Pinned (Fixed) Columns](pivot-table/data-presentation/pinned-(fixed)-columns.md) - - Describes how to pin columns in the Pivot Table. - -  - -**Layout Customization** -* [Expand and Collapse Groups in Pivot Tables](pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md) - - Provides information on how to expand and collapse field values and field headers. -* [Hide Pivot Table Fields](pivot-table/layout-customization/hide-pivot-table-fields.md) - - Guides you through the process of hiding Pivot Table fields. -* [Display Hidden Pivot Table Fields](pivot-table/layout-customization/display-hidden-pivot-table-fields.md) - - Describes how to display fields that have previously been hidden. -* [Reorder Pivot Table Fields](pivot-table/layout-customization/reorder-pivot-table-fields.md) - - Provides information on how to reorder Pivot Table fields. - -  - -**Selection and Navigation** -* [Select Cells in Pivot Tables](pivot-table/select-cells-in-pivot-tables.md) - - Describes how to select a single or multiple cells, and copy their contents to the clipboard. - -  - -**Field List** -* [Field List Overview](pivot-table/field-list-overview.md) - - Provides basic information about Field Lists. -* [Invoke a Field List](pivot-table/field-list/invoke-a-field-list.md) - - Describes how to invoke a Field List. -* [Defer Pivot Table Updates](pivot-table/field-list/defer-pivot-table-updates.md) - - Describes how to prevent automatic Pivot Table updates and force it to update manually. -* [Change Field List Layout](pivot-table/field-list/change-field-list-layout.md) - - Provides information on how to change the layout of an advanced Field List. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-data-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-data-in-pivot-tables.md deleted file mode 100644 index 4a3122f39f..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-data-in-pivot-tables.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Edit Data in Pivot Tables -author: Natalia Kazakova -legacyId: 8457 ---- -# Edit Data in Pivot Tables -## Edit Cell Values -To edit a cell value, click the cell and specify a new value: - -![EU_XtraPivotGrid_InplaceEditor](../../../images/img12052.png) - -Cell values are specified via editors of different types (e.g. text editor, calculator, etc.), depending on the cell data type and pivot table settings. - -## Edit Expressions -Specific columns allow you to set a regular or Boolean expression which will be used to calculate their values. Clicking the column header invokes the Expression Editor used to specify the expression: - -![EU_XtraPivotGrid_ExpressionEditor](../../../images/img12051.png) - -To learn more about using the Expression Editor, see [Expression Editor](../../expression-editor.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-unbound-expression.md b/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-unbound-expression.md deleted file mode 100644 index 870c2698e8..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-editing/edit-unbound-expression.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Edit Unbound Expression -author: Natalia Kazakova -legacyId: 114400 ---- -# Edit Unbound Expression -To edit the unbound field's expression, use the [Expression Editor](../../expression-editor.md). Select the **Expression Editor** menu command to invoke it. - -Expressions allow you to calculate values based on values of other fields. - -![_EU_ExpressionEditorInvoking](../../../images/img118797.png) - -An expression is a string that, when parsed and processed, evaluates a value. Expressions consist of field names, constants, operators, and functions. Field names must be wrapped in brackets. Here are examples of expressions: - -_"[Quantity] * [UnitPrice] * (1 - [BonusAmount])"_ - -_"[FirstName] + ' ' + [LastName]"_ - -_"[Country] == 'USA'"_ - -_"[OrderDate] > #8/16/1994# AND [Quantity] > 20"_ - -For more information about syntax you can use in expressions, see [Pivot Grid Expression Syntax](pivot-grid-expression-syntax.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-editing/pivot-grid-expression-syntax.md b/interface-elements-for-desktop/articles/pivot-table/data-editing/pivot-grid-expression-syntax.md deleted file mode 100644 index 3d74526967..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-editing/pivot-grid-expression-syntax.md +++ /dev/null @@ -1,284 +0,0 @@ ---- -title: Pivot Grid Expression Syntax -author: Margarita Zakhodyaeva ---- -# Pivot Grid Expression Syntax - -The following topic contains constants, operators, and functions you can use in Pivot Grid [expressions](edit-unbound-expression.md). - ->[!NOTE] -> Refer to [Criteria Language Syntax](../../expression-editor/expression-operators-functions-and-constants.md) for a list of basic constants, operators, and functions DevExpress products support. - -## Constants - -| Constant | Description | Example | -|---|---|---| -| String | Wrap string constants in apostrophes.| [Country] = 'France'| -|constants | If a string contains an apostrophe, use double apostrophes.|[Name] = 'O''Neil'| -| Date-time constants| Wrap date-time constants in hash symbol '#'.| [OrderDate] >= #2018-03-22 13:18:51.94944# -| Represents the 'True' Boolean value.| [InStock] = True | [InStock] = True | -| False | Represents the 'False' Boolean value.| [InStock] = False -| Enumeration | To specify an enumeration value, use its underlying integer value. Do not use an enumeration's qualified name in an expression. | _Correct_: [Status] = 1
_Incorrect_: [Status] = Status.InProgress|
-| GUID | Wrap a GUID constant in curly braces. Use GUID constants only with equality and inequality operators.| [OrderID] = {513724e5-17b7-4ec6-abc4-0eae12c72c1f} | -| Numeric | Add suffixes to literals to specify a numeric type:
* Int32 (int)
* Int16 (short)
* Byte (byte)
* Double (double)
* Single (float)
* Decimal (decimal)
|
* [ID] = 25
* [Qty] = 25s
* [ByteField] = 201b
* [Price] = 25.0
* [Price] = 25.0f
* [Price] = 25.0m
| -| ? | A missing, invalid or unknown value. We recommend using the **IsNull** unary operator ("[Region] Is Null") or the **IsNull** logical function ("IsNull([Region])") instead. | [Region] != ? | - - -## Operators - -| Operator | Description | Example | -|---|---|---| -| + | Calculates the sum of two numeric operands. Concatenates the string representations of operands, if one of them is a string. | [UnitPrice] + 4
[FirstName] + ' ' + [LastName]
| -| - | Subtracts the second operand from the first operand. | [Price1] - [Price2] | -| * | Multiplies operands.| [Quantity] * [UnitPrice] | -| / | Divides the first operand by the second operand.| [Quantity] / 2 | -| % | Returns the remainder after division of the first operand by the second operand.| [Quantity] % 3| -| \| | Performs a bitwise inclusive OR on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Number] \| [Number] | -| & | The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If both bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. | [Number] & 10 | -| ^ | Performs a bitwise exclusive OR on two numeric expressions. | [Number] ^ [Number] | -| =
==
| Returns true if operands are equal; otherwise, it returns false. | [Quantity] = 10 -| != | Returns true if operands are not equal; otherwise, it returns false. | [Country] != 'France' | | -| < | Relational 'less than' operator.| [UnitPrice] < 20 | -| <= | Relational 'less than or equal' operator. | [UnitPrice] <= 20 | -| >= | Relational 'greater than or equal' operator. | [UnitPrice] >= 30 | -| > | Relational 'greater than' operator. | [UnitPrice] > 30 | -| And
&&
| Performs a logical conjunction on two Boolean expressions. | [InStock] And ([ExtendedPrice]> 100)
[InStock] && ([ExtendedPrice]> 100)
| -| Or
\|\|
| Performs a logical disjunction on two Boolean expressions. | [Country]=='USA' Or [Country]=='UK'
[Country]=='USA' \|\| [Country]=='UK'
| -| ~ | Performs a bitwise negation on a numeric expression.| ~[Roles] = 251 | -| Not
!
| Performs a logical negation on a Boolean expression. | Not [InStock]
![InStock]
| -| + | Returns a numeric expression's value (a unary operator). | +[Value] = 10 | -| - | Returns the negative of a numeric expression's value (a unary operator). | -[Value] = 20 | -| Is Null | Returns true if an expression is a null reference, the one that does not refer to any object. | [Region] is null | -| In (value1,value2,...) | Specifies a list of values to test. Returns **true** if an operand is equal to a value contained in a list. | [Country] In ('USA', 'UK', 'Italy') | -| Between (value1,value2) | Specifies a range to test. Returns **true** if an operand is greater than or equal to the value1 and less than or equal to the value2.| [Quantity] Between(10, 20)
[Product Name] Between('Ikura','Pavlova')
| - - -## Aggregate Functions - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Returns the average of the values.
![func-average](../../../images/func_average4457.png)
| Avg([Quantity]) returns an average quantity of goods in an order, if the pivot table is built upon the data table where each row is an order. The Quantity values are summarized for all orders in the underlying data table, and the result is divided by the total number of orders.| -| Count() | Returns the number of records in the underlying data table. | Count() | -|IsTotal(Dimension1, Dimension2, …)|Determines whether a total summary value is being calculated.|Not IsTotal([fieldProductName]) And FirstValue([fieldCategoryName]) = ‘Beverages’ -|FirstValue()|Returns the first value from rows used to calculate an aggregate value.|FirstValue([ProductName]) returns the first product among all products in the underlying data table, if the pivot table is built upon the data table where each row is a product. -| Exists() | Not supported in Pivot Grid expressions.| | -| Max(Value) | Returns the maximum value. | Max([Quantity]) returns the maximum quantity of goods in a single order among all orders in the underlying data table, if the pivot table is built upon the data table where each row is an order. | -| Min(Value) | Returns the minimum value. | Min([Quantity]) returns the maximum quantity of goods in a single order among all orders in the underlying data table, if the pivot table is built upon the data table where each row is an order. | -| Single() | Not supported in Pivot Grid expressions. | | -| Sum(Value) | Returns the sum of all values.| Sum([Quantity]) returns the number of all items in all orders in the underlying data table, if the pivot table is built upon the data table where each row is an order.| - - -## Date-time Functions - -| Function | Description | Example | -|---|---|---| -| AddDays(DateTime, DaysCount) | Returns a date-time value that adds the specified number of days to the specified DateTime. | AddDays([OrderDate], 30) | -| AddHours(DateTime, HoursCount) | Returns a date-time value that adds the specified number of hours to the specified DateTime. | AddHours([StartTime], 2) | -| AddMilliSeconds(DateTime, MilliSecondsCount) | Returns a date-time value that adds the specified number of milliseconds to the specified DateTime. | AddMilliSeconds(([StartTime], 5000)) | -| AddMinutes(DateTime, MinutesCount) | Returns a date-time value that adds the specified number of minutes to the specified DateTime. | AddMinutes([StartTime], 30) | -| AddMonths(DateTime, MonthsCount) | Returns a date-time value that adds the specified number of months to the specified DateTime. | AddMonths([OrderDate], 1) | -| AddSeconds(DateTime, SecondsCount) | Returns a date-time value that adds the specified number of seconds to the specified DateTime. | AddSeconds([StartTime], 60) | -| AddTicks(DateTime, TicksCount) | Returns a date-time value that adds the specified number of ticks to the specified DateTime. | AddTicks([StartTime], 5000) | -| AddTimeSpan(DateTime, TimeSpan) | Returns a date-time value that adds the specified TimeSpan to the specified DateTime. | AddTimeSpan([StartTime], [Duration]) | -| AddYears(DateTime, YearsCount) | Returns a date-time value that adds the specified number of years to the specified DateTime. | AddYears([EndDate], -1) | -| DateDiffDay(startDate, endDate) | Returns the number of day boundaries between two non-nullable dates. | DateDiffDay([StartTime], Now()) | -| DateDiffHour(startDate, endDate) | Returns the number of hour boundaries between two non-nullable dates. | DateDiffHour([StartTime], Now()) | -| DateDiffMilliSecond(startDate, endDate) | Returns the number of millisecond boundaries between two non-nullable dates. | DateDiffMilliSecond([StartTime], Now()) | -| DateDiffMinute(startDate, endDate) | Returns the number of minute boundaries between two non-nullable dates. | DateDiffMinute([StartTime], Now()) | -| DateDiffMonth(startDate, endDate) | Returns the number of month boundaries between two non-nullable dates. | DateDiffMonth([StartTime], Now()) | -| DateDiffSecond(startDate, endDate) | Returns the number of second boundaries between two non-nullable dates. | DateDiffSecond([StartTime], Now()) | -| DateDiffTick(startDate, endDate) | Returns the number of tick boundaries between two non-nullable dates. | DateDiffTick([StartTime], Now()) | -| DateDiffYear(startDate, endDate) | Returns the number of year boundaries between two non-nullable dates. | DateDiffYear([StartTime], Now()) | -| GetDate(DateTime) | Returns the date component of the specified DateTime. | GetDate([OrderDateTime]) | -| GetDateWeekYear() |Returns the date of the first day of the week for a given DateTime (uses culture settings). | GetDateHourMinuteSecond([OrderDate]) | -| GetDay(DateTime) | Returns an integer that is the day of the month in the specified DateTime. | GetDay([OrderDate]) | -| GetDayOfWeek(DateTime) | Returns the day of the week in the specified DateTime. | GetDayOfWeek([OrderDate]) | -| GetDayOfYear(DateTime) | Extracts the day of the year from the defined DateTime. | GetDayOfYear([OrderDate]) | -| GetHour(DateTime) | Returns an integer that is the hour component of the specified DateTime, expressed as a value between 0 and 23. | GetHour([StartTime]) | -| GetMilliSecond(DateTime) | Returns an integer that is the millisecond component of the specified DateTime. | GetMilliSecond([StartTime]) | -| GetMinute(DateTime) | Returns an integer that is the minute component of the specified DateTime. | GetMinute([StartTime]) | -| GetMonth(DateTime) | Returns an integer that is the month component of the specified DateTime. | GetMonth([StartTime]) | -| GetSecond(DateTime) | Returns an integer that is the second component of the specified DateTime. | GetSecond([StartTime]) | -| GetTimeOfDay(DateTime) | Returns an integer that is the number of ticks that have elapsed since midnight. | GetTimeOfDay([StartTime]) | -| GetYear(DateTime) | Returns an integer that is the year component of the specified DateTime. | GetYear([StartTime]) | -| IsApril(DateTime) | Returns True if the specified date falls within April. | IsApril([OrderDate]) | -| IsAugust(DateTime) | Returns True if the specified date falls within August. | IsAugust([OrderDate]) | -| IsDecember(DateTime) | Returns True if the specified date falls within December. | IsDecember([OrderDate]) | -| IsFebruary(DateTime) | Returns True if the specified date falls within February. | IsFebruary([OrderDate]) | -| IsJanuary(DateTime) | Returns True if the specified date falls within January. | IsJanuary([OrderDate]) | -| IsJuly(DateTime) | Returns True if the specified date falls within July. | IsJuly([OrderDate]) | -| IsJune(DateTime) | Returns True if the specified date falls within June. | IsJune([OrderDate]) | -| IsLastMonth(DateTime) | Returns True if the specified date falls within the previous month. | IsLastMonth([OrderDate]) | -| IsLastYear(DateTime) | Returns True if the specified date falls within the previous year. | IsLastYear([OrderDate]) | -| IsMarch(DateTime) | Returns True if the specified date falls within March. | IsMarch([OrderDate]) | -| IsMay(DateTime) | Returns True if the specified date falls within May. | IsMay([OrderDate]) | -| IsNextMonth(DateTime) | Returns True if the specified date falls within the next month. | IsNextMonth([OrderDate]) | -| IsNextYear(DateTime) | Returns True if the specified date falls within the next year. | IsNextYear([OrderDate]) | -| IsNovember(DateTime) | Returns True if the specified date falls within November. | IsNovember([OrderDate]) | -| IsOctober(DateTime) | Returns True if the specified date falls within October. | IsOctober([OrderDate]) | -| IsSameDay(DateTime, DateTime) | Returns True if the specified DateTime values fall within the same day. | IsSameDay([OrderDate], [ShipDate] ) | -| IsSeptember(DateTime) | Returns True if the specified date falls within September. | IsSeptember([OrderDate]) | -| IsThisMonth(DateTime) | Returns True if the specified date falls within the current month. | IsThisMonth([OrderDate]) | -| IsThisWeek(DateTime) | Returns True if the specified date falls within the current week. | IsThisWeek([OrderDate]) | -| IsYearToDate(DateTime) | Returns True if the specified date falls within the year-to-date period. This period starts from the first day of the current year and continues up to the current date including today. | IsYearToDate([OrderDate]) | -| IsThisYear(DateTime) | Returns True if the specified date falls within the current year. | IsThisYear([OrderDate]) | -| LocalDateTimeDayAfterTomorrow() | Returns a date component of the DateTime value which is the day after tomorrow. | AddDays(LocalDateTimeDayAfterTomorrow(), 5) | -| LocalDateTimeLastMonth() | Returns the date which is the first day of the previous month. | AddMonths(LocalDateTimeLastMonth(), 5) | -| LocalDateTimeLastWeek() | Returns the date which is the first day of the previous week. | AddDays(LocalDateTimeLastWeek(), 5) | -| LocalDateTimeLastYear() | Returns the date which is the first day of the previous year. | AddYears(LocalDateTimeLastYear(), 5) | -| LocalDateTimeNextMonth() | Returns the date which is the first day of the next month. | AddMonths(LocalDateTimeNextMonth(), 5) | -| LocalDateTimeNextWeek() | Returns the date which is the first day of the next week. | AddDays(LocalDateTimeNextWeek(), 5) | -| LocalDateTimeNextYear() | Returns the date which is the first day of the next year. | AddYears(LocalDateTimeNextYear(), 5) | -| LocalDateTimeNow() | Returns the current date and time. | AddDays(LocalDateTimeNow(), 5) | -| LocalDateTimeThisMonth() | Returns the date which is the first day of the current month. | AddMonths(LocalDateTimeThisMonth(), 5) | -| LocalDateTimeThisWeek() | Returns the date which is the first day of the current week. | AddDays(LocalDateTimeThisWeek(), 5) | -| LocalDateTimeThisYear() | Returns the date which is the first day of the current year. | AddYears(LocalDateTimeThisYear(), 5) | -| LocalDateTimeToday() | Returns the current date. | AddDays(LocalDateTimeToday(), 5) | -| LocalDateTimeTomorrow() | Returns the tomorrow's date. | AddDays(LocalDateTimeTomorrow(), 5) | -| LocalDateTimeTwoMonthsAway() | Returns the date which is the first day of the next month. | AddMonths(LocalDateTimeTwoMonthAway(), 5) | -| LocalDateTimeTwoWeeksAway() | Returns the date which is the first day of the next week. | AddDays(LocalDateTimeTwoWeeksAway(), 5) | -| LocalDateTimeTwoYearsAway() | Returns the date which is the first day of the next year. | AddYears(LocalDateTimeTwoYearsAway(), 5) | -| LocalDateTimeYearBeforeToday() | Returns the date which is the day one year ago. | AddYears(LocalDateTimeYearBeforeToday(), 5) | -| LocalDateTimeYesterday() | Returns the yesterday's date. | AddDays(LocalDateTimeYesterday(), 5) | -| Now() | Returns the current system date and time. | AddDays(Now(), 5) | -| Today() | Returns a DateTime value that is the today's date with the time component set to 00:00:00 (midnight). | AddMonths(Today(), 1) | -| UtcNow() | Returns the current system date and time, expressed as the Coordinated Universal Time (UTC). | AddDays(UtcNow(), 7) | - -## Logical Functions - -| Function | Description | Example | -|---|---|---| -| Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) | Returns one of several specified values depending upon the values of logical expressions. The function can take 2N+1 arguments (N - the number of specified logical expressions):
* Each odd argument specifies a logical expression;
* Each even argument specifies the value that is returned if the previous expression evaluates to **true**
| Iif(Name = 'Bob', 1, 0)
Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 0)
-| IsNull(Value) | Returns True if the specified Value is NULL. | IsNull([OrderDate]) | -| IsNull(Value1, Value2) | Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. | IsNull([ShipDate], [RequiredDate]) | -| IsNullOrEmpty(String) | Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. | IsNullOrEmpty([ProductName]) | - -## Math Functions - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -## String Functions - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned. | Contains([ProductName], 'dairy') | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string’s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string’s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - -## Operator Precedence - -When an expression contains multiple operators, their precedence determines the order in which expression elements are evaluated. - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* '.' relationship qualifier (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -You can group elements with parentheses to change the default precedence. For instance, the operators are performed in the default order in the first code sample below. In the second code sample, the addition operation is performed first because its associated elements are grouped with parentheses, and the multiplication operation is performed last. - -_Accounts[Amount == 2 + 48 * 2]_ - -_Accounts[Amount == (2 + 48) * 2]_ - -## Case Sensitivity - -Operators are case insensitive. - -> [!NOTE] -> A data source affects certain operators' behavior. For instance, SQL Server Express 2005 is configured as case insensitive. In this case, the following expression always evaluates to **true**: -> -> _Lower(Name) == Upper(Name)_ - -## Escape Characters - -Use a backslash (\) as an escape character for characters in expressions, for example: - -* \\[ -* \\\ -* \\' - -## Export to XLS and XLSX - -The Pivot Grid does not [export](../exporting-and-printing/exporting-and-printing.md) expressions to XLS and XLSX format. - - - - - - - - - - - - - - - - diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation.md deleted file mode 100644 index 22fed4eaa7..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Data Presentation -author: Natalia Kazakova -legacyId: 9665 ---- -# Data Presentation -This section describes how you can customize data presentation in Pivot Tables. - -The following sections are available. -* [Sort Data in Pivot Tables](data-presentation/sort-data-in-pivot-tables.md) - - Describes how you can sort field values alphabetically or by summary values displayed in a particular column or row. -* [Filter Data in Pivot Tables](data-presentation/filter-data-in-pivot-tables.md) - - Provides information on how to filter data by hiding specific rows or columns via filter drop-down lists, and how to provide a more advanced filtering by building a complex filter condition. -* [Apply Conditional Formatting](data-presentation/apply-conditional-formatting.md) - - Describes how to change the appearance of individual cells based on specific conditions. -* [Change Summary Type in Pivot Tables](data-presentation/change-summary-type-in-pivot-tables.md) - - Describes how to specify which calculations Pivot Table should perform against its data. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/apply-conditional-formatting.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/apply-conditional-formatting.md deleted file mode 100644 index d0d8f0ab65..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/apply-conditional-formatting.md +++ /dev/null @@ -1,83 +0,0 @@ ---- -title: Apply Conditional Formatting -author: Natalia Kazakova -legacyId: 18274 ---- -# Apply Conditional Formatting -You can change the appearance of individual cells based on specific conditions using **Format Rules** context menu. This feature helps to highlight important information, identify trends and exceptions, and compare data. - -To invoke the menu, do the following. -* Right-click the data cell corresponding to the intersection of the required data, row and column field. -* Select the required rule from the list. - -![WinForms Pivot Format Rules Popup Menu](../../../images/img25785.png) - -Available format rules are displayed when expanding the **Format Rules** menu. - -## Highlighting Cells that Meet a Specific Condition -This rule formats cells if values matches one of the predefined conditions, custom condition or contain the specified text. - -To apply this format, do the following: -* Choose the **Highlight Cell Rules** menu item and select the rule type. - - ![EU_FormatRulesHighlightingCells](../../../images/img26292.png) -* According to the selected rule type, an appropriate dialog window is invoked. - - ![EU-HighlightingCellsDialogBox](../../../images/img26317.png) - - Specify the rule value(s), choose a format style in the dropdown list, and click the OK button. To apply formatting to all data cells instead of an intersection, clear the **Apply only to specific level** check box. - -## Highlighting Top or Bottom Cell Values -This rule formats cells that contain the highest or lowest values, and values that are above or below the average of the field intersection data cells value. - -To apply this format, do the following: -* Choose the **Top/Bottom Rules** menu item and select the rule type. - - ![EU_FormatRulesTopBottom](../../../images/img26293.png) -* According to the selected rule type, an appropriate dialog window is invoked. - - ![EU-TopBottomDialogBox](../../../images/img26318.png) - - Specify the rule value if it is necessary, choose a format style in the dropdown list, and click the OK button. - -## Highlighting Cells Using Data Bars -A data bar fills a cell according to the ratio of the cell's value to the highest and smallest field intersection data cells values. A longer bar corresponds to a higher value, and a shorter bar, to a lower value. - -To apply this format, choose the **Data Bars** menu item and select the bar style format. - -![EU_FormatRulesDataBars](../../../images/img26291.png) - -Solid bars and bars with gradient fills are available in various colors. - -## Applying Color Scales -This format shows data distribution and variation using color scales. A cell is filled with a background color that is calculated according to the ratio of the cell's value to the highest and smallest field intersection data cells values. - -To apply this format, choose the **Color Scales** menu item and select one of the predefined two or three-color scales. - -![EU_FormatRulesColorScales](../../../images/img26290.png) - -## Highlighting Cells Using Predefined Icons -Icon sets allow you to classify data cells values into three, four or five ranges separated by threshold values, and display a specific icon in a cell according to the range to which this cell value belongs. In the Positive/Negative group, the available icon sets divide column values into three ranges: positive values, negative values and values equal to zero. - -To apply this format, choose the **Icon Sets** menu item and select one of the predefined icon sets. - -![EU_FormatRulesIconSets](../../../images/img26294.png) - -## Conditional Formatting Rules Manager -You can create, sort and modify the created rules using the **Conditional Formatting Rules Manager**. To invoke this manager, select the **Manage Rules...** item from the Format Rules context menu. - -![WinForms PivotFormat Rules Manager](../../../images/img118790.png) -* To **create** a new rule, click the **New Rule...** button, select a rule type and specify its parameters. Depending on rule type, you can set maximum and minimum values, specify format, colors or icon style, etc. -* To **edit** the existing rule, click the **Edit Rule...** button and change the rule parameters. Besides that, you can see the rule's format preview and specify row, measure and column in the list of rules in the main window. -* To **delete** the rule, select the rule and click the **Delete Rule** button. -* To **reorder** rules, select the rule and click **Up** or **Down** button. - -## Deleting Rules -If you have already applied one or more rules to data cells, the additional **Clear Rules** item is displayed in the **Conditional Formatting** menu. - -![EU_FormatRulesClearRules](../../../images/img26289.png) - -You can select one of the following items. -* Click the **Clear Rules from This Intersection** menu item to delete conditional formatting rules from the target fields intersection. -* Click the **Clear Rules from This Measure** menu item to delete conditional formatting rules from the target data field. -* Click the **Clear Rules from All Measures** menu item to delete formatting rules from all data cells. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/change-summary-type-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/change-summary-type-in-pivot-tables.md deleted file mode 100644 index 235dc013b8..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/change-summary-type-in-pivot-tables.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Change Summary Type in Pivot Tables -author: Natalia Kazakova -legacyId: 9657 ---- -# Change Summary Type in Pivot Tables -Pivot Tables can perform different calculations against data (for instance, calculating sums, averages, maximum and minimum values, etc.). - -To specify which calculations Pivot Table should do against its data, left-click a data header and choose the appropriate function type. - -![EU_XtraPivotGrid_SummaryChanging](../../../images/img13514.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md deleted file mode 100644 index 30a58dcdbd..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Filter Data in Pivot Tables -author: Natalia Kazakova -legacyId: 4650 ---- -# Filter Data in Pivot Tables -By default, the Pivot Table processes all records when calculating its values. Data filtering allows you to process only those records that meet your requirements. - -Topics in this section describe three ways of filtering data in Pivot Tables - filtering by field values, filtering by cell values and building complex filter criteria. - -The following sections and topics are available. -* [Filter Data by Field Values](filter-data/filter-data-by-field-values.md) - - Contains topics that describe how to specify simple filter conditions via Filter Windows. -* [Filter Data by Cell Values](filter-data/filter-data-by-cell-values.md) - - Contains topics that describe how to specify which cell values to display and which to hide. -* [Build Complex Filter Criteria](filter-data/build-complex-filter-criteria.md) - - Describes the Filter Editor that allows you to build complex filter criteria. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md deleted file mode 100644 index 1b228fa556..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Build Complex Filter Criteria -author: Natalia Kazakova -legacyId: 9664 ---- -# Build Complex Filter Criteria -Use a Filter Editor to build complex filter criteria with an unlimited number of filter conditions, combined by logical operators. - -![EU_XtraPivotGrid_Filter](../../../../images/img7617.png) - -To invoke the Filter Editor, click an empty space within the Pivot Table header region and select **Show Filter** from the context menu. - -![EU_XtraPivotGrid_ShowFieldListMenu](../../../../images/img7594.png) - -After you have built and applied a filter condition, a filter panel appears at the bottom of the Pivot Table. This panel displays the filter condition. - -![pivotgrid_FilterPanel](../../../../images/img13154.png) - -Click the **Edit Filter** button to invoke the Filter Editor and modify a filter condition. - -To temporarily disable filtering, uncheck the ![EU_XtraPivotGrid_FilterPanel_EnableButton](../../../../images/img7619.png) button. - -To remove filtering, click the ![EU_XtraPivotGrid_FilterPanel_CloseButton](../../../../images/img7620.png) button. - -See also: -* [Filter Data via the Filter Editor](../../../filter-editor/filter-data-via-the-filter-editor.md) -* [Examples of Using the Filter Editor](../../../filter-editor/examples-of-using-the-filter-editor.md) diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values.md deleted file mode 100644 index 74b6a588f9..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Filter Data by Cell Values -author: Natalia Kazakova -legacyId: 11951 ---- -# Filter Data by Cell Values -The Pivot Table allows you to filter data by specifying a range of cell values that should be displayed. Values that do not fall into this range will be hidden. - -Topics in this section describe how to configure filtering by cell values (or **summary filtering**). - -The following topics are available. -* [Invoke a Summary Filter Window](filter-data-by-cell-values/invoke-a-summary-filter-window.md) - - Describes how to invoke a Summary Filter Window used to enable and configure filtering by cell values. -* [Select a Range of Values](filter-data-by-cell-values/select-a-range-of-values.md) - - Shows how to specify a range of cell values that should be displayed. -* [Move the Selected Range](filter-data-by-cell-values/move-the-selected-range.md) - - Demonstrates how to select another range with the same length by moving the selection. -* [Zoom and Move the Viewport](filter-data-by-cell-values/zoom-and-move-the-viewport.md) - - Describes how to zoom and scroll the range selector. -* [Specify Target Cells](filter-data-by-cell-values/specify-target-cells.md) - - Shows how to enable filtering by Total and Grand Total cells. -* [Remove Filtering](filter-data-by-cell-values/remove-filtering.md) - - Describes how to disable filtering. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/invoke-a-summary-filter-window.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/invoke-a-summary-filter-window.md deleted file mode 100644 index 3ef6a0c174..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/invoke-a-summary-filter-window.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Invoke a Summary Filter Window -author: Natalia Kazakova -legacyId: 11952 ---- -# Invoke a Summary Filter Window -To enable and configure filtering by cell values, use the Summary Filter Window. - -You can invoke a Summary Filter Window from the Pivot Table or from a Field List (to learn about Field Lists, see [Field List Overview](../../../field-list-overview.md)). - -## Invoke a Summary Filter Window from the Pivot Table -Field headers located in the Data Area display special buttons used to invoke a Summary Filter Window. Follow the steps below. -1. Hover over the header of a field whose data you need to filter. A filter button (![EU_XtraPivotGrid_FilterButton](../../../../../images/img7613.png)) will be highlighted. - - ![EU_SummaryFilter_HoverOverHeader](../../../../../images/img17703.png) -2. Click this filter button to display a Summary Filter Window. - - ![EU_SummaryFilter_InvokeFromHeader](../../../../../images/img17705.png) - -## Invoke a Summary Filter Window from a Field List -You can use an advanced Field List to filter field values. - -![EU_XtraPivotGrid_FieldListExcel](../../../../../images/img13517.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../../field-list/invoke-a-field-list.md). - -To open a Summary Filter Window, click the filter button displayed in the field header. - -![EU_SummaryFilter_InvokeFromFieldList](../../../../../images/img17704.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/move-the-selected-range.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/move-the-selected-range.md deleted file mode 100644 index b2bedc8bbf..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/move-the-selected-range.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Move the Selected Range -author: Natalia Kazakova -legacyId: 11954 ---- -# Move the Selected Range -To move a selection, do the following. -* Drag the selection by any point within it. - - ![EUC_SummaryFilter_MoveSelection_DragSelection](../../../../../images/img16911.gif) -* Drag a selection scroll thumb displayed within the Zoom & Scroll Bar. - - ![EUC_SummaryFilter_MoveSelection_DragScrollThumb](../../../../../images/img16910.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/remove-filtering.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/remove-filtering.md deleted file mode 100644 index 960c96ec11..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/remove-filtering.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Remove Filtering -author: Natalia Kazakova -legacyId: 11957 ---- -# Remove Filtering -To remove filtering, click the **Clear** button. - -![EUC_SummaryFilterPopup_ClearButton](../../../../../images/img16916.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/select-a-range-of-values.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/select-a-range-of-values.md deleted file mode 100644 index ee388d7c0d..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/select-a-range-of-values.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Select a Range of Values -author: Natalia Kazakova -legacyId: 11953 ---- -# Select a Range of Values -You can select a range of cell values to be displayed in any of the following ways. -* Enter the bounds of the range into the appropriate text editors. - - ![EUC_SummaryFilterPopup_TextEditors](../../../../../images/img16939.png) -* Drag selection thumbs in the range selector. - - ![EUC_SummaryFilter_SelectRange_Thumbs](../../../../../images/img16914.gif) -* If a range is already selected, you can select a different range with the mouse. - - ![EUC_SummaryFilter_SelectRange_Selection](../../../../../images/img16913.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/specify-target-cells.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/specify-target-cells.md deleted file mode 100644 index 25839d3c0f..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/specify-target-cells.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Specify Target Cells -author: Natalia Kazakova -legacyId: 11956 ---- -# Specify Target Cells -Filtering by cell values is applied only to regular cells by default. You can change this behavior and apply it to Total or Grand Total cells. To do this, check the **Apply to specific level** check box, and select column and row fields that identify the desired Total or Grand Total cells. - -![EUC_SummaryFilter_ChangeLevel](../../../../../images/img16909.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/zoom-and-move-the-viewport.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/zoom-and-move-the-viewport.md deleted file mode 100644 index e524516663..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/zoom-and-move-the-viewport.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Zoom and Move the Viewport -author: Natalia Kazakova -legacyId: 11955 ---- -# Zoom and Move the Viewport -## Zoom -You can zoom in or out by shrinking or enlarging a viewport scroll thumb displayed within the Zoom & Scroll Bar. - -To zoom in, drag a zoom grip inwards. To zoom out, drag a zoom grip outwards. - -![EUC_SummaryFilter_ZoomViewport](../../../../../images/img16915.gif) - -## Move Viewport -To move the viewport, drag a viewport scroll thumb. - -![EUC_SummaryFilter_MoveViewport](../../../../../images/img16912.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md deleted file mode 100644 index 4e9accfa77..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Filter Data by Field Values -author: Natalia Kazakova -legacyId: 11137 ---- -# Filter Data by Field Values -Filter Popup Windows allow you to configure and apply simple filtering conditions by selecting which values you wish to view, and which you do not. - -Topics in this section describe how to invoke, use and customize Filter Windows. - -The following topics are available: -* [Invoke a Filter Popup Window](filter-data-by-field-values/invoke-a-filter-popup-window.md) - - Shows how to invoke Filter Windows from the Pivot Table and a Field List. -* [Using Filter Popup Windows](filter-data-by-field-values/using-filter-popup-windows.md) - - Describes how to build filter conditions in Filter Popup Windows. -* [Filtering Options](filter-data-by-field-values/filtering-options.md) - - Introduces Pivot Table filtering options and describes a specially designed toolbar to access them. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/filtering-options.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/filtering-options.md deleted file mode 100644 index 2b02f2427a..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/filtering-options.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Filtering Options -author: Natalia Kazakova -legacyId: 11140 ---- -# Filtering Options -The Pivot Table allows you to customize its filtering mechanism according to your needs. - -If the corresponding functionality is enabled by your application vendor, Filter Windows display toolbars where you can access various filtering options. - -![VisualElements_FilterDropdown_Toolbar](../../../../../images/img15547.png) - -Use the toolbar buttons to enable or disable particular options. - -The following table describes the available toolbar buttons. - -| Icon | Button Tooltip | Description | -|---|---|---| -| ![Toolbar_ShowOnlyAvailableItems](../../../../../images/img15602.png) | **Show Only Available Items** | If this button is pressed, values that cannot be displayed because of filtering applied to other fields are hidden from Filter Windows. Note that this button is not available for [Hierarchical Filter Windows](using-filter-popup-windows.md). | -| ![Toolbar_FilterType](../../../../../images/img15597.png) | **Show New Field Values** | If this button is pressed, field values that have appeared in the database after the field's filtering was configured are shown by default. If this button is released, new field values are hidden by default. To view these values, check them manually in the corresponding Filter Window. | -| ![Toolbar_IncrementalSearch](../../../../../images/img15598.png) | **Incremental Search** | If this button is pressed, the Incremental Search feature is enabled. This feature allows you to locate a value in the Filter Window by typing its initial characters. | -| ![Toolbar_MultiSelection](../../../../../images/img15600.png) | **Multi-Selection** | If this button is pressed, you can select multiple values by sequentially clicking them with the CTRL key held down (or the SHIFT key to select a continuous range of values). In this instance, a field value is selected when you click its name, and checked (or unchecked) when you click a corresponding check box. When you click a check box with multiple values selected, this changes the checked state of all selected values. If this button is released, you cannot select multiple values. In this instance, a field value is selected and checked (or unchecked) when you click either its name or a corresponding check box. | -| ![Toolbar_RadioMode](../../../../../images/img15601.png) | **Radio Mode** | If this button is pressed, Filter Windows hide check boxes and display field values in a simple list. In this instance, you can select and view only one value from each field in the Pivot Table. | -| ![Toolbar_InvertFilter](../../../../../images/img15599.png) | **Invert Filter** | Inverts the checked state for all values. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md deleted file mode 100644 index 879257159e..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Invoke a Filter Window -author: Natalia Kazakova -legacyId: 11138 ---- -# Invoke a Filter Window -You can invoke a Filter Window from the Pivot Table or from a Field List (to learn about Field Lists, see [Field List Overview](../../../field-list-overview.md)). - -## Invoke a Filter Window from the Pivot Table -Field headers display special buttons used to invoke a Filter Window. Follow the steps below: -1. Hover over the header of a field whose data you need to filter. A filter button (the ![EU_XtraPivotGrid_FilterButton](../../../../../images/img7613.png) icon) will be highlighted. - - ![EU_XtraPivotGrid_Filter_HoverFieldHeader](../../../../../images/img7614.png) -2. Click this filter button to display a Filter Window. Filter windows can be Classic or Excel-style: - - | Classic | Excel-style | - | --- | --- | - | ![EU_XtraPivotGrid_Filter_Classic](../../../../../images/pivot-popup-filter-classic.png) | ![EU_XtraPivotGrid_Filter_FilterList](../../../../../images/img7615.png)| - -## Invoke a Filter Window from a Field List -You can use an advanced Field List to filter field values. - -![EU_XtraPivotGrid_FieldListExcel](../../../../../images/img13517.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../../field-list/invoke-a-field-list.md). -To open a Filter Window, click the filter button displayed in the field header. - -![EU_XtraPivotGrid_FieldListFiltering](../../../../../images/img13518.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md deleted file mode 100644 index 918a628741..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md +++ /dev/null @@ -1,62 +0,0 @@ ---- -title: Using Filter Windows -author: Natalia Kazakova -legacyId: 11139 ---- -# Using Filter Windows -Depending on the settings made by your application vendor, the Pivot Table can display an individual Filter Window for each field, or an integrated Filter Window for a group of fields. - -This topic describes how to filter data using both types of Filter Windows. - -## Excel-style Filter Window -The Excel-style filter popup's content depends on the type of data the related field displays. - -In the **"Values"** tab, end-users can select specific field values from the Pivot Grid. - -![pivot-filter-excel-style-values](../../../../../images/pivot-filter-excel-style-values.png) - -The **"Filters"** tab supplies users with additional options related to the field type. For example, when filtering a string field, you can show only those records that begin with 'C': - -![pivot-filter-excel-style-textfilters](../../../../../images/pivot-filter-excel-style-textfilters.png) - -Filters applied using the Excel-style filter popup are displayed in the Filter Panel and can be changed in the Filter Editor dialog, which allows end-users to apply complex filter conditions. - -> The Excel-style filter cannot be used to apply filtering in OLAP mode. - - - -## Simple Filter Window -A simple Filter Window allows you to hide visible and show previously hidden values of a particular field. - -![EU_XtraPivotGrid_FilterDropdownStandard](../../../../../images/img16180.png) - -In the Filter Window, uncheck field values that should be hidden and check values that should be visible. Then, click **OK** to close the window and apply the filtering. - -Note that you can customize Filter Window settings using the toolbar displayed at the top of the window. To learn how to do this, see [Filtering Options](filtering-options.md). - -## Hierarchical Filter Window -A hierarchical Filter Window displays values of several fields, arranged in a tree-like manner. - -![EU_XtraPivotGrid_FilterDropdownHierarchical](../../../../../images/img16181.png) - -In the Filter Window, uncheck field values that should be hidden and check values that should be visible. - -Use the ![EU_XtraPivotGrid_ExpandButton](../../../../../images/img16184.png) buttons to expand field values and access their child values. To collapse an expanded field value and hide its child values, use the ![EU_XtraPivotGrid_CollapseButton](../../../../../images/img16183.png) button. - -You can also expand and collapse all values on a particular level. To do this, right-click any field value and select **Collapse All** or **Expand All** from the context menu. - -For instance, to expand all quarters and display months, right-click any quarter value and select **Expand All** from the context menu as shown on the image below. - -![EU_XtraPivotGrid_HierarchicalFilterContextMenu](../../../../../images/img16229.png) - -Click **OK** to close the window and apply the filtering. - -Note that you can customize Filter Window settings using the toolbar displayed at the top of the window. To learn how to do this, see [Filtering Options](filtering-options.md). - -## Filtering Indication -You can determine whether a field is filtered by looking at its header. Filter buttons for these fields are visible even when you are not hovering over their headers. - -![EU_XtraPivotGrid_Filter_FilteredField](../../../../../images/img7616.png) - -## Removing Filtering -To remove filtering against a specific field, invoke its Filter Window and select **(Show All)**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/pinned-(fixed)-columns.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/pinned-(fixed)-columns.md deleted file mode 100644 index 63f1628ec8..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/pinned-(fixed)-columns.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Pinned (Fixed) Columns -author: Margarita Zakhodyaeva ---- - -# Pinned (Fixed) Columns - -The Pivot Grid Control allows you to pin columns to the left or rightmost edge. The pinned columns are never scrolled horizontally, so you can use them as a reference point for adjacent cell values. - - ![](../../../images/win-pivot-fixed-pinned-columns.png) - - To pin or unpin a column, right-click the column header and select the corresponding command: - - ![](../../../images/win-pivot-fixed-columns-pin-column.png) - -## Limitations -Fixed columns have the following limitations: -* You cannot pin [custom totals](https://docs.devexpress.com/WindowsForms/DevExpress.XtraPivotGrid.PivotGridCustomTotalCollection). -* In [Legacy and Legacy-optimized](https://docs.devexpress.com/CoreLibraries/401531/devexpress-pivot-grid-core-library/data-processing-engines/legacy-and-legacy-optimized-calculation-engines) mode, the values in the pinned column are not displayed if you [collapse](https://docs.devexpress.com/WindowsForms/1940/controls-and-libraries/pivot-grid/end-user-capabilities/expanding-and-collapsing-grouping-columns-and-rows) the corresponding column in the scrollable area. diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md deleted file mode 100644 index f6fe5e120e..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Sort Data in Pivot Tables -author: Natalia Kazakova -legacyId: 4649 ---- -# Sort Data in Pivot Tables -This section describes the Pivot Table capabilities used to sort its data by field and summary values. - -Topics in this section: -* [Simple Sorting](sort-data/simple-sorting.md) - - Provides information on how to sort data by field values. -* [Sort Data Using the Context Menu](sort-data/sort-data-using-the-context-menu.md) - - Describes how to use the context menu to sort data. -* [Sort Data Using a Field List](sort-data/sort-data-using-a-field-list.md) - - Describes how to use a Field List to sort data. -* [Sort Data by Summaries](sort-data/sort-data-by-summaries.md) - - Describes how to sort data by column or row values. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/simple-sorting.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/simple-sorting.md deleted file mode 100644 index fedbdda067..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/simple-sorting.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Simple Sorting -author: Natalia Kazakova -legacyId: 9658 ---- -# Simple Sorting -Values of dimension fields are always arranged in ascending or descending order. The sort order is indicated by an Up or Down arrow displayed within a corresponding dimension field's header. - -![EU_XtraPivotGrid_AscendingDescendingOrders](../../../../images/img7610.png) - -To toggle the sort order for a dimension field, click this field's header. - -![EU_XtraPivotGrid_AscendingDescendingOrders_ClickField](../../../../images/img7612.png) - -You can also sort field values using a Field List or context menu. To learn more, see [Sort Data Using a Field List](sort-data-using-a-field-list.md) and [Sort Data Using the Context Menu](sort-data-using-the-context-menu.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md deleted file mode 100644 index 53a594b076..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Sort Data by Summaries -author: Natalia Kazakova -legacyId: 9660 ---- -# Sort Data by Summaries -You can sort values of a particular dimension field by summary values calculated against a specific data field. To do this, right-click a column or row header, and choose a dimension field whose values should be sorted by column/row summary values. A specific indicator marks the column/row whose summary values are used to define the sort order. - -![EU_XtraPivotGrid_SortBySummary](../../../../images/img12046.png) - -You can sort values of multiple dimension fields against a single column/row. To cancel this sorting, click the same item again, or 'Remove All Sorting' to cancel sorting for all dimension fields. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md deleted file mode 100644 index e66133875c..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Sort Data Using a Field List -author: Natalia Kazakova -legacyId: 9659 ---- -# Sort Data Using a Field List -You can use an advanced Field List to sort field values (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_XtraPivotGrid_FieldListExcel](../../../../images/img13517.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -To toggle the sort order of a field, click its header. - -![EU_XtraPivotGrid_FieldListSorting](../../../../images/img13515.png) - -You can sort data without using a Field List. To learn more, see [Simple Sorting](simple-sorting.md) and [Sort Data Using the Context Menu](sort-data-using-the-context-menu.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-the-context-menu.md b/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-the-context-menu.md deleted file mode 100644 index a5b8fd724b..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/data-presentation/sort-data/sort-data-using-the-context-menu.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Sort Data Using the Context Menu -author: Natalia Kazakova -legacyId: 11076 ---- -# Sort Data Using the Context Menu -Depending on the Pivot Table settings made by your application vendor, you may be able to sort data using the context menu. - -If the corresponding functionality is enabled, the context menu invoked when you right-click a field header contains the **Sort A-Z**, **Sort Z-A** and **Clear Sorting** items. - -![EU_XtraPivotGrid_OLAPSorting](../../../../images/img13516.png) - -Select **Sort A-Z** to set ascending sort order, and **Sort Z-A** to set descending order. - -To reset sort order to the default one, select **Clear Sorting**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/exporting-and-printing/exporting-and-printing.md b/interface-elements-for-desktop/articles/pivot-table/exporting-and-printing/exporting-and-printing.md deleted file mode 100644 index 96636c5526..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/exporting-and-printing/exporting-and-printing.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Exporting and Printing -author: Margarita Zakhodyaeva ---- -# Exporting and Printing - -The Pivot Grid control allows its data to be printed and exported. - -## Export - -The [Pivot Grid](../../pivot-table.md) control allows you to export Pivot Grid data to a file or stream in various formats - HTML, MHT, PDF, RTF, TXT, CSV, XLS or XLSX. When you export, you copy data from a pivot grid into a new file formatted for use in another application. - - ![exporting](../../../images/exporting.png) - - ### Export Modes - -Two export modes are supported when exporting data from a Pivot Grid control to table formats (*.xls(x), *.csv). - -* **Data-aware Export** - The export mode, optimized for subsequent analysis of pivot grid data within Microsoft Excel. Various data shaping options that are applied within the pivot grid are retained in the output XLS(X) and CSV documents. - -* **WYSIWYG Export** - In this export mode, the layout of pivot grid cells is retained in resulting XLS(X) and CSV documents. Specific data shaping options are not retained compared to data-aware export. -Data exported using other formats (PDF, RTF, TXT, etc.) is always exported in the WYSIWYG mode. - -### Data-Aware Export - -Data-aware is the default export mode for XLS and XLSX formats, and is optimized for subsequent analysis of pivot grid data within Microsoft Excel. - -![data-aware-export](../../../images/data-aware-export.png) - -The following data shaping options, which are applied within the pivot grid control, are retained in the output XLS-XLSX documents. - -* Data Grouping - with the capability to collapse/expand groups within a worksheet. -* Fixed Columns – allow column and row areas to stay in sight. -* Cell Formatting – allows you to export the number format. -* Display Text/Value export - allows you to select whether to export display text or values. - -## Printing - -The Pivot Grid Control allows to print its data by the [Print Preview](../../print-preview/print-preview-for-winforms.md) form. - - ![printing](../../../images/printing.png) - diff --git a/interface-elements-for-desktop/articles/pivot-table/field-list-overview.md b/interface-elements-for-desktop/articles/pivot-table/field-list-overview.md deleted file mode 100644 index fbee665ab1..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/field-list-overview.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Field List Overview -author: Natalia Kazakova -legacyId: 9661 ---- -# Field List Overview -Pivot Table provides a Field List form used to reorder and hide fields, sort and filter data, etc. For more information on how to invoke a Field List, see [Invoke a Field List](field-list/invoke-a-field-list.md). - -This topic describes Field List visual elements and layout. - -Depending on Pivot Table settings made by your application vendor, Pivot Table can display either a simple or advanced Field List. - -## Simple Field List -The following picture shows a simple Field List. - -![EU_XtraPivotGrid_FieldListSimpleOverview](../../images/img13532.png) - -A simple Field List contains the following visual elements: -* **Hidden Fields Section** - contains headers of fields hidden from Pivot Table. Use it to display hidden fields. -* **Add Button** - used to display a selected field in a specified Pivot Table area. -* **Pivot Table Area Combo Box** - used to choose a Pivot Table area where the selected field will be displayed after you click the **Add** button. - -Use a simple Field List to hide fields from Pivot Table and display hidden fields again. - -For more information on operations available in a simple Field List, refer to the following topics: -* [Hide Fields Using a Field List](layout-customization/hide-fields/hide-fields-using-a-field-list.md) -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) - -## Advanced Field List -The following picture shows an advanced Field List. - -![EU_XtraPivotGrid_FieldListExcelOverview](../../images/img13533.png) - -An advanced Field List contains the following visual elements: -* **Hidden Fields Section** - contains headers of fields hidden from Pivot Table. Use it to display hidden fields. -* **Filter, Column, Row and Data Area Sections** - contains headers located in respective Pivot Table areas. -* **Defer Updates Check Box** - used to enable/disable automatic Pivot Table updates (see [Defer Pivot Table Updates](field-list/defer-pivot-table-updates.md)). -* **Update Button** - used to force Pivot Table to update (see [Defer Pivot Table Updates](field-list/defer-pivot-table-updates.md)). -* **Layout Button** - used to invoke the _Layout_ menu and change the Field List layout (see [Change Field List Layout](field-list/change-field-list-layout.md)). - -Use an advanced Field List to sort and filter data, reorder and hide visible fields, and show fields that have been hidden. - -For more information on operations available in an advanced Field List, refer to the following topics: -* [Sort Data Using a Field List](data-presentation/sort-data/sort-data-using-a-field-list.md) -* [Invoke a Filter Popup Window](data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md) -* [Hide Fields Using a Field List](layout-customization/hide-fields/hide-fields-using-a-field-list.md) -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) -* [Reorder Fields Using a Field List](layout-customization/reorder-fields/reorder-fields-using-a-field-list.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/field-list/change-field-list-layout.md b/interface-elements-for-desktop/articles/pivot-table/field-list/change-field-list-layout.md deleted file mode 100644 index 424e2385b4..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/field-list/change-field-list-layout.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Change Field List Layout -author: Natalia Kazakova -legacyId: 9672 ---- -# Change Field List Layout -By default, an advanced Field List displays a hidden fields section on the top, and four sections that correspond to Pivot Table areas at the bottom (see [Field List Overview](../field-list-overview.md) for details). - -![EU_XtraPivotGrid_FieldListExcel](../../../images/img13517.png) - -You can use the _Layout_ menu to control which sections are displayed and where they are displayed. To do this, click the ![EU_XtraPivotGrid_LayoutButton](../../../images/img13531.png) button and select the required layout from the drop-down menu. - -![EU_XtraPivotGrid_FieldListLayout](../../../images/img13529.png) - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/field-list/defer-pivot-table-updates.md b/interface-elements-for-desktop/articles/pivot-table/field-list/defer-pivot-table-updates.md deleted file mode 100644 index 839ffa2b52..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/field-list/defer-pivot-table-updates.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Defer Pivot Table Updates -author: Natalia Kazakova -legacyId: 9673 ---- -# Defer Pivot Table Updates -When you perform several sequential operations like hiding, displaying or reordering fields using an advanced Field List, Pivot Table is updated after each operation. - -You can disable automatic Pivot Table updates by checking the **Defer Layout Update** check box. In this instance, use the **Update** button to force Pivot Table to update. - -![EU_XtraPivotGrid_FieldListDeferUpdates](../../../images/img13530.png) - -Note that if the **Defer Layout Update** check box is checked, you cannot sort or filter data in the Field List. - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/field-list/invoke-a-field-list.md b/interface-elements-for-desktop/articles/pivot-table/field-list/invoke-a-field-list.md deleted file mode 100644 index 4eaed3ff4c..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/field-list/invoke-a-field-list.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Invoke a Field List -author: Natalia Kazakova -legacyId: 9674 ---- -# Invoke a Field List -To invoke a Field List, right-click on an empty space within the Pivot Table header region, and select **Show Field List** from the context menu. - -![EU_XtraPivotGrid_ShowFieldListMenu](../../../images/img7594.png) - -A simple or advanced Field List (similar to one of those shown below) will be displayed. - -![EU_XtraPivotGrid_FieldListExcel](../../../images/img13517.png)  ![EU_XtraPivotGrid_CustomizationForm](../../../images/img7595.png) - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization.md deleted file mode 100644 index 6ac45e98cc..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Layout Customization -author: Natalia Kazakova -legacyId: 9666 ---- -# Layout Customization -This section describes how to customize the Pivot Table layout by expanding and collapsing field values, as well as hiding, displaying and reordering fields. - -The following sections are available. -* [Resizing Columns](layout-customization/resizing-columns.md) - - Describes how to resize columns displayed within the Pivot Table. -* [Expand and Collapse Groups in Pivot Tables](layout-customization/expand-and-collapse-groups-in-pivot-tables.md) - - Provides information on how to expand and collapse field values and field headers. -* [Hide Pivot Table Fields](layout-customization/hide-pivot-table-fields.md) - - Guides you through the process of hiding Pivot Table fields. -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) - - Describes how to display fields that have previously been hidden. -* [Reorder Pivot Table Fields](layout-customization/reorder-pivot-table-fields.md) - - Provides information on how to reorder Pivot Table fields. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md deleted file mode 100644 index e979587d00..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Display Hidden Pivot Table Fields -author: Natalia Kazakova -legacyId: 9671 ---- -# Display Hidden Pivot Table Fields -To display hidden fields, use a simple or advanced Field List (to learn more about Field Lists, see [Field List Overview](../field-list-overview.md)). - -![EU_XtraPivotGrid_FieldListExcel](../../../images/img13517.png)  ![EU_XtraPivotGrid_CustomizationForm](../../../images/img7595.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../field-list/invoke-a-field-list.md). - -To display a hidden field, drag-and-drop the field from the Field List onto the required area of Pivot Table. This works for both simple and advanced Field Lists. - -![EU_XtraPivotGrid_DragFieldFromCustomizationForm](../../../images/img7601.png) - -If you are using a simple Field List, you can display the required field as follows. -1. Click the required field in the Field List. -2. In the drop-down combo box, select a Pivot Table area within which this field should be displayed. -3. Click the **Add To** button. - -![EU_XtraPivotGrid_SimpleFieldListShow](../../../images/img13527.png) - -If you are using an advanced Field List, you can display a hidden field by dragging its header from the hidden fields section to the section corresponding to the required Pivot Table area. - -![EU_XtraPivotGrid_FieldListShowing](../../../images/img13521.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md deleted file mode 100644 index 295336c8f6..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Expand and Collapse Groups in Pivot Tables -author: Natalia Kazakova -legacyId: 4652 ---- -# Expand and Collapse Groups in Pivot Tables -## Expand/Collapse Groups of Values -To expand/collapse groups of values, do one of the following: -* Click a corresponding expand button: - - ![EU_XtraPivotGrid_ExpandButtons](../../../images/img7588.png) -* Right-click a value that has nested values, and select the required Expand or Collapse command from the menu that opens: - - ![EU_XtraPivotGrid_ExpandMenu](../../../images/img7590.png) - -## Expand/Collapse Fields -To expand/collapse a group of fields, click a corresponding field expand button: - -![EU_XtraPivotGrid_FieldExpandButton](../../../images/img7589.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md deleted file mode 100644 index 2e90102f71..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Hide Fields Using a Field List -author: Natalia Kazakova -legacyId: 9668 ---- -# Hide Fields Using a Field List -You can use a simple or an advanced Field List to hide fields (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_XtraPivotGrid_FieldListExcel](../../../../images/img13517.png)  ![EU_XtraPivotGrid_CustomizationForm](../../../../images/img7595.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -Then do one of the following: -* Drag a field away from the header panel, until the cursor changes its image to the big 'X'. Then drop the header. - - ![EU_XtraPivotGrid_DragField_HideCursor](../../../../images/img7596.png) -* Drag and drop a field onto the Field List form. - - ![EU_XtraPivotGrid_DragFieldToCustomizationForm](../../../../images/img7597.png) - -If you are using an advanced Field List, you can hide a field by dragging its header to the hidden fields area displayed on the Field List top. - -![EU_XtraPivotGrid_FieldListHiding](../../../../images/img13519.png) - -You can also hide fields using the context menu. To learn more, see [Hide Fields Using the Context Menu](hide-fields-using-the-context-menu.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md deleted file mode 100644 index 96140205a3..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Hide Fields Using the Context Menu -author: Natalia Kazakova -legacyId: 9667 ---- -# Hide Fields Using the Context Menu -To hide a field, right-click its header and choose **Hide** from the context menu. - -![EU_XtraPivotGrid_FieldHide](../../../../images/img13520.png) - -You can also use a Field List to hide fields. To learn more, see [Hide Fields Using a Field List](hide-fields-using-a-field-list.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-pivot-table-fields.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-pivot-table-fields.md deleted file mode 100644 index 94e1350f75..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/hide-pivot-table-fields.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Hide Pivot Table Fields -author: Natalia Kazakova -legacyId: 4653 ---- -# Hide Pivot Table Fields -This section describes the Pivot Table capabilities to hide fields. - -Topics in this section: -* [Hide Fields Using the Context Menu](hide-fields/hide-fields-using-the-context-menu.md) - - Provides information on how to use context menus to hide fields. -* [Hide Fields Using a Field List](hide-fields/hide-fields-using-a-field-list.md) - - Describes how to hide fields using a Field List. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md deleted file mode 100644 index 4259c14511..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Reorder Fields Using a Field List -author: Natalia Kazakova -legacyId: 9679 ---- -# Reorder Fields Using a Field List -You can use an advanced Field List to reorder fields (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_XtraPivotGrid_FieldListExcel](../../../../images/img13517.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -To reorder fields, drag their headers within or between Field List sections that correspond to different Pivot Table areas. - -![EU_XtraPivotGrid_FieldListReordering](../../../../images/img13522.png) - -You can also reorder fields via simple drag-and-drop operations (without invoking a Field List), or using a context menu. To learn more, see [Simple Fields Reordering](simple-fields-reordering.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md deleted file mode 100644 index 3069e99c5f..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Simple Fields Reordering -author: Natalia Kazakova -legacyId: 9680 ---- -# Simple Fields Reordering -To move a field to another position, use drag-and-drop operations. - -![XtraPivotGrid_DnD](../../../../images/img13526.gif) - -To move a field to a different position within the same area, you can also use a field context menu. -* Right-click the field header to activate the context menu. - - ![EU_XtraPivotGrid_FieldContextMenu](../../../../images/img7635.png) -* Select the required command from the **Order** menu. - - ![EU_XtraPivotGrid_FieldContextMenu_OrderCommand](../../../../images/img7636.png) - -You can also use a Field List to reorder fields. For more information, see [Reorder Fields Using a Field List](reorder-fields-using-a-field-list.md). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md deleted file mode 100644 index 5dad65e032..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Reorder Pivot Table Fields -author: Natalia Kazakova -legacyId: 4662 ---- -# Reorder Pivot Table Fields -This section describes the Pivot Table capabilities to reorder fields. - -The following topics are available: -* [Simple Fields Reordering](reorder-fields/simple-fields-reordering.md) - - Describes how to reorder fields via drag-and-drop and context menus. -* [Reorder Fields Using a Field List](reorder-fields/reorder-fields-using-a-field-list.md) - - Provides information on how to use a Field List to reorder fields. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/layout-customization/resizing-columns.md b/interface-elements-for-desktop/articles/pivot-table/layout-customization/resizing-columns.md deleted file mode 100644 index 0dba827efb..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/layout-customization/resizing-columns.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Resizing Columns -author: Natalia Kazakova -legacyId: 11958 ---- -# Resizing Columns -You can resize columns within the Pivot Table by dragging their borders. - -![EU_GridLinesDrag](../../../images/img17713.gif) - -> [!NOTE] -> Regular, Total and Grand Total columns are resized independently. This means that resizing a regular column changes the width of all regular columns but does not affect Total and Grand Total columns, and vice versa. - -Double-click a column border to automatically resize the column to the minimum width required to completely display its content. - -![EU_BestFit](../../../images/img17712.gif) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/pivot-table/select-cells-in-pivot-tables.md b/interface-elements-for-desktop/articles/pivot-table/select-cells-in-pivot-tables.md deleted file mode 100644 index 4a3d3e84e9..0000000000 --- a/interface-elements-for-desktop/articles/pivot-table/select-cells-in-pivot-tables.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Select Cells in Pivot Tables -author: Natalia Kazakova -legacyId: 4651 ---- -# Select Cells in Pivot Tables -Multiple cells can be selected simultaneously, and their contents can then be copied to the clipboard. This topic shows how. - -## Select Cells and Clear the Current Selection -To select a single cell, do one of the following: -* Click the cell. - - ![EU_XtraPivotGrid_SelectOneCell](../../images/img7603.png) -* Focus the cell using the ARROW keys. - -To select a row or column of cells, click the appropriate header: - -![EU_XtraPivotGrid_SelectOneRow](../../images/img7602.png) - -To select a continuous range of cells, do one of the following: -* Use ARROW, PAGE UP, PAGE DOWN keys while holding the SHIFT key down. -* Press the mouse button over the starting cell and drag the mouse cursor towards the ending cell. Then release the mouse button. - - ![EU_XtraPivotGrid_SelectRangeOfCells](../../images/img7604.png) -* Click the starting cell. Then click the ending cell while holding the SHIFT key down. - -To select a continuous range of columns or rows, do one of the following: -* Press the mouse button over the starting column/row header and drag the mouse cursor towards to the ending column or row header. Then release the mouse button. - - ![EU_XtraPivotGrid_SelectRangeOfRows](../../images/img7605.png) -* Click the starting column or row header. Then click the ending column/row header while holding the SHIFT key down. - -To select all the cells, press CTRL+A. - -## Select Cells While Preserving the Current Selection -Hold the CTRL key down while selecting cells. - -## Copy Selected Cells to the Clipboard -Press CTRL+C or SHIFT+INS. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms.md deleted file mode 100644 index 37c084854e..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms.md +++ /dev/null @@ -1,100 +0,0 @@ ---- -title: Print Preview for WinForms -author: Eugeniy Burmistrov -legacyId: 4847 ---- -# Print Preview for WinForms -This section describes the capabilities provided by the Print Preview form. - -![Preview_Main](../../images/img9129.png) - -  - -**File Management** -* [Save a Print Preview to a File](print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md) -* [Load a Print Preview from a File](print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md) - -  - -**Printing and Page Setup** -* [Print a Document via the Print Dialog](print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md) -* [Print a Document Using Default Settings](print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md) -* [Change Printing Settings via the Page Setup Dialog](print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md) -* [Specify Page Margins in Print Preview](print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md) - -  - -**Headers and Footers** -* [Insert Page Header and Page Footer into Printed Documents](print-preview-for-winforms/headers-and-footers/insert-page-header-and-page-footer-into-printed-documents.md) -* [Insert Page Numbers into Printed Documents](print-preview-for-winforms/headers-and-footers/insert-page-numbers-into-printed-documents.md) -* [Insert Date and Time into Printed Documents](print-preview-for-winforms/headers-and-footers/insert-date-and-time-into-printed-documents.md) -* [Insert the User Name into Printed Documents](print-preview-for-winforms/headers-and-footers/insert-the-user-name-into-printed-documents.md) -* [Insert a Logo into Printed Documents](print-preview-for-winforms/headers-and-footers/insert-a-logo-into-printed-documents.md) - -  - -**Scaling** -* [Scale Print Preview by Entering a Zoom Factor](print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md) -* [Scale Print Preview by Specifying Width in Pages](print-preview-for-winforms/scaling/scale-print-preview-by-specifying-width-in-pages.md) - -  - -**Zooming** -* [Zoom Print Preview In or Out](print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md) -* [Zoom Print Preview by Entering a Zoom Factor](print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md) -* [Zoom Print Preview to Show Whole Pages or Fit Content](print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md) -* [Show Two or More Pages in Print Preview](print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md) - -  - -**Viewing and Navigating** -* [Navigate Between Pages in Print Preview](print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md) -* [Use the Hand Tool in Print Preview](print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md) -* [Navigate in Print Preview Using Bookmarks](print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md) -* [Navigate in Print Preview Using Thumbnails](print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md) -* [Search for a Specific Text in Print Preview](print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md) -* [Switch Print Preview Display Mode](print-preview-for-winforms/viewing-and-navigating/switch-print-preview-display-mode.md) - -  - -**Interactivity** -* [Content Editing in Print Preview](print-preview-for-winforms/interactivity/content-editing-in-print-preview.md) - -  - -**Watermark and Background** -* [Change Watermark and Background Settings in Print Preview](print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md) -* [Remove a Watermark in Print Preview](print-preview-for-winforms/watermark-and-background/remove-a-watermark-in-print-preview.md) - -  - -**Exporting** -* [Exporting from Print Preview](print-preview-for-winforms/exporting/exporting-from-print-preview.md) -* [PDF-Specific Export Options](print-preview-for-winforms/exporting/pdf-specific-export-options.md) -* [HTML-Specific Export Options](print-preview-for-winforms/exporting/html-specific-export-options.md) -* [MHT-Specific Export Options](print-preview-for-winforms/exporting/mht-specific-export-options.md) -* [RTF-Specific Export Options](print-preview-for-winforms/exporting/rtf-specific-export-options.md) -* [DOCX-Specific Export Options](print-preview-for-winforms/exporting/docx-specific-export-options.md) -* [XLS-Specific Export Options](print-preview-for-winforms/exporting/xls-specific-export-options.md) -* [XLSX-Specific Export Options](print-preview-for-winforms/exporting/xlsx-specific-export-options.md) -* [CSV-Specific Export Options](print-preview-for-winforms/exporting/csv-specific-export-options.md) -* [TXT-Specific Export Options](print-preview-for-winforms/exporting/txt-specific-export-options.md) -* [Image-Specific Export Options](print-preview-for-winforms/exporting/image-specific-export-options.md) - -  - -**Passing Parameters** -* [Passing Parameters in Print Preview](print-preview-for-winforms/passing-parameters-in-print-preview.md) - -  - -**Miscellaneous** -* [Customize Printing Settings of Charts](print-preview-for-winforms/miscellaneous/customize-printing-settings-of-charts.md) -* [Customize Printing Settings of Grids](print-preview-for-winforms/miscellaneous/customize-printing-settings-of-grids.md) -* [Customize Printing Settings of Pivot Tables](print-preview-for-winforms/miscellaneous/customize-printing-settings-of-pivot-tables.md) -* [Customize Printing Settings of Tree Views](print-preview-for-winforms/miscellaneous/customize-printing-settings-of-tree-views.md) - -  - -**Warnings and Error Messages** -* [Warnings and Error Messages in Print Preview](print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md deleted file mode 100644 index 4f461c6607..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: CSV-Specific Export Options -author: Anna Gubareva -legacyId: 4333 ---- -# CSV-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define CSV-specific exporting options using the following dialog. - -![previewExportOptionsCSV](../../../../images/img7333.png) -* **Encoding** - - Specifies the encoding used in the exported document. -* **Text export mode** - - Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. -* **Text separator** - - Specifies a symbol used to separate text elements (comma by default). -* **Quote strings with separators** - - Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md deleted file mode 100644 index f4816a924b..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: DOCX-Specific Export Options -author: Anna Gubareva -legacyId: 118916 ---- -# DOCX-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define DOCX-specific export options using the following dialog: - -![win-docx-export-options-dialog](../../../../images/img129098.png) -* **Export mode** - - Specifies how a document is exported to DOCX. The following modes are available. - * The **Single file** mode allows export of a document to a single file without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. -* **Export watermarks** - - Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md deleted file mode 100644 index 6438356e62..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Exporting from Print Preview -author: Eugeniy Burmistrov -legacyId: 5540 ---- -# Exporting from Print Preview -There are two options available for a document being exported to. -* [Export Document to a File on Disk](#disk) -* [Send Exported File via E-Mail](#mail) - -## Export Document to a File on Disk -To export a document and save the resulting file on your hard drive, do one of the following. -* On the toolbar, click the arrow near the **Export Document...** button ![previewExportArrow](../../../../images/img7323.png). -* On the **File** menu, choose the **Export Document...** item. - -Choose the required format from the invoked list. - -![previewExportPDF](../../../../images/img7319.png) - -Then, you may be prompted to define format-specific options. See corresponding help topics in this documentation for details, e.g. PDF-Specific Export Options. - -Once you've specified exporting options, the **Save As** dialog appears, allowing you to enter the file name. Then, the following message will be invoked. - -![previewMsgBoxExport](../../../../images/img7322.png) - -Click **Yes**, if you want to preview the exported file. - -## Send Exported File via E-Mail -To send the resulting PDF file via e-mail, do one of the following. -* On the toolbar, click the arrow near the **Send via E-Mail...** button ![previewSendViaMailPDF](../../../../images/img7324.png). -* On the **File** menu, choose the **Send via E-Mail...** item. - -Choose the required format in the invoked list. - -![previewExportPDF](../../../../images/img7319.png) - -Then, you may be prompted to define format-specific options. See corresponding help topics in this documentation for details, e.g. PDF-Specific Export Options. - -Once you've specified exporting options, the **Save As** dialog appears, allowing you to enter the file name. - -Finally, the created document will be attached to a new empty message, created in your default mail program. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md deleted file mode 100644 index 0d59d688a9..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: HTML-Specific Export Options -author: Anna Gubareva -legacyId: 4329 ---- -# HTML-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define HTML-specific exporting options using the following dialog. - -![previewExportOptionsHTM](../../../../images/img7334.png) -* **Export Mode** - - Specifies how a document is exported to HTML. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without preserving the page-by-page breakdown. - * The **Single file page-by-page** mode allows export of a document to a single file, while preserving page-by-page breakdown. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders from the available palettes. -* **Page border width** - - Specifies the width (in pixels) of page borders. -* **Title** - - Specifies the title of the created document. -* **Character set** - - Specifies the character set for the HTML document. -* **Remove carriage returns** - - Specifies whether to remove carriage returns. -* **Table layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Export watermarks** - - Specifies whether to export watermarks to HTML along with the rest of the document content. -* **Embed images in HTML** - - Specifies whether to embed images in HTML content. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md deleted file mode 100644 index 6d6bc49962..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Image-Specific Export Options -author: Anna Gubareva -legacyId: 4335 ---- -# Image-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define image-specific exporting options using the following dialog. - -![previewExportOptionsImg](../../../../images/img7335.png) -* **Image format** - - Specifies an image format to export a document. Available formats are BMP, GIF, JPEG, PNG, EMF, WMF and TIFF. -* **Resolution (dpi)** - - Specifies the required image resolution (in dpi). -* **Export mode** - - Specifies how a document is exported to an image. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing the output into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders. -* **Page border width** - - Specifies the width (in pixels) of page borders. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md deleted file mode 100644 index c6e0bec921..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: MHT-Specific Export Options -author: Anna Gubareva -legacyId: 4330 ---- -# MHT-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define MHT-specific exporting options using the following dialog. - -![previewExportOptionsMHT](../../../../images/img7339.png) -* **Export mode** - - Specifies how a document is exported to MHT. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders from the available palettes. -* **Page border width** - - Specifies the width (in pixels) of page borders. -* **Title** - - Specifies the title of the created document. -* **Character set** - - Specifies the character set for the HTML document. -* **Remove carriage returns** - - Specifies whether to remove carriage returns. -* **Table layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Export watermarks** - - Specifies whether to export watermarks to HTML along with the rest of the document content. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md deleted file mode 100644 index 3e2348a0c8..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: PDF-Specific Export Options -author: Anna Gubareva -legacyId: 4328 ---- -# PDF-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define PDF-specific exporting options using the following dialog. - -![previewExportOptionsPDF](../../../../images/img7320.png) - -**General Options** -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Don't embed these fonts** - - Specifies font names which should not be embedded into the resulting file to reduce the file size. To separate fonts, use semicolons. -* **Convert Images to Jpeg** - - Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. -* **Images quality** - - Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. -* **Compressed** - - Specifies whether the resulting file should be compressed. -* **PDF/A-2b** - - Specifies whether to enable document compatibility with the **PDF/A-2b** specification. - -**Password Security Options** - -![previewPDFpasswordSecurity](../../../../images/img11165.png) - -These options allow you to adjust the security options of the resulting PDF file (e.g. enable open document, editing, printing and copying protection, and specify which changes are allowed). - -**Signature Options** - -If an X.509 certificate is applied to your report, you can maintain its options using the **Signature Options** property of the report **PDF Export Options**. - -**Additional Options** - -You can also fill the **Application**, **Author**, **Keywords**, **Subject**, and **Title** fields. These options specify the **Document Properties** of the created PDF file. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md deleted file mode 100644 index 622d3a0d5a..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: RTF-Specific Export Options -author: Anna Gubareva -legacyId: 4331 ---- -# RTF-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define RTF-specific export options using the following dialog. - -![previewExportOptionsRTF](../../../../images/img7336.png) -* **Export mode** - - Specifies how a document is exported to RTF. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Export watermarks** - - Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md deleted file mode 100644 index ecdb6c7ddf..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: XLS-Specific Export Options -author: Anna Gubareva -legacyId: 4332 ---- -# XLS-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define XLS-specific export options using the following dialog. - -![previewExportOptionsXLS](../../../../images/img7338.png) -* **Export mode** - - Specifies how a document is exported to XLS. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. - * The **Different files** mode allows export of a document to multiple files, one for each document page. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Sheet name** - - Specifies the name of the sheet in the created XLS file. -* **Text export mode** - - Specifies whether value formatting should be converted to the native XLS format string (if it is possible), or embedded into cell values as plain text. -* **Show grid lines** - - Specifies whether grid lines should be visible in the resulting XLS file. -* **Export hyperlinks** - - Specifies whether hyperlinks should be exported to the XLS document. -* **Raw data mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md deleted file mode 100644 index 196d365db1..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: XLSX-Specific Export Options -author: Anna Gubareva -legacyId: 7403 ---- -# XLSX-Specific Export Options -When [exporting a document](exporting-from-print-preview.md), you can define XLSX-specific export options using the following dialog. - -![previewExportOptionsXLSX](../../../../images/img11024.png) -* **Export mode** - - Specifies how a document is exported to XLSX. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, with each shown in a separate sheet. - * The **Different files** mode allows export of a document to multiple files, one for each document page. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Sheet name** - - Specifies the name of the sheet in the created XLSX file. -* **Text export mode** - - Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. -* **Show grid lines** - - Specifies whether grid lines should be visible in the resulting XLSX file. -* **Export hyperlinks** - - Specifies whether to include hyperlinks into the resulting file. -* **Raw data mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md deleted file mode 100644 index ae763f9587..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Load a Print Preview from a File -author: Eugeniy Burmistrov -legacyId: 4301 ---- -# Load a Print Preview from a File -To open a previously saved document, click the **Open** ![previewButtonOpen](../../../../images/img7260.png) button on the toolbar, or press CTRL+O. - -On the invoked **Open** dialog, define the file and click **Open**. - -![OpenDialog](../../../../images/img7377.png) - -> [!NOTE] -> If you open a document previously saved to the hard drive, it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). So, the **Page Setup** and **Scale** buttons will be disabled. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md deleted file mode 100644 index 995b19f1aa..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Save a Print Preview to a File -author: Eugeniy Burmistrov -legacyId: 4300 ---- -# Save a Print Preview to a File -If you've modified your document, and there's a chance you'll need to print out this document version more than once, you can save the document to a file on disk. After that, you can simply load your document and print it out, without having to apply the same changes again. - -To save a document to the file, click the **Save** ![previewButtonSave](../../../../images/img7259.png) button on the toolbar, or press CTRL+S. - -On the invoked **Save As** dialog, locate a folder where you want to store your file, enter the document's name and click **Save**. - -![SaveAsDialog](../../../../images/img7376.png) - -Your document will be saved with the **.prnx** file extension. Note that this extension will be added to the file name even if you enter another one. - -> [!NOTE] -> If you [open a document](load-a-print-preview-from-a-file.md) which was previously saved to the hard drive, it is impossible to change its page settings (e.g. page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-a-logo-into-printed-documents.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-a-logo-into-printed-documents.md deleted file mode 100644 index 2e4a01b8bb..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-a-logo-into-printed-documents.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Insert a Logo into Printed Documents -author: Eugeniy Burmistrov -legacyId: 4311 ---- -# Insert a Logo into Printed Documents -To insert a logo into a document's header or footer, first [invoke the Header and Footer dialog](insert-page-header-and-page-footer-into-printed-documents.md). - -Then, focus an appropriate text box, depending on the required alignment, and click the **Image** ![previewButtonImage](../../../../images/img7310.png) button. - -Select the image from the dropdown list. - -![previewImageChoose](../../../../images/img7311.png) - -Click OK to save changes and close the dialog. - -> [!NOTE] -> If the **Image** button is disabled, then logo insertion is not supported by your software vendor. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-date-and-time-into-printed-documents.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-date-and-time-into-printed-documents.md deleted file mode 100644 index 02b3342a1b..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-date-and-time-into-printed-documents.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Insert Date and Time into Printed Documents -author: Eugeniy Burmistrov -legacyId: 4309 ---- -# Insert Date and Time into Printed Documents -If you need to display the date and time when a document is printed, first [invoke the Header and Footer dialog](insert-page-header-and-page-footer-into-printed-documents.md). - -Then, click on the appropriate text box, depending on the required alignment, and do the following: -* To add a date stamp, click the **Date Printed** ![previewButtonDate](../../../../images/img7272.png) button. -* To add a time stamp, click the **Time Printed** ![previewButtonTime](../../../../images/img7273.png) button. - -When you click one of these buttons, the dialog adds an alias within square brackets at the current cursor position. You can surround this alias with any text you like. If you no longer need to display date and time in your document, delete this alias. - -Click OK to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-header-and-page-footer-into-printed-documents.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-header-and-page-footer-into-printed-documents.md deleted file mode 100644 index 7e6fa86437..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-header-and-page-footer-into-printed-documents.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Insert Page Header and Page Footer into Printed Documents -author: Eugeniy Burmistrov -legacyId: 4307 ---- -# Insert Page Header and Page Footer into Printed Documents -To insert a page header and page footer into a document, click the **Header and Footer** ![previewButtonHeaderFooter](../../../../images/img7264.png) button on the toolbar. This will invoke the **Header and Footer** dialog. - -![HeaderAndFooterDialog](../../../../images/img7299.png) - -Specify header and footer content using the appropriate text boxes, depending on the required alignment. - -If needed, you can also adjust vertical alignment and font settings. - -Click OK to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-numbers-into-printed-documents.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-numbers-into-printed-documents.md deleted file mode 100644 index eb211ce124..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-numbers-into-printed-documents.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Insert Page Numbers into Printed Documents -author: Eugeniy Burmistrov -legacyId: 4308 ---- -# Insert Page Numbers into Printed Documents -To insert or remove page numbers from a document, first [invoke the Header and Footer dialog](insert-page-header-and-page-footer-into-printed-documents.md). - -Focus a text box, depending on the required alignment, and do one of the following: -* If you need to simply display the current page number, click the **Page Number** ![previewButtonPageNumber](../../../../images/img7270.png) button. -* If you need to display the page number out of the total number of pages, click the **Page # of Pages #** ![previewButtonPageOf](../../../../images/img7271.png) button. - -When you click one of these buttons, the dialog adds an alias within square brackets at the current cursor position. You can surround this alias with any text you like. If you no longer need page numbers in your document, delete this alias. - -Click OK to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-the-user-name-into-printed-documents.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-the-user-name-into-printed-documents.md deleted file mode 100644 index b6b57601b2..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-the-user-name-into-printed-documents.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Insert the User Name into Printed Documents -author: Eugeniy Burmistrov -legacyId: 4310 ---- -# Insert the User Name into Printed Documents -To insert user name into a document's header or footer, first [invoke the Header and Footer dialog](insert-page-header-and-page-footer-into-printed-documents.md). - -Then, focus an appropriate text box, depending on the required alignment, and click the **User Name** ![previewButtonUser](../../../../images/img7274.png) button. - -When you click this button, the dialog adds an alias within square brackets at the current cursor position. You can surround this alias with any text you like. If you no longer need to display user name in your document, delete this alias. - -Click OK to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md deleted file mode 100644 index c4b28a0f7c..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Content Editing in Print Preview -author: Anna Gubareva -legacyId: 118013 ---- -# Content Editing in Print Preview -If content editing is enabled for document elements, it is possible to customize the corresponding field values in Print Preview. - -To highlight all editing fields available in the document, click the **Editing Fields** ![eud-win-reports-preview-editing-fields-button](../../../../images/img126929.png) button on the toolbar. This button is not available when there are no such fields in the document. - -Clicking a field will invoke an appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. In addition to editing text, you can switch check box states. - -![eud-win-print-preview-content-editing](../../../../images/img126951.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-charts.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-charts.md deleted file mode 100644 index 810ec8ef2b..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-charts.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Customize Printing Settings of Charts -author: Eugeniy Burmistrov -legacyId: 4337 ---- -# Customize Printing Settings of Charts -If allowed by your application vendor, you can customize additional print settings of a document. For example, if you are about to print out a chart, you may be able to customize the chart's printing options. - -To do this, click the **Customize** ![previewButtonCustomize](../../../../images/img7442.png) button on the toolbar. The **Print Options** dialog will be invoked. - -![PreviewPrintableEditorChart](../../../../images/img7445.png) -* **None** - - A chart is printed in the same size identical to that shown on the form. -* **Stretch** - - A chart is stretched or shrunk to fit the page on which it is printed. -* **Zoom** - - A chart is resized proportionally (without clipping), so that it best fits the page on which it is printed. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-grids.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-grids.md deleted file mode 100644 index 473ebf9959..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-grids.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Customize Printing Settings of Grids -author: Eugeniy Burmistrov -legacyId: 4336 ---- -# Customize Printing Settings of Grids -If allowed by your application vendor, you can customize additional print settings of a document. For example, if you are about to print out a grid, you may be able to customize grid printing options. - -To do this, click the **Customize** ![previewButtonCustomize](../../../../images/img7442.png) button on the toolbar. The **Print Options** dialog will be invoked. - -![PreviewPrintableEditorGrid](../../../../images/img7444.png) -* **Options tab** - - Allows you to uncheck elements that you don't want to print. -* **Behavior tab** - - Allows you to pre-process a grid before printing it. For instance, you can enable automatic column width calculation, or automatic group row expansion. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-pivot-tables.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-pivot-tables.md deleted file mode 100644 index 35d73daab4..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-pivot-tables.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Customize Printing Settings of Pivot Tables -author: Eugeniy Burmistrov -legacyId: 4344 ---- -# Customize Printing Settings of Pivot Tables -If allowed by your application vendor, you can customize additional print settings of a document. For example, if you are about to print out a Pivot Table, you may be able to customize its printing options. - -To do this, click the **Customize** ![previewButtonCustomize](../../../../images/img7442.png) button on the toolbar. The **Print Options** dialog will be invoked. - -![PreviewPrintableEditorPivot](../../../../images/img7447.png) -* **Options tab** - - Allows you to specify which elements are to be printed. -* **Behavior tab** - - Allows you to pre-process a Pivot Table before printing it. For instance, you can enable field value merging. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-tree-views.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-tree-views.md deleted file mode 100644 index 2ba651364d..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-tree-views.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Customize Printing Settings of Tree Views -author: Eugeniy Burmistrov -legacyId: 4346 ---- -# Customize Printing Settings of Tree Views -If allowed by your application vendor, you can customize additional print settings of a document. For example, if you are about to print out a tree view, you may be able to customize its printing options. - -To do this, click the **Customize** ![previewButtonCustomize](../../../../images/img7442.png) button on the toolbar. The **Print Options** dialog will be invoked. - -![PreviewPrintableEditorTree](../../../../images/img7446.png) -* **Options tab** - - Allows you to specify which elements are to be printed. -* **Behavior tab** - - Allows you to pre-process a tree view before printing it. For instance, you can enable automatic column width or row height calculation. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md deleted file mode 100644 index 3f1bc02116..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Passing Parameters in Print Preview -author: Eugeniy Burmistrov -legacyId: 4981 ---- -# Passing Parameters in Print Preview -Some documents or reports allow you to control data display, and what data is to be displayed by specifying parameter values. - -To show the Parameters window, click the **Parameters** ![previewButtonParameters](../../../images/img8198.png) button on the main toolbar. A window allowing you to change parameter values will be invoked. - -Enter the required values and click **Submit**. After changing the current values, you can revert back the previously selected values by clicking **Reset**. - -![previewParameters](../../../images/img8199.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md deleted file mode 100644 index 716e92749f..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Change Printing Settings via the Page Setup Dialog -author: Eugeniy Burmistrov -legacyId: 4304 ---- -# Change Printing Settings via the Page Setup Dialog -To start the page setup dialog box, do one of the following. -* Click the **Page Setup** ![previewButtonPageSetup](../../../../images/img7266.png) button on the toolbar. -* On the **File** menu, click **Page Setup...** - -The following dialog will be invoked. - -![PageSetupDialog](../../../../images/img7297.png) - -This dialog allows you to do the following: -* Change page orientation (choose Portrait or Landscape). -* Select paper size. -* Change page margins. (This can also be done [in the Print Preview dialog](specify-page-margins-in-print-preview.md)) - -> [!NOTE] -> If you're working with a document that was [loaded from file](../file-management/load-a-print-preview-from-a-file.md), the **Page Setup** commands on the toolbar and main menu will be disabled. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md deleted file mode 100644 index e7ec661737..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Print a Document Using Default Settings -author: Eugeniy Burmistrov -legacyId: 4303 ---- -# Print a Document Using Default Settings -To send a document directly to the default printer without customizing print settings, do one of the following. -* Click the **Quick Print** ![previewButtonQuickPrint](../../../../images/img7262.png) button on the toolbar. -* On the **File** menu, click **Print**. - -To learn how to select a printer, number of copies, and other printing options, refer to the [Print a Document via the Print Dialog](print-a-document-via-the-print-dialog.md) topic. - - -> [!NOTE] -> If you try to print a document whose margins are outside of the printable area, you'll see a [warning message](../warnings-and-error-messages-in-print-preview.md). Click **Yes** to print the document anyway, if you're sure that your printer supports the specified page margins. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md deleted file mode 100644 index 7935b5645e..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Print a Document via the Print Dialog -author: Eugeniy Burmistrov -legacyId: 4302 ---- -# Print a Document via the Print Dialog -To print a document, do one of the following. -* Click the **Print** ![previewButtonPrint](../../../../images/img7261.png) button on the toolbar, or press CTRL+P. -* On the **File** menu, click **Print...**. - -The **Print** dialog will be invoked. - -![PrintDialog](../../../../images/img7296.png) - -Specify the necessary settings and click **Print**. - -To print a document without invoking the **Print** dialog, see the [Print a Document Using Default Settings](print-a-document-using-default-settings.md) topic. - - -> [!NOTE] -> If you try to print a document whose margins are outside of the printable area, you'll see a [warning message](../warnings-and-error-messages-in-print-preview.md). Click **Yes** to print the document anyway, if you are sure that your printer supports the specified page margins. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md deleted file mode 100644 index fa99b2d980..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Scale Print Preview by Entering a Zoom Factor -author: Eugeniy Burmistrov -legacyId: 4312 ---- -# Scale Print Preview by Entering a Zoom Factor -To scale a document, click the **Scale** ![previewButtonScale](../../../../images/img7267.png) button on the toolbar. The **Scaling** dialog will be invoked. - -Set the required percentage value in the editor. - -![previewPercentage](../../../../images/img7275.png) - -Click **OK** to save changes and close the dialog. - -> [!NOTE] -> If you're working with a document [loaded from file](../file-management/load-a-print-preview-from-a-file.md), you cannot use scaling. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-specifying-width-in-pages.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-specifying-width-in-pages.md deleted file mode 100644 index 485b2190f6..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-specifying-width-in-pages.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Scale Print Preview by Specifying Width in Pages -author: Eugeniy Burmistrov -legacyId: 4313 ---- -# Scale Print Preview by Specifying Width in Pages -To scale a document to fit into X pages, click the **Scale** ![previewButtonScale](../../../../images/img7267.png) button on the toolbar. The **Scaling** dialog will be invoked. - -Set the required number of pages in the editor. - -![previewFit](../../../../images/img7276.png) - -Click **OK** to save changes and close the dialog. - -> [!NOTE] -> If you're working with a document [loaded from file](../file-management/load-a-print-preview-from-a-file.md), you cannot use scaling. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md deleted file mode 100644 index 0610bb8721..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md +++ /dev/null @@ -1,7 +0,0 @@ ---- -title: Navigate Between Pages in Print Preview -author: Eugeniy Burmistrov -legacyId: 4319 ---- -# Navigate Between Pages in Print Preview -To navigate between pages, use the scrollbars or navigation buttons  ![previewButtonNavigate](../../../../images/img7283.png)  on the toolbar. These buttons allow you to switch to the first, previous, next, or last page of a document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md deleted file mode 100644 index 21567bcd65..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Navigate in Print Preview Using Bookmarks -author: Anna Gubareva -legacyId: 4322 ---- -# Navigate in Print Preview Using Bookmarks -If a document contains bookmarks, you can use the **Document Map** panel for navigation purposes. - -To toggle this panel's visibility, use the **Docuemnt Map** ![previewButtonDocumentMap](../../../../images/img7434.png) button on the toolbar. To go to a specific bookmark, click it in the Document Map. As a result, the Print Preview navigates to a document element associated with the bookmark. - -![previewDocumentMap](../../../../images/img7437.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md deleted file mode 100644 index 37c58aecf6..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Navigate in Print Preview Using Thumbnails -author: Eugeniy Burmistrov -legacyId: 114542 ---- -# Navigate in Print Preview Using Thumbnails -You can use thumbnails to quickly navigate between document pages. - -To show report thumbnails, click the **Thumbnails** button on the toolbar. - -![document-viewer-show-thumbnails](../../../../images/img118994.png) - -Click a thumbnail to navigate to the corresponding document page. - -![document-viewer-thumbnails-pane](../../../../images/img118995.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md deleted file mode 100644 index 03fd06b440..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Search for a Specific Text in Print Preview -author: Anna Gubareva -legacyId: 4323 ---- -# Search for a Specific Text in Print Preview -To search for a specific text throughout a document, click the **Search** ![previewButtonSearch](../../../../images/img7282.png) button on the toolbar, or press CTRL+F. This invokes the Search panel. - -![FindDialog](../../../../images/img7300.png) - -To start searching for the terms, click **Next** or press ENTER. To find the next occurrence of the terms, do the same. To find the previous occurrence of the terms, click **Previous**. - -The Search panel also provides the settings button, which invokes the dedicated submenu allowing you to specify whether or not to use a case-sensitive search and whether or not you need to match the whole word during the search. - -![FindPanel_SettingsButton](../../../../images/img122043.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/switch-print-preview-display-mode.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/switch-print-preview-display-mode.md deleted file mode 100644 index 55eb090d28..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/switch-print-preview-display-mode.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Switch Print Preview Display Mode -author: Eugeniy Burmistrov -legacyId: 4560 ---- -# Switch Print Preview Display Mode -## Enable the Facing Layout View -To enable the facing layout view, on the **View** menu, point to **Page Layout**, and then click **Facing**. - -![previewViewFacing](../../../../images/img7448.png) - -This allows you to preserve an entire page view, whether you resize the preview window, scroll a document or choose a multiple page view mode. - -## Enable the Continuous Layout View -To enable the continuous layout view, on the **View** menu, point to **Page Layout**, and then click **Continuous**. - -![previewViewContinuous](../../../../images/img7449.png) - -This allows you to continuously scroll a page layout view. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md deleted file mode 100644 index f9b69501aa..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Use the Hand Tool in Print Preview -author: Eugeniy Burmistrov -legacyId: 4321 ---- -# Use the Hand Tool in Print Preview -The **Hand Tool** enables you to scroll content by dragging the document instead of using scrollbars. - -To activate the **Hand Tool**, click the **Hand Tool** ![previewButtonHand](../../../../images/img7263.png) button on the toolbar. - -Then, after you click a document's page, the mouse pointer is changed from ![ZoomingChart5](../../../../images/img7227.gif) to ![ZoomingChart6](../../../../images/img7228.jpeg). Drag the mouse pointer to scroll the document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md deleted file mode 100644 index faeb556803..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Change Watermark and Background Settings in Print Preview -author: Eugeniy Burmistrov -legacyId: 4324 ---- -# Change Watermark and Background Settings in Print Preview -## Invoke the Watermark Dialog -To add a watermark to a document, click the **Watermark** ![previewButtonWatermark](../../../../images/img7281.png) button on the toolbar, or click **Watermark...** on the **Background** menu. The **Watermark** dialog will be invoked. - -## Add a Text Watermark -To add a text watermark, open the **Text Watermark** tab. - -![previewWatermarkDialogText](../../../../images/img7302.png) - -Input the required text, or choose one from the provided options. If required, define other text properties, such as direction, color, font, size, transparency, etc. - -## Add an Image Watermark -To add a picture watermark, open the **Picture Watermark** tab. - -![previewWatermarkDialogImage](../../../../images/img7301.png) - -Load the image and customize its properties, such as size mode, horizontal and vertical alignment, tiling, transparency, etc. - -## Specify the Pages Where you will Display Your Watermark -Specify the required pages to apply a watermark in the **Page Range** section of the dialog. - -![previewWatermarkPageRange](../../../../images/img7306.png) - -Separate page numbers with commas, or specify page ranges using a dash. - -## Add a Background Color to a Document -To add a background color to a document, click the **Background Color** ![previewButtonBgColor](../../../../images/img7280.png) button on the toolbar, or click **Color...** on the **Background** menu. The **Background Color** dialog will be invoked. - -![previewBgColorDialog](../../../../images/img7303.png) - -Then, choose a color from the **Custom**, **Web** or **System** palettes. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/remove-a-watermark-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/remove-a-watermark-in-print-preview.md deleted file mode 100644 index 5d53dac3ce..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/watermark-and-background/remove-a-watermark-in-print-preview.md +++ /dev/null @@ -1,7 +0,0 @@ ---- -title: Remove a Watermark in Print Preview -author: Eugeniy Burmistrov -legacyId: 4327 ---- -# Remove a Watermark in Print Preview -To remove a watermark from a document, invoke the [Watermark dialog](change-watermark-and-background-settings-in-print-preview.md). Click **Clear All**, then click OK to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md deleted file mode 100644 index 372e460c32..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Show Two or More Pages in Print Preview -author: Eugeniy Burmistrov -legacyId: 5539 ---- -# Show Two or More Pages in Print Preview -To preview two or more pages at one time, click the **Multiple Pages** ![previewButtonMultiplePages](../../../../images/img7278.png) button on the toolbar. - -Then, in the invoked dialog, hover over the page icons, depending on the required number of pages to preview. - -![previewTwoOrMorePages](../../../../images/img7279.png) - -When the required number of pages has been selected, click the popup window to close it and apply changes to the document view. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md deleted file mode 100644 index 143ef37037..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Zoom Print Preview by Entering a Zoom Factor -author: Eugeniy Burmistrov -legacyId: 4316 ---- -# Zoom Print Preview by Entering a Zoom Factor -To zoom to a specific zoom factor, do one of the following. -* Click the **Zooming** dropdown list button. The following list will be invoked. - - ![previewZoom](../../../../images/img7284.png) - - Choose one of the zoom factor presets. -* You can manually enter any value into the **Zooming** box. - - ![previewZoomSpecified](../../../../images/img7277.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md deleted file mode 100644 index 158fc6af03..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Zoom Print Preview In or Out -author: Eugeniy Burmistrov -legacyId: 4315 ---- -# Zoom Print Preview In or Out -## Zoom In and Out of a Document -* To zoom in a document, click the **Zoom In** ![previewButtonZoomIn](../../../../images/img7268.png) button on the toolbar, or press CTRL+PLUS SIGN. -* To zoom out of a document, click the **Zoom Out** ![previewButtonZoomOut](../../../../images/img7269.png) button on the toolbar, or press CTRL+MINUS SIGN. - -To zoom in or out of a document, you can also hold down CTRL and rotate the mouse wheel. - -## Use the Magnifier Tool -Use the **Magnifier Tool** ![previewButtonMagnifier](../../../../images/img7265.png) to switch between 100% and "fit whole page" views. Simply click anywhere in the document, to toggle views. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/changing-a-watermark.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/changing-a-watermark.md deleted file mode 100644 index 7aa55e8fd7..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/changing-a-watermark.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Changing a Watermark -author: Anna Gubareva -legacyId: 116496 ---- -# Changing a Watermark -With the Print Preview, you can add a text watermark in a document, or turn a picture into a document's background. It is also possible to use both textual and image watermarks simultaneously. - -To invoke the **Watermark** dialog, click the **Watermark** ![WPFDesigner_Toolbar_Watermark](../../../images/img120432.png) button on the toolbar. - -## Adding a Text Watermark -To add a text watermark, open the **Text Watermark** tab. Input the required watermark's text or choose one of the provided options in the **Text** drop-down list. Then, define other text properties, such as direction, color, font, size, transparency, etc. - -![EUD_WpfPrintPreview_TextWatermark](../../../images/img124092.png) - -## Adding an Image Watermark -To add a picture watermark, switch to the **Picture Watermark** tab. To load the image to be used as a watermark, click the ellipsis button for the **Image** property. In the invoked dialog, select the file containing the image that you wish to load and click **Open**. - -![EUD_WpfPrintPreview_ImageWatermark](../../../images/img124093.png) - -Then, you can specify the picture's properties, such as the size mode, alignment, transparency, etc. - -## Specifying Watermark Properties -At the bottom of the **Watermark** dialog, you can select a watermark position behind or in front of the document, and specify the page range in which the watermark will be printed. - -These settings are in effect both for text and image watermarks. - -## Removing a Watermark -To remove watermarks from a document, click **Clear All** in the **Watermark** dialog. Then, click **OK** to save changes and close the dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md deleted file mode 100644 index 4175361016..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: CSV-Specific Export Options -author: Anna Gubareva -legacyId: 116641 ---- -# CSV-Specific Export Options -When [exporting a document](exporting.md), you can define the following CSV-specific exporting options. - -![EUD_WpfPrintPreview_CsvExportOptions](../../../../images/img124164.png) -* **Encoding** - - Specifies the encoding used in the exported document. -* **Text export mode** - - Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. -* **Text separator** - - Specifies a symbol used to separate text elements (comma by default). -* **Quote strings with separators** - - Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md deleted file mode 100644 index d2539ed078..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: DOCX-Specific Export Options -author: Anna Gubareva -legacyId: 118917 ---- -# DOCX-Specific Export Options -When [exporting a document](exporting.md), you can define DOCX-specific export options using the following dialog: - -![wpf-docx-export-options-dialog](../../../../images/img129099.png) -* **Export mode** - - Specifies how a document is exported to DOCX. The following modes are available. - * The **Single file** mode allows export of a document to a single file without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. -* **Export watermarks** - - Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/exporting.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/exporting.md deleted file mode 100644 index 267ed93616..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/exporting.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Exporting -author: Anna Gubareva -legacyId: 116497 ---- -# Exporting -There are two options available for exporting a document to one of the supported third-party formats. -* [Export Document to a File on Disk](#export) -* [Send Exported File Using E-Mail](#send) - - - -## Export Document to a File on Disk -To export a document and save the resulting file on your hard drive, click the arrow for the **Export...** button and select the required format from the list. - -![EUD_WpfPrintPreview_ExportButton](../../../../images/img124135.png) - -This invokes the **Export Document...** dialog with options for the selected format. - -![WPFDesigner_ExportDocumentDialog](../../../../images/img120186.png) - -If you simply click the **Export...** button, the dialog will provide settings for the PDF format. Then, you can always change the export format directly in the dialog using the dedicated **Export format** drop-down list. - -In the **Export Document...** dialog, you should specify the path where the resulting file should be saved and choose whether or not to open the file after exporting. - -To access and customize advanced export options for the selected format, click the **More Options** link. - -![WPFDesigner_AdvExportDocumentDialog](../../../../images/img120187.png) - -Specify the required format-specific options and click **OK** to initiate export of a report and save the resulting file. - - - -## Send Exported File Using E-Mail -To export a document and send the resulting file using e-mail, click the arrow for the **Send...** button and select one of the supported formats. - -![EUD_WpfPrintPreview_SendButton](../../../../images/img124136.png) - -This invokes the **Send via E-Mail...** dialog with options for the selected format. - -![WPFDesigner_SendDialog](../../../../images/img124137.png) - -If you simply click the **Send...** button, the dialog will provide settings for the PDF format. Then, you can always change the export format directly in the dialog using the dedicated **Export Format** drop-down list. - -In the **Send via E-Mail...** dialog, you should specify the path where the resulting file should be saved. The dialog also allows you to specify advanced export options for the selected format. To access and customize these format-specific options, click the **More Options** link. - -Specify the required options and click **OK** to initiate export of a report and save the resulting file. The saved file will be then attached to a new empty message in the default mail program. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md deleted file mode 100644 index 9813355ef2..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: HTML-Specific Export Options -author: Anna Gubareva -legacyId: 116636 ---- -# HTML-Specific Export Options -When [exporting a document](exporting.md), you can define the following HTML-specific export options. - -![EUD_WpfPrintPreview_HtmlExportOptions](../../../../images/img124159.png) -* **Export Mode** - - Specifies how a document is exported to HTML. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without preserving the page-by-page breakdown. - * The **Single file page-by-page** mode allows export of a document to a single file, while preserving page-by-page breakdown. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders from the available palettes. -* **Page border width** - - Specifies the width (in pixels) of page borders. -* **Title** - - Specifies the title of the created document. -* **Character set** - - Specifies the character set for the HTML document. -* **Remove carriage returns** - - Specifies whether to remove carriage returns. -* **Table layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Export watermarks** - - Specifies whether to export watermarks to HTML along with the remaining document content. -* **Embed images in HTML** - - Specifies whether to embed images in HTML content. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md deleted file mode 100644 index 7dfa19dd4e..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Image-Specific Export Options -author: Anna Gubareva -legacyId: 116643 ---- -# Image-Specific Export Options -When [exporting a document](exporting.md), you can define the following Image-specific exporting options. - -![EUD_WpfPrintPreview_ImageExportOptions](../../../../images/img124166.png) -* **Image format** - - Specifies an image format to export a document. Available formats are BMP, EMF, WMF, GIF, JPEG, PNG, and TIFF. -* **Resolution (dpi)** - - Specifies the required image resolution (in dpi). -* **Export mode** - - Specifies how a document is exported to an image. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing the output into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders. -* **Page border width** - - Specifies the width (in pixels) of page borders. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md deleted file mode 100644 index 24784ddc54..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: MHT-Specific Export Options -author: Anna Gubareva -legacyId: 116637 ---- -# MHT-Specific Export Options -When [exporting a document](exporting.md), you can define the following MHT-specific export options. - -![EUD_WpfPrintPreview_MhtExportOptions](../../../../images/img124160.png) -* **Export mode** - - Specifies how a document is exported to MHT. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range**, **Page border color** and **Page border width** options are available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Page border color** - - Specifies the color of page borders from the available palettes. -* **Page border width** - - Specifies the width (in pixels) of page borders. -* **Title** - - Specifies the title of the created document. -* **Character set** - - Specifies the character set for the HTML document. -* **Remove carriage returns** - - Specifies whether to remove carriage returns. -* **Table layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Export watermarks** - - Specifies whether to export watermarks to HTML along with the remaining document content. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md deleted file mode 100644 index 3d6046e9c6..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: PDF-Specific Export Options -author: Anna Gubareva -legacyId: 116635 ---- -# PDF-Specific Export Options -When [exporting a document](exporting.md), you can define the following PDF-specific export options. - -![EUD_WpfPrintPreview_PdfExportOptions](../../../../images/img124157.png) - -**General Options** -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Don't embed these fonts** - - Specifies font names which should not be embedded into the resulting file to reduce the file size. To separate fonts, use semicolons. -* **Convert Images to Jpeg** - - Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. -* **Images quality** - - Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. -* **Compressed** - - Specifies whether the resulting file should be compressed. -* **PDF/A-2b** - - Specifies whether to enable document compatibility with the **PDF/A-2b** specification. - -**Password Security Options** - -![EUD_WpfPrintPreview_PdfExportOptions2](../../../../images/img124158.png) - -These options allow you to adjust the security options of the resulting PDF file (e.g. enable open document, editing, printing and copying protection, and specify what changes are allowed). - -**Signature Options** - -If an X.509 certificate is applied to your report, you can maintain its options using the **Signature Options** property of the report **PDF Export Options**. - -**Additional Options** - -You can also fill the **Application**, **Author**, **Keywords**, **Subject**, and **Title** fields. These options specify the **Document Properties** of the created PDF file. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md deleted file mode 100644 index 1bb2ca2834..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: RTF-Specific Export Options -author: Anna Gubareva -legacyId: 116638 ---- -# RTF-Specific Export Options -When [exporting a document](exporting.md), you can define the following RTF-specific exporting options. - -![EUD_WpfPrintPreview_RtfExportOptions](../../../../images/img124161.png) -* **Export mode** - - Specifies how a document is exported to RTF. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Export watermarks** - - Specifies whether the exported document should include watermarks (if they exist). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md deleted file mode 100644 index e704fc5252..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Text-Specific Export Options -author: Anna Gubareva -legacyId: 116642 ---- -# Text-Specific Export Options -When [exporting a document](exporting.md), you can define the following TXT-specific exporting options. - -![EUD_WpfPrintPreview_TxtExportOptions](../../../../images/img124165.png) -* **Encoding** - - Specifies the encoding used in the exported document. -* **Text export mode** - - Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the text file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. -* **Text separator** - - Specifies a symbol to separate text elements (TAB by default). -* **Quote strings with separators** - - Specifies whether strings with separators should be placed in quotation marks in the exported document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md deleted file mode 100644 index 83508cefdd..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: XLS-Specific Export Options -author: Anna Gubareva -legacyId: 116639 ---- -# XLS-Specific Export Options -When [exporting a document](exporting.md), you can define the following XLS-specific exporting options. - -![EUD_WpfPrintPreview_XlsExportOptions](../../../../images/img124162.png) -* **Export mode** - - Specifies how a document is exported to XLS. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Sheet name** - - Specifies the name of the sheet in the created XLS file. -* **Text export mode** - - Specifies whether value formatting should be converted to the native XLS format string (if possible), or embedded into cell values as plain text. -* **Show grid lines** - - Specifies whether grid lines should be visible in the resulting XLS file. -* **Export hyperlinks** - - Specifies whether hyperlinks should be exported to the XLS document. -* **Raw data mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md deleted file mode 100644 index 168670ff5c..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: XLSX-Specific Export Options -author: Anna Gubareva -legacyId: 116640 ---- -# XLSX-Specific Export Options -When [exporting a document](exporting.md), you can define the following XLSX-specific exporting options. - -![EUD_WpfPrintPreview_XlsxExportOptions](../../../../images/img124163.png) -* **Export mode** - - Specifies how a document is exported to XLSX. The following modes are available. - * The **Single file** mode allows export of a document to a single file, without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file, divided into pages. In this mode, the **Page range** option is available. - * The **Different files** mode allows export of a document to multiple files, one for each document page. In this mode, the **Page range** option is available. -* **Page range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Sheet name** - - Specifies the name of the sheet in the created XLSX file. -* **Text export mode** - - Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. -* **Show grid lines** - - Specifies whether grid lines should be visible in the resulting XLSX file. -* **Export hyperlinks** - - Specifies whether to include hyperlinks into the resulting file. -* **Raw data mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md deleted file mode 100644 index 2b7ca689a2..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Load a Print Preview from a File -author: Anna Gubareva -legacyId: 116485 ---- -# Load a Print Preview from a File -To open a [previously saved](save-a-print-preview-to-a-file.md) document, do one of the following. -* Click the **Open** ![WPFDesigner_Toolbar_OpenIcon](../../../../images/img120136.png) button on the toolbar. -* On the menu, click **Open**. - - ![EUD_WpfPrintPreview_MenuOpen](../../../../images/img124020.png) -* Press CTRL+O. - -In the invoked **Open** dialog, select the required file and click **Open**. - -![EUD_WpfPrintPreview_OpenDialog](../../../../images/img124021.png) - -> [!NOTE] -> If you open a document which was previously saved to the hard drive, it is impossible to change its page settings (e.g., page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md deleted file mode 100644 index dd3991cfc5..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Save a Print Preview to a File -author: Anna Gubareva -legacyId: 116484 ---- -# Save a Print Preview to a File -If you've modified your document, and there's a chance you'll need to print out this document version more than once, you can save the document to a file on disk. After that, you can simply load your document and print it out, without having to apply the same changes again. - -To save a document to the file, do one of the following. -* Click the **Save** ![WPFDesigner_PreviewToolbar_Save](../../../../images/img120173.png) button on the toolbar. -* On the menu, click **Save**. - - ![EUD_WpfPrintPreview_MenuSave](../../../../images/img124018.png) -* Press CTRL+S. - -In the invoked **Save As** dialog, locate a folder where you want to store your file, enter the document name and click **Save**. - -![EUD_WpfPrintPreview_SaveAsDialog](../../../../images/img124019.png) - -The document is saved with the **.prnx** file extension. Note that this extension will be added to the file name even if you enter another one. - -> [!NOTE] -> If you [open a document](load-a-print-preview-from-a-file.md) that was previously saved to the hard drive, it is impossible to change its page settings (e.g., page size, orientation, margins, etc.). So, the **Page Setup** and the **Scale** buttons will be disabled. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md deleted file mode 100644 index 3ae14bc2f1..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Content Editing in Print Preview -author: Anna Gubareva -legacyId: 118014 ---- -# Content Editing in Print Preview -If content editing is enabled for document elements, it is possible to customize the corresponding field values in Print Preview. - -To highlight all editing fields available in the document, click the **Editing Fields** ![eud-wpf-repors-editing-fields-button](../../../../images/img126936.png) button on the toolbar. This button is not available when there are no such fields in the document. - -Clicking a field will invoke an appropriate editor. To apply the entered values and navigate between editing fields, use the TAB and SHIFT+TAB keys. In addition to editing text, you can switch check box states. - -![eud-wpf-print-preview-content-editing](../../../../images/img126952.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md deleted file mode 100644 index 8fa9114536..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Navigate Between Pages -author: Anna Gubareva -legacyId: 116491 ---- -# Navigate Between Pages -To navigate between document pages, use the scrollbars or navigation buttons on the Print Preview's toolbar. These buttons allow you to switch to the first, previous, next, or last page of a document. - -![EUD_WpfPrintPreview_NavigationButtons](../../../../images/img124041.png) - -To navigate to a specific page of a document, enter the required page in the dedicated editor in the Print Preview's status bar. - -![EUD_WpfPrintPreview_StatusBarNavigation](../../../../images/img124177.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md deleted file mode 100644 index 19038cd42a..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Navigate Using Bookmarks -author: Anna Gubareva -legacyId: 116492 ---- -# Navigate Using Bookmarks -If a document contains bookmarks, you can use the **Document Map** panel for navigation purposes. - -To switch to this panel, click the **Document Map** ![WPFDesigner_PreviewToolbar_DocumentMap](../../../../images/img120178.png) button on the Print Preview's toolbar. To go to a specific bookmark, click it in the Document Map. As a result, the Print Preview navigates to a document element associated with the bookmark. - -![EUD_WpfPrintPreview_DocumentMap](../../../../images/img124042.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md deleted file mode 100644 index 41caeda85f..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Navigate Using the Hand Tool -author: Anna Gubareva -legacyId: 116493 ---- -# Navigate Using the Hand Tool -The **Hand Tool** enables you to scroll content by dragging the document instead of using scrollbars. - -To activate the Hand Tool, right-click anywhere within the document, and in the invoked context menu, select **Hand Tool**. - -![EUD_WpfPrintPreview_SelectHandTool](../../../../images/img124043.png) - -Then, after you click a document's page, the mouse pointer is changed from ![EUD_WpfPrintPreview_HandTool1](../../../../images/img124044.png) to ![EUD_WpfPrintPreview_HandTool2](../../../../images/img124045.png). Drag the mouse pointer to scroll the document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md deleted file mode 100644 index f77fe52b0a..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Navigate Using Thumbnails -author: Anna Gubareva -legacyId: 117811 ---- -# Navigate Using Thumbnails -You can use thumbnails to quickly navigate between document pages. - -To show thumbnails, click the **Thumbnails** ![WPFDesigner_PreviewToolbar_Thumbnails](../../../../images/img125689.png) button on the Print Preview's toolbar. Click a thumbnail to navigate to the corresponding document page. - -![wpf-document-preview-thumbnails](../../../../images/img126587.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md deleted file mode 100644 index acb824beeb..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Search for a Specific Text -author: Anna Gubareva -legacyId: 116494 ---- -# Search for a Specific Text -To search for a specific text throughout a document, click the **Search** ![WPFDesigner_PreviewToolbar_Search](../../../../images/img120179.png) button on the Print Preview's toolbar, or press CTRL+F. This invokes the **Search** panel. - -![WPFDesigner_SearchPanel](../../../../images/img120301.png) - -In the search box on the left, input the text to find. Click the **Settings** button to invoke the dedicated submenu allowing you to specify whether or not to use a case-sensitive search, and specify if you are required to match the whole word during the search. - -![WPFDesigner_SearchPanelSettings](../../../../images/img120302.png) - -To start searching, or search down again, click **Next**, or press ENTER or CTRL+G. To search backward, click **Previous** or press CTRL+SHIFT+G. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/passing-parameter-values.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/passing-parameter-values.md deleted file mode 100644 index 37c44f6717..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/passing-parameter-values.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Passing Parameter Values -author: Anna Gubareva -legacyId: 116495 ---- -# Passing Parameter Values -Certain documents or reports allow you to control what data is to be displayed by specifying parameter values. - -To show the **Parameters** panel, click the **Parameters** ![WPFDesigner_PreviewToolbar_Parameters](../../../images/img120177.png) button on the Print Preview's toolbar. This panel allows you to specify parameter values before document preview generation is started. - -Enter the required values using the corresponding parameter editors and click **Submit**. After changing the current values, you can revert back the previously selected values by clicking **Reset**. - -![EUD_WpfPrintPreview_Parameters](../../../images/img124050.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md deleted file mode 100644 index 4941f94e13..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Print a Document Using Default Settings -author: Anna Gubareva -legacyId: 116487 ---- -# Print a Document Using Default Settings -To send a document directly to the default printer without customizing print settings, click the **Quick Print** ![WPFDesigner_PreviewToolbar_QuickPrint](../../../../images/img120164.png) button on the Preview's toolbar. - -To learn how to select a printer, number of copies and other printer options, refer to the [Print a Document Using the Print Dialog](print-a-document-using-the-print-dialog.md) topic. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/zooming.md b/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/zooming.md deleted file mode 100644 index 84dc842bb5..0000000000 --- a/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/zooming.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Zooming -author: Anna Gubareva -legacyId: 116490 ---- -# Zooming -To zoom in or out a document, click the **Zoom In** ![WPFDesigner_PreviewToolbar_ZoomIn](../../../images/img120167.png) or **Zoom Out** ![WPFDesigner_PreviewToolbar_ZoomOut](../../../images/img120165.png) button on the Print Preview's toolbar. The alternative way to zoom in and out the document is to hold down CTRL and rotate the mouse wheel. - -You can also zoom the document to a specific zoom factor. To do this, click the **Zoom** button and choose one of the zoom factor presets from the invoked list. - -![EUD_WpfPrintPreview_Zoom](../../../images/img124049.png) - -In addition, this list provides items allowing you to display one whole page at a time and fit the document to the page width. If the preview window will be resized later, the current zoom factor will also be changed in order to fit one page or the current page width, respectively. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/report-editing-basics/binding-report-elements-using-binding-expressions.md b/interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/report-editing-basics/binding-report-elements-using-binding-expressions.md deleted file mode 100644 index 5818229522..0000000000 --- a/interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/report-editing-basics/binding-report-elements-using-binding-expressions.md +++ /dev/null @@ -1,2 +0,0 @@ - -[redirect](https://devexpress.github.io/dotnet-eud/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.html) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/ribbon.md b/interface-elements-for-desktop/articles/ribbon.md deleted file mode 100644 index fdff5d3858..0000000000 --- a/interface-elements-for-desktop/articles/ribbon.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Ribbon -author: Alexey Zolotarev -legacyId: 5546 ---- -# Ribbon -The Ribbon organizes commands into a tabbed interface, providing quick and intuitive access to these commands. - -![EU_Ribbon](../images/img9115.png) - -  - -Topics in this section: -* [Frequently Used Ribbon Commands](ribbon/frequently-used-ribbon-commands.md) -* [Minimize Ribbon](ribbon/minimize-ribbon.md) -* [Invoke Ribbon Commands](ribbon/invoke-ribbon-commands.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/ribbon/frequently-used-ribbon-commands.md b/interface-elements-for-desktop/articles/ribbon/frequently-used-ribbon-commands.md deleted file mode 100644 index a372b744a0..0000000000 --- a/interface-elements-for-desktop/articles/ribbon/frequently-used-ribbon-commands.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Frequently Used Ribbon Commands -author: Alexey Zolotarev -legacyId: 5548 ---- -# Frequently Used Ribbon Commands -Frequently used commands are typically displayed within the Quick Access Toolbar, at the top of the Ribbon: - -![EU_Ribbon_QAT](../../images/img9116.png) - -To add any command to the Quick Access Toolbar, right-click the command and select **Add to Quick Access Toolbar**: - -![EU_Ribbon_Add_to_QAT](../../images/img9118.png) - -To add a group of commands to the Quick Access Toolbar, right-click the group's caption and select **Add to Quick Access Toolbar**: - -![EU_Ribbon_Add_to_QAT_Group](../../images/img9121.png) - -To remove any command from the Quick Access Toolbar, right-click the command and select **Remove from Quick Access Toolbar**: - -![EU_Ribbon_Remove_from_QAT](../../images/img9120.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/ribbon/invoke-ribbon-commands.md b/interface-elements-for-desktop/articles/ribbon/invoke-ribbon-commands.md deleted file mode 100644 index 99e9f68a8b..0000000000 --- a/interface-elements-for-desktop/articles/ribbon/invoke-ribbon-commands.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Invoke Ribbon Commands -author: Alexey Zolotarev -legacyId: 5547 ---- -# Invoke Ribbon Commands -To select a specific command, you can click it with the mouse or invoke it via its shortcut. See below for more information. - -Shortcuts are associated with each page and command in the Ribbon. To see the shortcuts, press ALT or F10. Shortcuts will appear next to the corresponding tab pages and commands: - -![EU_Ribbon_KeyTips](../../images/img9131.png) - -Shortcuts can be composed of one, two or three symbols. -If a shortcut is represented by one symbol, you can invoke the command by pressing this symbol. -If a shortcut is represented by two or three symbols, to invoke the command, press the symbols one after another. - -Initially, when pressing ALT or F10, shortcuts are displayed for commands within the Quick Access Toolbar (at the top of the Ribbon) and for tab pages. -To access shortcuts for commands within a specific tab page, you need to press the shortcut associated with this page. - -For example, to display shortcuts for commands within the Home page (see the image above), press **H**: - -![EU_Ribbon_KeyTips_for_page](../../images/img9132.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/ribbon/minimize-ribbon.md b/interface-elements-for-desktop/articles/ribbon/minimize-ribbon.md deleted file mode 100644 index af893d8c4e..0000000000 --- a/interface-elements-for-desktop/articles/ribbon/minimize-ribbon.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Minimize Ribbon -author: Alexey Zolotarev -legacyId: 5549 ---- -# Minimize Ribbon -To minimize the Ribbon, right-click any command and select **Minimize the Ribbon**: - -![EU_Ribbon_Add_to_QAT](../../images/img9118.png) - -To restore the Ribbon, right-click any command or page and uncheck the **Minimize the Ribbon** option: - -![EU_Ribbon_Minimize_Restore](../../images/img9125.png) - -You can also minimize and restore the Ribbon by double-clicking any tab page header. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor.md b/interface-elements-for-desktop/articles/rich-text-editor.md deleted file mode 100644 index 1bd25995ad..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor.md +++ /dev/null @@ -1,123 +0,0 @@ ---- -title: Rich Text Editor -author: Boris Zaitsev -legacyId: 7431 ---- -# Rich Text Editor - -This section describes the **Rich Text Editor** capabilities. - -![RTEMainPage](../images/img121232.png) - -## Text Editor UI - -* [Editor Elements](rich-text-editor/text-editor-ui/editor-elements.md) -* [Toolbars](rich-text-editor/text-editor-ui/toolbars.md) -* [Ribbon Interface](rich-text-editor/text-editor-ui/ribbon-interface.md) - -## File Operations - -* [Create a New Document](rich-text-editor/file-operations/create-a-new-document.md) -* [Load a Document](rich-text-editor/file-operations/load-a-document.md) -* [Save a Document](rich-text-editor/file-operations/save-a-document.md) -* [Print a Document](rich-text-editor/file-operations/print-a-document.md) - -## Document Layout and Page Setup - -* [Divide a Document into Sections](rich-text-editor/document-layout-and-page-setup/divide-a-document-into-sections.md) -* [Adjust Page Settings](rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md) -* [Lay Out Text in Columns](rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md) -* [Add Line Numbers](rich-text-editor/document-layout-and-page-setup/add-line-numbers.md) -* [Change Page Background Color](rich-text-editor/document-layout-and-page-setup/change-page-background-color.md) - -## View and Navigate - -* [Navigate through a Document](rich-text-editor/viewing-and-navigating/navigate-through-a-document.md) -* [Switch Document Views](rich-text-editor/viewing-and-navigating/switch-document-views.md) -* [Zoom a Document](rich-text-editor/viewing-and-navigating/zoom-a-document.md) - -## Edit Text - -* [Select Text](rich-text-editor/text-editing/select-text.md) -* [Delete Text](rich-text-editor/text-editing/delete-text.md) -* [Find and Replace Text](rich-text-editor/text-editing/find-and-replace-text.md) -* [Use a Clipboard](rich-text-editor/text-editing/use-a-clipboard.md) -* [Check Text Spelling](rich-text-editor/text-editing/check-text-spelling.md) -* [Undo and Redo Last Operations](rich-text-editor/text-editing/undo-and-redo-last-operations.md) - -## Formatting - -* [Format Text](rich-text-editor/formatting/format-text.md) -* [Format Paragraphs](rich-text-editor/formatting/format-paragraphs.md) -* [Apply and Modify Styles](rich-text-editor/formatting/apply-and-modify-styles.md) - -## Pictures and Text Boxes - -* [Insert a Picture](rich-text-editor/pictures-and-text-boxes/insert-a-picture.md) -* [Insert, Select, Copy or Delete a Text Box](rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md) -* [Add, Change or Delete a Border for a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md) -* [Add, Change or Delete a Text Box Fill](rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md) -* [Rotate a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md) -* [Move a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md) -* [Wrap Text around a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md) -* [Resize a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md) - -## Lists - -* [Numbered Lists](rich-text-editor/lists/numbered-lists.md) -* [Bulleted Lists](rich-text-editor/lists/bulleted-lists.md) -* [Multilevel Lists](rich-text-editor/lists/multilevel-lists.md) - -## Tables - -* [Insert a Table](rich-text-editor/tables/insert-a-table.md) -* [Add and Remove Table Borders](rich-text-editor/tables/add-and-remove-table-borders.md) -* [Customize a Style of Cell Borders](rich-text-editor/tables/customize-a-style-of-cell-borders.md) -* [Select a Cell, Row or Column](rich-text-editor/tables/select-a-cell-row-or-column.md) -* [Insert a Cell, Row or Column](rich-text-editor/tables/insert-a-cell-row-or-column.md) -* [Delete a Cell, Row or Column](rich-text-editor/tables/delete-a-cell-row-or-column.md) -* [Merge or Split Cells](rich-text-editor/tables/merge-or-split-cells.md) -* [Align Text in Table Cells](rich-text-editor/tables/align-text-in-table-cells.md) -* [Set Background Color of Cells](rich-text-editor/tables/set-background-color-of-cells.md) -* [Wrap Text Around a Table](rich-text-editor/tables/wrap-text-around-a-table.md) -* [Rotate Table Cell Content](rich-text-editor/tables/rotate-table-cell-content.md) - -## Header and Footer - -* [Header and Footer](rich-text-editor/header-and-footer.md) - -## Footnotes and Endnotes - -* [Insert and Edit a Footnote or Endnote](rich-text-editor/footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md) -* [Change Note Appearance](rich-text-editor/footnotes-and-endnotes/change-note-appearance.md) - -## Embed Fields (Mail Merge) - -* [Mail Merge](rich-text-editor/mail-merge.md) - -## Table of Contents - -* [Create a Table of Contents](rich-text-editor/table-of-contents/create-a-table-of-contents.md) -* [Create Table of Contents for Special Cases](rich-text-editor/table-of-contents/create-table-of-contents-for-special-cases.md) -* [Update Table of Contents](rich-text-editor/table-of-contents/update-table-of-contents.md) - -## Track Changes - -* [Turn On Track Changes](rich-text-editor/track-changes/enable-track-changes.md) -* [Accept and Reject Changes](rich-text-editor/track-changes/accept-and-reject-tracked-changes.md) - -## Protect Documents - -* [Protect and Unprotect a Document](rich-text-editor/document-protection/protect-and-unprotect-a-document.md) -* [Edit a Protected Document](rich-text-editor/document-protection/edit-a-protected-document.md) - -## Miscellaneous - -* [Insert a Bookmark](rich-text-editor/miscellaneous/insert-a-bookmark.md) -* [Insert a Hyperlink](rich-text-editor/miscellaneous/insert-a-hyperlink.md) -* [Insert a Comment](rich-text-editor/miscellaneous/insert-a-comment.md) -* [Insert a Page Break](rich-text-editor/miscellaneous/insert-a-page-break.md) -* [Insert Page Numbers](rich-text-editor/miscellaneous/insert-page-numbers.md) -* [Insert a Symbol](rich-text-editor/miscellaneous/insert-a-symbol.md) -* [Insert a Watermark](rich-text-editor/miscellaneous/insert-a-watermark.md) -* [Set Document Properties](rich-text-editor/miscellaneous/set-document-properties.md) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/add-line-numbers.md b/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/add-line-numbers.md deleted file mode 100644 index b174ecbd84..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/add-line-numbers.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Add Line Numbers -author: Elena Dvoryadkina -legacyId: 10536 ---- -# Add Line Numbers -1. To add line numbers to a whole document, [select the entire document](../text-editing/select-text.md) if your document is divided into multiple [sections](divide-a-document-into-sections.md). If your document consists of one section only, simply click anywhere within a document. - - To add line numbers to a particular section or multiple sections, click a section or select multiple sections. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click **Line Numbers** and select one of the available line numbering types from the invoked list... - - ![RTEAddLineNumbers](../../../images/img121281.png) - - ...or click **Line Numbering Options** to invoke the **Line Numbers** dialog that you can use to adjust line numbering options in a more flexible way (specify the value to be used for the first line - **Start at**, increment value for line numbering - **Count by**, distance between line number and the start of the text line - **From text**). - - ![RTELineNumbersDialog](../../../images/img121282.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md b/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md deleted file mode 100644 index 874e16f838..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Adjust Page Settings -author: Elena Dvoryadkina -legacyId: 8556 ---- -# Adjust Page Settings -When changing page layout settings (such as [page margins](#margins), [page orientation](#orientation), [paper size](#papersize)), you can apply them to the whole document or set specific page layout settings for each individual section if your [document is divided into sections](divide-a-document-into-sections.md). - -## Change Page Margins -1. Click within a [section](divide-a-document-into-sections.md) whose page margins you wish to set. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click the **Margins** button and select the margin sizes to be set for the current section from the invoked list... - - ![RTEMarginsList](../../../images/img121272.png) - - ... or specify page margins for the current section or the whole document via the **Page Setup** dialog. To invoke the dialog, click the **Page Setup** dialog box launcher. - - ![RTEMarginsPageSetupDialog](../../../images/img121273.png) - -## Change Page Orientation -1. Click within a [section](divide-a-document-into-sections.md) for which you wish to specify page orientation. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click the **Orientation** button and select **Portrait** or **Landscape** from the invoked list... - - ![RTEOrientation](../../../images/img121274.png) - - ... or set the page orientation for the current section or the whole document on the **Margins** tab of the **Page Setup** dialog. - -## Change Paper Size -1. Click within a [section](divide-a-document-into-sections.md) for which you wish to set the paper size. -2. Click the **Size** button on the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md) and select one of the standard paper sizes from the invoked list... - - ![RTEPaperSize](../../../images/img121276.png) - - ... or specify the paper size for the current section or the entire document on the **Paper** tab of the **Page Setup** dialog. - - ![RTEPaperSizePageSetup](../../../images/img121275.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/change-page-background-color.md b/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/change-page-background-color.md deleted file mode 100644 index e6e23a7aa1..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/change-page-background-color.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Change Page Background Color -author: Elena Dvoryadkina -legacyId: 11963 ---- -# Change Page Background Color -On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Background** group, click **Page Color** and select the required color for the background of the document pages. - -![RTEPageBackGroud](../../../images/img121283.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/divide-a-document-into-sections.md b/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/divide-a-document-into-sections.md deleted file mode 100644 index d8d4d3d39b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/divide-a-document-into-sections.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Divide a Document into Sections -author: Elena Dvoryadkina -legacyId: 10534 ---- -# Divide a Documents into Sections -You can divide your document into sections to specify parts of a document that have different [page settings](adjust-page-settings.md) (page margins, page orientation, paper size), [column layouts](lay-out-text-in-columns.md), [line numbering](add-line-numbers.md) and [headers and footers](../header-and-footer.md). - -## Insert Section Breaks -To divide a document into sections, insert section breaks. -1. Click where you want to inset a section break within a document. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click the **Breaks** button and select one of the following types of section breaks. - - ![RTEInsertSectionBreak](../../../images/img121268.png) - * **Column** - starts a new section on the next column on the page. - * **Next Page** - inserts a section break and starts a new section on the next page. - * **Continuous** - starts the new section on the same page. - * **Even Page** - inserts a section break and starts a new section on the next even-numbered page. - * **Odd Page** - inserts a section break and starts a new section on the next odd-numbered page. - - - -To show the section break mark, press **CTRL+SHIFT+8** or on the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Show/Hide Paragraph** button. - -![RTEShowHideParagraph](../../../images/img121269.png) - -In a document, section breaks are marked as illustrated below. - -![RTEBreakSectionMark](../../../images/img121270.png) - -## Change Section Break Type -You can change the type of the section break that has been inserted to start a section. To do this, follow the instructions below. -1. Click the section following the section break that you wish to change. -2. Invoke the **Page Setup** dialog by clicking the dialog box launcher. - - ![RTEPageSetupDialog_invoke](../../../images/img128736.png) -3. Change the **Section start** property on the **Layout** tab as required. - - ![RTEChangeSectionStart](../../../images/img121271.png) - - -## Section Protection - -You can protect/unprotect certain sections in your document. - -In the UI, do the following to protect/unprotect sections: - -1. Click **Protect Document** on the **Review** ribbon tab to open the [Document Protection](../document-protection/protect-and-unprotect-a-document.md) dialog. -2. In the invoked dialog, set the document protection type to *Filling in Forms* (allows users to fill in forms and form fields). -3. Select sections to be protected. When the section checkbox is selected, you can modify text only in form fields in this section. - - ![Rich Text Editor - Document Protection](../../../images/document-protection-dialog-sections.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md b/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md deleted file mode 100644 index 3ca02d782b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Lay Out Text in Columns -author: Elena Dvoryadkina -legacyId: 10535 ---- -# Lay Out Text in Columns -To split a text into columns, follow the steps below. -1. Click within a [section](divide-a-document-into-sections.md) which you wish to lay out in several columns. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click the **Columns** button and select the number of columns into which the text should be split... - - ![RTEColumnList](../../../images/img121277.png) - - ... or click **More Columns** to invoke the **Columns** dialog where you can adjust columns layout of the text in a more flexible way for the current section or the whole document. - - ![RTEColumnDialog](../../../images/img121278.png) - -To move the text to the next column (if the text in the current section is laid out into multiple columns), insert a column break. -1. Click within a document where you wish to insert a column break. -2. On the **Page Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Page Setup** group, click the **Breaks** button and select **Column** from the invoked list... - - ![RTEInsertColumnBreak](../../../images/img121279.png) - - ... or press **CTRL+SHIFT+ENTER**. - -To show the column break mark, press **CTRL+SHIFT+8** or click the **Show/Hide Paragraph** button on the **File** tab. - -![RTEShowHideParagraph](../../../images/img121269.png) - -In a document, column breaks are marked as illustrated below. - -![RTEColumnBreakMark](../../../images/img121280.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-protection/edit-a-protected-document.md b/interface-elements-for-desktop/articles/rich-text-editor/document-protection/edit-a-protected-document.md deleted file mode 100644 index ff1b856c70..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-protection/edit-a-protected-document.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Edit a Protected Document -author: Elena Dvoryadkina -legacyId: 9350 ---- -# Edit a Protected Document -When a document is protected, it is read-only except for specific unrestricted parts. You can modify a document part if you have been given permission to make changes to this part. Editable document regions can be easily recognized - they are highlighted and enclosed in brackets. - -![RTEProtectedDocumentExample](../../../images/img121371.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/document-protection/protect-and-unprotect-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/document-protection/protect-and-unprotect-a-document.md deleted file mode 100644 index c5124f306a..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/document-protection/protect-and-unprotect-a-document.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Protect and Unprotect a Document -author: Elena Dvoryadkina -legacyId: 9344 ---- -# Protect and Unprotect a Document - -## Protect a Document - -Follow the steps below to protect a document with a password. - -1. On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Protect** group, click the **Protect Document** button. - - ![RTEProtectDocumentRibbonMenu](../../../images/img121364.png) -2. Specify a protection type in the invoked **Document Protection** dialog. Select **No changes (Read-only)** to restrict all actions, **Comments** - to allow users leave comments only, **Tracked Changes** - to prevent other users from creating untracked changes, **Filling in Forms** -to allows users to fill in forms and form fields. - - ![DocumentProtectionTypes](../../../images/img121365_1.png) - -3. Type a password in the **Enter new password (optional)** box and confirm it in the **Reenter password to confirm** box. - - ![RTEProtectionPassword](../../../images/img121365.png) - -You can also [allow particular users to change certain parts of a document](#give-users-permission-to-edit-certain-document-parts). - -## Give Users Permission to Edit Certain Document Parts - -Before [adding protection](#protect-a-document) to a document, you can specify certain parts of the document where you want to remove the restriction and allow a particular user or group of users to modify these parts. - -1. [Select a part of a document](../text-editing/select-text.md) to be available. -2. On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Protect** group, click the **Range Editing Permissions** button. - - ![RTEProtectionRangeEdiingPermissionsButton](../../../images/img121366.png) -3. In the invoked **Editing Permissions** dialog, select a user or group of users to be allowed to edit the selected part of a document. - - ![RTEProtectionEditingPermissionsDialog](../../../images/img121367.png) -4. Editable ranges will be highlighted and enclosed in brackets. - - ![RTEProtectionHighlighted](../../../images/img121368.png) -5. Continue to select the document regions and give users permission to edit them. -6. After specifying all required parts, [enable protection](#protect-a-document). - - -You can also restrict document modifications with **Document Protection** and **Unprotect Document** dialogs. For more information, refer to the following topic: [Sections](../document-layout-and-page-setup/divide-a-document-into-sections.md). - -## Remove Protection from a Document - -1. On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Protect** group, click the **Unprotect Document** button. - - ![RTEProtectUnprotectButton](../../../images/img121369.png) -2. In the invoked **Unprotect Document** dialog, type the password. - - ![RTEProtectionUnprotectPassword](../../../images/img121370.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/create-a-new-document.md b/interface-elements-for-desktop/articles/rich-text-editor/file-operations/create-a-new-document.md deleted file mode 100644 index 5037e8b5d3..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/create-a-new-document.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a New Document -author: Elena Dvoryadkina -legacyId: 8463 ---- -# Create a New Document -To create a new empty document, on the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, use the **New** button, or the **CTRL+N** keyboard shortcut. - -![RTENewButton](../../../images/img121245.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/load-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/file-operations/load-a-document.md deleted file mode 100644 index bee9107774..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/load-a-document.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Load a Document -author: Elena Dvoryadkina -legacyId: 7467 ---- -# Load a Document -To load a document, on the **File** tab, in the **Common** group, click the **Open** button, or use the **CTRL+O** keyboard shortcut. - -![RTELoadDocument](../../../images/img121246.png) - -The **Open** dialog appears, allowing you to select a file. - -![RTEOpendialog](../../../images/img121247.png) - -The **Rich Editor** enables you to open documents of the following types: -* Rich Text Format (*.rtf) -* Text Files format (*.txt) -* Hyper Text Markup Language format (*.htm, *.html) -* web page archive format (*.mht) -* Microsoft Word 97-2003 format (*.doc) -* WordML (*.xml) -* Open Office XML format (aka Office 2007 or *.docx) -* Open Document Format (*.odt) -* Electronic Publication (*.epub) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/print-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/file-operations/print-a-document.md deleted file mode 100644 index 9e839f467b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/print-a-document.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Print a Document -author: Elena Dvoryadkina -legacyId: 8557 ---- -# Print a Document -## Preview a Document Before Printing -To display the document as it will look when printed, on the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, click the **Print Preview** button. - -![RTEPrintDocument](../../../images/img121248.png) - -## Print a Document -1. On the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, click the **Print** button... - - ![RTEPrintButton](../../../images/img121251.png) - - ...or press **CTRL+P**. - - The **Print** dialog will be invoked. - - ![RTEPrintDialog](../../../images/img121249.png) -2. In the **Print** dialog, specify all required settings and click **Print**. - -## Print a Document Using Default Settings -To send a document directly to the default printer without customizing print settings, on the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, click the **Quick Print** button. - -![RTEPrintQuick](../../../images/img121250.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/save-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/file-operations/save-a-document.md deleted file mode 100644 index 3ed15c7017..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/file-operations/save-a-document.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Save a Document -author: Elena Dvoryadkina -legacyId: 7468 ---- -# Save a Document -To save a document, on the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, click the **Save** button or use the **CTRL+S** keyboard shortcut. This allows you to save a document using the save parameters that were previously set. - -If you want to save a document using another file name or to modify other parameters (e.g. file format or location), on the **File** [ tab](../text-editor-ui/ribbon-interface.md), in the **Common** group, click the **Save As** button or press the **F12** key. - -![RTESaveIcon](../../../images/img121266.png) - -After that, the **Save As** dialog will appear. Note that the same dialog appears if you click the **Save** button to save a document, which has been never saved before. - -![RTESaveAsDialog](../../../images/img121267.png) - -In this dialog you can specify document name, document format and the location to which the document should be saved. The **Rich Text Editor** allows you to save documents in the following formats: -* Rich Text Format (*.rtf) -* Text Files format (*.txt) -* Hyper Text Markup Language format (*.htm, *.html) -* web page archive format (*.mht) -* Microsoft Word 97-2003 format (*.doc) -* WordML (*.xml) -* Open Office XML format (aka Office 2007 or *.docx) -* Open Document Format (*.odt) -* Electronic Publication (*.epub) - -> [!NOTE] -> When saving a document in HTML format, in-line pictures are saved in the %FileName%_files folder, where %FileName% is the name of the document file. Image files are named "imageN.png", where N is the picture index starting from the beginning of the document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/change-note-appearance.md b/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/change-note-appearance.md deleted file mode 100644 index 1c028ac994..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/change-note-appearance.md +++ /dev/null @@ -1,44 +0,0 @@ -# Change Note Appearance - -Click the **Footnotes** dialog box launcher on the **References** tab or right-click a note and select **Note Options**. - -![invoke ribbon](../../../images/richedit-dialogs-footnote-and-endnote-invoke.png) - -![invoke context menu](../../../images/richedit-dialogs-footnote-and-endnote-invoke-context-menu.png) - -This invokes the **Footnote and Endnote dialog**. Options in this dialog allow you to specify note location, layout, and format. - -![dialog](../../../images/richedit-dialogs-footnote-and-endnote.png) - -To specify what note options to change, click the **Footnotes** or **Endnotes** radio button in the dialog's **Location** section. - -You can apply changes to the current section or to the whole document. Select the required options in the **Apply changes to:** drop-down list. - -![apply to](../../../images/rich-edit-footnotes-and-endnotes-apply-to.png) - -## Change Note Location - -Select the desired note location from the **Location** drop-down menu. You can place footnotes at the bottom of the page or below text. Endnotes can be located at the end of the document or at the end of each section. - -![location](../../../images/rich-edit-footnotes-and-endnotes-layout.png) - -## Change Note Layout - -Select the number of columns in the **Columns:** list. - -> This parameter is ignored. You can set this option and save its value to a file for further processing in Microsoft Word or other word processing applications. - -## Change Note Format - -The **Format** section allows you to specify the following options: - -* **Number Format** - Specifies how to format numbers in footnote or endnote references. Select the desired format from the drop-down list. - - ![number format](../../../images/rich-edit-footnotes-and-endnotes-format.png) -* **Custom Mark** - Specifies the symbol used to mark a footnote or endnote reference. You can paste a symbol to the **Custom mark** field or click **Symbol** to select a symbol from the **Symbol** dialog. - image -* **Start At** - Specifies the start number for a footnote or endnote reference. Enter the number in the **Start At** field. If you set the **Numbering** option to **Restart each section** or **Restart each page**, the **Start At** option value is ignored. - -* **Numbering** - Specifies when reference numbering should be reset. If you set this option to **Restart each section** or **Restart each page** and then change the **Start At** option, the **Numbering** value is reset to **Continuous**. - - ![number format](../../../images/rich-edit-footnotes-and-endnotes-numbering.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md b/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md deleted file mode 100644 index 77c08475e1..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md +++ /dev/null @@ -1,41 +0,0 @@ -# Insert and Edit a Footnote or an Endnote - -* Place the cursor at the required position. - -* Click the **Insert Footnote** or **Insert Endnote** button in the **Footnotes** group on the **References** tab. - - ![ribbon](../../../images/richedit-footnote-and-endnote-ribbon.png) -* Enter the footnote or endnote text. The note content can be formatted as regular text. -* Right-click a note and select **Go to Footnote** or **Go to Endnote** to find the note reference position. - - ![go to](../../../images/richedit-footnote-and-endnote-context-menu.png) - -## View Notes - -To display notes, click **Show Notes** in the **Footnotes** group on the **References** tab and select the required area. - -![show notes](../../../images/richedit-footnote-and-endnote-show-notes.png) - -Use buttons on the **References** tab to navigate through footnotes or endnotes. - -![navigate](../../../images/richedit-footnote-and-endnote-ribbon-navigate.png) - -## Convert Footnotes to Endnotes and Vice Versa - -Place the cursor within the target footnote or endnote. Right-click the note and select **Convert to Endnote** or **Convert to Footnote**. - -![convert](../../../images/richedit-footnote-and-endnote-convert-notes-context-menu.png) - -You can convert all footnotes to endnotes and vice versa. Click the **Footnotes** dialog box launcher on the **References** tab. - -![invoke dialog](../../../images/richedit-dialogs-footnote-and-endnote-invoke.png) - -In the **Footnotes** dialog, click the **Convert** button. This invokes the **Convert Notes** dialog. Select the required option to convert or swap notes. - -![convert notes](../../../images/richedit-dialogs-footnote-and-endnote-convert.png) - -## Remove a Footnote or Endnote - -Delete the note reference to remove a footnote or endnote. Right-click the note and click **Go to Footnote** or **Go to Endnote** to locate the reference. - -![go to](../../../images/richedit-footnote-and-endnote-context-menu.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/formatting/apply-and-modify-styles.md b/interface-elements-for-desktop/articles/rich-text-editor/formatting/apply-and-modify-styles.md deleted file mode 100644 index 1122f63919..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/formatting/apply-and-modify-styles.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Apply and Modify Styles -author: Boris Zaitsev -legacyId: 9360 ---- -# Apply and Modify Styles -To format a text or a paragraph you can apply styles. A style is a group of formatting characteristics. All these characteristics are applied to a text or a paragraph at once when you apply a style. Thus, styles allow you to change text and paragraph appearance quicker than setting all formatting characteristics separately ([Format Text](format-text.md), [Format Paragraphs](format-paragraphs.md)). - -A **character based style** includes characteristics to format text within a paragraph (e.g., font type and size, bold and italic formats, etc.) - -A **paragraph based style** affects paragraph formatting characteristics such as text alignment, line spacing, etc. It can also include character formatting characteristics. - -## Apply a Style -To apply a style, do the following. -1. [Select text](../text-editing/select-text.md) or a paragraph that you want to format. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Styles** group, click or type a required style name in the **Quick Styles** box . - - ![RTESelectStyle](../../../images/img121316.png) - -## Modify a Style -You can modify an existing style via the **Modify Style** dialog. - -To invoke the dialog, do the following: -1. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Styles** group, click the **Modify Style** button: - - ![RTEModifyStylesButton](../../../images/img121318.png) -2. The **Modify Style** dialog enables you to change the base style for the current style (to specify how the styles cascade), the style which should be used for the following paragraph, and basic characteristics of the style, such as Font, Paragraph and Tab Stops. - - ![RTEModifyStyleMenu](../../../images/img121317.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-paragraphs.md b/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-paragraphs.md deleted file mode 100644 index c6bdc8b55d..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-paragraphs.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Format Paragraphs -author: Elena Dvoryadkina -legacyId: 7447 ---- -# Format Paragraphs -To format a paragraph, first click anywhere within it or [select](../text-editing/select-text.md) the paragraph, and then use the **Paragraph** page group on the **Home** [ tab](../text-editor-ui/ribbon-interface.md) to change line spacing, indentation, alignment and styles. - -![RTEParagraph](../../../images/img121313.png) - -Also, you can use the **Paragraph** dialog to format the paragraph. To invoke this dialog, right-click the paragraph and select the **Paragraph** item from the context menu. - -![RTEParagraphContextMenu](../../../images/img121315.png) - -The **Paragraph** dialog appears, as illustrated below. - -![RTEParagraphMenu](../../../images/img121314.png) - -In this dialog, you can change different parameters for the paragraph (Indents and Spacing tab) and pagination (Line and Page Breaks tab). - -The **Rich Editor** provides a list of the default keyboard shortcuts to format paragraphs. - -| | | -|---|---| -| CTRL+1 | Formats a current paragraph with single line spacing. | -| CTRL+2 | Formats a current paragraph with double line spacing. | -| CTRL+5 | Formats a current paragraph with one and a half line spacing. | -| CTRL+E | Toggles centered paragraph alignment on and off. | -| CTRL+J | Toggles justified paragraph alignment on and off. | -| CTRL+L | Toggles left paragraph alignment on and off. | -| CTRL+R | Toggles right paragraph alignment on and off. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-text.md b/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-text.md deleted file mode 100644 index d1ad2da0a9..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/formatting/format-text.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Format Text -author: Elena Dvoryadkina -legacyId: 7446 ---- -# Format Text -To format text, first [select it](../text-editing/select-text.md) and then use the **Font** page group on the **Home** [ tab](../text-editor-ui/ribbon-interface.md) to change the font family, size, color, etc. - -![RTEFont](../../../images/img121311.png) - -Also, you can modify the font using the **Font** dialog. Select the text that you want to format, right-click it and choose the **Font** item from the context menu. - -![RTEFontCMenu](../../../images/img121312.png) - -The **Font** dialog appears as illustrated below. - -![RTEFontDialog](../../../images/img121310.png) - -In this dialog, you can specify all required font parameters, and apply them to the selected text. - -In addition, the **Rich Editor** provides a list of default keyboard shortcuts for text formatting: - -| | | -|---|---| -| CTRL+B | Toggles the bold style on the selection. | -| CTRL+I | Toggles the italic style on the selection. | -| CTRL+U | Toggles the underline style on the selection. | -| CTRL+D | Invokes the **Font** dialog that allows you to change the font, size and style of the selected text. | -| CTRL+PLUS | Toggles the subscript style on the selection. | -| CTRL+CLOSEBRACKETS (]) | Increases the font size of the selected text by one point. | -| CTRL+OPENBRACKETS ([) | Decreases the font size of the selection by one point. | -| CTRL+SHIFT+PERIOD | Increases the font size of the selection to the closest larger predefined value. | -| CTRL+SHIFT+COMMA | Decreases the font size of the selection to the closest smaller predefined value. | -| CTRL+SHIFT+D | Toggles the double underline style on the selection. | -| CTRL+SHIFT+PLUS | Toggles the superscript style on the selection. | -| CTRL+SHIFT+H | Toggles between the normal and hidden text mode for the selection. To view the hidden text, press CTRL+SHIFT+8. | -| CTRL+SPACE | Clears formatting of selected text - resets it to default. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/header-and-footer.md b/interface-elements-for-desktop/articles/rich-text-editor/header-and-footer.md deleted file mode 100644 index 3667b37eeb..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/header-and-footer.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Header and Footer -author: Elena Dvoryadkina -legacyId: 8561 ---- -# Header and Footer -Headers and footers are the areas at the bottom or the top of each page in a document. You can insert text or graphics into headers and footers (for example, [page numbers](miscellaneous/insert-page-numbers.md), a [company logo](pictures-and-text-boxes/insert-a-picture.md), the document title or file name, the author's name). - -## Insert a Header or Footer -1. On the **Insert** [tab](text-editor-ui/ribbon-interface.md), in the **Header&Footer** group, click the **Header** or **Footer** button. - - ![RTEHFHeader](../../images/img121360.png) -2. Type text or insert graphics in the header or footer area. -3. To switch between the header and footer areas, use the **Go to Header** and **Go to Footer** buttons of the **Header & Footer Tools / Design** ribbon tab. - - ![RTEHFGotoHeader](../../images/img121372.png) ![RTEHFGotoFooter](../../images/img121373.png) -4. If necessary, you can [align](formatting/format-paragraphs.md) and [format text](formatting/format-text.md) in the header and footer areas, as required. -5. To finish, double-click anywhere in the document, or on the **Header & Footer Tools / Design** [tab](text-editor-ui/ribbon-interface.md), in the **Header&Footer** group, click **Close Header and Footer**. - - ![RTEHFCloseHF](../../images/img121374.png) - -## Create a Different Header or Footer for the First Page -You can skip the header or footer on the first page, or create a unique header or footer for the first page of the document. -1. Double-click the header or footer area on the first page of the document. -2. On the **Header & Footer Tools / Design** [tab](text-editor-ui/ribbon-interface.md), in the **Options** group, click the **Different First Page** button. - - ![RTEHFDifferentFirstPage](../../images/img121377.png) -3. If necessary, click the **Show Next** and **Show Previous** buttons on the **Header & Footer Tools / Design** tab to activate the **First Page Header** and **First Page Footer** areas. - - ![RTEHFShowPrevious](../../images/img121376.png) -4. Change the contents of the header or footer on the first page (or delete the contents of the header or footer to use no header or footer on the first page of the document). - -## Create a Different Header or Footer for Odd and Even Pages -1. On the **Insert** [tab](text-editor-ui/ribbon-interface.md), in the **Header&Footer** group, click the **Header** or **Footer** button. - - ![RTEHFHeader](../../images/img121360.png) -2. On the **Header & Footer Tools / Design** tab, in the **Options** group, click the **Different Odd & Even Pages** button. - - ![RTEHFDifferentOddAndEvenPages](../../images/img121378.png) -3. If necessary, click the **Show Next** and **Show Previous** buttons on the **Header & Footer Tools / Design** tab to move into the header or footer areas of odd or even pages. - - ![RTEHFShowPrevious](../../images/img121376.png) -4. Create the header or footer for odd pages in the **Odd Page Header** or **Odd Page Footer** areas and create the header or footer for even pages in the **Even Page Header** or **Even Page Footer** areas. - -## Use Specific Headers and Footers for Each Section -If your [document is divided into sections](document-layout-and-page-setup/divide-a-document-into-sections.md), you can specify different headers and footers for each section. -1. Click the first section from the document beginning whose headers and footers you wish to change. -2. Click the **Header** or **Footer** button on the **Insert** [tab](text-editor-ui/ribbon-interface.md). - - ![RTEHFHeader](../../images/img121360.png) -3. On the **Header & Footer Tools / Design** tab, in the **Navigation**, click **Link to Previous** group to break the connection between the current section and the previous section. - - ![RichEdit_LinkToPrevious](../../images/img14859.png) -4. Modify the existing header or footer as required, or create a new header or footer for the current section. -5. Repeat the previous two steps for the next sections for which you want to set specific headers and footers. Use the **Show Next** button on the **Header & Footer Tools / Design** ribbon tab to navigate to header or footer areas of the next sections. - - ![RTEHFShowNext](../../images/img121375.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/lists/bulleted-lists.md b/interface-elements-for-desktop/articles/rich-text-editor/lists/bulleted-lists.md deleted file mode 100644 index e52317715b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/lists/bulleted-lists.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Bulleted Lists -author: Elena Dvoryadkina -legacyId: 8542 ---- -# Bulleted Lists -## Create a Bulleted List as You Type -1. Point to the position in a document from where you want to begin your list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Bullets** ![RichEdit_BulletsButton](../../../images/img12128.png) button . - - ![RTEBulletedListRibbonMenu](../../../images/img121342.png) -3. Type the text. -4. Press **ENTER** to create the next item of the list. -5. To finish the list, press **ENTER** twice. - -## Make a Bulleted List from the Selected Text -You can add bullets to existing lines of text in two ways. The first method is to use the **Home** ribbon tab: -1. Select the text lines that you want to transform into a list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Bullets** button. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click within the document and select the **Bullets and Numbering** item from the invoked context menu. - - ![RTEBulletedListContextMenu](../../../images/img121343.png) -3. In the invoked **Bullets and Numbering** dialog, click the **Bulleted** tab and choose the list style that you want to apply. - - ![RTEBulletsAndNumberingBulletedTab](../../../images/img121344.png) - -## Create Your Own List Style -You can create your own style for a bulleted list on the basis of one of the existing list styles, by changing various list parameters. -1. Select the bulleted list (or text to be transformed into the bulleted list) to which you want to apply your own style. -2. Right-click within the document and select the **Bullets and Numbering** item from the resulting [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![RTEBulletsAndNumberingBulletedTab](../../../images/img121344.png) -3. Click the **Bulleted** tab, choose one of the existing styles and click **Customize...**. The **Customize Bulleted List** dialog will be invoked. - - ![RTEBulletedCustomizeLayout](../../../images/img121345.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![RTEBulletedListCustomizeCheck](../../../images/img121346.png) - - ...you will get the list style as illustrated below. - - ![RTEBulletedMenuResult](../../../images/img121347.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/lists/multilevel-lists.md b/interface-elements-for-desktop/articles/rich-text-editor/lists/multilevel-lists.md deleted file mode 100644 index 326717bce9..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/lists/multilevel-lists.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Multilevel Lists -author: Elena Dvoryadkina -legacyId: 8544 ---- -# Multilevel Lists -## Create a Multilevel List as You Type -1. Point to the position within a document from which you want to begin your list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Multilevel list** ![RichEdit_MultilevelListButton](../../../images/img12132.png) button. - - ![RTEMultilevelListRibbonMenu](../../../images/img121348.png) -3. Type the text. -4. To change levels of the list, press **TAB** and **SHIFT+TAB**, or, on the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group click the **Increase Indent** ![RichEdit_IncreaseIndentButton](../../../images/img12135.png) and **Decrease Indent** ![RichEdit_DecreaseIndentButton](../../../images/img12134.png) buttons. Press **ENTER** to create the next item on the current level. -5. To finish the list, press **ENTER** twice. - -## Make a Multilevel List from the Selected Text -You can make multilevel list from existing lines of text in two ways. The first one is to use the **Paragraph** toolbar: -1. Select the text lines that you want to transform into a list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Multilevel list** ![RichEdit_MultilevelListButton](../../../images/img12132.png) button. -3. Use **TAB** and **SHIFT+TAB**, or the **Increase Indent** ![RichEdit_IncreaseIndentButton](../../../images/img12135.png) and **Decrease Indent** ![RichEdit_DecreaseIndentButton](../../../images/img12134.png) buttons to change levels. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click within the document and select the **Bullets and Numbering** item from the invoked context menu. - - ![RTEMultilevelListContextMenu](../../../images/img121349.png) -3. In the invoked **Bullets and Numbering** dialog, click the **Outline Numbered** tab and choose the list style that you want to apply. - - ![RTEMultilevelListBulletsAndNumberingMenu](../../../images/img121350.png) -4. Use **TAB** and **SHIFT+TAB**, or the **Increase Indent** ![RichEdit_IncreaseIndentButton](../../../images/img12135.png) and **Decrease Indent** ![RichEdit_DecreaseIndentButton](../../../images/img12134.png) buttons of the **Paragraph** toolbar to change levels. - -## Create Your Own List Style -You can create your own style for a multilevel list on the basis of one of the existing list styles, by changing different list parameters. -1. Select the multilevel list (or text to be transformed into the multilevel list) to which you want to apply your own style. -2. Right-click within the document and select the **Bullets and Numbering** item from the resulting [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![RTEMultilevelListCustomizeLayout](../../../images/img121354.png) -3. Click the **Outline Numbered** tab, choose one of the existing styles and click **Customize...**. The **Customize Outline Numbered List** dialog will be invoked. - - ![RTEMultilevelListCustomizeMenu](../../../images/img121351.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![RTEMultilevelListCustomizeExample](../../../images/img121352.png) - - ...you will get the list style as illustrated below. - - ![RTEMultilevelListCustomizedExample](../../../images/img121353.png) -5. Use **TAB** and **SHIFT+TAB**, or the **Increase Indent** ![RichEdit_IncreaseIndentButton](../../../images/img12135.png) and **Decrease Indent** ![RichEdit_DecreaseIndentButton](../../../images/img12134.png) buttons of the **Paragraph** toolbar, to change levels. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/lists/numbered-lists.md b/interface-elements-for-desktop/articles/rich-text-editor/lists/numbered-lists.md deleted file mode 100644 index a34a3e30d2..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/lists/numbered-lists.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Numbered Lists -author: Elena Dvoryadkina -legacyId: 7457 ---- -# Numbered Lists -## Create a Numbered List as You Type -1. Point to the position within a document from which you want to begin your list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Numbering** ![RichEdit_NumberingButton](../../../images/img12122.png) button. - - ![RTENumberingListRibbonMenu](../../../images/img121335.png) -3. Type the text. -4. Press **ENTER** to create the next item of the list. -5. To finish the list, press **ENTER** twice. - -## Make a Numbered List from the Selected Text -You can add numbers to existing lines of text in two ways. The first one is to use the **Paragraph** toolbar: -1. Select the text lines that you want to transform into a list. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Paragraph** group, click the **Numbering** ![RichEdit_NumberingButton](../../../images/img12122.png) button. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click within the document and select the **Bullets and Numbering** item from the appeared context menu. - - ![RTENumberingListContextMenu](../../../images/img121337.png) -3. In the invoked **Bullets and Numbering** dialog, click the **Numbered** tab and choose the list style that you want to apply. - - ![RTEBulletsAndBulletinsLayout](../../../images/img121339.png) - -## Create Your Own List Style -You can create your own style for a numbered list on the basis of one of the existing list styles, by changing different list parameters. -1. Select the numbered list (or text to be transformed into the numbered list) to which you want to apply your own style. -2. Right-click within the document and select the **Bullets and Numbering** item from the resulting [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![RTEBulletsAndBulletinsLayout](../../../images/img121339.png) -3. Click the **Numbered** tab, choose one of the existing styles and click **Customize...**. The **Customize Numbered List** dialog will be invoked. - - ![RTENumberedListCustomizeWindow](../../../images/img121341.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![RTENumberingListCustomizeDialog](../../../images/img121338.png) - - ...you will get the list style as illustrated below. - - ![RTENumberingListResult](../../../images/img121340.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/mail-merge.md b/interface-elements-for-desktop/articles/rich-text-editor/mail-merge.md deleted file mode 100644 index de59989e66..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/mail-merge.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Mail Merge -author: Elena Dvoryadkina -legacyId: 7469 ---- -# Mail Merge -The **Mail Merge** feature enables you to use the text retrieved from a data source for filling in the fields in a document template. This feature is useful for letters, catalogs, mailing labels, and for personalizing any kind of a document. - -> [!NOTE] -> If the data source provides formatted text to insert in the merge field, its formatting will not be recognized and properly processed. - -To merge data fields in a **Rich Text Editor** document, perform the following steps. -* **Prepare a Data Source** - - To perform a mail merge, you need a template and a data source. The template is a document containing fields (placeholders for the information that will be merged). The data source contains data that will be merged into the fields in the document template to create merged documents. - -   -* **Create a Template for Mail Merge (Insert Fields)** - - When an application runs with the mail merge data source attached to the **Rich Text Editor**, you can create a template for mail merge. To do this, [create a new document](file-operations/create-a-new-document.md), type the mail content and insert merge fields into this document. To insert fields, on the **Mail Merge** [tab](text-editor-ui/ribbon-interface.md), in the **Mail Merge** group, click the **Insert Merge Field** button. - - ![RTEMailMergeButton](../../images/img121384.png) - - The drop-down list or a dialog window containing field names will be shown. - - ![MailMergeInsertFieldDialog](../../images/img121385.png) - - Choose the required field and click **Insert**. The field is inserted at the cursor position. - -   -* **Preview Field Values** - - The **Show All Field Codes** button on the **Mail Merge** tab displays field codes for all fields in the document. - - ![MailMergeShowAllFieldCodesButton](../../images/img121386.png) - - The **Show All Field Results** button on the **Mail Merge** ribbon tab displays field placeholders if the **View Merged Data** button is switched off. If this button is switched on, then the current record of the data source is displayed in place of the field. - - ![RTEMailMergeShowAllFieldResultsButton](../../images/img121387.png) - - The merge field code looks like the following: - - {MERGEFIELD "_field name_" [\* MERGEFORMAT]} - - The optional \* MERGEFORMAT switch, which you can add manually, retains formatting applied to the field. - -   \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-bookmark.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-bookmark.md deleted file mode 100644 index 55f2b2def7..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-bookmark.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Insert a Bookmark -author: Elena Dvoryadkina -legacyId: 8467 ---- -# Insert a Bookmark -A **Bookmark** exposes a document range with a name. The range can have a zero length. The name should start with a letter and can include numbers. - -To create a new bookmark, place the caret at the chosen location, or select the text to mark, and on the **Insert** tab, in the **Links** group, click the **Bookmark** button... - -![RTEInsertBookmarkRibbonMenu](../../../images/img121355.png) - -...or choose the **Bookmark...** item from the context menu. - -![RTEInsertBookmarkContextMenu](../../../images/img121356.png) - -In the invoked **Bookmark** dialog, specify the bookmark name and click **Add**. - -![RTEBookmarkDialog](../../../images/img121357.png) - -After you insert a bookmark in a document, you can [insert a hyperlink](insert-a-hyperlink.md) to make a cross-reference to this bookmark. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-comment.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-comment.md deleted file mode 100644 index 61e8152471..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-comment.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Insert a Comment -author: Polina Fedorova -legacyId: 115279 ---- -# Insert a Comment - -The Rich Text Editor supports **comments**- notes that can be added to a document. They make a document more understandable by providing additional context for the data it contains. Comments are displayed in the **Reviewing Pane** or in a balloon that appears in the document margins. - -![RTECommentsOverView](../../../images/img121502.png) - -You can [add](#add-a-new-comment),edit, [filter](#filter-comments) and [delete](#delete-comments) comments. - -## Add a New Comment - -1. Select the text to which you wish to add a note, and in the **Comment** group, click the **New Comment** button to add a comment. - - ![RTECommentsAddNewDocument](../../../images/img121503.png) - - To edit a comment, click within the comment's body and start editing. -2. You can also reply to the existing comment. Place the cursor within the comment text and click the **New Comment** button. The new comment will appear under the main comment. - - ![RTECommentsNestedComment](../../../images/img121513.png) - -## View Comments - -1. On the **Review** tab in the **Tracking** group, click the **View Comments** button to display comments. - - ![RTECommentsViewCommentsButton](../../../images/img121504.png) -2. Document comments can also be displayed in the Reviewing Pane. To display them, on the **Review** tab in the **Tracking** group, click the **Reviewing Pane** button. - - ![RTECommentsReviewingPane](../../../images/img121517.png) -3. Use the **Next** and **Previous** buttons in the **Comment** group to switch between comments. - - ![RTECommentsNextButton](../../../images/img121505.png) ![RTECommentsPreviousButton](../../../images/img121506.png) - -## Filter Comments - -* On the **Review** tab in the **Tracking** group, click the **Show Markup** button. Select the user whose comments you wish to display from the **Reviewers** drop-down list, or select **All Authors** to see all added comments. - - ![RTECommentsSortViewers](../../../images/img121530.png) - -## Delete Comments - -* To delete a selected comment, comments of particular reviewers or all comments, click the **Delete** button in the **Comment** group and select the appropriate option from the drop-down list. - - ![RTECommentsDeleteButton](../../../images/img121511.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md deleted file mode 100644 index c8514bc023..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Insert a Hyperlink -author: Elena Dvoryadkina -legacyId: 7488 ---- -# Insert a Hyperlink -The **Hyperlink** marks the document range as a hot spot in the document. It can be activated by clicking or pressing **ENTER**, to navigate the specified external URL, file or [bookmark](insert-a-bookmark.md) within the same document. - -To create a new hyperlink, select a range to mark and on the **Insert** tab, in the **Links** group, click the **Hyperlink** button... - -![RTEInsertHyperlLink](../../../images/img121254.png) - -...or select the **Hyperlink...** item from the context menu ... - -![RTEInsertHypelinkRightClick](../../../images/img121255.png) - -... or use the **CTRL+K** keyboard shortcut. - -The **Edit hyperlink** dialog will appear. - -![RTEHyperlinkMenu](../../../images/img121256.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-page-break.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-page-break.md deleted file mode 100644 index f914b99881..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-page-break.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Insert a Page Break -author: Elena Dvoryadkina -legacyId: 8547 ---- -# Insert a Page Break -## Insert Page Break -You can insert a page break in your document anywhere you want. To do this, follow the steps below. -1. Point to the position within a document where you want to insert a page break. -2. On the **Insert** tab, in the **Pages** group, click the **Page break** button ... - - ![RTEPageBreak](../../../images/img121358.png) - - ... or on the **Page Layout** tab, in the **Page Setup** group, click the **Breaks** button and select **Page** from the invoked list... - - ![PageBreakPageLayoutRibbon](../../../images/img121359.png) - - ... or press **CTRL+ENTER**. - -To show the page break mark, press **CTRL+SHIFT+8** or on the **Home** tab, in the **Paragraph** group, click the **Show/Hide** button. - -![RTEShowHideParagraph](../../../images/img121269.png) - -In a document, page breaks are marked as illustrated below. - -![RTEBreakSectionMark](../../../images/img121270.png) - -## Keyboard Shortcuts to Insert Breaks -You can use the following keyboard shortcuts to insert breaks of different types: - -| Shortcut | Description | -|---|---| -| CTRL+SHIFT+ENTER | Inserts a [column break](../document-layout-and-page-setup/lay-out-text-in-columns.md) in a document. | -| CTRL+SHIFT+SPACE | Inserts a non-breaking space. | -| CTRL+ENTER | Inserts a page break. | -| ENTER | Inserts a paragraph break. | -| SHIFT+ENTER | Inserts a line break. | -| TAB | Inserts a tab | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-symbol.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-symbol.md deleted file mode 100644 index 59b9ec4147..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-symbol.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Insert a Symbol -author: Elena Dvoryadkina -legacyId: 8548 ---- -# Insert a Symbol -The **Rich Text Editor** allows you to insert symbols that are not on your keyboard, such as copyright symbols, trademark symbols, paragraph marks. - -To insert a symbol, do the following: -1. Point to the position within the document where you want to insert a symbol. -2. On the **Insert** [tab](../text-editor-ui/ribbon-interface.md), in the **Symbol** group, click the **Symbol** button. - - ![RTEINsertSymbol](../../../images/img121252.png) - - The **Symbol** dialog will be invoked. - - ![RTEInsertSymbolMenu](../../../images/img121253.png) -3. Select the symbol to be inserted and click **OK**, or double-click the symbol. - -In addition, some symbols can be inserted in the document using default keyboard shortcuts: - -| Shortcut | Description | -|---|---| -| CTRL+ALT+C | Inserts the copyright (**©**) symbol. | -| CTRL+ALT+OEMPERIOD | Inserts the ellipsis (**…**) symbol. | -| CTRL+ALT+R | Inserts the registered trademark (**®**) symbol. | -| CTRL+ALT+- | Inserts the em dash (**—**) symbol. | -| CTRL+ALT+T | Inserts the trademark sign (**™**) symbol. | -| CTRL+- | Inserts the en dash (-) symbol. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-watermark.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-watermark.md deleted file mode 100644 index 5a84edfa98..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-a-watermark.md +++ /dev/null @@ -1,53 +0,0 @@ -# Insert a Watermark - -A watermark is a faded background image or text displayed behind document content. The WinForms Rich Text Editor allows you to create and remove watermarks. You can also print and export documents with watermarks to PDF. - -## Insert an Picture Watermark - -Click **Watermark** on the **Page Layout** tab to invoke the **Watermarks** dialog. - -![ribbon item](../../../images/rich-text-editor-watermarks-dialog-invoke.png) - -In the invoked dialog, select **Picture Watermark** and specify the path to a picture. You can also change the scale percentage and apply or remove the washout effect. - -![picture watermark](../../../images/rich-text-editor-watermarks-dialog-picture-watermark.png) - -Use the **Apply to** box to specify whether to add a watermark to all document pages or to the current section only. - -The image below illustrates the result: - -![picture watermark result](../../../images/rich-text-editor-watermarks-picture-watermark-result.png) - -## Insert a Text Watermark - -Click **Watermark** on the **Page Layout** tab to invoke the **Watermarks** dialog. - -![ribbon item](../../../images/rich-text-editor-watermarks-dialog-invoke.png) - -In the invoked dialog, select **Text Watermark**. Specify the watermark text. You can enter the required text or select one of the predefined phrases from a list. You can also configure text options (font attributes, text color, and layout). - -![text watermark](../../../images/rich-text-editor-watermarks-dialog-text-watermark.png) - -Use the **Apply to** box to specify whether to add a watermark to all document pages or to the current section only. - -The image below illustrates the result: - -![text watermark result](../../../images/rich-text-editor-watermarks-text-watermark-result.png) - -## Edit a Watermark - -Click **Watermark** on the **Page Layout** tab to invoke the **Watermarks** dialog. Change the required settings and click **Apply**. - -A watermark is located at the section header. Double-click the header area and select the watermark. The **Picture Tools | Format** tab becomes available. You can change the picture fill and outline parameters. Use the round arrow that appears over the watermark to change its rotation angle. - -![edit watermark as shape](../../../images/rich-text-editor-watermarks-edit-as-shape.png) - -## Remove a Watermark - -Click **Watermark** on the **Page Layout** tab to invoke the **Watermarks** dialog. Select **No Watermark** to remove the current watermark. - -![remove watermark with dialog](../../../images/rich-text-editor-watermarks-remove-from-dialog.png) - -Click **Remove Watermark** on the **Page Layout** tab to remove all watermarks from a document. - -![remove watermark with ribbon](../../../images/rich-text-editor-watermarks-remove-from-ribbon.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-page-numbers.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-page-numbers.md deleted file mode 100644 index b09f4a3709..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/insert-page-numbers.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Insert Page Numbers -author: Elena Dvoryadkina -legacyId: 8552 ---- -# Insert Page Numbers -## Insert a Page Number -1. On the **Insert** [tab](../text-editor-ui/ribbon-interface.md), in the **Header&Footer** group, click the **Header** or **Footer** button . For more information, see [Header and Footer](../header-and-footer.md). - - ![RTEHFHeader](../../../images/img121360.png) -2. Point to anywhere in the header or footer area where you want to insert the page number. -3. To add page numbers, on the **Insert** tab, in the **Header&Footer** group, click the **Page Number** button. - - ![RTEPageNumber](../../../images/img121362.png) - -## Insert a Page Count -1. On the **Insert** [tab](../text-editor-ui/ribbon-interface.md), in the **Header&Footer** group, click the **Header** or **Footer** button. For more information, see [Header and Footer](../header-and-footer.md). - - ![RTEHFHeader](../../../images/img121360.png) -2. Point to anywhere in the header or footer area where you want to insert the number of pages. -3. To add the number of pages, on the **Insert** tab, in the **Header&Footer** group, click the **Page Count** button. - - ![RTECountButton](../../../images/img121363.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/set-document-properties.md b/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/set-document-properties.md deleted file mode 100644 index 328cbc86a1..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/miscellaneous/set-document-properties.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Set Document Properties -author: Polina Fedorova -legacyId: 116673 ---- -# Set Document Properties -You can add details about your document (title, author name, keywords, etc.) by setting the document properties. You can set the default properties, as well as create and specify custom ones. - -## Change Default Properties -1. On the **File** tab, in the **Info** group, click the **Document Properties** button to invoke the Document Properties Dialog. - - ![DocumentProperties_Button](../../../images/img124234.png) -2. To change the default document properties, such as Title, Subject, Author, Category, Keywords and Comments, switch to the **Summary** tab. Enter the required document information and click **OK** to save changes. - - ![DocumentProperties_SummaryTab](../../../images/img124235.png) - -## Create and Set Custom Properties -1. On the **File** tab, in the **Info** group, click the **Document Properties** button to invoke the Document Properties Dialog. - - ![DocumentProperties_Button](../../../images/img124234.png) -2. Switch to the **Custom** tab to create a new document property. - - ![DocumentProperties_CustomTab](../../../images/img124237.png) -3. Enter the property's name in the **Name** box or select one of the presets from the list. Set the property type by selecting the required item from the **Type** list and enter the value in the field below. - - If you selected the "Yes or no" type, click the required radio button to set the value. Click **Add** to finish creating the property. - - ![DocumentProperties_CustomTabWithYesOrNoValue](../../../images/img124238.png) -4. The newly created item will appear in the **Properties** list. You can select the property in there and change its value, type or name the same way. Click the **Modify** button to save changes. To remove the property, click **Delete**. - - ![DocumentProperties_Custom_Modify](../../../images/img124240.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md deleted file mode 100644 index 9afbbdb20b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Add, Change or Delete a Border for a Picture or Text Box -author: Elena Dvoryadkina -legacyId: 11941 ---- -# Add, Change or Delete a Border for a Picture or Text Box -You can specify the [color](#bordercolor) and [weight](#borderweight) of the outside border of a [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md), or fully [delete](#removeborder) the border. - -## Set the Color of a Picture or Text Box Border -1. Select the [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) whose outline border color you wish to specify. -2. On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Shape Styles** group, click **Shape Outline** and select the required color. - - ![RTEShapeOutline](../../../images/img121319.png) - -> [!NOTE] -> By default, a floating picture is inserted with [no border](#removeborder). To specify a colored outline border for a picture, a border [weight](#borderweight) must be set. - -## Set the Weight of a Picture or Text Box Border -1. Select a [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) whose outline border weight you wish to specify. -2. Select the required border weight from the **Shape Outline Weight** list accessed on the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Shape Styles** group. - - ![RTEShapeOutlineWeight](../../../images/img121320.png) - -## Remove a Picture or Text Box Border -1. Select a [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) whose outline border you wish to remove. -2. On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Shape Styles** group, click **Shape Outline** button and select **No Outline**. - - ![RTEShapeOutlineNoOutline](../../../images/img121321.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md deleted file mode 100644 index 5f85cfb9c6..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Add, Change or Delete a Text Box Fill -author: Elena Dvoryadkina -legacyId: 11944 ---- -# Add, Change or Delete a Text Box Fill -## Specify a Text Box Fill -1. [Select a text box](insert-select-copy-or-delete-a-text-box.md) whose background you wish to color. -2. On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Shape Styles** group, click **Shape Fill** button and select the required color. - - ![RTEShapeFill](../../../images/img121324.png) - -## Delete a Text Box Fill -1. [Select a text box](insert-select-copy-or-delete-a-text-box.md) whose fill you wish to remove. -2. On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Shape Styles** group, click **Shape Fill** button and select **No Fill**. - - ![RTEShapeFillnoFill](../../../images/img121325.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-a-picture.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-a-picture.md deleted file mode 100644 index bb5d7f5a4f..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-a-picture.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Insert a Picture -author: Boris Zaitsev -legacyId: 8550 ---- -# Insert a Picture - -You can insert graphics in the document, and convert it to inline or floating. - -The **Rich Text Editor** supports the following graphic types: -* Bitmap (*.bmp, *.dib) -* JPEG File Interchange Format (*.jpg, *.jpeg) -* Portable Network Graphics (*.png) -* Graphics Interchange Format (*.gif) -* Tagged Image Format (*.tif, *.tiff) -* Microsoft Enhanced Metafile (*.emf) -* Windows Metafile (*.wmf) -* Scalable Vector Graphics (*.svg) - ->[!NOTE] ->SVG images are preserved as vector graphics when you export documents to Open XML formats (DOCX, DOTX, DOTM, DOCM). When exporting to non-Open XML formats, SVG images are rasterized. - -To insert a picture into your document, position the caret at the location, and click the **Picture** button in the **Illustrations** group of the **Insert** [tab](../text-editor-ui/ribbon-interface.md). - -![RTEInsertInlinePict](../../../images/img121261.png) - -The **Open** dialog appears, allowing you to locate a file with graphics. - -![RTEInsertInlinePictDialog](../../../images/img121262.png) - -The inserted picture has an **In Line with Text** wrapping style which you can [change](wrap-text-around-a-picture-or-text-box.md) later. - -![RTEPictInserted](../../../images/img121264.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md deleted file mode 100644 index 9b7a5dbb0d..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Insert, Select, Copy or Delete a Text Box -author: Elena Dvoryadkina -legacyId: 11254 ---- -# Insert, Select, Copy or Delete a Text Box -## Insert a Text Box -To insert a text box into your document, position the caret to the desired location and on the **Insert** [ tab](../text-editor-ui/ribbon-interface.md), in the **Text** group, click the **Text Box** button. - -![RTETextBoxInsert](../../../images/img121257.png) - -A floating text box enables you to specify [fill color](add-change-or-delete-a-text-box-fill.md), [outline width and color](add-change-or-delete-a-border-for-a-picture-or-text-box.md) and apply formatting to the box content. - -![RTETextBoxInsertInTheNext](../../../images/img121258.png) - -## Select a Text Box -To select a text box, click a border of the text box. - -> [!NOTE] -> If the caret is placed inside the text box, you can modify the text box content, but it is impossible to [move](move-a-picture-or-text-box.md), [copy](#copytextbox), [delete](#deletetextbox) the text box or specify such attributes as [fill color](add-change-or-delete-a-text-box-fill.md), [outline color and weight](add-change-or-delete-a-border-for-a-picture-or-text-box.md), [text wrapping](wrap-text-around-a-picture-or-text-box.md), [position](wrap-text-around-a-picture-or-text-box.md), etc. In this case, the text box is not considered as selected, the **Picture Tools / Format** [tab](../text-editor-ui/ribbon-interface.md) and corresponding items of the text box's context menu are unavailable. - -![RTESelectTextBox1](../../../images/img121259.png)![RTESelectTextBox2](../../../images/img121260.png) - -## Copy a Text Box -1. [Select](#select) a text box to be copied. -2. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click **Copy**, or select it from the context menu, or press **CTRL+C**, or press **CTRL+INSERT**. -3. Position the caret to the location where you want to insert the copy of the selected text box. -4. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click **Paste**, or select it from the context menu, or press **CTRL+V**, or press **SHIFT+INSERT**. - -## Delete a Text Box -1. [Select](#select) a text box that you wish to remove. -2. Press **DELETE**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md deleted file mode 100644 index aea477bff8..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Move a Picture or Text Box -author: Elena Dvoryadkina -legacyId: 11947 ---- -# Move a Picture or Text Box -## Move a Picture or Text Box -1. Select the [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) that you wish to move. -2. Drag the object to the new location. - -## Move a Picture or Text Box Forward or Backward -When you add floating objects into a document, they are automatically inserted in particular layers. Objects can overlap. In this case the top object covers lower objects (in full or in part). You can move particular objects up and down in a stack one layer at a time, or move them to the top or bottom of a stack in one click. -1. Select the [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) that you wish to move up or down in the stack. -2. Select the required item from the floating object's context menu ... - - ![RTEFloatingObjectBringToFrontContextMenu](../../../images/img121328.png) - - ... or **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md). - - ![RTEFloatingImageBringToFrontRibbonMenu](../../../images/img121329.png) - * To move the selected floating object one layer forward to the front, click **Bring to Front -> Bring Forward**. - * To move the selected floating object in front of the text layer and any other floating objects, **Bring to Front -> Bring to Front**. - * To move the selected floating object in front of the text layer, click **Bring to Front -> Bring in Front of Text**. - * To move the selected floating object one layer forward to the back, click **Send to Back -> Send Backward**. - * To move the selected floating object behind the text or any other floating object, click **Send to Back -> Send to Back**. - * To move the selected floating object behind the text layer, click **Send to Back -> Send Behind Text**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md deleted file mode 100644 index a426ec7528..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Resize a Picture or Text Box -author: Elena Dvoryadkina -legacyId: 11949 ---- -# Resize a Picture or Text Box -To resize a picture or text box, shrink or stretch an object in the following way. -1. Click a [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) to be resized. -2. Drag a _sizing handle_ towards or away from the object center until a required size is reached. - - ![RichEdit_ResizeFloatingObject](../../../images/img17695.png) - -To keep object proportions when resizing it, check the **Lock aspect ratio** option (it is accessed via the **Layout** dialog that is invoked when selecting the **More Layout Options...** item from the context menu of the floating object). In this case when you change a width of the object by dragging a _corner sizing handle_, the object's height will be automatically changed to maintain exact proportions of the object and vice-versa. - -To specify an exact height and width of the object, clear the **Lock aspect ratio** check box. - -![RTeLayoutDialog_LockAspectRatio](../../../images/img128738.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md deleted file mode 100644 index fcbafca0dd..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Rotate a Picture or Text Box -author: Elena Dvoryadkina -legacyId: 11946 ---- -# Rotate a Picture or Text Box -1. Click the [floating picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) that you wish to rotate. -2. Do one of the following. - * Click the round arrow that appears over the selected floating picture or text box and drag it in the direction to which you wish to rotate the object. - - ![RichEdit_RotateFloatingObject](../../../images/img17693.png) - * To rotate an object by 15 degree angles, drag the round arrow at the top of the object while holding down the **SHIFT** key. - * Right-click a picture or text box to be rotated and select the **More Layout Options...** item from the context menu. Switch to the **Size** tab in the invoked **Layout** dialog and set the required value of the angle to rotate the object in the **Rotation** box. - - ![RTERotateLayout](../../../images/img121327.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md b/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md deleted file mode 100644 index 08405da893..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Wrap Text around a Picture or Text Box -author: Elena Dvoryadkina -legacyId: 11948 ---- -# Wrap Text around a Picture or Text Box - -## Wrap Text around Picture or Text Box -1. Select a [picture](insert-a-picture.md) or a [text box](insert-select-copy-or-delete-a-text-box.md). -2. To specify a way text wraps around the selected object, do one of the following. - * On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Arrange** group, click **Wrap Text** and select the required type of text wrapping around the selected object from the invoked list. - - ![RTEWrapPictureRibbonMenu](../../../images/img121332.png) - * Right-click the selected floating object, and select the required type of the text wrapping from the **Wrap Text** sub-menu of the invoked context menu. - - ![RTEWrapTextContextMenu](../../../images/img121333.png) - * Right-click the selected floating object, and select the **More Layout Options...** item from the context menu. Switch to the **Text Wrapping** tab of the invoked **Layout** dialog and specify the required text wrapping settings for the floating object. - - ![RTEWrappingLayout](../../../images/img121334.png) - -## Position a Picture or Text Box within a Document -1. Select a [picture](insert-a-picture.md) or [text box](insert-select-copy-or-delete-a-text-box.md) whose location you want to specify. -2. Specify an object location in one of the following ways. - * On the **Picture Tools / Format** [ tab](../text-editor-ui/ribbon-interface.md), in the **Arrange** group, click the **Position** button and select the required position of the object from the invoked list. - - ![RTEPositionRibbonMenu](../../../images/img121330.png) - * Right-click the object to be positioned and select the **More Layout Options...** item from the context menu. On the **Position** tab of the invoked **Layout** dialog, specify the required position for the floating object. - - ![RTEPositionLayout](../../../images/img121331.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-a-table-of-contents.md b/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-a-table-of-contents.md deleted file mode 100644 index 58f4406e28..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-a-table-of-contents.md +++ /dev/null @@ -1,84 +0,0 @@ ---- -title: Create a Table of Contents -author: Elena Dvoryadkina -legacyId: 10506 ---- -# Create a Table of Contents - -## Create a TOC Using Built-In Heading Styles - -The easiest way to create a TOC is to use built-in heading styles. - -### Mark TOC Entries - -1. Select the text (heading) that you want to appear in a TOC. -2. Click the **Add Text** button on the **References** [tab](../text-editor-ui/ribbon-interface.md) and then select the required level (for example, if you want the selected text to be displayed as the main heading in the TOC, click Level 1, etc.). If you change your mind and decide not to include the selected text in the TOC, click **Do Not Show in Table of Contents**. - - [![RTE_TOC_AddTextButton](../../../images/img121389.png) - - After you have applied levels in a newly created document once or if you have opened a document with specified TOC entires by using heading styles, the corresponding heading styles (Heading 1, Heading 2, etc.) are automatically added to the list of available styles accessed via the **Styles** page group. In this case you can mark TOC entries by choosing these heading styles. - - ![RTETOCHeadingStyles](../../../images/img121390.png) - -### Build a TOC - -After you have specified all required TOC entries, everything is ready to generate a TOC. -1. Click within the document where you want to insert a TOC. -2. In the **Table of Contents** group, click **Table of Contents**. - - ![RTE_TOC_CreateButton](../../../images/img121391.png) - - This will automatically generate a TOC that consists of entries marked by using heading styles. - - If you click the **Show All Field Codes** button on the **Mail Merge** toolbar, you will see the TOC field code. By default, it is { TOC \h }. The \h switch inserts all TOC entires as hyperlinks. - -## Create a TOC Using Paragraph Outline Levels - -If you wish to include some text in a TOC without changing the text appearance, you can use outline levels. Unlike [heading styles](#create-a-toc-using-built-in-heading-styles), outline levels applied to text do not affect text formatting characteristics. - -### Mark TOC Entries - -1. Select the text that you wish to appear in the TOC. -2. Right-click the selected text and choose **Paragraph** from the context menu. The **Paragraph** dialog will invoked. -3. In this dialog, use the **Outline level** combo box to specify the outline level for the selected text. If you change your mind and decide not to include the selected text to the TOC, click **Body Text**. - - ![RTE_TOC_ParagraphDialog](../../../images/img121392.png) - -### Build a TOC - -After you have specified all required TOC entries, everything is ready to generate a TOC. - -1. Click within the document where you want to insert a TOC. -2. Press **CTRL+F9** to create an empty field wherein you can manually enter a field code to insert a TOC. -3. In this field, write the _{ TOC \u }_ field code. Use the _\u_ switch to include text marked with outline levels in the TOC. -4. To show the result TOC, place the cursor in the TOC field, right-click it and select the **Update Field** item from the context menu, or click the **Update Table** button on the **References** [tab](../text-editor-ui/ribbon-interface.md). - -## Create a TOC Using Fields - -Along with [built-in heading styles](#create-a-toc-using-built-in-heading-styles) and [outline levels](#create-a-toc-using-paragraph-outline-levels), there is another way to label text to include it in a TOC - via TC fields. Sometimes it can be quicker and easier to add TC fields to mark TOC entries, rather than format the document using heading styles or outline levels. TC fields can be also helpful if you want to capture a portion of a long heading that should not be entirely included in the TOC and include only that portion in the TOC. In addition, if your document needs two or more TOCs showing different entries, you can mark entries for a particular TOC using TC fields with an identifier, which is specific for each TOC. - -### Mark TOC Entries - -1. Click within a document where you want to add a TC field (for example, right below an abstract heading). -2. Press **CTRL+F9** to create an empty field wherein you can manually enter a field code (TC in this case) and set required switches. -3. Write the following. - - _{TC "Entry Text" \f A \l 1 }_ - - This will add the "Entry Text" first-level item (the _\l_ switch sets the level of the TC entry) to the TOC with an _\f_ switch and the _A_ identifier. The _\f_ switch of the TC field is used to include the TC field in the corresponding TOC. A TC field identifier (_A_ in this case) must exactly match the text in the argument of the TOC field's \f switch. For example, the _{TOC \f A}_ table of contents will be created from TC fields like _{TC "Entry Text" \f A}_. - - > [!NOTE] - > TC fields display no result in the document. To view field codes, click **Show All Field Codes** on the **Mail Merge** [tab](../text-editor-ui/ribbon-interface.md). - - ![RTE_TOC_ShowAllFieldCodes](../../../images/img121393.png) - -### Build a TOC - -1. Click within the document where you want to insert a TOC. -2. Press **CTRL+F9** to create an empty field wherein you can manually enter a field code to insert a TOC. -3. Write the following: - - _{TOC \f A}_ - - The _\f_ switch collects the TC field entries in the TOC. This switch's field-argument (_A_ in this case) specifies which TC fields should be included in the TOC (TC fields with the same identifier - _A_). -4. To show the resulting TOC, place the cursor in the TOC field, right-click it and select the **Update Field** item from the context menu, or click the **Update Table** button on the **References** ribbon tab. diff --git a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-table-of-contents-for-special-cases.md b/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-table-of-contents-for-special-cases.md deleted file mode 100644 index fa91124a75..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/create-table-of-contents-for-special-cases.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Create Table of Contents for Special Cases -author: Elena Dvoryadkina -legacyId: 10509 ---- -# Create Table of Contents for Special Cases -A table of contents (TOC) in a document is represented by a special TOC field. There is set of TOC field switches that you can combine to create TOCs of different types. This document describes how to create the following TOCs. -* [TOC for the Specified Portion of a Document](#tocspecifiedchapter) -* [TOC Including Paragraphs with Specified Outline Levels](#tocfromspecifiedoutlinelevels) -* [Table of Figures (Tables, Equations)](#tableoffigures) - -## TOC for the Specified Portion of a Document -To build a TOC consisting of titles (marked with built-in heading styles) from a specified portion of a document only, follow the steps below. -1. Mark entries to be included in the TOC [by using built-in heading styles](create-a-table-of-contents.md) (Heading 1, Heading 2, etc.). -2. Mark a portion of a document whose headings you want to include in the TOC with the _"Chapter1"_ [bookmark](../miscellaneous/insert-a-bookmark.md). -3. Insert an empty field (**CTRL+F9**) and enter a TOC field code with the _\b_ switch and bookmark name: _{TOC \b Chapter1}_. - -## TOC Including Paragraphs with Specified Outline Levels Only -To [generate a TOC](create-a-table-of-contents.md) from Heading 1, Heading 2 and Heading 3 entries only (or paragraphs with outline levels 1 through 3), use the \o switch in the TOC field code. - -| {TOC} | {TOC \o "1-3"} | -|---|---| -| ![RTETocFieldDefault](../../../images/img121450.png) | ![RTETOCOSwitch](../../../images/img121451.png) | - -## Table of Figures (Tables, Equations) -The following step-by-step instructions describe how to [create a TOC](create-a-table-of-contents.md) from items numbered by a SEQ field (for example, table of figures), add sequence numbers (figure numbers) before page numbers in the table of contents, and specify the separator between sequence and page numbers. -1. Specify captions for figures that you want to include in the table of figures. To do this, click the **Insert Caption** button on the **References** [tab](../text-editor-ui/ribbon-interface.md) and select **Figures Caption**... - - ![RTETOCInsertFigure](../../../images/img121456.png) - - ... or add the _{SEQ Figure}_ field code (via **CTRL+F9**). -2. Click within a document where you wish to insert the table of figures. -3. Click **Insert Table of Figures** on the **References** ribbon tab and select **Table of Figures**. - - ![RTETOCInsertTableOfFigures](../../../images/img121453.png) - - If you click the **Show All Field Codes** button on the **Mail Merge** ribbon tab, you will see the TOC field code - _{ TOC \h \c "Figure" }_. The _\c_ switch is used to build a TOC from items that are numbered by a SEQ field. -4. To add figure numbers before page numbers in the table of figures and insert the _=>_ separator between figure and page numbers, use the _\s_ and _\d_ switches of the TOC field - _{ TOC \h \c "Figure" \s Figure \d => }_. -5. Resulting table of figures will look like the following. - - ![RTETOCFiguresResult](../../../images/img121455.png) - -In the same way you can sequentially number tables and equations in a document, and built a table of tables or equations. - -> [!NOTE] -> If you add, remove or modify captions, you can quickly update the table of figures by using the **References** button on the **Captions** ribbon tab or by selecting the **Update Field** item from the context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/update-table-of-contents.md b/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/update-table-of-contents.md deleted file mode 100644 index 464102b71b..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/table-of-contents/update-table-of-contents.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Update Table of Contents -author: Boris Zaitsev -legacyId: 10512 ---- -# Update Table of Contents -If you have added, removed or modified TOC entries in your document, you can quickly update the TOC in one of the following ways. -* Place the cursor in the TOC and press **F9**. -* Place the cursor in the TOC and click the **Update Table** button on the **Table of Contents** [toolbar](../text-editor-ui/toolbars.md). -* Select **Update Field** from the context menu. - -> [!NOTE] -> Note that if the Table of Contents contains hyperlinks (TOC is created using the **{TOC \h}** field code), you should position mouse pointer at the upper left corner of the table to have an effect on entire TOC rather than on a particular hyperlink. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/add-and-remove-table-borders.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/add-and-remove-table-borders.md deleted file mode 100644 index e74724c85f..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/add-and-remove-table-borders.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Add and Remove Table Borders -author: Elena Dvoryadkina -legacyId: 9272 ---- -# Add and Remove Table Borders -## Add Borders -* **Add Borders to the Whole Table** - 1. [Select a table](select-a-cell-row-or-column.md). - 2. On the **Table Tools/Layout** tab, in the **Borders&Shadings** group, click the **Borders** button and select one of the available border sets. - - ![RTETablesBorder](../../../images/img121395.png) -* **Add Borders to Specified Cells Only** - 1. [Display gridlines](#showorhidegridlines) to view boundaries of the table cells and [select cells](select-a-cell-row-or-column.md) to be provided with borders. - - ![RTETablesSelectTableCells](../../../images/img121396.png) - 2. On the **Table Tools/Layout** tab, in the **Borders&Shadings** group, click the **Borders** button and select the border that you want to apply to cells. - -## Remove Table Borders -* **Remove Borders from the Whole Table** - 1. [Select a table](select-a-cell-row-or-column.md). - 2. On the **Table Tools/Layout** ribbon tab in the **Borders&Shading** group, click the **Borders** button and select **No Borders** from the invoked list. - - ![RTETableNoBorders](../../../images/img121397.png) -* **Remove Borders from Specified Cells Only** - 1. [Display gridlines](#showorhidegridlines) to view boundaries of the table cells and [select cells](select-a-cell-row-or-column.md) from which you want to remove borders. - - ![RTETablesSelectTableCells](../../../images/img121396.png) - 2. On the **Table Tools/Layout** tab, in the **Borders&Shading** group, click the **Borders** button and select **No Borders** from the invoked list. - -## Show or Hide Gridlines -Gridlines show boundaries of a table cells when [no borders are applied](#removeborders). Unlike borders, gridlines are shown on screen only and never printed. - -![RTETablesEditGridlines](../../../images/img121398.png) - -To show or hide table gridlines, on the **Table Tools/Layout** tab, in the **Borders&Shading** group, click the **View Gridlines** button. - -![RTETablesViewGridlines](../../../images/img121400.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/adjust-column-width.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/adjust-column-width.md deleted file mode 100644 index 87a8d71c4a..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/adjust-column-width.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Adjust Column Width -author: Elena Dvoryadkina -legacyId: 10526 ---- -# Adjust Column Width -## Automatically Change Column Width to Fit Entered Data -1. Click within a table. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Cell Size** group, click the **AutoFit** button and select **AutoFit Contents**. - - ![RTE_Tables_AutoFitContents](../../../images/img121401.png) - -## Automatically Change Table Width to Fit Page Margins -1. Click within a table. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Cell Size** group, click the **AutoFit** button and select **AutoFit Window**. - - ![RTE_Tables_AutoFitWindow](../../../images/img121402.png) - -## Fix a Specific Width for Each Column in a Table -1. Specify a width for each column in a table (for example, by using the mouse or via the [Table Properties](set-table-properties.md) dialog). -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Cell Size** group, click the **AutoFit** button and select **Fixed Column Width**. - - ![RTE_Tables_FixedColumnWidth](../../../images/img121403.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/align-text-in-table-cells.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/align-text-in-table-cells.md deleted file mode 100644 index 39c491c478..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/align-text-in-table-cells.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Align Text in Table Cells -author: Elena Dvoryadkina -legacyId: 9340 ---- -# Align Text in Table Cells - -By default, text is aligned to the top left corner of a table cell. You can change both the vertical and horizontal alignment of text in a table cells. - -1. Click a cell or [select multiple cells](select-a-cell-row-or-column.md) containing text that you want to align. - -2. Click one of the available buttons on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Alignment** group. - - ![RTE_TablesAlignment](../../../images/img121404.png) -3. Right-click the cells, point to the **Cell Alignment** item and select the desired options from the invoked list. - - ![RTECellAlignment_ContextMenu](../../../images/img128739.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/customize-a-style-of-cell-borders.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/customize-a-style-of-cell-borders.md deleted file mode 100644 index 321bff26a4..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/customize-a-style-of-cell-borders.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Customize a Style of Cell Borders -author: Elena Dvoryadkina -legacyId: 9341 ---- -# Customize a Style of Cell Borders -Before you add borders to table cells, you can specify a style to be applied to borders. - -To set a style for cell borders, do the following: -1. [Select](select-a-cell-row-or-column.md) a table or specific cells whose borders you want to customize. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Borders&Shading** group, change required options (**Line Style**, **Line Weight**, **Pen Color**). - - ![RTE_TablesBordersStyle](../../../images/img121405.png) -3. [Add borders](add-and-remove-table-borders.md) using the **Table Styles** group of the **Table Tools / Design** tab. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/delete-a-cell-row-or-column.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/delete-a-cell-row-or-column.md deleted file mode 100644 index ebcf1c33a9..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/delete-a-cell-row-or-column.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Delete a Cell, Row or Column -author: Elena Dvoryadkina -legacyId: 9274 ---- -# Delete a Cell, Row or Column -## Delete a Cell -1. Click a cell to be deleted and then on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Delete** button and select **Delete Cells** from the invoked list... - - ![RTETablesDeleteCellsButton](../../../images/img121406.png) -2. ...or right-click a cell to be deleted and select **Delete Cells...** from the context menu. - - ![RTETablesDeleteCellsContextMenu](../../../images/img121407.png) -3. In the invoked **Delete Cells** dialog choose one of the available options: - - ![RTETablesDeleteCellsDialog_ShiftCellsLeft](../../../images/img121408.png) - - | Option | Description | Example | - |---|---|---| - | **Shift cells left** | Delete the selected cell and move all other cells in the row to the left. | ![RichEdit_ShiftCellsLeft_Example](../../../images/img12977.png) | - | **Shift cells up** | Delete the selected cell and move all other cells in the column up. | ![RichEdit_ShiftCellsUp_Example](../../../images/img12982.png) | - | **Delete entire row** | Delete a row containing the selected cell. | ![RichEdit_DeleteEntireRow_Example](../../../images/img12983.png) | - | **Delete entire column** | Delete a column containing the selected cell. | ![RichEdit_DeleteEntireColumn_Example](../../../images/img12984.png) | - -## Delete a Row -1. [Select a row](select-a-cell-row-or-column.md) to be deleted or click on one cell included into that row. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Delete** button and select **Delete Rows** from the invoked list... - - ![RTETablesDeleteRowButton](../../../images/img121414.png) -3. ...or [select a row](select-a-cell-row-or-column.md) to be deleted, right-click it and select **Delete Rows** from the invoked context menu. - - ![RTETablesDeleteRowContextMenu](../../../images/img121415.png) - -## Delete a Column -1. [Select a column](select-a-cell-row-or-column.md) to be deleted or click on one cell included into that column. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Delete** button and select **Delete Columns** from the invoked list... - - ![RTETablesDeleteColumn](../../../images/img121412.png) -3. ...or [select a column](select-a-cell-row-or-column.md) to be deleted, right-click it, and select **Delete Columns** from the invoked context menu. - - ![RTETablesDeleteColumnContextMenu](../../../images/img121413.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-cell-row-or-column.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-cell-row-or-column.md deleted file mode 100644 index b7e111b3f9..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-cell-row-or-column.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Insert a Cell, Row or Column -author: Elena Dvoryadkina -legacyId: 9273 ---- -# Insert a Cell, Row or Column -## Insert a Cell -1. Click a cell located directly to the right or below where you want to insert a cell, and then on the **Table Tools\Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Insert Cells** button... - - ![RTETablesInsertCellsButton](../../../images/img121416.png) -2. ...or right-click a cell relative to which you want to add a new cell, select the **Insert** item from the context menu and click **Insert Cells**. - - ![RTETablesInsertCellsContextMenu](../../../images/img121417.png) -3. In the invoked **Insert Cells** dialog choose one of the available options: - - ![RTETablesInsertCells_Right](../../../images/img121419.png) - - | Option | Description | Example | - |---|---|---| - | **Shift cells right** | Insert a new cell just to the left of the selected cell and move the selected cell and all other cells following this cell in that row to the right. | ![RichEdit_ShiftCellsRight_Example](../../../images/img12958.png) | - | **Shift cells down** | Insert a new cell in the selected cell's place and move other cells in that column down one row each. A new row will be added at the bottom of the table to include the last existing cell. Remaining cells in this new row will be empty. | ![RichEdit_ShiftCellsDown_Example](../../../images/img12961.png) | - | **Insert entire row** | Insert a new row just above the row containing the selected cell. | ![RichEdit_InsertEntireRow_Example](../../../images/img12962.png) | - | **Insert entire column** | Insert a new column just to the left of the column containing the selected cell. | ![RichEdit_InsertEntireColumn_Example](../../../images/img12965.png) | - -## Insert a Row -1. Click a cell located directly below or above where you want to insert a new row. -2. Do one of the following: - * To add a new row just above the row containing the selected cell, on the **Table Tools\Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Insert Rows Above** button. - - ![RTETablesInsertRowsAbove](../../../images/img121423.png) - * To add a new row just below the row containing the selected cell,on the **Table Tools\Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Insert Rows Below** button. - - ![RTETablesInsertRowsBelow](../../../images/img121424.png) - * ...or right-click a cell relative to which you want to insert a row, click the **Insert** item in the context menu and select **Insert Rows Above** or **Insert Rows Below**. - - ![RTETablesInsertRowsContextMenu](../../../images/img121425.png) - -## Insert a Column -1. Click a cell located directly to the right or left of where you want to insert a new column. -2. Do one of the following: - * To add a new column just to the left of the column containing the selected cell, on the **Table Tools\Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows & Columns** group, click the **Insert Columns to the Left** button. - - ![RTETablesInsertColumnsLeft](../../../images/img121427.png) - * To add a new column just to the right of the column containing the selected cell,on the **Table Tools\Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Rows &Columns** group, click the **Insert Columns to the Right** button... - - ![RTETablesInsertColumnsRight](../../../images/img121426.png) - * ... or right-click a cell relative to which you want to insert a column, click the **Insert** item in the context menu and select **Insert Columns to the Left** or **Insert Columns to the Right**. - - ![RTETablesInsertColumnsContextMenu](../../../images/img121428.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-table.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-table.md deleted file mode 100644 index 669c689c2c..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/insert-a-table.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Insert a Table -author: Boris Zaitsev -legacyId: 9271 ---- -# Insert a Table -## Insert a Table -1. Click the position within a document where you want to insert a table. -2. Click the **Table** button on the **Insert** [ tab](../text-editor-ui/ribbon-interface.md). - - ![RTETablesInsertTableRibbonMenu](../../../images/img121379.png) -3. In the invoked **Insert Table** dialog, select the required number of table rows and columns. - - ![RTETableInsertTableDialog](../../../images/img121380.png) -4. Alternatively, you can select the required table size in the drop-down control box: - - ![RTETableInsertTableDropDown](../../../images/img121381.png) - -## Insert a Table inside Another Table -Tables that are located inside other tables are called nested tables. - -To insert a nested table: -1. Point to the position within a table cell where you want to insert a table. -2. [Insert a table.](#inserttable) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/merge-or-split-cells.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/merge-or-split-cells.md deleted file mode 100644 index 8981bf59c2..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/merge-or-split-cells.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Merge or Split Cells -author: Elena Dvoryadkina -legacyId: 9339 ---- -# Merge or Split Cells -## Merge Cells -1. Select cells that you wish to merge. For example, you can [select multiple cells, a whole row or column](select-a-cell-row-or-column.md). -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Merge** group, click the **Merge Cells** button. - - ![RTETablesMergeCellsbutton](../../../images/img121429.png) - - –You can also: - - Right-click cells to be merged and select **Merge Cells** from the context menu. - - ![RTETablesMergeCellsContextMenu](../../../images/img121430.png) - - > [!NOTE] - > The **Merge Cells** button becomes available, after you have selected the table cells to be merged. - -## Split Cells -1. Click a cell or select multiple cells that you wish to split. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Merge** group, click the **Split Cells** button. - - ![RTETablesSplitCellsButton](../../../images/img121431.png) - - –You can also: - - If you wish to split a single cell, right-click this cell and select **Split Cells** from the context menu. - - ![RTEtAblesSplitCellsContextMenu](../../../images/img121432.png) - - > [!NOTE] - > The **Split Cells...** item of the context menu is available, if you right-click one cell of a table only. -3. In the invoked **Split Cells** dialog, set the number of columns and rows into which the selected cells should be split. - - If multiple cells are selected, you can first merge these cells and then spit the newly created cell into the specified number of columns and rows (select the **Merge cells before split** check box in the dialog) ... - - ![RTETablesSplitCells_MergeCellsBeforeSplit](../../../images/img121433.png) - - ... or each of the selected cells can be split (clear the **Merge cells before split** check box). - - ![RTETablesSplitCells_DoNotMergeBeforeSplit](../../../images/img121434.png) - -## Split Table -1. Click any cell included into a row relative to which you wish to split a table. This row will be the first row of the second table. -2. On the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Merge** group, click the **Split Table** button. - - ![RTETablesSplitTable](../../../images/img121435.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/rotate-table-cell-content.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/rotate-table-cell-content.md deleted file mode 100644 index 77eff8c923..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/rotate-table-cell-content.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Rotate Table Cell Content -author: Polina Fedorova ---- -# Rotate Table Cell Content - -The Rich Text Editor allows you to change the table cell content's rotation type. - -1. Place the cursor on the table cell whose content you wish to rotate. -2. Click the **Text direction** button in the **Table** group on the **Table Tools | Layout** [tab](../text-editor-ui/ribbon-interface.md). - - ![image](/interface-elements-for-desktop/images/eud-tables-text-rotation.png) -3. Alternatively, right-click the table cell and select **Text Direction** from the context menu. - ![image](/interface-elements-for-desktop/images/eud-tables-text-rotation-context-menu.png) - -Once the direction is changed, the button icon and the Alignment icons change their direction as well. - -![image](/interface-elements-for-desktop/images/eud-tables-text-rotation-ui.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/select-a-cell-row-or-column.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/select-a-cell-row-or-column.md deleted file mode 100644 index 41d0d6597a..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/select-a-cell-row-or-column.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Select a Cell, Row or Column -author: Elena Dvoryadkina -legacyId: 9281 ---- -# Select a Cell, Row or Column -## Select a Cell -You can select a table cell in one of the following ways. -* Double-click a cell. -* Click the left edge of a cell. - - ![RichEdit_SelectCell](../../../images/img12971.png) -* Click a cell to be selected. Then on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Table** group, click the **Select** button and choose **Select Cell** from the invoked list. - - ![RTeTablesSelectTableCell](../../../images/img121436.png) - -> [!NOTE] -> To select multiple cells, click the left edge of a cell and then drag it across other cells. - -## Select a Row -To select a table row you can do one of the following. -* Click to the left of a row. - - ![RichEdit_SelectRow](../../../images/img12973.png) -* Click a cell included into a row to be selected. Then on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Table** group, click the **Select** button and choose **Select Row** from the invoked list. - - ![RTETablesSelectRow](../../../images/img121438.png) - -## Select a Column -To select a table column you can do one of the following. -* Click the top edge of a column. - - ![RichEdit_SelectColumn](../../../images/img12972.png) -* Click a cell included into a column to be selected. Then on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Table** group, click the **Select** button and choose **Select Column** from the invoked list. - - ![RTETablesSelectColumn](../../../images/img121439.png) - -## Select a Table -Click any cell of a table. Then on the **Table Tools/Layout** [ tab](../text-editor-ui/ribbon-interface.md), in the **Table** group, click the **Select** button and choose the **Select Table** item from the invoked list. - -![RTETablesSelectTable](../../../images/img121440.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/set-background-color-of-cells.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/set-background-color-of-cells.md deleted file mode 100644 index 0b029dc6ae..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/set-background-color-of-cells.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Set Background Color of Cells -author: Elena Dvoryadkina -legacyId: 9365 ---- -# Set Background Color of Cells -1. [Select](select-a-cell-row-or-column.md) a table or specific cells whose background color you want to set. -2. Click the **Shading** arrow and select a color to fill-in the background of the selected cells. - - ![RTETablesShading](../../../images/img121441.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/set-table-properties.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/set-table-properties.md deleted file mode 100644 index 6f2d3e931f..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/set-table-properties.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Set Table Properties -author: Elena Dvoryadkina -legacyId: 10519 ---- -# Set Table Properties -To change settings of table [rows](#row), [columns](#column), particular [cells](#cell) or whole [tables](#table), use the **Table Properties** dialog. To invoke this dialog, click within a table whose properties you wish to specify, and on the **Table Tools/Layout** [tab](../text-editor-ui/ribbon-interface.md), in the **Table** group, click the **Properties** button. - -![RTETablesPropertiesRibbon](../../../images/img121442.png) - -–You can also: - -Right-click within a table to be modified and select **Table Properties...** form the context menu. - -![RTETablesPropertiesContextMenu](../../../images/img121443.png) - -The **Table Properties** dialog includes several tabs. -* On the **Table** tab you can set table properties, such as the preferred width for an entire table and table alignment (position of the table relative to the margins of the page). - - ![RTETablesPropertiesTable](../../../images/img121444.png) - - The **Options...** button invokes the **Table Options** dialog that allows you to set default cell margins (spacing between cell borders and text within each cell), specify whether the additional space should be between cells, set the amount of this space, and set whether or not table columns should be automatically expanded to accommodate cell content. - - ![RTETablesPropertiesTableOptions](../../../images/img121445.png) -* The **Row** tab allows you to set the height of the table row, enable or disable the row to break across pages, and specify whether or not the row should be the first row on each page in case the table is more than one page. - - ![RTETablesPropertiesRow](../../../images/img121446.png) -* On the **Column** tab, you can set the preferred width for the table column. - - ![RTETablesPropertiesColumn](../../../images/img121447.png) -* Options on the **Cell** tab allow you to set the preferred width of the table cell and select a vertical alignment of the text within the cell. - - ![RTETablesPropertiesCell](../../../images/img121448.png) - - The **Options...** button invokes the **Cell Options** dialog allowing you to customize cell margins (space between cell borders and cell content) and specify whether or not the text within the cell should be wrapped and fitted. - - ![RTETablesPropertiesCellOptions](../../../images/img121449.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/tables/wrap-text-around-a-table.md b/interface-elements-for-desktop/articles/rich-text-editor/tables/wrap-text-around-a-table.md deleted file mode 100644 index f403591376..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/tables/wrap-text-around-a-table.md +++ /dev/null @@ -1,16 +0,0 @@ -# Wrap Text Around a Table - -* Place the cursor within the target table. -* Click the **Properties** button in the **Table** group on the **Table Tools/Layout** [tab](../text-editor-ui/ribbon-interface.md) or invoke the context menu and select **Table Properties**. - - ![RTETablesPropertiesRibbon](../../../images/img121442.png) - - ![RTETablesPropertiesContextMenu](../../../images/img121443.png) -* In the invoked **Table Properties** dialog, click **Around** in the **Text Wrapping** section. Click the enabled **Positioning** button to open the **Table Positioning** dialog. - - ![RTETablesPropertiesRibbon](../../../images/richedit-tables-wrapping-dialog.png) -* In this dialog, you can specify the table's horizontal and vertical positions. Enter a numeric value in the **Position** combo box to specify an absolute position. To set a relative position, select the required alignment from the **Position** list and the relative element from the **Relative to:** list. - -* Specify the distance between the table and surrounding text in the **Distance from surrounding text** section. - -* Check **Move with Text** to make the table move with surrounding text. diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/check-text-spelling.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/check-text-spelling.md deleted file mode 100644 index 07155321ac..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/check-text-spelling.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Check Text Spelling -author: Elena Dvoryadkina -legacyId: 8560 ---- -# Check Text Spelling -The **Rich Text Editor** supports spell-check. All misspelled words in your document (words that are not found within the available dictionaries in the **Spell Checker**) are underlined. You can work with misspelled words via the context menu, invoked when right-clicking the underlined word. - -![RTESpellCheckingContextMenu](../../../images/img121326.png) - -In the context menu, you can do one of the following: -* Select one of the suggested corrections for the misspelled word to correct it; -* Ignore the current occurrence of the word; -* Ignore all occurrences of the word; -* Add the word to the dictionary in the **Spell Checker**. - -To perform spell check word-by-word, select the **Check Spelling** item from the context menu, or on the **Review** [ tab](../text-editor-ui/ribbon-interface.md), in the **Proofing** group, click the **Spelling** button ... - -![RTESpelling](../../../images/img121306.png) - -... or press **F7**. - -The **Spelling** dialog will be invoked. - -![RTESpellingDialog](../../../images/img121307.png) - -In this dialog, select what to do with the misspelled word, click corresponding button, and you will jump to the next misspelled word. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/delete-text.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/delete-text.md deleted file mode 100644 index 95d68ab673..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/delete-text.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Delete Text -author: Elena Dvoryadkina -legacyId: 7465 ---- -# Delete Text -The **Backspace** key deletes one character to the left of the caret. The **Delete** key deletes one character to the right of the caret. - -To delete more than just a few characters, [select text](select-text.md) and press the **Delete** key. - -The following table lists the default keyboard shortcuts used for deleting text. - -| | | -|---|---| -| BACKSPACE | Moves the cursor backwards and erases the character in that space. | -| CTRL+BACKSPACE | Deletes the previous word in the text. | -| DELETE | Deletes the selected text. | -| CTRL+DELETE | Deletes the next word in the text. | -| SHIFT+DELETE | Cuts the selected text and places it on the clipboard. | -| CTRL+X | Cuts the selected text and places it on the clipboard. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/find-and-replace-text.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/find-and-replace-text.md deleted file mode 100644 index 05c2876395..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/find-and-replace-text.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Find and Replace Text -author: Elena Dvoryadkina -legacyId: 8549 ---- -# Find and Replace Text -## Find Text -To search for every occurrence of a specific word or phrase: -1. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Editing** group, click the **Find** button... - - ![RTEFind](../../../images/img121294.png) - - ... or press **CTRL+F**. - - The **Find and Replace** dialog will be invoked. - - ![RTEFindAndReplaceFindDialog](../../../images/img121295.png) -2. In the **Find what** box, type the text to search for. -3. Select other search options that you want and click **Find Next**. -4. To cancel a search, click **Cancel** or press **ESC**. - -## Find and Replace Text -To automatically replace text: -1. On the **Home** [tab](../text-editor-ui/ribbon-interface.md), in the **Editing** group, click the **Replace** button... - - ![RTEReplace](../../../images/img121297.png) - - ... or press **CTRL+H**. - - The **Find and Replace** dialog will be invoked. - - ![RTEFindAndReplaceReplaceDialog](../../../images/img121298.png) -2. In the **Find what** box, type the text to replace. -3. In the **Replace with** box, type the replacement text. -4. Select other search options that you want and click **Find Next**, **Replace** or **Replace All**. - -## Use Regular Expressions to Find and Replace Text -You can use regular expressions to search for specific text containing a particular pattern: -1. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Editing** group, click **Find** or **Replace**... - - ![RTEFind](../../../images/img121294.png) ![RTEReplace](../../../images/img121297.png) - - ... or press **CTRL+F** or **CTRL+H**. - - The **Find and Replace** dialog will be invoked. - - ![RTEFindAndReplaceFindDialog](../../../images/img121295.png) -2. Select the **Regular expression** check box. -3. In the **Find what** box, enter the regular expression pattern using a list of specific characters: - - ![RTERegularExpressions](../../../images/img121300.png) -4. If you want to replace the found text, click the **Replace** tab and enter the replacement text in the **Replace with** box. - - > [!NOTE] - > You can tag various parts of a regular expression to use them in replacement expression (for example, to rearrange the parts of the expression). A regular expression may have up to **9** tagged expressions, numbered according to their order in the regular expression. To enter a tagged expression in the **Replace with** box, enter its index after the symbol $ or select it from the list of tagged expressions: - > - > ![RTETaggedExpressions](../../../images/img121299.png) -5. Click **Find Next**, **Replace** or **Replace All**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/select-text.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/select-text.md deleted file mode 100644 index 8053d406db..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/select-text.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Select Text -author: Elena Dvoryadkina -legacyId: 7463 ---- -# Select Text -To select text in the **Rich Editor**, use the following mouse actions and keyboard shortcuts. -* Selecting **one character** - - To select only one character, click before the character, hold down the **Shift** key and click the **Right Arrow** once. -* Selecting **one word** - - To select one word in a document, place the cursor anywhere in the word (or just before it) and **double-click** with the left mouse button. Another method is to place your cursor at the beginning of the word, hold down the **Shift** and **Ctrl** keys, and click the **Right Arrow**. -* Selecting **one paragraph** - - Selecting one paragraph is similar to selecting one word. Place the cursor in the paragraph and click **three times** with the left mouse button. Another method is to place the cursor in the left margin and **click twice** to highlight the whole paragraph. -* Selecting **entire document** - - Click **three times** on the left side of the page in the margin area, and the entire document will be highlighted. Also, the **CTRL+A** keyboard shortcut can be used to highlight the entire document. -* Selecting **one line** - - The cursor in the margin will highlight one line with one click. Another method is to place the cursor at the beginning of the line, and use the **SHIFT+END** keyboard shortcut to extend selection to the end of the line. Similarly, at the end of the line the **SHIFT+HOME** keyboard shortcut can be used. - -The following table lists the default keyboard shortcuts used for selecting text in the **Rich Editor**. - -| | | -|---|---| -| SHIFT+LEFT ARROW | Extends the selection to the previous character. | -| SHIFT+RIGHT ARROW | Extends the selection to the next character. | -| SHIFT+UP ARROW | Extends the selection to the previous line. | -| SHIFT+DOWN ARROW | Extends the selection one line down. | -| SHIFT+HOME | Extends the selection to the beginning of the line. | -| SHIFT+END | Extends the selection to the end of the current line. | -| SHIFT+PAGE UP | Extends selection to the previous screen. | -| SHIFT+PAGE DOWN | Extends the selection to the next screen. | -| CTRL+SHIFT+LEFT ARROW | Extends the selection to the previous word. | -| CTRL+SHIFT+RIGHT ARROW | Extends the selection to the next word. | -| CTRL+SHIFT+UP ARROW | Extends the selection to the previous paragraph. | -| CTRL+SHIFT+DOWN ARROW | Extends the selection to the next paragraph. | -| CTRL+SHIFT+HOME | Extends the selection to the beginning of the document. | -| CTRL+SHIFT+END | Extends the selection to the end of the document. | -| CTRL+SHIFT+PAGE UP | Extends the selection to the previous page. | -| CTRL+SHIFT+PAGE DOWN | Extends the selection to the next page. | -| CTRL+A | Selects the entire document. | -| CTRL+NUM 5 | Selects the entire document. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md deleted file mode 100644 index 48c3ab0005..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Undo and Redo Last Operations -author: Elena Dvoryadkina -legacyId: 7466 ---- -# Undo and Redo Last Operations -The **Rich Editor** allows you to undo and redo the last operation using the special buttons (**Undo** and **Redo**) on the **File** [tab](../text-editor-ui/ribbon-interface.md). - -The **Undo** command reverses the most recent action you have performed. To undo an action, on the **File** tab, in the **Common** group, click the **Undo** button, or press **CTRL+Z**, or press **ALT+BACKSPACE**. - -![RTEUndo](../../../images/img121308.png) - -You can execute multiple **Undo** operations. To return the document to its previous state, just keep performing **Undo**. - -The **Redo** command enables you to take back the last action you've undone. To redo an action, click the **Redo** button, or press **CTRL+Y**, or press **ALT+SHIFT+BACKSPACE**. - -![RTERedo](../../../images/img121309.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/use-a-clipboard.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editing/use-a-clipboard.md deleted file mode 100644 index 2775ffd14e..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editing/use-a-clipboard.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Use a Clipboard -author: Elena Dvoryadkina -legacyId: 8551 ---- -# Use a Clipboard -The **Rich Text Editor** allows you to move and copy text and images using the Clipboard. - -To move or copy a text or image, follow the steps below. -1. [Select the text or image](select-text.md) you wish to move or copy. -2. Depending on what you want, do one of the following. - * To move the selection, on the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click the **Cut** button , or press **CTRL+X**, or press **SHIFT+DELETE**. This cuts the selection from the document and places it on the Clipboard. - - ![RTECut](../../../images/img121301.png) - * To copy the selection, on the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click the **Copy**, or press **CTRL+C**, or press **CTRL+INSERT**. This copies the selection and places it on the Clipboard. - - ![RTECopy](../../../images/img121302.png) -3. Point to the position where you want to insert the contents from the Clipboard. -4. On the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click the **Paste** ![RichEdit_PasteButton](../../../images/img12165.png) button, or press **CTRL+V**, or press **SHIFT+INSERT**. This pastes the contents of the Clipboard into the document. - - ![RTEPaste](../../../images/img121304.png) - - You can also choose the format for data contained in the Clipboard and paste it into the document as if that data is imported from the specified format. To do this, on the **Home** [ tab](../text-editor-ui/ribbon-interface.md), in the **Clipboard** group, click the **Paste Special**, or press **CTRL+ALT+V**, ... - - ![RTEPasteSpecial](../../../images/img121303.png) - - ... and select the required data format from the invoked **Paste Special** dialog. - - ![RTEPasteSpecialParagraph](../../../images/img121305.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/editor-elements.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/editor-elements.md deleted file mode 100644 index 4f98ef452f..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/editor-elements.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Editor Elements -author: Elena Dvoryadkina -legacyId: 7441 ---- -# Editor Elements - -The Rich Text Editor can contain the following visual elements: - -![RTEElementsOverView](../../../images/rteelementsoverview121233.png) - -## Command UI - -![IMAGE](../../../images/richedit_visual_elements_command_ui.png) - -The Rich Text Editor can be provided with a Ribbon or with a set of toolbars. Each command bar type enables end users to perform basic operations (format and edit text, create lists, add headers and footers, work with tables, etc.). - -## Views - -![IMAGE](../../../images/richedit_visual_elements_views.png) - -The Rich Text Editor is able to display documents in three different ways depending on the applied **View**. You can change the active view and control the visibility of the editing surface elements. - -## Rulers - -![IMAGE](../../../images/richedit_visual_elements_rulers.png) - -The Rich Text Editor's editing surface is provided with horizontal and vertical rulers. The rulers help end you align text, shapes, tables and other elements. - -## Scrollbars - -![IMAGE](../../../images/richedit_visual_elements_scrollbars.png) - -The document view can display horizontal and vertical scrollbars if a page does not fit into the control's display area. - -## Reviewing Pane - -![IMAGE](../../../images/richedit_visual_elements_reviewing_pane.png) - -The Reviewing Pane displays all comments contained in the document and allows you to navigate throughout the comments and modify them. - -## Pop-up Menus - -![IMAGE](../../../images/richedit_visual_elements_popup_menus.png) - -When you clicks different visual objects, a specific pop-up menu appears. The Rich Text Editor provides several pop-up menu types. diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/ribbon-interface.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/ribbon-interface.md deleted file mode 100644 index 74384ab1bb..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/ribbon-interface.md +++ /dev/null @@ -1,123 +0,0 @@ ---- -title: Ribbon Interface -author: Boris Zaitsev -legacyId: 9270 ---- -# Ribbon Interface - -The comprehensive functionality for the **Rich Text** control can be provided via set of Ribbon tabbed pages. Ribbon pages are structurally and visually split into logical groups. Each of these groups includes commands that have some common features. - -## File - -![RTERibbonMenuFile](../../../images/img121234.png) - -* [Create a New Document](../file-operations/create-a-new-document.md) -* [Load a Document](../file-operations/load-a-document.md) -* [Save a Document](../file-operations/save-a-document.md) -* [Print a Document](../file-operations/print-a-document.md) -* [Undo and Redo Last Operations](../text-editing/undo-and-redo-last-operations.md) -* [Set Document Properties](../miscellaneous/set-document-properties.md) - -## Home - -![RTERibbonMenuHome](../../../images/img121235.png) - -* [Use a Clipboard](../text-editing/use-a-clipboard.md) -* [Format Text](../formatting/format-text.md) -* [Format Paragraphs](../formatting/format-paragraphs.md) -* [Apply and Modify Styles](../formatting/apply-and-modify-styles.md) -* [Find and Replace Text](../text-editing/find-and-replace-text.md) - -## Insert - -![RTERibbonMenuInsert](../../../images/img121236.png) - -* [Insert a Page Break](../miscellaneous/insert-a-page-break.md) -* [Insert a Table](../tables/insert-a-table.md) -* [Insert a Picture](../pictures-and-text-boxes/insert-a-picture.md) -* [Insert a Bookmark](../miscellaneous/insert-a-bookmark.md) -* [Insert a Hyperlink](../miscellaneous/insert-a-hyperlink.md) -* [Header and Footer](../header-and-footer.md) -* [Insert Page Numbers](../miscellaneous/insert-page-numbers.md) -* [Insert, Select, Copy or Delete a Text Box](../pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md) -* [Insert a Symbol](../miscellaneous/insert-a-symbol.md) - -## Page Layout - -![RTERibbonMenuPageLayout](../../../images/img121237.png) - -* [Adjust Page Settings](../document-layout-and-page-setup/adjust-page-settings.md) -* [Lay Out Text in Columns](../document-layout-and-page-setup/lay-out-text-in-columns.md) -* [Insert a Page Break](../miscellaneous/insert-a-page-break.md) -* [Divide a Documents into Sections](../document-layout-and-page-setup/divide-a-document-into-sections.md) -* [Add Line Numbers](../document-layout-and-page-setup/add-line-numbers.md) -* [Change Page Background Color](../document-layout-and-page-setup/change-page-background-color.md) - -## References - -![RTERibbonMenuReferences](../../../images/img121238.png) - -* [Create a Table of Contents](../table-of-contents/create-a-table-of-contents.md) -* [Create Table of Contents for Special Cases](../table-of-contents/create-table-of-contents-for-special-cases.md) -* [Update Table of Contents](../table-of-contents/update-table-of-contents.md) -* [Insert and Edit a Footnote or an Endnote](../footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md) - -## Mail Merge - -![RTERibbonMenuMailMerge](../../../images/img121265.png) - -[Mail Merge](../mail-merge.md) - -## Review - -![RTERibbonMenuReview](../../../images/img121240.png) - -* [Check Text Spelling](../text-editing/check-text-spelling.md) -* [Protect and Unprotect a Document](../document-protection/protect-and-unprotect-a-document.md) -* [Insert a Comment](../miscellaneous/insert-a-comment.md) -* [Enable Track Changes](../track-changes/enable-track-changes.md) -* [Accept and Reject Changes](../track-changes/accept-and-reject-tracked-changes.md) - -## View - -![RTERibbonMenuView](../../../images/img121239.png) - -* [Switch Document Views](../viewing-and-navigating/switch-document-views.md) -* [Show Rulers](../viewing-and-navigating/switch-document-views.md) -* [Zoom a Document](../viewing-and-navigating/zoom-a-document.md) - -## Header & Footer Tools / Design - -![RTERibbonMenuHeaderFooterTools](../../../images/img121241.png) - -[Header and Footer](../header-and-footer.md) - -## Table Tools / Design - -![RTERibbonMenuTableToolsDesign](../../../images/img121242.png) - -* [Select a Cell, Row or Column](../tables/select-a-cell-row-or-column.md) -* [Set Table Properties](../tables/set-table-properties.md) -* [Insert a Cell, Row or Column](../tables/insert-a-cell-row-or-column.md) -* [Delete a Cell, Row or Column](../tables/delete-a-cell-row-or-column.md) -* [Merge or Split Cells](../tables/merge-or-split-cells.md) -* [Adjust Column Width](../tables/adjust-column-width.md) -* [Align Text in Table Cells](../tables/align-text-in-table-cells.md) - -## Table Tools / Layout - -![RTERibbonMenuTableToolsLayout](../../../images/img121243.png) - -* [Add and Remove Table Borders](../tables/add-and-remove-table-borders.md) -* [Customize a Style of Cell Borders](../tables/customize-a-style-of-cell-borders.md) -* [Set Background Color of Cells](../tables/set-background-color-of-cells.md) -* [Rotate Table Cell Content](../tables/rotate-table-cell-content.md) - -## Picture Tools / Format - -![RTERibbonMenuPictureToolsLayout](../../../images/img121244.png) - -* [Add, Change or Delete a Border for a Picture or Text Box](../pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md) -* [Add, Change or Delete a Text Box Fill](../pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md) -* [Wrap Text around a Picture or Text Box](../pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md) -* [Move a Picture or Text Box](../pictures-and-text-boxes/move-a-picture-or-text-box.md) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/toolbars.md b/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/toolbars.md deleted file mode 100644 index e45c7b2525..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/text-editor-ui/toolbars.md +++ /dev/null @@ -1,257 +0,0 @@ ---- -title: Toolbars -author: Polina Fedorova -legacyId: 8462 ---- -# Toolbars - -The **Rich Text** control can be accompanied by a set of toolbars that provide a comprehensive functionality for the **Rich Editor**. - -## Common - -![RTEBarsCommon](../../../images/img121460.jpg) - -* [Create a New Document](../file-operations/create-a-new-document.md) -* [Load a Document](../file-operations/load-a-document.md) -* [Save a Document](../file-operations/save-a-document.md) -* [Print a Document](../file-operations/print-a-document.md) -* [Undo and Redo Last Operations](../text-editing/undo-and-redo-last-operations.md) - -## Info - -![RTEBarsInfo](../../../images/img124254.jpg) - -[Set Document Properties](../miscellaneous/set-document-properties.md) - -## Clipboard - -![RTEBarsClipboard](../../../images/img121462.jpg) - -[Use a Clipboard](../text-editing/use-a-clipboard.md) - -## Font - -![RTEBarsFont](../../../images/img121463.jpg) - -[Format Text](../formatting/format-text.md) - -## Paragraph - -![RTEBarsFont](../../../images/img121464.jpg) - -[Format Paragraphs](../formatting/format-paragraphs.md) - -## Editing - -![RTEBarsEditing](../../../images/img121466.jpg) - -[Find and Replace Text](../text-editing/find-and-replace-text.md) - -## Styles - -![RTEBarsStyles](../../../images/img121467.jpg) - -[Apply and Modify Styles](../formatting/apply-and-modify-styles.md) - -## Pages - -![RTEBarsPages](../../../images/img121468.jpg) - -[Insert a Page Break](../miscellaneous/insert-a-page-break.md) - -## Tables - -![RTEBarsTables](../../../images/img121469.png) - -[Insert a Table](../tables/insert-a-table.md) - -## Illustrations - -![RTEBarsIllustrations](../../../images/img121470.jpg) - -[Insert a Picture](../pictures-and-text-boxes/insert-a-picture.md) - -## Text - -![RTEBarsText](../../../images/img121471.jpg) - -[Insert, Select, Copy or Delete a Text Box](../pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md) - -## Links - -![RTEBarsLinks](../../../images/img121472.jpg) - -* [Insert a Bookmark](../miscellaneous/insert-a-bookmark.md) -* [Insert a Hyperlink](../miscellaneous/insert-a-hyperlink.md) - -## Header & Footer - -![RTEBarsHeaderNFooter](../../../images/img121473.jpg) - -* [Header and Footer](../header-and-footer.md) -* [Insert Page Numbers](../miscellaneous/insert-page-numbers.md) - -## Symbols - -![RTEBarsSymbols](../../../images/img121474.jpg) - -[Insert a Symbol](../miscellaneous/insert-a-symbol.md) - -## Page Setup - -![RTEBarsPageSetup](../../../images/img121475.jpg) - -* [Adjust Page Settings](../document-layout-and-page-setup/adjust-page-settings.md) -* [Lay Out Text in Columns](../document-layout-and-page-setup/lay-out-text-in-columns.md) -* [Insert a Page Break](../miscellaneous/insert-a-page-break.md) -* [Divide a Documents into Sections](../document-layout-and-page-setup/divide-a-document-into-sections.md) -* [Add Line Numbers](../document-layout-and-page-setup/add-line-numbers.md) - -## Background - -![RTEBarsPageBackground](../../../images/img121476.jpg) - -[Change Page Background Color](../document-layout-and-page-setup/change-page-background-color.md) - -## Mail Merge - -![RTEBarsMailMerge](../../../images/img121477.png) - -[Mail Merge](../mail-merge.md) - -## Document Views - -![RTEBarsDocumentViews](../../../images/img121478.jpg) - -[Switch Document Views](../viewing-and-navigating/switch-document-views.md) - -## Show - -![RTEBarsShow](../../../images/img121479.jpg) - -[Show Rulers](../viewing-and-navigating/switch-document-views.md) - -## Zoom - -![RTEBarsZoom](../../../images/img121480.jpg) - -[Zoom a Document](../viewing-and-navigating/zoom-a-document.md) - -## Navigation - -![RTEBarsNavigation](../../../images/img121482.jpg) - -[Header and Footer](../header-and-footer.md) - -## Options - -![RTEBarsOptions](../../../images/img121483.jpg) - -[Header and Footer](../header-and-footer.md) - -## Close - -![RTEBarsClose](../../../images/img121484.jpg) - -[Header and Footer](../header-and-footer.md) - -## Table Styles - -![RTEBarsTableStyles](../../../images/img121485.jpg) - -[Add and Remove Table Borders](../tables/add-and-remove-table-borders.md) - -## Table Style Options - -![RTEBarsTableStylesOptions](../../../images/img121489.jpg) - -[Add and Remove Table Borders](../tables/add-and-remove-table-borders.md) - -## Borders&Shadings - -![RTEBarsBordersNShading](../../../images/img121488.jpg) - -* [Customize a Style of Cell Borders](../tables/customize-a-style-of-cell-borders.md) -* [Set Background Color of Cells](../tables/set-background-color-of-cells.md) - -## Table - -![RTEBarsTable](../../../images/img121490.jpg) - -* [Select a Cell, Row or Column](../tables/select-a-cell-row-or-column.md) -* [Set Table Properties](../tables/set-table-properties.md) - -## Rows & Columns - -![RTEBarsRowsNColumns](../../../images/img121491.png) - -* [Insert a Cell, Row or Column](../tables/insert-a-cell-row-or-column.md) -* [Delete a Cell, Row or Column](../tables/delete-a-cell-row-or-column.md) - -## Merge - -![RTEBarsMerge](../../../images/img121492.jpg) - -[Merge or Split Cells](../tables/merge-or-split-cells.md) - -## Cell Size - -![RTEBarsCellSize](../../../images/img121493.jpg) - -[Adjust Column Width](../tables/adjust-column-width.md) - -## Alignment - -![RTEBarsAlignment](../../../images/img121494.jpg) - -[Align Text in Table Cells](../tables/align-text-in-table-cells.md) - -## Protect - -![RTEBarsAlignment](../../../images/img121495.jpg) - -[Protect and Unprotect a Document](../document-protection/protect-and-unprotect-a-document.md) - -## Proofing - -![RTEBarsProofing](../../../images/img121496.jpg) - -[Check Text Spelling](../text-editing/check-text-spelling.md) - -## Table of Contents - -![RTEBarsTableOfContents](../../../images/img121497.jpg) - -* [Create a Table of Contents](../table-of-contents/create-a-table-of-contents.md) -* [Create Table of Contents for Special Cases](../table-of-contents/create-table-of-contents-for-special-cases.md) -* [Update Table of Contents](../table-of-contents/update-table-of-contents.md) - -## Captions - -![RTEBarsCaptions](../../../images/img121498.jpg) - -[Create Table of Contents for Special Cases](../table-of-contents/create-table-of-contents-for-special-cases.md) - -## Shape Styles - -![RTEBarsShapeStyles](../../../images/img121499.jpg) - -* [Add, Change or Delete a Border for a Picture or Text Box](../pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md) -* [Add, Change or Delete a Text Box Fill](../pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md) - -## Arrange -![RTEBarsArrange](../../../images/img121500.png) -* [Wrap Text around a Picture or Text Box](../pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md) -* [Move a Picture or Text Box](../pictures-and-text-boxes/move-a-picture-or-text-box.md) - -## Comment - -![RTEBarsComment](../../../images/img121519.png) - -[Insert a Comment](../miscellaneous/insert-a-comment.md) - -## Tracking - -![RTEBarsTracking](../../../images/img121522.jpg) - -[Insert a Comment](../miscellaneous/insert-a-comment.md) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/track-changes/accept-and-reject-tracked-changes.md b/interface-elements-for-desktop/articles/rich-text-editor/track-changes/accept-and-reject-tracked-changes.md deleted file mode 100644 index ea3fb2d8dd..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/track-changes/accept-and-reject-tracked-changes.md +++ /dev/null @@ -1,53 +0,0 @@ -# Accept and Reject Changes - -## Accept Changes - -### Accept A Specific Change - -Select the change you want to accept and click **Accept** in the **Changes** ribbon group on the **Review** tab. This accepts the change and moves the cursor to the next change. - -![IMAGE](../../../images/rich-text-editor-track-changes-accept.png) - -To accept the change and keep the cursor at the same position, open the **Accept** drop-down menu and select **Accept This Change**. - -![IMAGE](../../../images/rich-text-editor-track-changes-accept-this-change.png) - -You can also accept a change from the context menu. - -![IMAGE](../../../images/rich-text-editor-track-changes-accept-context-menu.png) - -### Accept All Changes - -All the changes can be accepted simultaneously. In the **Changes** ribbon group on the **Review** tab, open the **Accept** drop-down menu and select one of the following options: - -* **Accept All Changes** - Accept all changes and keep Track Changes on; -* **Accept All Changes and Stop Tracking** - Accept all changes and disable Track Changes; -* **Accept All Changes Shown** - Accept all visible changes (available if changes from specific authors are displayed). - -![IMAGE](../../../images/rich-text-editor-track-changes-accept-all.png) - -## Reject Changes - -### Reject A Specific Change - -To reject a single change, select a change you want to accept and click **Reject** button in the **Changes** ribbon group on the **Review** tab. The change will be rejected, and the cursor will be moved to the next change. - -![IMAGE](../../../images/rich-text-editor-track-changes-reject.png) - -To reject the change and keep the cursor at the same position, open the **Reject** drop down menu and select **Reject This Change**. - -![IMAGE](../../../images/rich-text-editor-track-changes-reject-this-change.png) - -You can also reject a change from the context menu. - -![IMAGE](../../../images/rich-text-editor-track-changes-reject-context-menu.png) - -### Reject All Changes - -You can reject all changes at once. On the **Review** tab, in the **Changes** ribbon group, open the **Reject** drop down menu and select one of the following options: - -* **Reject All Changes** - to accept all changes and keep Track Changes on; -* **Reject All Changes and Stop Tracking** - to accept all changes and disable Track Changes; -* **Reject All Changes Shown** - to accept all visible changes (available if changes from specific authors are displayed). - -![IMAGE](../../../images/rich-text-editor-track-changes-reject-all.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/track-changes/enable-track-changes.md b/interface-elements-for-desktop/articles/rich-text-editor/track-changes/enable-track-changes.md deleted file mode 100644 index 678239c0fe..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/track-changes/enable-track-changes.md +++ /dev/null @@ -1,59 +0,0 @@ -# Enable Track Changes - -The **Track Changes** feature allows you to keep track of the changes. - -## Turn On Track Changes - -On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Tracking** group, click the **Track Changes** button. - -![track-changes-enable](../../../images/rich-text-editor-track-changes-enable.png) - -When Track Changes is turned on, red lines in the margin indicate the changes. - -![IMAGE](../../../images/rich-text-editor-track-changes-simple-markup.png) - -When you turn of Track Changes, the Rich Text Editor does not mark changes but displays the lines in the document. - -## View Changes - -Use the **Display for Review** drop-down list to specify how to display changes in the document. On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Tracking** group, open the **Display for Review** list. - -![IMAGE](../../../images/rich-text-editor-track-changes-display-for-review.png) - -Select one of the following modes: - -* **All Markup** - displays revisions in details. - ![IMAGE](../../../images/rich-text-editor-track-changes-all-markup.png) - -* **Simple Markup** - displays revisions indicated by a red line in the margin. - ![IMAGE](../../../images/rich-text-editor-track-changes-simple-markup.png) - -* **No Markup** - displays the document without any visible revisions (as if all revisions are accepted). - ![IMAGE](../../../images/rich-text-editor-track-changes-no-markup.png) - -You can also double-click red lines in the margin to toggle between **Simple Markup** and **All Markup** modes. - ->[!NOTE] -> Rich Text Editor does not display changes in the Reviewing Pane or in balloons. - -Use **Next** and **Previous** buttons on the **Changes** ribbon group to switch between changes. - -![IMAGE](../../../images/rich-text-editor-track-changes-previous-next.png) - -### View Changes from Specific Authors - -On the **Review** [tab](../text-editor-ui/ribbon-interface.md), in the **Tracking** group, open the **Show Markup** list. Select users whose changes you wish to display in the **Reviewers** list. - -![IMAGE](../../../images/rich-text-editor-track-changes-reviewers.png) - -## Lock Tracking - -You can set a password that prevents users from disabling Track Changes. In the **Tracking** group on the **Review** [tab](../text-editor-ui/ribbon-interface.md), click **Lock Tracking** in the **Track Changes** drop-down list. - -![IMAGE](../../../images/rich-text-editor-track-changes-lock-track.png) - -Specify a password in the invoked **Document Protection** dialog and click **OK**. - -![IMAGE](../../../images/rich-text-editor-track-changes-lock-tracking-protection-dialog.png) - -When protection is enabled, you cannot accept or reject changes, or turn off Track Changes. diff --git a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md deleted file mode 100644 index da43d35921..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Navigate through a Document -author: Elena Dvoryadkina -legacyId: 8464 ---- -# Navigate through a Document -You can navigate through a document in the following ways: -* Use the mouse device to click anywhere in the document; -* Use the mouse device to drag the scroll box to move through the document; -* Rotate the wheel button to scroll up and down the document; -* Use keyboard shortcuts. - -The following table lists the default keyboard shortcuts to navigate through a document. - -| Keyboard Shortcut | Effect | -|---|---| -| LEFT ARROW | Moves the cursor to the previous character. | -| RIGHT ARROW | Moves the cursor to the next character. | -| UP ARROW | Moves the cursor to the previous line. | -| DOWN ARROW | Moves the cursor to the next line. | -| HOME | Moves the cursor to the start of the current line. | -| END | Moves the cursor to the end of line. | -| PAGE UP | Moves the cursor backward by the number of lines in the current control's window, minus one. | -| PAGE DOWN | Moves the cursor forward by the number of lines in the current control's window, minus one. | -| CTRL+LEFT ARROW | Moves the cursor to the previous word. | -| CTRL+RIGHT ARROW | Moves the cursor to the next word. | -| CTRL+UP ARROW | Moves the cursor to the beginning of the previous paragraph. | -| CTRL+DOWN ARROW | Moves the cursor to the beginning of the next paragraph. | -| CTRL+HOME | Moves the cursor to the start of the document, and scrolls the document to show the cursor position. | -| CTRL+END | Moves the cursor to the end of the document, and scrolls the document to show the cursor position. | -| CTRL+PAGE UP | Moves the cursor to the beginning of the previous page. | -| CTRL+PAGE DOWN | Moves the cursor to the beginning of the next page. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/switch-document-views.md b/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/switch-document-views.md deleted file mode 100644 index dc8d97df81..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/switch-document-views.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Switch Document Views -author: Elena Dvoryadkina -legacyId: 8465 ---- -# Switch Document Views -The **Rich Edit** control provides a number of document views that you can switch depending on what you want to do. - -## Simple View -A simple view shows a document without a page layout. This view can be useful when you want to concentrate on text editing. - -To enable this view, on the **View** [ tab](../text-editor-ui/ribbon-interface.md), in the **Document Views** group, click the **Simple View** button. - -![RTESimpleView](../../../images/img121284.png) - -## Draft View -The draft view is a view without pagination. It does not display complex formatting features that are most appropriate to the page layout. You can use it for the simplest representation of the document, as well as quick text editing. - -To enable this view, on the **View** [ tab](../text-editor-ui/ribbon-interface.md), in the **Document Views** group, click the **Draft View** button. - -![RTEDraftView](../../../images/img121285.png) - -In draft view the horizontal ruler is available. To show or hide it, click **Horizontal Ruler** on the **View** ribbon tab. - -![alt text](../../../images/img121286%20(2).png) - -## Print Layout View -The print layout view is intended to display all formatting in the document, including complex formatting, and can be used to preview the document printout. - -To enable this view, on the **View** [ tab](../text-editor-ui/ribbon-interface.md), in the **Document Views** group, click the **Print Layout** button. - -![RTELayoutView](../../../images/img121287.png) - -When the print layout view is active, the horizontal and vertical rulers are available. To show or hide horizontal and vertical rulers, on the **View** tab, in the **Show** group, click the **Horizontal Ruler** and **Vertical Ruler** buttons, respectively. - -![RTEHorizontalRuler](../../../images/img121286.png) ![RTEVerticalRuler](../../../images/img121288.png) diff --git a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/zoom-a-document.md b/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/zoom-a-document.md deleted file mode 100644 index 18fa5fcbd3..0000000000 --- a/interface-elements-for-desktop/articles/rich-text-editor/viewing-and-navigating/zoom-a-document.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Zoom a Document -author: Elena Dvoryadkina -legacyId: 8545 ---- -# Zoom a Document -You can zoom in and out of a document in the following ways: -* On the **View** [ tab](../text-editor-ui/ribbon-interface.md), in the **Zoom** group, click the **Zoom In** and **Zoom Out** buttons. - - ![RTEZoomOut](../../../images/img121293.png) ![RTEZoomIn](../../../images/img121292.png) -* Hold the **CTRL** button and rotate your mouse wheel. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler.md b/interface-elements-for-desktop/articles/scheduler.md deleted file mode 100644 index cad041ef0e..0000000000 --- a/interface-elements-for-desktop/articles/scheduler.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Scheduler -author: Boris Zaitsev -legacyId: 4849 ---- -# Scheduler -This section describes the capabilities provided by the Scheduler, which is used for scheduling/calendar activities. - -![Docs_VisualElements_Scheduler_All](../images/img6036.png) - -**Scheduler UI** -* [Toolbars](scheduler/scheduler-ui/toolbars.md) -* [Ribbon Interface](scheduler/scheduler-ui/ribbon-interface.md) - -**Appointment Management** -* [Create Appointments](scheduler/appointment-management/create-appointments.md) -* [Edit Appointments](scheduler/appointment-management/edit-appointments.md) -* [Manage Reminders](scheduler/appointment-management/manage-reminders.md) -* [Delete Appointments](scheduler/appointment-management/delete-appointments.md) -* [Restrictions for Operations with Appointments](scheduler/appointment-management/restrictions-for-operations-with-appointments.md) - -**Layout Customization** -* [Switch Scheduler Views](scheduler/layout-customization/switch-scheduler-views.md) -* [Scheduler Grouping](scheduler/layout-customization/scheduler-grouping.md) -* [Zoom the Scheduling Area](scheduler/layout-customization/zoom-the-scheduling-area.md) - -**Selection and Navigation** -* [Navigate Dates in the Scheduler](scheduler/selection-and-navigation/navigate-dates-in-the-scheduler.md) -* [Navigate Scheduler Resources](scheduler/selection-and-navigation/navigate-scheduler-resources.md) -* [Navigate Scheduler Time Cells](scheduler/selection-and-navigation/navigate-scheduler-time-cells.md) -* [Scheduler Navigation Buttons](scheduler/selection-and-navigation/scheduler-navigation-buttons.md) -* [Scheduler 'More' Buttons](scheduler/selection-and-navigation/scheduler-more-buttons.md) - -**Printing** -* [Printing](scheduler/printing.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management.md b/interface-elements-for-desktop/articles/scheduler/appointment-management.md deleted file mode 100644 index 024476a574..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Appointment Management -author: Boris Zaitsev -legacyId: 16763 ---- -# Appointment Management -This section describes how to modify appointments. - -Topics in this section: -* [Create Appointments](appointment-management/create-appointments.md) -* [Edit Appointments](appointment-management/edit-appointments.md) -* [Manage Reminders](appointment-management/manage-reminders.md) -* [Delete Appointments](appointment-management/delete-appointments.md) -* [Restrictions for Operations with Appointments](appointment-management/restrictions-for-operations-with-appointments.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management/create-appointments.md b/interface-elements-for-desktop/articles/scheduler/appointment-management/create-appointments.md deleted file mode 100644 index 1ad0c768d6..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management/create-appointments.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Create Appointments -author: Boris Zaitsev -legacyId: 4180 ---- -# Create Appointments -## Context Menu -The following items are available in the context menu, invoked when you right-click any region of the Scheduler (except for areas covered by appointments). - -![CreatingAppointments_01.png](../../../images/img5492.png) -1. **New Appointment** - - Invokes the **Edit Appointment** dialog. - - The **Start time** and **End time** values are initially set to the lower and upper boundaries of the current date and time selection. - - ![CreatingAppointments_02.png](../../../images/img5493.png) - - Fill in other fields, if necessary. For example, use the large text box at the bottom of the dialog to enter text, which will be shown as an appointment's description in a **Day** or a **Work Week** [views](../layout-customization/switch-scheduler-views.md). - - You can also select the **Reminder** check box to enable appointment notifications (see [Manage Reminders](manage-reminders.md)). -2. **New All Day Event** - - Invokes the **Edit Event** dialog, which is used to create a new all-day appointment (also called 'all-day event'). The dialog is identical to **Edit Appointment** (shown above), except that in this case, the **All day event** option is checked, its time range is measured in days (not hours) and marked as **Free**. The appointment can be transformed into an all-day event and vice-versa by checking this box. -3. **New Recurring Appointment** - - All appointments maintained by the scheduler can either be simple (non-recurring - i.e., they happen only once), or recurring - occurring multiple times within a specified time interval. - - Selecting this menu item invokes the **Edit Appointment** dialog, used to create a new appointment, and also invokes the **Appointment Recurrence** dialog, which allows the recurrence pattern to be specified for the new appointment. - - ![RecurrenceDialog.png](../../../images/img4767.png) -4. **New Recurring Event** - - Selecting this menu item invokes the **Event** editor dialog used to create a new all-day appointment, and also invokes the **Appointment Recurrence** dialog, which allows the recurrence pattern to be specified for the new event. - -## Bar or Ribbon Interface -If a scheduler is provided with the Bar or Ribbon interface, you can create new appointments (simple and recurring) using the **New Appointment** and **New Recurring Appointment** buttons on the **Appointment** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). These buttons invoke the **Edit Appointment** and **Appointment Recurrence** dialogs respectively. - -| Create a new appointment via Bar interface | Create a new appointment via Ribbon interface | -|---|---| -| ![Scheduler_AppointmentToolbar](../../../images/img16556.png) | ![Scheduler_Ribbon_Appointment](../../../images/img16546.png) | - -## Keyboard Shortcuts and Mouse Operations -| Action | Description | -|---|---| -| An alphanumeric key or ENTER | Pressing an alphanumeric key or ENTER invokes an in-place editor where you can type the subject of a new appointment occupying the currently selected area. Once you have typed your appointment's subject, you can either create and save the appointment by pressing **ENTER** or changing the focus, or cancel the operation by pressing **ESC**. The type of the created appointment depends on the selected time cell(s). When typing is done in **Day** or **Work-Week** view, the appointment is created with the time interval starting with the earliest time of the selected cells and ending with the latest, and the time is marked as **Busy**. If an all-day area is selected, then an all-day appointment is created with the time marked as **Free**. When the scheduler display mode is **Week** or **Month** view, the appointment is created with the start time set to 12 AM of the first selected day, and the end time is set to 12 AM of the day following the last selected day. | -| Double-click | Double-clicking within a scheduler view's time cell that does not contain any appointments invokes the **Edit Appointment** dialog described above. | -| CTRL+N | Pressing CTRL+N invokes the **Edit Appointment** dialog. Then this dialog can be used to create a new appointment. | -| Dragging an appointment while holding CTRL | This action creates a copy of the selected appointment and moves it, leaving the original appointment intact. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management/delete-appointments.md b/interface-elements-for-desktop/articles/scheduler/appointment-management/delete-appointments.md deleted file mode 100644 index 3608160d48..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management/delete-appointments.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Delete Appointments -author: Elena Dvoryadkina -legacyId: 4182 ---- -# Delete Appointments -## Context Menu -You can delete the selected appointment using the **Delete** item of the context menu, which is invoked when an appointment is right-clicked. - -![SchedulerMenuItemId.DeleteAppointment](../../../images/img4547.png) - -Selecting this item removes the current appointment. If the current appointment is recurring, then the **Confirm Delete** dialog is invoked. - -![DeleteRecurrentAppointments Dialog](../../../images/img4533.png) - -## Edit Appointment Dialog -When the appointment is being edited via the **Edit Appointment** dialog, in order to delete the corresponding appointment (or series of recurring appointments) click the **Delete** button of this dialog. - -![DeletingAppointments_01.png](../../../images/img5497.png) - -## Bar or Ribbon Interface -If a scheduler is provided with the [Bar](../scheduler-ui/toolbars.md) or [Ribbon](../scheduler-ui/ribbon-interface.md) interface, you can delete appointments (simple and recurring) using the **Delete** button on the **Actions** toolbar or Ribbon page group. If the appointment to be deleted is recurring, clicking this button invokes the drop-down list allowing you to decide whether the whole series of recurring appointments should be deleted or just a particular occurrence. - -| Delete an appointment via Bar interface | Delete an appointment via Ribbon interface | -|---|---| -| ![Scheduler_ActionsToolbar](../../../images/img16561.png) | ![Scheduler_Ribbon_Actions](../../../images/img16552.png) | - -## Keyboard Shortcuts -The **DELETE** key or the **CTRL+D** keyboard shortcut can be used to delete the selected appointment(s). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management/edit-appointments.md b/interface-elements-for-desktop/articles/scheduler/appointment-management/edit-appointments.md deleted file mode 100644 index a094a68e74..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management/edit-appointments.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Edit Appointments -author: Boris Zaitsev -legacyId: 4181 ---- -# Edit Appointments -You can modify existing appointments in the following ways: -* [using the appointment context menu](#contextmenu) -* [using the built-in dialogs](#dialogs) -* [using the in-place editor](#inplaceediting) -* [via the Bar or Ribbon interface](#barribbonui) -* [via keyboard shortcuts and mouse operations](#keyboardshortcutsmouseoperations) - -> [!NOTE] -> Access to some operations may be [restricted](restrictions-for-operations-with-appointments.md). - -## Context Menu -After an appointment has been right-clicked, the appointment context menu is invoked. The **Show Time As** and **Label As** items are used to alter an appointment. They allow for the changing of basic visual characteristics of an appointment - status and label. - -| Change the appointment status | Change the appointment label | -|---|---| -| ![SchedulerMenuItemId.StatusSubMenu](../../../images/img4552.png) | ![SchedulerMenuItemId.LabelSubMenu](../../../images/img4551.png) | - -## Edit Appointment and Appointment Recurrence Dialogs -* **Edit a Simple Appointment** - - You can edit properties of a simple (non-recurring) appointment via the **Edit Appointment** dialog that can be invoked via the appointment context menu, [Bar](../scheduler-ui/toolbars.md) or [Ribbon](../scheduler-ui/ribbon-interface.md) interface, keyboard shortcuts and mouse operations. - - | Context Menu | Toolbar | Ribbon Page Group | Keyboard Shortcuts and Mouse Operations | Invoked Edit Appointment Dialog | - |---|---|---|---|---| - | ![Scheduler_EditSimpleApp_ContextMenu_Open](../../../images/img16640.png) | ![Scheduler_BarUI_OpenApp](../../../images/img16639.png) | ![Scheduler_Ribbon_OpenApp](../../../images/img16636.png) | Double-click the appointment to be edited or select an appointment, and then press **ENTER** or **CTRL-O**. | ![EditingAppointments_01.png](../../../images/img5494.png) | -* **Edit a Particular Occurrence in a Series** - - The same dialog is used to edit a particular occurrence in the series of recurring appointments (recurring appointments are marked with a ![AppointmentImageType.Recurrence](../../../images/img4572.png) sign). If you select a recurring appointment, and click **Open** in the appointment context menu or the **Open Occurrence** button on the **Action** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md), the **Edit Appointment** dialog is invoked to allow for the editing of the current appointment only, but not its entire series. - - | Context Menu | Toolbar | Ribbon Page Group | Keyboard Shortcuts and Mouse Operations | Invoked Edit Appointment Dialog | - |---|---|---|---|---| - | ![Scheduler_ContextMenu_Open](../../../images/img16637.png) | ![Scheduler_BarUI_OpenOccurrence](../../../images/img16638.png) | ![Scheduler_Ribbon_OpenOccurrence](../../../images/img16635.png) | Double-click an appointment to be edited or select an appointment, and then press **ENTER** or **CTRL-O**. | ![EditingAppointments_01.png](../../../images/img5494.png) | - - The appointment with changed properties still belongs to the series, but is marked with an "exception". The visual indicator of an exception is the crossed recurrence sign ![AppointmentImageType.RecurrenceException](../../../images/img4573.png). To replace an exceptional appointment with the regular occurrence in the chain of recurring appointments, click the **Restore Default State** item in the appointment's context menu. -* **Edit a Series of Recurring Appointments** - - To edit an entire series of recurring appointments (a pattern appointment), it is necessary to select a recurring appointment, and click **Edit Series** in the appointment context menu or select the **Open Series** item from the **Open** drop-down list on the **Actions** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). In this instance, the **Edit Appointment** dialog is shown with a different window icon. Time fields are inaccessible. - - | Context Menu | Toolbar | Ribbon Page Group | Invoked Edit Appointment Dialog | - |---|---|---|---| - | ![Scheduler_ContextMenu_EditSeries](../../../images/img16644.png) | ![Scheduler_BarUI_OpenSeries](../../../images/img16643.png) | ![Scheduler_Ribbon_OpenSeries](../../../images/img16642.png) | ![EditingAppointments_03.png](../../../images/img5496.png) | - - The recurrence pattern can be edited via the **Appointment Recurrence** dialog. You can invoke it by clicking the **Recurrence** button of the **Edit Appointment** dialog, or using the **Recurrence** button on the **Options** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). - - | Edit Appointment Dialog | Toolbar | Ribbon Page Group | Invoked Appointment Recurrence Dialog | - |---|---|---|---| - | ![Scheduler_EditAppointmentForm_RecurrenceButton](../../../images/img16647.png) | ![Scheduler_BarUI_Recurrence](../../../images/img16653.png) | ![Scheduler_Ribbon_Recurrence](../../../images/img16649.png) | ![EditingAppointments_02.png](../../../images/img5495.png) | - -## In-place Editing -A single mouse click within an appointment, or pressing **F2**, invokes the in-place editor, which you can use to edit the selected appointment's **Subject**. It is illustrated in the following picture. - -![In-Place Editor](../../../images/img9133.png) - -By default, you can close the editor by pressing **Enter** (to save modifications) or **Escape** (to cancel modifications). - -## Bar or Ribbon Interface -If a scheduler is provided with the [Bar](../scheduler-ui/toolbars.md) or [Ribbon](../scheduler-ui/ribbon-interface.md) interface, you can modify appointment properties (status, label, recurrence and reminder) using the **Options** toolbar or Ribbon page group, which is active when an appointment is selected. - -| Modify an appointment via the Bar interface | Modify an appointment via the Ribbon interface | -|---|---| -| ![Scheduler_OptionsToolbar](../../../images/img16654.png) | ![Scheduler_Ribbon_Options](../../../images/img16570.png) | - -## Keyboard Shortcuts and Mouse Operations -| Action | Description | -|---|---| -| Click an appointment | Selects an appointment. | -| Right-click an appointment | Selects an appointment and invokes the context menu for the selected appointment. | -| Click appointments while holding the CTRL key pressed | Enables you to select multiple appointments. | -| ENTER or CTRL+O | Invokes the **Edit Appointment** dialog for the selected appointment. | -| Double-click an appointment | Invokes the **Edit Appointment** dialog. | -| F2 | Invokes the in-place editor to modify the selected appointment. | -| Drag appointment edges | Resizes the rectangle representing an appointment. Results in changing its start/end times. | -| Click and drag an appointment with the left mouse button | Moves the appointment across time cells, changing its **Start time** and **End time** properties. | -| Click and drag an appointment with the right mouse button | Invokes the context menu allowing you to select between moving the appointment, copying it or canceling the operation. | -| Press and hold the CTRL key, click and drag an appointment(s) with the left mouse button | Creates a copy of the selected appointment(s) when the mouse button is released. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management/manage-reminders.md b/interface-elements-for-desktop/articles/scheduler/appointment-management/manage-reminders.md deleted file mode 100644 index 6badb58fa0..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management/manage-reminders.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Manage Reminders -author: Elena Dvoryadkina -legacyId: 4192 ---- -# Manage Reminders -## What is a Reminder? -An appointment can have one or more reminders. They are responsible for sending alerts at specified time periods before an appointment's start time. If an appointment has a reminder, the bell ![AppointmentImageType.Reminder](../../../images/img4574.png) image is displayed. - -![RemindersForAppointments](../../../images/img7974.png) - -## Specifying Reminders -A reminder can be created for a particular appointment with the help of the appointment's editing form, demonstrated below. Select the **Reminder** check box and enter the amount of time before the appointment when you want the reminder to occur. You can select a predefined value in a drop-down list, or just type it in. The duration editor recognizes digits as the number of minutes if an "h" postfix is added - as hours, "d" - days. - -![ReminderSetting](../../../images/img7972.png) - -If a scheduler is provided with the [Bar](../scheduler-ui/toolbars.md) or [Ribbon](../scheduler-ui/ribbon-interface.md) interface, you can specify reminders by selecting the required value from the **Reminder** drop-down list on the **Options** toolbar or Ribbon page group, which is active when an appointment is selected. - -| Delete an appointment via Bar interface | Delete an appointment via Ribbon interface | -|---|---| -| ![Scheduler_BarUI_Reminder](../../../images/img17678.png) | ![Scheduler_Ribbon_Reminder](../../../images/img17679.png) | - -## How Does It Work? -When the time has come for the reminder alert, it invokes the notification dialog, as illustrated below. - -![ReminderNotification](../../../images/img6901.png) - -You can switch the reminders off by clicking the **Dismiss** or **Dismiss All** buttons. - -Another option is to shift the alert time by selecting the time interval in the combo box and clicking the **Snooze** button. Then, the notification will be postponed for a specified time frame. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md b/interface-elements-for-desktop/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md deleted file mode 100644 index 9419a00adc..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Restrictions for Operations with Appointments -author: Boris Zaitsev -legacyId: 4184 ---- -# Restrictions for Operations with Appointments -Access to several operations may be restricted. You may find that you're not able to perform the following operations due to restrictions applied by your application vendor or administrator. -* Create new appointments. -* Edit appointments. -* Invoke the appointment editing form. -* Activate an in-place editor for an appointment. -* Change the time boundaries of appointments. -* Drag and drop appointments to another time slot or date. -* Drag and drop appointments between resources. -* Copy appointments. -* Delete appointments. -* Select more than one appointment simultaneously. -* Share the scheduled time between two or more appointments. - - When you drag an appointment to relocate it, it may conflict with another. This situation is visually indicated as illustrated below: - - ![Conflict](../../../images/img7975.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/layout-customization.md b/interface-elements-for-desktop/articles/scheduler/layout-customization.md deleted file mode 100644 index 48787ee819..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/layout-customization.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Layout Customization -author: Boris Zaitsev -legacyId: 16764 ---- -# Layout Customization -This section describes how to change the scheduler layout. - -Topics in this section: -* [Switch Scheduler Views](layout-customization/switch-scheduler-views.md) -* [Scheduler Grouping](layout-customization/scheduler-grouping.md) -* [Zoom the Scheduling Area](layout-customization/zoom-the-scheduling-area.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/layout-customization/scheduler-grouping.md b/interface-elements-for-desktop/articles/scheduler/layout-customization/scheduler-grouping.md deleted file mode 100644 index d7988164db..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/layout-customization/scheduler-grouping.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Scheduler Grouping -author: Boris Zaitsev -legacyId: 5630 ---- -# Scheduler Grouping -The appointment data displayed within the scheduler can be grouped either by resources or by dates to enhance visual representation. The following pictures illustrate the appearance of the scheduler in different grouping modes. - -| Appointments are grouped by resources | Appointments are grouped by dates | -|---|---| -| ![GroupByResources](../../../images/img121383.png) | ![GroupByDates](../../../images/img121382.png) | - -If a scheduler is provided with the Bar or Ribbon interface, you can specify the type of grouping appointments using the **Group By** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). - -| Group appointments via Bar interface | Group appointments via Ribbon interface | -|---|---| -| ![Scheduler_GroupByToolbar](../../../images/img16559.png) | ![Scheduler_Ribbon_GroupBy](../../../images/img16549.png) | - -See also the [Navigate Scheduler Resources](../selection-and-navigation/navigate-scheduler-resources.md) topic. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/layout-customization/switch-scheduler-views.md b/interface-elements-for-desktop/articles/scheduler/layout-customization/switch-scheduler-views.md deleted file mode 100644 index 4cc2012a8c..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/layout-customization/switch-scheduler-views.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Switch Scheduler Views -author: Elena Dvoryadkina -legacyId: 4176 ---- -# Switch Scheduler Views -## Change Active View -The scheduler is intended to display appointment data using one of the standard [Views](#viewtypes). The currently active view used by the scheduler can be either selected intentionally or changed according to the scheduler's internal logic. -* To change the active view, use the corresponding item of the scheduler's context menu. This menu is invoked when you right-click any region of the scheduler (not occupied with an appointment). - - ![ChangeActiveView_01.png](../../../images/img5491.png) - - > [!NOTE] - > Depending on the application vendor, some options may be unavailable in your application. -* While navigating through dates via the **Go To Date** dialog, you can specify a view type to display a new time interval. - - ![GotoDate View](../../../images/img9134.png) -* The scheduler selects a view mode automatically, according to the date range selected in the date navigator, combined with a scheduler. -* If a scheduler is provided with the Bar or Ribbon interface, you can use the **Active View** and **Arrange** [toolbar](../scheduler-ui/toolbars.md)s or [Ribbon page group](../scheduler-ui/ribbon-interface.md)s. - - | Change the active view via Bar interface | Change the active view via Ribbon interface | - |---|---| - | ![Scheduler_ArrangeToolbar](../../../images/img16558.png) | ![Scheduler_Ribbon_Arrange](../../../images/img16548.png) | - | ![Scheduler_ActiveViewToolbar](../../../images/img16560.png) | ![Scheduler_Ribbon_ActiveView](../../../images/img16550.png) | - -## Available View Types -* **Day View** - - This view provides the most detailed view of appointments for a certain day(s). -* **Work-Week View** - - This view displays appointments for the working days in a particular week. -* **Week View** - - This view displays appointments for any given week. -* **Month (also called Multi-Week) View** - - The month view is the least detailed of the views, and is designed to allow browsing and long-term plan analysis. This view positions the days one after another horizontally, so that they form weeks, while weeks are placed one under the other. -* **Timeline View** - - This view plots appointments as horizontal bars along the timescales, and provides a clearer overview for scheduling purposes. -* **Gantt View** - - This view displays appointments as horizontal bars along the timescales, shows the current schedule status using percent-complete shadings and displays dependency relationships between appointments. -* **Agenda View** - - This view displays appointment as a chronological list grouped by day. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/layout-customization/zoom-the-scheduling-area.md b/interface-elements-for-desktop/articles/scheduler/layout-customization/zoom-the-scheduling-area.md deleted file mode 100644 index 457f37a6ac..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/layout-customization/zoom-the-scheduling-area.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Zoom the Scheduling Area -author: Elena Dvoryadkina -legacyId: 4210 ---- -# Zoom the Scheduling Area -You can zoom in the scheduler view to display its content in greater detail, or zoom out for a more general view. Zooming is implemented by adjusting the time scales (in the Day, Work-Week or Timeline [views](switch-scheduler-views.md)) or changing the number of visible weeks (in the Month view). - -| Zooming in | Zooming out | -|---|---| -| ![ZoomIn-var01](../../../images/img7967.png) | ![ZoomOut-var01](../../../images/img7968.png) | - -Zooming operations are available for you via the **CTRL+PLUS SIGN**, **CTRL+MINUS SIGN** or **CTRL+MOUSE WHEEL** key combinations. - -If a scheduler is provided with the Bar or Ribbon interface, you can zoom in and zoom out the scheduler area using the corresponding buttons on the **Navigate** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). - -| Zoom scheduler via Bar interface | Zoom scheduler via Ribbon interface | -|---|---| -| ![Scheduler_BarUI_ZoomIn](../../../images/img16661.png) | ![Scheduler_Ribbon_ZoomOut](../../../images/img16662.png) | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/printing.md b/interface-elements-for-desktop/articles/scheduler/printing.md deleted file mode 100644 index fc08fad896..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/printing.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Printing -author: Boris Zaitsev -legacyId: 16766 ---- -# Printing -If a scheduler includes a Bar or Ribbon interface, you can use the **Print** [toolbar](scheduler-ui/toolbars.md) or [Ribbon page group](scheduler-ui/ribbon-interface.md). - -| Print via the Bar interface | Print via the Ribbon interface | -|---|---| -| ![Scheduler_PrintToolbar](../../images/img16554.png) | ![Scheduler_Ribbon_Print](../../images/img16545.png) | - -## Page Setup -Click the **Page Setup** command button to invoke the **Page Setup** dialog. The **Page Setup** dialog consists of the **Format**, **Paper** and **Resources** tab pages, as illustrated in the images below. - -![PageSetupFormatTab](../../images/img22528.png) - -![PageSetupPaperTab](../../images/img22529.png) - -![PageSetupResourcesTab](../../images/img22530.png) - -## Print Preview -Click the **Print Preview** button to invoke the **Print Preview** dialog, which provides a preview of the page to be printed. - -![PrintPreview](../../images/img22532.png) - -This dialog allows you to print the page, or save it to a file as a PDF or an image (e.g., BMP, EMF, WMF, GIF, JPEG, PNG or TIFF). - -## Print -Click the **Quick Print** command button to send the scheduler content to the default printer using the current page and printer settings. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/scheduler-ui.md b/interface-elements-for-desktop/articles/scheduler/scheduler-ui.md deleted file mode 100644 index 1101677d04..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/scheduler-ui.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Scheduler UI -author: Boris Zaitsev -legacyId: 16762 ---- -# Scheduler UI -This section describes the command interface of the Scheduler. - -Topics in this section: -* [Toolbars](scheduler-ui/toolbars.md) -* [Ribbon Interface](scheduler-ui/ribbon-interface.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/scheduler-ui/ribbon-interface.md b/interface-elements-for-desktop/articles/scheduler/scheduler-ui/ribbon-interface.md deleted file mode 100644 index ea63392a44..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/scheduler-ui/ribbon-interface.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Ribbon Interface -author: Boris Zaitsev -legacyId: 11909 ---- -# Ribbon Interface -A scheduler can be accompanied by a set of of Ribbon tabbed pages that provide you with a comprehensive functionality to perform basic operations in a scheduler ([navigate through dates](../selection-and-navigation/navigate-dates-in-the-scheduler.md), [change active view](../layout-customization/switch-scheduler-views.md), [create](../appointment-management/create-appointments.md), [edit](../appointment-management/edit-appointments.md) and [delete appointments](../appointment-management/delete-appointments.md), [select a type for grouping scheduler data](../layout-customization/scheduler-grouping.md), etc.) via a Ribbon interface. Ribbon pages are structurally and visually split into logical groups. Each of these groups includes commands that have certain common features. - -## File -![Scheduler_Ribbon_File](../../../images/img17663.png) -* Import and export data in the iCalendar format. -* [Print scheduler data](../printing.md) - -## Home -![Scheduler_Ribbon_Home](../../../images/img17664.png) -* [Create Appointments](../appointment-management/create-appointments.md) -* [Navigate Dates in the Scheduler](../selection-and-navigation/navigate-dates-in-the-scheduler.md) -* [Switch Scheduler Views](../layout-customization/switch-scheduler-views.md) -* [Scheduler Grouping](../layout-customization/scheduler-grouping.md) - -## View -![Scheduler_Ribbon_View](../../../images/img17665.png) -* [Switch Scheduler Views](../layout-customization/switch-scheduler-views.md) -* Customize the active view layout. - -## Appointment -![Scheduler_Ribbon_Appointment](../../../images/img17666.png) -* [Edit Appointments](../appointment-management/edit-appointments.md) -* [Manage Reminders](../appointment-management/manage-reminders.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/scheduler-ui/toolbars.md b/interface-elements-for-desktop/articles/scheduler/scheduler-ui/toolbars.md deleted file mode 100644 index fb6c8b5f3a..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/scheduler-ui/toolbars.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: Toolbars -author: Boris Zaitsev -legacyId: 11908 ---- -# Toolbars -A scheduler can be accompanied by a set of toolbars that provide you with a comprehensive functionality to perform basic operations in a scheduler ([navigate through dates](../selection-and-navigation/navigate-dates-in-the-scheduler.md), [change active view](../layout-customization/switch-scheduler-views.md), [create](../appointment-management/create-appointments.md), [edit](../appointment-management/edit-appointments.md) and [delete appointments](../appointment-management/delete-appointments.md), [select a type for grouping scheduler data](../layout-customization/scheduler-grouping.md), etc.) via a Bar interface. - -## Common -![Scheduler_CommonToolbar](../../../images/img16553.png) -* Import and export data in the iCalendar format. - -## Print -![Scheduler_PrintToolbar](../../../images/img16554.png) -* [Print scheduler data](../printing.md) - -## Appointment -![Scheduler_AppointmentToolbar](../../../images/img16556.png) -* [Create Appointments](../appointment-management/create-appointments.md) - -## Navigate -![Scheduler_NavigateToolbar](../../../images/img16557.png) -* [Navigate Dates in the Scheduler](../selection-and-navigation/navigate-dates-in-the-scheduler.md) -* [Zoom the Scheduling Area](../layout-customization/zoom-the-scheduling-area.md) - -## Arrange -![Scheduler_ArrangeToolbar](../../../images/img16558.png) -* [Switch Scheduler Views](../layout-customization/switch-scheduler-views.md) - -## Group By -![Scheduler_GroupByToolbar](../../../images/img16559.png) -* [Scheduler Grouping](../layout-customization/scheduler-grouping.md) - -## Active View -![Scheduler_ActiveViewToolbar](../../../images/img16560.png) -* [Switch Scheduler Views](../layout-customization/switch-scheduler-views.md) - -## Time Scale -![Scheduler_TimeScaleToolbar](../../../images/img16675.png) -* Specify time scales. - -## Layout -![Scheduler_LayoutToolbar](../../../images/img16677.png) -* Customize the active view layout. - -## Actions -![Scheduler_ActionsToolbar](../../../images/img16561.png) -* [Edit Appointments](../appointment-management/edit-appointments.md) -* [Delete Appointments](../appointment-management/delete-appointments.md) - -## Options -![Scheduler_OptionsToolbar](../../../images/img16654.png) -* [Edit Appointments](../appointment-management/edit-appointments.md) -* [Manage Reminders](../appointment-management/manage-reminders.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation.md deleted file mode 100644 index 67fcf98883..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Selection and Navigation -author: Boris Zaitsev -legacyId: 16765 ---- -# Selection and Navigation -This section describes how to navigate the schedule. - -Topics in this section: -* [Navigate Dates in the Scheduler](selection-and-navigation/navigate-dates-in-the-scheduler.md) -* [Navigate Scheduler Time Cells](selection-and-navigation/navigate-scheduler-time-cells.md) -* [Zoom the Scheduling Area](layout-customization/zoom-the-scheduling-area.md) -* [Scheduler Navigation Buttons](selection-and-navigation/scheduler-navigation-buttons.md) -* [Scheduler 'More' Buttons](selection-and-navigation/scheduler-more-buttons.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-dates-in-the-scheduler.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-dates-in-the-scheduler.md deleted file mode 100644 index 9ad046d7b1..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-dates-in-the-scheduler.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Navigate Dates in the Scheduler -author: Boris Zaitsev -legacyId: 4185 ---- -# Navigate Dates in the Scheduler -## Context Menu -Right-clicking within the main area of the scheduler opens the context menu, which contains items for navigating through dates. - -| View | Month View | -|---|---| -| ![NavThrDates_00.png](../../../images/img121394.png) | ![NavThrDates_01.png](../../../images/img5485.png) | -* **Go to This Day** - - Only available in the **Month View**. This item is active when only one day is selected, and when activated, displays the target day in the **Day View** mode. -* **Go to Today** - - Moves focus to the current date, preserving the existing view mode. -* **Go to Date...** - - Invokes the **Go To Date** dialog to select the date and view type. The date can be selected either by using the calendar or by entering a string with the placeholders. To select the desired view type, use the **Show In** drop-down box. - - ![NavThrDates_02.png](../../../images/img5486.png) - - ![GotoDate View](../../../images/img9134.png) - -## Date Navigation Bar -You can navigate through dates using **Date Navigation Bar**. Clicking its navigation arrows moves backward and forward by the time frame. The current time interval is indicated near the arrows. - -![NavThrDates_DateNavigationBar](../../../images/img124245.png) - -## Date Navigator -If the scheduler is accompanied by the **date navigator**, you can use it to navigate through dates. The common look of the date navigator is illustrated in the following picture. - -![Docs_VisualElements_DateNavigator](../../../images/img6031.png) - -You can select either a particular date, or a range of dates in the date navigator, and the scheduler will display your selection using a **Day View**. The table below details how you can select dates in different ways. - -| Action | Effect | -|---|---| -| Click a date | A single date is selected and the scheduler displays it using the **Day View**. If the currently active view is of another type, it is automatically changed to **Day View**. | -| Click and drag across multiple dates, or click a start date, hold down the SHIFT key and click an end date | The continuous range of dates is selected. The scheduler displays it using the **Day View**, irrespective of the size of the selected range. | -| Hold down the CTRL key and click several dates | A set of dates is selected. The scheduler displays it using the **Day View**, irrespective of the size of the selected range. | -| Click a week number | A corresponding week-long range is selected. The scheduler displays it using the **Day View**. | - -## Bar or Ribbon Interface -If a scheduler is provided with the Bar or Ribbon interface, you can navigate through dates within a scheduler using the **Backward**, **Forward** and **Go to Today** buttons of the **Navigate** [toolbar](../scheduler-ui/toolbars.md) or [Ribbon page group](../scheduler-ui/ribbon-interface.md). - -| Navigate through dates via Bar interface | Navigate through dates via Ribbon interface | -|---|---| -| ![Scheduler_NavigateToolbar](../../../images/img16557.png) | ![Scheduler_Ribbon_Navigate](../../../images/img16547.png) | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md deleted file mode 100644 index b4204ba578..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Navigate Scheduler Resources -author: Elena Dvoryadkina -legacyId: 4186 ---- -# Navigate Scheduler Resources -When appointment data is grouped (either by resources or by dates), the number of resources shown on the screen within the Scheduler at once can make it difficult to see all the scheduled data. To make the Scheduler's layout more readable, it is possible to limit the number of visible resources, and then scroll between them. There is an embedded **Resource Navigator** control, which allows you to scroll between resources. - -The **Resource Navigator** control is composed of a scrollbar and a set of buttons. It may be shown horizontally (on the bottom line of the Scheduler control, with buttons in the right corner) or vertically (on the right side, buttons at the bottom). The position of the control is chosen automatically. It is vertical in **Day** and **Week** views, if appointments are grouped by dates, and horizontal in other view modes. - -The mode of operation is rather straightforward - you can click the buttons to move back and forth through the list of resources; one by one, or straight to the first or last one on the list. The buttons with plus and minus signs increase or decrease the number of displayed resources by one. - -![ResourceNavigatorExample.png](../../../images/img5707.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-time-cells.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-time-cells.md deleted file mode 100644 index 32bfb53e9c..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/navigate-scheduler-time-cells.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Navigate Scheduler Time Cells -author: Boris Zaitsev -legacyId: 4187 ---- -# Navigate Scheduler Time Cells -The following table contains the typical navigation operations: - -| Action | Effect | -|---|---| -| Clicking a cell | Moves focus to the clicked cell, selects it. | -| UP ARROW; DOWN ARROW | **Day View**, **Work Week View** - Moves focus to the previous or next time cell within the current day. **Week View** - Moves focus to the previous or next day. **Month View** - Moves focus to the same day of the week for the previous or next week. | -| LEFT ARROW; RIGHT ARROW | **Day View**, **Work Week View** - Moves focus to the corresponding time cell of the previous or next day. **Week View** - Moves focus to the left or right of the corresponding cell of a column. The view is scrolled to the previous or next week if necessary. **Month View** - Moves focus to the previous or next day. | -| PAGE DOWN | Moves the row focus one page down, preserving the column focus. | -| PAGE UP | Moves the row focus one page up, preserving the column focus. | -| HOME | **Day View**, **Work-Week View** - Moves focus to the start of Work Time within the current day. **Week View**, **Month View** - Moves focus to the first day shown in the current week. | -| END | **Day View**, **Work-Week View** - Moves focus to the end of Work Time within the current day. **Week View**, **Month View** - Moves focus to the last day shown in the current week. | -| CTRL+HOME | **Day View**, **Work-Week View** - Moves focus to the first cell of the day's visible time span. **Week View**, **Month View** - Moves focus to the first day shown in the current week. | -| CTRL+END | **Day View**, **Work-Week View** - Moves focus to the last cell of the day's visible time span. **Week View**, **Month View** - Moves focus to the last day shown in the current week. | -| TAB | Switches to appointments navigation. Focus shifts to the next time appointment within the time span shown. Pressing the key repeatedly iterates through the appointments in the following way - appointments with a definite duration are followed by all-day appointments. | -| SHIFT+TAB | Switches to appointments navigation. Focus shifts to the previous time appointment within the time span shown. Pressing the key repeatedly iterates through the appointments in the following way - appointments with a definite duration are followed by all-day appointments. | -| ALT+UP ARROW; ALT+DOWN ARROW | **Day View**, **Work-Week View**, **Month View** - Moves focus one week before or after. **Week View** - acts like the LEFT(RIGHT) ARROW keys. | -| ALT+PAGE UP; ALT+PAGE DOWN | **Day View**, **Week View**, **Month View** - Moves focus to the start or end of a current month. | -| ALT+HOME | **Day View**, **Work-Week View** - Moves focus to the beginning of a current week. | -| ALT+END | **Day View**, **Work-Week View** - Moves focus to the end of a current week. | - -> [!NOTE] -> When appointments are grouped, only ARROW keys can move focus to another resource group. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md deleted file mode 100644 index 091fc9c4af..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Scheduler 'More' Buttons -author: Boris Zaitsev -legacyId: 4860 ---- -# Scheduler 'More' Buttons -The "More" buttons indicate that more appointments exist on a particular date. Click these buttons to see all appointments in a more detailed view, or to simply scroll to the next appointment. - -| Day View | Month View | -|---|---| -| ![Docs_VisualElements_SchedulerControl_MoreButtonsDayView](../../../images/img7759.png) | ![Docs_VisualElements_SchedulerControl_MoreButtonsMonthView](../../../images/img4742.png) | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md b/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md deleted file mode 100644 index 7a6a5655fe..0000000000 --- a/interface-elements-for-desktop/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Scheduler Navigation Buttons -author: Elena Dvoryadkina -legacyId: 4859 ---- -# Scheduler Navigation Buttons -The **Navigation Buttons** are used to scroll to the previous or next appointment. This is helpful when there is a significant time interval between scheduled appointments. - -![NavigationButtons](../../../images/img6029.png) - -Navigation buttons are displayed if there are no currently visible appointments within the **Scheduler** control area. If there are appointments that refer to a previous or successive date, the **Previous Appointment** and **Next Appointment** navigation buttons provide the capability to navigate to the corresponding date. If there are no appointments in a specific direction, the corresponding navigation button is disabled. - -Note that if the **Scheduler** control currently displays appointments for multiple resources, navigation buttons are displayed independently for each resource. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/snap-reporting-engine.md b/interface-elements-for-desktop/articles/snap-reporting-engine.md deleted file mode 100644 index 0989f06070..0000000000 --- a/interface-elements-for-desktop/articles/snap-reporting-engine.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Snap Reporting Engine -author: Eugeniy Burmistrov -legacyId: 12427 ---- -# Snap Reporting Engine - -> [!WARNING] -> Snap for WinForms is in maintenance support mode. No new features or capabilities will be incorporated into this product. We recommend that you use DevExpress Reporting tool to generate, edit, print, and export business reports/documents. -> -> If you’ve used the Snap for WinForms in the past and want to migrate to DevExpress Reports, please use the following free conversion tool/example to convert your SNX reports (Snap document files) to REPX files (DevExpress Reports files). -> ->[View Example: Snap – Convert Your SNX Reports to REPX Files](https://github.com/DevExpress-Examples/snap-convert-snx-to-repx) -> -> Use the version selector to view Snap Documentation for v21.2 and earlier. diff --git a/interface-elements-for-desktop/articles/spreadsheet.md b/interface-elements-for-desktop/articles/spreadsheet.md deleted file mode 100644 index ba18916634..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet.md +++ /dev/null @@ -1,122 +0,0 @@ ---- -title: Spreadsheet -author: Natalya Senichkina -legacyId: 16027 ---- -# Spreadsheet -This section describes the capabilities provided by the **Spreadsheet**. - -![Spreadsheet.png](../images/img21270.png) - -**Spreadsheet UI** -* [Ribbon Interface](spreadsheet/spreadsheet-ui/ribbon-interface.md) -* [Spreadsheet Elements](spreadsheet/spreadsheet-ui/spreadsheet-elements.md) - -**File Operations** -* [Create a Workbook](spreadsheet/file-operations/create-a-workbook.md) -* [Load a Workbook](spreadsheet/file-operations/load-a-workbook.md) -* [Create a Worksheet](spreadsheet/file-operations/create-a-worksheet.md) -* [Rename a Worksheet](spreadsheet/file-operations/rename-a-worksheet.md) -* [Delete a Worksheet](spreadsheet/file-operations/delete-a-worksheet.md) -* [Save a Workbook](spreadsheet/file-operations/save-a-workbook.md) -* [Import and Export Text Files](spreadsheet/file-operations/import-and-export-text-files.md) -* [Print a Workbook](spreadsheet/file-operations/print-a-workbook.md) -* [Adjust Page Settings](spreadsheet/file-operations/adjust-page-settings.md) -* [Undo and Redo Last Actions](spreadsheet/file-operations/undo-and-redo-last-actions.md) - -**Viewing and Navigating** -* [Hide and Display Worksheets](spreadsheet/viewing-and-navigating/hide-and-display-worksheets.md) -* [Zoom a Worksheet](spreadsheet/viewing-and-navigating/zoom-a-worksheet.md) -* [Hide Gridlines and Headings](spreadsheet/viewing-and-navigating/hide-gridlines-and-headings.md) -* [Freeze Columns and Rows](spreadsheet/viewing-and-navigating/freeze-columns-and-rows.md) - -**Editing Cells** -* [Select Cells or Cell Content](spreadsheet/editing-cells/select-cells-or-cell-content.md) -* [Copy and Paste Cell Content](spreadsheet/editing-cells/copy-and-paste-cell-content.md) -* [Fill Data Automatically](spreadsheet/editing-cells/fill-data-automatically.md) -* [Find and Replace](spreadsheet/editing-cells/find-and-replace.md) -* [Insert a Comment](spreadsheet/editing-cells/insert-a-comment.md) -* [Insert a Symbol](spreadsheet/editing-cells/insert-a-symbol.md) - -**Cell Formatting** -* [Format Cells](spreadsheet/cell-formatting/format-cells.md) -* [Format Cell Content](spreadsheet/cell-formatting/format-cell-content.md) -* [Wrap Text and Merge Cells](spreadsheet/cell-formatting/wrap-text-and-merge-cells.md) -* [Number Formatting](spreadsheet/cell-formatting/number-formatting.md) -* [Conditional Formatting ](spreadsheet/cell-formatting/conditional-formatting.md) -* [Clear Cell Formatting](spreadsheet/cell-formatting/clear-cell-formatting.md) - -**Columns and Rows** -* [Insert and Delete Columns and Rows](spreadsheet/columns-and-rows/insert-and-delete-columns-and-rows.md) -* [Show and Hide Columns and Rows](spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md) -* [Specify Column Width and Row Height](spreadsheet/columns-and-rows/specify-column-width-and-row-height.md) - -**Tables** -* [Create a Table ](spreadsheet/tables/create-a-table.md) - -**Pivot Tables** -* [Create a Pivot Table](spreadsheet/pivot-tables/create-a-pivot-table.md) -* [Modify a Pivot Table](spreadsheet/pivot-tables/modify-a-pivot-table.md) -* [Refresh the PivotTable Data](spreadsheet/pivot-tables/refresh-the-pivottable-data.md) -* [Change the PivotTable Layout](spreadsheet/pivot-tables/change-the-pivottable-layout.md) -* [Apply a Predefined Style to a Pivot Table](spreadsheet/pivot-tables/apply-a-predefined-style-to-a-pivot-table.md) -* [Change the PivotTable Layout](spreadsheet/pivot-tables/change-the-pivottable-layout.md) -* [Subtotal and Total Fields in a Pivot Table](spreadsheet/pivot-tables/subtotal-and-total-fields-in-a-pivot-table.md) -* [Group Items in a Pivot Table ](spreadsheet/pivot-tables/group-items-in-a-pivot-table.md) -* [Sort Items in a Pivot Table](spreadsheet/pivot-tables/sort-items-in-a-pivot-table.md) -* [Filter a Pivot Table ](spreadsheet/pivot-tables/filter-a-pivot-table.md) -* [Insert a Calculated Field and Calculated Item](spreadsheet/pivot-tables/insert-a-calculated-field-and-calculated-item.md) - -**Data Analysis and Presentation** -* [Outline Data](spreadsheet/data-presentation/outline-data.md) -* [Subtotal Data](spreadsheet/data-presentation/subtotal-data.md) -* [Sort Data](spreadsheet/data-presentation/sort-data.md) -* [Filter Data](spreadsheet/data-presentation/filter-data.md) - -**Protection** -* [Protect a Workbook](spreadsheet/protection/protect-a-workbook.md) -* [Protect a Worksheet](spreadsheet/protection/protect-a-worksheet.md) -* [Protect Worksheet Ranges](spreadsheet/protection/protect-worksheet-ranges.md) -* [Encrypt a Workbook with the Password](spreadsheet/protection/encrypt-a-workbook-with-the-password.md) - -**Data Validation** -* [Validate Data in Cells](spreadsheet/data-validation/validate-data-in-cells.md) - -**Formulas** -* [Create a Simple Formula](spreadsheet/formulas/create-a-simple-formula.md) -* [Cell References](spreadsheet/formulas/cell-references.md) -* [Defined Names](spreadsheet/formulas/defined-names.md) -* [Using Functions in Formulas ](spreadsheet/formulas/using-functions-in-formulas.md) -* [Supported Functions](spreadsheet/formulas/supported-functions.md) -* [Create an Array Formula ](spreadsheet/formulas/create-an-array-formula.md) -* [Error Types in Formulas](spreadsheet/formulas/error-types-in-formulas.md) - -**Charting** -* [Charting Overview](spreadsheet/charting/charting-overview.md) -* [Creating a Chart](spreadsheet/charting/creating-a-chart.md) -* [Changing a Chart Type](spreadsheet/charting/changing-a-chart-type.md) -* [Applying a Predefined Chart Layout and Style](spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md) -* [Modifying a Chart Manually](spreadsheet/charting/modifying-a-chart-manually.md) -* [Creating a Chart Sheet](spreadsheet/charting/creating-a-chart-sheet.md) - -**Mail Merge** -* [Mail Merge Overview](spreadsheet/mail-merge/mail-merge-overview.md) -* [Data Source Wizard](spreadsheet/mail-merge/data-source-wizard.md) -* [Query Builder](spreadsheet/mail-merge/query-builder.md) -* [Parameters Panel](spreadsheet/mail-merge/parameters-panel.md) - -**Pictures and Hyperlinks** -* [Insert a Picture](spreadsheet/pictures-and-hyperlinks/insert-a-picture.md) -* [Move, Rotate and Resize a Picture](spreadsheet/pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md) -* [Insert and Delete Hyperlinks](spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md) -* [Shortcuts to Work with Pictures](spreadsheet/pictures-and-hyperlinks/shortcuts-to-work-with-pictures.md) - -**Keyboard Shortcuts** -* [File Operations](spreadsheet/keyboard-shortcuts/file-operations.md) -* [Navigation inside Worksheets](spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md) -* [Work with Selections ](spreadsheet/keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Cell Content](spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md) -* [Cell Formatting ](spreadsheet/keyboard-shortcuts/cell-formatting.md) -* [Work with Columns and Rows](spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md) -* [Sort and Filter](spreadsheet/keyboard-shortcuts/sort-and-filter.md) -* [Work with Formulas](spreadsheet/keyboard-shortcuts/work-with-formulas.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/clear-cell-formatting.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/clear-cell-formatting.md deleted file mode 100644 index 8340bbb40f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/clear-cell-formatting.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Clear Cell Formatting -author: Natalya Senichkina -legacyId: 15778 ---- -# Clear Cell Formatting -To remove all formatting from cells, do one of the following. -1. In the **Editing** group within the **Home** tab, click the **Clear** button, and select **Clear Formats** from the drop-down menu. - - ![ClearFormats.png](../../../images/img21143.png) -2. In the **Styles** group within the **Home** tab, select the _Normal_ style, to restore the default settings. - - ![NormalStyle.png](../../../images/img21223.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/conditional-formatting.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/conditional-formatting.md deleted file mode 100644 index 27d08ca303..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/conditional-formatting.md +++ /dev/null @@ -1,223 +0,0 @@ ---- -title: Conditional Formatting -author: Natalya Senichkina -legacyId: 16817 ---- -# Conditional Formatting -The **Spreadsheet** allows you to apply **conditional formatting** to a range of cells. Conditional formatting changes the appearance of individual cells based on specific conditions. It helps to highlight critical information, or describe trends within cells by using data bars, color scales and built-in icon sets. To create a conditional format, select the cell range to which you wish to apply a conditional formatting rule. On the **Home** tab, in the **Styles** group, click the **Conditional Formatting** button to display a drop-down list of available conditional formats. You can do one of the following. -* [Format Cells that are Less than, Greater than or Equal to a Value](#relationaloperator) -* [Format Cells that Contain Text or a Date](#text) -* [Format Unique or Duplicate Cells](#uniquevalues) -* [Format Top or Bottom Ranked Values](#rank) -* [Format Cells whose Values are Above or Below the Average](#average) -* [Format Cells Using Data Bars](#databars) -* [Format Cells using Color Scales](#colorscales) -* [Format Cells using Icon Sets](#iconsets) -* [Edit Conditional Formatting Rules](#manage) -* [Clear Conditional Formatting Rules](#clearrules) - -## Format Cells that are Less than, Greater than or Equal to a Value -To highlight cells whose values meet the criterion represented by a relational operator (=, <, >), do the following. -* Select the cell range to which you wish to apply a conditional format. -* On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Highlight Cells Rules**, and then select one of the following items: **Greater Than...**, **Less Than...**, **Between...** or **Equal To...** - - ![Spreadsheet_GreaterThanCF](../../../images/img22652.png) -* In the invoked dialog, specify the threshold value, and select formatting options to be applied to cells that meet the condition. Note that you can also use a formula to specify the threshold value. If you enter a formula, start it with an equal sign (=). If a formula returns an error, formatting options will not be applied. - - ![Spreadsheet_GreaterThanDialog](../../../images/img22653.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select **Format only cells that contain** from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select the target relational operator from the drop-down menu and specify the threshold values. - - To set the formatting options to be applied to cells that meet the condition, click the **Format** button to invoke the **Format Cells** dialog. When the formatting options are defined, the resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_Relational_Custom](../../../images/img128824.png) - -## Format Cells that Contain Text or a Date -To highlight cells that contain the specified text string or time period, do the following: -* Select the cell range to which you wish to apply a conditional format. -* On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Highlight Cells Rules**, and then click **Text that Contains...** or **A Date Occurring...**. - - ![Spreadsheet_ContainsTextCF](../../../images/img22655.png) -* In the invoked dialog, specify the text string (if you selected **Text that Contains...**) or time period (if you selected **A Date Occurring...**) to be highlighted, and select the formatting options to be applied to cells that meet the condition. - - ![Spreadsheet_ContainsTextDialog](../../../images/img22658.png) - - Note that for the **Text that Contains...** rule, you can also specify a formula that returns text. If you enter a formula, start it with an equal sign (=). If a formula returns an error, formatting options will not be applied. -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select **Format only cells that contain** from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select the target cell content, set the format operator and the text string (if you selected **Specific Text**) or specify the time period (if you selected **Dates Occurring**). - - To set the formatting options to be applied to cells that meet the condition, click the **Format** button to invoke the **Format Cells** dialog. When the formatting options are defined, the resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_TextDate_Custom](../../../images/img128825.png) - -## Format Unique or Duplicate Cells -To find unique or duplicate values in a range of cells, do the following: -* Select the cell range to which you wish to apply a conditional format. -* On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Highlight Cells Rules** | **Duplicate Values...** - - ![Spreadsheet_DuplicateValuesCF](../../../images/img22647.png) -* In the invoked dialog, specify whether you wish to highlight unique or duplicate values, and select the formatting options to be applied to cells that meet the condition. - - ![Spreadsheet_DuplicateValuesDialog](../../../images/img22646.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select **Format only unique or duplicate values** from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, specify whether you wish to highlight unique or duplicate values. To set the formatting options to be applied to cells that meet the condition, click the **Format** button to invoke the **Format Cells** dialog. When the formatting options are defined, the resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_UniqueDuplicate_Custom](../../../images/img128826.png) - -## Format Top or Bottom Ranked Values -To highlight only the top or bottom ranked values in a range of cells, do the following: -* Select the cell range to which you wish to apply a conditional format. -* On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Top/Bottom Rules**, and then select one of the following items: **Top 10 Items...**, **Top 10%...**, **Bottom 10 Items...** or **Bottom 10%...** - - ![Spreadsheet_TopRulesCF](../../../images/img22643.png) -* In the invoked dialog, specify the number or percentage of the rank value (depending on the selected rule), and select the formatting options to be applied to cells that meet the condition. - - ![Spreadsheet_Top10Dialog](../../../images/img22645.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select **Format only top or bottom ranked values** from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, specify whether you wish to highlight top or bottom values and enter the rank value number. To convert the number to percentage, check the **% of the selected range** box. - - To set the formatting options to be applied to cells that meet the condition, click the **Format** button to invoke the **Format Cells** dialog. When the formatting options are defined, the resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_TopBottom_Custom](../../../images/img128827.png) - -## Format the Cells whose Values are Above or Below the Average -To highlight values that are above or below the average in a range of cells, do the following: -* Select the cell range to which you wish to apply a conditional format. -* On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Top/Bottom Rules**, and then click **Above Average...** or **Below Average...** - - ![Spreadsheet_AboveAverageCF](../../../images/img22642.png) -* In the invoked dialog, select the formatting options to be applied to cells that meet the condition. - - ![Spreadsheet_AboveAverageDialog](../../../images/img22641.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select the **Format only values that are above or below average** type for the new rule from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select the format operator from the **Show values that are:** list. - - To set the formatting options to be applied to cells that meet the condition, click the **Format** button to invoke the **Format Cells** dialog. When the formatting options are defined, the resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_AboveBelowAverage_Custom](../../../images/img128828.png) - -## Format Cells using Data Bars -The data bar conditional formatting rule draws a shaded bar in the background of each cell in the range to which the rule is applied. The length of the data bar represents the cell value. A longer bar represents a higher value, and a shorter bar represents a lower value. For example, the image below shows the markup magnitude using solid light-green data bars. - -![DataBarConditionalFormattingExample2](../../../images/img21719.png) - -To apply a data bar conditional formatting rule, do the following: -* On the **Home** tab, in the **Styles** group, choose **Conditional Formatting** | **Data Bars**, and then select the desired color for a gradient or solid data bar. - - ![Spreadsheet_DataBars](../../../images/img22637.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select the **Format cells based on their values** type from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select **Data Bar** from the **Format style:** list. -* Specify the minimum and maximum thresholds type and value (if necessary). To disable showing values in the cells to which the formatting rule is applied, check the **Show bar only** box. - - Customize the bar appearance by setting the fill type, fill color, border type and color in the **Bar Appearance:** section. The resulting data bar appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditionalFormatting_DataBar_Custom](../../../images/img128829.png) - - To specify the negative bar and axis appearance settings, click the **Negative Value and Axis...** button. The invoked **Negative Value and Axis Settings** dialog allows you to set the negative bar fill and border color, specify axis color and position within the cell. - - ![Spreadsheet_ConditionalFormatting_DataBar_Custom_NegativeBarAndAxis](../../../images/img128832.png) - -## Format Cells using Color Scales -Color scales compare values using a gradation of two or three colors. The shade of the color represents higher, middle and lower values in the cell range to which the rule is applied. For example, the image below shows a price distribution using a gradation of three colors. Red represents the lower values, yellow represents the medium values and sky blue represents the higher values. - -![ColorScale3ConditionalFormatting2](../../../images/img21700.png) - -To create a color scale, do the following: -* On the **Home** tab, in the **Styles** group, choose **Conditional Formatting** | **Color Scales**, and then select one of the predefined color combinations. - - ![Spreadsheet_ColorScales](../../../images/img22632.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select the **Format cells based on their values** type from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select **2-** or **3-Color Scale** from the **Format style:** list. - - Specify the type of the minimum, midpoint (if the 3-color scale style is selected) and the maximum threshold, enter their values (if necessary) and select the corresponding colors. The resulting cell appearance is displayed in the **Preview** box. - - ![Spreadsheet_ConditonalFormatting_ColorScale_Custom](../../../images/img128833.png) - -## Format Cells using Icon Sets -An icon set conditional format classifies data in a range into three to five categories. The **Spreadsheet** divides the range into equal parts based on the number of icons in the selected set and applies an icon to each cell depending on its value. For example, the image below shows the value ranking. A filled star represents values that are greater than or equal to 67 percent, a half-filled star represents values that are less than 67 percent and greater than or equal to 33 percent, and an empty star shows values that are less than 33 percent. - -![Spreadsheet_IconSetExample](../../../images/img22640.png) - -To apply an icon set conditional formatting rule, do the following: -* On the **Home** tab, in the **Styles** group, choose **Conditional Formatting** | **Icon Sets**, and then select the desired icon set from the gallery. - - ![Spreadsheet_IconSets](../../../images/img22639.png) -* If none of the built-in formatting options meet your requirements, you can create a custom formatting rule. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **New Rule...** - - ![Spreadsheet_ConditionalFormatting_New Rule](../../../images/img128788.png) -* ...or select **Conditional Formatting** | **Manage Rules...** and click the **New Rule...** button in the invoked **Conditional Formatting Rules Manager**. - - ![Spreadsheet_ConditionalFormatting_NewRule_RuleManager](../../../images/img128789.png) -* In the invoked **New Formatting Rule** dialog, select the **Format cells based on their values** type from the **Select a Rule Type** list. -* In the **Edit Rule Description** section, select **Icon Sets** from the **Format style:** list. -* You can select the whole icon set in the **Icon Style** list or select each icon individually in the **Icon** section. Check **Show Icon Only** box to disable showing cell values. To show icons in the reverse order, click **Reverse Icon Order** button. - - Select the minimum and maximum threshold type and change values if necessary in the corresponding **Value** boxes. The resulting rule is shown in the **Display each icon according to these rules:** section. - - ![Spreadsheet_ConditionalFormatting_IconSet](../../../images/img128834.png) - -## Edit the Conditional Formatting Rule -You can modify existing conditional formatting rules by doing the following: -* On the **Home** tab, in the **Styles** group, click **Conditional Formatting** | **Manage Rules...** - - ![Spreadsheet_ConditionalFormatting_ManageRules_Ribbon](../../../images/img128791.png) -* In the invoked **Conditional Formatting Rules Manager**, select the part of the document whose formatting rules should be displayed by selecting one of the available areas from the **Show formatting rules for:** drop-down list. - - ![Spreadsheet_ConditionalFormatting_ManageRules_SelectArea](../../../images/img128792.png) -* To edit the desired rule, select it within the list and click **Edit Rule...** button. -* To apply the selected formatting rule to another cell range, type the cell reference in the **Applies to** column cell or select the cell range directly in the worksheet by clicking the **Collapse Dialog** - - ![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png) button. -* The formatting rules are shown in order of precedence. A new formatting rule is automatically added to the top of the list and has the highest precedence. To change the precedence of a desired formatting rule, use **Up** and **Down** buttons. - - You can disable applying the formatting rules lower in precedence if the current rule condition is **true**. To do that, check the **Stop if True** box. Note that this options is unavailable for the rules that format cells using data bars, color scales or icon sets. - - ![Spreadsheet_ConditionalFormatting_ManageRules_UpDown](../../../images/img128793.png) - -## Clear Conditional Formatting Rules -To delete a conditional formatting rule, do one of the following: -* Select the range that contains the conditional formatting rules you wish to clear. On the **Home** tab, in the **Styles** group, select **Conditional Formatting** | **Clear Rules** | **Clear Rules from Selected Cells** to delete the rules applied to the selected range. -* Invoke the **Conditional Formatting Rules Manager**, select the rule you wish to clear and click **Delete Rule** button. -* To clear all conditional formatting rules on a worksheet, select **Conditional Formatting** | **Clear Rules** | **Clear Rules from Entire Sheet**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cell-content.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cell-content.md deleted file mode 100644 index c42d52ba49..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cell-content.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Format Cell Content -author: Natalya Senichkina -legacyId: 15729 ---- -# Format Cell Content -The **Spreadsheet** provides the capability to set font style, size, color and text alignment in a cell. - -To format cell content, follow the steps below. -1. [Select](../editing-cells/select-cells-or-cell-content.md) a cell or a cell range that you wish to format. -2. To change the font, use the **Font** group within the **Home** tab to specify the font family, size, style, color, etc. - - ![FontGroup.png](../../../images/img21140.png) - - You can also modify cell font using the **Font** tab of the **Format Cells** dialog box. To invoke this dialog, click the arrow in the bottom right corner of the **Font** group. In the **Font** tab, you can specify the required font characteristics and apply them to the selected cells. - - ![FormatCellsFontTab](../../../images/img23594.png) -3. To position text within a cell so that it is centered, aligned to the left or aligned to the right, select the appropriate alignment options in the **Alignment** group within the **Home** tab. - - ![Alignment.png](../../../images/img21141.png) - - To specify additional alignment options, click the arrow in the bottom right corner of the **Alignment** group. The dialog box launcher invokes the **Format Cells** dialog. In the **Alignment** tab, specify all required parameters and click **OK** to apply them to the selected cells. - - ![FormatCellsAlignmentTab](../../../images/img23591.png) -4. To undo the formatting options you applied before, select the text. In the **Editing** group within the **Home** tab, click the **Clear** drop-down and select the **Clear Formats** item. - - ![ClearFormats.png](../../../images/img21143.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cells.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cells.md deleted file mode 100644 index 3d25dea2eb..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/format-cells.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Format Cells -author: Natalya Senichkina -legacyId: 15734 ---- -# Format Cells -The **Spreadsheet** provides the capability to format cells and the data they contain. It includes many predefined styles that you can use. - -To format a cell or a range of cells, follow the instructions below. - -## Using Predefined Styles -1. [Select](../editing-cells/select-cells-or-cell-content.md) the cells you wish to format. -2. In the **Styles** group within the **Home** tab, select the style that you wish to apply to the selected cells. - - ![CellStyles.png](../../../images/img21150.png) - -## Applying Specific Formatting -If you are not satisfied with the predefined styles, specify your own formatting options. -1. [Select](../editing-cells/select-cells-or-cell-content.md) the cells you wish to format. -2. To add borders to the selected cells, do one of the following. - * In the **Font** group within the **Home** tab, click the **Borders** button's drop-down menu and select the border type. This menu also allows you to select the line style and line color of borders. - - ![Borders.png](../../../images/img21151.png) - * Click the **Font** dialog box launcher to invoke the **Format Cells** dialog box. Click the **Border** tab and specify all required parameters. Then click **OK**. - - ![FormatCellsBorderTab](../../../images/img23592.png) -3. To set the background color of the selected cells, do one of the following. - * In the **Font** group within the **Home** tab, click the **Fill Color** button's drop-down menu and select the desired color. - - ![FillColor.png](../../../images/img21152.png) - * Click the **Font** dialog box launcher, and in the invoked **Format Cells** dialog box, open the **Fill** tab. Specify all required parameters and click **OK**. - - ![FormatCellsFillTab](../../../images/img23593.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/number-formatting.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/number-formatting.md deleted file mode 100644 index ce16ac2c62..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/number-formatting.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Number Formatting -author: Natalya Senichkina -legacyId: 15738 ---- -# Number Formatting -The **Spreadsheet** allows you to format numbers in cells to make them easier to read and understand. For example, you can display numbers as monetary values or dates. The default format for cell content is the _General_ style. Notice that number formatting does not change the value you enter, it only influences the way the number is displayed in a cell. Number formatting options are available in the **Number** group within the **Home** tab. - -![NumbersGroup.png](../../../images/img21157.png) - -To apply the number format to a cell value, select the required format in the number format list at the top of the **Number** group, or use buttons at the bottom of the group, such as **Accounting Number Format**, **Percent Style** or **Comma Style**. - -If you wish to set more formatting parameters, click the **Number** dialog box launcher to invoke the **Format Cells** dialog box. Select the desired number format, and then specify formatting options in the right pane of the dialog box. - -![FormatCellsNumberTab](../../../images/img23595.png) - -You can use the following shortcuts to quickly apply the specified number format. - -| | | -|---|---| -| CTRL+SHIFT+1 | Applies the Number format with two decimal places. | -| CTRL+SHIFT+2 | Applies the Time number format. | -| CTRL+SHIFT+3 | Applies the Date format. | -| CTRL+SHIFT+4 | Applies the Currency format. | -| CTRL+SHIFT+5 | Applies the Percentage format. | -| CTRL+SHIFT+6 | Applies the Scientific number format. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md b/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md deleted file mode 100644 index 280a4c6639..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Wrap Text and Merge Cells -author: Natalya Senichkina -legacyId: 15735 ---- -# Wrap Text and Merge Cells -If text is too long to be displayed in a single cell, the **Spreadsheet** allows you to wrap the text to make it display on multiple lines in the cell, or merge cells to combine two or more adjacent cells into a single larger/longer cell. - -## Merging Cells -To merge cells, follow the instructions below. -1. [Select](../editing-cells/select-cells-or-cell-content.md) the cells that you wish to merge. - - > [!NOTE] - > Make sure that the data you wish to display in the merged cell is contained in the upper-left cell of the selected range, because only the contents of this cell will remain in the merged cell. The data in the other cells will be deleted. -2. In the **Alignment** group within the **Home** tab, click the **Merge Cells** button's drop-down arrow and select one of the following items. - * **Merge & Center** - merge the selected cells and center the text in a merged cell. - * **Merge Across** - merge each row of the selected cell range into larger cells. - * **Merge Cells** - merge the selected cells into a single cell. - - ![MergeCells.png](../../../images/img21156.png) -3. If you change your mind and wish to split a merged cell, select this cell and click the **Unmerge Cells** item in the **Merge Cells** button's drop-down menu. The data of the merged cell appears in the upper-left cell of the range of split cells. - -## Wrapping Text in a Cell -To wrap text in a cell, do the following. -1. [Select](../editing-cells/select-cells-or-cell-content.md) a cell or a range of cells containing the text you wish to wrap. -2. In the **Alignment** group within the **Home** tab, click the **Wrap Text** button. The text is displayed on multiple lines within the cell. -3. To unwrap the text, click the **Wrap Text** button again. The text is displayed in the same way as it was before the wrap option was applied. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md b/interface-elements-for-desktop/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md deleted file mode 100644 index ca22c95e97..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Applying a Predefined Chart Layout and Style -author: Natalya Senichkina -legacyId: 16814 ---- -# Applying a Predefined Chart Layout and Style -The **Spreadsheet** allows you to change the appearance of the existing chart by applying one of the predefined layouts and styles. - -To change a chart style or layout, click the chart you wish to format, to display the **Chart Tools** contextual tab. - -## Apply a Predefined Chart Layout -In the **Chart Layouts** group within the **Design** tab, select the required chart layout. For example, select **Layout 10**, which positions the chart legend to the right of the chart area, and adds the chart and axis titles. - -![ChartLayout](../../../images/img22017.png) - -To enter the chart title, right-click the chart and select the **Change Chart Title...** item in the context menu. - -![ChangeChartTitle](../../../images/img22027.png) - -In the invoked **Change Chart Title** dialog box, enter a title and click **OK**. - -![ChangeChartTitle2](../../../images/img22028.png) - -To provide horizontal or vertical axis titles, right-click the chart and select the **Change Horizontal Axis Title...** or **Change Vertical Axis Title...** item in the context menu. Type a new title in the invoked dialog box. - -The image below shows the result. - -![ChartLayout2](../../../images/img22029.png) - -## Apply a Predefined Style -In the **Chart Styles** group of the **Design** tab, click the chart style you wish to apply. - -![ChartStyle](../../../images/img22030.png) - -The image below shows a chart with **Style 22** applied. - -![ChartStyle2](../../../images/img22031.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/changing-a-chart-type.md b/interface-elements-for-desktop/articles/spreadsheet/charting/changing-a-chart-type.md deleted file mode 100644 index 2c2dfac18e..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/changing-a-chart-type.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Changing a Chart Type -author: Natalya Senichkina -legacyId: 16813 ---- -# Changing a Chart Type -The **Spreadsheet** allows you to change the type of the existing chart. To do this, click the chart to display the **Chart Tools** contextual tab. - -Click the **Change Chart Type** button in the **Type** group within the **Design** tab... - -![ChangeChartType](../../../images/img22020.png) - -... or right-click the chart and select the **Change Chart Type...** item in the context menu. - -![ChangeChartType2](../../../images/img22021.png) - -In the invoked **Change Chart Type** dialog, select a new chart type and click **OK**. - -![ChangeChartTypeDialog](../../../images/img22024.png) - -The following image illustrates the chart with the **Radar with Markers** chart type applied. - -![RadarChartExample](../../../images/img22025.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/charting-overview.md b/interface-elements-for-desktop/articles/spreadsheet/charting/charting-overview.md deleted file mode 100644 index 5023c7e138..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/charting-overview.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Charting Overview -author: Natalya Senichkina -legacyId: 16811 ---- -# Charting Overview -The **Spreadsheet** provides the capability to summarize worksheet data visually using a variety of **charts**. Charts display data series visually to make data interpretation easier, and show the relationship between different data series. To create a chart, click the chart type you wish to insert in the **Charts** group within the **Insert** tab. - -![RibbonChartsGroup](../../../images/img21977.png) - -The following chart types are currently available in the **Spreadsheet**: -* **Column Charts** - - Column charts are used to display series as sets of vertical bars (or columns) that are grouped by category. The bar lengths are proportional to the values that they represent. Column charts are typically used to compare values in different categories. Some column graphs display series as individual columns, grouped by category, and others show columns divided into subparts to show a cumulative effect (stacked column graphs). You can select column charts of different shapes, such as cylinder, cone or pyramid. - - ![ColumnChartsExample](../../../images/img22004.png) -* **Line Charts** - - Line charts display information as a series of data points connected by line segments. This chart type is useful when you need to show trends for several series on the same diagram, and to compare values of several series for the same point argument. - - ![LineChartsExample](../../../images/img22001.png) -* **Pie Charts** - - Pie and doughnut charts are used to compare the percentage values of different point arguments in the same series. These charts may be useful to determine which point value is the most significant, or which values in the point series are the most significant. A doughnut chart is functionally identical to a pie chart. The main difference is the shape of the doughnut chart, and that it can contain more than one data series. - - ![PieChartsExample](../../../images/img22002.png) -* **Bar Charts** - - Bar charts are identical to column charts with one exception: bar charts use horizontal bars instead of vertical bars to compare values across categories. Some bar graphs display series as individual bars grouped by category, and others show bars divided into subparts to show a cumulative effect (stacked bar graphs). You can select bar charts of different shapes, such as cylinder, cone or pyramid. - - ![BarChartsExample](../../../images/img22003.png) -* **Area Charts** - - Area charts display series as filled areas in a diagram, with each data point displayed as a peak or valley in the area. This chart type is useful when you need to show trends for several series on the same diagram, and also show the relationship of the parts to the whole. The area chart is based on the line chart, with the area below the plotted line filled with color. - - ![AreaChartsExample](../../../images/img22005.png) -* **Scatter Charts** - - Scatter charts are used to plot data points on the horizontal and vertical axis to show the relationship between two sets of data. This chart type combines data values into single data points and displays them in uneven intervals (or clusters). - - Bubble charts allow you to visually represent data that has a third dimension, expressed in the bubble's size. You map two dimensions along the horizontal and vertical axes, and then the third dimension is displayed as a filled circle at the data point. - - ![ScatterChartsExample](../../../images/img22007.png) -* **Stock Charts** - - Stock charts are used to show variation in stock prices over the course of a day. In the **High-Low-Close** chart type, the **High** and **Low** prices are represented by the top and bottom values of the vertical line that is shown at each point, and the **Close** prices are represented by the right tick marks. In the **Open-High-Low-Close** chart type, the **High** and **Low** prices are shown in the same way as in the **High-Low-Close** charts, but the **Open** and **Close** prices are represented by the bottom and top borders of a rectangle. If the stock closes higher than its opening price, the rectangle is hollow. And if the stock closes lower than its opening price, the rectangle is filled. - - ![StockPricesExample](../../../images/img22006.png) -* **Radar Charts** - - Radar charts are used when it is necessary to display series as an area on a circular grid that has multiple axes along which data can be plotted, so values are shown relative to a center point. - - ![RadarChartsExample](../../../images/img22000.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart-sheet.md b/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart-sheet.md deleted file mode 100644 index ae09fefdac..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart-sheet.md +++ /dev/null @@ -1,78 +0,0 @@ ---- -title: Creating a Chart Sheet -author: Natalya Senichkina ---- - -# Creating a Chart Sheet -The **Spreadsheet** allows you to create two chart types: an [embedded chart](creating-a-chart.md) inserted into an existing worksheet and a standalone chart placed on a separate sheet in a workbook - a *chart sheet*. Chart sheets are useful when you need to show or print a chart on a page without any worksheet data. - -Select the action you wish to perform: - -* [Insert a New Chart Sheet](#newchartsheet) -* [Move an Existing Chart to a Chart Sheet](#movetochartsheet) -* [Remove a Chart Sheet](#removechartsheet) - -## Insert a New Chart Sheet -1. On the **Sheet** tab bar, right-click an existing worksheet's tab and select **Insert...** in the context menu. - - ![Spreadsheet-Context_Menu_Insert](../../../images/spreadsheet-context-menu-insert-command.png) - -2. Select **Chart** in the invoked dialog and click **OK**. - - ![Spreadsheet_Insert_Dialog](../../../images/spreadsheet-insert-dialog.png) - - As a result, an empty chart sheet with a default name is added to the document. - -3. Select the chart data by clicking **Select Data** in the **Data** group, on the **Chart Tools** | **Design** tab... - - ![Spreadsheet_Ribbon_Select_Data](../../../images/spreadsheet-ribbon-select-data.png) - - ... or by right-clicking an empty chart area and clicking **Select Data...** in the context menu. - - ![Spreadsheet_Select_Data_Context_Menu](../../../images/spreadsheet-select-data-context-menu.png) - -4. In the invoked **Select Data Source** dialog, enter a reference to the cell range containing the chart data. You can use the **Collapse Dialog** button ![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png) to select this range directly in a worksheet. - - ![Spreadsheet_Select_Data_Source_Dialog](../../../images/spreadsheet-select-data-source-dialog.png) - - The **Spreadsheet** creates a clustered column chart by default. - -5. To change the default chart type, click **Change Chart Type** in the **Type** group, on the **Chart Tools** | **Design** tab... - - ![Spreadsheet_Ribbon_Change_Chart_Type](../../../images/spreadsheet-ribbon-change-chart-type.png) - - ... or right-click a chart and select **Change Chart Type...** in the context menu. - - ![Spreadsheet_Change_Chart_Type_Context_Menu](../../../images/spreadsheet-change-chart-type-context-menu.png) - -6. In the invoked **Change Chart Type** dialog, select a new chart type and click **OK**. - - ![Spreadsheet_Change_Chart_Type_Dialog](../../../images/spreadsheet-change-chart-type-dialog.png) - -Use other options on the **Chart Tools** contextual tab to fine-tune chart settings like applying a [chart style](applying-a-predefined-chart-layout-and-style.md) and adjusting the [chart's layout](applying-a-predefined-chart-layout-and-style.md). - -## Move an Existing Chart to a Chart Sheet -To move an existing chart from a worksheet to a separate chart sheet, follow the steps below: - -1. Click **Move Chart** in the **Location** group, on the **Chart Tools** | **Design** tab... - - ![Spreadsheet_Ribbon_Move_Chart](../../../images/spreadsheet-ribbon-move-chart.png) - - ... or right-click the chart and select **Move Chart...** in the context menu. - - ![Spreadsheet_Move_Chart_Context_Menu](../../../images/spreadsheet-move-chart-context-menu.png) - -2. In the invoked dialog, select **New Sheet** and then enter a chart sheet name. Click **OK** to create a chart sheet with the specified chart. - - ![Spreadsheet_Move_Chart_New_Sheet_Option](../../../images/spreadsheet-move-chart-new-sheet-option.png) - -## Remove a Chart Sheet -To delete a chart sheet, right-click its tab on the **Sheet** tab bar, and then click **Delete** in the context menu. - -![Spreadsheet_Context_Menu_Delete_Command](../../../images/spreadsheet-context-menu-delete-command.png) - -If you want to preserve a chart located on a chart sheet, you can move the chart back to the worksheet containing the source data or place it on another worksheet. Click **Move Chart** in the **Location** group, on the **Chart Tools** | **Design** tab to invoke the **Move Chart** dialog. Select the necessary worksheet from the **Object in** list and click **OK**. - -![Spreadsheet_Move_Chart_Object_In_Option](../../../images/spreadsheet-move-chart-object-in-option.png) - -As a result, the **Spreadsheet** removes the chart sheet and moves its chart to the specified worksheet. You can change the chart's location and resize it. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart.md b/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart.md deleted file mode 100644 index 1ce0e2487d..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/creating-a-chart.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Creating a Chart -author: Natalya Senichkina -legacyId: 16812 ---- -# Creating a Chart -The **Spreadsheet** allows you to create charts quickly using the **Charts** group of the **Insert** tab. - -To create a chart, select the table that contains the data you wish to use for the chart. Note that the **Spreadsheet** only allows you to create charts for data series representing a contiguous cell range. - -![CreateLineChartExample](../../../images/img22013.png) - -In the **Charts** group within the **Insert** tab, select the required chart type. In the example below, a line chart is created. To insert a line chart, click the **Line** button, and then select the **Line with Markers** chart subtype. - -![CreateLineChartExample2](../../../images/img22014.png) - -The chart is added to the worksheet. You can move the chart to the desired location and resize it for a better fit. - -![CreateLineChartExample3](../../../images/img22015.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/charting/modifying-a-chart-manually.md b/interface-elements-for-desktop/articles/spreadsheet/charting/modifying-a-chart-manually.md deleted file mode 100644 index 02426ac9ab..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/charting/modifying-a-chart-manually.md +++ /dev/null @@ -1,62 +0,0 @@ ---- -title: Modifying a Chart Manually -author: Natalya Senichkina -legacyId: 16815 ---- -# Modifying a Chart Manually -After you create a chart, you can choose whether to apply one of the [predefined chart layouts](applying-a-predefined-chart-layout-and-style.md) or specify your own layout. The **Spreadsheet** provides the capability to [add axis titles](#axis) and [chart titles](#titles), [show the chart legend](#legend), [display gridlines](#gridlines) and [data labels](#labels), etc. - -To modify a chart, click it to display the **Chart Tools** contextual tab. - -## Add a Chart Title -To add a title to your chart, click the **Chart Title** button in the **Labels** group within the **Layout** tab, and then select where to position the chart title. For example, click the **Above Chart** button to display the title at the top of the chart. - -![ChartTitleButton](../../../images/img22044.png) - -The image below illustrates the result. - -![ChartTitleInChart](../../../images/img22045.png) - -To change the default text in the title, right-click the chart and select the **Change Chart Title...** item in the context menu. Specify a new chart title in the invoked **Change Chart Title** dialog box. - -![ChangeChartTitle2](../../../images/img22028.png) - -## Add Axis Titles -To display horizontal and vertical axis titles, click the **Axis Titles** button in the **Labels** group within the **Layout** tab and do the following. -* To add a horizontal axis title, select the **Primary Horizontal Axis Title** item, and then click the **Title Below Axis** button. - - ![HorizontalAxisTitle](../../../images/img22047.png) -* To add a vertical axis title, select the **Primary Vertical Axis Title** item, and then select the type of axis title (rotated, vertical or horizontal) you wish to display. - - ![VerticalAxisTitle](../../../images/img22046.png) - -To change the default text in the axis title, right-click the chart and select the **Change Horizontal Axis Title...** or **Change Vertical Axis Title...** item in the context menu. Type a new title in the invoked dialog box. - -![ChangeVerticalAxisTitleDialog](../../../images/img22049.png) - -## Add a Chart Legend -To add a legend to the chart, click the **Legend** button in the **Labels** group within the **Layout** tab, and then select where to position the legend. - -![LegendButton](../../../images/img22050.png) - -For example, click the **Show Legend at Top** button to display the legend above the plot area. - -![ChartWithLegendAbove](../../../images/img22051.png) - -## Display Data Labels -To display data values on the chart, click the **Data Labels** button in the **Labels** group within the **Layout** tab, and then select where to position the data labels. - -![DataLabelsButton](../../../images/img22052.png) - -## Add Gridlines -To display chart gridlines, click the **Gridlines** button in the **Axes** group within the **Layout** tab and do one of the following: -* To add horizontal gridlines, select the **Primary Horizontal Gridlines** item, and then select the type of gridlines you wish to display. - - ![HorizontalGridlines](../../../images/img22054.png) -* To add vertical gridlines, select the **Primary Vertical Gridlines** item, and then select the type of gridlines you wish to display. - - ![VerticalGriedlines](../../../images/img22053.png) - -A chart with horizontal and vertical gridlines is shown below. - -![ChartWithGridlines](../../../images/img22055.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/insert-and-delete-columns-and-rows.md b/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/insert-and-delete-columns-and-rows.md deleted file mode 100644 index bdd2c8ec62..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/insert-and-delete-columns-and-rows.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Insert and Delete Columns and Rows -author: Natalya Senichkina -legacyId: 15743 ---- -# Insert and Delete Columns and Rows -The **Spreadsheet** provides the capability to insert and delete columns and rows in a worksheet. - -## Insert Rows -1. To insert a single row, [select](../editing-cells/select-cells-or-cell-content.md) the entire row by clicking the row heading, or click a cell in the row above the position in which you wish to insert a new row. To insert multiple rows, [select](../editing-cells/select-cells-or-cell-content.md) the number of rows you wish to insert. For example, if you wish to insert three rows, select three rows by clicking the row headings. -2. Do one of the following. - * In the **Cells** group within the **Home** tab, click the **Insert** button and select the **Insert Sheet Rows** item from the drop-down list. - - ![InsertSheetRows.png](../../../images/img21172.png) - * Right-click a cell within the selected row(s) and click the **Insert** item in the invoked menu. The new row(s) will be inserted above the selected row(s). - - ![InsertRow.png](../../../images/img21174.png) - -## Insert Columns -1. To insert a single column, [select](../editing-cells/select-cells-or-cell-content.md) the entire column by clicking the column heading, or by clicking a cell in the column to the left of where the new column will be inserted. To insert multiple columns, [select](../editing-cells/select-cells-or-cell-content.md) the number of columns you wish to insert. For example, to insert three columns, select three columns by clicking column headings. -2. Do one of the following: - * In the **Cells** group within the **Home** tab, click the **Insert** button and select the **Insert Sheet Columns** item from the drop-down list. - - ![InsertSheetColumns.png](../../../images/img21175.png) - * Right-click a cell within the selected column(s) and click the **Insert** item in the invoked menu. The new column(s) will be inserted to the left of the selected column(s). - - ![InsertColumn.png](../../../images/img21176.png) - -## Delete Rows and Columns -1. Select the column(s) or row(s) you wish to delete by clicking its heading. -2. Do one of the following. - * In the **Cells** group within the **Home** tab, click the **Delete** button and select the **Delete Sheet Rows** or **Delete Sheet Columns** item from the drop-down list. - - ![DeleteSheetRows.png](../../../images/img21173.png) - * Right-click a cell within the selected column(s) or row(s), and then click the **Delete** item in the invoked menu. The specified column(s) or row(s) will be deleted. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md b/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md deleted file mode 100644 index bf5926010c..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Show and Hide Columns and Rows -author: Natalya Senichkina -legacyId: 15783 ---- -# Show and Hide Columns and Rows -The **Spreadsheet** provides the capability to display and hide columns and rows in a worksheet. - -## Hide and Unhide Columns -1. [Select](../editing-cells/select-cells-or-cell-content.md) the column to be hidden. -2. Do one of the following: - * Set the column width to zero. To do this, drag the boundary of the column heading until the column is hidden; - * On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Columns**; - - ![HideColumns.png](../../../images/img21241.png) - * Right-click the selected column and select the **Hide** item from the context menu. -3. To show the column you hid, select the columns adjoining to either side of the hidden column, and then do one of the following: - * On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Columns**; - * Right-click the selected columns and select the **Unhide** item from the context menu. - - ![UnhideColumn.png](../../../images/img21245.png) - -## Hide and Unhide Rows -1. Select the row to be hidden. -2. Do one of the following: - * Set the row height to zero. To do this, drag the boundary of the row heading until the row is not displayed; - * On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Rows**; - - ![HideRows.png](../../../images/img21246.png) - * Right-click the selected row and select the **Hide** item from the context menu. -3. To display the row you hid, select the rows that are above and below the hidden row, and then do one of the following: - * On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Rows**; - * Right-click the selected rows and select the **Unhide** item from the context menu; - - ![UnhideRow.png](../../../images/img21247.png) - -## Display all hidden columns and rows -1. Click the **Select all** button at the intersection of the column and row headings, or press **CTRL+A**. -2. Do one of the following: - * On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Rows** or **Unhide Columns**; - * Right-click the selection and select the **Unhide** item from the context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md b/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md deleted file mode 100644 index 0ec300a85b..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Specify Column Width and Row Height -author: Natalya Senichkina -legacyId: 15784 ---- -# Specify Column Width and Row Height -## Setting the column width -In the **Spreadsheet**, the column width can vary from 0 to 255 characters of the default font specified by the predefined _Normal_ style. The default column width is 8.43 characters. If you set the column width to 0, the column will be hidden. - -To change the column width, do one of the following. -1. Drag the right boundary of the column header to resize a column’s width. To set the width of multiple columns, select these columns, and then drag the right boundary of one of the selected columns. -2. To set the column width to a specific value, select the column whose width you wish to change, and on the **Home** tab, in the **Cells** group, click **Format** | **Column Width...** - - Type the required width value in the invoked **Column Width** dialog. - - ![Spreadsheet_ColumnWidthDialog](../../../images/img121224.png) -3. To change the column width to automatically fit the contents, select the column and do one of the following. - * On the **Home** tab in the **Cells** group, click the **Format** button and select the **AutoFit Column Width** item from the drop-down list. - - ![AutoFitColumnWidth.png](../../../images/img21248.png) - * Double-click the right boundary of the selected column. -4. To match one column’s width to another column, do the following. - * Select the column whose width you want to copy. - * On the **Home** tab, in the **Clipboard** group, click the **Copy** button or press CTRL+C. - * Click the cell in the column that is to be resized, and then click the **Paste Special** button in the **Clipboard** group. In the **Paste Special** dialog box that is invoked, select the **Column widths** item. - - ![PasteSpecialColumnWidths.png](../../../images/img21250.png) -5. To change the default width for all columns in a worksheet, on the **Home** tab in the **Cells** group, click the **Format** button and select the **Default Width...** item from the drop-down list. - - In the invoked **Standard Width** dialog, type a new number for the default column width. - - ![Spreadsheet_StandardWidthDialog](../../../images/img121230.png) - -## Set the row height -In the **Spreadsheet**, the row height should be between 0 and 409 points. The default row height is 12.75 points. If you set the row height to 0, the row is hidden. - -To change the row height, do one of the following. -1. Drag the lower boundary of the row header until the row reaches your desired height. To set the height of multiple rows, select them, and then drag the lower boundary of any selected row. -2. To set the row height to a specific value, select the row whose height you wish to change, and on the **Home** tab in the **Cells** group, click **Format** | **Row Height...** - - Type the required height value in the invoked **Row Height** dialog. - - ![Spreadsheet_RowHeightDialog](../../../images/img121226.png) -3. To change the row height to automatically fit the contents, select the row and do one of the following. - * On the **Home** tab in the **Cells** group, click the **Format** button and select the **AutoFit Row Height** item from the drop-down list. - - ![AutoFitRowHeight.png](../../../images/img21249.png) - * Double-click the lower boundary of the selected row. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/filter-data.md b/interface-elements-for-desktop/articles/spreadsheet/data-presentation/filter-data.md deleted file mode 100644 index e6b32d5f2e..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/filter-data.md +++ /dev/null @@ -1,115 +0,0 @@ ---- -title: Filter Data -author: Natalya Senichkina -legacyId: 17910 ---- -# Filter Data - -The **Spreadsheet** allows you to use the AutoFilter to arrange large amounts of data by displaying only rows that meet the filtering criteria. - -To enable the filtering functionality, select the required data, and on the **Data** tab, in the **Sort & Filter** group, click the **Filter** button. - -![Spreadsheet_FilterCommand](../../../images/img25515.png) - -Once filtering is activated, a drop-down arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) appears on the right side of each column header in the range. Depending on the data in the column you wish to filter, you can apply one of the following filters: Filter by Values, Text Filter, Number Filter or Date Filter. - -> [!NOTE] -> You can filter your data by multiple columns. Filters are **additive**: each new filter is applied in addition to the existing filters and further reduces your data. - -* [Filter by Values](#filter-by-values) -* [Text Filter](#text-filter) -* [Number Filter](#number-filter) -* [Date and Time Filter](#date-and-time-filter) -* [Reapply a Filter](#reapply-a-filter) -* [Clear a Filter](#clear-a-filter) - -## Filter by Values - -To filter your data by a list of values, do the following. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column containing the values you wish to filter. -2. In the drop-down menu, select the **Filter by Values** item to invoke the **AutoFilter** dialog. - - ![Spreadsheet_ApplyFilterByValues](../../../images/img25625.png) -3. The **AutoFilter** dialog displays a list of all values in the selected column. Click the **Uncheck All** button to deselect the values. Then, select the check boxes for the items you wish to display, and click **OK**. - - ![Spreadsheet_AutoFilterDialog](../../../images/img25626.png) - -## Text Filter - -To apply the text filter, do the following. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column containing text values you wish to filter. -2. Point to **Text Filters** and select one of the built-in comparison operators, or select **Custom Filter** to construct your own filter expression. - - ![Spreadsheet_ApplyTextFilter](../../../images/img25591.png) -3. In the invoked **Custom AutoFilter** dialog specify the filter criterion. - - ![Spreadsheet_CustomTextFilter](../../../images/img25592.png) - - You can also specify the additional filter criterion using the **AND** or **OR** logical operator to combine the conditions. - - To make your filter criterion more flexible, use the **wildcard characters**. The asterisk ***** matches any number of characters, while the question mark **?** stands for a single character. For example, to display all the values that start with the letter "**C**", you can either use the **Begins With** operator as shown in the image above, or select the **Equals** operator and type "**C***" in the box on the right. - - > [!TIP] - > To filter values containing a specific character, such as the asterisk, question mark or tilde, put the tilde (~) before it. - -## Number Filter - -To apply the number filter, do the following. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column containing numeric values you wish to filter. -2. Point to **Number Filters** and select one of the built-in comparison operators (**Equals**, **Greater Than**, **Less Than**, **Between**, **Top 10**, **Above** or **Below Average**, etc.), or select **Custom Filter** to construct your own filter expression. - - ![Spreadsheet_ApplyNumberFilter](../../../images/img25564.png) -3. In the invoked **Custom AutoFilter** dialog specify the filter criterion. - - ![Spreadsheet_CustomNumberFilter](../../../images/img25565.png) - - You can also specify the additional filter criterion using the **AND** or **OR** logical operator to combine the conditions. - -## Date and Time Filter - -To apply the date filter, do the following. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column containing dates you wish to filter. -2. Point to **Date Filters** and select one of the built-in dynamic filter types to display dates that fall within a specified time period (next, this or last week, month, year, etc.). - - ![Spreadsheet_DynamicDateFilter](../../../images/img25646.png) - -3. Alternatively, select the **Before**, **After**, **Equals** or **Between** item to invoke the **Custom AutoFilter** dialog. Find dates that are before, after or equal to the specified date, or between two dates. - - ![Spreadsheet_CustomDateFilter](../../../images/img25635.png) - -## Color Filter - -If cells in the selected column use different styles, the **Filter by Color** option is available. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column containing dates you wish to filter. -2. Choose **Cell colors…** to apply a background color or pattern filter, and **Font colors…** to apply a font filter. - ![Spreadsheet winforms apply color filter](../../../images/spreadsheet_applycolorfilter.png) -3. When you select the required option, a dialog with available colors appears. Select the target color and click **OK**. - ![spreadsheet winforms color filter dialog](../../../images/spreadsheetcontrol_filter-color-dialog.png) - -## Reapply a Filter - -To reapply a filter after you change your data, do the following: - -1. Click a cell in the range or table to which the filter is applied. -2. On the **Data** tab, in the **Sort & Filter** group, click the **Reapply** button. - -![Spreadsheet_ReapplyFilter](../../../images/img25637.png) - -## Clear a Filter - -You can remove a filter from a column or remove all filters. - -To remove a filter from a specific column, click the **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) in the column header, and then select the **Clear Filter From 'Column Name'** item in the drop-down menu. - -![Spreadsheet_ClearFilterForColumn](../../../images/img25633.png) - -To clear all the specified filters and display the hidden rows, on the **Data** tab, in the **Sort & Filter** group, click the **Clear** button. - -![Spreadsheet_ClearFilterButton](../../../images/img25634.png) - -To disable the filtering functionality, click a cell in the range or table, and then on the **Data** tab, in the **Sort & Filter** group, click the **Filter** button. The drop-down arrows disappear from the column headers and all the specified filters are removed. diff --git a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/outline-data.md b/interface-elements-for-desktop/articles/spreadsheet/data-presentation/outline-data.md deleted file mode 100644 index e84633bd32..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/outline-data.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Outline Data -author: Natalya Senichkina -legacyId: 17908 ---- -# Outline Data -The **Spreadsheet** provides you with the capability to split a large amount of data into separate groups and display summary rows and columns for each group. Data grouping is useful when you wish to temporally hide unnecessary rows or columns to display only significant information. - -Select the action you wish to perform. -* [Group Rows and Columns](#groupmanually) -* [Outline Data Automatically](#groupautomatically) -* [Expand or Collapse Groups](#collapsegroup) -* [Specify Group Settings](#groupsettings) - -## Group Rows and Columns -* To **group** data in a worksheet, do the following. - 1. Select the rows or columns you wish to group. - 2. On the **Data** tab, in the **Outline** group, click the **Group** button, and select the **Group** item in the button's drop-down menu... - - > [!NOTE] - > You can also place one group of rows or columns inside another. To do this, repeat the steps above until you create the required number of groups. Note that the number of nested groups is limited: you can create a maximum of **seven levels** of grouping. -* To **ungroup** data in a worksheet, do the following. - 1. Select the rows or columns you wish to ungroup. - 2. On the **Data** tab, in the **Outline** group, click the **Ungroup** button, and select the **Ungroup** item in the button's drop-down menu... - -## Outline Data Automatically -The **Spreadsheet** allows you to create an automatic outline of rows and columns based on subtotal and summary formulas contained in a worksheet. -* To **create an automatic outline**, do the following. - 1. Specify the summary rows or columns containing formulas that reference cells to be outlined. If you do not specify any summary formulas, the data will not be grouped. - 2. On the **Data** tab, in the **Outline** group, click the **Group** button, and select the **Auto Outline** item in the button's drop-down menu. - - ![Spreadsheet_OutlineCommand](../../../images/img25696.png) -* To **remove an automatic outline**, do the following. - - On the **Data** tab, in the **Outline** group, click the **Ungroup** button, and select the **Clear Outline** item in the button's drop-down menu. - - ![Spreadsheet_ClearOutlineCommand](../../../images/img25697.png) - -## Expand or Collapse Groups -* **Using the outline symbols** - - Since the group is created, it is marked by the grouping bar displayed along the grouped rows to the left side of a worksheet and along the grouped columns at the top of a worksheet. Each grouping bar is accompanied by a **plus** ![SpreadsheetControl_PlusOutlineSymbol](../../../images/img25401.png) or **minus** ![SpreadsheetControl_MinusOutlineSymbol](../../../images/img25400.png) outline symbol (depending on the group state). To collapse the required group, click the minus sign, which automatically changes into a plus sign after the group is collapsed, or just click the grouping bar itself. To expand the collapsed group, click the plus sign. - - You can also use the **Hide Detail** and **Show Detail** buttons in the **Outline** group to hide or display the detail rows and columns for a specific group. - - ![Spreadsheet_HideDetailCommand](../../../images/img25662.png) -* **Using the outline buttons** - - If your data is divided into different grouping levels , you can collapse or expand multiple groups at once using the **outline buttons** ![SpreadsheetControl_OutlineButtons](../../../images/img25399.png). The outline buttons for row grouping are displayed above the row headers, while the outline buttons for column grouping are shown to the left of the column headers. Each outline button has a number that indicates a grouping level. For example, if you have two levels of grouping, the **Spreadsheet** displays three outline buttons. Clicking outline button **1** collapses all the specified groups of rows or columns. Clicking number **2** collapses all the groups in the second grouping level and lower, except the first level. Clicking the last outline button displays the entire worksheet by expanding all the specified groups. - - Thus, to hide all detail data, click outline button **1**. To display all detail data, click the outline button with the largest number. - - The number of outline buttons changes depending on the levels of grouping created in a worksheet. The largest number is **8**, because you can create a maximum of **seven levels** of grouping. - -## Specify Group Settings -You can specify the grouping direction using the **Settings** dialog. To invoke this dialog, on the **Data** tab, click the **Outline** dialog box launcher. - -![Spreadsheet_GroupSettingsDialog](../../../images/img25691.png) - -Select the required check boxes depending on where your summary rows or columns are located. For example, if you inserted summary rows above detail rows in each group, clear the **Summary rows below detail** check box. - -In this case, the grouping bar changes direction, so that the minus outline symbol is displayed opposite the summary row at the top of the group. - -| Summary rows below detail | Summary rows above detail | -|---|---| -| ![SpreadsheetControl_SummaryBelowDetail](../../../images/img25429.png) | ![SpreadsheetControl_SummaryAboveDetail](../../../images/img25428.png) | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/sort-data.md b/interface-elements-for-desktop/articles/spreadsheet/data-presentation/sort-data.md deleted file mode 100644 index 6ee769c8c5..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/sort-data.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Sort Data -author: Natalya Senichkina -legacyId: 17911 ---- -# Sort Data - -The **Spreadsheet** allows you to sort data by text (**A to Z** or **Z to A**), numbers (**smallest to largest** or **largest to smallest**), dates and times (**oldest to newest** or **newest to oldest**), and color in one column. - -To sort data, do the following. - -1. Select a range in the column you wish to sort. - -2. On the **Data** tab, in the **Sort & Filter** group, click **Sort A to Z** to select ascending order, or click **Sort Z to A** for descending order. - - ![Spreadsheet_SortA to Z](../../../images/img25488.png) - -> [!NOTE] -> If multiple columns are selected, the range is sorted by the **first** column. - -## Sort a Table - -To sort data in a table, follow the steps below. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column by which data will be sorted. -2. In the drop-down menu, select the **Sort A to Z** item to select ascending order, or select the **Sort Z to A** item to select descending order. - - ![Spreadsheet_SortTable](../../../images/img25505.png) - -All the records in the table are reordered accordingly. The tiny arrow ![Spreadsheet_SortedArrow](../../../images/img25503.png) appears in the column header to indicate that data in the table are sorted by this column. - -> [!NOTE] -> You cannot sort a table by more than one column at a time. When you apply a new sort order, it replaces the previous one. - -## Sort Data by Color - -The **AutoFilter** menu allows a user to sort cells by color. Do the following to sort data by color. - -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the column by which to sort data. - -2. Select **Sort by Color**. You can sort data by cell background or font color. - ![spreadsheet winforms sort by color](../../../images/spreadsheetcontrol_sort-filter-menu.png) - -3. When you select the required sorting option, a dialog with available colors appears. Select the target color and click **OK**. - ![spreadsheet winforms sort by color dialog](../../../images/spreadsheetcontrol_sort-color-dialog.png) diff --git a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/subtotal-data.md b/interface-elements-for-desktop/articles/spreadsheet/data-presentation/subtotal-data.md deleted file mode 100644 index aaf541167f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/data-presentation/subtotal-data.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Subtotal Data -author: Natalya Senichkina -legacyId: 17909 ---- -# Subtotal Data -The **Spreadsheet** allows you to automatically [group](outline-data.md) related data in a worksheet and add summary rows to each group using the **SUBTOTAL** function. - -> [!IMPORTANT] -> Before subtotaling, it is necessary to ensure that the range to be subtotaled contains similar data in each column, has column headings in the first row and does not include blank rows or columns. - -To insert subtotals for the selected range, follow the steps below. -* On the **Data** tab, in the **Outline** group, click the **Subtotal** button. - - ![Spreadsheet_SubtotalCommand](../../../images/img25632.png) -* In the invoked **Subtotal** dialog, specify the required subtotal options. - - ![Spreadsheet_SubtotalDialog](../../../images/img25631.png) - * In the **At each change in** drop-down list, select the heading of the column by which the data should be grouped. Each time a value in this column changes, a new subtotal row is inserted. So [sorting](sort-data.md) your data by this column is recommended to ensure that the same column values will be in one group. - * In the **Use function** drop-down list, select one of the eleven functions available for calculating subtotals: Sum, Count, Average, Max, Min, etc. - * In the **Add subtotals to** box, select the check boxes corresponding to the columns for which the SUBTOTAL function should be calculated. - * Select the **Replace current subtotals** check box to replace the existing subtotals with the recently specified subtotals. If you wish to create more than one level of subtotals (for example, to insert subtotals for the inner groups using different summary functions), clear this check box. - * Select the **Page break between groups** check box to locate each group on a new page. It can be useful if your groups contain many detail rows and you wish to separate them while printing. - * Select the **Summary below data** check box to display a summary row below detail rows in each group. Otherwise, the summary row will be displayed at the top of the group. - -Since subtotals are specified, you can change the SUBTOTAL function directly in the cell or formula bar to ignore values in the collapsed groups. To do this, add **100** to the first numeric function's argument, which specifies the code of the function used in calculating subtotals. In this case, the hidden values in the collapsed group will not be taken into account during calculations. - -![SpreadsheetControl_ChangeSubtotalFunction](../../../images/img25442.png) - -To remove subtotals, select a cell in the subtotaled range, invoke the **Subtotal** dialog and click the **Remove All** button. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/data-validation/validate-data-in-cells.md b/interface-elements-for-desktop/articles/spreadsheet/data-validation/validate-data-in-cells.md deleted file mode 100644 index 171a4b4971..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/data-validation/validate-data-in-cells.md +++ /dev/null @@ -1,148 +0,0 @@ ---- -title: Validate Data in Cells -author: Natalya Senichkina -legacyId: 115298 ---- -# Validate Data in Cells -The **Spreadsheet** allows you to use data validation to impose restrictions on cells to prevent other users from entering incorrect values in validated cells. For example, you can create a drop-down list of allowed values, restrict the number of characters entered into a cell, validate data using spreadsheet formulas, display an error message, provide an input message explaining what values can be entered into cells, etc. - -Data validation settings are located on the **Data** tab in the **Data Tools** group. - -![Spreadsheet_DataValidation_DataToolsGroup](../../../images/img121544.png) - -To configure data validation settings, use the **Data Validation** dialog, which can be invoked by clicking the **Data Validation** button and selecting the **Data Validation** item in the drop-down menu. - -![Spreadsheet_DataValidation_DataValidationDialog](../../../images/img121546.png) - -Select the action you wish to perform. -* [Restrict data entry to predefined items from a drop-down list](#list) -* [Restrict data entry to a whole or decimal number within a specified range](#wholenumber) -* [Restrict dates and times to values within a certain time interval](#dates) -* [Limit the number of text characters](#textlength) -* [Validate data based on formulas or values in other cells](#formula) -* [Create an input message](#inputmessage) -* [Create an error message](#errormessage) -* [Circle invalid data](#circledata) -* [Remove data validation](#removevalidation) - -## Restrict Data Entry to Predefined Items from a Drop-Down List -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cell or cell range you wish to validate. -2. Invoke the [Data Validation](#dialog) dialog. -3. On the **Settings** tab, in the **Allow** list, select the **List** item. -4. Enter a reference to the list of valid entries in the **Source** box. You can use a list of comma-separated values, [define a name](../formulas/defined-names.md) for the cell range of valid entries, or [select](../editing-cells/select-cells-or-cell-content.md) this cell range directly in the worksheet by using the **Collapse Dialog** button ![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png). - - If you use a defined name or cell reference, precede it with an equal sign (=). - - ![Spreadsheet_DataValidation_List](../../../images/img121574.png) -5. Verify that the **In-cell dropdown** check box is selected to display the drop-down menu in validated cells. -6. Select or clear the **Ignore blank** check box to specify whether or not to validate cells with empty values. -7. Click **OK** to close the dialog and apply the specified validation criterion. - -As a result, the drop-down arrow appears to the right of a validated cell. Click the arrow to display the cell's drop-down list and select the required value. - -![Spreadsheet_DataValidation_ListValidation](../../../images/img121579.png) - -## Restrict Data Entry to a Whole or Decimal Number within a Specified Range -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cell or cell range you wish to validate. -2. Invoke the [Data Validation](#dialog) dialog. -3. On the **Settings** tab, in the **Allow** list, select the **Whole number** or **Decimal** item. -4. Select the desired comparison operator in the **Data** list. -5. Depending on the selected operator, enter the required threshold values in the **Minimum**, **Maximum** or **Value** boxes. Note that you can also use a formula that returns a numeric value to calculate the threshold value. If you enter a formula, start it with an equal sign (=). - - ![Spreadsheet_DataValidation_WholeNumberCriteria](../../../images/img121627.png) -6. Click **OK** to close the dialog and apply the specified validation criterion. - -## Restrict Dates and Times to Values within a Certain Time Interval -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cell or cell range you wish to validate. -2. Invoke the [Data Validation](#dialog) dialog. -3. On the **Settings** tab, in the **Allow** list, select the **Date** or **Time** item. -4. Select the desired comparison operator in the **Data** list. -5. Depending on the selected operator, provide the required values for the **Start date**, **End date** or **Date** boxes, if the **Date** option is selected (or for the **Start time**, **End time** or **Time** boxes in case of the **Time** option). Note that you can also use a formula that returns a date or time value to calculate the threshold value. If you enter a formula, start it with an equal sign (=). - - ![Spreadsheet_DataValidation_DateCriteria](../../../images/img121631.png) -6. Click **OK** to close the dialog and apply the specified validation criterion. - -## Limit the Number of Text Characters -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cell or cell range you wish to validate. -2. Invoke the [Data Validation](#dialog) dialog. -3. On the **Settings** tab, in the **Allow** list, select the **Text length** item. -4. Select the desired comparison operator in the **Data** list. -5. Depending on the selected operator, enter the minimum, maximum, or particular text length in the **Minimum**, **Maximum** or **Length** boxes, respectively. Note that you can also use a formula that returns a numeric value to specify the allowable text length. If you enter a formula, start it with an equal sign (=). - - ![Spreadsheet_DataValidation_TextLengthCriteria](../../../images/img121632.png) -6. Click **OK** to close the dialog and apply the specified validation criterion. - -## Validate Data Based on Formulas or Values in Other Cells -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cell or cell range you wish to validate. -2. Invoke the [Data Validation](#dialog) dialog. -3. On the **Settings** tab, in the **Allow** list, select the **Custom** item. -4. In the **Formula** box, enter a [formula](../formulas/create-a-simple-formula.md) you wish to use as a validation criterion. Note that this formula should return a logical value: TRUE for valid values and FALSE for incorrect values. Your formula may also contain [cell references](../formulas/cell-references.md), so that you can calculate the allowable values based on the content of other cells. - - For example, to restrict data entry for an Employee ID to a five-digit number, use the following formula: **=AND(ISNUMBER(B3),LEN(B3)=5)**. - - ![Spreadsheet_DataValidation_FormulaCriteria](../../../images/img121633.png) -5. Click **OK** to close the dialog and apply the specified validation criterion. - -## Create an Input Message -Once you apply data validation to cells, you can create an _input message_, which represents a descriptive message explaining what values can be entered into validated cells. Each time a validated cell is selected, a yellow text box appears near the cell displaying the input message. - -![Spreadsheet_DataValidation_InputMessage](../../../images/img121611.png) - -To create an input message, do the following. -1. Invoke the [Data Validation](#dialog) dialog. -2. Switch to the **Input Message** tab. -3. Verify that the **Show input message when cell is selected** check box is selected. -4. Specify the message title in the **Title** box, and enter the detailed message text in the **Input Message** box. - - ![Spreadsheet_DataValidation_InputMessageTab](../../../images/img121612.png) -5. Click **OK** to close the dialog and add the specified input message to validated cells. - -## Create an Error Message -In addition to an [input message](#inputmessage), you can also specify an error message that will be displayed when a user enters an incorrect value into a validated cell. - -![Spreadsheet_DataValidation_ErrorAlertWindow](../../../images/img121616.png) - -There are three types of error messages. -* **Stop** - specifies that users are not allowed to enter invalid data in a validated cell. The **Stop** message contains two buttons: the **Retry** button enables users to edit the invalid entry, while the **Cancel** button rejects it and rolls back to the previous cell value. -* **Warning** - allows users to enter an incorrect value in a validated cell, but warns them that the specified value is invalid. The **Warning** message contains three buttons: clicking **Yes** allows users to accept the invalid value, **No** enables them to edit the invalid entry, and **Cancel** rolls back to the previous cell value. -* **Information** - informs users that they entered an incorrect value and allows them to accept this value by clicking **OK**, or reject it by clicking **Cancel**. - -Unless you specify the error message, the **Spreadsheet** will use the **Stop** error alert with the default text. To customize the error text and provide other users with a more informative message, do the following. -1. Invoke the [Data Validation](#dialog) dialog. -2. Switch to the **Error Alert** tab. -3. Verify that the **Show error alert after invalid data is entered** check box is selected. -4. Select the type of the error message in the **Style** list. -5. Specify the caption for the error alert window in the **Title** box, and enter the error description in the **Error Message** box. - - ![Spreadsheet_DataValidation_ErrorAlertTab](../../../images/img121610.png) -6. Click **OK** to close the dialog. - -Note that if you use error messages that do not prevent the entry of incorrect values (**Warning** or **Information**), you can identify invalid data in your document by displaying [validation circles](#circledata). - -## Circle Invalid Data -The **Spreadsheet** allows you to highlight invalid values entered into validated cells. To do this, on the **Data** tab, in the **Data Tools** group, click **Data Validation** | **Circle Invalid Data**. - -![Spreadsheet_DataValidation_CircleInvalidData](../../../images/img121551.png) - -As a result, red circles will appear around cells containing incorrect values. - -![Spreadsheet_DataValidation_InvalidData](../../../images/img121552.png) - -Once you identified invalid values, you can hide validation circles again. Do one of the following. -* Enter a value that meets the validation criterion in the cell. In this case, the validation circle will disappear automatically. -* On the **Data** tab, in the **Data Tools** group, click **Data Validation** | **Clear Validation Circles**. - -## Remove Data Validation -To remove data validation criteria, perform the steps below. -1. [Select ](../editing-cells/select-cells-or-cell-content.md) the cells which you wish to stop validating. - - > [!TIP] - > To quickly select all cells to which data validation is applied, on the **Home** tab, in the **Editing** group, click **Find & Select** | **Data Validation**. -2. Invoke the [Data Validation](#dialog) dialog. -3. Do one of the following. - * If you are prompted to erase current validation settings and continue, click **OK**, and then click **OK** in the invoked **Data Validation** dialog. - - ![Spreadsheet_DataValidation_EraseCurrentSettings](../../../images/img121586.png) - * In the invoked **Data Validation** dialog, on the **Settings** tab, click the **Clear All** button. - - ![Spreadsheet_DataValidation_ClearAll](../../../images/img121584.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md deleted file mode 100644 index 20ed76f971..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Copy and Paste Cell Content -author: Natalya Senichkina -legacyId: 15728 ---- -# Copy and Paste Cell Content -The **Spreadsheet** allows you to copy and paste entire cells, or only their contents, using the Clipboard. - -To move or copy cell content, follow the steps below. -1. [Select](select-cells-or-cell-content.md) the cells that you wish to move or copy. -2. In the **Clipboard** group within the **Home** tab, do one of the following. - * To move the selected cells, click the **Cut** button (or press **CTRL+X** or **SHIFT+DELETE**). - - ![CutCommand.png](../../../images/img21133.png) - * To copy the selected cells, click the **Copy** button (or press **CTRL+C** or **CTRL+INSERT**). - - ![CopyCommand.png](../../../images/img21132.png) -3. Click the upper-left cell in the area where you wish to paste the copied cells. -4. In the **Clipboard** group within the **Home** tab , click the **Paste** button (or press **CTRL+V** or **SHIFT+INSERT**). - - ![PasteCommand.png](../../../images/img21134.png) - - To choose special options when you paste cells, in the **Clipboard** group within the **Home** tab, click the **Paste Special** button (or press **CTRL+ALT+V**). - - ![PasteSpecialCommand.png](../../../images/img21135.png) - - In the invoked **Paste Special** dialog box, select one of the following options. - * **All** - paste all cell content and formatting. - * **Formulas** - only paste formulas, as entered in the **Formula Bar**. - * **Values** - only paste cell values. - * **Formats** - only paste cell formatting. - * **Comments** - only paste the comments added to the cells. - * **All except borders** - paste cell content and formatting without cell borders. - * **Column widths** - paste the column widths of the copied cells to another range of columns. - * **Formulas and number formats** - only paste formulas and number formatting options from the copied cells. - * **Values and number formats** - only paste values and number formatting options from the copied cells. - * **Skip blanks** - avoid replacing values in the paste area when the copy area includes blank cells. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/fill-data-automatically.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/fill-data-automatically.md deleted file mode 100644 index 4934aa406f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/fill-data-automatically.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Fill Data Automatically -author: Natalya Senichkina -legacyId: 15780 ---- -# Fill Data Automatically -The **Spreadsheet** provides the capability to fill adjacent cells with data automatically. - -To fill a selected cell or a range of cells with the data contained in adjacent cells, do the following. -1. [Select](select-cells-or-cell-content.md) the cell (or range of cells) adjacent to the cell (or range of cells) of the data you wish to repeat. -2. In the **Editing** group within the **Home** tab, click the **Fill** button and select one of the following items from the drop-down list. - - ![FillAuto.png](../../../images/img21226.png) - * **Fill Down** (or press **CTRL+D**) - pastes the contents of the cell that is above the selected cell, or pastes the contents of the topmost cell in the selected range to the cells below. - * **Fill Up** - pastes the contents of the cell below the selected cell, or pastes the contents of the lowermost cell in the selected range to the cells above. - * **Fill Right** (or press **CTRL+R**) - pastes the contents of the cell or cell range to the left of the selected cell(s). - * **Fill Left** - pastes the contents of the cell or cell range to the right of the selected cell(s). \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/find-and-replace.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/find-and-replace.md deleted file mode 100644 index 46af9949e6..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/find-and-replace.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Find and Replace -author: Natalya Senichkina -legacyId: 17273 ---- -# Find and Replace -The **Spreadsheet** allows you to search for specific data in the current worksheet. To perform a search, on the **Home** tab, in the **Editing** group, click the **Find & Select** button. The button's drop-down menu will be displayed. - -![FindAndSelectButton](../../../images/img23391.png) - -Next, do one of the following. -* Click **Find** in the **Find & Select** drop-down menu (or press **CTRL**+**F**) to perform a search in the active worksheet. The **Find and Replace** dialog (with the **Find** tab activated) will be invoked. - - ![SpreadsheetControl_FindDialog](../../../images/img23390.png) - - In the **Find what** field, enter the text or number you wish to find, and click the **Find Next** button to start the search. To define the direction of the search, in the **Search** field, select the **By Rows** or **By Columns** drop-down item. In the **Look in** field, select **Values** (to search cell values only) or **Formulas** (to search cell values and formula expressions, excluding the calculated results). To perform a case-sensitive search, select the **Match Case** check box. To restrict the search to the entire cell content, select the **Match entire cell contents** check box. -* Click **Replace** in the **Find & Select** drop-down menu (or press **CTRL**+**H**) to search for a text string and optionally replace it with another value. The **Find and Replace** dialog (with the **Replace** tab activated) will be invoked. - - ![SpreadsheetControl_ReplaceDialog](../../../images/img23392.png) - - To replace a value, enter the search term in the **Find what** field and the replacement text for this search term in the **Replace with** field, and then click the **Find Next** button to find the first occurrence of the search term. Next, click the **Replace** button to replace only the value of the selected matching cell, or **Replace All** to replace all occurrences of the search term. Note that the **Replace** tab provides the same search options as the **Find** tab, with one exception: you can only select the **Formulas** drop-down item in the **Look in** box, so only the underlying formulas (not the calculated results) will be examined when searching for matches to your search term. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-comment.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-comment.md deleted file mode 100644 index 9a54f68102..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-comment.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Insert a Comment -author: Natalya Senichkina -legacyId: 17895 ---- -# Insert a Comment -The **Spreadsheet** allows you to attach notes to individual cells by using **comments**. Comments are extremely useful when you need to provide additional information, such as reminders, notifications, or feedback in a document without modifying cell content. - -Comments are displayed in a yellow box anchored to a cell. A cell containing a comment has a red triangular indicator in the corner. - -![SpreadsheetControl_CommentCommonAppearance](../../../images/img24520.png) - -You can [add](#addcomment) new comments, [edit](#editcomment) existing comments, [copy](#copycomment) comments to other cells, [move and resize](#movecomment) the comment box, [hide](#hidecomment) or [delete](#deletecomment) comments if they are no longer needed. - -## Add a Comment -To insert a new comment, select the cell where you wish to place the comment, and do one of the following. -* On the **Review** tab, in the **Comments** group, click the **New Comment** button. - - ![Spreadsheet_InsertComment](../../../images/img24775.png) -* Right-click the cell and select the **Insert Comment** item in the context menu. - - ![Spreadsheet_InsertCommentContextMenu](../../../images/img25486.png) -* Press **SHIFT**+**F2**. - -The new comment will be anchored to the cell. Type the desired text within the comment box. By default, the comment is accompanied by the user name of the person who created the comment. If you wish to change the default name, delete it and type a new name. - -## Edit a Comment -1. Select the cell that contains the comment you wish to edit. -2. Do one of the following. - * On the **Review** tab, in the **Comments** group, click the **Edit Comment** button... - - ![Spreadsheet_EditComment](../../../images/img25485.png) - - ... or right-click the cell and select the **Edit Comment** item in the context menu. - - The comment will be activated and the cursor will be positioned within the comment box. Change the comment text as needed. - * Click inside the comment box, and start editing the comment text. - - > [!TIP] - > If the comment is hidden, click the **Show/Hide Comment** button to display the comment. - -## Copy Comments Only -1. Select the cell(s) containing the comment(s) you wish to copy. -2. On the **Home** tab, in the **Clipboard** group, click **Copy**, or press **CTRL+C**. -3. Select the top-left cell of the destination area where you wish to insert the copied comment(s). -4. On the **Home** tab, in the **Clipboard** group, click the **Paste Special** button, or press **CTRL+ALT+V**. - - ![PasteSpecialCommand.png](../../../images/img21135.png) -5. In the invoked **Paste Special** dialog, click **Comments**, and then click **OK**. - - ![Spreadsheet_PasteSpecialComments](../../../images/img25483.png) - -## Move and Resize a Comment -1. Select the cell that contains the comment you wish to move or resize. - - > [!TIP] - > If the comment is hidden, click the **Show/Hide Comment** button to display the comment. -2. Click the comment box border to display the **sizing handles** (small rectangles at the corners and sides of the comment box). -3. Do one of the following. - * To move a comment, hover the mouse over the comment border so that the four-way resize arrow appears, and drag the comment to a new location. - - ![Spreadsheet_MoveComment](../../../images/img25467.png) - * To resize a comment, click one of the sizing handles and drag the edge of the comment box. - - ![Spreadsheet_ResizeComment](../../../images/img24961.png) - -## Display or Hide a Comment -1. Select the cell that contains the comment you wish to display or hide. -2. Do one of the following. - * On the **Review** tab, in the **Comments** group, click the **Show/Hide Comment** button. - - ![Spreadsheet_ShowHideComment](../../../images/img25484.png) - * Right-click the cell and select the **Show/Hide Comment** item in the context menu. - -## Remove a Comment -To delete the existing comment, do the following. -1. Select the cell that contains the comment you wish to delete. -2. Do one of the following. - * On the **Review** tab, in the **Comments** group, click the **Delete** button. - - ![Spreadsheet_DeleteComments](../../../images/img25482.png) - * Right-click the cell and select the **Delete Comment** item in the context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-symbol.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-symbol.md deleted file mode 100644 index 13cca3d51f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/insert-a-symbol.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Insert a Symbol -author: Natalya Senichkina -legacyId: 113722 ---- -# Insert a Symbol -The **Spreadsheet** allows you to insert symbols and special characters that are not on your keyboard, such as ASCII or Unicode characters, fractions (¼), copyright symbol (©), trademark symbols (®, ™), paragraph mark (¶), etc. - -To insert a symbol, follow the instructions below. -1. Move to the cell where you wish to insert a symbol. -2. On the **Insert** tab, in the **Symbols** group, click the **Symbol** button. - - ![Spreadsheet_InsertSymbolButton](../../../images/img24558.png) - - The **Symbol** dialog will be invoked. - - ![Spreadsheet_SymbolDialog](../../../images/img24559.png) -3. Select the symbol you wish to insert and click **Insert**, or double-click the symbol. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md b/interface-elements-for-desktop/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md deleted file mode 100644 index 12ffb9a24b..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Select Cells or Cell Content -author: Natalya Senichkina -legacyId: 15779 ---- -# Select Cells or Cell Content -## Selecting Cells -To select cells in the **Spreadsheet**, use the following mouse actions and keyboard shortcuts. -1. To select a **single cell**, click the cell or press the arrow keys to move to the required cell. -2. To select a **range of cells**, do one of the following. - * Click the first cell in the range and drag it to the last cell. - * Hold down the **SHIFT** key, and then press the arrow keys to extend the selection. - * Click the first cell in the range, hold down the **SHIFT** key, and then click the last cell in the range. -3. To select the **entire worksheet**, click the **Select All** button at the intersection of the column and row headings, or press **CTRL+A**. - - ![SelectAllButton.png](../../../images/img21224.png) -4. To select **nonadjacent cells**, hold down the **CTRL** key, and then select other cells. -5. To select an **entire row or column**, click the row or column heading. - - ![SelectColumn.png](../../../images/img21294.png) -6. To select **multiple columns or rows**, drag across the row or column headings. - - ![SelectSeveralColums.png](../../../images/img21295.png) -7. To select **several nonadjacent rows or columns**, click the heading of the first row or column in the selection, hold down **CTRL**, and then click the headings of other rows or columns you wish to select. - -The following table lists the default keyboard shortcuts used for selecting cells in the **Spreadsheet**. - -| | | -|---|---| -| CTRL+RIGHT ARROW | Selects the last cell in a row. | -| CTRL+LEFT ARROW | Selects the first cell in a row. | -| CTRL+DOWN ARROW | Selects the last cell in a column. | -| CTRL+UP ARROW | Selects the first cell in a column. | -| CTRL+HOME | Selects the first cell on a worksheet. | -| CTRL+END | Selects the last cell that contains data or formatting on a worksheet. | -| CTRL+A | Selects the entire worksheet. | -| CTRL+SHIFT+END | Extends the selection to the last used cell on a worksheet. | -| CTRL+SHIFT+HOME | Extends the selection to the beginning of the document. | - -## Selecting Cell Content -To select the cell content, do one of the following: -* Double-click the cell, and then drag across the cell content you wish to select. -* Press **F2**, and then drag across the contents of the cell you wish to select, or press **SHIFT+LEFT ARROW** to select the cell content. -* Click the cell, and then drag across the cell content you wish to select in the **Formula Bar**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/adjust-page-settings.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/adjust-page-settings.md deleted file mode 100644 index 3659cd53e2..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/adjust-page-settings.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Adjust Page Settings -author: Natalya Senichkina -legacyId: 15742 ---- -# Adjust Page Settings -Before you print a worksheet, you can change page layout settings such as [page margins](#margins), [page orientation](#orientation), [paper size](#size) and [scaling](#scale). - -## Set Page Margins -1. Click the worksheet for which you wish to set the page margins. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Margins** button and select the margin sizes to be set for the current worksheet. - - ![Margins.png](../../../images/img21167.png) -3. To specify custom margins, select **Custom Margins...** in the drop-down list... -4. ... or click the **Page Setup** Dialog Box Launcher and switch to the **Margins** tab in the invoked dialog. - - ![SpreadsheetControl_InvokePageSetupDialog](../../../images/img118304.png) -5. Specify desired margin sizes in the corresponding dialog boxes. To center worksheet data on a printed page, check the corresponding **Center on page** section boxes. - - ![SpreadsheetControl_PageSetupDialog_MarginsTab](../../../images/img118188.png) - -## Set Page Orientation -1. Click the worksheet for which you wish to specify page orientation. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Orientation** button and select **Portrait** or **Landscape** from the invoked drop-down list... - - ![Orientation.png](../../../images/img21169.png) -3. ... or invoke the **Page Setup** dialog by clicking the **Page Setup** box launcher and select the desired page orientation. - - ![SpreadsheetControl_PageSetupDialog_PageTab](../../../images/img118189.png) - -## Change Paper Size -1. Click the worksheet for which you wish to set the paper size. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Size** button and select one of the predefined paper sizes from the invoked drop-down list. - - ![Size.png](../../../images/img21168.png) -3. Click **More Paper Sizes...** to set more advanced paper size settings. - - ![SpreadsheetControl_PageSetupDialog_PageTab](../../../images/img118189.png) - - - -## Scale a Worksheet -If your worksheet has a lot of columns, you can scale it to reduce the size of the worksheet to better fit the printed page. - -On the **Page Layout** tab, in the **Page Setup** group, click the **Dialog Box Launcher**. - -![SpreadsheetControl_InvokePageSetupDialog](../../../images/img118304.png) - -In the invoked dialog, in the **Scaling** section, click **Adjust to** and specify the percentage of the original size that you wish to use. - -To accommodate the worksheet to a specific number of pages, select **Fit to:** and specify the number or pages wide and tall. - -![Spreadsheet_PageSetup_Scaling](../../../images/img128823.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-workbook.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-workbook.md deleted file mode 100644 index c607b06cb2..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-workbook.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a Workbook -author: Natalya Senichkina -legacyId: 15722 ---- -# Create a Workbook -To create a blank workbook, select the **File** tab, and click the **New** button in the **Common** group (or press **CTRL+N**). - -![NewWorkbook](../../../images/img21117.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-worksheet.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-worksheet.md deleted file mode 100644 index 7d3a220418..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/create-a-worksheet.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Create a Worksheet -author: Natalya Senichkina -legacyId: 15751 ---- -# Create a Worksheet -To create a new worksheet within the current workbook, do one of the following. -* Click the **New Sheet** button (which looks like a plus sign) at the right edge of the **Sheet tab** bar. - - ![NewWorksheet.png](../../../images/img21123.png) -* To insert a worksheet in front of the existing worksheet, go to the **Home** tab, and then in the **Cells** group, click the **Insert** button and select the **Insert Sheet** item from the drop-down list or press **SHIFT+F11**. - - ![InsertSheet.png](../../../images/img21170.png) -* On the **Sheet tab** bar, right-click the sheet tab of the existing worksheet and select the **Insert** item from the invoked menu. - - ![InsertSheet2.png](../../../images/img21184.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/delete-a-worksheet.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/delete-a-worksheet.md deleted file mode 100644 index e97a51b870..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/delete-a-worksheet.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Delete a Worksheet -author: Natalya Senichkina -legacyId: 15753 ---- -# Delete a Worksheet -To delete an existing worksheet, follow the instructions below. -1. Switch to the worksheet you want to delete. -2. Do one of the following. - * On the **Home** tab, in the **Cells** group, click the **Delete** button and select the **Delete Sheet** item from the drop-down list. - - ![DeleteSheet.png](../../../images/img21186.png) - * Right-click the sheet tab of the worksheet, and then click the **Delete** item from the context menu. - - ![DeleteSheet2.png](../../../images/img21188.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/import-and-export-text-files.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/import-and-export-text-files.md deleted file mode 100644 index 844a1500ef..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/import-and-export-text-files.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Import and Export Text Files -author: Natalya Senichkina -legacyId: 15791 ---- -# Import and Export Text Files -The **Spreadsheet** provides the capability to save a workbook as a text file (.txt or .csv) or load data from text files. - -## Save a Workbook as a Text File -1. To save a workbook as a text file, go to the **File** tab, and in the **Common** group, click the **Save As** button. - - ![SaveAsDialog.png](../../../images/img21120.png) -2. In the **Save As** dialog box that is invoked, select the **Text (Tab-delimited)** or **CSV (Comma-delimited)** item from the **Save as type** drop-down list. - - ![SaveAsTxt.png](../../../images/img21282.png) - -The main features of the tab-delimited and comma-delimited file formats are described below. -* **Tab-delimited text files** - - This file format uses the _TAB_ character to separate each field of text. Note that the **Spreadsheet** only saves the active worksheet as a text (.txt) file. The columns are separated by the tab characters and each row ends with a carriage return character. The values and text in cells are saved as they are displayed in a worksheet. If a cell contains a comma, the cell contents are enclosed in double quotation marks. All formatting options applied to the cell, pictures and objects (such as hyperlinks) are lost. -* **Comma-delimited text files** - - This file format uses the _comma_ character to separate each field of text. Note that the **Spreadsheet** only saves the active worksheet as a CSV (.csv) file. Columns are separated by commas, and each row ends with a carriage return character. Cell text and values are saved as they are displayed in a worksheet. If a cell contains a comma, cell contents are enclosed in double quotation marks. All formatting options applied to the cell, pictures and objects (such as hyperlinks) are lost. - -## Load Data from Text Files -1. To load data from text files (.txt or .csv), go to the **File** tab, and in the **Common** group, click the **Open** button. - - ![LoadWorkbook.png](../../../images/img21118.png) -2. In the **Open** dialog box that is invoked, locate the text file you wish to open and click **Open**. - - ![LoadAsCsv.png](../../../images/img21283.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/load-a-workbook.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/load-a-workbook.md deleted file mode 100644 index 4a6297a72a..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/load-a-workbook.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Load a Workbook -author: Natalya Senichkina -legacyId: 15723 ---- -# Load a Workbook -To load a workbook, select the **File** tab, and click the **Open** button in the **Common** group (or press **CTRL+O**). - -![LoadWorkbook.png](../../../images/img21118.png) - -In the invoked **Open** dialog box, select the file you wish to open. - -![OpenDialog.png](../../../images/img21119.png) - -The **Spreadsheet** supports the following file formats. -* Excel Workbook (*.xlsx) -* Excel Macro-Enabled Workbook (*.xlsm) -* Excel 97-2003 Workbook (*.xls) -* Excel Template (*.xltx) -* Excel Macro-Enabled Template (*.xltm) -* Excel 97-2003 Template (*.xlt) -* Tab-delimited Text File format (*.txt) -* Comma-separated Values File format (*.csv) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/print-a-workbook.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/print-a-workbook.md deleted file mode 100644 index 4ca0010fc8..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/print-a-workbook.md +++ /dev/null @@ -1,133 +0,0 @@ ---- -title: Print a Workbook -author: Polina Fedorova -legacyId: 15725 ---- -# Print a Workbook -This document includes the following sections: -* [Preview a Workbook before Printing](#preview) -* [Print a Workbook](#print) -* [Print a Workbook Using the Default Settings](#printdefault) -* [Print Gridlines and Headings](#printgridlines) -* [Print Comments](#comments) -* [Change Print Resolution and Quality](#quality) -* [Set a Print Area](#printarea) -* [Set Print Titles](#printtitles) -* [Add Headers and Footers to a Worksheet Printout](#headersfooters) - - - -## Preview a Workbook Before Printing -To view your workbook as it will be printed, select the **File** tab and click the **Print Preview** button in the **Common** group. - -![PrintPreview.png](../../../images/img21126.png) - -At the bottom of the **Preview** window, the **Spreadsheet** indicates how many pages the workbook will require when printed, and the number of the page you are currently viewing. - -![SpreadsheetPrintPreview](../../../images/img22329.png) - - - -## Print a Workbook -To print a document, click the **Print** button in the **Common** group or press **CTRL+P**. - -![PrintButton.png](../../../images/img21127.png) - -In the invoked **Print** dialog box, specify the required settings and click **Print**. - -![PrintDialogNew](../../../images/img22337.png) - - - -## Print a Workbook Using the Default Settings -To send a workbook directly to the default printer without setting print options, click the **Quick Print** button in the **Common** group. - -![QuickPrintButton.png](../../../images/img21129.png) - - - -## Print Gridlines and Headings -To print worksheet gridlines or row/column headings, on the **Page Layout** tab, in the **Print** group, check the **Gridlines** and **Headings** boxes... - -![Spreadsheet_Printing_GridLinesandHeadings_Ribbon](../../../images/img128812.png) - -...or click the **Dialog Box Launcher**. In the invoked **Sheet** tab of the **Page Layout** dialog, check the **Gridlines** and **Row and column headings** boxes. - -![Spreadsheet_Printing_GridlinesAndHeadings_Dialog](../../../images/img128813.png) - - - -## Print Comments -The SpreadsheetControl doesn't print comments by default. To enable printing comments, do the following. -* On the **Page Layout** tab, in the **Print** group, click the **Dialog Box Launcher**. -* In the invoked **Sheet** tab of the **Page Setup** dialog, click the **Comments** drop-down menu and select **As displayed on sheet**. To print the comments on a separate sheet of paper, select **At end of sheet**. - - ![Spreadsheet_Printing_Comments](../../../images/img128814.png) - - - -## Change Print Resolution and Quality -Depending on the used printer, you can change the resolution settings to a lower or higher dpi (dots-per-inches) setting. Invoke the **Page Setup** dialog by clicking the Dialog Box Launcher in the **Page Setup** group. - -![PageLayoutTab](../../../images/img22352.png) - -On the **Page** tab, select the desired resolution from the **Print Quality** box. - -![Spreadsheet_Printing_Resolution](../../../images/img128815.png) - -Additionally, you can print your worksheet without graphics (this is useful when it is necessary to accelerate printing and save toner). To do that, switch to the **Sheet** tab and check **Draft quality** box. - -![Spreadsheet_Printing_Quality](../../../images/img128816.png) - - - -## Set a Print Area -If you need to print only a specific part of the worksheet, you can define the target cell range as a **print area**. To do that, do the following: -1. Select the cells you wish to print. -2. On the **Page Layout** tab, in the **Page Setup** group, click the **Print Area** button and select **Set Print Area** in the invoked drop-down menu. - - ![SetPrintArea](../../../images/img23915.png) -3. ... or click the **Page Setup** box launcher to invoke the **Page Setup** dialog, switch to the **Sheet** tab and specify the print area in the **Print area** box. You can type the cell reference or define the range directly in a worksheet by clicking the **Collapse Dialog** ![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png) button. - - ![Spreadsheet_Printing_PrintAreaDialog](../../../images/img128783.png) -4. When you specify the print area, the cell range that it comprises gets a thin dashed outline and the **_xlnm.Print_Area** name is added to the collection of the defined names contained in the workbook. - - ![PrintAreaDefinedName](../../../images/img23916.png) -5. To extend the print area, select the select the cell range you wish to add and click **Print Area** | **Add to Print Area** in the **Page Setup** group. Note that if the print area consists of non-adjacent cell ranges, each range will be printed as a separate page. - - ![Spreadsheet_AddPrintArea](../../../images/img24979.png) -6. To clear the print area and print the entire worksheet, on the **Page Layout** tab, in the **Page Setup** group, click **Print Area** | **Clear Print Area**. - - - -## Set Print Titles -If a worksheet occupies more than one page, you can repeat specific row or column (print titles) on every printed page to make the document easier to read. To define print titles, follow the steps below. -1. On the **Page Layout** tab, in the **Page Setup** group, click the **Print Titles** button... - - ![Spreadsheet_Printing_PrintTitlesRibbon](../../../images/img128781.png) -2. ... or to invoke the **Page Setup** dialog and switch to the **Sheet** tab. - - ![PageLayoutTab](../../../images/img22352.png) -3. Specify the reference to the row/column containing labels that should be repeated in the **Rows to repeat at top** and/or **Columns to repeat at left** boxes of the **Print titles** section. You can select the target row or column directly in a worksheet by clicking the collapse dialog ![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png) button. - - ![Spreadsheet_Printing_PrintTitlesDialog](../../../images/img128782.png) - - - -## Add Headers and Footers to a Worksheet Printout -You can set a header and footer for a worksheet printout by doing the following. -1. On the **Page Layout** tab, in the **Page Setup** group, click the **Page Setup** box launcher. - - ![PageLayoutTab](../../../images/img22352.png) -2. In the invoked **Page Setup** dialog, switch to the **Header/Footer** tab. -3. Select one of the predefined options in the **Header** or **Footer** drop-down list. - - ![Spreadsheet_Printing_HeadersFooters_DropDownList](../../../images/img128784.png) -4. To specify custom header and/or footer, click the **Custom Header/Footer...** button to invoke the **Header and Footer** dialog. - - ![SpreadsheetControl_PageSetupDialog_HeaderFooterTab](../../../images/img118187.png) -5. Click in the **Left**, **Center** or **Right** section box and type the desired text. Use the buttons located between the header and footer sections to insert specific codes that enable including dynamic information into a header or footer, such as a page number, current date and time, filename, worksheet name, etc. - - To insert a picture to the worksheet header or footer, click the **Insert Picture**![Spreadsheet_Printing_HeadersFooters_InsertPictureButton](../../../images/img128786.png) button and select the desired file in the invoked **Open** dialog. To format the image so it fits the header/footer area, click the **Format Picture**![Spreadsheet_Printing_HeadersFooters_FormatPictureButton](../../../images/img128787.png) button. - - ![Spreadsheet_Printing_HeaderFooter_Custom](../../../images/img128785.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/rename-a-worksheet.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/rename-a-worksheet.md deleted file mode 100644 index cec9884ab6..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/rename-a-worksheet.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Rename a Worksheet -author: Natalya Senichkina -legacyId: 15785 ---- -# Rename a Worksheet -When a new worksheet is created, the **Spreadsheet** assigns it a generic name, such as _Sheet1_, _Sheet2_, etc. - -To rename a worksheet, double-click its sheet tab on the **Sheet tab** bar to invoke the **Rename Sheet** dialog box, or ... - -![RenameWorksheet.png](../../../images/img21171.png) - -... right-click the sheet tab of the worksheet and select the **Rename** item from the invoked menu. Rename the worksheet and click **OK**. - -The **Spreadsheet** sets the following rules for a valid worksheet name. -* The maximum length of a worksheet name is 31 characters. -* A worksheet name must not be an empty string. -* A worksheet name must not include the following characters: **\**, **/**, **?**, **:**, *****, **[**, **]**. -* A worksheet name must not start or end with a single quote. -* A worksheet name must not be equal to a name of another existing worksheet. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/save-a-workbook.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/save-a-workbook.md deleted file mode 100644 index 018f11d7cd..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/save-a-workbook.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Save a Workbook -author: Natalya Senichkina -legacyId: 15724 ---- -# Save a Workbook -To save a workbook, go to the **File** tab, and then click the **Save as** button in the **Common** group, or press **F12** instead of these steps. - -![SaveAsDialog.png](../../../images/img21120.png) - -After that, the **Save as** dialog box is invoked. - -Specify the location and the file format in which to save the workbook. - -![SaveAsBox.png](../../../images/img21122.png) - -The available file formats in the **Save as** dialog box are the following. -* Excel Workbook (*.xlsx) -* Excel Macro-Enabled Workbook (*.xlsm) -* Excel 97-2003 Workbook (*.xls) -* Excel Template (*.xltx) -* Excel Macro-Enabled Template (*.xltm) -* Excel 97-2003 Template (*.xlt) -* Tab-delimited Text File format (*.txt) -* Comma-separated Values File format (*.csv) - -To save the active workbook with its current file format and location, go to the **File** tab, and then click the **Save** button in the **Common** group, or press **CTRL+S** instead. If you click the **Save** button to save a newly created workbook, the **Save as** dialog is invoked. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md b/interface-elements-for-desktop/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md deleted file mode 100644 index 5e0bbe550b..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Undo and Redo Last Actions -author: Natalya Senichkina -legacyId: 15727 ---- -# Undo and Redo Last Actions -The **Spreadsheet** allows you to undo or redo your last performed action. - -To undo an action, select the **File** tab, and click the **Undo** button in the **Common** group (or press **CTRL+Z** or **ALT+BACKSPACE**). - -![UndoButton.png](../../../images/img21130.png) - -To redo an action that you undid, click the **Redo** button in the **Common** group (or press **CTRL+Y** or **ALT+SHIFT+BACKSPACE**). - -![RedoButton.png](../../../images/img21131.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/cell-references.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/cell-references.md deleted file mode 100644 index 39091068d5..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/cell-references.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Cell References -author: Natalya Senichkina -legacyId: 15747 ---- -# Cell References -## The A1 Reference Style -If you want to change data in a worksheet without changing formulas that use this data for evaluation, you can use **cell references**. A cell reference defines cell location in a worksheet. It is a combination of column letters (**A, B, C,** etc.) and row numbers (**1, 2, 3,** etc.). For example, **A1** refers to a cell at the intersection of column A and row 1. - -To add values in cells A1 and A2, and divide the result by the value in cell A3, type the following formula (use parentheses to determine the order of operations): - -### =(A1+A2)/A3 - -You can also use a reference to a cell located in another worksheet. For example, to multiply a value in cell B1 by the value in cell B1 in _Sheet 2_, enter the following formula: - -### =B1*Sheet2!B1 - -To prevent data from changing when the formula is copied, use the **absolute reference**. Absolute references have a dollar sign ($) before column and/or row references. - -The following example demonstrates how to use a constant value in cell B1 in calculations: - -### =A1*$B$1 - -## The R1C1 Reference Style -The **Spreadsheet** supports the **R1C1 reference style** where both rows and columns are labeled with numbers. Cell location is indicated by an "R" letter followed by a row number and a "C" letter followed by a column number. - -You can use **absolute** and **relative** R1C1 references. An absolute R1C1 reference always refers to a cell in a specific location. - -![AbsoluteR1C1Reference.png](../../../images/img21254.png) - -The example below demonstrates how to create a formula that adds values in cells A1 through A5 using the absolute R1C1 reference style: - -### =SUM(R1C1:R5C1) - -A relative R1C1 reference refers to a cell location in relation to an active cell. - -The image below illustrates a relative reference to a cell one row above and one column to the left of the active cell. - -![RelativeR1C1Reference.png](../../../images/img21255.png) - -The following example demonstrates how to create a formula that adds values in cell range A1:A5 using the relative R1C1 reference style in cell B1: - -### =SUM(RC[-1]:R[4]C[-1]) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/create-a-simple-formula.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/create-a-simple-formula.md deleted file mode 100644 index 7010661169..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/create-a-simple-formula.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Create a Simple Formula -author: Natalya Senichkina -legacyId: 15746 ---- -# Create a Simple Formula -The **Spreadsheet** allows you to perform calculations on data in cells using formulas. A formula is a string expression that starts with the equal sign ("="). Formulas can contain constants, math operators, functions, cell references, etc. - -The **Spreadsheet** provides the capability to use the **Formula Bar**, which is the bar at the top of a worksheet, to enter and edit formulas. - -![FormulaBar.png](../../../images/img21238.png) - -For example, if you wish to add 1 to the product of 2 and 5, type the following formula in the cell in which you wish to insert the formula or in the **Formula Bar**. - -**=2*5+1** - -Press **ENTER**. The result appears in the cell in which you inserted the formula. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/create-an-array-formula.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/create-an-array-formula.md deleted file mode 100644 index 1f759f8271..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/create-an-array-formula.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Create an Array Formula -author: Natalya Senichkina -legacyId: 15772 ---- -# Create an Array Formula -An **array formula** is a formula that performs calculations on sets of cell ranges, so that you do not need to re-enter formulas for each calculation. Create an array formula and specify the columns or rows that the array formula must fill. Array formulas are used to perform actions on two or more sets of values, which are called arguments. Each array argument must have the same number of rows and columns. The result of an array formula can either be a single value or multiple values. - -To create an array formula, do the following. -1. Select the cell in which you wish to insert the array formula. If the formula calculates multiple results, select the cell range for which you wish to create the array formula. -2. Enter the array formula in the **Formula Bar**. -3. Press **CTRL+SHIFT+ENTER**. The **Spreadsheet** automatically adds a pair of curly braces to the formula to indicate that it is an array formula. - - ![ArrayFormulaBraces.png](../../../images/img21284.png) - -> [!NOTE] -> Any time you edit the array formula, you must press **CTRL+SHIFT+ENTER** to save changes and convert the formula into an array formula. - -The example below demonstrates how to create a formula that multiplies three arrays of values (quantity, price and discount) to get an array of amount values for each product item without entering a separate formula for each row. - -**=C4:C8*D4:D8*(1-E4:E8)** - -![ArrayFormula.png](../../../images/img21256.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/defined-names.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/defined-names.md deleted file mode 100644 index 57c036a308..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/defined-names.md +++ /dev/null @@ -1,139 +0,0 @@ ---- -title: Defined Names -author: Natalya Senichkina -legacyId: 18012 ---- -# Defined Names -The **Spreadsheet** allows you to define a descriptive **name** for an individual cell, cell range, function, or constant value to make it easier to understand the information contained in worksheet formulas. -* [Defined Name Overview](#overview) -* [Defined Name Scope](#definednamescope) -* [Syntax Rules for Names](#rules) -* [Create a Name Using the Name Box](#namebox) -* [Create a Name Using the New Name Dialog](#newnamedialog) -* [Create Names from Selection](#namefromselection) -* [Mange Names Using the Name Manager Dialog](#namemanager) -* [Use Names in Formulas](#namesinformulas) -* [Delete Names](#deletename) - -## Defined Name Overview -A defined name is a meaningful shorthand name that describes the meaning of an individual cell, cell range, function, or constant value. Each defined name contains the following information. -* **Name** - - Indicates an individual cell, range of cells, formula or constant. Usually, a name explains the purpose of an object to which this name refers, making it easier to find and use this object. - - When specifying a name, you must take into account special [syntax rules](#rules). -* **Refers To** - - A string specifying a reference to a cell or cell range, formula or constant associated with the defined name. For example: - - _"=Sheet1!$D$20"_ - refers to the D20 cell located on the Sheet1 worksheet; - - _"=Sheet1!$A$1:$C$10"_ - refers to the A1:C10 range of cells located on the Sheet1 worksheet; - - _"=SUM(Sheet1!$B$1:$B$10)"_ - refers to the formula that calculates the sum of values contained in the B1:B10 range of cells located on the Sheet1 worksheet; - - _"=10.5"_ - refers to a constant value. - - By default, defined names use [absolute cell references](cell-references.md), including worksheet names. -* **Comment** - - An explanation or additional information accompanying the defined name. The comment length cannot exceed 255 characters. - -## Defined Name Scope -Each defined name has a scope - an area (individual worksheet or entire workbook) where the name is recognized and can be used without qualification. For example, a defined name (_cellName_) whose scope is the first worksheet of a workbook (_Sheet1_) is recognized without qualification in this worksheet only (e.g., _=5+cellName_). To use this defined name in other worksheets, precede it with the name of the worksheet to which the defined name belongs (e.g., _"=5+Sheet1!cellName"_). If the scope of a defined name (_cellName_global_) is an entire workbook, this name is recognized in any worksheet of this workbook (e.g., _"=5+cellName_global"_). - -> [!NOTE] -> Each name must be unique in its scope. - -If the defined name is not found, the cell that uses this name displays the **#NAME?** [error](error-types-in-formulas.md). - -## Syntax Rules for Names -When you create or modify a defined name, follow these rules. -* Start a name with a letter, an underscore symbol ("_") or a backslash ("\"). Other characters in the name can be letters, numbers, periods and underscore symbols. - - Note that the single letters "C", "c", "R", or "r" cannot be used as defined names. -* A name cannot contain a cell reference (for example, "A1", "$M$15", etc.). -* A name cannot contain spaces (use underscore symbols and periods to separate individual words in a name). -* A name cannot be an empty string. -* The length of a name cannot exceed 255 characters. -* Names are case-insensitive, so that you are not allowed to create the _Products_ and _PRODUCTS_ names in one scope. - -## Create a Name Using the Name Box -1. Select a cell or a range of cells for which you wish to define a name. -2. Type the name you want to use to refer to the selection in the **Name Box** located to the left of the **Formula Bar**. Press **ENTER**. - - ![SpreadsheetControl_NameBox_CreateName](../../../images/img23793.png) - - Now you can quickly select the defined cell range by its name. To do this, click the drop-down arrow to the right side of the **Name Box**, and select the required name from the drop-down list. - - ![SpreadsheetControl_NameBox_NavigateToNamedCells](../../../images/img23784.png) - -## Create a Name Using the New Name Dialog -The **New Name** dialog gives you more flexibility for naming parts of your document. Using this dialog, you can name cell ranges, formulas and constants, and provide additional information for created names. -1. To invoke the **New Name** dialog, on the **Formulas** tab in the **Defined Names** group, click the **Define Name** button. - - ![Spreadsheet_DefineNameCommand](../../../images/img25725.png) -2. In the invoked dialog in the **Name** box, type a name to be associated with a cell or cell range, formula or constant. - - ![Spreadsheet_NewNameDialog](../../../images/img25732.png) -3. In the **Scope** drop-down list, select the scope of the defined name: specify whether a name should be accessible within an entire workbook or an individual worksheet only. -4. In the **Comment** box, enter a descriptive text for your defined name (optionally). -5. In the **Refers to** box, type a cell reference, formula or constant for which you wish to define a name. - - By default, when you invoke the **New Name** dialog, the current selection is displayed in the **Refers to** box. However, you can enter another cell range by selecting it directly in the worksheet. To do this, click the **Collapse Dialog** button (![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png)) to minimize the dialog and access the worksheet, select the appropriate cell range, and then click the **Expand Dialog** button (![SpreadsheetControl_NameManager_ExpandDialogButton](../../../images/img23825.png)) to restore the dialog's initial state. - - ![SpreadsheetControl_NewNameDialog_Expand](../../../images/img23826.png) -6. Click **OK** to finish creating the name. - -## Create Names from Selection -The **Create Names from Selection** dialog allows you to automatically generate names for rows and columns in the selected range using the row and column labels. - -To create a name from a selection, do the following. -1. Select a cell range to be named, including the row or column labels to be used for generating names. -2. On the **Formulas** tab in the **Defined Names** group, click the **Create from Selection** button, or press **CTRL**+**SHIFT**+**F3**. - - ![Spreadsheet_CreateFromSelectionCommand](../../../images/img25747.png) -3. In the invoked **Create Names from Selection** dialog, specify which row (top or bottom) or column (left or right) contains labels that should be used for generating names, and click **OK**. - - ![Spreadsheet_CreateFromSelectionDialog](../../../images/img25748.png) - -> [!NOTE] -> Names generated using this approach do not include the row and column labels and refer only to the cells containing values. - -## Mange Names Using the Name Manager Dialog -The **Name Manager** dialog lists all the defined names specified in a workbook and allows you to [create](#newname) new names, [edit](#editname) and [delete](#deletename) existing names. - -![SpreadsheetControl_NameManager](../../../images/img23464.png) - -To invoke the **Name Manager** dialog, on the **Formulas** tab in the **Defined Names** group, click the **Name Manager** button. - -![Spreadsheet_NameManagerCommand](../../../images/img25750.png) -* **Create a name** - - To define a new name, at the top of the **Name Manager** dialog, click the **New...** button. In the invoked [New Name](#newnamedialog) dialog, specify all necessary parameters for a new defined name. -* **Edit a name** - - To modify the existing name, select this name in the **Name** list, and at the top of the **Name Manager** dialog click the **Edit...** button, or double-click the name. In the invoked **Edit Name** dialog, modify the name itself, change the cell reference, formula or constant to which the name refers, or enter a new comment. Only the scope of the defined name cannot be changed. - - ![Spreadsheet_EditDefinedNameDialog](../../../images/img25755.png) - - If you wish to modify only the current reference for a name, you can do it directly in the **Name Manager** dialog. To do this, select the desired name in the **Name** list and type a new value in the **Refers to** box, or... - - ![SpreadsheetControl_NameManager_RefersToEditor](../../../images/img23799.png) - - ... click the **Collapse Dialog** button (![SpreadsheetControl_NameManager_CollapseDialogButton](../../../images/img23805.png)) and select the desired range directly in the worksheet. - -## Use Names in Formulas -To insert an existing defined name into a formula, type the required name directly in the formula or select it from the **Use in Formula** list on the **Formulas** tab in the **Defined Names** group. - -![Spreadsheet_UseInFormulaList](../../../images/img25756.png) - -## Delete Names -To remove a defined name, do the following. -1. On the **Formulas** tab, in the **Defined Names** group, click the **Name Manager** button. - - ![Spreadsheet_NameManagerCommand](../../../images/img25750.png) -2. In the invoked **Name Manager** dialog, select the name you wish to delete. -3. Click the **Delete** button, or press **DELETE**. - - ![Spreadsheet_NameManager_DeleteName](../../../images/img25749.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/error-types-in-formulas.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/error-types-in-formulas.md deleted file mode 100644 index 1c2cde957e..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/error-types-in-formulas.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Error Types in Formulas -author: Natalya Senichkina -legacyId: 15773 ---- -# Error Types in Formulas -If a formula in a cell cannot be calculated correctly, it means that the cell contains an **error**. The error appears because the formula's syntax is incorrect, or the formula uses unexpected arguments or data types. - -Errors that occur in formulas are detailed in the following table: - -| Error | Description | Example | -|---|---|---| -| **#####** | The column is not wide enough to display the cell content. | | -| **#DIV/0!** | Division by zero. | **=A1/B1** (where the value in cell B1 is equal to zero, or cell B1 is blank). | -| **#NAME?** | The formula refers to a name that doesn't exist or is spelled incorrectly. | **=SUM(Values)** (the cell range named "Values" does not exist). | -| **#N/A** | The referenced value is not available to the formula. | **=SUM(A1:A5*B1:B3)** (the array formula has arguments consisting of different numbers of elements). | -| **#NULL!** | An incorrect range operator is used in the formula, or the specified intersection includes two ranges that do not intersect. | **=SUM(A1 A3)** (a colon is missing in the cell range reference). | -| **#NUM!** | There are invalid numeric values in the formula. | **=SQRT(-4)** (the square root of a negative number cannot be calculated). | -| **#REF!** | The cell reference is not valid. | **=SUM(A1, B1)** (column B has been deleted). | -| **#VALUE!** | The formula uses values of the wrong data type. | **=SUM(5, "Text")** (the SUM function requires numeric arguments). | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/supported-functions.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/supported-functions.md deleted file mode 100644 index 65f6a21705..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/supported-functions.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Supported Functions -author: Natalya Senichkina -legacyId: 15760 ---- -# Supported Functions -The **Spreadsheet** supports the following functions to be used in formulas. -* **Mathematical Functions** - used to perform common mathematical operations: addition (SUM), multiplication (PRODUCT), exponentiation (POWER), extraction of the square root (SQRT), evaluation of trigonometric functions (e.g., SIN, COS or TAN), etc. -* **Financial Functions** - used to perform various types of financial operations: calculation of interest rates (RATE), calculation of interest payments (IPMT), etc. -* **Logical Functions** - used to perform logical operations such as AND, OR, NOT, etc. -* **Text Functions** - used to provide operations with text data in cells, such as string concatenation (CONCATENATE), replacement of part of a string with another string (REPLACE), etc. -* **Date and Time Functions** - used to work with dates: to calculate the number of days, months, or years between two dates (e.g., DATEIF or DAYS360), or to add various components of a specified time to a worksheet (e.g., SECOND, MINUTE or HOUR). -* **Lookup and Reference Functions** - used for searching specific data in a worksheet: to look up values in vectors, arrays or references (e.g., LOOKUP or MATCH) -* **Statistical Functions** - used for data analysis: to find the average of a list of values (AVERAGE), to evaluate the covariance between two data sets (COVAR), to find the smallest or the largest value in a list of arguments (MAX, MIN), etc. -* **Engineering Functions** - used to work with special functions (e.g., BESSELI or BESSELJ), complex numbers (e.g., COMPLEX or IMAGINARY) and various numeral systems (e.g., DEC2BIN or BIN2DEC). -* **Information Functions** - used to provide information about the formatting, location or content of cells (e.g., CELL, INFO or ISTEXT). -* **Compatibility Functions** - replaced by new functions in Microsoft® Excel® versions 2010 and higher. These functions can be used to provide compatibility with earlier versions of Microsoft® Excel®. -* **Web Functions** - used to return a URL-encoded string (ENCODEURL). - -All of the functions described above are available in the **Function Library** group within the **Formulas** tab. - -![SpreadsheetFunctionLibrary](../../../images/img22626.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/formulas/using-functions-in-formulas.md b/interface-elements-for-desktop/articles/spreadsheet/formulas/using-functions-in-formulas.md deleted file mode 100644 index 11cd27f2c8..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/formulas/using-functions-in-formulas.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Using Functions in Formulas -author: Natalya Senichkina -legacyId: 15748 ---- -# Using Functions in Formulas -The **Spreadsheet** provides the capability to use a set of predefined **functions** in formulas to perform simple or complex calculations. - -To create a formula containing functions, follow the instructions below. -1. Click the cell in which you want to insert the formula. -2. Type the equal sign "=". This is required to interpret the cell content as a formula. Skip this action if you insert the function in a cell which already contains a formula. -3. Type the function's name, or [insert the required function](#insertfunction) from the **Function Library**. -4. Enter the arguments between the function's parentheses. -5. Press **ENTER**. The result appears in the cell in which you inserted the formula. - -## Insert a Function -If you do not remember the name of the function you want to use, you can insert the desired function quickly using one of the following approaches. -* **Using the Function Library group** - - On the **Formulas** tab, in the **Function Library** group, click the button corresponding to the category to which your function belongs, and select this function from the button's drop-down list. - - > [!TIP] - > Frequently used functions such as **Sum**, **Average**, **Count Numbers**, **Max** and **Min** are also listed under the **AutoSum** button on the **Home** tab in the **Editing** group. - - For example, if you wish to add all numbers in the range **E4:E8**, in the **Function Library** group, select the **SUM** function from the **AutoSum** (or **Math & Trig**) button's drop-down list. Type "E4:E8" in the function's parentheses, or select the cell range directly in the worksheet, and press **ENTER**. - - ![Spreadsheet_AutoSumExample](../../../images/img25719.png) -* **Using the **Insert Function** dialog** - 1. To invoke the **Insert Function** dialog, click the **Insert Function** button on the **Formula Bar**, or press **SHIFT**+**F3**. - - ![Spreadsheet_InsertFunctionButton](../../../images/img25714.png) - 2. At the top of the dialog, select a category to which the desired function belongs, and then select this function in the sorted list below. Note that at the bottom of the dialog, the selected function's syntax and description are shown. Click **OK**. - - ![Spreadsheet_InsertFunctionDialog](../../../images/img25715.png) - 3. In the invoked **Function Arguments** dialog, enter the required function's arguments (that are marked in bold font) in the corresponding editors. A function argument can be a data value, cell reference, defined name, another [function](#nestedfunction), etc. - - If your function uses a cell reference as an argument, you can select the desired cell range directly in the worksheet. To do this, click the **Collapse Dialog** button (![SpreadsheetControl_FunctionArgumentsDialog_CollapseDialogButton](../../../images/img23559.png)) to the right of the argument editor (to minimize the dialog and access the worksheet), select the appropriate cell range, and then click the **Expand Dialog** button (![SpreadsheetControl_FunctionArgumentsDialog_ExpandDialogButton](../../../images/img23560.png)) to restore the dialog's initial state and continue specifying other function arguments. - - ![Spreadsheet_FunctionArgumentsDialog](../../../images/img25720.png) - - After all the function's arguments are specified, click **OK** to finish building your formula and see the calculated result in the cell. - -> [!NOTE] -> If you start the formula with a function, the **Spreadsheet** automatically adds the equal sign to your formula. - -## Nested functions -You can create a formula with a function that uses another function as one of the arguments. A function that is used as an argument is called a **nested function**. A formula can contain up to 64 levels of nesting. - -Examples of formulas with nested functions are detailed in the table below. - -| Formula | Description | -|---|---| -| **=ROUND(SUM(A1:A5),2)** | Round the sum of the values contained in the cell range **A1:A5** to two decimal places. | -| **=SQRT(AVERAGE(A1:A5))** | Returns the square root of the average value of the numbers in the cell range **A1:A5**. | -| **=IF(A5<1000, POWER(A5,2))** | Square the value in cell **A5** if it is less than 1000. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md deleted file mode 100644 index e3fb7c6eb1..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Cell Formatting -author: Natalya Senichkina -legacyId: 15808 ---- -# Cell Formatting -The key combinations that allow you to apply formatting options quickly are listed in the following table. - -| Shortcut | Description | -|---|---| -| CTRL+SHIFT+F | Invokes the **Format Cells** dialog (with the **Font** tab activated). | -| CTRL+B or CTRL+2 | Applies or removes bold formatting. | -| CTRL+I or CTRL+3 | Applies or removes italic formatting. | -| CTRL+U or CTRL+4 | Applies or removes underlining. | -| CTRL+5 | Applies or removes strikethrough. | -| CTRL+SHIFT+7 | Applies the outline border to the selected cell or cell range. | -| CTRL+SHIFT+MINUS (-) | Removes the outline border from the selected cell or cell range. | -| CTRL+SHIFT+1 | Applies the **Number** format with two decimal places. | -| CTRL+SHIFT+2 | Applies the **Time** format. | -| CTRL+SHIFT+3 | Applies the **Date** format. | -| CTRL+SHIFT+4 | Applies the **Currency** format. | -| CTRL+SHIFT+5 | Applies the **Percentage** format. | -| CTRL+SHIFT+6 | Applies the **Scientific** number format. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md deleted file mode 100644 index c73a0a1cbe..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Copy, Paste and Edit the Cell Content -author: Natalya Senichkina -legacyId: 15807 ---- -# Copy, Paste and Edit the Cell Content -The key combinations used to work with cell content are listed below. - -| Shortcut | Description | -|---|---| -| F2 | Turns on the edit mode for the active cell and positions the cursor at the end of the cell content. | -| SHIFT+LEFT ARROW KEY | In the cell edit mode, selects or deselects one character to the left. | -| SHIFT+RIGHT ARROW KEY | In the cell edit mode, selects or deselects one character to the right. | -| CTRL+SHIFT+LEFT ARROW KEY | In the cell edit mode, selects or deselects one word to the left. | -| CTRL+SHIFT+RIGHT ARROW KEY | In the cell edit mode, selects or deselects one word to the right. | -| SHIFT+HOME | In the cell edit mode, selects from the cursor current position to the beginning of the cell. | -| SHIFT+END | In the cell edit mode, selects from the cursor current position to the end of the cell. | -| ALT+ENTER | Starts a new line in the same cell. | -| CTRL+ENTER | Completes a cell entry and stays in the same cell. | -| ENTER | Completes a cell entry and selects the cell below. | -| SHIFT+ENTER | Completes a cell entry and selects the cell above. | -| TAB | Completes a cell entry and selects the cell to the right. | -| SHIFT+TAB | Completes a cell entry and selects the cell to the left. | -| ESC | Cancels an entry in a cell or **Formula Bar**. | -| BACKSPACE | In the cell edit mode, deletes a character to the left of the cursor. | -| DELETE | Removes the cell content without affecting the cell formatting. | -| CTRL+DELETE | In the cell edit mode, deletes all characters from the cursor current position to the end of the line. | -| CTRL+Z or ALT+BACKSPACE | Performs the **Undo** command to reverse the last action or to delete the last entry you typed. | -| CTRL+Y or ALT+SHIFT+BACKSPACE | Repeats the last action. | -| CTRL+C or CTRL+INSERT | Copies the selected cell in the clipboard. | -| CTRL+V or SHIFT+INSERT | Inserts the contents of the clipboard in the specified cell and replaces any selection. | -| CTRL+ALT+V | Invokes the **Paste Special** dialog box to specify the paste options. | -| CTRL+X or SHIFT+DELETE | Cuts the selected cells. | -| CTRL+D | Performs the **Fill Down** command to copy the contents of the topmost cell to the cells below. | -| CTRL+R | Performs the **Fill Right** command to copy the contents of the leftmost cell to the cell to the right. | -| CTRL+K | Invokes the **Insert Hyperlink** dialog box to create a new hyperlink. | -| SHIFT+F2 | Adds a comment to the active cell. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/file-operations.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/file-operations.md deleted file mode 100644 index cc786afcca..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/file-operations.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: File Operations -author: Natalya Senichkina -legacyId: 15804 ---- -# File Operations -The key combinations used to perform file operations are listed in the table below. - -| Shortcut | Description | -|---|---| -| CTRL+N | Creates a blank workbook. | -| CTRL+O | Invokes the **Open** dialog box to open a new file. | -| CTRL+S | Saves changes in the current workbook. | -| F12 | Invokes the **Save as** dialog box to save a workbook in the specified file format to a new location. | -| SHIFT+F11 | Inserts a new worksheet in front of the existing worksheet within the current workbook. | -| CTRL+P | Invokes the **Print** dialog box. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md deleted file mode 100644 index 55a79c6b60..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Navigation inside Worksheets -author: Natalya Senichkina -legacyId: 15805 ---- -# Navigation inside Worksheets -The key combinations that allow you to navigate through a worksheet are listed in the table below. - -| Shortcut | Description | -|---|---| -| LEFT ARROW KEY | Moves the active cell one cell to the left in a worksheet. | -| RIGHT ARROW KEY | Moves the active cell one cell to the right in a worksheet. | -| UP ARROW KEY | Moves the active cell one cell up in a worksheet. | -| DOWN ARROW KEY | Moves the active cell one cell down in a worksheet. | -| ENTER | Moves the active cell one cell down in a worksheet. | -| SHIFT+ENTER | Moves the active cell one cell up in a worksheet. | -| TAB | Moves the active cell one cell to the right in a worksheet. | -| SHIFT+TAB | Moves the active cell one cell to the left in a worksheet. | -| CTRL+ARROW KEYS | Move the active cell to the edge of the current data region in a worksheet. | -| HOME | Moves the active cell to the beginning of a row in a worksheet. | -| CTRL+HOME | Moves the active cell to the beginning of a worksheet. | -| CTRL+END | Moves the active cell to the last cell in a worksheet (the last edited row of the rightmost edited column). | -| PAGE DOWN | Moves the active cell one screen down in a worksheet. | -| PAGE UP | Moves the active cell one screen up in a worksheet. | -| CTRL+F | Invokes the **Find and Replace** dialog (with the **Find** tab activated). | -| CTRL+H | Invokes the **Find and Replace** dialog (with the **Replace** tab activated). | -| CTRL+PAGE DOWN | Moves to the next worksheet in the current workbook. | -| CTRL+PAGE UP | Moves to the previous worksheet in the current workbook. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/sort-and-filter.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/sort-and-filter.md deleted file mode 100644 index aa0fc5e5fe..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/sort-and-filter.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Sort and Filter -author: Natalya Senichkina -legacyId: 18292 ---- -# Sort and Filter -The key combinations that allow you to activate the filtering functionality for a worksheet range or table are listed in the table below. - -| Shortcut | Description | -|---|---| -| CTRL+SHIFT+L | Toggles between enabling and disabling the AutoFilter functionality. | -| CTRL+ALT+L | Reapplies a filter. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md deleted file mode 100644 index b09c63c0d2..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Work with Columns and Rows -author: Natalya Senichkina -legacyId: 15809 ---- -# Work with Columns and Rows -The key combinations that allow you to display, hide or group columns and rows in a worksheet are listed in the following table. - -| Shortcut | Description | -|---|---| -| CTRL+9 | Hides the selected rows. | -| CTRL+SHIFT+9 | Displays the hidden rows. | -| CTRL+0 | Hides the selected columns. | -| CTRL+SHIFT+0 | Displays the hidden columns. | -| ALT+SHIFT+RIGHT ARROW KEY | Groups the selected rows or columns. | -| ALT+SHIFT+LEFT ARROW KEY | Unroups the selected rows or columns. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-formulas.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-formulas.md deleted file mode 100644 index 81d84f1ecc..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-formulas.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Work with Formulas -author: Natalya Senichkina -legacyId: 15810 ---- -# Work with Formulas -The key combinations used to create formulas quickly are listed in the table below. - -| Shortcut | Description | -|---|---| -| CTRL+SHIFT+ENTER | Creates an array formula. | -| CTRL+ENTER | Creates a shared formula. | -| ALT+PLUS (+) | Inserts the SUM function in the active cell. | -| SHIFT+F3 | Invokes the **Insert Function** dialog. | -| CTRL+ ` | Toggles between displaying cell values and formulas on a worksheet. | -| CTRL+SHIFT+U | Toggles between expanding and collapsing the **Formula Bar**. | -| F4 | Cycles through all the various types of cell references, when a cell reference is selected or edited directly in the cell or **Formula Bar**. | -| F9 | Calculates the entire workbook. | -| SHIFT+F9 | Calculates the active worksheet. | -| CTRL+ALT+F9 | Calculates the entire workbook, regardless of whether its data has changed since the last calculation. | -| CTRL+ALT+SHIFT+F9 | Calculates the entire workbook, regardless of whether its data has changed since the last calculation, and rebuilds the dependencies. | -| CTRL+F3 | Invokes the **Name Manager** dialog to define a name. | -| CTRL+SHIFT+F3 | Creates names from row and column labels. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md b/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md deleted file mode 100644 index 60f1325aea..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Work with Selections -author: Natalya Senichkina -legacyId: 15806 ---- -# Work with Selections -The key combinations that allow you to work with selections are listed in the table below. - -| Shortcut | Description | -|---|---| -| ENTER | Moves the active cell one cell down in the selection. | -| SHIFT+ENTER | Moves the active cell one cell up in the selection. | -| TAB | Moves the active cell one cell to the right in the selection. | -| SHIFT+TAB | Moves the active cell one cell to the left in the selection. | -| CTRL+PERIOD (.) | Moves the active cell clockwise to the next corner of the selection. | -| CTRL+ALT+LEFT/RIGHT ARROW KEY | Switches between multiple selected ranges of cells. | -| SHIFT+BACKSPACE | Selects only the active cell in the selected cell range. | -| CTRL+SPACEBAR | Selects an entire column in a worksheet. | -| SHIFT+SPACEBAR | Selects an entire row in a worksheet. | -| CTRL+A | Selects the entire worksheet or the data region to which the active cell belongs. | -| CTRL+SHIFT+SPACEBAR | Selects the entire worksheet or the data region to which the active cell belongs. | -| SHIFT+ARROW KEYS | Extend the selection by one cell. | -| CTRL+SHIFT+ARROW KEYS | Extend the selection to the last nonblank cell in a row or column. | -| SHIFT+HOME | Extends the selection to the first column. | -| CTRL+SHIFT+HOME | Extends the selection to the beginning of the document. | -| CTRL+SHIFT+END | Extends the selection to the previously used cell in a worksheet. | -| SHIFT+PAGE DOWN | Extends the selection one screen down in a worksheet. | -| SHIFT+PAGE UP | Extends the selection one screen up in a worksheet. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/data-source-wizard.md b/interface-elements-for-desktop/articles/spreadsheet/mail-merge/data-source-wizard.md deleted file mode 100644 index c8f8fcd6a7..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/data-source-wizard.md +++ /dev/null @@ -1,79 +0,0 @@ ---- -title: Data Source Wizard -author: Boris Zaitsev -legacyId: 17958 ---- -# Data Source Wizard -The **Data Source Wizard** allows the user to create a new data source, configure it, and if there is more than one data source available, to select the one that is required for a particular task. Once created, the data source configuration will be stored in the XLS/XLSX spreadsheet file, so the user does not have to re-configure the data source again. - -To invoke the wizard, click **Add Data Source** in the **External Data Sources** group of the **Mail Merge** tab. - -![SpreadsheetControl_MailMerge_Add-New-Data-Source](../../../images/img25339.png) - -Next, proceed with the following steps in the wizard. -1. On the first page, specify the name for the new data source and click **Next**. - - ![Spreadsheet_MailMerge_DataSourceName](../../../images/img121418.png) -2. On the next page, select the data source type and click **Next**. The following steps assume that a **Database** is selected. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-01](../../../images/img25332.png) -3. If a data connection has already been specified in the application, the next wizard page allows you to select whether to use one of the existing connections, or create a new one. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-02](../../../images/img25333.png) -4. When creating a new connection, you can specify the connection parameters on the next page. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-03](../../../images/img25334.png) - - On this page, you can define a custom connection string, or select from the following supported data source types. - * Microsoft SQL Server - * Microsoft Access 97 - * Microsoft Access 2007 - * Microsoft SQL Server CE - * Oracle - * Amazon Redshift - * Google BigQuery - * Teradata - * Firebird - * IBM DB2 - * MySQL - * Pervasive PSQL - * PostgreSQL - * SAP Sybase Advantage - * SAP Sybase ASE - * SQLite - * VistaDB - * VistaDB5 - * XML File - - Depending on the selected data provider, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. - - To proceed to the next wizard page, click **Next**. -5. On this page, you are prompted whether to save the user name and password in a connection string. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-04](../../../images/img25335.png) - - Click **Next** to proceed to the next page. -6. This page allows you to select a query or a stored procedure. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-05](../../../images/img25336.png) - - Click **Run Query Builder...** to invoke the **Query Builder** window. -7. The **Query Builder** window allows you to select tables and columns to include in the result. The joins are created automatically, however you can modify them using the **Join Editor**. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-06](../../../images/img25337.png) - - Click **OK** to close the **Query Builder** dialog and return to the **Data Source Wizard**. -8. The data source is created and configured. - - ![SpreadsheetControl_MailMerge_Data-Source-Wizard-07](../../../images/img25338.png) - - Now you can click **Finish** to quit the **Data Source Wizard**. - - If the Spreadsheet is accompanied with the **Field List Panel**, the fields from the bound data source are immediately displayed within that panel. It allows you to drag and drop the required data field onto a worksheet used as a mail merge template. - - ![FielListPanel-DragDrop](../../../images/img25563.png) - - To modify the query used in the data source, click **Manage Relations -> Manage Queries** in the **External Data Sources** group to invoke the [Query Builder](query-builder.md). - -> [!TIP] -> The data source configuration is stored in .xls or .xlsx file. You can save the workbook after creating the data source. Subsequently, you can start a mail merge immediately after the XLSX/XLS file is loaded into the Spreadsheet control. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/mail-merge-overview.md b/interface-elements-for-desktop/articles/spreadsheet/mail-merge/mail-merge-overview.md deleted file mode 100644 index c7feef4bf9..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/mail-merge-overview.md +++ /dev/null @@ -1,91 +0,0 @@ ---- -title: Mail Merge Overview -author: Boris Zaitsev -legacyId: 16825 ---- -# Mail Merge Overview -The **Spreadsheet** supports the **Mail Merge** functionality, which allows you to automatically generate a set of documents based on a common template, and include unique data values retrieved from a data source in each document. Use mail merge to generate personalized letters and a variety of professional reports. -* [Add a Data Source](#datasource) -* [Create a Template](#createtemplate) -* [Generate a Merged Document](#generatedocument) - -## Add a Data Source -To perform a mail merge, you need a template and a data source from which the data is retrieved. You can specify a data source at runtime using the **Data Source Wizard**. Once created, the data source configuration will be stored in the XLS/XLSX spreadsheet file, so there is no need to re-configure the data source again. - -To invoke the wizard, click **Add Data Source** in the **External Data Sources** group of the **Mail Merge** tab. - -![SpreadsheetControl_MailMerge_Add-New-Data-Source](../../../images/img25339.png) - -The wizard allows you to select the data source type. You can choose between an external database, the Entity Framework, an object data source or an Excel workbook. - -![SpreadsheetControl_MailMerge_Data-Source-Wizard-01](../../../images/img25332.png) - -For more information on data source configuration, review the following documents: -* [Data Source Wizard](data-source-wizard.md) -* [Query Builder](query-builder.md) -* [Parameters Panel](parameters-panel.md) - -## Create a Template -A template is a workbook with one worksheet containing **mail merge fields** that will be filled with unique data values from a bound data source. - -As a rule, a template includes detail, header and footer ranges that reflect the structure of a merged document. To highlight template ranges, on the **Mail Merge** tab, in the **Design** group, click the **Mail Merge Design View** button. - -![Spreadsheet_DesignView](../../../images/img22689.png) - -A **detail range** contains information from a data source. To create a detail range, select the range of the required size and do one of the following: -* On the **Mail Merge** tab, in the **Template Ranges** group, click the **Detail** button. - - ![Spreadsheet_CreateDetailRange](../../../images/img22683.png) -* Assign the "DETAILRANGE" defined name to the selected range. - - ![Spreadhseet_DetailRangeDefinedName](../../../images/img22684.png) - -A detail range includes mail merge fields. Real data values retrieved from a data source will be displayed in a merged document instead of these fields. To create a mail merge field, use the **FIELD** function. - -| Function | Syntax | Description | -|---|---|---| -| **FIELD** | FIELD("data_field_name") | Retrieves a data value from the corresponding field of a data source. | - -A mail merge field is displayed as the name of the specified data field enclosed in square brackets. If a mail merge field is used in a cell formula as one of its elements, the entire formula is displayed in the cell. - -![SpreadsheetControl_MailMergeFields](../../../images/img21883.png) - -You can also create a multi-level report by adding nested levels within a detail range. To create the next data level, select a range within an existing detail range, and then click **Master-Detail** | **Detail Level** in the **Template Ranges** group. Click **Master-Detail** | **Data Member** to invoke the **Data Member** dialog and bind the specified detail level to a data member from a data source. - -![Spreadsheet_MasterDetailButton](../../../images/img22680.png) - -**Header** and **footer ranges** are displayed above and below all detail ranges in the resulting worksheet if all data records are merged into a single worksheet. In other [mail merge modes](#mergemodes), the header and footer are repeated for each detail range. To create a header or footer range, select the range you wish to use as a header or footer, and do one of the following: -* On the **Mail Merge** tab, in the **Template Ranges** group, click the **Header** or **Footer** button. - - ![Spreadsheet_CreateHeaderRange](../../../images/img22681.png) -* Assign the "HEADERRANGE" or "FOOTERRANGE" defined name to the selected range. - - ![Spreadsheet_HeaderRangeDefinedName](../../../images/img22685.png) - -Note that you can create a header or footer range only if the template already contains a detail range. If you do not set a detail range, the entire template will be copied for each record of the data source. - -At the template creation stage, you can access the range into which the specified cell in a template will be expanded after a mail merge is performed. To do this, use the **RANGE** function. - -| Function | Syntax | Description | -|---|---|---| -| **RANGE** | RANGE(abs_cell_reference) | Obtains the specified range of a merged document. | - -If you no longer wish to use the specified range as a detail range, header or footer, you can reset it by clicking the **Reset** button. - -![Spreadsheet_ResetButton](../../../images/img22696.png) - -## Generate a Merged Document - - -A mail merge supports three modes for generating a resulting document, as listed in the table below: - -| Mode | Description | -|---|---| -| _Multiple Documents_ | Inserts the merged range for each record of the data source into a separate workbook. | -| _Multiple Sheets_ | Inserts the merged range for each record of the data source into a separate worksheet of a single document. | -| _Single Sheet_ | Inserts all merged ranges into a single worksheet, retaining the structure of the template document. | -| _Document Orientation_ | Specifies the direction in which the detail range will be repeated. | - -To select the desired mode, on the **Mail Merge** tab, in the **Mode** group, click **Multiple Documents**, **Multiple Sheets** or **Single Sheet**. **Document Orientation** option can be useful for the **Single Sheet** mode only. - -![Spreadsheet_ModeGroup](../../../images/img22677.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/parameters-panel.md b/interface-elements-for-desktop/articles/spreadsheet/mail-merge/parameters-panel.md deleted file mode 100644 index bfa097f241..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/parameters-panel.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Parameters Panel -author: Boris Zaitsev -legacyId: 17978 ---- -# Parameters Panel -The Spreadsheet can be accompanied with the **Parameters** panel. It displays parameters used in a query to retrieve data and allows you to modify them. The following picture illustrates how to specify the order ID for data used in the mail merge template. - -![SpreadsheetControl_MailMerge_ParametersPanel](../../../images/img25262.png) - -The resulting report for order ID 10300 is shown below. - -![SpreadsheetControl_MailMerge_ParametersResult](../../../images/img25269.png) - -To add a parameter to a query, invoke the [Query Builder](query-builder.md) and click the **Filter...** button to display the **Filter Editor** window. - -The **Filter Editor** window allows you to specify a filtering criterion to be applied to the source data. - -![SpreadsheetControl_MailMerge_FilterEditor-Condition](../../../images/img25623.png) - -Click the icon on the right side of the **Filter Editor** to switch between a value, another field and a parameter. - -![SpreadsheetControl_MailMerge_FilterEditor-Value](../../../images/img25624.png) - -Click **OK** to close the **Filter Editor** dialog and click **Next** in the **Query Editor** window to navigate to the page that allows you to configure query parameters. This page is shown in the image below. - -![SpreadsheetControl_MailMerge_ParametersQueryEditor02](../../../images/img25264.png) - -Select the check box in the **Expression** column to specify an expression to calculate the parameter value. Map the query parameter to a new spreadsheet parameter. To do this, expand the drop-down list for the **Value** column and select the **New Spreadsheet Parameter...** item. - -In the invoked **Spreadsheet Parameter** dialog, specify the required parameter settings (its name, type and initial value). - -![SpreadsheetControl_MailMerge_NewSpreadsheetParameter](../../../images/img25629.png) - -After closing the [Query Builder](query-builder.md) window, you will see the newly created parameter in the **Parameters** panel as shown in the picture at the beginning of this document. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/query-builder.md b/interface-elements-for-desktop/articles/spreadsheet/mail-merge/query-builder.md deleted file mode 100644 index edf1fcbee1..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/mail-merge/query-builder.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Query Builder -author: Boris Zaitsev -legacyId: 17963 ---- -# Query Builder -When the data source is configured, you can use the built-in **Query Builder** dialog to select required data. - -To invoke the **Query Builder** window, select the **Manage Queries** item from the **Manage Relations** drop-down menu. - -![SpreadsheetControl_MailMerge_ ManageQueries](../../../images/img25605.png) - -In the **Manage Queries** dialog, click the ellipsis button in the query list to edit the selected query. - -![SpreadsheetControl_MailMerge_ ManageQueriesWindow-OrderDetails](../../../images/img25606.png) - -The **Query Editor** window appears. - -![SpreadsheetControl_MailMerge_ParametersQueryEditor01](../../../images/img25263.png) - -To modify the query, invoke the **Query Builder** window by clicking the **Run Query Builder...** button. - -![SpreadsheetControl_MailMerge_QueryDesignerWindow-OrderDetails](../../../images/img25610.png) - -To add a data table to the query, drag the required table from the list of available tables on the left and drop it onto the list of data tables to be used. Select the check box near the field to include this field in the query. A _green plus_ symbol near the field indicates that you can join tables using this field. - -Click **Preview Results...** to invoke a dialog displaying the first 1000 records of the resulting table. - -![SpreadsheetControl_MailMerge_DataPreview-OrderDetails](../../../images/img25619.png) - -Click the **Filter...** button in the **Query Builder** to invoke the **Filter Editor** window that allows you to specify a filtering criterion or create a parametrized query. - -![SpreadsheetControl_MailMerge_FilterEditor-Condition](../../../images/img25623.png) - -For more information on parameters, review the [Parameters Panel](parameters-panel.md) document. - -When all the necessary changes are made, click **OK** to close the window and save the query in the document. - -> [!TIP] -> All queries are stored in an .xls or .xlsx file. You can save the workbook after creating the data source. Subsequently, you can start performing a mail merge immediately after the XLSX/XLS file is loaded into the Spreadsheet control. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md b/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md deleted file mode 100644 index 6239417a97..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Insert a Picture -author: Natalya Senichkina -legacyId: 15755 ---- -# Insert a Picture - -The **Spreadsheet** allows you to insert pictures in a worksheet. - -You can insert graphics of the following type. -* Bitmap (*.bmp, *.dib) -* JPEG File Interchange Format (*.jpg, *.jpeg) -* Portable Network Graphics (*.png) -* Graphics Interchange Format (*.gif) -* Tagged Image Format (*.tif, *.tiff) -* Microsoft Enhanced Metafile (*.emf) -* Windows Metafile (*.wmf) -* Scalable Vector Graphics (*.svg) - ->[!NOTE] ->SVG images are preserved as vector graphics when you export documents to Open XML formats (XLSX, XLSM, XLTX, and XLTM). When exporting to non-Open XML formats, SVG images are rasterized. - -To insert a picture, follow the instructions below. -1. On the **Insert** tab, in the **Illustrations** group, click the **Picture** button. - - ![InsertPicture.png](../../../images/img21189.png) -2. In the **Open** dialog box that is invoked, locate the folder that contains the picture you want to insert. Click **Open**. The picture will be inserted into the worksheet. - - ![OpenDialogBox.png](../../../images/img21190.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md b/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md deleted file mode 100644 index 01fc99bb04..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Insert and Delete Hyperlinks -author: Natalya Senichkina -legacyId: 15766 ---- -# Insert and Delete Hyperlinks -The **Spreadsheet** allows you to [insert](#inserthyperlink), edit and [delete](#deletehyperlink) hyperlinks. A hyperlink is a link from a worksheet to another file or Web page that can be opened when you click the hyperlink text or image. - -![HyperlinkExample.png](../../../images/img21285.png) - -## Insert a Hyperlink -1. Click the cell in which you wish to insert a hyperlink. -2. Do one of the following. - * In the **Links** group within the **Insert** tab, click the **Hyperlink** button. - - ![HyperlinkInsert.png](../../../images/img21195.png) - * Right-click the cell and select **Hyperlink...** from the context menu. - - ![HyperlinkInsert2.png](../../../images/img21196.png) - * Press **CTRL+K**. -3. In the invoked **Edit Hyperlink** dialog box, select whether you wish to insert a hyperlink to an existing file, a Web page, a location within the current workbook, or an email address. Depending on your choice, provide all required options in the right pane of the dialog box. - - ![EditHyperlinkDialogBox.png](../../../images/img21197.png) - -## Delete a Hyperlink -1. To delete a hyperlink along with its text, do one of the following. - * In the **Editing** group within the **Home** tab, click the **Clear** button, and select **Clear Contents** from the drop-down list. - - ![ClearContents.png](../../../images/img21198.png) - * Right-click the cell that contains the hyperlink and select **Clear Contents** from the invoked context menu. -2. To delete a hyperlink while maintaining its text with hyperlink formatting, in the **Editing** group within the **Home** tab, click **Clear**, and select **Clear Hyperlinks** from the drop-down list. - - ![ClearHyperlinks.png](../../../images/img21199.png) -3. To delete a hyperlink while maintaining its text with default formatting, do one of the following. - * In the **Editing** group within the **Home** tab, click the **Clear** button, and select **Remove Hyperlinks** from the drop-down list. - - ![RemoveHyperlinks.png](../../../images/img21200.png) - * Right-click the cell that contains the hyperlink and select **Remove Hyperlinks** from the invoked context menu. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md b/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md deleted file mode 100644 index c0507738b9..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Move, Rotate and Resize a Picture -author: Natalya Senichkina -legacyId: 15756 ---- -# Move, Rotate and Resize a Picture -## Move a Picture -1. Click the picture you wish to move. -2. Drag the picture to a new location. - -## Rotate a Picture -1. Click the picture you wish to rotate. -2. Click the _rotation handle_ (the round arrow that appears over the selected picture) and drag it in the direction in which you wish to rotate the object. - - ![RotateExample.png](../../../images/img21191.png) -3. To rotate a picture in 15-degree increments, drag the rotation handle while holding down the **SHIFT** key. - -## Resize a Picture -1. Click the picture to be resized. -2. Drag the _sizing handle_ away from the center (or towards the center) of the picture, and release it once the desired size is reached. - - ![ResizeExample.png](../../../images/img21192.png) - -When you change the width of the object by dragging a _corner sizing handle_, the object's height will automatically be changed to maintain the aspect ratio of the object, and vice-versa. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/shortcuts-to-work-with-pictures.md b/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/shortcuts-to-work-with-pictures.md deleted file mode 100644 index 0dcbac6104..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pictures-and-hyperlinks/shortcuts-to-work-with-pictures.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Shortcuts to Work with Pictures -author: Natalya Senichkina -legacyId: 15811 ---- -# Shortcuts to Work with Pictures -The **Spreadsheet** allows you to move, resize or rotate pictures quickly using keyboard shortcuts. - -To work with pictures, use the default shortcuts listed in the table below. - -| Shortcut | Description | -|---|---| -| DELETE | Deletes the selected picture. | -| BACKSPACE | Deletes the selected picture. | -| ARROW KEYS | Move the selected picture in a worksheet. | -| ALT+LEFT ARROW KEY | Rotates the selected picture counterclockwise by 15 degrees. | -| CTRL+ALT+LEFT ARROW KEY | Rotates the selected picture counterclockwise by 1 degree. | -| ALT+RIGHT ARROW KEY | Rotates the selected picture clockwise by 15 degrees. | -| CTRL+ALT+RIGHT ARROW KEY | Rotates the selected picture clockwise by 1 degree. | -| SHIFT+RIGHT ARROW KEY | Increases the width and height of the selected picture by 10%. | -| SHIFT+UP ARROW KEY | Increases the width and height of the selected picture by 10%. | -| CTRL+SHIFT+RIGHT ARROW KEY | Increases the width and height of the selected picture by 1%. | -| CTRL+SHIFT+UP ARROW KEY | Increases the width and height of the selected picture by 1%. | -| SHIFT+LEFT ARROW KEY | Decreases the width and height of the selected picture by 10%. | -| SHIFT+DOWN ARROW KEY | Decreases the width and height of the selected picture by 10%. | -| CTRL+SHIFT+LEFT ARROW KEY | Decreases the width and height of the selected picture by 1%. | -| CTRL+SHIFT+DOWN ARROW KEY | Decreases the width and height of the selected picture by 1%. | -| CTRL+A | Selects all pictures in a worksheet. | -| TAB | Selects the next picture in a worksheet. | -| TAB+SHIFT | Selects the previous picture in a worksheet. | \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/apply-a-predefined-style-to-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/apply-a-predefined-style-to-a-pivot-table.md deleted file mode 100644 index 861f07cb39..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/apply-a-predefined-style-to-a-pivot-table.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Apply a Predefined Style to a Pivot Table -author: Polina Fedorova -legacyId: 117831 ---- -# Apply a Predefined Style to a Pivot Table -You can change the appearance of a pivot table using one of the predefined pivot table styles. Select the desired style from the **PivotTable Styles** gallery on the **PivotTable Tools** | **Design** tab and it will be automatically applied to the report. - -![Spreadsheet_PivotTable_StyleGallery](../../../images/img126484.png) - -Additionally, you can specify whether to apply style formatting to the row and column headers or to show the banded rows and columns. To do that, on the **PivotTable Tools** | **Design** tab, in the **PivotTable Style Options** group, select or clear the corresponding check box. - -![Spreadsheet_PivotTable_TableStyleOptions](../../../images/img126500.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-pivottable-layout.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-pivottable-layout.md deleted file mode 100644 index 9e947804a2..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-pivottable-layout.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Change the PivotTable Layout -author: Polina Fedorova -legacyId: 117766 ---- -# Change the PivotTable Layout -This topic describes how to specify the layout options for the entire PivotTable report or a specific [row field](#rowfield) only. - -## Change the PivotTable Layout -1. To change the PivotTable layout, on the **PivotTable Tools** | **Layout** tab, in the **Layout** group, click the **Report Layout** button. - - ![Spreadsheet_PivotTable_ReportLayout_Ribbon](../../../images/img126533.png) -2. The invoked drop-down menu allows you to apply one of the following layout forms. - * **Compact Form** - the default layout. The report is compressed to prevent data from spreading horizontally off the screen. - - ![Spreadsheet_PivotTable_LayoutForm_Compact](../../../images/img126496.png) - * **Outline Form** - the report data is outlined. - - ![Spreadsheet_PivotTable_LayoutForm_Outilne](../../../images/img126497.png) - * **Tabular Form** - the pivot table is shown in the table format. - - ![Spreadsheet_PivotTable_LayoutForm_Tabular](../../../images/img126498.png) -3. For the outline and tabular forms, you can enable repeating item labels in the outer row fields. To do that, select the **Repeat All Item Labels** item in the **Report Layout** drop-down menu. To disable repeating, select **Do Not Repeat Item Labels**. -4. You can also specify whether to show/hide subtotals and grand totals in the PivotTable report, or insert the blank line after each item in the outer row fields. To do that, on the **PivotTable Tools** | **Layout** tab, in the **Layout** group, click the **Subtotals**, **Grand Totals** or **Blank Rows** button, respectively, and select the desired action from the drop-down menu. - - ![Spreadsheet_PivotTable_Layout_LayoutForm](../../../images/img126535.png) -5. The advanced layout options can be specified using the **Layout & Format** tab of the **PivotTable Options** dialog. To invoke it, click the **PivotTable Options** button in the **PivotTable** group. - - ![Spreadsheet_PivotTable_PivotTableOptionsRibbon](../../../images/img126505.png) - - - -## Change the Field Layout -* You can change the layout options for the specific row fields only. To do that, select a row field and on the **PivotTable Tools** | **Analyze** tab, in the **Active Field** group, click the **Field Settings** button. - - ![Spreadsheet_PivotTable_Format_RowAndColumn_Ribbon](../../../images/img126642.png) -* In the invoked **Field Settings** dialog, switch to the **Layout & Print** tab. - - ![Spreadsheet_PivotTable_Layout_FieldSettingsDialog](../../../images/img126707.png) -* To show field items in tabular or outline form, select the corresponding option in the **Layout** section. To display field items in compact form, select **Show item labels in outline form** and then click the **Display labels from the next field in the same column (compact form)** check box. - -The **Field Settings** dialog also allows you to specify whether to repeat item labels for an outer field, insert the blank line after each field item, or show items with no data. To do that, select the corresponding check boxes in the **Layout** section. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-value-field-settings.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-value-field-settings.md deleted file mode 100644 index eb9933b3db..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/change-the-value-field-settings.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Change the Value Field Settings -author: Polina Fedorova -legacyId: 117830 ---- -# Change the Value Field Settings -By default, when you add a numeric field to the Values area, its data is summarized by the _Sum_ function. For a text field or field containing blank cells, the _Count_ function is used as the default summary function. - -However, you can change how summary values are calculated and displayed within the PivotTable report. To do this, follow the steps below. -1. Select any cell in the value field you wish to modify. On the **PivotTable Tools** | **Analyze** tab, in the **Active Field** group, click the **Field Settings** button. - - ![Spreadsheet_PivotTable_ModifyDataCells_FieldSettings](../../../images/img126504.png) -2. The invoked **Value Field Settings** dialog allows you to provide the custom name for the value field and change the aggregate function used to summarize its values. On the **Show Values As** tab, you can configure how calculation results should be displayed in cells. - - ![Spreadsheet_PivotTable_Format_FieldSettingsDilaog](../../../images/img126481.png) -3. To change the default number format applied to the value field, click the **Number Format** button. In the invoked **Format Cells** dialog, select the desired format type, specify the corresponding settings and click **OK**. - - ![Spreadsheet_PivotTable_NumberFormat](../../../images/img126482.png) -4. The result is shown in the image below. - - ![Spreadsheet_PivotTable_FormatCells_Result](../../../images/img126483.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/create-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/create-a-pivot-table.md deleted file mode 100644 index 9bfab2ebec..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/create-a-pivot-table.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Create a Pivot Table -author: Polina Fedorova -legacyId: 117759 ---- -# Create a Pivot Table -A **pivot table** represents a summary table used to explore, analyze and aggregate large amounts of data in a worksheet. It helps divide your data into categories and subcategories, and automatically calculates subtotals and grand totals using the most suitable summary function from a predefined list. - -To create a PivotTable report, follow the steps below. -1. On the **Insert** tab, in the **Tables** group, click the **PivotTable** button. - - ![Spreadsheet_PivotTable_Create](../../../images/img126424.png) -2. In the invoked **Create PivotTable** dialog, specify the source data and the location of the new pivot table, and click **OK**. - - > [!IMPORTANT] - > Before creating a pivot table, make sure that the source data is organized in a tabular format, has column headings in the first row and does not include blank rows or columns. - - ![Spreadsheet_PivotTable_CreatePivotTable](../../../images/img126425.png) -3. An empty report is created and the **Field List** pane is invoked. - - ![Spreadsheet_PivotTable_Create_EmptyReport](../../../images/img126477.png) -4. To fill the pivot table with data, select the desired field in the **Field List** pane and drop it to the one of the following areas at the pane bottom. - * **Rows Area** - contains fields used to group report data by rows. - * **Columns Area** - contains fields used to break report data into categories by columns. - * **Values Area** - contains fields against which summaries are calculated. As a rule, value fields contain numeric values, which are summarized with the Sum function, but you can [change the calculation type](change-the-value-field-settings.md) by selecting one of the predefined functions (Count, Average, Min, Max, Product, Count Numbers, StdDev, StdDevp, Var, or Varp). - * **Filters Area** - contains fields used to filter the entire PivotTable report to display data for the selected items. - - All the changes are automatically reflected in the report. - - ![Spreadsheet_PivotTable_Create_Fields](../../../images/img126583.png) -5. To postpone the report update, select the **Defer Layout Update** check box at the bottom of the pane. The table will be updated only after clicking the **Update** button. - - ![Spreadsheet_PivotTable_DeferLayoutUpdate](../../../images/img126428.png) -6. To clear the PivotTable report, on the **PivotTable Tools** | **Analyze** tab, in the **Actions** group, click the **Clear PivotTable** button and select the **Clear All** item from the drop-down list. - - ![Spreadsheet_PivotTable_ClearAll](../../../images/img126478.png) -7. To remove the pivot table completely, select the entire PivotTable range and press **DELETE**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/filter-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/filter-a-pivot-table.md deleted file mode 100644 index ce5bc08502..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/filter-a-pivot-table.md +++ /dev/null @@ -1,107 +0,0 @@ ---- -title: Filter a Pivot Table -author: Polina Fedorova -legacyId: 117806 ---- -# Filter a Pivot Table -The **Spreadsheet** provides numerous ways to apply filtering to the PivotTable fields to display only data that meets specific criteria. Select the task you wish to perform. -* [Use a Report Filter](#page) -* [Filter Row or Column Items](#item) -* [Use a Label Filter](#labels) -* [Use a Date Filter](#date) -* [Use a Value Filter](#values) -* [Use Multiple Filters per Field](#multiple) -* [Remove a Filter](#remove) - - - -## Use a Report Filter -A report filter allows you to filter the entire PivotTable report to show data for specific items. To use a report filter, follow the steps below. -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the report filter field. - - ![Spreadsheet_PivotTable_Filter_PageFilter_Arrow](../../../images/img126632.png) -2. In the invoked dialog, click the **Uncheck All** button to deselect the values. Then, select the check box for the item you wish to display. To select multiple items, select the **Select Multiple Items** check box at the pane bottom. Click **OK** to apply changes. - - ![Spreadsheet_PivotTable_Filtering_PageFilter_Dialog](../../../images/img126633.png) -3. The resulting report is shown in the image below. The **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) appears in the report filter field to indicate that the filter is applied. - - ![Spreadsheet_PivotTable_Filtering_PageFilter_Resultq](../../../images/img126634.png) - - - -## Filter Row or Column Items -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the **Row Labels** or **Column Labels** cell. If there are multiple fields in the area, select the row or column field you wish to filter. -2. In the drop-down menu, select **Item Filter...** - - ![Spreadsheet_PivotTable_Filter_ItemFilter_ContextMenu](../../../images/img126635.png) -3. In the invoked dialog, click the **Uncheck All** button to deselect the values. Then, select the item(s) you wish to display and click **OK**. - - ![Spreadsheet_PivotTable_Filter_ItemFilter_Dialog](../../../images/img126636.png) -4. The resulting report is shown in the image below. The **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) appears in the row or column label to indicate that the filter is applied. - - ![Spreadsheet_PivotTable_Filter_ItemFilter_Result](../../../images/img126637.png) - - - -## Use a Label Filter -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the **Row Labels** or **Column Labels** cell. If there are multiple fields in the area, select the row or column field you wish to filter. -2. Point to the **Label Filters** item and select one of the built-in comparison operators. - - ![Spreadsheet_PivotTable_Filtering](../../../images/img126446.png) -3. In the invoked dialog, specify the filter criteria and click **OK**. - - ![Spreadsheet_PivotTable_LabelFilteringDialog](../../../images/img126447.png) -4. The resulting report is shown in the image below. The **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) appears in the row or column label to indicate that the filter is applied. - - ![Spreadsheet_PivotTable_Filtering_Labels_Result](../../../images/img126469.png) - - - -## Use a Date Filter -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the header of the row or column field containing dates. -2. Point to the **Date Filters** item and select one of the built-in dynamic filter types to display dates that fall within a specified time period (next, this or last week, month, year, etc.) or select the **Before**, **After**, **Equals** or **Between** item to find dates that are before, after or equal to the specified date, or between two dates. - - ![Spreadsheet_PivotTable_Filter_Dates_ContextMenu](../../../images/img126638.png) -3. In the invoked **Date Filter** dialog, specify the date(s) to filter by and click **OK**. - - ![Spreadsheet_PivotTable_Filter_Dates_Dialog](../../../images/img126639.png) -4. The resulting report is shown in the image below. The **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) appears in the row or column label to indicate that the filter is applied. - - ![Spreadsheet_PivotTable_Filter_Dates_Result](../../../images/img126640.png) - - - -## Use a Value Filter -A value filter allows you to filter items in a row or column field based on summary values. To use a value filter, follow the steps below. -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the **Row Labels** or **Column Labels** cell. If there are multiple fields in the area, select the row or column field to which a filter should be applied. -2. Point to the **Value Filters** item and select one of the built-in comparison operators. - - ![Spreadsheet_PivotTable_Filtering_Values_ContextMenu](../../../images/img126467.png) -3. In the invoked dialog, specify the filter criteria and click **OK**. Note that the filtering will be applied to the filtered field's **Grand Total** values. - - ![Spreadsheet_PivotTable_Filtering_Values_Dialog](../../../images/img126468.png) -4. The resulting report is shown in the image below. The **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) appears in the row or column label to indicate that the filter is applied. - - ![Spreadsheet_PivotTable_Filtering_Values_Result](../../../images/img126470.png) - - - -## Use Multiple Filters per Field -To enable the capability to apply multiple filters to a single row or column field, do the following. -* On the **PivotTable Tools** | **Analyze** tab, in the **PivotTable** group, click the **PivotTable Options** button. - - ![Spreadsheet_PivotTable_Filtering_PivotTableOptions](../../../images/img126775.png) -* In the invoked **PivotTable Options** dialog, switch to the **Totals & Filters** tab and check the **Allow multiple filters per field** box. - - ![Spreadsheet_PivotTable_Filtering_MultipleFilters](../../../images/img126774.png) - - - -## Remove a Filter -To remove a filter, do the following. -* To remove a filter from a specific field, click the **Filter** button ![Spreadsheet_AppliedFilterIcon](../../../images/img25636.png) and select the **Clear Filter From 'Field Name'** item in the drop-down menu. - - ![Spreadsheet_PivotTable_Filtering_Remove](../../../images/img126448.png) -* To clear all filters applied to the PivotTable fields at once, on the **PivotTable Tools** | **Analyze** tab, in the **Actions** group, click **Clear PivotTable** | **Clear Filters**. - - ![Spreadsheet_PivotTable_Filtering_RemoveAllFilters](../../../images/img126772.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/group-items-in-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/group-items-in-a-pivot-table.md deleted file mode 100644 index 67801437da..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/group-items-in-a-pivot-table.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: Group Items in a Pivot Table -author: Polina Fedorova -legacyId: 117763 ---- -# Group Items in a Pivot Table -Grouping can help you get a clearer view of data and show only data you want to analyze. The following topic describes how to group [dates](#date), [numbers](#number) or [selected items](#text) in a pivot table. - - - -## Group a Pivot Table by Date -1. Right-click a cell within a row or column field containing dates and select **Group...** - - ![Spreadsheet_PivotTable_GroupingDates_ContextMenu](../../../images/img126549.png) - - ...or on the **PivotTable Tools** | **Analyze** tab, in the **Group** group, click the **Group Field** button. - - ![Spreadsheet_PivotTable_Grouping_Ribbon](../../../images/img126551.png) -2. The **Grouping** dialog is invoked. Type the first and last date or time you want to group by, select one or more date or time intervals for grouping and click **OK**. - - ![SpreadsheetPivotTable_GroupingDates_Dialog](../../../images/img126553.png) -3. As a result, the date field will be grouped as shown in the image below. - - ![Spreadsheet_PivotTable_GroupingDates_Result](../../../images/img126552.png) - - - -## Group a Pivot Table by Numbers -1. Right-click a cell within a row or column field containing numeric values and select **Group...** - - ![Spreadsheet_PivotTable_GroupingNumbers_ContextMenu](../../../images/img126554.png) - - ...or on the **PivotTable Tools** | **Analyze** tab, in the **Group** group, click the **Group Field** button. - - ![Spreadsheet_PivotTable_Grouping_Ribbon](../../../images/img126551.png) -2. The **Grouping** dialog is invoked. Type in start value, end value, interval and click **OK**. - - ![Spreadsheet_PivotTable_GroupingNumbers_Dialog](../../../images/img126555.png) -3. The result is shown in the image below. - - ![Spreadsheet_PivotTable_GroupingNumbers_Result](../../../images/img126556.png) - - - -## Group Selected Items -1. Select the items that you want to group. -2. Right-click the selected range and select the **Group** item from the context menu... - - ![Spreadsheet_PivotTable_GroupingLabels_ContextMenu](../../../images/img126540.png) - - ...or on the **PivotTable Tools** | **Analyze** tab, in the **Group** group, click the **Group Selection** button. - - ![Spreadsheet_PivotTable_GroupingLabels_Ribbon](../../../images/img126541.png) -3. As a result, the selected range will be combined into a single group. To rename the group, select the group header, press **F2** and type the required name. - - ![Spreadsheet_PivotTable_GroupingLabels_Result](../../../images/img126542.png) -4. You can also enable or disable displaying the subtotal for the created group. To do that, right-click the group header and select the **Subtotal 'Field Name'** item. - - ![Spreadsheet_PivotTable_GroupingLables_SubtotalContextMenu](../../../images/img126543.png) -5. The resulting report is shown in the image below. - - ![Spreadsheet_PivotTable_GroupingLabels_SubtotalResult](../../../images/img126544.png) - -## Ungroup Data -To ungroup data in a pivot table, do one of the following. -* Right-click the grouped field and select **Ungroup...** from the context menu. - - ![Spreadsheet_PivotTable_Grouping_UngroupContextMenu](../../../images/img126465.png) -* Select any cell in the grouped field and on the **Pivot Table Tools** | **Analyze** tab, in the **Group** group, click the **Ungroup** button. - - ![Spreadsheet_PivotTable_Grouping_UngroupRibbon](../../../images/img126466.png) - -Note that ungrouping a numeric or date and time field will remove all groups for that field. If you ungroup a group of selected items, only the selected items will be ungrouped. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/insert-a-calculated-field-and-calculated-item.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/insert-a-calculated-field-and-calculated-item.md deleted file mode 100644 index db6ff04440..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/insert-a-calculated-field-and-calculated-item.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Insert a Calculated Field and Calculated Item -author: Polina Fedorova -legacyId: 117783 ---- -# Insert a Calculated Field and Calculated Item -If the predefined aggregation functions or the **Show Values As** calculation options do not meet your requirements, you can create your own formulas to calculate values in a PivotTable report by inserting [calculated fields](#calculatedfield) and [calculated items](#calculateditem). - - - -## Insert a Calculated Field -**Calculated fields** can perform calculations using the contents of other fields in the report. A calculated field's formula should conform to the common syntax rules and contain only supported elements. -* In the formula, you can use constants and refer to other fields in the pivot table. The calculation will be performed on the sum of the underlying data for any fields in the formula. When you reference a field in your formula, you can enclose its name in apostrophes or omit them. -* You cannot create formulas that use a cell reference, defined name, circular references and arrays. -* The formula cannot refer to the PivotTable’s subtotals, totals and Grand Total value. - -To insert a calculated field, do the following. -1. Select a cell within the PivotTable report and on **PivotTable Tools** | **Analyze** tab, in the **Calculation** group, click the **Fields, Items, & Sets** button. In the drop-down menu, select the **Calculated Field...** item to invoke the **Insert Calculated Field** dialog. - - ![Spreadsheet_PivotTable_CalculatedField_Ribbon](../../../images/img126512.png) -2. In the dialog window, specify the name and formula for the calculated field. To use data from another field in the formula, click the required field in the **Fields** box, and then click **Insert Field**. - - ![Spreadsheet_PivotTable_CalculatedField_InsertDialog](../../../images/img126513.png) -3. Click **Add**, and then click **OK**. As a result, the new field will be automatically added to the **Values** area of the PivotTable report. - - ![Spreadhseet_PivotTable_CalculatedField_Result](../../../images/img126514.png) -4. To delete a calculated field, invoke the **Insert Calculated Field** dialog, select the required field from the **Name** drop-down list and click **Delete**. - - ![Spreadsheet_PivotTable_CalculatedField_Delete](../../../images/img126628.png) - - - -## Insert a Calculated Item -A **calculated item** is a custom item in a PivotTable field whose value is produced based on values of other items in the same field. Before inserting a calculated item, take into account the following restrictions. -* You cannot add a calculated item to a page field. Also, you cannot move a row or column field containing calculated items to the page area of the PivotTable report. -* You cannot add a calculated item to a grouped field. Ungroup the field before inserting the calculated item. -* You cannot add multiple copies of a field containing calculated items to the data area. -* You cannot add a calculated item to a PivotTable report that uses the **Average**, **StdDev**, **StdDevp**, **Var** or **Varp** aggregation function in the data area. - -To insert a calculated item, follow the steps below. -1. Select a cell in the field to which the calculated item should be added. On the **PivotTable Tools** | **Analyze** tab, in the **Calculations** group, click the **Fields, Items, & Sets** item and select the **Calculated Item...** item from the drop-down menu. - - ![Spreadsheet_PivotTable_CalculatedItem_Ribbon](../../../images/img126515.png) -2. In the invoked **Insert Calculated Item** dialog, specify the name and formula for the calculated item. To use a value of another item in the formula, click the required item in the **Items** list, and then click **Insert Item**. Note that you can use only items from the same field as the calculated item. - - ![Spreadsheet_PivotTable_CalculatedItem_Dialog](../../../images/img126516.png) -3. Click **Add**, and then click **OK**. As a result, the new item will be added to the field. - - ![Spreadsheet_PivotTable_CalculatedItem_Result](../../../images/img126517.png) -4. To delete a calculated item, invoke the **Insert Calculated Item** dialog, select the required item from the **Name** drop-down list and click **Delete**. - - ![Spreadsheet_PivotTable_CalculatedItem_Delete](../../../images/img126629.png) - -## Create a List of the PivotTable Formulas -You can automatically create a list of all the calculated fields and items used in the current pivot table. To do that, on the **PivotTable Tools** | **Analyze** tab, in the **Calculations** group, click the **Fields, Items, & Sets** item and select the **List Formulas** item from the drop-down menu. As a result, the list will be created on a new worksheet and will appear as in the image below. - -![Spreadsheet_PivotTable_CalculatedItems_ListFormulas](../../../images/img126690.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/modify-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/modify-a-pivot-table.md deleted file mode 100644 index 47f376453a..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/modify-a-pivot-table.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Modify a Pivot Table -author: Polina Fedorova -legacyId: 117804 ---- -# Modify a Pivot Table -The following topic describes how to modify the existing pivot table. Select the task you wish to perform. -* [Rearrange the PivotTable Fields](#rearrange) -* [Change the PivotTable Data Source](#datasource) -* [Move the Pivot Table](#move) - - - -## Rearrange the PivotTable Fields -To reorganize the pivot table structure, use the **Field List** pane. It invokes automatically when you select any cell in the report. - -If you closed the pane, you can re-invoke it from the ribbon menu. To do that, on the **PivotTable Tools** | **Analyze** tab, in the **Show** group, click the **Field List** button. - -![Spreadsheet_PivotTable_FieldListPaneRibbon](../../../images/img126429.png) - -In the **Field List** pane, you can rearrange fields within the report by dragging them between the area sections at the bottom of the pane. To remove the field from the report, drag it outside the pane. All changes will be applied immediately. - -![Spreadsheet_PivotTable_FieldListPane](../../../images/img126426.png) - -Additionally, you can reorder fields or specific field items within the area. To do that, right-click the required cell in the report and select the appropriate **Move** command from the context menu. - -![Spreadsheet_PivotTable_MoveTableItems](../../../images/img126569.png) - - - -## Change the PivotTable Data Source -To change the data source of the pivot table report, on the **PivotTable Tools** | **Analyze** tab, in the **Data** group, click the **Change Data Source** button. - -The invoked dialog allows you to select the new source range for the pivot table. - -![Spreadsheet_PivotTable_ChangeDataSource](../../../images/img126568.png) - - - -## Move the PivotTable -To move the entire report, on the **PivotTable Tools** | **Analyze** tab, in the **Actions** group, click the **Move PivotTable** button. The invoked dialog allows you to move the report to another cell range within the existing worksheet or to a new worksheet. - -![Spreadsheet_PivotTable_MovePivotTable](../../../images/img126570.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/refresh-the-pivottable-data.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/refresh-the-pivottable-data.md deleted file mode 100644 index 9426bb70a8..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/refresh-the-pivottable-data.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Refresh the PivotTable Data -author: Polina Fedorova -legacyId: 117892 ---- -# Refresh the PivotTable Data -You can update (refresh) the PivotTable data manually (while generating the report) or automatically (when you open the workbook with the pivot table). The steps below provide more detailed information about how to accomplish these tasks. -1. To update the pivot table manually, on the **PivotTable Tools** | **Analyze** tab, in the **Data** group, click **Refresh** and select the **Refresh** item from the invoked drop-down menu. To update all pivot tables of the current workbook, select **Refresh All**. - - ![Spreadsheet_PivotTable_Refresh_Ribbon](../../../images/img126819.png) -2. To refresh the pivot table when opening the file, use the **PivotTable Options** dialog. To invoke it, on the **PivotTable Tools** | **Analyze** tab, in the **PivotTable** group, click **PivotTable Options**. - - ![Spreadsheet_PivotTable_OptionDialog_FromRibbon](../../../images/img126825.png) -3. Switch to the **Data** tab. In the **PivotTable Data** section, select the **Refresh data when opening the file** check box. - - ![Spreadsheet_PivotTable_Refresh_Automatically](../../../images/img126821.png) -4. To preserve the PivotTable display and formatting settings during the update operation, switch to the dialog's **Layout & Format** tab. Here you can specify whether to auto-fit the column widths or preserve cell formatting when updating the report. To do that, select the required options in the last section of the dialog. - - ![Spreadsheet_PivotTable_Refresh_DialogSettings](../../../images/img126820.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/sort-items-in-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/sort-items-in-a-pivot-table.md deleted file mode 100644 index 74ee465163..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/sort-items-in-a-pivot-table.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Sort Items in a Pivot Table -author: Polina Fedorova -legacyId: 117765 ---- -# Sort Items in a Pivot Table -The following topic describes how to sort items in the PivotTable fields by [labels](#labels) and [summary values](#values). - - - -## Sort Item Labels -Item labels in a PivotTable field can be sorted by text (**A to Z** or **Z to A**), numbers (**smallest to largest** or **largest to smallest**), or dates and times (**oldest to newest** or **newest to oldest**). To apply sorting, do the following. -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the **Row Labels** or **Column Labels** cell. If there are multiple fields in the area, select the row or column field you wish to sort. -2. In the invoked drop-down list, select the **Sort A to Z** item to use ascending order, or click **Sort Z to A** to sort in descending order. As a result, items in the filtered field will be reordered correspondingly. The tiny arrow ![Spreadsheet_SortedArrow](../../../images/img25503.png) appears in the row or column label to indicate that data in the report is sorted. - - ![Spreadsheet_PivotTable_Sorting](../../../images/img126444.png) - - - -## Sort Items By Summary Values -Besides sorting item labels, you can also sort items in a row or column field based on data in the **Values** area of the PivotTable report. To do this, follow the steps below. -1. Click the arrow ![Spreadsheet_FilterAndSortArrow](../../../images/img25500.png) in the **Row Labels** or **Column Labels** cell. In the invoked drop-down list, select the row or column field you wish to sort (if there are multiple fields in the area), and then click the **More Sort Options...** item. - - ![Spreadsheet_PivotTable_Sorting_Values_MoreSortOptions_ContextMenu](../../../images/img126471.png) -2. In the invoked dialog box, select the desired sort order and the value field to sort by. Click the **More Options...** button. - - ![Spreadsheet_PivotTables_Sorting_Values_MoreOptionsDialog](../../../images/img126472.png) -3. In the **More Sort Options** dialog, click **Grand Total** or select a row/column in the **Values** area to sort by and click **OK**. - - ![Spreadsheet_PivoteTable_Sorting_Values_MoreOptionsDialog2](../../../images/img126473.png) -4. The result is shown in the image below. The tiny arrow ![Spreadsheet_SortedArrow](../../../images/img25503.png) appears in the row or column label to indicate that data in the corresponding field is sorted. - - ![Spreadsheet_PivotTable_Sorting_Values_Result](../../../images/img126474.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/subtotal-and-total-fields-in-a-pivot-table.md b/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/subtotal-and-total-fields-in-a-pivot-table.md deleted file mode 100644 index db2f6d3b77..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/pivot-tables/subtotal-and-total-fields-in-a-pivot-table.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Subtotal and Total Fields in a Pivot Table -author: Polina Fedorova -legacyId: 117873 ---- -# Subtotal and Total Fields in a Pivot Table -The following topic describes how to manage the [subtotals](#subtotals) and [grand totals](#grandtotals) in a pivot table. - - - -## Subtotal Row and Column Fields -1. Click the target row or column field within the report and on the **PivotTable Tools** | **Analyze** tab, in the **Active Field** group, click the **Field Settings** button. - - ![Spreadsheet_PivotTable_Format_RowAndColumn_Ribbon](../../../images/img126642.png) -2. On the **Subtotals & Filters** tab of the invoked **Field Settings** dialog, select one of the following options and click **OK** to apply changes. - * **Automatic** - to calculate the subtotals using the default summary function. - * **Custom** - to use one or multiple custom functions for subtotal calculation. Note that if the target row or column field contains calculated items, the custom function(s) cannot be used. - * **None** - to remove subtotals. - - ![Spreadsheet_PivotTable_Format_RowsAndColumns_Dialog](../../../images/img126643.png) -3. To specify the subtotal display settings, on the **PivotTable Tools** | **Design** tab, in the **Layout** group, click the **Subtotals** button. The invoked drop-down menu allows you to display the subtotals at the top or bottom of each item in the outer row fields in compact or outline form, or hide subtotals. - - ![Spreadsheet_PivotTable_Subtotals_Ribbon](../../../images/img126800.png) -4. As a result, the pivot table will appear as follows. - - ![Spreadsheet_PivotTable_Format_RowsAndColumns_Result](../../../images/img126644.png) - - - -## Show or Hide Grand Totals -1. To show or hide the grand totals for a pivot table, on the **PivotTable Tools** | **Design** tab, in the **Layout** group, click **Grand Totals**. In the invoked drop-down menu, select one of the available options. You can hide/show the grand totals for the entire report or for the rows or columns only. - - ![Spreadsheet_PivotTable_GrandTotals_Ribbon](../../../images/img126855.png) -2. To specify the default settings for displaying grand totals, use the **PivotTable Options** dialog. To invoke it, on the **PivotTable Tools** | **Analyze** tab, in the **PivotTable** group, click the **PivotTable Options** button. - - ![Spreadsheet_PivotTable_OptionDialog_FromRibbon](../../../images/img126825.png) -3. Switch to the **Totals & Filters** tab. To show or hide the grand totals for rows, columns or the entire PivotTable report, select or clear the corresponding check box(es) in the **Grand Totals** section. - - ![Spreadsheet_PivotTable_GrandTotals_OptionsDialog](../../../images/img126858.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/protection/encrypt-a-workbook-with-the-password.md b/interface-elements-for-desktop/articles/spreadsheet/protection/encrypt-a-workbook-with-the-password.md deleted file mode 100644 index c1744ecfdc..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/protection/encrypt-a-workbook-with-the-password.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Encrypt a Workbook with the Password -author: Polina Fedorova -legacyId: 117882 ---- -# Encrypt a Workbook with the Password -You can encrypt your document with a password to prevent unauthorized people from opening or modifying your workbooks. To do that, follow the steps below. -1. In the **Info** group on the **File** tab, click the **Encrypt with Password** button. - - ![Spreadsheet_Protection_Encryption_Ribbon](../../../images/img126755.png) -2. In the invoked dialog, specify the encryption password. Then, re-enter the password again and click **OK**. - - ![Spreadsheet_Protection_Encryption_Dialog](../../../images/img126756.png) -3. Save the workbook to apply changes. The next time the workbook will be opened, a simple dialog that prompts for a password will be invoked. - - ![Spreadsheet_Protection_Encryption_PasswordRequest](../../../images/img126757.png) -4. To remove the password encryption, in the **Info** group on the **File** tab, click the **Encrypt with Password** button. In the invoked window, clear the contents of the **Password** box. Save the document to apply changes. - - ![Spreadsheet_Encryption_Remove](../../../images/img126862.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-workbook.md b/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-workbook.md deleted file mode 100644 index 0bbd90c9c2..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-workbook.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Protect a Workbook -author: Boris Zaitsev -legacyId: 17991 ---- -# Protect a Workbook -Workbook protection prevents users from changing a workbook’s structure (by moving, deleting, adding, hiding or displaying a hidden worksheet) or window position (by freezing or unfreezing panes). - -You can protect a worksheet by using the following dialog: - -![Protect_Workbook](../../../images/img23283.png) - -To invoke this dialog, on the **Review** tab, in the **Changes** group, click **Protect Workbook**. - -![SpreadsheetControl_Review_Changes](../../../images/img23281.png) - -In a protected workbook, this button displays the "**Unprotect Workbook**" caption, which invokes a simple dialog that prompts for a password or unlocks the workbook if an empty password was set. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-worksheet.md b/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-worksheet.md deleted file mode 100644 index c24ff345e8..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-a-worksheet.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Protect a Worksheet -author: Boris Zaitsev -legacyId: 17992 ---- -# Protect a Worksheet -Worksheet protection locks the cells so that you can only perform a specific (restricted) set of actions. - -By default, all cells in the worksheet are locked. When protection is applied to the worksheet, these cells become read-only. However, you can specify certain actions which can be performed with the locked cells in a protected worksheet. - -To protect a worksheet, use the following dialog: - -![Protect_Sheet](../../../images/img23282.png) - -To invoke this dialog, on the **Review** tab, in the **Changes** group, click the **Protect Sheet** button. - -![Spreadsheet_Review_ProtectSheet](../../../images/img121537.png) - -In a protected sheet, this button displays the "**Unprotect Sheet**" caption, which invokes a simple dialog that prompts for a password or unlocks the sheet if an empty password was set. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-worksheet-ranges.md b/interface-elements-for-desktop/articles/spreadsheet/protection/protect-worksheet-ranges.md deleted file mode 100644 index 741ff0ef0a..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/protection/protect-worksheet-ranges.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Protect Worksheet Ranges -author: Boris Zaitsev -legacyId: 17993 ---- -# Protect Worksheet Ranges -In a protected worksheet, all locked cells are read-only. However, you can unlock certain ranges for users who provide the correct password. You can also specify user accounts and groups who can edit specific ranges without a password. - -To accomplish this task, invoke the **Allow Users to Edit Ranges** dialog. On the **Review** tab, in the **Changes** group, click **Allow Users to Edit Ranges**. - -![Spreadsheet_Review_AllowUsersToEditRanges](../../../images/img121538.png) - -The **Allow Users to Edit Ranges** dialog is shown in the picture below. - -![Protect_Allow_Users_To_Edit_Ranges](../../../images/img23284.png) - -Click the **New...** button to display a dialog to specify the worksheet range and password, as illustrated below. - -![Protect_New_Range](../../../images/img23285.png) - -The **Permissions...** button allows you to specify Active Directory users and groups. - -![Protect_Permission_for_Range1](../../../images/img23286.png) - -After all required permissions and password-protected ranges are specified, apply protection to the worksheet to activate permissions as described in the [Protect a Worksheet](protect-a-worksheet.md) document. - -When attempting to edit a cell content in a protected range for which a permission is specified, you will be prompted for a password if your user account is not listed in the Permissions dialog for that range or if the account does not belong to the user group listed in that dialog. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/shortcuts.md b/interface-elements-for-desktop/articles/spreadsheet/shortcuts.md deleted file mode 100644 index 9f4ddf9478..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/shortcuts.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Shortcuts -author: Natalya Senichkina -legacyId: 15841 ---- -# Shortcuts - -The **Spreadsheet** provides the capability to perform common commands quickly using keyboard shortcuts. - -All supported shortcuts are divided into the following groups: - -* [File Operations](keyboard-shortcuts/file-operations.md) -* [Navigation inside Worksheets](keyboard-shortcuts/navigation-inside-worksheets.md) -* [Work with Selections](keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Cell Content](keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md) -* [Cell Formatting](keyboard-shortcuts/cell-formatting.md) -* [Work with Columns and Rows](keyboard-shortcuts/work-with-columns-and-rows.md) -* [Sort and Filter](keyboard-shortcuts/sort-and-filter.md) -* [Work with Formulas](keyboard-shortcuts/work-with-formulas.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md b/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md deleted file mode 100644 index e834537ab1..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md +++ /dev/null @@ -1,108 +0,0 @@ ---- -title: Ribbon Interface -author: Natalya Senichkina -legacyId: 15798 ---- -# Ribbon Interface - -The comprehensive functionality of the **Spreadsheet** is provided by a set of **Ribbon** pages. Ribbon pages are divided into logical groups that include commands with common features. Use the **Ribbon** interface to perform basic operations in the **Spreadsheet** ([load](../file-operations/load-a-workbook.md), [create](../file-operations/create-a-workbook.md) and [save](../file-operations/save-a-workbook.md) workbooks, [add](../file-operations/create-a-worksheet.md) or [remove](../file-operations/delete-a-worksheet.md) worksheets, [format cells](../cell-formatting/format-cells.md), [insert rows](../columns-and-rows/insert-and-delete-columns-and-rows.md) and [columns](../columns-and-rows/insert-and-delete-columns-and-rows.md), etc.). - -## File Tab - -![Spreadsheet_FileTab14_2](../../../images/img25457.png) - -* [Create a Workbook](../file-operations/create-a-workbook.md) -* [Load a Workbook](../file-operations/load-a-workbook.md) -* [Save a Workbook](../file-operations/save-a-workbook.md) -* [Print a Workbook](../file-operations/print-a-workbook.md) -* [Undo and Redo Last Actions](../file-operations/undo-and-redo-last-actions.md) -* [Encrypt a Workbook with the Password](../protection/encrypt-a-workbook-with-the-password.md) - -## Home Tab - -![HomeTab1.png](../../../images/img21261.png) - -![Spreadsheet_HomeTab](../../../images/img22672.png) - -* [Copy and Paste Cell Content](../editing-cells/copy-and-paste-cell-content.md) -* [Format Cells](../cell-formatting/format-cells.md) -* [Format Cell Content](../cell-formatting/format-cell-content.md) -* [Wrap Text and Merge Cells](../cell-formatting/wrap-text-and-merge-cells.md) -* [Number Formatting](../cell-formatting/number-formatting.md) -* [Conditional Formatting](../cell-formatting/conditional-formatting.md) -* [Clear Cell Formatting](../cell-formatting/clear-cell-formatting.md) -* [Insert and Delete Columns and Rows](../columns-and-rows/insert-and-delete-columns-and-rows.md) -* [Show and Hide Columns and Rows](../columns-and-rows/show-and-hide-columns-and-rows.md) -* [Specify Column Width and Row Height](../columns-and-rows/specify-column-width-and-row-height.md) -* [Fill Data Automatically](../editing-cells/fill-data-automatically.md) -* [Find and Replace](../editing-cells/find-and-replace.md) - -## Insert Tab - -![Spreadsheet_InsertTab](../../../images/img22673.png) - -* [Create a Pivot Table](../pivot-tables/create-a-pivot-table.md) -* [Create a Table](../tables/create-a-table.md) -* [Insert a Picture](../pictures-and-hyperlinks/insert-a-picture.md) -* [Move, Rotate and Resize a Picture](../pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md) -* [Insert and Delete Hyperlinks](../pictures-and-hyperlinks/insert-and-delete-hyperlinks.md) -* [Charting Overview](../charting/charting-overview.md) -* [Creating a Chart](../charting/creating-a-chart.md) -* [Changing a Chart Type](../charting/changing-a-chart-type.md) -* [Applying a Predefined Chart Layout and Style](../charting/applying-a-predefined-chart-layout-and-style.md) -* [Modifying a Chart Manually](../charting/modifying-a-chart-manually.md) -* [Insert a Symbol](../editing-cells/insert-a-symbol.md) - -## Page Layout Tab - - -![PageLayoutTab](../../../images/img21263.png) -* [Adjust Page Settings](../file-operations/adjust-page-settings.md) - -## Formulas Tab - -![Spreadsheet_FormulasTabNew](../../../images/img22674.png) - -* [Create a Simple Formula](../formulas/create-a-simple-formula.md) -* [Cell References](../formulas/cell-references.md) -* [Defined Names](../formulas/defined-names.md) -* [Using Functions in Formulas](../formulas/using-functions-in-formulas.md) -* [Supported Functions](../formulas/supported-functions.md) -* [Create an Array Formula](../formulas/create-an-array-formula.md) -* [Error Types in Formulas](../formulas/error-types-in-formulas.md) - -## Data Tab - -![Spreadsheet_DataTab14_2](../../../images/img25456.png) - -* [Sort Data](../data-presentation/sort-data.md) -* [Filter Data](../data-presentation/filter-data.md) -* [Validate Data in Cells](../data-validation/validate-data-in-cells.md) -* [Outline Data](../data-presentation/outline-data.md) -* [Subtotal Data](../data-presentation/subtotal-data.md) - -## Review Tab - -![Spreadsheet_ReviewTab14_2](../../../images/img25459.png) - -* [Insert a Comment](../editing-cells/insert-a-comment.md) -* [Protect a Workbook](../protection/protect-a-workbook.md) -* [Protect a Worksheet](../protection/protect-a-worksheet.md) -* [Protect Worksheet Ranges](../protection/protect-worksheet-ranges.md) - -## View Tab - -![ViewTab.png](../../../images/img21264.png) - -* [Zoom a Worksheet](../viewing-and-navigating/zoom-a-worksheet.md) -* [Hide Gridlines and Headings](../viewing-and-navigating/hide-gridlines-and-headings.md) -* [Freeze Columns and Rows](../viewing-and-navigating/freeze-columns-and-rows.md) - -## Mail Merge Tab - -![Spreadsheet_MailMergeTab14_2](../../../images/img25458.png) - -* [Mail Merge Overview](../mail-merge/mail-merge-overview.md) -* [Data Source Wizard](../mail-merge/data-source-wizard.md) -* [Query Builder](../mail-merge/query-builder.md) -* [Parameters Panel](../mail-merge/parameters-panel.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md b/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md deleted file mode 100644 index 9278ed0fcc..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md +++ /dev/null @@ -1,90 +0,0 @@ ---- -title: Spreadsheet Elements -author: Natalya Senichkina -legacyId: 15801 ---- -# Spreadsheet Elements - -The **Spreadsheet** can include the following elements: - -* [Ribbon](#ribbon) - -* [Formula Bar](#formula-bar) - -* [Spreadsheet Control](#spreadsheet-control) - -* [Status Bar](#status-bar) - -![WinFormsSpreadsheet_VisualElements](../../../images/winforms-spreadsheet-visualelements.png) - -## Ribbon - -A ribbon contains multiple tabs with grouped commands that enable you to perform basic operations in the Spreadsheet control: create, load, modify, save, and print spreadsheet documents. - -![Spreadsheet_VisualElements_Ribbon](../../../images/spreadsheet-visualelements-ribbon.png) - -## Formula Bar - -The **Formula Bar** displays an active cell's value and allows you to view, enter, and edit formulas and cell data in the Spreadsheet control. - -![Spreadsheet_VisualElements_FormulaBar](../../../images/spreadsheet-visualelements-formulabar.png) - -The **Name Box** is a part of the Formula Bar that displays a reference to an active cell or a name for the selected cell range (if specified), picture or chart. The Name Box also enables you to create named ranges, and quickly navigate to cells by their references and names. - -![Spreadsheet_VisualElements_NameBox](../../../images/spreadsheet-visualelements-namebox.png) - -## Spreadsheet Control - -### Worksheet - -A worksheet is a single page within a document. A worksheet is represented by a grid of cells and is used to store and edit data in the Spreadsheet control. The default Spreadsheet application contains one blank worksheet. - -![Spreadsheet_VisualElements_Worksheet](../../../images/spreadsheet-visualelements-worksheet.png) - -### Rows and Columns - -Each worksheet is divided into 1,048,576 rows and 16,384 columns. Each row is numbered (1, 2, 3, ...) and each column is lettered (A, B, C, ...) or numbered (1, 2, 3, ...), depending on the reference style applied. - -![Spreadsheet_VisualElements_RowsAndColumns](../../../images/spreadsheet-visualelements-rowsandcolumns.png) - -### Cells - -All worksheet data is stored in cells. All cells have faint borders, or _gridlines_, around them. - -![Spreadsheet_VisualElements_Cells](../../../images/spreadsheet-visualelements-cells.png) - -You can double-click a cell, press **F2** or start typing to edit a cell value. You can enter a numeric] or text value, or insert a formula to calculate a cell's value dynamically. - -### Selection - -The Spreadsheet control enables you to select cells, cell ranges, rows, and columns in a worksheet. The selected cell used to enter data is called an _active cell_. When a cell range is selected, the active cell is usually the top left cell of this range. - -![Spreadsheet_VisualElements_Selection](../../../images/spreadsheet-visualelements-selection.png) - -### Sheet Tab Selector - -The **Sheet Tab Selector** displays all worksheets in a workbook. It enables you to add new worksheets, move between the existing worksheets, rename, hide or delete them. - -![Spreadsheet_VisualElements_SheetTabSelector](../../../images/spreadsheet-visualelements-sheettabselector.png) - -### Vertical and Horizontal Scroll Bars - -The horizontal and vertical scroll bars allow you to navigate through the current worksheet. - -![Spreadsheet_VisualElements_ScrollBars](../../../images/spreadsheet-visualelements-scrollbars.png) - -### Context Menus - -When you right-clicks anywhere on a worksheet (that is, a cell, row or column header, picture or chart), a context menu appears. It contains basic commands used to work with the current object. - -![Spreadsheet_VisualElements_ContextMenu](../../../images/spreadsheet-visualelements-contextmenu.png) - -## Status Bar - -A status bar appears at the bottom of the Spreadsheet application and displays the following elements: - -* Summary data: the average, count, numerical count, min, max, and sum of selected cells. - -* The zoom level and zoom slider. - -![StatusBar](../../../images/spreadsheet-visualelements-status-bar.png) diff --git a/interface-elements-for-desktop/articles/spreadsheet/tables/create-a-table.md b/interface-elements-for-desktop/articles/spreadsheet/tables/create-a-table.md deleted file mode 100644 index 4d08b44e2f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/tables/create-a-table.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Create a Table -author: Natalya Senichkina -legacyId: 16823 ---- -# Create a Table -The **Spreadsheet** allows you to insert a new table in a worksheet, or convert an existing range to a table. -* [Create a Table](#create) -* [Convert a Table to a Data Range](#convert) -* [Delete a Table](#delete) - -## Create a Table -To insert a table, select the cell range to be included in the table. - -Then, do one of the following. -* To create a table with the default style, on the **Insert** tab, in the **Tables** group, click the **Insert Table** button. - - ![InsertTableButton](../../../images/img22414.png) -* To create a table with one of the predefined styles, on the **Home** tab, in the **Styles** group, click the **Format As Table** button and select the desired style from the gallery. - - ![Spreadsheet_FormatAsTable](../../../images/img22670.png) - -In the invoked **Create Table** dialog, verify that the range in the **Where is the data for your table?** field reflects your selection, and then specify whether or not the table has headers. - -![CreateTableDialog](../../../images/img22409.png) - -Note that after you create a table, the **Table Tools** contextual tab becomes available. Use this tab to provide some extra settings for the created table. - -## Convert a Table to a Data Range -To convert an existing table to a normal range of cells, do the following. -* Click the table to display the **Table Tools** contextual tab. -* On the **Design** tab, in the **Tools** group, click the **Convert To Range** button. - - ![Spreadsheet_ConvertToRange](../../../images/img22671.png) - -Note that after you delete a table, the table formatting persists. However, the **Table Tools** contextual tab is no longer available, and table features are lost. For example, you cannot use structured references (references that use table names) in formulas. - -## Delete a Table -To delete an existing table, select it and do one of the following. -* On the **Home** tab, in the **Editing** group, click **Clear** | **Clear All**. - - ![Spreadsheet_ClearAllButton](../../../images/img22697.png) -* Press **DELETE**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/freeze-columns-and-rows.md b/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/freeze-columns-and-rows.md deleted file mode 100644 index f1f48a575b..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/freeze-columns-and-rows.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Freeze Columns and Rows -author: Natalya Senichkina -legacyId: 15739 ---- -# Freeze Columns and Rows -To keep specific columns and rows of the worksheet visible while scrolling through the rest of the worksheet, lock them in place using the **Freeze Panes** options of the **Spreadsheet**. - -To freeze specific row(s) or column(s), follow the instructions below. -1. Depending on what you wish to freeze, do one of the following. - * To lock a row(s), [select](../editing-cells/select-cells-or-cell-content.md) the row below the row(s) you wish to freeze. - * To lock a column(s), [select](../editing-cells/select-cells-or-cell-content.md) the column to the right of the column(s) you wish to freeze. - * To lock a row(s) and column(s) simultaneously, click the cell below the row(s) and to the right of the column(s) you wish to freeze. -2. In the **Window** group within the **View** tab, click the **Freeze Panes** button's drop-down. - - ![FreezePanes.png](../../../images/img21158.png) - - Select one of the following. - * **Freeze Panes** - lock multiple columns and/or multiple rows simultaneously. - * **Freeze Top Row** - lock the first row only. - * **Freeze First Column** - lock the left column only. - - A black border appears beneath the frozen row(s) and to the right of the frozen column(s). -3. To unfreeze a row(s) or column(s), click the **Unfreeze Panes** item from the **Freeze Panes** button's drop-down list. This unlocks all frozen rows and columns in the worksheet. - - ![UnfreezePanes.png](../../../images/img21162.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-and-display-worksheets.md b/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-and-display-worksheets.md deleted file mode 100644 index 66c062f875..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-and-display-worksheets.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Hide and Display Worksheets -author: Natalya Senichkina -legacyId: 15786 ---- -# Hide and Display Worksheets -The **Spreadsheet** provides the capability to hide worksheets in a workbook. It can be useful if you want to remove a worksheet from the **Sheet tab** bar without deleting it. By default, all worksheets are displayed on the **Sheet tab** bar. - -## Hide Worksheets -1. Switch to a worksheet you want to hide. To hide multiple worksheets, hold down **CTRL** and then click the sheet tabs of the worksheets you wish to hide on the **Sheet tab** bar. -2. Do one of the following: - * On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Sheet**. Note that this command is disabled when a workbook includes only one worksheet. - - ![HideSheets.png](../../../images/img21251.png) - * Right-click the selected sheet tabs and select the **Hide** item from the context menu. - -## Display Hidden Worksheets -1. Do one of the following: - * On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Unhide Sheet...**; - - ![UnhideSheets.png](../../../images/img21252.png) - * Right-click any visible sheet tab, and select the **Unhide** item from the context menu. -2. In the **Unhide** dialog box that is invoked, select the name of the worksheet you want to display and click **OK**. Note that you can hide multiple worksheets at once, but you can display only one worksheet at a time. - - ![UnhideDialogBox.png](../../../images/img21253.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-gridlines-and-headings.md b/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-gridlines-and-headings.md deleted file mode 100644 index a3015a9203..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/hide-gridlines-and-headings.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Hide Gridlines and Headings -author: Natalya Senichkina -legacyId: 15781 ---- -# Hide Gridlines and Headings -The **Spreadsheet** allows you to hide gridlines and headings that are displayed on a worksheet by default. - -In the **Show** group within the **View** tab, uncheck the **Gridlines** check box to hide gridlines on a worksheet. - -To hide the column and row headers, uncheck the **Headings** check box. - -![HideGridlines.png](../../../images/img21232.png) - -To display gridlines and headers, select the **Gridlines** and **Headings** check boxes, respectively. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/zoom-a-worksheet.md b/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/zoom-a-worksheet.md deleted file mode 100644 index 0cedb6817f..0000000000 --- a/interface-elements-for-desktop/articles/spreadsheet/viewing-and-navigating/zoom-a-worksheet.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Zoom a Worksheet -author: Natalya Senichkina -legacyId: 15741 ---- -# Zoom a Worksheet - -To zoom in or out of a worksheet, do one of the following: - -* In the **Zoom** group within the **View** tab, click the **Zoom In** or the **Zoom Out** button. Click the **Zoom 100%** button to restore the worksheet to normal size. - - ![ZoomGroup.png](../../../images/img21166.png) -* Use zoom slider and zoom level on the status bar. Click zoom level to invoke the **Zoom** dialog. The dialog allows you to select a percentage of magnification, or enter a custom percentage. - - ![IMAGE](../../../images/spreadsheet-status-bar-zoom.png) -* Hold the **CTRL** button and rotate your mouse wheel. diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus.md b/interface-elements-for-desktop/articles/toolbars-and-menus.md deleted file mode 100644 index 81b142959a..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Toolbars and Menus -author: Alexey Zolotarev -legacyId: 4852 ---- -# Toolbars and Menus -This section describes the capabilities provided by toolbars and menus. - -![EndUser_Win_Bars](../images/img9058.png) - -  - -**Layout Customization** -* [Open Toolbar Customization Window](toolbars-and-menus/layout-customization/open-toolbar-customization-window.md) -* [Finish Toolbar Customization](toolbars-and-menus/layout-customization/finish-toolbar-customization.md) -* [Hide and Display Toolbars](toolbars-and-menus/layout-customization/hide-and-display-toolbars.md) -* [Hide and Display Bar Commands](toolbars-and-menus/layout-customization/hide-and-display-bar-commands.md) -* [Rearrange Toolbars and Menus](toolbars-and-menus/layout-customization/rearrange-toolbars-and-menus.md) -* [Rearrange Bar Commands](toolbars-and-menus/layout-customization/rearrange-bar-commands.md) -* [Restore the Default Layout of Bar Commands](toolbars-and-menus/layout-customization/restore-the-default-layout-of-bar-commands.md) - -  - -**Navigation** -* [Keyboard Navigation in Menus and Toolbars](toolbars-and-menus/navigation/keyboard-navigation-in-menus-and-toolbars.md) - -  - -**Select Commands** -* [Invoke Toolbar and Menu Commands](toolbars-and-menus/select-commands/invoke-toolbar-and-menu-commands.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/finish-toolbar-customization.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/finish-toolbar-customization.md deleted file mode 100644 index 202e43d999..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/finish-toolbar-customization.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Finish Toolbar Customization -author: Alexey Zolotarev -legacyId: 4704 ---- -# Finish Toolbar Customization -To finish [customization](open-toolbar-customization-window.md), click the Customization window's Close button: - -![EU_XtraBars_CustomizationWindow_CloseButton](../../../images/img7714.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-bar-commands.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-bar-commands.md deleted file mode 100644 index e4e4bf5d17..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-bar-commands.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Hide and Display Bar Commands -author: Alexey Zolotarev -legacyId: 4705 ---- -# Hide and Display Bar Commands -## Temporarily Hide and Display Bar Commands -You can temporarily hide bar commands, and then restore hidden commands within a specific bar as follows: -1. Click the dropdown button displayed at the right edge of the bar: - - ![EU_XtraBars_Bar_DropdownButton](../../../images/img7724.png) -2. Select **Add or Remove Buttons**, and then select the name of the clicked bar displayed at the top of the submenu. A check list of bar commands displayed within the bar will be displayed: - - ![EU_XtraBars_Bar_DropdownButton_CustomiizationMenu](../../../images/img7725.png) -3. To hide specific commands, uncheck corresponding items via mouse click. To display hidden commands, check the corresponding items. - -If a specific command is not available in a bar's command list, you can still access this command in customization mode, and add this command to the bar. See below, to learn more. - -## Hide and Display Bar Commands in Customization Mode -First, open the [Customization window](open-toolbar-customization-window.md). - -To add a specific bar command to a bar, do the following: - -1. Switch to the **Commands** tab page and locate the required command in the **Commands** list. Typically, commands are grouped into categories, so you can first select a category to quickly locate the command. - - ![EU_XtraBars_CustomizationWindow_SelectBarCommand](../../../images/img7727.png) -2. Drag the bar command from the **Commands** list onto a bar or menu. Note that you can put bar commands into nested menus. Menus will automatically open when you drag a bar command over their parent menu items. - - ![EU_XtraBars_DragFromCustomizationForm](../../../images/img7729.png) - -To remove a bar command from a bar, drag the bar command away from the bar, and drop it when the mouse cursor changes its image to 'x': - -![EU_XtraBars_HideCommandByDragging](../../../images/img7728.png) - -> [!NOTE] -> You can cancel drag and drop while dragging an item by pressing ESC. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-toolbars.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-toolbars.md deleted file mode 100644 index d6ab861611..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/hide-and-display-toolbars.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Hide and Display Toolbars -author: Alexey Zolotarev -legacyId: 5537 ---- -# Hide and Display Toolbars -## Use the Quick Customization Menu -Right-click any bar, and check or uncheck the required toolbars. - -![EU_XtraBars_Bar_Menu](../../../images/img7711.png) - -## Use the Customization Window -Open the [Customization window](open-toolbar-customization-window.md). Under the Toolbars tab, check or uncheck the required toolbars. - -![EU_XtraBars_CustomizationWindow](../../../images/img7713.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/open-toolbar-customization-window.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/open-toolbar-customization-window.md deleted file mode 100644 index 233746e02e..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/open-toolbar-customization-window.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Open Toolbar Customization Window -author: Alexey Zolotarev -legacyId: 4703 ---- -# Open Toolbar Customization Window -Opening the Customization window activates the customization mode where you can: -* Rearrange, hide and display bar commands. -* Change display options of bar commands. -* Hide bars, etc - -To open the Customization window, do one of the following: -* Right-click any bar or the empty space, and select **Customize...** - - ![EU_XtraBars_Bar_Menu](../../../images/img7711.png) -* Click the dropdown button displayed at the right edge of any bar. Then select **Add or Remove Buttons** and then **Customize...** - - ![EU_XtraBars_Bar_DropdownButton_Menu](../../../images/img7712.png) -* Double-click the empty space, not occupied by any bar. - - ![EU_XtraBars_EmptySpace](../../../images/img7715.png) - -The Customization window will be opened, containing three tabs: - -![EU_XtraBars_CustomizationWindow](../../../images/img7713.png) - -The **Toolbars** tab allows you to hide specific bars and display hidden ones. - -The **Commands** tab allows you to access bar commands and add them to bars. - -The **Options** tab allows you to control options affecting the display of menus and bar commands. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-bar-commands.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-bar-commands.md deleted file mode 100644 index c9fe644441..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-bar-commands.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Rearrange Bar Commands -author: Alexey Zolotarev -legacyId: 4708 ---- -# Rearrange Bar Commands -To rearrange bar commands, do the following: -1. Open the [Customization window](open-toolbar-customization-window.md). -2. Drag a bar command to a new position: - - ![EU_XtraBars_DragBarCommand](../../../images/img7721.png) - -To copy a bar command, press CTRL while dragging. - -> [!NOTE] -> You can move commands even when the customization window is closed. For this purpose, hold down the ALT key when dragging a bar command. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-toolbars-and-menus.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-toolbars-and-menus.md deleted file mode 100644 index 1d3c2e97ad..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/rearrange-toolbars-and-menus.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Rearrange Toolbars and Menus -author: Alexey Zolotarev -legacyId: 4702 ---- -# Rearrange Toolbars and Menus -To move a bar docked to a form to a new position, drag it via its drag widget. - -![EU_XtraBars_DragDockedBar](../../../images/img7718.png) - -To move a floating bar, drag it by its caption. - -![EU_XtraBars_DragFloatingBar](../../../images/img7717.png) - -To dock a bar to any of the four edges of the form, drag the bar to this edge. - -![EU_XtraBars_4DockControls](../../../images/img7719.png) - -To make a docked bar floating, drag the bar away from the form's edges. - -![EU_XtraBars_Bar_MakeFloating](../../../images/img7720.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/restore-the-default-layout-of-bar-commands.md b/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/restore-the-default-layout-of-bar-commands.md deleted file mode 100644 index 2acfcf5ce8..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/layout-customization/restore-the-default-layout-of-bar-commands.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Restore the Default Layout of Bar Commands -author: Alexey Zolotarev -legacyId: 4707 ---- -# Restore the Default Layout of Bar Commands -You can customize the layout of bar commands within a bar by hiding and rearranging them. Subsequently, you can revert to the default layout of bar commands. This topic describes two ways to do this. - -## Restore the Default Layout Using Quick Customization -1. Click the dropdown button displayed at the right edge of any bar: - - ![EU_XtraBars_Bar_DropdownButton](../../../images/img7724.png) -2. Select **Add or Remove Buttons**, and then select the name of the clicked bar displayed at the top of the submenu. Then, select **Reset Toolbar**. - - ![EU_XtraBars_Bar_DropdownButton_CustomiizationMenu](../../../images/img7725.png) - -## Restore the Default Layout in Customization Mode -1. Open the [Customization window](open-toolbar-customization-window.md). -2. Select a bar in the list whose layout is to be restored. - - ![EU_XtraBars_SelectBar_InCustomizationWindow](../../../images/img7722.png) -3. Click **Reset**. - - ![EU_XtraBars_CustomizationWindow_ResetButton](../../../images/img7723.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/navigation/keyboard-navigation-in-menus-and-toolbars.md b/interface-elements-for-desktop/articles/toolbars-and-menus/navigation/keyboard-navigation-in-menus-and-toolbars.md deleted file mode 100644 index 4172ad4e5c..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/navigation/keyboard-navigation-in-menus-and-toolbars.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Keyboard Navigation in Menus and Toolbars -author: Alexey Zolotarev -legacyId: 4706 ---- -# Keyboard Navigation in Menus and Toolbars -## Navigate between Toolbar and Menu Items -To switch focus to the main menu, press ALT or F10. The following shortcuts allow you to navigate through bars and bar items. They are in effect when a bar/menu is focused. - -| Action | Description | -|---|---| -| CTRL+TAB | Moves focus to another bar. | -| ARROW keys | Moves focus to the next command in the corresponding direction. | -| TAB or SHIFT+TAB | Moves focus to the next/previous command. | -| ESC | Moves focus away from the currently focused bar. | - -## Open and Close Menus -To open a sub-menu displayed within a bar, do one of the following: -* Focus the sub-menu (using one of the methods described above) and press the ENTER or DOWN ARROW. -* If the sub-menu's name contains an underscored letter, then: - * if the bar is focused, press the underscored letter. - * if the bar is not focused, hold the ALT key down and then press the underscored letter. - -To open a menu displayed within another menu, do one of the following: -* Focus the sub-menu and press the RIGHT ARROW. -* If the menu's name contains an underscored letter, press the underscored letter. - -To close the currently opened menu, press ESC. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/toolbars-and-menus/select-commands/invoke-toolbar-and-menu-commands.md b/interface-elements-for-desktop/articles/toolbars-and-menus/select-commands/invoke-toolbar-and-menu-commands.md deleted file mode 100644 index 43d7224795..0000000000 --- a/interface-elements-for-desktop/articles/toolbars-and-menus/select-commands/invoke-toolbar-and-menu-commands.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Invoke Toolbar and Menu Commands -author: Alexey Zolotarev -legacyId: 5544 ---- -# Invoke Toolbar and Menu Commands -To invoke a specific bar or menu command, do one of the following: -* Click the command with the mouse -* [Focus](../navigation/keyboard-navigation-in-menus-and-toolbars.md) the command and then press ENTER. -* If a command is visible and it contains an underscored letter in its name, then: - * if the bar or menu that contains this command is focused, then press this underscored letter. - * if the bar or menu that contains this command is not focused, hold the ALT key down and then press this underscored letter. -* Press the shortcut assigned to the command. - - If a command is displayed within a menu, its shortcut is displayed next to the command's name (if assigned). - - Shortcuts for toolbar buttons are typically displayed in hints. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list.md b/interface-elements-for-desktop/articles/tree-list.md deleted file mode 100644 index 5966d0ece0..0000000000 --- a/interface-elements-for-desktop/articles/tree-list.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Tree List -author: Alexey Zolotarev -legacyId: 4850 ---- -# Tree List -This section describes the capabilities provided by a multi-column tree view, which displays hierarchical data, supports data editing, sorting, summary calculation and many other features: - -![EndUser_Win_TreeList](../images/img9063.png) - -  - -**Data Editing** -* [Edit Cells in a Tree List](tree-list/edit-cells-in-a-tree-list.md) - -  - -**Data Presentation** -* [Sort Tree List Nodes](tree-list/data-presentation/sort-tree-list-nodes.md) - -  - -**Data Analysis** -* [Filter TreeList Data](tree-list/data-analysis/filter-treelist-data.md) -* [Show Summaries (Totals) in a Tree List](tree-list/data-analysis/show-summaries-(totals)-in-a-tree-list.md) -* [Apply Cell Conditional Formatting](tree-list/data-analysis/apply-cell-conditional-formatting.md) - -  - -**Layout Customization** -* [Expand and Collapse Nodes in a Tree List](tree-list/layout-customization/expand-and-collapse-nodes-in-a-tree-list.md) -* [Hide and Display Tree List Columns](tree-list/layout-customization/hide-and-display-tree-list-columns.md) -* [Reorder Tree List Columns](tree-list/layout-customization/reorder-tree-list-columns.md) -* [Resize Tree List Columns](tree-list/layout-customization/resize-tree-list-columns.md) - -  - -**Selection and Navigation** -* [Navigation in a Tree List](tree-list/selection-and-navigation/navigation-in-a-tree-list.md) -* [Select Tree List Nodes](tree-list/selection-and-navigation/select-tree-list-nodes.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/data-analysis/apply-cell-conditional-formatting.md b/interface-elements-for-desktop/articles/tree-list/data-analysis/apply-cell-conditional-formatting.md deleted file mode 100644 index f0af1c0e52..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/data-analysis/apply-cell-conditional-formatting.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Apply Cell Conditional Formatting -author: Anna Gubareva -legacyId: 18064 ---- -# Apply Cell Conditional Formatting -You can highlight certain column cells that meet a specific condition using the **Conditional Formatting** menu. To invoke this menu, right-click the column to which a formatting rule should be applied and select **Conditional Formatting**. - -![EUDTreeListConditionalFormattingMenu](../../../images/img25835.png) - -Available format rules are displayed when expanding the **Conditional Formatting** menu. Different options are supported for different columns (depending on the type of data a clicked column displays). - -## Highlighting Cells that Meet a Specific Condition -* Choose the **Highlight Cell Rules** menu item. - - ![EUDGridControlHighlightCellRules](../../../images/img25801.png) -* Select the condition type. You can use one of the predefined conditions (the **Greater Than...**, **Less Than..**, **Between...** and **Equal To...** menu items), provide a custom condition (the **Custom Condition..** item) or format cells that contain the specified text (**Text that Contains...**) or refer to a certain date interval(s) (**A Date Occurring...**). -* Based on the selected condition type, an appropriate dialog window is invoked. You need to either enter a constant to be compared with the column's values, or select desired check boxes related to dates, or construct a custom condition in the dedicated editor. After that, choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlFormatConditionDialogWindow](../../../images/img25803.png) - -## Highlighting Top or Bottom Cell Values -* Choose the **Top/Bottom Rules** menu item. - - ![EUDGridControlTopBottomRulesMenuItem](../../../images/img25808.png) -* Select the rule type. You can highlight cells that contain the highest or lowest values (the **Top 10%...**, **Bottom 10%...**, **Top 10 Items...** and **Bottom 10 Items...** menu items), and values that are above or below the column's average (**Above Average** and **Below Average**). -* According to the selected rule type, an appropriate dialog window is invoked. Enter a cutoff value (where required), choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlTopBottomRuleDialogWindow](../../../images/img25809.png) - -## Highlighting Unique or Duplicate Cell Values -* Choose the **Unique/Duplicate Rules** menu item. - - ![EUDGridControlUniqueDuplicateRulesMenuItem](../../../images/img25810.png) -* Select the rule type. -* In the invoked dialog window, choose a format style in the dropdown list, and click the **OK** button. To apply formatting to an entire row instead of a single cell, select the corresponding check box. - - ![EUDGridControlUniqueDuplicateRuleDialogWindow](../../../images/img25811.png) - -## Highlighting Cells Using Data Bars -A data bar fills a cell according to the ratio of the cell's value to the highest and smallest column values. A longer bar corresponds to a higher value, and a shorter bar corresponds to a lower value. - -To apply a data bar format, do the following: -* Choose the **Data Bars** menu item. - - ![EUDGridControlRulesDataBarsMenuItem](../../../images/img25821.png) -* Select the bar style format. Solid bars and bars with gradient fills are available in various colors. - -## Applying Color Scales -This format shows data distribution and variation using color scales. A cell is filled with the background color that is calculated according to the ratio of the cell's value to the highest and smallest column values. -A two-color scale specifies two colors, which represent the minimum and maximum column values. Cell values residing between the minimum and maximum values are painted using a shade of these colors. A three-color scale additionally defines a color for the middle value and so, uses a gradation of three colors. -* Choose the **Color Scales** menu item. - - ![EUDGridControlRulesColorScalesMenuItem](../../../images/img25825.png) -* Select one of the predefined two or three-color scales. - -## Highlighting Cells Using Predefined Icons -Icon sets allow you to classify column values into several ranges separated by threshold values, and display a specific icon in a column cell according to the range to which this cell value belongs. In the **Positive/Negative** group, the available icon sets divide column values into three ranges: positive values, negative values and values equal to zero. - -Other icon sets divide column values into three, four or five ranges, displaying a specific icon for each range. If an icon set contains three icons, the ranges are as follows: [0%-33%), [33%-67%) and [67%-100%], where 0% corresponds to the smallest column value and 100% corresponds to the largest column value. The icon sets with four icons classify column values into four ranges: [0%-25%), [25%-50%), [50%-75%) and [75%-100%]. For the icon sets that contain five icons, the target ranges are: [0%-20%), [20%-40%), [40%-60%), [60%-80%) and [80%-100%]. -* Choose the **Icon Sets** menu item. - - ![EUDGridControlRulesIconSetsMenuItem](../../../images/img25826.png) -* Select one of the predefined icon sets. - -## Deleting Rules -If you have already applied one or more rules to columns, the additional **Clear Rules** item is displayed at the second level of the **Conditional Formatting** menu. - -![EUDGridControlClearRulesMenuItem](../../../images/img25807.png) - -You can do one of the following. -* To delete conditional formatting rules from the target column, click the **Clear Rules from This Column** menu item. If the column has no rules applied to it, this item is not shown. - - or -* To delete formatting rules from all columns, click the **Clear Rules from All Columns** menu item . \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/data-analysis/filter-treelist-data.md b/interface-elements-for-desktop/articles/tree-list/data-analysis/filter-treelist-data.md deleted file mode 100644 index 87850cea4e..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/data-analysis/filter-treelist-data.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Filter TreeList Data -author: Anna Gubareva -legacyId: 18065 ---- -# Filter TreeList Data -## Invoking the Filter Dropdown List -Hover over the column header and click the filter button ![EUDTreeListColumnFilterButton](../../../images/img25850.png) that appears. - -![EUDTreeListColumnHeaderWithFilterButton](../../../images/img25849.png) - -## Creating a Simple Filter Condition -To select records that contain a specific value in a specific column, do the following. -1. Invoke the filter dropdown list containing available filter values. - - By default, if filtering is applied, the filter dropdown will only display the values which match the current filter criteria. If the SHIFT key is pressed while opening the filter dropdown, all values will be listed (not only those that match the current filter criteria). -2. Select the required filter value in the filter dropdown list. - - ![EUDTreeListRegularFilterDropdownList](../../../images/img25851.png) - - The filter dropdown list will be immediately closed, and the control will display the records that contain the specified value in the specified column. - - If the filter dropdown list provides check boxes to the left of filter values, multiple values can be selected (checked) simultaneously. - - ![EUDTreeListCheckedFilterDropdownList](../../../images/img25852.png) - - In this mode, click the **OK** button to close the filter dropdown list and apply the filter. - - For date-time columns, the filter dropdown list is displayed as a calendar. To apply the filter, select the desired date. - - ![EUDTreeListCalendarFilterDropdownList](../../../images/img25853.png) - - The control will immediately display records which contain the selected date in the appropriate column. To hide the filter dropdown list, click the close button ![EUDCalendarFilterDropdownListCloseButton](../../../images/img25854.png). - -## Using the Advanced Filter Editor Dialog -To invoke an advanced Filter Editor dialog, do one of the following. -* Right-click any column's header and select **Filter Editor**. - - ![EUDTreeListFilterEditorContextMenuItem](../../../images/img25855.png) -* If the Filter Panel at the bottom of the TreeList control is visible, click the **Edit Filter** button. - - ![EUDTreeListInvokeFilterEditorViaFilterEditorButton](../../../images/img25856.png) - -To learn how to work with the Filter Editor, refer to [Filter Data via the Filter Editor](../../filter-editor/filter-data-via-the-filter-editor.md). - -## Using the Auto Filter Row -If the Auto Filter Row is displayed at the top of the TreeList control, you can type text within this row. A filter condition is automatically created based on the entered value, and the filter is applied to the focused column. - -![EUDTreeListAutoFilterRow](../../../images/img25861.png) - -## Clearing the Filter -To clear the filter applied to a specific column, do one of the following. -* Invoke the filter dropdown list (see above), and then choose between clicking (All) or selecting (Select All) or choosing (Show All,) depending on the dropdown list type. -* Right-click the column header and select the **Clear Filter** menu item. - - ![EUDTreeListClearFilterContextMenuItem](../../../images/img25857.png) - -To clear all filter criteria, click the Close Filter Button within the Filter Panel. - -![EUDTreeListCloseFilterButton](../../../images/img25858.png) - -## Disabling/Enabling the Filter -Click the Enable Filter Button within the Filter Panel. - -![EUDTreeListEnableFilterButton](../../../images/img25860.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/data-analysis/show-summaries-(totals)-in-a-tree-list.md b/interface-elements-for-desktop/articles/tree-list/data-analysis/show-summaries-(totals)-in-a-tree-list.md deleted file mode 100644 index 70329b3fe8..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/data-analysis/show-summaries-(totals)-in-a-tree-list.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Show Summaries (Totals) in a Tree List -author: Alexey Zolotarev -legacyId: 4684 ---- -# Show Summaries (Totals) in a Tree List -To change the type of summary for a specific column or apply a summary, do the following: -1. Right-click a region within a group footer or grid footer under a specific column. A context menu displaying a list of supported summary types will be displayed. - - ![EU_XtraTreeList_SummaryMenu](../../../images/img7710.png) -2. Select the required option from the context menu. - -To calculate summaries against all nodes, ensure that the **All Nodes** menu check item is checked. To calculate summaries against root nodes only, uncheck the **All Nodes** check item. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/data-presentation/sort-tree-list-nodes.md b/interface-elements-for-desktop/articles/tree-list/data-presentation/sort-tree-list-nodes.md deleted file mode 100644 index fcb17f82e9..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/data-presentation/sort-tree-list-nodes.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Sort Tree List Nodes -author: Alexey Zolotarev -legacyId: 4689 ---- -# Sort Tree List Nodes -To sort nodes by a column's values and replace existing sort conditions that are applied to the current or other columns, click the target column's header, until an Up or Down Arrow icon is displayed within the header. The Up and Down Arrows indicate ascending and descending sort orders respectively. - -![EU_XtraTreeList_Column_SortAscendingIcon](../../../images/img7709.png) - -To sort nodes by a column's values while preserving existing sort conditions, do one of the following: -* Click a column header while holding the SHIFT key down, until an UP or Down Arrow icon is displayed within the header. -* Right-click a column header and select **Sort Ascending** or **Sort Descending** from the context menu that will appear. - - ![EU_XtraTreeList_Column_Menu](../../../images/img7670.png) - -To remove sorting by a column, click a column header while holding the CTRL key down. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/edit-cells-in-a-tree-list.md b/interface-elements-for-desktop/articles/tree-list/edit-cells-in-a-tree-list.md deleted file mode 100644 index 44e2a35284..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/edit-cells-in-a-tree-list.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Edit Cells in a Tree List -author: Alexey Zolotarev -legacyId: 4681 ---- -# Edit Cells in a Tree List -## Activate Cell Editor -Do one of the following: -* Click a cell. -* Focus a cell (for instance, via the keyboard), and press ENTER or F2. -* Focus a cell and press any alpha-numeric key. The editor will be invoked and its contents will be replaced with the pressed character. - -## Select and Deselect Cell Text -Press F2 or CTRL+A. - -## Close Cell Editor and Accept Changes Made -Do one of the following: -* Press ENTER. -* Click any other grid cell. -* Focus any other control. - -## Discard Changes -To discard changes made in a cell, press ESC. - -To discard changes made in all cells within a node, press ESC twice. - -## Open Cell Editor's Dropdown -Do one of the following: -* Activate a cell editor and press ALT+DOWN ARROW or F4. -* Click the editor's dropdown button: - - ![EU_XtraEditors_DropDownEdit_DropDownButton](../../images/img7457.png) - -## Close Cell Editor's Dropdown -For all editors providing a dropdown, you can close the dropdown by pressing ALT+DOWN ARROW. - -If the calculator is displayed in the dropdown, it can be closed via CTRL+ENTER. - -Dropdowns displaying lists of items can be closed by clicking an item with the mouse, or by selecting an item with the keyboard and pressing ENTER. - -## Change Values -**Change Date/Time Values** - -You can edit these cell values without opening the dropdown calendar. Position the caret at the portion of a date/time value that needs to be changed. To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -**Change Numeric Values** - -To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -**Change Values of Cells That Provide Dropdown Items** - -To select the previous value, press CTRL+UP ARROW. To select the next value, press CTRL+DOWN ARROW. - -Note: this feature is not applicable to all editors. - -**Edit Images** - -To copy, cut, paste, load and save images in image editors, right click the image and select the required command via the context menu: - -![EU_XtraEditors_ImageEdit_Menu](../../images/img7456.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/layout-customization/expand-and-collapse-nodes-in-a-tree-list.md b/interface-elements-for-desktop/articles/tree-list/layout-customization/expand-and-collapse-nodes-in-a-tree-list.md deleted file mode 100644 index bd8a6a79f7..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/layout-customization/expand-and-collapse-nodes-in-a-tree-list.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Expand and Collapse Nodes in a Tree List -author: Alexey Zolotarev -legacyId: 4685 ---- -# Expand and Collapse Nodes in a Tree List -## Expand and Collapse Nodes -Do one of the following: -* Focus the node and then press PLUS on the keyboard to expand the node, and MINUS to collapse the node: -* Click the node's expand button. - - ![EU_XtraTreeList_ExpandButton](../../../images/img7680.png) -* Double-click the indicator cell corresponding to the node. - - ![EU_XtraTreeList_IndicatorCells](../../../images/img7681.png) - -## Expand Nodes Recursively -To expand a node and all its child nodes that have nested nodes, focus the node and press MULTIPLY on the keyboard. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/layout-customization/hide-and-display-tree-list-columns.md b/interface-elements-for-desktop/articles/tree-list/layout-customization/hide-and-display-tree-list-columns.md deleted file mode 100644 index 8ccf6431f1..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/layout-customization/hide-and-display-tree-list-columns.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Hide and Display Tree List Columns -author: Alexey Zolotarev -legacyId: 4683 ---- -# Hide and Display Tree List Columns -## Hide Columns -Do one of the following: -* Click a column header and drag it outside the header panel, until the cursor changes its image to the big 'X'. Then drop the header. - - ![EU_XtraTreeList_HideColumn](../../../images/img7675.png) -* Drag and drop a column header onto the Customization Form if it's open (see below). - - ![EU_XtraTreeList_HideColumn_ToCustomizationForm](../../../images/img7677.png) - -## Display Hidden Columns -1. Open the Customization Form by right-clicking a column header and selecting **Column Chooser**. - - ![EU_XtraTreeList_Column_Menu](../../../images/img7670.png) - - The Customization Form will be displayed listing hidden columns (if any). - - ![EU_XtraTreeList_CustomizationForm](../../../images/img7678.png) -2. Drag the required column from the Customization Form onto the column header panel and drop it at the required position. - - ![EU_XtraTreeList_DisplayColumn_FromCustomizationForm](../../../images/img7679.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/layout-customization/reorder-tree-list-columns.md b/interface-elements-for-desktop/articles/tree-list/layout-customization/reorder-tree-list-columns.md deleted file mode 100644 index bafbd2acce..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/layout-customization/reorder-tree-list-columns.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Reorder Tree List Columns -author: Alexey Zolotarev -legacyId: 4687 ---- -# Reorder Tree List Columns -To reorder columns, drag and drop a column header to a new position. - -![EU_XtraTreeList_ReorderColumns](../../../images/img7682.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/layout-customization/resize-tree-list-columns.md b/interface-elements-for-desktop/articles/tree-list/layout-customization/resize-tree-list-columns.md deleted file mode 100644 index 8b3ce63660..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/layout-customization/resize-tree-list-columns.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Resize Tree List Columns -author: Alexey Zolotarev -legacyId: 4682 ---- -# Resize Tree List Columns -To resize columns, drag the right edge of the target column header: - -![EU_XtraTreeList_ResizeColumns](../../../images/img7669.png) - -To change a column's width so that it displays its contents compactly in their entirety, do one of the following: -* Double-click the right edge of the column header. -* Right-click the column's header and select **Best Fit**. - - ![EU_XtraTreeList_Column_Menu](../../../images/img7670.png) - -To change the widths of all columns so that they display their contents in the best possible way, right-click the header of any column and select **Best Fit (all columns)**. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/navigation-in-a-tree-list.md b/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/navigation-in-a-tree-list.md deleted file mode 100644 index 310d04ac5f..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/navigation-in-a-tree-list.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Navigation in a Tree List -author: Alexey Zolotarev -legacyId: 4686 ---- -# Navigation in a Tree List -| Action | Description | -|---|---| -| Clicking a data cell | Moves focus to the clicked cell. | -| ARROW keys | Moves focus to the next cell in the corresponding direction. | -| HOME | Moves focus to the first cell within the focused node. | -| END | Moves focus to the last cell within the focused node. | -| PAGE UP | Moves focus one page up. | -| PAGE DOWN | Moves focus one page down. | -| CTRL+HOME | Moves focus to the first cell within the first node. | -| CTRL+END | Moves focus to the last cell within the last node. | -| TAB or CTRL+TAB | Moves focus away from the TreeList to the next control, in tab order. | -| SHIFT+TAB | Moves focus away from the TreeList to the previous control, in tab order. | -| CTRL+RIGHT ARROW | Expands the focused node. | -| CTRL+LEFT ARROW | Collapses the focused node. | - -You can also click node indicator cells to move focus to the corresponding row while preserving column focus. - -![EU_XtraTreeList_IndicatorCells](../../../images/img7681.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/select-tree-list-nodes.md b/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/select-tree-list-nodes.md deleted file mode 100644 index aa7647d714..0000000000 --- a/interface-elements-for-desktop/articles/tree-list/selection-and-navigation/select-tree-list-nodes.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Select Tree List Nodes -author: Alexey Zolotarev -legacyId: 4688 ---- -# Select Tree List Nodes -## Change Focused Node -To focus a node and clear the existing selection, do one of the following. -* Click the node's indicator cell or any of its data cells. - - ![EU_XtraTreeList_IndicatorCells](../../../images/img7681.png) -* Select the node using the ARROW keys. - -## Select Multiple Nodes -To select a node while preserving the current selection, click the node's indicator cell or any of its data cells, while holding the CTRL key down. - -To toggle the focused node's selected state, do one of the following. -* Press CTRL+SPACE. -* Click the node while holding the CTRL key down. - -To move focus between nodes while preserving the current selection, use CTRL+ARROW keyboard shortcut. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/vertical-grid.md b/interface-elements-for-desktop/articles/vertical-grid.md deleted file mode 100644 index cd66b590b3..0000000000 --- a/interface-elements-for-desktop/articles/vertical-grid.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Vertical Grid -author: Alexey Zolotarev -legacyId: 4851 ---- -# Vertical Grid -This section describes the capabilities provided by Vertical Grids (Property Grids). - -![EndUser_Win_VertGrid](../images/img9064.png) - -  - -**Data Editing** -* [Edit Cells in Vertical Grids](vertical-grid/edit-cells-in-vertical-grids.md) - -  - -**Layout Customization** -* [Expand and Collapse Rows in Vertical Grids](vertical-grid/layout-customization/expand-and-collapse-rows-in-vertical-grids.md) -* [Resize Rows and Columns in Vertical Grids](vertical-grid/layout-customization/resize-rows-and-columns-in-vertical-grids.md) - -  - -**Navigation** -* [Navigation in Vertical Grids](vertical-grid/navigation-in-vertical-grids.md) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/vertical-grid/edit-cells-in-vertical-grids.md b/interface-elements-for-desktop/articles/vertical-grid/edit-cells-in-vertical-grids.md deleted file mode 100644 index a2c69cdabd..0000000000 --- a/interface-elements-for-desktop/articles/vertical-grid/edit-cells-in-vertical-grids.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Edit Cells in Vertical Grids -author: Alexey Zolotarev -legacyId: 4676 ---- -# Edit Cells in Vertical Grids -## Activate Cell Editor -Do one of the following: -* Click a cell. -* Focus a cell (for instance, via the keyboard), and press ENTER or F2. -* Focus a cell and press any alpha-numeric key. The editor will be invoked and its contents will be replaced with the pressed character. - -## Select and Deselect Cell Text -Press F2 or CTRL+A. - -## Close Cell Editor and Accept Changes Made -Do one of the following: -* Press ENTER. -* Click any other grid cell. -* Focus any other control. - -## Discard Changes -To discard changes made in a cell, press ESC. - -## Open Cell Editor's Dropdown -Do one of the following: -* Activate a cell editor and press ALT+DOWN ARROW or F4. -* Click the editor's dropdown button: - - ![EU_XtraEditors_DropDownEdit_DropDownButton](../../images/img7457.png) - -## Close Cell Editor's Dropdown -For all editors providing a dropdown, you can close the dropdown by pressing ALT+DOWN ARROW. - -If the calculator is displayed in the dropdown, it can be closed via CTRL+ENTER. - -Dropdowns displaying lists of items can be closed by clicking an item with the mouse, or by selecting an item with the keyboard and pressing ENTER. - -## Change Values -### Change Date/Time Values - -You can edit these cell values without opening the dropdown calendar. Position the caret at the portion of a date/time value that needs to be changed. To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -### Change Numeric Values - -To increment the value, press CTRL+UP ARROW. To decrement the value, press CTRL+DOWN ARROW. - -### Change Values of Cells That Provide Dropdown Items - -To select the previous value, press CTRL+UP ARROW. To select the next value, press CTRL+DOWN ARROW. - -> [!NOTE] -> This feature is not applicable to all editors. - -### Edit Images - -To copy, cut, paste, load and save images in image editors, right click the image and select the required command via the context menu: - -![EU_XtraEditors_ImageEdit_Menu](../../images/img7456.png) \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/vertical-grid/layout-customization/expand-and-collapse-rows-in-vertical-grids.md b/interface-elements-for-desktop/articles/vertical-grid/layout-customization/expand-and-collapse-rows-in-vertical-grids.md deleted file mode 100644 index 0edb7719cc..0000000000 --- a/interface-elements-for-desktop/articles/vertical-grid/layout-customization/expand-and-collapse-rows-in-vertical-grids.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Expand and Collapse Rows in Vertical Grids -author: Alexey Zolotarev -legacyId: 4677 ---- -# Expand and Collapse Rows in Vertical Grids -## Expand and Collapse Data Rows -Do one of the following: -* Focus the row and then press PLUS on the keyboard to expand the row, and MINUS to collapse the row: -* Double-click the row's header. - - ![EU_XtraVerticalGrid_Row_Header](../../../images/img7665.png) -* Click the row's expand button. - - ![EU_XtraVerticalGrid_RowExpandButton](../../../images/img7664.png) - -## Expand and Collapse Category Rows -Do one of the following: -* Focus the row and press PLUS on the keyboard to expand the row, and MINUS to collapse the row. - - ![EU_XtraVerticalGrid_CategoryRow](../../../images/img7662.png) -* Double-click the row. -* Click the row's expand button. - - ![EU_XtraVerticalGrid_CategoryRowExpandButton](../../../images/img7663.png) - -## Expand Rows Recursively -To expand a row and all its child rows that have nested rows, focus the row and press MULTIPLY on the keyboard. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/vertical-grid/layout-customization/resize-rows-and-columns-in-vertical-grids.md b/interface-elements-for-desktop/articles/vertical-grid/layout-customization/resize-rows-and-columns-in-vertical-grids.md deleted file mode 100644 index 8320f3d9ab..0000000000 --- a/interface-elements-for-desktop/articles/vertical-grid/layout-customization/resize-rows-and-columns-in-vertical-grids.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Resize Rows and Columns in Vertical Grids -author: Alexey Zolotarev -legacyId: 4679 ---- -# Resize Rows and Columns in Vertical Grids -## Resize Rows -To resize a row, drag the row header's bottom edge vertically. - -![EU_XtraVerticalGrid_ResizeRows](../../../images/img7666.png) - -## Resize Columns -To resize data columns, drag a separator between data columns horizontally. - -![EU_XtraVerticalGrid_ResizeDataColumn](../../../images/img7667.png) - -To resize the header column, do one of the following. -* Drag the header column's right edge. - - ![EU_XtraVerticalGrid_ResizeHeaderColumn](../../../images/img7668.png) -* Press CTRL+LEFT ARROW to decrease the header column's width. Press CTRL+RIGHT ARROW to increase the header column's width. -* To resize headers to the minimum width while making sure all content is visible, double-click a header's right edge. \ No newline at end of file diff --git a/interface-elements-for-desktop/articles/vertical-grid/navigation-in-vertical-grids.md b/interface-elements-for-desktop/articles/vertical-grid/navigation-in-vertical-grids.md deleted file mode 100644 index b1beef7876..0000000000 --- a/interface-elements-for-desktop/articles/vertical-grid/navigation-in-vertical-grids.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Navigation in Vertical Grids -author: Alexey Zolotarev -legacyId: 4678 ---- -# Navigation in Vertical Grids -| Action | Description | -|---|---| -| Clicking a data cell | Moves focus to the clicked cell. | -| Clicking a row header | Moves focus to the corresponding row while preserving column focus. | -| ARROW keys | Moves focus to the next cell in the corresponding direction. | -| TAB, SHIFT+TAB | Moves focus to the next/previous cell. | -| HOME, END | Moves focus to the first/last cell within the current row. | -| PAGE UP, PAGE DOWN | Moves focus one page up or down. | -| CTRL+HOME | Moves focus to the first cell of the grid control. | -| CTRL+END | Moves focus to the last cell of the grid control. | -| CTRL+TAB | Moves focus away from the control to the next control, in tab order. | \ No newline at end of file diff --git a/interface-elements-for-desktop/images/annotation-properties-dialog.png b/interface-elements-for-desktop/images/annotation-properties-dialog.png deleted file mode 100644 index 8b3176a96c..0000000000 Binary files a/interface-elements-for-desktop/images/annotation-properties-dialog.png and /dev/null differ diff --git a/interface-elements-for-desktop/images/comment-toolbar.png b/interface-elements-for-desktop/images/comment-toolbar.png deleted file mode 100644 index 21f770d346..0000000000 Binary files a/interface-elements-for-desktop/images/comment-toolbar.png and /dev/null 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articles/charting/chart-designer.md - - name: Highlighting and Selection Chart Elements - href: articles/charting/highlighting-and-selection-chart-elements.md - - name: Zoom a Chart - href: articles/charting/zoom-a-chart.md - - name: Scroll a Chart - href: articles/charting/scroll-a-chart.md - - name: Rotate a Chart - href: articles/charting/rotate-a-chart.md -- name: Docking - href: articles/docking.md - items: - - name: Dock Panels - href: articles/docking/dock-panels.md - - name: Documents - href: articles/docking/documents.md -- name: Editors - href: articles/editors.md - items: - - name: Working with Dropdown Editors - href: articles/editors/working-with-dropdown-editors.md - - name: Editing Values, Selecting Text and Using the Clipboard - href: articles/editors/editing-values-selecting-text-and-using-the-clipboard.md - - name: Editor Context Menu - href: articles/editors/editor-context-menu.md - - name: Image Editor - href: articles/editors/image-editor.md - - name: Manipulating Tokens - href: articles/editors/manipulating-tokens.md -- name: Expression Editor - href: articles/expression-editor.md - items: - - name: Expression Operators, Functions and Constants - href: articles/expression-editor/expression-operators-functions-and-constants.md -- name: Filter Editor - href: articles/filter-editor.md - items: - - name: Filter Data via the Filter Editor - href: articles/filter-editor/filter-data-via-the-filter-editor.md - - name: Examples of Using the Filter Editor - href: articles/filter-editor/examples-of-using-the-filter-editor.md -- name: Grid - href: articles/grid.md - items: - - name: Data Editing - items: - - name: Edit Grid Cells - href: articles/grid/data-editing/edit-grid-cells.md - - name: Add and Delete Grid Records - href: articles/grid/data-editing/add-and-delete-grid-records.md - - name: Data Presentation - items: - - name: Sort Grid Rows - href: articles/grid/data-presentation/sort-grid-rows.md - - name: Group Grid Rows - href: articles/grid/data-presentation/group-grid-rows.md - - name: Fix Grid Rows - href: articles/grid/data-presentation/fix-grid-rows.md - - name: Data Analysis - items: - - name: Filter Grid Data - href: articles/grid/data-analysis/filter-grid-data.md - - name: Filter Grid Data via Find Panel - href: articles/grid/data-analysis/filter-grid-data-via-find-panel.md - - name: Show Summaries (Totals) in Grids - href: articles/grid/data-analysis/show-summaries-(totals)-in-grids.md - - name: Apply Cell Conditional Formatting - href: articles/grid/data-analysis/apply-cell-conditional-formatting.md - - name: Layout Customization - items: - - name: Expand and Collapse Rows and Cards in Grids - href: articles/grid/layout-customization/expand-and-collapse-rows-and-cards-in-grids.md - - name: Hide and Display Grid Columns, Bands and Card Fields - href: articles/grid/layout-customization/hide-and-display-grid-columns-bands-and-card-fields.md - - name: Rearrange Grid Columns, Bands and Card Fields - href: articles/grid/layout-customization/rearrange-grid-columns-bands-and-card-fields.md - - name: Resize Cards in Grids - href: articles/grid/layout-customization/resize-cards-in-grids.md - - name: Resize Grid Columns, Bands and Card Fields - href: articles/grid/layout-customization/resize-grid-columns-bands-and-card-fields.md - - name: Selection and Navigation - items: - - name: Locate Grid Records - href: articles/grid/selection-and-navigation/locate-grid-records.md - - name: Navigate Through Grid Records - href: articles/grid/selection-and-navigation/navigate-through-grid-records.md - - name: Select Grid Rows and Cards - href: articles/grid/selection-and-navigation/select-grid-rows-and-cards.md -- name: Layout Manager - href: articles/layout-manager.md - items: - - name: Layout Customization - items: - - name: Start Layout Customization - href: articles/layout-manager/layout-customization/start-layout-customization.md - - name: Finish Layout Customization - href: articles/layout-manager/layout-customization/finish-layout-customization.md - - name: Hide and Display Elements using a Layout Manager - href: articles/layout-manager/layout-customization/hide-and-display-elements-using-a-layout-manager.md - - name: Change Element Layout - href: articles/layout-manager/layout-customization/change-element-layout.md - - name: Resize Interface Elements - href: articles/layout-manager/layout-customization/resize-interface-elements.md - - name: Add Empty Regions, Separators, Splitters and Labels - href: articles/layout-manager/layout-customization/add-empty-regions-separators-splitters-and-labels.md - - name: Change Text Label Options - href: articles/layout-manager/layout-customization/change-text-label-options.md - - name: Work with Interface Element Groups - href: articles/layout-manager/layout-customization/work-with-interface-element-groups.md - - name: Create and Delete Tabbed Groups - href: articles/layout-manager/layout-customization/create-and-delete-tabbed-groups.md - - name: Save and Restore Layout - items: - - name: Save and Restore Interface Layout - href: articles/layout-manager/save-and-restore-layout/save-and-restore-interface-layout.md -- name: Map - href: articles/map.md - items: - - name: Scrolling - href: articles/map/scrolling.md - - name: Zooming - href: articles/map/zooming.md - - name: Selection - href: articles/map/selection.md - - name: Using the Search Panel - href: articles/map/using-the-search-panel.md - - name: Mini Map - href: articles/map/mini-map.md - - name: Map Editor - href: articles/map/map-editor.md - - name: Rulers - href: articles/map/rulers.md -- name: Navigation Bars - href: articles/navigation-bars.md - items: - - name: Navigation Pane - href: articles/navigation-bars/navigation-pane.md - - name: Navigation Bar - href: articles/navigation-bars/navigation-bar.md -- name: PDF Viewer - href: articles/pdf-viewer.md - items: - - name: Manage Documents and Files - href: articles/pdf-viewer/manage-documents-and-files.md - - name: Print Documents - href: articles/pdf-viewer/print-documents.md - - name: Navigate and View a Document - href: articles/pdf-viewer/navigate-and-view-a-document.md - - name: Adjust the Document View - href: articles/pdf-viewer/adjust-the-document-view.md - - name: Select and Copy the Document Content - href: articles/pdf-viewer/select-and-copy-the-document-content.md - - name: View Document Properties - href: articles/pdf-viewer/view-document-properties.md - - name: Thumbnails - href: articles/pdf-viewer/thumbnails.md - - name: Bookmarks - href: articles/pdf-viewer/bookmarks.md - - name: File Attachments - href: articles/pdf-viewer/file-attachment.md - - name: Annotations - href: articles/pdf-viewer/annotations.md - - name: Export and Import the AcroForm Data - href: articles/pdf-viewer/export-and-import-the-acroform-data.md -- name: Pivot Table - href: articles/pivot-table.md - items: - - name: Data Editing - items: - - name: Edit Data in Pivot Tables - href: articles/pivot-table/data-editing/edit-data-in-pivot-tables.md - - name: Edit Unbound Expression - href: articles/pivot-table/data-editing/edit-unbound-expression.md - - name: Pivot Grid Expression Syntax - href: articles/pivot-table/data-editing/pivot-grid-expression-syntax.md - - name: Data Presentation - href: articles/pivot-table/data-presentation.md - items: - - name: Sort Data in Pivot Tables - href: articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md - items: - - name: Simple Sorting - href: articles/pivot-table/data-presentation/sort-data/simple-sorting.md - - name: Sort Data Using the Context Menu - href: articles/pivot-table/data-presentation/sort-data/sort-data-using-the-context-menu.md - - name: Sort Data Using a Field List - href: articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md - - name: Sort Data by Summaries - href: articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md - - name: Filter Data in Pivot Tables - href: articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md - items: - - name: Filter Data by Field Values - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md - items: - - name: Invoke a Filter Window - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md - - name: Using Filter Windows - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md - - name: Filtering Options - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/filtering-options.md - - name: Filter Data by Cell Values - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values.md - items: - - name: Invoke a Summary Filter Window - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/invoke-a-summary-filter-window.md - - name: Select a Range of Values - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/select-a-range-of-values.md - - name: Move the Selected Range - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/move-the-selected-range.md - - name: Zoom and Move the Viewport - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/zoom-and-move-the-viewport.md - - name: Specify Target Cells - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/specify-target-cells.md - - name: Remove Filtering - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-cell-values/remove-filtering.md - - name: Build Complex Filter Criteria - href: articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md - - name: Apply Conditional Formatting - href: articles/pivot-table/data-presentation/apply-conditional-formatting.md - - name: Change Summary Type in Pivot Tables - href: articles/pivot-table/data-presentation/change-summary-type-in-pivot-tables.md - - name: Pinned (Fixed) Columns - href: articles/pivot-table/data-presentation/pinned-(fixed)-columns.md - - name: Exporting and Printing - href: articles/pivot-table/exporting-and-printing/exporting-and-printing.md - - name: Layout Customization - href: articles/pivot-table/layout-customization.md - items: - - name: Resizing Columns - href: articles/pivot-table/layout-customization/resizing-columns.md - - name: Expand and Collapse Groups in Pivot Tables - href: articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md - - name: Hide Pivot Table Fields - href: articles/pivot-table/layout-customization/hide-pivot-table-fields.md - items: - - name: Hide Fields Using the Context Menu - href: articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md - - name: Hide Fields Using a Field List - href: articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md - - name: Display Hidden Pivot Table Fields - href: articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md - - name: Reorder Pivot Table Fields - href: articles/pivot-table/layout-customization/reorder-pivot-table-fields.md - items: - - name: Simple Fields Reordering - href: articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md - - name: Reorder Fields Using a Field List - href: articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md - - name: Select Cells in Pivot Tables - href: articles/pivot-table/select-cells-in-pivot-tables.md - - name: Field List Overview - href: articles/pivot-table/field-list-overview.md - items: - - name: Invoke a Field List - href: articles/pivot-table/field-list/invoke-a-field-list.md - - name: Defer Pivot Table Updates - href: articles/pivot-table/field-list/defer-pivot-table-updates.md - - name: Change Field List Layout - href: articles/pivot-table/field-list/change-field-list-layout.md -- name: Print Preview - href: articles/print-preview.md - items: - - name: Print Preview for WinForms - href: articles/print-preview/print-preview-for-winforms.md - items: - - name: File Management - items: - - name: Save a Print Preview to a File - href: articles/print-preview/print-preview-for-winforms/file-management/save-a-print-preview-to-a-file.md - - name: Load a Print Preview from a File - href: articles/print-preview/print-preview-for-winforms/file-management/load-a-print-preview-from-a-file.md - - name: Printing and Page Setup - items: - - name: Print a Document via the Print Dialog - href: articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-via-the-print-dialog.md - - name: Print a Document Using Default Settings - href: articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-a-document-using-default-settings.md - - name: Change Printing Settings via the Page Setup Dialog - href: articles/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md - - name: Specify Page Margins in Print Preview - href: articles/print-preview/print-preview-for-winforms/printing-and-page-setup/specify-page-margins-in-print-preview.md - - name: Print Selection - href: articles/print-preview/print-preview-for-winforms/printing-and-page-setup/print-selection.md - - name: Headers and Footers - items: - - name: Insert Page Header and Page Footer into Printed Documents - href: articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-header-and-page-footer-into-printed-documents.md - - name: Insert Page Numbers into Printed Documents - href: articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-page-numbers-into-printed-documents.md - - name: Insert Date and Time into Printed Documents - href: articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-date-and-time-into-printed-documents.md - - name: Insert the User Name into Printed Documents - href: articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-the-user-name-into-printed-documents.md - - name: Insert a Logo into Printed Documents - href: articles/print-preview/print-preview-for-winforms/headers-and-footers/insert-a-logo-into-printed-documents.md - - name: Scaling - items: - - name: Scale Print Preview by Entering a Zoom Factor - href: articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-entering-a-zoom-factor.md - - name: Scale Print Preview by Specifying Width in Pages - href: articles/print-preview/print-preview-for-winforms/scaling/scale-print-preview-by-specifying-width-in-pages.md - - name: Zooming - items: - - name: Zoom Print Preview In or Out - href: articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-in-or-out.md - - name: Zoom Print Preview by Entering a Zoom Factor - href: articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-by-entering-a-zoom-factor.md - - name: Zoom Print Preview to Show Whole Pages or Fit Content - href: articles/print-preview/print-preview-for-winforms/zooming/zoom-print-preview-to-show-whole-pages-or-fit-content.md - - name: Show Two or More Pages in Print Preview - href: articles/print-preview/print-preview-for-winforms/zooming/show-two-or-more-pages-in-print-preview.md - - name: Viewing and Navigating - items: - - name: Navigate Between Pages in Print Preview - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-between-pages-in-print-preview.md - - name: Use the Hand Tool in Print Preview - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/use-the-hand-tool-in-print-preview.md - - name: Navigate in Print Preview Using Bookmarks - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-bookmarks.md - - name: Navigate in Print Preview Using Thumbnails - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/navigate-in-print-preview-using-thumbnails.md - - name: Search for a Specific Text in Print Preview - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/search-for-a-specific-text-in-print-preview.md - - name: Switch Print Preview Display Mode - href: articles/print-preview/print-preview-for-winforms/viewing-and-navigating/switch-print-preview-display-mode.md - - name: Interactivity - items: - - name: Content Editing in Print Preview - href: articles/print-preview/print-preview-for-winforms/interactivity/content-editing-in-print-preview.md - - name: Watermark and Background - items: - - name: Change Watermark and Background Settings in Print Preview - href: articles/print-preview/print-preview-for-winforms/watermark-and-background/change-watermark-and-background-settings-in-print-preview.md - - name: Remove a Watermark in Print Preview - href: articles/print-preview/print-preview-for-winforms/watermark-and-background/remove-a-watermark-in-print-preview.md - - name: Exporting - items: - - name: Exporting from Print Preview - href: articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md - - name: Copy to the Clipboard - href: articles/print-preview/print-preview-for-winforms/exporting/copy-to-the-clipboard.md - - name: PDF-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md - - name: HTML-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md - - name: MHT-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md - - name: RTF-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md - - name: DOCX-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/docx-specific-export-options.md - - name: XLS-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md - - name: XLSX-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md - - name: CSV-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md - - name: TXT-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md - - name: Image-Specific Export Options - href: articles/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md - - name: Passing Parameters in Print Preview - href: articles/print-preview/print-preview-for-winforms/passing-parameters-in-print-preview.md - - name: Miscellaneous - items: - - name: Customize Printing Settings of Charts - href: articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-charts.md - - name: Customize Printing Settings of Grids - href: articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-grids.md - - name: Customize Printing Settings of Pivot Tables - href: articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-pivot-tables.md - - name: Customize Printing Settings of Tree Views - href: articles/print-preview/print-preview-for-winforms/miscellaneous/customize-printing-settings-of-tree-views.md - - name: Warnings and Error Messages in Print Preview - href: articles/print-preview/print-preview-for-winforms/warnings-and-error-messages-in-print-preview.md - - name: Print Preview for WPF - href: articles/print-preview/print-preview-for-wpf.md - items: - - name: File Management - items: - - name: Save a Print Preview to a File - href: articles/print-preview/print-preview-for-wpf/file-management/save-a-print-preview-to-a-file.md - - name: Load a Print Preview from a File - href: articles/print-preview/print-preview-for-wpf/file-management/load-a-print-preview-from-a-file.md - - name: Printing and Page Setup - items: - - name: Print a Document Using the Print Dialog - href: articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-the-print-dialog.md - - name: Print a Document Using Default Settings - href: articles/print-preview/print-preview-for-wpf/printing-and-page-setup/print-a-document-using-default-settings.md - - name: Change Print Settings Using the Page Setup Dialog - href: articles/print-preview/print-preview-for-wpf/printing-and-page-setup/change-print-settings-using-the-page-setup-dialog.md - - name: Scaling - href: articles/print-preview/print-preview-for-wpf/printing-and-page-setup/scaling.md - - name: Navigating - items: - - name: Navigate Between Pages - href: articles/print-preview/print-preview-for-wpf/navigating/navigate-between-pages.md - - name: Navigate Using Bookmarks - href: articles/print-preview/print-preview-for-wpf/navigating/navigate-using-bookmarks.md - - name: Navigate Using Thumbnails - href: articles/print-preview/print-preview-for-wpf/navigating/navigate-using-thumbnails.md - - name: Navigate Using the Hand Tool - href: articles/print-preview/print-preview-for-wpf/navigating/navigate-using-the-hand-tool.md - - name: Search for a Specific Text - href: articles/print-preview/print-preview-for-wpf/navigating/search-for-a-specific-text.md - - name: Interactivity - items: - - name: Content Editing in Print Preview - href: articles/print-preview/print-preview-for-wpf/interactivity/content-editing-in-print-preview.md - - name: Zooming - href: articles/print-preview/print-preview-for-wpf/zooming.md - - name: Passing Parameter Values - href: articles/print-preview/print-preview-for-wpf/passing-parameter-values.md - - name: Changing a Watermark - href: articles/print-preview/print-preview-for-wpf/changing-a-watermark.md - - name: Exporting - items: - - name: Exporting - href: articles/print-preview/print-preview-for-wpf/exporting/exporting.md - - name: Copying to the Clipboard - href: articles/print-preview/print-preview-for-wpf/exporting/copying-to-the-clipboard.md - - name: PDF-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/pdf-specific-export-options.md - - name: HTML-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/html-specific-export-options.md - - name: MHT-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/mht-specific-export-options.md - - name: RTF-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/rtf-specific-export-options.md - - name: DOCX-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/docx-specific-export-options.md - - name: XLS-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/xls-specific-export-options.md - - name: XLSX-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/xlsx-specific-export-options.md - - name: CSV-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/csv-specific-export-options.md - - name: Text-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/text-specific-export-options.md - - name: Image-Specific Export Options - href: articles/print-preview/print-preview-for-wpf/exporting/image-specific-export-options.md -- name: Ribbon - href: articles/ribbon.md - items: - - name: Frequently Used Ribbon Commands - href: articles/ribbon/frequently-used-ribbon-commands.md - - name: Minimize Ribbon - href: articles/ribbon/minimize-ribbon.md - - name: Invoke Ribbon Commands - href: articles/ribbon/invoke-ribbon-commands.md -- name: Rich Text Editor - href: articles/rich-text-editor.md - items: - - name: Text Editor UI - items: - - name: Editor Elements - href: articles/rich-text-editor/text-editor-ui/editor-elements.md - - name: Toolbars - href: articles/rich-text-editor/text-editor-ui/toolbars.md - - name: Ribbon Interface - href: articles/rich-text-editor/text-editor-ui/ribbon-interface.md - - name: File Operations - items: - - name: Create a New Document - href: articles/rich-text-editor/file-operations/create-a-new-document.md - - name: Load a Document - href: articles/rich-text-editor/file-operations/load-a-document.md - - name: Save a Document - href: articles/rich-text-editor/file-operations/save-a-document.md - - name: Print a Document - href: articles/rich-text-editor/file-operations/print-a-document.md - - name: Document Layout and Page Setup - items: - - name: Divide a Document into Sections - href: articles/rich-text-editor/document-layout-and-page-setup/divide-a-document-into-sections.md - - name: Adjust Page Settings - href: articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md - - name: Lay Out Text in Columns - href: articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md - - name: Add Line Numbers - href: articles/rich-text-editor/document-layout-and-page-setup/add-line-numbers.md - - name: Change Page Background Color - href: articles/rich-text-editor/document-layout-and-page-setup/change-page-background-color.md - - name: Viewing and Navigating - items: - - name: Navigate through a Document - href: articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md - - name: Switch Document Views - href: articles/rich-text-editor/viewing-and-navigating/switch-document-views.md - - name: Zoom a Document - href: articles/rich-text-editor/viewing-and-navigating/zoom-a-document.md - - name: Text Editing - items: - - name: Select Text - href: articles/rich-text-editor/text-editing/select-text.md - - name: Delete Text - href: articles/rich-text-editor/text-editing/delete-text.md - - name: Find and Replace Text - href: articles/rich-text-editor/text-editing/find-and-replace-text.md - - name: Use a Clipboard - href: articles/rich-text-editor/text-editing/use-a-clipboard.md - - name: Check Text Spelling - href: articles/rich-text-editor/text-editing/check-text-spelling.md - - name: Undo and Redo Last Operations - href: articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md - - name: Formatting - items: - - name: Format Text - href: articles/rich-text-editor/formatting/format-text.md - - name: Format Paragraphs - href: articles/rich-text-editor/formatting/format-paragraphs.md - - name: Apply and Modify Styles - href: articles/rich-text-editor/formatting/apply-and-modify-styles.md - - name: Pictures and Text Boxes - items: - - name: Insert, Select, Copy or Delete a Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-text-box.md - - name: Insert a Picture - href: articles/rich-text-editor/pictures-and-text-boxes/insert-a-picture.md - - name: Add, Change or Delete a Border for a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md - - name: Add, Change or Delete a Text Box Fill - href: articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md - - name: Rotate a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md - - name: Move a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md - - name: Wrap Text around a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md - - name: Resize a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md - - name: Lists - items: - - name: Numbered Lists - href: articles/rich-text-editor/lists/numbered-lists.md - - name: Bulleted Lists - href: articles/rich-text-editor/lists/bulleted-lists.md - - name: Multilevel Lists - href: articles/rich-text-editor/lists/multilevel-lists.md - - name: Tables - items: - - name: Insert a Table - href: articles/rich-text-editor/tables/insert-a-table.md - - name: Add and Remove Table Borders - href: articles/rich-text-editor/tables/add-and-remove-table-borders.md - - name: Customize a Style of Cell Borders - href: articles/rich-text-editor/tables/customize-a-style-of-cell-borders.md - - name: Select a Cell, Row or Column - href: articles/rich-text-editor/tables/select-a-cell-row-or-column.md - - name: Insert a Cell, Row or Column - href: articles/rich-text-editor/tables/insert-a-cell-row-or-column.md - - name: Delete a Cell, Row or Column - href: articles/rich-text-editor/tables/delete-a-cell-row-or-column.md - - name: Merge or Split Cells - href: articles/rich-text-editor/tables/merge-or-split-cells.md - - name: Align Text in Table Cells - href: articles/rich-text-editor/tables/align-text-in-table-cells.md - - name: Adjust Column Width - href: articles/rich-text-editor/tables/adjust-column-width.md - - name: Set Background Color of Cells - href: articles/rich-text-editor/tables/set-background-color-of-cells.md - - name: Set Table Properties - href: articles/rich-text-editor/tables/set-table-properties.md - - name: Wrap Text Around a Table - href: articles/rich-text-editor/tables/wrap-text-around-a-table.md - - name: Rotate table Cell Content - href: articles/rich-text-editor/tables/rotate-table-cell-content.md - - name: Header and Footer - href: articles/rich-text-editor/header-and-footer.md - - name: Footnotes and Endnotes - items: - - name: Insert and Edit a Footnote or Endnote - href: articles/rich-text-editor/footnotes-and-endnotes/insert-and-edit-a-footnote-or-endnote.md - - name: Change Note Appearance - href: articles/rich-text-editor/footnotes-and-endnotes/change-note-appearance.md - - name: Mail Merge - href: articles/rich-text-editor/mail-merge.md - - name: Table of Contents - items: - - name: Create a Table of Contents - href: articles/rich-text-editor/table-of-contents/create-a-table-of-contents.md - - name: Create Table of Contents for Special Cases - href: articles/rich-text-editor/table-of-contents/create-table-of-contents-for-special-cases.md - - name: Update Table of Contents - href: articles/rich-text-editor/table-of-contents/update-table-of-contents.md - - name: Track Changes - items: - - name: Enable Track Changes - href: articles/rich-text-editor/track-changes/enable-track-changes.md - - name: Accept and Reject Tracked Changes - href: articles/rich-text-editor/track-changes/accept-and-reject-tracked-changes.md - - name: Document Protection - items: - - name: Protect and Unprotect a Document - href: articles/rich-text-editor/document-protection/protect-and-unprotect-a-document.md - - name: Edit a Protected Document - href: articles/rich-text-editor/document-protection/edit-a-protected-document.md - - name: Miscellaneous - items: - - name: Insert a Bookmark - href: articles/rich-text-editor/miscellaneous/insert-a-bookmark.md - - name: Insert a Hyperlink - href: articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md - - name: Insert a Comment - href: articles/rich-text-editor/miscellaneous/insert-a-comment.md - - name: Insert a Page Break - href: articles/rich-text-editor/miscellaneous/insert-a-page-break.md - - name: Insert Page Numbers - href: articles/rich-text-editor/miscellaneous/insert-page-numbers.md - - name: Insert a Symbol - href: articles/rich-text-editor/miscellaneous/insert-a-symbol.md - - name: Insert a Watermark - href: articles/rich-text-editor/miscellaneous/insert-a-watermark.md - - name: Set Document Properties - href: articles/rich-text-editor/miscellaneous/set-document-properties.md -- name: Scheduler - href: articles/scheduler.md - items: - - name: Scheduler UI - href: articles/scheduler/scheduler-ui.md - items: - - name: Toolbars - href: articles/scheduler/scheduler-ui/toolbars.md - - name: Ribbon Interface - href: articles/scheduler/scheduler-ui/ribbon-interface.md - - name: Appointment Management - href: articles/scheduler/appointment-management.md - items: - - name: Create Appointments - href: articles/scheduler/appointment-management/create-appointments.md - - name: Edit Appointments - href: articles/scheduler/appointment-management/edit-appointments.md - - name: Manage Reminders - href: articles/scheduler/appointment-management/manage-reminders.md - - name: Delete Appointments - href: articles/scheduler/appointment-management/delete-appointments.md - - name: Restrictions for Operations with Appointments - href: articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md - - name: Layout Customization - href: articles/scheduler/layout-customization.md - items: - - name: Switch Scheduler Views - href: articles/scheduler/layout-customization/switch-scheduler-views.md - - name: Scheduler Grouping - href: articles/scheduler/layout-customization/scheduler-grouping.md - - name: Zoom the Scheduling Area - href: articles/scheduler/layout-customization/zoom-the-scheduling-area.md - - name: Selection and Navigation - href: articles/scheduler/selection-and-navigation.md - items: - - name: Navigate Dates in the Scheduler - href: articles/scheduler/selection-and-navigation/navigate-dates-in-the-scheduler.md - - name: Navigate Scheduler Resources - href: articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md - - name: Navigate Scheduler Time Cells - href: articles/scheduler/selection-and-navigation/navigate-scheduler-time-cells.md - - name: Scheduler Navigation Buttons - href: articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md - - name: Scheduler 'More' Buttons - href: articles/scheduler/selection-and-navigation/scheduler-more-buttons.md - - name: Printing - href: articles/scheduler/printing.md -- name: Snap Reporting Engine - href: articles/snap-reporting-engine.md -- name: Spreadsheet - href: articles/spreadsheet.md - items: - - name: Spreadsheet UI - items: - - name: Ribbon Interface - href: articles/spreadsheet/spreadsheet-ui/ribbon-interface.md - - name: Spreadsheet Elements - href: articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md - - name: File Operations - items: - - name: Create a Workbook - href: articles/spreadsheet/file-operations/create-a-workbook.md - - name: Load a Workbook - href: articles/spreadsheet/file-operations/load-a-workbook.md - - name: Create a Worksheet - href: articles/spreadsheet/file-operations/create-a-worksheet.md - - name: Rename a Worksheet - href: articles/spreadsheet/file-operations/rename-a-worksheet.md - - name: Delete a Worksheet - href: articles/spreadsheet/file-operations/delete-a-worksheet.md - - name: Save a Workbook - href: articles/spreadsheet/file-operations/save-a-workbook.md - - name: Import and Export Text Files - href: articles/spreadsheet/file-operations/import-and-export-text-files.md - - name: Print a Workbook - href: articles/spreadsheet/file-operations/print-a-workbook.md - - name: Adjust Page Settings - href: articles/spreadsheet/file-operations/adjust-page-settings.md - - name: Undo and Redo Last Actions - href: articles/spreadsheet/file-operations/undo-and-redo-last-actions.md - - name: Viewing and Navigating - items: - - name: Hide and Display Worksheets - href: articles/spreadsheet/viewing-and-navigating/hide-and-display-worksheets.md - - name: Zoom a Worksheet - href: articles/spreadsheet/viewing-and-navigating/zoom-a-worksheet.md - - name: Hide Gridlines and Headings - href: articles/spreadsheet/viewing-and-navigating/hide-gridlines-and-headings.md - - name: Freeze Columns and Rows - href: articles/spreadsheet/viewing-and-navigating/freeze-columns-and-rows.md - - name: Editing Cells - items: - - name: Select Cells or Cell Content - href: articles/spreadsheet/editing-cells/select-cells-or-cell-content.md - - name: Copy and Paste Cell Content - href: articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md - - name: Fill Data Automatically - href: articles/spreadsheet/editing-cells/fill-data-automatically.md - - name: Find and Replace - href: articles/spreadsheet/editing-cells/find-and-replace.md - - name: Insert a Comment - href: articles/spreadsheet/editing-cells/insert-a-comment.md - - name: Insert a Symbol - href: articles/spreadsheet/editing-cells/insert-a-symbol.md - - name: Cell Formatting - items: - - name: Format Cells - href: articles/spreadsheet/cell-formatting/format-cells.md - - name: Format Cell Content - href: articles/spreadsheet/cell-formatting/format-cell-content.md - - name: Wrap Text and Merge Cells - href: articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md - - name: Number Formatting - href: articles/spreadsheet/cell-formatting/number-formatting.md - - name: 'Conditional Formatting ' - href: articles/spreadsheet/cell-formatting/conditional-formatting.md - - name: Clear Cell Formatting - href: articles/spreadsheet/cell-formatting/clear-cell-formatting.md - - name: Columns and Rows - items: - - name: Insert and Delete Columns and Rows - href: articles/spreadsheet/columns-and-rows/insert-and-delete-columns-and-rows.md - - name: Show and Hide Columns and Rows - href: articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md - - name: Specify Column Width and Row Height - href: articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md - - name: Tables - items: - - name: 'Create a Table ' - href: articles/spreadsheet/tables/create-a-table.md - - name: Pivot Tables - items: - - name: Create a Pivot Table - href: articles/spreadsheet/pivot-tables/create-a-pivot-table.md - - name: Modify a Pivot Table - href: articles/spreadsheet/pivot-tables/modify-a-pivot-table.md - - name: Refresh the PivotTable Data - href: articles/spreadsheet/pivot-tables/refresh-the-pivottable-data.md - - name: Change the Value Field Settings - href: articles/spreadsheet/pivot-tables/change-the-value-field-settings.md - - name: Apply a Predefined Style to a Pivot Table - href: articles/spreadsheet/pivot-tables/apply-a-predefined-style-to-a-pivot-table.md - - name: Change the PivotTable Layout - href: articles/spreadsheet/pivot-tables/change-the-pivottable-layout.md - - name: Subtotal and Total Fields in a Pivot Table - href: articles/spreadsheet/pivot-tables/subtotal-and-total-fields-in-a-pivot-table.md - - name: 'Group Items in a Pivot Table ' - href: articles/spreadsheet/pivot-tables/group-items-in-a-pivot-table.md - - name: Sort Items in a Pivot Table - href: articles/spreadsheet/pivot-tables/sort-items-in-a-pivot-table.md - - name: 'Filter a Pivot Table ' - href: articles/spreadsheet/pivot-tables/filter-a-pivot-table.md - - name: Insert a Calculated Field and Calculated Item - href: articles/spreadsheet/pivot-tables/insert-a-calculated-field-and-calculated-item.md - - name: Data Presentation - items: - - name: Outline Data - href: articles/spreadsheet/data-presentation/outline-data.md - - name: Subtotal Data - href: articles/spreadsheet/data-presentation/subtotal-data.md - - name: Sort Data - href: articles/spreadsheet/data-presentation/sort-data.md - - name: Filter Data - href: articles/spreadsheet/data-presentation/filter-data.md - - name: Data Validation - items: - - name: Validate Data in Cells - href: articles/spreadsheet/data-validation/validate-data-in-cells.md - - name: Formulas - items: - - name: Create a Simple Formula - href: articles/spreadsheet/formulas/create-a-simple-formula.md - - name: Cell References - href: articles/spreadsheet/formulas/cell-references.md - - name: Defined Names - href: articles/spreadsheet/formulas/defined-names.md - - name: 'Using Functions in Formulas ' - href: articles/spreadsheet/formulas/using-functions-in-formulas.md - - name: Supported Functions - href: articles/spreadsheet/formulas/supported-functions.md - - name: 'Create an Array Formula ' - href: articles/spreadsheet/formulas/create-an-array-formula.md - - name: Error Types in Formulas - href: articles/spreadsheet/formulas/error-types-in-formulas.md - - name: Charting - items: - - name: Charting Overview - href: articles/spreadsheet/charting/charting-overview.md - - name: Creating a Chart - href: articles/spreadsheet/charting/creating-a-chart.md - - name: Changing a Chart Type - href: articles/spreadsheet/charting/changing-a-chart-type.md - - name: Applying a Predefined Chart Layout and Style - href: articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md - - name: Modifying a Chart Manually - href: articles/spreadsheet/charting/modifying-a-chart-manually.md - - name: Creating a Chart Sheet - href: articles/spreadsheet/charting/creating-a-chart-sheet.md - - name: Mail Merge - items: - - name: Mail Merge Overview - href: articles/spreadsheet/mail-merge/mail-merge-overview.md - - name: Data Source Wizard - href: articles/spreadsheet/mail-merge/data-source-wizard.md - - name: Query Builder - href: articles/spreadsheet/mail-merge/query-builder.md - - name: Parameters Panel - href: articles/spreadsheet/mail-merge/parameters-panel.md - - name: Pictures and Hyperlinks - items: - - name: Insert a Picture - href: articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md - - name: Move, Rotate and Resize a Picture - href: articles/spreadsheet/pictures-and-hyperlinks/move-rotate-and-resize-a-picture.md - - name: Insert and Delete Hyperlinks - href: articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md - - name: Shortcuts to Work with Pictures - href: articles/spreadsheet/pictures-and-hyperlinks/shortcuts-to-work-with-pictures.md - - name: Protection - items: - - name: Protect a Workbook - href: articles/spreadsheet/protection/protect-a-workbook.md - - name: Protect a Worksheet - href: articles/spreadsheet/protection/protect-a-worksheet.md - - name: Protect Worksheet Ranges - href: articles/spreadsheet/protection/protect-worksheet-ranges.md - - name: Encrypt a Workbook with the Password - href: articles/spreadsheet/protection/encrypt-a-workbook-with-the-password.md - - name: Shortcuts - href: articles/spreadsheet/shortcuts.md - items: - - name: File Operations - href: articles/spreadsheet/keyboard-shortcuts/file-operations.md - - name: Navigation inside Worksheets - href: articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md - - name: 'Work with Selections ' - href: articles/spreadsheet/keyboard-shortcuts/work-with-selections.md - - name: Copy, Paste and Edit the Cell Content - href: articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md - - name: 'Cell Formatting ' - href: articles/spreadsheet/keyboard-shortcuts/cell-formatting.md - - name: Work with Columns and Rows - href: articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md - - name: Sort and Filter - href: articles/spreadsheet/keyboard-shortcuts/sort-and-filter.md - - name: Work with Formulas - href: articles/spreadsheet/keyboard-shortcuts/work-with-formulas.md -- name: Toolbars and Menus - href: articles/toolbars-and-menus.md - items: - - name: Layout Customization - items: - - name: Open Toolbar Customization Window - href: articles/toolbars-and-menus/layout-customization/open-toolbar-customization-window.md - - name: Finish Toolbar Customization - href: articles/toolbars-and-menus/layout-customization/finish-toolbar-customization.md - - name: Hide and Display Toolbars - href: articles/toolbars-and-menus/layout-customization/hide-and-display-toolbars.md - - name: Hide and Display Bar Commands - href: articles/toolbars-and-menus/layout-customization/hide-and-display-bar-commands.md - - name: Rearrange Toolbars and Menus - href: articles/toolbars-and-menus/layout-customization/rearrange-toolbars-and-menus.md - - name: Rearrange Bar Commands - href: articles/toolbars-and-menus/layout-customization/rearrange-bar-commands.md - - name: Restore the Default Layout of Bar Commands - href: articles/toolbars-and-menus/layout-customization/restore-the-default-layout-of-bar-commands.md - - name: Navigation - items: - - name: Keyboard Navigation in Menus and Toolbars - href: articles/toolbars-and-menus/navigation/keyboard-navigation-in-menus-and-toolbars.md - - name: Select Commands - items: - - name: Invoke Toolbar and Menu Commands - href: articles/toolbars-and-menus/select-commands/invoke-toolbar-and-menu-commands.md -- name: Tree List - href: articles/tree-list.md - items: - - name: Edit Cells in a Tree List - href: articles/tree-list/edit-cells-in-a-tree-list.md - - name: Data Presentation - items: - - name: Sort Tree List Nodes - href: articles/tree-list/data-presentation/sort-tree-list-nodes.md - - name: Data Analysis - items: - - name: Filter TreeList Data - href: articles/tree-list/data-analysis/filter-treelist-data.md - - name: Show Summaries (Totals) in a Tree List - href: articles/tree-list/data-analysis/show-summaries-(totals)-in-a-tree-list.md - - name: Apply Cell Conditional Formatting - href: articles/tree-list/data-analysis/apply-cell-conditional-formatting.md - - name: Layout Customization - items: - - name: Expand and Collapse Nodes in a Tree List - href: articles/tree-list/layout-customization/expand-and-collapse-nodes-in-a-tree-list.md - - name: Hide and Display Tree List Columns - href: articles/tree-list/layout-customization/hide-and-display-tree-list-columns.md - - name: Reorder Tree List Columns - href: articles/tree-list/layout-customization/reorder-tree-list-columns.md - - name: Resize Tree List Columns - href: articles/tree-list/layout-customization/resize-tree-list-columns.md - - name: Selection and Navigation - items: - - name: Navigation in a Tree List - href: articles/tree-list/selection-and-navigation/navigation-in-a-tree-list.md - - name: Select Tree List Nodes - href: articles/tree-list/selection-and-navigation/select-tree-list-nodes.md -- name: Vertical Grid - href: articles/vertical-grid.md - items: - - name: Edit Cells in Vertical Grids - href: articles/vertical-grid/edit-cells-in-vertical-grids.md - - name: Layout Customization - items: - - name: Expand and Collapse Rows in Vertical Grids - href: articles/vertical-grid/layout-customization/expand-and-collapse-rows-in-vertical-grids.md - - name: Resize Rows and Columns in Vertical Grids - href: articles/vertical-grid/layout-customization/resize-rows-and-columns-in-vertical-grids.md - - name: Navigation in Vertical Grids - href: articles/vertical-grid/navigation-in-vertical-grids.md diff --git a/interface-elements-for-web/articles/card-view.md b/interface-elements-for-web/articles/card-view.md deleted file mode 100644 index 62c62382bd..0000000000 --- a/interface-elements-for-web/articles/card-view.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Card View -author: Svetlana Nikulina -legacyId: 115295 ---- -# Card View -This section describes the Card View capabilities. It represents data in cards, supports data editing, sorting, filtering, summary calculation, paging, scrolling, cards selection and data exporting. - -![ASPxCardView-MainImg](../images/img118478.png) - -**Data Editing** -* [Add and Delete Cards](card-view/data-editing/add-and-delete-cards.md) -* [Switch to Edit Mode](card-view/data-editing/switch-to-edit-mode.md) -* [Save or Discard Changes ](card-view/data-editing/save-or-discard-changes.md) -* [Batch Editing](card-view/data-editing/batch-editing.md) - -**Selection and Navigation** -* [Page Navigation](card-view/selection-and-navigation/page-navigation.md) -* [Select Cards](card-view/selection-and-navigation/select-cards.md) - -**Sorting** -* [Sorting](card-view/sorting.md) - -**Grouping** -* [Grouping](card-view/grouping.md) - -**Filtering** -* [Header Filter](card-view/filtering/header-filter.md) -* [Date Range Header Filter](card-view/filtering/date-range-header-filter.md) -* [Search Panel](card-view/filtering/search-panel.md) -* [Creating Complex Filter Criteria with the Filter Builder](card-view/filtering/creating-complex-filter-criteria-with-the-filter-control.md) - -**Data Summaries** -* [Data Summaries](card-view/data-summaries.md) - -**Data Validation** -* [Data Validation](card-view/data-validation.md) - -**Exporting** -* [Exporting](card-view/exporting/exporting.md) diff --git a/interface-elements-for-web/articles/card-view/data-editing/add-and-delete-cards.md b/interface-elements-for-web/articles/card-view/data-editing/add-and-delete-cards.md deleted file mode 100644 index 787c60ce64..0000000000 --- a/interface-elements-for-web/articles/card-view/data-editing/add-and-delete-cards.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Add and Delete Cards -author: Svetlana Nikulina -legacyId: 115280 ---- -# Add and Delete Cards -## Add a Card -To create a new card: -* Click **New**. A new card appears. - - ![EUD_CardView_NewCard](../../../images/img120609.png) -* Specify cell values. -* Click **Update**. - - ![EUD_CardView_Update](../../../images/img121507.png) - -## Delete a Card -To delete a card, click **Delete** in the card to be deleted. - -![EUD_CardView_Delete](../../../images/img121509.png) - -> [!NOTE] -> Cards management links may be unavailable in your application. This is the choice of the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/data-editing/batch-editing.md b/interface-elements-for-web/articles/card-view/data-editing/batch-editing.md deleted file mode 100644 index 8b7cc4a36d..0000000000 --- a/interface-elements-for-web/articles/card-view/data-editing/batch-editing.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Batch Editing -author: Svetlana Nikulina -legacyId: 115283 ---- -# Batch Editing -You can create new cards, delete existing cards, and edit individual cell values on a single page and save these changes with one click. -* To create a new card, click the **New** button and specify field values. -* To delete a card, click the **Delete** button in the card to be deleted. -* To edit a cell value, click (or double-click) the cell and edit the value. - -The modified cells are highlighted in a different color. To save all changes, click **Save changes** or click **Cancel changes** to discard all the changes. - -![EUD_CardView_Batch](../../../images/img121521.png) - -If a Card View contains unsaved data, a confirmation message is displayed before the data is lost (e.g., when sorting the data, changing the page or closing the web page). You can choose whether to proceed and lose changes or cancel the action. - -![EUD_CardView_Batch_Confrimation1](../../../images/img121518.png) -![EUD_CardView_Batch_Confrimation2](../../../images/img121520.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/data-editing/save-or-discard-changes.md b/interface-elements-for-web/articles/card-view/data-editing/save-or-discard-changes.md deleted file mode 100644 index ce608c7167..0000000000 --- a/interface-elements-for-web/articles/card-view/data-editing/save-or-discard-changes.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Save or Discard Changes -author: Svetlana Nikulina -legacyId: 115282 ---- -# Save or Discard Changes -You can modify a card cell values and click **Update** or click **Cancel** to discard all the changes. - -![EUD_CardView_UpdateEdit](../../../images/img121507.png) diff --git a/interface-elements-for-web/articles/card-view/data-editing/switch-to-edit-mode.md b/interface-elements-for-web/articles/card-view/data-editing/switch-to-edit-mode.md deleted file mode 100644 index f39346c254..0000000000 --- a/interface-elements-for-web/articles/card-view/data-editing/switch-to-edit-mode.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Switch to Edit Mode -author: Svetlana Nikulina -legacyId: 115281 ---- -# Switch to Edit Mode -Click **Edit** to switch a Card View to edit mode - -![EUD_CardView_EditCard](../../../images/img121510.png) - -> [!NOTE] -> In-place editing links may be unavailable in your application. This is up to the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/data-summaries.md b/interface-elements-for-web/articles/card-view/data-summaries.md deleted file mode 100644 index 4d97fe2432..0000000000 --- a/interface-elements-for-web/articles/card-view/data-summaries.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Data Summaries ---- -# Data Summaries - -A summary calculates the value of an aggregate function over all the cards and is displayed in the summary panel. - - -The following aggregate functions are available: -* Average -* Count -* Max -* Min -* Sum - -![Card-View-summary](../../images/card-view-summary.png) diff --git a/interface-elements-for-web/articles/card-view/data-validation.md b/interface-elements-for-web/articles/card-view/data-validation.md deleted file mode 100644 index 4d2db25cac..0000000000 --- a/interface-elements-for-web/articles/card-view/data-validation.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Validation ---- -# Data Validation - -The Card View validates entered values and displays errors if a value does not pass validation. - -An error icon indicating the invalid value. Hover the mouse over the icon to display a hint with the error's description. - -Correct every invalid value to save data. - - -![card-view-validation](../../images/card-view-validation.png) - - - - - - - - - - - diff --git a/interface-elements-for-web/articles/card-view/exporting/exporting.md b/interface-elements-for-web/articles/card-view/exporting/exporting.md deleted file mode 100644 index 4be0d0d7aa..0000000000 --- a/interface-elements-for-web/articles/card-view/exporting/exporting.md +++ /dev/null @@ -1,13 +0,0 @@ -# Exporting -The Card View allows you to export data in the following formats. - -* DOCX -* CSV -* PDF -* RTF -* XLS -* XLSX - -Click a toolbar button to export the data in the corresponding format. - -![EUD_CardView_Exporting](../../../images/card-view-exporting.png) diff --git a/interface-elements-for-web/articles/card-view/filtering/creating-complex-filter-criteria-with-the-filter-control.md b/interface-elements-for-web/articles/card-view/filtering/creating-complex-filter-criteria-with-the-filter-control.md deleted file mode 100644 index 3d15f81b37..0000000000 --- a/interface-elements-for-web/articles/card-view/filtering/creating-complex-filter-criteria-with-the-filter-control.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Creating Complex Filter Criteria with the Filter Builder -author: Svetlana Nikulina -legacyId: 115289 ---- -# Creating Complex Filter Criteria with the Filter Builder -To build complex filter criteria with an unlimited number of filter conditions, combined by logical operators, use the built-in Filter Builder. - -To open the Filter Builder, click the filter image displayed within the filter bar or the filter expression link. - -![EUD_CardView_FilterBuilder](../../../images/img121532.png) - -To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../../images/img7351.png) buttons. - -![FilterControlInfo](../../../images/img8602.png) - -  - -To learn more, see the [Filter Editor](../../filter-editor.md) topic. \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/filtering/date-range-header-filter.md b/interface-elements-for-web/articles/card-view/filtering/date-range-header-filter.md deleted file mode 100644 index 5e6769232f..0000000000 --- a/interface-elements-for-web/articles/card-view/filtering/date-range-header-filter.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Date Range Header Filter -author: Anna Kondratova ---- -# Date Range Header Filter -The drop-down box displays a date range editor for columns containing date and time data. - -## Date Range Picker -Click a filter button to invoke a filter drop-down box that contains a date picker and a set of date range periods. - -Click the drop-down button in the **From** text box to display a calendar. You can select the first date in a date range or type the date in the text box. - -![Grid_DateRangePicker1](../../../images/card-view-date-range-1.png) - -Click the drop-down button in the **To** text box to display a calendar. You can select the last date in a date range or type the date in the text box. - -![Grid_DateRangePicker2](../../../images/card-view-date-range-2.png) - -Select the required date periods and click **OK** to apply the filter criteria. - -## Date Range Calendar -Click a filter button to invoke a filter drop-down box that contains a calendar and a set of predefined periods. - -![Grid_DateRangeCalendar](../../../images/card-view-date-range-3.png) - -Select the required date(s) in the calendar and date periods and click **OK** to apply the filter criteria. diff --git a/interface-elements-for-web/articles/card-view/filtering/header-filter.md b/interface-elements-for-web/articles/card-view/filtering/header-filter.md deleted file mode 100644 index 3525ab580a..0000000000 --- a/interface-elements-for-web/articles/card-view/filtering/header-filter.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Header Filter -author: Svetlana Nikulina -legacyId: 115291 ---- -# Header Filter -You can use the **Header Filter** to filter data or change the filter conditions in the Card View. - -Click a filter button to invoke a filter drop-down list that contains unique values in a column. - -You can use the check boxes in the drop-down list to select values and click **OK** to apply the filter criteria. - -![EUD_CardView_HeaderFilterCheckboxes](../../../images/img121536.png) - -If the drop-down list does not display check boxes, click the required value to apply the filter criteria. - -![EUD_CardView_HeaderFilterList](../../../images/img121535.png) - -The drop-down list displays values that match the applied filter criteria. To remove the filter, click **(All)**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/filtering/search-panel.md b/interface-elements-for-web/articles/card-view/filtering/search-panel.md deleted file mode 100644 index 0b5b830843..0000000000 --- a/interface-elements-for-web/articles/card-view/filtering/search-panel.md +++ /dev/null @@ -1,93 +0,0 @@ ---- -title: Search Panel -author: Anna Kondratova -legacyId: 115292 ---- -# Search Panel -Type a filter criterion in the search panel to filter data and highlight search results. - -![ASPxCardView_Seraching](../../../images/img118489.png) - -## Apply the Search Panel Filter Criterion -To apply a filter criterion typed in the search panel, press the ENTER key or click the **Search** button. Otherwise, a filter is automatically applied in 1.2 seconds. - -## Clear the Search Panel Filter Criterion -To clear the search panel filter criterion, do one of the following. -* Press DELETE or BACKSPACE. -* Click the **Clear** button. -* Click the clear button that is displayed within the editor when the editor is focused and is not empty. - - ![EUD_Grid_SearchPanel](../../../images/img25472.png) - -## Search syntax -In its simplest form, a search criterion consists of a single word. However, the search panel allows you to create composite criteria. -* **Mask:** criterion - - **Example:** carlos - - ![ASPxCardView_Searching_OneWord](../../../images/img118686.png) - - **Example description:** selects records that contain the "carlos" string in any search column. -* **Mask:** column:criterion - - **Example:** city:san - - ![ASPxCardView_Searching_Column](../../../images/img118689.png) - - You can search against a specific column by preceding a search string with the column's caption and a colon character. Instead of the complete caption, it is possible to use the initial characters of the caption. A search will be performed against the first column whose name starts with the specified substring. If you want to search against a column whose caption contains space characters, specify the column's display caption in quotation marks. - - If the search string contains multiple conditions separated by space characters, and at least one condition defines a search against a specific column, only records that match all of these conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain "san" in the column that starts with "city". -* **Mask:** criterion1 criterion2 - - **Example:** carlos venezuela - - **Option 1** - - ![ASPxCardView_Searching_And](../../../images/img118687.png) - - **Option 2** - - ![ASPxCardView_Searching_Or](../../../images/img118688.png) - - Based on conditions provided by your application vendor, the search panel can search words separated by space characters in one of the following ways. - - **Option AND** - - Only records that match all of the conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain both "carlos" AND "venezuela" strings in any search column. - - **Option OR** - - If there is no column specification, records that match at least one of these conditions are shown (i.e., the conditions are combined by the OR logical operator). If at least one condition defines a search against a specific column, only records that match all of these conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain either "carlos" OR "venezuela" strings in any search column. -* **Mask:** "criterion with spaces" - - **Example:** "maria anders" - - ![ASPxCardView_Searching_Quotation](../../../images/img118690.png) - - If you want to search for a string containing a space character, specify this string in quotation marks. - - **Example description:** selects records that contain "maria anders" in any search column. -* **Mask:** criterion1 -criterion2 - - **Example:** maria -anders - - ![ASPxCardView_Searching_Exclude](../../../images/img118691.png) - - Precede a condition with "-" to exclude records that match this condition from the resulting set. There should be no space between the "-" sign and the condition. - - **Example description:** selects records that contain "maria", excluding records that contain "anders". -* **Mask:** criterion1 +criterion2 - - **Example:** Spain +Madrid - - ![ASPxCardView_Searching_Include](../../../images/img123943.png) - - Precede a condition with "+" to display only records that match this condition. The "+" specifier allows you to implement the logical AND operator. There should be no space character between the "+" sign and the condition. - - **Example description:** selects records that contain both "Spain" AND "Madrid" in search columns. \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/grouping.md b/interface-elements-for-web/articles/card-view/grouping.md deleted file mode 100644 index 508d3e9ca8..0000000000 --- a/interface-elements-for-web/articles/card-view/grouping.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Grouping -author: Svetlana Nikulina -legacyId: 115288 ---- -# Grouping -Enter the name of a data column in the **Group by** box to group and sort cards by this column. - -You can enter the **None** value to ungroup cards. - -![CardView_Grouping_Combobox](../../images/card-view-grouping-combobox.png) - - - - -## Expand and Collapse Group Rows -Click a group row's expand button to expand or collapse the row. -![CardView_Grouping_ExpandButton](../../images/card-view-grouping-expand-button.png) - - - - - - - - - - - diff --git a/interface-elements-for-web/articles/card-view/selection-and-navigation/page-navigation.md b/interface-elements-for-web/articles/card-view/selection-and-navigation/page-navigation.md deleted file mode 100644 index 8258f8beac..0000000000 --- a/interface-elements-for-web/articles/card-view/selection-and-navigation/page-navigation.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Page Navigation -author: Svetlana Nikulina -legacyId: 115285 ---- -# Page Navigation -Use Card View's pager to switch between pages. - -![EUD_CardView_Pager](../../../images/img121525.png) - -To change the number of cards displayed on one page, click the **Rows per page** selector and select the required number of rows per page. -![EUD_CardView_PageSize](../../../images/img121526.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/card-view/selection-and-navigation/select-cards.md b/interface-elements-for-web/articles/card-view/selection-and-navigation/select-cards.md deleted file mode 100644 index 1131fab179..0000000000 --- a/interface-elements-for-web/articles/card-view/selection-and-navigation/select-cards.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Select Cards -author: Svetlana Nikulina -legacyId: 115287 ---- -# Select Cards -You can select multiple cards as follows: -* Click a card while holding the CTRL key to toggle the card's selected state. -* Click **Select** to toggle the card's selected state. -* Select and clear a card's checkbox to select and unselect it. - - -You can select contiguous cards by clicking the first card and the last card while holding down the SHIFT key. In this case, the previous selection is cleared. - -![EUD_CardView_Selection](../../../images/img121528.png) - - - - diff --git a/interface-elements-for-web/articles/card-view/sorting.md b/interface-elements-for-web/articles/card-view/sorting.md deleted file mode 100644 index f1289ac12e..0000000000 --- a/interface-elements-for-web/articles/card-view/sorting.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Sorting -author: Svetlana Nikulina -legacyId: 115288 ---- -# Sorting -Click a column header to sort data in ascending order. If sorting has already been applied, subsequent clicks reverse the current sort order. - -A click on a column header clears the sort settings on any other columns. Hold the SHIFT key down while clicking to sort against multiple columns. - -Click a column's header while pressing the CTRL key to clear the column's sorting. - -![EUD_CardView_Sorting](../../images/img121529.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/charting.md b/interface-elements-for-web/articles/charting.md deleted file mode 100644 index ad76e25d1f..0000000000 --- a/interface-elements-for-web/articles/charting.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Charting -author: Roman Karpov -legacyId: 114377 ---- -# Charting -This section describes the capabilities provided by Charts. - -![Charts_Main](../images/img9057.png) - -Topics in this section: -* [Chart Designer](charting/chart-designer.md) -* [Series Selection](charting/series-selection.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/charting/chart-designer.md b/interface-elements-for-web/articles/charting/chart-designer.md deleted file mode 100644 index e5ba60ad13..0000000000 --- a/interface-elements-for-web/articles/charting/chart-designer.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Chart Designer -author: Roman Karpov -legacyId: 114376 ---- -# Chart Designer -Use the Chart Designer page to quickly and easily customize a chart or create a new one. - -![EndUser_ChartControl_Designer](../../images/img118766.png) - -The Chart Designer is organized into three main areas, which are represented below. - -![ASPxChartDesigner](../../images/img118482.png) -* The **Chart Structure Tree** allows you to quickly select chart elements, change the structure of a chart (add or delete elements) and also represent chart structure. When you click an element, its settings will be displayed in the **Chart Element Properties** area. - - ![ASPxChartDesigner_ChartStructureTree](../../images/img118483.png) -* The **Chart Layout** area allows you to overview the chart's layout. -* The **Chart Element Properties** area allows you to customize a chart element's commonly used properties. - - ![ASPxChartDesigner_Properties](../../images/img118485.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/charting/series-selection.md b/interface-elements-for-web/articles/charting/series-selection.md deleted file mode 100644 index 9d7dcdc42a..0000000000 --- a/interface-elements-for-web/articles/charting/series-selection.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Series Selection -author: Roman Karpov -legacyId: 114375 ---- -# Series Selection -If you are working with 2D charts, you can select different series or chart elements using the mouse or different gestures on your touchscreen device. - -To select a particular chart element, tap it on a device supporting touchscreen or click this element using the left mouse button. The following image demonstrates how a single series is painted if it is selected using the mouse pointer. - -![EndUser_Selection_Series](../../images/img118764.png) - -Chart elements, which can be selected, are shown in the following illustration. - -![EndUser_ChartControl_Selectable](../../images/img118765.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/common-activities.md b/interface-elements-for-web/articles/common-activities.md deleted file mode 100644 index d395010ccb..0000000000 --- a/interface-elements-for-web/articles/common-activities.md +++ /dev/null @@ -1,8 +0,0 @@ ---- -title: Common Activities -author: Alexey Kazakov -legacyId: 11382 ---- -# Common Activities -This section describes the common capabilities of all ASP.NET controls: -* [Touch Support](common-activities/touch-support.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/common-activities/touch-support.md b/interface-elements-for-web/articles/common-activities/touch-support.md deleted file mode 100644 index 699c7df7da..0000000000 --- a/interface-elements-for-web/articles/common-activities/touch-support.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Touch Support -author: Alexey Kazakov -legacyId: 11374 ---- -# Touch Support -DevExpress ASP.NET controls have an ability to work properly in touch device browsers. Touch is supported on the iOS browser, the default browser of Android 3+ and Internet Explorer 10+ on Windows 8+ and Windows Phone 8. - -The following is a list of DevExpress ASP.NET controls with touch support (along with what can be executed using gestures): -* **Callback Panel** - scrolling; -* **Calendar** - swipe-to-page gesture, slide paging animation; -* **Combo Box** - scrolling; -* **Data View** - swipe-to-page gesture, slide paging animation; -* **Dock Panel** - dragging, resizing, scrolling; -* **File Manager** - scrolling; -* **Grid View** - record scrolling, column header dragging, column resizing, swipe-to-page gesture, slide paging animation; -* **Image Slider** - swipe-to-page gesture, slide paging animation, optional fade animation when the swipe-to-page gesture is turned off; -* **List Box** - scrolling; -* **Menu** - scrolling; -* **News Control** - swipe-to-page gesture; slide paging animation; -* **Panel** - scrolling; -* **Pivot Grid** - record scrolling, column header dragging, swipe-to-page gesture, slide paging animation, customization window resizing; -* **Popup Control** - dragging, resizing, scrolling; -* **Scheduler** - scrolling, appointment dragging, swipe-to-page gesture, slide paging animation; -* **Splitter** - pane resizing, pane scrolling; -* **Tree List** - record scrolling, column header dragging, swipe-to-page gesture, column resizing. diff --git a/interface-elements-for-web/articles/data-view.md b/interface-elements-for-web/articles/data-view.md deleted file mode 100644 index 06315a2995..0000000000 --- a/interface-elements-for-web/articles/data-view.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Data View -author: Svetlana Nikulina -legacyId: 16822 ---- -# Data View -The Data View displays data in a card or list-based view. - -![EUD_DataViewPager](../images/img22668.png) - -## Data View Pager -The data view pager allows you to navigate through data pages. It can be displayed at the top, bottom, or top and bottom of the data view. To navigate to a specific page, click its number in the pager. Additionally, you can use the pager buttons to navigate to the next, previous, first or last page. The current page is highlighted. - -The **Rows per page** menu allows you to select the number of rows to be displayed on the page. - -![EUD_DataViewEndless](../images/img22669.png) - -If a **Show more items...** link is displayed, click it to load more items to the data view. \ No newline at end of file diff --git a/interface-elements-for-web/articles/diagram.md b/interface-elements-for-web/articles/diagram.md deleted file mode 100644 index dc13ced12e..0000000000 --- a/interface-elements-for-web/articles/diagram.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Diagram -author: Svetlana Nikulina ---- -# Diagram - -The **Diagram** tool allows you to design diagrams, flowcharts, and organizational charts online. - -![Diagram](../images/diagram-overview.png) - - -* [First Look at the Diagram](diagram/first-look-at-the-diagram.md) -* [Create a New Chart](diagram/create-a-new-chart.md) -* [Select Elements](diagram/select-elements.md) -* [Work with Chart Elements](diagram/work-with-chart-elements.md) -* [Chart Layout](diagram/chart-layout.md) -* [Page Settings](diagram/page-and-view-settings.md) -* [Export to an Image](diagram/export-to-an-image.md) -* [Keyboard Shortcuts](diagram/keyboard-shortcuts.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/diagram/chart-layout.md b/interface-elements-for-web/articles/diagram/chart-layout.md deleted file mode 100644 index 0e2d8f7f86..0000000000 --- a/interface-elements-for-web/articles/diagram/chart-layout.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Chart Layout -author: Svetlana Nikulina ---- -# Chart Layout -The **Diagram** tool creates a chart layout based on predefined algorithms: - - -- The **Tree** layout algorithm is used to draw hierarchical diagrams. It arranges shapes in a tree structure and aligns them based on their hierarchical level. - -- The **Layered** layout algorithm is used to draw layered graphs. It arranges shapes in horizontal rows or layers to reduce the number of connector crossings. - -To select your chart's layout type and direction, click a layout command on the **Properties > Layout** tab. - - -![Layout](../../images/diagram-layout.png) - -If your document contains several unconnected charts, you can specify a layout for a particular chart. Select the chart's element (shape or connector) and click a layout command. The **Diagram** tool rebuilds the layout of a chart to which the selected element belongs. - -![Layout](../../images/diagram-layout-with-selection.png) diff --git a/interface-elements-for-web/articles/diagram/create-a-new-chart.md b/interface-elements-for-web/articles/diagram/create-a-new-chart.md deleted file mode 100644 index 8f7f4b4dbb..0000000000 --- a/interface-elements-for-web/articles/diagram/create-a-new-chart.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: Create a New Chart -author: Svetlana Nikulina ---- -# Create a New Chart -This topic explains how to create a new chart and customize its settings. - -## Add a Shape - -1. Drag a shape from the **Toolbox** onto the page. - -1. Double click the shape to add/edit its text. - -![Add a Shape](../../images/diagram-add-shape.gif) - -## Connect Shapes - -1. Add another shape to the chart. - -1. Hover the mouse pointer over a shape to display its connection points. - - -1. Hover a point, press the left mouse button, drag the connector to another shape's connection point, and release the mouse button. Now, if you move a shape, the connector stretches to it. - - -1. Double click the connector to add text. You can use the mouse to move the text along the connector. - - -![Add a Connector](../../images/diagram-add-connector.gif) - -## Place a Shape Into a Container - -You can arrange shapes into collapsible horizontal and vertical containers. - -Drag a shape over a container (this highlights the container) and drop the shape. - - -![Container](../../images/diagram-container.gif) - -## Resize a Shape - -1. Click a shape to select it. - -1. Drag the squares at the shape's borders and corners to resize the shape. - - -![Resize a Shape](../../images/diagram-resizing.gif) - -## Insert an OrgChart Shape (Shape with Image) - -1. Drag a shape from the **Org Chart** toolbox group onto the page. - -1. Double click the shape to change its text. - - -1. Right click the shape to invoke the context menu. Select the **Insert Shape Image...** command. - -1. Select the shape image and click OK. - -To change or delete the image, select the corresponding command in the context menu. - -![OrgChart Card](../../images/diagram-orgchart.gif) - -## Customize Shape and Connector Style Settings - -1. Select a shape, connector, or group of elements. - - -1. Click the **Properties** button to invoke the **Properties** toolbar. - -1. Use the editors on the **Style** tab to customize style settings. - -![Customization](../../images/diagram-customization.gif) diff --git a/interface-elements-for-web/articles/diagram/export-to-an-image.md b/interface-elements-for-web/articles/diagram/export-to-an-image.md deleted file mode 100644 index 8d07d9a40a..0000000000 --- a/interface-elements-for-web/articles/diagram/export-to-an-image.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Export to an Image -author: Svetlana Nikulina ---- -# Export to an Image - -The **Diagram** tool can export its content to the following image formats: -- PNG -- JPEG -- SVG - -Click the **Export** command on the **View** toolbar and select a format to download the document. - -![Export](../../images/diagram-export.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/diagram/first-look-at-the-diagram.md b/interface-elements-for-web/articles/diagram/first-look-at-the-diagram.md deleted file mode 100644 index 3e74878108..0000000000 --- a/interface-elements-for-web/articles/diagram/first-look-at-the-diagram.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: First Look at the Diagram -author: Svetlana Nikulina ---- -# First Look at the Diagram - -![Tools](../../images/diagram-tools.png) - -## Diagram Tools - -- The **History** toolbar contains **Undo** and **Redo** commands that allow you to undo and redo actions. On mobile devises, the toolbar also displays the **Show Toolbox** button that shows/hides the **Toolbox**. - - ![Show Toolbox Button](../../images/diagram-history-and-toolbox-button.png) - -- The **Toolbox** allows you to add shapes to your chart. Select **View** > **Settings** > **Show Toolbox** to change the **Toolbox**'s visibility. On mobile devises, there is an additional **Show Toolbox** button in the **History** toolbar. - - -- The **Properties** toolbar allows you to [customize shape and connector style settings](create-a-new-chart.md#customize-shape-and-connector-style-settings), change the [chart layout](chart-layout.md), and specify [page settings](page-and-view-settings.md). Click the **Properties** button to display the toolbar. - -- The **View** toolbar contains commands related to the **Diagram**'s [view settings](page-and-view-settings.md). - -- You can use the **Context Toolbox** to [create a shape at the end of a connector](work-with-chart-elements.md#create-a-shape-via-the-context-toolbox). - - ![Context Toolbox](../../images/diagram-context-toolbox.png) - -- The **Context Menu** appears when you right-click a chart element. - - ![Context Menu](../../images/diagram-context-menu.png) - - On mobile devises, tap a chart element to display the **Context Menu**. - - ![Mobile Context Menu](../../images/diagram-mobile-context-menu.png) - - The table below lists the menu commands. - - | Icon | Text | Description | - |---|---|---| - | ![](../../images/diagram-cm-cut.png) | Cut | Cuts the selected elements. | - | ![](../../images/diagram-cm-copy.png) | Copy | Copies the selected elements to the clipboard. | - | ![](../../images/diagram-cm-paste.png) | Paste | Pastes the copied elements from the clipboard. | - | ![](../../images/diagram-cm-delete.png) | Delete | Deletes the selected elements. | - | ![](../../images/diagram-cm-select-all.png) | Selects All | Select all elements in the document. | - | ![](../../images/diagram-cm-front.png) | Bring to Front | Moves the selected elements on top of other overlapping elements. | - | ![](../../images/diagram-cm-back.png) | Send to Back | Moves the selected elements behind other overlapping elements. | - | ![](../../images/diagram-cm-lock.png) | Lock | Locks the selected elements.| - | ![](../../images/diagram-cm-unlock.png) | Unlock | Unlocks the selected elements. | - | ![](../../images/diagram-cm-insert-image.png) | Insert Shape Image... | Shows **Insert Image** dialog. | - | ![](../../images/diagram-cm-change-image.png) | Change Shape Image... | Shows **Change Image** dialog. | - | ![](../../images/diagram-cm-delete-image.png) | Delete Shape Image | Deletes an image from the selected shape. | - -## Chart Elements - -![Chart Elements](../../images/diagram-chart-elements.png) - -- **Shape** - a base chart element. -- **Connector** - a line that connects shapes. If you move a shape, the connector stretches to it. -- **Chart** - a group of shapes linked by connectors. A document can contain several unconnected charts. diff --git a/interface-elements-for-web/articles/diagram/keyboard-shortcuts.md b/interface-elements-for-web/articles/diagram/keyboard-shortcuts.md deleted file mode 100644 index 0384f9d116..0000000000 --- a/interface-elements-for-web/articles/diagram/keyboard-shortcuts.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Keyboard Shortcuts -author: Svetlana Nikulina ---- -# Keyboard Shortcuts - -The table below lists key combinations available in the **Diagram** tool. - -| Shortcut | Description | -|---|---| -| Ctrl+X, Shift+Delete | Cuts the selected elements. | -| Ctrl+C, Ctrl+Insert | Copies the selected elements to the clipboard. | -| Ctrl+V, Shift+Insert | Pastes the contents of the clipboard. | -| Ctrl+A | Selects all elements on the diagram page. | -| Delete, Backspace | Deletes the selected elements. | -| Ctrl+Z | Undoes the last action. | -| Ctrl+Y | Redoes the last undone action. | -| Ctrl+B | Applies bold formatting to the text of the selected elements. | -| Ctrl+I | Applies italic formatting to the text of the selected elements. | -| Ctrl+U | Underlines the text of the selected elements. | -| Ctrl+Enter | Finishes shape/connector text editing. | -| An arrow key | Moves the selected elements one grid cell in the specified direction. | -| Ctrl + An arrow key | Moves the selected elements one pixel in the specified direction. | -| Left Mouse Button Drag | Moves the selected elements. If you realize the mouse button above a container, places the elements inside this container. | -| Ctrl + Left Mouse Button Drag | Moves the selected elements. If you realize the mouse button above a container, places the elements outside this container. | -| Shift + Left Mouse Button Drag | Moves the selected elements horizontally or vertically. If you realize the mouse button above a container, places the elements outside this container. | -| Alt + An arrow key | Clones the selected elements. | -| Ctrl + Mouse Wheel | Zooms into or out of a diagram page. | -| Space + Left Mouse Button | Pans a diagram page if the **Diagram** tool is focused. | -| F11 | Switches to full screen. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/diagram/page-and-view-settings.md b/interface-elements-for-web/articles/diagram/page-and-view-settings.md deleted file mode 100644 index 3def867331..0000000000 --- a/interface-elements-for-web/articles/diagram/page-and-view-settings.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Page and View Settings -author: Svetlana Nikulina ---- -# Page and View Settings - -The **Diagram** tool divides the work area into pages. Use the commands on the **Properties > Diagram** tab to specify a page's size, orientation, and color. - -![Page and View Settings](../../images/diagram-page-settings.png) - -## Simple View -In simple view mode, the **Diagram** tool does not divide the work area into pages and a content occupies all the available work area. - -To switch to simple view mode, select the **Simple View** command on the **View** toolbar. - -![Simple View](../../images/diagram-simple-view.png) - -## Grid Settings - -Use the following commands on the **View** toolbar to control grid settings. - -- **Show Grid** - controls the grid visibility. -- **Snap to Grid** - specifies whether shapes and connectors are snapped to the grid. - -![Grid Settings](../../images/diagram-grid-settings.png) - -## Scroll a Page - -* Spin the mouse wheel to scroll a diagram page vertically. - -* Drag a side/bottom scroll bar to scroll a page vertically/horizontally. - -* Hold Space and drag a diagram page to pan it in any direction. - - ![Scroll a Page](../../images/diagram-scroll-page.gif) - -## Full Screen - -To switch to full screen mode, click the **Full Screen** command on the **View** toolbar or press F11 while the **Diagram** tool has focus. - -![Full Screen](../../images/diagram-full-screen.png) - -## Zoom a Page - -Use one of the following ways to zoom into or out of a diagram page: - -* Press and hold the Ctrl key and spin the mouse wheel. - -* Change the current zoom level in the **View** toolbar. diff --git a/interface-elements-for-web/articles/diagram/select-elements.md b/interface-elements-for-web/articles/diagram/select-elements.md deleted file mode 100644 index df7c6408ae..0000000000 --- a/interface-elements-for-web/articles/diagram/select-elements.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Select Elements -author: Svetlana Nikulina ---- -# Select Elements - -- Click a shape or connector to select it. - -- Click an element while holding down the Shift key to toggle the element's selected state. - -## Select Multiple Elements - -To select multiple elements do one of the following. - -- Click elements while holding down the Shift key. -- Drag a mouse over elements while holding down the left mouse button. Elements that are inside or cross the selection area, will be selected. - -![Selection](../../images/diagram-selection.png) - -## Select All - -Press Ctrl+A to select all elements in the document. \ No newline at end of file diff --git a/interface-elements-for-web/articles/diagram/work-with-chart-elements.md b/interface-elements-for-web/articles/diagram/work-with-chart-elements.md deleted file mode 100644 index cea6c2386b..0000000000 --- a/interface-elements-for-web/articles/diagram/work-with-chart-elements.md +++ /dev/null @@ -1,132 +0,0 @@ ---- -title: Work with Chart Elements -author: Svetlana Nikulina ---- -# Work with Chart Elements - -## Move an Element - -You can use the mouse or keyboard commands to move an element or a group of [selected elements](select-elements.md). - -- **Mouse**: drag and drop an element. -- **Keyboard**: select an element and press arrow keys to move the element. - -Press and hold Shift to move the element horizontally or vertically. - -![Mobile Element](../../images/diagram-move-element-shift.gif) - -If the [Snap to Grid](page-and-view-settings.md#grid-settings) option is enabled, an element is moved snapping to the grid. Press and hold Ctrl to move the element smoothly. - -![Mobile Element](../../images/diagram-move-element.gif) - -You can combine the Ctrl and Shift buttons. - -## Resize a Shape - -1. [Select a shape](select-elements.md) to display resizing squares along the selection. - -1. Drag a square to resize the shape. - -Press and hold Shift to maintain the shape's width-to-height ratio. - -If the [Snap to Grid](page-and-view-settings.md#grid-settings) option is enabled, a shape is resized snapping to the grid. Press and hold Ctrl to resize the element smoothly. - -![Resize a Shape](../../images/diagram-resize-shape.gif) - -You can combine the Ctrl and Shift buttons. - -## Transform a Shape - -Certain shapes display a transformation handle when selected. Use this handle to transform the shape. - - -![Resize a Shape](../../images/diagram-transform-shape.gif) - -## Edit an Element's Text - -1. Double click an element to start text editing. - -1. Edit the text. Press Enter to start a new line. - -1. Press Ctrl+Enter or click outside the element to finish editing. - -A connector can have several texts. A text box appears at the double-clicked position. After editing, you can use the mouse to move the text along the connector. - -![Edit Text](../../images/diagram-edit-text.gif) - -## Clone an Element - -Press Alt and drag an element to clone it. - -![Clone a Shape](../../images/diagram-clone-element.gif) - -You can combine the Alt, Ctrl, and Shift buttons. - -## Link a Connector to a Shape - -1. Hover the mouse pointer over a shape to display its connection points. - - -1. Drag a point to create a connector. - -1. Release a connector at one of the following positions: - -- at another shape's connection point to connect these points. In this case, the connector remains linked to the specified points if a shape is moved. - - -![Link to Point](../../images/diagram-link-to-point.gif) - -- at another shape to connect shapes without specifying particular points. In this case, the connector links to the nearest points if a shape is moved. - -![Link to Shape](../../images/diagram-link-to-shape.gif) - -Drag a shape close to a connector's end to link the shape to the connector. - -![Link a Shape to Connector](../../images/diagram-link-shape-to-connector.gif) - - -## Create a Shape via the Context Toolbox - -The **Context Toolbox** appears when you drag a connector from a shape and drop it without connecting it to another shape. - -Select a shape to insert it at the end of the connector. - - -![Context Toolbox](../../images/diagram-context-toolbox.gif) - -The **Context Toolbox** allows you to create a shape inside a container. - -1. Drag a connector from a shape while pressing Ctrl and release the connector inside a container. -2. Select the shape you want to add. The shape is placed in the container's nested shape collection. - - -![Context Toolbox](../../images/diagram-context-toolbox-with-container.gif) - -## Modify a Connector - -The **Diagram** tool can draw orthogonal and straight connectors. - -![Line Type](../../images/diagram-connector-line-type.png) - -Specify a connector's line type in the **Style** tab on the **Properties** toolbar. - - -![Line Type](../../images/diagram-properties-line-type.png) - -### Orthogonal Connectors - -You can move a connector's line segments. - -1. Select a connector to display its key points. -2. Drag a point to move a line segment. - -### Straight Connectors - -You can add line segments to connectors. - -1. Select a connector to display its key points. -2. Drag a middle point to add a line segment. - -To remove a key point, move it between neighboring points. - -![Connectors](../../images/diagram-modify-connector.gif) diff --git a/interface-elements-for-web/articles/docking-panel.md b/interface-elements-for-web/articles/docking-panel.md deleted file mode 100644 index 719f2204f0..0000000000 --- a/interface-elements-for-web/articles/docking-panel.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Docking Panel -author: Alexey Kazakov -legacyId: 11388 ---- -# Docking Panel -The panel can be docked to the dock zone or can be floated. To switch panel state to docked or back to float mode, double-click the panel's header. - -![ASPxDockingPanel_float](../images/img16535.png) - -To change the dock panel position, capture it's header, drag it and drop to the required place. - -![ASPxDockingPanel_drag_n_drop](../images/img16533.png) - -To close the dock panel, click the **Close** button. - -![ASPxDockingPanel_close_button](../images/img16534.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors.md b/interface-elements-for-web/articles/editors.md deleted file mode 100644 index 09c4d80839..0000000000 --- a/interface-elements-for-web/articles/editors.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Editors -author: Anna Kondratova -legacyId: 5511 ---- -# Editors -This section describes the capabilities provided by the editor controls: - -![Web_Editors](../images/img9149.png) -* [Work with Dropdown Editors](editors/work-with-dropdown-editors.md) -* [Editing Values, Selecting Text and Using the Clipboard](editors/editing-values-selecting-text-and-using-the-clipboard.md) -* [Editor Context Menu](editors/editor-context-menu.md) -* [Masked Input](editors/masked-input.md) -* [Calendar](editors/calendar.md) -* [Captcha](editors/captcha.md) -* [Color Edit](editors/color-edit.md) -* [Token Box](editors/token-box.md) -* [Track Bar](editors/track-bar.md) -* [Validation Summary](editors/validation-summary.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/calendar.md b/interface-elements-for-web/articles/editors/calendar.md deleted file mode 100644 index 55a50b19f9..0000000000 --- a/interface-elements-for-web/articles/editors/calendar.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Calendar -author: Svetlana Nikulina -legacyId: 16834 ---- -# Calendar -The **Calendar** is used to [select dates](calendar/date-selection.md), and allows you to navigate through months and years. - -![EUD_Calendar](../../images/img22702.png) - -The header buttons in the Calendar allow you to navigate through months and years. Click the header text (i.e., the current month and year) to display the [Fast Navigation Window](calendar/fast-navigation-window.md). - -## Keyboard Support -| Key Combination | Action (when no date is selected) | Action (when a date is selected) | -|---|---|---| -| LEFT ARROW | Selects the current day | Moves selection to the previous day | -| RIGHT ARROW | Selects the current day | Moves selection to the next day | -| UP ARROW | Selects the current day | Moves selection one week back | -| DOWN ARROW | Selects the current day | Moves selection one week forward | -| PAGE UP | Selects the current day | Moves selection one month back | -| PAGE DOWN | Selects the current day | Moves selection one month forward | -| END | Selects the last day of the current month | Moves selection to the last day of the month | -| HOME | Selects the first day of the current month | Moves selection to the first day of the month | -| ENTER | Applies changes | Applies changes | -| ESC | Cancels changes and closes the calendar | Cancels changes and closes the calendar | - -This section consists of the following topics. -* [Fast Navigation Window](calendar/fast-navigation-window.md) -* [Date Selection](calendar/date-selection.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/calendar/date-selection.md b/interface-elements-for-web/articles/editors/calendar/date-selection.md deleted file mode 100644 index 3d032ba490..0000000000 --- a/interface-elements-for-web/articles/editors/calendar/date-selection.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Date Selection -author: Svetlana Nikulina -legacyId: 16842 ---- -# Date Selection -Click a date to select it in the calendar. Click **Today** to select today's date. To clear the selection, click **Clear**. - -![EUD_CalendarSel](../../../images/img22703.png) - -## Multiple Date Selection -If multiple date selection is allowed by the application vendor, you can select dates in the following ways. -* Focus a date while holding the CTRL key to select or deselect the date without changing the other selection(s). -* Move focus using either the ARROW keys or the mouse while holding down the SHIFT key. -* Press and hold the left mouse button while moving it. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/calendar/fast-navigation-window.md b/interface-elements-for-web/articles/editors/calendar/fast-navigation-window.md deleted file mode 100644 index 0b903355ad..0000000000 --- a/interface-elements-for-web/articles/editors/calendar/fast-navigation-window.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Fast Navigation Window -author: Svetlana Nikulina -legacyId: 16841 ---- -# Fast Navigation Window -The **Fast Navigation** window allows you to easily select a month and year to be displayed in the calendar. To display the Fast Navigation window, click the calendar header text. To hide the window, click **OK** or **Cancel**, click outside the window, or press the ESC key. - -![EUD_Calendar_FastNav](../../../images/img22701.png) - -## Keyboard Support -| Key Combination | Action | -|---|---| -| LEFT ARROW | Moves the selected year one year back | -| RIGHT ARROW | Moves the selected year one year forward | -| UP ARROW | Moves the selected year five years back | -| DOWN ARROW | Moves the selected year five years forward | -| SHIFT+LEFT ARROW | Moves the selected month one month back | -| SHIFT+RIGHT ARROW | Moves the selected month one month forward | -| SHIFT+UP ARROW | Moves the selected month four months back | -| SHIFT+DOWN ARROW | Moves the selected month four months forward | -| PAGE UP | Moves the selected year ten years back | -| PAGE DOWN | Moves the selected year ten years forward | -| ENTER | Applies changes | -| ESC | Cancels changes and closes the Fast Navigation window | \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/captcha.md b/interface-elements-for-web/articles/editors/captcha.md deleted file mode 100644 index b4c89ad2b8..0000000000 --- a/interface-elements-for-web/articles/editors/captcha.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Captcha -author: Svetlana Nikulina -legacyId: 9351 ---- -# Captcha -The Captcha is used to distinguish human input from machine input. - -Enter the code displayed within the challenge image into the text box. - -If a code seems unreadable, click the refresh button to refresh the code . - -![ASPxCaptcha-VisualElements-Main](../../images/img11614.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/color-edit.md b/interface-elements-for-web/articles/editors/color-edit.md deleted file mode 100644 index 7c18ece4f9..0000000000 --- a/interface-elements-for-web/articles/editors/color-edit.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Color Edit -author: Svetlana Nikulina -legacyId: 16835 ---- -# Color Edit -The Color Edit is used to specify a color. The editor displays the current color and its hexadecimal value. - -![ColorEdit_Input](../../images/img22731.png) - -Click the drop-down button to display the drop-down color palette. - -![ColorEdit_Palette](../../images/img22715.png) - -## Specifying a color in the Color Edit -Using the Color Edit, you can specify a color in the following ways. - -**Using the color palette** - -To select a color, click it in the drop-down color palette. - -**Using the text edit** - -You can specify the color by typing it directly in the editor's text box. Note that in this case you can specify custom colors that are not displayed in the drop-down palette. You can specify a color in the following color formats. - -| Format | Examples | Image | Description | -|---|---|---|---| -| HTML color name | RED, aquamarine, DarkViolet | ![ColorEdit_Format1](../../images/img22721.png) | Standard HTML color names. | -| Longhand hexadecimal notation | #00FFFF, 2fa135, #abcdef | ![ColorEdit_Format2](../../images/img22722.png) | #RRGGBB, where RR is red, GG is green, and BB is blue. These hexadecimal integers specify the components of the color. All values must be between 0 and FF. The hash (#) sign can be skipped. | -| Shorthand hexadecimal notation | #0FF, 21f, #afa | ![ColorEdit_Format3](../../images/img22723.png) | #RGB, where R is red, G is green, and B is blue. These hexadecimal integers specify the components of the color. All values must be between 0 and F. The hash (#) sign can be skipped. | -| RGB format | rgb(143,26,225), RGB(255,255,0), rgb(0,0,0) | ![ColorEdit_Format4](../../images/img22724.png) | RGB(red, green, blue). Each parameter (red, green, and blue) defines the intensity of the color and must be an integer between 0 and 255. | - -> [!NOTE] -> If you specify the wrong value, the editor returns the last correct value. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/color-edit/custom-color-picker.md b/interface-elements-for-web/articles/editors/color-edit/custom-color-picker.md deleted file mode 100644 index b46d4701e5..0000000000 --- a/interface-elements-for-web/articles/editors/color-edit/custom-color-picker.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Custom Color Picker -author: Svetlana Nikulina -legacyId: 16844 ---- -# Custom Color Picker -The Custom Color Picker allows you to select a custom color using a graphical interface. - -![ColorEdit_CustomButton](../../../images/img22732.png) - -To display the color picker, click **Custom Color...**. - -![ColorEdit_Picker](../../../images/img22733.png) - -In the invoked drop-down window, select a color and click **OK**. The color will be added to the custom color palette, which is displayed under the **Custom Color...** button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/date-edit.md b/interface-elements-for-web/articles/editors/date-edit.md deleted file mode 100644 index f8cef3c687..0000000000 --- a/interface-elements-for-web/articles/editors/date-edit.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Date Edit -author: Svetlana Nikulina -legacyId: 17902 ---- -# Date Edit -The Date Edit is used to specify a date and time. - -![EUD_DateEdit1](../../images/img25480.png) - -Click the drop-down button to display a drop-down window containing a [calendar](calendar.md) and time section. - -![EUD_DateEdit2](../../images/img25481.png) - -## Specifying a date in the Date Edit -To specify a date in the Date Edit, do one of the following. -* Click a date in the drop-down [calendar](calendar.md). -* Type a date directly in the editor's text box. - -## Date Range Picker -A date range picker is used to specify a date range. The picker is implemented by two Date Edits. - -![ASPxDateEdit_Range](../../images/img24179.png) - -To specify a date range, do the following. -* Select a start range date in ”Start Date”. -* Select an end range date in ”End Date”. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md b/interface-elements-for-web/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md deleted file mode 100644 index 1a54b86450..0000000000 --- a/interface-elements-for-web/articles/editors/editing-values-selecting-text-and-using-the-clipboard.md +++ /dev/null @@ -1,79 +0,0 @@ ---- -title: Editing Values, Selecting Text and Using the Clipboard -author: Svetlana Nikulina -legacyId: 5455 ---- -# Editing Values, Selecting Text and Using the Clipboard -## Select and Deselect Editor's Contents -To select all the text within an editor, invoke the control's [Editor Context Menu](editor-context-menu.md) and choose **Select All**. To select a part of the editor's content, click on the position where the selection should start, drag the pointer to the end position, and then release the mouse button. - -Additionally, the following keyboard shortcuts allow you to manage selections. - -| Shortcut | Description | -|---|---| -| CTRL+A | Select all the text within an editor. | -| SHIFT+ARROW | Extends or shrinks the selection by one character. | -| CTRL+SHIFT+ARROW | Extends or shrinks the selection by one word. | - -## Clipboard Operations -Clipboard operations are represented by copying, cutting and pasting operations. - -To copy selected text into the clipboard, do the following. -* Press CTRL+C or CTRL+INSERT. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Copy**. - -To paste text from the clipboard, do the following. -* Press CTRL+V or SHIFT+INSERT. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Paste**. - -To cut text from an editor into the clipboard, do the following. -* Press CTRL+X or SHIFT+DELETE. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Cut**. - -## Delete Selected Text -To delete the selected text within an editor, do one of the following: -* Press DELETE or BACKSPACE. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Delete**. -* Click the clear button, which is displayed when an editor is focused and is not empty. - - ![Editor_ClearButton](../../images/img25455.png) - -## Undo and Redo -To undo the last text editing operation, do one of the following: -* Press CTRL+Z. -* Open the [Editor Context Menu](editor-context-menu.md) and select **Undo**. - -To redo a canceled operation, press CTRL+Y. - -## Change Date Values within a Edit Box -To change the date value within the edit box, click the required part of the date value (month, day, year, etc.) and press the **Increment** or **Decrement** button. Alternatively, you can use the Up and Down Arrows. - -![Editors-time editing](../../images/img11028.png) - -## Change Date Values within a Calendar -* Click a date to set a new edit value. - - ![ASPxEditors-EditValue-Day](../../images/img9013.png) -* To change the year value use the ![ASPxEditors-EditValue-PrevYearButton](../../images/img9018.png) and ![ASPxEditors-EditValue-NextYearButton](../../images/img9020.png) calendar buttons. Also, you can click the current date within the control header and specify the year within the opened fast navigation panel. - - ![ASPxEditors-EditValue-Year](../../images/img9015.png) -* To change the month value, use the ![ASPxEditors-EditValue-PrevMonthButton](../../images/img9019.png) and ![ASPxEditors-EditValue-NextMonthButton](../../images/img9021.png) calendar buttons. Also, you can click the current date within the control header and specify the month within the opened fast navigation panel. - - ![ASPxEditors-EditValue-Month](../../images/img9014.png) - -The arrow keys can also be used for navigating within the calendar. - -## Change Numeric Values -![ASPxEditors-EditValue-SpinEditor](../../images/img9016.png) - -To increment a value, press the UP ARROW or increment button. To decrement the value, press the DOWN ARROW or decrement button. Or, use the mouse wheel. - -## Change Values of Editors That Display Items in the Dropdown -![ASPxEditors-EditValue-DropdownEditors](../../images/img9017.png) - -To select the previous or the next value, press the UP or DOWN ARROW. Or, use the mouse wheel. - -## Items Selection in Check Box List -![ASPxCheckBoxList_check_items](../../images/img16511.png) - -To select required items in the check box list, just click the items or the respective check boxes. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/editor-context-menu.md b/interface-elements-for-web/articles/editors/editor-context-menu.md deleted file mode 100644 index 3f7864fa55..0000000000 --- a/interface-elements-for-web/articles/editors/editor-context-menu.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Editor Context Menu -author: Anna Kondratova -legacyId: 5574 ---- -# Editor Context Menu -Text editors support a context menu. To open the menu, right-click an editor. - -![ASPxEditors-ContextMenu](../../images/img9148.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/image-uploading.md b/interface-elements-for-web/articles/editors/image-uploading.md deleted file mode 100644 index 6f8b6a1634..0000000000 --- a/interface-elements-for-web/articles/editors/image-uploading.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Image Uploading -author: Svetlana Nikulina -legacyId: 114195 ---- -# Image Uploading -Click the **Upload Image** button to invoke the **File Upload** dialog. In the dialog, select an image to be uploaded and click **Open**. - -![EUD_BinaryImage1](../../images/img118580.png) - -You can upload image by dropping it to the image area as well. - -![EUD_BinaryImage2](../../images/img118581.png) - -You can cancel file uploading process by clicking the **Cancel** button. - -![BinaryImage_Uploading](../../images/img118827.png) - -To change the current image, click the **Upload Image** button. To remove the image, click the **Clear** button. - -![EUD_BinaryImage3](../../images/img118582.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/masked-input.md b/interface-elements-for-web/articles/editors/masked-input.md deleted file mode 100644 index efd201e226..0000000000 --- a/interface-elements-for-web/articles/editors/masked-input.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Masked Input -author: Anna Kondratova -legacyId: 5817 ---- -# Masked Input -Masked input functionality is available for the text and date editors. It allows end users to enter the string in the specified format. For instance, a text editor shall accept date/time values in the 24-hour format only, or only numeric values, or a phone number that only allows an end-user to enter digits into automatically constructed placeholders. - -![ASPxEditors-MaskedInput](../../images/img9400.png) - -> [!NOTE] -> The keyboard and mouse wheel can be used to incrementally modify portions of the edit value. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/token-box.md b/interface-elements-for-web/articles/editors/token-box.md deleted file mode 100644 index 8daaa68518..0000000000 --- a/interface-elements-for-web/articles/editors/token-box.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Token Box -author: Svetlana Nikulina -legacyId: 16840 ---- -# Token Box -The Token Box allows you to select values using a predefined value list. - -![Token](../../images/img22734.png) - -## How to Add a Token -You can add a token in the following ways. -* Type the token name in the Token Box. To end a token input, type a comma (,) or semicolon (;) character, press the ENTER key, or click an area outside of the Token Box. -* Select a token from the predefined token list in the drop-down window. Start typing a token name to filter the list of values according the typed text. You can navigate through values using the UP ARROW and DOWN ARROW keys, or by using the mouse scroll wheel. To select a token press the ENTER key or click the desired value. - -Note that tokens must be unique, so you cannot add the same tokens twice. - -## How to Remove a Token -To remove a token, click the **Remove** button. - -![Token_RemoveButton](../../images/img22735.png) - -You can remove the last token by pressing the BACKSPACE key when the Token Box is focused. The last token will be displayed as the selected text, and you can remove it by pressing the DELETE key. - -![Token_Remove](../../images/img22736.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/track-bar.md b/interface-elements-for-web/articles/editors/track-bar.md deleted file mode 100644 index 4b2753e170..0000000000 --- a/interface-elements-for-web/articles/editors/track-bar.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Track Bar -author: Alexey Kazakov -legacyId: 11375 ---- -# Track Bar -You can select a value within the Track Bar by positioning the drag handle within a range of values limited by a developer. The drag handle position can be changed in the following manner: -* **By clicking on the track or scale** - - You can click the track or scale in the desired place in order to change the track bar value. - - [See animation](track-bar/track-and-scale-clicks.md). -* **By clicking on decrement and increment buttons** - - You can click increment and decrement buttons in order to change the drag handle position. - - [See animation](track-bar/change-buttons-clicks.md) -* **Via the mouse wheel** - - If a track bar is in focus, you can scroll the mouse wheel in order to change a drag handle position. -* **By dragging the handles** - - You can drag the handle and drop it at the required position. - - [See animation](track-bar/drag-handle-drag-n-drop.md). -* **By pressing arrow keys** - - If the track bar is in a horizontal orientation mode, end-users can use left/right arrows to change the track bar value, if in a vertical orientation mode - up/down arrows. - - | Horizontal Mode | Vertical Mode | - |---|---| - | ![ASPxTrackBar_horizontal.png](../../images/img16496.png) | ![ASPxTrackBar_vertical.png](../../images/img16497.png) | -* **Bar Highlight moving** - - If the track bar is in a range selection mode, you can select a range of values instead of a single value. The track bar control provides you with the ability to move the selected range along the track by dragging the track highlighted part called bar highlight. - - [See animation](track-bar/dragging-bar-highlight.md). - -Note that the track bar control automatically marks the last clicked handle as focused and highlights it by default. You can change its position using arrow keys, increment/decrement buttons and the scroll wheel. Note that a click on the track or a scale changes the position of the nearest drag handle. \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/track-bar/change-buttons-clicks.md b/interface-elements-for-web/articles/editors/track-bar/change-buttons-clicks.md deleted file mode 100644 index 74b0b3991f..0000000000 --- a/interface-elements-for-web/articles/editors/track-bar/change-buttons-clicks.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Change Buttons Clicks -author: Alexey Kazakov -legacyId: 11391 ---- -# Change Buttons Clicks -The following image demonstrates how you can change track bar values by clicking the change buttons. - -![ASPxTrackBar_Change_Buttons_Clicks](../../../images/img16531.gif) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/track-bar/drag-handle-drag-n-drop.md b/interface-elements-for-web/articles/editors/track-bar/drag-handle-drag-n-drop.md deleted file mode 100644 index a69fa67e63..0000000000 --- a/interface-elements-for-web/articles/editors/track-bar/drag-handle-drag-n-drop.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Drag Handle Drag-n-Drop -author: Alexey Kazakov -legacyId: 11393 ---- -# Drag Handle Drag-n-Drop -The following image demonstrates how you can change track bar values by dragging the handle and dropping it on the required position. - -![ASPxTrackBar_Drag-n-drop_drag_handle](../../../images/img16528.gif) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/track-bar/dragging-bar-highlight.md b/interface-elements-for-web/articles/editors/track-bar/dragging-bar-highlight.md deleted file mode 100644 index ff1c9b825f..0000000000 --- a/interface-elements-for-web/articles/editors/track-bar/dragging-bar-highlight.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Dragging Bar Highlight -author: Alexey Kazakov -legacyId: 11392 ---- -# Dragging Bar Highlight -The following image demonstrates how you can move a selected range (bar highlight). - -![ASPxTrackBar_Dragging_Bar_Highlight](../../../images/img16530.gif) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/track-bar/track-and-scale-clicks.md b/interface-elements-for-web/articles/editors/track-bar/track-and-scale-clicks.md deleted file mode 100644 index f9d3c9434a..0000000000 --- a/interface-elements-for-web/articles/editors/track-bar/track-and-scale-clicks.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Track and Scale Clicks -author: Alexey Kazakov -legacyId: 11390 ---- -# Track and Scale Clicks -The following image demonstrates how you can change track bar values by clicking on the track or a scale. - -![ASPxTrackBar_Track_and_Scale_Clicks](../../../images/img16529.gif) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/validation-summary.md b/interface-elements-for-web/articles/editors/validation-summary.md deleted file mode 100644 index b39ffbf452..0000000000 --- a/interface-elements-for-web/articles/editors/validation-summary.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Validation Summary -author: Svetlana Nikulina -legacyId: 9369 ---- -# Validation Summary -Editors validate input values. If a value doesn't pass validation, the explanatory notes are displayed in red. If allowed by the application vendor, the notes can serve as links. Clicking a link in this case, moves focus to the corresponding invalid editor. - -![Editors_ValidationSummary](../../images/img13316.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/editors/work-with-dropdown-editors.md b/interface-elements-for-web/articles/editors/work-with-dropdown-editors.md deleted file mode 100644 index f7e4d06ba6..0000000000 --- a/interface-elements-for-web/articles/editors/work-with-dropdown-editors.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Work with Dropdown Editors -author: Anna Kondratova -legacyId: 5529 ---- -# Work with Dropdown Editors -## Open Editor's Dropdown -* Focus the editor and press ALT+DOWN ARROW or ALT+UP ARROW . -* Click the editor's dropdown button. - - ![DropDownEditors](../../images/img9087.png) - -## Close Editor's Dropdown -For all editors providing a dropdown, you can close the dropdown by pressing ALT+DOWN ARROW, ALT+UP ARROW or ESC. - -Dropdowns displaying lists of items can be closed by clicking on an item with a mouse, or by selecting an item with a keyboard and pressing ENTER. - -## Filter Editor's Dropdown Content -To filter data within a dropdown, type the filter condition within an editor. Note that the filter is used after the minimum number of characters has been typed within an editor. - -![ASpxComboBox_Filtering](../../images/img13314.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager.md b/interface-elements-for-web/articles/file-manager.md deleted file mode 100644 index ce2747018e..0000000000 --- a/interface-elements-for-web/articles/file-manager.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: File Manager -author: Svetlana Nikulina -legacyId: 9361 ---- -# File Manager -This section describes the File Manager's features. - -![ASPxFileManager_UD](../images/img13302.png) - -* [File and Folder Editing](file-manager/file-and-folder-editing.md) -* [Filtering Files](file-manager/filtering-files.md) -* [Multiple File Selection](file-manager/multiple-file-selection.md) -* [Uploading Files](file-manager/uploading-files.md) -* [Downloading Files](file-manager/downloading-files.md) -* [Details View](file-manager/details-view.md) -* [Access Control](file-manager/access-control.md) -* [Adaptive Layout](file-manager/adaptive-layout.md) diff --git a/interface-elements-for-web/articles/file-manager/access-control.md b/interface-elements-for-web/articles/file-manager/access-control.md deleted file mode 100644 index ff7f693951..0000000000 --- a/interface-elements-for-web/articles/file-manager/access-control.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Access Control -author: Svetlana Nikulina -legacyId: 16819 ---- -# Access Control -If a folder is displayed with a lock, it means that all file/folder modifications and file uploads to this folder are prohibited. - -![EUD_FileManager_access](../../images/img22650.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager/adaptive-layout.md b/interface-elements-for-web/articles/file-manager/adaptive-layout.md deleted file mode 100644 index 45fb0b7dab..0000000000 --- a/interface-elements-for-web/articles/file-manager/adaptive-layout.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Adaptive Layout -author: Anna Kondratova ---- -# Adaptive Layout - -The file manager's elements are automatically rearranged when the browser window is resized. - -## Folder Container - -Click the hamburger button to expand/collapse the folder container in the toolbar's left side. - -![Adaptivity_FolderContainer](../../images/fm-folder-container.png) - -## Toolbar - -The file manager automatically resizes or hides the toolbar items in the popup menu hidden under the ellipsis button. Click the ellipsis button to show the hidden items. - -![Adaptivity_Toolbar](../../images/fm-folder-ellipsis.png) - -## File Container - -The file container grid automatically hides columns one by one when the browser window is resized. - -![Adaptivity_Toolbar](../../images/fm-view-column.png) diff --git a/interface-elements-for-web/articles/file-manager/details-view.md b/interface-elements-for-web/articles/file-manager/details-view.md deleted file mode 100644 index 123be7689a..0000000000 --- a/interface-elements-for-web/articles/file-manager/details-view.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Details View -author: Svetlana Nikulina -legacyId: 16821 ---- -# Details View -The file manager allows you to perform the following actions in the details view. -* Resize a column -* Drag-and-drop a column -* Sort files by column values -* Filter files - -![EUD_FileManager_DetailsView](../../images/img22651.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager/downloading-files.md b/interface-elements-for-web/articles/file-manager/downloading-files.md deleted file mode 100644 index e7dd9f1157..0000000000 --- a/interface-elements-for-web/articles/file-manager/downloading-files.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Downloading Files -author: Alexey Kazakov -legacyId: 11345 ---- -# Downloading Files -To download files from the file manager, do the following. -* Select the files you wish to download. - - ![ASPxFileManager-download1.png](../../images/img16440.png) -* Click the **Download Button**. - - ![ASPxFileManager-download2.png](../../images/img16442.png) -* Click **Save** in the dialog invoked by your browser. - - ![ASPxFileManager-download3.png](../../images/img16443.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager/file-and-folder-editing.md b/interface-elements-for-web/articles/file-manager/file-and-folder-editing.md deleted file mode 100644 index 7b54ce48e0..0000000000 --- a/interface-elements-for-web/articles/file-manager/file-and-folder-editing.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: File and Folder Editing -author: Svetlana Nikulina -legacyId: 9362 ---- -# File and Folder Editing -## Create a Folder -To create a new folder: -* Select the folder in which you wish to create a child folder. -* Click the **Create** button (![ASPxFileManager_CreateButton](../../images/img13304.png)) or press F7. -* Type the new folder name. - - ![ASPxFileManager_CreateFolder](../../images/img13307.png) - -## Rename Files and Folders -To rename a file or folder: -* Select the file/folder you wish to rename. -* Click the **Rename** button (![ASPxFileManager_RenameButton](../../images/img13305.png)) or press F2. -* Type the new folder name. - -## Move Files and Folders -To move a file or folder: -* Select the file/folder you wish to move. -* Click the **Move** button (![ASPxFileManager_MoveButton](../../images/img13306.png)) or press F6. -* Select the folder in which you wish to move the file/folder and click **OK**. - - ![ASPxFileManager_MoveDialog](../../images/img13308.png) - -## Copy Files and Folders -To copy a file or folder: -* Select the file/folder you wish to copy. -* Click the **Copy** button (![ASPxFileManager_CopyButton](../../images/img22618.png)). -* Choose the folder to which you wish to copy the file/folder and click **OK**. - - ![ASPxFileManager_MoveDialog](../../images/img13308.png) - -## Delete Files and Folders -To delete a file or folder: -* Select the file/folder you wish to delete. -* Click the **Delete** button (![ASPxFileManager_DeleteButton](../../images/img13309.png)) or press the DELETE key. \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager/filtering-files.md b/interface-elements-for-web/articles/file-manager/filtering-files.md deleted file mode 100644 index 6bc4ba8ffd..0000000000 --- a/interface-elements-for-web/articles/file-manager/filtering-files.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Filtering Files -author: Anna Kondratova ---- -# Filtering Files -You can filter file manager items within the current folder and subfolders. -* Type text in the filter box to filter files or change the filter conditions. -* Clear the text from the filter box to remove a filter. - -![ASPxFileManager - Highlight](../../images/img12552.png) diff --git a/interface-elements-for-web/articles/file-manager/multiple-file-selection.md b/interface-elements-for-web/articles/file-manager/multiple-file-selection.md deleted file mode 100644 index ce862933e4..0000000000 --- a/interface-elements-for-web/articles/file-manager/multiple-file-selection.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Multiple File Selection -author: Svetlana Nikulina -legacyId: 16820 ---- -# Multiple File Selection -The file manager allows you to choose multiple files and perform actions on them simultaneously. - -![EUD_FileManager_multiselect](../../images/img22649.png) - -You can select multiple files by doing one of the following. -* Use the arrow keys to move focus and the SPACE key to mark a focused file as either selected or unselected. -* Focus a file while holding the CTRL key to select or deselect a file without changing the other selection. -* Use the arrow keys or the mouse while holding down the SHIFT key to move focus. -* Click a file's check box to select or deselect a file without changing the other selection. \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-manager/uploading-files.md b/interface-elements-for-web/articles/file-manager/uploading-files.md deleted file mode 100644 index 08b54a9738..0000000000 --- a/interface-elements-for-web/articles/file-manager/uploading-files.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Uploading Files -author: Svetlana Nikulina -legacyId: 9364 ---- -# Uploading Files -To upload files by a file manager do the following. -* Click **Browse**. - - ![ASPxFileManager_UploadPanel](../../images/img13310.png) -* Select a file you want to upload. Its name is shown in an editor. - - ![ASPxFileManager_UploadPanel3](../../images/img13312.png) -* Select a folder into which you want to upload the file. - - ![ASPxFileManager_UploadPanel4](../../images/img13313.png) -* Click **Upload**. - - ![ASPxFileManager_UploadPanel2](../../images/img13311.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-upload-control.md b/interface-elements-for-web/articles/file-upload-control.md deleted file mode 100644 index 10d4587bda..0000000000 --- a/interface-elements-for-web/articles/file-upload-control.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: File Upload Control -author: Anna Kondratova -legacyId: 4402 ---- -# File Upload -This section describes the capabilities provided by the File Upload element. - -![ASPxUploadControl-Overview](../images/img7475.png) -* [Uploading a Single File](file-upload-control/uploading-a-single-file.md) -* [Uploading Multiple Files](file-upload-control/uploading-multiple-files.md) -* [Canceling File Uploading](file-upload-control/canceling-file-uploading.md) -* [Multi-File Selection ](file-upload-control/multi-file-selection.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-upload-control/canceling-file-uploading.md b/interface-elements-for-web/articles/file-upload-control/canceling-file-uploading.md deleted file mode 100644 index 3b924ac877..0000000000 --- a/interface-elements-for-web/articles/file-upload-control/canceling-file-uploading.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Canceling File Uploading -author: Anna Kondratova -legacyId: 5831 ---- -# Canceling File Uploading -File uploading can be cancelled by using the specific **Cancel** button. - -![ASPxUploadControl-ProgressPanel](../../images/img9405.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-upload-control/multi-file-selection.md b/interface-elements-for-web/articles/file-upload-control/multi-file-selection.md deleted file mode 100644 index 609f805448..0000000000 --- a/interface-elements-for-web/articles/file-upload-control/multi-file-selection.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Multi-File Selection -author: Svetlana Nikulina -legacyId: 11353 ---- -# Multi-File Selection -You can upload several files at once if multiple file selection is allowed by the application vendor. - -Click **Browse** to invoke the file chooser. - -![ASPxUploadControl_multi-select_browse.png](../../images/img16475.png) - -You can select multiple files by doing one of the following. -* Click a file while holding the CTRL key. This toggles a file's selected state without affecting other files. - - ![ASPxUploadControl_multi-select_ctrl.png](../../images/img16476.png) -* To select all files between the clicked file and the previously focused file, click a file while holding the SHIFT key. In this case, the previous selection is cleared. - - ![ASPxUploadControl_multi-select_shift.png](../../images/img16477.png) -* To select a consecutive group of files without using the keyboard, drag the mouse pointer around the outside of all the files you want to include to create a selection. - - ![ASPxUploadControl_multi-select_drag.png](../../images/img16478.png) - -After required files are selected, click **Open** to add them to file upload list. \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-upload-control/uploading-a-single-file.md b/interface-elements-for-web/articles/file-upload-control/uploading-a-single-file.md deleted file mode 100644 index 0fbc82413c..0000000000 --- a/interface-elements-for-web/articles/file-upload-control/uploading-a-single-file.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Uploading a Single File -author: Anna Kondratova -legacyId: 4591 ---- -# Uploading a Single File -To select a file, click **Browse** or the input area, and select a file within the invoked **Choose File** dialog. - -![ASPxUploadControl-Selecting](../../images/img9004.png) - -As a result, the selected file's name is placed into the edit box. Then, click **Upload** to upload the selected file to the server. - -![EUD_Upload](../../images/img22638.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/file-upload-control/uploading-multiple-files.md b/interface-elements-for-web/articles/file-upload-control/uploading-multiple-files.md deleted file mode 100644 index d14720ab3c..0000000000 --- a/interface-elements-for-web/articles/file-upload-control/uploading-multiple-files.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Uploading Multiple Files -author: Svetlana Nikulina -legacyId: 5451 ---- -# Uploading Multiple Files -To upload multiple files, do one of the following. -* Select a file for upload within a file input using the **Browse** button. - - ![ASPxUploadControl-MultiUpload](../../images/img9000.png) - - Use the **Add** button to add a file input to the File Upload. - - Use the **Remove** button to delete a file input from the File Upload. -* Click **Browse** and select [multiply files](multi-file-selection.md), or drag the required files to File Upload. - - ![EUD_FileUpload_DragAndDrop](../../images/img25560.png) - - The selected files will be displayed in a file list or within the file input tooltip. - - ![EUD_FileUpload_FileList](../../images/img25561.png)![EUD_FileUpload_NoFileList](../../images/img25562.png) - -Then, click **Upload** to upload the selected files to the server. \ No newline at end of file diff --git a/interface-elements-for-web/articles/filter-editor.md b/interface-elements-for-web/articles/filter-editor.md deleted file mode 100644 index dd3c175441..0000000000 --- a/interface-elements-for-web/articles/filter-editor.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Filter Editor -author: Svetlana Nikulina -legacyId: 5380 ---- -# Filter Editor -The Filter Editor is used to edit filter criteria. Use the **Add** ![ASPxFilterControl-AddConditionButton](../images/img8915.png) and **Remove** ![ASPxFilterControl-RemoveConditions](../images/img8916.png) buttons to create and customize filter criteria. - -![ASPxFilterControl](../images/img8917.png) - -Switch to the **Text** tab to edit filter criteria in text view. - -![FilterControl_TextTab](../images/img11359.png) - -The following sections describe how to add, change and delete filter conditions. -* [Create New Conditions in Filter Editor](filter-editor/create-new-conditions-in-filter-editor.md) -* [Change Conditions in Filter Editor](filter-editor/change-conditions-in-filter-editor.md) -* [Delete Conditions in Filter Editor](filter-editor/delete-conditions-in-filter-editor.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/filter-editor/change-conditions-in-filter-editor.md b/interface-elements-for-web/articles/filter-editor/change-conditions-in-filter-editor.md deleted file mode 100644 index 5da4f470e1..0000000000 --- a/interface-elements-for-web/articles/filter-editor/change-conditions-in-filter-editor.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Change Conditions -author: Svetlana Nikulina -legacyId: 5383 ---- -# Change Conditions -You can modify the manner that filter conditions change the columns in a filter. - -**Change a Column in a Filter Condition** - -To change a condition's column, invoke the column list by clicking the current column. Then, choose the required column from the list that will be invoked. - -![ASPxFilterControl-ChangeConditions-Columns](../../images/img8996.png) - -**Change an Operator in a Filter Condition** - -To change a condition's operator, invoke the operator list by clicking the condition's current operator. Then, choose the required operator from the list that will be invoked. - -![ASPxFilterControl-ChangeConditions-Operator](../../images/img8997.png) - -**Edit a Condition's Value** - -To edit a condition's value, click the operand value and type text. To discard changes to the value and close the active edit box, press ESC. - -![ASPxFilterControl-ChangeConditions-OperatorValue](../../images/img8998.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/filter-editor/create-new-conditions-in-filter-editor.md b/interface-elements-for-web/articles/filter-editor/create-new-conditions-in-filter-editor.md deleted file mode 100644 index cae83488d1..0000000000 --- a/interface-elements-for-web/articles/filter-editor/create-new-conditions-in-filter-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Create New Conditions -author: Svetlana Nikulina -legacyId: 5381 ---- -# Create New Conditions -To add a condition to a logical group, do one of the following: -* Click the **Add** ![FilterEditor_EU_AddButton](../../images/img7350.png) button for the group. -* Click the group's logical operator and select **Add Condition**. - -![ASPxFilterControl-AddConditionsbuttons](../../images/img8987.png) - -To add a group of conditions to another group, click the group's logical operator and select **Add Group**. - -![ASPxFilterControl-AddGroup](../../images/img8988.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/filter-editor/delete-conditions-in-filter-editor.md b/interface-elements-for-web/articles/filter-editor/delete-conditions-in-filter-editor.md deleted file mode 100644 index eb0d0d23d1..0000000000 --- a/interface-elements-for-web/articles/filter-editor/delete-conditions-in-filter-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Delete Conditions -author: Svetlana Nikulina -legacyId: 5382 ---- -# Delete Conditions -Click the **Remove** ![FilterEditor_EU_DeleteButton](../../images/img7351.png) button to delete a condition. - -![ASPxFilterControl-RemoveCondition](../../images/img8963.png) - -Click the logical operator and select **Remove** to delete a group. - -![ASPxFilterControl-DeleteConditions](../../images/img8989.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/gantt.md b/interface-elements-for-web/articles/gantt.md deleted file mode 100644 index e6482ca10f..0000000000 --- a/interface-elements-for-web/articles/gantt.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Gantt -author: Anna Kondratova ---- -# Gantt - -This section describes the Gantt control's capabilities. - -![](~/interface-elements-for-web/images/Gantt/overview.png) - -**Data Editing** - -* [Add, Edit and Delete Tasks](gantt/data-editing/manage-tasks.md) - -* [Add and Delete Dependencies](gantt/data-editing/manage-dependencies.md) - -* [Add, Edit and Delete Resources](gantt/data-editing/manage-resources.md) - -**UI Elements** - -- [Context Menu](gantt/context-menu.md) - -- [Toolbar](gantt/toolbar.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/gantt/context-menu.md b/interface-elements-for-web/articles/gantt/context-menu.md deleted file mode 100644 index 968c24784c..0000000000 --- a/interface-elements-for-web/articles/gantt/context-menu.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Context Menu ---- -# Context Menu - -Right-click a task or dependency to invoke the context menu. - -![Gantt - context menu](~/interface-elements-for-web/images/Gantt/context-menu.png) - -The context menu includes the following commands: - -| Command | Description | -|---|---| -| Add -> New Tasks | Adds a new task. | -| Add -> New Subtask | Adds a new subtask. | -| Task Details | Invokes a dialog window where a user can edit a task. | -| Delete Task | Deletes a task. | -| Delete Dependency | Deletes a dependency. | diff --git a/interface-elements-for-web/articles/gantt/data-editing/manage-dependencies.md b/interface-elements-for-web/articles/gantt/data-editing/manage-dependencies.md deleted file mode 100644 index 147a374293..0000000000 --- a/interface-elements-for-web/articles/gantt/data-editing/manage-dependencies.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Manage Dependencies -author: Anna Kondratova ---- -# Manage Dependencies - -## Add a Dependency - -A dependency type specifies which edges (right or left - for preceding and succeeding tasks) serve as the start and end points for the dependency. - -Hover the mouse pointer over the preceding task's edge (marked with a circle) and drag the connector to the edge of the next task. - -The following image demonstrates the "Finish-To-Start" dependency between tasks: - -![Add a Dependency](~/interface-elements-for-web/images/Gantt/add-dependency.png) - -## Delete a Dependency - -Right-click a dependency and select the "Delete Dependency" [context menu item](~/interface-elements-for-web/articles/gantt/context-menu.md). You can also select a connector and press **Delete** to delete the dependency between tasks. - -![Delete a Dependency](~/interface-elements-for-web/images/Gantt/delete-dependency.png) diff --git a/interface-elements-for-web/articles/gantt/data-editing/manage-resources.md b/interface-elements-for-web/articles/gantt/data-editing/manage-resources.md deleted file mode 100644 index 9beba28684..0000000000 --- a/interface-elements-for-web/articles/gantt/data-editing/manage-resources.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Manage Resources -author: Anna Kondratova ---- -# Manage Resources - -Double-click a task or use the [context menu](~/interface-elements-for-web/articles/gantt/context-menu.md) to open the 'Task Details' dialog to manage resources. - -## List of Available Resources - -Click the "Resource Manager" button to modify the list of available resources. - -![Resource Manager](~/interface-elements-for-web/images/Gantt/resource-manager.png) - -Type the name of a new resource and click **Add** to add it to the list. - -![Add a New Resource](~/interface-elements-for-web/images/Gantt/new-resource.png) - -Select a resource and click **Delete** to delete the resource from the list. - -![Delete a Resource](~/interface-elements-for-web/images/Gantt/delete-resource.png) - -## Link a Resource to a Task - -Click the "Resources" field to open the drop-down list with available resources. - -![Link a Resource to a Task](~/interface-elements-for-web/images/Gantt/resource-list.png) - -## Remove a Resource from a Task - -Click the cross icon (on the right side of the specified resource) to remove it from the task. - -![Remove a Resource from a Task](~/interface-elements-for-web/images/Gantt/remove-resource.png) diff --git a/interface-elements-for-web/articles/gantt/data-editing/manage-tasks.md b/interface-elements-for-web/articles/gantt/data-editing/manage-tasks.md deleted file mode 100644 index 5fd9b1d08f..0000000000 --- a/interface-elements-for-web/articles/gantt/data-editing/manage-tasks.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Manage Tasks -author: Anna Kondratova ---- -# Manage Tasks - -## Add a Task - -To create a task, right-click an existing task and select the "Add" [context menu item](~/interface-elements-for-web/articles/gantt/context-menu.md), or click the "Add Task" [toolbar item](~/interface-elements-for-web/articles/gantt/toolbar.md): - -- "New Task" - Adds a new task at the same level as the selected task. - - ![Add a New Task](~/interface-elements-for-web/images/Gantt/add-new-task.png) - -- "New Subtask" - Adds a child task to the selected task. - - ![Add a New Subtask](~/interface-elements-for-web/images/Gantt/add-new-subtask.png) - -## Edit a Task - -Use one of the following approaches to edit a task: - -* Double-click a task in the task list. - - ![Inline Task Editing](~/interface-elements-for-web/images/Gantt/inline-editing.png) - -* Right-click a task and select the "Task Details" context menu item (or double-click a task in the chart area). - - ![Task Details Context Menu](~/interface-elements-for-web/images/Gantt/popup-edit-form.png) - -* Hover the mouse pointer over the task you want to modify. - - ![Drag and Drop](~/interface-elements-for-web/images/Gantt/drag-and-drop.png) - - **Move** - Drag the task to change its start and end times. - - ![Move](~/interface-elements-for-web/images/Gantt/moving.png) - - **Resize** - Drag a resize handle (located at a task's edge) to change the task duration. - - ![Resize](~/interface-elements-for-web/images/Gantt/resizing.png) - - **Change progress** - Move the slider to change the task's progress. - - ![Change Progress](~/interface-elements-for-web/images/Gantt/change-progress.png) - -## Save Changes - -The Gantt saves changes after you edit a task in the task list, move a task, or drag its resize handle in the chart area. - -![Save Changes](~/interface-elements-for-web/images/Gantt/manage-tasks.gif) - -In the "Task Details" dialog, click OK to save changes. - -![Task Details - Save Changes](~/interface-elements-for-web/images/Gantt/dialog-ok.png) - -## Remove a Task - -To remove a task, right-click a task and select the 'Delete Task' [context menu](~/interface-elements-for-web/articles/gantt/context-menu.md) item or select a task and click the appropriate [toolbar](~/interface-elements-for-web/articles/gantt/toolbar.md) item. - -![Remove a Task](~/interface-elements-for-web/images/Gantt/delete-task.png) - -## Undo/Redo Changes - -Click "Undo" or "Redo" in the [toolbar](~/interface-elements-for-web/articles/gantt/toolbar.md)) (press **Ctrl+Z** or **Ctrl+Y**) to cancel or reverse changes. - -![Undo/Redo Changes](~/interface-elements-for-web/images/Gantt/undo-redo.gif) diff --git a/interface-elements-for-web/articles/gantt/export-to-pdf.md b/interface-elements-for-web/articles/gantt/export-to-pdf.md deleted file mode 100644 index 546820a2ba..0000000000 --- a/interface-elements-for-web/articles/gantt/export-to-pdf.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Export to PDF ---- -# Export to PDF - -Specify export settings in the "Export Settings" window: - -| Parameter | Description | -|---|---| -| Document Format | Specifies the format of the exported document's pages. | -| Landscape Orientation | Specifies the exported document's orientation. | -| Export Mode | Specifies parts of the component to export:
  • All - Exports the entire component.
  • Chart - Exports the component's chart area.
  • Tree List - Exports the component's table area.
| -| Date Range | Specifies the export range mode:
  • All - Exports all data.
  • Visible - Exports only visible data.
  • Custom - Exports data from the specified range.
| -| Start Task (Index) | Specifies a start task's index. | -| End Task (Index) | Specifies an end task's index. | -| Start Date | Specifies the start date of a time interval. | -| End Date | Specifies the end date of a time interval. | - -Click "Export" to export Gantt data as a **PDF** file. - -![Export to PDF](~/interface-elements-for-web/images/Gantt/export_to_pdf.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/gantt/toolbar.md b/interface-elements-for-web/articles/gantt/toolbar.md deleted file mode 100644 index 4793d3351b..0000000000 --- a/interface-elements-for-web/articles/gantt/toolbar.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Toolbar -author: Anna Kondratova ---- - -# Toolbar - -![Gantt - toolbar](~/interface-elements-for-web/images/Gantt/toolbar.png) - -The toolbar provides the following commands: - -| Command | Description | -|---|---| -| Undo | Reverses the last action. | -| Redo | Restores the previously undone action. | -| Add Task | Adds a task. | -| Delete Task | Deletes a task. | -| Collapse Tasks | Collapses all tasks. | -| Expand Tasks | Expands all tasks. | -| Zoom In | Zooms in the chart. | -| Zoom Out | Zooms out the chart. | -| Full Screen | Switches the Gantt to full screen mode. | -| Resource Manager | Invokes the **Resource Manager** dialog. | -| Task Details | Invokes the **Task Details** dialog. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/gantt/work-time-rules.md b/interface-elements-for-web/articles/gantt/work-time-rules.md deleted file mode 100644 index 4d5dbb2d0c..0000000000 --- a/interface-elements-for-web/articles/gantt/work-time-rules.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Work Time Rules ---- -# Work Time Rules - -The Gantt displays work time as white sections and non-work time as grey sections in the chart area. - -## Daily - -![Daily Rule](~/interface-elements-for-web/images/Gantt/DailyRule.png) - -The daily work hours are from 08:00 to 11:55 and 13:00 to 17:00. - -## Weekly - -![Weekly Rule](~/interface-elements-for-web/images/Gantt/WeeklyRule.png) - -Weekly workdays are from Monday to Friday and non-work days are Saturday and Sunday. - -## Monthly - -![Monthly Rule](~/interface-elements-for-web/images/Gantt/MonthlyRule.png) - -The first Friday of every month is a day off. - -## Yearly - -![Yearly Rule](~/interface-elements-for-web/images/Gantt/YearlyRule.png) - -Every year a day off is May 27. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid.md b/interface-elements-for-web/articles/grid.md deleted file mode 100644 index 5d4cf2d50f..0000000000 --- a/interface-elements-for-web/articles/grid.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Grid -author: Svetlana Nikulina -legacyId: 4854 ---- -# Grid - -This section describes Grid control capabilities. A grid represents data in tabular form, and supports data editing, sorting, grouping, filtering, summary calculation, column resizing, data export and data cell bands. - -![cdMasterDetail_Result](../images/img6625.png) - -**Data Editing** -* [Add and Delete Rows](grid/data-editing/add-and-delete-grid-rows.md) -* [Switch a Grid to Edit Mode](grid/data-editing/switch-a-grid-to-edit-mode.md) -* [Save or Discard Changes when Editing Rows](grid/data-editing/save-or-discard-changes-when-editing-grid-rows.md) -* [Batch Editing](grid/data-editing/batch-editing.md) - -**Selection and Navigation** -* [Page Navigation](grid/selection-and-navigation/page-navigation-in-grids.md) -* [Select Rows](grid/selection-and-navigation/select-grid-rows.md) -* [Keyboard Navigation](grid/selection-and-navigation/keyboard-navigation.md) - -**Sorting** -* [Sort Grid Rows](grid/sorting/sort-grid-rows.md) - -**Grouping** -* [Group Grid Rows](grid/grouping/group-grid-rows.md) -* [Expand and Collapse Group Rows](grid/grouping/expand-and-collapse-group-rows.md) - -**Filtering** -* [Filtering Grid Data](grid/filtering/filtering-grid-data.md) -* [Date Range Header Filter](grid/filtering/date-range-header-filter.md) -* [Search Panel](grid/filtering/search-panel.md) -* [Creating Complex Filter Criteria with the Filter Builder](grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md) - -**Context Menu** -* [Context Menu](grid/context-menu/context-menu.md) - -**Layout Customization** -* [Resize Columns](grid/layout-customization/resize-columns.md) -* [Hide and Display Columns](grid/layout-customization/hide-and-display-grid-columns.md) -* [Reorder Columns](grid/layout-customization/reorder-grid-columns.md) - -**Customization Dialog** -* [Customization Dialog](grid/customization-dialog/customization-dialog.md) -* [Sorting Page](grid/customization-dialog/sorting-page.md) -* [Grouping Page](grid/customization-dialog/grouping-page.md) -* [Filtering Page](grid/customization-dialog/filtering-page.md) -* [Column Chooser Page](grid/customization-dialog/column-chooser.md) - -**Data Summaries** -* [Data Summaries](grid/data-summaries.md) - -**Data Validation** -* [Data Validation](grid/data-validation.md) - -**Data Export** -* [Data Export](grid/data-export.md) - -**Responsive Layout** -* [Responsive Layout](grid/responsive-layout/responsive-layout.md) - -**Grid Lookup** -* [Grid Lookup](grid/grid-lookup/grid-lookup.md) -* [Filter Grid Lookup Data](grid/grid-lookup/filter-grid-lookup-data.md) -* [Select Grid Lookup Rows](grid/grid-lookup/select-grid-lookup-rows.md) diff --git a/interface-elements-for-web/articles/grid/context-menu/context-menu.md b/interface-elements-for-web/articles/grid/context-menu/context-menu.md deleted file mode 100644 index 5b2cba6e38..0000000000 --- a/interface-elements-for-web/articles/grid/context-menu/context-menu.md +++ /dev/null @@ -1,106 +0,0 @@ ---- -title: Context Menu -author: Svetlana Nikulina -legacyId: 17398 ---- -# Context Menu -The **context menu** is a menu displayed when you right-click a grid element. - -A context menu can be displayed for the following elements: [group panel](#grouppanelmenu), [column header](#column-menu), [row](#row-menu), [group footer](#groupfooter-menu), and [footer](#footer-menu). - -Context menu commands can be hidden or unavailable, based on the current grid settings. - -## Group Panel Menu -Right-click a group panel to display the group panel menu. - -![Grid overview 1](../../../images/img24033.png) - -The table below lists the group panel menu commands. - -| Command | Description | -|---|---| -| Expand All | Expands all group rows. | -| Collapse All | Collapses all group rows. | -| Clear Grouping | Clears grouping in the group panel. | -| Group Panel | Shows and hides the group panel. | - -## Column Header Menu -Right-click the column header to display the column header menu. - -![Grid overview 2](../../../images/img24034.png) - -The table below lists the column header menu commands. - -| Command | Description | -|---|---| -| Clear Filter | Clears the current column filter. | -| Clear Sorting | Clears the current column sorting. | -| Collapse All | Collapses all group rows. | -| Expand All | Expands all group rows. | -| Group by This Column | Groups grid data by the current column. | -| Hide Column | Hides the current column. | -| Show Column | Shows a column in the grid. | -| Show Customization Dialog | Shows the customization dialog. | -| Column Chooser | Shows and hides the column chooser. | -| Filter Builder... | Shows and hides the filter builder. | -| Filter Row | Shows and hides the filter row. | -| Filter Row Menu | Shows and hides the filter row menu. | -| Footer | Shows and hides the footer. | -| Group Panel | Shows and hides the group panel. | -| Search Panel | Shows and hides the search panel. | -| Sort Ascending | Sorts grid data by the current column ascending. | -| Sort Descending | Sorts grid data by the current column descending. | -| Ungroup | Ungroups grid data by the current column. | - -## Row Menu -Right-click a row or a group row to display the row menu. - -![Grid overview 3](../../../images/img24035.png) - -The table below lists the row menu commands. - -| Command | Description | -|---|---| -| Collapse Detail | Collapses the current detail row. | -| Collapse | Collapses the current group row. | -| Delete | Deletes the current data row. | -| Edit | Turns the edit mode on for the current row. | -| Expand Detail | Expands the current detail row. | -| Expand | Expands the current group row. | -| Export | Allows to export grid data to different formats. | -| Group Summary | Allows to show and hide group row summary items. | -| New | Creates a new row. | -| Refresh | Refreshes grid data. | - -## Group Footer Menu -Right-click a group footer to display the group footer menu. - -![Grid overview 4](../../../images/img24036.png) - -The table below lists the group footer menu commands. - -| Command | Description | -|---|---| -| Average | Shows and hides the average cell value in the current column. | -| Count | Shows and hides the count of the current column cell values. | -| Max | Shows and hides the maximum cell value in the current column. | -| Min | Shows and hides the minimum cell value in the current column. | -| Sum | Shows and hides the sum of the current column cell values. | -| None | Hides every summary item. | - - -## Footer Menu -Right-click a footer to display the footer menu. - -![Grid overview 4](../../../images/img24037.png) - -The table below lists the footer menu commands. - -| Command | Description | -|---|---| -| Average | Shows and hides the average cell value in the current column. | -| Count | Shows and hides the count of the current column cell values. | -| Max | Shows and hides the maximum cell value in the current column. | -| Min | Shows and hides the minimum cell value in the current column. | -| Sum | Shows and hides the sum of the current column cell values. | -| None | Hides every summary item. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/customization-dialog/column-chooser.md b/interface-elements-for-web/articles/grid/customization-dialog/column-chooser.md deleted file mode 100644 index 282e06e576..0000000000 --- a/interface-elements-for-web/articles/grid/customization-dialog/column-chooser.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Column Chooser Page -author: Anna Kondratova -legacyId: 118831 ---- -# Column Chooser Page - -You can use the **Column Chooser** page to change data columns' order and visibility. - - -Click ![eud-grid-customizationdialog-hide](../../../images/img128930.png) to hide the corresponding column in a grid. - -Click the ![eud-grid-customizationdialog-show](../../../images/img128929.png) to show the corresponding column in a grid. - - Use ![eud-grid-customizationdialog-sorting-drag](../../../images/img128887.png) to drag columns and change their order in a grid. - -![eud-grid-customizationdialog-columnchooserpage](../../../images/img128928.png) - -You can modify dialog settings and click **Apply** ![eud-grid-customizationdialog-apply-button](../../../images/grid-customizationdialog-apply.png) or click **Close** ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-close.png) to discard all the changes. diff --git a/interface-elements-for-web/articles/grid/customization-dialog/customization-dialog.md b/interface-elements-for-web/articles/grid/customization-dialog/customization-dialog.md deleted file mode 100644 index 68c29ed743..0000000000 --- a/interface-elements-for-web/articles/grid/customization-dialog/customization-dialog.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Customization Dialog ---- -# Customization Dialog - -You can use the customization dialog to perform data shaping operations. - -![eud-grid-customizationdialog-overview](../../../images/grid-customizationdialog-overview.png) - -The following pages are available within the dialog: -* [Sorting](sorting-page.md) page enables you to sort grid data, change the sorting order (ascending/descending), and change the order of sorted columns. -* [Grouping](grouping-page.md) page enables you to group grid data and change the grouping priority order. -* [Filtering](filtering-page.md) page enables you to filter grid data. -* [Column Chooser](column-chooser.md) page enables you to change data columns' order and visibility. - -Click a tab to switch to the corresponding page. - -You can modify dialog settings on every page and click **Apply** ![eud-grid-customizationdialog-apply-button](../../../images/grid-customizationdialog-apply.png) or click **Close** ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-close.png) to discard all the changes. - - - - - - - - - - diff --git a/interface-elements-for-web/articles/grid/customization-dialog/filtering-page.md b/interface-elements-for-web/articles/grid/customization-dialog/filtering-page.md deleted file mode 100644 index 57ba0f89a6..0000000000 --- a/interface-elements-for-web/articles/grid/customization-dialog/filtering-page.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Filtering Page -author: Anna Kondratova -legacyId: 118822 ---- -# Filtering Page -You can use the **Filtering** page to create and change filter conditions. - -You can select the criteria operator and specify the operand value for each column. - -* Use ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-expandfilter.png) to expand a column's filter condition. -* Click ![eud-grid-customizationdialog-clear-button](../../../images/grid-customizationdialog-removefilter.png) or clear an operand value's editor to remove a column's filter. - -![eud-grid-customizationdialog-filteringpage](../../../images/img128925.png) - -Click a column's criteria operator to display a list of available operators. Click a new operator to change the current one. - - -![eud-grid-customizationdialog-filteringpage-contextmenu](../../../images/grid-cust-dialog-filtering.png) - - - - -You can modify dialog settings and click **Apply** ![eud-grid-customizationdialog-apply-button](../../../images/grid-customizationdialog-apply.png) or click **Close** ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-close.png) to discard all the changes. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/customization-dialog/grouping-page.md b/interface-elements-for-web/articles/grid/customization-dialog/grouping-page.md deleted file mode 100644 index f19f5f18f2..0000000000 --- a/interface-elements-for-web/articles/grid/customization-dialog/grouping-page.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Grouping Page -author: Anna Kondratova -legacyId: 118821 ---- -# Grouping Page -You can use the **Grouping** page to group grid data and change grouping priority order. - -Select a column's check box in the **Columns to Group** list to group grid data against this column. You can group grid data by more than one column. The selected columns are displayed at the top of the **Grouping** page. -* Use ![eud-grid-customizationdialog-sorting-drag](../../../images/img128887.png) to drag the columns in this list and change the grouping priority order. -* Use ![eud-grid-customizationdialog-sorting-delete](../../../images/img128889.png) or clear a column's check box in the **Columns to Group** list to remove the column from the grouping list. - -![eud-grid-customizationdialog-groupingpage](../../../images/img128891.png) - - -You can modify dialog settings and click **Apply** ![eud-grid-customizationdialog-apply-button](../../../images/grid-customizationdialog-apply.png) or click **Close** ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-close.png) to discard all the changes. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/customization-dialog/sorting-page.md b/interface-elements-for-web/articles/grid/customization-dialog/sorting-page.md deleted file mode 100644 index 3f271a0ac9..0000000000 --- a/interface-elements-for-web/articles/grid/customization-dialog/sorting-page.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Sorting Page -author: Anna Kondratova -legacyId: 118811 ---- -# Sorting Page -You can use the **Sorting** page to to sort grid data, change the sorting order, and change the order of sorted columns. - -Select a column's check box in the **Columns to Sort** list to sort grid data against this column in ascending order. The grid can be sorted more than by one column. A list of the sorted columns is displayed at the top of the **Sorting** page. - -* Use ![eud-grid-customizationdialog-sorting-drag](../../../images/img128887.png) to drag the columns in this list and change the sorting priority. -* Use ![eud-grid-customizationdialog-sorting-order](../../../images/img128888.png) to reverse a column's sort order. -* Use ![eud-grid-customizationdialog-sorting-delete](../../../images/img128889.png) or clear a column's check box in the **Columns to Sort** list to remove a column from the sorting list. - -A grouping column is always sorted, therefore its remove button is displayed disabled. You can see the list of grouping columns in the [Grouping](grouping-page.md) dialog page. - - -![eud-grid-customizationdialog-sortingpage](../../../images/img128886.png) - -You can modify dialog settings and click **Apply** ![eud-grid-customizationdialog-apply-button](../../../images/grid-customizationdialog-apply.png) or click **Close** ![eud-grid-customizationdialog-close-button](../../../images/grid-customizationdialog-close.png) to discard all the changes. - - - - - diff --git a/interface-elements-for-web/articles/grid/data-editing/add-and-delete-grid-rows.md b/interface-elements-for-web/articles/grid/data-editing/add-and-delete-grid-rows.md deleted file mode 100644 index e095ba0e28..0000000000 --- a/interface-elements-for-web/articles/grid/data-editing/add-and-delete-grid-rows.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Add and Delete Rows -author: Bogdan Harchenko -legacyId: 4138 ---- -# Add and Delete Rows -## Add a Row -To create a new row: -* Click **New**. - - ![ASPxGridView_AddDelete](../../../images/img7081.png) -* Specify cell values. -* Click **Update**. - - ![SaveChanges](../../../images/img7150.png) - -## Delete a Row -To delete a row, click **Delete** within the row to be deleted. - -![DeleteRow](../../../images/img7149.png) - - -> [!NOTE] -> Row management links may be unavailable in your application. This is the choice of the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/data-editing/batch-editing.md b/interface-elements-for-web/articles/grid/data-editing/batch-editing.md deleted file mode 100644 index 05f94bcff3..0000000000 --- a/interface-elements-for-web/articles/grid/data-editing/batch-editing.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Batch Editing -author: Svetlana Nikulina -legacyId: 16833 ---- -# Batch Editing -The Grid allows you to edit a group of grid records (on a single page) and save these changes with one click. In this view, you can create new rows, delete existing rows and edit individual cell values. -* To create a new row, click **New** and specify the field values. -* To delete a row, click **Delete** within the row to be deleted. -* To focus a cell and edit the value of a cell, use one of following approaches available depending on settings made by your application vendor. - * Click on the cell to focus it and edit its value. - * Click on the cell to focus it. Double-click on the focused cell to edit it. - * Click on the cell to focus it. Click on the focused cell to edit it. - -You can navigate through cells and edit cell values using the keyboard. - -**Navigation** -* Use the TAB and SHIFT+TAB keys to move focus forward and backward. The edit state will be preserved for the next cell. -* Use the arrow keys to move focus between cells. - -**Editing** -* Use the ENTER key to edit the focused cell. -* Use the ESC key to finish editing of the focused cell. -* Use the ENTER key to move focus ahead of the edited cell. The edit state will be preserved for the next cell. - -The cells that were modified are highlighted in a different color. To save all changes, click **Save changes**. To cancel all changes, click **Cancel changes**. - -![BatchEditMode](../../../images/img22039.png) - -If a Grid contains unsaved data, a confirmation message is displayed before the data is lost (e.g., when sorting the data, changing the grid page or closing the web page). - -![Grid_BatchMessage](../../../images/img22760.png) - -Click **OK** to cancel all data changes and proceed with the action, or click **Cancel** to cancel the action. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/data-editing/save-or-discard-changes-when-editing-grid-rows.md b/interface-elements-for-web/articles/grid/data-editing/save-or-discard-changes-when-editing-grid-rows.md deleted file mode 100644 index 50afb10f44..0000000000 --- a/interface-elements-for-web/articles/grid/data-editing/save-or-discard-changes-when-editing-grid-rows.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Save or Discard Changes when Editing Rows -author: Bogdan Harchenko -legacyId: 4140 ---- -# Save or Discard Changes when Editing Rows -## Save Changes -Click **Update** to save your changes. - -![SaveChanges](../../../images/img7150.png) - -## Discard Changes -Click **Cancel** to cancel your changes. - -![CancelChanges](../../../images/img7151.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/data-editing/switch-a-grid-to-edit-mode.md b/interface-elements-for-web/articles/grid/data-editing/switch-a-grid-to-edit-mode.md deleted file mode 100644 index c0944ccdf9..0000000000 --- a/interface-elements-for-web/articles/grid/data-editing/switch-a-grid-to-edit-mode.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Switch a Grid to Edit Mode -author: Bogdan Harchenko -legacyId: 4141 ---- -# Switch a Grid to Edit Mode -Click **Edit** to switch the Grid to edit mode. - -![ASPxGridView_StartEdit](../../../images/img7155.png) - -> [!NOTE] -> In-place editing links may be unavailable in your application. This is up to the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/data-export.md b/interface-elements-for-web/articles/grid/data-export.md deleted file mode 100644 index 4bf8f5c3b1..0000000000 --- a/interface-elements-for-web/articles/grid/data-export.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Data Export ---- -# Data Export - -The grid allows you to export data in the following formats. - -* DOCX -* CSV -* PDF -* RTF -* XLS -* XLSX - -![eud-grid-export](../../images/grid-export.png) - - - - - - - diff --git a/interface-elements-for-web/articles/grid/data-summaries.md b/interface-elements-for-web/articles/grid/data-summaries.md deleted file mode 100644 index 63935b7938..0000000000 --- a/interface-elements-for-web/articles/grid/data-summaries.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Data Summaries ---- -# Data Summaries - -The grid can calculate and displays summaries about groups of rows or individual data columns. The following aggregate functions are available: -* Average -* Count -* Max -* Min -* Sum - -The grid supports two summary types: total and group summary. - -## Total Summary -A total summary calculates the value of an aggregate function over all the rows within a grid and is displayed within the footer. - -![eud-summaries-total](../../images/grid-summary-total.png) - -## Group Summary -A group summary calculates the value of an aggregate function over all rows within a group and is displayed in the group row or group footer. - -![eud-summaries-group](../../images/grid-summary-group.png) - -## Add and remove summaries -Use the [context menu](context-menu/context-menu.md) to add and remove summaries. - - -![eud-summaries-context-menu](../../images/grid-summary-contextmenu.png) - -| Context menu item | Description | -|---|---| -| Sum | Shows/hides a sum of cell values | -| Min | Shows/hides the minimum cell value | -| Max | Shows/hides the maximum cell | -| Count | Shows/hides a count of cell values | -| Average | Shows/hides the average cell value | -| None | Hides all summaries in the current column | - - - - - - - - - - diff --git a/interface-elements-for-web/articles/grid/data-validation.md b/interface-elements-for-web/articles/grid/data-validation.md deleted file mode 100644 index 18085808b1..0000000000 --- a/interface-elements-for-web/articles/grid/data-validation.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Validation ---- -# Data Validation - -The grid validates entered values and displays errors if a value does not pass validation. - -An error icon indicating the invalid value. Hover the mouse over the icon to display a hint with the error's description. - -Correct every invalid value to save data. - - -![eud-grid-validation](../../images/grid-validation.png) - - - - - - - - - - - diff --git a/interface-elements-for-web/articles/grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md b/interface-elements-for-web/articles/grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md deleted file mode 100644 index d83253367a..0000000000 --- a/interface-elements-for-web/articles/grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Creating Complex Filter Criteria with the Filter Builder -author: Svetlana Nikulina -legacyId: 17896 ---- -# Creating Complex Filter Criteria with the Filter Builder -To build complex filter criteria with an unlimited number of filter conditions, combined by logical operators, use the built-in Filter Builder. - -![FilterControl](../../../images/img8592.png) - -To open the Filter Builder, click one of the following. -* the filter image displayed within the filter bar. - - ![FilterControlShow1](../../../images/img8596.png) -* the filter expression link. - - ![FilterControlShow2](../../../images/img8597.png) - -To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../../images/img7351.png) buttons. - -![FilterControlInfo](../../../images/img8602.png) - - -**Remarks** - -A filter condition group is a set of conditions combined by the same logical operator. The following filter expression contains two groups combined by the logical **OR** operator: "(Country Equals 'UK' And Category Equals 'Beverages') Or (Country Equals 'USA' And Category Equals 'Produce')". In the Filter Builder, it is represented as follows. - -![FilterControlConditionGroups](../../../images/img8603.png) - -To learn more, see the [Filter Editor](../../filter-editor.md) topic. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/filtering/date-range-header-filter.md b/interface-elements-for-web/articles/grid/filtering/date-range-header-filter.md deleted file mode 100644 index b4837197df..0000000000 --- a/interface-elements-for-web/articles/grid/filtering/date-range-header-filter.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Date Range Header Filter -author: Svetlana Nikulina -legacyId: 11814 ---- -# Date Range Header Filter -The header filter's drop-down box displays a date range editor for columns containing date and time data. - -## Date Range Picker -Click a filter button to invoke a filter drop-down box that contains a date picker and a set of date range periods. - -Click the drop-down button in the **From** text box to display a calendar. Select the first date in a required date range. You can also type the date in the text box. - -![Grid_DateRangePicker1](../../../images/img11358.png) - -Click the drop-down button in the **To** text box to display a calendar. Select the last date in a required date range. You can also type the date in the text box. - -![Grid_DateRangePicker2](../../../images/img11360.png) - -Select the required date periods and click **OK** to apply the filter criteria. - -## Date Range Calendar -Click a filter button to invoke a filter drop-down box that contains a calendar and a set of predefined periods. - -![Grid_DateRangeCalendar](../../../images/img11356.png) - -Select the required date(s) in the calendar and date periods. Then, click **OK** to apply the filter criteria. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/filtering/filtering-grid-data.md b/interface-elements-for-web/articles/grid/filtering/filtering-grid-data.md deleted file mode 100644 index 3aa935aabc..0000000000 --- a/interface-elements-for-web/articles/grid/filtering/filtering-grid-data.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Filtering Data -author: Svetlana Nikulina -legacyId: 4144 ---- -# Filtering Data -Grid provides different elements that allow you to filter data. - -**Filter Buttons** - -Click a filter button to invoke a filter drop-down list that contains unique values in a column. - -You can use the check boxes in the drop-down list to select values and click **OK** to apply the filter criteria. - - -![filter_header.png](../../../images/img17833.png) - -If the drop-down list does not display check boxes, click the required value to apply the filter criteria. - -![ASpxGridView_HeaderFilter](../../../images/img7159.png) - -The drop-down list displays values that match the applied filter criteria. To remove the filter, click **(All)**. - -Note that if a filter is applied to a column, other column header filters display the sorted rows' unique values. You can press SHIFT and click a header filter button to show all the values (including hidden rows' values). - -The drop-down box displays a [date range editor](date-range-header-filter.md) for columns containing date and time data. - - -**Filter Row** - -Type text within the **Filter Row**. A filter condition is automatically created based on the value entered, and this is applied to the corresponding column. - -![ASPxGridView_AutoFilterRow](../../../images/img7157.png) - -If the **Apply** button is displayed, the filter is applied on button click. - -![FilterRow](../../../images/img22709.png) - -To remove the column filter, clear the text in the auto-filter row. To remove the grid's entire filter, click **Clear**. - -![ASPxGridView_ClearAutoFilterRow](../../../images/img7158.png) - - - -**Search Panel** - -Use the [Search Panel](search-panel.md) to filter data and highlight search results. - - -**Filter Builder** - -Use the [Filter Builder](creating-complex-filter-criteria-with-the-filter-control.md) to create complex filter criteria. - -**Customization Dialog** - -Use the customization dialog's [Filtering page](../customization-dialog/filtering-page.md) to apply filter criteria to grid data. diff --git a/interface-elements-for-web/articles/grid/filtering/search-panel.md b/interface-elements-for-web/articles/grid/filtering/search-panel.md deleted file mode 100644 index 8697512027..0000000000 --- a/interface-elements-for-web/articles/grid/filtering/search-panel.md +++ /dev/null @@ -1,95 +0,0 @@ ---- -title: Search Panel -author: Svetlana Nikulina -legacyId: 17897 ---- -# Search Panel -To filter data and highlight search results, type a filter criterion in the search panel. - -![SearchPanel](../../../images/img17905.png) - -## Applying the Search Panel Filter Criterion -To apply a filter criterion typed in the search panel, press the ENTER key or click the **Search** button. Otherwise, a filter is automatically applied in 1.2 seconds. - -## Clearing the Search Panel Filter Criterion -To clear the search panel filter criterion, do one of the following. -* Press DELETE or BACKSPACE. -* Click the **Clear** button. -* Click the clear button, which is displayed within the editor when the editor is focused and is not empty. - - ![EUD_Grid_SearchPanel](../../../images/img25472.png) - -## Search syntax -In its simplest form, a search criterion consists of a single word. However, the search panel allows you to create composite criteria. -* **Mask:** criterion - - maria - - ![EUD_Grid_SearchPanelCriterion1](../../../images/img25474.png) - - **Example description:** selects records that contain the "maria" string in any search column. -* **Mask:** column:criterion - - contact:maria - - ![EUD_Grid_SearchPanelCriterion2](../../../images/img25475.png) - - You can search against a specific column by preceding a search string with the column's caption plus a colon character. Instead of the complete caption, it is possible to use the initial characters of the caption. A search will be performed against the first column whose name starts with the specified substring. If you want to search against a column whose caption contains space characters, specify the column's display caption in quotation marks. - - If the search string contains multiple conditions separated by space characters, and at least one condition defines a search against a specific column, only records that match all of these conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain "maria" in the column that starts with "contact". -* **Mask:** criterion1 criretion2 - - maria anders - - **Option AND** - - ![EUD_Grid_SearchPanelCriterion3_v2](../../../images/img25993.png) - - **Option OR** - - ![EUD_Grid_SearchPanelCriterion3](../../../images/img25476.png) - - Based on conditions provided by your application vendor, the search panel can search words separated by space characters in one of the following ways. - - **Option AND** - - Only records that match all of the conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain both "maria" AND "anders" strings in any search column. - - **Option OR** - - If there is no column specification, records that match at least one of these conditions are shown (i.e., the conditions are combined by the OR logical operator). If at least one condition defines a search against a specific column, only records that match all of these conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain either "maria" OR "anders" strings in any search column. -* **Mask:** "criterion with spaces" - - "maria anders" - - ![EUD_Grid_SearchPanelCriterion4](../../../images/img25477.png) - - If you want to search for a string containing a space character, specify this string in quotation marks. - - **Example description:** selects records that contain "maria anders" in any search column. -* **Mask:** criterion1 -criterion2 - - maria -anders - - ![EUD_Grid_SearchPanelCriterion5](../../../images/img25478.png) - - Precede a condition with "-" to exclude records that match this condition from the result set. There should be no space between the "-" sign and the condition. - - **Example description:** selects records that contain "maria", excluding records that contain "anders". -* **Mask:** - - criterion1 +criterion2 - - maria +sweden - - ![EUD_Grid_SearchPanelCriterion6](../../../images/img25479.png) - - Precede a condition with "+" to display only records that match this condition. The "+" specifier allows you to implement the logical AND operator. There should be no space character between the "+" sign and the condition. - - **Example description:** selects records that contain both "maria" AND "sweden" in search columns. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/grid-lookup/filter-grid-lookup-data.md b/interface-elements-for-web/articles/grid/grid-lookup/filter-grid-lookup-data.md deleted file mode 100644 index c4d6cad7bc..0000000000 --- a/interface-elements-for-web/articles/grid/grid-lookup/filter-grid-lookup-data.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Filter Grid Lookup Data -author: Svetlana Nikulina -legacyId: 9355 ---- -# Filter Grid Lookup Data -Type text within the editor to filter data. A filter condition is automatically created based upon the value entered. - -![ASPxGridLookup_Filtration](../../../images/img13291.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/grid-lookup/grid-lookup.md b/interface-elements-for-web/articles/grid/grid-lookup/grid-lookup.md deleted file mode 100644 index dce4d04937..0000000000 --- a/interface-elements-for-web/articles/grid/grid-lookup/grid-lookup.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Grid Lookup -author: Svetlana Nikulina -legacyId: 9354 ---- -# Grid Lookup -Grid Lookup enables you to easily locate and select values from a dropdown grid. - -![ASPxGridLookup](../../../images/img13290.png) - -Topics in this section: -* [Filter Grid Lookup Data](filter-grid-lookup-data.md) -* [Select Grid Lookup Rows](select-grid-lookup-rows.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/grid-lookup/select-grid-lookup-rows.md b/interface-elements-for-web/articles/grid/grid-lookup/select-grid-lookup-rows.md deleted file mode 100644 index 18918f695c..0000000000 --- a/interface-elements-for-web/articles/grid/grid-lookup/select-grid-lookup-rows.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Select Grid Lookup Rows -author: Svetlana Nikulina -legacyId: 9356 ---- -# Select Grid Lookup Rows -If multiple row selection is allowed by the application vendor, you can select multiple rows by doing one of the following. -* Click a row to toggle its selected state. -* If selection check boxes are visible, check rows that need to be selected. - -![ASPxGridLookup_Selection](../../../images/img13292.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/grouping/expand-and-collapse-group-rows.md b/interface-elements-for-web/articles/grid/grouping/expand-and-collapse-group-rows.md deleted file mode 100644 index b37b088c0c..0000000000 --- a/interface-elements-for-web/articles/grid/grouping/expand-and-collapse-group-rows.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Expand and Collapse Group Rows -author: Bogdan Harchenko -legacyId: 4143 ---- -# Expand and Collapse Group Rows -Click a group row's expand button to expand or collapse the row. - -![ASPxGridView_ExpandGroup](../../../images/img7156.png) - -You can press the PLUS and MINUS keys to expand and collapse the focused group row. - diff --git a/interface-elements-for-web/articles/grid/grouping/group-grid-rows.md b/interface-elements-for-web/articles/grid/grouping/group-grid-rows.md deleted file mode 100644 index b2d9be06fb..0000000000 --- a/interface-elements-for-web/articles/grid/grouping/group-grid-rows.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Group Grid Rows -author: Bogdan Harchenko -legacyId: 4145 ---- -# Group Grid Rows -* Drag a column header from the column header panel to the group panel to group data. - - ![ASPxGridView_Grouping](../../../images/img7178.png) -* Move a column header within the group panel to change the group order. - - ![ASPxGridView_GroupReorder](../../../images/img7179.png) -* Drag a column header(s) from the group panel to the column header panel to ungroup data. - -Use the [customization dialog](../customization-dialog/grouping-page.md) to group/ungroup grid data and change the order of grouping columns within the grid. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/layout-customization/hide-and-display-grid-columns.md b/interface-elements-for-web/articles/grid/layout-customization/hide-and-display-grid-columns.md deleted file mode 100644 index 5f5ab6423f..0000000000 --- a/interface-elements-for-web/articles/grid/layout-customization/hide-and-display-grid-columns.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Hide and Display Columns -author: Bogdan Harchenko -legacyId: 4151 ---- -# Hide and Display Columns -Invoke the Field Chooser and drag a column's header onto it to hide the column. - -![HideColumns](../../../images/img7292.png) - - -Drag a column's header from the Field Chooser and drop it onto the column header panel to make the column visible. - - -## Customization Dialog -Use the [customization dialog](../customization-dialog/column-chooser.md) to change the order and visibility of data columns. diff --git a/interface-elements-for-web/articles/grid/layout-customization/reorder-grid-columns.md b/interface-elements-for-web/articles/grid/layout-customization/reorder-grid-columns.md deleted file mode 100644 index 50f3ed2942..0000000000 --- a/interface-elements-for-web/articles/grid/layout-customization/reorder-grid-columns.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Reorder Columns -author: Bogdan Harchenko -legacyId: 4149 ---- -# Reorder Columns -Drag a column header to a new position within the column header panel to reorder columns. - -![ReorderColumns](../../../images/img7290.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/layout-customization/resize-columns.md b/interface-elements-for-web/articles/grid/layout-customization/resize-columns.md deleted file mode 100644 index 0e5fea5a57..0000000000 --- a/interface-elements-for-web/articles/grid/layout-customization/resize-columns.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Resize Columns ---- -# Resize Columns - -Hover a column header's right border (so that it displays a double-sided arrow) and drag the column border to change column width. - -![ResizeColumns](../../../images/grid-layoutcustomization-resizecolumns.png) - - - - - - - diff --git a/interface-elements-for-web/articles/grid/responsive-layout/responsive-layout.md b/interface-elements-for-web/articles/grid/responsive-layout/responsive-layout.md deleted file mode 100644 index 911285870b..0000000000 --- a/interface-elements-for-web/articles/grid/responsive-layout/responsive-layout.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Responsive Layout -author: Svetlana Nikulina -legacyId: 11830 ---- -# Responsive Layout -The grid automatically hides columns one by one when the browser window is resized. When a grid has hidden columns, an ellipsis button (**Show Adaptive Detail** button) is displayed for every row. - -![Adaptivity_HideShowButtons](../../../images/img11318.png) - -You can see hidden data in the adaptive detail row. Click the ellipsis button to expand the corresponding detail row. To hide a detail row, click the **Hide Adaptive Detail** button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/selection-and-navigation/keyboard-navigation.md b/interface-elements-for-web/articles/grid/selection-and-navigation/keyboard-navigation.md deleted file mode 100644 index a14802cf38..0000000000 --- a/interface-elements-for-web/articles/grid/selection-and-navigation/keyboard-navigation.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Keyboard Navigation -author: Andrey Trukhatchev -legacyId: 8451 ---- -# Keyboard Navigation -You can use a keyboard to perform Grid primary navigation operations. - -## Access Key -Press CTRL+SHIFT+[_AccessKey_] keys to navigate to the grid. - -## Focused Row -Press the UP ARROW and DOWN ARROW keys to move focus between rows. Moving focus from the ultimate (first or last) row within a page changes the page within the grid, if possible. - -## Row Selection - Press the SPACE key to select and cancel the selection of the focused row. To select -multiple rows, move row focus by arrow keys while holding down the SHIFT key. - -## Expanding/Collapsing Rows -Press the PLUS/RIGHT ARROW and MINUS/LEFT ARROW keys to expand and collapse group and detail rows. - -## Paging - Press the SHIFT+PAGE UP and SHIFT+PAGE DOWN key combinations to go to the next and previous grid page. \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/selection-and-navigation/page-navigation-in-grids.md b/interface-elements-for-web/articles/grid/selection-and-navigation/page-navigation-in-grids.md deleted file mode 100644 index f3b3af0356..0000000000 --- a/interface-elements-for-web/articles/grid/selection-and-navigation/page-navigation-in-grids.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Page Navigation -author: Alexey Kazakov -legacyId: 4130 ---- -# Page Navigation -Use the grid's pager to switch between pages. - -![Navigation](../../../images/img7295.png) - -When data is grouped, rows that belong to one group may be displayed on different pages. This occurs when the number of rows contained within a group exceeds the maximum number of rows that can be displayed on a page. In this instance, to indicate that rows belong to a group, the image is displayed within the top data row(s). Hovering over this image displays parent group rows. - -![eud_Navigation_DataGrouping](../../../images/img9164.png) - - -To change the number of data items (rows) displayed within a grid, click the **Page Size** menu and select the needed number of rows per page. - -![ASPxGridView_page_size.png](../../../images/img17834.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/selection-and-navigation/select-grid-rows.md b/interface-elements-for-web/articles/grid/selection-and-navigation/select-grid-rows.md deleted file mode 100644 index c29afc2ea0..0000000000 --- a/interface-elements-for-web/articles/grid/selection-and-navigation/select-grid-rows.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Select Rows -author: Andrey Trukhatchev -legacyId: 5566 ---- -# Select Rows -## Using Row Clicks - -Click a row while holding down the CTRL key to toggle the row's selected state. - -You can select contiguous rows by clicking the first row and the last row while holding down the SHIFT key. In this case the previous selection is cleared. You can further customize the selection by clicking individual rows while holding down the CTRL key. - -![Selection](../../../images/img7293.png) - - -## Using Check Boxes - -Select and clear a check box to select and cancel the selection of the corresponding row. - -![MultiSelectShift](../../../images/img7294.png) - -Select and clear the **Select All** check box to select and cancel the selection of all rows on the page (or all rows in the grid). - -![SelectAll](../../../images/grid-selection-selectall.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/grid/sorting/sort-grid-rows.md b/interface-elements-for-web/articles/grid/sorting/sort-grid-rows.md deleted file mode 100644 index f0f2872cc6..0000000000 --- a/interface-elements-for-web/articles/grid/sorting/sort-grid-rows.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Sorting -author: Bogdan Harchenko -legacyId: 4147 ---- -# Sorting -* Click a column header to sort data in ascending order. If sorting has already been applied, subsequent clicks reverse the current sort order. - - ![Sorting](../../../images/img7289.png) -* A click on a column header clears the sort settings on any other columns. Hold the SHIFT key down while clicking to sort against multiple columns. -* Click a column's header while pressing the CTRL key to clear the column's sorting. - -You can use the [customization dialog](../customization-dialog/sorting-page.md) to sort grid data, change the sorting order (ascending/descending), and change the order of sorted columns within the grid. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor.md b/interface-elements-for-web/articles/html-editor.md deleted file mode 100644 index b8e0af0194..0000000000 --- a/interface-elements-for-web/articles/html-editor.md +++ /dev/null @@ -1,83 +0,0 @@ ---- -title: HTML Editor -author: Svetlana Nikulina -legacyId: 4350 ---- -# HTML Editor -This section describes the capabilities provided by the HTML Editor (Rich Text Editor), which provides a wide range of capabilities for HTML content editing. - -**User Interface** -* [View Modes](html-editor/html-editor-user-interface/view-modes.md) -* [Toolbar](html-editor/html-editor-user-interface/toolbar.md) -* [Ribbon](html-editor/html-editor-user-interface/ribbon.md) -* [Search Panel](html-editor/html-editor-user-interface/search-panel.md) -* [Context Menu](html-editor/html-editor-user-interface/context-menu.md) -* [Tag Inspector](html-editor/html-editor-user-interface/tag-inspector.md) - -**Formatting Text** -* [Make Text Bold](html-editor/formatting-text/make-text-bold-in-html-editor.md) -* [Apply Italic Formatting](html-editor/formatting-text/apply-italic-formatting-in-html-editor.md) -* [Underline Text](html-editor/formatting-text/underline-text-in-html-editor.md) -* [Apply Strikethrough Formatting](html-editor/formatting-text/apply-strikethrough-formatting-in-html-editor.md) -* [Change Foreground Color](html-editor/formatting-text/change-foreground-color-in-html-editor.md) -* [Change Background Color](html-editor/formatting-text/change-background-color-in-html-editor.md) -* [Change Font Type](html-editor/formatting-text/change-font-type-in-html-editor.md) -* [Change Font Size](html-editor/formatting-text/change-font-size-in-html-editor.md) -* [Make Text Superscript or Subscript](html-editor/formatting-text/make-text-superscript-or-subscript-in-html-editor.md) -* [Remove Formatting](html-editor/formatting-text/remove-formatting-in-html-editor.md) - -**Formatting Paragraphs** -* [Text Indentation](html-editor/formatting-paragraphs/text-indentation-in-html-editor.md) -* [Text Alignment](html-editor/formatting-paragraphs/text-alignment-in-html-editor.md) -* [Paragraph Styling](html-editor/formatting-paragraphs/paragraph-styling-in-html-editor.md) -* [Ordered and Bullet Lists](html-editor/formatting-paragraphs/ordered-and-bullet-lists-in-html-editor.md) - -**Paste Formatting** -* [Paste Formatting](html-editor/paste-formatting.md) - -**Find and Replace Dialog** -* [Find and Replace Dialog](html-editor/find-and-replace-dialog/find-and-replace-dialog.md) - -**Working with Hyperlinks** -* [Create a Hyperlink](html-editor/working-with-hyperlinks/create-a-hyperlink-in-html-editor.md) -* [Modify a Hyperlink](html-editor/working-with-hyperlinks/modify-a-hyperlink-in-html-editor.md) -* [Remove a Hyperlink](html-editor/working-with-hyperlinks/remove-a-hyperlink-in-html-editor.md) - -**Working with Tables** -* [Create a Table](html-editor/working-with-tables/create-a-table-in-html-editor.md) -* [Modify a Table](html-editor/working-with-tables/modify-a-table-in-html-editor.md) -* [Remove a Table](html-editor/working-with-tables/remove-a-table-in-html-editor.md) - -**Working with Images** -* [Insert an Image](html-editor/working-with-images/insert-an-image-in-html-editor.md) -* [Modify an Image's Settings](html-editor/working-with-images/modify-an-images-settings-in-html-editor.md) -* [Image Settings](html-editor/working-with-images/image-settings.md) - -**Working with Audio Files** -* [Insert an Audio](html-editor/working-with-audio-files/insert-an-audio-into-html-editor.md) -* [Modify Audio Settings](html-editor/working-with-audio-files/modify-audio-settings-in-html-editor.md) -* [Audio Settings](html-editor/working-with-audio-files/audio-settings.md) - -**Working with Flash Files** -* [Insert a Flash](html-editor/working-with-flash-files/insert-a-flash-into-html-editor.md) -* [Modify Flash Settings](html-editor/working-with-flash-files/modify-flash-settings-in-html-editor.md) -* [Flash Settings](html-editor/working-with-flash-files/flash-settings.md) - -**Working with Video Files** -* [Insert a Video](html-editor/working-with-video-files/insert-a-video-into-html-editor.md) -* [Modify Video Settings](html-editor/working-with-video-files/modify-video-settings-in-html-editor.md) -* [Video Settings](html-editor/working-with-video-files/video-settings.md) - -**Working with YouTube Video Files** -* [Insert a YouTube Video](html-editor/working-with-youtube-video/insert-a-youtube-video-into-html-editor.md) -* [Modify YouTube Video Settings](html-editor/working-with-youtube-video/modify-youtube-video-settings-in-html-editor.md) -* [YouTube Video Settings](html-editor/working-with-youtube-video/youtube-video-settings.md) - -**Miscellaneous Operations** -* [Repeat and Undo Actions](html-editor/miscellaneous-operations/repeat-and-undo-actions-in-html-editor.md) -* [Printing Content](html-editor/miscellaneous-operations/printing-html-editor-content.md) -* [Clipboard Operations](html-editor/miscellaneous-operations/clipboard-operations-in-html-editor.md) -* [Check Spelling](html-editor/miscellaneous-operations/check-spelling-in-html-editor.md) -* [Sizing and Full-Screen Mode](html-editor/miscellaneous-operations/sizing-and-full-screen-mode.md) -* [Export Content to Various Documents Formats](html-editor/miscellaneous-operations/export-html-editor-content-to-various-documents-formats.md) -* [Shortcuts](html-editor/miscellaneous-operations/shortcuts.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/find-and-replace-dialog/find-and-replace-dialog.md b/interface-elements-for-web/articles/html-editor/find-and-replace-dialog/find-and-replace-dialog.md deleted file mode 100644 index 10e9f5eaa3..0000000000 --- a/interface-elements-for-web/articles/html-editor/find-and-replace-dialog/find-and-replace-dialog.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Find and Replace Dialog -author: Svetlana Nikulina -legacyId: 7835 ---- -# Find and Replace Dialog -The **Find and Replace dialog** allows you to search text, navigate through search results and replace them. - -To invoke the dialog, click the corresponding button in a toolbar or in the [Search Panel](../html-editor-user-interface/search-panel.md), or press the CTRL+H keys. - -![ASPxHtmlEditor-FindAndReplaceDialog](../../../images/img11153.png) - -Type the search text in the **Find** edit box. For using case sensitive search, select the **Match case** check box. You can navigate through the results using the **Previous** and **Next** buttons, or by selecting a result in the **Results** section. - -To replace a search result, specify the replacing text in the **Replace with** edit box, select a search result, and click the **Replace** button. To replace all search results, click the **Replace All** button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/ordered-and-bullet-lists-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-paragraphs/ordered-and-bullet-lists-in-html-editor.md deleted file mode 100644 index ec5b61e685..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/ordered-and-bullet-lists-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Ordered and Bullet Lists -author: Anna Kondratova -legacyId: 4544 ---- -# Ordered and Bullet Lists -## Start a New List -Click a list button (**Ordered List** ![ASPxHtmlEditor-Buttons-OrderedList](../../../images/img7426.png) or **Bullet List** ![ASPxHtmlEditor-Buttons-UnsortedList](../../../images/img7427.png)). Type in the first item, then press ENTER to create another item. - -## Convert Existing Paragraphs into a List -1. Select the paragraphs you want to turn into a list. -2. Click the **Ordered List** ![ASPxHtmlEditor-Buttons-OrderedList](../../../images/img7426.png) button to apply ordered list formatting to the text, or the **Bullet List** ![ASPxHtmlEditor-Buttons-UnsortedList](../../../images/img7427.png) button to create a bullet list. -3. Place the mouse pointer at the end of the last item and press ENTER to create a new list item. - -![ASPxHtmlEditor-WirkingWithText-OrderedUnsortedListSample](../../../images/img7428.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/paragraph-styling-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-paragraphs/paragraph-styling-in-html-editor.md deleted file mode 100644 index d87fd63bb8..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/paragraph-styling-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Paragraph Styling -author: Anna Kondratova -legacyId: 4548 ---- -# Paragraph Styling -To apply a style, do the following. -1. Select the text you are going to format. -2. Click the **Apply CSS** dropdown button, to invoke a list of available paragraph styles. -3. Select the required style. - -![ASPxHtmlEditor-Buttons-ParagraphStyling](../../../images/img9177.png) - diff --git a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-alignment-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-alignment-in-html-editor.md deleted file mode 100644 index bae6068320..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-alignment-in-html-editor.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Text Alignment -author: Anna Kondratova -legacyId: 4553 ---- -# Text Alignment -The editor allows users to apply the left, right, centered or justified alignment to the text. To change text alignment, do the following. -1. Place the mouse pointer onthe paragraph you are going to format, or select multple paragraphs. -2. Click the appropriate alignment button or press keyboard shortcut. - -![ASPxHtmlEditor-Buttons-Align](../../../images/img7431.png) - - -| Command | Shortcut | Description | -|---|---|---| -| **Align Left** | Ctrl+L | Justifies text left | -| **Align Center** | Ctrl+E | Justifies text center | -| **Align Right** | Ctrl+R | Justifies text right | -| **Justify** | Ctrl+J | Justifies text | \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-indentation-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-indentation-in-html-editor.md deleted file mode 100644 index f652824b6b..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-paragraphs/text-indentation-in-html-editor.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Text Indentation -author: Anna Kondratova -legacyId: 4458 ---- -# Text Indentation -To change text indentation, do the following. -1. Place the mouse pointer over the paragraph you want to format, or select multiple paragraphs. -2. Click the **Indent** ![ASPxHtmlEditor-Buttons-Indent](../../../images/img7429.png) or **Outdent** ![ASPxHtmlEditor-Buttons-Outdent](../../../images/img7430.png) button, to indent or outdent the text. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/apply-italic-formatting-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/apply-italic-formatting-in-html-editor.md deleted file mode 100644 index d874cf929d..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/apply-italic-formatting-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Apply Italic Formatting -author: Anna Kondratova -legacyId: 4492 ---- -# Apply Italic Formatting -To apply italic formatting to a specific portion of the text, do the following. -1. Select the text you want to format. -2. Click the **Italic** ![ASPxHtmlEditor-Buttons-Italic](../../../images/img7401.png) button or press Ctrl+I. - -![ASPxHtmlEditor-WorkingWithText-ItalicSample](../../../images/img7411.png) - -To remove italic formatting from the text, select the desired italic-formatted part of the text, and click the button again. - -To type italic formatted text, click the **Italic** ![ASPxHtmlEditor-Buttons-Italic](../../../images/img7401.png) button. To stop italic formatting, click the button again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/apply-strikethrough-formatting-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/apply-strikethrough-formatting-in-html-editor.md deleted file mode 100644 index f8f6c0259f..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/apply-strikethrough-formatting-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Apply Strikethrough Formatting -author: Anna Kondratova -legacyId: 4493 ---- -# Apply Strikethrough Formatting -To apply strikethrough formatting to a specific portion of the text, do the following: -1. Select the required part of the text (or the whole text). -2. Click the **Strikethrough** ![ASPxHtmlEditor-Buttons-Strikethrough](../../../images/img7404.png) button. - -![ASPxHtmlEditor-WorkingWithText-StrikethroughSample](../../../images/img7413.png) - -Note that if you want to remove strikethrough formatting from the text (which is already strikethrough-formatted), repeat the actions described above. - - To type strikethrough formatted text, click the **Strikethrough** ![ASPxHtmlEditor-Buttons-Strikethrough](../../../images/img7404.png) button. To stop formatting, click the button again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/change-background-color-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/change-background-color-in-html-editor.md deleted file mode 100644 index 23f39d4452..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/change-background-color-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Change Background Color -author: Anna Kondratova -legacyId: 4499 ---- -# Change Background Color -To apply a specific background color to the text, do the following. -1. Select the portion of the text you are going to process. -2. Click the **Back Color** ![ASPxHtmlEditor-Buttons-BackColor](../../../images/img7422.png) button and select the color from the invoked color selector. - -![ASPxHtmlEditor-WorkingWithText-BackColorDialog](../../../images/img7423.png) - - To type text with the specified background color, select the color by using the ![ASPxHtmlEditor-Buttons-BackColor](../../../images/img7422.png) button. To stop formatting, select the another color. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/change-font-size-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/change-font-size-in-html-editor.md deleted file mode 100644 index 536b2e678c..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/change-font-size-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Change Font Size -author: Anna Kondratova -legacyId: 4495 ---- -# Change Font Size -To change the text font size, do the following. -1. Select the required part of the text you want to process. -2. Click the **Font Size** list box's dropdown button and select the appropriate font size within the invoked list. - -![ASPxHtmlEditor-WorkingWithText-FontSize](../../../images/img7397.png) - -To type text with the specified font size, set it by using the **Font Size** list box. To stop formatting, set the another font size. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/change-font-type-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/change-font-type-in-html-editor.md deleted file mode 100644 index 94d02bd6fe..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/change-font-type-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Change Font Type -author: Anna Kondratova -legacyId: 4494 ---- -# Change Font Type -To change the text's font type, do the following. -1. Select the part of the text you want to process. -2. Click the **Font** list box' dropdown button and select the appropriated font within the opened list. - -![ASPxHtmlEditor-WorkingWithText-FontType](../../../images/img7395.png) - -To type text with specified font, set it by using the **Font** list box. To stop formatting, define another font. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/change-foreground-color-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/change-foreground-color-in-html-editor.md deleted file mode 100644 index 704f3616da..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/change-foreground-color-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Change Foreground Color -author: Anna Kondratova -legacyId: 4500 ---- -# Change Foreground Color -To change the text color, do the following. -1. Select a portion of the text you are going to process. -2. Click the **Fore Color** ![ASPxHtmlEditor-Buttons-ForeGround](../../../images/img7421.png) button, and select the color from the invoked color selector. - -![ASPxHtmlEditor-WorkingWithText-ForeGroundDialog](../../../images/img7424.png) - - To type text with the specified fore color, select the color via the ![ASPxHtmlEditor-Buttons-ForeGround](../../../images/img7421.png) button. To stop formatting, select another color. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/make-text-bold-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/make-text-bold-in-html-editor.md deleted file mode 100644 index e9e3edbf65..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/make-text-bold-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Make Text Bold -author: Anna Kondratova -legacyId: 4491 ---- -# Make Text Bold -To apply bold formatting to a specific portion of the text, do the following: -1. Select the text that you want to make bold. -2. Click the **Bold** ![ASPxHtmlEditor-Buttons-Bold](../../../images/img7400.png) button or press Ctrl+B. - -![ASPxHtmlEditor-WorkingWithText-BoldSample](../../../images/img7409.png) - -To remove bold formatting from the text, select the required bold-formatted part of the text, and click the button again. - -To type bold formatted text, click the **Bold** ![ASPxHtmlEditor-Buttons-Bold](../../../images/img7400.png) button. To stop bold formatting, click the button again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/make-text-superscript-or-subscript-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/make-text-superscript-or-subscript-in-html-editor.md deleted file mode 100644 index 621ab91fa5..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/make-text-superscript-or-subscript-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Make Text Superscript or Subscript -author: Anna Kondratova -legacyId: 4497 ---- -# Make Text Superscript or Subscript -To apply superscript or subscript style to text, select the required characters and click the **Superscript** or **Subscript** button. - -![ASPxHtmlEditor-WorkingWithText-SuperscriptAndSubscript](../../../images/img7419.png) - -To clear this text formatting, select the required portion of the text and click the corresponding formatting button again. - -To type superscript or subscript text, press the corresponding button. To stop formatting, press the button again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/remove-formatting-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/remove-formatting-in-html-editor.md deleted file mode 100644 index 0ce9589127..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/remove-formatting-in-html-editor.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Remove Formatting -author: Anna Kondratova -legacyId: 4496 ---- -# Remove Formatting - -To remove text formatting from a specific portion of the text, do the following. -1. Select the text. -2. Click the **Remove Formatting** button (![ASPxHtmlEditor-Buttons-RemoveFormatting](../../../images/img7418.png)). \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/formatting-text/underline-text-in-html-editor.md b/interface-elements-for-web/articles/html-editor/formatting-text/underline-text-in-html-editor.md deleted file mode 100644 index 8c7b58e720..0000000000 --- a/interface-elements-for-web/articles/html-editor/formatting-text/underline-text-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Underline Text -author: Anna Kondratova -legacyId: 4498 ---- -# Underline Text -To apply underlined formatting to a specific portion of the text, do the following: -1. Select the required part of the text (or the whole text). -2. Click the **Underline** ![ASPxHtmlEditor-Buttons-Underline](../../../images/img7402.png) button or press Ctrl+U. - -![ASPxHtmlEditor-WorkingWithText-UnderlineSample](../../../images/img7414.png) - -To remove underline formatting from the text (which is already underlined), repeat the actions described above. - -To type underlined text click the **Underline** ![ASPxHtmlEditor-Buttons-Underline](../../../images/img7402.png) button. To stop underlining, click this button again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/context-menu.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/context-menu.md deleted file mode 100644 index 19227307e5..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/context-menu.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Context Menu -author: Svetlana Nikulina -legacyId: 11833 ---- -# Context Menu -A **Context menu** is displayed when you right-click the content (text, image, table, etc.) in the editor. - -A context menu can be invoked only in the editor's Design and HTML [view modes](view-modes.md). - -![ASPxHtmlEditor-DesignView](../../../images/img11322.png) - -## Context Menu Commands -The context menu contains the following commands. - -| Command | Description | -|---|---| -| **Commands available in Design view** | -| Cut | Cuts the selection to the clipboard. (See the note below the table) | -| Copy | Copies the selection to the clipboard. (See the note below the table) | -| Paste | Pastes content from the clipboard to the current cursor position. (See the note below the table) | -| Select All | Selects all editor content. | -| Unlink | Removes the current link element. | -| Change Link... | Invokes the **Change Link** dialog for the current link. | -| Change Image... | Invokes the **Change Image** dialog for the current image. | -| Change Audio... | Invokes the **Change Audio** dialog for the current audio element. | -| Change Video... | Invokes the **Change Video** dialog for the current video element. | -| Change Flash... | Invokes the **Change Flash** dialog for the current flash element. | -| Change YouTube Video... | Invokes the **Change YouTube Video** dialog for the current YouTube video element. | -| Change Placeholder... | Invokes the **Change Placeholder** dialog for the current placeholder. | -| Table Properties... | Invokes the **Table Properties** dialog for the current table. | -| Row Properties... | Invokes the **Row Properties** dialog for the current row. | -| Column Properties... | Invokes the **Column Properties** dialog for the current column. | -| Cell Properties... | Invokes the **Cell Properties** dialog for the current cell. | -| Insert Table | Insert a new table | -| Insert Row Above | Inserts a table row above the current one. | -| Insert Row Below | Inserts a table row below the current one. | -| Insert Column to the Left | Inserts a table column to the left of the current one. | -| Insert Column to the Right | Inserts a table column to the right of the current one. | -| Split Horizontally | Splits the current cell horizontally into two cells. | -| Split Vertically | Splits the current cell vertically into two cells. | -| Merge Right | Merges the current table cell with the right one. | -| Merge Down | Merges the current table cell with the bottom one. | -| Delete Table | Deletes the current table. | -| Delete Row | Deletes the current table row. | -| Delete Column | Deletes the current table column. | -| **Commands available in the HTML view** | -| Outdent | Decrease an indent for the current paragraph. | -| Indent | Increase an indent for the current paragraph. | -| Comment | Comments the selected code lines. | -| Uncomment | Uncomments the selected HTML. | -| Format Document | Formats the HTML document. | -| Collapse Tag | Collapses the current tag. | -| Expand Tage | Expands the current tag. | - -Default command visibility is switched based on the currently selected element. - -> [!NOTE] -> Some browsers (e.g., Firefox, Chrome) do not allow scripts to work with the clipboard for security reasons. Therefore, the Cut, Copy, and Paste commands are removed from the context menu for these browsers. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/ribbon.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/ribbon.md deleted file mode 100644 index 77bf0b97d0..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/ribbon.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Ribbon -author: Svetlana Nikulina -legacyId: 11827 ---- -# Ribbon -The **Ribbon** is a set of items which perform common tasks in HTML content editing and formatting, grouped by functionality. Most ribbon items work in the same manner as in Microsoft Word. - -![Ribbon](../../../images/img22844.png) - -HTML Editor provides the following ribbon tabs that contain predefined sets of ribbon items, grouped by functionality. -* **Home** tab contains items that provide quick shortcuts to many frequently used operations (such as clipboard operations, undo/redo operations, changing the text's font and style, etc.) -* **Insert** tab contains items that provide access to the link dialogs, image dialogs, and insert table button. -* **View** tab contains an item allowing you to switch the editor to full-screen mode. -* **Layout** context tab contains table-related items and is displayed when a selection is in a table. - -> [!NOTE] -> Some buttons and functionality may be unavailable in your application. This is the choice of the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/search-panel.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/search-panel.md deleted file mode 100644 index bf2c29d7d7..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/search-panel.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Search Panel -author: Svetlana Nikulina -legacyId: 7822 ---- -# Search Panel -The **Search Panel** allows you to search text and navigate through search results. - -To invoke the panel, press the CTRL+F keys. - -![ASPxHtmlEditor-SearchPanel](../../../images/img11271.png) - -Type the search text in the edit box. The search panel automatically searches the text and highlights the results. You can clear the search text by clicking the **Clear Button**. - -The number of search results is displayed in the edit box near the **Clear Button**. You can navigate through the results using the **Previous Search Result** and **Next Search Result** buttons. - -To close the **Search Panel**, click the **Close Button**. - -The **Find and Replace Dialog Button** invokes the [Find and Replace Dialog](../find-and-replace-dialog/find-and-replace-dialog.md) that allows you to replace the search results with a custom text. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/tag-inspector.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/tag-inspector.md deleted file mode 100644 index 2079451dd5..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/tag-inspector.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Tag Inspector -author: Svetlana Nikulina -legacyId: 114193 ---- -# Tag Inspector -The **Tag Inspector** allows you to navigate through a tag hierarchy, remove tags, and customize tag properties using the **Tag Properties Editor**. - -![TagInspector](../../../images/img118344.png) - -Hover a tag in the **Tag Inspector** to highlight the corresponding tag in the editor content. - -![TagInspector_Selection](../../../images/img118335.png) - -Click a tag in the **Tag Inspector** to select the corresponding tag in the editor content. - -Click the **Delete Element** button to delete the current element in the editor's content. - -![EUD_HtmlEditor_DeleteElement](../../../images/img118578.png) - -Click the **Change Element Properties** button to invoke a dialog that will allow you to change the properties of the current element. - -![EUD_HtmlEditor_ChangeElementProperties](../../../images/img118579.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/toolbar.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/toolbar.md deleted file mode 100644 index 6cc320f852..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/toolbar.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Menu Toolbar -author: Svetlana Nikulina -legacyId: 5601 ---- -# Menu Toolbar -The **Menu toolbar** is a set of buttons, which perform common tasks in HTML content editing and formatting. Most toolbar buttons work in the same manner as in Microsoft Word. - -![ASPxHtmlEditor-Toolbars](../../../images/img7357.png) - -Each standard toolbar button has its own tooltip, invoked while the button is hovered with the mouse cursor. Some buttons have a selected mode, which indicates the active state of the button. - -![ASPxHtmlEditor-toolbarbuttonhovering](../../../images/img7359.png) - -> [!NOTE] -> Some buttons and functionality may be unavailable in your application. This is the choice of the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/view-modes.md b/interface-elements-for-web/articles/html-editor/html-editor-user-interface/view-modes.md deleted file mode 100644 index db7d2d5af2..0000000000 --- a/interface-elements-for-web/articles/html-editor/html-editor-user-interface/view-modes.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: View Modes -author: Svetlana Nikulina -legacyId: 11832 ---- -# View Modes -The HTML Editor can operate in three modes: [Design mode](#designmode), [HTML mode](#htmlmode), and [Preview mode](#previewmode). You can switch between modes by using the tab headers. - -![ASPxHtmlEditor - overview](../../../images/img7358.png) - -## Design Mode -**Design Mode** allows you to modify editor content using various design tools, and instantly see the results. - -In this view, the editor can display the following elements. -* [Toolbar](toolbar.md) or [Ribbon](ribbon.md) -* [Context Menu](context-menu.md) -* [Tag Inspector](tag-inspector.md) - -![ASPxHtmlEditor-DesignView](../../../images/img11322.png) - -## HTML Mode -**HTML Mode** allows you to modify editor content using HTML markup. - -![ASPxHtmlEditor-HtmlView](../../../images/img11328.png) - -## Preview Mode -**Preview Mode** allows you to view editor content as a regular webpage. - -![ASPxHtmlEditor-Preview](../../../images/img11333.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/check-spelling-in-html-editor.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/check-spelling-in-html-editor.md deleted file mode 100644 index 92d9cadd48..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/check-spelling-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Check Spelling -author: Anna Kondratova -legacyId: 5360 ---- -# Check Spelling -Click the **Check spelling** ( ![ASPxHtmlEditor-Buttons-CheckSpelling](../../../images/img8903.png)) button to check the editor text content spelling. If the text contains spelling errors, the following dialog box allows you to preview, correct or ignore them. - -![ASPxHtmlEditor-CheckSpellingDialog](../../../images/img8912.png) - -After the entire text has been scanned, the following window is shown. - -![ASPxHtmlEditor-CheckSpellingCompleteWindow](../../../images/img8913.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/clipboard-operations-in-html-editor.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/clipboard-operations-in-html-editor.md deleted file mode 100644 index 53f73b5ab3..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/clipboard-operations-in-html-editor.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Clipboard Operations -author: Anna Kondratova -legacyId: 4452 ---- -# Clipboard Operations -Any part of the editor's content (images, tables or other content) can be cut, copied or pasted. The following table lists keyboard shortcuts and editor buttons providing this functionality. - - -| Editor's Button | Shortcut | Description | -|---|---|---| -| ![ASPxHtmlEditor-Buttons-Copy](../../../images/img7391.png) **Copy** | CTRL+C, CTRL+INS | Copies the selected content to the clipboard. | -| ![ASPxHtmlEditor-Buttons-Cut](../../../images/img7390.png) **Cut** | CTRL+X, SHIFT+DEL | Cuts the selected content to the clipboard. | -| ![ASPxHtmlEditor-Buttons-Paste](../../../images/img7392.png) **Paste** | CTRL+V, SHIFT+INS | Pastes the selected content to the editor. This action is available if the clipboard is not empty. | -| ![ASPxHtmlEditor-Buttons-PasteFromWord](../../../images/img10317.png) **Paste From Word** | None | Pastes the copied content from Word to the editor. This action is available if the clipboard is not empty. | - -> [!NOTE] -> The copy and cut operations place the copied or cut content onto the clipboard, replacing the existing content. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/export-html-editor-content-to-various-documents-formats.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/export-html-editor-content-to-various-documents-formats.md deleted file mode 100644 index e56c64e4fb..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/export-html-editor-content-to-various-documents-formats.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Export Content to Various Documents Formats -author: Alexey Kazakov -legacyId: 11350 ---- -# Export Content to Various Documents Formats -To export a document, invoke a dropdown menu with the list of available document formats. - -![ASPxHtmlEditor_choose_export.png](../../../images/img16462.png) - -Choose the required format for export from the list. The available formats are: -* Rich Text (.rtf) -* Office Open XML (.docx) -* MIME HTML (.mht) -* Open Document (.odt) -* Plain Text (.txt) -* Portable Document (.pdf). -![ASPxHtmlEditor_exporting](../../../images/img16461.png) - -Click **Save** on the invoked web browser's **File Download** dialog. - -![ASPxHtmlEditor_save_export.png](../../../images/img16463.png) - -Define a path for the exported document in the invoked **Save As** dialog, and click **Save**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/printing-html-editor-content.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/printing-html-editor-content.md deleted file mode 100644 index 81db5b3253..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/printing-html-editor-content.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Printing Content -author: Anna Kondratova -legacyId: 5358 ---- -# Printing Content -To print the editor's content, click the **Print** (![ASPxHtmlEditor-Buttons-Printing](../../../images/img8901.png)) button or press CTRL+P keys. - -![ASPxHtmlEditor-Printig](../../../images/img8902.png) - -This invokes the standard print dialog, where you can specify required print settings. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/repeat-and-undo-actions-in-html-editor.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/repeat-and-undo-actions-in-html-editor.md deleted file mode 100644 index 56ef315bd2..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/repeat-and-undo-actions-in-html-editor.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Repeat and Undo Actions -author: Anna Kondratova -legacyId: 4542 ---- -# Repeat and Undo Actions -The editor keeps track of all user actions, and allows you to undo or repeat them. The following table lists editor buttons and keyboard shortcuts providing this functionality. - -| Button | Shortcut | Description | -|---|---|---| -| ![ASPxHtmlEditor-Buttons-UndoButton](../../../images/img9162.png) **Undo** | CTRL+Z | Reverses the last operation. | -| ![ASPxHtmlEditor-Buttons-RedoButton](../../../images/img9163.png) **Redo** | CTRL+Y | Reverses the last "Undo" operation. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/shortcuts.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/shortcuts.md deleted file mode 100644 index 8eb4f9c554..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/shortcuts.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Shortcuts -author: Svetlana Nikulina -legacyId: 114192 ---- -# Shortcuts -HTML Editor provides the following shortcuts. - -| Shortcut | Description | -|---|---| -| Ctrl+A | Selects the entire content | -| Ctrl+B | Applies bold formatting to the selected text | -| Ctrl+C | Copies the selection | -| Ctrl+E | Justifies text center | -| Ctrl+F | Shows [Search Panel](../html-editor-user-interface/search-panel.md) | -| Ctrl+G | Invokes the [Insert Image Dialog](../working-with-images/insert-an-image-in-html-editor.md) | -| Ctrl+H | Invokes the [Find and Replace Dialog](../find-and-replace-dialog/find-and-replace-dialog.md) | -| Ctrl+I | Applies italic formatting to the selected text | -| Ctrl+J | Justifies text | -| Ctrl+K | Invokes the [Insert Link Dialog](../working-with-hyperlinks/create-a-hyperlink-in-html-editor.md) for the selection | -| Ctrl+L | Justifies text left | -| Ctrl+P | Prints the editor's content | -| Ctrl+R | Justifies text right | -| Ctrl+U | Underlines the selected text | -| Ctrl+V | Pastes content from the clipboard | -| Ctrl+X | Cuts the selection | -| Ctrl+Y | Redoes the last undone action | -| Ctrl+Z | Undoes the last action | -| Ctrl+Ins | Copies the selection | -| Ctrl+Space | Shows intellisense (for [Html View](../html-editor-user-interface/view-modes.md)) | -| Ctrl+Shift+K | Unlinks the selection | -| Shift+Del | Cuts the selection | -| Shift+Ins | Pastes content from the clipboard | -| F11 | Activates/deactivates the full-screen mode | \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/sizing-and-full-screen-mode.md b/interface-elements-for-web/articles/html-editor/miscellaneous-operations/sizing-and-full-screen-mode.md deleted file mode 100644 index 0d9903c241..0000000000 --- a/interface-elements-for-web/articles/html-editor/miscellaneous-operations/sizing-and-full-screen-mode.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Sizing and Full-Screen Mode -author: Svetlana Nikulina -legacyId: 9352 ---- -# Sizing and Full-Screen Mode -* To resize an HTML Editor place the mouse pointer over the size grip, press the left mouse button and drag the editor's scope to the required size. -* To switch to full-screen mode, click the **Full Screen Mode** ![ASPxHtmlEditor_FullScreenButton](../../../images/img13288.png) button or press F11 while the HTML Editor has focus. Note that this mode is in effect for the Design View only. - -![ASPxHtmlEditor-FullScreen](../../../images/img11279.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/paste-formatting.md b/interface-elements-for-web/articles/html-editor/paste-formatting.md deleted file mode 100644 index a94ee3580e..0000000000 --- a/interface-elements-for-web/articles/html-editor/paste-formatting.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Paste Formatting -author: Svetlana Nikulina -legacyId: 17903 ---- -# Paste Formatting -To change the format of the pasted HTML content, click the buttons that appear at the top right corner of the editor once content is pasted. -* **Keep Source Formatting** button retains the format of the pasted content. -* **Merge Formatting** button discards format of the pasted content. However, emphasis formatting, such as bold and italic text, is retained. -* **Keep Plain Text** button discards format of the pasted content and non-text elements (such as pictures or tables). -![EUD_HtmlEditor_optionsButtons](../../images/img25487.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-audio-files/audio-settings.md b/interface-elements-for-web/articles/html-editor/working-with-audio-files/audio-settings.md deleted file mode 100644 index 417a5fcf41..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-audio-files/audio-settings.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Audio Settings -author: Svetlana Nikulina -legacyId: 17971 ---- -# Audio Settings -When you [insert](insert-an-audio-into-html-editor.md) or [modify](modify-audio-settings-in-html-editor.md) audio in an HTML Editor, you can customize the audio player settings. - -To display the settings section in an audio dialog, select the **More options** check box. - -![EUD_HTMLEditor_AudioMoreOptions](../../../images/img25604.png) - -The displayed section contains the following settings, which you can use to customize the audio player. - -## Common Settings Tab -![EUD_HTMLEditor_CommonSettings](../../../images/img25615.png) -* **Width** - specifies the width of the audio player in pixels. -* **Height** - specifies the height of the audio player in pixels. -* **Position** - specifies the position of the audio player. -* **Preload mode** - specifies how the audio file should be loaded when the page loads. - * _None_ - the browser does not load the audio when the page loads. - * _Metadata_ - the browser loads only metadata when the page loads. - * _Auto_ - the browser loads the entire audio when the page loads. -* **Auto Play** - specifies whether or not the audio will automatically start playing. -* **Loop** - specifies whether or not the audio will start over again every time it is finished. -* **Show player controls** - specifies whether or not the audio player controls should be displayed. - -## Style Settings Tab -![EUD_HTMLEditor_StyleSettings](../../../images/img25620.png) -* **Margin top** - specifies the audio player top margin in pixels. -* **Margin bottom** - specifies the audio player bottom margin in pixels. -* **Margin left** - specifies the audio player left margin in pixels. -* **Margin right** - specifies the audio player right margin in pixels. -* **Border width** - specifies the width of the audio player border in pixels. -* **Border color** - specifies the color of the audio player border. -* **Border style** - specifies the style of the audio player border. -* **CSS class** - specifies the CSS class applied to the audio player. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-audio-files/insert-an-audio-into-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-audio-files/insert-an-audio-into-html-editor.md deleted file mode 100644 index e93bb3d5ff..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-audio-files/insert-an-audio-into-html-editor.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Insert an Audio -author: Svetlana Nikulina -legacyId: 17905 ---- -# Insert an Audio -To insert audio into an editor's content, position the mouse pointer on the place in the text where you want to add audio, and click the **Insert Audio** button. - -![EUD_InsertAudioButton](../../../images/img25639.png) - -Define the required parameters of the audio in the invoked **Insert Audio** dialog. - -## Insert an Audio Stored on the Local Machine -* Click the **From your computer** tab in the **Insert Audio** dialog. - - ![EUD_InsertAudio_fromAudio](../../../images/img25643.png) -* Click the **Browse...** button, or edit box, or preview area to invoke **File Upload** dialog. Select the audio file that you want to add and click the **Open** button to upload the audio file to the web server. -* Or you can drag and drop a file to the edit box or preview area to upload the file to the web server. -* Check **More Options** to customize the [audio settings](audio-settings.md) (optional). - - After completing all the steps above, you can preview the audio in the **Insert Audio** dialog. The audio player allows you to listen to the audio before inserting it. -* Click the **OK** button to close the dialog and insert the audio into the editor's content. - -## Insert an Audio from the Predefined Gallery -* Click the **From the gallery** tab in the **Insert Audio** dialog. - - ![EUD_InsertAudio_fromGallery](../../../images/img118703.png) -* Select the audio file that you want to add and click the **OK** button to close the dialog and insert the audio into the editor's content. - -## Insert Audio by Specifying Its URL -* Click the **From the web (URL)** tab in the **Insert Audio** dialog. - - ![EUD_InsertAudio_Dialog](../../../images/img25640.png) -* Type the web address of the audio file in the edit box. -* Check **Save file to server** if you want to upload the audio file to the web server. -* Check **More options** to customize the [audio settings](audio-settings.md) (optional). - - After completing all the steps above, you can preview the audio in the **Insert Audio** dialog. The audio player allows you to listen to the audio before inserting it. -* Click the **OK** button to close the dialog and insert the audio into the editor's content. - -You can [modify audio](modify-audio-settings-in-html-editor.md) after inserting it into the HTML editor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-audio-files/modify-audio-settings-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-audio-files/modify-audio-settings-in-html-editor.md deleted file mode 100644 index 49a169934b..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-audio-files/modify-audio-settings-in-html-editor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Modify Audio Settings -author: Svetlana Nikulina -legacyId: 17961 ---- -# Modify Audio Settings -To modify audio element settings within editor content, do one of the following. -* Double-click the audio element. -* Right-click the audio element and select **Change Audio...** within the invoked context menu. - - ![EUD_HtmlEditor_ChangeAudio1](../../../images/img25566.png) -* Select the audio element and click the **Insert Audio** button. - - ![EUD_HtmlEditor_ChangeAudio2](../../../images/img25567.png) - -The opened **Change Audio** dialog allows you to modify audio element settings. More detailed information is available in the [Insert an Audio Into HTML Editor](insert-an-audio-into-html-editor.md) section. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-flash-files/flash-settings.md b/interface-elements-for-web/articles/html-editor/working-with-flash-files/flash-settings.md deleted file mode 100644 index a353aade4c..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-flash-files/flash-settings.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Flash Settings -author: Svetlana Nikulina -legacyId: 17994 ---- -# Flash Settings -When you [insert](insert-a-flash-into-html-editor.md) or [modify](modify-flash-settings-in-html-editor.md) flash in an HTML Editor, you can customize the flash player settings. - -To display the settings section in a flash dialog, select the **More options** check box. - -![EUD_InsertFlash_MoreOptions](../../../images/img25666.png) - -The displayed section contains the following settings, which you can use to customize the flash player. - -## Common Settings Tab -![EUD_InsertFlash_CommonSettings](../../../images/img25663.png) -* **Width** - specifies the width of the flash player in pixels. -* **Height** - specifies the height of the flash player in pixels. -* **Position** - specifies the position of the flash player. -* **Quality** - specifies the flash rendering quality. - * _Best_ - specifies that a flash will be rendered in the 'best' quality. - * _High_ - specifies that a flash will be rendered in 'high' quality. - * _Auto High_ - specifies that a flash will be rendered in the 'autohigh' quality. - * _Medium_ - specifies that a flash will be rendered in 'medium' quality. - * _Low_ - specifies that a flash will be rendered in 'low' quality. - * _Auto Low_ - specifies that a flash will be rendered in the 'autolow' quality. -* **Auto Play** - specifies whether or not the flash will automatically start playing. -* **Enable flash menu** - specifies whether or not the movie playback controls are available in the flash player context menu. -* **Loop** - specifies whether or not the flash will start over again every time it is finished. -* **Allow fullscreen** - specifies whether or not the flash file can be displayed in full screen mode. - -## Style Settings Tab -![EUD_HTMLEditor_StyleSettings](../../../images/img25620.png) -* **Margin top** - specifies the flash player top margin in pixels. -* **Margin bottom** - specifies the flash player bottom margin in pixels. -* **Margin left** - specifies the flash player left margin in pixels. -* **Margin right** - specifies the flash player right margin in pixels. -* **Border width** - specifies the width of the flash player border in pixels. -* **Border color** - specifies the color of the flash player border. -* **Border style** - specifies the style of the flash player border. -* **CSS class** - specifies the CSS class applied to the flash player. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-flash-files/insert-a-flash-into-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-flash-files/insert-a-flash-into-html-editor.md deleted file mode 100644 index 900d2decf1..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-flash-files/insert-a-flash-into-html-editor.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Insert a Flash -author: Svetlana Nikulina -legacyId: 17967 ---- -# Insert a Flash -To insert a flash into an editor's content, position the mouse pointer on the place in the text where you want to add a flash and click the **Insert Flash** button. - -![EUD_InsertFlash_Button](../../../images/img25647.png) - -Define the required parameters of the flash within the invoked **Insert Flash** dialog. - -## Insert a Flash Stored on the Local Machine -* Click the **From your computer** tab within the **Insert Flash** dialog. - - ![EUD_InsertFlash_fromComp](../../../images/img25655.png) -* Click the **Browse...** button, or edit box, or preview area to invoke **File Upload** dialog. Select the flash file that you want to add and click the **Open** button to upload the flash file to the web server. -* Or you can drag and drop a file to the edit box or preview area to upload the file to the web server. -* Check **More Options** to customize the [flash settings](flash-settings.md) (optional). - - After completing all the steps above, you can preview the flash in the **Insert Flash** dialog. -* Click the **OK** button to close the dialog and insert the flash into the editor's content. - -## Insert a Flash from the Predefined Gallery -* Click the **From the gallery** tab in the **Insert Flash** dialog. - - ![EUD_InsertFlash_Ellipsis](../../../images/img25653.png) -* Select the flash file that you want to add and click the **OK** button to close the dialog and insert the flash into the editor's content. - -## Insert a Flash by Specifying Its URL -* Click the **From the web (URL)** tab in the **Insert Flash** dialog. - - ![EUD_InsertFlash_Dialog](../../../images/img25650.png) -* Type the web address of the flash file in the edit box. -* Check **Save file to server** if you want to upload the flash file to the web server. -* Check **More options** to customize the [flash settings](flash-settings.md) (optional). - - After completing all the steps above, you can preview the flash in the **Insert Flash** dialog. -* Click the **OK** button to close the dialog and insert the flash into the editor's content. - -You can [modify the flash](modify-flash-settings-in-html-editor.md) after inserting it into HTML editor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-flash-files/modify-flash-settings-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-flash-files/modify-flash-settings-in-html-editor.md deleted file mode 100644 index bba1d9d357..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-flash-files/modify-flash-settings-in-html-editor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Modify Flash Settings -author: Svetlana Nikulina -legacyId: 17964 ---- -# Modify Flash Settings -To modify flash element settings within editor content, do one of the following. -* Double-click the flash element. -* Right-click the flash element and select **Change Flash...** within the invoked context menu. - - ![EUD_HtmlEditor_ChangeFlash1](../../../images/img25568.png) -* Select the flash element and click the **Insert Flash** button. - - ![EUD_HtmlEditor_ChangeFlash2](../../../images/img25569.png) - -The opened **Change Flash** dialog allows you to modify flash element settings. More detailed information is available in the [Insert a Flash Into HTML Editor](insert-a-flash-into-html-editor.md) section. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/create-a-hyperlink-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/create-a-hyperlink-in-html-editor.md deleted file mode 100644 index 9129456f03..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/create-a-hyperlink-in-html-editor.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Create a Hyperlink -author: Svetlana Nikulina -legacyId: 4519 ---- -# Create a Hyperlink -## Add a Hyperlink -* Select the text or image that you want to display as a hyperlink and click the **Insert Link** button. -* Or, simply click the **Insert Link** button to create a new text link at the current cursor position. - -![ASPxHtmlEditor-CreateHyperlink](../../../images/img7362.png) - -## Specify Hyperlink Settings -After you've pressed the **Insert Link** button, the **Insert Link** dialog is invoked. The radio button at the top allows you to choose whether you want to enter a URL or an e-mail address. - -### Enter a URL - -![ASPxHtmlEditor-HyperlinkDialog-WWW](../../../images/img7363.png) - -Type a target URL within the edit box or call a built-in [document selector](../../file-manager.md) by clicking the **Browse** button. - -![ASPxHtmlEditor-documentselector.png](../../../images/img16464.png) - -The hyperlink's settings can be customized by using the following parameters: - -| Parameter | Description | -|---|---| -| URL | Specifies the target URL. | -| Text | Specifies the link text. This parameter is not available when creating image links. | -| Tooltip | Specifies the text that will appear in the tooltip when the mouse cursor is placed over the hyperlink. | -| Open in new window | Specifies whether to open the URL in the same window, or new one. | - -**Enter an E-mail Address** - -![ASPxHtmlEditor-HyperlinkDialog-email](../../../images/img7364.png) - -The e-mail's settings can be customized using the following parameters: - -| Parameter | Description | -|---|---| -| Email to | Defines an email address. | -| Subject | Specifies the subject of the email message. | -| Text | Specifies the link text. This parameter is not available when creating image links. | -| Tooltip | Specifies the text that will appear in the tooltip when the mouse cursor is placed over the hyperlink. | - -Click the **OK** or **Cancel** button to save or reject the changes made. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/modify-a-hyperlink-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/modify-a-hyperlink-in-html-editor.md deleted file mode 100644 index 436093c36e..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/modify-a-hyperlink-in-html-editor.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Modify a Hyperlink -author: Anna Kondratova -legacyId: 4520 ---- -# Modify a Hyperlink -To modify a hyperlink, do the following. -1. Select a hyperlink; or place a mouse pointer inside a link if you are going to modify a text hyperlink; or select an image in order to edit an image hyperlink. - - ![ASPxHtmlEditor-selected hyperlink](../../../images/img7375.png) -2. Click the **Insert link** button. Alternatively, you can right-click and select the **Change Link** item within the invoked context menu. - - ![ASPxHtmlEditor-CreateHyperlink](../../../images/img7362.png) -3. Modify the hyperlink's settings within the invoked **Change Link** dialog, according to the type of a hyperlink - text or image hyperlink. Detailed information about the hyperlink's available settings can be obtained from the [Create a Hyperlink](create-a-hyperlink-in-html-editor.md) section. -4. Click **OK** to save the modified hyperlink. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/remove-a-hyperlink-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/remove-a-hyperlink-in-html-editor.md deleted file mode 100644 index c2bca7602e..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-hyperlinks/remove-a-hyperlink-in-html-editor.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Remove a Hyperlink -author: Anna Kondratova -legacyId: 4521 ---- -# Remove a Hyperlink -To remove a hyperlink, do the following. -1. Select a hyperlink; or place a mouse pointer inside a link if you are going to remove a text hyperlink; or select an image in order to remove an image hyperlink. -2. Click the **Remove Link** button. - -![ASPxHtmlEditor-CreateHyperlink](../../../images/img7362.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-images/image-settings.md b/interface-elements-for-web/articles/html-editor/working-with-images/image-settings.md deleted file mode 100644 index 49c7d7d8d6..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-images/image-settings.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Image Settings -author: Svetlana Nikulina -legacyId: 114307 ---- -# Image Settings -When you [insert](insert-an-image-in-html-editor.md) or [modify](modify-an-images-settings-in-html-editor.md) image in an HTML Editor, you can customize the image settings. - -To display the settings section in an image dialog, select the **More options** check box. - -![EUD_InsertImage_MoreOptions](../../../images/img118706.png) - -The displayed section contains the following settings, which you can use to customize the image. - -## Common Settings Tab -![EUD_InsertImage_CommonSettings](../../../images/img118707.png) -* **Size** - specifies if the image is a custom or original size. -* **Width** - specifies the width of the image in pixels (for custom size). -* **Height** - specifies the height of the image in pixels (for custom size). -* **Create thumbnail** - specifies if a thumbnail will be created from the image with the specified size (for custom size). -* **New image name** - specifies a name for the image thumbnail. -* **Position** - specifies the position of the image. -* **Wrap text around image** - specifies whether text should be wrapped around the image. -* **Description** - specifies the image description. - -## Style Settings Tab -![EUD_HTMLEditor_StyleSettings](../../../images/img25620.png) -* **Margin top** - specifies the image top margin in pixels. -* **Margin bottom** - specifies the image bottom margin in pixels. -* **Margin left** - specifies the image left margin in pixels. -* **Margin right** - specifies the image right margin in pixels. -* **Border width** - specifies the width of the image border in pixels. -* **Border color** - specifies the color of the image border. -* **Border style** - specifies the style of the image border. -* **CSS class** - specifies the CSS class applied to the image. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-images/insert-an-image-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-images/insert-an-image-in-html-editor.md deleted file mode 100644 index 306c6bcaec..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-images/insert-an-image-in-html-editor.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Insert an Image -author: Svetlana Nikulina -legacyId: 4535 ---- -# Insert an Image -To insert an image into an editor's content, position the mouse pointer on the place in the text where you want to add an image and click the **Insert Image** button. - -![ASPxHtmlEditor-Image-Insert](../../../images/img7382.png) - -Define the required parameters of the image within the invoked **Insert Image** dialog. - -## Insert an Image Stored on the Local Machine -* Select the **From this computer** radio button within the **Insert Image** dialog. - - ![aspxhtmleditor-insertlocal](../../../images/img7385.png) -* Click the **Browse...** button, or edit box, or preview area to invoke **File Upload** dialog. Select the image file that you want to add and click the **Open** button to upload the image file to the web server. -* Or you can drag and drop a file to the edit box or preview area to upload the file to the web server. -* Check **More Options** to customize the [image settings](image-settings.md) (optional). - - After completing all the steps above, you can preview the image in the **Insert Image** dialog. -* Click the **OK** button to close the dialog and insert the image into the editor's content. - -## Insert an Image from the Predefined Gallery -* Click the **From the gallery** tab in the **Insert Image** dialog. - - ![EUD_InsertImage_fromGallery](../../../images/img25641.png) -* Select the image that you want to add and click the **OK** button to close the dialog and insert the image into the editor's content. - -## Insert an Image by Specifying Its URL -* Click the **From the web (URL)** tab in the **Insert Image** dialog. - - ![ASPxHtmlEditor-Insertdialog](../../../images/img7384.png) -* Type the web address of the image file in the edit box. -* Check **Save file to this server** if you want to upload the image to the web server. -* Check **More options** to customize the [image settings](image-settings.md) (optional). - - After completing all the steps above, you can preview the image in the **Insert Image** dialog. -* Click the **OK** button to close the dialog and insert the image into the editor's content. - -You can [modify the image](modify-an-images-settings-in-html-editor.md) after inserting it into the HTML editor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-images/modify-an-images-settings-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-images/modify-an-images-settings-in-html-editor.md deleted file mode 100644 index 7a8b737165..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-images/modify-an-images-settings-in-html-editor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Modify an Image's Settings -author: Svetlana Nikulina -legacyId: 4538 ---- -# Modify an Image's Settings -To modify an image's settings within the editor's content, do one of the following. -* Double-click the image. -* Right-click on the image and select **Change Image** within the invoked context menu. - - ![ASPxHtmlEditor-Images-Modifying-ContextMenu](../../../images/img7389.png) -* Select the image and click the **Insert Image** button. - - ![ASPxHtmlEditor-Images-Modifying-Button](../../../images/img7388.png) - -The opened **Change Image** dialog allows you to modify the image's settings. More detailed information about modifying image settings is available in the [Insert an Image in HTML Editor](insert-an-image-in-html-editor.md) section. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-tables/create-a-table-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-tables/create-a-table-in-html-editor.md deleted file mode 100644 index febbf29a22..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-tables/create-a-table-in-html-editor.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Create a Table -author: Anna Kondratova -legacyId: 6993 ---- -# Create a Table -## Create a Table -Place a mouse pointer where you want to create a table. Click the ![ASPxHtmlEditor-Buttons-InsertTable](../../../images/img10324.png) button. - -![ASPxHtmlEditor-TableSupport-InsertTable](../../../images/img10326.png) - -## Specify Table Settings -Pressing the **Insert Table** button invokes the **Insert Table** dialog. - -![ASPxHtmlEditor-TableSupport-TableSettings](../../../images/img10325.png) - -The invoked window provides a set of parameters to customize a table's settings. -* **Table Size** - - These settings are used to specify the row/column count and the table's width and height. -* **Layout** - - This section contains settings useful for customizing the table's layout (paddings, alignment). -* **Appearance** - - These settings are used to customize the table's background color and borders size and color. - -Check the **Accessibility** to enable accessibility compliance for the table. - -Click the **OK** or **Cancel** button to save or reject the changes. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-tables/modify-a-table-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-tables/modify-a-table-in-html-editor.md deleted file mode 100644 index 2f880a4ecd..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-tables/modify-a-table-in-html-editor.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Modify a Table -author: Anna Kondratova -legacyId: 6999 ---- -# Modify a Table -You can modify a table by changing its properties, adding/deleting a row or column, etc. - -## Changing Table Properties -To modify a table's (and its rows, columns and cells) properties, select a table (a row, column, cell) and click one of the following buttons: - -| Command | Button | Description | -|---|---|---| -| **Table Properties** | ![ASPxHtmlEditor-Buttons-TableProperties](../../../images/img10327.png) | Use this command to modify the table's properties (size, layout, appearance). | -| **Row Properties** | ![ASPxHtmlEditor-Buttons-RowProperties](../../../images/img10328.png) | Use this command to modify a row's alignment, size and appearance. | -| **Column Properties** | ![ASPxHtmlEditor-Buttons-ColumnProperties](../../../images/img10329.png) | Use this command to modify a column's alignment, size and appearance. | -| **Cell Properties** | ![ASPxHtmlEditor-Buttons-CellProperties](../../../images/img10330.png) | Use this command to modify a cell's alignment and appearance. | - -Each button click invokes the specified window for modifying a table, row, column or cell. When complete, click the **OK** button to save the changes. - -## Inserting Rows and Columns -Select a cell of the required row, and click the **Insert Row Above** ![ASPxHtmlEditor-Buttons-InsertRowAbove](../../../images/img10331.png) or **Insert Row Below** ![ASPxHtmlEditor-Buttons-InsertRowBelow](../../../images/img10332.png) button to insert a new row above or below the specified row. - -To insert a new column to right or to the left from the selected column, click the corresponding **Insert Column to the Left** ![ASPxHtmlEditor-Buttons-InsertColumnLeft](../../../images/img10338.png) or **Insert Column to the Right** ![ASPxHtmlEditor-Buttons-InsertColumnRight](../../../images/img10339.png) button. - -## Splitting -You can split a cell vertically or horizontally by using the **Split Vertically** ![ASPxHtmlEditor-Buttons-SplitVertically](../../../images/img10340.png) or the **Split Horizontally** ![ASPxHtmlEditor-Buttons-SplitHorizontally](../../../images/img10341.png) button. - -## Merging -To merge two cells to the right or down use the **Merge Right** ![ASPxHtmlEditor-Buttons-MergeRight](../../../images/img10342.png) or **Merge Down** ![ASPxHtmlEditor-Buttons-MergeDown](../../../images/img10343.png) button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-tables/remove-a-table-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-tables/remove-a-table-in-html-editor.md deleted file mode 100644 index 89df2ba52a..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-tables/remove-a-table-in-html-editor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Remove a Table -author: Anna Kondratova -legacyId: 6997 ---- -# Remove a Table -You can remove a table or its elements from the HTML Editor by using the following buttons: - -| Command | Button | Description | -|---|---|---| -| **Delete Table** | ![ASPxHtmlEditor-Buttons-DeleteTable](../../../images/img10334.png) | Removes a table from the HTML Editor. | -| **Delete Row** | ![ASPxHtmlEditor-Buttons-DeleteRow](../../../images/img10335.png) | Removes the specified row and automatically shifts other rows up. | -| **Delete Column** | ![ASPxHtmlEditor-Buttons-DeleteColumn](../../../images/img10336.png) | Removes the specified column and automatically shifts other columns to the left. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-video-files/insert-a-video-into-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-video-files/insert-a-video-into-html-editor.md deleted file mode 100644 index 64944c40e1..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-video-files/insert-a-video-into-html-editor.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Insert a Video Into -author: Svetlana Nikulina -legacyId: 17968 ---- -# Insert a Video Into -To insert video into an editor's content, position the mouse pointer on the place in the text where you want to add video and click the **Insert Video** button. - -![EUD_InsertVideo_Button](../../../images/img25648.png) - -Define the required parameters of the video within the invoked **Insert Video** dialog. - -## Insert an Video Stored on the Local Machine -* Click the **From your computer** tab in the **Insert Video** dialog. - - ![EUD_InsertVideo_fromComp](../../../images/img25656.png) -* Click the **Browse...** button, or edit box, or preview area to invoke **File Upload** dialog. Select the video file that you want to add and click the **Open** button to upload the video file to the web server. -* Or you can drag and drop a file to the edit box or preview area to upload the file to the web server. -* Check **More Options** to customize the [video settings](video-settings.md) (optional). - - After completing all the steps above, you can preview the video in the **Insert Video** dialog. -* Click the **OK** button to close the dialog and insert the video into the editor's content. - -## Insert an Video from the Predefined Gallery -* Click the **From the gallery** tab in the **Insert Video** dialog. - - ![EUD_InsertVideo_fromGallery](../../../images/img25654.png) -* Select the video file that you want to add and click the **OK** button to close the dialog and insert the video into the editor's content. - -## Insert an Video by Specifying Its URL -* Click the **From the web (URL)** tab in the **Insert Audio** dialog. - - ![EUD_InsertVideo_Dialog](../../../images/img25651.png) -* Type the web address of the video file in the edit box. -* Check **Save file to server** if you want to upload the video file to the web server. -* Check **More options** to customize the [video settings](video-settings.md) (optional). - - After completing all the steps above, you can preview the video in the **Insert Audio** dialog. The vodeo player allows you to view the video before inserting it. -* Click the **OK** button to close the dialog and insert the video into the editor's content. - -You can [modify video](modify-video-settings-in-html-editor.md) after inserting it into an HTML editor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-video-files/modify-video-settings-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-video-files/modify-video-settings-in-html-editor.md deleted file mode 100644 index a6240f725c..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-video-files/modify-video-settings-in-html-editor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Modify Video Settings -author: Svetlana Nikulina -legacyId: 17965 ---- -# Modify Video Settings -To modify video element settings within editor content, do one of the following. -* Double-click the video element. -* Right-click the video element and select **Change Video...** within the invoked context menu. - - ![EUD_HtmlEditor_ChangeVideo1](../../../images/img25570.png) -* Select the video element and click the **Insert Video** button. - - ![EUD_HtmlEditor_ChangeVideo2](../../../images/img25571.png) - -The opened **Change Video** dialog allows you to modify video element settings. More detailed information is available in the [Insert a Video Into HTML Editor](insert-a-video-into-html-editor.md) section. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-video-files/video-settings.md b/interface-elements-for-web/articles/html-editor/working-with-video-files/video-settings.md deleted file mode 100644 index 2fdbc8d4af..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-video-files/video-settings.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Video Settings -author: Svetlana Nikulina -legacyId: 17997 ---- -# Video Settings -When you [insert](insert-a-video-into-html-editor.md) or [modify](modify-video-settings-in-html-editor.md) video in an HTML Editor, you can customize the video player settings. - -To display the settings section in a video dialog, select the **More options** check box. - -![EUD_InsertVideo_MoreOptions](../../../images/img25667.png) - -The displayed section contains the following settings, which you can use to customize the video player. - -## Common Settings Tab -![EUD_InsertVideo_CommonSettings](../../../images/img25664.png) -* **Width** - specifies the width of the video player in pixels. -* **Height** - specifies the height of the video player in pixels. -* **Position** - specifies the position of the video player. -* **Preload mode** - specifies how the video file should be loaded when the page loads. - * _None_ - the browser does not load the video when the page loads. - * _Metadata_ - the browser loads only metadata when the page loads. - * _Auto_ - the browser loads the entire video when the page loads. -* **Poster URL** - specifies an image to be displayed while the video is being downloaded or until a user clicks the play button. If the poster is not specified, the first frame of the video will be used. -* **Auto Play** - specifies whether or not the video will automatically start playing. -* **Loop** - specifies whether or not the video will start over again every time it is finished. -* **Show player controls** - specifies whether or not the video player controls should be displayed. - -## Style Settings Tab -![EUD_HTMLEditor_StyleSettings](../../../images/img25620.png) -* **Margin top** - specifies the video player top margin in pixels. -* **Margin bottom** - specifies the video player bottom margin in pixels. -* **Margin left** - specifies the video player left margin in pixels. -* **Margin right** - specifies the video player right margin in pixels. -* **Border width** - specifies the width of the video player border in pixels. -* **Border color** - specifies the color of the video player border. -* **Border style** - specifies the style of the video player border. -* **CSS class** - specifies the CSS class applied to the video player. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/insert-a-youtube-video-into-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-youtube-video/insert-a-youtube-video-into-html-editor.md deleted file mode 100644 index 34961a254a..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/insert-a-youtube-video-into-html-editor.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Insert a YouTube Video -author: Svetlana Nikulina -legacyId: 17969 ---- -# Insert a YouTube Video -To insert a YouTube video into an editor's content, position the mouse pointer on the place in the text where you want to add a YouTube video and click the **Insert YouTube Video** button. - -![EUD_InsertYTVideo_Button](../../../images/img25649.png) - -Define the required parameters of the YouTube video in the invoked **Insert YouTube Video** dialog. - -![EUD_InsertYTVideo_Dialog](../../../images/img25652.png) -* Type the web address of the YouTube video in the edit box. Note that the URL should be as follows: http://www.youtube.com/watch?v=videoID -* Check **More options** to customize the [YouTube video settings](youtube-video-settings.md) (optional). - -After completing the steps above, you can preview the YouTube video in the **Insert YouTube Video** dialog. - -Click the **OK** button to close the dialog and insert the YouTube video into the editor's content. - -![EUD_InsertYTVideo_Insert](../../../images/img25659.png) - -You can [modify the YouTube video](modify-youtube-video-settings-in-html-editor.md) after inserting it into an HTML editor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/modify-youtube-video-settings-in-html-editor.md b/interface-elements-for-web/articles/html-editor/working-with-youtube-video/modify-youtube-video-settings-in-html-editor.md deleted file mode 100644 index 657bb0ee1c..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/modify-youtube-video-settings-in-html-editor.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Modify YouTube Video Settings -author: Svetlana Nikulina -legacyId: 17966 ---- -# Modify YouTube Video Settings -To modify YouTube video element settings within editor content, do one of the following. -* Double-click the YouTube video element. -* Right-click the YouTube video element and select **Change YouTube Video...** within the invoked context menu. - - ![EUD_HtmlEditor_ChangeYouTube1](../../../images/img25572.png) -* Select the YouTube video element and click the **Insert YouTube Video** button. - - ![EUD_HtmlEditor_ChangeYouTube2](../../../images/img25573.png) - -The opened **Change YouTube Video** dialog allows you to modify YouTube video element settings. More detailed information is available in the [Insert a YouTube Video Into HTML Editor](insert-a-youtube-video-into-html-editor.md) section. \ No newline at end of file diff --git a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/youtube-video-settings.md b/interface-elements-for-web/articles/html-editor/working-with-youtube-video/youtube-video-settings.md deleted file mode 100644 index fb53d6ffd5..0000000000 --- a/interface-elements-for-web/articles/html-editor/working-with-youtube-video/youtube-video-settings.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: YouTube Video Settings -author: Svetlana Nikulina -legacyId: 17998 ---- -# YouTube Video Settings -When you [insert](insert-a-youtube-video-into-html-editor.md) or [modify](modify-youtube-video-settings-in-html-editor.md) YouTube video in an HTML Editor, you can customize the video player settings. - -To display the settings section in a YouTube video dialog, select the **More options** check box. - -![EUD_InsertYTVideo_MoreOptions](../../../images/img25668.png) - -The displayed section contains the following settings, which you can use to customize the YouTube video player. - -## Common Settings Tab -![EUD_InsertYTVideo_CommonSettings](../../../images/img25665.png) -* **Width** - specifies the width of the YouTube video player in pixels. -* **Height** - specifies the height of the YouTube video player in pixels. -* **Position** - specifies the position of the YouTube video player. -* **Show suggested videos when the video finishes** - specifies whether or not the suggested videos will be displayed when the video finishes. -* **Show player controls** - specifies whether or not the YouTube video player controls should be displayed. -* **Show video title and player actions** - specifies whether or not the information about video is displayed. -* **Enable privacy-enhanced mode** - specifies whether or not YouTube stores information about visitors on your webpage unless they play the video. - -## Style Settings Tab -![EUD_HTMLEditor_StyleSettings](../../../images/img25620.png) -* **Margin top** - specifies the video player top margin in pixels. -* **Margin bottom** - specifies the video player bottom margin in pixels. -* **Margin left** - specifies the video player left margin in pixels. -* **Margin right** - specifies the video player right margin in pixels. -* **Border width** - specifies the width of the video player border in pixels. -* **Border color** - specifies the color of the video player border. -* **Border style** - specifies the style of the video player border. -* **CSS class** - specifies the CSS class applied to the video player. \ No newline at end of file diff --git a/interface-elements-for-web/articles/image-gallery.md b/interface-elements-for-web/articles/image-gallery.md deleted file mode 100644 index fd2a07e1ad..0000000000 --- a/interface-elements-for-web/articles/image-gallery.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Image Gallery -author: Svetlana Nikulina -legacyId: 16831 ---- -# Image Gallery -The Image Gallery displays images as thumbnails, allows you to navigate through them using a [pager](image-gallery/image-gallery-pager.md), and provides the ability to display images in a [fullscreen viewer](image-gallery/fullscreen-viewer.md). - -![ImageGallery](../images/img22781.png) - -Hover an image to display the image description. - -![ImageGallery_Text](../images/img22782.png) - -Click an image to display it in a [fullscreen viewer](image-gallery/fullscreen-viewer.md). - -![ImageGallery_Full](../images/img22783.png) diff --git a/interface-elements-for-web/articles/image-gallery/fullscreen-viewer.md b/interface-elements-for-web/articles/image-gallery/fullscreen-viewer.md deleted file mode 100644 index 3df28f8dd0..0000000000 --- a/interface-elements-for-web/articles/image-gallery/fullscreen-viewer.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Fullscreen Viewer -author: Svetlana Nikulina -legacyId: 16837 ---- -# Fullscreen Viewer -The image gallery **Fullscreen Viewer** displays images in full screen mode and allows you to navigate through them. - -![ImageGallery_Full](../../images/img22783.png) - -Hover the navigation bar marker (![ImageGallery_NavMarker](../../images/img22795.png)) to display a navigation bar. - -![ImageGallery_NavBar](../../images/img22796.png) - -You can navigate through images by clicking the navigation buttons or the image area, or by pressing the arrow keys. You can also use the mouse scroll wheel, or perform a swipe gesture. You can also use the swipe gesture on touch devices. - -## Closing the Fullscreen Viewer -To close the fullscreen viewer, click the **Close** button or press the ESC key. - -![ImageGallery_Close](../../images/img22794.png) - -## Slide Show -The fullscreen viewer can display images in a slide show. To play the slide show, click the **Play** button. To pause the slide show, click the **Pause** button. Note that you can still navigate through images manually, while the slide show is playing. - -![ImageGallery_PlayPause](../../images/img22762.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/image-gallery/image-gallery-pager.md b/interface-elements-for-web/articles/image-gallery/image-gallery-pager.md deleted file mode 100644 index 48e67db22b..0000000000 --- a/interface-elements-for-web/articles/image-gallery/image-gallery-pager.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Image Gallery Pager -author: Svetlana Nikulina -legacyId: 16836 ---- -# Image Gallery Pager -The image gallery pager allows you to navigate through image data pages. It can be displayed at the top, bottom, or top and bottom of the Image Gallery. To navigate to a specific page, click its number in the pager. Additionally, you can use the pager buttons to navigate to the next, previous, first or last page. The current page is highlighted. - -The **Rows per page** menu allows you to select the number of rows to be displayed on the page. - -![ImageGallery_Pager](../../images/img22778.png) - -If the **Show more items...** link is displayed, click it to load more images to the image gallery. - -![ImageGallery_Endless](../../images/img22779.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/image-slider.md b/interface-elements-for-web/articles/image-slider.md deleted file mode 100644 index df6f604133..0000000000 --- a/interface-elements-for-web/articles/image-slider.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Image Slider -author: Svetlana Nikulina ---- -# Image Slider -The Image Slider displays images and enables you to navigate through them. - -![EUD_ImageSlider](../images/img22708.png) - -You can navigate through images as follows: -* Click the navigation buttons -* Click the right or left side of the image -* Press the arrow keys -* Use the mouse scroll wheel -* Use a swipe gesture (mouse or touch devices) - -![ImageSlider_EnablePagingByClick](../images/img18296.gif) - -## Slide Show -You can click **Play** to display images in a slideshow. To pause slide show, click **Pause**. You can also navigate through images while the slide show is playing. - -![EUD_ImageSlider_SlideShow](../images/img22707.png) diff --git a/interface-elements-for-web/articles/image-zoom.md b/interface-elements-for-web/articles/image-zoom.md deleted file mode 100644 index 31880ec3df..0000000000 --- a/interface-elements-for-web/articles/image-zoom.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Image Zoom -author: Svetlana Nikulina -legacyId: 17389 ---- -# Image Zoom -The Image Zoom allows you to examine images in high-res detail. - -Move the pointer over the image to display a window with the image in high-res detail. An image area displayed in high-res details is marked out on the main image. - -![Image Zoom overview5](../images/img23998.png) - -Click the image to display it in a high-res detail in [fullscreen window](image-zoom/fullscreen-window.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/image-zoom/fullscreen-window.md b/interface-elements-for-web/articles/image-zoom/fullscreen-window.md deleted file mode 100644 index a8dcd56418..0000000000 --- a/interface-elements-for-web/articles/image-zoom/fullscreen-window.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Fullscreen Window -author: Svetlana Nikulina -legacyId: 17391 ---- -# Fullscreen Window -Click the [main image](../image-zoom.md) to display it in a high-res detail in **Fullscreen Window**. - -![Image Zoom overview 9](../../images/img24006.png) - -## Closing the Fullscreen Window -To close the **Fullscreen Window** click the close button, or press the ESC key, or click an area behind image. - -![Image Zoom overview 8](../../images/img24025.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/image-zoom/navigation-bar.md b/interface-elements-for-web/articles/image-zoom/navigation-bar.md deleted file mode 100644 index b8cbfc71ac..0000000000 --- a/interface-elements-for-web/articles/image-zoom/navigation-bar.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Navigation Bar -author: Svetlana Nikulina -legacyId: 17397 ---- -# Navigation Bar -The Navigation Bar allows you to fast navigate between images. To change an image, click or move the pointer over a corresponding thumbnail. - -Navigation buttons allows you to navigate among thumbnails. - -![Image Zoom overview 15](../../images/img24024.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/index.md b/interface-elements-for-web/articles/index.md deleted file mode 100644 index 14330998c3..0000000000 --- a/interface-elements-for-web/articles/index.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Interface Elements for Web -author: Alexey Akimov -legacyId: 5646 ---- -# Interface Elements for Web - -> [!Warning] -> This is a pre-built example of documentation. You can download the source code and use it as a white-label documentation according to our [DevExpress End-User Documentation License Agreement](https://github.com/DevExpress/dotnet-eud/blob/master/LICENSE.md). -> -> View source code: [github.com/DevExpress/dotnet-eud](https://github.com/DevExpress/dotnet-eud). - -This documentation provides information on individual User Interface Elements such as grids, navigation panes, data editors, etc. Each element can provide context menus, allow numerous mouse operations and support a number of keyboard shortcuts. - -To obtain information about these features, browse through the table of contents to locate the element you are interested in. -* [Common Activities](common-activities.md) -* [Card View](card-view.md) -* [Charting](charting.md) -* [Data View](data-view.md) -* [Diagram](diagram.md) -* [Docking Panel](docking-panel.md) -* [Editors](editors.md) -* [File Manager](file-manager.md) -* [File Upload Control](file-upload-control.md) -* [Filter Editor](filter-editor.md) -* [Grid](grid.md) -* [HTML Editor](html-editor.md) -* [Image Gallery](image-gallery.md) -* [Image Slider](image-slider.md) -* [Image Zoom](image-zoom.md) -* [Menu](menu.md) -* [Navigation Bar](navigation-bar.md) -* [News Control](news-control.md) -* [Pivot Table](pivot-table.md) -* [Popup Window](popup-window.md) -* [Rating](rating.md) -* [Ribbon](ribbon.md) -* [Rich Text Editor](rich-text-editor.md) -* [Round Panel](round-panel.md) -* [Scheduler](scheduler.md) -* [Spell Checker](spell-checker.md) -* [Splitter](splitter.md) -* [Spreadsheet](spreadsheet.md) -* [Tab Control](tab-control.md) -* [Tree List](tree-list.md) -* [Tree View](tree-view.md) -* [Vertical Grid](vertical-grid.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/menu.md b/interface-elements-for-web/articles/menu.md deleted file mode 100644 index 52acefe371..0000000000 --- a/interface-elements-for-web/articles/menu.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Menu -author: Svetlana Nikulina ---- -# Menu -The Menu enables you to navigate through a website. - -Hover a menu item to display its subitems. If a subitem has an arrow sign (![ASPxMenuArrow](../images/img13320.png)), hover over it to expand its submenu. - -![ASPxMenu](../images/img13319.png) - -**Menu Scrolling** -* [Menu Scrolling](menu/menu-scrolling.md) -* [Responsive Layout](menu/responsive-layout.md) diff --git a/interface-elements-for-web/articles/menu/menu-scrolling.md b/interface-elements-for-web/articles/menu/menu-scrolling.md deleted file mode 100644 index 63018b29fc..0000000000 --- a/interface-elements-for-web/articles/menu/menu-scrolling.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Menu Scrolling -author: Svetlana Nikulina -legacyId: 9383 ---- -# Menu Scrolling -A submenu displays scroll buttons if it does not fit into the visible document area. Use the scroll button to scroll through a submenu. - -![ASPxMenu_Scrolling](../../images/img13300.png) diff --git a/interface-elements-for-web/articles/menu/responsive-layout.md b/interface-elements-for-web/articles/menu/responsive-layout.md deleted file mode 100644 index 7ca4057369..0000000000 --- a/interface-elements-for-web/articles/menu/responsive-layout.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Responsive Layout -author: Svetlana Nikulina ---- -# Responsive Layout - -![Adaptivity_HideShowButtons](../../images/menu-responsive-layout.png) - -The menu can display its items as follows when they do not fit the browser window's width: - -* Move items to a drop-down menu. To show these items, hover the ellipsis button. - -![Adaptivity_HideShowButtons](../../images/menu-responsive-layout-ellipsis.png) - -* Display icons only. When you hover an item, its caption is displayed as a tooltip. - -![Adaptivity_HideShowButtons](../../images/menu-responsive-layout-icons.png) - -* Orientate vertically and hide items under the hamburger button. You can click this button to show vertical side-menu. - -![Adaptivity_HideShowButtons](../../images/menu-responsive-layout-side-menu.png) diff --git a/interface-elements-for-web/articles/navigation-bar.md b/interface-elements-for-web/articles/navigation-bar.md deleted file mode 100644 index 20a0e7cd43..0000000000 --- a/interface-elements-for-web/articles/navigation-bar.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Navigation Bar -author: Svetlana Nikulina -legacyId: 16826 ---- -# Navigation Bar -The Navigation Bar is used to navigate through items. Items are separated into groups. Click the expand/collapse button, or a group header, to expand and collapse a group. - -![EUD_NavBar](../images/img22676.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/news-control.md b/interface-elements-for-web/articles/news-control.md deleted file mode 100644 index cf535be746..0000000000 --- a/interface-elements-for-web/articles/news-control.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: News Control -author: Alexey Kazakov -legacyId: 17405 ---- -# News Control -The News Control displays news in a list-based view. Click **Details** to open a page with a required article. - -![News Control Pager](../images/img24050.png) - -## News Control Pager -The news control pager allows you to navigate through news pages. To navigate to a specific page, click its number in the pager. Additionally, you can use the pager buttons to navigate to the next, previous, first or last page. The current page is highlighted. - -The **Page size** menu allows you to select the number of news articles on the page. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table.md b/interface-elements-for-web/articles/pivot-table.md deleted file mode 100644 index 2a47e374c5..0000000000 --- a/interface-elements-for-web/articles/pivot-table.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Pivot Table -author: Natalia Kazakova -legacyId: 4855 ---- -# Pivot Table -The **Pivot Table** is a data bound control that provides maximum capabilities for organizing, summarizing and analyzing your business data. - -![EU_ASPxPivotGrid](../images/img118794.png) - -  - -**Data Presentation** -* [Sort Data in Pivot Tables](pivot-table/data-presentation/sort-data-in-pivot-tables.md) - - Describes how you can sort field values alphabetically or by summary values displayed in a particular column or row. -* [Filter Data in Pivot Tables](pivot-table/data-presentation/filter-data-in-pivot-tables.md) - - Provides information on how to filter data by hiding specific rows or columns via filter drop-down lists, and how to provide a more advanced filtering by building a complex filter condition. - -  - -**Layout Customization** -* [Expand and Collapse Groups in Pivot Tables](pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md) - - Provides information on how to expand and collapse field values and field headers. -* [Hide Pivot Table Fields](pivot-table/layout-customization/hide-pivot-table-fields.md) - - Guides you through the process of hiding Pivot Table fields. -* [Display Hidden Pivot Table Fields](pivot-table/layout-customization/display-hidden-pivot-table-fields.md) - - Describes how to display fields that have previously been hidden. -* [Reorder Pivot Table Fields](pivot-table/layout-customization/reorder-pivot-table-fields.md) - - Provides information on how to reorder Pivot Table fields. - -  - -**Field List** -* [Field List Overview](pivot-table/field-list-overview.md) - - Provides basic information about Field Lists. -* [Invoke a Field List](pivot-table/field-list/invoke-a-field-list.md) - - Describes how to invoke a Field List. -* [Defer Pivot Table Updates](pivot-table/field-list/defer-pivot-table-updates.md) - - Describes how to prevent automatic Pivot Table updates and force it to update manually. -* [Change Field List Layout](pivot-table/field-list/change-field-list-layout.md) - - Provides information on how to change the layout of an advanced Field List. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation.md b/interface-elements-for-web/articles/pivot-table/data-presentation.md deleted file mode 100644 index 53a4eaa281..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Data Presentation -author: Natalia Kazakova -legacyId: 11073 ---- -# Data Presentation -This section describes how you can customize data presentation in Pivot Tables. - -The following sections are available. -* [Sort Data in Pivot Tables](data-presentation/sort-data-in-pivot-tables.md) - - Describes how you can sort field values alphabetically or by summary values displayed in a particular column or row. -* [Filter Data in Pivot Tables](data-presentation/filter-data-in-pivot-tables.md) - - Provides information on how to filter data by hiding specific rows or columns via filter drop-down lists, and how to provide a more advanced filtering by building a complex filter condition. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md b/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md deleted file mode 100644 index 2697b4a463..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Filter Data in Pivot Tables -author: Natalia Kazakova -legacyId: 5372 ---- -# Filter Data in Pivot Tables -By default, the Pivot Table processes all records when calculating its values. Data filtering allows you to process only those records that meet your requirements. - -This section explains how to use Filter Windows (for simple filtering) and the Filter Editor (for advanced filtering) to filter Pivot Table data. - -The following sections and topics are available: -* [Filter Data by Field Values](filter-data/filter-data-by-field-values.md) - - This section contains topics that describe how to specify simple filter conditions via Filter Windows. -* [Build Complex Filter Criteria](filter-data/build-complex-filter-criteria.md) - - This topic describes the Filter Editor feature that allows you to build complex filter criteria. diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md b/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md deleted file mode 100644 index a303102ccc..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Build Complex Filter Criteria -author: Natalia Kazakova -legacyId: 11063 ---- -# Build Complex Filter Criteria -Use a **Filter Editor** to build complex filter criteria with an unlimited number of filter conditions, combined by logical operators. - -## Filter Editor - -To invoke the Filter Editor, click an empty space within the Pivot Table header region and select **Show Filter** from the context menu. - -![EU_Filter](../../../../images/img15870.png) - -The Pivot Table synchronizes filters applied in [Filter Windows](filter-data-by-field-values/using-filter-popup-windows.md) and the Filter Editor. You can customize the filter sting or clear it to reset applied filters. - -If you use **classic** mode, a **Prefilter** is available instead. - -Note that the Prefilter does not affect filters applied in Filter Windows. - -To invoke the Prefilter, click an empty space within the Pivot Table header region and select **Show Prefilter** from the context menu. - -![EU_ShowPrefilter](../../../../images/img15872.png) - -## Filter Panel - -After you have built and applied a filter condition, a **Filter Panel** appears at the bottom of the Pivot Table. This panel displays the filter condition. - -![EU_PrefilterPanel](../../../../images/img15871.png) - -The Filter Panel displays a filter expression, a check box used to temporarily enable/disable the filter, and a 'clear' button used to reset the current filter condition. - -To modify a filter condition, open the Filter Editor. In the filter panel, click a filter condition to invoke it. - -For information on the Filter Editor filtering capabilities, see [Filter Editor](../../../filter-editor.md). diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md b/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md deleted file mode 100644 index 525ba7632f..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Filter Data by Field Values -author: Natalia Kazakova -legacyId: 11185 ---- -# Filter Data by Field Values -Filter Popup Windows allow you to configure and apply simple filtering conditions by selecting which values you wish to view, and which you do not. - -Topics in this section describe how to invoke and use Filter Windows. - -The following topics are available: -* [Invoke a Filter Popup Window](filter-data-by-field-values/invoke-a-filter-popup-window.md) - - Shows how to invoke Filter Windows from the Pivot Table and a Field List. -* [Using Filter Popup Windows](filter-data-by-field-values/using-filter-popup-windows.md) - - Describes how to build filter conditions in Filter Popup Windows. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md b/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md deleted file mode 100644 index 644fed383e..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Invoke a Filter Popup Window -author: Natalia Kazakova -legacyId: 11186 ---- -# Invoke a Filter Popup Window -You can invoke a Filter Window from the Pivot Table or from a Field List (to learn about Field Lists, see [Field List Overview](../../../field-list-overview.md)). - -## Invoke a Filter Window from the Pivot Table -Field headers display special buttons used to invoke a Filter Window. - -Click a header's filter button. This invokes the filter dropdown, which lists unique field values. - -![EU_Filtering](../../../../../images/img15868.png) - -## Invoke a Filter Window from a Field List -You can use an advanced Field List to filter field values. - -![EU_ExcelFieldList](../../../../../images/img15860.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../../field-list/invoke-a-field-list.md). - -To open a Filter Window, click the filter button displayed in the field header. - -![EU_FieldListFilter](../../../../../images/img15862.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md b/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md deleted file mode 100644 index 8386bf3354..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Using Filter Popup Windows -author: Natalia Kazakova -legacyId: 11187 ---- -# Using Filter Popup Windows -Depending on the settings made by your application vendor, the Pivot Table can display an individual Filter Window for each field, or an integrated Filter Window for a group of fields. - -This topic describes how to filter data using both types of Filter Windows. - -## Simple Filter Window -A simple Filter Window allows you to hide visible and show previously hidden values of a particular field. - -![EU_StandardFilterWindow](../../../../../images/img16237.png) - -In the Filter Window, uncheck field values that should be hidden and check values that should be visible. Then, click **OK** to close the window and apply the filtering. - -## Hierarchical Filter Window -A hierarchical Filter Window displays values of several fields, arranged in a tree-like manner. - -![EU_HierarchicalFilterWindow](../../../../../images/img16234.png) - -In the Filter Window, uncheck field values that should be hidden and check values that should be visible. - -Use the ![EU_HierarchicalFilterWindow_ExpandButton](../../../../../images/img16236.png) buttons to expand field values and access their child values. To collapse an expanded field value and hide its child values, use the ![EU_HierarchicalFilterWindow_CollapseButton](../../../../../images/img16235.png) button. - -Click **OK** to close the window and apply the filtering. - -## Filtering Indication -If a field's values are filtered, the corresponding filter button is highlighted. - -![ASPxPivotGrid_DataFiltering2](../../../../../images/img8921.png) - -## Removing Filtering -To remove filtering against a specific field, invoke its Filter Window and select **(Show All)**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md b/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md deleted file mode 100644 index ef4fe3d7d9..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Sort Data in Pivot Tables -author: Natalia Kazakova -legacyId: 5373 ---- -# Sort Data in Pivot Tables -This section describes the Pivot Table capabilities used to sort its data by field and summary values. - -Topics in this section: -* [Simple Sorting](sort-data/simple-sorting.md) - - Provides information on how to sort data by field values. -* [Sort Data Using a Field List](sort-data/sort-data-using-a-field-list.md) - - Describes how to use a Field List to sort data. -* [Sort Data by Summaries](sort-data/sort-data-by-summaries.md) - - Describes how to sort data by column or row values. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/simple-sorting.md b/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/simple-sorting.md deleted file mode 100644 index 430a33e498..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/simple-sorting.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Simple Sorting -author: Natalia Kazakova -legacyId: 11058 ---- -# Simple Sorting -Values of dimension fields are always arranged in ascending or descending order. The sort order is indicated by an Up or Down arrow displayed within a corresponding dimension field's header. - -![ASPxPivotGrid_DataSorting](../../../../images/img8922.png) - -To toggle the sort order for a dimension field, click this field's header. - -![EU_HeaderClick](../../../../images/img15859.png) - -You can also sort field values using a Field List or context menu. To learn more, see [Sort Data Using a Field List](sort-data-using-a-field-list.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md b/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md deleted file mode 100644 index 7a4b2877c0..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Sort Data by Summaries -author: Natalia Kazakova -legacyId: 11060 ---- -# Sort Data by Summaries -You can sort values of a particular dimension field by summary values calculated against a specific data field. To do this, right-click a column or row header, and choose a dimension field whose values should be sorted by column/row summary values. A specific indicator marks the column/row whose summary values are used to define the sort order. - -![eud_Pivot_SortBySummary](../../../../images/img9165.png) - -You can sort values of multiple dimension fields against a single column/row. To cancel this sorting, click the same item again, or 'Remove All Sorting' to cancel sorting for all dimension fields. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md b/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md deleted file mode 100644 index df6ff56c9f..0000000000 --- a/interface-elements-for-web/articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Sort Data Using a Field List -author: Natalia Kazakova -legacyId: 11059 ---- -# Sort Data Using a Field List -You can use an advanced Field List to sort field values (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_ExcelFieldList](../../../../images/img15860.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -To toggle the sort order of a field, click its header. - -![EU_ASPxPivotGrid_FieldListSort](../../../../images/img15861.png) - -You can sort data without using a Field List. To learn more, see [Simple Sorting](simple-sorting.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/field-list-overview.md b/interface-elements-for-web/articles/pivot-table/field-list-overview.md deleted file mode 100644 index 70a82d79df..0000000000 --- a/interface-elements-for-web/articles/pivot-table/field-list-overview.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Field List Overview -author: Natalia Kazakova -legacyId: 11069 ---- -# Field List Overview -Pivot Table provides a Field List form used to reorder and hide fields, sort and filter data, etc. For more information on how to invoke a Field List, see [Invoke a Field List](field-list/invoke-a-field-list.md). - -This topic describes Field List visual elements and layout. - -Depending on Pivot Table settings made by your application vendor, Pivot Table can display either a simple or advanced Field List. - -## Simple Field List -The following picture shows a simple Field List. - -![EU_SimpleFieldList_Overview](../../images/img15880.png) - -A simple Field List contains the following visual elements: -* **Hidden Fields Section** - contains headers of fields hidden from Pivot Table. Use it to display hidden fields. - -Use a simple Field List to hide fields from Pivot Table and display hidden fields again. - -For more information on operations available in a simple Field List, refer to the following topics: -* [Hide Fields Using a Field List](layout-customization/hide-fields/hide-fields-using-a-field-list.md) -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) - -## Advanced Field List -The following picture shows an advanced Field List. - -![EU_ExcelFieldList_Overview](../../images/img15879.png) - -An advanced Field List contains the following visual elements: -* **Hidden Fields Section** - contains headers of fields hidden from Pivot Table. Use it to display hidden fields. -* **Filter, Column, Row and Data Area Sections** - contains headers located in respective Pivot Table areas. -* **Defer Updates Check Box** - used to enable/disable automatic Pivot Table updates (see [Defer Pivot Table Updates](field-list/defer-pivot-table-updates.md)). -* **Update Button** - used to force Pivot Table to update (see [Defer Pivot Table Updates](field-list/defer-pivot-table-updates.md)). -* **Layout Button** - used to invoke the _Layout_ menu and change the Field List layout (see [Change Field List Layout](field-list/change-field-list-layout.md)). - -Use an advanced Field List to sort and filter data, reorder and hide visible fields, and show fields that have been hidden. - -For more information on operations available in an advanced Field List, refer to the following topics: -* [Sort Data Using a Field List](data-presentation/sort-data/sort-data-using-a-field-list.md) -* [Invoke a Filter Popup Window](data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md) -* [Hide Fields Using a Field List](layout-customization/hide-fields/hide-fields-using-a-field-list.md) -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) -* [Reorder Fields Using a Field List](layout-customization/reorder-fields/reorder-fields-using-a-field-list.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/field-list/change-field-list-layout.md b/interface-elements-for-web/articles/pivot-table/field-list/change-field-list-layout.md deleted file mode 100644 index b80293cba3..0000000000 --- a/interface-elements-for-web/articles/pivot-table/field-list/change-field-list-layout.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Change Field List Layout -author: Natalia Kazakova -legacyId: 11072 ---- -# Change Field List Layout -By default, an advanced Field List displays a hidden fields section on the top, and four sections that correspond to Pivot Table areas at the bottom (see [Field List Overview](../field-list-overview.md) for details). - -![EU_ExcelFieldList](../../../images/img15860.png) - -You can use the _Layout_ menu to control which sections are displayed and where they are displayed. To do this, click the ![EU_FieldListLayoutButton](../../../images/img15878.png) button and select the required layout from the drop-down menu. - -![EU_FieldListLayout](../../../images/img15864.png) - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/field-list/defer-pivot-table-updates.md b/interface-elements-for-web/articles/pivot-table/field-list/defer-pivot-table-updates.md deleted file mode 100644 index b2e544c94d..0000000000 --- a/interface-elements-for-web/articles/pivot-table/field-list/defer-pivot-table-updates.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Defer Pivot Table Updates -author: Natalia Kazakova -legacyId: 11071 ---- -# Defer Pivot Table Updates -When you perform several sequential operations like hiding, displaying or reordering fields using an advanced Field List, Pivot Table is updated after each operation. - -You can disable automatic Pivot Table updates by checking the **Defer Layout Update** check box. In this instance, use the **Update** button to force Pivot Table to update. - -![EU_FieldListDeferUpdates](../../../images/img15874.png) - -Note that if the **Defer Layout Update** check box is checked, you cannot sort or filter data in the Field List. - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/field-list/invoke-a-field-list.md b/interface-elements-for-web/articles/pivot-table/field-list/invoke-a-field-list.md deleted file mode 100644 index 204859a450..0000000000 --- a/interface-elements-for-web/articles/pivot-table/field-list/invoke-a-field-list.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Invoke a Field List -author: Natalia Kazakova -legacyId: 11070 ---- -# Invoke a Field List -To invoke a Field List, right-click on an empty space within the Pivot Table header region, and select **Show Field List** from the context menu. - -![ASPxPivotGrid_FIeldsChoserMenu](../../../images/img8926.png) - -A simple or advanced Field List (similar to one of those shown below) will be displayed. - -![EU_ExcelFieldList](../../../images/img15860.png)  ![EU_SimpleFieldList](../../../images/img15873.png) - -To learn more about Field Lists, see [Field List Overview](../field-list-overview.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization.md b/interface-elements-for-web/articles/pivot-table/layout-customization.md deleted file mode 100644 index 868dfc16d2..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Layout Customization -author: Natalia Kazakova -legacyId: 11074 ---- -# Layout Customization -This section describes how to customize the Pivot Table layout by expanding and collapsing field values, as well as hiding, displaying and reordering fields. - -The following sections are available. -* [Expand and Collapse Groups in Pivot Tables](layout-customization/expand-and-collapse-groups-in-pivot-tables.md) - - Provides information on how to expand and collapse field values and field headers. -* [Hide Pivot Table Fields](layout-customization/hide-pivot-table-fields.md) - - Guides you through the process of hiding Pivot Table fields. -* [Display Hidden Pivot Table Fields](layout-customization/display-hidden-pivot-table-fields.md) - - Describes how to display fields that have previously been hidden. -* [Reorder Pivot Table Fields](layout-customization/reorder-pivot-table-fields.md) - - Provides information on how to reorder Pivot Table fields. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md b/interface-elements-for-web/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md deleted file mode 100644 index 7cf6b5330a..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Display Hidden Pivot Table Fields -author: Natalia Kazakova -legacyId: 11066 ---- -# Display Hidden Pivot Table Fields -To display hidden fields, use a simple or advanced Field List (to learn more about Field Lists, see [Field List Overview](../field-list-overview.md)). - -![EU_ExcelFieldList](../../../images/img15860.png)  ![EU_SimpleFieldList](../../../images/img15873.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../field-list/invoke-a-field-list.md). - -To display a hidden field, drag-and-drop the field from the Field List onto the required area of Pivot Table. This works for both simple and advanced Field Lists. - -![EU_FieldListShowSimple](../../../images/img15877.png) - -If you are using an advanced Field List, you can display a hidden field by dragging its header from the hidden fields section to the section corresponding to the required Pivot Table area. - -![EU_FieldListShow](../../../images/img15866.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md b/interface-elements-for-web/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md deleted file mode 100644 index 44544083b3..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Expand and Collapse Groups in Pivot Tables -author: Natalia Kazakova -legacyId: 5374 ---- -# Expand and Collapse Groups in Pivot Tables -## Expand/Collapse Values Groups -To expand/collapse value groups, do one of the following. -* Click the corresponding expand button. - - ![ASPxPivotGrid_ExpandFieldGroup](../../../images/img8923.png) -* Right-click a value that has nested values, and select the required Expand or Collapse command from the menu that opens. - - ![ASPxPivotGrid_ExpandFieldGroup2](../../../images/img8924.png) - -## Expand/Collapse Fields -To expand/collapse a group of fields, click a corresponding field expand button. - -![ASPxPivotGrid_ExpandFields](../../../images/img8925.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md b/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md deleted file mode 100644 index db2c9598c8..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Hide Fields Using a Field List -author: Natalia Kazakova -legacyId: 11065 ---- -# Hide Fields Using a Field List -You can use a simple or an advanced Field List to hide fields (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_ExcelFieldList](../../../../images/img15860.png)  ![EU_SimpleFieldList](../../../../images/img15873.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -Then drag and drop a field onto the Field List form. - -![EU_FieldListSimpleHide](../../../../images/img15867.png) - -If you are using an advanced Field List, you can hide a field by dragging its header to the hidden fields area displayed on the Field List top. - -![EU_FieldListHide](../../../../images/img15863.png) - -You can also hide fields using the context menu. To learn more, see [Hide Fields Using the Context Menu](hide-fields-using-the-context-menu.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md b/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md deleted file mode 100644 index 923305f8ec..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Hide Fields Using the Context Menu -author: Natalia Kazakova -legacyId: 11064 ---- -# Hide Fields Using the Context Menu -To hide a field, right-click within its header and select **Hide** within the context menu that opens. - -![ASPxPivotGrid_HideField](../../../../images/img8930.png) - -You can also use a Field List to hide fields. To learn more, see [Hide Fields Using a Field List](hide-fields-using-a-field-list.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-pivot-table-fields.md b/interface-elements-for-web/articles/pivot-table/layout-customization/hide-pivot-table-fields.md deleted file mode 100644 index 1e44c4b87b..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/hide-pivot-table-fields.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Hide Pivot Table Fields -author: Natalia Kazakova -legacyId: 5375 ---- -# Hide Pivot Table Fields -This section describes the Pivot Table capabilities to hide fields. - -Topics in this section: -* [Hide Fields Using the Context Menu](hide-fields/hide-fields-using-the-context-menu.md) - - Provides information on how to use context menus to hide fields. -* [Hide Fields Using a Field List](hide-fields/hide-fields-using-a-field-list.md) - - Describes how to hide fields using a Field List. \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md b/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md deleted file mode 100644 index 74795ed166..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Reorder Fields Using a Field List -author: Natalia Kazakova -legacyId: 11068 ---- -# Reorder Fields Using a Field List -You can use an advanced Field List to reorder fields (to learn more about Field Lists, see [Field List Overview](../../field-list-overview.md)). - -![EU_ExcelFieldList](../../../../images/img15860.png) - -First, invoke a Field List. For information on how to do this, see [Invoke a Field List](../../field-list/invoke-a-field-list.md). - -To reorder fields, drag their headers within or between Field List sections that correspond to different Pivot Table areas. - -![EU_FieldListReorder](../../../../images/img15865.png) - -You can also reorder fields via simple drag-and-drop operations without invoking a Field List. To learn more, see [Simple Fields Reordering](simple-fields-reordering.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md b/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md deleted file mode 100644 index 84253413d2..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Simple Fields Reordering -author: Natalia Kazakova -legacyId: 11067 ---- -# Simple Fields Reordering -To move a field to another position, use drag-and-drop. - -![ASPxPivotGrid_ReorderFields](../../../../images/img8929.gif) - -You can also use a Field List to reorder fields. For more information, see [Reorder Fields Using a Field List](reorder-fields-using-a-field-list.md). \ No newline at end of file diff --git a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md b/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md deleted file mode 100644 index 25901d03ac..0000000000 --- a/interface-elements-for-web/articles/pivot-table/layout-customization/reorder-pivot-table-fields.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Reorder Pivot Table Fields -author: Natalia Kazakova -legacyId: 5376 ---- -# Reorder Pivot Table Fields -This section describes the Pivot Table capabilities to reorder fields. - -The following topics are available: -* [Simple Fields Reordering](reorder-fields/simple-fields-reordering.md) - - Describes how to reorder fields via drag-and-drop and context menus. -* [Reorder Fields Using a Field List](reorder-fields/reorder-fields-using-a-field-list.md) - - Provides information on how to use a Field List to reorder fields. \ No newline at end of file diff --git a/interface-elements-for-web/articles/popup-window.md b/interface-elements-for-web/articles/popup-window.md deleted file mode 100644 index 1006ebd45e..0000000000 --- a/interface-elements-for-web/articles/popup-window.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Popup Window -author: Svetlana Nikulina -legacyId: 16816 ---- -# Popup Window -The Popup Window is a temporary window that appears above an application's main window. It is typically used to display quick reference information. The popup window can be displayed when hovering or clicking a specific element, or it can initially be visible. - -![EUD_Popup1](../images/img22633.gif) - -## Window Resizing and Dragging -If a window displays a size grip, you can use it to resize the window. - -![EUD_Popup2](../images/img22634.png) - -To change the window position, click and hold its header (the cursor will change to a four-directional arrow). Drag the header and drop it to the required position. - -![EUD_Popup4](../images/img22636.png) - -## Header Buttons -![EUD_Popup3](../images/img22635.png) - -A popup window's header can display the following buttons. - -| Button | Description | -|---|---| -| Pin Button | Allows you to pin the window. | -| Refresh Button | Allows you to refresh the window. | -| Collapse Button | Allows you to collapse the window. | -| Maximize Button | Allows you to maximize the window. | -| Close Button | Allows you to close the window. | - -## Closing a Popup Window -Depending on the settings specified by the application vendor, a popup window can be closed in the following ways. -* By clicking the **Close** button -* By moving the cursor out of the window -* By clicking an area outside of the window -* By pressing the ESC key. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rating.md b/interface-elements-for-web/articles/rating.md deleted file mode 100644 index 691ca5d9b0..0000000000 --- a/interface-elements-for-web/articles/rating.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Rating -author: Alexey Kazakov -legacyId: 17435 ---- -# Rating -The Rating allows you to vote for the content. - -To vote, select the desired number of stars. - -> [!NOTE] -> The type of item images depends on your application vendor. - -![Voting](../images/img24198.png) - -Number of stars visualizes the rating. - -![Rating Voting](../images/img24199.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/ribbon.md b/interface-elements-for-web/articles/ribbon.md deleted file mode 100644 index 50beb4f903..0000000000 --- a/interface-elements-for-web/articles/ribbon.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Ribbon -author: Svetlana Nikulina -legacyId: 16829 ---- -# Ribbon -The Ribbon provides a rich toolbar functionality. - -![EUD_Ribbon](../images/img22688.png) - -If a ribbon contains several tabs, click a tab header to switch to the tab and display its items. However, the **File** tab does not contain items. Click it to display the **File** menu. - -Click the ribbon items to perform specific item actions. You can see an item action hint by hovering the item. - -![ASPxRibbon_ItemTooltip](../images/img21377.png) - -Ribbon items are categorized by groups. You can view the group name under the items. When the ribbon has insufficient space to display all of its items, a group can automatically be collapsed. Click the group's button to display the content of the group. - -![EUD_Ribbon_Groups](../images/img22691.png) - -Ribbon groups can display a dialog box launcher, which is an arrow icon located in the bottom right corner of a group. Click the launcher to display a dialog box related to the group. - -![EUD_Ribbon_DBLauncher](../images/img25454.png) - -If an item displays a drop-down button (an arrow), click it to display the item's drop-down menu. - -![EUD_Ribbon_DDItems](../images/img22693.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/ribbon/gallery-bar.md b/interface-elements-for-web/articles/ribbon/gallery-bar.md deleted file mode 100644 index 240fdb789a..0000000000 --- a/interface-elements-for-web/articles/ribbon/gallery-bar.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Gallery Bar -author: Svetlana Nikulina -legacyId: 114194 ---- -# Gallery Bar -The **Gallery Bar** provides a gallery of items that you can select by clicking them. - -![ASPxRibbon_GalleryBarItem](../../images/img118290.png) - -You can scroll items contained in the **Gallery Bar** using the scroll buttons, or invoke the drop-down window containing the items by clicking the pop-out button. - -![ASPxRibbon_GalleryBarPopOut](../../images/img118119.gif) \ No newline at end of file diff --git a/interface-elements-for-web/articles/ribbon/invoke-ribbon-commands.md b/interface-elements-for-web/articles/ribbon/invoke-ribbon-commands.md deleted file mode 100644 index 4f6daa4632..0000000000 --- a/interface-elements-for-web/articles/ribbon/invoke-ribbon-commands.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Invoke Ribbon Commands -author: Dmitry Platonov -legacyId: 116253 ---- -# Invoke Ribbon Commands -To select a specific command, you can click it with the mouse or invoke it via its access key. See below for more information. - -Access keys are associated with each tab and command in the Ribbon. Access keys can be visualized using **key tips**. The key tips are little boxes displaying access keys. To see the key tips, press CTRL+SHIFT+[_access key_]. The access key is defined by your application vendor. Key tips will appear next to the corresponding tabs and commands. - -![ASPxRibbon_KeyboardSupport_Tabs](../../images/img11361.png) - -Access keys can be composed of one, two or three symbols. -If an access key is represented by one symbol, you can invoke the command by pressing the symbol shown in the key tip. -If an access key is represented by two or three symbols, to invoke the command, press the symbols shown in the key tip one after another. - -Initially, when pressing CTRL+SHIFT+[_access key_], key tips are displayed for tabs. - -To invoke key tips for commands within a specific tab, press the access key associated with this tab. -To move from a specific tab back to displaying key tips for all tabs press ESC. - -For example, to display key tips for commands within the **Home** tab (see the image above), press H: - -![ASPxRibbon_KeyboardSupport](../../images/img11382.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/ribbon/minimizing-the-ribbon.md b/interface-elements-for-web/articles/ribbon/minimizing-the-ribbon.md deleted file mode 100644 index 289971d42a..0000000000 --- a/interface-elements-for-web/articles/ribbon/minimizing-the-ribbon.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Minimizing the Ribbon -author: Svetlana Nikulina -legacyId: 16828 ---- -# Minimizing the Ribbon -To minimize a ribbon, use the **Minimize** button displayed in the top right corner of the ribbon. - -![EUD_Ribbon_MinButton](../../images/img22686.png) - -When the ribbon is minimized, it displays a tab header only. Click a tab to display the content of that specific tab. - -![EUD_Ribbon_Minimized](../../images/img22687.png) - -To maximize the ribbon, click the **Minimize** button once again. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor.md b/interface-elements-for-web/articles/rich-text-editor.md deleted file mode 100644 index e0db4f95a7..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor.md +++ /dev/null @@ -1,117 +0,0 @@ ---- -title: Rich Text Editor -author: Anna Kondratova -legacyId: 113794 ---- -# Rich Text Editor -This section describes the capabilities provided by the **Rich Text Editor**. - -![EUD_ASPxRichEdit_MainPicture](../images/img117723.png) - -  - -**Text Editor UI** -* [Editor Elements](rich-text-editor/text-editor-ui/editor-elements.md) -* [Ribbon Interface](rich-text-editor/text-editor-ui/ribbon-interface.md) - -  - -**File Operations** -* [Create a New Document](rich-text-editor/file-operations/create-a-new-document.md) -* [Open a Document](rich-text-editor/file-operations/load-a-document.md) -* [Save a Document](rich-text-editor/file-operations/save-a-document.md) -* [Print a Document](rich-text-editor/file-operations/print-a-document.md) - -  - -**Document Layout and Page Setup** -* [Insert a Page Break](rich-text-editor/document-layout-and-page-setup/insert-a-page-break.md) -* [Divide a Documents into Sections](rich-text-editor/document-layout-and-page-setup/divide-a-documents-into-sections.md) -* [Adjust Page Settings](rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md) -* [Lay Out Text in Columns](rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md) -* [Page Color](rich-text-editor/document-layout-and-page-setup/page-color.md) - -  - -**Viewing and Navigating** -* [Document Views](rich-text-editor/viewing-and-navigating/document-views.md) -* [Show Horizontal Ruler](rich-text-editor/viewing-and-navigating/show-horizontal-ruler.md) -* [Full Screen Mode](rich-text-editor/viewing-and-navigating/full-screen-mode.md) -* [Navigate through a Document](rich-text-editor/viewing-and-navigating/navigate-through-a-document.md) - -  - -**Text Editing** -* [Select Text](rich-text-editor/text-editing/select-text.md) -* [Delete Text](rich-text-editor/text-editing/delete-text.md) -* [Cut, Copy and Paste Editor's Content](rich-text-editor/text-editing/cut-copy-and-paste-editors-content.md) -* [Undo and Redo Last Operations](rich-text-editor/text-editing/undo-and-redo-last-operations.md) - -  - -**Formatting** -* [Format Text](rich-text-editor/formatting/format-text.md) -* [Format Paragraphs](rich-text-editor/formatting/format-paragraphs.md) -* [Using Tabs](rich-text-editor/formatting/using-tabs.md) -* [Using Indents](rich-text-editor/formatting/using-indents.md) -* [Apply Predefined Styles](rich-text-editor/formatting/apply-predefined-styles.md) - -  - -**Pictures and Text Boxes** -* [Insert, Select, Copy or Delete a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md) -* [Move a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md) -* [Resize a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md) -* [Rotate a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md) -* [Wrap Text Around a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md) -* [Add, Change or Delete a Border for a Picture or Text Box](rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md) -* [Add, Change or Delete a Text Box Fill](rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md) - -  - -**Lists** -* [Numbered Lists](rich-text-editor/lists/numbered-lists.md) -* [Bulleted Lists](rich-text-editor/lists/bulleted-lists.md) -* [Multilevel Lists](rich-text-editor/lists/multilevel-lists.md) - -  - -**Tables** -* [Tables](rich-text-editor/tables.md) - -  - -**Find and Replace** -* [Find and Replace](rich-text-editor/find-and-replace.md) - -  - -**Header and Footer** -* [Header and Footer](rich-text-editor/header-and-footer/header-and-footer.md) -* [Page Number and Count](rich-text-editor/header-and-footer/page-number-and-count.md) - -  - -**Table of Contents** -* [Table of Contents](rich-text-editor/table-of-contents.md) - -  - -**Mail Merge** -* [Mail Merge](rich-text-editor/mail-merge.md) - -  - -**Keyboard Shortcuts** -* [File Operations](rich-text-editor/keyboard-shortcuts/file-operations.md) -* [Navigation inside Documents](rich-text-editor/keyboard-shortcuts/navigation-inside-documents.md) -* [Work with Selections ](rich-text-editor/keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Content](rich-text-editor/keyboard-shortcuts/copy-paste-and-edit-the-content.md) -* [Text Formatting](rich-text-editor/keyboard-shortcuts/text-formatting.md) - -  - -**Miscellaneous** - -* [Bookmark and Hyperlink](rich-text-editor/miscellaneous/insert-a-hyperlink.md) -* [Insert a Symbol](rich-text-editor/miscellaneous/insert-a-symbol.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md b/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md deleted file mode 100644 index 5a27585fe9..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Adjust Page Settings -author: Anna Kondratova -legacyId: 113822 ---- -# Adjust Page Settings -When changing page layout settings (such as [page margins](#margins), [page orientation](#orientation), [paper size](#papersize)), you can apply them to the whole document or set specific page layout settings for each individual section if your [document is divided into sections](divide-a-documents-into-sections.md). - -## Change Page Margins -1. Click within a [section](divide-a-documents-into-sections.md) whose page margins you wish to set. -2. Select the **Page Layout** tab, click the **Margins** button in the **Page Setup** group and select the margin sizes to be set for the current section from the invoked list. - - ![EUD_ASPxRichEdit_PageLayuot_Margins](../../../images/img117780.png) - - Or specify page margins for the current section or the whole document via the **Page Setup** dialog. - - ![EUD_ASPxRichEdit_PageLayuot_PageSetup_Margins](../../../images/img117781.png) - -## Change Page Orientation -1. Click within a [section](divide-a-documents-into-sections.md) for which you wish to specify page orientation. -2. Select the **Page Layout** tab, click the **Orientation** button in the **Page Setup** group and select **Portrait** or **Landscape** from the invoked list. - - ![EUD_ASPxRichEdit_PageLayuot_Orientation](../../../images/img117782.png) - - Or set the page orientation for the current section or the whole document on the **Margins** tab of the **Page Setup** dialog. - -## Change Paper Size -1. Click within a [section](divide-a-documents-into-sections.md) for which you wish to set the paper size. -2. Select the **Page Layout** tab, click the **Size** button in the **Page Setup** group and select one of the standard paper sizes from the invoked list. - - ![EUD_ASPxRichEdit_PageLayuot_Size](../../../images/img117783.png) - - Or specify the paper size for the current section or the entire document on the **Paper** tab of the **Page Setup** dialog. - - ![EUD_ASPxRichEdit_PageLayuot_PageSetup_Paper](../../../images/img117784.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/divide-a-documents-into-sections.md b/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/divide-a-documents-into-sections.md deleted file mode 100644 index e0791d1458..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/divide-a-documents-into-sections.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Divide a Documents into Sections -author: Anna Kondratova -legacyId: 113821 ---- -# Divide a Documents into Sections -You can divide your document into sections to specify parts of a document that have different [page settings](adjust-page-settings.md) (page margins, page orientation, paper size) and [column layouts](lay-out-text-in-columns.md). - -## Insert Section Breaks -To divide a document into sections, insert section breaks. -1. Click where you want to inset a section break within a document. -2. Select the **Page Layout** tab, click the **Breaks** button in the **Page Setup** group and select the required [type of the section break](#sectionbreaktypes). - - ![EUD_ASPxRichEdit_PageLayout_Breaks](../../../images/img117760.png) - -To show the section break mark, press CTRL+SHIFT+8 or select the **Home** tab and click the ![EUD_ASPxRichEdit_Home_ParagraphMarkButton](../../../images/img117764.png) button in the **Paragraph** group. - -![EUD_ASPxRichEdit_Home_ParagraphMarks](../../../images/img117761.png) - -In a document, section breaks are marked as illustrated below. - -![EUD_ASPxRichEdit_PageLayout_TextWithSections](../../../images/img117762.png) - -## Types of Section Breaks -* **Next Page** inserts a section break and starts a new section on the next page. -* **Even Page** inserts a section break and starts a new section on the next even-numbered page. -* **Odd Page** inserts a section break and starts a new section on the next odd-numbered page. - -## Change Section Break Type -You can change the type of the section break that has been inserted to start a section. To do this, follow the instructions below. -1. Click the section following the section break that you wish to change. -2. Within the **Page Layout** tag, click in the right bottom corner of the **Page Setup** group to invoke the **Page Setup** dialog. - - ![EUD_ASPxRichEdit_PageLayout_PageSetupGroup](../../../images/img118047.png) -3. Change the **Section start** property on the **Layout** tab as required. - - ![EUD_ASPxRichEdit_PageLayout_ChangeSection](../../../images/img117763.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/insert-a-page-break.md b/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/insert-a-page-break.md deleted file mode 100644 index 9ce12b9acc..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/insert-a-page-break.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Insert a Page Break -author: Anna Kondratova -legacyId: 113840 ---- -# Insert a Page Break -## Insert Page Break -You can insert a page break in your document anywhere you want. To do this, follow the steps below. -1. Point to the position within a document where you want to insert a page break. -2. Click the **Breaks** button in the **Page Setup** group in the **Page Layout** tab. - - ![EUD_ASPxRichEdit_PageLayout_PageBreakButton](../../../images/img117824.png) - - Select the **Page** item in the opened drop-down list. - - ![EUD_ASPxRichEdit_PageLayout_Break-Page](../../../images/img117825.png) - - Or press CTRL+ENTER. - -To show the page break mark, press CTRL+SHIFT+8 or click the ![EUD_ASPxRichEdit_Home_ParagraphMarkButton](../../../images/img117764.png) button in the **Paragraph** group in the **Home** tab. - -![EUD_ASPxRichEdit_Home_ParagraphMarks](../../../images/img117761.png) - -In a document, page breaks are marked as illustrated below. - -![EUD_ASPxRichEdit_PageLayout_TextWithBreaks](../../../images/img117826.png) - -## Keyboard Shortcuts to Insert Breaks -You can use the following keyboard shortcuts to insert breaks of different types. - -| | | -|---|---| -| CTRL+SHIFT+ENTER | Inserts a [column break](../document-layout-and-page-setup/lay-out-text-in-columns.md) in a document. | -| CTRL+ENTER | Inserts a page break. | -| ENTER | Inserts a paragraph break. | -| SHIFT+ENTER | Inserts a line break. | -| TAB | Inserts a tab | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md b/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md deleted file mode 100644 index f1c3ebd387..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Lay Out Text in Columns -author: Anna Kondratova -legacyId: 113823 ---- -# Lay Out Text in Columns -To split a text into columns, follow the steps below. -1. Click within a [section](divide-a-documents-into-sections.md) which you wish to lay out in several columns. -2. Select the **Page Layout** tab, click the **Columns** button in the **Page Setup** group and select the number of columns into which the text should be split. - - ![EUD_ASPxRichEdit_PageLayuot_Columns](../../../images/img117785.png) - - Or click **More Columns** to invoke the **Columns** dialog where you can adjust the columns layout of the text in a more flexible way for the current section or the whole document. - - ![EUD_ASPxRichEdit_PageLayuot_PageSetup_Coilumns](../../../images/img117786.png) - -To move the text to the next column (if the text in the current section is laid out into multiple columns), insert a column break. -1. Click within a document where you wish to insert a column break. -2. Select the **Page Layout** tab, click the **Breaks** button on the **Page Setup** group and select **Column** from the invoked list. - - ![EUD_ASPxRichEdit_PageLayuot_Breaks_Column](../../../images/img117787.png) - - Or press CTRL+SHIFT+ENTER. - -To show the column break mark, press CTRL+SHIFT+8 or select the **Home** tab, click the ![EUD_ASPxRichEdit_Home_ParagraphMarkButton](../../../images/img117764.png) button in the **Paragraph** group. - -![EUD_ASPxRichEdit_Home_ParagraphMarks](../../../images/img117761.png) - -In a document, column breaks are marked as illustrated below. - -![EUD_ASPxRichEdit_PageLayuot_TextWithColumns](../../../images/img117788.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/page-color.md b/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/page-color.md deleted file mode 100644 index b25cb38617..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/document-layout-and-page-setup/page-color.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Page Color - ---- -# Page Color - -Click the **Page Color** button in **Page Layout** tab's **Background** group and select the color from the drop-down color palette to specify the document's page color. - - -![RichTextEditor-PageColor](../../../images/rich-text-editor-layout-page-color.png) - - -## Custom Color - -Click the **Custom Color...** button, and in the invoked drop-down box, select a custom color and click **OK**. The color is added to the custom color palette under the **Custom Color...** button. - - -![RichTextEditor-PageColor-Picker](../../../images/rich-text-editor-layout-page-color-picker.png) - - -You can specify a color in the following text formats: - -**RGB Format** - -Use the **R**, **G**, and **B** editors to specify a color in RGB (red, green, blue) format. Each parameter (red, green, and blue) defines the color intensity and must be an integer between 0 and 255. - -**Longhand and Shorthand hexadecimal notation** - -Use a text editor at the bottom of the color editor to specify a color in longhand or shorthand hexadecimal notation. - -Longhand hexadecimal notation is in #RRGGBB format (for example, #00FFFF, 2fa135, #abcdef), where RR is red, GG is green, and BB is blue. These hexadecimal integers specify the color components. All values must be between 0 and FF. The hash (#) sign can be skipped. - -Shorthand hexadecimal notation is in #RGB format (for example, #0FF, 21f, #afa), where R is red, G is green, and B is blue. These hexadecimal integers specify the color components. All values must be between 0 and F. The hash (#) sign can be skipped. diff --git a/interface-elements-for-web/articles/rich-text-editor/file-operations/create-a-new-document.md b/interface-elements-for-web/articles/rich-text-editor/file-operations/create-a-new-document.md deleted file mode 100644 index 9610ddaca7..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/file-operations/create-a-new-document.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a New Document -author: Anna Kondratova -legacyId: 113811 ---- -# Create a New Document -To create a new empty document, select the **File** tab, and click the **New** button in the **Common** group; or press CTRL+N. - -![EUD_ASPxRichEdit_File_New](../../../images/img117753.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/file-operations/load-a-document.md b/interface-elements-for-web/articles/rich-text-editor/file-operations/load-a-document.md deleted file mode 100644 index 50e84bff71..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/file-operations/load-a-document.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Open a Document -author: Anna Kondratova -legacyId: 113812 ---- -# Open a Document -To open a document, select the **File** tab, and click the **Open** button in the **Common** group; or press CTRL+O. - -![EUD_ASPxRichEdit_File_Open](../../../images/img117754.png) - -The **Open** dialog appears, allowing you to select a file from your working directory. - -![EUD_ASPxRichEdit_File_OpenDialog](../../../images/img117755.png) - -The **Rich Editor** enables you to open documents of the following types: -* Rich Text Format (*.rtf) -* Text Files format (*.txt) -* Hyper Text Markup Language format (*.htm, *.html) -* Web page archive format (*.mht) -* Microsoft Word 97-2003 format (*.doc) -* WordML (*.xml) -* Open Office XML format (aka Office 2007 or *.docx) -* Open Document Format (*.odt) -* Electronic Publication (*.epub) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/file-operations/print-a-document.md b/interface-elements-for-web/articles/rich-text-editor/file-operations/print-a-document.md deleted file mode 100644 index a9f0a2a6e6..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/file-operations/print-a-document.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Print a Document -author: Anna Kondratova -legacyId: 113813 ---- -# Print a Document -1. Select the **File** tab and click the **Print** button in the **Common** group; or press CTRL+P. - - ![EUD_ASPxRichEdit_File_Print](../../../images/img117756.png) - - The **Print** dialog will be invoked. - ![RichEdit_PrintDialog](../../../images/img12192.png) - -2. In the **Print** dialog, specify all required settings and click **Print**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/file-operations/save-a-document.md b/interface-elements-for-web/articles/rich-text-editor/file-operations/save-a-document.md deleted file mode 100644 index a6014f026c..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/file-operations/save-a-document.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Save a Document -author: Anna Kondratova -legacyId: 113814 ---- -# Save a Document -To save a document, go to the **File** tab, and then click the **Save as** button in the **Common** group; or press CTRL+S. - -![EUD_ASPxRichEdit_File_SaveAs](../../../images/img117757.png) - -After that, the **Save as** dialog box is invoked. - -Specify whether the file should be saved to the server or downloaded as a copy. Then, specify the folder path, file name and the file format in which to save the document. - -![EUD_ASPxRichEdit_File_SaveAsDialog](../../../images/img117758.png) - -The **Rich Edit** control allows you to save documents in the following formats: -* Rich Text Format (*.rtf) -* Text Files format (*.txt) -* Hyper Text Markup Language format (*.htm, *.html) -* Web page archive format (*.mht) -* Microsoft Word 97-2003 format (*.doc) -* WordML (*.xml) -* Open Office XML format (aka Office 2007 or *.docx) -* Open Document Format (*.odt) -* Electronic Publication (*.epub) - -To save the active document with its current file format and location, go to the **File** tab, and then click the **Save** button in the **Common** group. If you click the **Save** button to save a newly created document, the **Save as** dialog is invoked. - -> [!NOTE] -> When saving a document in HTML format, in-line pictures are saved in the %FileName%_files folder, where %FileName% is the name of the document file. Image files are named "imageN.png", where N is the picture index starting from the beginning of the document. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/find-and-replace.md b/interface-elements-for-web/articles/rich-text-editor/find-and-replace.md deleted file mode 100644 index 1028355baf..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/find-and-replace.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Find and Replace - ---- -# Find and Replace - -You can use the **Search Panel** and the **Find and Replace** dialog to locate and replace text within a document. - -## Search Panel -The **Search Panel** allows you to search text and navigate through search results. To invoke the search panel, use the **Find** ribbon command or press CTRL+F. - -Type the search text in the panel edit box. Use the **Previous** and **Next** buttons to navigate through the results. - -![RichTextEditor-SearchPanel](../../images/rich-text-editor-search-panel.png) - - -## Find and Replace Dialog -The **Find and Replace** dialog allows you to search text, navigate through search results, and replace this text in the results (one by one or all at once). To invoke the dialog, click the corresponding button in the **Search Panel**, click the **Replace** ribbon command, or press CTRL+H. - -Type the search text in the **Find** edit box. Select the **Match case** checkbox for case-sensitive search. You can navigate through the results using the **Previous** and **Next** buttons or by selecting a result in the **Results** section. - -![RichTextEditor-FindAndReplace](../../images/rich-text-editor-find-and-replace.png) - -To replace a search result, specify the replacement text in the **Replace with** edit box, select a search result, and click **Replace**. To replace all the search results, click **Replace All**. - diff --git a/interface-elements-for-web/articles/rich-text-editor/formatting/apply-predefined-styles.md b/interface-elements-for-web/articles/rich-text-editor/formatting/apply-predefined-styles.md deleted file mode 100644 index 723889890e..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/formatting/apply-predefined-styles.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Apply Predefined Styles -author: Anna Kondratova -legacyId: 113837 ---- -# Apply Predefined Styles -To format a text or a paragraph you can apply styles. A style is a group of formatting characteristics. All these characteristics are applied to a text or a paragraph at once when you apply a style. Thus, styles allow you to change text and paragraph appearance more quickly than setting all formatting characteristics separately ([Format Text](format-text.md), [Format Paragraphs](format-paragraphs.md)). - -A **character based style** includes characteristics to format text within a paragraph (e.g., font type and size, bold and italic formats, etc.) - -A **paragraph based style** affects paragraph formatting characteristics such as text alignment, line spacing, etc. It can also include character formatting characteristics. - -To apply a style, do the following. -1. [Select text](../text-editing/select-text.md) or a paragraph that you want to format. -2. Click the required style name in the **Styles** box in the **Styles** group within the **Home** tab. - - ![EUD_ASPxRichEdit_Home_StylesList](../../../images/img117813.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/formatting/format-paragraphs.md b/interface-elements-for-web/articles/rich-text-editor/formatting/format-paragraphs.md deleted file mode 100644 index 0362065448..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/formatting/format-paragraphs.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Format Paragraphs -author: Anna Kondratova -legacyId: 113836 ---- -# Format Paragraphs -To format a paragraph, first click anywhere in it or [select](../text-editing/select-text.md) the paragraph, and then use the **Paragraph** group on the **Home** tab to create a [bulleted](../lists/bulleted-lists.md), [numbered](../lists/numbered-lists.md) and [multilevel](../lists/multilevel-lists.md) list, change line spacing, indentation, alignment and styles. - -![EUD_ASPxRichEdit_Home_ParagraphGroup](../../../images/img117809.png) - -Also, you can use the **Paragraph** dialog to format the paragraph. To invoke this dialog, right-click the paragraph and click the arrow in the right bottom corner of the **Paragraph** group or select the **Paragraph** item from the context menu. - -![EUD_ASPxRichEdit_Home_ParagraphContextMenu](../../../images/img117810.png) - -The **Paragraph** dialog appears, as illustrated below. - -![EUD_ASPxRichEdit_Home_ParagraphDialog](../../../images/img117811.png) - -In this dialog, you can change different parameters for the paragraph (**Indents and Spacing** tab) and pagination (**Line and Page Breaks** tab). \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/formatting/format-text.md b/interface-elements-for-web/articles/rich-text-editor/formatting/format-text.md deleted file mode 100644 index 50e64304c8..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/formatting/format-text.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Format Text -author: Anna Kondratova -legacyId: 113835 ---- -# Format Text -To format text, first [select it](../text-editing/select-text.md) and then use the **Font** group in the **Home** tab to change the font family, size, color, clear formatting etc. - -![EUD_ASPxRichEdit_Home_FontGroup](../../../images/img117806.png) - -Also, you can modify the font using the **Font** dialog. Select the text that you want to format, right-click it and choose the **Font** item from the context menu or click the arrow in the right bottom corner of the **Font** group within the **Home** tab. - -![EUD_ASPxRichEdit_Home_FontContextMenu](../../../images/img117807.png) - -The **Font** dialog appears as illustrated below. - -![EUD_ASPxRichEdit_Home_FontDialog](../../../images/img117808.png) - -In this dialog, you can specify all required font parameters, and apply them to the selected text. - -In addition, the **Rich Editor** provides a list of default keyboard shortcuts for text formatting: - -| | | -|---|---| -| CTRL+B | Toggles the bold style on the selection. | -| CTRL+I | Toggles the italic style on the selection. | -| CTRL+U | Toggles the underline style on the selection. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/formatting/using-indents.md b/interface-elements-for-web/articles/rich-text-editor/formatting/using-indents.md deleted file mode 100644 index 326be8731d..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/formatting/using-indents.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Using Indents -author: Anna Kondratova -legacyId: 113892 ---- -# Using Indents -You can set or modify a first line indent, right indent, left indent and hanging indent of a paragraph by using the [horizontal ruler](#ruler), [dialog box](#dialog_box), [Increase/Decrease Indent buttons](#buttons) or [context menu](#contextmenu). - -![EUD_ASPxRichEdit_Indents_ExampleIndents-2](../../../images/img117958.png) - - Press TAB to create the first line indent on the keyboard. Each pressing the TAB key moves the first line indent to 0,5 inch. - -![EUD_ASPxRichEdit_Indents_FirstLineIndentExample](../../../images/img117959.png) - -## Changing Indents by Using the Ruler -**Rich Text Editor** provides indent markers of the following types. - -![EUD_ASPxRichEdit_IndentMarkers](../../../images/img117955.png) - -To set or modify indents by using the ruler, do the following: -* Click anywhere in a paragraph that will be formatted or select one or more paragraphs. -* Move an indent marker to a specific position on the ruler. - - ![EUD_ASPxRichEdit_Indents_ExampleIndents-1](../../../images/img117957.png) - -## Changing Indents by Using the Dialog Box -To set or modify indents by using the dialog box, do the following: -* Click anywhere within a paragraph that will be formatted or select one or more paragraphs. -* Select the **Page Layout** tab, and click in the right bottom corner of the **Paragraph** group. - - ![EUD_ASPxRichEdit_Tabs_ParagraphGroupPointer](../../../images/img117919.png) - - Specify indents settings within the invoked **Paragraph** dialog box and click **OK**. - - ![EUD_ASPxRichEdit_Tabs_ParagraphDialogBox](../../../images/img117920.png) - -## Changing Indents by Using Increase/Decrease Indent Buttons -To set or modify indents by using the **Increase/Decrease Indent** buttons, do the following: -* Click anywhere within a paragraph that will be formatted or select one or more paragraphs. -* Select the **Home** tab, and click the **Increase Indent** ![EUD_ASPxRichEdit_Home_IncreaseIndentButton](../../../images/img117847.png) or **Decrease Indent** ![EUD_ASPxRichEdit_Home_DecreaseIndentButton](../../../images/img117848.png) button in the **Paragraph** group. **Increase Indent** and **Decrease indent** buttons increases and decreases the indent by increments of 0.5 inch respectively. - - ![EUD_ASPxRichEdit_Indents_UsingIndentButtons](../../../images/img117960.png) - - -## Changing Indents by Using Context Menu -To set or modify indents by using the context menu, do the following: -* Right-click anywhere within a paragraph that will be formatted or select one or more paragraphs. -* In the invoked menu click the **Increase Indent** ![EUD_ASPxRichEdit_Home_IncreaseIndentButton](../../../images/img117847.png) or **Decrease Indent** ![EUD_ASPxRichEdit_Home_DecreaseIndentButton](../../../images/img117848.png) command. **Increase Indent** and **Decrease indent** commands increase and decrease the indent by increments of 0.5 inch respectively. - - ![EUD_ASPxRichEdit_Indents_ContextMenu](../../../images/rich-text-editor-formatting-indents-context-menu.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/formatting/using-tabs.md b/interface-elements-for-web/articles/rich-text-editor/formatting/using-tabs.md deleted file mode 100644 index 795408ff04..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/formatting/using-tabs.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Using Tabs -author: Anna Kondratova -legacyId: 113860 ---- -# Using Tabs -Tab stops specify the exact positions the cursor moves after repeatedly pressing the TAB key. Tab stops are located on the [horizontal ruler](../viewing-and-navigating/show-horizontal-ruler.md) and allows you to align text. - -![EUD_ASPxRichEdit_Tabs_Example](../../../images/img117911.png) - -Depending upon [types of tab stops](#tab_types), typed text can be extended to the right, left or center position of the tab. - -![EUD_ASPxRichEdit_Tabs_TabTypes](../../../images/img117912.png) - -You can set any type of tab stops either [by using the ruler](#ruler) or [by using the dialog box](#dialog_box). - -> [!NOTE] -> There are no tab stops on the ruler when you create a new document. - -## Types of Tab Stops -| Type of a Tab Stop | Example | -|---|---| -| ![EUD_ASPxRichEdit_LeftTab](../../../images/img117883.png) - **Left Tab**. The start position of text is located to the right of the tab. Text will move to the right. | ![EUD_ASPxRichEdit_Tabs_LeftTabExample](../../../images/img117913.png) | -| ![EUD_ASPxRichEdit_CenterTab](../../../images/img117885.png) - **Center Tab**. The cursor is located in the middle of the tab. Text will be centered based on the tab position. | ![EUD_ASPxRichEdit_Tabs_CenterTabExample](../../../images/img117915.png) | -| ![EUD_ASPxRichEdit_RightTab](../../../images/img117884.png) - **Right Tab**. The start position of text is located to the left of the tab. Text will move to the left. | ![EUD_ASPxRichEdit_Tabs_RightTabExample](../../../images/img117914.png) | -| ![EUD_ASPxRichEdit_DecimalTab](../../../images/img117886.png) - **Decimal Tab**. The tab position specifies the location of the decimal point. Text before the decimal point extends to the left and text after the decimal point, extends to the right. | ![EUD_ASPxRichEdit_Tabs_DecimalTabExample](../../../images/img117916.png) | - -## Set Tab Stops by Using the Ruler -To set a tab stop by using the ruler, do the following: -* Click the tab selector at the left end of the horizontal ruler until it displays the [type of tab](#tab_types) that you want. - - ![EUD_ASPxRichEdit_Tabs_TabSelector](../../../images/img117917.png) -* Click on the ruler to set a tab stop at a specific position. - - ![EUD_ASPxRichEdit_Tabs_SetOnRuler](../../../images/img117918.png) - -## Set Tab Stops by Using the Tab Dialog Box -To set a tab stop by using the dialog box, do the following: -* Select the **Page Layout** tab, and click in the right bottom corner of the **Paragraph** group. - - ![EUD_ASPxRichEdit_Tabs_ParagraphGroupPointer](../../../images/img117919.png) - - The **Paragraph** dialog box is invoked. - - ![EUD_ASPxRichEdit_Tabs_ParagraphDialogBox](../../../images/img117920.png) -* In the invoked **Paragraph** dialog box, click the **Tabs..** button. The **Tabs** dialog box is invoked. - - ![EUD_ASPxRichEdit_Tabs_TabsButton](../../../images/img117921.png) -* In the opened **Tabs** dialog box, specify a tab stop's settings and click the **Set** button. - - ![EUD_ASPxRichEdit_Tabs_TabsDialogOneSetting](../../../images/img117923.png) -* Repeat the previous steps for each tab stop and click **OK**. - - ![EUD_ASPxRichEdit_Tabs_TabsDialog_OkButton](../../../images/img117924.png) - -You can drag any existing tab stop along the horizontal ruler to a different position. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/header-and-footer/header-and-footer.md b/interface-elements-for-web/articles/rich-text-editor/header-and-footer/header-and-footer.md deleted file mode 100644 index bbc9e41e81..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/header-and-footer/header-and-footer.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Headers and Footers - ---- -# Headers and Footers - -Headers and footers are areas at the top and bottom of a page. They can display text and graphics, for example, a company logo, the document title or the author's name. - - -## Insert a header or footer - - Click **Header** or **Footer** button in **Insert** tab's **Header & Footer** group to insert a header or footer. - -![EUD_ASPxRichEdit_InsertTab](../../../images/img117729.png) - - The **Header & Footer** context tab appears. - -![RichTextEditor-Headers-and-Footers-Tab!!!](../../../images/rich-text-editor-header-and-footer-tab.png) - -Type text or insert graphics in **Header** and **Footer** document areas. - -![RichTextEditor-Headers-and-Footers-Page!!!](../../../images/rich-text-editor-header-and-footer-page.png) - -## Make the first page header or footer different from the rest of the pages - -* Double click a header or footer area on the first document page. - -* Select the **Different First Page** option in **Header & Footer** tab's **Options** group. - -* Create a header or footer or make changes to the existing header or footer on the first page. - -## Make the header or footer different in each section or chapter - -If a document contains several sections, you can modify header and footer content for each section. - -* Click a section where you want to vary the header or footer. - -* Click **Header** or **Footer** in **Insert** tab's **Header & Footer** group. - -* The **Header & Footer** tab appears. Make sure that **Link to Previous** option is not selected to prevent the connection between the header or footer in this section and the previous section. - -* Create a new header or footer or change the existing header or footer for this section. Click **Show Next** in the **Navigation** group to navigate to the header or footer in the next section. - -Repeat the previous four steps for all of the sections in the document. - diff --git a/interface-elements-for-web/articles/rich-text-editor/header-and-footer/page-number-and-count.md b/interface-elements-for-web/articles/rich-text-editor/header-and-footer/page-number-and-count.md deleted file mode 100644 index d1af5b551b..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/header-and-footer/page-number-and-count.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Page Number and Count - ---- -# Page Number and Count -Click the **Page Number** and **Page Count** buttons in **Insert** tab's **Header & Footer** group to add the page number and count. - -![RichTextEditor-Insert-Tab](../../../images/img117729.png) - -The buttons add special placeholders (fields) that are replaced with actual data, when the document is rendered for display or printing. - -To add page number and count to header or footer, do the following: - -* Double click a header or a footer or [insert a new header or footer](header-and-footer.md). - -* Click the **Page Number** or **Page Count** button. - -* Double-click outside the header and footer area or click the **Close Header and Footer** button in the **Header & Footer** context tab. diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts.md deleted file mode 100644 index 38d1460948..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Keyboard Shortcuts -author: Anna Kondratova -legacyId: 113989 ---- -# Keyboard Shortcuts -The **Rich Text Editor** provides the capability to perform common commands quickly using keyboard shortcuts. - -All supported shortcuts are divided into the following groups. -* [File Operations](keyboard-shortcuts/file-operations.md) -* [Navigation inside Documents](keyboard-shortcuts/navigation-inside-documents.md) -* [Work with Selections ](keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Content](keyboard-shortcuts/copy-paste-and-edit-the-content.md) -* [Text Formatting](keyboard-shortcuts/text-formatting.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/copy-paste-and-edit-the-content.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/copy-paste-and-edit-the-content.md deleted file mode 100644 index 5471d26714..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/copy-paste-and-edit-the-content.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Copy, Paste and Edit the Content -author: Anna Kondratova -legacyId: 113991 ---- -# Copy, Paste and Edit the Content -The key combinations used to work with a document content are listed below. - -| Shortcut | Description | -|---|---| -| BACKSPACE | Deletes one character to the left. | -| DELETE | Deletes one character to the right. | -| CTRL+C | Copies the selected content in the clipboard. | -| CTRL+V or SHIFT+INSERT | Inserts the contents of the clipboard in the specified position and replaces any selection. | -| CTRL+X | Cuts the selected content. | -| CTRL+A | Selects the entire document. | -| CTRL+Z | Performs the **Undo** command to reverse the last action or to delete the last entry you typed. | -| CTRL+Y | Repeats the last action. | -| | | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/file-operations.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/file-operations.md deleted file mode 100644 index 8a5998313f..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/file-operations.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: File Operations -author: Anna Kondratova -legacyId: 113995 ---- -# File Operations -The key combinations used to perform file operations are listed in the table below. - -| Shortcut | Description | -|---|---| -| CTRL+N | Creates a new document. | -| CTRL+O | Invokes the **Open** dialog box to open a document. | -| CTRL+S | Invokes the **Save As** dialog box to save the document. | -| CTRL+P | Invokes the **Print** dialog box to print the document. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/navigation-inside-documents.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/navigation-inside-documents.md deleted file mode 100644 index 18e5769ae9..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/navigation-inside-documents.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Navigation inside Documents -author: Anna Kondratova -legacyId: 113993 ---- -# Navigation inside Documents -The key combinations that allow you to navigate through a document are listed in the table below. - -| Shortcut | Description | -|---|---| -| LEFT ARROW KEY | Moves one character to the left in a document. | -| RIGHT ARROW KEY | Moves one character to the right in a document. | -| UP ARROW KEY | Moves one line up. | -| DOWN ARROW KEY | Moves one line down. | -| ENTER | Creates a new paragraph in a document. | -| SHIFT+ENTER | Creates a new line in a document. | -| TAB | Moves the cursor to the next tab stop or inserts an indent. | -| HOME | Moves to the beginning of the line. | -| END | Moves to the end of the line. | -| PAGE DOWN | Moves to the beginning of the next page. | -| PAGE UP | Moves to the beginning of the current page. | -| CTRL+HOME | Moves to the beginning of the document. | -| CTRL+END | Moves to the end of the document. | -| CTRL+RIGHT ARROW KEY | Moves one word right. | -| CTRL+LEFT ARROW KEY | Moves one word left. | -| F11 | Switches to full screen. | -| | | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/text-formatting.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/text-formatting.md deleted file mode 100644 index c15f5aeecb..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/text-formatting.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Text Formatting -author: Anna Kondratova -legacyId: 113994 ---- -# Text Formatting -The key combinations that allow you to apply formatting options quickly are listed in the following table. - -| Shortcut | Description | -|---|---| -| ENTER | Starts a new paragraph. | -| SHIFT+ENTER | Starts a new line. | -| CTRL+B | Applies or removes bold formatting. | -| CTRL+I | Applies or removes italic formatting. | -| CTRL+U | Applies or removes underlining. | -| CTRL+SHIFT+8 | Shows paragraph marks and other hidden formatting symbols. | -| CTRL+ENTER | Inserts a page break. | -| CTRL+SHIFT+ENTER | Inserts a column break. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/work-with-selections.md b/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/work-with-selections.md deleted file mode 100644 index 061ed1ca58..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/keyboard-shortcuts/work-with-selections.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Work with Selections -author: Anna Kondratova -legacyId: 113990 ---- -# Work with Selections -The key combinations that allow you to work with selections are listed in the table below. - -| Shortcut | Description | -|---|---| -| ENTER | Deletes the selected character/text and starts a new paragraph. | -| SHIFT+ENTER | Delete the selected character/text and starts a new line. | -| CTRL+A | Selects the entire document. | -| SHIFT+ LEFT/RIGHT ARROW KEYS | Expands the selection by one character to the left/right. | -| SHIFT+ UP/DOWN ARROW KEYS | Expands the selection by one line up/down. | -| SHIFT+HOME | Expands the selection to the beginning of the line. | -| SHIFT+END | Expands the selection to the end of the line. | -| SHIFT+PAGE UP | Expands the selection one screen up. | -| SHIFT+PAGE DOWN | Expands the selection one screen down. | -| CTRL+SHIFT+HOME | Expands the selection to the beginning of the document. | -| CTRL+SHIFT+END | Expands the selection to the end of the document. | -| CTRL+SHIFT+LEFT ARROW KEY | Expands the selection one word left. | -| CTRL+SHIFT+RIGHT ARROW KEY | Expands the selection one word right. | -| CTRL+SHIFT+UP ARROW KEY | Expands the selection to the beginning of the paragraph. | -| CTRL+SHIFT+DOWN ARROW KEY | Expands the selection to the end of the paragraph. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/lists/bulleted-lists.md b/interface-elements-for-web/articles/rich-text-editor/lists/bulleted-lists.md deleted file mode 100644 index 9c7abdd3a0..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/lists/bulleted-lists.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Bulleted Lists -author: Anna Kondratova -legacyId: 113842 ---- -# Bulleted Lists -## Create a Bulleted List as You Type -1. Point to the position in a document from where you want to begin your list. -2. Click the **Bullets** ![EUD_ASPxRichEdit_Home_BulletedListButton](../../../images/img117840.png) button in the **Paragraph** group within the **Home** tab. - - ![EUD_ASPxRichEdit_Home_InsertBulletedList](../../../images/img117838.png) -3. Type the text. -4. Press ENTER to create the next item in the list. -5. To finish the list, press ENTER twice. - -## Make a Bulleted List from the Selected Text -You can add bullets to existing lines of text in two ways. The first method is to use the **Paragraph** group within the **Home** tab: -1. Select the text lines that you want to transform into a list. -2. Select the **Home** tab, and click the **Bullets** ![EUD_ASPxRichEdit_Home_BulletedListButton](../../../images/img117840.png) button in the **Paragraph** group. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click within the document and select the **Bullets and Numbering** item from the invoked context menu. - - ![EUD_ASPxRichEdit_Home_BulletedandNumberedListsContext](../../../images/img117843.png) -3. In the invoked **Bullets and Numbering** dialog, click the **Bulleted** tab and choose the list style that you want to apply. - - ![EUD_ASPxRichEdit_Home_BulletedListDialog](../../../images/img117844.png) - -## Create Your Own List Style -You can create your own style for a bulleted list on the basis of one of the existing list styles, by changing various list parameters. -1. Select the bulleted list (or text to be transformed into the bulleted list) to which you want to apply your own style. -2. Right-click within the document and select the **Bullets and Numbering** item from the resulting [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![EUD_ASPxRichEdit_Home_BulletedListDialog](../../../images/img117844.png) -3. Click the **Bulleted** tab, choose one of the existing styles and click **Customize...**. The **Customize Bulleted List** dialog will be invoked. - - ![EUD_ASPxRichEdit_Lists_BulletedListDialog-1](../../../images/img117988.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![EUD_ASPxRichEdit_Lists_BulletedListDialog-2](../../../images/img117989.png) - - ...you will get the list style as illustrated below. - - ![EUD_ASPxRichEdit_Lists_CustomizedBulleted](../../../images/img117990.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/lists/multilevel-lists.md b/interface-elements-for-web/articles/rich-text-editor/lists/multilevel-lists.md deleted file mode 100644 index d17aa48337..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/lists/multilevel-lists.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Multilevel Lists -author: Anna Kondratova -legacyId: 113843 ---- -# Multilevel Lists -## Create a Multilevel List as You Type -1. In the document, point to the position at which you want to begin your list. -2. Select the **Home** tab, and click the **Multilevel list** ![EUD_ASPxRichEdit_Home_MultilevelListButton](../../../images/img117842.png) button in the **Paragraph** group. - - ![EUD_ASPxRichEdit_Home_InsertMultilevelList](../../../images/img117839.png) -3. Type the text. -4. To change list levels, press TAB and SHIFT+TAB, or click the **Increase Indent** ![EUD_ASPxRichEdit_Home_IncreaseIndentButton](../../../images/img117847.png) and **Decrease Indent** ![EUD_ASPxRichEdit_Home_DecreaseIndentButton](../../../images/img117848.png) buttons in the **Paragraph** toolbar in the **Home** tab. Press ENTER to create the next item on the current level. -5. To finish the list, press ENTER twice. - -## Make a Multilevel List from the Selected Text -You can make a multilevel list from existing lines of text in two ways. The first one is to use the **Paragraph** group in the **Home** tab. -1. Select the text lines that you want to transform into a list. -2. Select the **Home** tab, and click the **Multilevel list** ![EUD_ASPxRichEdit_Home_MultilevelListButton](../../../images/img117842.png) button in the **Paragraph** group. -3. Use TAB and SHIFT+TAB, or the **Increase Indent** ![EUD_ASPxRichEdit_Home_IncreaseIndentButton](../../../images/img117847.png) and **Decrease Indent** ![EUD_ASPxRichEdit_Home_DecreaseIndentButton](../../../images/img117848.png) buttons of the **Paragraph** group in the **Home** tab to change levels. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click in the document and select the **Bullets and Numbering** item from the invoked context menu. - - ![EUD_ASPxRichEdit_Home_BulletedandNumberedListsContext](../../../images/img117843.png) -3. In the invoked **Bullets and Numbering** dialog, click the **Outline Numbered** tab and choose the list style that you want to apply. - - ![EUD_ASPxRichEdit_Home_MultilevelListDialog](../../../images/img117846.png) -4. Use TAB and SHIFT+TAB, or the **Increase Indent** ![EUD_ASPxRichEdit_Home_IncreaseIndentButton](../../../images/img117847.png) and **Decrease Indent** ![EUD_ASPxRichEdit_Home_DecreaseIndentButton](../../../images/img117848.png) buttons of the **Paragraph** group in the **Home** tab to change levels. - -## Create Your Own List Style -You can create your own style for a multilevel list on the basis of one of the existing list styles, by changing different list parameters. -1. Select the multilevel list (or text to be transformed into the multilevel list) to which you want to apply your own style. -2. Right-click in the document and select the **Bullets and Numbering** item from the resulting [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![EUD_ASPxRichEdit_Home_MultilevelListDialog](../../../images/img117846.png) -3. Click the **Outline Numbered** tab, choose one of the existing styles and click **Customize...**. The **Customize Outline Numbered List** dialog will be invoked. - - ![EUD_ASPxRichEdit_Lists_OutlinedListDialog-1](../../../images/img117991.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![EUD_ASPxRichEdit_Lists_OutlinedListDialog-2](../../../images/img117992.png) - - ...you will get the list style as illustrated below. - - ![EUD_ASPxRichEdit_Lists_CustomizedOutlined](../../../images/img117993.png) -5. Use TAB and SHIFT+TAB, or the **Increase Indent** ![RichEdit_IncreaseIndentButton](../../../images/img117847.png) and **Decrease Indent** ![RichEdit_DecreaseIndentButton](../../../images/img117848.png) buttons of the **Paragraph** toolbar to change levels. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/lists/numbered-lists.md b/interface-elements-for-web/articles/rich-text-editor/lists/numbered-lists.md deleted file mode 100644 index 90f50f4365..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/lists/numbered-lists.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Numbered Lists -author: Anna Kondratova -legacyId: 113841 ---- -# Numbered Lists -## Create a Numbered List as You Type -1. Point to the position within a document from which you want to begin your list. -2. Click the **Numbering** ![EUD_ASPxRichEdit_Home_NumberedListButton](../../../images/img117841.png) button in the **Paragraph** group in the **Home** tab. - - ![EUD_ASPxRichEdit_Home_InsertNumberedList](../../../images/img117837.png) -3. Type the text. -4. Press ENTER to create the next item of the list. -5. To finish the list, press ENTER twice. - -## Make a Numbered List from the Selected Text -You can add numbers to existing lines of text in two ways. The first one is to use the **Paragraph** group in the **Home** tab: -1. Select the text lines that you want to transform into a list. -2. Click the **Numbering** ![EUD_ASPxRichEdit_Home_NumberedListButton](../../../images/img117841.png) button in the **Paragraph** group within the **Home** tab. - -Another way to do the same thing is to use the [context menu](../text-editor-ui/editor-elements.md): -1. Select the text to be transformed into a list. -2. Right-click in the document and select the **Bullets and Numbering** item from the appeared context menu. - - ![EUD_ASPxRichEdit_Home_BulletedandNumberedListsContext](../../../images/img117843.png) -3. In the invoked **Bulleted and Numbering** dialog, click the **Numbered** tab and choose the list style that you want to apply. - - ![EUD_ASPxRichEdit_Home_NumberedListDialog](../../../images/img117845.png) - -## Create Your Own List Style -You can create your own style for a numbered list on the basis of one of the existing list styles, by changing different list parameters. -1. Select the numbered list (or text to be transformed into the numbered list) to which you want to apply your own style. -2. Right-click in the document and select the **Bullets and Numbering** item from the invoked [context menu](../text-editor-ui/editor-elements.md). The **Bullets and Numbering** dialog will be displayed. - - ![EUD_ASPxRichEdit_Home_NumberedListDialog](../../../images/img117845.png) -3. Click the **Numbered** tab, choose one of the existing styles and click **Customize...**. The **Customize Numbered List** dialog will be invoked. - - ![EUD_ASPxRichEdit_Lists_NumberedListDialog-1](../../../images/img117985.png) - - > [!NOTE] - > The **Customize...** button is disabled if the **None** item of the **Bullets and Numbering** dialog is selected. -4. In this dialog, change different list parameters to create your own list style. - - For instance, if you specify list parameters in the following way,... - - ![EUD_ASPxRichEdit_Lists_NumberedListDialog-2](../../../images/img117986.png) - - ...you will get the list style as illustrated below. - - ![EUD_ASPxRichEdit_Lists_CustomizedNumbered](../../../images/img117987.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/mail-merge.md b/interface-elements-for-web/articles/rich-text-editor/mail-merge.md deleted file mode 100644 index 8d0b27690c..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/mail-merge.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Mail Merge -author: Anna Kondratova -legacyId: 113845 ---- -# Mail Merge -Document fields are placeholders for non-static data that can change (updated on a field update). These placeholders are replaced with actual data when the document is rendered. Use buttons in the **Mail Merge** tab to manage these fields. - - -To insert a field, place the mouse cursor in a document and click the **Create Field** button in the **Mail Merge** tab (or press CTRL+F9). - -![EUD_ASPxRichEdit_MailMerge_CreateField](../../images/img118711.png) - -You can use the following field codes: - -* **DATE** - Inserts the current date and time. -* **TIME** - Inserts the current time. -* **PAGE** - Inserts the number of the page containing the field. -* **NUMPAGES** - Inserts the total number of pages. -* **MERGEFIELD** - Inserts a field merged with a data source. -* **DOCVARIABLE** - Enables you to programmatically insert complex content when this field is updated. - - - -The **Show All Field Codes** button displays field codes for all the fields in the document. - -The **Show All Field Results** button displays field results for all the fields in the document. - -Fields should be updated to calculate a field result. Fields are updated automatically when the document is saved or printed. - -Click the **Update All Fields** button to update fields, or select a field(s) and press F9. - diff --git a/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md b/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md deleted file mode 100644 index 6a94ecc85f..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md +++ /dev/null @@ -1,84 +0,0 @@ ---- -title: Bookmark and Hyperlink -author: Anna Kondratova -legacyId: 113848 ---- -# Bookmark and Hyperlink -You can add hyperlinks to external locations or associated with bookmarks in the same document. - -## Bookmarks - -A bookmark can refer to a position in a document or to a document range (for example, portion of text, image). - -### Add a bookmark -* Select a document range or position the pointer. -* Click the **Bookmark** button in **Insert** tab's **Links** group... - -![EUD_ASPxRichEdit_InsertTab](../../../images/img117729.png) - -...or right-click the selected document range and select the **Bookmark...** command in the context menu. - -![EUD_ASPxRichEdit_Insert_BookmarkContext](../../../images/img117874.png) - -This invokes the **Bookmark** dialog box. - -![EUD_ASPxRichEdit_Insert_BookmarkDialog](../../../images/rich-text-editor-miscellaneous-insert-bookmark.png) - -* Specify a bookmark name and click **Add**. - -> [!NOTE] -> A bookmark name can contain numbers, letters, and the underscore symbol ("_"), and must begin with a letter. - -### Delete a bookmark -Invoke the **Bookmark** dialog, select a bookmark, and click **Delete**. - -### Bookmark navigation -Invoke the **Bookmark** dialog, select a bookmark, and click **Go To** to navigate to the bookmark. - -## Hyperlinks - -A hyperlink is a document range (for example, portion of text, image) that you can use to go to a webpage, to another place within the same document, or to create a new email message. - -Click a hyperlink while pressing CTRL to navigate to the link. - -### Add a hyperlink -* Select a document range and click **Hyperlink** in **Insert** tab's **Links** group, or right-click the selected document range and click **Hyperlink...** in the context menu to invoke the **Hyperlink** dialog box. - -*Use the option buttons at the top of the dialog to change the hyperlink's destination. - -**Web page** - -![EUD_ASPxRichEdit_Insert_HyperlinkDialog-WebPage](../../../images/img118710.png) - -Inserts a hyperlink to a web page. - -Specify the hyperlink's navigation URL (required), text, and tooltip, and click **OK**. - -**Bookmark** - -![EUD_ASPxRichEdit_Insert_HyperlinkDialog-Bookmark](../../../images/rich-text-editor-miscellaneous-insert-hyperlink-bookmark.png) - -Inserts a hyperlink to a bookmark in the same document. - -Select a bookmark's name from the drop-down list (required), and specify the hyperlink's navigation text and tooltip, and click **OK**. - -**Email address** - -![EUD_ASPxRichEdit_Insert_HyperlinkDialog-Email](../../../images/rich-text-editor-miscellaneous-insert-hyperlink-email.png) - -Inserts a hyperlink that creates a new email message. - -Specify an email address (required), message subject, link text and tooltip, and click **OK**. - -> [!NOTE] -> Hyperlink's text automatically appears in the **Text** editor when it is specified for a portion of text. You cannot specify hyperlink text for some elements, for example, images. - - - - - - - - - - diff --git a/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-symbol.md b/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-symbol.md deleted file mode 100644 index e88dd4e8bf..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/miscellaneous/insert-a-symbol.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Insert a Symbol -author: Anna Kondratova -legacyId: 113849 ---- -# Insert a Symbol -The **Rich Text Editor** allows you to insert symbols that are not on your keyboard, such as copyright symbols, trademark symbols, paragraph marks. - -To insert a symbol, do the following. -1. Point to the position in the document where you want to insert a symbol. -2. Select the **Insert** tab, and click the **Symbol** button in the **Symbols** group. - - ![EUD_ASPxRichEdit_Insert_InsertSymbol](../../../images/img117875.png) - - The **Symbol** dialog will be invoked. - - ![EUD_ASPxRichEDit_Insert_SymbolsDialog](../../../images/img117876.png) -3. Select the symbol to be inserted and click **OK** or double-click the symbol. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md deleted file mode 100644 index 49f021a27c..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Add, Change or Delete a Border for a Picture or Text Box -author: Dmitry Platonov -legacyId: 118852 ---- -# Add, Change or Delete a Border for a Picture or Text Box -You can specify the color and weight of the outside border of a floating picture or text box, or fully delete the border. - -## Set the Color of a Picture or Text Box Border -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) the floating picture or text box whose outline border color you wish to specify. -2. On the **Format** tab, in the **Shape Styles** group, click **Shape Outline** and select the required color. - - ![EUD_RichEdit_AddTextBoxBorder](../../../images/img128948.png) - - > [!NOTE] - > By default, a floating picture is inserted with no border. To specify a colored outline border for a picture, a border weight must be set. - -## Set the Weight of a Picture or Text Box Border -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box whose outline border weight you wish to specify. -2. Select the required border weight from the **Shape Outline Weight** list accessed on the **Format tab**, in the **Shape Styles** group. - - ![EUD_RichEdit_SetWidthBorder](../../../images/img128949.png) - -## Remove a Picture or Text Box Border -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box whose outline border you wish to remove. -2. On the **Format** tab, in the **Shape Styles** group, click **Shape Outline** button and select **No Color**. - - ![EUD_RichEdit_RemoveBorder](../../../images/img128950.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md deleted file mode 100644 index c4eed009c5..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Add, Change or Delete a Text Box Fill -author: Dmitry Platonov -legacyId: 118853 ---- -# Add, Change or Delete a Text Box Fill -You can fill the floating text box with a specified color or delete the filling - -## Specify a Text Box Fill -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a text box whose background you wish to color. -2. On the **Format** tab, in the **Shape Styles** group, click the **Shape Fill** button and select the required color. - - ![EUD_RichEdit_TextBoxFillSettings](../../../images/img128962.png) - -## Delete a Text Box Fill -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a text box whose fill you wish to remove. -2. On the **Format** tab, in the **Shape Styles** group, click **Shape Fill** button and select **No Color**. - - ![EUD_RichEdit_TextBoxFillRemove](../../../images/img128963.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md deleted file mode 100644 index 58b49901f8..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Insert, Select, Copy or Delete a Picture or Text Box -author: Anna Kondratova -legacyId: 113838 ---- -# Insert, Select, Copy or Delete a Picture or Text Box -You can insert floating [images](#image) or [text boxes](#textbox) and [select](#select) them for [copying](#copy) or [deleting](#delete). - -## Insert a Picture -Position the caret to the desired location and click the **Inline Picture** button in the **Insert** tab's **Illustrations** group to insert an inline picture into the document. - -![EUD_ASPxRichEdit_Insert_InsertInlinePicture](../../../images/img117833.png) - -In the invoked **Insert Image** dialog box, enter an image's web address (to load a picture from the web) or locate the required folder and select a file with graphics (to load pictures from your computer). Click **Insert** to insert the picture into the document. - -![EUD_ASPxRichEdit_Insert_InsertPictureDialog](../../../images/img117834.png) - -The **Rich Text Editor** enables you to insert graphics of the following types: -* JPEG File Interchange Format (*.jpe, *.jpg, *.jpeg) -* Portable Network Graphics (*.png) -* Graphics Interchange Format (*.gif) - -## Insert a Text Box -Position the caret at the desired location and click the **Text Box** button in the **Insert** tab's **Text** group to insert a text box into your document. - -![EUD_RichEdit_InsertTextBox](../../../images/img128945.png) - -## Select a Picture or Text Box -Click a picture/text box's border to select it. - -![EUD_RichEdit_SelectTextBox](../../../images/img128947.png) - -> [!NOTE] -> Place the caret inside the text box to modify its content. Note that it is impossible to move, copy or delete the text box. - -## Copy/Paste a Picture or Text Box -To copy floating images and text boxes within a document, do the following: -1. [Select](#select) a picture/text box to be copied. -2. On the **Home** tab, in the **Clipboard** group, click **Copy**, or select it from the context menu, or press CTRL+C. -3. Position the caret at the location for inserting the copied picture/text box. -4. On the **Home** tab, in the **Clipboard** group, click **Paste**, or select it from the context menu, or press CTRL+V. - -To delete an image or text box follow the instructions below. - -## Delete a Picture or Text Box -1. [Select](#select) a picture/text box. -2. Press DELETE or BACKSPACE. diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md deleted file mode 100644 index ebc757a956..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Move a Picture or Text Box -author: Anna Kondratova -legacyId: 113839 ---- -# Move a Picture or Text Box -## Move a Picture or Text Box -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box that you wish to move. -2. Drag the object to the new location. - -## Move a Picture or Text Box Forward or Backward -When you add floating objects into a document, they are automatically inserted in particular layers. Objects can overlap. In this case, the top object covers lower objects (in full or in part). You can move particular objects up and down in a stack one layer at a time, or move them to the top or bottom of a stack in one click. -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box that you wish to move up or down in the stack. -2. Select the required item from the floating object's context menu... - - ![EUD_RichEdit_MoveForwardContextSettings](../../../images/img128959.png) - - ... or **Format** tab. - - ![EUD_RichEdit_MoveForwardRibbonSettings](../../../images/img128960.png) -* To move the selected floating object one layer forward to the front, click **Bring to Front -> Bring Forward**. -* To move the selected floating object in front of the text layer and any other floating objects, **Bring to Front -> Bring to Front**. -* To move the selected floating object in front of the text layer, click **Bring to Front -> Bring in Front of Text**. -* To move the selected floating object one layer forward to the back, click **Send to Back -> Send Backward**. -* To move the selected floating object behind the text or any other floating object, click **Send to Back -> Send to Back**. -* To move the selected floating object behind the text layer, click **Send to Back -> Send Behind Text**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md deleted file mode 100644 index 97e3cf719e..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Resize a Picture or Text Box -author: Dmitry Platonov -legacyId: 118849 ---- -# Resize a Picture or Text Box -To resize a picture or text box, shrink or stretch an object in the following way. -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box to be resized. -2. Drag a _sizing handle_ towards or away from the object center until the required size is reached. Note that an object keeps its proportions during resizing. - - ![EUD_ASPxRichEdit_Insert_ResizePicture](../../../images/img117836.png) - -To keep object proportions when resizing it, check the **Lock aspect ratio** option (to access it, open the context menu of the floating object, select **More Layout Options...**, then open the **Size** tab in the invoked **Layout** dialog. In this case, when you change a width of the object by dragging a _corner sizing handle_, the object's height will be automatically changed to maintain exact proportions of the object and vice-versa. - -![EUD_RichEdit_LockAspectRatioSettings](../../../images/img128958.png) - -To specify an exact height and width of the object, clear the **Lock aspect ratio** check box. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md deleted file mode 100644 index 94864f84e8..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Rotate a Picture or Text Box -author: Dmitry Platonov -legacyId: 118850 ---- -# Rotate a Picture or Text Box -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) the floating picture or text box that you wish to rotate. -2. Do one of the following. - * Click the round arrow that appears over the selected floating picture or text box and drag it in the direction to which you wish to rotate the object. - - ![RichEdit_RotateFloatingObject](../../../images/img17693.png) - * Right-click a picture or text box to be rotated and select the **More Layout Options...** item from the context menu. Switch to the **Size** tab in the invoked **Layout** dialog and set the required value of the angle to rotate the object in the **Rotation** box. - - ![EUD_RichEdit_FloatingRotationSettings](../../../images/img128956.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md b/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md deleted file mode 100644 index e8dca59110..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Wrap Text Around a Picture or Text Box -author: Dmitry Platonov -legacyId: 118851 ---- -# Wrap Text Around a Picture or Text Box -## Position a Picture or Text Box within a Document -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or text box whose location you want to specify. -2. Specify an object location in one of the following ways. - * On the **Format** tab, in the **Arrange** group, click the **Position** button and select the required position of the object from the invoked list. - - ![EUD_RichEdit_LayoutPositionSettings](../../../images/img128951.png) - * Right-click the object to be positioned and select the **More Layout Options...** item from the context menu. On the **Position** tab of the invoked **Layout** dialog, specify the required position for the floating object. - - ![EUD_RichEdit_FloatingPositionSettings](../../../images/img128952.png) - -## Wrap Text around Picture or Text Box -1. [Select](insert-select-copy-or-delete-a-picture-or-text-box.md) a floating picture or a text box. -2. To specify a way text wraps around the selected object, do one of the following. - * On the **Format** tab, in the **Arrange** group, click **Wrap Text** and select the required type of text wrapping around the selected object from the invoked list. - - ![EUD_RichEdit_FloatingWrapSettings](../../../images/img128953.png) - * Right-click the selected floating object, and select the required type of the text wrapping from the **Wrap Text** sub-menu of the invoked context menu. - - ![EUD_RichEdit_FloatingWrapContextSettings](../../../images/img128954.png) - * Right-click the selected floating object, and select the **More Layout Options...** item from the context menu. Switch to the **Text Wrapping** tab of the invoked **Layout** dialog and specify the required text wrapping settings for the floating object. - - ![EUD_RichEdit_FloatingWrapExtendedSettings](../../../images/img128955.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/table-of-contents.md b/interface-elements-for-web/articles/rich-text-editor/table-of-contents.md deleted file mode 100644 index 6ff6514702..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/table-of-contents.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Table of Contents - ---- -# Table of Contents - -The Table of Contents allows you to navigate through a document's marked content (paragraphs, images, tables, and equations). Click a table's row while pressing CTRL to move to the heading or figure. - -![EUD_ASPxRichEdit_Table-of-Contents](../../images/rich-text-editor-table-of-contents.png) - -The **Table of Contents** lists a document's headings. - -The **Table of Figures/Tables/Equations** lists document objects: figures, tables, or equations. - -Use the **References** tab's buttons to manage the navigation tables, mark paragraphs as headings, add captions to objects, and update the tables. - -![EUD_ASPxRichEdit_ReferencesTab](../../images/rich-text-editor-ribbon-references.png) - -## Add a Heading to a Table of Contents -Select a heading text or place the pointer in a heading text and do one of the following: -* Click the **Add Text** button in the **References** tab and select a heading level. - -![EUD_ASPxRichEdit_TableOfContents-Command](../../images/rich-text-editor-table-of-contents-insert-command.png) -* Select a heading style in the [Styles](formatting/apply-predefined-styles.md) box in the **Home** tab. - -![EUD_ASPxRichEdit_TableOfContents-Styles](../../images/rich-text-editor-table-of-contents-insert-styles.png) -* Right-click the heading text, select the **Paragraph** command in the context menu, and select a heading level in the **Outline level** drop-down menu. - -![EUD_ASPxRichEdit_TableOfContents-ContextMenu](../../images/rich-text-editor-table-of-contents-insert-context.png) - -Update the table of contents. - -## Remove a Heading from a Table of Contents -Delete a heading text to remove it from a table of contents. - -To remove a heading from a table of contents but leave it in the document, select the heading text or place the pointer in the heading text, and do one of the following: -* Click the **Add Text** button in the **References** tab and select **Do Not Show in Table of Contents**. -* Select non-heading style in the **Styles** box in the **Home** tab. -* Right-click the heading text, select the **Paragraph** in the context menu, and select **Body Text** in the **Outline level** drop-down menu. - -Update the table of contents. - -## Add an Image, Table, or Equation to a Table of Figures -* Place the pointer after a figure. -* Click the **Insert Caption** button in the **References** tab and select the figure command. The figure name and number appear. -* Type the figure caption after its number. -* Update the table of figures. - -## Remove an Image, Table, or Equation from a Table of Figures -Clear a figure name and update the table to remove the figure from a table. - -## Insert a Table of Contents or Figures -Click the **Table of Contents** button in the **References** tab to insert a table of contexts. - -Click the **Insert Table of Figures** button in the **References** tab and select a command to insert a table of figures. - -## Update a Table -If a navigation table displays outdated information (outdated headings/captions or outdated page numbers) after changing the document, place the pointer in the table and click the **Update Table** button in the **References** ribbon tab to update the table and display the correct information. - diff --git a/interface-elements-for-web/articles/rich-text-editor/tables.md b/interface-elements-for-web/articles/rich-text-editor/tables.md deleted file mode 100644 index 4aa798c142..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/tables.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Tables - ---- -# Tables -You can create and edit tables in documents. - -Click the **Table** button in the **Insert** tab and select the table size in the drop-down box. - -![RichTextEditor-Tables-InsertTable](../../images/rich-text-editor-tables-insert-table.png) - -## Resize Table Element -Drag cell borders to change column widths or row heights. - -You can use [ruler](viewing-and-navigating/show-horizontal-ruler.md) markers to resize columns. - -![RichTextEditor-Tables-Resizing](../../images/rich-text-editor-tables-resizing.png) - -## Context Tabs -Use buttons in the **Design** and **Layout** context tabs to customize a table's design and layout settings. These tabs appear when a pointer is in a table element. - -![RichTextEditor-Tables-DesignTab](../../images/rich-text-editor-tables-design-tab.png) - -![RichTextEditor-Tables-LayoutTab](../../images/rich-text-editor-tables-layout-tab.png) - - -## Context Menu -Right-click a table element to display a context menu. You can use the menu's commands to modify the table's properties and layout. - -![RichTextEditor-Tables-ContextMenu](../../images/rich-text-editor-tables-context-menu.png) - -## Keyboard Navigation -You can use arrow keys or press TAB and TAB+SHIFT to navigate through cells. Press SHIFT with the arrow keys to select cells. - - - - - - - - - - diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editing/cut-copy-and-paste-editors-content.md b/interface-elements-for-web/articles/rich-text-editor/text-editing/cut-copy-and-paste-editors-content.md deleted file mode 100644 index cb59ab9ccb..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editing/cut-copy-and-paste-editors-content.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Cut, Copy and Paste Editor's Content -author: Anna Kondratova -legacyId: 113833 ---- -# Cut, Copy and Paste Editor's Content -The **Rich Text Editor** allows you to move and copy text and images using the clipboard. - -> [!NOTE] -> Note that you can use clipboard only in IE. For other browsers, use the keyboard shortcuts Ctrl+C, Ctrl+X and Ctrl+V to copy, cut and paste respectively. - -To move or copy a text or image, follow the steps below. -1. [Select the text or image](select-text.md) you wish to move or copy. -2. Do one of the following. - * To move the selection, click the **Cut** button in the **Clipboard** group within the **Home** tab, or press CTRL+X. This cuts the selection from the document and places it on the clipboard. - - ![EUD_ASPxRichEdit_Home_Cut](../../../images/img117820.png) - * To copy the selection, click the **Copy** button in the **Clipboard** group within the **Home** tab, or press CTRL+C. This copies the selection and places it on the clipboard. - - ![EUD_ASPxRichEdit_Home_Copy](../../../images/img117819.png) -3. Point to the position where you want to insert the contents from the Clipboard. -4. Click the **Paste** button in the **Clipboard** group within the **Home** tab, or press CTRL+V, or press SHIFT+INSERT. This pastes the contents of the clipboard into the document. - - ![EUD_ASPxRichEdit_Home_Paste](../../../images/img117821.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editing/delete-text.md b/interface-elements-for-web/articles/rich-text-editor/text-editing/delete-text.md deleted file mode 100644 index 7b589ef363..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editing/delete-text.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Delete Text -author: Anna Kondratova -legacyId: 113832 ---- -# Delete Text -The BACKSPACE key deletes one character to the left of the caret. The DELETE key deletes one character to the right of the caret. - -To delete more than just a few characters, [select text](select-text.md) and press the DELETE key. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editing/select-text.md b/interface-elements-for-web/articles/rich-text-editor/text-editing/select-text.md deleted file mode 100644 index 0e960d98d5..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editing/select-text.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Select Text -author: Anna Kondratova -legacyId: 113831 ---- -# Select Text -To select text in the **Rich Editor**, use the following mouse actions and keyboard shortcuts. -* Selecting **one character** - - To select only one character, click before the character, hold down the SHIFT key and click the RIGHT ARROW once. -* Selecting **one word** - - To select one word in a document, place the cursor anywhere in the word (or just before it) and **double-click** with the left mouse button. Another method is to place your cursor at the beginning of the word, hold down the SHIFT+CTRL keys, and click the RIGHT ARROW. -* Selecting **one line** - - The cursor in the margin will highlight one line with one click. Another method is to place the cursor at the beginning of the line, and use the SHIFT+END keyboard shortcut to extend selection to the end of the line. Similarly, at the end of the line the SHIFT+HOME keyboard shortcut can be used. - -* Selecting **one paragraph** - - Place the cursor in the left margin and **click twice** to highlight the whole paragraph. - -* Selecting **the entire document** - - To select the entire document, press CTRL+A; or right-click on the text editing surface and click the **Select All** command in the invoked context menu. - -The following table lists the default keyboard shortcuts used for selecting text in the **Rich Editor**. - -| | | -|---|---| -| SHIFT+LEFT ARROW | Extends the selection to the previous character. | -| SHIFT+RIGHT ARROW | Extends the selection to the next character. | -| SHIFT+UP ARROW | Extends the selection to the previous line. | -| SHIFT+DOWN ARROW | Extends the selection one line down. | -| SHIFT+HOME | Extends the selection to the beginning of the line. | -| SHIFT+END | Extends the selection to the end of the current line. | -| CTRL+SHIFT+LEFT ARROW | Extends the selection to the previous word. | -| CTRL+SHIFT+RIGHT ARROW | Extends the selection to the next word. | -| CTRL+SHIFT+UP ARROW | Extends the selection to the previous paragraph. | -| CTRL+SHIFT+DOWN ARROW | Extends the selection to the next paragraph. | -| CTRL+SHIFT+HOME | Extends the selection to the beginning of the document. | -| CTRL+SHIFT+END | Extends the selection to the end of the document. | -| CTRL+A | Selects the entire document. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md b/interface-elements-for-web/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md deleted file mode 100644 index e4c28e355d..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Undo and Redo Last Operations -author: Anna Kondratova -legacyId: 113834 ---- -# Undo and Redo Last Operations -The **Rich Editor** allows you to undo and redo the last operation using special buttons (**Undo** and **Redo**) in the **Common** group in the **Home** tab. - -The **Undo** command reverses the most recent action you have performed. To undo an action, click the **Undo** button in the **Common** group, or press CTRL+Z. - -![EUD_ASPxRichEdit_Home_Undo](../../../images/img117796.png) - -You can execute multiple Undo operations. To return the document to its previous state, just keep performing Undo. - -The **Redo** command enables you to take back the last action you've undone. To redo an action, click the **Redo** button in the **Common** group, or press CTRL+Y. - -![EUD_ASPxRichEdit_Home_Redo](../../../images/img117797.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/editor-elements.md b/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/editor-elements.md deleted file mode 100644 index 587b277c3b..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/editor-elements.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Editor Elements -author: Anna Kondratova -legacyId: 113795 ---- -# Editor Elements -The **Rich Text Editor** consists of visual elements that provide you with the capability to edit and view documents. - -![EUD_ASPxRichEdit_VisualElements](../../../images/img117724.png) - -## Main Elements -The main area of the **Rich Text Editor** control is the **Text Editing Surface** that displays a document to be edited. Here, a document looks as it will appear when you print it. - -At the top of the **Text Editing Surface**, the **Rich Text Editor** displays a horizontal **ruler**, which you can use to align text, graphics, and other elements in a document. The horizontal **ruler** controls the width of table columns and the horizontal spacing of paragraph margins, columns and tabs. You can control the [ruler visibility](../viewing-and-navigating/show-horizontal-ruler.md). - -![EUD_ASPxRichEdit_Rulers](../../../images/img117725.png) - -At the bottom and at the right of the **Text Editing Surface** there are horizontal and vertical **scrollbars**, which allow you to navigate through a document. - -## Context Menu -The **Rich Text Editor** supports the **Context Menu** that appears when you right-click on the **Text Editing Surface**. - -![EUD_ASPxRichEdit_ContextMenu](../../../images/img117726.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/ribbon-interface.md b/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/ribbon-interface.md deleted file mode 100644 index 0261e12cd9..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/text-editor-ui/ribbon-interface.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Ribbon Interface -author: Anna Kondratova -legacyId: 113797 ---- -# Ribbon Interface -The comprehensive functionality for the **Rich Text** control can be provided via a set of **Ribbon** tabbed pages. **Ribbon** pages are divided into logical groups that include commands with common features. - -## File -![EUD_ASPxRichEdit_FileTab](../../../images/img117727.png) -* [Create a New Document](../file-operations/create-a-new-document.md) -* [Open a Document](../file-operations/load-a-document.md) -* [Save a Document](../file-operations/save-a-document.md) -* [Print a Document](../file-operations/print-a-document.md) - -## Home -![EUD_ASPxRichEdit_HomeTab](../../../images/img117728.png) -* [Undo and Redo Last Operations](../text-editing/undo-and-redo-last-operations.md) -* [Cut, Copy and Paste Editor's Content](../text-editing/cut-copy-and-paste-editors-content.md) -* [Format Text](../formatting/format-text.md) -* [Format Paragraphs](../formatting/format-paragraphs.md) -* [Using Indents](../formatting/using-indents.md) -* [Using Tabs](../formatting/using-tabs.md) -* [Apply Predefined Styles](../formatting/apply-predefined-styles.md) -* [Find and Replace](../find-and-replace.md) - -## Insert -![EUD_ASPxRichEdit_InsertTab](../../../images/img117729.png) -* [Insert a Page Break](../document-layout-and-page-setup/insert-a-page-break.md) -* [Tables](../tables.md) -* [Insert, Select, Copy or Delete a Picture or Text Box](../pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md) -* [Bookmark and Hyperlink](../miscellaneous/insert-a-hyperlink.md) -* [Header and Footer](../header-and-footer/header-and-footer.md) -* [Page Number and Count](../header-and-footer/page-number-and-count.md) -* [Insert a Symbol](../miscellaneous/insert-a-symbol.md) - -## Page Layout -![EUD_ASPxRichEdit_PageLayoutTab](../../../images/img117730.png) -* [Adjust Page Settings](../document-layout-and-page-setup/adjust-page-settings.md) -* [Lay Out Text in Columns](../document-layout-and-page-setup/lay-out-text-in-columns.md) -* [Insert a Page Break](../document-layout-and-page-setup/insert-a-page-break.md) -* [Divide a Documents into Sections](../document-layout-and-page-setup/divide-a-documents-into-sections.md) -* [Page Color](../document-layout-and-page-setup/page-color.md) - - -## References -![EUD_ASPxRichEdit_ReferencesTab](../../../images/rich-text-editor-ribbon-references.png) -* [Table of Contents](../table-of-contents.md) - - -## Mail Merge -![EUD_ASPxRichEdit_MailMergeTab](../../../images/img117737.png) -* [Mail Merge](../mail-merge.md) - -## View -![EUD_ASPxRichEdit_ViewTab](../../../images/img117731.png) -* [Document Views](../viewing-and-navigating/document-views.md) -* [Show Horizontal Ruler](../viewing-and-navigating/show-horizontal-ruler.md) -* [Full Screen Mode](../viewing-and-navigating/full-screen-mode.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/document-views.md b/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/document-views.md deleted file mode 100644 index cead5e783e..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/document-views.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Document Views - ---- -# Document Views -Use ribbon buttons in **View** tab's **Document Views** group to switch document views. - -![EUD_ASPxRichEdit_ViewTab](../../../images/img117731.png) - -The **Simple View** displays a document in the entire editing area and ignores the page layout. In this mode, the editor does not split a document into pages and ignores headers, footers, and page layout settings: margins, orientation, size, columns, and breaks. - -The **Print Layout** displays a document split into pages, with headers, footers, and with applied page layout settings: margins, orientation, size, columns, and breaks. diff --git a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/full-screen-mode.md b/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/full-screen-mode.md deleted file mode 100644 index 5b5253983d..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/full-screen-mode.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Full Screen Mode -author: Anna Kondratova -legacyId: 113851 ---- -# Full Screen Mode -The **Rich Editor** provides functionality to display a document in full screen mode. - -To turn on full screen mode, go to the **View** tab and click the **Full Screen** button in the **View** group. - -![EUD_ASPxRichEdit_View_FullScreen](../../../images/img117878.png) - -To disable the full screen mode, click the same button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md b/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md deleted file mode 100644 index 9c68ce796b..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Navigate through a Document -author: Anna Kondratova -legacyId: 113829 ---- -# Navigate through a Document -You can navigate through a document in the following ways: -* Use the mouse device to click anywhere in the document; -* Use the mouse device to drag the scroll box to move through the document; -* Rotate the wheel button to scroll up and down the document; -* Use keyboard shortcuts. - -The following table lists the default keyboard shortcuts used to navigate through a document. - -| Keyboard Shortcut | Effect | -|---|---| -| LEFT ARROW | Moves the cursor to the previous character. | -| RIGHT ARROW | Moves the cursor to the next character. | -| UP ARROW | Moves the cursor to the previous line. | -| DOWN ARROW | Moves the cursor to the next line. | -| HOME | Moves the cursor to the start of the current line. | -| END | Moves the cursor to the end of line. | -| PAGE UP | Moves the cursor backward by the number of lines in the current control's window, minus one. | -| PAGE DOWN | Moves the cursor forward by the number of lines in the current control's window, minus one. | -| CTRL+LEFT ARROW | Moves the cursor to the previous word. | -| CTRL+RIGHT ARROW | Moves the cursor to the next word. | -| CTRL+UP ARROW | Moves the cursor to the beginning of the previous paragraph. | -| CTRL+DOWN ARROW | Moves the cursor to the beginning of the next paragraph. | -| CTRL+HOME | Moves the cursor to the start of the document, and scrolls the document to show the cursor position. | -| CTRL+END | Moves the cursor to the end of the document, and scrolls the document to show the cursor position. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/show-horizontal-ruler.md b/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/show-horizontal-ruler.md deleted file mode 100644 index 65c03e8114..0000000000 --- a/interface-elements-for-web/articles/rich-text-editor/viewing-and-navigating/show-horizontal-ruler.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Show Horizontal Ruler -author: Anna Kondratova -legacyId: 113850 ---- -# Show Horizontal Ruler -The horizontal ruler is used to align text, graphics and other elements in a document. It also controls the width of table columns and the horizontal spacing of paragraph margins, columns and tabs. - -The horizontal ruler is shown on the **Text Editing Surface**. To hide the ruler, select the **View** tab and click the **Horizontal Ruler** button in the **Show** group. - -![EUD_ASPxRichEdit_View_ShowRuler](../../../images/img117877.png) - -To show the ruler again, click the same button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/round-panel.md b/interface-elements-for-web/articles/round-panel.md deleted file mode 100644 index ff7fcecfc1..0000000000 --- a/interface-elements-for-web/articles/round-panel.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Round Panel -author: Svetlana Nikulina -legacyId: 17412 ---- -# Round Panel -The Round Panel is a container area with rounded corners. - -You can collapse and expand a panel by clicking the collapse button or the header. - -![Round Panel overview1](../images/img24053.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler.md b/interface-elements-for-web/articles/scheduler.md deleted file mode 100644 index 6a11bed4da..0000000000 --- a/interface-elements-for-web/articles/scheduler.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Scheduler -author: Boris Zaitsev -legacyId: 4857 ---- -# Scheduler -This section describes the capabilities provided by the Scheduler, which is used for scheduling/calendar activities. - -![DayView](../images/img6715.png) - -  - -**Appointment Editing** -* [Create an Appointment](scheduler/appointment-management/create-an-appointment.md) -* [Edit an Appointment](scheduler/appointment-management/edit-an-appointment.md) -* [Manage Reminders](scheduler/appointment-management/manage-reminders.md) -* [Make a Series of Recurring Appointments](scheduler/appointment-management/make-a-series-of-recurring-appointments.md) -* [Delete an Appointment](scheduler/appointment-management/delete-an-appointment.md) -* [Restrictions for Operations with Appointments](scheduler/appointment-management/restrictions-for-operations-with-appointments.md) - -  - -**Layout Customization** -* [Switch Scheduler Views](scheduler/layout-customization/switch-scheduler-views.md) -* [Scheduler Grouping](scheduler/layout-customization/scheduler-grouping.md) - -  - -**Selection and Navigation** -* [Navigate Time Cells and Dates in the Scheduler](scheduler/selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md) -* [Navigate Scheduler Resources](scheduler/selection-and-navigation/navigate-scheduler-resources.md) -* [Scheduler Navigation Buttons](scheduler/selection-and-navigation/scheduler-navigation-buttons.md) -* [Scheduler 'More' Buttons](scheduler/selection-and-navigation/scheduler-more-buttons.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/create-an-appointment.md b/interface-elements-for-web/articles/scheduler/appointment-management/create-an-appointment.md deleted file mode 100644 index 4df284b15f..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/create-an-appointment.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Create an Appointment -author: Elena Dvoryadkina -legacyId: 4207 ---- -# Create an Appointment -To create a new appointment, click within the Scheduler's time cell area to select the cell(s). This makes a smart tag appear: - -![SmartTag](../../../images/img7529.png) - -Click it to invoke the default popup menu: - -![NewAppMenu](../../../images/img7969.png) - -The default menu items highlighted in the illustration are intended for creating new appointments. -1. **New Appointment** - - Invokes the **Edit Appointment** dialog shown below. - - The **Start time** and **End time** values are initially set to the current date and time selection's start and end boundaries. The **Show time as** field is set to **Busy**. The **Resource** field value is set to the selected cell's resource. It can also be **Any** when appointments are not grouped by resources. - - ![NewAppointmentForm](../../../images/create-app.png) - - Complete the **Subject** and **Location** fields. If necessary, drop lines of text into the text box at the bottom of the dialog to display it within an appointment in **Day View** or **Work Week View**. - - You can switch the appointment's **Reminder** on to enable notifications. -2. **New All Day Event** - - Invokes the **Edit Event** window, which is used to create a new all-day appointment (also called an 'all-day event'). The window is the same as the **Edit Appointment**, except that, in this case, the **All day event** option is checked, its time range is measured in days (not hours) and it is marked as **Free**. The appointment can be transformed into the all-day event and vice-versa by selecting this check box. -3. **New Recurring Appointment** - - All appointments the Scheduler maintains can either be simple (non-recurring) or [recurring](make-a-series-of-recurring-appointments.md) (occur multiple times with a predefined time interval). - - Selecting this menu item invokes the **Edit Appointment** dialog used to create a new appointment, extended with the **Recurrence** feature which allows specifying the recurrence pattern for the new appointment. - - ![RecurrencePartNewApp](../../../images/app-reminders.png) -4. **New Recurring Event** - - Selecting this menu item invokes the **Edit Event** window used to create a new all-day appointment, extended with the **Recurrence** feature which allows specifying the recurrence pattern for the new event. - - See [Make a Series of Recurring Appointments](make-a-series-of-recurring-appointments.md) for more information. diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/delete-an-appointment.md b/interface-elements-for-web/articles/scheduler/appointment-management/delete-an-appointment.md deleted file mode 100644 index 0d0bf9c07c..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/delete-an-appointment.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Delete an Appointment -author: Boris Zaitsev -legacyId: 4213 ---- -# Delete an Appointment -Use the popup (context) menu to delete an appointment. - -First, click within the appointment to select it. Wait a moment. A smart tag will appear shortly: - -![EditSmartTag](../../../images/img8232.png) - -Click it to invoke the default popup menu. - -![DeleteMenu](../../../images/img8236.png) - -> [!NOTE] -> You can right-click within the appointment to invoke the editing menu, but this action may result in different menus if the browser (or the page) provides another context menu, overriding the scheduler action. - -Click **Delete**. - -If an appointment belongs to a recurrence chain, then a confirmation dialog appears. - -![ConfirmDeleteDialog](../../../images/img8251.png) - -You can choose whether all appointments in a series should be deleted, or only this particular appointment. \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/edit-an-appointment.md b/interface-elements-for-web/articles/scheduler/appointment-management/edit-an-appointment.md deleted file mode 100644 index 14d8ffbd18..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/edit-an-appointment.md +++ /dev/null @@ -1,91 +0,0 @@ ---- -title: Edit an Appointment -author: Elena Dvoryadkina -legacyId: 4209 ---- -# Edit an Appointment -## Context Menu -There are two ways to invoke an appointment's context menu: -* **Right-click an appointment.** -* **Use a smart tag.** To invoke a smart tag, click on an appointment and wait for the smart tag to appear. Then, click on the smart tag to invoke the context menu. - - > [!NOTE] - > This approach may be useful if you use a web browser (for example, **Opera**) and right-clicking on an appointment does not invoke a **Scheduler** control's context menu. - -This context menu contains items that allow you to modify certain appointment properties. For example, you can use the **Show Time As** submenu to change an appointment's status. - -![EditMenuShowTimeAs](../../../images/img8234.png) - -If you select the **Label As** menu item, you can choose another label for the current appointment from the list of available label types. - -![EditMenuLabel](../../../images/img8235.png) - -This menu also contains the **Open** item which allows you to invoke the appointment's [Edit Appointment dialog](#editappointmentdialog). - -![EditMenuOpen](../../../images/img8233.png) - -> [!NOTE] -> The appointment's context menu can also contain the **Edit Series** and **Restore Default State** menu items. This means that an appointment is a part of a recurring appointment series. See [Make a Series of Recurring Appointments](make-a-series-of-recurring-appointments.md) for more information. - -## Edit Appointment Dialog -To invoke the **Edit Appointment** dialog, select **Open** in an appointment's [context menu](#contextmenu). This dialog's usual appearance is illustrated below. - -![EditForm](../../../images/app-reminders.png) - -The **Edit Appointment** dialog allows you to edit the following appointment properties: -* **Subject** - - An appointment's subject. This text is displayed within an appointment to identify it. -* **Location** - - Information about where an appointment takes place. This text is displayed within the appointment in parentheses after the subject text. -* **Label** - - Used for at-a-glance appointment identification. It is displayed in the **Scheduler** as a background color of the rectangle that represents the appointment. - - ![EditAppLabels](../../../images/img12069.png) -* **Start time** and **End time** - - An appointment's start/end date and time. -* **Show time as** - - Indicates an appointment's availability status. It is displayed as a strip on the appointment rectangle's left side. The strip is colored according to the status type. - - ![EditAppStatus](../../../images/img12070.png) -* **All day event** - - Transforms an appointment into an all-day event which always lasts an entire day (or several days). Note that if this property is **true**, the **Start** and **End** properties' real-time values are ignored, and instead, the appointment starts at **0:00** on the **Start** date and ends at **24:00** on the **End** date. -* **Resource** - - A resource that is assigned to an appointment. This resource can be used to [group appointments by resources](../layout-customization/scheduler-grouping.md). -* **Reminder** - - Allows you to set a reminder that is responsible for sending notifications at a specified period before an appointment's start time. Refer to [Manage Reminders](manage-reminders.md) for more details. -* **Description** - - The text box located below the **Resource** and **Reminder** options. This text box allows you to enter a description that is shown within an appointment in **Day View** or **Work Week View**. -* **Recurrence** - - Expands the **Recurrence** section that specifies the appointment's recurrence pattern. See [Make a Series of Recurring Appointments](make-a-series-of-recurring-appointments.md) for more information. - -## In-place Editor -Double-click an appointment to invoke its **In-place Editor** which allows you to edit an appointment's **Subject**. - -![InlineEditingForm](../../../images/img8237.png) - -Note that if you need to edit other appointment properties, you can invoke the [Edit Appointment dialog](#editappointmentdialog) via the **Open Appointment Editing Form** button. - -## Mouse Operations -To select an appointment, click it with the left mouse button. To select several appointments, press and hold the Ctrl key and then click appointments with the left mouse button. - -Drag-and-drop operations enable you to change an appointment's time interval if an appointment is moved along a time cell area. - -![DragDrop](../../../images/img8239.png) - -If you press Esc before dropping an appointment, all changes are canceled, and the appointment returns to its original location. - -If you press and hold the Ctrl key and click and drag an appointment (or several appointments), you create appointment copy(s) when the mouse button is released. - -You can also change an appointment's type to **all-day** and vice-versa by dragging the appointment between the all-day area and time cells. - -In [grouped](../layout-customization/scheduler-grouping.md) views, when different columns represent different resources, dragging the appointment to another column automatically changes the associated resource. diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/make-a-series-of-recurring-appointments.md b/interface-elements-for-web/articles/scheduler/appointment-management/make-a-series-of-recurring-appointments.md deleted file mode 100644 index 9cf686eae0..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/make-a-series-of-recurring-appointments.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Make a Series of Recurring Appointments -author: Elena Dvoryadkina -legacyId: 8459 ---- -# Make a Series of Recurring Appointments -## What is a Recurring Appointment? -The **Scheduler** control supports simple (non-recurring) or recurring appointments. Non-recurring appointments occur only once at a specified time interval. Recurring appointments occur many times at the same time interval on different dates. - -Recurring appointments are created as a series of appointments using the [recurrence pattern](#recurrencepattern) and identified by the ![AppointmentImageType.Recurrence](../../../images/img4572.png) recurrence sign. - -![RecurringAppointments](../../../images/img12067.png) - -## Recurrence Pattern -The recurrence pattern contains information on appointment recurrence (the recurrence series's start date and time and a rule according to which a series is repeated). - -You can create and edit an appointment's recurrence pattern in the standard [Edit Appointment](edit-an-appointment.md) dialog by selecting the **Recurrence** check box. The image below illustrates the usual appearance of the **Edit Appointment** dialog's recurrence section. - -![EditAppRecurrence](../../../images/app-reminders.png) - -In this dialog, you can specify different elements' values to define the recurrence behavior. Frequency is the recurrence pattern's base element. It specifies how often the corresponding appointments occur: **Daily**, **Weekly**, **Monthly** or **Yearly**. - -You can define periodicity for each frequency type - the time interval in which the recurrence's frequency is applied. For instance, if you have specified that appointments occur **Daily**, you can also specify whether appointments repeat every couple of days or every weekday. For the **Monthly** appointment frequency, you can specify for how many weeks and on which weekdays an appointment recurs. - -You can also specify when an appointment's recurrence must end. - -If an appointment is recurring, its context menu contains the **Edit Series** item. Clicking this item invokes the **Edit Appointment** dialog for editing the recurrence pattern. - -![RecurringAppContextMenu](../../../images/img12068.png) - -If you use the context menu's **Open** item to invoke the **Edit Appointment** dialog, you can edit only the current appointment to avoid raising [exceptions](#exceptions). - -## Exceptions -When you modify an occurrence's (an appointment that belongs to a recurring appointment series) properties, it is called an **Exception**. Such appointments are marked with the ![AppointmentImageType.RecurrenceException](../../../images/img4573.png) crossed recurrence sign. - -You can delete one or several occurrences in the recurrence chain. A deleted occurrence is a type of recurrence pattern Exception, and the SchedulerControl does not visualize it. - -To replace an exception with a regular occurrence and discard all modifications, right-click the exception and click on the **Restore Default State** item in the invoked context menu. - -![RecurringAppRestore](../../../images/img12071.png) - -Editing an appointment series's recurrence pattern (**Edit Series** context menu item) resets the recurrence chain, and restores all the exceptions to their default state. A warning is displayed before this happens. diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/manage-reminders.md b/interface-elements-for-web/articles/scheduler/appointment-management/manage-reminders.md deleted file mode 100644 index 5b5d365583..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/manage-reminders.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Manage Reminders -author: Elena Dvoryadkina -legacyId: 8458 ---- -# Manage Reminders -## What is a Reminder? -Any appointment can have one or more reminders. They are responsible for sending alerts at a specified time period before an appointment's start time. If an appointment has a reminder, the bell ![AppointmentImageType.Reminder](../../../images/img4574.png) image is displayed. - -![AppointmentsRemainders](../../../images/img12057.png) - -## Specifying Reminders -A reminder can be created for a particular appointment with the help of the appointment's editing form, demonstrated below. Select the **Reminder** check box and enter the amount of time before the appointment when you want the reminder to occur. You can select a predefined value in a drop-down list, or just type it in. The duration editor recognizes digits as the number of minutes, if an "h" postfix is added - as hours, "d" - days. - -![ReminderSetting](../../../images/img12058.png) - -## How Does It Work? -When the time has come for the reminder alert, it invokes the notification dialog, as illustrated below: - -![ReminderNotification](../../../images/img12059.png) - -You can switch the reminders off by clicking the **Dismiss** or **Dismiss All** buttons. - -Another option is to shift the alert time by selecting the time interval in the combo box and clicking the **Snooze** button. Then, the notification will be postponed for a specified time frame. \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md b/interface-elements-for-web/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md deleted file mode 100644 index b242f14c0e..0000000000 --- a/interface-elements-for-web/articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Restrictions for Operations with Appointments -author: Elena Dvoryadkina -legacyId: 4214 ---- -# Restrictions for Operations with Appointments -Access to several operations may be restricted. You may find that you're not able to perform the following operations due to restrictions applied by the application vendor or administrator. -* Create new appointments. -* Edit appointments. -* Invoke the appointment editing form. -* Activate an in-place editor for an appointment. -* Change the time boundaries of appointments. -* Drag and drop appointments to another time slot or date. -* Drag and drop appointments between resources. -* Copy appointments. -* Delete appointments. -* Select more than one appointment simultaneously. -* Share the scheduled time between two or more appointments. - - When you drag an appointment to relocate it, it may come into conflict with another by sharing the same time interval or resource. If conflicts are forbidden, then an attempt to move the appointment fails, and it is restored to its previous position. This situation is visually indicated as illustrated below: - - ![AppointmentRestrictions_Conflict](../../../images/img12055.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/layout-customization/scheduler-grouping.md b/interface-elements-for-web/articles/scheduler/layout-customization/scheduler-grouping.md deleted file mode 100644 index bb5c8eb87a..0000000000 --- a/interface-elements-for-web/articles/scheduler/layout-customization/scheduler-grouping.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Scheduler Grouping -author: Boris Zaitsev -legacyId: 4206 ---- -# Scheduler Grouping -The data can be grouped either by resources or by dates, to enhance the visual representation. The following pictures illustrate the appearance of the control in grouping mode. - -## Appointments Grouped by Resources -![GroupByResource](../../../images/img8298.png) - -## Appointments Grouped by Date -![GroupByDates](../../../images/img8301.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/layout-customization/switch-scheduler-views.md b/interface-elements-for-web/articles/scheduler/layout-customization/switch-scheduler-views.md deleted file mode 100644 index ff62de0b66..0000000000 --- a/interface-elements-for-web/articles/scheduler/layout-customization/switch-scheduler-views.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Switch Scheduler Views -author: Eugeniy Burmistrov -legacyId: 4203 ---- -# Switch Scheduler Views -The Scheduler is intended to display appointment data using one of the standard **Views**. - -The following views are currently available: -* **Day view** - - This view gives the most detailed view of appointments for a certain day(s). -* **Work-Week view** - - This view displays appointments for the working days in a particular week. -* **Full Week view** - - This view displays appointments for the entire week. -* **Month (also called Multi-Week) view** - - The month view is the least detailed of the views, and is designed for browsing and long-term plan analysis. This view positions the days one after another horizontally, so that they form weeks, while weeks are placed one under another. -* **Timeline view** - - This view plots appointments as horizontal bars along the timescales, and provides a clearer overview for scheduling purposes. -* **Agenda view** - - This view displays a chronological list of appointments grouped by day. - -To switch views, you may use either a special **View Selector** element, or the context menu. -* The **View Selector** element may look like this: - - ![VisualElements_ViewSelector](../../../images/img6731.png) - - When a particular view is disabled, the corresponding item is not shown. -* The context menu is invoked when you right-click any region of the **Scheduler** control not occupied with an appointment. You can also click on a free area, wait until the smart tag appears, and then click it. - - The invoked menu contains items for switching views, as illustrated in the following picture (the menu in the picture is specific for the **Day View**): - - ![ViewChangingMenu](../../../images/img8289.png) - - The context menu also includes such date navigation commands as **Go to Today** and **Go to This Day**. The latter is available only in the **Week View** and **Month View** views. These commands switch the Scheduler to the **Day View**. - - ![ASPxGotoThisDay](../../../images/img9156.png) -* While navigating dates via the **Go to Date** dialog, you can specify a view type to display a new time interval. The following picture illustrates selecting the View type: - - ![ASPxScheduler-GotoDate](../../../images/img9154.png) -* The Scheduler selects a view mode **automatically** based on the date range selected in the **Calendar**. - To learn more about this capability, refer to the [Navigate Time Cells and Dates in the Scheduler](../selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md) topic. \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md b/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md deleted file mode 100644 index 3f440b57b3..0000000000 --- a/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Navigate Scheduler Resources -author: Elena Dvoryadkina -legacyId: 5037 ---- -# Navigate Scheduler Resources -When appointment data is [grouped](../layout-customization/scheduler-grouping.md) (either by resources or by dates), the number of resources shown on the screen within the scheduler simultaneously can make it difficult to see all the scheduled data. To make the layout more readable, it is possible to limit the number of visible resources, and then scroll between them. In these cases, use the **Resource Navigator** embedded into the Scheduler. - -The Resource Navigator displays a set of buttons used to navigate to the first or last element, previous or next resource, or page. Plus and minus buttons are used to increase or decrease the number of resources displayed at once. The combo box allows you to select the resource to display (or the first resource to display if the page shows several resources at one time). - -![VisualElements_ResourceNavigator](../../../images/img6723.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md b/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md deleted file mode 100644 index 3e6a7e81a6..0000000000 --- a/interface-elements-for-web/articles/scheduler/selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Navigate Time Cells and Dates in the Scheduler -author: Elena Dvoryadkina -legacyId: 4216 ---- -# Navigate Time Cells and Dates in the Scheduler -## View Navigator -To navigate dates, you can use the **View Navigator** shown below. - -![VisualElements_ViewNavigator](../../../images/img6730.png) - -Use the left and right arrow buttons to go to the previous or next time interval (next day, week, month, depending on the currently visible date interval). The **Today** scrolls the view to locate the current date. - -## Calendar -The **Calendar** control is designed specifically for the date navigation and selection task. It is shown in the following picture. - -![VisualElements_DateNavigator](../../../images/img6711.png) - -> [!NOTE] -> The availability of the Calendar depends on the application vendor. - -You are able to select either a particular date, or a range of dates by means of the Calendar, or directly in the Scheduler's time cell grid. Selecting dates using the Calendar results in displaying them by the Scheduler, to which it is linked. - -The methods of selecting dates are listed below: - -  -* **Using the Calendar control** - - | Action | Effect | - |---|---| - | Click any date in the Calendar. | One day becomes selected, and the Scheduler displays it using the **Day View**. If the currently active view is of another type, it is automatically changed to **Day View**. The only exception is the **Work Week View**. In this instance, the entire work week is selected. | - | Click and drag across the Calendar | The continuous range of dates is selected. The Scheduler adjusts the currently active view to display the selected range of dates. If the selection is smaller than a week, the view type is switched to **Day View**. A week-long range is displayed using the **Week View**. If the range is more than a week, then the **Month View** is used. | - | Hold down the CTRL key and click several dates. | A set of dates is selected. The Scheduler displays it using the **Day View**, irrespective of the size of the selected range. | - | Click a week number in the Calendar | A corresponding week-long range is selected. The Scheduler displays it using the **Week View**. | -* **Using the Scheduler control** - - | Action | Effect | - |---|---| - | Click any date in the Scheduler (if the currently active view is set to either the Week View or the Month View). | One day is selected. | - | Click and drag across the time cells (in the Week View or Month View only). | A continuous range of dates is selected. The selected range in the Calendar control is not affected, although it goes along with the range displayed within the Scheduler. | - -## Context Menu -The popup (context) menu provides the capability to navigate to a particular date. - -![GotoDateMenu](../../../images/img8304.png) - -## "Go to Date" Dialog -If the **Go to Date...** menu item is selected, the **Go to Date** form is invoked. - -![GoToDateDialog](../../../images/img6920.png) - -It enables you to select the date and the view to which the scheduler switches to display the date. \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md b/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md deleted file mode 100644 index 3fc49a8132..0000000000 --- a/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-more-buttons.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Scheduler 'More' Buttons -author: Boris Zaitsev -legacyId: 5040 ---- -# Scheduler 'More' Buttons -The "More" buttons are used to show more appointments for a particular day by scrolling to the next appointment. They may appear in the **Day View** and **Work-Week View**. - -![VisualElements_MoreButtons](../../../images/img6720.png) - -**Week View** and **Month (Multi-Week) View** present another visual representation of these elements. They indicate that particular dates have more appointments than the view can display (due to insufficient space laid out for day cells). The "Show more" hyperlink appears in these instances. Clicking this hyperlink shows the selected date using the **Day View**, enabling you to scroll the cells and review hidden appointments. - -The "Show more" buttons are showin in the following image. - -![VisualElements_Showmorebuttons](../../../images/img6758.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md b/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md deleted file mode 100644 index a76212de98..0000000000 --- a/interface-elements-for-web/articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Scheduler Navigation Buttons -author: Boris Zaitsev -legacyId: 5039 ---- -# Scheduler Navigation Buttons -The **Navigation Buttons** are used to scroll to the previous or next appointment. This feature is helpful when there is a significant time interval between scheduled appointments. - -![NavigationButtons](../../../images/img8306.png) - -A disabled button indicates that there is no appointment in that direction, i.e. before or after that date. The buttons can be smart enough to be displayed only when there are no appointments in the currently visible interval. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spell-checker.md b/interface-elements-for-web/articles/spell-checker.md deleted file mode 100644 index 5e41d37a11..0000000000 --- a/interface-elements-for-web/articles/spell-checker.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Spell Checker -author: Alexey Kazakov -legacyId: 17422 ---- -# Spell Checker -The Spell Checker provides the capability to check spelling and correct mistakes in a text. - -![Spell Checker](../images/img24091.png) - -To start the check, click **Check Spelling...**. - -> [!NOTE] -> An action required to start checking depends on your application vendor. - -The spell checker compares words in the text with words in the dictionaries. If the spell checker cannot find a word in the dictionaries, a **Check Spelling** window appears. The spell checker highlights words which are not in the dictionaries and suggests a list of alternates. To correct the current word, choose the right version from a list and click **Change**. Click **Change All** to correct this word in the entire text. To ignore the current word, click **Ignore Once**. To ignore this word in the entire document, click **Ignore All**. - -To add a new word to a custom dictionary, click **Add To Dictionary**. A capability to add words to a custom dictionary depends on your application vendor. - -## Options -### General Options - -Spell checker options allow you to ignore emails, URLs, mixed case/upper-case words, markup tags and words with numbers. Select required options from a list. - -### Dictionaries - -Choose the required language in the drop-down list. - -![Spell Checker Options](../images/img24092.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/splitter.md b/interface-elements-for-web/articles/splitter.md deleted file mode 100644 index 1486f52bb7..0000000000 --- a/interface-elements-for-web/articles/splitter.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Splitter -author: Anna Kondratova -legacyId: 7495 ---- -# Splitter -The Splitter is used to separate the content of a web page into several resizable panes. - -![ASPxSplitter-MainPage](../images/img11164.png) - -This section contains topics that describe how to work with the Splitter: - -* [Expand or Collapse a Pane](splitter/expand-or-collapse-a-pane.md) -* [Resizing a Pane](splitter/resizing-a-pane.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/splitter/expand-or-collapse-a-pane.md b/interface-elements-for-web/articles/splitter/expand-or-collapse-a-pane.md deleted file mode 100644 index b0b979af9d..0000000000 --- a/interface-elements-for-web/articles/splitter/expand-or-collapse-a-pane.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Expand or Collapse a Pane -author: Anna Kondratova -legacyId: 7416 ---- -# Expand or Collapse a Pane -Use the **Collapse** or **Expand** buttons to collapse or expand a pane. - -![ASPxSplitter-Collapse-Expand](../../images/img11027.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/splitter/resizing-a-pane.md b/interface-elements-for-web/articles/splitter/resizing-a-pane.md deleted file mode 100644 index f11bc9a197..0000000000 --- a/interface-elements-for-web/articles/splitter/resizing-a-pane.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Resizing a Pane -author: Anna Kondratova -legacyId: 7415 ---- -# Resizing a Pane -To resize a pane, place the mouse pointer over the separator (vertical or horizontal) until a double-sided arrow appears. When the arrow appears, drag the separator to the required side. - -![ASPxSplitter-Separator](../../images/img11026.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet.md b/interface-elements-for-web/articles/spreadsheet.md deleted file mode 100644 index c789107467..0000000000 --- a/interface-elements-for-web/articles/spreadsheet.md +++ /dev/null @@ -1,85 +0,0 @@ ---- -title: Spreadsheet -author: Anna Kondratova -legacyId: 18085 ---- -# Spreadsheet -This section describes the capabilities provided by the **Spreadsheet**. - -![EUD_ASPxSpreadsheetMainImage](../images/img25919.png) - -**Spreadsheet UI** -* [Ribbon Interface](spreadsheet/spreadsheet-ui/ribbon-interface.md) -* [Spreadsheet Elements](spreadsheet/spreadsheet-ui/spreadsheet-elements.md) - -**File Operations** -* [Create a Workbook](spreadsheet/file-operations/create-a-workbook.md) -* [Load a Workbook](spreadsheet/file-operations/load-a-workbook.md) -* [Create a Worksheet](spreadsheet/file-operations/create-a-worksheet.md) -* [Rename a Worksheet](spreadsheet/file-operations/rename-a-worksheet.md) -* [Delete a Worksheet](spreadsheet/file-operations/delete-a-worksheet.md) -* [Save a Workbook](spreadsheet/file-operations/save-a-workbook.md) -* [Import Text Files](spreadsheet/file-operations/import-text-files.md) -* [Print a Workbook](spreadsheet/file-operations/print-a-workbook.md) -* [Adjust Page Settings](spreadsheet/file-operations/adjust-page-settings.md) -* [Undo and Redo Last Actions](spreadsheet/file-operations/undo-and-redo-last-actions.md) - -**Viewing and Navigating** -* [Hide and Display Worksheets](spreadsheet/viewing/hide-and-display-worksheets.md) -* [Hide and Display Gridlines](spreadsheet/viewing/hide-gridlines.md) -* [Hide and Display Headings](spreadsheet/viewing/hide-and-display-headings.md) -* [Document Views](spreadsheet/viewing/document-views.md) -* [Full Screen Mode](spreadsheet/viewing/full-screen-mode.md) - -**Editing Cells** -* [Select Cells or Cell Content](spreadsheet/editing-cells/select-cells-or-cell-content.md) -* [Copy and Paste Cell Content](spreadsheet/editing-cells/copy-and-paste-cell-content.md) -* [Fill Data Automatically](spreadsheet/editing-cells/fill-data-automatically.md) -* [Find and Replace](spreadsheet/editing-cells/find-and-replace.md) -* [Comments](spreadsheet/editing-cells/insert-a-comment.md) -* [Data Validation](spreadsheet/editing-cells/data-validation.md) - -**Cell Formatting** -* [Format Cells](spreadsheet/cell-formatting/format-cells.md) -* [Format Cell Content](spreadsheet/cell-formatting/format-cell-content.md) -* [Wrap Text and Merge Cells](spreadsheet/cell-formatting/wrap-text-and-merge-cells.md) -* [Number Formatting](spreadsheet/cell-formatting/number-formatting.md) -* [Clear Cell Formatting](spreadsheet/cell-formatting/clear-cell-formatting.md) -* [Format as Table](spreadsheet/cell-formatting/format-as-table.md) - -**Columns and Rows** -* [Insert and Delete Columns and Rows](spreadsheet/columns-and-rows/insert-and-delete-rows-and-columns.md) -* [Show and Hide Columns and Rows](spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md) -* [Specify Column Width and Row Height](spreadsheet/columns-and-rows/specify-column-width-and-row-height.md) - -**Data Presentation** -* [Sort Data](spreadsheet/data-presentation/sort-data.md) -* [Filtering](spreadsheet/data-presentation/filtering.md) -* [Freeze Panes](spreadsheet/data-presentation/freeze-panes.md) - -**Formulas** -* [Create a Simple Formula](spreadsheet/formulas/create-a-simple-formula.md) -* [Cell References](spreadsheet/formulas/cell-references.md) -* [Using Functions in Formulas ](spreadsheet/formulas/using-functions-in-formulas.md) -* [Supported Functions](spreadsheet/formulas/supported-functions.md) -* [Error Types in Formulas](spreadsheet/formulas/error-types-in-formulas.md) - -**Charting** -* [Charting Overview](spreadsheet/charting/charting-overview.md) -* [Creating a Chart](spreadsheet/charting/creating-a-chart.md) -* [Changing a Chart Type](spreadsheet/charting/changing-a-chart-type.md) -* [Applying a Predefined Chart Layout and Style](spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md) -* [Modifying a Chart Manually](spreadsheet/charting/modifying-a-chart-manually.md) - -**Pictures and Hyperlinks** -* [Insert a Picture](spreadsheet/pictures-and-hyperlinks/insert-a-picture.md) -* [Move and Resize a Picture](spreadsheet/pictures-and-hyperlinks/move-and-resize-a-picture.md) -* [Insert and Delete Hyperlinks](spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md) - -**Keyboard Shortcuts** -* [File Operations](spreadsheet/keyboard-shortcuts/file-operations.md) -* [Navigation inside Worksheets](spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md) -* [Work with Selections ](spreadsheet/keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Cell Content](spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md) -* [Cell Formatting ](spreadsheet/keyboard-shortcuts/cell-formatting.md) -* [Work with Columns and Rows](spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/clear-cell-formatting.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/clear-cell-formatting.md deleted file mode 100644 index a920be67d2..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/clear-cell-formatting.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Clear Cell Formatting -author: Anna Kondratova -legacyId: 18147 ---- -# Clear Cell Formatting -To remove all formatting from cells, in the **Editing** group within the **Home** tab, click the **Clear** button, and select **Clear Formats** from the drop-down menu. - -![EUD_ASPxSpreadsheet_Home_ClearFormats](../../../images/img26045.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-as-table.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-as-table.md deleted file mode 100644 index 802e0999e7..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-as-table.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Format As Table ---- -# Format As Table -Do the following to convert a range of cells to a table with its own style: -* Select the cell range. -* In the **Home** tab's **Styles** group, click the **Format As Table** drop-down button and select the style. - -![EUD_ASPxSpreadsheet_Format_As_Table](../../../images/spreadsheet-cell-formatting-format-as-table.png) - -A **Format As Table** dialog box appears. - -![EUD_ASPxSpreadsheet_Format_As_Table_dialog](../../../images/spreadsheet-cell-formatting-format-as-table-dialog.png) - -* Select the **My table has headers** checkbox if your table has headers and click **OK**. diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cell-content.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cell-content.md deleted file mode 100644 index 8bd669a94a..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cell-content.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Format Cell Content -author: Anna Kondratova -legacyId: 18144 ---- -# Format Cell Content -The **Spreadsheet** provides the capability to set the font style, size, color and text alignment in a cell. - -To format cell content, follow the steps below. -1. [Select](../editing-cells/select-cells-or-cell-content.md) a cell or a cell range that you wish to format. -2. To change the font, use the **Font** group within the **Home** tab to specify the font family, size, style, color, etc. - - ![EUD_ASPxSpreadsheet_Home_Font_Panel](../../../images/img26042.png) -3. To position text within a cell so that it is centered, aligned to the left or aligned to the right, select the appropriate alignment options in the **Alignment** group within the **Home** tab. - - ![EUD_ASPxSpreadsheet_Home_AlignmentPanel](../../../images/img26043.png) -4. To undo the formatting options you applied before, select the text. In the **Editing** group within the **Home** tab, click the **Clear** drop-down and select the **Clear Formats** item. - - ![EUD_ASPxSpreadsheet_Home_ClearFormats](../../../images/img26045.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cells.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cells.md deleted file mode 100644 index cb2e158aa4..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/format-cells.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Format Cells -author: Anna Kondratova -legacyId: 18142 ---- -# Format Cells -The **Spreadsheet** provides the capability to format cells and the data they contain. - -To format a cell or a range of cells, follow the instructions below. -1. [Select](../editing-cells/select-cells-or-cell-content.md) the cells you wish to format. -2. To add borders to the selected cells, in the **Font** group within the **Home** tab, click the **Borders** button's drop-down menu and select the border type. This menu also allows you to select the line style and the line color of borders. - - ![EUD_ASPxSpreadsheet_Home_Borders](../../../images/img26040.png) -3. To set the background color of the selected cells, in the **Font** group within the **Home** tab, click the **Fill Color** button's drop-down menu and select the desired color. - - ![EUD_ASPxSpreadsheet_Home_FillColor](../../../images/img26041.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/number-formatting.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/number-formatting.md deleted file mode 100644 index 854cab197d..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/number-formatting.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Number Formatting -author: Anna Kondratova -legacyId: 18146 ---- -# Number Formatting -The **Spreadsheet** allows you to format numbers in cells, for example, display numbers as monetary values or dates. The default format for cell content is _General_. The format does not change the value, it only changes the way the number is displayed. Number format options are available in the **Home** tab's **Number** group. - -![EUD_ASPxSpreadsheet_Home_NumberPanel](../../../images/img26044.png) - -You can click one of the buttons in the **Number** group to apply a format, such as **Accounting Number Format**, **Percent Style** or **Comma Style**. - -You can also use the **Format Cells** dialog to format numbers. - -![EUD_ASPxSpreadsheet_FormatCellsDialog](../../../images/spreadsheet-cell-formatting-dialog.png) - -To invoke this dialog, click the dialog box launcher at the bottom right corner of the **Number** group or right-click the cell and select **Format Cells...**. - -![EUD_ASPxSpreadsheet_ContextMenu_FormatCells](../../../images/spreadsheet-cell-formatting-context-menu.png) - - -## Shortcuts - -You can use the following shortcuts to apply a number format: - -| | | -|---|---| -| CTRL+SHIFT+1 | Applies the Number format with two decimal places. | -| CTRL+SHIFT+2 | Applies the Time number format. | -| CTRL+SHIFT+3 | Applies the Date format. | -| CTRL+SHIFT+4 | Applies the Currency format. | -| CTRL+SHIFT+5 | Applies the Percentage format. | -| CTRL+SHIFT+6 | Applies the Scientific number format. | diff --git a/interface-elements-for-web/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md b/interface-elements-for-web/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md deleted file mode 100644 index 4541681d6b..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Wrap Text and Merge Cells -author: Anna Kondratova -legacyId: 18145 ---- -# Wrap Text and Merge Cells -If text is too long to be displayed in a single cell, the **Spreadsheet** allows you to wrap the text to make it display on multiple lines in the cell, or merge cells to combine two or more adjacent cells into a single larger/longer cell. - -## Merging Cells -To merge cells, follow the instructions below. -1. [Select](../editing-cells/select-cells-or-cell-content.md) the cells that you wish to merge. - - > [!NOTE] - > Make sure that the data you wish to display in the merged cell is contained in the upper-left cell of the selected range, because only the contents of this cell will remain in the merged cell. The data in the other cells will be deleted. -2. In the **Alignment** group within the **Home** tab, click the **Merge Cells** button's drop-down arrow and select one of the following items. - * **Merge & Center** - merge the selected cells and center the text in a merged cell. - * **Merge Across** - merge each row of the selected cell range into larger cells. - * **Merge Cells** - merge the selected cells into a single cell. - - ![EUD_ASPxSpreadsheet_Home_Merge](../../../images/img26046.png) -3. If you change your mind and wish to split a merged cell, select this cell and click the **Unmerge Cells** item in the **Merge Cells** button's drop-down menu. The data of the merged cell appears in the upper-left cell of the range of split cells. - -## Wrapping Text in a Cell -To wrap text in a cell, do the following. -1. [Select](../editing-cells/select-cells-or-cell-content.md) a cell or a range of cells containing the text you wish to wrap. -2. In the **Alignment** group within the **Home** tab, click the **Wrap Text** button. The text is displayed on multiple lines within the cell. - - ![EUD_ASPxSpreadsheet_Home_Wrap](../../../images/img26047.png) -3. To unwrap the text, click the **Wrap Text** button again. The text is displayed in the same way as it was before the wrap option was applied. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md b/interface-elements-for-web/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md deleted file mode 100644 index 7dfd4bd67f..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Applying a Predefined Chart Layout and Style -author: Anna Kondratova -legacyId: 18189 ---- -# Applying a Predefined Chart Layout and Style -The **Spreadsheet** allows you to change the appearance of the existing chart by applying one of the predefined layouts and styles. - -To change a chart style or layout, right-click the chart you wish to format, then select the appropriate item from the opened context menu to invoke dialog boxes. - -![EUD_ASPxSpreadsheet_Insert_ChartContextMenu](../../../images/img26193.png) - -When a chart is selected, the Spreadsheet displays context tabs (**Design**, **Layout**, and **Format**) that allows you to customize a chart style or layout. - -![EUD_ASPxSpreadsheet_Chart_ContextTabs](../../../images/spreadsheet-charting-context-tabs.png) - -## Apply a Predefined Chart Layout -In the **Chart Layouts** dialog box, select the required chart layout. For example, select **Layout 10**, which positions the chart legend to the right of the chart area, and adds the chart and axis titles. - -![EUD_ASPxSpreadsheet_Insert_ChartLayoutDialog](../../../images/img26187.png) - -To enter the chart title, right-click the chart and select the **Change Chart Title...** item in the context menu. - -![EUD_ASPxSpreadsheet_Insert_ChangeChartTitleContext](../../../images/img26188.png) - -In the invoked **Change Chart Title** dialog box, enter a title and click **OK**. - -![EUD_ASPxSpreadsheet_Insert_ChangeChartTitleDialog](../../../images/img26189.png) - -To provide horizontal or vertical axis titles, right-click the chart and select the **Change Horizontal Axis Title...** or **Change Vertical Axis Title...** item in the context menu. Type a new title in the invoked dialog box. - -The image below shows the result. - -![EUD_ASPxSpreadsheet_Insert_ChartWithNewLayout](../../../images/img26225.png) - -## Apply a Predefined Style -Right-click the chart you wish to format and select the **Chart Styles** item within the context menu to invoke a dialog box. In the opened **Chart Styles** dialog box, select the required chart style. - -![EUD_ASPxSpreadsheet_Insert_ChartStylesDialogBox](../../../images/img26191.png) - -The image below shows a chart with **Style 19** applied. - -![EUD_ASPxSpreadsheet_Insert_ChartWithNewStyle](../../../images/img26192.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/charting/changing-a-chart-type.md b/interface-elements-for-web/articles/spreadsheet/charting/changing-a-chart-type.md deleted file mode 100644 index 1953174305..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/charting/changing-a-chart-type.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Changing a Chart Type -author: Anna Kondratova -legacyId: 18188 ---- -# Changing a Chart Type -The **Spreadsheet** allows you to change the type of the existing chart. To do this, right-click the chart and select the **Change Chart Type** item in the context menu. - -![EUD_ASPxSpreadsheet_Insert_ChageChartTypeContext](../../../images/img26184.png) - -In the invoked **Change Chart Type** dialog, select a new chart type and click **OK**. - -![EUD_ASPxSpreadsheet_Insert_ChangeChartTypeDialog](../../../images/img26185.png) - -The following image illustrates the chart with the **Radar with Markers** chart type applied. - -![EUD_ASPxSpreadsheet_Insert_RadarChartChanged](../../../images/img26186.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/charting/charting-overview.md b/interface-elements-for-web/articles/spreadsheet/charting/charting-overview.md deleted file mode 100644 index 30bae42c70..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/charting/charting-overview.md +++ /dev/null @@ -1,201 +0,0 @@ ---- -title: Charting Overview -author: Anna Kondratova -legacyId: 18186 ---- -# Charting Overview - -The **Spreadsheet** provides the capability to summarize worksheet data visually using a variety of **charts**. Charts display data series visually to make data interpretation easier, and show the relationship between different data series. To create a chart, click the chart type you wish to insert in the **Charts** group within the **Insert** tab. - -![EUD_ASPxSpreadsheet_Insert_ColumnButton](../../../images/img26166.png) - -Below is a list of all charts currently available in the **Spreadsheet**. -* [Column Charts](#column) -* [Line Charts](#line) -* [Pie Charts](#pie) -* [Bar Charts](#bar) -* [Area Charts](#area) -* [Scatter Charts](#scatter) -* [Stock Charts](#stock) -* [Radar Charts](#radar) - -## Column Charts -![EUD_ASPxSpreadsheet_Insert_ColumnChart](../../../images/img26167.png) - -**Chart Subtypes**: - -_2-D Column Charts:_ -* Clustered Column -* Stacked Column -* 100% Stacked Column - -_3-D Column Charts:_ -* 3-D Clustered Column -* Stacked Column in 3-D -* 100% Stacked Column in 3-D -* 3-D Column - -_Cylinder Charts:_ -* Clustered Cylinder -* Stacked Cylinder -* 100% Stacked Cylinder -* 3-D Cylinder - -_Cone Charts:_ -* Clustered Cone -* Stacked Cone -* 100% Stacked Cone -* 3-D Cone - -_Pyramid Charts:_ -* Clustered Pyramid -* Stacked Pyramid -* 100% Stacked Pyramid -* 3-D Pyramid - -Column charts are used to display series as sets of vertical bars (or columns) that are grouped by category. The bar lengths are proportional to the values that they represent. Column charts are typically used to compare values in different categories. Some column graphs display series as individual columns, grouped by category, and others show columns divided into subparts to show a cumulative effect (stacked column graphs). You can select column charts of different shapes, such as cylinder, cone or pyramid. - -![EUD_ASPxSpreadsheet_Insert_ColumnChartExample](../../../images/img26168.png) - -## Line Charts -![EUD_ASPxSpreadsheet_Insert_LineChart](../../../images/img26169.png) - -**Chart Subtypes**: - -_2-D Line Charts:_ -* Line -* Stacked Line -* 100% Stacked Line -* Line with Markers -* Stacked Line with Markers -* 100% Stacked Line with Markers - -_3-D Line Charts:_ -* 3-D Line - -Line charts display information as a series of data points connected by line segments. This chart type is useful when you need to show trends for several series on the same diagram, and to compare values of several series for the same point argument. - -![EUD_ASPxSpreadsheet_Insert_LineChartExample](../../../images/img26170.png) - -## Pie Charts -![EUD_ASPxSpreadsheet_Insert_PieChart](../../../images/img26171.png) - -**Chart Subtypes**: - -_2-D Pie Charts:_ -* Pie -* Exploded Pie - -_3-D Pie Charts:_ -* Pie in 3-D -* Exploded Pie in 3-D - -_Doughnut Charts:_ -* Doughnut -* Exploded Doughnut - -Pie and doughnut charts are used to compare the percentage values of different point arguments in the same series. These charts may be useful to determine which point value is the most significant, or which values in the point series are the most significant. A doughnut chart is functionally identical to a pie chart. The main difference is the shape of the doughnut chart, and that it can contain more than one data series. - -![EUD_ASPxSpreadsheet_Insert_PieChartExample](../../../images/img26172.png) - -## Bar Charts -![EUD_ASPxSpreadsheet_Insert_BarChart](../../../images/img26175.png) - -**Chart Subtypes**: - -_2-D Bar Charts:_ -* Clustered Bar -* Stacked Bar -* 100% Stacked Bar - -_3-D Bar Charts:_ -* Clustered Bar in 3-D -* Stacked Bar in 3-D -* 100% Stacked Bar in 3-D - -_Cylinder Charts:_ -* Clustered Horizontal Cylinder -* Stacked Horizontal Cylinder -* 100% Stacked Horizontal Cylinder - -_Cone Charts:_ -* Clustered Horizontal Cone -* Stacked Horizontal Cone -* 100% Stacked Horizontal Cone - -_Pyramid Charts:_ -* Clustered Horizontal Pyramid -* Stacked Horizontal Pyramid -* 100% Stacked Horizontal Pyramid - -Bar charts are identical to column charts with one exception: bar charts use horizontal bars instead of vertical bars to compare values across categories. Some bar graphs display series as individual bars grouped by category, and others show bars divided into subparts to show a cumulative effect (stacked bar graphs). You can select bar charts of different shapes, such as cylinder, cone or pyramid. - -![EUD_ASPxSpreadsheet_Insert_BarChartExample](../../../images/img26176.png) - -## Area Charts -![EUD_ASPxSpreadsheet_Insert_AreaChart](../../../images/img26173.png) - -**Chart Subtypes**: - -_2-D Area Charts:_ -* Area -* Stacked Area -* 100% Stacked Area - -_3-D Area Charts:_ -* 3-D Area -* Stacked Area in 3-D -* 100% Stacked Area in 3-D - -Area charts display series as filled areas in a diagram, with each data point displayed as a peak or valley in the area. This chart type is useful when you need to show trends for several series on the same diagram, and also show the relationship of the parts to the whole. The area chart is based on the line chart, with the area below the plotted line filled with color. - -![EUD_ASPxSpreadsheet_Insert_AreaChartExample](../../../images/img26174.png) - -## Scatter Charts -![EUD_ASPxSpreadsheet_Insert_ScatterChart](../../../images/img26177.png) - -**Chart Subtypes**: - -_Scatter Charts:_ -* Scatter with only Markers -* Scatter with Smooth Lines and Markers -* Scatter with Smooth Lines -* Scatter with Straight Lines and Markers -* Scatter with Straight Lines - -_Bubble Charts:_ -* Bubble -* Bubble with a 3-D Effect - -Scatter charts are used to plot data points on the horizontal and vertical axis to show the relationship between two sets of data. This chart type combines data values into single data points and displays them in uneven intervals (or clusters). - -Bubble charts allow you to visually represent data that has a third dimension, expressed in the bubble's size. You map two dimensions along the horizontal and vertical axes, and then the third dimension is displayed as a filled circle at the data point. - -![EUD_ASPxSpreadsheet_Insert_ScatterChartExample](../../../images/img26178.png) - -## Stock Charts -![EUD_ASPxSpreadsheet_Insert_OtherCharts](../../../images/img26179.png) - -**Chart Subtypes**: - -_Stock Charts:_ -* High-Low-Close -* Open-High-Low-Close - -Stock charts are used to show variation in stock prices over the course of a day. In the **High-Low-Close** chart type, the **High** and **Low** prices are represented by the top and bottom values of the vertical line that is shown at each point, and the **Close** prices are represented by the right tick marks. In the **Open-High-Low-Close** chart type, the **High** and **Low** prices are shown in the same way as in the **High-Low-Close** charts, but the **Open** and **Close** prices are represented by the bottom and top borders of a rectangle. If the stock closes higher than its opening price, the rectangle is hollow. And if the stock closes lower than its opening price, the rectangle is filled. - -![EUD_ASPxSpreadsheet_Insert_StockChartExample](../../../images/img26180.png) - -## Radar Charts -![EUD_ASPxSpreadsheet_Insert_OtherCharts](../../../images/img26179.png) - -**Chart Subtypes**: - -_Radar Charts:_ -* Radar -* Radar with Markers -* Filled Radar - -Radar charts are used when it is necessary to display series as an area on a circular grid that has multiple axes along which data can be plotted, so values are shown relative to a center point. - -![EUD_ASPxSpreadsheet_Insert_RadarChartExample](../../../images/img26181.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/charting/creating-a-chart.md b/interface-elements-for-web/articles/spreadsheet/charting/creating-a-chart.md deleted file mode 100644 index 747d0d1701..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/charting/creating-a-chart.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Creating a Chart -author: Anna Kondratova -legacyId: 18187 ---- -# Creating a Chart -The **Spreadsheet** allows you to create charts quickly using the **Charts** group of the **Insert** tab. - -To create a chart, select the table that contains the data you wish to use for the chart. Note that the **Spreadsheet** only allows you to create charts for data series representing a contiguous cell range. - -![EUD_ASPxSpreadsheet_Insert_ExampleTable](../../../images/img26182.png) - -In the **Charts** group, within the **Insert** tab, select the required chart type. In the example below, a line chart is created. To insert a line chart, click the **Line** button, and then select the **Line with Markers** chart subtype. - -![EUD_ASPxSpreadsheet_Insert_LineWithMarkers](../../../images/img26183.png) - -The chart is added to the worksheet. You can move the chart to the desired location and resize it for a better fit. - -![EUD_ASPxSpreadsheet_Insert_LineChartExample](../../../images/img26170.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/charting/modifying-a-chart-manually.md b/interface-elements-for-web/articles/spreadsheet/charting/modifying-a-chart-manually.md deleted file mode 100644 index fdb3d4b8bd..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/charting/modifying-a-chart-manually.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Modifying a Chart Manually -author: Anna Kondratova -legacyId: 18190 ---- -# Modifying a Chart Manually -After you create a chart, you can choose whether to apply one of the [predefined chart layouts](applying-a-predefined-chart-layout-and-style.md) or specify your own layout. The **Spreadsheet** provides the capability to [add axis titles](#axis) and [chart titles](#titles), [show the chart legend](#legend), [display gridlines](#gridlines) and [data labels](#labels), etc. - -To modify a chart, right-click it to display the context menu and select the required item or use commands provided by the **Design**, **Layout**, and **Format** context tabs that are displayed in the ribbon when a chart is selected. - -## Add a Chart Title -To add a title, select the chart and click the **Chart Title** command in the **Labels** group on the **Layout** context tab. Then, select where to position the chart title. For example, select the **Above Chart** item to display the title at the top of the chart. - -![EUD_ASPxSpreadsheet_Insert_TitleAboveChartContextMenu](../../../images/img26226.png) - -The image below illustrates the result. - -![EUD_ASPxSpreadsheet_Insert_TitleAboveChartResult](../../../images/img26227.png) - -To change the default text in the title, right-click the chart and select the **Change Chart Title...** item in the context menu. Specify a new chart title in the invoked **Change Chart Title** dialog box. - -![EUD_ASPxSpreadsheet_Insert_ChangeChartTitleDialog](../../../images/img26189.png) - -## Add Axis Titles -To display horizontal and vertical axis titles, click the **Axes Titles** button in the **Labels** group on the **Layout** context tab and do the following: -* To add a horizontal axis title, select the **Primary Horizontal Axis Title** item, and then click the **Title Below Axis** item. - - -* To add a vertical axis title, select the **Primary Vertical Axis Title** item, and then select the type of axis title (rotated, vertical or horizontal) you wish to display. - - -To change the default text in the axis title, right-click the chart and select the **Change Horizontal Axis Title...** or **Change Vertical Axis Title...** item in the context menu. - -![EUD_ASPxSpreadsheet_Insert_ChangeVerticalAxisTitle](../../../images/spreadsheet-charting-axis-title.png) - -Type a new title in the invoked dialog box. - -## Add a Chart Legend -To add a legend to the chart, click the **Legend** button in the **Labels** group on the **Layout** context tab and select where to position the legend. - -For example, select the **Show Legend at Top** item to display the legend above the plot area. - -![EUD_ASPxSpreadsheet_Insert_ShowLegendAtTopResult](../../../images/img26232.png) - -## Display Data Labels -To display data values on the chart, click the **Data Labels** button in the **Labels** group on the **Layout** context tab and select where to position the data labels. - -![EUD_ASPxSpreadsheet_Insert_DataLabelsCenter](../../../images/img26233.png) - -## Add Gridlines -To display chart gridlines, click the **Gridlines** button in the **Axes** group on the **Layout** context tab and select the required gridlines options from the drop-down list. - -![EUD_ASPxSpreadsheet_Gridlines](../../../images/spreadsheet-charting-gridlines.png) - -A chart with horizontal and vertical gridlines is shown below. - -![EUD_ASPxSpreadsheet_Insert_ChartWithGridlines](../../../images/img26236.png) diff --git a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/insert-and-delete-rows-and-columns.md b/interface-elements-for-web/articles/spreadsheet/columns-and-rows/insert-and-delete-rows-and-columns.md deleted file mode 100644 index f06b41258a..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/insert-and-delete-rows-and-columns.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Insert and Delete Columns and Rows -author: Anna Kondratova -legacyId: 18148 ---- -# Insert and Delete Columns and Rows -The **Spreadsheet** provides the capability to insert and delete columns and rows in a worksheet. - -## Insert Columns -1. To insert a single column, [select](../editing-cells/select-cells-or-cell-content.md) the entire column by clicking the column heading, or by clicking a cell in the column to the left of where the new column will be inserted. To insert multiple columns, [select](../editing-cells/select-cells-or-cell-content.md) the number of columns you wish to insert. For example, to insert three columns, select three columns by clicking column headings. -2. In the **Cells** group within the **Home** tab, click the **Insert** button and select the **Insert Sheet Columns** item from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_InsertSheetColumns](../../../images/img26049.png) - -## Insert Rows -1. To insert a single row, [select](../editing-cells/select-cells-or-cell-content.md) the entire row by clicking the row heading, or click a cell in the row above the position in which you wish to insert a new row. To insert multiple rows, [select](../editing-cells/select-cells-or-cell-content.md) the number of rows you wish to insert. For example, if you wish to insert three rows, select three rows by clicking the row headings. -2. In the **Cells** group within the **Home** tab, click the **Insert** button and select the **Insert Sheet Rows** item from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_InsertSheetRows](../../../images/img26048.png) - -## Delete Rows and Columns -1. [Select](../editing-cells/select-cells-or-cell-content.md) the column(s) or row(s) you wish to delete by clicking its heading. -2. In the **Cells** group within the **Home** tab, click the **Delete** button and select the **Delete Sheet Rows** or **Delete Sheet Columns** item from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_DeleteSheetRows](../../../images/img26050.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md b/interface-elements-for-web/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md deleted file mode 100644 index 5fde019853..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Show and Hide Columns and Rows -author: Anna Kondratova -legacyId: 18149 ---- -# Show and Hide Columns and Rows -The **Spreadsheet** provides the capability to display and hide columns and rows in a worksheet. - -## Hide and Unhide Columns -To hide a column, [select](../editing-cells/select-cells-or-cell-content.md) the column to be hidden and do one of the following. -* Set the column width to zero. To do this, drag the boundary of the column heading until the column is hidden. -* On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Columns**. - -![EUD_ASPxSpreadsheet_Home_HideColumns](../../../images/img26051.png) - -* Right-click the selected column and select the **Hide Columns** item from the context menu. - -To show a hidden column, select the columns adjoining either side of the hidden column, and then do one of the following. -* On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Columns**. -* Right-click the selected columns and select the **Unhide Columns** item from the context menu. - -![EUD_ASPxSpreadsheet_UnhideColumnsContext](../../../images/img117714.png) - -## Hide and Unhide Rows -To hide a row, select the row to be hidden and do one of the following. -* Set the row height to zero. To do this, drag the boundary of the row heading until the row is hidden. -* On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Rows**. - -![EUD_ASPxSpreadsheet_Home_HideRows](../../../images/img26052.png) - -* Right-click the selected row and select the **Hide Rows** item from the context menu. - -To display a hidden row, select the rows that are above and below the hidden row, and then do one of the following. -* On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Rows**. -* Right-click the selected rows and select the **Unhide Rows** item from the context menu. - -![EUD_ASPxSpreadsheet_UnhideRowsContext](../../../images/img117715.png) - -## Display all hidden columns and rows -1. Press CTRL+A to select all rows and columns. -2. On the **Home** tab, in the **Cells** group, click the **Format** button, and then select **Hide & Unhide | Unhide Rows** or **Unhide Columns**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md b/interface-elements-for-web/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md deleted file mode 100644 index e6bce91e2b..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Specify Column Width and Row Height -author: Anna Kondratova -legacyId: 18150 ---- -# Specify Column Width and Row Height -## Set the column width -The column width should be between 0 and 1785 points. Set a column's width to 0 to hide this column. - -You can change the column width in the following ways: -* Drag the right boundary of a column heading to resize the column's width. To set multiple columns' width, select the columns and drag the right boundary of any selected column. -* Select a column and click the **Format** button in the **Home** tab's **Cells** group. Select the **Column Width...** command. Specify the column's width in the dialog box. -* Right-click a column heading and select **Column Width...** in the context menu. Specify the column's width in the dialog box. - -To make the column width to automatically fit the contents, do one of the following: -* Select a column and click the **Format** button in the **Home** tab's **Cells** group. Select the **AutoFit Column Width** command in the drop-down list. -* Double-click a column heading's right border. - - ![EUD_ASPxSpreadsheet_Home_AutoFitColumnWidth](../../../images/img26053.png) - -## Set the row height -The row height should be between 0 and 546 points. Set a row's height to 0 to hide this row. - -You can change the row height as follows: -* Drag the lower boundary of a row heading to resize the row's height. To set multiple rows' height, select the rows and drag the lower boundary of any selected row. -* Select a row and click the **Format** button in the **Home** tab's **Cells** group. Select the **Row Height...** command. Specify the row's height in the dialog box. -* Right-click a row heading and select the **Row Height...** in the context menu. Specify the row's height in the dialog box. - -Do one of the following to make the row height automatically fit its contents: -* Select a row and click the **Format** button in the **Home** tab's **Cells** group. Select the **AutoFit Row Height** command in the drop-down list. -* Double-click a row heading's bottom border. - - ![EUD_ASPxSpreadsheet_Home_AutoFitRowHeight](../../../images/img26054.png) diff --git a/interface-elements-for-web/articles/spreadsheet/data-presentation/filtering.md b/interface-elements-for-web/articles/spreadsheet/data-presentation/filtering.md deleted file mode 100644 index 5f4390f0f4..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/data-presentation/filtering.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Filtering ---- -# Filtering -Use commands in the **Data** tab's **Sort & Filter** group to activate filtering, reapply a filter, or remove all the filters in a worksheet. - -![EUD_ASPxSpreadsheet_DataMenu](../../../images/img26346.png) - -Select a table and click the **Filter** button to enable filtering. Click the arrow in a column's header to apply a filter to the column. - - -## Apply a Filter -To filter a column by particular values, click the arrow in the column header and select **Filter by Values...**. This invokes a dialog box with a list of column values. - -Select/unselect check boxes to display/hide values. - -![EUD_ASPxSpreadsheet_FilteredTable](../../../images/spreadsheet-data-presentation-filtering-table.png) - -To apply a custom filter, click the arrow in a column header, select **Text Filters** command, and select one of predefined filters. This invokes the **Custom AutoFilter** dialog box. Specify a criteria operator and an operand value and click **OK**. - -![EUD_ASPxSpreadsheet_FilteringDialog](../../../images/spreadsheet-data-presentation-filtering-dialog.png) - - -> [!NOTE] -> The **Text Filter** menu's name and content depends on the type of data in the filtered column (text, numeric values or dates). - -## Clear Filter -Click the arrow in a column's header and select **Clear Filter From "ColumnName"** to clear the column's filter. - -![EUD_ASPxSpreadsheet_ClearFilter](../../../images/spreadsheet-data-presentation-clear-filter.png) - -Click the **Clear** button in the **Data** tab's **Sort & Filter** group to clear all the filters. - - -## Reapply Filter -New or modified data in a column is not filtered automatically. Click the **Reapply** button to reapply the filter. diff --git a/interface-elements-for-web/articles/spreadsheet/data-presentation/freeze-panes.md b/interface-elements-for-web/articles/spreadsheet/data-presentation/freeze-panes.md deleted file mode 100644 index d78f898008..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/data-presentation/freeze-panes.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Freeze Panes ---- -# Freeze Panes -You can lock specific rows or columns to display this area while scrolling the worksheet. - -![EUD_ASPxSpreadsheet_FreezePanes](../../../images/spreadsheet-data-presentation-freeze-panes.png) - -The **Unfreeze Panes** command cancels the applied freezing. - -The **Freeze Panes** command freezes columns to the left of the selected cell(s) and rows above the selected cell(s). - -The **Freeze Top Row** command freezes the top row. - -The **Freeze First Column** command freezes the first column. diff --git a/interface-elements-for-web/articles/spreadsheet/data-presentation/sort-data.md b/interface-elements-for-web/articles/spreadsheet/data-presentation/sort-data.md deleted file mode 100644 index 07f6f76160..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/data-presentation/sort-data.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Sort Data -author: Anna Kondratova -legacyId: 18302 ---- -# Sort Data -The **Spreadsheet** provides the capability to sort data by text (**A to Z** or **Z to A**), numbers (**smallest to largest** or **largest to smallest**), dates and times (**oldest to newest** or **newest to oldest**) in one column. - -To perform sorting, do the following. -1. Select a range in the column you wish to sort. - - > [!NOTE] - > If multiple columns are selected, the range will be sorted by the **first** column. -2. On the **Data** tab, in the **Common** group, click **Sort A to Z** to select ascending order, or click **Sort Z to A** for descending order. - - ![EUD_ASPxSpreadsheet_Data_Sort](../../../images/img26347.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md deleted file mode 100644 index 0419a9a48f..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Copy and Paste Cell Content -author: Anna Kondratova -legacyId: 18141 ---- -# Copy and Paste Cell Content -The **Spreadsheet** allows you to copy and paste entire cells, or only their contents, using the Clipboard. - -> [!NOTE] -> Note that you can use Clipboard only in IE. For other browsers, use the keyboard shortcuts Ctrl+C, Ctrl+X and Ctrl+V to copy, cut and paste respectively. - -To move or copy cell content, follow the steps below. -1. [Select](select-cells-or-cell-content.md) the cells that you wish to move or copy. -2. In the **Clipboard** group within the **Home** tab, do one of the following. - * To move the selected cells, click the **Cut** button (or press CTRL+X or SHIFT+DELETE). - - ![EUD_ASPxSpreadsheet-Cut](../../../images/img26014.png) - * To copy the selected cells, click the **Copy** button (or press CTRL+C or CTRL+INSERT). - - ![EUD_ASPxSpreadsheet-Copy](../../../images/img26015.png) -3. Click the upper-left cell in the area where you wish to paste the copied cells. -4. In the **Clipboard** group within the **Home** tab , click the **Paste** button (or press CTRL+V or SHIFT+INSERT). - - ![EUD_ASPxSpreadsheet-Paste](../../../images/img26016.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/data-validation.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/data-validation.md deleted file mode 100644 index 6835c504ae..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/data-validation.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Data Validation ---- -# Data Validation - -## Data Validation Overview -Data validation allows you to restrict the data that can be entered into a cell. It prevents users from entering incorrect values. You can display an error messages with information on the restriction or with details on how to correct errors. - -You can access validation settings in **Data** tab's **Data Tools** group. - -![EUD_ASPxSpreadsheet_DataValidation-Menu](../../../images/spreadsheet-editing-cells-validation-menu.png) - -## Data Validation Settings -You can define data validation rules as follows: -* Select cells for which you specify rules. -* Click **Data Validation** and select the **Data Validation** command in drop-down list to invoke the **Data Validation** dialog box. - -![EUD_ASPxSpreadsheet_DataValidation-Dialog](../../../images/spreadsheet-editing-cells-validation-dialog.png) - -* Specify validation criteria on the **Settings** tab. -* Click **OK**. - -## Data Validation Message -A data validation message is displayed when a cell is focused. - -* Select cells for which a message should be displayed. -* Click **Data Validation** and select the **Data Validation** command in drop-down list to invoke the **Data Validation** dialog box. - -![EUD_ASPxSpreadsheet_DataValidation-Message](../../../images/spreadsheet-editing-cells-validation-message.png) - -* Select the **Show input message when cell is selected** checkbox on the **Input Message** tab. -* Specify a message's title and text. -* Click **OK**. - -## Data Validation Error Alert -A data validation error alert is displayed when a user enters invalid data. - - -* Select cells for which the alert should be displayed. -* Click **Data Validation** and select the **Data Validation** command in drop-down list to invoke the **Data Validation** dialog box. - -![EUD_ASPxSpreadsheet_DataValidation-Alert](../../../images/spreadsheet-editing-cells-validation-alert.png) - -* Select the **Show error alert after invalid data is entered** checkbox on the **Error Alert** tab. -* Select an alert style and specify its title and text. -* Click **OK**. - - -## Circle Invalid Data -Click **Data Validation** and select the **Circle Invalid Data** command in drop-down list to circle invalid data. - -![EUD_ASPxSpreadsheet_DataValidation-Circles](../../../images/spreadsheet-editing-cells-validation-circles.png) - -Click **Data Validation** and select the **Clear Invalid Data** command to hide circles. - - - diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/fill-data-automatically.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/fill-data-automatically.md deleted file mode 100644 index 823dc4de5b..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/fill-data-automatically.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Fill Data Automatically -author: Anna Kondratova -legacyId: 18151 ---- -# Fill Data Automatically -The **Spreadsheet** provides the capability to fill adjacent cells with data automatically. - -To fill a selected cell or a range of cells with the data contained in adjacent cells, do the following. -1. [Select](select-cells-or-cell-content.md) the cell (or range of cells) adjacent to the cell (or range of cells) of the data you wish to repeat. -2. In the **Editing** group within the **Home** tab, click the **Fill** button and select one of the following items from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_Fill](../../../images/img26055.png) - * **Fill Down** (or press CTRL+D) - pastes the contents of the cell that is above the selected cell, or pastes the contents of the topmost cell in the selected range to the cells below. - * **Fill Up** - pastes the contents of the cell below the selected cell, or pastes the contents of the lowermost cell in the selected range to the cells above. - * **Fill Right** (or press CTRL+R) - pastes the contents of the cell or cell range to the left of the selected cell(s). - * **Fill Left** - pastes the contents of the cell or cell range to the right of the selected cell(s). \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/find-and-replace.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/find-and-replace.md deleted file mode 100644 index 285773f939..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/find-and-replace.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Find and Replace -author: Anna Kondratova -legacyId: 18152 ---- -# Find and Replace -The **Spreadsheet** allows you to search for specific data in the current worksheet. To perform a search, on the **Home** tab, in the **Editing** group, click the **Find** button or press CTRL+F. - -![EUD_ASPxSpreadsheet_Home_Find](../../../images/img26056.png) - -The **Find** dialog will be invoked. - -![EUD_ASPxSpreadsheet_Home_FindDialog](../../../images/img26057.png) - -In the **Find what** field, enter the text or number you wish to find, and click the **Find Next** button to start the search. To define the direction of the search, in the **Search** field, select the **By Rows** or **By Columns** drop-down item. In the **Look in** field, select **Values** (to search cell values only) or **Formulas** (to search cell values and formula expressions, excluding the calculated results). To perform a case-sensitive search, select the **Match Case** check box. To restrict the search to the entire cell content, select the **Match entire cell contents** check box. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/insert-a-comment.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/insert-a-comment.md deleted file mode 100644 index cb104baac5..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/insert-a-comment.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Comments -author: Dmitry Platonov -legacyId: 118848 ---- -# Comments -The **Spreadsheet** allows you to attach notes to individual cells by using **comments**. Comments are extremely useful when you need to provide additional information, such as reminders, notifications, or feedback in a document without modifying cell content. - -Comments are stored separately from a cell and displayed in a floating text box. A cell containing a comment has a red triangular indicator in the corner. - - -![spreadsheet-overview.png](../../../images/img128153.png) - -You can [add](#add) new comments, [edit](#edit) existing comments, [move and resize](#move) the comment box, [hide](#hide) or [delete](#delete) comments if they are no longer needed. - -## Add a Comment -To insert a new comment, select the cell where you wish to place the comment, and do one of the following. -* On the **Review** tab, in the **Comments** group, click the **New Comment** button. - - ![EUD_Spreadsheet_AddComment_Ribbon](../../../images/img128906.png) -* Right-click the cell and select the **New Comment** item in the context menu. - - ![EUD_Spreadsheet_AddComment_ContextMenu](../../../images/img128907.png) - -## Edit a Comment -To edit an existing comment, select the cell where you wish to modify the comment, and do one of the following. -* On the **Review** tab, in the **Comments** group, click the **Edit Comment** button. - - ![EUD_Spreadsheet_EditComment_Ribbon](../../../images/img128940.png) -* Right-click the cell and select the **Edit Comment** item in the context menu. - - ![comments-contextmenu.png](../../../images/img128151.png) - -## Move and Resize a Comment -You can move and resize comment text boxes performing the following instructions. -1. Select the cell that contains the comment you wish to move or resize. - - > [!TIP] - > If the comment is hidden, click the **Show/Hide Comment** button to display the comment. -2. Click the comment box border to display the **sizing handles** (small rectangles at the corners and sides of the comment box). -3. Do one of the following. - * To move a comment, hover the mouse over the comment border so that the four-way resize arrow appears, and drag the comment to a new location. - - ![Spreadsheet_MoveComment](../../../images/img25467.png) - * To resize a comment, click one of the sizing handles and drag the edge of the comment box. - - ![Spreadsheet_ResizeComment](../../../images/img24961.png) - -## Display or Hide a Comment -To show/hide a comment text box, select the cell that contains the comment you wish to display or hide and do one of the following. -* On the **Review** tab, in the **Comments** group, click the **Show/Hide Comment** button. - -![EUD_Spreadsheet_ShowComment_Ribbon](../../../images/img128908.png) - -* Right-click the cell and select the **Show/Hide Comment** item in the context menu. - -![EUD_Spreadsheet_ShowComment_ContextMenu](../../../images/img128909.png) - -## Remove a Comment -To delete an existing comment, select the cell that contains the comment you wish to delete and do one of the following. -* On the **Review** tab, in the **Comments** group, click the **Delete** button. - -![EUD_Spreadsheet_DeleteComment_Ribbon](../../../images/img128919.png) - -* Right-click the cell and select the **Delete Comment** item in the context menu. - -![EUD_Spreadsheet_DeleteComment_Context](../../../images/img128920.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md b/interface-elements-for-web/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md deleted file mode 100644 index bc7b8a0f55..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/editing-cells/select-cells-or-cell-content.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Select Cells or Cell Content -author: Anna Kondratova -legacyId: 18153 ---- -# Select Cells or Cell Content -## Selecting Cells -To select cells in the **Spreadsheet**, use the following mouse actions and keyboard shortcuts. -1. To select a **single cell**, click the cell or press the arrow keys to move to the required cell. -2. To select a **range of cells**, do one of the following. - * Click the first cell in the range and drag it to the last cell. - * Hold down the SHIFT key, and then press the arrow keys to extend the selection. - * Click the first cell in the range, hold down the SHIFT key, and then click the last cell in the range. -3. To select the **entire worksheet**, press CTRL+A. -4. To select **nonadjacent cells**, hold down the CTRL key, and then select other cells. -5. To select an **entire row or column**, click the row or column heading. - - ![EUD_ASPxSpreadsheet_Selection_SelectSingleColumn](../../../images/img26132.png) -6. To select **multiple columns or rows**, drag across the row or column headings. - - ![EUD_ASPxSpreadsheet_Selection_SelectMultipleColumns](../../../images/img26133.png) -7. To select **several nonadjacent rows or columns**, click the heading of the first row or column in the selection, hold down CTRL, and then click the headings of other rows or columns you wish to select. - -## Selecting Cell Content -To select the cell content, double-click the cell, and then drag it across the cell content you wish to select. - -![EUD_ASPxSpreadsheet_Selection_CellContentEditing](../../../images/img26134.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/adjust-page-settings.md b/interface-elements-for-web/articles/spreadsheet/file-operations/adjust-page-settings.md deleted file mode 100644 index 479f66efac..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/adjust-page-settings.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Adjust Page Settings -author: Anna Kondratova -legacyId: 18240 ---- -# Adjust Page Settings -Before you print a worksheet, you can change page layout settings such as [page margins](#margins), [page orientation](#orientation), [paper size](#size) and specify whether [gridlines and headings](#print) should be printed in a worksheet. - -## Set Page Margins -1. Click a worksheet for which you wish to set the page margins. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Margins** button and select the margin sizes to be set for the current worksheet. - - ![EUD_ASPxSpreadsheet_PageLayout_Margins](../../../images/img26238.png) - -## Set Page Orientation -1. Click a worksheet for which you wish to specify page orientation. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Orientation** button and select **Portrait** or **Landscape** from the invoked drop-down list. - - ![EUD_ASPxSpreadsheet_PageLayout_Orientation](../../../images/img26240.png) - -## Change Paper Size -1. Click a worksheet for which you wish to set the paper size. -2. In the **Page Setup** group within the **Page Layout** tab, click the **Size** button and select one of the predefined paper sizes from the invoked drop-down list. - - ![EUD_ASPxSpreadsheet_PageLayout_Size](../../../images/img26239.png) - -## Print Gridlines and Headings -1. Click a worksheet for which you wish to print gridlines and/or headings. -2. In the **Print** group within the **Page Layout** tab, select the **Gridlines** and/or **Headings** check boxes. - - ![EUD_ASPxSpreadsheet_PrintGridlinesHeadings](../../../images/img117707.png) - -## Page Setup Dialog -You can specify every page setting in a **Page Setup** dialog. To invoke the dialog, click a dialog box launcher in the bottom right corner of the **Page Setup** or **Print** group. - -![EUD_ASPxSpreadsheet_PrintDialog](../../../images/spreadsheet-file-operations-page-setup-dialog.png) diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-workbook.md b/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-workbook.md deleted file mode 100644 index 8272fec71b..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-workbook.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Create a Workbook -author: Anna Kondratova -legacyId: 18100 ---- -# Create a Workbook -To create a blank workbook, select the **File** tab, and click the **New** button in the **Common** group. - -![EUD_ASPxSpreadsheet_CreateWorkbook](../../../images/img25922.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-worksheet.md b/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-worksheet.md deleted file mode 100644 index da40293df6..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/create-a-worksheet.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Create a Worksheet -author: Anna Kondratova -legacyId: 18102 ---- -# Create a Worksheet -To create a new worksheet within the current workbook, do one of the following: - -* Click the **Insert** button in the **Cells** group on the **Home** tab and select the **Insert Sheet** command from the drop-down list. - -![EUD_ASPxSpreadsheet_CreateWorksheet](../../../images/img26105.png) - -* Click a **New Sheet** button displayed next to the last sheet tab. - -![EUD_ASPxSpreadsheet_CreateWorksheet_plus](../../../images/spreadsheet-file-operations-create-worksheet.png) - -* Right-click a sheet tab and select the **Insert Sheet** command in the displayed context menu. - -![EUD_ASPxSpreadsheet_CreateWorksheet_ContextMenu](../../../images/spreadsheet-file-operations-create-worksheet-cm.png) - -* Rress SHIFT+F11. - diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/delete-a-worksheet.md b/interface-elements-for-web/articles/spreadsheet/file-operations/delete-a-worksheet.md deleted file mode 100644 index 97ef103ad6..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/delete-a-worksheet.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Delete a Worksheet -author: Anna Kondratova -legacyId: 18104 ---- -# Delete a Worksheet -To delete a worksheet, do one of the following. -* Switch to the worksheet you want to delete. On the **Home** tab, in the **Cells** group, click the **Delete** button and select the **Delete Sheet** item from the drop-down list. - - ![EUD_ASPxSpreadsheet_DeleteWorksheet](../../../images/img26106.png) - -* Right-click the sheet tab and select **Delete Sheet** command in the displayed context menu. -![EUD_ASPxSpreadsheet_DeleteWorksheet_ContextMenu](../../../images/spreadsheet-file-operations-delete.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/import-text-files.md b/interface-elements-for-web/articles/spreadsheet/file-operations/import-text-files.md deleted file mode 100644 index fa9ae5b0b6..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/import-text-files.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Import Text Files -author: Anna Kondratova -legacyId: 113720 ---- -# Import Text Files -The **Spreadsheet** provides the capability to save a workbook as a text file (.txt or .csv). - -## Save a Workbook as a Text File -1. To save a workbook as a text file, go to the **File** tab, and in the **Common** group, click the **Save As** button. - - ![EUD_ASPxSpreadsheet_SaveAsWorkbook](../../../images/img25925.png) -2. In the **Save Spreadsheet File As** dialog box that is invoked, select the **Text (Tab-delimited)** or **CSV (Comma-delimited)** item from the **File type** drop-down list. - - ![EUD_ASPxSpreadsheet_File_FileType](../../../images/img117634.png) - -The main features of the tab-delimited and comma-delimited file formats are described below. -* **Tab-delimited text files** - - This file format uses the _TAB_ character to separate each field of text. Note that the **Spreadsheet** only saves the active worksheet as a text (.txt) file. The columns are separated by the tab characters and each row ends with a carriage return character. The values and text in cells are saved as they are displayed in a worksheet. If a cell contains a comma, the cell contents are enclosed in double quotation marks. All formatting options applied to the cell, pictures and objects (such as hyperlinks) are lost. -* **Comma-delimited text files** - - This file format uses the _comma_ character to separate each field of text. Note that the **Spreadsheet** only saves the active worksheet as a CSV (.csv) file. Columns are separated by commas, and each row ends with a carriage return character. Cell text and values are saved as they are displayed in a worksheet. If a cell contains a comma, cell contents are enclosed in double quotation marks. All formatting options applied to the cell, pictures and objects (such as hyperlinks) are lost. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/load-a-workbook.md b/interface-elements-for-web/articles/spreadsheet/file-operations/load-a-workbook.md deleted file mode 100644 index 65762aee0e..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/load-a-workbook.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Load a Workbook -author: Anna Kondratova -legacyId: 18101 ---- -# Load a Workbook -To load a workbook, select the **File** tab, and click the **Open** button in the **Common** group or press CTRL+O. - -![EUD_ASPxSpreadsheet_LoadWorkbook](../../../images/img25923.png) - -In the invoked **Open spreadsheet file** dialog box, select the file you wish to open from your working directory. - -![EUD_ASPxSpreadsheet_OpenDialog](../../../images/img25924.png) - -The **Spreadsheet** supports the following file formats. -* Excel Workbook (*.xlsx) -* Excel Macro-Enabled Workbook (*.xlsm) -* Excel 97-2003 Workbook (*.xls) -* Tab-delimited Text File format (*.txt) -* Comma-separated Values File format (*.csv) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/print-a-workbook.md b/interface-elements-for-web/articles/spreadsheet/file-operations/print-a-workbook.md deleted file mode 100644 index 62af4377fa..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/print-a-workbook.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Print a Workbook -author: Anna Kondratova -legacyId: 18107 ---- -# Print a Workbook -To print a document, click the **Print** button in the **Common** group or press CTRL+P. - -![EUD_ASPxSpreadsheet_PrintWorkbook](../../../images/img25927.png) - -In the invoked **Print** dialog box, specify the required settings and click **Print**. - -![EUD_ASPxSpreadsheet_PrntDialog](../../../images/img25928.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/rename-a-worksheet.md b/interface-elements-for-web/articles/spreadsheet/file-operations/rename-a-worksheet.md deleted file mode 100644 index 152bde4178..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/rename-a-worksheet.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Rename a Worksheet -author: Anna Kondratova -legacyId: 18103 ---- -# Rename a Worksheet -When a new worksheet is created, the **Spreadsheet** assigns it a generic name, such as _Sheet1_, _Sheet2_, etc. - -To rename a worksheet, do one of the following: - -* Click the **Format** button in the **Cells** group on the **Home** tab and select the **Rename Sheet...** item from the drop-down list. - -![EUD_ASPxSpreadsheet_RenameWorksheet](../../../images/img26107.png) - -* Right-click the sheet tab and select the **Rename Sheet...** command in the displayed context menu. - -* Double-click the sheet tab. - - -A **Rename Sheet** dialog box appears. Rename the worksheet and click **OK**. - -![EUD_ASPxSpreadsheet_RenameWorksheetDialog](../../../images/img26108.png) - -The **Spreadsheet** sets the following rules for a valid worksheet name. -* The maximum length of a worksheet name is 31 characters. -* A worksheet name must not be an empty string. -* A worksheet name must not include the following characters: **\**, **/**, **?**, **:**, *****, **[**, **]**. -* A worksheet name must not start or end with a single quote. -* A worksheet name must not be equal to a name of another existing worksheet. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/save-a-workbook.md b/interface-elements-for-web/articles/spreadsheet/file-operations/save-a-workbook.md deleted file mode 100644 index 80a1214e22..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/save-a-workbook.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Save a Workbook -author: Anna Kondratova -legacyId: 18105 ---- -# Save a Workbook -To save a workbook, go to the **File** tab, and then click the **Save as** button in the **Common** group. - -![EUD_ASPxSpreadsheet_SaveAsWorkbook](../../../images/img25925.png) - -After that, the **Save spreadsheet file as** dialog box is invoked. - -Specify whether the file should be saved to the server or downloaded as a copy. Then specify the folder path, file name and the file format in which to save the workbook. - -![EUD_ASPxSpreadsheet_SaveDialog](../../../images/img25926.png) - -The available file formats in the **Save as** dialog box are the following. -* Excel Workbook (*.xlsx) -* Excel Macro-Enabled Workbook (*.xlsm) -* Excel 97-2003 Workbook (*.xls) -* Tab-delimited Text File format (*.txt) -* Comma-separated Values File format (*.csv) - -To save the active workbook with its current file format and location, go to the **File** tab, and then click the **Save** button in the **Common** group or press CTRL+S. If you click the **Save** button to save a newly created workbook, the **Save spreadsheet file as** dialog is invoked. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md b/interface-elements-for-web/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md deleted file mode 100644 index 30ce06f5bc..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/file-operations/undo-and-redo-last-actions.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Undo and Redo Last Actions -author: Anna Kondratova -legacyId: 18143 ---- -# Undo and Redo Last Actions -The **Spreadsheet** allows you to undo or redo your last performed action. - -To undo an action, select the **Home** tab, and click the **Undo** button in the **Undo** group (or press CTRL+Z or ALT+BACKSPACE). - -![EUD_ASPxSpreadsheet-Undo](../../../images/img26012.png) - -To redo an action that you undid, click the **Redo** button in the **Undo** group (or press CTRL+Y or ALT+SHIFT+BACKSPACE). - -![EUD_ASPxSpreadsheet-Redo](../../../images/img26013.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/formulas/cell-references.md b/interface-elements-for-web/articles/spreadsheet/formulas/cell-references.md deleted file mode 100644 index e321282d9e..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/formulas/cell-references.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Cell References -author: Anna Kondratova -legacyId: 18242 ---- -# Cell References - -If you want to change data in a worksheet without changing formulas that use this data for evaluation, you can use **cell references**. A cell reference defines cell location in a worksheet. It is a combination of column letters (**A, B, C,** etc.) and row numbers (**1, 2, 3,** etc.). For example, **A1** refers to a cell at the intersection of column A and row 1. - -To add values in cells A1 and A2, and divide the result by the value in cell A3, type the following formula (use parentheses to determine the order of operations): - -**=(A1+A2)/A3** - -You can also use a reference to a cell located in another worksheet. For example, to multiply a value in cell B1 by the value in cell B1 in _Sheet 2_, enter the following formula. - -**=B1*Sheet2!B1** - -To prevent data from changing when the formula is copied, use the **absolute reference**. Absolute references have a dollar sign ($) before column and/or row references. - -The following example demonstrates how to use a constant value in cell B1 in calculations: - -__=A1*$B$1__ \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/formulas/create-a-simple-formula.md b/interface-elements-for-web/articles/spreadsheet/formulas/create-a-simple-formula.md deleted file mode 100644 index 3bc6071453..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/formulas/create-a-simple-formula.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Create a Simple Formula -author: Anna Kondratova -legacyId: 18241 ---- -# Create a Simple Formula -The **Spreadsheet** allows you to perform calculations on data in cells using formulas. A formula is a string expression that starts with the equals sign ("="). Formulas can contain constants, math operators, functions, cell references, etc. - -You can create and edit formulas directly within cells or in a formula bar. - -For example, if you wish to add 1 to the product of 2 and 5, type the following formula in the cell in which you wish to insert the formula. - -**=2*5+1** - -Press ENTER. The result appears in the cell in which you inserted the formula. - -![EUD_ASPxSpreadsheet_Formulas_SimpleFormula](../../../images/img26284.png) diff --git a/interface-elements-for-web/articles/spreadsheet/formulas/error-types-in-formulas.md b/interface-elements-for-web/articles/spreadsheet/formulas/error-types-in-formulas.md deleted file mode 100644 index c60ee26102..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/formulas/error-types-in-formulas.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Error Types in Formulas -author: Anna Kondratova -legacyId: 18247 ---- -# Error Types in Formulas -If a formula in a cell cannot be calculated correctly, it means that the cell contains an **error**. The error appears because the formula's syntax is incorrect, or the formula uses unexpected arguments or data types. - -Errors that occur in formulas are detailed in the following table: - -| Error | Description | Example | -|---|---|---| -| **#DIV/0!** | Division by zero. | **=A1/B1** (where the value in cell B1 is equal to zero, or cell B1 is blank) | -| **#NAME?** | The formula refers to a name that doesn't exist or is spelled incorrectly. | **=SUM(Values)** (the cell range named "Values" does not exist) | -| **#N/A** | The referenced value is not available to the formula. | **=SUM(A1:A5*B1:B3)** (the array formula has arguments consisting of different numbers of elements) | -| **#NULL!** | An incorrect range operator is used in the formula, or the specified intersection includes two ranges that do not intersect. | **=SUM(A1 A3)** (a colon is missing in the cell range reference) | -| **#NUM!** | There are invalid numeric values in the formula. | **=SQRT(-4)** (the square root of a negative number cannot be calculated) | -| **#REF!** | The cell reference is not valid. | **=SUM(A1, B1)** (column B has been deleted) | -| **#VALUE!** | The formula uses values of the incorrect data type. | **=SUM(5, "Text")** (the SUM function requires numeric arguments) | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/formulas/supported-functions.md b/interface-elements-for-web/articles/spreadsheet/formulas/supported-functions.md deleted file mode 100644 index e12a2ee5a7..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/formulas/supported-functions.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Supported Functions -author: Anna Kondratova -legacyId: 18245 ---- -# Supported Functions -The **Spreadsheet** supports the following functions that are used in formulas. - -* **Mathematical Functions** - used to perform common mathematical operations: addition (SUM), multiplication (PRODUCT), exponentiation (POWER), extraction of the square root (SQRT), evaluation of trigonometric functions (e.g., SIN, COS or TAN), etc. - -* **Financial Functions** - used to perform various types of financial operations: calculation of interest rates (RATE), calculation of interest payments (IPMT), etc. - -* **Logical Functions** - used to perform logical operations such as AND, OR, NOT, etc. - -* **Text Functions** - used to provide operations with text data in cells, such as string concatenation (CONCATENATE), replacement of one part of a string with another string (REPLACE), etc. - -* **Date and Time Functions** - used to work with dates: to calculate the number of days, months, or years between two dates (e.g., DATEIF or DAYS360), or to add various components of a specified time to a worksheet (e.g., SECOND, MINUTE or HOUR). - -* **Lookup and Reference Functions** - used for searching specific data in a worksheet: to look up values in vectors, arrays or references (e.g., LOOKUP or MATCH). - -* **Statistical Functions** - used for data analysis: to find the average of a list of values (AVERAGE), to evaluate the covariance between two data sets (COVAR), to find the smallest or the largest value in a list of arguments (MAX, MIN), etc. - -* **Engineering Functions** - used to work with special functions (e.g., BESSELI or BESSELJ), complex numbers (e.g., COMPLEX or IMAGINARY) and various numeral systems (e.g., DEC2BIN or BIN2DEC). - -* **Information Functions** - used to provide information about the formatting, location or content of cells (e.g., CELL, INFO or ISTEXT). - -* **Compatibility Functions** - replaced by new functions in Microsoft® Excel® versions 2010 and higher. These functions can be used to provide compatibility with earlier versions of Microsoft® Excel®. - -All of the functions described above are available in the **Function Library** group within the **Formulas** tab. - -![EUD_ASPxSpreadsheet_Formulas_Functions](../../../images/img26286.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/formulas/using-functions-in-formulas.md b/interface-elements-for-web/articles/spreadsheet/formulas/using-functions-in-formulas.md deleted file mode 100644 index 00b03dd0b9..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/formulas/using-functions-in-formulas.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Using Functions in Formulas -author: Anna Kondratova -legacyId: 18244 ---- -# Using Functions in Formulas -The **Spreadsheet** provides the capability to use a set of predefined **functions** in formulas to perform simple or complex calculations. - -To create a formula containing functions, follow the instructions below. -1. Click the cell in which you want to insert the formula. -2. Type the equal sign "=". This is required to interpret the cell content as a formula. Skip this action if you insert the function in a cell which already contains a formula. -3. Type the function's name, or [insert the required function](#insertfunction) from the **Function Library**. -4. Enter the arguments between the function's parentheses. -5. Press **ENTER**. The result appears in the cell in which you inserted the formula. - -## Insert a Function -If you do not remember the name of the function you want to use, you can insert the desired function quickly using the **Function Library** group within the **Formulas** tab. - -On the **Formulas** tab, in the **Function Library** group, click the button corresponding to the category to which your function belongs, and select this function from the button's drop-down list. - -> [!TIP] -> Frequently used functions such as **Sum**, **Average**, **Count Numbers**, **Max** and **Min** are also listed under the **AutoSum** button on the **Home** tab in the **Editing** group. - -For example, if you wish to add all numbers in the range **E4:E8**, in the **Function Library** group, select the **SUM** function from the **AutoSum** (or **Math & Trig**) button's drop-down list. Type "E4:E8" in the function's parentheses or select the cell range directly in the worksheet, and press **ENTER**. - -![EUD_ASPxSpreadsheet_Formulas_InsertFunction](../../../images/img26285.png) - -> [!NOTE] -> If you start the formula with a function, the **Spreadsheet** automatically adds the equal sign to your formula. - -## Nested functions -You can create a formula with a function that uses another function as one of the arguments. A function that is used as an argument is called a **nested function**. A formula can contain up to 64 levels of nesting. - -Examples of formulas with nested functions are detailed in the table below. - -| Formula | Description | -|---|---| -| **=ROUND(SUM(A1:A5),2)** | Round the sum of the values contained in the cell range **A1:A5** to two decimal places. | -| **=SQRT(AVERAGE(A1:A5))** | Returns the square root of the average value of the numbers in the cell range **A1:A5**. | -| **=IF(A5<1000, POWER(A5,2))** | Square the value in cell **A5** if it is less than 1000. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts.md deleted file mode 100644 index 68a5221160..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Keyboard Shortcuts -author: Anna Kondratova -legacyId: 113751 ---- -# Keyboard Shortcuts -The **Spreadsheet** provides the capability to perform common commands quickly using keyboard shortcuts. - -All supported shortcuts are divided into the following groups. -* [File Operations](keyboard-shortcuts/file-operations.md) -* [Navigation inside Worksheets](keyboard-shortcuts/navigation-inside-worksheets.md) -* [Work with Selections ](keyboard-shortcuts/work-with-selections.md) -* [Copy, Paste and Edit the Cell Content](keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md) -* [Cell Formatting ](keyboard-shortcuts/cell-formatting.md) -* [Work with Columns and Rows](keyboard-shortcuts/work-with-columns-and-rows.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md deleted file mode 100644 index 3eedae341f..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/cell-formatting.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Cell Formatting -author: Anna Kondratova -legacyId: 113760 ---- -# Cell Formatting -The key combinations that allow you to apply formatting options quickly are listed in the following table. - -| Shortcut | Description | -|---|---| -| CTRL+B or CTRL+2 | Applies or removes bold formatting. | -| CTRL+I or CTRL+3 | Applies or removes italic formatting. | -| CTRL+U or CTRL+4 | Applies or removes underlining. | -| CTRL+5 | Applies or removes strikethrough. | -| CTRL+SHIFT+7 | Applies the outline border to the selected cell or cell range. | -| CTRL+SHIFT+1 | Applies the **Number** format with two decimal places. | -| CTRL+SHIFT+2 | Applies the **Time** format. | -| CTRL+SHIFT+3 | Applies the **Date** format. | -| CTRL+SHIFT+4 | Applies the **Currency** format. | -| CTRL+SHIFT+5 | Applies the **Percentage** format. | -| CTRL+SHIFT+6 | Applies the **Scientific** number format. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md deleted file mode 100644 index 280c80dafe..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Copy, Paste and Edit the Cell Content -author: Anna Kondratova -legacyId: 113755 ---- -# Copy, Paste and Edit the Cell Content -The key combinations used to work with cell content are listed below. - -| Shortcut | Description | -|---|---| -| F2 | Turns on the edit mode for the active cell and positions the cursor at the end of the cell content. | -| SHIFT+LEFT ARROW KEY | In the cell edit mode, selects or deselects one character to the left. | -| SHIFT+RIGHT ARROW KEY | In the cell edit mode, selects or deselects one character to the right. | -| CTRL+SHIFT+LEFT ARROW KEY | In the cell edit mode, selects or deselects one word to the left. | -| CTRL+SHIFT+RIGHT ARROW KEY | In the cell edit mode, selects or deselects one word to the right. | -| SHIFT+HOME | In the cell edit mode, selects from the cursor current position to the beginning of the cell. | -| SHIFT+END | In the cell edit mode, selects from the cursor current position to the end of the cell. | -| ALT+ENTER | Starts a new line in the same cell. | -| ENTER | Completes a cell entry and selects the cell below. | -| SHIFT+ENTER | Completes a cell entry and selects the cell above. | -| TAB | Completes a cell entry and selects the cell to the right. | -| SHIFT+TAB | Completes a cell entry and selects the cell to the left. | -| ESC | Cancels an entry in a cell. | -| BACKSPACE | In the cell edit mode, deletes a character to the left of the cursor. | -| DELETE | Removes the cell content without affecting the cell formatting. | -| CTRL+DELETE | In the cell edit mode, deletes all characters from the cursor current position to the end of the word. | -| CTRL+Z or ALT+BACKSPACE | Performs the **Undo** command to reverse the last action or to delete the last entry you typed. | -| CTRL+Y or ALT+SHIFT+BACKSPACE | Repeats the last action. | -| CTRL+C or CTRL+INSERT | Copies the selected cell in the clipboard. | -| CTRL+V or SHIFT+INSERT | Inserts the contents of the clipboard in the specified cell and replaces any selection. | -| CTRL+X or SHIFT+DELETE | Cuts the selected cells. | -| CTRL+D | Performs the **Fill Down** command to copy the contents of the topmost cell to the cells below. | -| CTRL+R | Performs the **Fill Right** command to copy the contents of the leftmost cell to the cell to the right. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/file-operations.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/file-operations.md deleted file mode 100644 index db2da20603..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/file-operations.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: File Operations -author: Anna Kondratova -legacyId: 113752 ---- -# File Operations -The key combinations used to perform file operations are listed in the table below. - -| Shortcut | Description | -|---|---| -| SHIFT+F11 | Inserts a new worksheet in front of the existing worksheet within the current workbook. | -| CTRL+P | Invokes the **Print** dialog box. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md deleted file mode 100644 index 191fb25de9..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Navigation inside Worksheets -author: Anna Kondratova -legacyId: 113753 ---- -# Navigation inside Worksheets -The key combinations that allow you to navigate through a worksheet are listed in the table below. - -| Shortcut | Description | -|---|---| -| LEFT ARROW KEY | Moves the active cell one cell to the left in a worksheet. | -| RIGHT ARROW KEY | Moves the active cell one cell to the right in a worksheet. | -| UP ARROW KEY | Moves the active cell one cell up in a worksheet. | -| DOWN ARROW KEY | Moves the active cell one cell down in a worksheet. | -| ENTER | Moves the active cell one cell down in a worksheet. | -| SHIFT+ENTER | Moves the active cell one cell up in a worksheet. | -| TAB | Moves the active cell one cell to the right in a worksheet. | -| SHIFT+TAB | Moves the active cell one cell to the left in a worksheet. | -| CTRL+F | Invokes the **Find** dialog (with the **Find** tab activated). | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md deleted file mode 100644 index 845db488f2..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Work with Columns and Rows -author: Anna Kondratova -legacyId: 113767 ---- -# Work with Columns and Rows -The key combinations that allow you to display, hide or group columns and rows in a worksheet are listed in the following table. - -| Shortcut | Description | -|---|---| -| CTRL+9 | Hides the selected rows. | -| CTRL+SHIFT+9 | Displays the hidden rows. | -| CTRL+0 | Hides the selected columns. | -| CTRL+SHIFT+0 | Displays the hidden columns. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md b/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md deleted file mode 100644 index 75f670992a..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/keyboard-shortcuts/work-with-selections.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Work with Selections -author: Anna Kondratova -legacyId: 113754 ---- -# Work with Selections -The key combinations that allow you to work with selections are listed in the table below. - -| Shortcut | Description | -|---|---| -| ENTER | Moves the active cell one cell down in the selection. | -| SHIFT+ENTER | Moves the active cell one cell up in the selection. | -| TAB | Moves the active cell one cell to the right in the selection. | -| SHIFT+TAB | Moves the active cell one cell to the left in the selection. | -| CTRL+A | Selects the entire worksheet or the data region to which the active cell belongs. | -| SHIFT+ARROW KEYS | Extend the selection by one cell. | \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md b/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md deleted file mode 100644 index 7ac36521a1..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Insert a Picture -author: Anna Kondratova -legacyId: 18183 ---- -# Insert a Picture -The **Spreadsheet** allows you to insert pictures in a worksheet. - -You can insert graphics of the following type. -* Bitmap (*.bmp, *.dib) -* JPEG File Interchange Format (*.jpg, *.jpeg) -* Portable Network Graphics (*.png) -* Graphics Interchange Format (*.gif) - -To insert a picture, follow the instructions below. -1. On the **Insert** tab, in the **Illustrations** group, click the **Picture** button. - - ![EUD_ASPxSpreadsheet_Insert_PictureButton](../../../images/img26136.png) -2. In the **Insert Image** dialog box that is invoked, enter an image's web address (if you are going to load a picture from the web) or locate the required folder and select a file (if you are going to load pictures from your computer). Click **Insert**. The picture will be inserted into the worksheet. - - ![EUD_ASPxSpreadsheet_Insert_PictureDialog](../../../images/img26137.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md b/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md deleted file mode 100644 index 1341e2f82f..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Insert and Delete Hyperlinks -author: Anna Kondratova -legacyId: 18185 ---- -# Insert and Delete Hyperlinks -The **Spreadsheet** allows you to [insert](#inserthyperlink), edit and [delete](#deletehyperlink) hyperlinks. A hyperlink is a link from a worksheet to another file or Web page that can be opened when you click the hyperlink text or image. - -![EUD_ASPxSpreadsheet_Insert_HyperlinkEx](../../../images/img26140.png) - -## Insert a Hyperlink -1. Click the cell in which you wish to insert a hyperlink. -2. Do one of the following. - * In the **Links** group within the **Insert** tab, click the **Hyperlink** button. - - ![EUD_ASPxSpreadsheet_Insert_HyperlinkButton](../../../images/img26139.png) - * Right-click the cell and select **Hyperlink...** from the context menu. - - ![EUD_ASPxSpreadsheet_Insert_HyperlinkContextMenu](../../../images/img26141.png) -3. In the invoked **Insert Hyperlink** dialog box, select whether you wish to insert a hyperlink to a Web page or an email address. Depending on your choice, provide all the required options in the dialog box. - - ![EUD_ASPxSpreadsheet_Insert_HyperlinkDialog](../../../images/img26145.png) - -## Delete a Hyperlink -1. To delete a hyperlink along with its text, do one of the following. - * In the **Editing** group within the **Home** tab, click the **Clear** button, and select **Clear Contents** from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_ClearContents](../../../images/img26142.png) - * Right-click the cell that contains the hyperlink and select **Clear Contents** from the invoked context menu. - * Focus the cell that contains the hyperlink and press DELETE. -2. To delete a hyperlink while maintaining its text with hyperlink formatting, in the **Editing** group within the **Home** tab, click **Clear**, and select **Clear Hyperlinks** from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_ClearHyperlinks](../../../images/img26143.png) -3. To delete a hyperlink while maintaining its text with default formatting, do one of the following. - * In the **Editing** group within the **Home** tab, click the **Clear** button, and select **Remove Hyperlinks** from the drop-down list. - - ![EUD_ASPxSpreadsheet_Home_RemoveHyperlinks](../../../images/img26144.png) - * Right-click the cell that contains the hyperlink and select **Remove Hyperlinks** from the invoked context menu. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/move-and-resize-a-picture.md b/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/move-and-resize-a-picture.md deleted file mode 100644 index 2a2019f534..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/pictures-and-hyperlinks/move-and-resize-a-picture.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Move and Resize a Picture -author: Anna Kondratova -legacyId: 18184 ---- -# Move and Resize a Picture -## Move a Picture -1. Click the picture you wish to move. -2. Drag the picture to a new location. - -## Resize a Picture -1. Click the picture to be resized. -2. Drag the _sizing handle_ away from the center (or towards the center) of the picture, and release it once the desired size is reached. - - ![EUD_ASPxSpreadsheet_Insert_MoveResizeImage](../../../images/img26138.png) - -When you change the width of the object by dragging a _corner sizing handle_, the object's height will automatically be changed to maintain the aspect ratio of the object and vice-versa. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md b/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md deleted file mode 100644 index 213b32e440..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/ribbon-interface.md +++ /dev/null @@ -1,115 +0,0 @@ ---- -title: Ribbon Interface -author: Anna Kondratova -legacyId: 18079 ---- -# Ribbon Interface -The comprehensive functionality of the **Spreadsheet** is provided by a set of **Ribbon** pages. Ribbon pages are divided into logical groups that include commands with common features. Use the **Ribbon** interface to perform basic operations in the **Spreadsheet** (to [create](../file-operations/create-a-workbook.md) a workbook, [create](../file-operations/create-a-worksheet.md) or [delete](../file-operations/delete-a-worksheet.md) worksheets, [select](../editing-cells/select-cells-or-cell-content.md) data in a worksheet, navigate through a worksheet, etc.). - -## File -![EUD_ASPxSpreadsheetFileTab](../../../images/img25920.png) - -[Create a Workbook](../file-operations/create-a-workbook.md) - -[Load a Workbook](../file-operations/load-a-workbook.md) - -[Save a Workbook](../file-operations/save-a-workbook.md) - -[Print a Workbook](../file-operations/print-a-workbook.md) - -## Home -![EUD_ASPxSpreadSheet_HomeTab](../../../images/img26003.png) - -[Undo and Redo Last Actions](../file-operations/undo-and-redo-last-actions.md) - -[Copy and Paste Cell Content](../editing-cells/copy-and-paste-cell-content.md) - -[Format Cells](../cell-formatting/format-cells.md) - -[Format Cell Content](../cell-formatting/format-cell-content.md) - -[Wrap Text and Merge Cells](../cell-formatting/wrap-text-and-merge-cells.md) - -[Number Formatting](../cell-formatting/number-formatting.md) - -[Clear Cell Formatting](../cell-formatting/clear-cell-formatting.md) - -[Insert and Delete Columns and Rows](../columns-and-rows/insert-and-delete-rows-and-columns.md) - -[Show and Hide Columns and Rows](../columns-and-rows/show-and-hide-columns-and-rows.md) - -[Specify Column Width and Row Height](../columns-and-rows/specify-column-width-and-row-height.md) - -[Fill Data Automatically](../editing-cells/fill-data-automatically.md) - -[Find and Replace](../editing-cells/find-and-replace.md) - -[Format As Table](../cell-formatting/format-as-table.md) - -## Insert -![EUD_ASPxSpreadsheet_InsertTab](../../../images/img26104.png) - - -[Insert a Picture](../pictures-and-hyperlinks/insert-a-picture.md) - -[Move and Resize a Picture](../pictures-and-hyperlinks/move-and-resize-a-picture.md) - -[Charting Overview](../charting/charting-overview.md) - -[Creating a Chart](../charting/creating-a-chart.md) - -[Changing a Chart Type](../charting/changing-a-chart-type.md) - -[Applying a Predefined Chart Layout and Style](../charting/applying-a-predefined-chart-layout-and-style.md) - -[Modifying a Chart Manually](../charting/modifying-a-chart-manually.md) - -[Insert and Delete Hyperlinks](../pictures-and-hyperlinks/insert-and-delete-hyperlinks.md) - - -## Page Layout -![EUD_ASPxSpreadsheet_PageLayoutMenu](../../../images/img26237.png) - -[Adjust Page Settings](../file-operations/adjust-page-settings.md) - - -## Formulas -![EUD_ASPxSpreadsheet_FormulasMenu](../../../images/img26252.png) - -[Create a Simple Formula](../formulas/create-a-simple-formula.md) - -[Cell References](../formulas/cell-references.md) - -[Using Functions in Formulas ](../formulas/using-functions-in-formulas.md) - -[Supported Functions](../formulas/supported-functions.md) - -[Error Types in Formulas](../formulas/error-types-in-formulas.md) - -## Data -![EUD_ASPxSpreadsheet_DataMenu](../../../images/img26346.png) - -[Sort Data](../data-presentation/sort-data.md) - -[Filtering](../data-presentation/filtering.md) - -[Data Validation](../editing-cells/data-validation.md) - -## Review -![EUD_ASPxSpreadsheet_ReviewMenu](../../../images/spreadsheet-tab-review.png) - -[Comments](../editing-cells/insert-a-comment.md) - - -## View -![EUD_ASPxSpreadsheet_ViewMenu](../../../images/img117633.png) - -[Document Views](../viewing/document-views.md) - -[Hide and Display Gridlines](../viewing/hide-gridlines.md) - -[Hide and Display Headings](../viewing/hide-and-display-headings.md) - -[Full Screen Mode](../viewing/full-screen-mode.md) - -[Freeze Panes](../data-presentation/freeze-panes.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md b/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md deleted file mode 100644 index 9fa538459b..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Spreadsheet Elements -author: Anna Kondratova -legacyId: 18088 ---- -# Spreadsheet Elements -The **Spreadsheet** consists of visual elements that provide the capability to [create](../file-operations/create-a-workbook.md), edit and view spreadsheet documents, which are called **workbooks**. A workbook includes one or more **worksheets** used to store data. You can [add](../file-operations/create-a-worksheet.md), [delete](../file-operations/delete-a-worksheet.md) and [rename](../file-operations/rename-a-worksheet.md) worksheets in a workbook. All existing worksheets are displayed on the **Sheet tab** bar at the bottom of the control. Click one of the sheet tabs to switch between existing worksheets. To navigate through the current worksheet, use the horizontal and vertical **scrollbars**. - -A worksheet consists of **cells** that are organized into 1,048,576 **rows** and 16,384 **columns**. Each row is numbered (**1**, **2**, **3**, ...) and each column is lettered (**A**, **B**, **C**, ...) according to the [A1 reference style](../formulas/cell-references.md). **Row** and **column headings** are displayed at the left and at the top of a worksheet, respectively. - -An individual cell is a box at the intersection of a column and a row. Each cell is indicated by a **cell reference** (the column letter and row number where the column and row intersect). For example, **B2** refers to a cell at the intersection of column **B** and row **2**. The current cell that is selected and used to enter data is called the **active cell**. The active cell is identified by a blue border around the cell. - -Each cell contains a single piece of data, the **cell value**. You can enter different types of values such as text, numbers or dates. The **Spreadsheet** also provides the capability to create and edit [formulas](../formulas/create-a-simple-formula.md) that perform calculations on the data on a worksheet. - -![EUD_ASPxSpreadsheet_InterfaceElements](../../../images/img26083.png) - -## Context Menu -The **Spreadsheet** supports a **Context Menu**, which appears when you right-click a worksheet. The context menu provides common commands for working with cell content. - -![EUD_ASPxSpreadsheet_ContextMenu](../../../images/img26084.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/document-views.md b/interface-elements-for-web/articles/spreadsheet/viewing/document-views.md deleted file mode 100644 index 24f264e9db..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/document-views.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Document Views ---- -# Document Views -Use buttons in **View** tab's **Document Views** group to switch document view. - -![EUD_ASPxSpreadsheet_ViewMenu](../../../images/img117633.png) - - The **Editing View** mode allows you to modify a document. - - The **Reading View** mode disables the editing functionality and replaces the [ribbon](../spreadsheet-ui/ribbon-interface.md) with a compact toolbar. - - - - diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/full-screen-mode.md b/interface-elements-for-web/articles/spreadsheet/viewing/full-screen-mode.md deleted file mode 100644 index b9230f8126..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/full-screen-mode.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Full Screen Mode -author: Anna Kondratova -legacyId: 113718 ---- -# Full Screen Mode -The **Spreadsheet** provides functionality to display worksheets in full screen mode. - -To turn on full screen mode, go to the **View** tab, and then click the **Full Screen** button in the **View** group (or press F11 button). - -![EUD_ASPxSpreadsheet_View_FullScreen](../../../images/img117685.png) - -To disable the full screen mode, click the same button. \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-diaplay-headings.md b/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-diaplay-headings.md deleted file mode 100644 index ca1a44725d..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-diaplay-headings.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Hide and Display Headings ---- -# Hide and Display Headings -You can hide row and column headings in a worksheet. - -* Row headings are numbers that are displayed to the left side of the sheet. -* Column headings are letters that are displayed above columns. - -Clear the **Headings** checkbox in the **View** tab's **Show** group to hide headings. - -![EUD_ASPxSpreadsheet_View_Gridlines](../../../images/spreadsheet-viewing-headings.png) - -To display headings, select the **Headings** checkbox. diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-headings.md b/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-headings.md deleted file mode 100644 index 8999f75fb6..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-headings.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Hide and Display Headings ---- -# Hide and Display Headings -**Row headings** are numbers that are displayed to the left side of the sheet. - -**Column headings** are letters that are displayed above columns. - -![EUD_ASPxSpreadsheet_InterfaceElements](../../../images/img26083.png) - -Clear the **Headings** check box in **View** tab's **Show** group to hide headings. - -![EUD_ASPxSpreadsheet_View_Gridlines](../../../images/spreadsheet-viewing-headings.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-worksheets.md b/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-worksheets.md deleted file mode 100644 index 611271b4be..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/hide-and-display-worksheets.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Hide and Display Worksheets -author: Anna Kondratova -legacyId: 113721 ---- -# Hide and Display Worksheets -The **Spreadsheet** provides the capability to hide worksheets in a workbook. It can be useful if you want to remove a worksheet from the **Sheet tab** bar without deleting it. By default, all worksheets are displayed on the **Sheet tab** bar. - -## Hide Worksheets -To hide a worksheet do one of the following: -* On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Hide Sheet**. - -![EUD_ASPxSpreadsheet_View_HideSheets](../../../images/img117689.png) - -* Right-click a sheet tab and select the **Hide Sheet** command in the displayed context menu. - -Note that this command is disabled when a workbook includes only one visible worksheet. - - - -## Display Hidden Worksheets -To display a hidden worksheet do one of the following: - -* On the **Home** tab, in the **Cells** group, click the **Format** button and select **Hide & Unhide | Unhide Sheet...**. - - -* Right-click a sheet tab and select the **Unhide Sheet...** command in the displayed context menu. - ![EUD_ASPxSpreadsheet_View_UnhideSheets](../../../images/img117688.png) - -The **Unhide** dialog box appears. Select the name of the worksheet you want to display and click **OK**. - -![EUD_ASPxSpreadsheet_View_UnhideSheetsDialog](../../../images/img117691.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/spreadsheet/viewing/hide-gridlines.md b/interface-elements-for-web/articles/spreadsheet/viewing/hide-gridlines.md deleted file mode 100644 index 05babb0c4d..0000000000 --- a/interface-elements-for-web/articles/spreadsheet/viewing/hide-gridlines.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Hide and Display Gridlines -author: Anna Kondratova -legacyId: 113717 ---- -# Hide and Display Gridlines -The **Spreadsheet** allows you to hide gridlines that are displayed on a worksheet by default. - -In the **Show** group within the **View** tab, uncheck the **Gridlines** check box to hide gridlines on a worksheet. - -![EUD_ASPxSpreadsheet_View_Gridlines](../../../images/img117686.png) - -To display gridlines, select the **Gridlines** check box. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tab-control.md b/interface-elements-for-web/articles/tab-control.md deleted file mode 100644 index c0f23e6203..0000000000 --- a/interface-elements-for-web/articles/tab-control.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tab Control -author: Svetlana Nikulina -legacyId: 9380 ---- -# Tab Control -This section describes the capabilities provided by the Tab Control, which is used for a presentation of tabbed interfaces. - -Click tabs to switch them. An active tab is highlighted. - -![ASPxTabControl_UD](../images/img13293.png) - -**Tab Scrolling** -* [Tab Scrolling](tab-control/tab-scrolling.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tab-control/tab-scrolling.md b/interface-elements-for-web/articles/tab-control/tab-scrolling.md deleted file mode 100644 index ef9ec742e8..0000000000 --- a/interface-elements-for-web/articles/tab-control/tab-scrolling.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Tab Scrolling -author: Svetlana Nikulina -legacyId: 9381 ---- -# Tab Scrolling -If tab scrolling is enabled, click the ![ASPxTabControl_LeftScrollButton](../../images/img13297.png) and ![ASPxTabControl_RightScrollButton](../../images/img13298.png) buttons to scroll tabs. - -![ASPxTabControl_Scrolling](../../images/img13299.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list.md b/interface-elements-for-web/articles/tree-list.md deleted file mode 100644 index 32443197c5..0000000000 --- a/interface-elements-for-web/articles/tree-list.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Tree List -author: Bogdan Harchenko -legacyId: 4858 ---- -# Tree List -This section describes the capabilities the **Tree List** (multi-column tree view) provides. - -![ASPxTreeList](../images/img6967.png) - -  - -**Data Editing** -* [Edit Cell Values](tree-list/data-editing/edit-cell-values.md) -* [Batch Editing](tree-list/data-editing/batch-editing.md) - -  - -**Data Presentation** -* [Expand and Collapse Nodes](tree-list/data-presentation/expand-and-collapse-nodes.md) -* [Sort Nodes](tree-list/data-presentation/sort-nodes.md) - - -  - -**Filtering** -* [Header Filter](tree-list/filtering/header-filter.md) -* [Date Range Header Filter](tree-list/filtering/date-range-header-filter.md) -* [Filter Row](tree-list/filtering/filter-row.md) -* [Search Panel](tree-list/filtering/search-panel.md) -* [Creating Complex Filter Criteria With The Filter Builder](tree-list/filtering/creating-complex-filter-criteria-with-the-filter-control.md) - - -  - -**Navigation and Layout** -* [Selection and Navigation](tree-list/layout-and-navigation/selection-and-navigation.md) -* [Keyboard Navigation](tree-list/layout-and-navigation/keyboard-navigation.md) -* [Reorder Nodes](tree-list/layout-and-navigation/reorder-nodes.md) -* [Reorder Columns](tree-list/layout-and-navigation/reorder-columns.md) -* [Resize Columns](tree-list/layout-and-navigation/resize-columns.md) -* [Column Chooser](tree-list/layout-and-navigation/column-chooser.md) - -**Data Summaries** -* [Data Summaries](tree-list/data-summaries.md) - -**Data Validation** -* [Data Validation](tree-list/data-validation.md) - -**Data Export** -* [Data Export](tree-list/data-export.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/data-editing/batch-editing.md b/interface-elements-for-web/articles/tree-list/data-editing/batch-editing.md deleted file mode 100644 index 4d60e1275e..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-editing/batch-editing.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Batch Editing ---- -# Batch Editing -You can create new nodes, delete existing nodes, and edit individual cell values on a single page and save these changes with one click. -* To create a new node, click the **New** button and specify field values. -* To delete a node, click the **Delete** button in the node to be deleted. -* To edit a cell value, click (or double-click) the cell and edit the value. - -The modified cells are highlighted in a different color. - -To save all changes, click **Update** or click **Cancel** to discard all the changes. - -![TreeList-batch-editing](../../../images/tree-list-batch-editing.png) - -If a Tree List contains unsaved data, a confirmation message is displayed before the data is lost (e.g., when sorting the data, changing the page or closing the web page). You can choose whether to proceed and lose changes or cancel the action. - -![EUD_CardView_Batch_Confrimation1](../../../images/img121518.png) -![EUD_CardView_Batch_Confrimation2](../../../images/img121520.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/data-editing/edit-cell-values.md b/interface-elements-for-web/articles/tree-list/data-editing/edit-cell-values.md deleted file mode 100644 index 80dff4d066..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-editing/edit-cell-values.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Edit Cell Values -author: Alexey Kazakov -legacyId: 4523 ---- -# Edit Cell Values -## Switch to Edit Mode -Click **Edit** to switch the Tree List to the edit mode. - -![ASPxTreeList_EditMode](../../../images/img7369.png) - -## Save and Discard Changes -You can modify cell values and click **Update** or click **Cancel** to discard the changes. - -![ASPxTreeList_Update](../../../images/img7370.png) - - -Click **Close** to cancel the changes made in the Edit Form. - -![ASPxTreeList_PopupEdit_close.png](../../../images/img16449.png) diff --git a/interface-elements-for-web/articles/tree-list/data-export.md b/interface-elements-for-web/articles/tree-list/data-export.md deleted file mode 100644 index b2b2d8635d..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-export.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Data Export ---- -# Data Export -The Tree List allows you to export data in the following formats. -* DOCX -* PDF -* RTF -* XLS -* XLSX - -Click a toolbar button to export the data in the corresponding format. - -![tree-list-data-export](../../images/tree-list-data-export.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/data-presentation/expand-and-collapse-nodes.md b/interface-elements-for-web/articles/tree-list/data-presentation/expand-and-collapse-nodes.md deleted file mode 100644 index 01a1b02ea5..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-presentation/expand-and-collapse-nodes.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Expand and Collapse Nodes -author: Bogdan Harchenko -legacyId: 4527 ---- -# Expand and Collapse Nodes - -Click a node's expand button to expand or collapse the node. - -![ASPxTreeList_Expand](../../../images/img7366.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/data-presentation/sort-nodes.md b/interface-elements-for-web/articles/tree-list/data-presentation/sort-nodes.md deleted file mode 100644 index 5ef506b694..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-presentation/sort-nodes.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Sort Nodes -author: Bogdan Harchenko -legacyId: 4528 ---- -# Sort Nodes -Click a column header to sort data in ascending order. If sorting has already been applied, subsequent clicks reverse the current sort order. - -![ASPxTreeList_Sorting](../../../images/img7365.png) - -A click on a column header clears the sort settings on any other columns. Hold the SHIFT key down while clicking to sort against multiple columns. - -Click a column's header while pressing the CTRL key to clear the column's sorting. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/data-summaries.md b/interface-elements-for-web/articles/tree-list/data-summaries.md deleted file mode 100644 index 5ae4904a7f..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-summaries.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Data Summaries ---- -# Data Summaries - - A summary calculates the value of an aggregate function over - all the values in a group of nodes and displays the results in the footer. - - The following aggregate functions are available: -* Average -* Count -* Max -* Min -* Sum - - ![tree-list-data-summary](../../images/tree-list-data-summary.png) diff --git a/interface-elements-for-web/articles/tree-list/data-validation.md b/interface-elements-for-web/articles/tree-list/data-validation.md deleted file mode 100644 index b253411d17..0000000000 --- a/interface-elements-for-web/articles/tree-list/data-validation.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Data Validation ---- -# Data Validation -The Tree List validates entered values and displays errors if a value does not pass validation. - -An error icon indicating the invalid value. Hover the mouse over the icon to display a hint with the error's description. - -Correct every invalid value to save data. - - -![tree-list-data-validation](../../images/tree-list-data-validation.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/filtering/creating-complex-filter-criteria-with-the-filter-control.md b/interface-elements-for-web/articles/tree-list/filtering/creating-complex-filter-criteria-with-the-filter-control.md deleted file mode 100644 index 45fde54774..0000000000 --- a/interface-elements-for-web/articles/tree-list/filtering/creating-complex-filter-criteria-with-the-filter-control.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Creating Complex Filter Criteria with the Filter Builder -author: Anna Kondratova ---- -# Creating Complex Filter Criteria with the Filter Builder -To build complex filter criteria with an unlimited number of filter conditions, combined by logical operators, use the built-in Filter Builder. - -![FilterControl](../../../images/img8592.png) - -To open the Filter Builder, click the filter image displayed within the filter bar or the filter expression link. - -![FilterControlShow1](../../../images/tree-list-filter-control-expression-link.png) - - - -To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../../images/img7351.png) buttons. - -![FilterControlInfo](../../../images/img8602.png) - - -To learn more, see the [Filter Editor](../../filter-editor.md) topic. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/filtering/date-range-header-filter.md b/interface-elements-for-web/articles/tree-list/filtering/date-range-header-filter.md deleted file mode 100644 index 16fa8648d6..0000000000 --- a/interface-elements-for-web/articles/tree-list/filtering/date-range-header-filter.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Date Range Header Filter -author: Anna Kondratova ---- -# Date Range Header Filter -The header filter's drop-down box displays a date range editor for columns containing date and time data. - -## Date Range Picker -Click a filter button to invoke a filter drop-down box that contains a date picker and a set of date range periods. - -Click the drop-down button in the **From** text box to display a calendar. You can select the first date in a date range or type the date in the text box. - -![Grid_DateRangePicker1](../../../images/img11358.png) - -Click the drop-down button in the **To** text box to display a calendar. You can select the last date in a date range or type the date in the text box. - -![Grid_DateRangePicker2](../../../images/img11360.png) - -Select the required date periods and click **OK** to apply the filter criteria. - -## Date Range Calendar -Click a filter button to invoke a filter drop-down box that contains a calendar and a set of predefined periods. - -![Grid_DateRangeCalendar](../../../images/img11356.png) - -Select the required date(s) in the calendar and date periods. Then, click **OK** to apply the filter criteria. diff --git a/interface-elements-for-web/articles/tree-list/filtering/filter-row.md b/interface-elements-for-web/articles/tree-list/filtering/filter-row.md deleted file mode 100644 index ecf0c6f160..0000000000 --- a/interface-elements-for-web/articles/tree-list/filtering/filter-row.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Filter Row -author: Anna Kondratova ---- - -# Filter Row -Type text within the **Filter Row**'s cells to filter the corresponding columns. - -To remove a column's filter, clear the text in the column's filter row. - -![TreeList_AutoFilterRow](../../../images/tree-list-filter-row-auto.png) - - - -You can modify a filter row's cell values and click **Apply** or click **Clear** to remove all the applied filters. - -![TreeList-FilterRowApply](../../../images/tree-list-filter-row-apply.png) diff --git a/interface-elements-for-web/articles/tree-list/filtering/header-filter.md b/interface-elements-for-web/articles/tree-list/filtering/header-filter.md deleted file mode 100644 index 84e6e582a1..0000000000 --- a/interface-elements-for-web/articles/tree-list/filtering/header-filter.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Header Filter -author: Anna Kondratova ---- -# Header Filter - -You can use the **Header Filter** to filter data or change the filter conditions in the Tree List. - -Click a filter button to invoke a filter drop-down list that contains unique values in a column. - -You can use the check boxes in the drop-down list to select values and click **OK** to apply the filter criteria. - -![EUD_TreeList_HeaderFilterCheckboxes](../../../images/tree-list-header-filter-check-box.png) - -If the drop-down list does not display check boxes, click the required value to apply the filter criteria. - -![EUD_TreeList_HeaderFilterList](../../../images/tree-list-header-filter-list.png) - -The drop-down list displays values that match the applied filter criteria. To remove the filter, click **(All)**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/filtering/search-panel.md b/interface-elements-for-web/articles/tree-list/filtering/search-panel.md deleted file mode 100644 index 20639598d0..0000000000 --- a/interface-elements-for-web/articles/tree-list/filtering/search-panel.md +++ /dev/null @@ -1,96 +0,0 @@ ---- -title: Search Panel -author: Anna Kondratova ---- -# Search Panel - -Use the Search Panel to locate data and highlight search result by typing the filter criterion in the search box. - -![SearchPanel](../../../images/img17905.png) - -## Apply the Search Panel Filter Criterion - -Press Enter or click the **Search** button to apply a filter criterion typed in the search panel. Otherwise, a filter is automatically applied in 1.2 seconds. - -## Clear the Search Panel Filter Criterion -To clear the search panel filter criterion, do one of the following: -* Press Delete or Backspace. -* Click the **Clear** button. -* Click the clear button in the search box when it is focused and not empty. - - ![EUD_Grid_SearchPanel](../../../images/img25472.png) - -## Search syntax -A search criterion consists of a single word in its simplest form. However, the search panel allows creating composite criteria. -* **Mask:** criterion - - maria - - ![EUD_Grid_SearchPanelCriterion1](../../../images/img25474.png) - - **Example description:** selects records that contain the "maria" string in any search column. -* **Mask:** column:criterion - - contact:maria - - ![EUD_Grid_SearchPanelCriterion2](../../../images/img25475.png) - - You can search against a specific column by preceding a search string with the column's caption plus a colon character. Instead of the complete caption, it is possible to use the caption's initial characters to perform a search against the first column whose name starts with the specified substring. To search against a column whose caption contains space characters, specify the column's display caption in quotation marks. - - If the search string contains multiple conditions separated by space characters, and at least one condition defines a search against a specific column, the tree list displays only records that match all of these conditions (the AND logical operator combines conditions). - - **Example description:** selects records that contain "maria" in the column that starts with "contact". -* **Mask:** criterion1 criretion2 - - maria anders - - **Option AND** - - ![EUD_Grid_SearchPanelCriterion3_v2](../../../images/img25993.png) - - **Option OR** - - ![EUD_Grid_SearchPanelCriterion3](../../../images/img25476.png) - - Based on conditions provided by your application vendor, the search panel can search words separated by space characters in one of the following ways. - - **Option AND** - - Only records that match all of the conditions are shown (that is, the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain both "maria" AND "anders" strings in any search column. - - **Option OR** - - If there is no column specification, the tree list displays records that match at least one of these conditions (the OR logical operator combines the conditions). If at least one condition defines a search against a specific column, the tree list displays only records that match all of these conditions (the AND logical operator combines the conditions). - - **Example description:** selects records that contain either "maria" OR "anders" strings in any search column. -* **Mask:** "criterion with spaces" - - "maria anders" - - ![EUD_Grid_SearchPanelCriterion4](../../../images/img25477.png) - - Specify this string in quotation marks to search for a string containing a space character. - - **Example description:** selects records that contain "maria anders" in any search column. -* **Mask:** criterion1 -criterion2 - - maria -anders - - ![EUD_Grid_SearchPanelCriterion5](../../../images/img25478.png) - - Precede a condition with "-" to exclude records that match this condition from the resulting set. There should be no space between the "-" sign and the condition. - - **Example description:** selects records that contain "maria", excluding records that contain "anders". -* **Mask:** - - criterion1 +criterion2 - - maria +sweden - - ![EUD_Grid_SearchPanelCriterion6](../../../images/img25479.png) - - Precede a condition with "+" to display only records that match this condition. The "+" specifier allows implementing the logical AND operator. There should be no space character between the "+" sign and the condition. - - **Example description:** selects records that contain both "maria" AND "sweden" in search columns. diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/column-chooser.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/column-chooser.md deleted file mode 100644 index c9ad988a3a..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/column-chooser.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Column Chooser -author: Svetlana Nikulina -legacyId: 16832 ---- -# Column Chooser -Click the **Column Chooser** toolbar button to invoke the Column Chooser panel. - -* Drag a column's header onto Column Chooser panel to hide the column. - -* Drag a column's header from the Column Chooser panel and drop it onto the column header panel to make the column visible. - - -![EUD_TreeList_Field Chooser](../../../images/img22695.png) - -> [!NOTE] -> This functionality may be disabled depending on the application vendor's policies. diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/keyboard-navigation.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/keyboard-navigation.md deleted file mode 100644 index ed9492b851..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/keyboard-navigation.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Keyboard Navigation -author: Andrey Trukhatchev -legacyId: 8452 ---- -# Keyboard Navigation -You can use a keyboard to perform Tree List primary navigation operations. - -## Access Key -Press CTRL+SHIFT+[_AccessKey_] keys to navigate to the Tree List. - -## Focused Node -Press the UP ARROW and DOWN ARROW keys to move focus between nodes. Moving focus from the ultimate (first or last) node within a page changes the page within the Tree List, if possible. - -## Node Selection -Press the SPACE key to select and cancel the selection of the focused node. To select multiple nodes, move node focus by arrow keys while holding down the SHIFT key. - -## Expanding/Collapsing Nodes -Press the PLUS/RIGHT ARROW and MINUS/LEFT ARROW keys to expand and collapse nodes. - -## Paging - Press the SHIFT+PAGE UP and SHIFT+PAGE DOWN key combinations to go to the next and previous Tree List page. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-columns.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-columns.md deleted file mode 100644 index 0a7912f573..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-columns.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Reorder Columns -author: Bogdan Harchenko -legacyId: 4532 ---- -# Reorder Columns -You can drag and drop a column header to change its position in the column header panel. - -![ASPxTreeList_ColumnMoving](../../../images/img8908.gif) diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-nodes.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-nodes.md deleted file mode 100644 index ca60d373f3..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/reorder-nodes.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Reorder Nodes -author: Bogdan Harchenko -legacyId: 4534 ---- -# Reorder Nodes -You can drag a node by mouse and drop it at the required position. - -![ASPxTreeList_NodeDragDrop](../../../images/img8911.gif) - -> [!NOTE] -> This functionality may be disabled in your application. This is the choice of the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/resize-columns.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/resize-columns.md deleted file mode 100644 index 2f79187031..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/resize-columns.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Resize Columns ---- -# Resize Columns - -Hover a column header's right border (so that it displays a double-sided arrow) and drag the column border to change column width. - -![ResizeColumns](../../../images/tree-list-resize-columns.png) - - - - - - - diff --git a/interface-elements-for-web/articles/tree-list/layout-and-navigation/selection-and-navigation.md b/interface-elements-for-web/articles/tree-list/layout-and-navigation/selection-and-navigation.md deleted file mode 100644 index 01ef06ac2a..0000000000 --- a/interface-elements-for-web/articles/tree-list/layout-and-navigation/selection-and-navigation.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Selection and Navigation -author: Alexey Kazakov -legacyId: 4533 ---- -# Selection and Navigation -## Navigation -Use the Tree List's pager to switch between pages. - -![ASPxTreeList_Paging](../../../images/img7367.png) - -To change the number of nodes in a Tree List, click the **Page Size** menu and select the number of nodes per page. - -## Selection - -Select and clear a check box to select and unselect the node. - -![ASPxTreeList_Selection](../../../images/img7368.png) - - -Select and clear the **Select All** checkbox to select and unselect all nodes. - -![tree-list-select-all](../../../images/tree-list-select-all.png) - -## Recursive Selection - -When you check a node in recursive selection mode, it automatically checks all its immediate child nodes, and vice versa. - -![tree-list-recursive-selection](../../../images/tree-list-select-recursive.png) diff --git a/interface-elements-for-web/articles/tree-view.md b/interface-elements-for-web/articles/tree-view.md deleted file mode 100644 index 892a0c2c5e..0000000000 --- a/interface-elements-for-web/articles/tree-view.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Tree View -author: Svetlana Nikulina -legacyId: 9347 ---- -# Tree View -The Tree View displays hierarchical data as a tree. - -![TreeView - Add methods](../images/img12409.png) - -Topics in this section: -* [Expand and Collapse Tree View Nodes](tree-view/expand-and-collapse-tree-view-nodes.md) -* [Tree View Nodes Checking](tree-view/tree-view-nodes-checking.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-view/expand-and-collapse-tree-view-nodes.md b/interface-elements-for-web/articles/tree-view/expand-and-collapse-tree-view-nodes.md deleted file mode 100644 index ca8f5e8529..0000000000 --- a/interface-elements-for-web/articles/tree-view/expand-and-collapse-tree-view-nodes.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Expand and Collapse Tree View Nodes -author: Svetlana Nikulina -legacyId: 9348 ---- -# Expand and Collapse Tree View Nodes -To expand or collapse a node, click its expand button. - -![TreeView_UD_ExpancCollapse](../../images/img13276.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/tree-view/tree-view-nodes-checking.md b/interface-elements-for-web/articles/tree-view/tree-view-nodes-checking.md deleted file mode 100644 index 6e0997970e..0000000000 --- a/interface-elements-for-web/articles/tree-view/tree-view-nodes-checking.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Tree View Nodes Checking -author: Svetlana Nikulina ---- -# Tree View Nodes Checking -Click a checkbox to toggle the node's checked state. - -![TreeView_UD_Checking](../../images/img13277.png) - -**Recursive Checking** - -When you check a node in recursive checking mode, it automatically checks all its immediate child nodes, and vice versa. - -![TreeView_UD_Checking](../../images/tree-view-checking-recursive.png) diff --git a/interface-elements-for-web/articles/vertical-grid.md b/interface-elements-for-web/articles/vertical-grid.md deleted file mode 100644 index a05311a537..0000000000 --- a/interface-elements-for-web/articles/vertical-grid.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Vertical Grid -author: Anna Kondratova -legacyId: 118090 ---- -# Vertical Grid -The Vertical Grid displays data records as grid columns, and data fields as grid rows. Vertical grid features include data editing, sorting, and filtering support. - -![EUD-ASPxVerticalGrid-Overview](../images/img127168.png) - -**Data Editing** -* [Add, Delete and Recover Columns](vertical-grid/data-editing/add-delete-and-recover-columns.md) -* [Switch to Edit Mode](vertical-grid/data-editing/switch-to-edit-mode.md) -* [Save or Discard Changes](vertical-grid/data-editing/save-or-discard-changes.md) - - -**Selection and Navigation** -* [Page Navigation](vertical-grid/selection-and-navigation/page-navigation.md) -* [Select Records](vertical-grid/selection-and-navigation/select-records.md) - -**Sorting** -* [Sorting](vertical-grid/sorting.md) - -**Filtering** -* [Header Filter](vertical-grid/filtering/header-filter.md) -* [Search Panel](vertical-grid/filtering/search-panel.md) -* [Creating Complex Filter Criteria with the Filter Builder](vertical-grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md) - -**Expand and Collapse Category Rows** -* [Expand and Collapse Category Rows](vertical-grid/expand-and-collapse-category-rows.md) - -**Data Summaries** -* [Data Summaries](vertical-grid/data-summaries.md) - -**Data Validation** -* [Data Validation](vertical-grid/data-validation.md) - -**Data Export** -* [Data Export](vertical-grid/data-export.md) \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/data-editing/add-delete-and-recover-columns.md b/interface-elements-for-web/articles/vertical-grid/data-editing/add-delete-and-recover-columns.md deleted file mode 100644 index 7f75cf4fb2..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-editing/add-delete-and-recover-columns.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Add, Delete and Recover Columns -author: Anna Kondratova -legacyId: 118052 ---- -# Add, Delete and Recover Columns -## Add a Column -To create a new column: -* Click **New**. - - ![EUD-ASPxVerticalGrid-AddNewRec](../../../images/img126997.png) -* Specify cell values. -* Click **Save changes**. - - ![EUD-ASPxVerticalGrid-SaveChanges](../../../images/img126998.png) - -## Delete a Column -* To delete a column, click **Delete** within the column to be deleted. - - ![EUD-ASPxVerticalGrid-DeleteRec](../../../images/img126999.png) -* Click **Save changes**. - - ![EUD-ASPxVerticalGrid--SaveChanges-Deleted](../../../images/img127001.png) - -## Recover Deleted Column -* To recover a deleted column before saving changes, click **Recover** within the column to be recovered. - - ![EUD-ASPxVerticalGrid-RecoverRec](../../../images/img127000.png) -* Click **Save changes**. diff --git a/interface-elements-for-web/articles/vertical-grid/data-editing/save-or-discard-changes.md b/interface-elements-for-web/articles/vertical-grid/data-editing/save-or-discard-changes.md deleted file mode 100644 index 27c4d80952..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-editing/save-or-discard-changes.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Save or Discard Changes -author: Anna Kondratova -legacyId: 118057 ---- -# Save or Discard Changes -The vertical grid allows you to edit a group of cells (on a single page) and save these changes with one click. - -You can modify cell values and click **Save changes** or click **Cancel changes** to discard all the changes. - -![EUD-ASPxVerticalGrid-SaveChanges](../../../images/img126998.png) - -If a vertical grid contains unsaved data, a confirmation message is displayed before the data is lost (e.g., when sorting the data, changing the page or closing the web page). You can choose whether to proceed and lose changes or cancel the action. - -![Grid_BatchMessage](../../../images/img22760.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/data-editing/switch-to-edit-mode.md b/interface-elements-for-web/articles/vertical-grid/data-editing/switch-to-edit-mode.md deleted file mode 100644 index 8ae519f057..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-editing/switch-to-edit-mode.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Switch to Edit Mode -author: Anna Kondratova -legacyId: 118058 ---- -# Switch to Edit Mode -To switch to edit mode do one of the following. - -* Click a cell. - - ![EUD-ASPxVerticalGrid-SingleClick](../../../images/img127024.gif) -* Double click a cell. - - ![EUD-ASPxVerticalGrid-DoubleClick](../../../images/img127025.gif) -* Click a focused cell. - - ![EUD-ASPxVerticalGrid-FocusedCellClick](../../../images/img127026.gif) - -> [!NOTE] -> Editing mode may be unavailable in your application, as this is a decision made by the application vendor. \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/data-export.md b/interface-elements-for-web/articles/vertical-grid/data-export.md deleted file mode 100644 index e5f6185f1b..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-export.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Data Export ---- -# Data Export - -The vertical grid allows you to export data in the following formats. - -* DOCX -* CSV -* PDF -* RTF -* XLS -* XLSX - - Click a toolbar button to export the data in the corresponding format. - -![vertical-grid-export](../../images/vertical-grid-export.png) - - - - - - diff --git a/interface-elements-for-web/articles/vertical-grid/data-summaries.md b/interface-elements-for-web/articles/vertical-grid/data-summaries.md deleted file mode 100644 index 2fba5a2e34..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-summaries.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Data Summaries ---- -# Data Summaries - -A summary calculates the value of an aggregate function over all the columns and is displayed in the summary panel. - The following aggregate functions are available: -* Average -* Count -* Max -* Min -* Sum - - ![Card-View-summary](../../images/vertical-grid-summary.png) - - - - - - - - diff --git a/interface-elements-for-web/articles/vertical-grid/data-validation.md b/interface-elements-for-web/articles/vertical-grid/data-validation.md deleted file mode 100644 index 7b7857a336..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/data-validation.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Data Validation ---- -# Data Validation - -The vertical grid validates entered values and displays errors if a value does not pass validation. - -An error icon indicating the invalid value. Hover the mouse over the icon to display a hint with the error's description. - -Correct every invalid value to save data. - - -![eud-grid-validation](../../images/vertical-grid-validation.png) - - - - - - - - - - - diff --git a/interface-elements-for-web/articles/vertical-grid/expand-and-collapse-category-rows.md b/interface-elements-for-web/articles/vertical-grid/expand-and-collapse-category-rows.md deleted file mode 100644 index b4efb60357..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/expand-and-collapse-category-rows.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Expand and Collapse Category Rows -author: Anna Kondratova -legacyId: 118065 ---- -# Expand and Collapse Category Rows -Click a category row's expand button to expand or collapse the row. - -![EUD-ASPxVerticalGrid-ExpandCollapse](../../images/img127029.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md b/interface-elements-for-web/articles/vertical-grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md deleted file mode 100644 index 627e55c0d6..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Creating Complex Filter Criteria with the Filter Builder -author: Anna Kondratova -legacyId: 118059 ---- -# Creating Complex Filter Criteria with the Filter Builder -To build complex filter criteria with an unlimited number of filter conditions, combined by logical operators, use the built-in Filter Builder. - -To open the Filter Builder, click the filter image displayed within the filter bar or the filter expression link. - -![EUD-ASPxVerticalGrid-FilterControl](../../../images/img127027.png) - -To create and customize filter criteria, use the ![FilterEditor_EU_AddButton](../../../images/img7350.png) and ![FilterEditor_EU_DeleteButton](../../../images/img7351.png) buttons. - -![FilterControlInfo](../../../images/img8602.png) - - - -To learn more, see the [Filter Editor](../../filter-editor.md) topic. \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/filtering/header-filter.md b/interface-elements-for-web/articles/vertical-grid/filtering/header-filter.md deleted file mode 100644 index 777db13a54..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/filtering/header-filter.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Header Filter -author: Anna Kondratova -legacyId: 118060 ---- -# Header Filter -You can use the **Header Filter** to filter data or change the filter conditions in the vertical grid. - -Click a filter button to invoke a filter drop-down list that contains unique values in a row. - -You can use the check boxes in the drop-down list to select values and click **OK** to apply the filter criteria. - -![VerticalGridHeaderFilterCheckboxes](../../../images/img123890.png) - -If the drop-down list does not display check boxes, click the required value to apply the filter criteria. - -![VerticalGridHeaderFilterList](../../../images/img123891.png) - -The drop-down list displays values that match the applied filter criteria. To remove the filter, click **(All)**. \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/filtering/search-panel.md b/interface-elements-for-web/articles/vertical-grid/filtering/search-panel.md deleted file mode 100644 index b07800336f..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/filtering/search-panel.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Search Panel -author: Anna Kondratova -legacyId: 118061 ---- -# Search Panel -Type a filter criterion in the search panel to filter data and highlight search results. - -![ASPxVerticalGrid-SearchPanel-1](../../../images/img123788.png) - -## Apply the Search Panel Filter Criterion -To apply a filter criterion typed in the search panel, press the ENTER key or click **Search**. Otherwise, a filter is automatically applied in 1.2 seconds. - -## Clear the Search Panel Filter Criterion -To clear the search panel filter criterion, do one of the following. -* Press the DELETE or BACKSPACE key. -* Click the **Clear** button. -* Click the clear button, which is displayed within the editor when the editor is focused and is not empty. - - ![EUD_Grid_SearchPanel](../../../images/img25472.png) - -## Search syntax -In its simplest form, a search criterion consists of a single word. However, the search panel allows you to create composite criteria. -* **Mask:** criterion - - **Example:** Maria - - ![VerticalGridSearchCriterion](../../../images/img123881.png) - - **Example description:** selects records that contain the "Maria" string in any search row. -* **Mask:** row:criterion - - **Example:** city: ber - - ![VerticalGridColumnSearch](../../../images/img123883.png) - - You can search against a specific row by preceding a search string with the row's caption and a colon character. Instead of the complete caption, it is possible to use the initial characters of the caption. A search will be performed against the first row whose name starts with the specified substring. If you want to search against a row whose caption contains space characters, specify the row's display caption in quotation marks. - - If the search string contains multiple conditions separated by space characters, and at least one condition defines a search against a specific row, only records that match all of these conditions are shown (i.e., the conditions are combined by the AND logical operator). - - **Example description:** selects records that contain "ber" in the row that starts with "city". -* **Mask:** criterion1 criterion2 - - **Example:** France Ma - - ![VerticalGrid2CriteriesSearch](../../../images/img123885.png) - - The search panel allows to search words separated by space characters using the AND logical operator (i.e., the conditions are combined by the AND logical operator). Only records that match all of the conditions are shown. - - **Example description:** selects records that contain both "France" AND "Ma" strings in any search row. -* **Mask:** "criterion with spaces" - - **Example:** "Maria Anders" - - ![VerticalGridSearchWithSpaces](../../../images/img123886.png) - - If you want to search for a string containing a space character, specify this string in quotation marks. - - **Example description:** selects records that contain "maria anders" in any search row. -* **Mask:** criterion1 -criterion2 - - **Example:** maria -anders - - ![VerticalGridSearchMinusCriterion](../../../images/img123887.png) - - Precede a condition with "-" to exclude records that match this condition from the resulting set. There should be no space between the "-" sign and the condition. - - **Example description:** selects records that contain "maria", excluding records that contain "anders". -* **Mask:** criterion1 +criterion2 - - **Example:** Germany +berlin - - ![VerticalGridSearchPlusCriterion](../../../images/img123888.png) - - Precede a condition with "+" to display only records that match this condition. The "+" specifier allows you to implement the logical AND operator. There should be no space character between the "+" sign and the condition. - - **Example description:** selects records that contain "Germany", excluding records that contain "berlin". \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/page-navigation.md b/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/page-navigation.md deleted file mode 100644 index c27160abc7..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/page-navigation.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Page Navigation -author: Anna Kondratova -legacyId: 118063 ---- -# Page Navigation -Use the vertical grid's pager to switch between pages. - -![VerticalGridSwitchPages](../../../images/img123843.png) - -To change the number of columns displayed within a grid, click the **Page size** menu and select the needed number of columns per page. - -![VerticalGridChangePageSize](../../../images/img123846.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/select-records.md b/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/select-records.md deleted file mode 100644 index 671433dc7c..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/selection-and-navigation/select-records.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Select Records -author: Anna Kondratova -legacyId: 118064 ---- -# Select Records -You can select columns as follows: -* Click **Select** to toggle the corresponding column's selected state. -* Select and clear a check box to select and cancel the selection of the corresponding column. - -![EUD-ASPxVerticalGrid-Selection](../../../images/img127028.png) - -Select and clear the **Select All** check box to select and cancel the selection of all columns on the page (or all columns in the grid). -![EUD-ASPxVerticalGrid-Select-All](../../../images/vertical-grid-select-all.png) \ No newline at end of file diff --git a/interface-elements-for-web/articles/vertical-grid/sorting.md b/interface-elements-for-web/articles/vertical-grid/sorting.md deleted file mode 100644 index 9a80152c8e..0000000000 --- a/interface-elements-for-web/articles/vertical-grid/sorting.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Sorting -author: Anna Kondratova -legacyId: 118062 ---- -# Sorting -Click a row header to sort data in ascending order. If sorting has already been applied, subsequent clicks reverse the current sort order. - -![eud-verticalgrid-sorting](../../images/img128957.png) - -A click on a row header clears the sort settings on any other rows. 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articles/card-view/data-editing/switch-to-edit-mode.md - - name: Save or Discard Changes - href: articles/card-view/data-editing/save-or-discard-changes.md - - name: Batch Editing - href: articles/card-view/data-editing/batch-editing.md - - name: Selection and Navigation - items: - - name: Page Navigation - href: articles/card-view/selection-and-navigation/page-navigation.md - - name: Select Cards - href: articles/card-view/selection-and-navigation/select-cards.md - - name: Sorting - href: articles/card-view/sorting.md - - name: Grouping - href: articles/card-view/grouping.md - - name: Filtering - items: - - name: Header Filter - href: articles/card-view/filtering/header-filter.md - - name: Date Range Header Filter - href: articles/card-view/filtering/date-range-header-filter.md - - name: Search Panel - href: articles/card-view/filtering/search-panel.md - - name: Creating Complex Filter Criteria with the Filter Builder - href: articles/card-view/filtering/creating-complex-filter-criteria-with-the-filter-control.md - - name: Data Summaries - href: articles/card-view/data-summaries.md - - name: Data Validation - href: articles/card-view/data-validation.md - - name: Exporting - href: articles/card-view/exporting/exporting.md -- name: Charting - href: articles/charting.md - items: - - name: Chart Designer - href: articles/charting/chart-designer.md - - name: Series Selection - href: articles/charting/series-selection.md -- name: Data View - href: articles/data-view.md -- name: Diagram - href: articles/diagram.md - items: - - name: First Look at the Diagram - href: articles/diagram/first-look-at-the-diagram.md - - name: Create a New Chart - href: articles/diagram/create-a-new-chart.md - - name: Select Elements - href: articles/diagram/select-elements.md - - name: Work with Chart Elements - href: articles/diagram/work-with-chart-elements.md - - name: Chart Layout - href: articles/diagram/chart-layout.md - - name: Page and View Settings - href: articles/diagram/page-and-view-settings.md - - name: Export to an Image - href: articles/diagram/export-to-an-image.md - - name: Keyboard Shortcuts - href: articles/diagram/keyboard-shortcuts.md -- name: Docking Panel - href: articles/docking-panel.md -- name: Editors - href: articles/editors.md - items: - - name: Work with Dropdown Editors - href: articles/editors/work-with-dropdown-editors.md - - name: Editing Values, Selecting Text and Using the Clipboard - href: articles/editors/editing-values-selecting-text-and-using-the-clipboard.md - - name: Editor Context Menu - href: articles/editors/editor-context-menu.md - - name: Masked Input - href: articles/editors/masked-input.md - - name: Calendar - href: articles/editors/calendar.md - items: - - name: Fast Navigation Window - href: articles/editors/calendar/fast-navigation-window.md - - name: Date Selection - href: articles/editors/calendar/date-selection.md - - name: Captcha - href: articles/editors/captcha.md - - name: Color Edit - href: articles/editors/color-edit.md - items: - - name: Custom Color Picker - href: articles/editors/color-edit/custom-color-picker.md - - name: Date Edit - href: articles/editors/date-edit.md - - name: Image Uploading - href: articles/editors/image-uploading.md - - name: Token Box - href: articles/editors/token-box.md - - name: Track Bar - href: articles/editors/track-bar.md - items: - - name: Track and Scale Clicks - href: articles/editors/track-bar/track-and-scale-clicks.md - - name: Change Buttons Clicks - href: articles/editors/track-bar/change-buttons-clicks.md - - name: Dragging Bar Highlight - href: articles/editors/track-bar/dragging-bar-highlight.md - - name: Drag Handle Drag-n-Drop - href: articles/editors/track-bar/drag-handle-drag-n-drop.md - - name: Validation Summary - href: articles/editors/validation-summary.md -- name: File Manager - href: articles/file-manager.md - items: - - name: File and Folder Editing - href: articles/file-manager/file-and-folder-editing.md - - name: Filtering Files - href: articles/file-manager/filtering-files.md - - name: Multiple File Selection - href: articles/file-manager/multiple-file-selection.md - - name: Uploading Files - href: articles/file-manager/uploading-files.md - - name: Downloading Files - href: articles/file-manager/downloading-files.md - - name: Details View - href: articles/file-manager/details-view.md - - name: Access Control - href: articles/file-manager/access-control.md - - name: Adaptive Layout - href: articles/file-manager/adaptive-layout.md -- name: File Upload Control - href: articles/file-upload-control.md - items: - - name: Uploading a Single File - href: articles/file-upload-control/uploading-a-single-file.md - - name: Uploading Multiple Files - href: articles/file-upload-control/uploading-multiple-files.md - - name: Canceling File Uploading - href: articles/file-upload-control/canceling-file-uploading.md - - name: 'Multi-File Selection ' - href: articles/file-upload-control/multi-file-selection.md -- name: Filter Editor - href: articles/filter-editor.md - items: - - name: Create New Conditions - href: articles/filter-editor/create-new-conditions-in-filter-editor.md - - name: Change Conditions - href: articles/filter-editor/change-conditions-in-filter-editor.md - - name: Delete Conditions - href: articles/filter-editor/delete-conditions-in-filter-editor.md -- name: Gantt - href: articles/gantt.md - items: - - name: Context Menu - href: articles/gantt/context-menu.md - - name: Export to PDF - href: articles/gantt/export-to-pdf.md - - name: Toolbar - href: articles/gantt/toolbar.md - - name: Work Time Rules - href: articles/gantt/work-time-rules.md - - name: Data Editing - items: - - name: Manage Tasks - href: articles/gantt/data-editing/manage-tasks.md - - name: Manage Dependencies - href: articles/gantt/data-editing/manage-dependencies.md - - name: Manage Resources - href: articles/gantt/data-editing/manage-resources.md -- name: Grid - href: articles/grid.md - items: - - name: Data Editing - items: - - name: Add and Delete Rows - href: articles/grid/data-editing/add-and-delete-grid-rows.md - - name: Switch a Grid to Edit Mode - href: articles/grid/data-editing/switch-a-grid-to-edit-mode.md - - name: Save or Discard Changes when Editing Rows - href: articles/grid/data-editing/save-or-discard-changes-when-editing-grid-rows.md - - name: Batch Editing - href: articles/grid/data-editing/batch-editing.md - - name: Selection and Navigation - items: - - name: Page Navigation - href: articles/grid/selection-and-navigation/page-navigation-in-grids.md - - name: Select Rows - href: articles/grid/selection-and-navigation/select-grid-rows.md - - name: Keyboard Navigation - href: articles/grid/selection-and-navigation/keyboard-navigation.md - - name: Sorting - href: articles/grid/sorting/sort-grid-rows.md - - name: Grouping - items: - - name: Group Grid Rows - href: articles/grid/grouping/group-grid-rows.md - - name: Expand and Collapse Group Rows - href: articles/grid/grouping/expand-and-collapse-group-rows.md - - name: Filtering - items: - - name: Filtering Data - href: articles/grid/filtering/filtering-grid-data.md - - name: Date Range Header Filter - href: articles/grid/filtering/date-range-header-filter.md - - name: Search Panel - href: articles/grid/filtering/search-panel.md - - name: Creating Complex Filter Criteria with the Filter Builder - href: articles/grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md - - name: Context Menu - href: articles/grid/context-menu/context-menu.md - - name: Layout Customization - items: - - name: Resize Columns - href: articles/grid/layout-customization/resize-columns.md - - name: Hide and Display Columns - href: articles/grid/layout-customization/hide-and-display-grid-columns.md - - name: Reorder Columns - href: articles/grid/layout-customization/reorder-grid-columns.md - - name: Customization Dialog - items: - - name: Customization Dialog - href: articles/grid/customization-dialog/customization-dialog.md - - name: Sorting Page - href: articles/grid/customization-dialog/sorting-page.md - - name: Grouping Page - href: articles/grid/customization-dialog/grouping-page.md - - name: Filtering Page - href: articles/grid/customization-dialog/filtering-page.md - - name: Column Chooser Page - href: articles/grid/customization-dialog/column-chooser.md - - name: Data Summaries - href: articles/grid/data-summaries.md - - name: Data Validation - href: articles/grid/data-validation.md - - name: Data Export - href: articles/grid/data-export.md - - name: Responsive Layout - href: articles/grid/responsive-layout/responsive-layout.md - - name: Grid Lookup - items: - - name: Grid Lookup - href: articles/grid/grid-lookup/grid-lookup.md - - name: Filter Grid Lookup Data - href: articles/grid/grid-lookup/filter-grid-lookup-data.md - - name: Select Grid Lookup Rows - href: articles/grid/grid-lookup/select-grid-lookup-rows.md -- name: HTML Editor - href: articles/html-editor.md - items: - - name: User Interface - items: - - name: View Modes - href: articles/html-editor/html-editor-user-interface/view-modes.md - - name: Menu Toolbar - href: articles/html-editor/html-editor-user-interface/toolbar.md - - name: Ribbon - href: articles/html-editor/html-editor-user-interface/ribbon.md - - name: Search Panel - href: articles/html-editor/html-editor-user-interface/search-panel.md - - name: Context Menu - href: articles/html-editor/html-editor-user-interface/context-menu.md - - name: Tag Inspector - href: articles/html-editor/html-editor-user-interface/tag-inspector.md - - name: Formatting Text - items: - - name: Make Text Bold - href: articles/html-editor/formatting-text/make-text-bold-in-html-editor.md - - name: Apply Italic Formatting - href: articles/html-editor/formatting-text/apply-italic-formatting-in-html-editor.md - - name: Underline Text - href: articles/html-editor/formatting-text/underline-text-in-html-editor.md - - name: Apply Strikethrough Formatting - href: articles/html-editor/formatting-text/apply-strikethrough-formatting-in-html-editor.md - - name: Change Foreground Color - href: articles/html-editor/formatting-text/change-foreground-color-in-html-editor.md - - name: Change Background Color - href: articles/html-editor/formatting-text/change-background-color-in-html-editor.md - - name: Change Font Type - href: articles/html-editor/formatting-text/change-font-type-in-html-editor.md - - name: Change Font Size - href: articles/html-editor/formatting-text/change-font-size-in-html-editor.md - - name: Make Text Superscript or Subscript - href: articles/html-editor/formatting-text/make-text-superscript-or-subscript-in-html-editor.md - - name: Remove Formatting - href: articles/html-editor/formatting-text/remove-formatting-in-html-editor.md - - name: Formatting Paragraphs - items: - - name: Text Indentation - href: articles/html-editor/formatting-paragraphs/text-indentation-in-html-editor.md - - name: Text Alignment - href: articles/html-editor/formatting-paragraphs/text-alignment-in-html-editor.md - - name: Paragraph Styling - href: articles/html-editor/formatting-paragraphs/paragraph-styling-in-html-editor.md - - name: Ordered and Bullet Lists - href: articles/html-editor/formatting-paragraphs/ordered-and-bullet-lists-in-html-editor.md - - name: Paste Formatting - href: articles/html-editor/paste-formatting.md - - name: Find and Replace Dialog - href: articles/html-editor/find-and-replace-dialog/find-and-replace-dialog.md - - name: Working with Hyperlinks - items: - - name: Create a Hyperlink - href: articles/html-editor/working-with-hyperlinks/create-a-hyperlink-in-html-editor.md - - name: Modify a Hyperlink - href: articles/html-editor/working-with-hyperlinks/modify-a-hyperlink-in-html-editor.md - - name: Remove a Hyperlink - href: articles/html-editor/working-with-hyperlinks/remove-a-hyperlink-in-html-editor.md - - name: Working with Tables - items: - - name: Create a Table - href: articles/html-editor/working-with-tables/create-a-table-in-html-editor.md - - name: Modify a Table - href: articles/html-editor/working-with-tables/modify-a-table-in-html-editor.md - - name: Remove a Table - href: articles/html-editor/working-with-tables/remove-a-table-in-html-editor.md - - name: Working with Images - items: - - name: Insert an Image - href: articles/html-editor/working-with-images/insert-an-image-in-html-editor.md - - name: Modify an Image's Settings - href: articles/html-editor/working-with-images/modify-an-images-settings-in-html-editor.md - - name: Image Settings - href: articles/html-editor/working-with-images/image-settings.md - - name: Working with Audio Files - items: - - name: Insert an Audio - href: articles/html-editor/working-with-audio-files/insert-an-audio-into-html-editor.md - - name: Modify Audio Settings - href: articles/html-editor/working-with-audio-files/modify-audio-settings-in-html-editor.md - - name: Audio Settings - href: articles/html-editor/working-with-audio-files/audio-settings.md - - name: Working with Flash Files - items: - - name: Insert a Flash - href: articles/html-editor/working-with-flash-files/insert-a-flash-into-html-editor.md - - name: Modify Flash Settings - href: articles/html-editor/working-with-flash-files/modify-flash-settings-in-html-editor.md - - name: Flash Settings - href: articles/html-editor/working-with-flash-files/flash-settings.md - - name: Working with Video Files - items: - - name: Insert a Video - href: articles/html-editor/working-with-video-files/insert-a-video-into-html-editor.md - - name: Modify Video Settings - href: articles/html-editor/working-with-video-files/modify-video-settings-in-html-editor.md - - name: Video Settings - href: articles/html-editor/working-with-video-files/video-settings.md - - name: Working with YouTube Video - items: - - name: Insert a YouTube Video - href: articles/html-editor/working-with-youtube-video/insert-a-youtube-video-into-html-editor.md - - name: Modify YouTube Video Settings - href: articles/html-editor/working-with-youtube-video/modify-youtube-video-settings-in-html-editor.md - - name: YouTube Video Settings - href: articles/html-editor/working-with-youtube-video/youtube-video-settings.md - - name: Miscellaneous Operations - items: - - name: Repeat and Undo Actions - href: articles/html-editor/miscellaneous-operations/repeat-and-undo-actions-in-html-editor.md - - name: Printing Content - href: articles/html-editor/miscellaneous-operations/printing-html-editor-content.md - - name: Clipboard Operations - href: articles/html-editor/miscellaneous-operations/clipboard-operations-in-html-editor.md - - name: Check Spelling - href: articles/html-editor/miscellaneous-operations/check-spelling-in-html-editor.md - - name: Sizing and Full-Screen Mode - href: articles/html-editor/miscellaneous-operations/sizing-and-full-screen-mode.md - - name: Export Content to Various Documents Formats - href: articles/html-editor/miscellaneous-operations/export-html-editor-content-to-various-documents-formats.md - - name: Shortcuts - href: articles/html-editor/miscellaneous-operations/shortcuts.md -- name: Image Gallery - href: articles/image-gallery.md - items: - - name: Fullscreen Viewer - href: articles/image-gallery/fullscreen-viewer.md - - name: Image Gallery Pager - href: articles/image-gallery/image-gallery-pager.md -- name: Image Slider - href: articles/image-slider.md -- name: Image Zoom - href: articles/image-zoom.md - items: - - name: Fullscreen Window - href: articles/image-zoom/fullscreen-window.md - - name: Navigation Bar - href: articles/image-zoom/navigation-bar.md -- name: Menu - href: articles/menu.md - items: - - name: Menu Scrolling - href: articles/menu/menu-scrolling.md - - name: Responsive Layout - href: articles/menu/responsive-layout.md -- name: Navigation Bar - href: articles/navigation-bar.md -- name: News Control - href: articles/news-control.md -- name: Pivot Table - href: articles/pivot-table.md - items: - - name: Data Presentation - href: articles/pivot-table/data-presentation.md - items: - - name: Sort Data in Pivot Tables - href: articles/pivot-table/data-presentation/sort-data-in-pivot-tables.md - items: - - name: Simple Sorting - href: articles/pivot-table/data-presentation/sort-data/simple-sorting.md - - name: Sort Data Using a Field List - href: articles/pivot-table/data-presentation/sort-data/sort-data-using-a-field-list.md - - name: Sort Data by Summaries - href: articles/pivot-table/data-presentation/sort-data/sort-data-by-summaries.md - - name: Filter Data in Pivot Tables - href: articles/pivot-table/data-presentation/filter-data-in-pivot-tables.md - items: - - name: Filter Data by Field Values - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values.md - items: - - name: Invoke a Filter Popup Window - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/invoke-a-filter-popup-window.md - - name: Using Filter Popup Windows - href: articles/pivot-table/data-presentation/filter-data/filter-data-by-field-values/using-filter-popup-windows.md - - name: Build Complex Filter Criteria - href: articles/pivot-table/data-presentation/filter-data/build-complex-filter-criteria.md - - name: Layout Customization - href: articles/pivot-table/layout-customization.md - items: - - name: Expand and Collapse Groups in Pivot Tables - href: articles/pivot-table/layout-customization/expand-and-collapse-groups-in-pivot-tables.md - - name: Hide Pivot Table Fields - href: articles/pivot-table/layout-customization/hide-pivot-table-fields.md - items: - - name: Hide Fields Using the Context Menu - href: articles/pivot-table/layout-customization/hide-fields/hide-fields-using-the-context-menu.md - - name: Hide Fields Using a Field List - href: articles/pivot-table/layout-customization/hide-fields/hide-fields-using-a-field-list.md - - name: Display Hidden Pivot Table Fields - href: articles/pivot-table/layout-customization/display-hidden-pivot-table-fields.md - - name: Reorder Pivot Table Fields - href: articles/pivot-table/layout-customization/reorder-pivot-table-fields.md - items: - - name: Simple Fields Reordering - href: articles/pivot-table/layout-customization/reorder-fields/simple-fields-reordering.md - - name: Reorder Fields Using a Field List - href: articles/pivot-table/layout-customization/reorder-fields/reorder-fields-using-a-field-list.md - - name: Field List Overview - href: articles/pivot-table/field-list-overview.md - items: - - name: Invoke a Field List - href: articles/pivot-table/field-list/invoke-a-field-list.md - - name: Defer Pivot Table Updates - href: articles/pivot-table/field-list/defer-pivot-table-updates.md - - name: Change Field List Layout - href: articles/pivot-table/field-list/change-field-list-layout.md -- name: Popup Window - href: articles/popup-window.md -- name: Rating - href: articles/rating.md -- name: Ribbon - href: articles/ribbon.md - items: - - name: Minimizing the Ribbon - href: articles/ribbon/minimizing-the-ribbon.md - - name: Gallery Bar - href: articles/ribbon/gallery-bar.md - - name: Invoke Ribbon Commands - href: articles/ribbon/invoke-ribbon-commands.md -- name: Rich Text Editor - href: articles/rich-text-editor.md - items: - - name: Text Editor UI - items: - - name: Editor Elements - href: articles/rich-text-editor/text-editor-ui/editor-elements.md - - name: Ribbon Interface - href: articles/rich-text-editor/text-editor-ui/ribbon-interface.md - - name: File Operations - items: - - name: Create a New Document - href: articles/rich-text-editor/file-operations/create-a-new-document.md - - name: Open a Document - href: articles/rich-text-editor/file-operations/load-a-document.md - - name: Save a Document - href: articles/rich-text-editor/file-operations/save-a-document.md - - name: Print a Document - href: articles/rich-text-editor/file-operations/print-a-document.md - - name: Document Layout and Page Setup - items: - - name: Insert a Page Break - href: articles/rich-text-editor/document-layout-and-page-setup/insert-a-page-break.md - - name: Divide a Documents into Sections - href: articles/rich-text-editor/document-layout-and-page-setup/divide-a-documents-into-sections.md - - name: Adjust Page Settings - href: articles/rich-text-editor/document-layout-and-page-setup/adjust-page-settings.md - - name: Lay Out Text in Columns - href: articles/rich-text-editor/document-layout-and-page-setup/lay-out-text-in-columns.md - - name: Page Color - href: articles/rich-text-editor/document-layout-and-page-setup/page-color.md - - name: Viewing and Navigating - items: - - name: Document Views - href: articles/rich-text-editor/viewing-and-navigating/document-views.md - - name: Show Horizontal Ruler - href: articles/rich-text-editor/viewing-and-navigating/show-horizontal-ruler.md - - name: Full Screen Mode - href: articles/rich-text-editor/viewing-and-navigating/full-screen-mode.md - - name: Navigate through a Document - href: articles/rich-text-editor/viewing-and-navigating/navigate-through-a-document.md - - name: Text Editing - items: - - name: Select Text - href: articles/rich-text-editor/text-editing/select-text.md - - name: Delete Text - href: articles/rich-text-editor/text-editing/delete-text.md - - name: Cut, Copy and Paste Editor's Content - href: articles/rich-text-editor/text-editing/cut-copy-and-paste-editors-content.md - - name: Undo and Redo Last Operations - href: articles/rich-text-editor/text-editing/undo-and-redo-last-operations.md - - name: Formatting - items: - - name: Format Text - href: articles/rich-text-editor/formatting/format-text.md - - name: Format Paragraphs - href: articles/rich-text-editor/formatting/format-paragraphs.md - - name: Using Tabs - href: articles/rich-text-editor/formatting/using-tabs.md - - name: Using Indents - href: articles/rich-text-editor/formatting/using-indents.md - - name: Apply Predefined Styles - href: articles/rich-text-editor/formatting/apply-predefined-styles.md - - name: Pictures and Text Boxes - items: - - name: Insert, Select, Copy or Delete a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/insert-select-copy-or-delete-a-picture-or-text-box.md - - name: Move a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/move-a-picture-or-text-box.md - - name: Resize a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/resize-a-picture-or-text-box.md - - name: Rotate a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/rotate-a-picture-or-text-box.md - - name: Wrap Text Around a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/wrap-text-around-a-picture-or-text-box.md - - name: Add, Change or Delete a Border for a Picture or Text Box - href: articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-border-for-a-picture-or-text-box.md - - name: Add, Change or Delete a Text Box Fill - href: articles/rich-text-editor/pictures-and-text-boxes/add-change-or-delete-a-text-box-fill.md - - name: Lists - items: - - name: Numbered Lists - href: articles/rich-text-editor/lists/numbered-lists.md - - name: Bulleted Lists - href: articles/rich-text-editor/lists/bulleted-lists.md - - name: Multilevel Lists - href: articles/rich-text-editor/lists/multilevel-lists.md - - name: Tables - href: articles/rich-text-editor/tables.md - - name: Find and Replace - href: articles/rich-text-editor/find-and-replace.md - - name: Header and Footer - items: - - name: Header and Footer - href: articles/rich-text-editor/header-and-footer/header-and-footer.md - - name: Page Number and Count - href: articles/rich-text-editor/header-and-footer/page-number-and-count.md - - name: Table of Contents - href: articles/rich-text-editor/table-of-contents.md - - name: Mail Merge - href: articles/rich-text-editor/mail-merge.md - - name: Keyboard Shortcuts - href: articles/rich-text-editor/keyboard-shortcuts.md - items: - - name: File Operations - href: articles/rich-text-editor/keyboard-shortcuts/file-operations.md - - name: Navigation inside Documents - href: articles/rich-text-editor/keyboard-shortcuts/navigation-inside-documents.md - - name: 'Work with Selections ' - href: articles/rich-text-editor/keyboard-shortcuts/work-with-selections.md - - name: Copy, Paste and Edit the Content - href: articles/rich-text-editor/keyboard-shortcuts/copy-paste-and-edit-the-content.md - - name: Text Formatting - href: articles/rich-text-editor/keyboard-shortcuts/text-formatting.md - - name: Miscellaneous - items: - - name: Bookmark and Hyperlink - href: articles/rich-text-editor/miscellaneous/insert-a-hyperlink.md - - name: Insert a Symbol - href: articles/rich-text-editor/miscellaneous/insert-a-symbol.md -- name: Round Panel - href: articles/round-panel.md -- name: Scheduler - href: articles/scheduler.md - items: - - name: Appointment Management - items: - - name: Create an Appointment - href: articles/scheduler/appointment-management/create-an-appointment.md - - name: Edit an Appointment - href: articles/scheduler/appointment-management/edit-an-appointment.md - - name: Manage Reminders - href: articles/scheduler/appointment-management/manage-reminders.md - - name: Make a Series of Recurring Appointments - href: articles/scheduler/appointment-management/make-a-series-of-recurring-appointments.md - - name: Delete an Appointment - href: articles/scheduler/appointment-management/delete-an-appointment.md - - name: Restrictions for Operations with Appointments - href: articles/scheduler/appointment-management/restrictions-for-operations-with-appointments.md - - name: Layout Customization - items: - - name: Switch Scheduler Views - href: articles/scheduler/layout-customization/switch-scheduler-views.md - - name: Scheduler Grouping - href: articles/scheduler/layout-customization/scheduler-grouping.md - - name: Selection and Navigation - items: - - name: Navigate Time Cells and Dates in the Scheduler - href: articles/scheduler/selection-and-navigation/navigate-time-cells-and-dates-in-the-scheduler.md - - name: Navigate Scheduler Resources - href: articles/scheduler/selection-and-navigation/navigate-scheduler-resources.md - - name: Scheduler Navigation Buttons - href: articles/scheduler/selection-and-navigation/scheduler-navigation-buttons.md - - name: Scheduler 'More' Buttons - href: articles/scheduler/selection-and-navigation/scheduler-more-buttons.md -- name: Spell Checker - href: articles/spell-checker.md -- name: Splitter - href: articles/splitter.md - items: - - name: Resizing a Pane - href: articles/splitter/resizing-a-pane.md - - name: Expand or Collapse a Pane - href: articles/splitter/expand-or-collapse-a-pane.md -- name: Spreadsheet - href: articles/spreadsheet.md - items: - - name: Spreadsheet UI - items: - - name: Ribbon Interface - href: articles/spreadsheet/spreadsheet-ui/ribbon-interface.md - - name: Spreadsheet Elements - href: articles/spreadsheet/spreadsheet-ui/spreadsheet-elements.md - - name: File Operations - items: - - name: Create a Workbook - href: articles/spreadsheet/file-operations/create-a-workbook.md - - name: Load a Workbook - href: articles/spreadsheet/file-operations/load-a-workbook.md - - name: Create a Worksheet - href: articles/spreadsheet/file-operations/create-a-worksheet.md - - name: Rename a Worksheet - href: articles/spreadsheet/file-operations/rename-a-worksheet.md - - name: Delete a Worksheet - href: articles/spreadsheet/file-operations/delete-a-worksheet.md - - name: Save a Workbook - href: articles/spreadsheet/file-operations/save-a-workbook.md - - name: Import Text Files - href: articles/spreadsheet/file-operations/import-text-files.md - - name: Print a Workbook - href: articles/spreadsheet/file-operations/print-a-workbook.md - - name: Adjust Page Settings - href: articles/spreadsheet/file-operations/adjust-page-settings.md - - name: Undo and Redo Last Actions - href: articles/spreadsheet/file-operations/undo-and-redo-last-actions.md - - name: Viewing - items: - - name: Hide and Display Worksheets - href: articles/spreadsheet/viewing/hide-and-display-worksheets.md - - name: Hide and Display Gridlines - href: articles/spreadsheet/viewing/hide-gridlines.md - - name: Hide and Display Headings - href: articles/spreadsheet/viewing/hide-and-display-headings.md - - name: Document Views - href: articles/spreadsheet/viewing/document-views.md - - name: Full Screen Mode - href: articles/spreadsheet/viewing/full-screen-mode.md - - name: Editing Cells - items: - - name: Select Cells or Cell Content - href: articles/spreadsheet/editing-cells/select-cells-or-cell-content.md - - name: Copy and Paste Cell Content - href: articles/spreadsheet/editing-cells/copy-and-paste-cell-content.md - - name: Fill Data Automatically - href: articles/spreadsheet/editing-cells/fill-data-automatically.md - - name: Find and Replace - href: articles/spreadsheet/editing-cells/find-and-replace.md - - name: Comments - href: articles/spreadsheet/editing-cells/insert-a-comment.md - - name: Data Validation - href: articles/spreadsheet/editing-cells/data-validation.md - - name: Cell Formatting - items: - - name: Format Cells - href: articles/spreadsheet/cell-formatting/format-cells.md - - name: Format Cell Content - href: articles/spreadsheet/cell-formatting/format-cell-content.md - - name: Wrap Text and Merge Cells - href: articles/spreadsheet/cell-formatting/wrap-text-and-merge-cells.md - - name: Number Formatting - href: articles/spreadsheet/cell-formatting/number-formatting.md - - name: Clear Cell Formatting - href: articles/spreadsheet/cell-formatting/clear-cell-formatting.md - - name: Format as Table - href: articles/spreadsheet/cell-formatting/format-as-table.md - - name: Columns and Rows - items: - - name: Insert and Delete Columns and Rows - href: articles/spreadsheet/columns-and-rows/insert-and-delete-rows-and-columns.md - - name: Show and Hide Columns and Rows - href: articles/spreadsheet/columns-and-rows/show-and-hide-columns-and-rows.md - - name: Specify Column Width and Row Height - href: articles/spreadsheet/columns-and-rows/specify-column-width-and-row-height.md - - name: Data Presentation - items: - - name: Sort Data - href: articles/spreadsheet/data-presentation/sort-data.md - - name: Filtering - href: articles/spreadsheet/data-presentation/filtering.md - - name: Freeze Panes - href: articles/spreadsheet/data-presentation/freeze-panes.md - - name: Formulas - items: - - name: Create a Simple Formula - href: articles/spreadsheet/formulas/create-a-simple-formula.md - - name: Cell References - href: articles/spreadsheet/formulas/cell-references.md - - name: 'Using Functions in Formulas ' - href: articles/spreadsheet/formulas/using-functions-in-formulas.md - - name: Supported Functions - href: articles/spreadsheet/formulas/supported-functions.md - - name: Error Types in Formulas - href: articles/spreadsheet/formulas/error-types-in-formulas.md - - name: Charting - items: - - name: Charting Overview - href: articles/spreadsheet/charting/charting-overview.md - - name: Creating a Chart - href: articles/spreadsheet/charting/creating-a-chart.md - - name: Changing a Chart Type - href: articles/spreadsheet/charting/changing-a-chart-type.md - - name: Applying a Predefined Chart Layout and Style - href: articles/spreadsheet/charting/applying-a-predefined-chart-layout-and-style.md - - name: Modifying a Chart Manually - href: articles/spreadsheet/charting/modifying-a-chart-manually.md - - name: Pictures and Hyperlinks - items: - - name: Insert a Picture - href: articles/spreadsheet/pictures-and-hyperlinks/insert-a-picture.md - - name: Move and Resize a Picture - href: articles/spreadsheet/pictures-and-hyperlinks/move-and-resize-a-picture.md - - name: Insert and Delete Hyperlinks - href: articles/spreadsheet/pictures-and-hyperlinks/insert-and-delete-hyperlinks.md - - name: Keyboard Shortcuts - href: articles/spreadsheet/keyboard-shortcuts.md - items: - - name: File Operations - href: articles/spreadsheet/keyboard-shortcuts/file-operations.md - - name: Navigation inside Worksheets - href: articles/spreadsheet/keyboard-shortcuts/navigation-inside-worksheets.md - - name: 'Work with Selections ' - href: articles/spreadsheet/keyboard-shortcuts/work-with-selections.md - - name: Copy, Paste and Edit the Cell Content - href: articles/spreadsheet/keyboard-shortcuts/copy-paste-and-edit-the-cell-content.md - - name: 'Cell Formatting ' - href: articles/spreadsheet/keyboard-shortcuts/cell-formatting.md - - name: Work with Columns and Rows - href: articles/spreadsheet/keyboard-shortcuts/work-with-columns-and-rows.md -- name: Tab Control - href: articles/tab-control.md - items: - - name: Tab Scrolling - href: articles/tab-control/tab-scrolling.md -- name: Tree List - href: articles/tree-list.md - items: - - name: Data Editing - items: - - name: Edit Cell Values - href: articles/tree-list/data-editing/edit-cell-values.md - - name: Batch Editing - href: articles/tree-list/data-editing/batch-editing.md - - name: Data Presentation - items: - - name: Expand and Collapse Nodes - href: articles/tree-list/data-presentation/expand-and-collapse-nodes.md - - name: Sort Nodes - href: articles/tree-list/data-presentation/sort-nodes.md - - name: Filtering - items: - - name: Header Filter - href: articles/tree-list/filtering/header-filter.md - - name: Date Range Header Filter - href: articles/tree-list/filtering/date-range-header-filter.md - - name: Filter Row - href: articles/tree-list/filtering/filter-row.md - - name: Search Panel - href: articles/tree-list/filtering/search-panel.md - - name: Creating Complex Filter Criteria with the Filter Builder - href: articles/tree-list/filtering/creating-complex-filter-criteria-with-the-filter-control.md - - name: Navigation and Layout - items: - - name: Selection and Navigation - href: articles/tree-list/layout-and-navigation/selection-and-navigation.md - - name: Keyboard Navigation - href: articles/tree-list/layout-and-navigation/keyboard-navigation.md - - name: Reorder Nodes - href: articles/tree-list/layout-and-navigation/reorder-nodes.md - - name: Reorder Columns - href: articles/tree-list/layout-and-navigation/reorder-columns.md - - name: Resize Columns - href: articles/tree-list/layout-and-navigation/resize-columns.md - - name: Column Chooser - href: articles/tree-list/layout-and-navigation/column-chooser.md - - name: Data Summaries - href: articles/tree-list/data-summaries.md - - name: Data Validation - href: articles/tree-list/data-validation.md - - name: Data Export - href: articles/tree-list/data-export.md -- name: Tree View - href: articles/tree-view.md - items: - - name: Expand and Collapse Tree View Nodes - href: articles/tree-view/expand-and-collapse-tree-view-nodes.md - - name: Tree View Nodes Checking - href: articles/tree-view/tree-view-nodes-checking.md -- name: Vertical Grid - href: articles/vertical-grid.md - items: - - name: Data Editing - items: - - name: Add, Delete and Recover Columns - href: articles/vertical-grid/data-editing/add-delete-and-recover-columns.md - - name: Switch to Edit Mode - href: articles/vertical-grid/data-editing/switch-to-edit-mode.md - - name: Save or Discard Changes - href: articles/vertical-grid/data-editing/save-or-discard-changes.md - - name: Selection and Navigation - items: - - name: Page Navigation - href: articles/vertical-grid/selection-and-navigation/page-navigation.md - - name: Select Records - href: articles/vertical-grid/selection-and-navigation/select-records.md - - name: Sorting - href: articles/vertical-grid/sorting.md - - name: Filtering - items: - - name: Header Filter - href: articles/vertical-grid/filtering/header-filter.md - - name: Search Panel - href: articles/vertical-grid/filtering/search-panel.md - - name: Creating Complex Filter Criteria with the Filter Builder - href: articles/vertical-grid/filtering/creating-complex-filter-criteria-with-the-filter-control.md - - name: Expand and Collapse Category Rows - href: articles/vertical-grid/expand-and-collapse-category-rows.md - - name: Data Summaries - href: articles/vertical-grid/data-summaries.md - - name: Data Validation - href: articles/vertical-grid/data-validation.md - - name: Data Export - href: articles/vertical-grid/data-export.md \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md deleted file mode 100644 index ee7c96a5a0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md +++ /dev/null @@ -1,211 +0,0 @@ ---- -title: Add Watermarks to a Report ---- -# Add Watermarks to a Report - -DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. - -* How to add watermarks. - -* How to specify watermark settings. - -* How to use pre-printed forms. - -![eurd-win-add-watermarks-result](../../../../images/eurd-win-add-watermarks-result.png) - -## Add a Watermark to a Report - -Switch to the [toolbar](../report-designer-tools/toolbar.md)'s **Page** page and press **Watermark**. - -![eurd-win-add-watermarks-use-toolbox](../../../../images/eurd-win-add-watermarks-use-toolbox.png) - -In the invoked **Watermark** dialog, select either the **Text Watermark** or **Picture Watermark** tab, depending on the type of watermark you wish to add. - -## Specify Text Watermark Settings - -Specify the following settings: - -![eurd-win-watermark-editor](../../../../images/eurd-win-watermark-editor.png) - -* Text - - The watermark’s text. - -* Direction - - The incline of the watermark’s text. - -* Font - - The font of the watermark’s text. - -* Color - - The foreground color of the watermark’s text. - -* Size - - The size of the watermark’s text. - -* Bold - - Formats the watermark’s text as bold. - -* Italic - - Formats the watermark’s text as italic. - -* Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Transparency - - The transparency of the watermark’s text. - -* Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Page Range - - The range of pages which contain a watermark. - -Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. - -> [!NOTE] -> A report can display only one watermark on a report page. - -## Specify Picture Watermark Settings - -Specify an image. Click the **Load image** option’s **Browse** button. - -![eurd-win-watermark-editor-picture](../../../../images/eurd-win-watermark-editor-picture.png) - -In the invoked **Select Picture** dialog, select the file containing the image that you wish to use as a watermark and click **Open**. - -![eud-select-picture-dialog](../../../../images/eud-select-picture-dialog.png) - -Specify the following picture options: - -![eud-specify-picture-watermark-settings](../../../../images/eud-specify-picture-watermark-settings.png) - -* Size Mode - - The mode in which a picture watermark is displayed. - -* Tiling - - Specifies whether a picture watermark should be tiled. - -* Horizontal Alignment - - Specifies the horizontal alignment of the watermark. - -* Vertical Alignment - - Specifies the vertical alignment of the watermark. - -* Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Transparency - - The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. - -* Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Page Range - - The range of pages which contain a watermark. - -> [!NOTE] -> A report can display only one watermark on a report page. - -Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. - -### Supply a Preprinted Form - -You can use a picture watermark as a template, to display an image of the preprinted form on the report's body at design time. - -To display a watermark at design time, switch to the [toolbar](../report-designer-tools/toolbar.md)'s **View** page and activate **Watermark**. - -![eurd-win-add-preprinted-watermark](../../../../images/eurd-win-add-preprinted-watermark.png) - -The following image illustrates a report with a watermark shown at design-time that contains a template of a preprinted form. - -![eurd-win-add-a-template-watermark](../../../../images/eurd-win-add-a-template-watermark.png) - -Place report controls on the report's body according to the layout of the preprinted form. - -![eurd-win-add-a-template-watermark-result](../../../../images/eurd-win-add-a-template-watermark-result.png) - -### Supported Image Formats - -A picture watermark supports the following formats: - -* BMP -* JPG / JPEG / JPE / JFIF -* GIF -* TIF / TIFF -* PNG -* ICO -* DIB -* RLE -* EMF / WMF -* SVG - -## Combine Text and a Picture in One Watermark - -You can display both text and a picture in one watermark. - -For example, create a watermark and specify its text and picture settings. - -Set position of the text to In front: - -![Position In front](../../../../images/infront-text-position.png) - -Set position of the picture to Behind: - -![Position Behind](../../../../images/behind-image-position.png) - -As a result, the image is displayed behind the table, while the text is in front of the content: - -![Display text and image watermarks in one page](../../../../images/watermark-text-infront-image-behind.png) - -## Display a Specific Watermark in a Report - -**Watermark Id** allows you to specify a watermark from the collection to display in the report. This property has a priority over the watermark’s **Page Range** property. - -Create two watermarks in the Watermarks collection editor. - -![Create two watermarks](../../../../images/add-watermarks-in-the-collection-editor.png) - -Set Watermark Id to Watermark2 (the Id option's value) - -![Display the second watermark in the collection](../../../../images/propery-grid-watermark-id.png) - -The image below shows the result. - -![Display specific watermark](../../../../images/display-specific-watermark-example.png) - -## Display Watermarks According to the Specified Condition - -Bind **Watermark Id** to an expression to apply watermarks stored in the collection to specific report pages. - -Create the “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks with the following settings: - -![Create three watermarks](../../../../images/bind-watermarks-to-expression--ui.png) - -Specify the expression in the report’s WatermarkId property: - -`Iif([Arguments.PageIndex]=0,'Watermark_0',Iif([Arguments.PageIndex]%2=0,'Watermark_1','Watermark_2'))` - -![Specify the binding expression](../../../../images/specify-watermark-expression-in-the-expression-editor.png) - -The image below shows the result. - -![Display different watermarks](../../../../images/watermarks-expression-example.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md deleted file mode 100644 index f12de75783..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Display the Current Date and Time in a Report ---- -# Display the Current Date and Time in a Report - -This tutorial demonstrates how to insert the current system date and time into a report using the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control. - -![eurd-win-insert-datetime-result](../../../../images/eurd-win-insert-datetime-result.png) - -Do the following to include information about the current date and time into a report: - -1. Typically, the current date and time are displayed within the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, right click anywhere on the report's surface. In the invoked menu, point to **Insert Band** and click **ReportHeader**. - - ![eurd-win-insert-datetime-add-reportheader-band](../../../../images/eurd-win-insert-datetime-add-reportheader-band.png) -2. Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **ReportHeader** band. - - ![eurd-win-insert-date-time-add-pageinfo](../../../../images/eurd-win-insert-date-time-add-pageinfo.png) -3. Set the control's **PageInformation** property to *DateTime* (e.g. using the smart tag). - - ![eurd-win-insert-datetime-set-pageinfo](../../../../images/eurd-win-insert-datetime-set-pageinfo.png) -4. To apply a format string to the control's contents, type **Created at {0:h:mm tt dd MMMM yyyy}** into its **TextFormatString** property. - - ![eurd-win-insert-datetime-set-formatstring](../../../../images/eurd-win-insert-datetime-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md deleted file mode 100644 index b240243d3b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Display the User Name in a Report ---- -# Display the User Name in a Report - -This tutorial demonstrates how to insert the current user name in a report using the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control. - -![eurd-win-insert-username-result](../../../../images/eurd-win-insert-username-result.png) - -Do the following to insert the user name into a report: - -1. Typically, the user name is displayed within the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, right click anywhere on the report's surface. In the invoked menu, point to **Insert Band** and click **ReportHeader**. - - ![eurd-win-insert-datetime-add-reportheader-band](../../../../images/eurd-win-insert-datetime-add-reportheader-band.png) -2. Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **ReportHeader** band. - - ![eurd-win-insert-date-time-add-pageinfo](../../../../images/eurd-win-insert-date-time-add-pageinfo.png) -3. Set the control's **Page Information** property to *User Name* (e.g. using the smart tag). - - ![eurd-win-insert-username-set-pageinfo](../../../../images/eurd-win-insert-username-set-pageinfo.png) -4. Next, to apply a format string to the control's contents, type **Current User: {0}** into its **Text Format String** property. - - ![eurd-win-insert-username-set-formatstring](../../../../images/eurd-win-insert-username-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md deleted file mode 100644 index 722514c1a6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Create a Table of Contents ---- -# Create a Table of Contents -This tutorial describes the steps to create a report with a table of contents. A table of contents is automatically created based on the [bookmarks](add-bookmarks-and-a-document-map.md) existing in a report. - -Do the following to create a table of contents in a report: -1. From the [Control Toolbox](../report-designer-tools/toolbox.md), drop the [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) control onto the [Report Header band](../introduction-to-banded-reports.md). - - ![eurd-win-drop-table-of-contents](../../../../images/eurd-win-drop-table-of-contents.png) -2. Double-click the title of the table of contents and specify its text. - - ![eurd-win-toc-change-title](../../../../images/eurd-win-toc-change-title.png) -3. To customize the title appearance, use the **Level Title** option's settings available in the **Properties** window. - - ![eurd-win-toc-level-title](../../../../images/eurd-win-toc-level-title.png) -4. To customize the appearance of all other levels, use the **Level Default** option's settings. - - ![eurd-win-toc-levet-default](../../../../images/eurd-win-toc-levet-default.png) -5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents and customize its properties. - - ![eurd-win-toc-levels](../../../../images/eurd-win-toc-levels.png) - - ![eurd-win-toc-editor](../../../../images/eurd-win-toc-editor.png) - -The following image demonstrates the result in Print Preview: - -![eurd-win-toc-result](../../../../images/eurd-win-toc-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md deleted file mode 100644 index b03047db1d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Add Bookmarks and a Document Map ---- -# Add Bookmarks and a Document Map - -This document describes how to use bookmarks for mapping the report elements' hierarchy to the Document Map that is displayed in a Print Preview, and speeds up the navigation through complex reports. - -The example below is based on the following report: - -![eurd-win-add-bookmark-source-report](../../../../images/eurd-win-add-bookmark-source-report.png) - -This report displays products that are [grouped](../shape-report-data/group-and-sort-data/group-data.md) by the **CategoryName** field. - -The following image illustrates the resulting report with a hierarchical Document Map. Clicking any bookmark navigates the Print Preview to the document section containing the associated element. - -![eurd-win-addbookmark_result](../../../../images/eurd-win-addbookmark_result.png) - -Use the following steps to generate a Document Map in your grouped report: - -1. Select the label placed in the **Group Header** band and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab. Click the **Bookmark** property's marker and select the **Bookmark Expression** item. In the invoked **Expression Editor**, select the **CategoryName** data field. - - ![eurd-win-addbookmark-set-bookmark-for-group](../../../../images/eurd-win-addbookmark-set-bookmark-for-group.png) - - In the legacy binding mode (if the Property Grid does not provide the **Bookmark Expression** item), you can specify this property in the Property Grid's **Data Bindings** category. - - ![eurd-win-addbookmark_legacy](../../../../images/eurd-win-addbookmark_legacy.png) -2. In the same way, select the label in the **Detail** band and bind its **Bookmark** property to the **ProductName** data field. - - ![eurd-win-addbookmark-set-bookmarks-for-details](../../../../images/eurd-win-addbookmark-set-bookmarks-for-details.png) - - Most of the reporting controls (for example, [Table](../use-report-elements/use-tables.md), TableCell, [CheckBox](../use-report-elements/use-basic-report-controls/check-box.md), etc.) supports the **Bookmark** property. -3. Set the same label's **Parent Bookmark** property to the label in the group band. This arranges bookmarks into a parent-child structure reflecting the report elements' hierarchy in the Document Map. - - ![eurd-win-addbookmark-bookmark-parent](../../../../images/eurd-win-addbookmark-bookmark-parent.png) - - > [!NOTE] - > Avoid cyclic bookmarks that occur when you assign two bookmarks as parents to each other. In this scenario, an exception raises when you attempt to create the report document. -4. Select the report itself and assign text to its **Bookmark** property to determine the root node's caption in the **Document Map**. - - ![eurd-win-addbookmark-root-bookmark](../../../../images/eurd-win-addbookmark-root-bookmark.png) - - The root bookmark displays the report name if you do not specify this property. - -> [!NOTE] -> Duplicated bookmarks are suppressed to prevent adding multiple bookmarks with the same name to a final document. You can disable the report's **Bookmark Duplicate Suppress** property to allow duplicated bookmarks. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md deleted file mode 100644 index 7c0de2644b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Add Cross-References and Hyperlinks ---- -# Add Cross-References and Hyperlinks - -This document describes how to make an element navigate to other elements in a report or external resources by clicking it in a Print Preview. - -## Add Cross-References -You can improve report navigation using a cross-reference because the link's target is in the same document. - - - -You can add a cross-reference for a [report control](../use-report-elements.md) by setting the following properties: - -1. Set the **Navigation Target** property to *_self* to specify that the link is in the same document. - - ![eurd-win-crossreferences_set-target](../../../../images/eurd-win-crossreferences_set-target.png) - -2. Set the **Navigation URL** property to the target control's **Name** property value. - - ![eurd-win-crossreferences_set-url](../../../../images/eurd-win-crossreferences_set-url.png) - -In this case, the control behaves like a link meaning that the cursor automatically changes to a hand in a report's preview when hovering the control. You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for example, change the text's color to blue and underline it). - -![eurd-win-crossreferences_result](../../../../images/eurd-win-crossreferences_result.png) - -The link uses the first occurrence if there are multiple instances of an object marked as a link's target. - -> [!TIP] -> A report's cross-references are preserved when [exporting it to PDF](../preview-print-and-export-reports.md). - -## Add Hyperlinks -A hyperlink means that a link's target is outside the report. - -You can use any control as a link by setting the **Navigation Url** property to the required target document's URL. - -![eurd-win-hiperlinks-set-url](../../../../images/eurd-win-hiperlinks-set-url.png) - -> [!NOTE] -> Remember to use the "http://" or "https://" prefix when specifying the URL. - -You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for instance, set the underlined text and blue color). - -The cursor automatically changes to a hand when hovering the control in a report's preview. - -![eurd-win-hiperlinks-result](../../../../images/eurd-win-hiperlinks-result.png) - -Use the link's **Navigation Target** property to specify where to open the target document (in the same preview window, in a new blank window, etc.). - -> [!TIP] -> A link's behavior is preserved when [exporting a report](../preview-print-and-export-reports.md) to most of the available formats (in particular to PDF, HTML, MHT, RTF and Excel). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md deleted file mode 100644 index 07dee1cb3b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Add Page Numbers ---- -# Add Page Numbers - -The tutorial describes how to add page numbers to your reports. - -## Add Page Numbers -Do the following to add page numbers to a report: - -- Create a [PageFooterBand](../introduction-to-banded-reports.md) in your report. To do this, right-click anywhere in the report designer, and in the context menu point to **Insert Band**, and then click **PageFooter**. - - ![eurd-win-add-page-footer](../../../../images/eurd-win-add-page-footer.png) -- Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) to the **PageFooter** band. - - ![eurd-win-drop-page-info](../../../../images/eurd-win-drop-page-info.png) -- To change the control's display format, click its smart tag, and in the invoked actions list, specify the **Text Format String** property (e.g., **Page {0} of {1}**, to display the current page number out of the total number of pages). - - ![eurd-win-pageinfo-formatstring](../../../../images/eurd-win-pageinfo-formatstring.png) - -The following image illustrates the resulting report: - -![eurd-win-pageinfo_result](../../../../images/eurd-win-pageinfo_result.png) - -## Add Page Numbers for Groups -Do the following to make your report display page numbers for groups or detail reports: - -- Add the **GroupFooter** band. To do this, right-click anywhere on the report's surface, and in the invoked menu, point to **Insert Band** and click **GroupFooter**. - - ![eurd-win-add-groupfooter](../../../../images/eurd-win-add-groupfooter.png) - - > [!NOTE] - > You can force the group header and/or the group footer to be repeated on each page, using the GroupBand's **Repeat Every Page** property. -- Next, force each new group to start on a separate page. Otherwise, group page numbers will be calculated incorrectly. - - To do this, select the Group Footer, and set its **Page Break** property to *After the Band*. - - ![eurd-win-pageinfo-pagebreak](../../../../images/eurd-win-pageinfo-pagebreak.png) -- Drop the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **GroupFooter** (or **GroupHeader**) band. - - ![eurd-win-droppageinfo-to-grou-footer.png](../../../../images/eurd-win-droppageinfo-to-grou-footer.png) -- Select the created control, and set its **Running Band** property to *GroupHeader1*. - - ![eurd-win-pageinfo-runningband](../../../../images/eurd-win-pageinfo-runningband.png) - - > [!TIP] - > You can use the **Text Format String** and **Page Information** properties to adjust the way the control represents its contents. - -The following image illustrates the resulting report: - -![eurd-win-pagenumbers-for-groups](../../../../images/eurd-win-pagenumbers-for-groups.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-new-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-new-reports.md deleted file mode 100644 index c1efa3fe01..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/add-new-reports.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Add New Reports -author: Mary Sammal ---- -# Add New Reports - -This topic explains how to create a new report in the Report Designer. - -> [!Tip] -> Before you start, make sure to [back up the current report](save-reports.md). - -## Create a New Blank Report - -You can use one of the following commands to create a new report. The created report contains three [bands](introduction-to-banded-reports.md) - **Top Margin**, **Detail**, and **Bottom Margin**. Refer to the [Use Report Elements](use-report-elements.md) section for information on how to add controls to the report. - -### Use the Ribbon's Home Tab - -Click **New Report**. - -![eurd-win-home-tab-create-new-report](../../../images/eurd-win-home-tab-create-new-report.png) - -### Use the Ribbon Application Menu - -Click the application button and then **New Report**. - -![eurd-win-application-menu-new-report](../../../images/eurd-win-application-menu-new-report.png) - -### Use a Shortcut - -You can also use the CTRL+N shortcut to create a new report. - - -## Create a New Report Using the Report Wizard - -The following commands run the [Report Wizard](report-designer-tools/report-wizard.md). Go through the wizard's pages to get a predesigned report. - -### Use the Ribbon's Home Tab - -Click **New Report** and then **New Report via Wizard...**. - -![eurd-win-press-new-report-via-wizard](../../../images/eurd-win-press-new-report-via-wizard.png) - -### Use the Ribbon Application Menu - -Click the application button and then choose **New Report** | **New Report via Wizard...**. - -![eurd-win-application-button-new-report-using-repor-wizard](../../../images/eurd-win-application-button-new-report-using-repor-wizard.png) - -### Use a Shortcut - -You can also use the CTRL+W shortcut to run the [Report Wizard](report-designer-tools/report-wizard.md). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md deleted file mode 100644 index 81885ef45c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Bind a Report to a Database -author: Anna Gubareva ---- -# Bind a Report to a Database - -This tutorial demonstrates how to bind a report to a hierarchical data source and specify a master-detail relationship between data source queries: - -1. [Create a new report](../add-new-reports.md). -2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - -3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**. - - ![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png) - -4. On the next page, select **Microsoft SQL Server** and click **Next** to proceed. - - ![](../../../../images/eurd-win-data-source-wizard.png) - -5. This page allows you to specify connection string parameters specific to the selected data source provider. - - Depending on the data provider selected, it may be necessary to specify additional connection options (such as the authentication type and database name) on this page. - - ![](../../../../images/eurd-win-data-source-wizard-connection-settings.png) - - To proceed to the next wizard page, click **Next**. -6. On the next page, you can choose which tables, views and/or stored procedures to add to the report. - - To create a master-detail report, select two or more tables and click **Manage Relations**. - - ![](../../../../images/eurd-win-data-source-wizard-select-tables.png) - - In the invoked editor, connect the required key fields (columns) using drag and drop. - - ![](../../../../images/eurd-win-data-source-wizard-master-detail-relation-eidtor.png) - - Click **OK** to close the editor. - - > [!NOTE] - > When you are required to shape data at the level of a data source, you can create [custom queries](../report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) by expanding the **Queries** category and clicking the plus button. - > - > This will invoke the [Query Builder](../report-designer-tools/query-builder.md) where you can create complex queries by joining multiple tables, filtering, sorting and grouping their data, as well as calculating various aggregate functions. - > - > Although it is also possible to join different tables within a single query, creating hierarchical data sources is preferred in most cases to provide better performance (in general, master-detail reports are generated faster than similar-looking reports created by grouping "flat" data sources). - -Click **Finish** to complete the **Data Source Wizard**. If the selected queries or stored procedures contain any [parameters](specify-query-parameters.md), you can go to the [next wizard page](../report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md) and define their values. - -The newly created SQL data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). In both panels, you can right-click the data source to access its settings. - -![](../../../../images/eurd-win-data-source-wizard-database-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md deleted file mode 100644 index a06d1399e2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Bind a Report to a Federated Master-Detail Data Source -owner: Anna Gubareva ---- -# Bind a Report to a Federated Master-Detail Data Source - -This topic describes how to create a federated data source that retrieves data from multiple data sources. The topic also shows how to specify a master-detail relationship between these queries. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md). - -2. [Add a SQL data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md) that provides one data table. - -3. [Add an Excel data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. - - ![](../../../../images/eurd-federated-datasource-excel-datasource.png) - -## Create Data Federation and Bind the Report to It - -1. Click the report's smart tag, expand the **Data Source** property's drop-down menu, and click **Add New DataSource**. - - ![](../../../../images/eurd-add-federated-datasource.png) - -2. In the invoked [Data Source Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. - - ![](../../../../images/eurd-data-federation-wizard.png) - -3. On the next page, enable check boxes for the SQL data source's table and the Excel data source. The selected items are included in data federation as separate queries. - - Click **Manage Relations** to specify a master-detail relationship between these queries. - - ![](../../../../images/eurd-data-federation-choose-data-for-separate-queries.png) - -4. In the invoked editor, drag and drop the key field from the master query to the detail query. - - ![](../../../../images/eurd-data-federation-master-detail-relationship.png) - -5. Click **OK** to close the editor. Click **Finish** to complete the Data Source Wizard. - -The Data Source Wizard creates a new **FederationDataSource** that includes two queries with a master-detail relationship. This data source becomes available in the [Report Explorer](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) reflects the data source's structure. - -![](../../../../images/eurd-data-federation-master-detail-data-source-structure.png) - -The Data Source Wizard specifies query names as follows: - -* If the initial data source contains data at the root level (as the Excel data source), the federated query's name equals to the data source name. -* If the initial data source contains one or more queries (as the SQL data source), the federated query's name consists of the data source name and query name separated by an underscore. - -You can rename queries in the **Manage Queries** dialog. To invoke it, right-click the data source in the Field List or Report Explorer and select **Manage Queries** in the context menu. - -![](../../../../images/eurd-data-federation-master-detail-rename-queries.png) - -The master-detail relationship's name changes accordingly. - -![](../../../../images/eurd-data-federation-master-detail-new-query-names.png) - -Once you rename the query, update the report's **Data Member** property. - -![](../../../../images/eurd-data-federation-master-detail-report-data-source-property.png) - -## Design the Report Layout - -1. Click the report's smart tag and select **Design in Report Wizard**. - - ![](../../../../images/eurd-data-federation-master-detail-design-in-report-wizard.png) - -2. In the invoked [Report Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. - - ![](../../../../images/eurd-data-federation-report-wizard-table-report.png) - -3. Select data members for the report and its [detail reports](../../../../articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md). Select data fields to display in the report and click **Finish**. You can also go to the [next page](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. - - ![](../../../../images/eurd-data-federation-master-detail-report-wizard-select-fields.png) - -The resulting layout looks similar to the following image: - -![](../../../../images/eurd-data-federation-master-detail-report-layout-result.png) - -Switch to the Preview mode to see the report document. - -![](../../../../images/eurd-data-federation-master-detail-report-document-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md deleted file mode 100644 index 447aac1104..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md +++ /dev/null @@ -1,109 +0,0 @@ ---- -title: Bind a Report to a Join-Based Federated Data Source -owner: Anna Gubareva ---- -# Bind a Report to a Join-Based Federated Data Source - -This topic describes how to create a federated data source that joins data from multiple data sources into a single query. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md). - -2. [Add a SQL data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md) that provides one data table. - -3. [Add an Excel data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. - - ![](../../../../images/eurd-federated-datasource-excel-datasource.png) - -## Create Data Federation and Bind the Report to It - -1. Click the report's smart tag, expand the **Data Source** property's drop-down menu, and click **Add New DataSource**. - - ![](../../../../images/eurd-add-federated-datasource.png) - -2. In the invoked [Data Source Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. - - ![](../../../../images/eurd-data-federation-wizard.png) - -3. On the next page, click **Add Query**. - - ![](../../../../images/eurd-data-federation-wizard-add-query.png) - -4. In the invoked [Query Builder](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. - - ![](../../../../images/eurd-data-federation-query-builder-drop-table.png) - -5. Drag and drop the Excel data source onto the design surface. In the invoked **Join Editor**, select the **Inner join** type and create a relationship based on the key field. - - ![](../../../../images/eurd-data-federation-query-builder-join-tables.png) - -6. Enable checkboxes for the data fields you want to include in the query result set. - - ![](../../../../images/eurd-data-federation-query-builder-select-fields.png) - - You can specify a different name for a field. Click the field's **Alias** cell and type the alias. - - ![](../../../../images/eurd-data-federation-query-builder-specify-alias.png) - - Use the grid's empty line to add an unbound field to a query. Click the field's ellipsis button to invoke the [Expression Editor](../use-expressions.md) and construct an expression that specifies the field's value. - - ![](../../../../images/eurd-data-federation-query-builder-construct-expression.png) - -7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. - -The Wizard creates a new **FederationDataSource** that includes the single query. This data source becomes available in the [Report Explorer](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - -![](../../../../images/eurd-data-federation-data-source-structure.png) - -The federated query’s default name equals to the main table’s name (the **Categories** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. - -![](../../../../images/data-federation-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../../images/data-federation-manage-queries-dialog.png) - -Double-click the table name in the left menu and use the editor to change this name. - -![](../../../../images/data-federation-change-query-name.png) - -Besides renaming table names, you can also use the **Manage Queries** dialog to add, modify, or delete queries. - -To add a new query, click the Add button in the left menu. - -![](../../../../images/data-federation-add-new-query.png) - -Double-click a table or drag-and-drop it onto the right surface to add the table to the query. - -![](../../../../images/data-federation-add-table-to-query.png) - -Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. - -![](../../../../images/data-federation-configure-data-fields.png) - -Once you rename the query, update the report's **Data Member** property. - -![](../../../../images/eurd-data-federation-report-data-source-property.png) - -## Design the Report Layout - -1. Click the report's smart tag and select **Design in Report Wizard**. - - ![](../../../../images/eurd-data-federation-design-in-report-wizard.png) - -2. In the invoked [Report Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. - - ![](../../../../images/eurd-data-federation-report-wizard-table-report.png) - -3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to create the layout. - - ![](../../../../images/eurd-data-federation-report-wizard-select-fields.png) - -The resulting layout looks similar to the following image: - -![](../../../../images/eurd-data-federation-report-layout-result.png) - -Switch to the Preview mode to see the report document. - -![](../../../../images/eurd-data-federation-report-document-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md deleted file mode 100644 index e1ee766714..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md +++ /dev/null @@ -1,170 +0,0 @@ ---- -title: Bind a Report to a Transformation-Based Data Source -author: Eugene Polevikov ---- - -# Bind a Report to a Transformation-Based Data Source - -If you bind a report to a [JSON](bind-a-report-to-json-data.md), [Object](bind-a-report-to-an-object-data-source.md), [Entity Framework](bind-a-report-to-an-entity-framework-data-source.md), or [XPO](bind-a-report-to-an-xpo-persistent-object.md) data source that contains a collection property, you can flatten the data source structure: - -![](../../../../images/federated-data-source-transformation.png) - -This tutorial illustrates how to use the **Federation Data Source**'s **Transformation** mode to flatten a JSON Data Source that contains a collection property. - -## Create a Report and Bind it to a Data Source - -1. [Create a new blank report](../add-new-reports.md) - -2. [Add a JSON data source](bind-a-report-to-json-data.md) - - This tutorial uses the following JSON string: - - ``` - [ - { - "CategoryId": 1, - "CategoryName": "Beverages", - "Description": "Soft drinks, coffees, teas, beers, and ales", - "Products": [ - { - "ProductId": 1, - "ProductName": "Chai", - "SupplierId": 1, - "CategoryId": 1, - "QuantityPerUnit": "10 boxes x 20 bags", - "UnitPrice": 18.0000, - "UnitsInStock": 39, - "UnitsOnOrder": 0, - "ReorderLevel": 10, - "Discontinued": false, - "Supplier": null - }, - { - "ProductId": 2, - "ProductName": "Chang", - "SupplierId": 1, - "CategoryId": 1, - "QuantityPerUnit": "24 - 12 oz bottles", - "UnitPrice": 19.0000, - "UnitsInStock": 17, - "UnitsOnOrder": 40, - "ReorderLevel": 25, - "Discontinued": false, - "Supplier": null - } - ] - }, - { - "CategoryId": 2, - "CategoryName": "Condiments", - "Description": "Sweet and savory sauces, relishes, spreads, and seasonings", - "Products": [ - { - "ProductId": 3, - "ProductName": "Aniseed Syrup", - "SupplierId": 1, - "CategoryId": 2, - "QuantityPerUnit": "12 - 550 ml bottles", - "UnitPrice": 10.0000, - "UnitsInStock": 13, - "UnitsOnOrder": 70, - "ReorderLevel": 25, - "Discontinued": false, - "Supplier": null - }, - { - "ProductId": 4, - "ProductName": "Chef Anton's Cajun Seasoning", - "SupplierId": 2, - "CategoryId": 2, - "QuantityPerUnit": "48 - 6 oz jars", - "UnitPrice": 22.0000, - "UnitsInStock": 53, - "UnitsOnOrder": 0, - "ReorderLevel": 0, - "Discontinued": false, - "Supplier": null - } - ] - } - ] - ``` - -The [Field List](../report-designer-tools/ui-panels/field-list.md) displays the created JSON data source. - -![](../../../../images/federated-data-source-json-field-list.png) - -## Create Data Federation and Transform the Data Source - -1. Click the report's smart tag, expand the **DataSource** property's drop-down menu, and click **Add Report Data Source**. - - ![](../../../../images/federated-data-source-add-federated-data-source.png) - -2. In the invoked **Data Source Wizard**, select **Data Federation** and click **Next**. - - ![](../../../../images/eurd-data-federation-wizard.png) - -3. On the next page, click **Add Query**. - - ![](../../../../images/federated-data-source-add-query.png) - -4. In the invoked [Query Builder](../report-designer-tools/query-builder.md), select the **Transformation** query type. Select the data source or query that contains columns you want to transform. Select the **Transform** check box next to the column you need to unfold and flatten. The bottom pane allows you to specify the aliases for the generated columns. - - ![](../../../../images/federated-data-source-transformation-query.png) - - Click **OK** to create the query and click **Finish** to create the data source. - -The **Field List** displays the created Federation Data Source. - -![](../../../../images/federated-data-source-result.png) - -## Prepare the Report Layout - -1. Set the **Landscape** orientation for report pages. Select the report and switch to the **Properties** panel. Enable the **Landscape** property. - - ![Set Landscape Page Orientation](../../../../images/federated-data-source-landscape-orientation.png) - -2. Drop data fields from the **Field List** onto the report's [Detail](../introduction-to-banded-reports.md) band. Hold CTRL or SHIFT and click the fields to select multiple fields. - - ![Drop Fields Onto the Report](../../../../images/federated-data-source-drop-fields.png) - -3. Add a **ReportHeader** band to the report. Right-click the report and select **Insert Band** / **ReportHeader**. - - ![Add Report Header](../../../../images/federated-data-source-insert-reportheader.png) - -4. Create headers for the report columns. Select data fields and drop them onto the added **ReportHeader** band with the right mouse button. - - ![Drop Table Headers](../../../../images/federated-data-source-drop-headers.png) - -5. Change header titles as necessary. Double-click a cell and type the new title. - - ![Change Header Titles](../../../../images/federated-data-source-change-header-titles.png) - -6. Resize report columns. Select cells and drag their edges. - - ![Resize Table Cells](../../../../images/federated-data-source-resize-cells.png) - -7. Change the header cells' appearance. Select cells and specify the following properties: - - | Property | Value | - | --- | --- | - | **Foreground Color** | White | - | **Background Color** | DimGray | - | **Padding** | 10, 10, 0, 0 | - | **Font** | Arial, 9pt, style=Bold | - - ![Change Cell Appearance](../../../../images/federated-data-source-change-cell-appearance.png) - -8. Change the band heights to match the table rows. Select the bands and drag their edges the same way as for the table cells. - -9. Add a style for the table's even rows. Select **TableRow2** in the **Properties** window, expand the **Styles** property, and select **New** for the **Even Style** property. Then select **Style1** and set the **Background Color** property to **216, 216, 216**. - - ![Set Even Style](../../../../images/federated-data-source-set-even-style.png) - -10. Format the price values. Select the cell that displays the **Products_UnitPrice** value and set its [Format String] to **{0:c2}**. - - ![Specify Cell Format](../../../../images/federated-data-source-set-format-string.png) - -The report is ready. Upper-level data source records are repeated as many times as there are flattened records: - -![Records Repeated](../../../../images/federation-data-source-report-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md deleted file mode 100644 index 3dd43bc7f9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md +++ /dev/null @@ -1,115 +0,0 @@ ---- -title: Bind a Report to a Union-Based Federated Data Source -author: Mary Sammal ---- - -# Bind a Report to Union-Based Federated Data Source - -You can create a federated data source for your report to display data combined from several sources. This topic demonstrates how to use the **Union** and **UnionAll** operations to combine data into a single query. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md). - -2. [Add a SQL data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md) that provides one data table. - -3. [Add an Excel data source](../../../../articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md) that provides the other data table. - - ![](../../../../images/DataFederationUnion-initial-data-sources.png) - -## Create Data Federation and Bind the Report to It - -1. Click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. - - ![](../../../../images/DataFederationUnion-report-smart-tag.png) - -2. In the invoked [Data Source Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md), select **Data Federation** and click **Next**. - - ![](../../../../images/eurd-data-federation-wizard.png) - -3. On the next page, click **Add Query**. - - ![](../../../../images/DataFederationUnion-wizard-add-query.png) - -4. In the invoked [Query Builder](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md) (adapted to federated data sources), choose **Union** as a query type. - - ![**Union**](../../../../images/DataFederationUnion-Switch-to-Union.png) - - Or you can choose **Union All**. - - ![**Union All**](../../../../images/DataFederationUnion-Switch-to-UnionAll.png) - -5. Double-click the **Customers** table and the **Excel data source**. The two sources are added to the query. - - ![](../../../../images/DataFederationUnion-Added-Sources.png) - - The query includes only fields that have identical names and types in the origin sources. - - - ![](../../../../images/DataFederationUnion-Common-Fields.png) - -6. Rename fields. - - - ![](../../../../images/DataFederation-FieldAliases.png) - -7. Click **OK** to close the Query Builder. Click **Finish** to complete the Data Source Wizard. - -The Wizard creates a new **FederationDataSource** that includes the single **Customers** query. This data source becomes available in the [Report Explorer](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - -![](../../../../images/DataFederationUnion-data-source-structure.png) - -The federated query's default name equals to the first source's name (the **Customers** table in this tutorial). You can rename this query in the **Manage Queries** dialog. To invoke it, right-click the data source in the **Field List** or **Report Explorer** and select **Manage Queries** in the context menu. - -![](../../../../images/DataFederationUnion-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../../images/data-federation-union-manage-queries-dialog.png) - -Double-click the table name in the left menu and use the editor to change this name. - -![](../../../../images/data-federation-union-change-query-name.png) - -Besides renaming table names, you can also use the Manage Queries dialog to add, modify, or delete queries. - -To add a new query, click the Add button in the left menu. - -![](../../../../images/data-federation-union-add-new-query.png) - -Double-click a table or drag-and-drop it onto the right surface to add the table to the query. - -![](../../../../images/data-federation-union-add-table-to-query.png) - -Specify the query type. Then, use the menus on the right to configure data fields for the selected or existing tables. - -![](../../../../images/data-federation-union-configure-data-fields.png) - -Once you rename the query, update the report's **DataMember** property. - -![](../../../../images/DataFederationUnion-report-data-source-property.png) - -## Design the Report Layout - -1. Click the report's smart tag and select **Design in Report Wizard**. - - ![](../../../../images/DataFederationUnion-design-in-report-wizard.png) - -2. In the invoked [Report Wizard](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md), select **Table Report** and click **Next**. - - ![](../../../../images/data-federation-report-wizard-table-report.png) - -3. Select data fields to display in the report and click **Finish**. You can also go to the [next page](../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md) to continue layout creation. - - ![](../../../../images/DataFederationUnion-report-wizard-select-fields.png) - -The resulting layout looks similar to the following image: - -![](../../../../images/DataFederationUnion-report-layout-result.png) - -Switch to the Preview tab to see the report document. It displays contacts from the Customers and Suppliers tables. - -![](../../../../images/DataFederationUnion-report-document-result-union.png) - -> [!Note] -> Duplicate contacts from the Customers and Suppliers tables are not removed in the **Union All** mode. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md deleted file mode 100644 index 9c5a1e6224..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md +++ /dev/null @@ -1,62 +0,0 @@ ---- -title: Bind a Report to an Entity Framework Data Source ---- -# Bind a Report to an Entity Framework Data Source - -This document describes how to use an Entity Framework data source to bind a report to data provided by an Entity Framework data context: -## Create a Report - -[Create a new report](../add-new-reports.md). - -## Select a Data Source and Specify Data Context - -Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - -![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - -On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select the **Entity Framework** and click **Next**. - -![](../../../../images/eurd-win-data-source-wizard-select-ef.png) - -On the next page, select the required data context. You can bind it to an Entity Framework data context that is contained in either the current project assembly or a separate assembly. - -To use a data context that exists in the current project assembly, select it in the **Choose Context** list and click **Next**. - -![eurd-win-report-wizard-ef-datasource](../../../../images/eurd-win-report-wizard-ef-datasource.png) - -## Select a Connection String - -On the next page, specify a connection string used to establish a data connection. The following options are available: -### Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![EF default connection string](../../../../images/ef-default-connection-string-win.png) -### Custom Connection String - -Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. - -![eurd-winreport-wizard-ef-datasource](../../../../images/eur-winreport-wizard-ef-datasource.png) - -### Predefined Connection String - -Select an existing connection string available in the current project. - -![eurd-winreport-wizard-ef-datasource](../../../../images/eurd-winreport-wizard-ef-datasource.png) -## Add Stored Procedures (Optionally) - -The next wizard page is available only if the current entity data model contains stored procedures. This page allows you to add stored procedures to the data source and configure their parameters. Click **Finish** to exit the wizard. - -![](../../../../images/eurd-win-data-source-wizard-ef-stored-procedures.png) - -## Apply Filter Criteria - -On the last page, you can apply filter criteria to the resulting query. Click Finish to create the data source. - -![eurd-win-ef-datasource-configure-filters-finish](../../../../images/eurd-win-ef-datasource-configure-filters-finish.png) - -## Result - -The newly created data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). - -![](../../../../images/eurd-win-data-source-wizard-ef-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md deleted file mode 100644 index d281624031..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Bind a Report to an Excel Workbook -author: Anna Gubareva ---- -# Bind a Report to an Excel Workbook - - -This tutorial describes how to bind a report to data obtained from a Microsoft Excel workbook: - -1. [Create a new report](../add-new-reports.md). -2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - -3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Excel File** and click **Next**. - - ![](../../../../images/eurd-win-data-source-wizard-select-excel-data-source.png) - -4. On the next wizard page, select a required Excel workbook. To do this, click the ellipsis button and locate the source file or enter the full path to this file. The XLS, XLSX and XLSM formats are supported. - - ![eurd-win-selectexcelworkbook](../../../../images/eurd-win-selectexcelworkbook.png) - - Click **Next** to proceed to the next wizard page. -5. The next wizard page allows you to specify import settings. - - Enable the first check box to use values of the first row as field names. If you disable this option, values of the first row will be imported as data and field names will be generated automatically. You can also specify whether to include empty rows to the result data source and whether to skip hidden rows and columns. - - ![eurd-win-exceldatasource_specifyingimportoptions](../../../../images/eurd-win-exceldatasource_specifyingimportoptions.png) - - Specify required settings and click **Next**. -6. On the next wizard page specify from which part of the workbook to extract data. All worksheets, tables and named regions existing in the workbook are listed here. - - ![eurd-win-exceldatasource_choosingtablesheetrange](../../../../images/eurd-win-exceldatasource_choosingtablesheetrange.png) -7. The next wizard page allows you to select required columns and specify their settings. - - To include a column to the resulting data source, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. - - ![eurd-win-exceldatasource_selectingcolumns](../../../../images/eurd-win-exceldatasource_selectingcolumns.png) - - On this page, you can also preview the resulting data by clicking the **Preview...** button. - - ![eurd-win-exceldatasource_datapreview](../../../../images/eurd-win-exceldatasource_datapreview.png) - - Click **Finish** to complete the wizard. - -The created data source becomes displayed in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source's hierarchy. - -![](../../../../images/eurd-win-data-source-wizard-select-excel-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md deleted file mode 100644 index ae7621484d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Bind a Report to an Object Data Source -author: Anna Gubareva ---- -# Bind a Report to an Object Data Source - -This tutorial describes how to bind a report to an object data source: - -1. [Create a new report](../add-new-reports.md). -2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - -3. On the next wizard page, choose the **Object Binding** option and click **Next**. - - ![](../../../../images/eurd-win-data-source-wizard-select-object-binding.png) - -4. The following wizard page allows you to select an assembly that contains the data source's class type definition. Use the **Show only highlighted assemblies** checkbox to exclude irrelevant assemblies from this list. - - ![](../../../../images/eurd-win-data-source-wizard-object-select-assembly.png) - -5. On the next wizard page, select a data source type. Enable the **Show only highlighted types** checkbox to hide irrelevant classes from this list. - - ![](../../../../images/eurd-win-data-source-wizard-object-select-type.png) - -6. The next wizard page enables you to select whether to obtain the data source schema (enabling you to edit the report layout without having access to the actual underlying data) or retrieve the actual data from the data source. Choose the second option and click **Next**. - - ![](../../../../images/eurd-win-data-source-wizard-object-select-binding-mode.png) - -7. On the following wizard page, select a data source constructor and click **Next**. Use the **Show only highlighted constructors** checkbox to exclude irrelevant constructors from this list. - - ![](../../../../images/eurd-win-data-source-wizard-object-select-constructor.png) - -8. The next wizard page allows you to specify the constructor parameters. - - Enabling the checkbox in the **Expression** column allows you to specify the parameter expression (using the **Expression Editor**), as well as pass an existing [report parameter](../use-report-parameters.md) to the constructor (or create a new report parameter using the in-place editor). - - ![](../../../../images/eurd-win-data-source-wizard-object-constructor-parameters.png) - - Click **Finish** to complete the wizard. - -The newly created data source will be displayed in the **Data Sources** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). - -![](../../../../images/eurd-win-data-source-wizard-object-result.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md deleted file mode 100644 index 50e603be51..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md +++ /dev/null @@ -1,111 +0,0 @@ ---- -title: 'Bind a Report to JSON Data' ---- - -# Bind a Report to JSON Data - -This topic describes how to bind a report to JSON data. - -## Create JsonDataSource - -1. [Create a new report](../add-new-reports.md). - -2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **DataSource** property and click **Add New Data Source...** - - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - - This invokes the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). - -3. Choose the **JSON** option and click **Next**. - - ![JSON-SelectJSONDataSource](../../../../images/eurd-win-JSON-SelectJSONDataSource.png) - - > [!Note] - > The Report Designer's Report Wizard provides the JSON option if the application has a reference to the open-source Newtonsoft.Json library for .NET Framework projects. - -4. The next wizard page allows you to specify a Web Service Endpoint, a filename, or a string with JSON data. In this example, the JSON data is obtained from a [JSON sample data location](https://northwind.now.sh/api/customers). - - - Choose **Web Service Endpoint** and specify the endpoint data. - - ![](../../../../images/eurd-win-JSON-URISource.png) - - - Choose **JSON File** and specify the JSON file location. - - ![](../../../../images/eurd-win-JSON-File.png) - - - Choose **JSON String** and provide the JSON data string. - - ![](../../../../images/eurd-win-JSON-String.png) - - If you choose the **Web Service Endpoint** option, you can configure a web service endpoint, URI path parameters, query parameters, and header parameters. - - 4.1. Specify path parameters and query parameters. - - ![JSON-specify-request-parameters](../../../../images/eurd-win-JSON-specify-request-parameters.png) - - You can enable the new parameter's **Expression** property and [use expressions](../use-expressions.md) to set path parameter and query parameter values. - - - Select **Expression Editor** from the Value property's drop-down list, specify the expression in the invoked [Expression Editor](../use-expressions/expressions-overview.md#expression-editor), and click **OK**. - - ![JSON-specify-parameter-expression](../../../../images/eurd-win-JSON-path-parameter-specify-expression.png) - - - Expressions can include [report parameters](../use-report-parameters.md). Select **New Report Parameter** from the **Value** property's drop-down list, configure the report parameter in the invoked **Report Parameter** dialog, and click **OK**. - - ![JSON-add-report-parameter](../../../../images/eurd-win-JSON-add-report-parameter.png) - - > [!NOTE] - > The Data Source Wizard sends a request to the endpoint with the specified parameters to populate the data source and build the data source schema. Ensure that the parameters are always set to the values that the endpoint expects. Otherwise, the Data Source Wizard generates an error on the next steps. - > For instance, if a user specifies the name of a JSON file in a parameter, specify the default file name in order to avoid the *File Not Found* error. - - Path parameters and query parameters are included in endpoint requests in the same order as they are listed. Move a parameter up or down in the list to change its position in endpoint requests. - - The **Resulting URI** read-only field shows how the resulting JSON URI looks. - - ![JSON-resulting-uri](../../../../images/eurd-win-JSON-resulting-uri.png) - - Click **Next** to proceed to the Wizard's next page. - - 4.2. Configure the Basic HTTP Authentication credentials and HTTP header parameters. Use the same steps as in P.4.1. above to configure a header parameter. - - ![JSON-header-parameters](../../../../images/eurd-win-JSON-header-parameters.png) - - 4.3. Choose whether to save the created connection string to the application's configuration file. If not, the connection parameters are saved to the report's definition. - - ![JSON-save-connection-string](../../../../images/eurd-win-JSON-save-connection-string.png) - - > [!Tip] - > If the path parameters, query parameters, and header parameters you specified do not contain sensitive data, you can save them along with the connection parameters. Otherwise, the path parameters, query parameters, and header parameters are used once to retrieve JSON data to an object in memory. This object is accessible until you close the Report Designer. - -5. On the next page, the wizard shows the structure of your JSON data. You can choose whether to include all records (root) or a subset of them to the datasource’s final set of records. - - ![](../../../../images/JSON-SelectRootElement.png) - - Uncheck data fields that you do not want to include to your report. - - ![](../../../../images/JSON-EnableDisableFields.png) - - Assign a title to a field’s Field Display Name column if you want to use this title as a default field name. - - ![](../../../../images/JSON-EditFieldNames.png) - - The JSON Data Source Wizard analyzes only the first 100 records to generate field types. If your JSON data contains more than 100 records, you can use all of them for type generation. For this, click the Analyze all records button. - - ![](../../../../images/json-wizard-analyze-all-records-button.png) - -After you finish the wizard, it creates the **JsonDataSource** component. This component retrieves the checked data fields that the selected JSON element includes. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - -![JSON-FieldList](../../../../images/eurd-win-JSON-FieldList.png) - -## Customize the JSON Data Source - -Right-click the **JsonDataSource** component in the Field List or Report Explorer and choose **Edit...**. Specify another JSON data location and reconfigure data fields in the invoked wizard. - -![JSON-FieldList](../../../../images/eurd-win-JSON-Edit.png) - - -## Customize the JSON Data Source Schema - -Right-click the **JsonDataSource** component in the Report Explorer and choose **Edit Schema...**. Reconfigure data fields in the invoked wizard page. - -![JSON-EditSchema](../../../../images/eurd-win-JSON-EditSchema.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md deleted file mode 100644 index ff36e74b84..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Binding Modes -author: Anna Gubareva ---- -# Data Binding Modes - -The Report Designer works in one of the following data binding modes: - -* **Expressions** is the default binding mode. - - This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](../use-expressions/expression-language.md#functions). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). - - Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. - - ![Property Marker](../../../../images/eurd-win-binding-modes-property-marker.png) - - The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. - - ![Expression Editor](../../../../images/eurd-win-binding-modes-expression-editor.png) - -* **Expressions Advanced** is the advanced Expression mode. - - This mode enables you to specify an expression that is evaluated within a control's specific event. - - ![property-grid-expression-advanced-tab](../../../../images/eurd-win-binding-modes-expressions-advanced.png) - - The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](../use-expressions/expression-language.md) section. - - In the **BeforePrint** event, you can use data fields from all queries in the data source. - - ![Expression Editor for the BeforePrint event](../../../../images/eurd-win-binding-modes-data-fields.png) - - In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](../use-expressions/expression-language.md) section. - - ![Expression Editor for the PrintOnPage event](../../../../images/eurd-win-binding-modes-event-arguments.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md deleted file mode 100644 index 0fcc7e2cc6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md +++ /dev/null @@ -1,105 +0,0 @@ ---- -title: Specify Query Parameters -author: Anna Gubareva ---- -# Specify Query Parameters - -This document provides general information on query parameters and describes common ways of utilizing parametrized SQL queries to filter data at the data source level. - -## Query Parameters Overview -A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. - -The query parameter value is inserted into the resulting SQL query string in the "\@QueryParameterName" placeholder's position. - -Query parameters are used in the following scenarios: - -* When filtering report data at the data source level using the [Query Builder](../report-designer-tools/query-builder.md). - - The Query Builder helps you construct SQL queries when creating a new data-bound report or [binding an existing report to an SQL data source](bind-a-report-to-a-database.md), - - ![](../../../../images/eurd-win-query-parameters-create-query.png) - - ... or when adding queries to an existing SQL data source or editing existing queries. - - ![](../../../../images/eurd-win-query-parameters-manage-queries-menu-item.png) - - You can filter the constructed queries using query parameters. Press the **Edit Parameters...** button to invoke the **Query Parameters** dialog. - - ![](../../../../images/eurd-win-query-parameters-add-in-query-builder.png) - - Press the **Filter...** button to invoke the Filter Editor and filter data using the created query parameters. - - ![](../../../../images/eurd-win-query-parameters-in-filter-editor.png) - - The criteria based on the specified query parameters are added as an SQL statement's WHERE part. - -* When [binding a report to a stored procedure](bind-a-report-to-a-stored-procedure.md) provided by an SQL data source. - - The Report Wizard, as well as the Data Source Wizard, include the **Create a query or select a stored procedure** page. If you select a stored procedure, the wizard creates a query parameter for each procedure parameter and allows you to configure the query parameters in the next **Configure query parameters and preview the result** page. - - ![](../../../../images/eurd-win-query-parameters-for-stored-procedure.png) - -You can access query parameters using the **Parameters** property of the query the report's **SqlDataSource** component exposes. These parameters include the ones you created within the Query Builder or that were generated for the data source's stored procedure. You can also access the query’s filter string using the **Filter String** property. This filter string includes the filter that you specified in the Query Builder. - -![](../../../../images/eurd-win-query-parameters-query-properties.png) - -You can add new query parameters in the Query Parameters dialog and modify the filter within the Filter Editor. - -## Configure Query Parameters -The following properties are available for each query parameter: - -* **Name** - specifies the parameter's name. -* **Type** - specifies the parameter value's data type. -* **Expression** - determines whether the actual parameter value is static or generated dynamically. -* **Value** - determines the query parameter's actual value. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression. This is useful when you map the query parameter value to the [report parameter](../use-report-parameters.md) value. Refer to the next document section for more information. - -## Provide the Query Parameter Value -Below, you can see how a value is specified for a query parameter within the Data Source Wizard's page. You can also specify query parameter values in the Report Wizard or the Query Parameters dialog in the same way. - -* **Specifying a static value** - - Choose a query parameter's value type and set a static value to the **Value** property according to the selected type. - - ![](../../../../images/eurd-win-query-parameters-static-value.png) - -* **Providing a dynamic value** - - Activate the **Expression** checkbox for a parameter. - - The following three options are used to dynamically calculate the parameter's actual value: - - * Create a complex expression by expanding the **Value** property's drop-down list and selecting **Expression Editor**. - - ![](../../../../images/eurd-win-query-parameters-dynamic-expression.png) - - Construct an expression in the invoked **Expression Editor**. - - ![](../../../../images/eurd-win-query-parameters-expression-editor.png) - - * Map a new report parameter to a query parameter by expanding the **Value** property's drop-down list and selecting **New Report Parameter**. - - ![](../../../../images/eurd-win-query-parameters-new-report-parameter.png) - - Specify report parameter settings in the invoked **Report Parameter** dialog. Remember to specify the report parameter type according to the type of the corresponding query parameter. Click **OK** to exit the dialog. - - ![](../../../../images/eurd-win-query-parameters-report-parameter-settings.png) - - * Map a report parameter that already exists in a report to a query parameter by expanding the **Value** property's drop-down list and selecting the parameter you want to use. An appropriate expression string is generated automatically. - - ![](../../../../images/eurd-win-query-parameters-existing-report-parameter.png) - -## Pass a Multi-Value Parameter Value to a Query -You can map [multi-value parameters](../use-report-parameters/multi-value-report-parameters.md) to query parameters. For instance, the following query selects the orders whose IDs can be found within the values the _\@OrderID_ query parameter provides. - -![](../../../../images/eurd-win-query-parameters-map-to-multi-value-parameter.png) - -## Pass a Multi-Value Report Parameter Value to a Stored Procedure -You cannot pass a [multi-value parameter](../use-report-parameters/multi-value-report-parameters.md) value to a stored procedure directly. Use one of the following expression functions: - -* Use the [Join() expression function](../use-expressions/functions-in-expressions.md) to convert the array of parameter values to a string if you use MS SQL Server, MySQL or Oracle database systems. - - ![](../../../../images/eurd-win-query-parameters-join-expression-function.png) - -* Use the [CreateTable() expression function](../use-expressions/functions-in-expressions.md) to prepare a table using values of several multi-value parameters. - - ![](../../../../images/eurd-win-query-parameters-createtable-expression-function.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md deleted file mode 100644 index 142ed18c41..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Change a Report's Measurement Units -author: Natalia Kazakova ---- -# Change a Report's Measurement Units - -Most metrics of report elements (i.e., element locations, dimensions and margins) can be expressed in units that correspond to one of the following systems of measurement. - -* **Imperial system**: hundredths of an inch, inches. - - This is the default system that is assigned to each new report. -* **Metric system**: tenths of a millimeter, millimeters. -* **Screen coordinates**: pixels. - -To assign a system of measurements to a report, use its **Measure Units** property. You can specify this property in the report's smart tag: - -![](../../../../images/eurd-win-measure-units-in-smart-tag.png) - -Alternatively, you can enable this property in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Behavior** tab: - -![](../../../../images/eurd-win-measure-units-in-property-grid.png) - -> [!Note] -> Changing the system of measurement results in converting the corresponding property values and updating the layout of all report elements in the Report Designer. Notably, the system of measurement determines the minimum increment with which an element's [location and size](../use-report-elements/manipulate-report-elements/arrange-report-controls.md) can be changed. - -You can control whether to display exact element size while resizing. For this, toggle the **Dimension Notation** option in the View tab: - -![Report Designer - Control Dimension Notations Visibility in UI](~/reporting-for-desktop/images/vs-dimension-notation-ui.png) - -The notation are based on a selected report unit: - -| System of Measurement | Displayed Unit | Image | -| --- | --- | --- | -| Imperial system | inches | ![Report Designer - Dimension Notations in inches](~/reporting-for-desktop/images/vs-dimension-notation-imperial-unit.png) | -| Metric system | millimeters | ![Report Designer - Dimension Notations in millimeters](~/reporting-for-desktop/images/vs-dimension-notation-metric-unit.png) | -| Screen coordinates | pixels |![Report Designer - Dimension Notations in pixels](~/reporting-for-desktop/images/vs-dimension-notation-pixels-unit.png) | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md deleted file mode 100644 index d91bd2cd3d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Change a Report's Page Settings -author: Anna Gubareva ---- -# Change a Report's Page Settings - -In the Report Designer, page settings of a report can be specified in one of two ways. The first approach forces the default printer settings to be used when the report is printed, while the other one enables you to alter page settings independently. - -## Use Settings of the Default Printer - -For the orientation and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. In this instance, the page properties in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) are disabled and displayed as grayed out. This may be useful when the report is printed in several places with different printers and printer settings. - -![](../../../../images/eurd-win-using-settings-of-default-printer.png) - -## Specify the Report's Page Settings - -While designing the report, you can specify the report's page settings in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab: - -![](../../../../images/eurd-win-specify-report-page-settings.png) - -You can set the page orientation and modify the margins. The margin values are expressed in the report's [measurement units](change-a-report-measurement-units.md). You can select from the predefined paper sizes (**Paper Kind** property), choose **Custom** and create your own paper size, or select one which is already defined for this printer (**Paper Name** property). - -These settings affect the layout of the report's design surface. After their modification, you may notice red warning marks, indicating that the controls go beyond the page width. These warnings can be switched off by setting the **Show Printing Warnings** property of the report to **No**. - -![](../../../../images/eurd-win-report-controls-printing-warning.png) - -You can also modify the page settings in [Print Preview](../preview-print-and-export-reports.md) using the [Page Setup](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/printing-and-page-setup/change-printing-settings-via-the-page-setup-dialog.md) dialog. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md deleted file mode 100644 index 1fd28fc75e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Enable the Right-To-Left Layout -author: Anna Gubareva ---- -# Enable the Right-To-Left Layout - -The report and most of the report controls provide the **Right to Left** property. - -![](../../../../images/eurd-win-right-to-left-property.png) - -This property specifies content layout within a control (for most controls, this property affects the direction of their text, and for the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), this property also affects the check box position within the control). - -* **Left-To-Right** - - ![](../../../../images/eurd-win-right-to-left-no.png) - -* **Right-To-Left** - - ![](../../../../images/eurd-win-right-to-left-yes.png) - -By default, all report controls have this property set to **Inherit**, so enabling it for a report will apply this setting to all its controls. - -The following controls support this feature: - -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) -* [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) -* [Panel](../use-report-elements/use-basic-report-controls/panel.md) -* [Pivot Grid](../use-report-elements/use-charts-and-pivot-grids.md) -* [Table](../use-report-elements/use-tables.md) -* [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) - -For the **Panel** and **Table**, this option only affects the controls contained in them. - -When the **Right to Left** property of a report is set to **Yes**, you can also enable the **Right To Left Layout** property that specifies the position of controls within [report bands](../introduction-to-banded-reports.md). Enabling the right-to-left layout will also swap the page margins of a document (it will become impossible to place controls outside the right page margin). - -![](../../../../images/eurd-win-right-to-left-layout.png) - -The controls' coordinates will remain unchanged and only the point and direction of reference will change (the X coordinate will be calculated starting with the top right corner). - -The right-to-left layout is preserved when exporting a report to any of the [supported formats](../preview-print-and-export-reports.md) (e.g., PDF, Excel, or RTF). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports.md deleted file mode 100644 index 36593352c2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: Create Reports -author: Anna Gubareva ---- -# Create Reports - -This section contains tutorials that explain how to create different reports. - -## Basic Reports - -### [Table Reports](create-reports/table-reports.md) -![](../../../images/table-report-preview.png) - -### [Vertical Reports](create-reports/vertical-reports.md) -![](../../../images/vertical-report-preview.png) - -## Reports with Hierarchical Data - -### [Master-Detail Reports with Detail Report Bands](create-reports/master-detail-reports-with-detail-report-bands.md) -![](../../../images/master-detail-with-detail-report-bands-preview.png) - -### [Master-Detail Reports with Subreports](create-reports/master-detail-reports-with-subreports.md) -![](../../../images/master-detail-with-subreport-preview.png) - -### [Hierarchical Reports](create-reports/hierarchical-reports.md) -![](../../../images/hierarchical-report-preview.png) - -## Invoice Reports - -### [Invoices](create-reports/invoices.md) -![](../../../images/manual-invoice-preview.png) - -### [Invoices from Templates](create-reports/invoices-from-templates.md) -![](../../../images/template-invoice-preview.png) - -## Cross-Tab Reports - -### [Cross-Tab Reports](create-reports/cross-tab-reports.md) -![](../../../images/cross-tab-report-preview.png) - -### [Balance Sheets](create-reports/balance-sheets.md) -![](../../../images/balance-sheet-report-preview.png) - -## Multi-Column Reports - -### [Labels and Badges](create-reports/labels-and-badges.md) -![](../../../images/labels-and-badges-report-preview.png) - -### [Multi-Column Reports](create-reports/multi-column-reports.md) -![](../../../images/multi-column-report-preview.png) - -## Interactive Reports - -You can add interactive elements to your report to customize it in Print Preview: - -### [Interactive E-Forms](create-reports/interactive-e-forms.md) -![](../../../images/interactive-eform-preview.png) - -> [!Note] -> See the [Provide Interactivity](provide-interactivity.md) section for information on how to provide drill-down and drill-through functionality in your reports. -> -> See [Use Report Parameters](use-report-parameters.md) for instructions on how to submit parameter values in Print Preview to customize your reports. - -## Layout Features - -### [Reports with Cross-Band Content and Populated Empty Space](create-reports/reports-with-cross-band-content-and-populated-empty-space.md) -![](../../../images/cross-band-and-populated-empty-space-report-preview.png) - -### [Reports with PDF content](create-reports/reports-merged-with-pdf.md) -![](../../../images/report-with-pdf-content-preview.png) - -### [Reports with a Visual PDF Signature](create-reports/reports-with-visual-pdf-signature.md) -![](../../../images/report-with-a-visual-pdf-signature.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md deleted file mode 100644 index 9d4a981e31..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md +++ /dev/null @@ -1,200 +0,0 @@ ---- -title: Create a Balance Sheet -author: Anna Gubareva ---- -# Balance Sheets - -This tutorial describes how to use the Cross Tab control to create a **Balance Sheet** report. - -![](../../../../images/eurd-win-balance-sheet-report.png) - -> [!Tip] -> This tutorial shows how to configure a Cross Tab using the [Report Wizard](../report-designer-tools/report-wizard.md). See the [Cross-Tab Reports](cross-tab-reports.md) tutorial for information on how to use the Cross-Tab Report Wizard. - -## Add a Cross Tab and Bind It to Data - -1. Invoke the Report Wizard and [add a blank report](../add-new-reports.md) to your application. - -1. Drop the Cross Tab control from the Toolbox onto the report's [Detail band](../introduction-to-banded-reports.md). - - ![](../../../../images/eurd-win-balance-sheet-drop-cross-tab-from-toolbox.png) - -3. Click the Cross Tab's smart tag, expand the **Data Source** property's drop-down menu and click **Add New Data Source**. - - ![](../../../../images/eurd-win-balance-sheet-cross-tab-add-data-source.png) - -4. Use the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) to bind the Cross Tab to a data source. - -Click **Finish** to complete the Data Source Wizard and assign the created data source to the Cross Tab. - -![](../../../../images/eurd-win-balance-sheet-cross-tab-data-source.png) - -The data source structure becomes available in the [Field List](../report-designer-tools/ui-panels/field-list.md). - -![](../../../../images/eurd-win-balance-sheet-field-list.png) - -> [!Note] -> Ensure that the report's **Data Source** property is not set if you place a Cross Tab into the [Detail band](../introduction-to-banded-reports.md). Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. - -## Define the Cross Tab Layout - -1. Drop data fields from the Field List onto the Cross Tab's areas to define the Cross Tab's rows, columns, and data. - - A row is added to the bottom of the Cross Tab to display grand total values calculated against the added row or column header. - - ![](../../../../images/eurd-win-balance-sheet-drop-type.gif) - - Drop nested row headers next to the parent header cells to create a hierarchy. - - ![](../../../../images/eurd-win-balance-sheet-drop-subtype.gif) - -Switch to Print Preview to see the Cross Tab populated with data. - -![](../../../../images/eurd-win-balance-sheet-layout-preview.png) - -## Specify Group Settings - -As you can see in the image above, the Cross Tab displays data for individual days. - -Select the column header cell and click its smart tag. Set the **Group Interval** property to group data. - -![](../../../../images/eurd-win-balance-sheet-date-group-interval.png) - -![](../../../../images/eurd-win-balance-sheet-date-group-interval-preview.png) - -## Specify Layout Options - -1. The Cross Tab control stacks row headers horizontally. You can change the view so that parent values span the entire row header panel width. - - Select the Cross Tab and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Expand the **Layout Options** group and enable the **Hierarchical Row Layout** property. - - ![](../../../../images/eurd-win-balance-sheet-hierarchical-row-layout.png) - -2. Set the **Corner Header Display Mode** property to **None** to merge cells in the top-left corner into a single empty cell. - - ![](../../../../images/eurd-win-balance-sheet-corner-header-display-mode.png) - -Switch to Print Preview to see the result. - -![](../../../../images/eurd-win-balance-sheet-layout-options-preview.png) - -## Hide Grand Totals - -1. Select the bottom right cell and click its smart tag. Disable the **Row Visible** and **Column Visible** properties to hide the row and column that display grand total values. Invisible cells are filled with a hatch brush. - - ![](../../../../images/eurd-win-balance-sheet-row-column-visible.png) - -2. Resize the Cross Tab. You can also resize individual rows and columns. - - ![](../../../../images/eurd-win-balance-sheet-adjust-control-size.png) - -The Cross Tab control no longer displays grand total values. - -![](../../../../images/eurd-win-balance-sheet-hidden-grand-totals-preview.png) - -## Sort and Format Data - -1. Select the row sub-header cell and change its sort order. The Cross Tab sorts row and column field values in ascending order. Set the **Sort Order** property to **None** to restore the original data source order. - - ![](../../../../images/eurd-win-balance-sheet-sort-order.png) - -2. Format the data. Hold down SHIFT or CTRL and select cells. Specify the cells' **Text Format String** property. - - ![](../../../../images/eurd-win-balance-sheet-text-format-string.png) - -![](../../../../images/eurd-win-balance-sheet-sort-format-options-preview.png) - -## Customize Appearance - -1. Select the Cross Tab, switch to the **Properties** window and expand the **Styles** property. Use the **General Style** property to specify common appearance settings that apply to all Cross Tab cells. Set the following properties: - - * **Background Color** to **White** - * **Border Color** to **SlateGray** - * **Font** to **Tahoma 8.25** - * **Foreground Color** to **SlateGray** - - ![](../../../../images/eurd-win-balance-sheet-general-style.png) - -2. Expand the **Header Area Style** property and do the following: - - * reset the **Background Color** property value to inherit the color from the general style; - * set the **Foreground Color** property to **MidnightBlue** to override the general foreground color; - * set the **Font** property to **Tahoma 8.25** to override the general font. - - ![](../../../../images/eurd-win-balance-sheet-header-area-style.png) - -3. Expand the **Total Area Style** property and set the following properties to override general settings: - - * **Font** to **Tahoma 8.25 Bold** - * **Foreground Color** to **MidnightBlue** - - ![](../../../../images/eurd-win-balance-sheet-total-area-style.png) - -4. Select the row sub-header cell and set the following appearance properties: - - * **Foreground Color** to **SlateGray** - * **Font** to **Tahoma 8.25** - - These values apply to the selected cell only and override values specified for the entire header area. - - ![](../../../../images/eurd-win-balance-sheet-cell-appearance-settings.png) - -5. Select the cells in the top row and in the rows with total values. Set the **Borders** property to **Bottom** and **Border Width** property to **2**. - - ![](../../../../images/eurd-win-balance-sheet-add-borders.png) - -6. Select the cells you did not customize in the previous step and set the **Borders** property to **None**. - - ![](../../../../images/eurd-win-balance-sheet-remove-borders.png) - -7. Select the cells in the top row and set the **Background Color** property to **LightSteelBlue**. - - ![](../../../../images/eurd-win-balance-sheet-back-color-for-top-row.png) - -8. Select the row sub-header cell and the next cell in the data area. Set their **Background Color** property to **AliceBlue**. - - ![](../../../../images/eurd-win-balance-sheet-back-color-for-rows.png) - -![](../../../../images/eurd-win-balance-sheet-appearance-preview.png) - -## Apply Odd and Even Row Styles - -Use the **GroupRowIndex** variable in [expressions](../use-expressions.md) to identify odd and even rows. - -Select the row sub-header cell and the next cell in the data area. Go to the **Properties** window and open the **Expressions** tab. Click the **Background Color** property's marker, select **Background Color Expression** and specify the following expression: - -_iif([Arguments.GroupRowIndex] % 2 == 1, Rgb(235, 241, 252), ?)_ - -![](../../../../images/eurd-win-balance-sheet-odd-even-expression.png) - -![](../../../../images/eurd-win-balance-sheet-odd-even-preview.png) - -As you can see, the row backgrounds do not start from the page's left border, but have indents. These indents correspond to auxiliary cells in a tree. - -Select these auxiliary cells and disable the **Column Visible** property. - -![](../../../../images/eurd-win-balance-sheet-hide-tree-view-cells.png) - -To add indents to row field values and imitate a tree-like view, set the **Padding** property for the Cross Tab's cells. - -![](../../../../images/eurd-win-balance-sheet-tree-paddings.png) - -![](../../../../images/eurd-win-balance-sheet-final-appearance-preview.png) - -## Add a Report Title - -1. Right-click the report and select **Insert Band / ReportHeader** from the context menu. - - ![](../../../../images/eurd-win-balance-sheet-add-report-header.png) - -2. Drop a [Label](../use-report-elements/use-basic-report-controls/label.md) from the Toolbox onto the created Report Header. - - ![](../../../../images/eurd-win-balance-sheet-drop-label-onto-report-header.png) - -3. Double-click the label and type the report title. Specify appearance settings. - - ![](../../../../images/eurd-win-balance-sheet-title.png) - -Switch to Print Preview to see the final result. - -![](../../../../images/eurd-win-balance-sheet-report.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md deleted file mode 100644 index f79202158f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md +++ /dev/null @@ -1,118 +0,0 @@ ---- -title: Cross-Tab Reports -author: Anna Gubareva ---- -# Cross-Tab Reports - -This tutorial describes how to use the Cross Tab control to create a **Sales Summary** report. - -![](../../../../images/eurd-win-cross-tab-report-result-final.png) - -> [!TIP] -> This tutorial demonstrates how to use the Cross-Tab Report Wizard. See [Balance Sheets](balance-sheets.md) tutorial for information on how to configure a Cross Tab on the Design Surface. - -## Add a Cross-Tab Report - -1. Invoke the [Report Wizard](../report-designer-tools/report-wizard.md). - -1. Select **Cross-Tab Report** and click **Next**. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-select-report-type.png) - -1. Bind the report to a data source as described in the [Bind to Data](../bind-to-data.md) section. - -1. Select a data member that stores data for each sales person's sales. Click **Next**. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-select-view.png) - -1. Drop data fields onto cross-tab areas to define row/column headers and data. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-drop-fields.png) - - The field order defines the hierarchy in the resulting cross-tab report. The higher the field on the list, the higher the level in the field hierarchy. - -1. Change the report page layout to landscape to ensure the cross-tab content fits the report well. Click **Next**. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-page-settings.png) - -1. Set the report's color scheme and click **Next**. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-set-color-scheme.png) - -1. Specify the report's title and click **Finish**. - - ![](../../../../images/eurd-win-cross-tab-report-wizard-specify-report-title.png) - -The generated report contains a Cross Tab that is configured based on the specified settings. The Cross Tab calculates automatic totals and grand totals across row and column fields. - -![](../../../../images/eurd-win-cross-tab-report-wizard-result.png) - -> [!TIP] -> Ensure that the report's **Data Source** property is not set if you place the Cross Tab into the Detail band. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. - -Switch to the Preview tab to see an intermediate result. - -![](../../../../images/eurd-win-cross-tab-report-wizard-result-preview.png) - -As you can see in the image above, the Cross Tab displays data for individual days. The next section shows how you can adjust the report so that it summarizes values by quarters. - -## Specify Group Settings - -Select the row header cell and click its smart tag. Specify the **Group Interval** property to group data. - -![](../../../../images/eurd-win-cross-tab-report-group-interval.png) - -![](../../../../images/eurd-win-cross-tab-report-group-interval-preview.png) - -## Format Data - -Apply data formatting to cells. Hold down SHIFT or CTRL to select multiple cells, then go to the **Properties** window and specify the **Text Format String** property. - -![](../../../../images/eurd-win-cross-tab-report-prices-format-string.png) - -## Customize Appearance - -1. Select the Cross Tab, switch to the **Properties** window and expand the **Styles** property. Expand the **General Style** property and set **Border Color** to **ControlDark**. This value applies to all Cross Tab cells. - - ![](../../../../images/eurd-win-cross-tab-report-general-style.png) - -1. Expand the **Header Area Style** property and set the following properties: - - * Background Color to **Control** - * Font to **Calibri 9 Bold** - - ![](../../../../images/eurd-win-cross-tab-report-header-area-style.png) - -1. Expand the **Total Area Style** property and set **Font** to **Calibri 9 Bold**. - - ![](../../../../images/eurd-win-cross-tab-report-total-area-style.png) - -1. Expand the **Data Area Style** property and set Font to **Calibri 9**. - - ![](../../../../images/eurd-win-cross-tab-report-data-area-style.png) - -1. Hold down SHIFT or CTRL, and select the cells that display the grand total values. Go to the **Properties** window and set **Background Color** to **ControlDark**. This value applies to the selected cells only and overrides the value specified at the area level. - - ![](../../../../images/eurd-win-cross-tab-report-grand-totals-appearance.png) - -1. Select the row header cell and set **Text Alignment** to **Top Left**. - - ![](../../../../images/eurd-win-cross-tab-report-cell-text-alignment.png) - -![](../../../../images/eurd-win-cross-tab-report-appearance-result.png) - -## Adjust the Content Size - -1. Use a cell's **Column Auto Width Mode** property to specify a cell width calculation method. The Report Wizard sets this property to **Shrink And Grow** for row headers and to **None** for other cells. - - ![](../../../../images/eurd-win-cross-tab-report-column-auto-width-mode.png) - -1. Resize the Cross Tab. You can also resize the individual rows and columns. - - ![](../../../../images/eurd-win-cross-tab-report-resize-control.png) - -1. Move the report title to the [Top Margin band](../introduction-to-banded-reports.md) to repeat the title on each page and make the Cross Tab occupy the entire page area. - - ![](../../../../images/eurd-win-cross-tab-report-move-title.png) - -![](../../../../images/eurd-win-cross-tab-report-result-final.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md deleted file mode 100644 index 70c8224c59..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/hierarchical-reports.md +++ /dev/null @@ -1,103 +0,0 @@ ---- -title: Hierarchical Reports -author: Mary Sammal ---- -# Hierarchical Reports - -This tutorial describes how to use the [detail band](../introduction-to-banded-reports.md)'s **Hierarchy Print Options** property to create a hierarchical report. - -![HierarchicalReport-Result](../../../../images/eurd-HierarchicalReport-Result.png) - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source. - - The following image demonstrates an empty report bound to an [ObjectDataSource](../bind-to-data/bind-a-report-to-an-object-data-source.md). - - ![HierarchicalReport-SelectFields](../../../../images/eurd-HieararchicalReport-CreateReport.png) - - Each record in this data source includes the "parent ID" field that defines the parent-child relationship and thus builds the hierarchy. - -3. Arrange controls on the report. - - - Add the [Report Header](../introduction-to-banded-reports.md) and [Page Header](../introduction-to-banded-reports.md) bands (see the **Manage Report Bands | Add Bands** section in the [Introduction to Banded Reports](../introduction-to-banded-reports.md) document for details) - - Add [data-bound labels](../use-report-elements/use-basic-report-controls/label.md) to the **Detail** band. - - ![HierarchicalReport-ArrangeControls](../../../../images/eurd-win-HierarchicalReport-ArrangeControls.png) - - Switch to the [Preview](../preview-print-and-export-reports.md) tab to see an intermediate result. - - ![HierarchicalReport-ArrangeControls-Result](../../../../images/eurd-win-HierarchicalReport-ArrangeControls-Result.png) - -4. Specify the Detail band's **Hierarchy Print Options** property. - - ![HierarchicalReport-Set-HierarchyPrintOptions](../../../../images/eurd-win-HierarchicalReport-Set-HierarchyPrintOptions.png) - - Set the following options: - - - **Key Field Name** and **Parent Field Name**, or **Child List Field Name** - Set the **Key Field Name** and **Parent Field Name** properties if your report's data has the Id-ParentID related fields. - Set the **Child List Field Name** property if your report's data is recursive. Assign the collection of child objects (records) if they have the same type as the parent objects (records). - - - **Indent** - Specify the child level node offset. - - - **Keep Together with First Child** - Specify whether to print a parent node together with its first child node on the next page if these nodes do not fit at the end of a page. - - ![HierarchicalReport-HierarchyPrintOptions-Result](../../../../images/eurd-win-HierarchicalReport-HierarchyPrintOptions-Result.png) - - As you can see in the image above, the **Detail** band that contains child rows is printed with the specified indent. However, the row (the sum of the label widths) does not fit the page now. - -5. Align labels. - - - Anchor the first data-bound label to the Detail band's left and right edges. Set the label's **Anchor Horizontally** property to **Both**. - - ![HierarchicalReport-AnchorHorizontally-both](../../../../images/eurd-win-hierarchicalreports-anchorhorizontally-both.png) - - - Anchor the rest of the data-bound labels to the right edge of the Detail band (their container). Set their **Anchor Horizontal** property to **Rignt**. - - ![HierarchicalReport-AnchorHorizontally-right](../../../../images/eurd-win-hierarchicalreports-anchorhorizontally-right.png) - - ![HierarchicalReport-HierarchyPrintOptions-Result](../../../../images/eurs-win-HierarchicalReport-AnchoringResult.png) - -6. Add a drill-down control to expand/collapse child rows. - - - Add the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control to the **Detail** band at the left-most position. - - ![HiearachicalReport-AddCheckBox](../../../../images/eurd-win-HiearachicalReport-AddCheckBox.png) - - - Set the **Check Box** control's glyph options. Use custom glyphs for the *checked* and *unchecked* checkbox states. - - ![HierarchicalReport-CheckBoxProperties](../../../../images/eurd-win-HierarchicalReport-CheckBoxProperties.png) - - - Set the **Detail** band's **Drill Down Control** property to the added **Check Box** control. - - ![HierarchicalReport-SetDrillDownControl](../../../../images/eurd-win-HierarchicalReport-SetDrillDownControl.png) - - - Set the **Check Box**'s **Check State** property to the following expression: *[ReportItems].[Detail].[DrillDownExpanded]* (in the control's Smart Tag or the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s Expressions tab). - - ![HierarchicalReport-CheckStateExpression](../../../../images/eurd-win-HierarchicalReport-CheckStateExpression.png) - - ![HierarchicalReport-DrillDownControl](../../../../images/eurd-win-HierarchicalReport-DrillDownControl.png) - - -7. Sort report data. - - Use the Detail band's **Sort Fields** property to sort data on each hierarchy level. - - ![HierarchicalReport-SortFieldsProperty](../../../../images/eurd-win-HierarchicalReport-SortFieldsProperty.png) - - ![HierarchicalReport-SortedData](../../../../images/eurd-win-HierarchicalReport-SortedData.png) - -8. Highlight root nodes. - - To format rows based on their nesting level, use the **Current Row Hierarchy Level** variable in expressions. For example, specify the **Detail** band's appearance properties as listed below: - - - Set the **Back Color** property to *iif([DataSource.CurrentRowHierarchyLevel] == 0, Rgb(231,235,244), ?)* - - Set the **Font | Bold** property to *[DataSource.CurrentRowHierarchyLevel] == 0* - - ![HierarchicalReport-ExpressionVariable](../../../../images/eurd-win-HierarchicalReport-ExpressionVariable.png) - - ![HierarchicalReport-HighlightedRootNodes](../../../../images/eurd-win-HierarchicalReport-HighlightedRootNodes.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md deleted file mode 100644 index b1270d446d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md +++ /dev/null @@ -1,95 +0,0 @@ ---- -title: Interactive E-Forms -author: Anna Gubareva ---- -# Interactive E-Forms - -This tutorial describes how to create a form that is fillable in Print Preview. - -![eForm-report-result](../../../../images/eurd-win-EForm-Result.png) - -To get started with this tutorial, [create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -## Add Form Fields - -Add the [Label](../use-report-elements/use-basic-report-controls/label.md) report controls to the report and arrange them according to the form's template. Set the labels' **Text** property to the form's field names. - -![EForm-Add-Form-Fields](../../../../images/eurd-win-EForm-Add-Form-Fields.png) - -## Add Fillable Cells - -Use the [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) control for the form's text fields. This control displays letters in individual cells and allows you to fill these cells in Print Preview. - -1. Drop the Character Comb item from the Toolbox onto the report. - - ![eForm-report-add-character-comb](../../../../images/eurd-win-EForms-Character-Comb.png) -2. Select all the added Character Combs and set their properties in the **Property Grid**: - - **Cell Size Mode** - - **Cell Height**, - - **Cell Width**, - - and other cell settings. - - ![eForm-report-character-combs-cell-settings](../../../../images/eurd-win-eform-report-character-combs-cell-settings.png) -3. Enable the Character Combs' **Edit Options** -| **Enabled** property. - - ![eForm-report-character-combs-edit-options-enabled](../../../../images/eurd-win-eform-report-character-combs-edit-options-enabled.png) -4. Choose editors for the Character Comb controls' edit mode. - - - Controls that allow you to enter letters - Invoke a drop-down list for the **Editor Name** property and select the **Only Uppercase Letters** item in the **Letters** category. - - ![eForm-report-character-combs-editor-name-letters](../../../../images/eurd-win-eform-report-character-combs-editor-name-letters.png) - - - Controls that allow you to enter integers - Invoke a drop-down list for the **Editor Name** property and select the **Positive Integer** item in the **Numeric** category. - - ![eForm-report-character-combs-editor-name-integer-positive](../../../../images/eurd-win-eform-report-character-combs-editor-name-integer-positive.png) - -## Add Check Box Editors - -Add [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) controls for the *Male/Female* fields. - -![eForm-report-add-check-boxes](../../../../images/eurd-win-eform-report-add-check-boxes.png) - -Use the following properties to set up these controls: - -- Set the **Text** property. - -- Set appearance properties. - -- Enable the **Edit Options** | **Enabled** property switch check box states in Print Preview. - -- Set the **Edit Options** | **Group ID** property to the same value to combine these two check boxes into a logical group. This allows you to select only one option at a time. - - ![eForm-report-check-boxes-edit-options](../../../../images/eurd-win-eform-report-check-boxes-edit-options.png) - -## Add the Signature Editor - -Add the [PictureBox](../use-report-elements/use-basic-report-controls/picture-box.md) report control for the form's *Signature* field. - -![EForm-add-signature-picture-box](../../../../images/eurd-win-EForm-add-signature-picture-box.png) - -Do the following to enable drawing in Print Preview: - -1. Enable the control's **Edit Options** | **Enabled** property. - -2. Set the **Edit Options** | **Editor Name** property to **Signature**. - - ![EForm-Signature-content-editing](../../../../images/eurd-win-EForm-Signature-content-editing.png) - -## Get the Result -Switch to the [Preview tab](../preview-print-and-export-reports.md) to see the result. - -![eForm-report-result](../../../../images/eurd-win-EForm-Preview.png) - -Click the ![highlight-fields-icon-bars](../../../../images/eurd-win-highlight-fields-icon-bars126306.png) button on the Print Preview toolbar to highlight all the editable fields on the form. - -![eForm-report-result](../../../../images/eurd-win-EForm-Preview-Editing-Fields.png) - - -Click a field to invoke its editor. - -![eForm-report-result](../../../../images/eurd-win-EForm-Result.png) - -Use TAB and SHIFT+TAB to navigate between editable fields. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices.md deleted file mode 100644 index 5e0cc6dfaf..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/invoices.md +++ /dev/null @@ -1,213 +0,0 @@ ---- -title: Invoices -author: Anna Gubareva ---- -# Invoices - -This tutorial describes how to create a simple invoice report displaying information about customers and their orders. You can perform similar steps to create various invoice layouts depending on your requirements. - -> [!Note] -> See the [Invoices from Templates](invoices-from-templates.md) topic for information on how to create an invoice report based on a predefined layout. - -![](../../../../images/eurd-win-invoice-report-result.png) - -## Create a Report and Bind It to Data - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**. - - ![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png) - -3. On the first page of the invoked **Data Source Wizard**, you can choose the required data source type. Select **Microsoft SQL Server** and click **Next**. - - ![ReportWizard-SelectDataSourceType](../../../../images/eurd-ReportWizard-SelectDataSourceType.png) - -4. The following page allows you to specify whether you want to use an existing data connection or create a new one. For this example, select an existing connection and click **Next**. - - ![](../../../../images/eurd-win-invoice-select-data-connection-in-wizard.png) - -5. On the next page, you can choose which tables, views and/or stored procedures to add to the report. - - Obtain data from two different tables to display information about customers and orders at the same hierarchical level in the report. Click the plus button for the **Queries** category to create a custom query. In the invoked [Query Builder](../report-designer-tools/query-builder.md), add the required data tables to a query and join them based on a key column. - - ![](../../../../images/eurd-win-invoice-join-tables-in-query-builder.png) - -6. On the same wizard page, select the data view providing order details for listing products included in each order in the invoice. Click the **Manage Relations** button to specify a master-detail relationship between the queries. In the invoked dialog, connect the required key columns using drag-and-drop. - - ![](../../../../images/eurd-win-invoice-manage-master-detail-relations.png) - -7. Click **Finish** to complete the wizard. - -After these steps, make sure that an appropriate data member is assigned to the report. - -![](../../../../images/eurd-win-invoice-report-data-member.png) - -## Prepare the Master Report Layout -Create the master report layout to display basic information about customers and their orders. - -1. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and drop the required data fields onto the [Detail band](../introduction-to-banded-reports.md). New controls of appropriate types are automatically created and bound to the corresponding fields. - - ![](../../../../images/eurd-win-invoice-master-layout-dynamic-fields.png) - -2. Drop [Label](../use-report-elements/use-basic-report-controls/label.md) controls from the [Toolbox](../report-designer-tools/toolbox.md) onto the band to display static captions for specific data fields. - - ![](../../../../images/eurd-win-invoice-master-layout-static-labels.png) - -3. Double-click the added labels one after another and enter the required text. - - ![](../../../../images/eurd-win-invoice-master-layout-specify-static-text.png) - -4. Use the [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) control to separate data. - - ![](../../../../images/eurd-win-invoice-master-layout-add-line.png) - -## Prepare the Detail Report Layout -Perform the following steps to create a detail report and construct its layout to show the order details in a tabular form: - -1. Create a [Detail Report Band](../introduction-to-banded-reports.md) by right-clicking the report's surface. In the invoked context menu, select **Insert Detail Report**, and then, select the master-detail relationship's name. - - ![](../../../../images/eurd-win-invoice-insert-detail-report.png) - -2. Add dynamic content to the detail report. Go to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. This automatically creates a [Table](../use-report-elements/use-tables.md) control with table cells bound to the corresponding fields. - - You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. - - ![](../../../../images/eurd-win-invoice-detail-layout-add-dynamic-table.png) - -3. Add the Group Header band to the detail report to display captions for table columns. Right-click the detail report, and in the context menu, select **Insert Band | GroupHeader**. - - ![](../../../../images/eurd-win-invoice-insert-group-header-band.png) - -4. To create column headers, select the same data fields in the **Field List** and drag-and-drop them onto the Group Header band using the right mouse button. - - ![](../../../../images/eurd-win-invoice-detail-layout-add-table-headers.png) - -5. Click the Detail Report band's smart tag, and in the invoked actions list, set the band's **Page Break** property to **After the Band** to print each order on a separate page. - - ![](../../../../images/eurd-win-invoice-detail-report-page-break.png) - -## Create a Calculated Field -This section demonstrates how to create a [custom field](../shape-report-data/use-calculated-fields.md) whose values are calculated using a pre-defined expression. - -Do the following to evaluate an extended price based on the price, quantity and discount values obtained from a database: - -1. In the [Field List](../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data relationship node, and in the invoked context menu, select **Add Calculated Field**. - - ![](../../../../images/eurd-win-invoice-add-calculated-field.png) - -2. Select the created calculated field, and in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), change its name to **ExtendedPrice**. Click the **Expression** property's ellipsis button, and in the invoked **Expression Editor**, construct the expression based on the **UnitPrice**, **Quantity** and **Discount** fields. - - ![](../../../../images/eurd-win-invoice-calculated-field-expression.png) - -3. You can use the created calculated field as an ordinary data field. Add a cell to a table in the Detail band and drop the calculated field onto this cell. Additionally, create one more table cell in the Group Header for displaying the corresponding caption. - - ![](../../../../images/eurd-win-invoice-drop-calculated-field-onto-report.png) - - -## Format Data -The next step is to specify report elements' [value formatting](../shape-report-data/format-data.md) to improve displaying their incoming data. - -1. In the master report's Detail band, select controls bound to date fields while holding down CTRL or SHIFT. Switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the **Text Format String** property's ellipsis button. In the invoked **Format String Editor**, activate the **DateTime** category and select the format, for example, display dates as a month (name) followed by the day (number) and year (four digits). - - ![](../../../../images/eurd-win-invoice-format-date-fields.png) - -2. Select the table cell bound to the **Discount** data field in the detail report's Detail band and click its smart tag. Click the **Format String** property's ellipsis button, and in the invoked **Format String Editor**, apply the **Percent** format. In this case, field values are multiplied by 100 and displayed with a percent symbol. - - ![](../../../../images/eurd-win-invoice-format-discount-field.png) - -3. In the detail report's Detail band, select the cells bound to the **UnitPrice** and **ExtendedPrice** fields. Invoke the **Format String Editor** once again and choose the format preset from the **Currency** category (for instance, **c2**). - -## Calculate a Summary -Do the following to calculate a total price for each order as a sum of **Extended Price** values: - -1. Add the Group Footer band to the detail report in the same way as the Group Header. - -2. Drop the Label control onto the added band and click its smart tag. In the invoked Label Tasks window, click the **Summary** field's ellipsis button. - - ![](../../../../images/eurd-label-summary-3.png) - -* In the **Summary Editor** window: - - * Set the **Summary running** property to the **Report** value to calculate the summary for the entire detail report. - * Set the **Summary function** property to **Sum**. - * Set the **Argument Expression** property to the field you want to sum up. - - ![](../../../../images/eurd-win-invoice-specify-summary-function.png) - -3. Back in the **Label Tasks** window, use the **Format String** property to format the summary's value (for instance, set it to **Total: {0:c2}**). - - ![](../../../../images/eurd-invoice-report-label-summary-format.png) - -## Sort Data -Perform the following steps to sort data in the detail report: - -1. Select the **Detail** band in the detail report and switch to the [Group and Sort Panel](../report-designer-tools/ui-panels/group-and-sort-panel.md). Click **Add a Sort**, and in the invoked drop-down window, select the required data field. - - ![](../../../../images/eurd-win-invoice-sort-data.png) - -2. Use the **Sort Order** drop-down list to define the sort order. - - ![](../../../../images/eurd-win-invoice-group-and-sort-panel.png) - - -## Customize the Report Appearance -Do the following to customize the report and its elements' appearance: - -1. Click the gray area around the design surface to select the report, and in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), specify the font settings. These settings are distributed to all report elements. - - ![](../../../../images/eurd-win-invoice-report-appearance-properties.png) - -2. You can adjust a control's font independently from its parent (for instance, make summary values bold). - - ![](../../../../images/eurd-win-invoice-report-control-appearance-properties.png) - -3. Change specific controls' (bound to date fields, price fields, etc.) text alignment using the **Text Alignment** property. - - ![](../../../../images/eurd-win-invoice-report-control-text-alignment.png) - -4. Create a global [visual style](../customize-appearance/report-visual-styles.md) to apply it afterwards to multiple controls. Click the caption button in the [Toolbar](../report-designer-tools/toolbar.md)'s **Styles** section. - - ![](../../../../images/eurd-win-invoice-invoke-styles-editor.png) - -5. In the invoked **Styles Editor**, click the plus button and specify appearance properties for the newly created style. - - ![](../../../../images/eurd-win-invoice-report-style-settings.png) - -6. Apply a style to report elements by selecting them and clicking the created style in the **Styles** gallery. - - ![](../../../../images/eurd-win-invoice-apply-report-style.png) - -7. You can provide different appearances to alternating (odd and even) table rows in the detail report. Select the table and expand the **Styles** property in the Property Grid. Invoke the drop-down list for the **EvenStyle** property and select **New**. - - ![](../../../../images/eurd-win-invoice-create-even-style.png) - - Specify the created style's appearance settings (for example, background color). - -## Add Additional Information -Do the following to provide additional information to your invoices, such as the report name and current date: - -1. Add the Page Header band to the master report to display the required information on each invoice page. - -2. Drop the Label control from the **Toolbox** onto the Page Header, double-click the control and type "**Invoice**". Specify the required appearance settings (font, foreground color, etc.). - - ![](../../../../images/eurd-win-invoice-page-header-report-name.png) - -3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the Page Header band to display system date in the report. - - ![](../../../../images/eurd-win-invoice-add-page-info.png) - -4. Click the control's smart tag, and in the invoked actions list, set the **Page Information** property to **Current Date and Time**. - - ![](../../../../images/eurd-win-invoice-page-information-property.png) - -5. Click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, select a date format as in the [Format Data](#format) section above. - - ![](../../../../images/eurd-win-invoice-page-info-text-format-string.png) - - - -## View the Result -The invoice report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-win-invoice-report-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md deleted file mode 100644 index a00adb5390..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Labels and Badges -author: Anna Gubareva ---- -# Labels and Badges - -This tutorial describes the steps to create a label report that contains employee badges. - -1. [Create a new report](../add-new-reports.md) and [bind it](../bind-to-data.md) to a required data source (for instance, to a table that contains information about employees). - -2. Click the report's smart tag, and in the invoked actions list, click **Design in Report Wizard**. - - ![](../../../../images/eurd-win-report-design-in-report-wizard.png) - -3. The wizard guides you through the process of creating a label report. Refer to [Label Report](../report-designer-tools/report-wizard/labels.md) for detailed instructions on the wizard's steps. - - ![ReportWizard-ChooseReportType-Labels](../../../../images/eurd-ReportWizard-ChooseReportType-Labels.png) - -4. After performing the above steps you will see that the report's Detail band is now divided into three differently colored areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. - - ![](../../../../images/eurd-win-label-wizard-result.png) - -5. Drop the required fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the available Detail band's area and adjust the layout. - - ![](../../../../images/eurd-win-label-report-layout.png) - - If required, you can apply [mail merge](../use-report-elements/use-embedded-fields-mail-merge.md) to combine several fields within the same [Label](../use-report-elements/use-basic-report-controls/label.md) control. - - For the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control, you can set its **Sizing** property to **Zoom Image**. - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-win-label-report-result.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md deleted file mode 100644 index 7351fa0e40..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Master-Detail Reports with Detail Report Bands -author: Anna Gubareva ---- -# Master-Detail Reports with Detail Report Bands - -This tutorial illustrates how to display hierarchical data in a master-detail report using nested [Detail Report bands](../introduction-to-banded-reports.md). This approach is effective if your data source contains master-detail relationship. Another way is described at [Master-Detail Reports with Subreports](master-detail-reports-with-subreports.md). - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source and provide it with a master-detail relationship as described in the [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) topic. - -3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. - - ![](../../../../images/eurd-win-master-detail-drop-fields-for-master-layout.png) - -4. Create a [Detail Report Band](../introduction-to-banded-reports.md) by right-clicking the report's surface. In the invoked context menu, select **Insert Detail Report**, and then, select the master-detail relationship's name. - - ![](../../../../images/eurd-win-master-detail-insert-detail-report-band.png) - - This sets the detail report's **Data Source** and **Data Member** properties automatically. - - ![](../../../../images/eurd-win-master-detail-data-member-property.png) - -5. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. - - ![](../../../../images/eurd-win-master-detail-drop-fields-for-detail-layout.png) - - > [!NOTE] - > You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. Otherwise, the report will display only the first record of the detail table as many times as there are records in this table. - -6. If required, customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-win-master-detail-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md deleted file mode 100644 index a7da27de6e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Master-Detail Reports with Subreports -author: Anna Gubareva ---- -# Master-Detail Reports with Subreports - -This tutorial demonstrates how to create a master-detail report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control. This approach is useful if your data source does not contain master-detail relationship or you prefer to store master and detail reports in different files. Another approach is described at [Create a Master-Detail Report (Use Detail Report Bands)](master-detail-reports-with-detail-report-bands.md). - -## Create a Master Report - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md) to use it as a master report. - -2. [Bind the report](../bind-to-data.md) to a required data table. - -3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. - - ![](../../../../images/eurd-win-master-report-layout.png) - -## Create the Detail Report - -1. [Add one more blank report](../add-new-reports.md) to use it as a detail report. - -2. [Bind it to data](../bind-to-data.md). For instance, use another table of the same database as for the master report. - -3. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. - - ![](../../../../images/eurd-win-detail-report-layout.png) - -4. Add parameter to the detail report. Right-click the **Parameters** section in the **Field List** and choose **Add Parameter** in the context menu. - - ![](../../../../images/eurd-win-detail-report-add-parameter.png) - -5. In the invoked **Add New Parameter** dialog, specify the parameter's **Name** and **Type** as well as disable the **Show in the parameters panel** option. - - ![](../../../../images/eurd-win-detail-report-parameter-settings.png) - -6. Click the report's smart tag, and in its actions list, click the **Filter String** property's ellipsis button. - - In the invoked **FilterString Editor**, construct an expression where the required data field is compared to the created parameter. To access the parameter, click the icon on the right until it turns into a question mark. - - ![](../../../../images/eurd-win-detail-report-filter-string.png) - -7. [Save the detail report](../save-reports.md) by selecting **Save** | **Save As** in the toolbar. In the invoked standard **Save** dialog, specify the folder and file name. - - ![](../../../../images/eurd-win-detail-report-save-dialog.png) - -## Embed the Subreport -1. Switch back to the master report and drop the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Detail** band. - - ![](../../../../images/eurd-win-master-report-add-subreport.png) - -2. Click the subreport's smart tag and clcik the **Report Source URL** property's ellipsis button. In the invoked **Open** dialog, select the previously saved detail report. - - ![](../../../../images/eurd-win-master-report-subreport-report-source-url.png) - -3. Bind the subreport's parameter used as a filter criterion to the master report's corresponding data field, which serve as a source of the parameter value. To do this, click the subreport's smart tag and select **Edit Parameter Bindings** in the invoked actions list. - - ![](../../../../images/eurd-win-master-report-subreport-edit-parameter-bindings.png) - -4. In the invoked **Parameter Binding Collection Editor**, click **Add** to add new binding. In the property list, specify the data field to which you want to bind a subreport parameter and the name of the parameter that you want to bind. - - ![](../../../../images/eurd-win-master-report-subreport-parameter-binding-editor.png) - -5. If required, customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). - -## View the Result - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-win-master-detail-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md deleted file mode 100644 index b287aa3424..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Multi-Column Reports -author: Anna Gubareva ---- -# Multi-Column Reports - -This document describes how to arrange report data in multiple columns, which can be used to create mailing labels, business cards or multi-column directories. - -## Settings -To access the multi-column settings of a report's Detail band, use its smart tag or the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -![](../../../../images/eurd-win-multi-column-options.png) - -**Multi-Column Mode** - -Enables you to select one of the following modes: - -* **None** - - Disables the multi-column layout. - -* **Use Column Count** - - Makes the report display a specific number of columns based on the **Column Count** value. When this property is set to **1**, the report looks as though its multi-column layout is disabled. - -* **Use Column Width** - - Makes the report columns have a specific width based on the **Column Width** value. With this setting, the report displays as many columns as it is possible according to the specified column width, column spacing and report page size. - -**Column Spacing** - -Specifies the distance between adjacent columns. This value is measured in [report units](../configure-design-settings/change-a-report-measurement-units.md). - -**Multi-Column Layout** - -Specifies the preferred direction for arranging report data within columns. - -* **First Across, then Down** - - The report data is arranged horizontally and is wrapped to the next row on reaching the right page margin. - - ![](../../../../images/eurd-win-multi-column-across-then-down-ungrouped.png) - - When the report data is grouped, the multi-column layout is applied to each group individually. - - ![](../../../../images/eurd-win-multi-column-across-then-down-grouped.png) - -* **First Down, then Across** - - The report data is arranged vertically and is wrapped to the next column on reaching the bottom page margin. - - ![](../../../../images/eurd-win-multi-column-down-then-across-ungrouped.png) - - When the report data is grouped, you can make each group start on a new column by setting the **Page Break** property of the Group Footer to **After the Band**. - - ![](../../../../images/eurd-win-multi-column-down-then-across-grouped.png) - -## How It Works -The following image illustrates a report designer with a multi-column layout applied to the report: - -![](../../../../images/eurd-win-multi-column-layout.png) - -In multi-column mode, the report's design surface is limited to the area defined by the column width. This is the only area intended to contain report controls. - -The rest of this surface defines the space on a page remaining for printing columns and column spacing area. - -In the above image, the report data in the Detail band is contained within a [Panel](../use-report-elements/use-basic-report-controls/panel.md) that provides borders around the enclosed content. - -![](../../../../images/eurd-win-multi-column-panel-borders-property.png) - -You can also specify a custom background color for the Panel. To learn how to change this color dynamically (based on the report's underlying data), see [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md). - -When the report data is [grouped](../shape-report-data/group-and-sort-data/group-data.md) (as in the above image), and the **First Down, then Across** multi-column layout is used, you can make each group start on a new column. To do this, set the **Page Break** property of the Group Footer to **After the Band** or **After the Band, Except for the Last Entry**. When there is no data to display in the Group Footer, set the band height to zero. - -![](../../../../images/eurd-win-multi-column-band-page-break.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md deleted file mode 100644 index a2e959d2c8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Reports Merged with PDF -author: Sergey Andreev ---- -# Reports Merged with PDF - -This tutorial describes how to add PDF content to a report. - -![pdfcontentdemo-result](../../../../images/eurd-pdfcontentdemo-result.png) - -> [!TIP] -> The [Create a Master-Detail Report (Use Subreports)](master-detail-reports-with-detail-report-bands.md) topic describes another way to create a report that merges different documents. - -## Create a Report Layout - -Create a report that should include PDF content. - -![initial-report](../../../../images/eurd-pdfcontentdemo-initial-report.png) - -In this tutorial, the report shows a purchase order. A **Detail Report** band displays order details and customer information. An inner **Detail Report** band lists products included in an order. - -![initial-report](../../../../images/eurd-pdfcontentdemo-initial-preview.png) - -## Add PDF Content - -Add a PDF document for each product listed in an order. - -1. Add a **Detail Report** band at the location where you want to place PDF content. As PDF content is rendered on separate pages, the report from this tutorial includes this band at the bottom. Bind the new band to the same data member as in the [Create a Report Layout](#create-a-report-layout) section above. - - ![add-detail-report-for-pdf](../../../../images/eurd-pdfcontentdemo-add-detail-report-for-pdf.png) - -1. Drop the **PDF Content** item from the **Toolbox** onto the added band. - - ![drop-xrpdfcontent](../../../../images/eurd-pdfcontentdemo-drop-xrpdfcontent.png) - -1. Bind the dropped control to the source of PDF data. Expand the control's smart tag and click the **Expression** property's ellipsis button below the **Source** property. In the invoked **Expression Editor**, select the data source field that stores PDF documents and click **OK**. - - ![bind-to-pdf-source](../../../../images/eurd-pdfcontentdemo-bind-to-pdf-source.png) - - > [!TIP] - > Other options are available to bind the **PDF Content** control to PDF data: - > * **Bind to a PDF file** - > Specify the file's path or URL in the control's **Source URL** property. The specified file should be available when a report is generated. - > * **Save the PDF content in the report** - > Click the **Source** property's ellipsis button and select the file from which to load content. - -The report is ready and can be viewed in the **Preview** tab. Each PDF document is printed on a separate page and uses its own page settings. - -![pdfcontentdemo-result](../../../../images/eurd-pdfcontentdemo-result2.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md deleted file mode 100644 index 3bb43a3d8a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md +++ /dev/null @@ -1,97 +0,0 @@ ---- -title: 'Reports with Cross-Band Content and Populated Empty Space' -author: Sergey Andreev ---- -# Reports with Cross-Band Content and Populated Empty Space - -This document describes how to create a report with the following layout options: - -- Print part of the content across bands (the blue panel); -- Populate the empty space between the detail and footer information with blank rows. - -![](../../../../images/eurd-win-underlay-report-preview-6.png) - -## Initial Report - -In this tutorial, the report [groups data](../shape-report-data/group-and-sort-data.md) by a data source field (the report's group field). - -![](../../../../images/eurd-win-underlay-report-preview-0.png) - -The _GroupFooter_ band is displayed at the bottom of the page (the **Print At Bottom** property is enabled). There is an empty space between the _Detail_ band's data and the footer. - -![](../../../../images/eurd-win-underlay-report-preview.png) - -## Add Line Numbers - -1. Right-click the first cell in the [Detail band](../introduction-to-banded-reports.md)'s table and select **Insert** / **Column to Left** from the context menu. - - ![](../../../../images/eurd-win-underlay-report-add-cell.png) - -1. Select the new cell and specify the following property values: - - * **Summary**: _Group_ - * **Expression**: _sumRecordNumber()_ - - ![](../../../../images/eurd-win-underlay-report-add-line-numbers.png) - -Each row now includes a number. - -![](../../../../images/eurd-win-underlay-report-preview-3.png) - -## Populate the Empty Space - -Populate the empty space between the _Detail_ band's data and footer. - -Click the _Detail_ band's smart tag and enable the **Fill Empty Space** property. - -![](../../../../images/eurd-win-underlay-report-fillemptyspace.png) - -The empty space is now populated with numbered lines. - -![](../../../../images/eurd-win-underlay-report-preview-4.png) - -> [!NOTE] -> Set the **Text** properties of the _Detail_ band's controls to display static text within the added lines. - -## Add Cross-Band Content to Report Groups - -1. Right-click the design surface. Select **Insert Band** / **GroupHeader** from the context menu. - - ![](../../../../images/eurd-win-underlay-report-add-group-header.png) - - > [!Tip] - > Choose a _PageHeader_ band instead to display the cross-band content on an entire page. - -1. Click the added band's smart tag and enable the **Print Across Bands** property. This displays the band content on the background of the _GroupHeader1_, _Detail_, and _GroupFooter1_ bands. - - ![](../../../../images/eurd-win-underlay-report-printundernextband.png) - -2. The report's group field is in the _GroupHeader1_ band's **Group Fields** collection. The new band is above _GroupHeader1_ and does not participate in the report's group. Move the group field to the new band. - - - Click _GroupHeader1_'s smart tag, click the **Group Fields** property's ellipsis button and remove the group field from the invoked **Group Field Collection Editor**. - - ![](../../../../images/eurd-win-underlay-report-remove-group-fields.png) - - - Click the new band's smart tag, click the **Group Fields** property's ellipsis button and add the group field in **Group Field Collection Editor**. - - ![](../../../../images/eurd-win-underlay-report-move-group-fields.png) - -1. Add a [Panel](../use-report-elements/use-basic-report-controls/panel.md) control to the _GroupHeader_. Specify the panel's **Background Color** and drop fields onto the panel. - - ![](../../../../images/eurd-win-underlay-report-add-recipient.png) - -4. Adjust the panel's width and height. The height should match the page height, as the footer is printed at the bottom of the page (the _GroupFooter_'s **Print At Bottom** property is enabled). - - ![](../../../../images/eurd-win-underlay-report-adjust-crossband-height.png) - -1. Switch to Print Preview. The panel is printed on the background of the group content. - - ![](../../../../images/eurd-win-underlay-report-preview-5.png) - -1. Resize the content in other bands to print it side-by-side with the panel. - - ![](../../../../images/eurd-win-underlay-report-adjust-width.png) - -See the final report in Print Preview. - -![](../../../../images/eurd-win-underlay-report-preview-6.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md deleted file mode 100644 index 7eccad95b6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md +++ /dev/null @@ -1,237 +0,0 @@ ---- -title: Reports with Embedded PDF Content -author: Eugene Polevikov ---- - -# Reports with Embedded PDF Content - -This tutorial explains how to use the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control to do the following: - -* Append PDF file pages to a report and make their paper kind the same as in the inital report. -* Add sequential page numbers to the report and PDF file pages. -* Include additional information in the embedded PDF file pages. - -The image below shows an invoice report that contains information about order items. - -![Final Report Page 1](../../../../images/create-report-with-pdf-content-final-report-page1.png) - -The following image illustrates the first PDF file page embedded to the invoice report. This page has the same paper kind as the initial report. [Report controls](../use-report-elements/use-basic-report-controls.md) are used to add item title, item price, line, logo image, and sequential page numbers to this page. - -![Final Report Page 2](../../../../images/create-report-with-pdf-content-final-report-page2.png) - -To create the above report with PDF content, follow the steps described in these sections: - -* [Create the Main Report](#create-the-main-report) -* [Create a Report with PDF Content](#create-a-report-with-pdf-content) -* [Add the Report with PDF content to the Main Report](#add-the-report-with-pdf-content-to-the-main-report) - -## Create the Main Report - -1. Open the [Report Designer](../../report-designer-for-winforms.md) and [add a new blank report](../../report-designer-for-winforms/add-new-reports.md). -2. Design the report layout. In this tutorial, we create an invoice report that contains information about order items. - - ![Main Report Layout](../../../../images/pdfcontent-embedded-mode-main-report-layout.png) - - To supply the report with data, use the following JSON string: - - ``` - { - "InvoiceNumber": 241756, - "OrderDate": "2018-04-23T18:25:43.511Z", - "Customer": { - "Name": "Walters", - "HomeOffice_Line": "200 Wilmot Rd", - "HomeOffice_City": "Deerfield", - "HomeOffice_StateName": "IL", - "HomeOffice_ZipCode": "60015" - }, - "Store": { - "Address_City": "Anaheim", - "Address_Line": "1720 W La Palma Ave", - "Address_StateName": "CA", - "Address_ZipCode": "83709" - }, - "Employee": { - "FullName": "Harv Mudd" - }, - "PONumber": "122023", - "ShipMethod": 0, - "OrderTerms": "15 Days", - "OrderItems": [ - { - "ProductName": "SuperLED 42", - "ProductPrice": 1050, - "ProductUnits": 2, - "Discount": 50, - "Total": 2050 - }, - { - "ProductName": "SuperLED 50", - "ProductPrice": 1100, - "ProductUnits": 5, - "Discount": 500, - "Total": 5000 - }, - { - "ProductName": "Projector PlusHD", - "ProductPrice": 600, - "ProductUnits": 5, - "Discount": 250, - "Total": 2750 - }, - { - "ProductName": "HD Video Player", - "ProductPrice": 220, - "ProductUnits": 10, - "Discount": 200, - "Total": 2000 - } - ], - "ShippingAmount": 375, - "TotalAmount": 12175 - } - ``` - -The following image illustrates the main report's **Preview**: - -![Main Report Preview](../../../../images/pdfcontent-embedded-mode-main-report-preview.png) - -## Create a Report with PDF Content - -1. Create a new blank report. Remove the report's margins. - - ![Add a New Blank Report and Remove Margins](../../../../images/create-report-with-pdf-content-add-new-blank-report-and-remove-margins.png) - -2. Drop the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control from the **Toolbox** onto the *Detail* band. - - ![Drop the PDF Content Control Onto the Detail Band](../../../../images/create-report-with-pdf-content-drop-xrpdfcontent-control-onto-detail-band.png) - -3. Expand the control's smart tag, click the **Source** or **Source URL** property's ellipsis button, and select PDF file. In this demo, we use the following PDF specification: [Specification.pdf](https://github.com/DevExpress-Examples/DataSources/blob/master/Specification.pdf). - - ![Specify PDF File Source](../../../../images/create-report-with-pdf-content-specify-pdf-file-source.png) - -4. Disable the control's **Generate Own Pages** property. Adjust the control size to make PDF content fit the entire *Detail* band. For this, set the *Detail* band's **Height** to *1095* and the control's **Width** and **Height** to *850* and *1095*. - - ![Make PDF Content Fit the Entire Detail Band](../../../../images/create-report-with-pdf-content-make-pdf-content-fit-entire-detail-band.png) - -5. Disable the report's **Designer Options -> Show Export Warnings** property. Bind the report to the following JSON data: - - ``` - { - "InvoiceNumber": 241756, - "OrderDate": "2018-04-23T18:25:43.511Z", - "Customer": { - "Name": "Walters", - "HomeOffice_Line": "200 Wilmot Rd", - "HomeOffice_City": "Deerfield", - "HomeOffice_StateName": "IL", - "HomeOffice_ZipCode": "60015" - }, - "Store": { - "Address_City": "Anaheim", - "Address_Line": "1720 W La Palma Ave", - "Address_StateName": "CA", - "Address_ZipCode": "83709" - }, - "Employee": { - "FullName": "Harv Mudd" - }, - "PONumber": "122023", - "ShipMethod": 0, - "OrderTerms": "15 Days", - "OrderItems": [ - { - "ProductName": "SuperLED 42", - "ProductPrice": 1050, - "ProductUnits": 2, - "Discount": 50, - "Total": 2050 - }, - { - "ProductName": "SuperLED 50", - "ProductPrice": 1100, - "ProductUnits": 5, - "Discount": 500, - "Total": 5000 - }, - { - "ProductName": "Projector PlusHD", - "ProductPrice": 600, - "ProductUnits": 5, - "Discount": 250, - "Total": 2750 - }, - { - "ProductName": "HD Video Player", - "ProductPrice": 220, - "ProductUnits": 10, - "Discount": 200, - "Total": 2000 - } - ], - "ShippingAmount": 375, - "TotalAmount": 12175 - } - ``` - -6. Place two [labels](../use-report-elements/use-basic-report-controls/label.md), a [line](../use-report-elements/draw-lines-and-shapes/draw-lines.md), and a [picture box](../use-report-elements/use-basic-report-controls/picture-box.md) on the PDF page header as shown below: - - ![Add Controls to Page Header](../../../../images/create-report-with-pdf-content-make-pdf-content-add-controls-to-page-header.png) - - Use the following locations and sizes: - - | Control Name | Location | Size | - | --- | --- | --- | - | label1 | 105, 94 | 280, 44 | - | label2 | 105, 138 | 118, 30 | - | line1 | 105, 69 | 687, 20 | - | pictureBox1 | 647, 24 | 145, 45 | - -7. Set the line's **Width** and **Fore Color** to *2* and *Orange* respectively. Assign the following image to the picture box's **Image Source** property: - - ![DevAV Icon](../../../../images/devav.png) - - Make the label1's font bold. Set up label appearance as shown in the table below: - - | Control Name | Font | Font Size | Text Property's Expression | Text Format String | - | --- | --- | --- | --- | --- | - | label1 | Segoe UI | 21 | *ProductName* | - | - | label2 | Segoe UI | 12 | *ProductPrice* | {0:$0} | - - ![Bind Labels to Data](../../../../images/create-report-with-pdf-content-make-pdf-content-bind-labels-to-data.png) - - To display a product name and price of each order item on a corresponding PDF file page, set the PDF Content **Page Range** property's [expression](../use-expressions.md) to *[DataSource.CurrentRowIndex] + 1*. - - ![Assign Expression to the Page Range Property](../../../../images/create-report-with-pdf-content-assign-expression-to-page-range.png) - -8. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the PDF page footer. Use the following settings for this control: - - | Location | Size | Font | Font Size | Text Alignment | Text Format String | - | --- | --- | --- | --- | --- | --- | - | 0, 1045 | 850, 50 | Segoe UI | 12 | Middle Center | Page {0} of {1} | - - ![Add Page Numbers](../../../../images/create-report-with-pdf-content-add-page-numbers.png) - -Open **Preview** to show the result. The image below shows the report's first page: - -![Final Report Preview](../../../../images/create-report-with-pdf-content-preview.png) - -## Add the Report with PDF Content to the Main Report - -1. Add a footer to the main report. Right-click the design surface, choose **Insert Band**, and select **ReportFooter**. - - ![Add Report Footer](../../../../images/create-report-with-pdf-content-add-report-footer.png) - -2. Add the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control to the footer. Assign the path the report with PDF content to the control's **Report Source URL** property. Enable the control's **Generate Own Pages** property. - - ![Add the Subreport](../../../../images/create-report-with-pdf-content-add-subreport.png) - -3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the report's **Bottom Margin** band. Set the control's **Text Alignment** propery to *Middle Center* and the **Text Format String** property to *Page {0} of {1}*. - - ![Add Page Numbers to Main Report](../../../../images/create-report-with-pdf-content-add-page-number-to-main-report.png) - -Open **Preview** to show the result. - -![Final Report Page 1](../../../../images/create-report-with-pdf-content-final-report-page1.png) - -![Final Report Page 2](../../../../images/create-report-with-pdf-content-final-report-page2.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md deleted file mode 100644 index 7341786a7e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Reports with a Visual PDF Signature -author: Eugene Polevikov ---- -# Reports with a Visual PDF Signature - -This tutorial describes how to create a report with a visual PDF signature. - -![](../../../../images/pdf-signature-report-result-after-sign-lower.png) - -## Create a Report Layout - -1. Drop the **RichText** control from the report controls Toolbox tab onto the **Detail** band. - - ![](../../../../images/pdf-signature-report-drop-rich-text.png) - -2. Double-click the control and insert the [DevExpress Website Terms of Use](https://www.devexpress.com/aboutus/legal.xml) text. - - ![](../../../../images/pdf-signature-report-add-data-to-rich-text.png) - -3. Right-click the design surface. Select **Insert Band / ReportFooter** from the context menu. Enable the footer band's **Print at Bottom** property. - - ![](../../../../images/pdf-signature-report-add-report-footer.png) - -4. Drop the **PdfSignature** control from the report controls Toolbox tab onto the **Report Footer** band. - - ![](../../../../images/pdf-signature-report-add-pdf-signature.png) - -5. Place the **Label** control to the left of the **PdfSignature** control and add the following text: _I have read and accept this Website Terms of Use statement_. - - ![](../../../../images/pdf-signature-report-add-xr-label-and-line.png) - -Click the **Preview Tab** to show the result. - -![](../../../../images/pdf-signature-report-result-before-sign.png) - -## Export and Sign the Report - -1. In **Preview**, click **Export Document** and select **PDF File**. - - ![](../../../../images/pdf-signature-report-sign-1.png) - -2. In the invoked **PDF Export Options** dialog, click the **Digital Signature** option's ellipsis button. - - ![](../../../../images/pdf-signature-report-sign-2.png) - -3. In the invoked **Signature Options** dialog, choose a certificate and specify signature details. - - ![](../../../../images/pdf-signature-report-sign-3.png) - -Save and open the document to show the final result. - -![](../../../../images/pdf-signature-report-result-after-sign.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/table-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/table-reports.md deleted file mode 100644 index 17bf50dbeb..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/table-reports.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Table Reports -author: Anna Gubareva ---- -# Table Reports - -This tutorial describes how to create a data-bound report displaying information in a tabular format. Table reports should not be confused with hierarchical [master-detail reports](master-detail-reports-with-detail-report-bands.md), nor with [cross-tab reports](cross-tab-reports.md). - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source. - -3. Add the [Page Header](../introduction-to-banded-reports.md) band to the report to print the column headers at the top of every document page. To do this, right-click the report's surface, and select **Insert Band** | **PageHeader** in the context menu. - - ![](../../../../images/eurd-win-table-report-insert-page-header.png) - -4. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and select the required fields by clicking them while holding the CTRL or SHIFT key. Then, drop them onto the Page Header band with the right mouse button to quickly create column headers. - - ![](../../../../images/eurd-win-table-report-add-static-captions.png) - - This creates a [Table](../use-report-elements/use-tables.md) in which each cell shows a field name. - -5. To provide dynamic content to the report, switch to the Field List again and select the same fields. Click the selected fields and drag-and-drop them onto the Detail band. - - ![](../../../../images/eurd-win-table-report-add-dynamic-content.png) - - This creates a table with the same number of cells as the number of fields selected with each cell bound to the appropriate data field. - -6. Select a table by clicking its handle, which appears when you hover the table with the mouse cursor. To select both tables simultaneously, click their handles while holding the CTRL key. - - ![](../../../../images/eurd-win-table-report-select-both-tables.png) - -7. Use the [Toolbar](../report-designer-tools/toolbar.md)'s **Font**, **Alignment** and **Borders** sections to customize the tables' appearance. - - ![](../../../../images/eurd-win-table-report-appearance-via-toolbar.png) - -8. Define a currency format for the **UnitPrice** cell. Click the cell's smart tag, and then, click the **Format String** property's ellipsis button. Select the appropriate format in the invoked **Format String Editor** editor and click **OK**. - - ![](../../../../images/eurd-win-table-report-format-string.png) - -9. To further improve the table readability, you can apply different visual styles to its odd and even rows. See [Report Visual Styles](../customize-appearance/report-visual-styles.md) to learn more. - - ![](../../../../images/eurd-win-table-report-odd-even-styles.png) - - See the [Use Tables](../use-report-elements/use-tables.md) section to learn how to add or remove the table's rows and cells, as well as convert the table's cells to separate label controls. - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-win-table-report-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md deleted file mode 100644 index 77a671cafc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/create-reports/vertical-reports.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Vertical Reports -author: Mary Sammal ---- -# Vertical Reports - -This tutorial describes how to use vertical bands to create a report where record fields are arranged vertically and data records are printed horizontally. - -![](../../../../images/eurd-win-VerticalBandDemoReport_Result_Preview.png) - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source. - -3. Click the report's smart tag and choose **Design in Report Wizard...**. - - ![](../../../../images/eurd-win-design-in-report-wizard.png) - - - -4. In the invoked [Report Wizard](../report-designer-tools/report-wizard.md), select **Vertical Report** and click **Next**. - - ![VerticalBandDemoReport_SelectReportType](../../../../images/eurd-VerticalBandDemoReport_SelectReportType.png) - -5. Select the data fields that should be included in the report. - - ![VerticalBandDemoReport_SelectFields](../../../../images/eurd-win-VerticalBandDemoReport_SelectFields.png) - -6. Specify group data fields to create a report with grouped data (the report in this tutorial does not have group fields). - -7. Add summary fields to the report. - - ![VerticalBandDemoReport_SummaryFunctions](../../../../images/eurd-win-VerticalBandDemoReport_SummaryFunctions.png) - -8. Change the report page layout to *landscape* so that the vertical table fit the report. - - ![VerticalBandDemoReport_PageSettings](../../../../images/eurd-win-VerticalBandDemoReport_PageSettings.png) - -9. You can set the report's color scheme. - - ![VerticalBandDemoReport_ColorScheme](../../../../images/eurd-win-VerticalBandDemoReport_ColorScheme.png) - -10. Specify the report's title. - - ![VerticalBandDemoReport_Title](../../../../images/eurd-win-VerticalBandDemoReport_Title.png) - -Click **Finish** and the generated report opens in the Report Designer. - -![VerticalBandDemoReport_WizardResult](../../../../images/eurd-win-VerticalBandDemoReport_WizardResult.png) - -The wizard adds report controls to the following [bands](../introduction-to-banded-reports.md): - -- **Vertical Header band** - Contains a table with a single column that displays headers of the report's data fields. -- **Vertical Details band** - Contains a table with a single column that is printed so many times as there are records in the report's data source. -- **Vertical Total band** - Contains a table with a single column that has so many labels in cells as there are summary functions you specified for each field in the Report Wizard (only the **sum** function for each field in this demo). - -Switch to the Preview tab to see the result. - -![VerticalBandDemoReport_WizardResult](../../../../images/eurd-win-VerticalBandDemoReport_WizardResult_Preview.png) - -> [!Tip] -> You can create a vertical report without using the Report Wizard. Right-click the report in the Report Designer and choose **Insert Vertical Band** in the invoked context menu. Refer to the [Introduction to Banded Reports](../introduction-to-banded-reports.md#vertical-bands) topic for more information. - -## Set Vertical Table Options - -You can set the following options in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) to modify the vertical table: - -- Disable the Vertical Header band's **Repeat Every Page** property to display field headers once - on the first report page. - -- Set the Vertical Detail band's **Band Layout** property to *Across Then Down* to print the data records that do not fit a page on the same page, otherwise, they are printed on the next page (as in this demo). - -- Specify the Vertical Detail band's **Sort Fields** property to sort the report's data. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md deleted file mode 100644 index be6fcaced6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Appearance Properties -author: Mary Sammal ---- -# Appearance Properties - -This document describes the purpose and implementation of the appearance properties - a special set of properties that allow you to customize the appearance of a report or any of its elements. - -## Properties Overview - -Every report element ([control](../use-report-elements.md) or [band](../introduction-to-banded-reports.md)), and a report itself, has a set of properties that specify its appearance. They are listed in the following table. - -| Property Name | Description | -|---|---| -| **Background Color** | Gets or sets a background color to a report element and its child controls. | -| **Border Color** | Gets or sets a border color to a report element and its child controls. | -| **Border Dash Style** | Gets or sets a border dash style to a report element and its child controls. | -| **Borders** | Gets or sets borders (top, right, bottom,left), which should be visible for a report element and its child controls. | -| **Border Width** | Gets or sets a border width to a report element and its child controls. | -| **Font** | Gets or sets the font options (its name, size, etc.) to a report element and its child controls. | -| **Foreground Color** | Gets or sets the foreground color to a report element and its child controls. | -| **Padding** | Gets or sets the indent values which are used to render the contents of a report element and its child controls. | -| **Text Alignment** | Gets or sets the text alignment to a report element and its child controls. | - -## Access Appearance Properties - -Use the Report Designer's [Toolbar](../report-designer-tools/toolbar.md) to access the appearance properties. - -![eurd-win-appearance-properties-on-toolbar](../../../../images/eurd-win-appearance-properties-on-toolbar.png) - -More appearance properties are available in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Appearance** tab. - -![eurd-win-appearance-properties-in-property-grid](../../../../images/eurd-win-appearance-properties-in-property-grid.png) - - - -## Property Value Inheritance - -By default, appearance properties for every control or a band are set to empty values, which means that their real values are obtained from a control's parent, or a parent of its parent and so on. - -![AppearanceProperties_0](../../../../images/eurd-win-appearance-properties.png) - -> [!NOTE] -> The appearance properties may not be used by all descendants of the current report element for which they are defined. For example, the **Page Break** element ignores the **Back Color** property. - -To reset values of these properties, click the property marker in the Property Grid, and select **Reset** in the invoked menu. Then, the control's actual appearance will be determined by the appropriate properties settings of its parent. - -![AppearanceProperties_1](../../../../images/eurd-win-appearance-properties-reset.png) - -If a report element has a [style](report-visual-styles.md) assigned to it, the priority of the properties defined by this style is determined by the **StylePriority** property. Note that when a [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) is involved, the appearance it defines is of greater priority than the properties described above. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md deleted file mode 100644 index 15dbb2d6a2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Report Style Sheets -owner: Mary Sammal ---- -# Report Style Sheets - -You can combine [report styles](report-visual-styles.md) into a style sheet and reuse them in reports. This topic explains how to create and use style sheets in reports. - -## Save Styles as Style Sheets - -Press the caption button in the toolbar's Styles group to invoke the Style Editor. - -![eurd-win-save-styles](../../../../images/eurd-win-save-styles.png) - -Press the ![Save](../../../../images/eurd-win-save-button-styles-editor.png) button to save the styles as a style sheet (external REPSS file). - -## Add a Style Sheet to a Report - -Do the following to embed a style sheet's styles in a report: - -- invoke the Styles Editor; - -![eurd-win-invoke-styles-editor](../../../../images/eurd-win-invoke-styles-editor.png) - -- press ![](../../../../images/eurd-win-Open-Dialog.png) and choose a style sheet file in the Open dialog. - -![eurd-win-open-style-sheet](../../../../images/eurd-win-open-style-sheet.png) - -All the styles are now available in the report's toolbar and Report Explorer. - -![eurd-win-added-styles](../../../../images/eurd-win-added-styles.png) - - -## Reuse Style Sheets in Reports - -You can utilize styles from a style sheet in a report. To do this, specify the path to the style sheet file in the report's **Style Sheet's Path** property. - -![eurd-win-stylesheetpath](../../../../images/eurd-win-stylesheetpath.png) - -The attached style sheet's styles are now available in the report's toolbar and the Report Explorer. You **cannot edit these styles**. - -![eurd-win-read-only-styles](../../../../images/eurd-win-read-only-styles.png) - - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md deleted file mode 100644 index 7882573135..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md +++ /dev/null @@ -1,92 +0,0 @@ ---- -title: Report Visual Styles -owner: Mary Sammal ---- -# Report Visual Styles - -This topic describes how to combine [appearance properties](appearance-properties.md) into styles and apply them to report elements. - -## Create a Report Style - -Use the following approaches to create a visual style in your report: - -- **Extract a Style** - - Specify a report control's [appearance properties](appearance-properties.md) and press **Extract Style** in the report's [toolbar](../report-designer-tools/toolbar.md). - - ![eurd-win-specify-properties](../../../../images/eurd-win-specify-properties.png) - - -- **Create a new Style** - - Press the caption button in the toolbar's Styles group to invoke the Styles Editor. - - ![eurd-win-styles-add-styles](../../../../images/eurd-win-styles-add-style.png) - - Press the **Add a style** button and specify the new style's appearance properties. Close the Styles Editor. - -The created style is added to the Style gallery. You can access this gallery in the following places: - -- the Styles group in the report's [toolbar](../report-designer-tools/toolbar.md); - - ![eurd-win-styles-in-toolbar](../../../../images/eurd-win-styles-in-toolbar.png) - -- the Styles group in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). - - ![eurd-win-styles-in-report-explorer](../../../../images/eurd-win-styles-in-report-explorer.png) - -## Assign a Style to a Report Element - -Select a report element and press a style in the toolbar's Styles group. - -![eurd-win-assign-style](../../../../images/eurd-win-assign-style.png) - - -This assigns the style to the report element's **Style** property. - -![eurd-win-style-property](../../../../images/eurd-win-style-property.png) - - -## Assign Odd and Even Styles - -You can use the **Odd Style** and **Even Style** properties to apply different styles to alternating rows in a report. - -![eurd-win-styleproperty-oddeven](../../../../images/eurd-win-styleproperty-oddeven.png) - -![eurd-win-use-oddevenstyles](../../../../images/eurd-win-use-oddevenstyles.png) - -## Customize a Style - -Press the caption button in the toolbar's Styles group to invoke the Styles Editor. - -![eurd-win-customize-style](../../../../images/eurd-win-customize-style.png) - -Select a style and modify its property values. All the report elements apply the updated style immediately. - -## Style Inheritance - -Nested elements inherit their parent element's style if they do not have an applied style. - -## Override Styles - -You can specify a different value for a report element's appearance property to override the corresponding property value in the report element's style. - -> [!NOTE] -> If you apply [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md), its appearance property values have a higher priority than both the individually specified properties and the style's properties. - -## Reuse Styles - -You can add a style to the [Report Gallery](../report-designer-tools/ui-panels/report-gallery.md) and use it across different reports. - -In the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md), right-click a style and choose **Add to Gallery**. - -![eurd-win-add-style-to-gallery](../../../../images/eurd-win-add-style-to-gallery.png) - -The styles that the Report Gallery includes are available across reports. Drag a style from the **Report Gallery** to a report element. - -![eurd-win-apply-gallery-style](../../../../images/eurd-win-apply-gallery-style.png) - -This embeds the style to the report and set's the report element's **Style** property. - -> [!NOTE] -> You can combine styles into [style sheets](report-style-sheets.md) and reuse them in reports. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md deleted file mode 100644 index 4734ecb544..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/first-look-at-the-report-designer.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: First Look at the Report Designer -owner: Mary Sammal ---- -# First Look at the Report Designer - -![](../../../images/eurd-win-report-designer.png) - -The _design surface_ displays a report's structure and contents. You can use the tools on the Report Designer's panels to design the report: - -- access the report's data source schema in the [Field List](report-designer-tools/ui-panels/field-list.md); - -- drop report controls from the [Toolbox](report-designer-tools/toolbox.md) to the design surface; - -- use the [Ribbon](report-designer-tools/toolbar.md) toolbar and [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md) to set up the report controls; - -- access the report's elements in the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md); - -- use the [Group and Sort](report-designer-tools/ui-panels/group-and-sort-panel.md) panel to manage the report's group and sort settings. - -A blank report's design surface displays page margins and an empty [detail band](introduction-to-banded-reports.md). - - -![report-bands-design-time-default-layout](../../../images/eurd-win-report-bands-design-time-default-layout.png) - - -Use the zoom panel to change the Report Designer's default zoom factor. - -![report-designer-zoom-panel](../../../images/eurd-win-report-designer-zoom-panel.png) - -Switch to the **Preview** tab. This opens a [Print Preview](preview-print-and-export-reports.md) and displays the generated report document with the data source's data. - -![eurd-win-preview](../../../images/eurd-win-preview.png) - -Switch to the **Scripts** tab to manage and customize [report scripts](use-report-scripts.md). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md deleted file mode 100644 index 6301ac4fab..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md +++ /dev/null @@ -1,163 +0,0 @@ ---- -title: Introduction to Banded Reports -owner: Mary Sammal ---- -# Introduction to Banded Reports - -Banded reports provide a generalized report layout notion. When you preview a banded report, a report document is generated based on the report layout and data source. - -## Report Bands - -A report layout consists of bands that contain report controls and define their location on document pages. A blank report contains the following bands: - -- The **Detail Band** is printed for every record in a data source unless you filtered the data. - - Every report should have a detail band, and you cannot delete it. - -- The **Top Margin** and **Bottom Margin** bands. These bands are repeated once on every document page. - -![eurd-win-report-bands-design-time-default-layout](../../../images/eurd-win-report-bands-design-time-default-layout.png) - -You can also add the following bands: - -- **Report Header** and **Report Footer** - - The **Report Header** is the report's first band (margins are "out-of-page" zones). Use this band to display the report's name, company logo, [date of creation, username](add-extra-information.md), etc. - - The **Report Footer** is placed before the Page Footer and Bottom Margin on the report's last page. You can use the Report Footer band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. - -- **Page Header** and **Page Footer** - - These bands are at the top and bottom of every page in a report. They display information that should be printed on every page. - -- **Group Header** and **Group Footer** - - These bands are above and below each [group](shape-report-data/group-and-sort-data.md). The [Group and Sort Panel](report-designer-tools/ui-panels/group-and-sort-panel.md) create these bands automatically. - -> [!TIP] -> Only the detail and group bands can be used to display dynamic data source contents. Other bands display titles, summaries, and [extra information](add-extra-information.md). - -The following image illustrates a sample report layout and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) that reflects the report's structure: - -![eurd-win-report-bands-basic-layout](../../../images/eurd-win-report-bands-basic-layout.png) - -## Add a Detail Band to a Master-Detail Band - -Use the **Detail Report** band to create hierarchical [master-detail reports](create-reports/master-detail-reports-with-detail-report-bands.md). Detail report bands provide detailed information about each record in the master report's detail band (for example, orders shipped to each customer). You can create such reports when master-detail relationships are defined between data source tables: - -![eurd-win-master-detail-relation-editor-report-designer](../../../images/eurd-win-master-detail-relation-editor-report-designer.png) - -The Detail Report band is a separate report (subreport) with its own data source and different bands. A report can have any number of detail reports that can also be nested. - -The following image illustrates a master-detail report and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) that reflects the report's structure: - -![eurd-win-report-bands-basic-layout-subreports](../../../images/eurd-win-report-bands-basic-layout-subreports.png) - -## Vertical Bands - -You can replace the Detail band with the Vertical Header, Vertical Detail and Vertical Total bands to display record fields vertically and print data records horizontally - from left to right (and vise versa if the report's RTL mode is enabled). - -![VerticalBands_Demo](../../../images/eurd-VerticalBands-Demo.png) - -To add vertical bands to your report, right-click the report in the Report Designer and choose **Insert Vertical Band** in the invoked context menu. - -![VerticalBands_UseContextMenu](../../../images/eurd-VerticalBands-UseContextMenu.png) - -> [!Note] -> If your report's **Detail** band contains report controls, this band and all these controls are lost when you add a vertical band (the same behavior takes place in the opposite situation). - -The following vertical bands are available: - -- **Vertical Header** - Contains headers of the report's data fields. These headers are arranged vertically. -- **Vertical Details** - This band is printed for every record in a data source unless you filtered the data. The records are displayed one after another in a horizontal direction. -- **Vertical Total** - This band is placed at the rightmost position (leftmost when RTL is enabled). You can use the Vertical Total band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. - -You can use the [Report Wizard](report-designer-tools/report-wizard.md) to create a report with vertical bands. Refer to the [Vertical Reports](create-reports/vertical-reports.md) topic for instructions on how to create a report with vertical bands. - - -## Create Band Copies - -You can create functional copies of a band, for example, to display different contents based on a specific condition. To do this, add **sub-bands** to bands. - -![eurd-win-report-bands-basic-layout-sub-bands](../../../images/eurd-win-report-bands-basic-layout-sub-bands.png) - -> [!TIP] -> See [Lay out Dynamic Report Content](lay-out-dynamic-report-content.md) for details on how to specify the location of bands' content on document pages. - -## Manage Report Bands -### Expand or Collapse Bands in the Report Designer - -Click the arrow button on a band's title to collapse or expand that band. - -![eurd-win-report-bands-collapsing](../../../images/eurd-win-report-bands-collapsing.png) - -Click **Collapse All** on the [Toolbar](report-designer-tools/toolbar.md)'s [View Tab](report-designer-tools/toolbar.md#view-tab) to collapse all bands in a report. Click **Expand All** to expand all report bands. - -![eurd-win-collapse-all-bands](../../../images/eurd-win-collapse-all-bands.png) - -Right-click a band and select **Collapse Other Bands** from the context menu to collapse all bands except the clicked band. - -![eurd-win-collapse-other-bands](../../../images/eurd-win-collapse-other-bands.png) - -### Hide Bands in the Report Document - -You can avoid printing band content in a document. To do this, select the band and set the band's **Height** property to zero or disable its **Visible** property in the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -![eurd-win-band-properties-in-property-grid](../../../images/eurd-win-band-properties-in-property-grid.png) - -### Remove Bands - -Select a band on the report design surface and press DELETE. This removes the band and all its content. - -### Add Bands - -To add a band, right-click a report's design surface, and in the invoked context menu, choose **Insert Band**. - -![eurd-win-report-bands-context-menu](../../../images/eurd-win-report-bands-context-menu.png) - -You can insert a detail report band if the report's data source has [master-detail relations](create-reports/master-detail-reports-with-detail-report-bands.md). - -![eurd-win-add-band-relationship](../../../images/eurd-win-add-band-relationship.png) - -### Access the Bands Collection - -Click the **Edit and Reorder Bands** context link in a report's smart tag to access the report's bands collection. - -![eurd-win-report-bands-collection-report-smart-tag](../../../images/eurd-win-report-bands-collection-report-smart-tag.png) - -This command is also available in a band's context and smart tag menus. - -![eurd-win-report-bands-collection-band-smart-tag](../../../images/eurd-win-report-bands-collection-band-smart-tag.png) - -The invoked editor allows you to reorder bands and change their properties. - -![report-bands-collection-band-smart-tag](../../../images/eurd-win-report-bands-collection-band-editor.png) - -Alternatively, use the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) to edit and reorder bands. Select a band and edit its properties in the **Property Grid**. - -![report-explorer-edit-band](../../../images/eurd-win-report-explorer-edit-band.gif) - -Drag a band to change its order or move inside/outside of another band. The drop targets are highlighted when you drag a band over them. - -![report-explorer-drag-band](../../../images/eurd-win-report-explorer-drag-band.gif) - -You can drag bands to the following targets: - -| Dragged Band | Drop Targets | -| --- | --- | -| **SubBand** | All bands except **TopMargin** and **BottomMargin** | -| **GroupHeader**, **GroupFooter** | **XtraReport** (root node), **DetailReport** | -| **DetailReport** | **XtraReport** (root node), **DetailReport** | - -## Apply Styles to Bands - -Select a band and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. - -![design-time-select-style](../../../images/eurd-win-select-style-band.png) - -As an alternative, you can drag a style from the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) onto a band. This is applicable to all bands except **DetailReport**. - -![design-time-drag-style](../../../images/eurd-win-drag-style-band.gif) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md deleted file mode 100644 index 89da0fa8f9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Anchor Controls -author: Anna Gubareva ---- -# Anchor Controls - -You can anchor a control to the top, bottom, or both edges of its parent container using the **Anchor Horizontally** and **Anchor Vertically** properties. - -![](../../../../images/eurd-win-anchor-horizontally-property.png) - -* **Anchor Horizontally = None** - - ![](../../../../images/eurd-win-anchor-horizontally-none.png) - -* **Anchor Horizontally = Right** - - ![](../../../../images/eurd-win-anchor-horizontally-right.png) - -* **Anchor Horizontally = Both** - - ![](../../../../images/eurd-win-anchor-horizontally-both.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md deleted file mode 100644 index 2313e2d3ee..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Keep Content Together -author: Anna Gubareva ---- -# Keep Content Together - -You can choose whether a control's content can be split across several pages using its **Keep Together** property. - -![](../../../../images/eurd-win-keep-together-property.png) - -| **"Keep Together" is disabled** | **"Keep Together" is enabled** | -|---|---| -| ![](../../../../images/eurd-win-keep-together-false.png) | ![](../../../../images/eurd-win-keep-together-true.png) | - -Enabling this property for a single control makes the same band's controls behave like this option is enabled. - -Use the band's **Keep Together** property to enable this feature for all controls within a specific band. - -> [!NOTE] -> This feature is not available for the [Chart](../use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md), [Sparkline](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) and [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) controls. - -In a master-detail report, you can print the detail band on the same page as the detail report band using the detail band's **Keep Together With Detail Reports** property. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md deleted file mode 100644 index 5934b9c72a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Maintain the Band Location on a Page -author: Anna Gubareva ---- -# Maintain the Band Location on a Page - -Use the [Group and Report Footer](../introduction-to-banded-reports.md)'s **Print At Bottom** property to choose whether these bands should appear at the bottom of a page or immediately after the previous band. - -![](../../../../images/eurd-win-print-at-bottom-property.png) - -| **Print at Bottom = No** | **Print at Bottom = Yes** | -|---|---| -| ![](../../../../images/eurd-win-print-at-bottom-false.png) | ![](../../../../images/eurd-win-print-at-bottom-true.png) | - - -Use the Page Header and Footer's **Print On** property to avoid printing these bands on the same page with a Report Header and/or Footer. - -![](../../../../images/eurd-win-print-on-property.png) - -* **Print On = All Pages** - - ![](../../../../images/eurd-win-print-on-all-pages.png) - -* **Print On = Not With Report Header** - - ![](../../../../images/eurd-win-print-on-not-with-report-header.png) - -Use the Group Header and Footer's **Repeat Every Page** property to repeat these bands on every page. - -![](../../../../images/eurd-win-repeat-every-page-property.png) - -* **Repeat Every Page = No** - - ![](../../../../images/eurd-win-repeat-every-page-false.png) - -* **Repeat Every Page = Yes** - - ![](../../../../images/eurd-win-repeat-every-page-true.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md deleted file mode 100644 index 05d31b856a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Maintain the Size and Content of Data-Bound Controls -author: Anna Gubareva ---- -# Maintain the Size and Content of Data-Bound Controls - -Use the control's **Can Grow** and **Can Shrink** properties to make a data-bound control automatically adjust its height to its contents. - -![](../../../../images/eurd-win-can-grow-can-shrink-properties.png) - -| **Can Grow = No** | **Can Grow = Yes** | -|---|---| -| ![](../../../../images/eurd-win-can-grow-false.png) | ![](../../../../images/eurd-win-can-grow-true.png) | - -| **Can Shrink = No** | **Can Shrink = Yes** | -|---|---| -| ![](../../../../images/eurd-win-can-shrink-false.png) | ![](../../../../images/eurd-win-can-shrink-true.png) | - -> [!NOTE] -> This feature does not work with [anchoring](anchor-controls.md) enabled, as well as for labels that are used to display [summary function results](../shape-report-data/calculate-summaries/calculate-a-summary.md). - -Use the **Auto Width** property to make a data-bound [Label](../use-report-elements/use-basic-report-controls/label.md) or [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) automatically adjust its width to its content. This option behavior depends on the control's current horizontal alignment (**Text Alignment** property value). - -* **Text Alignment = Left** - - ![](../../../../images/eurd-win-label-auto-width-left-align.png) - -* **Text Alignment = Right** - - ![](../../../../images/eurd-win-label-auto-width-right-align.png) - -* **Text Alignment = Center** - - ![](../../../../images/eurd-win-label-auto-width-center-align.png) - -The control's **Word Wrap** property allows you to make a control display its contents in multiple lines when it does not fit into the control's dimensions. - -| Auto Width = No, Word Wrap = No | Auto Width = No, Word Wrap = Yes | -|---|---| -| ![](../../../../images/eurd-win-auto-width-false-word-wrap-false.png) | ![](../../../../images/eurd-win-auto-width-false-word-wrap-true.png) | - -| Auto Width = Yes, Word Wrap = No | Auto Width = Yes, Word Wrap = Yes | -|---|---| -| ![](../../../../images/eurd-win-auto-width-true-word-wrap-false.png) | ![](../../../../images/eurd-win-auto-width-false-word-wrap-true.png) | - - -You can also use the opposite **Text Fit Mode** property to adjust a label or table cell's font size to fit the control's bounds. - -![](../../../../images/eurd-win-label-text-fit-mode-property.png) - -| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | -|---|---|---|---| -| ![](../../../../images/eurd-win-label-text-fit-mode-none.png) | ![](../../../../images/eurd-win-label-text-fit-mode-grow-only.png) | ![](../../../../images/eurd-win-label-text-fit-mode-shrink-only.png) | ![](../../../../images/eurd-win-label-text-fit-mode-shrink-and-grow.png) | - -This property is not available in the following cases: - -* The **Can Grow**, **Can Shrink** or **Auto Width** option is enabled; -* The label's **Angle** property is specified; -* The control's **Anchor Horizontally** or **Anchor Vertically** property is set to **Both**. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md deleted file mode 100644 index c28923420a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Suppress Controls -author: Anna Gubareva ---- -# Suppress Controls - -## Avoid Duplicated and Empty Values - -When identical or null values appear in a report's data source, you can suppress these values in a report using the following properties: - -* **Process Duplicates Mode** - - Specifies how to process report controls with identical values (leave them as is, merge, suppress, or suppress and shrink). - -* **Process Null Values** - - Specifies how to process report controls receiving null values from a data source (leave them as is, suppress, or suppress and shrink). - -* **Process Duplicates Target** - - Specifies whether to process duplicate the control's **Text** or **Tag** property values. - -![](../../../../images/eurd-win-proccess-duplicates-properties.png) - -These properties are available for the following controls: - -* [Barcode](../use-report-elements/use-bar-codes.md) -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) -* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) -* [Table Cell](../use-report-elements/use-tables.md) -* [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) - -## Conditionally Suppress a Control - -You can suppress a control when a specified logical condition is met by specifying the required **Visible** property expressions as described in the [Conditionally Suppress Controls](../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) topic. - -In this case, a space remains in the band at the control's location. You can avoid this by placing these controls onto an [Panel](../use-report-elements/use-basic-report-controls/panel.md) and enabling its **Can Shrink** property. - -![](../../../../images/eurd-win-panel-can-shrink-property.png) - -For this feature to work correctly, consider the following: - -* Specify the **Visible** property's expression to the controls in the panel (and not to the panel itself). -* Do not assign borders to the panel container. Otherwise, they are printed when the panel's content is suppressed. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/localize-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/localize-reports.md deleted file mode 100644 index b5b2ff212b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/localize-reports.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Localize Reports -author: Anna Gubareva ---- -# Localize Reports - -This document describes how to localize a report for different languages and cultures. - -To localize a report, open it in the Report Designer and specify a report language other than _Default_. Change the reporting controls' text, sizes, and locations and save the report. All language-specific changes are saved with the report. When a localized report is displayed in Preview, the document contains modifications that match the application's culture. - -Perform the following actions to localize a report: - -1. In the Report Designer Toolbar, switch to the **View** tab and select the language in the drop-down list in the **Localization** group. - - ![](../../../images/eurd-localize-report-winforms-eud-ribbon.png) - -2. Enable the **Show Localizable Properties** option to display only localizable properties in the [Property Grid](report-designer-tools/ui-panels/property-grid-tabbed-view.md). - - ![](../../../images/eurd-localize-report-winforms-eud-ribbon-checkbox.png) - -3. Edit the report layout and change the controls' property values. You can move and resize a control. - - ![](../../../images/eurd-localize-report-winforms-eud-resize.png) - -4. Click the **dialog box launcher** to invoke the [Localization Editor](report-designer-tools/localization-editor.md). It allows you to change text strings in the report and expedite the translation process. - - ![](../../../images/eurd-localize-report-winforms-eud-language-editor.png) - -5. Save the report. Localized values are stored in the report file. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports.md deleted file mode 100644 index deb2c63895..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Merge Reports ---- -# Merge Reports - -You may have report pages that do not fit within an entire report template in the following cases: - -* [Title pages or custom pages at the end of the report](merge-reports/add-a-report-to-the-end-beginning.md); -* [Charts within a table report](merge-reports/use-data-driven-page-sequence.md); - -You can create pages in a separate report and merge them into your base report. This enables you to print and export merged pages as a single document, and preserve the original report page settings and orientation. - -![report-merging](../../../images/eurd-report-merging.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md deleted file mode 100644 index 7e9caa8fdf..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Add a Report to the End/Beginning -owner: Sergey Andreev ---- - -# Add a Report to the End/Beginning - -Follow the steps below to add a separate report to the end of another report and print it as a single job. - -![xtrareports-merge-endreport-layouts](../../../../images/eurd-merge-endreport-layouts.png) - -1. Right-click the base report and select the **Insert Band** / **Report Footer** item in the context menu. - - ![toolbox-drop-report-control-label](../../../../images/eurd-merge-add-report-footer.png) - -1. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the created Report Footer band. - - ![toolbox-drop-report-control-label](../../../../images/eurd-merge-add-subreport-2.png) - - > [!Tip] - > To add a report to the beginning of another report (for instance, to add a title page), use the **Report Header** band instead. - -1. Click the subreport's smart tag and specify a report in the **Sub-Report Tasks** window: - - * Use the **Report Source** property to assign a predefined report from the Designer. - * Use the **Report Source Url** property to assign a custom report. - - ![xtrareports-add-subreport](../../../../images/eurd-merge-configure-subreport-2.png) - -1. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. - - ![xtrareports-subreport-enable-generateownpages](../../../../images/eurd-merge-enable-generateownpages-2.png) - -1. Switch to Preview mode to see the combined report. - - ![title-report-page-result](../../../../images/eurd-merge-endreport-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md deleted file mode 100644 index a6defa4669..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: 'Use Data-Driven Page Sequence' -owner: Sergey Andreev ---- - -# Use Data-Driven Page Sequence - -This topic describes how to combine a table report that uses the Portrait page orientation and a chart report that uses Landscape page orientation. - -![xtrareports-merge-reports](../../../../images/eurd-merge-reports.png) - -Follow the steps below to create a combined report: - -## Create a Chart Report - -1. Create a report that shows data in the chart form. [Bind](../bind-to-data/bind-a-report-to-a-database.md) the report to a data source. Set the report's **Landscape** property to **true** to enable the Landscape page orientation. - - ![xtrareports-subreport](../../../../images/eurd-merge-chart-report.png) - -1. Add a parameter to your chart report to identify which data to use for the chart. Right-click **Parameters** in the **Field List** and choose **Add Parameter**. - - ![xtrareports-subreport-add-parameter](../../../../images/eurd-fieldlist-addparameter.png) - -1. Select the created parameter and set its **Name** and **Type**, and uncheck the **Visible** option. - - ![xtrareports-subreport-configure-parameter](../../../../images/eurd-report-param.png) - -1. Click the report's smart tag. Click the **Filter String** option's ellipsis button. In the invoked [FilterString Editor](../shape-report-data/filter-data/filter-data-at-the-report-level.md), construct an expression to compare the key data field to the created parameter. To access the parameter, click the icon on the right until it turns into a question mark. - - ![xtrareports-subreport-add-parameter](../../../../images/eurd-report-param-2.png) - -1. Save the report. - -## Create the Base Report - -1. Create a report [bound](../bind-to-data/bind-a-report-to-a-database.md) to the same data source as the chart report, and arrange a layout like the one shown below: - - ![xtrareports-create-report](../../../../images/eurd-merge-products-report-layout.png) - -1. Right-click the base report's **Detail** band and select the **Insert Band** / **Group Footer** item in the context menu. - - ![toolbox-drop-report-control-label](../../../../images/eurd-merge-add-group-footer.png) - -1. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the added group footer band. - - ![xtrareports-add-subreport](../../../../images/eurd-merge-add-subreport-3.png) - -1. Click the sub-report control's smart tag and specify the chart report in the **Sub-Report Tasks** window: - - * Use the **Report Source** property to assign a predefined report from the Designer. - * Use the **Report Source Url** property to assign a custom report. - - ![xtrareports-add-subreport](../../../../images/eurd-merge-configure-subreport-2.png) - -1. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. - - ![xtrareports-subreport-enable-generateownpages](../../../../images/eurd-merge-enable-generateownpages-2.png) - -1. Bind the chart report's parameter to the base report's data field. Click the subreport's smart tag and select **Edit Parameter Bindings** in the invoked **SubReport Tasks** window. - - ![xtrareports-add-subreport](../../../../images/eurd-merge-edit-parameter-bindings.png) - -1. The **Parameter Bindings Collection Editor** is invoked. Click **Add** to add a new binding. In the binding properties list, specify the data field to bind to and the parameter name to bind. - - ![xtrareports-add-subreport](../../../../images/eurd-report-param-3.png) - -1. Switch to Preview mode to see the combined report. - - ![xtrareports-merge-reports](../../../../images/eurd-merge-reports.png) - -Your base report's **Table of Contents** and **Document Map** include bookmarks from the embedded report. Use the **Parent Bookmark** property to specify the nesting level for the embedded report's bookmarks. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/open-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/open-reports.md deleted file mode 100644 index 4747f74dca..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/open-reports.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Open Reports -author: Mary Sammal ---- -# Open Reports - -You can use different commands to open a report. The **Open** dialog displays [saved report files](save-reports.md) with the REPX extension. These files store information about the report's layout. Select a report file and press **Open**. - -### Use the Ribbon Application Menu - -Click **Open...**. - -![eurd-win-ribbon-open-reports](../../../images/eurd-win-ribbon-open-reports.png) - - -### Use the Ribbon Application Menu - -Click the application button and then **Open...** in the invoked application menu. - -![eurd-win-ribbon-open-reports](../../../images/eurd-win-application-menu-open-reports.png) - -### Use a Shortcut - -You can also use the CTRL+O shortcut to open a report. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md deleted file mode 100644 index 4e6a0b0698..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md +++ /dev/null @@ -1,108 +0,0 @@ ---- -title: Preview, Print and Export Reports ---- -# Preview, Print and Export Reports - -## Preview a Report -To switch a report to the print preview mode, click the **Preview** tab. You will see your report populated with data and broken down into pages, as specified. - -![eurd-win-preview](../../../images/eurd-win-preview.png) - -> [!NOTE] -> To learn more about the options available in the print preview mode, refer to the [Print Preview for WinForms](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms.md) section of this documentation. - - -## Print a Report - -When in the Print Preview mode, you can print out your report using the appropriate menu and toolbar commands. - -![eurd-win-print](../../../images/eurd-win-print.png) - -## Export a Report - -When in the Print Preview mode, you can export your report to files in different formats. The resulting files can either be saved to the hard drive or sent by e-mail. - -![eurd-win-export](../../../images/eurd-win-export.png) - - -The following documents describe the basics of report exporting and format-specific export options. -* [Exporting from Print Preview](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md) -* [PDF-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/pdf-specific-export-options.md) -* [HTML-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/html-specific-export-options.md) -* [MHT-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/mht-specific-export-options.md) -* [RTF-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/rtf-specific-export-options.md) -* [XLS-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) -* [XLSX-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) -* [CSV-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md) -* [TXT-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md) -* [Image-Specific Export Options](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/image-specific-export-options.md) - - -## Hide Report Controls in Documents Exported to Specific Formats - -You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. - -![CanPublishOptions](../../../images/can-publish-options-property-grid.png) - -The following image illustrates the resulting XLXS document with and without page information: - -![Resulting XLXS document](../../../images/can-publish-options-example-image.png) - -## Export a Report to PDF with Accessible Tags (PDF/UA Compatibility) - -You can specify how Label, Table, Table Row, and Table Cell should be treated by screen readers in the exported PDF document. - -When you export a report to PDF, the report elements have no role. Assistive software commonly treats such elements as HTML
tags. Change the element’s role to one of the values listed below to help the screen reader correctly identify the element’s purpose in the exported PDF document. - -### Define Label Accessible Role - -Set the control’s **Accessible Role** property to **Heading 1 - Heading 6** before you export a report. - -![Set AccessibleRole in Property Grid](~/reporting-for-desktop/images/label-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Accessible Role** is set to **Heading 2**, and the screen reader treats **Label** as a “level two” heading in the exported document: - -![Exported report in the screen reader](~/reporting-for-desktop/images/accessible-exported-document-with-label.png) - -### Define Table Accessible Role - -You can specify how Table should be treated by screen readers in the exported PDF document. For this, set the control's **Accessible Role** property to **Table** before you export a report. - -![Set AccessibleRole in Property Grid](~/reporting-for-desktop/images/table-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Accessible Role** is set to **Table**, and the screen reader treats Table as a table in the exported document: - -![Exported report in the screen reader](~/reporting-for-desktop/images/accessible-exported-document-with-table.png) - -### Define Table Row Accessible Role - -You can specify how Table Row should be treated by screen readers in the exported PDF document. - -Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify **Table Row**'s **Accessible Role**: - -![Set AccessibleRole in Property Grid](~/reporting-for-desktop/images/table-row-assesible-role.png) - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Table Row**'s **Accessible Role** is set to **Table Header Row**, and the screen reader treats **Table Row** as a header row of the table in the exported document: - -![Exported report in the screen reader](~/reporting-for-desktop/images/accessible-exported-document-with-tablerow.png) - -### Define Table Cell Accessible Role - -Before you export a report, set the **Table**'s **Accessible Role** property to **Table** to define a control as a table. Then, specify the **Table Cell**'s **Accessible Role** property: - -![Set AccessibleRole in Property Grid](~/reporting-for-desktop/images/tablecell-assesible-role.png) - -> [!NOTE] -> **Accessible Role** is not in effect for cells merged with the Cell's **Row Span** property. - -In the PDF Export Options dialog, set the **PDF/UA Compatibility** property to **PDF/UA1** to conform the exported PDF document to PDF/UA specification. Then, export the report to PDF format. - -The image below shows the result. **Table Cell**'s b is set to **Table Header Cell**, and the screen reader treats Table Cell with "Bill to:" text as a header cell in the exported document: - -![Exported report in the screen reader](~/reporting-for-desktop/images/accessible-exported-document-with-table.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md deleted file mode 100644 index 6c6ac47bb0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md +++ /dev/null @@ -1,28 +0,0 @@ ---- - -title: Create Drill-Down Reports ---- -# Create Drill-Down Reports - -This tutorial describes how to create a drill-down report. Clicking a link in such a report displays the previously hidden detailed information in the same report: - -![eurd-win-drill-down-report-preview](../../../../images/eurd-win-drill-down-report-preview.png) - -Do the following to create a drill-down report: - -1. [Create a master-detail report using Detail Report bands](../create-reports/master-detail-reports-with-detail-report-bands.md). -2. Drop a label onto the report's detail band. Clicking this label should expand or collapse the hidden report details. -3. Select the [detail report band](../introduction-to-banded-reports.md) by clicking its header and expand the drop-down menu for the band's **DrillDownControl** property in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - - This menu displays all report controls available on the report band that is one level above the current band in the report bands' hierarchy. Select the corresponding label in the menu to make the label expand or collapse the detail report's band when clicked in the Print Preview. - - ![eurd-win-drilldown-set-drilldown-controll](../../../../images/eurd-win-drilldown-set-drilldown-control.png) - - You can also specify the band's **Drill Down Expanded** property to define whether or not the band is initially expanded. This property is enabled by default. -4. Click this label's smart tag and select the **Expression** property. - - ![eurd-win-drill-down-report-label-smart-tag](../../../../images/eurd-win-drill-down-report-label-smart-tag.png) - - This invokes the **Expression Editor** where you can make the label display different text based on the detail report's **DrillDownExpanded** property value. - - ![eurd-win-drill-down-report-expression](../../../../images/eurd-win-drill-down-report-expression.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md deleted file mode 100644 index 39351f3f4c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Create Drill-Through Reports ---- -# Create Drill-Through Reports - -Follow this tutorial to create a _drill-through report_ (a user can click a Category entry to invoke a detail report with Products). This report type keeps the original report compact while still allowing access to more detailed information. - -The tutorial involves two main steps: - -- Add a master-detail relationship between "Categories" and "Products" reports within one project. -- Use detail report parameters to filter records based on the selected category. - -![Drill-Through report](../../../../images/drill-through-result.png) - -## Add a Master-Detail Relationship between Reports - -Define a master-detail relationship between _Category_ and _Product_ reports within a single project: - -- Select the XRControl's element (**Table Cell** in this example) in the main report. -- Set its **Action** property to **NavigateToReportAction**. -- Assign the **ReportSource** property to a detail report instance. - -![Specify the Navigate to Report action](../../../../images/specify-navigate-to-report-action.png) - -If you switch to **Preview**, you can click on a _Category_ value in the table. The **Preview** window navigates to the detail report that contains all _Product_ entries. The next step explains how to filter this list. - -![Drill-Through report preview](../../../../images/detail-report-navigation.png) - -A Breadcrumb control automatically appears below the Document Viewer toolbar and allows you to navigate back to the original report. - -![Breadcrumb navigation](../../../../images/breadcrumb-control-navigation.png) - -## Specify Parameter Binding to Display Required Data - -You can specify parameters during detail report navigation. Use the **Parameter Bindings** property to limit displayed records (such as products) to a selected category. - -To invoke the **Parameter Binding Collection Editor**, click the ellipsis button in the **Parameter Bindings** property. Within this editor, click the **Sync** button to automatically obtain detail report parameters and set **Binding** to the data field or parameter of the original report. - -![Parameter Binding Collection Editor](../../../../images/parameter-binding-editor.png) - -Set **Binding** to the _CategoryID_ field. - -![Specify Parameter Binding](../../../../images/specify-binding.png) - -Set the following filter string in the detail report to display product records for the selected category. - -![Set filter string](../../../../images/set-filter-string.png) - -## Result - -Switch to **Preview** and click on a category entry in the master report. The **Preview** navigates to the detail report that displays only products related to the selected category. - -![Drill-Through report](../../../../images/drill-through-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md deleted file mode 100644 index 5648bc6647..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md +++ /dev/null @@ -1,125 +0,0 @@ ---- -title: Edit Content in Print Preview ---- -# Edit Content in Print Preview - -This document describes how to customize field values in a previewed document. - -## Content Editing Overview -Enable a report control's **Edit Options** | **Enabled** property and leave the **Edit Options** | **Read Only** property disabled to make the control's content editable in Print Preview. - -![editing-fields-label-edit-options-new](../../../../images/eurd-win-editing-fields-label-edit-options-new.png) - -Print Preview provides the **Editing Fields** toolbar button if content editing is enabled for at least one control in the displayed report. Click this button to highlight all editable fields available in the document. - -![editing-fields-highlight-ribbon-toolbar-sample-report](../../../../images/eurd-win-editing-fields-highlight-ribbon-toolbar-sample-report.png) - -Use the TAB and SHIFT+TAB keys to navigate between editable fields forward and back. - -Click an editable field to invoke an editor and specify a value. - -You can enable content editing for data-aware and unbound report controls. - -The following report controls support content editing in Print Preview: - -| Text | Boolean | Image | -|--- | --- | --- | -| [Label](../use-report-elements/use-basic-report-controls/label.md) | [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) | [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) | -| [Table Cell](../use-report-elements/use-tables.md) | | | -| [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) | | | - -The sections below provide information about options these controls expose. You can use these options to set up content editing. - - -## Content Editing Limitations - -* Changes made to a control's content in Print Preview does not effect the document's other parts (for example, summary results, grouping, sorting, bookmarks and other settings that were processed before the document was generated). -* A control's **Can Grow** setting is ignored for editable fields. The edited area cannot exceed the control's original dimensions. -* Multi-line values can only be entered when no mask is applied to an editable field. -* Values entered into editable fields are reset after the document is refreshed (for example, when you submit [report parameter](../use-report-parameters.md) values or expand/collapse data in a [drill-down report](create-drill-down-reports.md)). -* It is not possible to edit content in bands if their **DrillDownControl** property is specified. -* The entered values are not preserved in the Top Margin and Bottom Margin bands when the report is exported as a single file to the following formats: - - * TXT - * CSV - * HTML - * MHT - * RTF - * XLS - * XLSX - * image - -## Text Editors - -Text editors are used to customize the [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md) and [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) report controls' content in Print Preview. - -The default text editor is a memo edit. - - -![EditOptions_StandardMemoEditor](../../../../images/eurd-win-editoptions_standardmemoeditor.png) - - -Specify the **Edit Options** | **Editor Name** property to use one of the following text editors: - -![EditOptions_EditorName](../../../../images/eurd-win-editoptions_editorname.png) - -| Numeric | Date-Time | Letters | -| --- | --- | --- | -| Integer | Date | Only Letters | -| Positive Integer | | Only Uppercase Letters | -| Fixed-Point | | Only Lowercase Letters | -| Positive Fixed-Point | | Only Latin Letters | - -Each editor has a specific mask. - -> [!NOTE] -> If a table cell contains other controls, you cannot edit this cell (they can edit the cell's controls). The following image illustrates this: -> -> ![eurd-win-content-editing-table-cell-container](../../../../images/eurd-win-content-editing-table-cell-container.png) - -## Character Comb Editors - -The **Character Comb** control displays text so that each character is printed in an individual cell. - -![Character Comb](../../../../images/eurd-win-character-comb-report-control.png) - -Specify the Character Comb's **Edit Options** | **Editor Name** property to use a text editor, as described in the [Text Editors](#text-editors) section above. - -## Check Box Editor -The check box editor is used to customize the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) report control's content in Print Preview. - -![eurd-win-content-editing-checkboxe](../../../../images/eurd-win-content-editing-checkboxe.png) - -You can combine several check box editors into a radio group so that you can select only one option within a group at a time. For this, set the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) report controls' **Group ID** property to the same value. - -![content-editing-check-box-group](../../../../images/eurd-win-content-editing-check-box-group.png) - -## Image Editors - -Image editors are used to customize the [XRPictureBox](../use-report-elements/use-basic-report-controls/picture-box.md) report control's content in Print Preview. - -Use the control's **Edit Options** | **Editor Name** property to assign one of the following image editors. - -- **Image Editor** - Allows you to load an image and specify the image's size options. - - ![content-editing-image](../../../../images/eurd-win-content-editing-image.png) - -- **Signature Editor** - Allows you to specify brush options and draw a signature. - - ![content-editing-signature](../../../../images/eurd-win-content-editing-signature.png) -- **Image and Signature Editor** (default) - Allows you to load an image and draw a signature. The image's size options and brush options are available. - - ![content-editing-image-and-signature](../../../../images/eurd-win-content-editing-image-and-signature.png) - -All these image editors include the ![clear-changes](../../../../images/eurd-win-clear-changes.png) button. This button allows you to clear the editor's content. - -## Export Editable Fields to PDF AcroForms - -Enable the report's **Export Options | PDF Export Options | Export Editing Fields to AcroForms** property to export [text fields](#text-editors), [check boxes](#check-box-editor), [character combs](#character-comb-editors), and [image editors](#image-editors) to PDF as editable form fields (**AcroForms**). - -![Export Editing Fields to AcroForms](../../../../images/eurd-win-exporteditingfieldstoacroforms.png) - -![Report Preview](../../../../images/eurd-win-editing-fields-preview.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md deleted file mode 100644 index 99087380e4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Sort a Report in Print Preview ---- -# Sort a Report in Print Preview - -This tutorial illustrates how to enable sorting report data in Print Preview. - -In this tutorial, we will start with the following report displaying products [grouped](../shape-report-data/group-and-sort-data/group-data.md) by category names. - -![eurd-win-interactive-sorting-starting](../../../../images/eurd-win-interactive-sorting-starting.png) - -You can implement interactive sorting for both the detail data and report groups. - -## Sort Report Groups -To enable sorting report groups in Print Preview, select the label displaying product category names located in the **Group Header** band and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -![eurd-win-interactive-sorting-for-groupsr](../../../../images/eurd-win-interactive-sorting-for-groups.png) - -Expand the label's **InteractiveSorting** property, and set the **TargetBand** property to *GroupHeader1* and **FieldName** to *CategoryName*. - -Switch to the **Preview** tab to sort report groups by the **CategoryName** field. When a mouse pointer hovers over the category name, it changes to a hand indicating the sorting capability. The arrow displayed at the element's right edge indicates the sorting order. - -![ieurd-win-interactive-sorting-groups-result](../../../../images/ieurd-win-interactive-sorting-groups-result.png) - -## Sort Detail Data -To enable sorting data in the Detail band, select the table cell displaying the **Product Name** title and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -![eurd-win-interactive-sorting-detail](../../../../images/eurd-win-interactive-sorting-detail.png) - -Set the **TargetBand** property to *Detail* and access the **SortField** property. - -In the invoked collection editor, add a new group field and set its **FieldName** to **ProductName**. - -Set the table cell's **FieldName** property to the **ProductName** field. - -![eurd-win-interactive-sorting-detail-field-name](../../../../images/eurd-win-interactive-sorting-detail-field-name.png) - -On switching to the Preview tab, you can now sort data in the Detail band by the **ProductName** field. - -![eurd-win-interactive-sorting-detail-result](../../../../images/eurd-win-interactive-sorting-detail-result.png) - -If you provide interactive sorting to multiple fields, clicking another field clears all the previously applied data sorting. Hold the SHIFT key while clicking to preserve the existing sorting settings and thus sort against multiple fields. - -To disable data sorting against a specific field, hold the CTRL key on its caption click. - -> [!NOTE] -> Reports embedded into the current report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control do not support interactive data sorting. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md deleted file mode 100644 index 44d643038e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Data Source Wizard ---- -# Data Source Wizard - -The Data Source Wizard enables you to configure a data source and retrieve the required data. It supports the following data source types: - -* [Database](data-source-wizard/connect-to-a-database.md) - - Obtains data from all major data providers (Microsoft SQL Server, XML data, Microsoft Access, Oracle, etc.). -* [Entity Framework](data-source-wizard/connect-to-an-entity-framework-data-source.md) - - Supports binding to a Microsoft ADO.NET Entity Framework data source. -* [Object Binding](data-source-wizard/connect-to-an-object-data-source.md) - - Connects to a data object. -* [Excel File](data-source-wizard/connect-to-an-excel-data-source.md) - - Obtains data from Microsoft Excel workbooks (XLS, XLSX or XLSM files) or CSV files. -* [JSON](data-source-wizard/connect-to-a-json-data-source.md) - - Connects to JSON-formatted data. - -* [XPO](data-source-wizard/connect-to-an-xpo-data-source.md) - - Allows you to bind to **XPO** data. - -* [No Data](data-source-wizard/no-data.md) - - Allows you design a report that is not bound to a data source. - -![ReportWizard-SelectDataSourceType](../../../../images/eurd-ReportWizard-SelectDataSourceType.png) - -The Data Source Wizard allows you to do the following: - -* [Add a new data-bound report](../add-new-reports.md) to your application using the [Report Wizard](report-wizard.md), which contains the Data Source Wizard pages. - - ![report-wizard-databaound-report-01](../../../../images/eurd-wizard-databaound-report.png) - -* Bind an existing report or its [Detail Report band](../introduction-to-banded-reports.md) to data. To invoke this Wizard, click **Add Data Source** on the [Ribbon](toolbar.md)'s **Home** page. - - ![eurd-win-add-report-data-source](../../../../images/eurd-win-add-new-report-data-source-ribbon.png) - - Alternatively, click the report's smart tag, expand the **DataSource** property's drop-down menu and click **Add Report Data Source**. - - ![eurd-win-add-report-data-source](../../../../images/eurd-win-add-report-data-source.png) - -* Connect the [Chart](../use-report-elements/use-charts-and-pivot-grids.md), [Cross Tab](../use-report-elements/use-cross-tabs.md) and [Sparkline](../use-report-elements/use-gauges-and-sparklines.md) report controls to individual data sources. - - You can invoke the Data Source Wizard using the **Add Data Source** command on the **Chart** | **Design** contextual page. - - ![eurd-win-add-chart-data-source-ribbon](../../../../images/eurd-win-add-chart-data-source-ribbon.png) - - You can invoke the Data Source Wizard using the **DataSource** property in the chart's smart tag. - - ![HowTo - AddChartDataSource](../../../../images/eurd-win-addchartdatasource.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md deleted file mode 100644 index 577da2ce02..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Connect to a Database ---- -# Connect to a Database - -The topics in this section describe the steps required to connect a report to a database. - -![](../../../../../images/eurd-win-data-source-wizard.png) - -The following data source types are supported. - -* Amazon Redshift -* Firebird -* Google BigQuery -* IBM DB2 -* Microsoft Access 2007 -* Microsoft Access 97 -* Microsoft SQL Server -* Microsoft SQL Server Compact Edition -* MySQL -* Oracle -* Pervasive PSQL -* PostgreSQL -* SAP HANA -* SAP Sybase Advantage -* SAP Sybase ASE -* SAP Sybase SQL Anywhere -* SQLite -* Teradata -* VistaDB -* VistaDB5 -* XML file - - -This task includes the following steps. - -* [Select a Data Connection](connect-to-a-database/select-a-data-connection.md) -* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md) -* [Save the Connection String](connect-to-a-database/save-the-connection-string.md) -* [Create a Query or Select a Stored Procedure](connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) -* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md deleted file mode 100644 index 71574e3bfa..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Configure Query Parameters -author: Mary Sammal ---- -# Configure Query Parameters - -On this wizard page, you can manage parameters that are used in queries and/or stored procedures selected on the [previous wizard page](create-a-query-or-select-a-stored-procedure.md), as well as specify parameter values. - -## Specify Parameter Values - -A parameter value can be specified in one of the following ways. -* Parameters can be assigned static values (according to the specified parameter type), which is illustrated in the following image. - - ![eurd-win-data-source-wizard-multi-query-configure-parameters-static-values-date-time](../../../../../../images/eurd-win-data-source-wizard-multi-query-configure-parameters-static-values-date-time.png) -* Alternatively, you can link a query or stored procedure parameter to a [report parameter](../../../use-report-parameters.md), whose value can be requested each time before the report document is to be previewed or exported. To do this, enable the **Expression** check box and select an existing report parameter of the corresponding type or create a new one. - - ![eurd-win-report-wizard-page-multi-query-parameters](../../../../../../images/eurd-win-report-wizard-page-multi-query-parameters.png) -* Another option is to calculate a parameter value based on an expression. To do this, enable the **Expression** check box and run the **Expression Editor**. - - ![eurd-win-data-source-wizard-configure-query-parameters-expression-editor](../../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-expression-editor.png) - -## Manage Parameters -To delete a specific parameter, select it on this wizard page and click **Remove**. - -To execute a specific query with the specified parameter values, click **Preview** and select a query. - -![eurd-win-data-source-wizard-configure-query-parameters-preview-drop-down-button](../../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-preview-drop-down-button.png) - -When previewing a query or stored procedure result, only **1000** first data rows are displayed. If a query contains a custom SQL, the entire result set is obtained. - -To create a new query parameter, click **Add** and select a query. - -![eurd-win-data-source-wizard-configure-query-parameters-add-drop-down-button](../../../../../../images/eurd-win-data-source-wizard-configure-query-parameters-add-drop-down-button.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md deleted file mode 100644 index cd6c73b8cd..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Create a Query or Select a Stored Procedure -author: Mary Sammal ---- -# Create a Query or Select a Stored Procedure - - -On this wizard page, you can choose which tables, views and/or stored procedures from your data source to display in the report. - -![eurd-win-report-wizard-multi-query-select](../../../../../../images/eurd-win-report-wizard-multi-query-select.png) - -## Manage Custom Queries -When you are required to shape the query data at the level of a data source, you can create custom queries by expanding the **Queries** category and clicking the ![report-wizard-multi-query-page-icon-add](../../../../../../images/eurd-win-img125532.png) button. This will invoke the [Query Builder](../../query-builder.md) where you can create complex queries by joining multiple tables, filtering, sorting and grouping their data, as well as calculating various aggregate functions. - -![eurd-win-query-builder-diagram-overview](../../../../../../images/eurd-win-query-builder-diagram-overview.png) - -The Query Builder can also be used to specify custom SQL, if this functionality is enabled by your software provider. - -To customize an existing query using the Query Builder, click the ![report-wizard-multi-query-page-icon-edit](../../../../../../images/uerd-win-img125534.png) button. - -To delete a query, click the ![report-wizard-multi-query-page-icon-remove](../../../../../../images/eurd-win-img125533.png) button. - -On finishing the wizard, each of the selected data items will be included into a separate query. - -![eurd-win-report-field-list](../../../../../../images/eurd-win-report-field-list.png) - -## Specify Master-Detail Relationships -To define [master-detail relationships](../../../create-reports/master-detail-reports-with-detail-report-bands.md) between two or more queries, click **Manage Relations**. - -![eurd-master-detail-relation-editor-categories-products-order-details](../../../../../../images/eurd-master-detail-relation-editor-categories-products-order-details.png) - -To create a new relationship, connect the required key fields using drag and drop. - -To edit an existing relationship, double-click the corresponding arrow or right-click it, and select the **Edit Relation** command in the invoked context menu. - -![eurd-win-master-detail-relation-editor-edit-relation-context-menu](../../../../../../images/eurd-win-master-detail-relation-editor-edit-relation-context-menu.png) - -This will invoke the **Edit Relation** editor that provides a different UI to manage the data relationships. - -![eud-win-reports-edit-relation-editor](../../../../../../images/eurd-win-edit-relation-dialog.png) - -On finishing the wizard, the specified data relationships will appear in the [Field List](../../ui-panels/field-list.md). - -![eurd-win-report-field-list2](../../../../../../images/eurd-win-report-field-list2.png) - -If selected queries or stored procedures contain any [parameters](../../../bind-to-data/specify-query-parameters.md), you will be required to define their values on the next wizard page: [Configure Query Parameters](configure-query-parameters.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md deleted file mode 100644 index d1f0a7c18f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Save the Connection String -author: Mary Sammal ---- -# Save the Connection String - -On this page, you can specify whether or not to save the user credentials along with the connection string. - -![eurd-win-report-wizard-save-connection-string](../../../../../../images/eurd-win-report-wizard-save-connection-string.png) - -Click **Next** to proceed to the next wizard page: [Create a Query or Select a Stored Procedure](create-a-query-or-select-a-stored-procedure.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/select-a-data-connection.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/select-a-data-connection.md deleted file mode 100644 index d657932cbf..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/select-a-data-connection.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select a Data Connection ---- -# Select a Data Connection - -On this page, you can either select one of the currently available data connections from the list or create a new one. - -![eurd-win-report-wizard-select-data-connection](../../../../../../images/eurd-win-report-wizard-select-data-connection.png) - -Click **Next** to proceed to the next wizard page, depending on the selected option. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md deleted file mode 100644 index 6eb88652c4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Specify a Connection String -author: Mary Sammal ---- -# Specify a Connection String - -This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. - -![eurd-win-report-wizard-specify-connection-string](../../../../../../images/eurd-win-report-wizard-specify-connection-string.png) - -Click **Next** to proceed to the next wizard page, depending on whether or not the created connection uses server authentication. -* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not you want to save the user credentials along with the connection string. -* [Create a Query or Select a Stored Procedure](create-a-query-or-select-a-stored-procedure.md) - if server authentication is not required, the page above does not appear, and you will proceed to constructing the query. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md deleted file mode 100644 index 2d8927e550..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: 'Select Data Fields' ---- - -# Select Data Fields - -On this page, the wizard shows the specified JSON data's structure. You can choose all nodes or a subset of nodes. - -![JSON-SelectRootElement](../../../../../../images/eurd-JSON-SelectRootElement.png) - -Uncheck the data fields that your report does not require. - -You can rename data fields if necessary. - -![JSON-EditFieldNames](../../../../../../images/eurd-JSON-EditFieldNames.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md deleted file mode 100644 index 7b629ff6ec..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: 'Specify JSON Data Location' ---- - -# Specify JSON Data Location - -This wizard page allows you to specify a Web Service Endpoint URI, a filename, or a string with JSON content. If you choose the **Web Service Endpoint** option, you can configure a connection string with URI path parameters and query parameters. - -- Web Service Endpoint - - ![](../../../../../../images/eurd-win-JSON-URISource.png) - -- File Name - - ![](../../../../../../images/eurd-win-JSON-File.png) - -- String with JSON Content - - ![](../../../../../../images/eurd-win-JSON-String.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md deleted file mode 100644 index 59eccafe31..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Bind to a Stored Procedure ---- -# Bind to a Stored Procedure - -This wizard page allows you to add stored procedures to the data source, configure their parameters and preview the results of a stored procedure’s execution. - -![eurd-win-reportwizard-ef-stored-procedure-preview-data](../../../../../../images/eurd-win-reportwizard-ef-stored-procedure-preview-data.png) - -To bind to a stored procedure, do the following. -1. Click **Add**. Then, in the invoked window, select a required stored procedure and click **OK**. - -2. [Configure the parameters](../../../bind-to-data/specify-query-parameters.md) to be passed to the selected stored procedure. Make sure that the value of the passed parameter's **Type** property corresponds to the actual type of the stored procedure parameter. - -Click **Next** to proceed to the next wizard page. If you have added more than one stored procedures on this page or if the current Entity Framework model additionally provides data tables, go to the [Select a Data Member](select-a-data-member.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md deleted file mode 100644 index 6f39b032e1..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Configure Filters ---- -# Configure Filters - -This wizard page allows you to define any number of [filter criteria](../../../use-expressions.md) for your data source. - -The **Filter Editor** is displayed after choosing an entity on this wizard page. - -![eurd-win-ef-datasource-configure-filters-editor-report-parameter](../../../../../../images/eurd-win-ef-datasource-configure-filters-editor-report-parameter.png) - -Use this editor to define the selected entity's filter criteria. The filter string can also reference [report parameters](../../../use-report-parameters.md). - -![eurd-win-ef-datasource-configure-filters-finish](../../../../../../images/eurd-win-ef-datasource-configure-filters-finish.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md deleted file mode 100644 index da7a61cb3e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Select a Connection String ---- -# Select a Connection String - -This page allows you to specify a connection string used to establish a data connection. The following options are available: - -## Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![EF default connection string](../../../../../../images/ef-default-connection-string-win.png) -## Custom Connection String - -Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. - -![eurd-winreport-wizard-ef-datasource](../../../../../../images/eur-winreport-wizard-ef-datasource.png) - -## Predefined Connection String - -Select an existing connection string available in the current project. - -![eurd-winreport-wizard-ef-datasource](../../../../../../images/eurd-winreport-wizard-ef-datasource.png) - -Click **Next** to proceed to the next wizard page. If the current Entity Framework model contains stored procedures, go to the Bind to a [Stored Procedure](bind-to-a-stored-procedure.md) page; otherwise, proceed to the [Configure Filters](configure-filters.md) page. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md deleted file mode 100644 index 4ba99524ec..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select a Data Member ---- -# Select a Data Member - -On this page, select the required data member from the list of available data members. - -![eurd-win-report-wizard_ef_selectdatamember](../../../../../../images/eurd-win-report-wizard_ef_selectdatamember.png) - -Click **Next** to proceed to the next wizard page: [Configure Filters](configure-filters.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md deleted file mode 100644 index 814358aac3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Select the Data Context ---- -# Select the Data Context - -On this page, select the required data context from the list of available data contexts. - -![eurd-win-report-wizard-ef-datasource](../../../../../../images/eurd-win-report-wizard-ef-datasource.png) - -If the **Browse** button is available on this page, you can also select a data context from a custom assembly. - -Click **Next** to proceed to the next wizard page: [Select a Connection String](select-a-connection-string.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md deleted file mode 100644 index 1b92330316..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Choose Columns ---- -# Choose Columns - -On this wizard page, you can select required columns and specify their settings. - -To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. - -![eurd-win-exceldatasource_selectingcolumns](../../../../../../images/eurd-win-exceldatasource_selectingcolumns.png) - -This page also allows you to preview resulting data by clicking the **Preview...** button. - -![eurd-win-exceldatasource_datapreview](../../../../../../images/eurd-win-exceldatasource_datapreview.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md deleted file mode 100644 index ec391a6b3c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select an Excel Workbook or CSV file ---- -# Select an Excel Workbook or CSV file - -On this wizard page, select a required Microsoft Excel Workbook (the XLS, XLSX and XLSM formats are supported) or CSV file. To do this, click the ellipsis button and locate the source file or enter the full path to this file. - -![eurd-win-selectexcelworkbook](../../../../../../images/eurd-win-selectexcelworkbook.png) - -Click **Next** to proceed to the next wizard page: [Specify Import Settings](specify-import-settings.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md deleted file mode 100644 index 71dda969e9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Specify Import Settings ---- -# Specify Import Settings - -On this wizard page, you can specify required import settings. This page provides access to different settings depending on whether you have selected an Excel Workbook or CSV file. - - - -## Import Settings for an Excel Workbook -The following settings are available if an Excel workbook has been selected. - -![eurd-win-exceldatasource_specifyingimportoptions](../../../../../../images/eurd-win-exceldatasource_specifyingimportoptions.png) -* **Use values of the first rows as field names** - Specifies whether values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. -* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. -* **Skip hidden rows** - Specifies whether or not to include hidden rows to the resulting data source. -* **Skip hidden columns** - Specifies whether or not to include hidden columns to the resulting data source. - -Click **Next** to proceed to the next wizard page: [Select a Worksheet, Table or Named Region](select-a-worksheet,-table-or-named-range.md). - - - -## Import Settings for a CSV file -The following settings are available if a CSV file has been selected. - -![eurd-win-exceldatasource_csvimportsettings](../../../../../../images/eurd-win-exceldatasource_csvimportsettings.png) -* **Use values of the first rows as field names** - Specifies whether or not values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. -* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. -* **Trim Blanks** - Specifies whether or not to delete all leading and trailing empty spaces from each value in the source CSV file. -* **Encoding** - Specifies the character encoding in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Newline type** - Specifies the line break type in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Value separator** - Specifies a character used to separate values in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Culture** - Specifies culture information used to import data from the source CSV file. -* **Text Qualifier** - Specifies the character that encloses values in the source CSV file. - -Click **Next** to proceed to the next wizard page: [Choose Columns](choose-columns.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md deleted file mode 100644 index 4430bae62f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select a Data Source Constructor ---- -# Select a Data Source Constructor - -On this page, select one of the available data source constructors. To exclude irrelevant constructors from the list, select the **Show only highlighted constructors** check box. - -![RD_ReportWizard_ObjDataSourceConsturctor](../../../../../../images/eurd-win-data-access-object-binding-select-constructor.png) - -Click **Next** to proceed to the next wizard page: [Specify the Constructor Parameters](specify-the-constructor-parameters.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md deleted file mode 100644 index 3ed461a7f9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Select a Data Source Member ---- -# Select a Data Source Member - -On this wizard page, specify whether you want to bind to the entire object or to its public member (method or property). To exclude irrelevant members from the list of available members, select the **Show only highlighted members** check box. - -![RD_ReportWizard_ObjSelectDataSourceMember](../../../../../../images/eurd-win-data-access-object-binding-select-member.png) - -Click **Next** to proceed to the next wizard page depending on the selected option. -* [Specify the Member Parameters](specify-the-member-parameters.md) -* [Select the Data Binding Mode](select-the-data-binding-mode.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md deleted file mode 100644 index b8089f7b94..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select a Data Source Type ---- -# Select a Data Source Type - -On this wizard page, select a required data source type. To exclude irrelevant classes from the list, select the **Show only highlighted classes** check box. - -![eurd-win-data-access-object-binding-highlighted-classes-attribute-report-wizard](../../../../../../images/eurd-win-data-access-object-binding-highlighted-classes-attribute-report-wizard.png) - -Click **Next** to proceed to the next wizard page: [Select a Data Source Member](select-a-data-source-member.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md deleted file mode 100644 index ca6512d3e9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Select an Assembly ---- -# Select an Assembly - -On this page, select an assembly that contains the class type definition of the data source. To exclude irrelevant assemblies from the list, select the **Show only highlighted assemblies** check box. - -![eurd-win-data-access-object-binding-highlighted-assembly-attribute-report-wizard](../../../../../../images/eurd-win-data-access-object-binding-highlighted-assembly-attribute-report-wizard.png) - -Click **Next** to proceed to the next wizard page: [Select a Data Source Type](select-a-data-source-type.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md deleted file mode 100644 index 9fb4664c03..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Select the Data Binding Mode ---- -# Select the Data Binding Mode - -On this wizard page, you can choose one of the following two binding modes. -* **Retrieve the data source schema** - Select this option to retrieve only the data source schema from the specified object and edit the report layout without having access to the actual underlying data. -* **Retrieve the actual data** - Select this option to automatically create an instance of the data source type and obtain its actual data. - -![eurd-win-data-access-object-binding-retrieve-actual-data](../../../../../../images/eurd-win-data-access-object-binding-retrieve-actual-data.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md deleted file mode 100644 index 70cd1ded4d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Specify the Constructor Parameters ---- -# Specify the Constructor Parameters - -On this wizard page, specify the constructor parameters. - -To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing [report parameter](../../../use-report-parameters.md) to the constructor or even create a new report parameter using the in-place editor. - -![RD_ReportWizard_ObjConstructorParameters](../../../../../../images/eurd-win-data-access-object-binding-specify-constructor-parameters.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md deleted file mode 100644 index 41c313e67d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Specify the Member Parameters ---- -# Specify the Member Parameters - -On this wizard page, specify the member parameters. - -To specify the member parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or even create a new report parameter using the in-place editor. - -![eurd-win-data-access-object-binding-specify-member-parameters](../../../../../../images/eurd-win-data-access-object-binding-specify-member-parameters.png) - -Click **Next** to proceed to the next wizard page: [Select the Data Binding Mode](select-the-data-binding-mode.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md deleted file mode 100644 index fab33761bb..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -uid: '400391' -title: 'Choose an Entity Type' ---- -# Choose an Entity Type - -This wizard page lists your application project's persistent object classes. Choose one entity type and proceed to the next page. - -![XPObjectSource-choose-entity-type](../../../../../../images/eurd-win-XPObjectSource-choose-entity-type.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md deleted file mode 100644 index 017c0f25a5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -uid: '400404' -title: 'Save the Connection String' ---- - -# Save the Connection String - -On this page, select whether or not to save the created connection string to the application's configuration file. - -If the data connection uses server authentication, you can also choose to save the user credentials along with the connection string. - -![how-to-sql-data-source07](../../../../../../images/eurd-win-how-to-sql-data-source.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md deleted file mode 100644 index 4c21a3d025..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -uid: '400402' -title: 'Select a Data Connection' ---- - -# Select a Data Connection - -On this page, specify whether you want to use an existing data connection or create a new data connection. - -![report-wizard-page-database](../../../../../../images/eurd-win-report-wizard-page-database.png) - -Click **Next** to proceed to the next wizard page, depending on the selected option. - -* [Specify a Connection String](specify-a-connection-string.md) -* [Save the Connection String](save-the-connection-string.md) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md deleted file mode 100644 index 888cb9ef89..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -uid: '400403' -title: 'Specify a Connection String' ---- - -# Specify a Connection String - -This page allows you to specify connection string parameters or define a custom connection string. - -![eurd-win-report-wizard-specify-connection-string](../../../../../../images/eurd-win-report-wizard-specify-connection-string.png) - -The following data source types are supported. - -* Amazon Redshift -* Firebird -* Google BigQuery -* IBM DB2 -* Microsoft Access 2007 -* Microsoft Access 97 -* Microsoft SQL Server -* Microsoft SQL Server Compact Edition -* MySQL -* Oracle -* Pervasive PSQL -* PostgreSQL -* SAP Sybase Advantage -* SAP Sybase ASE -* SAP Sybase SQL Anywhere -* SQLite -* Teradata -* VistaDB -* VistaDB5 -* XML file - -Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. - -Click **Next** to proceed to the next wizard page. - -## Define a Custom Connection String - -Select **Custom connection string** and specify the connection string. - -![DSW-custom-connection-string](../../../../../../images/eurd-win-DSW-custom-connection-string.png) - -Use the XpoProvider parameter to identify a data source provider. For example, *XpoProvider=**MSSqlServer**;Data Source=(local);User ID=username;Password=password;Initial Catalog=database;Persist Security Info=true* - -Click **Next** to proceed to the next wizard page: [Save the Connection String](save-the-connection-string.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md deleted file mode 100644 index 7e02e95f30..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: 'No Data' ---- - -# No Data - -Choose *No Data* not to bind to a data source. - -![ReportWizard-NoData](../../../../../images/eurd-ReportWizard-NoData.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md deleted file mode 100644 index ed7355ba66..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/localization-editor.md +++ /dev/null @@ -1,40 +0,0 @@ ---- -title: Localization Editor -owner: Sergey Andreev ---- -# Localization Editor - -The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. - -![](../../../../images/eurd-localize-report-language-editor-win.png) - -The left panel allows you to change the report's language or add a new language to start localization. -The right panel contains a grid that displays the property name, the text specified for that property in the default language, and the text for the selected language. Text strings of the selected language are editable. - -## Invoke the Localization Editor - -Use one of the following actions: - -* Click the report's smart tag in the Report Designer and select **Edit Localization** in the action list: - - ![](../../../../images/eurd-localize-report-smart-tag.png) - -* Click the **Localization** property's ellipsis button in the [Property Grid](ui-panels/property-grid-tabbed-view.md): - - ![](../../../../images/eurd-localize-report-property-grid-action.png) - -* Click the **dialog box launcher** in the [Toolbar](toolbar.md#view-tab)'s Localization group: - - ![](../../../../images/eurd-localize-report-dialog-box-launcher.png) - -## Use the Localization Editor - -* **To add a new language**, click the _plus_ button at the right panel. All values for the new language are copied from the default language's values. - -* Change the text and click **Apply** to apply your changes and preview the text in the report designer. - -* Click **OK** to apply changes and close the editor. - -> [!Tip] -> When the **Localization Editor** is invoked, the grid in the right panel displays values for the report controls' **Text** properties. You can click the **Property** column header to modify a filter and select other properties or clear the filter to show all textual properties. -> Grid rows are arranged in the same order as report controls in the [Report Explorer](ui-panels/report-explorer.md) tree - from top to bottom and from left to right. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md deleted file mode 100644 index 740790c7a9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md +++ /dev/null @@ -1,197 +0,0 @@ ---- -title: Query Builder ---- - -# SQL Query Builder (WinForms) - -The **Query Builder** allows you to construct SQL queries to retrieve data from an [SQL Database](../bind-to-data/bind-a-report-to-a-database.md). - -![Query Builder](../../../../images/winforms-sql-query-builder.png) - -## Run the Query Builder - -Use the [Data Source Wizard](data-source-wizard.md) or [Report Wizard](report-wizard.md) to bind your report to an [SQL Database](../bind-to-data/bind-a-report-to-a-database.md). Switch to the [query customization page](data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md) and click the *Add* button in the **Queries** row. - -![Data Source Wizard's Query Customization Page](../../../../images/winforms-data-source-wizard-query-customization-page.png) - -## Select Tables - -Drag the table that you want to add to a query from the list of available tables and drop the table onto the **Query Builder** surface. - -![Query Builder: Drag and Drop a Table](../../../../images/winforms-query-builder-drag-and-drop-table.png) - -To find a table by name, switch to the table list, press *CTRL+F*, and enter the table name in the editor. - -![Query Builder: Find a Table by Name](../../../../images/winforms-query-builder-find-table-by-name.png) - -Enable checkboxes for the table columns that you want to include in the query. - -![Query Builder: Select Columns](../../../../images/winforms-query-builder-select-columns.png) - -If you want to include all the columns available in the table, enable **\* (All Columns)**. - -Right-click the table and select *Rename* or *Delete* to change the table's name or remove it. - -![Query Builder: Rename or Delete Column](../../../../images/winforms-query-builder-delete-or-rename-column.png) - -## Join Tables - -You can join multiple tables within the same query. Do one of the following to add a table onto the **Query Builder** surface: - -- Drag and drop a table from the table list onto the surface. -- Double-click a table in the table list. - -The table list on the left highlights all child and parent tables that are bound to the dropped table by a foreign key. - -![Query Builder: Table Added to a Query](../../../../images/winforms-query-builder-table-added-to-a-query.png) - -Add required tables to the surface. The *Inner Join* relation with the previously added table is created automatically. Added tables display the green plus button for the columns that refer to other tables. You can click this icon to add a linked table to the query and create the *Inner Join* relation with this table. - -![Query Builder: Create the Inner Join Relation Automatically](../../../../images/winforms-query-builder-create-inner-join-relation-automatically.png) - -Right-click a relation to edit, delete, or reverse. - -![Query Builder: Edit Relation](../../../../images/winforms-query-builder-edit-relation.png) - -The *Edit Relation* command invokes the **Join Editor**. It allows you to specify the join type (*Inner*, *Left Outer*, *Right Outer*, or *Full Outer* ), columns by which the tables should be joined, and a logical operator (*Equal to*, *Is less than*, or others) used to compare table columns. - -![Query Builder: Join Editor](../../../../images/winforms-query-builder-join-editor.png) - -You can manually join tables if they are not bound by a foreign key at the database level. In this case, when you drag-and-drop a table onto the **Query Builder** surface, the **Join Editor** is automatically invoked, and this editor allows you to construct a custom join relation. - -![Query Builder: Create Relation Manually in the Join Editor](../../../../images/winforms-query-builder-create-relation-manually-in-the-join-editor.png) - -> [!NOTE] -> When you join multiple tables within a single SQL query, you create a flattened table composed of data records selected based on the specified join relations. You can also create [hierarchical data sources](data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md). In general, [master-detail reports](../create-reports/master-detail-reports-with-detail-report-bands.md) are generated faster than similar-looking reports created based on flattened data sources. If possible, use hierarchical data sources instead of flattened ones. - -## Shape Data - -The **Query Builder** displays a list of the query's columns at the bottom-right corner. - -![Query Builder: List of Selected Table Columns](../../../../images/winforms-query-builder-list-of-selected-columns.png) - -This list allows you to add new table columns to the query or shape selected table columns. The following options are available: - -* **Column** - Specifies the selected column. Click the down-arrow button to display a drop-down column list and replace the column with another column. Click the ellipsis button to replace the column with an [expression](../use-expressions.md). - - ![Query Builder: Specify an Expression for a Column](../../../../images/winforms-query-builder-specify-expression-for-column.png) - -* **Table** - The table that contains the selected column. When you create an expression for a column, this option displays **(All Tables)**. - -* **Alias** - A custom column name. - -* **Output** - Specifies whether to include the column in the query's resulting set. - -* **Sorting Type** - Specifies whether to keep the initial data record order (**Unsorted**) or sort the records by the column (**Ascending** or **Descending**). - - > [!NOTE] - > When you bind a report to an XML file, the **Query Builder** does not support sorting by aggregate functions and the *DISTINCT* and *SELECT ALL* statements. - -* Sort Order - Defines the sort order when data is sorted by multiple columns. For example, if column **A** has the sort order set to **1** and column **B** has it set to **2**, data records are first sorted by column **A** and then by column **B**. This option is available if you enable the **Sorting Type** option. - -* **Group By** - Specifies whether to group the query's resulting set by this column. - -* **Aggregate** - Specifies whether to apply an aggregate function to column values. The following aggregate functions are supported: - - * Count - * Max - * Min - * Avg - * Sum - * CountDistinct - * AvgDistinct - * SumDistinct - -When you want to use the **Group By** or **Aggregate** operations, you should apply them either to all columns or none of them. When you use these operations, only the result of aggregation or grouping is included in the result set. - -## Filter Data - -Click the **Filter** button to invoke the **Filter Editor**. - -![Query Builder: Click Filter Button](../../../../images/winforms-query-builder-click-filter-button.png) - -![Query Builder: Filter Editor](../../../../images/winforms-query-builder-filter-editor.png) - -The editor has the following tabs: - -* **Filter Tab** - Allows you to build criteria to filter data for the report. Filter criteria can reference [query parameters](../bind-to-data/specify-query-parameters.md), which you can also map to [report parameters](../use-report-parameters.md). -* **Group Filter Tab** - Allows you to specify filter conditions for grouped and aggregated data. This tab is disabled if the data is not grouped. - -You can also enable the **Select only** option to limit the number of resulting data records. If you enable the **Sorting Type** option for at least one column, you can specify how many data records should be skipped. - -> [!NOTE] -> Some data providers do not support the skip setting in the provider-specific SQL string. If you enable the **Select only** option for such data providers, data records are skipped but the *SKIP* statement is not included in the SQL query. - -The **Select only distinct values** option allows you to include only unique values into the resulting set. - -## Edit Query Parameters - -Click **Edit Parameters** to invoke the **Query Parameters** dialog. - -![Query Builder: Click Edit Parameters Button](../../../../images/winforms-query-builder-click-edit-parameters-button.png) - -This dialog allows you to add, edit, and remove [query parameters](../bind-to-data/specify-query-parameters.md). The created parameters are available on the [Configure Query Parameters](data-source-wizard/connect-to-a-database/configure-query-parameters.md) wizard page. - -![Query Builder: Query Parameters Dialog](../../../../images/winforms-query-builder-query-parameters-dialog.png) - -The following properties are available for each query parameter: - -* **Name** - The name by which you can reference the parameter. - -* **Type** - The data type of the parameter's value. - -* **Expression** - Specifies whether the parameter's value is static or generated dynamically. You can enable this option when you need to map the parameter's value to a [report parameter](../use-report-parameters.md)'s value. - -* **Value** - The parameter's value. If the **Expression** option is enabled, this value is generated dynamically based on the parameter's [expression](../use-expressions.md). - -Refer to the following topic for more information: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md). - -## Preview Results - -Click the **Preview Results** button to open the **Data Preview** dialog. - -![Query Builder: Preview Results Button](../../../../images/winforms-query-builder-preview-results-button.png) - -The dialog displays the first 1000 rows of the query result set. - -![Query Builder: Preview Results](../../../../images/winforms-query-builder-preview-results.png) - -## Manage Queries - -Right-click a data source in the [Report Explorer](ui-panels/report-explorer.md) or [Field List](ui-panels/field-list.md) and select **Manage Queries** in the context menu. - -![Invoke the Manage Queries Dialog](../../../../images/winforms-invoke-manage-queries-dialog.png) - -This invokes the **Manage Queries** dialog that allows you to perform operations on queries and stored procedures. - -![Manage Queries Dialog](../../../../images/winforms-manage-queries-dialog.png) - -### Add a New Query - -Click **Add**, specify a name for the new query, and [select tables](#select-tables) that you want to include in the query. - -![Manage Queries Dialog: Add a New Query](../../../../images/winforms-manage-queries-dialog-add-new-query.png) - -### Copy and Remove Queries - -Select a query and click the *Copy* or *Remove* icon. - -![Manage Queries Dialog: Copy or Remove a Query](../../../../images/winforms-manage-queries-dialog-copy-or-remove-query.png) - -### Modify Stored Procedures - -Select an existing stored procedure and choose a new one that you want to include in a query. - -![Manage Queries Dialog: Modify a Stored Procedure](../../../../images/winforms-manage-queries-dialog-modify-a-stored-procedure.png) - -### Add a New Stored Procedure - -Expand the **Add** menu and select **Stored Procedure**. - -![Manage Queries Dialog: Add a Stored Procedure](../../../../images/winforms-manage-queries-dialog-add-a-stored-procedure.png) - -### Rename a Query or Stored Procedure - -Double-click an item in the list of queries and stored procedures and use the editor to specify a new name for this item. - -![Manage Queries Dialog: Change an Item's Name](../../../../images/winforms-manage-queries-dialog-change-item-name.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md deleted file mode 100644 index f6170f658e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: Report Wizard -owner: Mary Sammal ---- -# Report Wizard - -The Report Wizard allows you to add a report using one of the following templates: - -* [Blank](report-wizard/blank-report.md) - - Creates a new blank report that is not bound to a data source. Choose this option to design your report without using the wizard. - -* [Table Report](report-wizard/table-report.md) - - Allows you to create a [table report](../create-reports/table-reports.md), connect it to a data source and configure basic report layout settings. - -* [Vertical Report](report-wizard/vertical-report.md) - - Allows you to create a [vertical report](../create-reports/vertical-reports.md), connect it to a data source and configure basic report layout settings. - -* [Cross-Tab Report](report-wizard/cross-tab-report.md) - - Allows you to create a [cross-tab report](../create-reports/cross-tab-reports.md), connect it to a data source and configure basic report layout settings. - -* [Labels](report-wizard/labels.md) - - Allows you to select from different customizable layouts to create labels, badges or price tags. - -* [Template](report-wizard/template.md) - - Enables you to create a new report based on available predefined templates. - -![eurd-win-report-wizard](../../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) - -## Run the Report Wizard - -Use one of the following ways to invoke the Report Wizard. - -- Create a new report - - Use the [New Report via Wizard](../add-new-reports.md) command to create a new report based on a Report Wizard template. - -- Edit an existing report - - Click the report's Smart Tag and then the **Design in Report Wizard...** context link in the invoked actions list. - - > [!Note] - > The new report layout overrides the initial report layout. - - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md deleted file mode 100644 index 24a82dcb93..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Blank Report ---- -# Blank Report - -This topic describes how to add a new blank report to an application at design time in Visual Studio by using the **Report Wizard**. - -To create an empty report, [run the Report Wizard](../report-wizard.md), select **Blank** and click **Finish**. - -![ReportWizard-ChooseReportType-BlankReport](../../../../../images/eurd-ReportWizard-ChooseReportType-BlankReport.png) - -The following image illustrates the default layout of a newly added empty report. - -![empty-report-default-layout-visual-studio-design-time](../../../../../images/eurd-report-bands-design-time-default-layout.png) - -To learn how to connect a report to data and construct the report layout, see the following topic: [Bind to Data](../../bind-to-data.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md deleted file mode 100644 index b918bc772f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Choose a Report Type ---- -# Choose a Report Type - -On this wizard page, you can choose the report type you want to create. - -![ReportWizard-ChooseReportType-TableReport](../../../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) - -The following report types are available. - -* [Blank Report](blank-report.md) -* [Table Report](table-report.md) -* [Vertical Report](vertical-report.md) -* [Labels](labels.md) -* [Template](template.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md deleted file mode 100644 index 02a2ce15ab..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Cross-Tab Report ---- -# Cross-Tab Report - -Select **Cross-Tab Report** on the wizard's [start page](../report-wizard.md) to create a [cross-tab report](../../create-reports/cross-tab-reports.md) that displays multi-dimensional data. - -![](../../../../../images/eurd-win-cross-tab-report-wizard-select-report-type.png) - -Click **Next** and use the [Data Source Wizard](../data-source-wizard.md) to set up a report's data source. - -Once the data source is configured, you can define the report's layout on the next page. Drop data fields onto the following cross-tab area: - -* **Rows** - defines row headers; -* **Columns** - defines column headers; -* **Data** - defines fields against which to calculate summaries. - -![](../../../../../images/eurd-win-cross-tab-report-wizard-drop-fields.png) - -You can also select a field from the corresponding drop-down list. - -![](../../../../../images/eurd-win-cross-tab-report-wizard-drop-down-list.png) - -> [!Note] -> The field order defines the hierarchy in the resulting cross-tab report. The higher the field on the list, the higher the level in the field hierarchy. - -You can click **Finish** to stop the Report Wizard. If you want to customize the report further, click **Next** and proceed to the next pages: - -* [Specify Report Page Settings](table-report/specify-report-page-settings.md) -* [Choose a Report Color Scheme](table-report/choose-a-report-color-scheme.md) -* [Set the Report Title](table-report/set-the-report-title.md) - -The generated report contains the [Cross Tab](../../use-report-elements/use-cross-tabs.md) control that is configured based on the specified settings. The XRCrossTab control calculates automatic totals and grand totals across row and column fields. - -![](../../../../../images/eurd-win-report-wizard-cross-tab-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md deleted file mode 100644 index a29d59ccb0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Labels ---- -# Labels - -This topic describes the steps required to create a report with labels by using the [Report Wizard](../report-wizard.md). - -![ReportWizard-ChooseReportType-Labels](../../../../../images/eurd-ReportWizard-ChooseReportType-Labels.png) - -Label report creation consists of the following two steps. - -* [Select the Data Source Type](labels/select-the-data-source-type.md) -* [Select the Label Type](labels/select-the-label-type.md) -* [Customize the Label Options](labels/customize-the-label-options.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md deleted file mode 100644 index 75c0fb5251..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -uid: "4253" -title: Customize the Label Options -owner: Anna Gubareva -seealso: [] ---- -# Customize the Label Options - -This page is intended to customize the label's options. - -On this page you can adjust the label's layout parameters and choose the **Page Size**. - -![report-wizard-label-report](../../../../../../images/eurd-report-wizard-label-report.png) - -Click **Finish** to complete report creation. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md deleted file mode 100644 index 7e83b693bc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -uid: '400405' -title: 'Select the Data Source Type' ---- - -# Select the Data Source Type - -This wizard page allows you to select the required data source type. - -![ReportWizard-SelectDataSourceType](../../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) - - -Click **Next** to proceed to the next wizard page, depending on the selected data source type. - -* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) -* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) -* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) -* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) -* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) -* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) -* [No Data](../../data-source-wizard/no-data.md) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md deleted file mode 100644 index 46b7baf07b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -uid: "4252" -title: Select the Label Type -owner: Anna Gubareva -seealso: [] ---- -# Select the Label Type - -This page is intended to select a label type from numerous predefined types. - -On this page you can choose the proper setting from the **Label Products** and the **Product Number** drop-down lists. The selected type defines the label's size and layout, as well as the page type, which is default for this label. - -![report-wizard-label-report](../../../../../../images/eurd-wizard-label-report.png) - -Then, click **Next** to proceed to the [Customize the Label Options](customize-the-label-options.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md deleted file mode 100644 index a0c6ab34ae..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -uid: "4271" -title: Table Report -owner: Anna Gubareva -seealso: [] ---- -# Table Report - -The topics in this section describe how to create a table report and connect it to data at design time within Visual Studio using the **Data Source Wizard**. - -To create a new report and connect it to data, [run the Report Wizard](../report-wizard.md) and select **Table Report**. - -![ReportWizard-ChooseReportType-TableReport](../../../../../images/eurd-ReportWizard-ChooseReportType-TableReport.png) - -The Report Wizard can include the following pages: - -* [Select the Data Source Type](table-report/select-the-data-source-type.md) -* [Choose Fields to Display in a Report](table-report/choose-fields-to-display-in-a-report.md) -* [Add Grouping Levels](table-report/add-grouping-levels.md) -* [Specify Summary Options](table-report/specify-summary-options.md) -* [Specify Report Page Settings](table-report/specify-report-page-settings.md) -* [Specify a Report Color Scheme](table-report/choose-a-report-color-scheme.md) -* [Set the Report Title](table-report/set-the-report-title.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md deleted file mode 100644 index 81ab3d27c7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: 'Choose a Report Color Scheme' ---- - -# Choose a Report Color Scheme - -This page allows you to choose a base color for report styles. - -![xtrareport-wizard-empty-report-01](../../../../../../images/eurd-win-ReportWizard-ChooseReportColorScheme.png) - -The wizard creates styles based on the chosen color for the first level report controls and applies styles with more transparent colors to controls on deeper levels. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md deleted file mode 100644 index 3541fa3938..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Select the Data Source Type ---- -# Select the Data Source Type - -This wizard page allows you to select the required data source type. - -![ReportWizard-SelectDataSourceType](../../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) - -Click **Next** to proceed to the next wizard page, depending on the selected data source type. - -* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) -* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) -* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) -* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) -* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) -* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) -* [No Data](../../data-source-wizard/no-data.md) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md deleted file mode 100644 index 01048d79d4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md +++ /dev/null @@ -1,8 +0,0 @@ ---- -title: Set the Report Title ---- -# Set the Report Title - -On this page, specify the title for the report and click **Finish** to exit the wizard. - -![ReportWizard_SpecifyReportTitle](../../../../../../images/eurd-reportwizard_specifyreporttitle.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md deleted file mode 100644 index 0b981a6274..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Specify Summary Options ---- -# Specify Summary Options - -> [!NOTE] -> This wizard step is only available if you have applied data grouping in the previous step ([Add Grouping Levels](add-grouping-levels.md)). If you have not grouped data, this step is skipped. - -On this wizard page, you can specify summaries to calculate in the selected reports. - -![report-wizard-master-detail-specify-summaries](../../../../../../images/eurd-win-report-wizard-master-detail-specify-summaries.png) - -Use the drop-down list at the top of the wizard page to choose a required report. - -In the **Fields** table column, you can select an available numerical or date-time field. To specify which functions should be calculated for the selected field, enable the corresponding check boxes in the **Summary functions** drop-down. - -The specified summaries are displayed in the report footer and after corresponding groups (if you have grouped report data on the [previous wizard page](add-grouping-levels.md)). - -If data fields can contain empty values and you do not want to take these values into account when calculating totals, select the **Ignore null values** check box. Otherwise, these values are treated as zeros for numeric fields and the earliest system date for date-time fields. - -You can stop the wizard at this step by clicking **Finish**. The created report looks similar to the image below. - -![report-wizard-master-detail-specify-summaries-result](../../../../../../images/eurd-win-report-wizard-master-detail-specify-summaries-result.png) - -If you want to customize the report further, click **Next** to proceed to the next wizard page: [Set the Report Title](set-the-report-title.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md deleted file mode 100644 index 0b058935c5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -uid: '400406' -title: 'Select the Data Source Type' ---- - -# Select the Data Source Type - -This wizard page allows you to select the required data source type. - -![ReportWizard-SelectDataSourceType](../../../../../../images/eurd-ReportWizard-SelectDataSourceType.png) - -Click **Next** to proceed to the next wizard page, depending on the selected data source type. - -* [Connect to a Database](../../data-source-wizard/connect-to-a-database.md) -* [Connect to an Entity Framework Data Source](../../data-source-wizard/connect-to-an-entity-framework-data-source.md) -* [Connect to an Object Data Source](../../data-source-wizard/connect-to-an-object-data-source.md) -* [Connect to an Excel Date Source](../../data-source-wizard/connect-to-an-excel-data-source.md) -* [Connect to JSON Data Source](../../data-source-wizard/connect-to-a-json-data-source.md) -* [Connect to XPO Data Source](../../data-source-wizard/connect-to-an-xpo-data-source.md) -* [No Data](../../data-source-wizard/no-data.md) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbar.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbar.md deleted file mode 100644 index 667ce05653..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbar.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -uid: "114802" -title: Toolbar -owner: Anna Gubareva -seealso: [] ---- -# Toolbar - -The Report Designer **Toolbar** includes the **Home**, **Layout**, **Page**, and **View** tabs for general commands as well as contextual tabs for commands relating to the selected report controls. - -## Home Tab - -![eurd-win-toolbar-home-page](../../../../images/eurd-win-toolbar-home-page.png) - -Use commands in this tab to - -* add new reports, load and save report layouts; -* add data sources, [calculated fields](../shape-report-data/use-calculated-fields.md), and [report parameters](../use-report-parameters.md); -* delete the selected report elements, place them on the clipboard and paste them onto report bands; -* customize font, color, formatting and alignment settings; -* create new styles based on the selected control's appearance settings and then apply the created styles to other controls. - -## Layout Tab - -![](../../../../images/eurd-win-toolbar-layout-page.png) - -This tab provides commands that - -* align report elements to each other or the snap grid; -* change the report element size relative to other report elements and to fit the snap grid or the parent container; -* change the stacked elements' order; -* select the snapping mode. - -## Page Tab - -![](../../../../images/eurd-win-toolbar-page-page.png) - -These commands allow you to - -* set the page margins, orientation, and paper size; -* specify the page's background color; -* add watermark text to a report or turn a picture into a report's background. - -## View Tab - -![](../../../../images/eurd-win-toolbar-view-page.png) - -This tab enables you to - -* turn on/off [export and printing warnings](../use-report-elements/manipulate-report-elements.md) to highlight intersecting controls and controls placed outside page margins; -* display the document's watermark on the design surface; -* specify whether to draw the snap grid; -* expand or collapse all report bands; -* change the report language and show localizable properties in the **Property Grid**; -* zoom the design surface; -* manage the Report Designer panels' visibility. - - -## Contextual Tabs - -Contextual tabs are visible whenever you select a specific report element and provide commands applicable to the selected element's type. - -The following image demonstrates the table cell's available tabs: - -![](../../../../images/eurd-win-toolbar-contextual-tabs.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md deleted file mode 100644 index 251e99e46d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Control Toolbox -author: Mary Sammal ---- -# Control Toolbox -The **Control Toolbox** lists all available [controls](../use-report-elements.md) and allows you to add them to your report. - -![RD_Toolbox](../../../../images/eurd-win-toolbox.png) - -## Available Controls - -The available report controls can be divided into the following categories: - - - -### General Content -The following controls are most commonly used to display data in a report. - - - -| ![web-designer-toolbox-barcode](../../../../images/eurd-win-barcode.png) | ![web-designer-toolbox-checkbox](../../../../images/eurd-win-checkbox.png) | ![web-designer-toolbox-gauge](../../../../images/eurd-win-gauge.png) | ![web-designer-toolbox-label](../../../../images/eurd-win-label.png) | ![web-designer-toolbox-label](../../../../images/eurd-win-charactercomb.png) | ![web-designer-toolbox-picture-box](../../../../images/eurd-win-picturebox.png) | ![web-designer-toolbox-rich-text](../../../../images/eurd-win-richtext.png) | ![web-designer-toolbox-table](../../../../images/eurd-win-table.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -[Barcode](../use-report-elements/use-bar-codes.md) | [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) | [Gauge](../use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md) | [Label](../use-report-elements/use-basic-report-controls/label.md) | [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) | [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) | [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) | [Table](../use-report-elements/use-tables.md) | - - -### Extended Data -The following controls are connected to data individually, without accessing a report's data source. - - - -| ![web-designer-toolbox-chart](../../../../images/eurd-win-chart.png) | ![web-designer-toolbox-pivotgrid](../../../../images/eurd-win-pivotgrid.png) | ![web-designer-toolbox-sparkline](../../../../images/eurd-win-sparkline.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -| [Chart](../use-report-elements/use-charts-and-pivot-grids.md) | [Pivot Grid](../use-report-elements/use-charts-and-pivot-grids.md) | [Sparkline](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) | - - - - -### Report Layout -The following controls allow you to draw shapes in a report and customize the report layout. - -| ![web-designer-toolbox-cross-band-line](../../../../images/eurd-win-crossbandline.png) | ![web-designer-toolbox-cross-band-box](../../../../images/eurd-win-crossbandbox.png) | ![web-designer-toolbox-line](../../../../images/eurd-win-line.png) | ![web-designer-toolbox-page-break](../../../../images/eurd-win-PageBreak.png) | ![web-designer-toolbox-panel](../../../../images/eurd-win-panel.png) | ![web-designer-toolbox-shape](../../../../images/eurd-win-shape.png) | ![web-designer-toolbox-subreport](../../../../images/eurd-win-subreport.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | -[Cross-Band Line](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Cross-Band Box](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) |[Page Break](../use-report-elements/use-basic-report-controls/page-break.md) | [Panel](../use-report-elements/use-basic-report-controls/panel.md) | [Shape](../use-report-elements/draw-lines-and-shapes/draw-shapes.md) | [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) | - -### Document Statistics -The dynamic content of the following controls is not obtained from a data source. - -![web-designer-toolbox-page-info](../../../../images/eurd-win-pageinfo.png) | ![WebReportDesigner_Toolbox_TableOfContent](../../../../images/eurd-win-tableofcontents.png) | -| -------------------------------------------------------------------- | -------------------------------------------------------------------- | -| [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) | [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) | - - - -## Add a Control to a Report - -To add a control from the Toolbox, do one of the following. -* Double-click an item in the Toolbox for the appropriate control, which will be created at the Detail band's top left corner. - -* Drag and drop an item from the Toolbox onto the required location within a report. - - ![eurd-win-drag-control-from-toolbox](../../../../images/eurd-win-add-rich-text-to-report.png) -* Select an item in the Toolbox, and then click the required location within a report. -* Select an item in the Toolbox, and then indicate the bounding rectangle by holding the left mouse button. - - ![eurd-win-add-control-from-toobox](../../../../images/eurd-win-add-control-from-toobox.png) - -Select the ![eurd-win-toolbox-arrow](../../../../images/eurd-win-toolbox-arrow.png) **Pointer** item when you need to perform selection, re-positioning or resizing operations. It is automatically selected after you drop a control onto a report. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md deleted file mode 100644 index e9d0efcc40..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: UI Panels ---- -# UI Panels - -The Report Designer includes the following panels: - -* [Report Explorer](ui-panels/report-explorer.md) -* [Field List](ui-panels/field-list.md) -* [Report Gallery](ui-panels/report-gallery.md) -* [Property Grid](ui-panels/property-grid-tabbed-view.md) -* [Group and Sort Panel](ui-panels/group-and-sort-panel.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md deleted file mode 100644 index 60fdb2042b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md +++ /dev/null @@ -1,74 +0,0 @@ ---- -uid: "4259" -title: Field List -owner: Anna Gubareva -seealso: [] ---- -# Field List - -This panel displays the schemas of a report’s data sources. - -![Field List](../../../../../images/eurd-win-field-list.png) - -Right-click a data source to access its settings. For instance, you can add the data source to the [Report Gallery](report-gallery.md) to reuse it in other reports. - -![Field List - Add Data Source to Report Gallery](../../../../../images/eurd-win-field-list-data-source-add-to-gallery.png) - -The Field List allows you to do the following: - -## Search fields - -Enter a search string in the search box. The Field List filters fields and tables to match the entered string. - -![Field List - Search](../../../../../images/eurd-win-field-list-search.png) - -## Bind controls to data - -Drop a field onto a report's surface to create a new report control bound to this field. - -![Field List - Drop Field Onto the Surface](../../../../..//images/eurd-win-field-list-drop-fields.png) - -Drop a field onto an existing report control to bind this control to the field. - -![Field List - Drop Field Onto a Control](../../../../../images/eurd-win-field-list-drop-field-to-control.png) - -Hold the CTRL key when you drop a field on top of an existing control to keep the control's current data binding setting. In this case, a new report control is created. - -![Field List - Drop Field Onto a Control and Keep Binding](../../../../../images/eurd-win-field-list-avoid-data-binding.png) - -**Select which control to create** - -Do any of the following: - -* Hold the SHIFT key when you drop a data field onto the report surface. -* Right-click a data field and drop it onto the report surface. - -This invokes a context menu where you can select which control to create. - -![Field List - Select Which Control to Create](../../../../../images/eurd-win-fieldlist-create-specific-contols.png) - -## Create tables - -Drop an entire data table onto the report to create a report table with columns bound to the data table's fields. - -![Field List - Drop Table](../../../../../images/eurd-win-field-list-drop-table.png) - -Hold the CTRL or SHIFT key to select multiple data fields in the Field List. Drop these fields onto the report to create a report table that only has the selected fields. - -![Field List - Select Specific Fields](../../../../../images/eurd-win-list-drop-multiple-fields.png) - -Hold the SHIFT key when you drop the selected fields onto the report to only create column headers. This creates a new table whose cells display the selected field names. Alternatively, you can drag and drop fields with the right mouse button. - -![Field List - Create Column Headers](../../../../../images/eurd-win-field-list-multi-select-bound-table-cells.png) - -## Data shaping operations - -The Field List can help you do the following: - -* Add [calculated fields](../../shape-report-data/use-calculated-fields/calculated-fields-overview.md) to data tables. - - ![Field List - Add Calculated Field](../../../../../images/eurd-win-field-list-add-calculated-field.png) - -* Add [report parameters](../../use-report-parameters.md) or change existing parameters. - - ![Field List - Add Report Parameter](../../../../../images/eurd-winield-list-add-report-parameter.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md deleted file mode 100644 index f6be8c4682..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Group and Sort Panel ---- -# Group and Sort Panel -The **Group and Sort Panel** allows you to quickly apply [grouping](../../shape-report-data/group-and-sort-data/group-data.md) and [sorting](../../shape-report-data/group-and-sort-data/sort-data.md) to your report data. - -![eurd-win-group-and-sort-panel](../../../../../images/eurd-win-group-and-sort-panel.png) - -To create a new grouping or sorting criterion, simply click **Add a Group** or **Add a Sort**. - -Then, to control whether the corresponding [Group Header or Footer band](../../introduction-to-banded-reports.md) should be displayed, use the **Show Header** and **Show Footer** check boxes. - -The **Sort Order** drop-down list allows you to specify a sorting mode (ascending or descending) or disable sorting. - -You can change the order in which multiple grouping and sorting criteria are to be performed, using the **Move Up** and **Move Down** buttons. - -To remove a grouping or sorting criterion, select it, and click **Delete**. - -> [!NOTE] -> If the Group and Sort Panel is hidden, you can enable it To do this, select in the **Windows** | **Group and Sort** on the [Toolbar](../toolbar.md)'s **View** page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md deleted file mode 100644 index ca6989dd6d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md +++ /dev/null @@ -1,108 +0,0 @@ ---- -title: Property Grid (Non-Tabbed View) ---- -# Property Grid (Non-Tabbed View) - -The **Property Grid** allows you to access and customize report/report element settings. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-property-grid-nontabbed-view.png) - -See the [Property Grid (Tabbed View)](property-grid-tabbed-view.md) topic if your Property Grid arranges properties in tabs. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-PropertyGrid-Tabs_nontabbed.png) - -## Select a Report Element - -Perform one of the following actions to select an element and show its properties in the Property Grid: - -* Select an element in the drop-down list at the top of the Property Grid. - - ![WinFormsPropertyGrid-SelectControl](../../../../../images/eurd-win-PropertyEditor-SelectControl.png) - -* Click an element in the [design surface](../../first-look-at-the-report-designer.md). -* Select an element in the [Report Explorer](report-explorer.md). - -## Categorized and Alphabetical Modes - -You can switch between categorized and alphabetical modes. - - ![Categorized-Alphabetical-Mode-Switchers](../../../../../images/eurd-win-propertygrid-nontabbed-modeswitchers.png) - - - In the categorized mode, properties are listed in a tree-like form. - - ![Categorized-Mode](../../../../../images/eurd-win-propertygrid-nontabbed-categorized.png) - - - In the alphabetical mode, all properties are displayed in a single list and are sorted alphabetically by name. - - ![Alphabetical-Mode](../../../../../images/eurd-win-propertygrid-nontabbed-alphabetical.png) - -## Favorite Properties - -The **Favorites** tab displays favorite or most frequently used properties. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-PropertyGrid-Favorites-nontabbed.png) - -Click the **Edit Favorite Property List** context menu item to set up the favorite properties. Enable check boxes for the controls' properties in the invoked **Favorite Properties Editor** to include these properties into the favorite list. - -![](../../../../../images/eurd-win-favorite-properties-editor-nontabbed.png) - -## Change Property Values - -The Property Grid adds a green property marker to properties if their default value changes. - -![WinFormsPropertyGrid-GreenMarks](../../../../../images/eurd-win-PropertyGrid-GreenMarks-nontabbed.png) - -Right-click a property's editor to reset the value. - -![WinFormsPropertyGrid-ResetValue](../../../../../images/eurd-win-FormsPropertyGrid-ResetValue-nontabbed.png) - -## Set Color Properties - -You can use the Magnifier to set color properties. - -![](../../../../../images/eurd-win-magnifier-button-nontabbed.png) - -Do the following to use the Magnifier: - -- Click the Magnifier button. -- Move the invoked Magnifier on the screen to find the color you want to set. - - ![](../../../../../images/eurd-win-magnifier-get-color.png) - - You can use the Magnifier to zoom out. Use one of the following options to do this: - - - Hold Ctrl and press + / - - - Scroll the mouse wheel - -- Click to set the color property to the selected color. - - ![](../../../../../images/eurd-win-magnifier-set-color.png) - -Right click or press Esc to cancel the Magnifier mode. - -## Specify Expressions - -If [expression bindings](../../use-expressions/data-binding-modes.md) are enabled, the Property Grid allows you to specify expressions that can include two or more data fields and various functions. Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item. - -![WinFormsPropertyGrid-Expression](../../../../../images/eurd-win-PropertyGrid-Expression-nontabbed.png) - -Click this item to specify an expression in the invoked Expression Editor. - -![WinFormsPropertyGrid-ExpressionEditor](../../../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) - -The Property Grid highlights properties that have an assigned expression. - -![WinFormsPropertyGrid-ExpressionMark](../../../../../images/eurd-win-PropertyGrid-ExpressionMark-nontabbed.png) - -Click a property's marker and choose **Reset** to reset the property value. - -![WinFormsPropertyGrid-ResetExpression](../../../../../images/eurd-win-PropertyGrid-ResetExpression-nontabbed.png) - -> [!Note] -> The **Reset** command resets both the expression and the value you specified using the property editor. - -## Search Properties - -The Property Grid's search box allows you to search for a property. When you type within the search box, the Property Grid automatically creates a search criteria based on the entered text and filters the list of available properties. - -![WinFormsPropertyGrid-Search](../../../../../images/eurd-win-PropertyGrid-Search-nontabbed.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md deleted file mode 100644 index 02590249ba..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md +++ /dev/null @@ -1,100 +0,0 @@ ---- -title: Property Grid (Tabbed View) ---- -# Property Grid (Tabbed View) - -The **Property Grid** allows you to access and customize report/report element settings. - -![WinFormsPropertyGrid](../../../../../images/eurd-win-WinFormsPropertyGrid.png) - -See the [Property Grid (Non-Tabbed View)](property-grid-non-tabbed-view.md) topic if your Property Grid does not display tabs. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-property-grid-nontabbed-view-tabbed-topic.png) - -## Select a Report Element - -Perform one of the following actions to select an element and show its properties in the Property Grid: - -* Select an element in the drop-down list at the top of the Property Grid. - - ![WinFormsPropertyGrid-SelectControl](../../../../../images/eurd-win-PropertyEditor-SelectControl.png) - -* Click an element in the [design surface](../../first-look-at-the-report-designer.md). -* Select an element in the [Report Explorer](report-explorer.md). - -## Property Grid Tabs - -The Property Grid displays properties in tabs. The active tab is activated at the application's next start. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-PropertyGrid-Tabs.png) - -## Favorite Properties - -The **Favorites** tab displays favorite or most frequently used properties. - -![WinFormsPropertyGrid-Tabs](../../../../../images/eurd-win-PropertyGrid-Favorites.png) - -Click the **Edit Favorite Property List** context menu item to set up the favorite properties. Enable check boxes for the controls' properties in the invoked **Favorite Properties Editor** to include these properties into the favorite list. - -![](../../../../../images/eurd-win-favorite-properties-editor.png) - -## Change Property Values - -The Property Grid adds a green property marker to properties if their default value changes. - -![WinFormsPropertyGrid-GreenMarks](../../../../../images/eurd-win-PropertyGrid-GreenMarks.png) - -Right-click a property's editor to reset the value. - -![WinFormsPropertyGrid-ResetValue](../../../../../images/eurd-win-FormsPropertyGrid-ResetValue.png) - -## Set Color Properties - -You can use the Magnifier to set color properties. - -![](../../../../../images/eurd-win-magnifier-button.png) - -Do the following to use the Magnifier: - -- Click the Magnifier button. -- Move the invoked Magnifier on the screen to find the color you want to set. - - ![](../../../../../images/eurd-win-magnifier-get-color.png) - - You can use the Magnifier to zoom out. Use one of the following options to do this: - - - Hold Ctrl and press + / - - - Scroll the mouse wheel - -- Click to set the color property to the selected color. - - ![](../../../../../images/eurd-win-magnifier-set-color.png) - -Right click or press Esc to cancel the Magnifier mode. - -## Specify Expressions - -If [expression bindings](../../use-expressions/data-binding-modes.md) are enabled, the Property Grid allows you to specify expressions that can include two or more data fields and various functions. Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item. - -![WinFormsPropertyGrid-Expression](../../../../../images/eurd-win-PropertyGrid-Expression.png) - -Click this item to specify an expression in the invoked Expression Editor. - -![WinFormsPropertyGrid-ExpressionEditor](../../../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) - -The Property Grid highlights properties that have an assigned expression. - -![WinFormsPropertyGrid-ExpressionMark](../../../../../images/eurd-win-PropertyGrid-ExpressionMark.png) - -Click a property's marker and choose **Reset** to reset the property value. - -![WinFormsPropertyGrid-ResetExpression](../../../../../images/eurd-win-PropertyGrid-ResetExpression.png) - -> [!Note] -> The **Reset** command resets both the expression and the value you specified using the property editor. - -## Search Properties - -The Property Grid's search box allows you to search for a property. When you type within the search box, the Property Grid automatically creates a search criteria based on the entered text and filters the list of available properties. - -![WinFormsPropertyGrid-Search](../../../../../images/eurd-win-PropertyGrid-Search.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md deleted file mode 100644 index 388f6b249b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: 'Report Design Analyzer' ---- -# Report Design Analyzer - -The **Report Design Analyzer** shows errors, warnings, and information messages that help you to detect and fix issues in a report. - -![](../../../../../images/report-design-analyzer-win.png) - -## Invoke the Report Design Analyzer - -Do one of the following to invoke the **Report Design Analyzer**: - -* Select **Report Design Analyzer** from the **Windows** drop-down menu in the **View** toolbar tab. - - ![](../../../../../images/eurd-report-design-analyzer-invoke-from-toolbar.png) - -* Click the bell icon in the status bar. - - ![](../../../../../images/eurd-report-design-analyzer-invoke-with-bell.png) - -## Fix Issues - -Each message contains a recommendation on how to fix an issue. Click the Plus icon in front of the message to expand the recommendation. - -![](../../../../../images/report-design-analyzer-expand-message@2x.png) - -The **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. - -![](../../../../../images/report-design-analyzer-navigate-to-control@2x.png) - -## Filter Messages by Source - -Based on their source, report errors are divided into four groups: - -* Report layout errors – occur, for example, when report controls overlap each other or extend beyond the report’s printable area. -* Report creation errors – occur while the report document is created. For instance, it might include notifications about invalid property values or unreachable sources of content. -* Report export errors – happen while the report document is exported to PDF, XLSX, and other formats. -* Report script errors (this group is not displayed if report scripts are disabled in your application) – for example, errors in script syntax. - -You can disable messages that belong to a particular source: - -![](../../../../../images/disable-messages-that-belong-to-error-source.png) - -## Filter Messages by Type - -You can enable/disable messages of each available type ("Error", "Warning", or "Information") or any combination of them. Click the panel in the UI as shown in the image below to enable/disable messages of a corresponding type. - -![](../../../../../images/filter-messages-by-type.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md deleted file mode 100644 index 9cf92ed8b9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: Report Explorer ---- -# Report Explorer - -The **Report Explorer** shows a report structure in a tree-like form and provides access to components assigned to a report (such as its data sources). - -![RD_Elements_ReportExplorer](../../../../../images/eurd-win-report-explorer.png) - -## Search fields - -Enter a search string in the search box. The Report Explorer filters report elements, styles, and data sources to match the entered string. - -![Report Explorer - Search](../../../../../images/eurd-win-field-list-search.png) -## Report Bands and Controls - -Bands and controls are listed in a hierarchical tree-like structure. - -Select an element and invoke the context menu to access the available actions. - -![eurd-win-report-explorer-context-menu](../../../../../images/eurd-win-report-explorer-context-menu.png) - -Select an element and navigate to the **Property Grid** to edit the element's options. - -![design-time-report-explorer-right-click](../../../../../images/eurd-win-report-explorer-properties.png) - -Data-bound controls are marked with a yellow database icon. - -![eurd-win-report-explorer-bound-controls](../../../../../images/eurd-win-report-explorer-bound-controls.png) - -Right-click an element in the **Report Explorer** and select **Navigate To Control** from the context menu to move the design surface's visible area to this element. - -![eurd-win-navigate-to-control](../../../../../images/eurd-win-navigate-to-control.gif) - -Drag elements to change their location. - -![eurd-win-move-controls](../../../../../images/eurd-win-move-controls.gif) - -Check the following topics for more information on how to manipulate report elements: - -* [Manipulate Bands](../../introduction-to-banded-reports.md#access-the-bands-collection) -* [Manipulate Report Controls](../../use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md) -* [Manipulate Table Elements](../../use-report-elements/use-tables/manipulate-table-elements.md#reorder-table-rows-and-cells) - -## Report Styles - -Drop a style onto a report element. This applies the selected style to the element. - -![design-time-drag-style](../../../../../images/eurd-win-drag-style.gif) - -You can select all report elements with a specific style. - -![design-time-report-explorer-style-select-controls](../../../../../images/eurd-win-report-explorer-style-select-controls.png) - -## Report Data Sources - -The Data Sources node lists all [data sources](../../bind-to-data.md) configured for the report. Right-click a data source to customize its settings or add it to the [Report Gallery](report-gallery.md). - -![design-time-report-explorer-data-source-add-to-gallery](../../../../../images/eurd-win-report-explorer-data-source-add-to-gallery.png) - -You can convert a **Data Set** data source to an SQL data source. Right-click the Data Set and select **Convert to SqlDataSource** from the context menu. Click **Yes** in the invoked dialog to confirm the selected action. - -![design-time-report-explorer-data-source-convert-data-set](../../../../../images/eurd-win-report-explorer-data-source-convert-data-set.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md deleted file mode 100644 index 087fa7035c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md +++ /dev/null @@ -1,144 +0,0 @@ ---- -title: Report Gallery ---- -# Report Gallery - -The **Report Gallery** allows you to store and reuse reports and their elements. - -![report-gallery](../../../../../images/eurd-win-report-gallery.png) - -Do not confuse the Report Gallery with the [Report Explorer](report-explorer.md) that has a similar user interface. The Report Gallery stores shared templates. The Report Explorer displays the current report structure. - -## Reports - -The Report Gallery displays report layout templates in the **Reports** category. - -To create a new template, right-click an empty area around the design surface and select **Add To Gallery** in the context menu. The report's **Name** property value defines the template name. - -![report-gallery-add-report-template](../../../../../images/eurd-report-gallery-add-report-template.png) - -Do one of the following to apply a template to the current report: - -* Right-click the template in the Report Gallery and select **Apply Layout to Report**. - - ![report-gallery-apply-report-layout](../../../../../images/eurd-report-gallery-apply-report-layout128490.png) - -* Drag and drop the template from the Report Gallery onto the report. - - ![report-gallery-apply-report-template-drag-and-drop](../../../../../images/eurd-report-gallery-apply-report-template-drag-and-drop.png) - -The following dialog warns you that the template overrides the current layout: - -![report-gallery-apply-report-message](../../../../../images/eurd-report-gallery-apply-report-message.png) - -When you apply the report template, all the associated styles and components are added to the current report as well. - -## Bands - -The Report Gallery's **Bands** category contains [band](../../../../../articles/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md) templates. - -To create a new template, right-click a report band and choose **Add To Gallery** in the context menu. The band's **Name** property value defines the template name. - -![report-gallery-add-band-template](../../../../../images/eurd-report-gallery-add-band-template.png) - -Use the following ways to apply a band template: - -* **Drag and Drop** - - Drag and drop the template from the Report Gallery onto the band of the same type to replace the band's content. - - ![](../../../../../images/eurd-report-gallery-apply-band-template-drag-and-drop.png) - - To create a new band, move the mouse cursor to the delimiter between bands and drop the template. - - ![](../../../../../images/eurd-report-gallery-create-new-band-drag-and-drop.png) - - You can always create new Detail Report bands and Group Headers/Footers. You can add the Report Header/Footer or Page Header/Footer only if the report does not contain this band. - -* **Gallery Context Menu** - - Right-click a template in the Report Gallery and choose **Apply Layout to Band** in the context menu. - - ![](../../../../../images/eurd-report-gallery-apply-band-template-context-menu.png) - - This action's behavior depends on the template's band type and the selected report band. - - | Template's Band Type | Action Result | - |--- | --- | - | **Detail Band**, **Vertical Detail Band**, **Top Margin**, **Bottom Margin** | Replaces the corresponding band's content independently from the selected band type. | - | **Group Header**, **Group Footer**, **Detail Report Band** | If the same band is selected in the report, replaces the band's content. Otherwise, adds a new band to the deepest hierarchy level. | - | **Report Header**, **Report Footer**, **Page Header**, **Page Footer**, **Vertical Header**, **Vertical Footer** | If the same band exists in the report, replaces the band's content. Otherwise, adds a new band. | - -Note that the template stores settings related to the band and its controls ([binding information](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md), [appearance options](../../../../../articles/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md), etc). All these settings are restored when you apply the template. - -## Controls - -You can combine [report controls](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements.md) from the same band into a template. Hold down SHIFT or CTRL and select controls. Then, right-click the selection and choose **Add To Gallery** in the context menu. - -![report-gallery-add-controls](../../../../../images/eurd-report-gallery-add-controls.png) - -This adds a new template to the **Controls** section. The template name consists of control names separated by commas. - -![](../../../../../images/eurd-report-gallery-multiple-controls-template.png) - -To apply a control template, drag and drop it from the Report Gallery onto a band. - -![report-gallery-apply-controls-template](../../../../../images/eurd-report-gallery-apply-controls-template.png) - -All the control settings are restored when you apply the template. - -## Styles - -Right-click a style in the Report Explorer and select **Add To Gallery** to create a new template in the **Styles** category. - -![report-gallery-add-style-template](../../../../../images/eurd-report-gallery-add-style-template.png) - -Use the following ways to apply a style template: - -* To add the style to the report's [style sheet](../../../../../articles/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md), right-click the style in the Report Gallery and select **Add to Report Style Sheet**. - - ![report-gallery-style-add-to-report-style-sheet](../../../../../images/eurd-report-gallery-style-add-to-report-style-sheet.png) - - You can also use the same action in the **Styles** node's context menu to add all the styles available in the Report Gallery. - -* To apply the style to a specific report control, drag and drop this style from the Report Gallery onto this control. This also adds the selected style to the report style sheet if it does not already contain this style. - - ![report-gallery-style-apply-to-control](../../../../../images/eurd-report-gallery-style-apply-to-control.png) - -## Data Sources - -Right-click a data source in the Report Explorer and select **Add To Gallery** to create a new template in the **Data Source** category. - -![report-gallery-add-component-template](../../../../../images/eurd-report-gallery-add-component-template.png) - -Do one of the following to apply a data source template: - -* Right-click the template in the Report Gallery and select **Add to Report Data Sources** in the context menu. - - ![report-gallery-apply-component-template](../../../../../images/eurd-report-gallery-apply-component-template.png) - -* Drag and drop the template from the Report Gallery onto the report. - -## Rename Templates - -To change the template name, select **Rename** in the template's context menu and type a new name. - -![report-gallery-controls-template-rename](../../../../../images/eurd-report-gallery-controls-template-rename.png) - -## Group Templates - -Right-click a root Gallery node and select **Add New Folder** in the context menu. - -![](../../../../../images/eurd-report-gallery-add-new-folder.png) - -Specify the folder name. Move templates to this folder to combine them into a group. - -![](../../../../../images/eurd-report-gallery-move-template-to-folder.png) - -## Import and Export Templates - -You can import gallery items from an XML file. Right-click the **Import** toolbar button, locate a file in the invoked **Open** dialog and click **OK**. - -![report-gallery-load-save-gallery](../../../../../images/eurd-report-gallery-load-save-gallery.png) - -To save gallery templates to an XML file, click the **Export** toolbar button and select a target file in the **Save** dialog. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/save-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/save-reports.md deleted file mode 100644 index b17b3d0b3b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/save-reports.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Save Reports -author: Mary Sammal ---- -# Save Reports - -Reports are saved as a file with an REPX extension. This file stores information about the report layout. - -You can use one of the following commands to save reports: - -## Use the Ribbon's Home Tab - -* Click **Save**| **Save As** to save a copy of the report. - - ![eurd-win-ribbon-save-report-as](../../../images/eurd-win-ribbon-save-report-as.png) - - Specify the folder and file name in the invoked **Save As** dialog. - -* Click **Save** or press CTRL+S to save the report's layout in the application's folder. - - ![eurd-win-ribbon-save-report](../../../images/eurd-win-ribbon-save-report.png) - - - - -## Use the Ribbon Application Menu - -You can use the **Save** or **Save As** command in the application's menu to save the report's current layout or save a copy of the report. - -![eurd-win-application-menu-save-report](../../../images/eurd-win-application-menu-save-report.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md deleted file mode 100644 index bd24f3fafe..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Calculate a Summary -author: Anna Gubareva ---- -# Calculate a Summary - -This document shows how to use a report control's Expression property to calculate a group summary, as shown in the image below: - -![xtrareports-summary](../../../../../images/eurd-summary.png) - -Follow the steps below to calculate a summary: - -1. Create a report [bound](../../../../../articles/report-designer/report-designer-for-winforms/bind-to-data.md) to a data source. - -1. Use the [Group and Sort Panel](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md) to [group report data](../../../../../articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md) by the key data field and construct a layout like the following: - - ![xtrareports-summary-report-layout](../../../../../images/eurd-summary-layout.png) - -1. Right-click the report's **Detail** band and select **Insert Band** / **Group Footer** from the context menu. - - ![xtrareports-summary-add-group-footer](../../../../../images/eurd-summary-add-group-footer.png) - -1. Drop a **Label** control onto the **Group Footer** band. - - ![xtrareports-summary-drop-label](../../../../../images/eurd-summary-drop-label.png) - -1. Click the label's smart tag, then click the **Summary** field's ellipsis button to open the **Summary Editor** form. - - ![summary-expressions-label-smart-tag](../../../../../images/eurd-summary-label-summary.png) - -1. In the **Summary Editor** form, use the following options: - - * **Summary running** - specifies summary calculation range (the entire report, current report group, or current document page). - * **Summary function** - specifies a summary function. - * **Argument expression** - specifies a data field or a complex expression. - - ![summary-expressions-label-smart-tag](../../../../../images/eurd-label-summaryeditor.png) - - > [!TIP] - > See the [Expression Operators, Functions and Constants](~/interface-elements-for-desktop/articles/expression-editor/expression-operators-functions-and-constants.md) topic for a complete list of supported summary functions. -2. You can use the **Format String** property to format the summary value: - - ![summary-format-string-label-smart-tag](../../../../../images/eurd-summary-label-details.png) - -Switch to Print Preview mode to see the result: - -![summary-report-group-result-preview](../../../../../images/eurd-summary-preview.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md deleted file mode 100644 index f79dca2bfe..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Calculate an Advanced Summary -author: Anna Gubareva ---- -# Calculate an Advanced Summary - -This document describes how to calculate an advanced summary for report groups using a built-in summary function and arithmetical or logical functions. - -1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). - -2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel and group the report's data by the required field. Display the footer for the created group. - - ![](../../../../../images/eurd-win-label-summary-group-data.png) - -3. Drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) onto the group footer to display the summary result. - - Click the label's smart tag and set its **Summary** property to **Group**. - - ![](../../../../../images/eurd-win-label-advanced-summary-running.png) - -4. Click the **Expression** property's ellipsis button. - - ![](../../../../../images/eurd-win-label-advanced-summary-expression-property.png) - -5. This invokes the **Summary Expression Editor** where you can specify a custom expression with the required summary functions and other logical or arithmetical functions. For example: - - ![](../../../../../images/eurd-win-label-advanced-summary-expression.png) - - > [!TIP] - > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. - -6. You can use the **Format String** property to format the summary's value. - - ![](../../../../../images/eurd-win-label-advanced-summary-format-string.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-label-advanced-summary-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md deleted file mode 100644 index ba299714e5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Count the Number of Groups in a Report -author: Anna Gubareva ---- -# Count the Number of Groups in a Report - -This document describes how to count the number of groups in a report. - -1. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel and create a new group. Enable the **Show Header** option to display the Group Header in the report. - - ![](../../../../../images/eurd-win-shaping-count-group-data.png) - -2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the group field onto the created Group Header. - - ![](../../../../../images/eurd-win-shaping-count-drop-filed-onto-group-header.png) - -3. Right-click the report's surface and add a Report Footer to the report. - - ![](../../../../../images/eurd-win-shaping-insert-report-footer.png) - -4. Drop a label onto the Report Footer and click its smart tag. In the invoked **Label Tasks** window, click the **Summary** property's ellipsis button. - - ![](../../../../../images/eurd-win-shaping-group-count-summary-running.png) - -7. In the Summary Editor window: - - * Set the **Summary running** property to the **Report** value. - * Set the **Summary function** property to **Count (Distinct)**. - * Set the **Argument expression** property to the field you group the data by. - -![](../../../../../images/eurd-win-shaping-group-count-expression.png) - -8. Back in the **Label Tasks** window, you can use the **Format String** property to format the summary's value: - - ![](../../../../../images/eurd-win-shaping-group-count-format-string.png) - -You can see the group count in the report footer when switching to [Print Preview](../../preview-print-and-export-reports.md). - -![](../../../../../images/eurd-win-shaping-group-count-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md deleted file mode 100644 index 8d929ff988..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Count the Number of Records in a Report or Group -author: Anna Gubareva ---- -# Count the Number of Records in a Report or Group - -This document describes how to display the number or records in a report or group. - -1. Right-click the report's design surface and add a Report Header or Footer to display the record count for the entire report. - - ![](../../../../../images/eurd-win-shaping-insert-report-header.png) - - > [!Note] - > Use a Group Header/Footer for displaying record counts for groups, and a Page Header/Footer for displaying record counts for pages. - -2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the corresponding data table field onto the created band to create a data-bound label. - - ![](../../../../../images/eurd-win-shaping-drop-field-onto-report-header.png) - -3. Click the label's smart tag. In the invoked Label Tasks window, click the **Summary** field's ellipsis button. - - ![](../../../../../images/eurd-win-shaping-count-summary-running.png) - -4. In the **Summary Editor** window: - - * Set the **Summary** property. Select **Report** to count the records throughout the entire report, or select **Group** or **Page** to reset the record count for every group or page. - * Set the **Summary function** property to **DCount**. - * Set the **Argument Expression** property to the data field you need to count. - - ![](../../../../../images/eurd-win-shaping-count-expression.png) - -6. Back in the **Label Tasks** window, you can use the **Format String** property to format the resulting value: - - ![](../../../../../images/eurd-win-shaping-count-format-string.png) - -You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../../images/eurd-win-shaping-count-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md deleted file mode 100644 index fb301a30c7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Display Row Numbers in a Report, Group or Page -author: Anna Gubareva ---- -# Display Row Numbers in a Report, Group or Page - -This document describes how to show the current row number for each data source value displayed in a report. - -A label can display row numbers after [binding your report to data](../../bind-to-data.md) and specifying a bound data field in the Label's **Expression** property. - -1. Click the label's smart tag. In the invoked **Label Tasks** window, click the **Summary** property's ellipsis button. - - ![](../../../../../images/eurd-win-shaping-row-numbers-summary-running.png) - -2. In the Summary Editor window: - - * Set the **Summary running** property. Select **Report** to increment the row numbers throughout the entire report, or select **Group** or **Page** to reset the row numbers for every group or page. - * Set the **Summary function** property to **Record Number**. - - ![](../../../../../images/eurd-win-shaping-row-numbers-expression-property.png) - -3. Back in the **Label Tasks** window, you can use the **FormatString** property to format the resulting value: - - ![](../../../../../images/eurd-win-shaping-row-numbers-format-string.png) - -You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the record numbers displayed for the specified range. - -![](../../../../../images/eurd-win-shaping-row-numbers-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md deleted file mode 100644 index 22d3f52006..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Filter Data at the Data Source Level -author: Anna Gubareva ---- -# Filter Data at the Data Source Level - -This tutorial illustrates how to filter data at the report data source level, as opposed to the [report level](filter-data-at-the-report-level.md). This approach is recommended when dealing with comparatively large data sources when the retrieval process is slow. - -1. [Create a new report](../../add-new-reports.md) or open an existing one. - -2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. - -3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. - - ![](../../../../../images/eurd-win-filter-data-drop-fields.png) - - - -4. Select the data source in the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md), expand its **Queries** collection property in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the ellipsis for the **Filter String** property of the required query. - - ![](../../../../../images/eurd-win-filer-data-source-filter-string-property.png) - -5. In the invoked [Filter Editor](~/interface-elements-for-desktop/articles/filter-editor.md), construct an expression where the data fields are compared with the required values as shown below. - - ![](../../../../../images/eurd-win-filer-data-source-filter-string.png) - - Every filter condition consists of three parts: - * A data field name. - * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. - * A static operand value, another data field or a query parameter. See the [Specify Query Parameters](../../bind-to-data/specify-query-parameters.md) topic to learn about embedding these parameters into filter conditions. - - You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. - - Alternatively, you can specify a filter expression when creating a query using the [Query Builder](../../report-designer-tools/query-builder.md). To invoke the **Filter Editor** at this stage, click the **Filter...** button. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-filer-data-source-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md deleted file mode 100644 index 498222763e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Filter Data at the Report Level -author: Anna Gubareva ---- -# Filter Data at the Report Level - -This tutorial illustrates how to filter data at the report level, as opposed to the [data source level](filter-data-at-the-data-source-level.md). This approach is useful when dealing with relatively small data sources, when data load times are acceptable. - -1. [Create a new report](../../add-new-reports.md) or open an existing one. - -2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. - -3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. - - ![](../../../../../images/eurd-win-filter-data-drop-fields.png) - -4. Click the report's smart tag and click the **Filter String** property's ellipsis button. - - In the invoked [FilterString Editor](~/interface-elements-for-desktop/articles/filter-editor.md), construct an expression in which the data fields are compared with the required values. - - ![](../../../../../images/eurd-win-filter-data-report-level-filter-string.png) - - Every filter condition consists of three parts: - * A field of a data source to which a report is bound or the name of the [calculated field](../use-calculated-fields.md), which exists in this data source at the same level. - * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. - * A static operand value, another data field or a [report parameter](../../use-report-parameters.md). To access parameters, click the icon on the right until it turns into a question mark. - - You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. - -Your report is now ready to be generated. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-filter-data-report-level-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md deleted file mode 100644 index 28520e0d90..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Limit the Number of Records to Display -author: Anna Gubareva ---- -# Limit the Number of Records to Display - -You can filter records displayed in [Print Preview](../../preview-print-and-export-reports.md) using **Report Print Options**. You can specify them in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab. - -![](../../../../../images/eurd-win-report-print-options.png) - -## **Limit the Number of Records** - -The **Detail Count at Design Time** property enables you to limit the number of records a report shows in Print Preview embedded into the Report Designer. This option is also available in the report's smart tag. - -![](../../../../../images/eurd-win-report-detail-count-at-design-time.png) - -Use the **Detail Count** option to define how many times to print the Detail band when generating a report document to display in Print Preview. - -## **Print on Empty Data Source** - -Disable the **Print when Data Source is Empty** option to avoid generating a report when its data source is empty. You can use this setting in [master-detail reports](../../create-reports/master-detail-reports-with-detail-report-bands.md) to hide the detail report if its data source contains no records. - -The **Detail Count when Data Source is Empty** property allows you to specify how many times to print the Detail band when a report does not have a data source. You can use this property to create static reports that are not connected to a data source and display the same static content several times. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/format-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/format-data.md deleted file mode 100644 index a98b4b905d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/format-data.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Format Data -author: Anna Gubareva ---- -# Format Data - -This document demonstrates how to specify value formatting for report elements (for instance, format numeric values as a currency or apply a percent format). - -After you [bound your report to data](../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can format data values in a report. - -1. Invoke the control's smart tag and click the **Format String** property's ellipsis button. - - ![](../../../../images/eurd-win-label-format-string-property.png) - -2. This invokes the **Format String Editor** where you can specify the required format. - - ![](../../../../images/eurd-win-format-string-editor-currency.png) - -Alternatively, you can use the **FormatString** function within the expression you specified for the report control. - -![](../../../../images/eurd-win-expression-editor-formatstring-function.png) - -When switching to [Print Preview](../preview-print-and-export-reports.md), you can view the report control displaying values with the specified format. - -![](../../../../images/eurd-win-format-data-result.png) - - -You can use the control's **Xlsx Format String** property to assign a native Excel format that is used for exporting reports to [XLSX](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md deleted file mode 100644 index 914a1b4a03..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Group Data by a Custom Field -author: Anna Gubareva ---- -# Group Data by a Custom Field - -This tutorial illustrates how to group a report against a custom criteria, in particular, group data by days of the week. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. - -2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. - - ![](../../../../../images/eurd-win-group-data-create-calculated-field.png) - -3. Select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. - - ![](../../../../../images/eurd-win-group-data-calculated-field-properties.png) - - -4. In the invoked **Expression Editor**, select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **GetDayOfWeek([OrderDate])** function to return a zero-based index of the day of the week, extracted from the **OrderDate** data field. - - ![](../../../../../images/eurd-win-group-data-calculated-field-expression.png) - - Click **OK** to close the editor and save the changes. -5. Use the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel to quickly create a [Group Header](../../introduction-to-banded-reports.md) band associated with the calculated field. - - To create a group criteria, click **Add a Group** and select the calculated field from the invoked drop-down menu. - - ![](../../../../../images/eurd-win-group-by-calculated-field.png) - - You can also use this panel to specify whether or not the corresponding Group Footer band should be visible. The **Sort Order** drop-down list allows you to define the sort order within the group (ascending or descending) or disable sorting in grouped data. - -6. Switch to the **Field List** and drop the required data fields onto the report's area. - - ![](../../../../../images/eurd-win-group-by-field-layout.png) - -7. Click the smart tag of the label in the Group Header and set the **Format String** property to **{0:dddd}**. This makes the label only display the day of the week, and not the date. - - ![](../../../../../images/eurd-win-group-by-field-format-string.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-group-by-calculated-field-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md deleted file mode 100644 index 52bcc0a0c9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md +++ /dev/null @@ -1,83 +0,0 @@ ---- -title: Group Data -author: Anna Gubareva ---- -# Group Data - -## Group a Report's Data -Do the following to group data in your report: - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. -2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Group** and select the required data field in the invoked drop-down menu. - - ![](../../../../../images/eurd-win-group-data-select-field.png) - - > [!Note] - > See the [Group Data by a Custom Field](group-data-by-a-custom-field.md) tutorial to learn how to group a report's data by a custom field. - - This creates an empty [Group Header](../../introduction-to-banded-reports.md) with a corresponding group field added to its **Group Fields** collection. You can access this collection by clicking the Group Header's smart tag. - - ![](../../../../../images/eurd-win-group-header-group-fields-property.png) - - You can use the **Group Field Collection Editor** to group data by multiple criteria. Click **Add** to create a new group field and specify its **Field Name** property. - - Use the up and down arrow buttons to specify the order in which these criteria are applied to the report's data. - - ![](../../../../../images/eurd-win-group-field-collection-editor.png) - -3. Back in the **Group and Sort** panel, you can specify the group fields' sorting order (ascending or descending). - - Select **None** if your groups are already ordered in the data source, and you do not need to sort them in the report. - - ![](../../../../../images/eurd-win-group-data-sort-order.png) - - -4. Click **Show Footer** to create an empty footer for this group. - - ![](../../../../../images/eurd-win-group-data-show-footer.png) - -5. When a report has multiple groups, you can change their order by clicking **Move Up** or **Move Down**. - - ![](../../../../../images/eurd-win-group-data-move-up-and-down.png) - - The following images illustrate how a report looks when it is grouped by multiple criteria: - - | A single group with multiple group fields | Nested group header bands | - |---|---| - | ![](../../../../../images/eurd-win-group-data-multiple-fields-example.png) | ![](../../../../../images/eurd-win-group-data-nested-fields-example.png) | - -6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto the group footer to display the group field's value in the report. - - ![](../../../../../images/eurd-win-group-data-drop-group-field.png) - -The resulting report looks as follows: - -![](../../../../../images/eurd-win-group-data-result.png) - -## Specify the Group's Settings -You can use the group band's smart tag to customize the group's layout settings: - -* Use the **Group Union** property to keep a group's content on the same page when possible. - - ![](../../../../../images/eurd-win-group-data-group-union-property.png) - -* Use the **Keep Together** property to print the Group Header/Footer on the same page as the group's contents. - - ![](../../../../../images/eurd-win-group-data-keep-together-property.png) - -* Use the **Repeat Every Page** property to print the group band on each page. - - ![](../../../../../images/eurd-win-group-data-repeat-every-page-property.png) - -* Use the **Page Break** property to start a new page before or after each group. - - ![](../../../../../images/eurd-win-group-data-page-break-property.png) - -When you need to display page numbers for individual groups, add the [Page Info](../../use-report-elements/use-basic-report-controls/page-info.md) control to the Group Header or Footer and set its **Running Band** property to the Group Header's name. - -![](../../../../../images/eurd-win-group-data-page-numbers.png) - -Accurate page numbering requires that different groups do not appear on the same page. For this reason, you need to set the Group Header's **Page Break** property to **After Band**, or place the **Page Break** control at the band's bottom. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md deleted file mode 100644 index 5e4063e198..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Sort Data by a Custom Field -author: Anna Gubareva ---- -# Sort Data by a Custom Field - -This tutorial illustrates how to sort a report against a custom criteria, in particular, sort data by the number of characters in the data field value. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. - -2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. - - ![](../../../../../images/eurd-win-sort-data-create-calculated-field.png) - -3. Select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. - - ![](../../../../../images/eurd-win-sort-data-calculated-field-settings.png) - - -4. In the invoked **Expression Editor**, select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **Len([ProductName])** function to return the number of characters extracted from the **ProductName** data field. - - ![](../../../../../images/eurd-win-sort-data-calculated-field-expression.png) - - Click **OK** to close the editor and save the changes. -5. In the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Sort** and select the calculated field from the invoked drop-down menu. - - ![](../../../../../images/eurd-win-sort-data-by-calculated-field.png) - - The **Sort Order** drop-down list allows you to define the sort order within the group (ascending or descending). - -6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - - ![](../../../../../images/eurd-win-sort-data-by-calculated-field-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md deleted file mode 100644 index 74a667e118..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Sort Data -author: Anna Gubareva ---- -# Sort Data - -## Sort a Report's Data -Do the following to sort data in your report: - -1. Create a new or open an existing data-bound report. - - You cannot apply sorting unless your report is bound to a data source. -2. Switch to the [Group and Sort](../../report-designer-tools/ui-panels/group-and-sort-panel.md) panel, click **Add a Sort** and select the required data field in the invoked drop-down menu. - - ![](../../../../../images/eurd-win-sort-data-select-field.png) - - > [!Note] - > See the [Sort Data by a Custom Field](sort-data-by-a-custom-field.md) tutorial to learn how to sort a report's data by a custom field. - - This adds a corresponding sort field to the **Sort Fields** collection. You can access this collection by clicking the Detail band's smart tag. - - ![](../../../../../images/eurd-win-sort-fields-collection.png) - -3. Back in the **Group and Sort** panel, you can specify the sort order (ascending or descending). - - ![](../../../../../images/eurd-win-sort-data-sort-order.png) - -4. When a report has multiple sort fields, you can change their order by clicking **Move Up** or **Move Down**. - - ![](../../../../../images/eurd-win-sort-data-move-up-and-down.png) - -6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - - ![](../../../../../images/eurd-win-sort-data-result.png) - - -## Interactive Sorting in Print Preview -You can allow sorting report data directly in Print Preview by clicking a designated element. - -![](../../../../../images/eurd-win-sort-data-in-print-preview.png) - -See [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for more information. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md deleted file mode 100644 index eaadffca24..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Sort Groups by a Summary Function's Result -author: Anna Gubareva ---- -# Sort Groups by a Summary Function's Result - -This tutorial explains how to sort groups by a summary function result, in particular, by the number of records groups contain. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. -2. [Group the report](group-data.md) by the required data field, [calculate the record count](../calculate-summaries/calculate-a-summary.md) in each group and construct the required report layout. - - ![](../../../../../images/eurd-win-group-by-summary-layout.png) - -3. Click the Group Header band's smart tag, and click the **Sorting Summary** property's ellipsis button. - - In the invoked **Group Sorting Summary Editor**, turn on the **Enabled** option, set the **Field** option to the data field from the Detail band, and set the **Summary function** to **Count**. - - ![](../../../../../images/eurd-win-group-by-summary-settings.png) - - In this editor, you can also define the sorting direction for the group, as well as specify whether or not the **Null** values should be ignored. - - Click **OK** to apply the changes and close the dialog. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-group-by-summary-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md deleted file mode 100644 index bd82e0223f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Conditionally Change a Band's Visibility -owner: Vera Gorbyliova -seealso: [] ---- -# Conditionally Change a Band's Visibility - -This topic describes how to change the report band's visibility. - -Set a band's **Visible** property to an expression to conditionally change the band's visibility based on a field's value or a parameter. - -The report created in this tutorial contains two Detail **sub-bands** with different report controls. These sub-bands are used to display discontinued and current products. - -![1](../../../../../images/conditionally-change-a-bands-visibility.png) - -The steps below demonstrate how to change a band's visibility based on a field's value. - -1. Select a band and switch to the **Properties** panel. Choose **Expressions** ![](../../../../../images/conditionally-change-a-bands-visibility-expression-button.png) and click the **Visible** property's ellipsis button. - - ![](../../../../../images/conditionally-change-a-bands-visibility-visible-button.png) - -2. In the invoked **Expression Editor**, specify the expression. - - ![](../../../../../images/conditionally-change-a-bands-visibility-first-expression.png) - - Here, the **[Discontinued] == false** expression is set for the **SubBand1** and the **[Discontinued] == true** expression for the **SubBand2**. These expressions specify the **Visible** property based on the **Discontinued** data field's value. - -The **Preview** below displays how changes to band visibility influence the Product List. The **SubBand1** is used to display products that have the **Discontinued** field set to **false**, and the **SubBand2** is used to display discontinued products. - -![](../../../../../images/conditionally-change-a-bands-visibility-result.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md deleted file mode 100644 index 69b8bfebe2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md +++ /dev/null @@ -1,43 +0,0 @@ ---- -title: Conditionally Change a Control's Appearance -author: Anna Gubareva ---- -# Conditionally Change a Control's Appearance - -This document describes how to change a report control's appearance based on a specific condition. - -1. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) and right-click the **Styles** category to create a new visual style. - - ![](../../../../../images/eurd-win-shaping-create-new-report-style.png) - -2. Right-click the created style and select **Edit Styles**. - - ![](../../../../../images/eurd-win-shaping-edit-report-styles.png) - -3. In the invoked **Styles Editor**, customize the created style's appearance settings. - - ![](../../../../../images/eurd-win-shaping-customize-style-settings.png) - -4. Create another style by cloning the existing one. - - ![](../../../../../images/eurd-win-shaping-clone-a-style.png) - -5. Customize the new style's appearance settings and close the editor. - - ![](../../../../../images/eurd-win-shaping-cloned-style-settings.png) - -6. Back in the Report Explorer, select a report element to which you wish to assign the created styles. - - ![](../../../../../images/eurd-win-shaping-select-element-in-report-explorer.png) - -7. Open the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Appearance** tab, click the **Style** property's marker and select **Style Expression** in the context menu. - - ![](../../../../../images/eurd-win-shaping-style-name-expression-property.png) - -8. In the invoked **Expression Editor**, specify the required condition for switching between the created styles. - - ![](../../../../../images/eurd-win-shaping-style-name-expression.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to view the resulting report. - -![](../../../../../images/eurd-win-shaping-change-appearance-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md deleted file mode 100644 index c81975db28..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Conditionally Change a Label's Text -author: Anna Gubareva ---- -# Conditionally Change a Label's Text - -This document describes how to display different values in a report control based on a specified logical condition. - -After you [bound your report to data](../../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can make this control display different values based on a specified logical condition: - -1. Invoke the control's smart tag and click its **Expression** property's ellipsis button. - - ![](../../../../../images/eurd-win-shaping-label-expression-property-for-custom-text.png) - -2. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). - - ![](../../../../../images/eurd-win-shaping-label-expression-for-custom-text.png) - - Use the **Iif** function to define the condition. For example: - - **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])** - - This expression means that if the data field's value is zero, the control's text is set to '**None**'; otherwise, it displays the actual field value. - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can see the report control displaying the assigned values. - -![](../../../../../images/eurd-win-shaping-label-custom-text-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md deleted file mode 100644 index 14228fafb3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Conditionally Filter Report Data -author: Anna Gubareva ---- -# Conditionally Filter Report Data - -This document describes how to filter a report's data based on a specific condition. - -1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click the **Parameters** section and add a new report parameter. - - ![](../../../../../images/eurd-win-shaping-filter-add-parameter.png) - -2. Specify the parameter's description in Print Preview and set its type to **Number (Integer)**. - - ![](../../../../../images/eurd-win-shaping-filter-parameter-settings.png) - -3. Select the report's detail band and switch it to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Navigate to its **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. - - ![](../../../../../images/eurd-win-shaping-filter-visible-property.png) - -4. In the invoked **Expression Editor**, specify the required visibility condition. For example: - - ![](../../../../../images/eurd-win-shaping-filter-expression.png) - - The expression above enables/disables the **Visible** property depending on whether the field value is below the specified parameter value. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-shaping-filter-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md deleted file mode 100644 index 7ba1af808a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Conditionally Suppress Controls -author: Anna Gubareva ---- -# Conditionally Suppress Controls - -This document describes how to display or hide a report control in a published document based on a specified logical condition. - -1. [Create a new report](../../add-new-reports.md) or open an existing one and prepare the report layout. - - ![](../../../../../images/eurd-win-shaping-suppress-initial-layout.png) - -2. Select the required control and switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Open the **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. - - ![](../../../../../images/eurd-win-shaping-suppress-visible-property.png) - -3. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). - - ![](../../../../../images/eurd-win-shaping-suppress-expression.png) - - Use the **Iif** function to define the required condition. For example: - - **Iif([Discontinued] == False, False, [Discontinued])** - - This expression means that if the data field's value is **False**, the control's **Visible** property is disabled. - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can view the report control's visibility changes according to the assigned condition. - -![](../../../../../images/eurd-win-shaping-suppress-result.png) - -> [!Note] -> See [Hide Table Cells](../../use-report-elements/use-tables/hide-table-cells.md) to learn how to conditionally suppress table cells and define the mode for processing them. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md deleted file mode 100644 index d2571ba825..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Display Average Values in Charts -author: Margarita Zakhodyaeva ---- -# Display Average Values in Charts - -The following tutorial explains how to bind a chart’s constant line to an expression that calculates the average of all displayed values. - -## Bind a Constant Line to an Expression - -Select the **Chart** control. The “f” button appears next to the selection. Click this button to invoke the Expression Editor: - -![Invoke the Expression Editor](~/reporting-for-desktop/images/xrcontrol-invoke-the-expression-editor.png) - -In the invoked editor, specify the following expression for the **Axis Value** property and click OK. - -`[CategoriesProducts].Avg([UnitPrice])` - -![Bind a constant line to an expression](~/reporting-for-desktop/images/specify-expression-in-the-expression-editor.png) - -## See the Result - -Run the application. Constant lines show average product prices in each category. - -![Result](~/reporting-for-desktop/images/average-price-example.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md deleted file mode 100644 index ee9e2c7140..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Limit the Number of Records per Page -author: Anna Gubareva ---- -# Limit the Number of Records per Page - -This document describes how to specify the number of data source records displayed on report pages. - -After you [bound your report to data](../../bind-to-data.md) and provided content to the report's [Detail band](../../introduction-to-banded-reports.md), you can limit the number of records each report page displays. This example demonstrates how to pass the required record count as a parameter value. - -1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click the **Parameters** section and add a new report parameter. - - ![](../../../../../images/eurd-win-shaping-filter-add-parameter.png) - -2. Specify the parameter's description displayed in Print Preview and set its type to **Number (Integer)**. - - ![](../../../../../images/eurd-win-shaping-limit-parameter-settings.png) - -3. Drop a [Page Break](../../use-report-elements/use-basic-report-controls/page-break.md) control onto the report's detail band and switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Open the **Behavior** tab, click the **Visible** property's marker and select **Visible Expression** in the context menu. - - ![](../../../../../images/eurd-win-shaping-page-break-visible-property.png) - -4. In the invoked **Expression Editor**, specify the required [expression](../../use-expressions.md). - - ![](../../../../../images/eurd-win-shaping-page-break-visible-expression.png) - - For example: - - **([DataSource.CurrentRowIndex] % ?parameter1 == 0) And ([DataSource.CurrentRowIndex] !=0)** - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can specify how many rows each report page should display by entering the corresponding parameter value: - -![](../../../../../images/eurd-win-shaping-limit-rows-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md deleted file mode 100644 index 2dda0f696c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Calculate an Aggregate Function -author: Anna Gubareva ---- -# Calculate an Aggregate Function -This tutorial describes the steps required to create a report with an _aggregate function_. In this example, products that are not discontinued and have a total unit value greater than _$500_ will be displayed. -1. Create a new or open an existing data-bound report. This tutorial starts with the following report layout: - - ![](../../../../../images/eurd-win-aggreagate-function-initial-layout.png) - -2. Create a new [calculated field](calculated-fields-overview.md) and set the field name to "AggregateField". - -3. Select the calculated field, switch to the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) and click the **Expression** property's ellipsis button. - - ![](../../../../../images/eurd-win-aggreagate-field-expression-property.png) - -4. In the invoked **Expression Editor**, double click the **[CategoriesProducts]** field and choose **Functions** | **Aggregate**. Then, double click the **Count()** function and insert the following text into the empty square brackets: - - _"Not[Discontinued]And[UnitTotal] >= 500"._ - - ![](../../../../../images/eurd-win-aggreagate-field-expression.png) - - To construct a valid aggregate expression, use the following format, which consists of four parts. - - _[\][\].\(\)_ - - * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. - * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). - * _\_ - Specifies one of the available aggregate functions. - * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. - - You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. - - For more information, see [Expression Language](../../use-expressions/expression-language.md). - -5. Click **OK** to close the dialog and save the expression. - -6. Add three [Labels](../../use-report-elements/use-basic-report-controls/label.md) to the [Detail Band](../../introduction-to-banded-reports.md) and customize their content as shown in the following image: - - ![](../../../../../images/eurd-win-aggreagate-function-complete-layout.png) - -The report is now ready. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-aggreagate-function-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md deleted file mode 100644 index 9b537c5f62..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md +++ /dev/null @@ -1,74 +0,0 @@ ---- -title: Calculated Fields Overview -author: Anna Gubareva ---- -# Calculated Fields Overview - -Calculated fields allow you to pre-process a report's input data, based on a certain expression. So, using calculated fields allows you to apply complex expressions to one or more data fields that are obtained from your report's underlying data source. Moreover, you can both [group](../../shape-report-data/group-and-sort-data/group-data.md) and [sort](../../shape-report-data/group-and-sort-data/sort-data.md) your report data based on a calculated field's value. - -## Calculated Fields Overview - -To create a calculated field, switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), right-click any item inside the data source and select **Add Calculated Field**. - -![](../../../../../images/eurd-win-add-calculated-field.png) - - Right-click the calculated field in the **Field List** and select **Edit Expression**. Alternatively, you can select the calculated field, and in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), click the **Expression** property's ellipsis button. - -![](../../../../../images/eurd-win-calculated-field-eidt-expression.png) - -In the invoked **Expression Editor**, construct the required expression. You can use data fields, [report parameters](../../use-report-parameters.md), predefined constants as well as various date-time, logical, math and string functions. See the next document section for more information about expression syntax. - -![](../../../../../images/eurd-win-calculated-field-expression.png) - -> [!NOTE] -> The Expression Editor displays only those data fields that are obtained from a data source specified by the calculated field's **Data Source** and **Data Member** property values. - -The report's **Calculated Fields** property provides access to the calculated field collection. - -![](../../../../../images/eurd-win-calculated-field-collection-editor.png) - -You can click the **Add Calculated Field** button in the [Toolbar](../../report-designer-tools/toolbar.md)'s **Home** tab to invoke the **Calculated Field Collection Editor**. - -![](../../../../../images/eurd-win-calculated-field-add-via-toolbar.png) - -You can drag the calculated field from the **Field List** onto the required band like an ordinary data field. - -![](../../../../../images/eurd-win-calculated-field-drop-onto-band.png) - -You can also group and sort your report data based on the calculated field values. - -## Expression Syntax -A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using a question mark before their names. - -A calculated field's expression can evaluate the values of other calculated fields if you make sure to avoid circular references. - -Date-time constants must be wrapped in hashtags (**#**) (e.g., **[OrderDate] >= #1/1/2009#**). To represent a null reference (one that does not refer to any object), use a question mark (e.g., **[Region] != ?**). To denote strings, use apostrophes (**'**), otherwise an error will occur. - -To embed an apostrophe into an expression's text, it should be preceded by another apostrophe (e.g., **'It''s sample text'**). - -The type of a value returned by a calculated field is defined by its **Field Type** property. - -If a calculated field expression involves the use of different types, it is necessary to convert them to the same type (e.g., **Max(ToDecimal([Quantity]),[UnitPrice])**) - -Although a value that is returned by a calculated field is usually converted to a string (to be displayed in a text-aware report control), it can return a value of any kind. For example, if a database field contains an image, you can set a calculated field's expression to "=...", after which this calculated field can be bound to the [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md) control. - -To construct a valid aggregate expression, use the following format, which consists of four parts. - -_[\][\].\(\)_ - -* _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. -* _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). -* _\_ - Specifies one of the available aggregate functions. -* _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. - -You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. - -For more information, see [Expression Language](../../use-expressions/expression-language.md). - -## Examples -The following tutorials demonstrate the use of calculated fields in various environments: - -* [Calculate an Aggregate Function](calculate-an-aggregate-function.md) -* [Calculate a Weighted Average Function](../calculate-summaries/calculate-a-weighted-average.md) -* [Sort Data by a Custom Field](../../shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md) -* [Group Data by a Custom Field](../../shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md deleted file mode 100644 index 32ffc148a5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Binding Modes -author: Anna Gubareva ---- -# Data Binding Modes - -The Report Designer works in one of the following data binding modes: - -* **Expressions** is the default binding mode. - - This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](expression-language.md#functions). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). - - Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. - - ![Property Marker](../../../../images/eurd-win-binding-modes-property-marker.png) - - The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. - - ![Expression Editor](../../../../images/eurd-win-binding-modes-expression-editor.png) - -* **Expressions Advanced** is the advanced Expression mode. - - This mode enables you to specify an expression that is evaluated within a control's specific event. - - ![property-grid-expression-advanced-tab](../../../../images/eurd-win-binding-modes-expressions-advanced.png) - - The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](expression-language.md) section. - - In the **BeforePrint** event, you can use data fields from all queries in the data source. - - ![Expression Editor for the BeforePrint event](../../../../images/eurd-win-binding-modes-data-fields.png) - - In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](expression-language.md) section. - - ![Expression Editor for the PrintOnPage event](../../../../images/eurd-win-binding-modes-event-arguments.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expression-language.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expression-language.md deleted file mode 100644 index f3a999f3b6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expression-language.md +++ /dev/null @@ -1,371 +0,0 @@ ---- -title: Expression Language -owner: Mary Sammal ---- -# Expression Language - -This section describes the report-specific expression syntax. - -## Expression Syntax - -An expression is a text string that specifies what data to take and how to process it to obtain a value. For instance, the following expression returns an integer value of `5`: - -` -3 + 2 -` - -An expression string can consist of multiple lines that include constants, operators, function calls, fields or parameters, report items, and comments: - -``` -/* -This expression is set for the Visible property of a control -to show/hide the control based on the ShowTotalAmount parameter value. -*/ - -Iif ( - ?ShowTotalAmount == True, - True, - False - ) -``` - -## Constants - -* String constants - Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. - ``` - [Country] == 'France' - [Name] == 'O''Neil' - ``` - -* Date-time constants - Wrap date-time constants in '#'. - ``` - [OrderDate] >= #2018-03-22 13:18:51.94944# - ``` - -* True - The Boolean True value. - ``` - [InStock] == True - ``` - -* False - The Boolean False value. - ``` - [InStock] == False - ``` - -* Enumeration - Specify an enumeration value by its underlying integer value. - ``` - [Status] == 1 - ``` - -* Guid - Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. - ``` - [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} - ``` - -* Numeric - Specify numeric constant types in a string form by suffixes: - * Int32 (int) - _1_ - * Int16 (short) - _1s_ - * Byte (byte) - _1b_ - * Double (double) - _1.0_ - * Single (float) - _1.0f_ - * Decimal (decimal) - _1.0m_ - - | Value | Suffix | Example | - | --- | --- | --- | - | 32-bit integer | No suffix | [CategoryID] == _1_ | - | 16-bit integer | s | [CategoryID] == _1s_ | - | Byte | b | [CategoryID] == _1b_ | - | Double-precision floating-point number | No suffix | [Length] == _1.0_ | - | Single-precision floating-point number | f | [Length] == _1.0f_ | - | Decimal floating-point number | m | [Price] == _25.0m_ | - -* ? - A null reference that does not refer to any object. - We recommend that you use the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead of **?**. - ``` - [Region] != ? - ``` - -## Operators - -* \+ - Adds the value of one numeric expression to another or concatenates two strings. - ``` - [UnitPrice] + 4 - [FirstName] + ' ' + [LastName] - ``` - -* \- - Finds the difference between two operands. - ``` - [Price1] - [Price2] - ``` - -* \* - Multiplies the value of two operands. - ``` - [Quantity] * [UnitPrice] - ``` - -* / - Divides the first operand by the second. - ``` - [Quantity] / 2 - ``` - -* % - Divides one numeric operand by the other and returns the remainder (modulus). - ``` - [Quantity] % 3 - ``` - -* | - Performs a bitwise inclusive OR operation on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. - ``` - [Number] | [Number] - ``` - -* & - The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If the two bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. - ``` - [Number] & 10 - ``` - -* ^ - Performs a bitwise exclusive OR operation on two numeric expressions. - ``` - [Number] ^ [Number] - ``` - -* == - Returns **True** if both operands are equal; otherwise, it returns **False**. - ``` - [Quantity] == 10 - ``` - -* != - Returns **True** if the operands are not equal; otherwise, it returns **False**. - ``` - [Country] != 'France' - ``` - -* < - Less than operator. Used to compare expressions. - ``` - [UnitPrice] < 20 - ``` - -* <= - Less than or equal to operator. Used to compare expressions. - ``` - [UnitPrice] <= 20 - ``` - -* >= - Greater than or equal to operator. Used to compare expressions. - ``` - [UnitPrice] >= 30 - ``` - -* > - Greater than operator. Used to compare expressions. - ``` - [UnitPrice] > 30 - ``` - -* In (,,,) - Tests for the existence of a property in an object. - ``` - [Country] In ('USA', 'UK', 'Italy') - ``` - -* Between (,) - Specifies a range to test. Returns **True** if a value is greater than or equal to the first operand and less than or equal to the second operand. - ``` - [Quantity] Between (10, 20) - ``` - -* And (&&) - Performs a logical conjunction on two Boolean expressions. - ``` - [InStock] And ([ExtendedPrice]> 100) - [InStock] && ([ExtendedPrice]> 100) - ``` - -* Or (||) - Performs a logical disjunction on two Boolean expressions. - ``` - [Country]=='USA' Or [Country]=='UK' - [Country]=='USA' \|| [Country]=='UK' - ``` - -* ~ - Performs a bitwise negation on a numeric expression. - ``` - ~[Roles] = 251 - ``` - -* Not (!) - Performs a logical negation on a Boolean expression. - ``` - Not [InStock] - ![InStock] - ``` - -* + - Returns a numeric expression's value (a unary operator). - ``` - +[Value] = 10 - ``` - -* - - Returns the negative of a numeric expression's value (a unary operator). - ``` - -[Value] = 20 - ``` - -* Is Null - Returns **True** if an expression is a null reference (one that does not refer to any object). - ``` - [Region] is null - ``` - -## Operator Precedence - -When an expression contains multiple operators, these operators are evaluated in the following sequence: - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* The '.' relationship qualifier (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* Unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -Group elements with parentheses to change operator precedence. For instance, operators are applied in the default order in the following expression: - -`Accounts[Amount == 2 + 48 * 2]` - -In the next expression, the addition operation is applied first, because its associated elements are grouped with parentheses, and the multiplication operation is applied last. - -`Accounts[Amount == (2 + 48) * 2]` - -## Functions - -The expression language includes a set of functions that extend an expression's capabilities: - -* Logical functions -* Date and time functions -* Math functions -* String functions -* Functions for expression bindings and calculated fields -* Functions for stored procedures -* Functions for the Summary Expression Editor - -You can also implement custom functions. - -See the following topic for a complete list of functions that are available in expressions: [Functions in Expressions](functions-in-expressions.md). - -## Case Sensitivity - -Operators are case-insensitive. Case sensitivity of values can depend on the data source. For instance, SQL Server Express 2005 is configured as case-insensitive. In this case, the following [filter expression](../shape-report-data/filter-data/filter-data-at-the-report-level.md) always evaluates to **True**: - -`Lower(Name) == Upper(Name)` - -## Escape Keywords - -You can mark a keyword-like field name with the **@** escape character. In the expression below, the **CriteriaOperator.Parse** method interprets `@Or` as a field named **Or**, not the logical operator OR. - -`@Or = 'value'` - -## Escape Characters - -Use a backslash (`\`) as an escape character for characters in an expression, as shown below: - -`\[` - -`\\` - -`\'` - -Use an apostrophe (`'`) as an escape character for string literals: - -`'A parameter''s value is:' + ?parameter1` - -## Data Fields and Calculated Fields - -Enclose a data field or calculated field's name in square brackets (```[``` and ```]```): - -``` -/* -This expression is set for a control's Text property -to bind the control to the UnitPrice data field. -*/ -[UnitPrice] -``` - -Ensure that the field with the specified name exists in the report's data source and data member. - -You can refer to data fields from a data member that is not specified as the report's data member (only the first record is returned): - -``` -/* -This expression is set for a control's Text property -to bind the control to the UnitPrice data field from the Products data member -(the report is not bound to Products). -*/ -[Products].[UnitPrice] -``` - -## Report Parameters - -Use the following syntax to insert [report parameters](../use-report-parameters.md) in an expression: - -- Type a question mark before a parameter's name. - - `?parameter1` - -- (*Obsolete*) Use the "Parameters." prefix in front of a report parameter's name. - - `[Parameters.parameter1]` - -## Enumerations - -Do one of the following to assign an enumeration value to a property: - -- Specify an enumeration value by its underlying integer value. - - `[Borders] = 1` - -- The **Expression Editor** can help you specify a string value for built-in enumerations: - - ![Enumeration in Expression Editor](../../../../images/eurd-win-enumerations-in-expression-editor.png) - -## Comments - -The expression language supports comments. For example: - -``` -/* -This is a comment within an expression. -*/ -``` - -Comments start with the ```/*``` sequence and end at the matching ```*/``` sequence. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md deleted file mode 100644 index 89f43510c8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md +++ /dev/null @@ -1,90 +0,0 @@ ---- -title: Expressions Overview -owner: Sergey Andreev ---- -# Expressions Overview - -Use expressions to accomplish the following tasks: -* [Retrieve data](../use-report-elements/bind-controls-to-data.md) -* [Format data values](../shape-report-data/format-data.md) -* [Create calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md) -* [Calculate summaries](../shape-report-data/calculate-summaries.md) -* [Specify conditions for report elements](../shape-report-data/specify-conditions-for-report-elements.md) -* [Specify conditions for data source queries](../bind-to-data/specify-query-parameters.md) - -## How to Specify an Expression - -In the Report Designer, properties that support expressions have an ellipsis button in the value editor. Click this button to invoke the [Expression Editor](#expression-editor). - -![The Ellipsis Button](../../../../images/eurd-win-expressions-ellipsis.png) - -As an alternative, you can use the [Properties](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) window to set expressions that specify property values. Click the `f` button to specify an expression in the invoked Expression Editor. - -![Properties Window - f Buttons](../../../../images/eurd-win-properties-window-f-buttons.png) - -In **Expressions Advanced** mode, the Report Designer allows you to specify expressions that are evaluated within specific events: - -* The **BeforePrint** event where you can use data fields from all queries in the data source. -* The **PrintOnPage** event fetches the number of pages in the report and the current page. You can use these variables to specify conditions for report items. - -See the following topic for more information: [Data Binding Modes](data-binding-modes.md). - -## Expression Editor - -The Report Designer's Expression Editor has a graphical interface that allows you to create and edit expressions. - -![Expression Editor](../../../../images/eurd-win-expression-editor.png) - -Use one of the following ways to invoke the Expression Editor: - -* Select a report, band, or control. The `f` button appears next to the selection. Click this button to invoke the Expression Editor. - - ![The f Button Near the Control](../../../../images/eurd-win-smarttag-f-button.png) - -* In the **Properties** window, if an expression can be set for a property, the `f` button appears near the value editor. Click this button to invoke the Expression Editor. - - ![Properties Window - f Buttons](../../../../images/eurd-win-properties-window-f-buttons.png) - - The `f` button changes its color to blue to indicate that an expression is set for a property. - - ![The f Button Indicates that an Expression is Set](../../../../images/eurd-win-properties-window-f-button-blue.png) - -The Editor lists all properties for which you can specify an expression. - -![Properties List in the Expression Editor](../../../../images/eurd-win-expression-editor-properties-list.png) - -Click a property to specify an expression. - -An `f` icon appears next to a property where an expression is set. Additionally, an asterisk (`*`) appears if an expression is modified. - -![The Text Expression Is Modified](../../../../images/eurd-win-expression-editor-properties-list-modified-expression.png) - -The Editor highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). - -![Intellisense in the Expression Editor](../../../../images/eurd-win-expression-editor-intellisense.png) - -The Expression Editor displays all the errors it finds in the specified expression. - -![Expressions_ExpressionEditor_ErrorValidation](../../../../images/eurd-win-expression-editor-syntax-error.png) - -The Editor lists a tree with language elements and items that you can use in an expression. - -![Items to Use in Expressions](../../../../images/eurd-win-expression-editor-expression-items.png) - -## FilterString Editor - -You can use the Report Designer's **FilterString Editor** to specify the **FilterString** property of a report, [Cross Tab](../use-report-elements/use-cross-tabs.md), or [Chart Series](../use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md). - -The **FilterString Editor**'s visual interface allows you to use an unlimited number of conditions and combine them with logical operators to create filter criteria. You can also switch to Text mode and type a filter string. - -![FilterString Editor](../../../../images/eurd-win-filterstring-editor.png) - -The **FilterString Editor** highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). - -![Syntax Highlight](../../../../images/eurd-win-filterstring-editor-intellisense.png) - -## Expression Syntax - -An expression can include field names, constants, operators, functions, data fields, and parameters. - -See the following topic for more information: [Expression Language](expression-language.md). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md deleted file mode 100644 index b447405fe2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md +++ /dev/null @@ -1,498 +0,0 @@ ---- -title: 'Functions in Expressions' -owner: Sergey Andreev ---- -# Functions in Expressions - -This topic lists the functions that you can use in an [expression](expressions-overview.md). - -## Aggregate Functions - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Evaluates the average of the values in the collection. | [Products].Avg([UnitPrice]) | -| Count() | Returns the number of objects in a collection. | [Products].Count() | -| Exists() | Determines whether the object exists in the collection. | [Categories][[CategoryID] == 7].Exists() | -| Join() | Concatenates all Expression values in the _Collection_ based on the specified _Condition_ (optional) into a single string separated by the specified _Separator_ (optional). If you do not specify a _Separator_, the function uses a comma.
The function has the following overloads:
`[Collection][Condition].Join(Expression)`
`[Collection][Condition].Join(Expression, Separator)`| The following expression concatenates _CompanyName_ field values within a report grouped by the _CategoryID_ field into a single string separated by a semicolon:
`[][[CategoryID] == [^.CategoryID]].Join([CompanyName], ';')`| -| Max(Value) | Returns the maximum expression value in a collection. | [Products].Max([UnitPrice]) | -| Min(Value) | Returns the minimum expression value in a collection. | [Products].Min([UnitPrice]) | -| Single() | Returns an object if it is the only element in a collection. | [Accounts].Single() is not null | -| Single(Expression) | You can pass an expression as a parameter: *[Collection][Condition].Single(Expression)*. This function returns the _Expression_ if the _Collection_ contains only one object that meets the specified _Condition_ (optional). | [Collection].Single([Property1]) - returns the found object's property value.| -| Sum(Value) | Returns the sum of all expression values in the collection. | [Products].Sum([UnitsInStock]) | - -## Date and Time Functions - -## Date and Time Functions - -| Function | Description | Example | -|---|---|---| -| IsThisWeek(Date) | Returns `True` if the specified date falls within the current week.| _Example_: `IsThisWeek([OrderDate])` | -|IsThisMonth(Date) | Returns `True` if the specified date falls within the current month.
To create the **IsThisMonth** operator using the [CriteriaOperator.Parse](/CoreLibraries/DevExpress.Data.Filtering.CriteriaOperator.Parse.overloads?v=25.1) method, use the following syntax: **CriteriaOperator.Parse(“IsThisMonth(StartDate)”)**. | _Example_: `IsThisMonth([OrderDate])` | -|IsThisYear(Date) | Returns `True` if the specified date falls within the current year. | _Example_: `IsThisYear([OrderDate])` | -|LocalDateTimeLastMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is one month before the current date, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeLastMonth(), 5)` | -|LocalDateTimeLastYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the previous year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeLastYear(), 5)` | -|LocalDateTimeTwoMonthsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the month after the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeTwoMonthAway(), 5)` | -|LocalDateTimeTwoYearsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the year after the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeTwoYearsAway(), 5)` | -|LocalDateTimeYearBeforeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the date one year ago, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeYearBeforeToday(), 5)` | -|InDateRange(Date, FromDate, ToDate) | Returns `True` if the date part of the first operand is greater than or equal to the date part of the second operand and less than or equal to the date part of the third operand. Otherwise, returns `False`. If operands cannot be compared, returns `null`. | _Example_: `InDateRange([OrderDate], #2022-01-01 00:00:00#, #2022-12-31 23:59:59#)` | -|IsJanuary(Date) | Returns True if the specified date falls within January. | _Example_: `IsJanuary([OrderDate])` | -|IsFebruary(Date) | Returns True if the specified date falls within February. | _Example_: `IsFebruary([OrderDate])` | -|IsMarch(Date) | Returns True if the specified date falls within March. | _Example_: `IsMarch([OrderDate])` | -|IsApril(Date) | Returns True if the specified date falls within April. | _Example_: `IsApril([OrderDate])` | -|IsMay(Date) | Returns True if the specified date falls within May. | _Example_: `IsMay([OrderDate])` | -|IsJune(Date) | Returns True if the specified date falls within June. | _Example_: `IsJune([OrderDate])` | -|IsJuly(Date) | Returns True if the specified date falls within July. | _Example_: `IsJuly([OrderDate])` | -|IsAugust(Date) | Returns True if the specified date falls within August. | _Example_: `IsAugust([OrderDate])` | -|IsSeptember(Date) | Returns True if the specified date falls within September. | _Example_: `IsSeptember([OrderDate])` | -|IsOctober(Date) | Returns True if the specified date falls within October. | _Example_: `IsOctober([OrderDate])` | -|IsNovember(Date) | Returns True if the specified date falls within November. | _Example_: `IsNovember([OrderDate])` | -|IsDecember(Date) | Returns True if the specified date falls within December. | _Example_: `IsDecember([OrderDate])` | -|IsLastMonth(Date) | Returns True if the specified date falls within the previous month. | _Example_: `IsLastMonth([OrderDate])` | -|IsLastYear(Date) | Returns True if the specified date falls within the previous year. | _Example_: `IsLastYear([OrderDate])` | -|IsNextMonth(Date) | Returns True if the specified date falls within the next month. | _Example_: `IsNextMonth([OrderDate])` | -|IsNextYear(Date) | Returns True if the specified date falls within the next year. | _Example_: `IsNextYear([OrderDate])` | -|IsYearToDate(Date) | Returns `True` if the specified date falls within the period that starts from the first day of the current year and continues until the current date (including the current date). | _Example_: `IsYearToDate([OrderDate])` | -|IsSameDay(\[Date1\], \[Date2\]) | Returns `True` if the specified date/time value falls within the same day. | _Example_: `IsSameDay([OrderDate], [ShippedDate])` | -|LocalDateTimeDayAfterTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is two days after the current date, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeDayAfterTomorrow(), 5)` | -|LocalDateTimeLastWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days before the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeLastWeek(), 5)` | -|LocalDateTimeNextMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeNextMonth(), 5)` | -|LocalDateTimeNextWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days after the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeNextWeek(), 5)` | -|LocalDateTimeNextYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that corresponds to the first day of the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeNextYear(), 5)` | -|LocalDateTimeNow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current moment in time. | _Example_: `AddDays(LocalDateTimeNow(), 5)` | -|LocalDateTimeThisMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeThisMonth(), 5)` | -|LocalDateTimeThisWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeThisWeek(), 5)` | -|LocalDateTimeThisYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeThisYear(), 5)` | -|LocalDateTimeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the start of the current day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeToday(), 5)` | -|LocalDateTimeTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the next day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTomorrow(), 5)` | -|LocalDateTimeTwoWeeksAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the week after the next week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTwoWeeksAway(), 5)` | -|LocalDateTimeYesterday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the previous day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeYesterday(), 5)` | -|AddTicks(DateTime, AddTicks) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the specified number of ticks before or after a specified start date. | _Example_: `AddTicks([OrderDate], 500000)` | -|AddMilliSeconds(Time, MilliSecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of milliseconds before or after a specified start date/time.| _Example_: `AddMilliSeconds([StartTime], 200)` | -|AddSeconds(Time, SecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of seconds before or after a specified start date/time. | _Example_: `AddSeconds([StartTime], 120)` | -|AddMinutes(Time, MinutesCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of minutes before or after a specified start date/time. | _Example_: `AddMinutes([StartTime], 30)` | -|AddHours(Time, HoursCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of hours before or after a specified start date/time. | _Example_: `AddHours([StartTime], 5)` | -|AddDays(Date, DaysCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of days before or after a specified start date. | _Example_: `AddDays([OrderDate], 10)` | -|AddMonths(Date, MonthsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of months before or after a specified start date.| _Example_: `AddMonths([OrderDate], 3)` | -|AddYears(Date, YearsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of years before or after a specified start date. | _Example_: `AddYears([OrderDate], 2)` | -|AddTimeSpan(DateTime, TimeSpan) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that differs by a specified amount of time from a specified date. | _Example_: `AddTimeSpan([OrderDate], [Duration])` | -|DateDiffDay(StartDate, EndDate) | Returns the number of day boundaries between the specified dates. | _Example_: `DateDiffDay([OrderDate], Now())` | -|DateDiffMonth(StartDate, EndDate) | Returns the number of month boundaries between the specified dates. | _Example_: `DateDiffMonth([OrderDate], Now())` | -|DateDiffYear(StartDate, EndDate) | Returns the number of year boundaries between the specified dates. | _Example_: `DateDiffYear([OrderDate], Now())` | -|DateDiffMilliSecond(StartTime, EndTime) | Returns the number of millisecond boundaries between the specified dates/times. | _Example_: `DateDiffMilliSecond([StartTime], Now())` | -|DateDiffMinute(StartTime, EndTime) | Returns the number of minute boundaries between the specified dates/times.| _Example_: `DateDiffMinute([StartTime], Now())` | -|DateDiffSecond(StartTime, EndTime) | Returns the number of second boundaries between the specified dates/times.| _Example_: `DateDiffSecond([StartTime], Now())` | -|DateDiffHour(StartTime, EndTime) | Returns the number of hour boundaries between the specified dates/times. | _Example_: `DateDiffHour([StartTime], Now())` | -|DateDiffTick(StartDate, EndDate) | Returns the number of tick boundaries between the specified dates. | _Example_: `DateDiffTick([OrderDate], Now())` | -|GetDate(Date) | Returns the date part of the specified date.| _Example_: `GetDate([OrderDate])` | -|GetYear(Date) | Gets the year in the specified date. | _Example_: `GetYear([OrderDate])` | -|GetMonth(Date) | Gets the month in the specified date. | _Example_: `GetMonth([OrderDate])` | -|GetDay(Date) | Gets the day of the month in the specified date. | _Example_: `GetDay([OrderDate])` | -|GetDayOfYear(Date) | Gets the day of the year in the specified date. | _Example_: `GetDayOfYear([OrderDate])` | -|GetDayOfWeek(Date) | Gets the day of the week in the specified date. | _Example_: `GetDayOfWeek([OrderDate])` | -|GetHour(Time) | Returns the hours value in the specified date/time. | _Example_: `GetHour([StartTime])` | -|GetMinute(Time) | Returns the minutes value in the specified date/time. | _Example_: `GetMinute([StartTime])` | -|GetSecond(Time) | Returns the seconds value in the specified date/time.| _Example_: `GetSecond([StartTime])` | -|GetMilliSecond(Time) | Returns the milliseconds value in the specified date/time. | _Example_: `GetMilliSecond([StartTime])` | -|GetTimeOfDay(DateTime) | Gets the time part of the specified date. | _Example_: `GetTimeOfDay([OrderDate])` | -|Now() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date and time. | _Example_: `AddDays(Now(), 7)` | -|Today() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date. The time part is set to 00:00:00. | _Example_: `AddDays(Today(), 3)` | -|UtcNow() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) object that is the current date and time in Universal Coordinated Time (UTC). | _Example_: `AddDays(UtcNow(), 7)` | -|DateTimeFromParts(Year, Month, Day) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day])` | -|DateTimeFromParts(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour])` | -|DateTimeFromParts(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute])` | -|DateTimeFromParts(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute], [Second])` | -|DateOnlyFromParts(Year, Month, Day) | Returns a [DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value constructed from the specified Year, Month, and Day.| _Example_: `DateOnlyFromParts([Year], [Month], [Day])` | -|TimeOnlyFromParts(Hour, Minute) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute])` | -|TimeOnlyFromParts(Hour, Minute, Second) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second])` | -|TimeOnlyFromParts(Hour, Minute, Second, Millisecond) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second], [Millisecond])` | -|AfterMidday(Time) | Returns `True` if the specified time is after 12:00 PM. | _Example_: `AfterMidday([StartTime])` | -|BeforeMidday(Time) | Returns `True` if the specified time is before 12:00 PM. | _Example_: `BeforeMidday([StartTime])` | -|IsAfternoon(Time) | Returns `True` if the specified time falls between 12:00 PM and 6:00 PM. | _Example_: `IsAfternoon([StartTime])` | -|IsEvening(Time) | Returns `True` if the specified time falls between 6:00 PM and 9:00 PM. | _Example_: `IsEvening([StartTime])` | -|IsFreeTime(Time) | Returns `True` if the specified time falls within free time. | _Example_: `IsFreeTime([StartTime])` | -|IsLastHour(Time) | Returns `True` if the specified time falls within the last hour. | _Example_: `IsLastHour([StartTime])` | -|IsLunchTime(Time) | Returns `True` if the specified time falls within the lunch time. | _Example_: `IsLunchTime([StartTime])` | -|IsMorning(Time) | Returns `True` if the specified time falls within between 6:00 AM and 12:00 PM. | _Example_: `IsMorning([StartTime])` | -|IsNextHour(Time) | Returns `True` if the specified time falls within the next hour. | _Example_: `IsNextHour([StartTime])` | -|IsNight(Time) | Returns `True` if the specified time falls between 9:00 PM and 9:00 AM. | _Example_: `IsNight([StartTime])` | -|IsSameHour(Time) | Returns `True` if the specified time falls within the same hour. | _Example_: `IsSameHour([StartTime])` | -|IsSameTime(Time) | Returns `True` if the specified time falls within the same time of day (hour and minute). | _Example_: `IsSameTime([StartTime])` | -|IsThisHour(Time) | Returns `True` if the specified time falls within the hour. | _Example_: `IsThisHour([StartTime])` | -|IsWorkTime(Time) | Returns `True` if the specified time falls within work time. | _Example_: `IsWorkTime([StartTime])` | - -## Logical Functions - -* Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) - Returns one of several specified values depending upon the values of logical expressions. - - The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - - - Each odd argument specifies a logical expression. - - - Each even argument specifies the value that is returned if the previous expression evaluates to **True**. - - - **...** - - - The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **False**. - ``` - Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 4)") - ``` - -* IsNull(Value) - Returns True if the specified Value is NULL. - ``` - IsNull([OrderDate]) - ``` - -* IsNull(Value1, Value2) - Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. - ``` - IsNull([ShipDate], [RequiredDate]) - ``` - -* IsNullOrEmpty(String) - Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. - ``` - IsNullOrEmpty([ProductName]) - ``` - -## Math Functions - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -## Reporting Functions - -* Argb(Alpha, Red, Green, Blue) - Returns a string defining a color using the Alpha, Red, Green, and Blue color channel values. - ``` - Argb(1,200, 30, 200) - /* Result: '1,200,30,200'*/ - ``` - -* GetDisplayText(?parameterName) - Returns a Display Text for a parameter's lookup value. - - For **non-lookup parameters**, this function returns a value converted to string. - ``` - /* ?employeeParameter stores static or dynamic predefined values - where EmployeeID is a parameter value - and EmployeeName is a display text. */ - GetDisplayText(?employeeParameter) - ``` - -* Rgb(Red, Green, Blue) - Returns a string defining a color using the Red, Green, and Blue color channel values. - ``` - Rgb(30,200,150) - /* Result: '30,200,150' */ - ``` - -* CurrentRowIndexInGroup() - - Returns the current row's index within the group. - - The following expression adds row indexes in the group: - - ```CurrentRowIndexInGroup(0) + 1``` - -* GroupIndex(level) - - Locates the parent group row at the specified nesting level and returns that row's index. - - The following expression displays indexes of root-level groups: - - ```GroupIndex(1) + 1``` - -* NextRowColumnValue(columnName) - - Obtains the next row and returns the value from the specified column. - -* PrevRowColumnValue(columnName) - - Obtains the previous row and returns the value from the specified column. - -## String Functions - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned. | Contains([ProductName], 'dairy') | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string�s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string�s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String1, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - -## Functions for Expression Bindings and Calculated Fields - -Below is a list of functions that are used to construct [expression bindings](data-binding-modes.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md): - -* NewLine() - Returns the newline string defined for the current environment. - ``` - [CategoryName]+NewLine()+[Description] - /* - Result: - Beverages - Soft drinks, coffees, teas, beers and ales. - /* - ``` - -* FormatString(Format, Value1, ... , ValueN) - Returns the specified string with formatted field values. - See the following topic for details: [Format Data](../shape-report-data/format-data.md). - ``` - FormatString('{0:$0.00}', [UnitPrice]) - /* - Result: $45.60 - */ - ``` - -* Rgb(Red, Green, Blue) - Returns a string defining a color using the Red, Green, and Blue color channel values. - ``` - Rgb(30,200,150) - /* - Result: '30,200,150' - */ - ``` - -* Join() - Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function is useful when you [bind a multi-value parameter to a label](../use-report-parameters/create-a-report-parameter.md) to display the parameter's values in a report. - - This function has two overloads: - - * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. - * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. - ``` - Join(?CategoriesParameter) - /* - Result: Beverages, Condiments - */ - Join(?CategoriesParameter, newline()) - /* - Result: - Beverages - Condiments - */ - -## Functions for Stored Procedures - -The following functions are used to [bind a report to a stored procedure](../bind-to-data/bind-a-report-to-a-stored-procedure.md): - -* Join() - Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function can be used when mapping multi-value report parameters to query parameters generated from a stored procedure's parameters. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). - - This function has two overloads: - - * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. - * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. - ``` - Join(?Parameter1) - ``` - -* CreateTable(Column1, ..., ColumnN) - Creates a table from several multi-value parameters' values. This function can be used when mapping multi-value report parameters to the query parameter that is generated from a stored procedure's [User Defined Table Type](https://docs.microsoft.com/en-us/sql/relational-databases/tables/use-table-valued-parameters-database-engine) parameter. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). - ``` - CreateTable(?Parameter1, ..., ?ParameterN) - ``` - -## Functions for Summary Expression Editor - -Use the following functions when you [calculate a summary](../shape-report-data/calculate-summaries.md) across a report and its groups: - -* sumAvg(Expression) - Calculates the average of all values within the specified summary region (group, page, or report). - ``` - sumAvg([UnitPrice]) - ``` - -* sumCarryoverSum(Expression) - - Calculates the carried forward and brought forward totals. - - ``` - sumCarryoverSum([Amount]) - ``` - - -* sumCount(Expression) - Counts the number of values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. - - When using this function in a [master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md)'s master band and passing a detail field as a parameter, the function counts the number of records within the detail band. - - See also: - * [Count the Number of Records in a Report or Group](../shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md) - * [Count the Number of Groups in a Report](../shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md) - ``` - sumCount([UnitPrice]) - ``` - -* sumDAvg(Expression) - Calculates the average of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDAvg([UnitPrice]) - ``` - -* sumDCount(Expression) - Counts the number of **distinct** values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. - ``` - sumDCount([UnitPrice]) - ``` - -* sumDStdDev(Expression) - Calculates the standard deviation of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDStdDev([UnitPrice]) - ``` - -* sumDStdDevP(Expression) - Calculates the standard population deviation of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDStdDevP([UnitPrice]) - ``` - -* sumDSum(Expression) - Calculates the total of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDSum([UnitPrice]) - ``` - -* sumDVar(Expression) - Calculates the amount of variance for all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDVar([UnitPrice]) - ``` - -* sumDVarP(Expression) - Calculates the population variance of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDVarP([UnitPrice]) - ``` - -* sumMax(Expression) - Calculates the maximum of all values within the specified summary region (group, page, or report). - ``` - sumMax([UnitPrice]) - ``` - -* sumMedian(Expression) - Finds the middle number within a sequence. - - If the total number of elements is odd, this function returns the value of the middle number in a sequence. If the total number of elements is even, this function returns the arithmetical mean of the two middle numbers. - ``` - sumMedian([UnitPrice]) - ``` - -* sumMin(Expression) - Calculates the minimum of all values within the specified summary region (group, page, or report). - ``` - sumMin([UnitPrice]) - ``` - -* sumPercentage(Expression) - Calculates the percent ratio of the current data row's value to the total of all the values within the specified summary region (group, page, or report). - ``` - sumPercentage([UnitPrice]) - ``` - -* sumRecordNumber(Expression) - Returns the current record number in the specified summary region (group, page, or report). This means, for instance, if the summary is calculated for a group, then the record number is calculated only within that group, and is reset every time a new group is started. - - In a simple scenario, you may not pass a parameter. - - See also: [Display Row Numbers on a Report, Group, or Page](../shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md) - ``` - sumRecordNumber() - ``` - -* sumRunningSum(Expression) - Calculates the sum of all previous values displayed before the current data row with the current data row value. - ``` - sumRunningSum([UnitPrice]) - ``` - -* sumStdDev(Expression) - Calculates the standard deviation of all values within the specified summary region (group, page, or report). - ``` - sumStdDev([UnitPrice]) - ``` - -* sumStdDevP(Expression) - Calculates the standard population deviation of all values within the specified summary region (group, page, or report). - ``` - sumStdDevP([UnitPrice]) - ``` - -* sumSum(Expression) - Calculates the total of all values within the specified summary region (group, page, or report). - ``` - sumSum([UnitsInStock]) - ``` - -* sumVar(Expression) - Calculates the amount of variance for all values within the specified summary region (group, page, or report). - ``` - sumVar([UnitPrice]) - ``` - -* sumVarP(Expression) - Calculates the population variance of all values within the specified summary region (group, page, or report). - ``` - sumVarP([UnitPrice]) - ``` - -* sumWAvg(Expression, Expression) - Calculates the weighted average of all values within the specified summary region (group, page, or report). This summary type returns the result of the following operation: Sum(Expression1 * Expression2) / Sum(Expression2). - ``` - sumWAvg([UnitPrice]) - ``` diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md deleted file mode 100644 index 23bc91cbbc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md +++ /dev/null @@ -1,64 +0,0 @@ ---- -title: Bind Report Controls to Data (Expression Bindings) -author: Anna Gubareva ---- -# Bind Report Controls to Data (Expression Bindings) - -You can use the following approaches to include data source information in your report: - -* [Use the Field List](#use-the-field-list) -* [Use the Smart Tag](#use-the-smart-tag) -* [Use the Property Grid](#use-the-property-grid) - -## Use the Field List - -After you [bind your report to data](../bind-to-data.md), the [Field List](../report-designer-tools/ui-panels/field-list.md) panel displays the data source hierarchy and provides access to available data fields. - -Drop a data field from this panel onto a report's surface to create a new report control bound to the corresponding field. - -![eurd-win-field-list-drop-fields](../../../../images/eurd-win-field-list-drop-fields.png) - -Drop a data field onto an existing control to bind this control to the corresponding field. - -![eurd-win-field-list-drop-field-to-control](../../../../images/eurd-win-field-list-drop-field-to-control.png) - -You can do one of the following to create a data-bound control of a specific type: - -* Hold down the SHIFT key and drop a data field onto a report's surface. -* Right-click a corresponding data field and drop it onto a report's surface. - -This invokes a context menu that enables you to select which control to create. - -![eurd-win-fieldlist-create-specific-contols](../../../../images/eurd-win-fieldlist-create-specific-contols.png) - -You can also drop an entire data table onto a report to create a [Table](../use-report-elements/use-tables.md) control with its cells bound to the corresponding data table fields. - -![eurd-win-field-list-drop-table](../../../../images/eurd-win-field-list-drop-table.png) - -To select multiple fields in the Field List, hold CTRL or SHIFT and click the fields. Drop these fields onto a report to create a new table. - -![design-time-field-list-drop-multiple-fields](../../../../images/eurd-win-list-drop-multiple-fields.png) - -## Use the Smart Tag - -Click a control's smart tag, expand the **Expression** drop-down list and select a data field. - -![](../../../../images/eurd-win-label-bind-to-data-field.png) - -You can also click the **Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields and various functions. See [Expression Language](../use-expressions/expression-language.md) for more information. - -![](../../../../images/eurd-win-label-expression-binding.png) - - -## Use the Property Grid - -Click a property marker to see whether the invoked context menu has the **PropertyName Expression** item. - -![](../../../../images/eurd-win-property-grid-data-binding.png) - -Click this item to specify an expression in the invoked Expression Editor. - -![WinFormsPropertyGrid-ExpressionEditor](../../../../images/eurd-win-PropertyGrid-ExpressionEditor.png) - -You can use the same approach to specify expressions for all the control properties. See [Shape Report Data](../shape-report-data.md) for more tutorials. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md deleted file mode 100644 index f258a13ba7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Draw Cross-Band Lines and Boxes -author: Anna Gubareva ---- -# Draw Cross-Band Lines and Boxes - -Cross-band controls allow you to draw lines and rectangles through several [report bands](../../introduction-to-banded-reports.md). - -The Report Designer provides the following two cross-band controls: - -* The **Cross-Band Line** control draws vertical lines that can span multiple report bands. You can use this control to emphasize a report area that consists of different bands. -* The **Cross-Band Box** control draws rectangles through several report bands. You can use this control to encompass a report section that includes multiple band areas. - -To add a cross-band control to a report, select the corresponding item in the [Toolbox](../../report-designer-tools/toolbox.md) and draw a rectangle across required bands. - -![](../../../../../images/eurd-win-add-cross-band-control-to-report.png) - -The following properties define a cross-band control's location in a report: - -* **Start Band** - determines the band from which the control starts to draw; -* **Start Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the start band where the control starts to draw; -* **End Band** - determines the band where the cross-band control stops to draw; -* **End Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the end band where the control finishes to draw. - -![](../../../../../images/eurd-win-cross-band-control-properties.png) - -The following image illustrates how the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) reflects cross-band controls: - -![](../../../../../images/eurd-win-cross-band-controls-in-report-explorer.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md deleted file mode 100644 index 22c70aa7e5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Draw Lines -author: Anna Gubareva ---- -# Draw Lines - -The **Line** control draws a line in a specified direction, style, width, and color. You can use it to decorate and visually separate a report's sections. - -To add a line to a report, drag the **Line** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-line-to-a-report.png) - -The actions list of the line's smart tag provides the main control properties: - -![](../../../../../images/eurd-win-report-control-line-smart-tag.png) - -* **Line Direction** - - Enables you to draw a line horizontally, vertically, and across the rectangle the line occupies from one corner to another (**Horizontal**, **Vertical**, **Slant** and **Back Slant** types). - - ![](../../../../../images/eurd-win-report-control-line-direction.png) - -* **Line Style** - - You can select the solid (by default), dashed, dotted, or mixed line style. - - ![](../../../../../images/eurd-win-report-control-line-style.png) - -* **Line Width** - - Specifies the line width in pixels as a floating point value. - -* **Anchor Vertically** - - Specifies the vertical anchoring style, so that after page rendering a control stays attached to the top control, bottom control, or both. - -> [!Note] -> The **Line** control cannot span several bands. See [Draw Cross-Band Lines and Boxes](draw-cross-band-lines-and-boxes.md) to learn about drawing lines through several bands. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md deleted file mode 100644 index 45fef87946..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md +++ /dev/null @@ -1,115 +0,0 @@ ---- -title: Draw Shapes -author: Anna Gubareva ---- -# Draw Shapes - -The **Shape** control allows you to draw various shapes in a report. - -To add a shape to a report, drag the **Shape** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-shape-control-to-report.png) - -Click a control's smart tag and use the **Shape** property to select the shape type. You can also choose the shape type in the [Toolbar](../../report-designer-tools/toolbar.md)'s **Shape Tools** contextual tab. - -![](../../../../../images/eurd-win-shape-control-select-type.png) - -The smart tag provides the following main properties common to all shape types: - -* **Fill Color** - specifies the the shape's color. -* **Stretch** - specifies whether to stretch a shape to fill its client rectangle area when it is rotated. -* **Line Width** - specifies the width of the line used to draw the shape. -* **Angle** - specifies the shape's rotation angle. - -Each shape type provides its own specific set of properties which are detailed below. - - -## Arrow -The image below illustrates the **Arrow** type's shape. - -![](../../../../../images/eurd-win-shape-control-arrow-type.png) - -This shape type has the following additional properties: - -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Arrow Height** - specifies the arrow's relative height (as a percentage). This value should be between **0** and **100**. -* **Arrow Width** - specifies the arrow's relative width (as a percentage). This value should be between **0** and **100**. - - -## Brace -The image below illustrates the **Brace** type's shape. - -![](../../../../../images/eurd-win-shape-control-brace-type.png) - -Use the following properties to set up a brace: - -* **Tip's Length** - specify the length of a brace's tip. -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Tail's Length** specify the length of a brace's tail. - - -## Bracket - -The following image demonstrates the **Bracket** type's shape: - -![](../../../../../images/eurd-win-shape-control-bracket-type.png) - -The **Tip's Length** property is specific to this shape type and defines the length of a bracket's tip. - -## Cross - -The image below shows the **Cross** type's shape. - -![](../../../../../images/eurd-win-shape-control-cross-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Horizontal Line Height** - specifies the relative width of a cross's horizontal line (as a percentage). This value should be between **0** and **100**. -* **Vertical Line Width** - specifies the relative width of a cross's vertical line (as a percentage). This value should be between **0** and **100**. - -## Ellipse - -The image below shows **Ellipse** type shapes. - -![](../../../../../images/eurd-win-shape-control-ellipse-type.png) - - -## Line - -The following image demonstrates **Line** type shapes: - -![](../../../../../images/eurd-win-shape-control-line-type.png) - - -## Polygon - -The image below illustrates the **Polygon** type's shape: - -![](../../../../../images/eurd-win-shape-control-polygon-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies how the polygon's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Number Of Sides** - specifies the number of polygon sides. - - -## Rectangle - -The image below illustrates **Rectangle** type shapes. - -![](../../../../../images/eurd-win-shape-control-rectangle-type.png) - -This shape type's **Fillet** property specifies the rectangle's relative roundness (as a percentage, between **0** and **100**). - -## Star - -The following image shows a **Star** type shape: - -![](../../../../../images/eurd-win-shape-control-star-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies the relative roundness of the star's points (as a percentage). This value should be between **0** and **100**. -* **Count of Star Points** - specifies the number of points that make up the star. -* **Concavity** - specifies the concavity level (as a percentage) between two neighboring start points. This value should be between **0** and **100**. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md deleted file mode 100644 index b7a614bef2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Add Controls to a Report -author: Anna Gubareva ---- -# Add Controls to a Report - -This document describes how to add [controls](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements.md) to a report. - -## Add Controls from the Standard Controls Bar - -Use the End-User Designer's [Toolbox](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md) to add controls to your report. - -![eurd-add-controls](../../../../../images/eurd-add-controls.png) - -## Add Data-Bound Controls from the Field List - -You can drag fields from the [Field List](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) onto your report to add data-bound controls, after you [bound](../../../../../articles/report-designer/report-designer-for-winforms/bind-to-data.md) your report to a data source. - -### Add a Control - -Drag a field from the [Field List](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) and drop it onto the report's surface. - -![eurd-add-controls-from-field-list](../../../../../images/eurd-add-controls-from-field-list.png) - -To add a control of specific type, do either of the following: - -* Hold down the SHIFT key and drop a data field onto a report's surface. -* Right-click a data field and drop it onto a report's surface. - -This invokes a context menu where you can select which control to add. - -![eurd-add-controls-from-field-list-picturebox](../../../../../images/eurd-add-controls-from-field-list-picturebox.png) - -### Add a Table - -Hold the CTRL or SHIFT key and click several fields. Drop them onto the report's surface to add a table with its cells bound to these fields. - -![eurd-add-controls-add-table](../../../../../images/eurd-add-controls-add-table.png) - -Drop an entire data table from the [Field List](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) to add a report table with columns bound to the data table's fields. - -![eurd-add-controls-add-entire-table](../../../../../images/eurd-add-controls-add-entire-table.png) - -To add column headers, do either of the following: - -* Select the fields and hold the CTRL or SHIFT key when you drop them onto a report surface. -* Drag and drop fields with the right mouse button. - -![eurd-add-controls-add-column-headers](../../../../../images/eurd-add-controls-add-column-headers.png) - - This adds a new table whose cells display the field names. - -## Add Content from External Sources - -You can add text and graphics from external applications to your reports: - -* Drag a file, text or image from an external application onto your report. - - ![eurd-add-controls-drag-rich-text](../../../../../images/eurd-add-controls-drag-rich-text.png) - -* Copy a file, text or image from an external application, and paste it into your report. - - ![eurd-add-controls-copy-text](../../../../../images/eurd-add-controls-copy-text.png) - -The following table shows which file types transform into report controls: - -| File Type | Control | -| --- | --- | -| .TXT | A [Label](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md) control that contains file contents. | -| .DOC, .DOCX, .RTF, .HTM, .HTML | A [Rich Text](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md) control that contains file content. | -| .JPG, .PNG, .BMP, .GIF, .TIF, .SVG | A [Picture Box](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md) control that contains the image. | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md deleted file mode 100644 index 53c53c5072..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Add Report Controls to Containers -author: Anna Gubareva ---- -# Add Report Controls to Containers - -The [Panel](../use-basic-report-controls/panel.md) control allows you to place various report controls on it to combine them into a group. - -![](../../../../../images/eurd-win-add-report-controls-to-panel.png) - -You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. - -![](../../../../../images/eurd-win-panel-control-moving.png) - -A [table cell](../use-tables.md) can also act as a container for other controls. - -![](../../../../../images/eurd-win-add-control-to-table-cell.png) - -Both panel and table cells cannot contain the following report controls: -* [Pivot Grid](../use-charts-and-pivot-grids.md) -* [Subreport](../use-basic-report-controls/subreport.md) -* [Page Break](../use-basic-report-controls/page-break.md) -* [Table of Contents](../use-basic-report-controls/table-of-contents.md) -* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) - -If a panel or table cell includes only one control, you can use the **Fit Bounds to Container** command in the context menu to position the control within the container. This command resizes the control so that it occupies all the available space (except borders). - -![](../../../../../images/eurd-win-fit-bounds-to-container.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md deleted file mode 100644 index f70e08c95f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Apply Styles to Report Elements -author: Sergey Andreev ---- -# Apply Styles to Report Elements - -Select a control and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. - -![design-time-select-style](../../../../../images/eurd-win-select-style.png) - -As an alternative, you can drag a style from the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) onto a control. - -![design-time-drag-style](../../../../../images/eurd-win-drag-style.gif) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md deleted file mode 100644 index 3ff13047e1..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Arrange Report Controls -author: Anna Gubareva ---- -# Arrange Report Controls - -The following tools allow you to control report element size, location, alignment, and to maintain the distance between them: - -* **Rulers** - - The Report Designer provides horizontal and vertical rulers to help you determine report elements' size and location. - - ![](../../../../../images/eurd-win-designer-rulers.png) - -* **Layout Toolbar** - - Use the **Layout Toolbar** commands to align report controls. - - ![](../../../../../images/eurd-win-toolbar-layout-tab.png) - -* **Snapping** - - Use the **Snapping** toolbar group or a report's **Snapping Mode** property to enable automatic report control snapping to a grid and/or snap lines. - - * **Snap Grid** - - The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** and **Snap Grid Step Count** properties to customize the grid's settings. - - ![](../../../../../images/eurd-win-snap-grid-size.png) - - To hide the grid, disable the **Grid Lines** option in the toolbar's **View** tab or disable a report's **Draw the Grid** property. - - ![](../../../../../images/eurd-win-toolbar-show-grid-lines.png) - - A report control is aligned to the nearest grid cell when moved with the mouse or ARROW keys. - - You can use the **Align to Grid** toolbar button or context menu item to align the selected controls to the grid cells. - - ![](../../../../../images/eurd-win-align-to-grid-context-menu-item.png) - - You can temporarily ignore snapping when you move and resize controls: - * hold down ALT if you move or resize controls using the mouse; - * hold down CTRL if you move or resize controls using the keyboard. - - * **Snap Lines** - - The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). - - ![](../../../../../images/eurd-win-move-control-with-snap-lines.png) - - When you use the ARROW keys to move a report control or press SHIFT+ARROW to resize the control, it is aligned to the nearest report element in that direction based on snap lines. - - A report control's **Snap Line Margin** property and a band's or panel's **Snap Line Padding** property allows you to maintain a uniform distance between elements in a report. - - ![](../../../../../images/eurd-win-snap-line-margin-and-padding.png) - - To avoid snapping controls, do the following: - * hold down ALT if you move or resize controls using the mouse; - * hold down CTRL if you move or resize controls using the keyboard. - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md deleted file mode 100644 index 12fbbc8173..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Copy Report Controls -author: Anna Gubareva ---- -# Copy Report Controls - -You can clone an existing report control by selecting it using the mouse, holding the CTRL key and moving the mouse to the required location. A cloned control has the same settings as the initial control. - -![](../../../../../images/eurd-win-clone-report-control.png) - -You can also copy report controls to the clipboard using CTRL + C or the **Copy** command, and then paste these controls to a new container or band. - -* The original control positions are preserved when you use the CTRL + V hotkey or the **Paste** toolbar command to insert controls. - - ![](../../../../../images/eurd-win-copy-report-controls-with-ctrl-v.png) - - The pasted controls are repositioned by an offset of 10 units on both axes if another control already occupies the target position. - -* When you use the **Paste** context menu item, controls are inserted at the position where you invoked the context menu. - - ![](../../../../../images/eurd-win-copy-report-controls-with-paste-command.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md deleted file mode 100644 index 1fce356e24..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md +++ /dev/null @@ -1,159 +0,0 @@ ---- -title: WinForms End-User Report Designer Keyboard Shortcuts -owner: Natalia Kazakova ---- -# WinForms End-User Report Designer Keyboard Shortcuts - -## Operations with XRControls - -### Copy/Paste XRControl - -| Key | Action | -|----------|----------| -| Ctrl+C | Copy the selected XRControl. | -| Ctrl+V | Paste the copied XRControl. | - -![ctrl_c_or_v](../../../../../images/winforms-eurd-shortcuts/ctrl_c_or_v.gif) - -### Cut XRControl - -| Key | Action | -|----------|----------| -| Ctrl+X | Cut the selected XRControl. | - -![ctrl_x](../../../../../images/winforms-eurd-shortcuts/ctrl_x.gif) - -### Delete XRControl - -| Key | Action | -|----------|----------| -| Delete | Remove the selected XRControl. | - -![delete](../../../../../images/winforms-eurd-shortcuts/delete.gif) - -### Undo / Redo an Action - -| Key | Action | -|----------|----------| -| Ctrl+Z | Undo the last operation. | -| Ctrl+Y | Repeat the last undone operation. | - -![undo](../../../../../images/winforms-eurd-shortcuts/undo.gif) - -### Slide XRControl to the End of the Area with a Minimum Indent - -Use arrow keys to slide XRControl to the end of the area with a minimum indent: - -| Key | Action | -|----------|----------| -| Up | Slide XRControl up. | -| Down | Slide XRControl down. | -| Left | Slide XRControl left. | -| Right | Slide XRControl right. | - -![arrow](../../../../../images/winforms-eurd-shortcuts/arrow.gif) - -### Shift XRControl Pixel by Pixel - -Use Ctrl + arrows to shift XRControl pixel by pixel: - -| Key | Action | -|----------|----------| -| Ctrl+Up | Shift XRControl one pixel upward. | -| Ctrl+Down | Shift XRControl one pixel down. | -| Ctrl+Left | Shift XRControl one pixel to the left. | -| Ctrl+Right | Shift XRControl one pixel to the right. | - -![ctrl_arrow](../../../../../images/winforms-eurd-shortcuts/ctrl_arrow.gif) - -### Resize XRControl to the Widest/Highest Possible Value - -| Key | Action | -|----------|----------| -| Shift+Up | Move the XRControl's bottom border to the lowest possible value. | -| Shift+Down | Move the XRControl's bottom border to the highest possible value. | -| Shift+Right | Move the XRControl's right border to the widest possible value. | -| Shift+Left | Move the XRControl's right border to the narrowest possible value. | - -![shift_arrow](../../../../../images/winforms-eurd-shortcuts/shift_arrow.gif) - -### Resize XRControl Pixel by Pixel - -| Key | Action | -|----------|----------| -| Ctrl+Shift+Up | Move the XRControl's bottom border upward by one pixel. | -| Ctrl+Shift+Down | Move the XRControl's bottom border downward by one pixel. | -| Ctrl+Shift+Left | Move the XRControl's right border to the left by one pixel. | -| Ctrl+Shift+Right | Move the XRControl's right border to the right by one pixel. | - -![ctrl_shift_arrow](../../../../../images/winforms-eurd-shortcuts/ctrl_shift_arrow.gif) - -### Resize XRControl Proportionally - -| Key | Action | -|----------|----------| -| Shift + Drag | Resize an XRControl and preserve its aspect ratio. Initiate the operation in a corner anchor. | - -![shift_drag](../../../../../images/winforms-eurd-shortcuts/Proportional-resize.gif) - -### Clone XRControl - -| Key | Action | -|----------|----------| -| Ctrl+Drag | Clone XRControl. | - -![ctrl_move](../../../../../images/winforms-eurd-shortcuts/ctrl_move.gif) - -### Select Multiple XRControls - -| Key | Action | -|----------|----------| -| Ctrl+Click or Shift+Click | Select/unselect multiple XRControls. | - -![ctrl_or_shift_click](../../../../../images/winforms-eurd-shortcuts/ctrl_or_shift_click.gif) - -### Rotate XRShape - -| Key | Action | -|----------|----------| -| Ctrl+Drag | Rotate XRShape. | - -![ctrl_move_shape](../../../../../images/winforms-eurd-shortcuts/ctrl_move_shape.gif) - - -## Operations with the Field List - -| Key | Action | -|----------|----------| -| Drag a table | Add XRTable with bindings to all data fields. | - - -![drag_drop](../../../../../images/winforms-eurd-shortcuts/drag_drop.gif) - -| Key | Action | -|----------|----------| -| Shift + Drag a table | Add XRTable with all data field names. | - - -![shift_drag_drop](../../../../../images/winforms-eurd-shortcuts/shift_drag_drop.gif) - -## Operations with the End-User Report Designer - -| Key | Action | -|----------|----------| -| F4 | Switch to the Designer tab. | -| F5 | Switch to the Preview tab. | - - -![f4_or_f5](../../../../../images/winforms-eurd-shortcuts/f4_or_f5.gif) - -| Key | Action | -|----------|----------| -| Ctrl+L | Save all opened report layouts. | -| Ctrl+S | Save the selected report layout. | -| Ctrl+O | Open a `.repx` report. | -| Ctrl+N | Create a new report. | -| Ctrl+W | Create a new report with the Wizard. | -| Ctrl+ScrollDown | Zoom in the selected report. | -| Ctrl+ScrollUp | Zoom out the selected report. | -| Ctrl+0 | Set zoom to 100%. | diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md deleted file mode 100644 index bf8b7c0ce0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Move and Resize Report Elements -author: Anna Gubareva ---- -# Move and Resize Report Elements - -You can use the mouse or keyboard to move a report control to a new location. - -![](../../../../../images/eurd-win-move-report-control.png) - -You can [select multiple controls](select-report-elements-and-access-their-settings.md) and move them in the same way as individual report controls. - -![](../../../../../images/eurd-win-move-multiple-report-controls.png) - -You can also use the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) to move a control. You can move controls to other bands (except the **DetailReport** band), or into a **Panel** or **TableCell** controls. Select a control and drag it (either within the Report Explorer or to the design surface). The drop targets are highlighted when you drag the control over them. - -![design-time-move-controls](../../../../../images/eurd-win-move-controls.gif) - -> [!NOTE] -> You can drag the TableOfContents control only to the **ReportHeader** and **ReportFooter** bands. - -To resize a control, select it and then drag a rectangle drawn on its edge or corner. Press `Shift` and drag a corner anchor to resize a report control and preserve its aspect ratio. - -![](../../../../../images/eurd-win-resize-report-control.png) -s -Drag a band's header strip to resize the band. - -![](../../../../../images/eurd-win-resize-report-band.png) - -You can also press SHIFT+ARROW or CTRL+SHIFT+ARROW to resize a selected element. - -See [Arrange Report Controls](arrange-report-controls.md) for information about tools that help you align report controls to each other and layout edges. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md deleted file mode 100644 index 1bd7920b59..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Select Report Elements and Access Their Settings -author: Anna Gubareva ---- -# Select Report Elements and Access Their Settings - -You can click a report control or band to select it, and press TAB/SHIFT+TAB to select the next/previous control. - -Do one of the following to select multiple report controls: -* Press and hold the SHIFT or CTRL key and click the controls. -* Click an empty place on a report's surface and draw a rectangle around the controls. - ![](../../../../../images/eurd-win-select-multiple-report-controls.png) - -Click the gray area around the design surface to select a report. - -You can use smart tags to access the most commonly used element properties. Smart tags are available for reports and most report controls and bands. - -![](../../../../../images/eurd-win-report-control-smart-tag.png) - -Smart tags can also contain context links that enable you to perform various actions. - -![](../../../../../images/eurd-win-report-smart-tag.png) - -The [Toolbar](../../report-designer-tools/toolbar.md) provides a corresponding contextual tab when you select a report control. This tab allows you to specify settings and perform actions applicable to the selected element's type. - -![](../../../../../images/eurd-win-report-control-contextual-tab.png) - -You can use the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) to access the whole set of settings that the selected element supports. - -![](../../../../../images/eurd-win-report-control-property-grid.png) - - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md deleted file mode 100644 index 4b1c738754..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Validate the Report Layout -author: Anna Gubareva ---- -# Validate the Report Layout - -Your report layout should meet the following requirements to correctly print and export it: - -* **Avoid overlapping controls** - - The Report Designer highlights intersecting report controls to warn you that the report layout can be exported incorrectly to HTML, RTF, DOCX, XLS, XLSX, CSV and TXT formats. - - ![](../../../../../images/eurd-win-report-controls-export-warning.png) - - Disable the **Export Warnings** option in the toolbar to ignore this rule and not highlight intersecting controls. - - ![](../../../../../images/eurd-win-toolbar-export-warnings-option.png) - -* **Do not place controls outside page margins** - - The Report Designer highlights report controls that do not fit into the printable page area and overlap the right page margin. This warns you that extra pages can appear when document is printed. - - ![](../../../../../images/eurd-win-report-controls-printing-warning.png) - - Disable the **Printing Warnings** option in the toolbar to hide these warnings. - - ![](../../../../../images/eurd-win-toolbar-printing-warnings-option.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md deleted file mode 100644 index df7fdafd2e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md +++ /dev/null @@ -1,139 +0,0 @@ ---- -title: Add Barcodes to a Report -author: Anna Gubareva ---- -# Add Barcodes to a Report - -## Overview - -To insert a barcode into a report, drag the **Barcode** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-bar-code-to-report.png) - -After creating the barcode, select the barcode type (symbology) in the **Barcode Tools** [toolbar](../../report-designer-tools/toolbar.md) tab's **Symbology** gallery. - -![](../../../../../images/eurd-win-bar-code-symbology.png) - -After specifying the symbology, you can customize the type-specific options of the barcode, which are listed in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md) under the **Symbology** property. - -![](../../../../../images/eurd-win-bar-code-symbology-property.png) - -## Main Options - -You can use the **Binary Data** property to supply the data that a barcode should encode. - -To specify the bar width (a barcode's resolution), use the following options: - -* Automatically calculate the bar width according to a barcode's dimensions by enabling the **Auto Module** option; -* Provide a fixed bar width value using the **Module** property. - -The following are some additional barcode options: - -* Use the barcode's **Text** property to provide accompanying text. The **Show Text** property allows you to show or hide this text. - -* Use the **Orientation** property to rotate a barcode. - -* Use the **Padding** property to specify the indent between bars and the barcode's inner boundaries. - -## Frames for QR Codes - -For QR Codes ([QR Code](qr-code.md), [GS1 QR Code](gs1-qr-code.md), and [EPC QR Code](epc-qr-code.md)), you can use the **Frame Options** property to configure the frame around the barcode. The Corner and Rectangle frames are available for all types of QR Codes. - -### Corner Frame - -The corner frame looks as follows: - -![](../../../../../images/qr-code-corner-frame.png) - -You can specify the following properties for corner frames: - - * **Frame Color** - - Specifies the frame color. - - * **Frame Width** - - Specifies the frame width in pixels. - - * **Padding** - - Specifies the distance between the frame and QR code. - - * **Text** - - Specifies the text that displayed in the frame. - - * **Text Alignment** - - Specifies how the text is aligned with the frame line. - - * **Text Color** - - Specifies the color of the text in the frame. - - * **Text Position** - - Specifies how the text is positioned against the QR code. - -### Rectangular Frame - -The rectangular frame looks as follows: - -![](../../../../../images/qr-code-rectangle-frame.png) - -You can specify the following properties for corner frames: - - * **Corner Radius** - - Specifies rounded corners for the rectangular frame in pixels. - - * **Frame Color** - - Specifies the frame color. - - * **Frame Width** - - Specifies the frame width in pixels. - - * **Padding** - - Specifies the distance between the frame and QR code. - - * **Text** - - Specifies the text that displayed in the frame. - - * **Text Alignment** - - Specifies how the text is aligned with the frame line. - - * **Text Color** - - Specifies the color of the text in the frame. - - * **Text Position** - - Specifies how the text is positioned against the QR code. - -## Bind to Data - -You can [bind](../bind-controls-to-data.md) the bar code's **Text** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Expression** drop-down list and select the data field. - -![](../../../../../images/eurd-win-bar-code-bind-to-data.png) - -You can also click the **Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields. - -## Common Errors -The following section explains how to work around the most frequently encountered errors related to the incorrect use of barcodes. - -* The following error message is shown in place of the barcode if the control's dimensions are too small to fit the barcode with its specified resolution. - - ![](../../../../../images/eurd-win-bar-code-small-boundaries-error.png) - - To get rid of this error, enable the **Auto Module** property and/or increase the barcode's dimensions. - -* The following error message appears when the data supplied to a barcode contains characters that are not supported by this barcode type. - - ![](../../../../../images/eurd-win-bar-code-invalid-characters-error.png) - - To avoid this error, supply data that applies to a particular barcode specification. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md deleted file mode 100644 index 0c6081b517..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Aztec Code -author: Natalia Kazakova ---- -# Aztec Code - -**Aztec Code** is a matrix code that has the potential to use less space than other matrix barcodes because it does not require a surrounding blank "quiet zone". Aztec codes are widely used for transport ticketing. - -![Aztec Code](~/reporting-for-desktop/images/bar-code-aztec-code.png) - -Refer to the following article for more details: [Aztec Code](https://en.wikipedia.org/wiki/Aztec_Code). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](~/reporting-for-desktop/images/drag-and-drop-barcode.png) - -2. Set the control's **Symbology** property to **Aztec Code**. - - ![](~/reporting-for-desktop/images/aztec-code-in-designer-win.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Aztec Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Aztec Code**: - -- **Compaction Mode** - - Specifies whether text or binary mode should be used to encode the barcode's data. - -- **Error Correction Level** - - Specifies the amount of redundancy built into the bar code to compensate for calculation errors. - -- **Version** - - Specifies the Aztec Code version. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md deleted file mode 100644 index 6f0c196b5e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Codabar -author: Anna Gubareva ---- -# Codabar - -The **Codabar** is a discrete, self-checking symbology that may encode **16** different characters, plus an additional **4** start/stop characters. This symbology is used by U.S. blood banks, photo labs, and on FedEx air bills. - -![](../../../../../images/eurd-win-bar-code-codabar.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Codabar**. - - ![](../../../../../images/codabar-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Codabar**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Codabar**: - -* **StartSymbol** - - Gets or sets the first (start) symbol used to code the barcode's structure. - -* **StopSymbol** - - Gets or sets the last (stop) symbol used to code the barcode's structure. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md deleted file mode 100644 index 09ff1902b7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Code 11 (USD-8) -author: Anna Gubareva ---- -# Code 11 (USD-8) - -**Code 11**, also known as **USD-8**, was developed as a high-density numerical-only symbology. It is used primarily in labeling telecommunications equipment. - -The symbology is discrete and is able to encode the numbers **0** through to **9**, the dash symbol (**-**), and start/stop characters. - -![](../../../../../images/eurd-win-bar-code-code-11.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code11**. - - ![](../../../../../images/code-11-usd-8-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md deleted file mode 100644 index 7b6960be6e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Code 128 -author: Anna Gubareva ---- -# Code 128 - -**Code 128** is a very effective, high-density symbology which permits the encoding of alphanumeric data. The symbology includes a checksum digit for verification, and the barcode can also be verified character-by-character, allowing the parity of each data byte to be verified. - -This symbology has been widely implemented in many applications where a relatively large amount of data must be encoded in a relatively small amount of space. Its specific structure also allows numerical data to be effectively encoded at double-density. - -![](../../../../../images/eurd-win-bar-code-code-128.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code128**. - - ![](../../../../../images/code-128-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 128**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 128**: - -* **Character Set** - - Specifies the set of symbols which can be used when setting the barcode's text. - -* **FNC1 Functional Character** - - A substring/character that serves as the placeholder for the FNC1 functional character. - -* **FNC2 Functional Character** - - A substring/character that serves as the placeholder for the FNC2 functional character. - -* **FNC3 Functional Character** - - A substring/character that serves as the placeholder for the FNC3 functional character. - -* **FNC4 Functional Character** - - A substring/character that serves as the placeholder for the FNC4 functional character. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md deleted file mode 100644 index 15c9b60bf4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Code 39 Extended -author: Anna Gubareva ---- -# Code 39 Extended - -Using **Code 39**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. - -![](../../../../../images/eurd-win-bar-code-code-39-extended.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code39Extended**. - - ![](../../../../../images/code-39-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39 Extended**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Code 39 Extended**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. - -The **Code 39 Extended** barcode, as opposed to [Code 39](code-39-usd-3.md), automatically replaces all necessary characters with special symbols, when required. This means that you do not need to do this manually, otherwise, the result will be incorrect. - -For example, if you want to insert a "TAB" character into a barcode's text, use "\t", which will be replaced by "$I" for coding, and then into "TAB" after scanning: - -| Property | Value | -|---|---| -| Barcode's text: | "12345\t678" | -| Coded text: | "12345$I678" | -| Scanned text: | "12345[TAB]678" | - -The checksum is not considered to be part of a barcode's text and checksum characters are never replaced. When the barcode's **Show Text** and **Calculate a Checksum** properties are enabled, the barcode will not display a checksum character. This is required to avoid mistakenly treating a checksum as part of barcode text. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md deleted file mode 100644 index 2c91999ee3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Code 39 (USD-3) -author: Anna Gubareva ---- -# Code 39 (USD-3) - -**Code 39**, the first alpha-numeric symbology to be developed, is still widely used, particularly in non-retail environments. It is the standard barcode used by the United States Department of Defense, and is also used by the Health Industry Barcode Council (HIBCC). **Code 39** is also known as "**3 of 9 Code**" and "**USD-3**". - -![](../../../../../images/eurd-win-bar-code-code-39.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code39**. - - ![](../../../../../images/code-39-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Code 39**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md deleted file mode 100644 index 43580f4921..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Code 93 Extended -author: Anna Gubareva ---- -# Code 93 Extended - -Using **Code 93**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. - -![](../../../../../images/eurd-win-bar-code-code-93-extended.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code93Extended**. - - ![](../../../../../images/code-93-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93 Extended**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 93 Extended**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - - > [!NOTE] - > A checksum of a **Code 93 Extended** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93 Extended** barcode's displayed text. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md deleted file mode 100644 index fcc02009d8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Code 93 -author: Anna Gubareva ---- -# Code 93 - -**Code 93** was designed to supplement and improve upon **Code 39**. - -**Code 93** is similar in that, like **Code 39**, can represent the full ASCII character set by using combinations of **2** characters. It differs in that **Code 93** is a continuous symbology and produces denser code. It also encodes **47** characters (compared to **Code 39**'s **43** characters). - -![](../../../../../images/eurd-win-bar-code-code-93.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Code93**. - - ![](../../../../../images/code-93-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Code 93**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - - > [!NOTE] - > A checksum of a **Code 93** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93** barcode's displayed text. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md deleted file mode 100644 index d77eaf8b0d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Deutsche Post Identcode -author: Eugene Polevikov ---- - -# Deutsche Post Identcode - -The *Deutsche Post Identcode* symbology, also referred to as Deutsche Post AG IdentCode, German Postal 2 of 5 IdentCode, Deutsche Frachtpost IdentCode, or Deutsche Post AG (DHL), is used by German Post (Deutsche Post AG). - -![Identcode barcode](../../../../../images/identcode-barcode.png) - -The barcode contains a tracking number that identifies a customer (sender) and a mail item. A value that the barcode encodes should consist of 11 or 12 digits: - -* 2 digits for a distribution center ID; -* 3 digits for a customer ID; -* 6 digits for a mailing number; -* 1 digit for a checksum (optional). - -When you specify 11 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **DeutschePostIdentcode**. - - ![](../../../../../images/identcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md deleted file mode 100644 index 21ee73d45f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Deutsche Post Leitcode -author: Eugene Polevikov ---- - -# Deutsche Post Leitcode - -The *Deutsche Post Leitcode* symbology, or German Postal 2 of 5 LeitCode, LeitCode, or CodeLeitcode, is used by Deutsche Post AG (Deutsche Frachtpost). -This barcode identifies the destination. - -![Identcode barcode](../../../../../images/leitcode-barcode.png) - -A value that the barcode encodes should consist of 13 or 14 digits: - -* 5 digits for a Postal Code (Postleitzahl, PLZ); -* 3 digits for a Street ID/number; -* 3 digits for a House number; -* 2 digits for a Product code; -* 1 digit for a checksum (optional). - -When you specify 13 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **DeutschePostLeitcode**. - - ![](../../../../../images/leitcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md deleted file mode 100644 index 74a1ba6f45..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: EAN 13 -author: Anna Gubareva ---- -# EAN 13 - -**EAN-13**, based upon the **UPC-A** standard, was implemented by the International Article Numbering Association (EAN) in Europe. At present, the **GS1** organization is responsible for the maintenance of barcode standards. - -The **EAN-13** barcode contains **13** digits, no letters or other characters. The first two or three digits represent the country. The leading zero actually signifies the USA, and **UPC-A** coding. The last digit is the "check digit", the checksum. The check digit is calculated using the first twelve figures when the barcode is constructed. So, for the correct **EAN-13** code, you should specify only the first **12** digits. - -The recommended dimensions are shown in the following image. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. - -![](../../../../../images/eurd-win-bar-code-ean13.png) - -There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **3.63** mm for the left zone and **2.31** mm for the right zone. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **EAN13**. - - ![](../../../../../images/ean-13-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md deleted file mode 100644 index cc55458c00..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: EAN 8 -author: Anna Gubareva ---- -# EAN 8 - -**EAN-8** is the **EAN** equivalent of **UPC-E** in the sense that it provides a "short" barcode for small packages. - -![](../../../../../images/eurd-win-bar-code-ean8.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **EAN8**. - - ![](../../../../../images/ean-8-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md deleted file mode 100644 index 5e8d2bae19..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: ECC200 - Data Matrix -author: Anna Gubareva ---- -# ECC200 - Data Matrix - -**Data Matrix** code (**ISO/IEC 16022** international standard) is a two-dimensional matrix barcode consisting of black and white "cells" arranged in a rectangular pattern. The information to be encoded can be text or raw data. - -Every **Data Matrix** is composed of two solid adjacent borders in an "L" shape (called the "finder pattern"), and two other borders consisting of alternating dark and light cells or modules (called the "timing pattern"). Within these borders are rows and columns of cells that encode information. The finder pattern is used to locate and orient the symbol, while the timing pattern provides a count of the number of rows and columns in the symbol. - -![](../../../../../images/eurd-win-bar-code-ECC200.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **DataMatrix**. - - ![](../../../../../images/data-matrix-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Matrix**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Data Matrix**: - -* **Compaction Mode** - - Specifies whether textual information or a byte array should be used as the barcode's data, as well as its encoding. - -* **Matrix Size** - - Specifies the barcode matrix size. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md deleted file mode 100644 index f40e654f42..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md +++ /dev/null @@ -1,97 +0,0 @@ ---- -title: EPC QR Code -author: Polina Tyureva ---- -# EPC QR Code - -An EPC QR Code (European Payments Council Quick Response Code) is a two-dimensional barcode used to initiate a [SEPA credit transfer (SCT)](https://www.europeanpaymentscouncil.eu/what-we-do/sepa-credit-transfer). The following guideline contains general information about this type of barcode and defines the data format for EPC QR Codes: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). - -![EPC QR Code Barcode](../../../../../images/barcode-epc-qr-code.png) - -## Add a Bar Code to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **EPC QR Code**. - - ![](../../../../../images/epc-qr-code-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EPC QR Code**. - -## Specific Properties - -- **Auto Module** - - Gets or sets whether the Module property value should be calculated automatically based on the barcode size. - -- **Version** - - Gets or sets the bar code’s size. - -- **Include Quiet Zone** - - Gets or sets whether to add a blank space around the QR code. - -- **Logo** - - Specifies the image that overlays the QR code. - -- **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). - -## Specify the Data - -EPC QR Codes require data in a specific format. For more information, refer to the following European Payments Council guideline: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). - -You can specify the barcode data in the following ways: - -### The Text property. - -Pass the data string to Text property. Each data element should be on a new line. Double-click the control to specify the content (editors in the Property grid do not support multi-line text): - -![](../../../../../images/epc-qr-code-data.png) - -In the image above, the following data elements are specified: - -| Data Element | Value | -|----------|-------------| -| Service Tag:| BCD | -| Version: | 001 | -| Encoding: | 1 | -| Identification:| SCT | -| BIC: | BPOTBEB1 | -| Beneficiary Name: | Red Cross of Belgium | -| IBAN: | BE72000000001616 | -| Transfer Amount:| EUR1 | -| Transfer Reason:| CHAR | -| Creditor Reference: | Empty line | -| Remittance Information: | Urgency fund | -| Information: | Empty line | - - -This field is bindable. For more information on data binding, review the following help topic: [Bind Report Controls to Data](../bind-controls-to-data.md). - -### The ConvertDataToEPC function. - -Use the `ConvertDataToEPC` function from the Expression Editor to bind to the `Text` property. - -You can specify the data as shown below: - -``` -ConvertDataToEPC('Red Cross of Belgium', 'BE72000000001616', 'BPOTBEB1','20.0', '', 'Urgency fund', 'CHAR', 'Sample EPC QR code') -``` - -![](../../../../../images/convert-to-epc-function.png) - -You can not change the default values for Version and Encoding with this function. The default value for the Version data element is `002` and `UTF-8` for the Encoding. - -## Display a “Zahlen mit Code” Frame - -You can also apply a frame with the words “Zahlen mit Code” (to the right from the bottom to the top) to an EPC QR Code. The frame is used to highlight the function of the codes and to secure the identification. For more information, refer to the following Payment Services Austria (PSA) document: [Application of QR-Code for initiating of credit transfers](https://zv.psa.at/de/download/qr-code/339-qr-code-und-bcd-definition-3-en/file.html). - -This frame already contains predefined settings according to the standard. To set this frame, go to Barcode Tasks → Symbology → FrameOptions, and select **Payment Services Austria Frame**. - -![](../../../../../images/qr-frame-austria-design-time-options.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md deleted file mode 100644 index 3aac3ec8a9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: GS1-128 - EAN-128 (UCC) -author: Anna Gubareva ---- -# GS1-128 - EAN-128 (UCC) - -**GS1-128** (**EAN-128**) was developed to provide a worldwide format and standard for exchanging common data between companies. - -While other barcodes simply encode data with no respect for what the data represents, **GS1-128** encodes data and encodes what that data represents. - -![](../../../../../images/eurd-win-bar-code-gs1-128-ean-128.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **EAN128**. - - ![](../../../../../images/ean128-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EAN 128**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **EAN 128**: - -* **Character Set** - - Specifies the set of symbols which can be used when setting the barcode's text. - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Human-Readable Text** - - Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md deleted file mode 100644 index bad10a3499..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: GS1- Data Matrix -author: Anna Gubareva ---- -# GS1- Data Matrix - -The **GS1 Data Matrix** uses a special start combination to differentiate the **GS1 DataMatrix** symbol from other **Data Matrix ECC 200** symbols. This is achieved by using the **Function 1 Symbol Character** (**FNC1**) in the first position of the encoded data. It enables scanners to process the information according to the **GS1 System Rules**. - -![](../../../../../images/eurd-win-bar-code-gs1-datamatrix.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **DataMatrixGS1**. - - ![](../../../../../images/data-matrix-gs1-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 Data Matrix**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **GS1 Data Matrix**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Human-Readable Text** - - Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. - -* **Matrix Size** - - Specifies the barcode matrix size. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md deleted file mode 100644 index 3370ea153c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: GS1 - DataBar -author: Anna Gubareva ---- -# GS1 - DataBar - -The **GS1 DataBar** barcode is based on a family of symbols often used in the **GS1 DataBar Coupon** (coupon codes commonly used in retail). - -These barcodes can encode up to **14** digits, which makes them suitable for **GTIN 8**, **12**, **13** and **14**. - -**GS1 DataBar Expanded** and **GS1 DataBar Expanded Stacked** can encode up to **74** numeric or **41** alphanumeric characters, and provide the capability to utilize all **GS1 Application Identifiers** (e.g., expiration date, batch and serial number). These barcodes are often used in manufacturer coupons. - -![](../../../../../images/eurd-win-bar-code-gs1-databar.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **DataBar**. - - ![](../../../../../images/data-bar-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Bar**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Data Bar**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Segments In Row** - - Specifies the number of data segments per row in the Expanded Stacked type of a GS1 DataBar barcode. - -* **Type** - - Specifies the type of a GS1 DataBar barcode. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md deleted file mode 100644 index 91b553a9dd..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: GS1 QR Code -author: Polina Tyureva ---- -# GS1 QR Code - -**GS1 QR Code** is a variant of the [QR Code](https://en.wikipedia.org/wiki/QR_code) symbology that conforms to [GS1 General Specification](https://www.gs1.org/standards/barcodes-epcrfid-id-keys/gs1-general-specifications). - -![](../../../../../images/barcode-gs1-qr-code.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **QRCodeGS1**. - - ![](../../../../../images/gs1-qrcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 QR Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **GS1 QR Code**: - -* **Compaction Mode** - - Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **FNC1 Functional Character** - - A substring/character that serves as the placeholder for the FNC1 functional character. - -* **Logo** - - Specifies the image that overlays the QR code. - -* **Version** - - Specifies the barcode's size. - -* **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md deleted file mode 100644 index 1fa2fb7309..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Industrial 2 of 5 -author: Anna Gubareva ---- -# Industrial 2 of 5 - -**Industrial 2 of 5** is a low-density numerical barcode that is used in the photofinishing and warehouse sorting industries, as well as to sequentially number airline tickets. - -![](../../../../../images/eurd-win-bar-code-industrial-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Industrial2of5**. - - ![](../../../../../images/industrial-2-of-5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Industrial2of5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Industrial 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md deleted file mode 100644 index da30470ffa..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Intelligent Mail Package -author: Anna Gubareva ---- -# Intelligent Mail Package - -The **Intelligent Mail Package Barcode** (**IMPB**) was developed for the use on mail in the United States. Barcodes of this symbology are used only for packages as opposed to [Intelligent Mail](intelligent-mail.md) barcodes, which are used for postcards, letters, and flats. - -This barcode is capable of encoding package tracking information required for more efficient sorting and delivering of packages with the capability of piece-level tracking. - -![](../../../../../images/eurd-win-bar-code-intelligent-mail-package.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **IntelligentMailPackage**. - - ![](../../../../../images/intelligent-mail-package-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Intelligent Mail Package**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Intelligent Mail Package**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md deleted file mode 100644 index 979c4d6d99..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Intelligent Mail -author: Anna Gubareva ---- -# Intelligent Mail - -The **Intelligent Mail** (**IM**) code is a **65**-barcode for use on mail in the United States. This barcode is intended to provide greater information and functionality than its predecessors POSTNET and PLANET. - -The **Intelligent Mail** barcode has also been referred to as **One Code Solution** and **4-State Customer** barcode abbreviated **4CB**, **4-CB** or **USPS4CB**. - -![](../../../../../images/eurd-win-bar-code-intelligent-mail.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **IntelligentMail**. - - ![](../../../../../images/intelligent-mail-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md deleted file mode 100644 index 4033d2426b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Interleaved 2 of 5 -author: Anna Gubareva ---- -# Interleaved 2 of 5 - -**Interleaved 2 of 5** is a higher-density numerical barcode based upon the **Standard 2 of 5** symbology. It is used primarily in the distribution and warehouse industry. - -![](../../../../../images/eurd-win-bar-code-interleaved-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Interleaved2of5**. - - ![](../../../../../images/interleaved-2-of-5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Interleaved 2 of 5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Interleaved 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md deleted file mode 100644 index 760c127d19..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Matrix 2 of 5 -author: Anna Gubareva ---- -# Matrix 2 of 5 - -**Matrix 2 of 5** is a linear one-dimensional barcode. **Matrix 2 of 5** is a self-checking numerical-only barcode. - -Unlike the **Interleaved 2 of 5**, all of the information is encoded in the bars; the spaces are of a fixed width and used only to separate the bars. **Matrix 2 of 5** is used primarily for warehouse sorting, photo finishing, and airline ticket marking. - -![](../../../../../images/eurd-win-bar-code-matrix-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Matrix2of5**. - - ![](../../../../../images/matrix-2-of-5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Matrix 2 of 5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Matrix 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md deleted file mode 100644 index d026714c69..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Micro QR Code -author: Natalia Kazakova ---- -# Micro QR Code - -A **Micro QR Code** is a two-dimensional code. It is a more compact version of a standard [QR code](qr-code.md): a Micro QR Code can encode up to 35 numeric characters or 21 alphanumeric characters, enough to store a product ID or a short URL. In comparison, a standard QR code can contain up to 7,089 characters. - -Micro QR Codes are often used in industries such as electronics, medical devices, and retail, where space-efficient labeling is essential. - -![micro-qr-code](~/reporting-for-desktop/images/micro-qr-code.png) - -Refer to the following article for more information: [Micro QR Code](https://www.qrcode.com/en/codes/microqr.html). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![|add barcode to report designer](~/reporting-for-desktop/images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Micro QR Code**. - - ![|Micro QR Code Properties](~/reporting-for-desktop/images/micro-qrcode-in-designer-win.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Micro QR Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **Micro QR Code**: - -- **Compaction Mode** - - Specifies whether the barcode contains a number, an alphanumeric string, or a byte array. - -- **Error Correction Level** - - Specifies the amount of redundancy built into the Micro QR code to compensate for calculation errors. - -- **Include Quiet Zone** - - Specifies whether to add a blank space around the Micro QR code to help separate the Micro QR code from neighboring elements. - -- **Version** - - Gets or sets the barcode’s version. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md deleted file mode 100644 index 0a15fac6fd..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: MSI - Plessey -author: Anna Gubareva ---- -# MSI - Plessey - -**MSI** was developed by the MSI Data Corporation, based on the original **Plessey Code**. **MSI**, also known as **Modified Plessey**, is used primarily to mark retail shelves for inventory control. - -**MSI** is a continuous, non-self-checking symbology. While an **MSI** barcode can be of any length, a given application usually implements a fixed-length code. - -![](../../../../../images/eurd-win-bar-code-msi-plessey.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **CodeMSI**. - - ![](../../../../../images/code-msi-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **MSI**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **MSI**: - -* **MSI Checksum** - - Specifies the barcode's checksum type, which defines the appearance of checksum bars added to the barcode. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md deleted file mode 100644 index 805003ace8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: PDF417 -author: Anna Gubareva ---- -# PDF417 - -**PDF417** (**Portable Data File**) is a stacked linear two-dimensional barcode used in a variety of applications; primarily transport, postal, identification card and inventory management. It has spawned an Open Source decoder project together with an Open Source encoder. - -The **PDF417** barcode is also called a **symbol** barcode and usually consists of **3** to **90** rows, each of which is like a small linear barcode. - -![](../../../../../images/eurd-win-bar-code-pdf417.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **PDF417**. - - ![](../../../../../images/pdf417-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **PDF417**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **PDF417**: - -* **Columns** - - Specifies the number of barcode columns, which allows you to control the logic width of the barcode. - -* **Compaction Mode** - - Specifies whether textual information or a byte array should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **Rows** - - Specifies the number of barcode rows, which allows you to control the logic height of the barcode. - -* **Truncate Symbol** - - Specifies whether the special end-symbol should be appended to the barcode. - -* **Y to X Ratio** - - Specifies the height-to-width ratio of a logical unit's graphic representation. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md deleted file mode 100644 index 10698ce337..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Pharmacode -author: Eugene Polevikov ---- -# Pharmacode - -**Pharmacode** is a binary code developed by the German LAETUS GMBH company. The code is widely used in the pharmaceutical industry as a packaging control system. It can be either one-track or two-track. - -| One-Track Pharmacode | Two-Track Pharmacode | -| :---: | :---: | -| ![pharmacode-one-track](../../../../../images/pharmacode-one-track.png) | ![pharmacode-two-track](../../../../../images/pharmacode-two-track.png) | - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **Pharmacode**. - - ![](../../../../../images/pharmacode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Pharmacode**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following property specific to **Pharmacode**: - -* **Pharmacode Type** - - Specifies whether the **Pharmacode** has one or two tracks. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md deleted file mode 100644 index aad046aa92..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: PostNet -author: Anna Gubareva ---- -# PostNet - -**PostNet** was developed by the United States Postal Service (USPS) to allow faster mail sorting and routing. **PostNet** codes are the familiar and unusual looking barcodes often printed on envelopes and business return mail. - -Unlike most other barcodes, in which data is encoded in the width of the bars and spaces, **PostNet** actually encodes data in the height of the bars. That's why all the bars are of the same width, but not the same height. - -![](../../../../../images/eurd-win-bar-code-postnet.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **PostNet**. - - ![](../../../../../images/postnet-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md deleted file mode 100644 index f0d49e5ed9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: QR Code -author: Anna Gubareva ---- -# QR Code - -A **QR Code** (**QR** is the abbreviation for **Quick Response**) is a two-dimensional code, readable by **QR** scanners, mobile phones with a camera, and smartphones. **QR Code** can encode textual, numeric and binary data. - -![](../../../../../images/eurd-win-bar-code-qr-code.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control's **Symbology** property to **QR Code**. - - ![](../../../../../images/qrcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **QR Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **QR Code**: - -* **Auto Module** - Gets or sets whether the Module property value should be calculated automatically based upon the barcode's size. - -* **Compaction Mode** - - Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **Version** - - Specifies the barcode's size. - -* **Logo** - - Specifies the image that overlays the QR code. - -* **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md deleted file mode 100644 index 7914b767ec..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Serial Shipping Container Code (SSCC) -author: Boris Zaitsev ---- -# Serial Shipping Container Code (SSCC) - -The **Serial Shipping Container Code** (SSCC) is the GS1 Identification Key used to identify a logistic unit. -This unique identifier is composed of an Extension Digit, a GS1 Company Prefix, a Serial Reference, and a Check Digit. - - -![](../../../../../images/eurd-win-bar-code-sscc.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **SSCC**. - - ![](../../../../../images/sscc-in-designer.png) - -3. Assign a numeric value composed of 17 digits to the **Text** property. If the numeric value contains less than 17 digits, it is padded with zeros at the beginning so that the string value of the **Text** property contains exactly 17 characters. A numeric value with 17 digits is left intact. If 18 digits are specified, the last digit is truncated. A value with more than 18 digits causes an error. - -4. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md deleted file mode 100644 index a3758eb393..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: UPC-A -author: Anna Gubareva ---- -# UPC-A - -The **UPC-A** barcode is by far the most common and well-known symbology, especially in the United States. A **UPC-A** barcode is the barcode you will find on virtually every consumer item on the shelves of your local supermarket, as well as books, magazines, and newspapers. It is called simply, a "UPC barcode" or "UPC Symbol." - -![](../../../../../images/eurd-win-bar-code-upc-a.png) - - -The **UPC-A** barcode contains **12** digits, no letters or other characters. The first digit is the prefix signifying the product type. The last digit is the "check digit". The check digit is calculated using first eleven figures when the barcode is constructed. So, for the correct **UPC-A** you should specify only the first **11** digits. - -The recommended dimensions are shown in the picture. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. - -There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **2.97** mm for the barcode of standard width and height. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **UPCA**. - - ![](../../../../../images/upca-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md deleted file mode 100644 index 52aa4d55dc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: UPC-E0 -author: Anna Gubareva ---- -# UPC-E0 - -**UPC-E** is a variation of **UPC-A** which allows for a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size as an **UPC-A** barcode, **UPC-E** is generally used on products with very small packaging, where a full **UPC-A** barcode could not reasonably fit. - -The **UPC-E0** is a kind of **UPC-E** code with the number system set to **0**. In the human readable string of the barcode the first digit signifies the number system (always **0** for this code type), and the last digit is the check digit of the original **UPC-A** code. - -In the example below, the original **UPC-A** code is "**04210000526**". We should remove the leading zero when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**4**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. - -![](../../../../../images/eurd-win-bar-code-upc-e0.png) - - -Not every **UPC-A** code can be transformed into the **UPC-E0** (it must meet special requirements). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **UPCE0**. - - ![](../../../../../images/upce0-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md deleted file mode 100644 index 45825b28f8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: UPC-E1 -author: Anna Gubareva ---- -# UPC-E1 - -**UPC-E** is a kind of **UPC-A**, which allows a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size of the **UPC-A** barcode, **UPC-E** is generally used on products with a very small packaging where a full **UPC-A** barcode does not fit. - -The **UPC-E1** is a variation of **UPC-E** code with the number system set to "**1**". In the human readable string of the barcode the first digit signifies the number system (always **1** for this code type), the last digit is the check digit of the original **UPC-A** code. - -In the example below, the original **UPC-A** code is "**14210000526**". We should remove the leading "**1**" when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**1**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. - -![](../../../../../images/eurd-win-bar-code-upc-e1.png) - -Not every **UPC-A** code can be transformed into the **UPC-E1** (it must meet special requirements). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **UPCE1**. - - ![](../../../../../images/upce1-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md deleted file mode 100644 index 9d683c04b5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: UPC Shipping Container Symbol (ITF-14) -author: Anna Gubareva ---- -# UPC Shipping Container Symbol (ITF-14) - -The **UPC Shipping Container Symbol** (**ITF-14**) barcode is used to mark packaging materials that contain products labeled with a **UPC** or **EAN** product identification number. - -This barcode provides a **GS1** implementation of an **Interleaved 2 of 5** barcode for encoding a **Global Trade Item Number** (an identifier for trade items developed by **GS1**). This barcode always uses a total of **14** digits. - -The thick black border around the symbol (the **Bearer Bar**) is intended to improve barcode reading reliability. - -![](../../../../../images/eurd-win-bar-code-itf-14.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **ITF14**. - - ![](../../../../../images/itf14-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **ITF-14**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the **Symbology** list and specify the following properties specific to **ITF-14**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md deleted file mode 100644 index 4cc384e4f8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: UPC Supplemental 2 -author: Anna Gubareva ---- -# UPC Supplemental 2 - -**2**-digit supplemental barcodes should only be used with magazines, newspapers and other periodicals. - -The **2**-digit supplement represents the issue number of the magazine. This is useful so that the product code itself (contained in the main barcode) is constant for the magazine, so that each issue of the magazine doesn't have to have its own unique barcode. Nevertheless, the **2**-digit supplement can be used to track which issue of the magazine is being sold, for example, for sales analysis or restocking purposes. - -![](../../../../../images/eurd-win-bar-code-upc-supplemental-2.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **UPCSupplemental2**. - - ![](../../../../../images/upc-supplemental-2-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md deleted file mode 100644 index d45cec2b91..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: UPC Supplemental 5 -author: Anna Gubareva ---- -# UPC Supplemental 5 - -**5**-digit supplemental barcodes are used on books to indicate the suggested retail price. - -![](../../../../../images/eurd-win-bar-code-upc-supplemental-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../../images/drag-and-drop-barcode.png) - -2. Set the control’s **Symbology** property to **UPCSupplemental5**. - - ![](../../../../../images/upc-supplemental-5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md deleted file mode 100644 index 05b6d7669a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md +++ /dev/null @@ -1,121 +0,0 @@ ---- -title: Character Comb -author: Anna Gubareva ---- -# Character Comb - -## Overview -The **Character Comb** control displays text so that each character is printed in an individual cell. - -![](../../../../../images/eurd-character-comb-example.png) - -To add a Character Comb to the report, drag the **Character Comb** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-add-character-comb-to-report.png) - -The number of cells displayed by the control in Print Preview depends on the **Can Shrink** and **Auto Width** settings. - -* If both these properties are enabled, the number of cells corresponds to the number of characters in the control's text. -* Otherwise, the number of cells corresponds to the specified cell size and the control size. - -See the [Content Layout and Position](#behavior) section to learn more on using these properties. - -You can also adjust the character comb's size to match its characters using the **Fit Bounds To Text** [toolbar](../../report-designer-tools/toolbar.md) button or context menu command: - -* If the **Word Wrap** option is enabled, the command keeps control content displayed in multiple lines. It decreases the control's height and adjusts the width to fit this content. - - ![](../../../../../images/eurd-character-comb-fit-bounds-to-text-with-word-wrap.png) - -* If the **Word Wrap** option is disabled, the command adjusts the control's height and width to completely display the control's content in a single line. As a result, the number of cells corresponds to the number of characters. - - ![](../../../../../images/eurd-character-comb-fit-bounds-to-text-without-word-wrap.png) - -When exporting this control to [third-party formats](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md), consider the following -* When a report is exported to an [XLS](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) or [XLSX](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) file, the cells of the Character Comb correspond to the cells of a resulting Excel sheet. -* When a report is exported to a [CSV](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/csv-specific-export-options.md) (or [TXT](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/txt-specific-export-options.md)) file, the content of individual cells is separated (or spaced) by a specified **Separator** character. - -In most aspects, the Character Comb is similar to the [Label](Label.md) control from which it inherits most of its properties and its basic behavior. For general information about binding these controls to data and display summary function results, see the [Label](Label.md) topic. To learn about Character Comb specifics, see the following sections in this document. - -## Main Options -The following properties are specific to the Character Comb control: - -* **Cell Vertical Spacing** and **Cell Horizontal Spacing** - - Specify the spacing between adjacent cells (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)). These values do not depend on the specified border width of a control. - - The following image illustrates a Character Comb with **Cell Vertical Spacing** set to **15** and **Cell Horizontal Spacing** set to **5**. - - ![](../../../../../images/eurd-character-comb-vertical-and-horizontal-spacing.png) - -* **Border Width** - - Specifies the width of cell borders in pixels, as a floating point value. - - When the cell spacing is set to zero, the borders of adjacent cells are merged (i.e., the actual border width is not doubled). - - The following images illustrate how cell spacing affects the **Border Width** property behavior: - - | Cell Spacing = 0 | Cell Spacing = 1 | - |---|---| - | ![](../../../../../images/eurd-character-comb-border-without-spacing.png) | ![](../../../../../images/eurd-character-comb-border-with-spacing.png) | - - When the control's content is to be printed on multiple pages, a page break horizontally splits the cell border based on the cell spacing setting, as shown below. - - | Cell Spacing = 0 | Cell Spacing > 0 | - |---|---| - |![](../../../../../images/eurd-character-comb-on-multi-pages-without-spacing.png)| ![](../../../../../images/eurd-character-comb-on-multi-pages-with-spacing.png) | - -* **Cell Size Mode** - - Specifies whether or not the cell size should depend on the current font size of a control. The following cell size modes are supported: - - * **Custom** - - The cell size is determined by the **Cell Height** and **Cell Width** property values and does not depend on the assigned font size. - - With this setting, the actual cell size is less than the specified **Cell Height** and **CellWidth** by the **Border Width** value. - - * **Auto Size** - - The cell size depends on the current font size of a control (the **Cell Height** and **Cell Width** properties are ignored). - - With this setting, the actual cell size does not depend on the specified border width of a control. - - * **Auto Height** - - Only the cell height depends on the current font size of a control (the **Cell Height** property is ignored), and the **Cell Width** value is specified manually. - - With this setting, the following behavior is expected: - - * The actual cell height does not depend on the specified border width of a control. - * The actual cell width is the difference between the specified **Cell Width** and **Border Width** values. - - * **Auto Width** - - Only the cell width depends on the current font size of a control (the **Сell Width** property is ignored), and **Cell Height** value is specified manually. - - With this setting, the following behavior is expected: - - * The actual cell width does not depend on the specified border width of a control. - * The actual cell height is the difference between the specified **Cell Height** and **Border Width** values. - -## Content Layout and Position -This section describes the **Character Comb** properties that affect the control's position on a page and content layout. - -The following image illustrates the behavior of the **Auto Width** property that specifies whether or not the width of a control depends on its text. - -| AutoWidth = true | AutoWidth = false | -|---|---| -| ![](../../../../../images/eurd-character-comb-auto-width-true.png) | ![](../../../../../images/eurd-character-comb-auto-width-false.png) | - -The following image illustrates the behavior of the **Can Shrink** property that specifies whether or not the height of a control depends on its text. - -| CanShrink = true | CanShrink = false | -|---|---| -| ![](../../../../../images/eurd-character-comb-can-shrink-true.png) |![](../../../../../images/eurd-character-comb-can-shrink-false.png) | - -The **Text Alignment** property specifies the alignment of text within a control. - -| TextAlignment = Top Left | TextAlignment = Middle Center | TextAlignment = Bottom Right | -|---|---|---| -| ![](../../../../../images/eurd-character-comb-text-alignment-top-left.png) |![](../../../../../images/eurd-character-comb-text-alignment-middle-center.png) | ![](../../../../../images/eurd-character-comb-text-alignment-bottom-right.png) | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md deleted file mode 100644 index a92fc281b6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md +++ /dev/null @@ -1,75 +0,0 @@ ---- -title: Check Box -author: Anna Gubareva ---- -# Check Box - -The **Check State** property specifies the checkbox's state. - -![report-control-check-box](../../../../../images/eurd-checkbox-checkstate.png) - -![report-control-check-box](../../../../../images/eurd-checkbox-checkstates.png) - -The **Checked** property indicates whether the checkbox is checked (displays a check mark) or not (is empty). - -The **Text** property specifies the checkbox's caption. Double-click the checkbox to invoke its in-place editor and type the caption text. - -![report-control-check-box-text](../../../../../images/eurd-label-inline-editor.png) - -## Bind to Data - -Drag a Boolean field from the [Field List](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md) onto your report. This adds a new checkbox to your report and binds its **Check State** property to the dragged field. - -![report-control-check-box-add-from-toolbox](../../../../../images/eurd-checkbox-drag-from-fieldlist.png) - -If you add a checkbox from the [Toolbox](../../../../../articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md), click the control's [smart tag](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md), expand the **CheckState** property's **Expression** drop-down list and select a data field. This [binds](../bind-controls-to-data.md) your control's **CheckState** property to a data source field. - -![report-control-check-box-bind-to-data](../../../../../images/eurd-chekbox-bind-to-data.png) - -The data field value specifies the checkbox's state: - -* **True** or **1** - activates the **Checked** state; -* **False** or **0** - activates the **Unchecked** state; -* Any other value - activates the **Indeterminate** state. - -You can [bind](../bind-controls-to-data.md) your control's **CheckState** the checkbox caption to a data source field. Click the control's [smart tag](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md), expand the **Expression** drop-down list and select the data field. - -The **Expression** option's ellipsis button invokes the **Expression Editor**. This Editor allows you to construct a complex binding expression with two or more fields. - -![report-control-check-box-bind-to-data](../../../../../images/eurd-checkbox-expression-editor.png) - -Refer to the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information about the available data binding modes and how to create data-aware controls. - -## Interactivity - -Change the **Enabled** checkbox within the **Edit Options** group to specify if users can [change the checkbox state](../../../../../articles/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md) in Print Preview. - -![report-control-check-box-interactivity](../../../../../images/eurd-checkbox-enabled.png) - -You can create checkbox groups to make them behave like radio lists. To group checkboxes, set their **Group ID** option within the **Edit Options** group a group ID value. - -![report-control-check-box-interactivity](../../../../../images/eurd-checkbox-groupid.png) - -## Customization - -The **Glyph Options** property provides access to glyph settings. - -* **Style** - specifies a predefined glyph style. - - ![report-control-check-box-customization](../../../../../images/eurd-checkbox-glyph-style.png) - -* **Alignment** - specifies the glyph's alignment within the control. - - ![report-control-check-box-customization](../../../../../images/eurd-checkbox-glyph-alignment.png) - -* **Size** - specifies the glyph size. - -* **Custom Glyphs** - specifies a custom glyph image for each checkbox state (Checked/Unchecked/Indeterminate). - - ![report-control-check-box-customization](../../../../../images/eurd-checkbox-glyphoptions-customglyphs.png) - - The **Open File** dialog is invoked when you specify custom glyphs. - - ![report-control-check-box-customization](../../../../../images/eurd-checkbox-glyphoptions-customglyphs-openfile.png) - - The selected glyph image is saved to the report definition .repx file. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md deleted file mode 100644 index 9d15f3cbc6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md +++ /dev/null @@ -1,162 +0,0 @@ ---- -title: Label -author: Anna Gubareva ---- -# Label - -## Label Overview - -The **Label** control displays plain text in a report. Drag the **Label** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area to add a Label control to it. - -![](~/reporting-for-desktop/images/eurd-win-drop-report-control-from-toolbox.png) - -Double-click the label to invoke its in-place editor and enter the static text. - -![](~/reporting-for-desktop/images/eurd-win-label-static-text.png) - -Press CTRL+Enter to submit text changes and exit the label's in-place edit mode. - -## Bind to Data -### Display Field Values - -You can [bind](../bind-controls-to-data.md) the label's **Text** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Expression** drop-down list and select the data field. - -![](~/reporting-for-desktop/images/eurd-win-label-bind-to-data-field.png) - -Click the **Expression** option's ellipsis button to invoke the **Expression Editor**. You can use this editor to construct a complex binding expression from two or more data fields. - -![](~/reporting-for-desktop/images/eurd-win-label-expression-binding.png) - -You can also drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new label bound to this field. - -![](~/reporting-for-desktop/images/eurd-win-label-drag-field-from-field-list.png) - -See the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information. - -The **Process Duplicates Mode**, **Process Duplicates Target** and **Process Null Values** options enable you to hide a control when a duplicated or null value appears in an assigned data source. - -![](~/reporting-for-desktop/images/eurd-win-label-process-duplicates-mode.png) - -You can also use the **Format String** property to specify output values' [format](../../shape-report-data/format-data.md). - -![](~/reporting-for-desktop/images/eurd-win-label-format-string.png) - -### Display Summaries - -Specify a data range in the **Summary Running** property and select the summary function in the **Summary Expression Editor** to make the label display a [summary function's result](../../shape-report-data/calculate-summaries/calculate-a-summary.md). - -![](~/reporting-for-desktop/images/eurd-win-label-summary-function.png) - -## Adjust the Label Size and Content -### Static Content - -You can change label size at design time to fit its static text. Right-click the label and select the **Fit Bounds To Text** toolbar button: - -* If the **Word Wrap** option is enabled, the command displays control content on multiple lines. It reduces control height and adjusts its width to fit its content. - - ![](~/reporting-for-desktop/images/eurd-win-label-fit-bounds-to-text-word-wrap-enabled.png) - -* If the **Word Wrap** option is disabled and the control's content is partially visible, the command adjusts the control size to display this content. - - ![](~/reporting-for-desktop/images/eurd-win-label-fit-bounds-to-text-word-wrap-disabled.png) - -The command's result also depends on the control's **Text Alignment** and **Right To Left** settings. - -Use the **Fit Text To Bounds** button to adjust the control's font size to fit its area. The **Word Wrap** option defines whether the text can occupy multiple lines or should be in a single line. - -![](~/reporting-for-desktop/images/eurd-win-label-fit-text-to-bounds.png) - -These commands are not available in the following cases: - -* A label's text is an empty string; -* A label's text is bound to data; -* A label's **Angle** property is specified. - -Use the **Line Spacing** property to define the spacing between lines of text in a label. The image shows the difference between spacing: - -![eurd-win-label-line-spacing](~/reporting-for-desktop/images/eurd-win-label-line-spacing.png) - -### Data-Bound Labels - -The **Can Grow** and **Can Shrink** properties allow you to increase or decrease the control's height according to its content in Print Preview mode. - -| Can Grow is enabled | Can Grow is disabled | -|---|---| -| ![](~/reporting-for-desktop/images/eurd-win-label-can-grow-true.png) | ![](~/reporting-for-desktop/images/eurd-win-label-can-grow-false.png) | - - -| Can Shrink is enabled | CanShrink is disabled | -|---|---| -| ![](~/reporting-for-desktop/images/eurd-win-label-can-shrink-true.png) | ![](~/reporting-for-desktop/images/eurd-win-label-can-shrink-false.png) | - -The **Auto Width** property specifies whether to adjust a data-bound label's width to its content. - -You can also use the opposite **Text Fit Mode** property to adjust a control's font size to fit its boundaries in Print Preview. This property is not available if the **Can Grow**, **Can Shrink** or **Auto Width** option is enabled. - -| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | -|---|---|---|---| -| ![](~/reporting-for-desktop/images/eurd-win-label-text-fit-mode-none.png) | ![](~/reporting-for-desktop/images/eurd-win-label-text-fit-mode-grow-only.png) | ![](~/reporting-for-desktop/images/eurd-win-label-text-fit-mode-shrink-only.png) | ![](~/reporting-for-desktop/images/eurd-win-label-text-fit-mode-shrink-and-grow.png) | - -See the [Arrange Dynamic Report Content](../../lay-out-dynamic-report-content.md) topic for more information. - -### Convert Labels to Table - -You can convert multiple labels to a [table](../use-tables.md) to simplify control alignment. - -Hold CTRL or SHIFT and click labels to select them. Right-click any of the selected labels and select **Convert To Table** from the context menu. A table with one row is added to the report instead of the selected labels. - -![](~/reporting-for-desktop/images/eurd-win-label-convert-to-table.png) - -The **Convert To Table** option is not available if any of the selected labels overlap horizontally. - -![](~/reporting-for-desktop/images/eurd-win-label-labels-overlap.png) - -The created table occupies horizontal space from the leftmost label's left edge to the rightmost label's right edge, and vertical space from the topmost label's top edge to the lowest label's bottom edge. - -The horizontal gap between labels is included in the left cell. - -![](~/reporting-for-desktop/images/eurd-win-table-space-between-labels.png) - -The table cells copy all property values from the labels. - -## Interactivity - -Check the **Enabled** option in the **Edit Options** category to allow users to [edit a label's content](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview mode. - -![](~/reporting-for-desktop/images/eurd-win-label-edit-options-enabled.png) - -Click this label in a previewed document to invoke the editor. - -![](~/reporting-for-desktop/images/eurd-win-label-content-editing-in-print-preview.png) - -Use the label's **Interactive Sorting** option to allow users to click this label in Print Preview to sort report data. Set the **Target Band** property to the Group Header or Detail band, and specify the data field in the **Field Name** property. - -![](~/reporting-for-desktop/images/eurd-win-label-interactive-sorting-options.png) - -Refer to [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for a step-by-step tutorial. - -## Markup Text - -Enable the **Allow Markup Text** property to format the label's text with markup tags. - -![](~/reporting-for-desktop/images/eurd-label-markup.png) - -**Label** supports the following tags: - -| Tag | End Tag | Supported in XLS / XLSX Export| Supported in DOCX Export| Description | -| --- | ------- | --- | --- | ----------- | -| **<br>** | **</br>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) |Inserts a single line break. Enable the **WordWrap** property to use this tag. | -| **<nbsp>** | - | ![](~/reporting-for-desktop/images/yes.png) |![](~/reporting-for-desktop/images/yes.png) | Inserts a space. | -| **<color**=_value_**>** | **</color>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) | Specifies the text color. | -| **<backcolor**=_value_**>** | **</backcolor>** | |![](~/reporting-for-desktop/images/yes.png) | Specifies the background color. | -| **<size**=_value_**>** | **</size>** | ![](~/reporting-for-desktop/images/yes.png) |![](~/reporting-for-desktop/images/yes.png)| Specifies the font size. | -| **<b>** | **</b>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) | Defines bold text. | -| **<i>** | **</i>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) |Defines italic text. | -| **<s>** | **</s>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) |Defines strikethrough text. | -| **<u>** | **</u>** | ![](~/reporting-for-desktop/images/yes.png) | ![](~/reporting-for-desktop/images/yes.png) | Defines underlined text. | -|**<r>**|**</r>**||![](~/reporting-for-desktop/images/yes.png)| Defines regular text. This resets any bold, italic, underlined, or strikethrough formats specified with tags or applied in the control’s appearance settings.| -|**<sub>**|**</sub>**|| ![](~/reporting-for-desktop/images/yes.png)| Specifies that the text is smaller and displayed lower than the previous character. Export to DOCX does not support nested sub elements. For example, double subscript: 2<sub>2<sub>2</sub></sub>| -|**<sup>**|**</sup>**|| ![](~/reporting-for-desktop/images/yes.png)|Defines that the text is smaller and displayed higher than the previous character. Export to DOCX does not support nested sup elements. For example, double superscript: 2<sup>2<sup>2</sup></sup>| -| **<image=**_value_**>** | - |![](~/reporting-for-desktop/images/yes.png) |![](~/reporting-for-desktop/images/yes.png) | Inserts an image from the report's named image collection. Supports both raster images and SVG images. Use the report's **Image Resources** property to provide images and reference them by their **Id**. The **image** tag's **size** attribute sets the image display pixel size. If the specified width/height exceeds the label's width/height, it is reduced to display the entire image. Specify the **size** attribute after the tag's value followed by the ";" character. | -| **<href=**_value_**>** | **</href>** | |![](~/reporting-for-desktop/images/yes.png) | Displays a hyperlink. The value string specifies the hyperlink source, and the string between the opening and closing tags is the text to display. | -|**<font>**|**</font>**|![](~/reporting-for-desktop/images/yes.png)|![](~/reporting-for-desktop/images/yes.png)|Specifies the font family. You can combine it with the color and size settings within a single tag.| diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md deleted file mode 100644 index 3156274f8c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Page Break -author: Anna Gubareva ---- -# Page Break - - -The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. - -You can add this control by dragging the **Page Break** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-page-break-to-report.png) - -This control is visually represented by a short line attached to the report's left margin. - -The Page Break control is useful when you need to insert a page break between controls within a [report band](../../introduction-to-banded-reports.md) (for example, to divide subreports so that the second subreport starts printing on a new page). - -![](../../../../../images/eurd-win-page-break-between-subreports.png) - -You can also insert a page break before or after a specific report band using the band's **Page Break** property. - -![](../../../../../images/eurd-win-band-page-break-property.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md deleted file mode 100644 index 76224b713c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Page Info -author: Anna Gubareva ---- -# Page Info - -The **Page Info** control is used to display auxiliary information on report pages, such as date, time, page numbers or user name. - -To add a new Page Info control to a report, drag the **Page Info** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. - -![](../../../../../images/eurd-win-add-page-info-to-report.png) - -Use the **Page Information** property to define the kind of information the control displays: page numbers, system date-time, or user name. - -![](../../../../../images/eurd-win-page-info-information-kind.png) - -For examples of different uses of this control, see the corresponding tutorials: - -* [Add Page Numbers](../../add-navigation/add-page-numbers.md) -* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) -* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) - -> [!NOTE] -> Because usually this information is displayed in the Page Header/Footer and Top/Bottom Margin bands, you cannot bind the **Page Info** property to a field from a data source. So, in order to display dynamic information, use the [Label](label.md) or [Rich Text](rich-text.md) controls instead. - -In addition, a format string can be applied to a control's contents. For example, you can change the control's format to **Page {0} of {1}** using the **Text Format String** property. - -![](../../../../../images/eurd-win-page-info-text-format-string.png) - -When a report contains at least one [group](../../shape-report-data/group-and-sort-data/group-data.md), you can specify individual page numbers for report groups by setting the **Running Band** property to the name of the required group. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md deleted file mode 100644 index 5ff4495c49..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Panel -author: Anna Gubareva ---- -# Panel - -The **Panel** control is a container that frames separate report controls and allows you to move, copy and paste them. The panel also visually unites report controls in Print Preview (for instance, with borders or a uniform color background). - -To add a panel to a report, drag the **Panel** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. - -![](../../../../../images/eurd-win-add-panel-control-to-report.png) - -Drop the desired report controls onto the panel to combine them to a group. - -![](../../../../../images/eurd-win-add-report-controls-to-panel.png) - -You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. - -![](../../../../../images/eurd-win-panel-control-moving.png) - -The [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) displays controls placed onto a panel as its subordinate nodes. - -![](../../../../../images/eurd-win-panel-structure-in-report-explorer.png) - -The panel cannot contain the following report controls: -* [Pivot Grid](../use-charts-and-pivot-grids.md) -* [Subreport](../use-basic-report-controls/subreport.md) -* [Page Break](../use-basic-report-controls/page-break.md) -* [Table of Contents](../use-basic-report-controls/table-of-contents.md) -* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) - -If a panel includes only one control, you can use the **Fit Bounds to Container** command in the context menu or in the **Layout** toolbar tab. This command resizes the control so that it occupies all the available container space (excluding borders). - -![](../../../../../images/eurd-win-panel-fit-bounds-to-container.png) - -You can also enable the panel's **Can Shrink** property to automatically adjusts the panel's size to fit all the inner controls. For instance, this allows preventing blank areas when you [conditionally hide specific controls](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md). - -![](../../../../../images/eurd-win-panel-can-shrink-property.png) - -> [!NOTE] -> The Panel control cannot span several [report bands](../../introduction-to-banded-reports.md) as [cross-band controls](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) can. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md deleted file mode 100644 index 7b5bdbdfdc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md +++ /dev/null @@ -1,137 +0,0 @@ ---- -title: PDF Content -author: Sergey Andreev ---- - -# PDF Content - -The **PDF Content** control allows you to render PDF file content in two ways: - -* *Default*. Render each PDF file page as a separate report page. - - ![Render PDF content on separate pages](../../../../../images/eurd-win-pdf-content-diagram.png) - -* Embed PDF content into a report. - - ![Embed PDF content to a report](../../../../../images/xrpdfcontent-generate-own-pages-on.png) - - Refer to the following documentation section for more details: [Embed PDF File Content into a Report](#embed-pdf-file-content-into-a-report). - -## Add the PDF Content Control to a Report - -Drop the **PDF Content** item from the Toolbox onto a [band](../../introduction-to-banded-reports.md) on the design surface. - -![Drop the PDF Content control from Toolbox](../../../../../images/xrpdfcontent-drop-from-toolbox.png) - -You can also copy a PDF document from an external application and paste it in your report, or drag a document and drop it onto the design surface. - -![Drag a PDF file from an external resource to a report band](../../../../../images/xrpdfcontent-drag-file.png) - -The dragged file's content is assigned to the control's **Source** property as [binary data](#specify-pdf-data). - -## Specify PDF Content - -Use one of the following methods: - -* [Specify binary PDF data](#specify-pdf-data) - - This data is stored in the report file. The source of this data does not need to be available when the report is rendered. - -* [Specify a reference to a PDF document](#specify-a-reference-to-a-pdf-document) - - The reference to the document is stored in the report definition file. The referenced document should be available when the report is rendered. - -### Specify PDF Data - -Expand the **PDF Content** control's smart tag, click the **Source** property's ellipsis button, and select a PDF file. - -![Click the Source property's ellipsis button and select PDF file](../../../../../images/xrpdfcontent-source-ellipsis.png) - -When users save a report, the **Source** property value persists in the report file. - -You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). - -### Specify a Reference to a PDF Document - -Expand the **PDF Content** control's smart tag, click the **Source URL** property's ellipsis button, and select a PDF file. - -![Click the Source URL property's ellipsis button and select PDF file](../../../../../images/xrpdfcontent-sourceurl-ellipsis.png) - -To specify a PDF document location on the Web, assign a document URL to the **Source URL** property. - -![Assign a Web URL to the Source URL property](../../../../../images/xrpdfcontent-sourceurl.png) - -You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source Url** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). - -When users save a report, the URL or path specified in the **Source URL** property is included in the report file. The PDF document should be available at the specified location when a report is printed or rendered in Preview. - -The **Source Url** property value takes precedence over the **Source** property value. If you specify both properties, **PDF Content** includes the content specified by **Source Url**. If the file specified in the **Source Url** property cannot be loaded, the PDF data from the **Source** property is used. - -### Use Expressions - -Expand the **PDF Content** control's smart tag and click the **Expression** property's ellipsis button below the **Source** or **Source URL** property. - -![Assign an expression to the Source URL property](../../../../../images/xrpdfcontent-sourceurl-expression.png) - -Use the invoked **Expression Editor** to create an expression that identifies the source of a PDF file. - -## Embed PDF File Content into a Report - -[Add](#add-the-pdf-content-control-to-a-report) the **PDF Content** control to a report, [specify](#specify-pdf-content) a PDF file location, and disable the control's **Generate Own Pages** property. - -![Disable the Generate Own Pages property](../../../../../images/disable-generate-own-pages-property.png) - -### Use Cases - -* Create a report with PDF file content and headers / footers that are printed on PDF file pages. - -* Print pictures, bar codes, page numbers, a report watermark, and other elements over the content of a PDF file. - -* Create a report document with paper kind that differs from PDF pages paper kind. Refer to the following section for instructions: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). - -* Append PDF file content to report content and add sequential numbering to all report pages. For this, add PDF file content as a subreport to your report as described in the following section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Then, [add page numbers](../../add-navigation/add-page-numbers.md) to both the subreport and main report. - -* Design a pre-printed form and use PDF file as a watermark. - - If your PDF file contains one page, follow the steps below: - 1. Embed this page into a report's *Detail* band. - 2. Remove the report's margins to prevent duplication with PDF page margins. - 3. Adjust the page size to make it fit the entire *Detail* band. - - If your PDF file contains multiple pages, do the following: - 1. Create a subreport for each of the pages. Follow the instructions in this section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Use the **PDF Content** control's **Page Range** property to specify the PDF file page that should be included to a subreport. - 2. Include each of these subreports to one report. - -### Fit PDF File's Page Size to Report's Page Size - -A PDF file and a report to which you embed PDF file content might have different paper kind. PDF file pages can also be generated with double margins: page margins and report margins. - -This section explains how to set the same paper kind for a report and its embedded PDF file and how to include only the PDF file's page margins to the report. The main idea is to create a subreport that includes PDF pages in embedded mode, and then, add this subreport to the main report that contains initial content. - -1. Create a blank report. Set the report's **Paper Kind** property to the paper kind of the main report to which you want to embed PDF content. - -2. Drop the **PDF Content** control from the **Toolbox** onto the created report's _Detail_ band, specify a PDF file source, and disable the control's **Generate Own Pages** property. - - ![Add Pdf Content control to a report](../../../../../images/xrpdfcontent-add-to-a-report.png) - -3. Remove the report's margins and adjust the **PDF Content** control size to make PDF content fit the entire *Detail* band. - - ![Adjust the Pdf Content control's size](../../../../../images/xrpdfcontent-adjust-size.png) - -4. Add the report as a subreport to your main report. Use the [Subreport](subreport.md) control with the **Generate Own Pages** property enabled. - - ![Add the Pdf Content control as a subreport to the main report](../../../../../images/xrpdfcontent-add-as-subreport.png) - - The following image demonstrates the main report's Preview: - - ![The main report's Preview](../../../../../images/xrpdfcontent-main-report-preview.png) - -## Limitations - -* PDF content is displayed as an image in Preview. Users cannot select text in PDF content. To allow users to select text, export the report to PDF. - -* You cannot add the **PDF Content** control to the following bands: - * **Top Margin** / **Bottom Margin** - * **Page Header** / **Page Footer** - * **Group Header** / **Group Footer** bands (if their **Repeat Every Page** properties are enabled). - * **Vertical Header** / **Vertical Detail** / **Vertical Total** diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md deleted file mode 100644 index 7913f01152..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: PDF Signature -author: Sergey Andreev ---- -# PDF Signature - -**PDF Signature** is a control that adds a visual signature to a report exported to PDF. - -You can sign a report document when you [export it to PDF](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/exporting-from-print-preview.md). The signature information you specify is saved to the document's **PDF Signature Options**. The **PDF Signature** control visualizes the document signature information: - -* Certificate name -* Distinguished name -* Location -* Signature date -* Signature reason - -![PDF Signature Overview](../../../../../images/eurd-win-pdf-signature-overview.png) - -> [!TIP] -> For more information on how to create, export, and sign a report, refer to the following tutorial: [Reports with a Visual PDF Signature](../../create-reports/reports-with-visual-pdf-signature.md). - -## Add a Signature Control to a Report - -Drop the **PDF Signature** control from the **Toolbox** onto a report. - -![Drop PDF Signature from the Toolbox](../../../../../images/eurd-win-pdf-signature-drop-from-toolbox.png) - -## Report with Multiple Signatures - -The first **PDF Signature** control is added to a report with the **Display Document Signature** property enabled. This control visualizes the document signature information. - -Other **PDF Signature** controls are added with the **Display Document Signature** property disabled. When a report is exported to PDF, these controls are converted to signature form fields. Users can open an exported file in a PDF editor and put their signatures in these fields. - -![Multiple Controls](../../../../../images/eurd-win-pdf-signature-multiple.gif) - -Enable a control's **Display Document Signature** property to make it visualize the document's signature information. This property becomes disabled for all other signature controls. - -If all signature controls have the **Display Document Signature** property disabled, the signature information is added to an exported file but is not displayed. - -## Specify Signature Options - -Expand the control's smart tag and enable check boxes for the signature fields that you want to display. - -* **Image Display Mode** - - Specifies whether the control shows the signature image. The following property values are available: - - * **Show** - - The control shows a sample signature image. If an exported document is signed, the converted PDF form field shows the actual signature image. - - ![Show Certificate Image](../../../../../images/eurd-win-pdf-signature-showcertificateimage.png) - - * **Hide** - - The control does not show a signature image. - - ![Hide Certificate Image](../../../../../images/eurd-win-pdf-signature-hidecertificateimage.png) - - * **Show Certificate Name As Image** - - The control shows a sample certificate name in place of a signature image. When an exported document is signed, the converted PDF form field shows the actual certificate name. - - ![Show Certificate Name as Image](../../../../../images/eurd-win-pdf-signature-showcertificatenameasimage.png) - -* **Display Document Signature** - - Specifies whether the control displays the document signature information. For more information, refer to the following section: [Report with Multiple Signatures](#report-with-multiple-signatures). - -The signature control shows the **certificate name**, **distinguished name**, **location**, **signature date**, and **signature reason**. Disable the corresponding options in the control's smart tag to hide these fields. - - ![Disable Signature Options](../../../../../images/eurd-win-pdf-signature-disable-options.png) - -Disable the **Show Captions** property to exclude captions from the fields listed above. - - | Show Captions Enabled | Show Captions Disabled | - | --- | --- | - | ![Show Captions Enabled](../../../../../images/eurd-win-pdf-signature-show-captions-enabled.png) | ![Show Captions Disabled](../../../../../images/eurd-win-pdf-signature-show-captions-disabled.png) | - -## Limitations - -The **PDF Signature** control is not exported to non-PDF formats. A placeholder is added to exported documents instead. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md deleted file mode 100644 index 3e6d604919..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md +++ /dev/null @@ -1,157 +0,0 @@ ---- -title: Picture Box -author: Anna Gubareva ---- -# Picture Box - -## Overview - -Use the **Picture Box** control to add images to a report. The images can have one of the following formats: BMP, JPG, JPEG, GIF, TIF, TIFF, PNG, ICO, DIB, RLE, JPE, JFIF, EMF, WMF, SVG. - -To add the **Picture Box** control to a report, drag the **Picture Box** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-picture-box-to-report.png) - - -Specify one of the following properties to set an image: - -- **Image Source** - Save the image to the report definition. -- **Image Url** - Only save a path to the image. - -![](../../../../../images/eurd-win-picture-box-image-property.png) - -## Assign an External Image - -Click the **Image Source** / **Image URL** property's ellipsis button to invoke the **Open File** dialog. - -![](../../../../../images/eurd-win-ImageSource-OpenFileDialog.png) - -The selected image or its URL is saved to the report definition **.repx** file. - -## Assign an Image from the Report's Image Collection - -Set the report's **Image Resources** property. - -![](../../../../../images/eurd-win-ImageResources-Editor.png) - -Click the **Picture Box**'s smart tag. In the invoked menu, click the **Expression** option's ellipsis button to open the **Expression Editor**. Choose an image from the **Images** collection: - -![ImageSource-OpenFileDialog](../../../../../images/eurd-win-ImageSource-ExpressionEditor-ImagesCollection.png) - - -## Bind a Picture Box to Data - -Use one of the following techniques to add the **Picture Box** control that obtains an image from a data source. - -- Click the control's smart tag. In the invoked menu, expand the **Expression** drop-down list for the **Image Source** property and select a data field. - - ![](../../../../../images/eurd-win-picturebox-set-field.png) - - You can bind the **Image Url** property to data in a similar way. In this instance, the URL that specifies the image location is obtained from the data source. - - Click the **Expression** option's ellipsis button to invoke the **Expression Editor**. Use this editor to construct a [binding expression](../../use-expressions.md) that can include two or more data fields. - -- Drag an image data field from the report's [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto a report band. - - ![](../../../../../images/eurd-win-picture-box-drop-from-field-list.png) - -- Right-click a data field in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto a report band. Select the **Picture Box** item in the invoked context menu. - - ![](../../../../../images/eurd-win-picture-box-drop-right-click.png) - - -See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for more information about how to create data-aware controls. - -## SVG Support Limitations - -The **Picture Box** control does not support the following SVG content: - -- Gradient colors -- Text (you can convert text to curves as a workaround) -- Animations -- External .css styles - -Export (except for PDF) has the following limitations: - -- SVG images are converted to metafiles because document viewers may not support SVG format. - -- SVG images are exported as PNG in the Microsoft Azure environment. - - -The **Medium Trust** permission level does not support SVG. - -## Image Size Modes - -Use the **Sizing** property to specify an image's position in the Picture Box. - -![](../../../../../images/eurd-win-picture-box-sizing-property.png) - -This control supports the following image size modes: - -* **Normal** - - The image is displayed at the top left corner with its original dimensions. The image is clipped if it does not fit the control's boundaries. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-normal.png) - -* **Stretch Image** - - The image is stretched or shrunk to fill the control's width and height. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-stretch-image.png) - -* **Auto Size** - - The control's dimensions are adjusted to the image's size. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-auto-size.png) - -* **Zoom Image** - - The image is resized proportionally without clipping it to fit the control dimensions. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-zoom-image.png) - -* **Squeeze** - - The image is centered and shown full-size if the control dimensions exceed the image size. Otherwise, the image is resized to fit the control's boundaries. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-squeeze.png) - -* **Tile** - - The original image is replicated within the control starting from the top left corner. The replicated image is clipped if it does not fit the control's boundaries. - - ![](../../../../../images/eurd-win-picture-box-image-size-mode-tile.png) - -You can also use the **Image Alignment** property in the **Normal**, **Squeeze** and **Zoom Image** modes to specify the alignment in relation to the control's boundaries. - -## Image Orientation - -The **Use Image Metadata** option allows you to specify whether to take into account the Exif metadata orientation of the image displayed in the **Picture Box** control. - -The Exif orientation property helps applications display the image in its intended orientation, regardless of how it was captured by the camera. This property contains a numerical value that specifies how much a saved image should be rotated to achieve a correct viewing angle. - -For example, if you capture a photo in portrait mode (holding the camera vertically), the camera may save the image in a landscape orientation. This can lead to the image appearing sideways or upside down when viewed on a computer or other devices. - -When you set **Use Image Metadata** to true, the **Picture Box** control reads the orientation property value and displays the image according to this value. - -The example below illustrates the use of the **Use Image Metadata** option. The **Picture Box** displays an image whose orientation in Exif metadata is 90 degrees clockwise. If you enable the **Use Image Metadata** option property, the image is rotated 90 degrees clockwise to orientate it correctly. - -![XRPictureBox image orientation](../../../../../images/picture-box-use-image-metadata-example.png) -## Interactivity - -You can add a possibility to load/change an image and/or draw a signature in a picture box when it is displayed in Print Preview. To do this, enable the **Edit Options** | **Enabled** property. - -![picture-box-enable-content-editing](../../../../../images/eurd-win-picture-box-enable-content-editing.png) - -Click the picture box in a previewed document and an editor invokes. - -![picture-box-content-editing](../../../../../images/eurd-win-picture-box-content-editing.png) - -> [!Tip] -> You can draw borders for the picture box to make the editor visible in Print Preview, if an image is not specified. - -Refer to the [Content Editing in Print Preview](../../provide-interactivity/edit-content-in-print-preview.md) topic for details and to the [Interactive E-Forms](../../create-reports/interactive-e-forms.md) tutorial to see how the E-Form demo report uses this picture box mode. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md deleted file mode 100644 index 43b0dc9810..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md +++ /dev/null @@ -1,124 +0,0 @@ ---- -title: Rich Text -author: Anna Gubareva ---- -# Rich Text - -## Overview -The **Rich Text** control displays formatted text (static, dynamic or mixed) in your report. - -To add this control to a report, drag the **Rich Text** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-rich-text-to-report.png) - -You can load RTF or HTML content from an external file. Click the control's smart tag and select **Load File**. - -![](../../../../../images/eurd-win-rich-text-load-file.png) - -In the invoked **Open** dialog, use the drop-down list to define the file's extension (**.rtf**, **.docx**, **.txt**, **.htm** or **.html**), select the file and click **Open**. - -You can double-click the Rich Text to invoke its in-place editor and enter static text. Use the [Toolbar](../../report-designer-tools/toolbar.md)'s **Font** group to format the text. - -![](../../../../../images/eurd-win-rich-text-in-place-editor.png) - -Press CTRL+Enter to submit changes and exit the in-place editor. - - -> [!NOTE] -> The Rich Text's content is exported as plain text only when exporting to XLS or XLSX format. - -## Bind to Data - -You can [bind](../../use-report-elements/bind-controls-to-data.md) the control's **RTF** property to a data field obtained from a report's data source. Click the control's smart tag, expand the **Rtf Expression**'s drop-down list and select the data field. - -![](../../../../../images/eurd-win-rich-text-bind-to-data.png) - -You can bind the control to a data field that provides HTML content in the same way. To do this, click the control's smart tag and use the **Html Expression**'s drop-down list. - -Click the **Rtf Expression** or **Html Expression** option's ellipsis button to invoke the **Expression Editor**. This editor allows you to construct a complex binding expression with two or more data fields. - -You can also drag and drop any field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) with the right mouse button and select the **Rich Text** menu item. This creates a new Rich Text control bound to this field. - -![](../../../../../images/eurd-win-rich-text-drop-fom-field-list.png) - -The Rich Text also enables you to merge data fields and static content in its text. - -![](../../../../../images/eurd-win-rich-text-mail-merge.png) - -See the [Bind Controls to Data](../bind-controls-to-data.md) and [Use Embedded Fields](../use-embedded-fields-mail-merge.md) topics for more information. - -## Markup Text - -### Supported Tags - -The table below lists the supported HTML tags. External links are processed for inline pictures and style sheets (CSS files). The ID and Class attributes are interpreted for all tags, including the unlisted ones. These attributes are used to specify a style for content within a certain tag. - -| Tag | Attributes | Notes | ----------|----------|--------- -| a | dir | | -| b | dir | | -| base | | | -| basefont | size
color
face
dir | | -| big | dir | | -| blockquote | dir | | -| br | dir | | -| center | dir | | -| code | dir | | -| del | cite
datetime | | -| div | page-break-before
page-break-after
page-break-inside
background-color
border (CSS)
dir | Only the **always** property value is supported for the **page-break-before** tag. | -| em | dir | | -| font | size
color
face
dir | | -| h1-h6 | align
dir | | -| head | | | -| html | | | -| hr | align
color
noshade
size
width | | -| i | dir | | -| ins | cite
datetime | | -| img | align
src
height
width | If the **align** attribute is not specified, the image is considered as inline. | -| li | type
value
dir | | -| link | href
type
media
dir | | -| meta | | | -| ol | type
value
align
dir | | -| p | align
dir | | -| script | | Text inside this tag is ignored. | -| small | | | -| span | | | -| strike | dir | | -| strong | dir | | -| style | | | -| sub | dir | | -| sup | dir | | -| table | align
bgcolor
border
bordercolor
cellpadding
cellspacing
dir
width | The **dir** attribute reorders table columns. | -| td | align
bgcolor
bordercolor
colspan
height
nowrap
rowspan
text-align
valign
width | The **align** tag is supported in the Internet Explorer only.
The **Rich Text** control's interpretation of the **bordercolor** attribute is different from the HTML browser. | -| th | any allowed | | -| tr | align
bgcolor
bordercolor
height
text-align
valign | The **align** attribute is supported in the Internet Explorer only. | -| title | | Text inside this tag is ignored. | -| u | dir | | -| ul | dir | | - -### Unsupported Tags - -* <base> tag with _href_ attribute; -* <div> tag with _border_, _align_ and _float_ CSS attribute; -* <li> tag with _list-style-image_ CSS attribute; -* <margin> tag; -* <tab> tag; -* <table> tag with _cols_ attribute; -* <td> tab with _bordercolor_ and _nowrap_ attributes; -* _!important_ declaration; -* _word-wrap_ and _break-word_ css properties; -* css3 shapes; -* <ui> tag with _type_ attribute. - -### Export to Excel - -When a report is exported to XLS or XLSX, the following rich-text content is converted from **Rich Text** controls into Excel-native rich-text content: - -| | HTML Tags and RTF Equivalents | -| --- | --- | -| Text format | \, \, \, \, \, \ | -| Line break | \
| -| Non-breaking space | \  | -| Font | \ | -| Font size | \ | -| Foreground color | \ | diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md deleted file mode 100644 index ffa537e608..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Subreport -author: Anna Gubareva ---- -# Subreport - -The **Subreport** control is used to embed other reports into the current report. - -To add this control to a report, drag the **Subreport** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../../images/eurd-win-add-subreport-to-report.png) - -The Subreport control allows you to solve the following tasks: - -* **Reuse reports**, if there is a particular report structure (template) that needs to be included in many reports; for instance, a report header that always contains the same information (the company information, logo, date, etc.). - -* [Create master-detail reports](../../create-reports/master-detail-reports-with-subreports.md) -* [Merge reports](../../merge-reports.md) - -Use one of the following properties to provide the report source: - -* **Report Source** - - Determines a report to be included as a subreport. - - If report classes of the application that invoked the Report Designer are compiled into one assembly, then they are available as items in this combo box. - -* **Report Source URL** - - Defines a URL of a report file (*.REPX), to use as a report source. - -Double-click a subreport to open its associated report in a new Report Designer tab. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md deleted file mode 100644 index 8934fe0ada..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Table of Contents -author: Anna Gubareva ---- -# Table of Contents - -## Overview -Once [bookmarks](../../add-navigation/add-bookmarks-and-a-document-map.md) have been assigned to specific report elements, you can generate a table of contents that displays page numbers containing the elements included into the document map. - -To implement a table of contents, drop the **Table Of Contents** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. If the report does not contain a [Report Header](../../introduction-to-banded-reports.md) at the moment, it is created automatically so that the table of contents can be added to it. - -![](../../../../../images/eurd-win-add-table-of-contents-to-report.png) - -The following image illustrates the difference in displaying information by a table of contents within a report and in a published document. - -![](../../../../../images/eurd-win-table-of-contents-example.png) - - -## Table of Contents Structure -The table of contents contains the following elements: - -1. A title that displays text and formatting options specified by the **Level Title** property. - -2. One or more document levels that provide individual formatting settings to specific nodes of a document map's tree. To access the collection of levels, use the **Levels** property. - - Unless levels have been added to a table of contents, a single default level is used to provide common settings to the elements of a document map for which no specific level has yet been assigned. - -Refer to the [Add a Table of Contents](../../add-navigation/add-a-table-of-contents.md) topic for a step-by-step tutorial. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md deleted file mode 100644 index ab40773d4a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md +++ /dev/null @@ -1,84 +0,0 @@ ---- -title: Add a Chart (Set Up Series Manually) -author: Anna Gubareva ---- -# Add a Chart (Set Up Series Manually) - -This document demonstrates how to add a chart to a report, provide data for chart series, and set up chart elements. This topic shows two chart series based on the same data source. You can use different data sources for different series. - -![](../../../../../images/eurd-win-chart-manual-setup-example.png) - -## Add a Chart to a Report - -1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). - - ![](../../../../../images/eurd-win-chart-add-to-report.png) - - The **Chart Designer** wizard is invoked. Disable the **Display the designer every time a new chart is added** option if you do not want to trigger the wizard the next time you create a chart. - - ![](../../../../../images/eurd-win-chart-designer-display-every-time.png) - - Close the wizard at this stage. - -2. Click the chart's [smart tag](../../../../../articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md) to bind the chart to data. Expand the **Data Source** property's drop-down and click **Add New Data Source**. - - ![](../../../../../images/eurd-win-add-chart-data-source.png) - -3. The invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) enables you to create a data source and [bind](../../bind-to-data.md) the chart to it. - -> [!NOTE] -> Ensure that the report's **Data Source** property is set to **None** when you place a chart into the **Detail** band. Otherwise, the chart is repeated as many times as there are records in the report's data source. - -## Add Series to the Chart - -1. Select the chart. Switch to the **Chart Tools** toolbar tab and click **Run Designer**. - - ![](../../../../../images/eurd-win-chart-run-designer-button.png) - -2. Add a new series to the chart. - - * Locate **Series** in the chart elements tree and click the plus button. - * Select the series type (for example, **Bar**) from the invoked list. - - ![](../../../../../images/eurd-win-chart-designer-add-new-series.png) - -3. Populate the created series with points. - - - Switch to the **Data** tab. - - Select a data source from the drop-down list. - - Drop data fields onto the **Argument** and **Value** cells to define the series' points. - - ![](../../../../../images/eurd-win-chart-designer-bind-series-to-data.png) - -4. Filter series data. - - - Switch to the **Properties** tab. - - Click the **Filter String** property's ellipsis button. - - Construct filter criteria in the invoked **FilterString Editor** and click **OK**. - - ![](../../../../../images/eurd-win-chart-designer-data-filter.png) - -5. Create another series with the same settings. Select the **Point** view type for this series. - -## Customize the Chart - -Improve the chart's appearance: - -* Remove the chart legend, because the chart series are bound to the same data. Select **Legend** in the chart elements tree and disable the **Visibility** check box in the **Options** tab. - - ![](../../../../../images/eurd-win-chart-designer-remove-legend.png) - -* Select the **Label** node under **Series 1** and disable the **Visibility** check box to hide point labels. -* Customize the **Series 2** markers' appearance. Set **Size** to **12** and **Kind** to **Inverted Triangle** to replace the default circle with an upside down triangle. - - ![](../../../../../images/eurd-win-chart-designer-marker-appearance.png) - -* Customize the chart's appearance settings. For instance, select **Nature Colors** from the drop-down **Palette** list. - - ![](../../../../../images/eurd-win-chart-designer-set-palette.png) - -## View the Result - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to preview your report. - -![](../../../../../images/eurd-win-chart-manual-setup-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md deleted file mode 100644 index f4be2c3625..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md +++ /dev/null @@ -1,62 +0,0 @@ ---- -title: Add a Chart (Use a Series Template) -author: Anna Gubareva ---- - -# Add a Chart (Use a Series Template) - -This document describes how to create a report with a **Chart** control bound to data and generate all series automatically based on a common template. - -![](../../../../../images/eurd-win-chart-auto-created-series-example.png) - -## Add a Chart to a Report - -1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). - - ![](../../../../../images/eurd-win-chart-add-to-report.png) - - After you drop the chart, the **Chart Designer** is automatically invoked if its **Display the designer every time a new chart is added** option is enabled. Close the designer at this step. - -2. Open the [Toolbar](../../report-designer-tools/toolbar.md)'s **Chart Tools** contextual tab and click **Add Data Source** to bind the chart to data. - - ![](../../../../../images/eurd-win-chart-add-data-source-button.png) - - -3. The invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) enables you to assign a data source to the chart. Bind the chart to a data source as described in the [Bind to Data](../../bind-to-data.md) section. - -4. Click the chart's smart tag and make sure that the **Data Source** and **Data Member** properties were specified correctly. - - ![](../../../../../images/eurd-win-chart-auto-created-series-data-source.png) - - -> [!NOTE] -> The report's **Data Source** property should be set to **None** because the Chart is in the Detail band. When a report has its **Data Source** property specified, the Chart is repeated in preview as many times as there are records in the report data source. - - -## Adjust the Series Template - -1. Switch to the **Chart Tools** toolbar tab and click **Run Designer**. - - ![](../../../../../images/eurd-win-chart-run-designer-button.png) - -2. In the invoked **Chart Designer**, go to the **Data** tab to the right of the designer's window. Select a data source in the corresponding drop-down list and drag-and-drop the data fields onto the corresponding cells. - - The **Series** cell specifies a data field that should provide data for series names. A new series should be created for each record in this data field. Use the **Argument** and **Value** cells to define where to get data for point arguments and values. - - ![](../../../../../images/eurd-win-chart-auto-created-series-data-settings.png) - -3. Switch to the **Properties** tab and expand the **Series Template** option. The **Argument Data Member** and **Value Data Members** properties are automatically assigned to the corresponding data fields. Make sure that the **Argument Scale Type** and **Value Scale Type** properties are set to appropriate values. - - ![](../../../../../images/eurd-win-chart-auto-created-series-properties.png) - -## Customize the Chart -Perform the following customization to improve the chart's appearance: - -* Use the chart's **Series Name Template** property to add text to the beginning or end of each series name. For example, set the **Begin Text** inner property to "GSP in ". -* Set the **Labels Visibility** property to **False** to avoid overlapping series labels. -* Specify the color settings used to draw the chart's series. For instance, select **Nature Colors** in the **Palette**'s drop-down list. - -## View the Result -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../../images/eurd-win-chart-auto-created-series-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md deleted file mode 100644 index 3c0935fb53..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Link a Chart and a Pivot Grid -author: Anna Gubareva ---- -# Link a Chart and a Pivot Grid - -This tutorial demonstrates how to use the Chart control to visualize the Pivot Grid control's data. - -## Create a Pivot Grid - -1. Drop the **Pivot Grid** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). - - ![](../../../../../images/eurd-win-add-pivot-grid-to-report.png) - -2. Open the [Toolbar](../../report-designer-tools/toolbar.md)'s **Pivot Grid Tools** contextual tab and click **Add Data Source** to bind the pivot grid to data. - - ![](../../../../../images/eurd-win-pivot-grid-toolbar-add-data-source.png) - -3. Navigate through the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md)'s pages to set up the data source. See the [Bind to Data](../../bind-to-data.md) section for more information. - - After the data source is created, the Pivot Grid's **Data Source** and **Data Member** properties are assigned automatically. - -4. Switch the **Pivot Grid Tools** toolbar tab and click **Run Designer**. In the invoked Designer, click **Retrieve Fields** to obtain fields from the control's data source. - - ![](../../../../../images/eurd-win-pivot-grid-designer-retrieve-fields.png) - -5. Switch to the **Layout** page and drag-and-drop the data fields onto the **Row Fields**, **Column Fields** and **Data Items** areas to define the Pivot Grid's layout. - - ![](../../../../../images/eurd-win-pivot-grid-designer-layout.png) - - Click **Apply** and close the Designer. - -## Link a Chart with the Pivot grid - -1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the Detail band below the Pivot Grid. - - ![](../../../../../images/eurd-win-add-chart-to-link-with-pivot-grid.png) - -2. The **Chart Designer** is invoked automatically after you drop the Chart onto the Detail band. Switch to the **Data** tab at the right of the Designer's window and choose the Pivot Grid in the drop-down list. - - ![](../../../../../images/eurd-win-chart-designer-pivot-grid-data-source.png) - - This adjusts all the Chart's binding and layout settings automatically. Make sure that **Series**, **Argument** and **Value** cells are filled with the corresponding fields. Note that field values are generated based on the Pivot Grid's columns, rows, and data items. - - ![](../../../../../images/eurd-win-chart-designer-pivot-grid-result.png) - -3. Select the **Label** node under auto-generated series in the chart elements tree and switch to the **Options** tab. Disable the **Visibility** check box to avoid overlapping series labels. - - ![](../../../../../images/eurd-win-chart-designer-auto-series-label-visibility.png) - -4. (optionally) You can customize various settings that determine a linked Chart and Pivot Grid pair's common behavior. To do this, use the Chart's **Pivot Grid Data Source Options** property. This property is synchronized with the Pivot Grid's **Options Chart Data Source** property. - - ![](../../../../../images/eurd-win-chart-pivot-grid-data-source-options.png) - - -## View the Result - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../../images/eurd-win-pivot-grid-with-chart-result.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md deleted file mode 100644 index 617b72ad2c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Use Charts in Reports -author: Anna Gubareva ---- -# Use Charts in Reports - -## Overview - -You can use the **Chart** control to add a chart to a report. This control provides 2D or 3D views to visualize data series (for instance, Bar, Point, Line, Pie and Doughnut, Area, etc.). - -| 2D Series View | 3D Series View | -|---|---| -| ![](../../../../../images/eurd-win-chart-2d-series-example.png) | ![](../../../../../images/eurd-win-chart-3d-series-example.png) | - -The **Chart** control can display multiple series. - -| Bar and Point Series | Nested Doughnut Series | -|---|---| -| ![](../../../../../images/eurd-win-chart-bar-and-point-series.png) | ![](../../../../../images/eurd-win-chart-nested-doghnut-series.png)| - -The **Chart** control contains various visual elements (diagrams, series, legends, primary and secondary axes, titles and labels, etc.). You can select these elements in the **Report Designer** and customize their settings in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -The Report Designer provides the Chart Designer that allows you to create and customize charts. - -![](../../../../../images/eurd-win-chart-designer-ui.png) - -## Bind to Data - -To provide data to a chart, use the **Data Source** property. - -You can assign a [Pivot Grid](../../create-reports/cross-tab-reports.md) to a chart's data source. This allows the **Pivot Grid** to supply data to the chart. Refer to the [Link a Chart and a Pivot Grid](link-a-chart-and-a-pivot-grid.md) topic for details. - -When the chart data source is not assigned, the chart obtains data from the report's data source - -A chart can display report data in the following ways: - -* Place a chart on the report header/footer band to display a summary for the detail report data. - - ![](../../../../../images/eurd-win-chart-in-report-header.png) - -* Place a chart on a group header/footer to visualize data in each report group. Refer to the [Use Charts to Visualize Grouped Data](use-charts-to-visualize-grouped-data.md) step-by-step tutorial for more information. - - ![](../../../../../images/eurd-win-chart-in-group-footer.png) - -* The chart in the Detail band is printed as many times as there are records in the report's data source. - -Specify the following settings to provide data to a chart's series. - -* The **Argument Data Member** property specifies the data field that provides point arguments. -* The **Value Data Members** property specifies the data fields that supply point values. - -You can specify these settings in the following ways: - -* **Bind each series individually** - - Add a new series to the chart and specify the argument and value data members. Refer to the [Add a Chart (Set Up Series Manually)](add-a-chart-set-up-series-manually.md) step-by-step tutorial for details. - -* **Create series dynamically** - - Assign the data field that contains series names to the chart's **Series Data Member** property and specify the argument and value data members using the series template. Refer to the [Add a Chart (Use a Series Template)](add-a-chart-use-a-series-template.md) step-by-step tutorial for more information. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md deleted file mode 100644 index 32d07c3dfc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Use Charts to Visualize Grouped Data -author: Anna Gubareva ---- -# Use Charts to Visualize Grouped Data - -This topic describes how to use charts to visualize grouped data in a report. - -![](../../../../../images/eurd-win-chart-for-groups-result.png) - -In this tutorial, the report data is grouped against a data field (the report's group field). A chart is placed in the Group Footer band and is not bound to data. The report's data source is used to populate the chart with data. - -![](../../../../../images/eurd-win-chart-group-footer-report-layout.png) - -Follow the steps below to make each chart instance display data for its group. - -1. Select the chart. Open the [Toolbar](../../report-designer-tools/toolbar.md)'s **Chart Tools** contextual tab and click **Run Designer**. - - ![](../../../../../images/eurd-win-chart-run-designer-button.png) - -1. Add a new series. Click the plus button next to the **Series** item in the Chart Designer. - - ![](../../../../../images/eurd-win-chart-designer-add-series.png) - - Select a series type. - - ![](../../../../../images/eurd-win-chart-designer-select-view-type.png) - -1. Provide data for the argument and value axes. - - Switch to the created series' **Data** tab. Drop fields onto the **Argument** and **Value** areas. - - ![](../../../../../images/eurd-win-chart-for-groups-designer-data-settings.png) - -1. Filter the chart. Go to the **Properties** tab. Click the **Filter String** property's ellipsis button to invoke the FilterString Editor. - - ![](../../../../../images/eurd-win-chart-for-groups-designer-data-filters.png) - - Add a filter condition. On the left side, specify the field by which chart data should be filtered. - - ![](../../../../../images/eurd-win-chart-group-footer-create-filter-string.png) - - On the right side, use a chart parameter to obtain a group value from the report's group field. Click the right side's icon until it turns into a question mark and select **Add Parameter** from the context menu to invoke the Add New Parameter dialog. - - ![](../../../../../images/eurd-win-chart-group-footer-create-filter-string-set-parameter.png) - - Set the **Binding** property to the report's group field and click **OK**. - - ![](../../../../../images/eurd-win-chart-group-footer-add-new-parameter.png) - -Click OK in the FilterString Editor and in the Chart Designer to apply changes. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../../images/eurd-win-chart-for-groups-result.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md deleted file mode 100644 index 4aad75df6e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md +++ /dev/null @@ -1,85 +0,0 @@ ---- -title: Data Shaping -author: Sergey Andreev ---- -# Data Shaping - -## Calculate Totals - -The Cross Tab calculates the following automatic totals: - -* **Row Totals** - against outer row fields; -* **Row Grand Totals** - against all the rows; -* **Column Totals** - against outer column fields; -* **Column Grand Totals** - against all the columns. - -![](../../../../../images/eurd-win-cross-tab-totals-types.png) - -You can use the [layout options](layout-and-print-options.md) to move rows and columns that display total values. - -If you want to [hide specific totals](layout-and-print-options.md#hide-specific-rows-and-columns), select any cell in the row/column and disable the **Row Visible**/**Column Visible** property. - -![](../../../../../images/eurd-win-cross-tab-column-visible.png) - -## Change the Summary Type - -The Cross Tab summarizes values of [data fields](cross-tab-fields.md#data-fields) and displays the results "as is" at the intersection of the corresponding rows and columns. - -Use the **Summary Type** property to specify the summary function calculated against a data field. - -![](../../../../../images/eurd-win-cross-tab-data-field-summary-type-property.png) - -Use the **Summary Display Type** property to display results' contribution to other cell values, for example, as a percentage of grand total values. - -![](../../../../../images/eurd-win-cross-tab-data-field-summary-display-type.png) - -## Sort Data - -The Cross Tab displays row and column field values in the ascending order. Use the **Sort Order** property to change the current sort order. Set this property to **None** to keep the same order as records in the Cross Tab's data source. - -![](../../../../../images/eurd-win-cross-tab-sort-order-property-none.png) - -You can also use the **Sort By Summary Info** property to arrange row/column field values based on grand totals values. - -1. Select a cell you want to sort and expand the **Sort By Summary Info** property in the [Property Grid](../../report-designer-tools/ui-panels/property-grid-tabbed-view.md). -1. Set the **Field Name** property to the name of an assigned data source's field. You can also define a field that is not currently displayed in the Cross Tab. -1. Use the **Summary Type** property to specify which summary function to calculate. The summary type can differ from the summary type currently used in the Cross Tab. -1. Use the **Sort Order** property to define the sort order. - - ![](../../../../../images/eurd-win-cross-tab-sort-by-summary-info.png) - -## Group Data - -The Cross Tab displays unique values of column and row fields and does not group their values. - -![](../../../../../images/eurd-win-cross-tab-group-interval-default.png) - -Use the **Group Interval** property to combine original field values into categories (groups). For instance, you can group date-time values by year, month, quarter, day, hour. - -![](../../../../../images/eurd-win-cross-tab-group-interval-date-year.png) - -To group numeric values, set the **Group Interval** property to **Numeric** and use the **Group Interval Numeric Range** property to specify the interval length. For instance, set the range to **100** to group records by 100 orders. - -![](../../../../../images/eurd-win-cross-tab-numeric-values-grouped.png) - -## Use Parameters - -The Cross Tab uses and displays values of data fields from an assigned data source. To provide values outside the data source, use internal Cross Tab parameters. Each parameter is stored in the **Parameters** collection. - -You can access the **Parameters** property in the Cross Tab's smart tag or in the Properties window. - -![](../../../../../images/eurd-win-cross-tab-parameters-property.png) - -Click this property's ellipsis button and add parameters in the invoked Collection Editor. You can bind a Cross Tab parameter to a [report parameter](../../use-report-parameters.md) or to any data field available in a report. - -![](../../../../../images/eurd-win-cross-tab-create-internal-parameter.png) - -You can then use the created parameters to [filter the Cross Tab](#filter-data). - -## Filter Data - -Use the Cross Tab's **Filter String** property to invoke the **FilterString Editor** and specify the filter criteria. - -![](../../../../../images/eurd-win-cross-tab-filter-data.png) - -You can use the [Cross Tab's parameters](#use-parameters) in filter criteria. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md deleted file mode 100644 index d18543a1e3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Use Embedded Fields (Mail Merge) -author: Anna Gubareva ---- -# Use Embedded Fields (Mail Merge) - -This topic describes how to provide data to report controls using the advanced **Mail Merge** binding method. This feature allows you to create templates in which data source values populate specific fields while other text remains constant (that is, allows you to combine static and dynamic content within the same control). - -## Embed Fields in a Control Text -You can apply mail merge to the control's **Text** property only. Double-click the required control on the design surface to invoke the in-place editor. Insert data field names with square brackets to create embedded fields and use any prefixes or postfixes. - -![](../../../../images/eurd-win-mail-merge-insert-data-fields.png) - -You can embed a [parameter](../use-report-parameters.md)'s value into a control's content using the **[?ParameterName]** syntax. - -![](../../../../images/eurd-win-mail-merge-insert-parameters.png) - -A database barrel icon is displayed above the control if embedded fields are valid in the current data context (specified by the report's **Data Source** and **Data Member** properties). - -For the [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) control, you can select any text part and adjust its color and font options using the [Toolbar](../report-designer-tools/toolbar.md)'s **Font** group. - -![](../../../../images/eurd-win-mail-merge-format-text.png) - -Embedded fields are replaced with values obtained from an assigned data source when previewing or exporting a report: - -![](../../../../images/eurd-win-mail-merge-preview-result.png) - -Consider the following specifics and limitations when using embedded fields: - -* Field names should not use spaces to be interpreted correctly. -* Mail Merge is not available for a table's nested fields in a master-detail hierarchy. -* Embedded fields cannot be exported to [XLS](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xls-specific-export-options.md) and [XLSX](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-winforms/exporting/xlsx-specific-export-options.md) as values; they are always exported as plain text. We recommend using [text formats](../shape-report-data/format-data.md) instead if you need to accompany dynamic data with static text. - -## Format Embedded Fields -The mail merge feature enables you to apply formats to embedded field values. Select a required data field and click the control's smart tag. Click the **Format String** property's ellipsis button, and in the invoked **Format String Editor**, choose a built-in format pattern. - -![](../../../../images/eurd-win-mail-merge-format-string.png) - -This adds the selected format to the target data field by separating it from the field name with the **!** symbol and applies this format to field values when previewing a document. - -![](../../../../images/eurd-win-mail-merge-format-string-result.png) - -## Supported Controls -You can apply the mail merge feature to the **Text** of the following report controls: - -* [Barcode](../use-report-elements/use-bar-codes.md) -* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) -* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) -* [Table Cell](../use-report-elements/use-tables.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md deleted file mode 100644 index 995595cbd5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Add Gauges to a Report -author: Anna Gubareva ---- -# Add Gauges to a Report - -## Gauge Overview - -The **Gauge** control provides you with the capability to embed graphical gauges into your report. - -To add this control to the report, drag the **Gauge** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. - -![](../../../../../images/eurd-win-add-gauge-control-to-report.png) - -Use the [Toolbar](../../report-designer-tools/toolbar.md)'s **Gauge Tools** contextual tab to select a gauge's appearance. - -![](../../../../../images/eurd-win-gauge-tools-toolbar-contextual-tab.png) - -* **View** - - Specifies the type of the displayed gauge. The following view types are available: - - * **Linear** - - ![](../../../../../images/eurd-win-gauge-control-linear-type.png) - - Supported view styles: **Horizontal** and **Vertical**. - - * **Circular** - - ![](../../../../../images/eurd-win-gauge-control-circular-type.png) - - Supported view styles: **Full**, **Half**, **Quarter Left**, **Quarter Right** and **Three Fourth**. - -* **Theme** - - Specifies the gauge's color theme. The **Flat Light** and **Flat Dark** view themes are supported. - - ![](../../../../../images/eurd-win-gauge-control-view-theme.png) - -The following properties allow you to customize the gauge scale and specify its displayed values. - -* **Actual Value** - specifies the value displayed by a gauge. -* **Target Value** - specifies the position of the target value marker. -* **Maximum** - specifies the gauge's maximum value. -* **Minimum** - specifies the gauge's minimum value. - -![](../../../../../images/eurd-win-gauge-control-smart-tag-properties.png) - - -## Bind a Gauge to Data - -To [bind](../bind-controls-to-data.md) the gauge's displayed value to data, click the control's smart tag and in the invoked actions list, expand the **Expression** drop-down list for the **Actual Value** property and select the required data field. - -![](../../../../../images/eurd-win-gauge-control-bind-to-data.png) - -In the same way, you can bind the **Target Value**, **Minimum** and **Maximum** properties to data. To do this, expand the **Expression** drop-down list for the corresponding property and select the required data field. - -Clicking the **Expression** option's ellipsis button invokes the **Expression Editor**, in which you can construct a complex binding expression involving two or more data fields. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md deleted file mode 100644 index 3cece6e914..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Add Sparklines to a Report -author: Anna Gubareva ---- -# Add Sparklines to a Report - -## Sparkline Overview -The **Sparkline** control displays a compact chart that is commonly used to illustrate the data flow for every row in a report. - -To add this control to the report, drag the **Sparkline** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. - -![](../../../../../images/eurd-win-add-sparkline-control-to-report.png) - -## Bind the Sparkline to Data -You can connect the sparkline to individual data without accessing a report's data source. Click the control's smart tag, expand the **Data Source** drop-down list and select the required data source. - -![](../../../../../images/eurd-win-sparkline-select-data-source.png) - -The sparkline uses the report's data source if you do not specify the **DataSource** property. - -After that, specify the **Data Member** property and set the **Value Member** property to a data field that provides point values for the sparkline. - -To create a new data source for a sparkline, open the [Toolbar](../../report-designer-tools/toolbar.md)'s **Sparkline Tools** contextual tab and click the **Add Data Source** button. This invokes the [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) that allows you to set up a required data source. - -## Adjust the Sparkline View -You can select the sparlkline's view type in the **Sparkline Tools** toolbar tab's **View** gallery. - -![](../../../../../images/eurd-win-sparkline-tools-toolbar-tab.png) - -Alternatively, you can click the sparkline's smart tag and select the required view type in the **View** drop-down list. - -The sparkline supports the **Line**, **Area**, **Bar** and **WinLoss** view types. - -The **View** property provides access to options that change the sparkline's appearance. - -![](../../../../../images/eurd-win-sparkline-view-property.png) - -Each view type has properties that define the extreme values' visibility: - -* **Highlight Start Point** and **Highlight End Point**; -* **Highlight Min Point** and **Highlight Max Point**. - -Specific properties differ between view types, such as the **Highlight Negative Points** setting that is available only for the **Bar** sparkline. - -The following image illustrates a [table report](../../create-reports/table-reports.md) containing sparklines that provide maximum and minimum value indicators in their data range: - -![](../../../../../images/eurd-win-report-with-sparklines.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md deleted file mode 100644 index 9820ccd4a5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Bind Table Cells to Data -author: Anna Gubareva ---- -# Bind Table Cells to Data - -You can create a table control with cells [bound](../bind-controls-to-data.md) to data fields obtained from a report's data source using the [Field List](../../report-designer-tools/ui-panels/field-list.md). Select data fields by clicking them while holding the CTRL or SHIFT key and drop them onto the Detail band. - -![](../../../../../images/eurd-win-table-control-drop-fields-from-field-list.png) - -Drag and drop the same fields with the right mouse button to create column headers with the corresponding field names. - -![](../../../../../images/eurd-win-table-control-drop-captions-from-field-list.png) - -You can bind individual table cells to data in the same ways as [Label](../use-basic-report-controls/label.md) controls. Dropping a data field onto an existing cell binds this cell to a corresponding field. - -![](../../../../../images/eurd-win-bind-existing-table-cell-to-data.png) - -Alternatively, click the cell's smart tag, expand the **Expression** drop-down list and select the required data field - -![](../../../../../images/eurd-win-table-cell-smart-tag-expression-binding.png) - -Clicking the **Expression** option's ellipsis button invokes the Expression Editor. This allows you to construct a complex binding expression involving two or more data fields. - -See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic to learn more about creating data-aware controls. - -The **Process Duplicates Mode** and **Process Duplicates Target** options enable you to merge cells with identical values. - -![](../../../../../images/eurd-win-table-cell-process-duplicates-mode.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md deleted file mode 100644 index 652204aec2..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Hide Table Cells -author: Anna Gubareva ---- -# Hide Table Cells - -You can hide a specific table cell conditionally, for instance, based on a [report parameter](../../use-report-parameters.md) value. - -Right-click the **Parameters** section in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and select **Add Parameter**. - -![](../../../../../images/eurd-win-create-parameter-to-hide-table-cells.png) - -In the invoked **Add New Parameter** dialog, specify the parameter's name and description for Print Preview, and set the type to **Boolean**. - -![](../../../../../images/eurd-win-parameter-settings-to-hide-table-cells.png) - -Specify an [expression](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) for the cell's **Visible** property to define a logical condition for displaying or hiding this cell. - -The image below demonstrates how to provide the visibility expression for the cell bound to the **CategoryID** field. For a report to display correctly, you should specify the same expression for the cell that displays the field caption in the Page Header. - -![](../../../../../images/eurd-win-hide-table-cell-using-expression.png) - -The **Process Hidden Cell Mode** property allows you to define how to distribute the remaining space between the table's visible cells. - -![](../../../../../images/eurd-win-table-process-hidden-cell-mode.png) - -The image below illustrates how the original table looks like: - -![](../../../../../images/eurd-win-table-hidden-cell-mode-initial-layout.png) - -The following modes are available to process hidden cells: - -* **StretchPreviousCell** - A cell to the left of the hidden cell is stretched to occupy the available space. If the hidden cell is the first in the row, the next cell is stretched. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-stretch-previous-cell.png) - -* **StretchNextCell** - A cell to the right of the hidden cell is stretched to occupy the available space. If the hidden cell is the last in the row, the previous cell is stretched. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-stretch-next-cell.png) - -* **ResizeCellsEqually** - All visible cells are resized to divide the space that a hidden cell reserved equally. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-resize-cells-equally.png) - -* **ResizeCellsProportionally** - All visible cells are resized to proportionally divide the space that a hidden cell reserved based on their weights in the whole table width. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-resize-cells-proportionally.png) - -* **DecreaseTableWidth** - The table width is decreased, and visible cells are shifted to a hidden cell's location without changing their size. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-descrease-table-width.png) - -* **LeaveEmptySpace** (the default mode) - A space remains at a hidden cell's location, and other cells are not affected. - - ![](../../../../../images/eurd-win-table-hidden-cell-mode-leave-empty-space.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md deleted file mode 100644 index 7fffde3ae3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md +++ /dev/null @@ -1,84 +0,0 @@ ---- -title: Manage Table Structure -author: Anna Gubareva ---- -# Manage Table Structure - -## Insert Table Rows and Columns - -You can use the **Insert** group in the [toolbar](../../report-designer-tools/toolbar.md)'s **Table Tools** contextual tab or the **Insert** context menu items to add new rows and columns. The added cells inherit the source cells' size and appearance settings. - -![](../../../../../images/eurd-win-table-insert-commands.png) - -* **Insert Row Above** - - Inserts a row above the current cell and shifts the existing rows up if there is enough space above the table (otherwise, shifts the existing rows down). - - ![](../../../../../images/eurd-win-table-insert-row-above.png) - -* **Insert Row Below** - - Inserts a row below the current cell and shifts the existing rows down. This command increases the band height to accommodate all the rows if there is not enough space under the table. - - ![](../../../../../images/eurd-win-table-insert-row-below.png) - -* **Insert Column to Left** - - Inserts a new column to the left of the current cell and shifts the leftmost columns to the left (otherwise, shifts these columns to the right). - - ![](../../../../../images/eurd-win-table-insert-column-to-left.png) - -* **Insert Columns to Right** - - Inserts a new column to the right of the current cell and shifts the rightmost columns to the right. This command decreases all columns' width proportionally to accommodate all the columns if there is not enough space to the right of the table. - - ![](../../../../../images/eurd-win-table-insert-column-to-right.png) - -## Insert, Split and Merge Table Cells - -* **Insert Cell** (context menu item) - - Divides the current cell width in half and inserts a new cell to the right. The added cell copies the source cell's appearance settings. - - ![](../../../../../images/eurd-win-table-insert-cell.png) - -* **Merge Cells** - - Merges the selected cells. This command is available if the selection has a rectangle form. - - ![](../../../../../images/eurd-win-table-merge-cells.png) - -* **Split Cells** - - Invokes the **Split Cells** dialog where you can specify the number of columns and rows to split the selected cells. You can apply this change to each selected cell individually, or merge the cells and then split the resulting cell. - - ![](../../../../../images/eurd-win-table-split-cells.png) - - -## Delete Table Elements - -Use the **Delete** group in the [toolbar](../../report-designer-tools/toolbar.md)'s **Table Tools** contextual tab or the **Delete** context menu items to remove table elements. - -![](../../../../../images/eurd-win-table-delete-commands.png) - -* **Delete Cell** - - Deletes a table cell and stretches the previous cell to occupy the remaining space. If this cell is the first in the row, the next cell is stretched. - - ![](../../../../../images/eurd-win-table-delete-cell.png) - -* **Delete Row** - - Deletes a row and shifts the existing rows up. - - ![](../../../../../images/eurd-win-table-delete-row.png) - -* **Delete Column** - - Deletes a column and shifts the existing columns to the left. - - ![](../../../../../images/eurd-win-table-delete-column.png) - -* **Delete Table** - - Deletes the entire table. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md deleted file mode 100644 index e75bb30817..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md +++ /dev/null @@ -1,98 +0,0 @@ ---- -title: Manipulate Table Elements -author: Anna Gubareva ---- -# Manipulate Table Elements - -## Select Table Elements - -You can click a table cell to select it and [access its settings](../manipulate-report-elements/select-report-elements-and-access-their-settings.md). To select multiple cells, hold the SHIFT or CTRL key and click cells. - -![](../../../../../images/eurd-win-table-control-multiple-selected-cells.png) - -Use the arrow that appears when a mouse cursor hovers over the table edges to select an entire row or column. - -![](../../../../../images/eurd-win-table-control-select-rows-and-columns.png) - -Click the ![](../../../../../images/eurd-win-table-control-select-table-button.png) button at the table's left bottom corner to select the whole table. You can also use this button to move the table. - -The **Select** group in the [toolbar](../../report-designer-tools/toolbar.md)'s **Table Tools** contextual tab also enables you to select the current row, the current column or the entire table. - -![](../../../../../images/eurd-win-table-select-toolbar-group.png) - - -## Resize Table Elements - -You can resize a table or its cell by dragging the rectangle drawn on its edge or corner. - -The following column resizing modes are supported: - -* Resizing a column changes the next column's width without affecting the other columns (keeps the table dimensions intact). - - ![](../../../../../images/eurd-win-table-control-column-resizing.png) - -* Resizing a column while holding the CTRL key changes the next columns' width while maintaining their proportion to the overall table (keeps the table dimensions intact). - - ![](../../../../../images/eurd-win-table-control-column-resizing-with-ctrl.png) - -* Resizing a column while holding the SHIFT key shifts the next columns without changing their size. - - ![](../../../../../images/eurd-win-table-control-column-resizing-with-shift.png) - -The following row resizing modes are supported: - -* Resizing a row changes the next row's width without affecting the other rows (keeps the table dimensions intact). - - ![](../../../../../images/eurd-win-table-control-row-resizing.png) - -* Resizing a row while holding the SHIFT key shifts the next rows without changing their size. - - ![](../../../../../images/eurd-win-table-control-row-resizing-with-shift.png) - -You can set the same size for multiple table columns or rows. Select the required rows or the whole table, right-click the selected area and choose **Distribute Rows Evenly**. - -![](../../../../../images/eurd-win-table-control-distribute-rows-evenly.png) - -If the cell's content is partially visible in the resulting row, this row automatically increases its height to fit its content and also adjusts the other rows accordingly. - -You can resize columns equally in a similar way by selecting the columns or the table itself and choosing **Distribute Columns Evenly** in the context menu. - -![](../../../../../images/eurd-win-table-control-distribute-columns-evenly.png) - -## Reorder Table Rows and Cells - -You can change the order of table rows and cells. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) window, select a row or cell and drag it to a new position. - -![](../../../../../images/reorder-table-cells.gif) - -The Report Explorer highlights the possible drop targets when you drag an element over them. - -> [!NOTE] -> You can move table rows and cells only within the same parent control. - -## Apply Styles to Table Elements - -Select a table element and switch to the **Property Grid**. Expand the **Styles** group and set the **Style** property to the style name. - -![design-time-select-style](../../../../../images/eurd-win-select-style-table.png) - -As an alternative, you can drag a style from the Report Explorer onto an element. - -![design-time-drag-style](../../../../../images/eurd-win-drag-style.gif) - -## Stretch Table Cells - -You can stretch a cell so that it occupies several rows and columns. - -- Stretch a cell across several columns - Remove a neighboring cell by pressing DELETE or selecting **Delete** | **Cell** in the context menu and resize the remaining cells. - - ![](../../../../../images/eurd-win-table-control-cell-column-span.png) - -- Stretch a cell across several columns - Use a table cell's **Row Span** property to specify the number of rows the table cell spans. - - ![](../../../../../images/eurd-win-table-control-cell-rows-span.png) - - > [!NOTE] - > For the **RowSpan** property to work properly, the spanned cells should have the same width. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md deleted file mode 100644 index 0d3136d9b5..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Table Overview -author: Anna Gubareva ---- -# Table Overview - -The **Table** control displays information in a tabular format and allows you to create [table reports](../../create-reports/table-reports.md). - -You can add a table control by dragging the **Table** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](~/reporting-for-desktop/images/eurd-win-drop-table-from-toolbox.png) - -You can also create two tables simultaneously, for instance, one that shows column titles in the Page Header and one that shows regular information in the Detail band. Select the **Table** item in the Toolbox and draw a rectangle across these bands. - -![](~/reporting-for-desktop/images/eurd-win-add-table-to-multiple-bands.png) - -The table control contains one or more rows. Each row contains one or more cells. See the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) for a table structure example. - -![](~/reporting-for-desktop/images/eurd-win-table-structure-in-report-explorer.png) - -You can double-click the cell to invoke its in-place editor and type the desired static text. - -![](~/reporting-for-desktop/images/eurd-win-table-cell-static-text.png) - -You can adjust the font size of a cell's static text to fit into the cell's boundaries. Use the **Fit Text to Bounds** button in the [toolbar](../../report-designer-tools/toolbar.md)'s **Text** contextual tab, or right-click this cell and select **Fit Text to Bounds** in the context menu. - -![](~/reporting-for-desktop/images/eurd-win-table-cell-fit-text-to-bounds.png) - -Refer to [Bind Table Cells to Data](bind-table-cells-to-data.md) to learn about providing dynamic content to table cells. - -A table cell is like an [Label](../use-basic-report-controls/label.md) control - it provides the same options for text formatting, alignment, appearance, interactivity, etc. - -You can change the line spacing in a table cell. For this, set the **Line Spacing** property to the desired value. The image shows the difference between spacing: - -![eurd-win-table-cell-line-spacing](~/reporting-for-desktop/images/eurd-win-table-cell-line-spacing.png) - -You can also make a table cell act as a container for other report controls by dropping the required control from the toolbox on this cell. - -![](~/reporting-for-desktop/images/eurd-win-drop-check-box-onto-table-cell.png) - -If a table cell includes only one control, you can right-click this control and use the **Fit Bounds to Container** command in the context menu. The same command is available in the toolbar's **Layout** tab. This command resizes the control so that it occupies all the available cell space (excluding borders). - -![](~/reporting-for-desktop/images/eurd-win-fit-bounds-to-container.png) - -To transform a table into a set of Label controls, right-click a table or any of its cells and select **Convert To Labels**. Table cells containing other controls are converted to [Panel](../use-basic-report-controls/panel.md) controls. - -![](~/reporting-for-desktop/images/eurd-win-table-convert-to-labels.png) - -You can assign different [visual styles](../../customize-appearance/report-visual-styles.md) for even and odd table rows to improve readability. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters.md deleted file mode 100644 index 442c5bf7aa..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Use Report Parameters -author: Sergey Andreev ---- - -# Use Report Parameters - -Report parameters allow you to filter report data dynamically. - -![Report parameters example](../../../images/report-parameters-example.gif) - -## Supported Features/Capabilities - -* Built-in parameter types (String, Date, Number, Boolean, and GUID) - - ![Built-in parameter types](../../../images/built-in-parameter-types.png) - -* [Multi-value parameters](use-report-parameters/multi-value-report-parameters.md) (filter report data against multiple criteria) - - ![Multi-value report parameters](../../../images/parameter-editor-multiple-values.png) - -* [Cascading parameters](use-report-parameters/cascading-report-parameters.md) (filter a parameter’s value list against selections made in a different parameter) - - ![Cascading report parameters](../../../images/cascadingparametersresult124540.png) - -* [Date-range parameters](use-report-parameters/date-range-report-parameters.md) (filter report data against a specified time period) - - ![Date-range report parameters](../../../images/date-range-report-parameters.png) - -* [Static parameter values](use-report-parameters/report-parameters-with-predefined-static-values.md) (create pre-defined (static) parameter value lists) - - ![Static parameter values](../../../images/static-parameter-values.png) - -* [Dynamic parameter values](use-report-parameters/report-parameters-with-predefined-dynamic-values.md) (load parameter values from a data source dynamically) - - ![Dynamic parameter values](../../../images/dynamic-parameter-values.png) - -Refer to the following documentation section for more details: [Create a Report Parameter](use-report-parameters/create-a-report-parameter.md). - -## Reference Report Parameters - -Once you [create](use-report-parameters/create-a-report-parameter.md) a parameter, you can reference it in your report’s [filter string](shape-report-data/filter-data/filter-data-at-the-report-level.md) to filter underlying report data. - -![Reference parameter in report filter string](../../../images/reference-parameter-in-report-filter-string.png) - -You can also reference the parameter in a report control’s [expression](use-expressions.md) or its **Text** property. - -![Reference report parameter in a control's expression](../../../images/report-parameters-reference-in-expression.png) - -When used in this manner, you can filter data displayed within an individual report control (such as [Label](use-report-elements/use-basic-report-controls/label.md)) conditionally. - -You can also bind data source parameters to report parameters and filter data at the data source level. Refer to the following help topic for more information: [Reference Report Parameters](use-report-parameters/reference-report-parameters.md). - -## Specify Parameter Values - -Available report parameters appear within a report’s **Print Preview** window (inside the [Parameters panel](use-report-parameters/parameters-panel.md)). Use this panel to specify desired parameter values: - -![Specify parameter values in the Parameters Panel](../../../images/parameters-panel.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md deleted file mode 100644 index 18ba48ebf7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Cascading Report Parameters -author: Sergey Andreev ---- - -# Cascading Report Parameters - -You can create cascading parameters to filter a list of predefined parameter values based on values in another parameter. - -![Cascading parameters example](../../../../images/cascadingparametersresult124540.png) - -> [!TIP] -> Refer to the following topics for information on how to create a list of predefined parameter values: -> * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) -> * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) - -Follow the steps below to create cascading parameters in the [Report Designer](../../report-designer-for-winforms.md): - -1. [Create a report parameter](create-a-report-parameter.md) you want to use to filter values of another parameter. - - ![Create category parameter](../../../../images/create-category-cascading-parameter.png) - -2. Create a report parameter whose values you want to filter. Click the **Filter String** property's ellipsis button in the **Add New Parameter** dialog and specify a filter string that references the parameter you created in the first step. - - ![Create products parameter](../../../../images/create-product-cascading-parameter.png) - - > [!NOTE] - > In a filter string for a parameter's look-up values, you can reference only those parameters that you created before the parameter whose look-up values you want to filter. You can use the **Report Parameters Editor** to change the order in which you created the parameters. To invoke the editor, right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Edit Parameters**. - -3. In the report's smart tag, click the **Filter String** property's ellipsis button. In the invoked **FilterString Editor**, specify an expression that uses both parameters to filter report data: - - ![Create a filter condition for a report](../../../../images/filteringreportbytwoparameters124539.png) - -The following image illustrates cascading parameters where the **Product** parameter values are filtered by the selected **Category**. - -![Cascading parameters example](../../../../images/cascadingparametersresult124540.png) - -## Cascading Parameters Filtering Specifics - -Cascading parameters can be filtered on the database level (server side) or on the application level (client side). For the following datasources, such parameters are filtered on the database level: - -* [SQL Database](../bind-to-data/bind-a-report-to-a-database.md) -* [MongoDB Instance](../bind-to-data/bind-a-report-to-a-mongodb-instance.md) -* [Entity Framework](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md) - -In case of SQL databases, database level filter operations do not work for stored procedures and custom SQL queries. For such queries, filters are always applied on the application level. - -When your report is bound to one of the above datasources, and you change the value of the primary parameter (for example, the **Category** parameter in the image above), your application does the following: - -* Makes a request to a database. -* Applies a filter on the database level (for example, filters the values of the Products parameter based on the Category parameter value). -* Loads the filtered data to your report. - -You can also apply filter operations for the mentioned datasources on the application level. For this, disable the **Use Server Side Filtering** property (locataed in a parameter's **Value Source** category). - -For the rest of the datasources, filter operations for cascading parameters are always applied on the application level. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md deleted file mode 100644 index 4903cde63c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md +++ /dev/null @@ -1,135 +0,0 @@ ---- -title: Create a Report Parameter -author: Sergey Andreev ---- - -# Create a Report Parameter - -This topic demonstrates how to create a report parameter in the [Report Designer](../../report-designer-for-winforms.md). The topic also describes the [options](#parameter-options) you can specify for a report parameter. - -## Create a Report Parameter in the Report Designer - -In the **Report Designer**, you can create a parameter from the [Field List](../report-designer-tools/ui-panels/field-list.md), [Properties window](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), or [FilterString Editor](../use-expressions/expressions-overview.md#filterstring-editor). The created parameter appears in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. - -![A parameter in the Field List](../../../../images/field-list-parameters-section.png) - -### Create From the Field List - -Right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Add Parameter**. - -![Create a parameter from the Field List](../../../../images/field-list-add-parameter.png) - -Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. - -![Add New Parameter dialog](../../../../images/add-new-parameter-dialog.png) - -### Create From the Properties Window - -Select a report and click the **Parameters** property's ellipsis button in the [Properties window](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). - -![Create a parameter from the Properties window](../../../../images/property-grid-add-parameter.png) - -Click **Add** in the invoked **Report Parameters Editor** dialog to add a new parameter. Specify [parameter options](#parameter-options) and click *OK*. - -![Report Parameters Editor](../../../../images/report-parameters-editor.png) - -### Create From the FilterString Editor - -You can create a parameter when you construct a condition in the [FilterString Editor](../use-expressions/expressions-overview.md#filterstring-editor). Choose the **Select a parameter** field, click the field, and select **Add Parameter** in the invoked context menu. - -![Create a parameter from the Filter String editor](../../../../images/filter-string-editor-add-parameter.png) - -Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. - -![Add New Parameter dialog](../../../../images/add-new-parameter-dialog.png) - -## Parameter Options - -### Name - -The name by which you can [reference a parameter in a report](reference-report-parameters.md). Note that report parameters should have unique names. - -### Description - -A parameter description that appears on a report's **Print Preview** in the [Parameters panel](parameters-panel.md). - -![Parameter description](../../../../images/parameter-description.png) - -### Visible - -Specifies whether a parameter is visible in the [Parameters panel](parameters-panel.md). - -![Parameter editor](../../../../images/parameter-editor.png) - -You can assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that shows/hides a parameter based on a value of another parameter. - -![Specify an expression for the Visible option](../../../../images/specify-expression-for-visible-option.png) - -![Show/hide a parameter's editor based on a value of another parameter](../../../../images/show-hide-parameter-editor.gif) - -### Enabled - -Specifies whether a parameter editor is enabled or disabled in the [Parameters panel](parameters-panel.md). You can set this option to **No** to make a parameter's [default value](#default-value) read-only. - -![Disabled parameter editor](../../../../images/disabled-parameter-editor.png) - -You can also assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that enables/disables a parameter's editor based on a value of another parameter. - -![Specify an expression for the Enabled option](../../../../images/specify-expression-for-enabled-option.png) - -![Enable/disable a parameter's editor based on a value of another parameter](../../../../images/enable-disable-parameter-editor.gif) - -### Type - -The type of parameter values. The following types are available: - -* String; -* Date and Time; -* Date; -* Time; -* Number (16-bit integer); -* Number (32-bit integer); -* Number (64-bit integer); -* Number (floating point); -* Number (double-precision floating point); -* Number (decimal); -* Boolean; -* GUID (Globally Unique Identifier). - -### Default Value - -A parameter's default value. This value is displayed in the [Parameters panel](parameters-panel.md) when you open a report's **Print Preview**. - -You can specify an [expression](../use-expressions.md) for this option. For example, set this option to **Now()** to use the current date as a date parameter's default value. - -![Specify an expression for a parameter's Default Value option](../../../../images/specify-expression-for-parameter-default-value.png) - -> [!NOTE] -> You can use only [constants](../use-expressions/expression-language.md#constants), [operators](../use-expressions/expression-language.md#operators), and date-time / logical / math / string [functions](../use-expressions/expression-language.md#functions) in an expression for a parameter's default value. - -### Allow Null Value - -When the **Allow Null Value** option is enabled, you can leave the parameter's value unspecified. - -![Allow Null Value option](../../../../images/parameter-editor-null-value.png) - -### Allow Multiple Values - -When the **Allow Multiple Values** option is enabled, you can specify multiple values for a report parameter. - -![Allow Multiple Values option](../../../../images/parameter-editor-multiple-values.png) - -### Select All Values - -Enable the **Select All Values** option to use all elements from a [custom set of values](#value-source) as a parameter's [default value](#default-value). - -> [!NOTE] -> You can specify the **Select All Values** option only when the **Allow Multiple Values** option is enabled. - -### Value Source - -Use the **Value Source** option to specify a custom set of values a parameter can accept. You can create a static list of values, load values from a data source, or specify a date range. Refer to the following topics for more details: - -* [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) -* [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) -* [Date Range Report Parameters](date-range-report-parameters.md) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md deleted file mode 100644 index f8f08494c0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Date Range Report Parameters -author: Sergey Andreev ---- - -# Date Range Report Parameters - -This topic describes how to create **date range** and **time range** parameters and filter a report’s data by the specified date or time values. - -![A date range parameter's editor in Preview](~/reporting-for-desktop/images/use-date-ranges-parameters-panel.png) - -## Create a Date Range Parameter in the Report Designer - -Follow the steps below to add a range parameter to a report in the [Report Designer](../../report-designer-for-winforms.md): - -1. [Create a report parameter](create-a-report-parameter.md). -2. In the *Add New Parameter* dialog, specify parameter options: - - - **Parameter type**: *Date and Time*, *Date*, or *Time* - - **Value Source**: *Range Parameters* - - The **Start Parameter** and **End Parameter** sections that appear allow you to configure options to create a date or time range: - - ![The "Add new parameter" dialog for a range parameter](~/reporting-for-desktop/images/use-date-ranges-design-add-param-dialog.png) - -3. You can change the *Name* and initial static *Value* for the **Start Parameter** and **End Parameter**. To specify an [expression](../use-expressions.md) instead of a static value, the **Value** option's ellipsis button and use the **Expression Editor** dialog: - - ![The "Add new parameter" dialog for a range parameter - Expression](~/reporting-for-desktop/images/use-date-ranges-design-value-expression.png) - -4. [Reference the created range parameter](reference-report-parameters.md). You can reference this parameter in the report’s filter string, in expressions, and in a control's **Text** property. You can also bind control and data source parameters to report parameters. - - We recommend that you use the following functions with range parameters in expressions and filter strings: - - - `InDateRange(Date, FromDate, ToDate)` - equivalent to the `FromDate <= Date && Value < Date` expression. - - `InTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime <= Time && Time < ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). - - `OutOfTimeRange(Time, FromTime, ToTime)` - equivalent to the `FromTime > Time || Time => ToTime` expression (including cases where the range spans midnight, such as 23:00-01:00). - - The image below filters the report's data by the following filter string: - - `InDateRange([ShippedDate], ?paramDateRange_Start, ?paramDateRange_End) ` - - ![Reference the created range parameter in the filter string](~/reporting-for-desktop/images/use-date-ranges-filterstring.png) - - -When you switch to the report's **Print Preview** tab, the [Parameters panel](parameters-panel.md) displays the newly created range parameter. Click the editor to set a range. The editor type depends on the parameter type: - -**An editor for "Date" and "Date and Time" range parameters:** - -![A date range parameter's editor on Print Preview.](~/reporting-for-desktop/images/use-date-ranges-parameters-panel.png) - -**An editor for "Time" range parameters:** - -![A time range parameter's editor on Print Preview.](~/reporting-for-desktop/images/use-time-ranges-parameters-panel.png) - -After you submit start and end values, the report document shows filtered data. The report below shows the **ShippedDate** field filtered by the date range parameter: - -![The report data is filtered by the date range](~/reporting-for-desktop/images/use-date-ranges-parameters-filtered.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md deleted file mode 100644 index 833de77c9d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md +++ /dev/null @@ -1,91 +0,0 @@ ---- -title: Multi-Value Report Parameters -author: Sergey Andreev ---- - -# Multi-Value Report Parameters - -This document describes how to create a multi-value parameter and use this parameter to [filter report data](../shape-report-data/filter-data.md). - -![multi-value-parameters-preview](../../../../images/multi-value-parameters-preview118131.png) - -> [!TIP] -> Refer to this help article for information on how to use multi-value parameters in an SQL query: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md#PassMultiValueParameterValueToQuery). - -## Create a Multi-Value Parameter in the Report Designer - -Follow the steps below to create a multi-value parameter in the [Report Designer](../../report-designer-for-winforms.md): - -1. [Create a report parameter](create-a-report-parameter.md) and enable the **Allow multiple values** option. - - ![Enable the Allow multiple values option](../../../../images/enable-allow-multiple-value-option.png) - -1. Specify a list of predefined values for the parameter. You can create a static list of values or load values from a data source. Refer to the following topics for instructions on how to do it: - - * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) - * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) - -## Filter a Report's Data by a Multi-Value Parameter - -To filter a report's data by a multi-value parameter, use the **Is any of** operator for this parameter in the report's filter string: - -![parameters-multi-value-filter-string](../../../../images/parameters-multi-value-filter-string.png) - -The filtered report is displayed after you specify parameter values. - -![parameters-multi-value-filter-report](../../../../images/parameters-multi-value-filter-report.png) - -## Specify Default Values for a Multi-Value Parameter - -A multi-value parameter's default values are selected automatically when you open a report's **Print Preview**: - -![Specify default values for a multi-value parameter](../../../../images/parameters-multi-value-preselect-values.png) - -Use one of the following methods to specify default values: - -* Assign an array of values to the **Default Value** option. - - ![Specify default values for a multi-value parameter](../../../../images/parameters-multi-value-preselect-values-specify.png) - -* Enable the **Select all values** property to populate the parameter value with all items from the parameter's value source (static or dynamic). - - ![Select all values as defaults for a multi-value parameter](../../../../images/multi-value-parameters-select-all.png) - -> [!TIP] -> Disable a report's **Request Parameters** property to avoid the **Waiting for parameter values** message on the report's **Print Preview** and display the report with default parameter values. - -> [!NOTE] -> Ensure that the type of default values match the parameter type when you specify these values for the parameter. - -## Create an Optional Multi-Value Parameter - -Optional parameters allow you to filter report data only if parameter values are specified. Otherwise, if parameter values are not set, the parameter is ignored. - -![Create an optional multi-value parameter](../../../../images/parameters-multi-value-optional.png) - -Do the following to make a multi-value parameter optional. - -1. Create a multi-value report parameter and specify its **Allow null value**, **Default Value**, and **Select all values** options as shown below: - - ![parameters-multi-value-optional-settings](../../../../images/parameters-multi-value-optional-settings.png) - - | Option | Value | - | --- | --- | - | **Allow null value** | **true** | - | **Default Value** | Not specified | - | **Select all values** | **false** | - -2. Disable the report's **Request Parameters** property. - - ![report-requestparameters-disable](../../../../images/report-requestparameters-disable.png) - -3. Assign the following filter condition to the report's filter string: - - ``` - ?category Is Null or [Category ID] In (?category) - ``` - - ![parameters-multi-value-empty-value](../../../../images/parameters-multi-value-empty-value.png) - - > [!TIP] - > You can also use the filter string shown above to filter report data at the data source level. Refer to this help article for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md deleted file mode 100644 index 3b976c4a15..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md +++ /dev/null @@ -1,122 +0,0 @@ ---- -title: The Parameters Panel -author: Eugene Polevikov ---- - -# The Parameters Panel - -The **Parameters** panel allows you to specify parameter values in a report's **Print Preview**. - -![Use the Parameters panel to specify parameter values](../../../../images/parameters-panel-example.gif) - -## Submit Parameter Values - -When you open a report's **Print Preview**, the **Parameters** panel displays default parameter values and descriptions. - -![Parameters panel, "Waiting for parameter values" message](../../../../images/parameters-panel-waiting-for-parameter-values-message.png) - -Specify parameter values and click **Submit** to generate the report's **Print Preview**. Set the report's **RequestParameters** property to **false** to display a report document for the default parameter values when you open the **Print Preview**. - -## Reset Parameter Values to Defaults - -Click the **Reset** button to reset parameter values to defaults. - -![Reset parameter values to defaults](../../../../images/parameters-panel-reset-values-to-defaults.gif) - -## Hide the Parameters Panel - -To remove the **Parameters** panel from a report's **Print Preview**, disable the **Visible** option for all report parameters in the **Report Parameters Editor**. - -![Hide a parameter from the Parameters panel](../../../../images/hide-parameter-from-parameters-panel.png) - -When you hide the **Parameters** panel, the report's **Print Preview** is generated with the default parameter values. - -## Customize the Parameters Panel - -You can unite report parameters into expandable groups, place parameters side-by-side, add separators, and more. - -| Default panel | Customized panel | -| ----------- | ----------- | -| ![](../../../../images/default-parameters-panel-1.png) | ![](../../../../images/customized-parameters-panel-1.png) | - -### Use the Report Parameters Editor - -Right-click the **Parameters** node in the **Field List** and select **Edit Parameters**. - -![](../../../../images/invoke-report-parameters-editor-from-field-list.png) - -This action invokes the **Report Parameters Editor**. - -![](../../../../images/report-parameters-editor-1.png) - -Use the menu on the left to create and customize parameters, groups, and separators. - -#### Customize a Parameter - -Specify the **Label orientation** property to choose the position of a parameter label relative to an editor. - -![](../../../../images/report-parameters-editor-specify-label-orientation.png) - -| Label orientation = Horizontal (Default) | Label orientation = Vertical | -| ----------- | ----------- | -| ![](../../../../images/with-label-orientation-horizontal.png) | ![](../../../../images/with-label-orientation-vertical.png) | - -#### Create and Customize a Group - -Click the **Add group** button to create a new group. - -![](../../../../images/report-parameters-editor-create-new-group.png) - -Use the **Up** and **Down** buttons to change the order of parameters and groups, and place parameters inside or outside a group. - -![](../../../../images/report-parameters-editor-setup-elements-order.png) - -You can also drag-and-drop parameters and groups inside the menu to achieve the same result. - -![](../../../../images/report-parameters-editor-drag-and-drop-elements-in-menu.png) - -To customize a group, select it and use its editors on the right to set up the group appearance. The following example unites the **customerName** and **companyName** parameters into a group called **Select a customer**. - -![](../../../../images/report-parameters-editor-group-customization-options.png) - -| Default panel | Panel with a group | -| ----------- | ----------- | -| ![](../../../../images/default-parameters-panel-2.png) | ![](../../../../images/customized-parameters-panel-2.png) | - -Besides a title, you can also specify the following properties to customize the group appearance: - -| Orientation = Vertical (Default) | Orientation = Horizontal | -| ----------- | ----------- | -| ![](../../../../images/parameters-panel-with-orientation-vertical.png) | ![](../../../../images/parameters-panel-with-orientation-horizontal.png) | - -| Show expand/collapse button = false (Default) | Show expand/collapse button = true | -| ----------- | ----------- | -| ![](../../../../images/parameters-panel-with-show-expand-button-false.png) | ![](../../../../images/parameters-panel-with-show-expand-button-true.png) | - -| Expanded = true (Default) | Expanded = false | -| ----------- | ----------- | -| ![](../../../../images/parameters-panel-with-expanded-true.png) | ![](../../../../images/parameters-panel-with-expanded-false.png) | - -| Show title = true (Default) | Show title = false | -| ----------- | ----------- | -| ![](../../../../images/parameters-panel-with-title-visible-true.png) | ![](../../../../images/parameters-panel-with-title-visible-false.png) | - -| Show borders = true (Default) | Show borders = false | -| ----------- | ----------- | -| ![](../../../../images/parameters-panel-customization-with-border-visible-true.png) | ![](../../../../images/parameters-panel-customization-with-border-visible-false.png) | - -#### Add a Separator - -Click the **Add separator** button to create a separator. - -![](../../../../images/report-parameters-editor-create-separator.png) - -Similar to parameters and groups, you can use the **Up** and **Down** buttons or drag-and-drop separators inside the menu to specify the location for these separators relative to other elements. - -![](../../../../images/report-parameters-editor-specify-location-for-separator.png) - -The example below shows the **Parameters** panel with a separator between the **Company Name** and **Customer Name** parameters. - -| Default panel | Panel with a separator | -| ----------- | ----------- | -| ![](../../../../images/default-parameters-panel-3.png) | ![](../../../../images/customized-parameters-panel-3.png) | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md deleted file mode 100644 index c83978f7ac..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Reference Report Parameters -author: Eugene Polevikov ---- - -# Reference Report Parameters - -After you [create a report parameter](create-a-report-parameter.md), you can reference this parameter in the [report's filter string](#reference-in-a-reports-filter-string), [in expressions](#reference-in-expressions), and [in a control's Text property](#reference-in-a-controls-text-property). You can also bind control and data source parameters to report parameters. Refer to the sections below for more details. - -## Reference in a Report's Filter String - -You can reference a report parameter in the report's filter string. This allows you to conditionally filter the report's data loaded from a data source. - -![reference parameter in report filter string](../../../../images/reference-parameter-in-report-filter-string.png) - -> [!TIP] -> When you use a report's filter string to filter data, all the data is loaded from a data source before the filter is applied. If you use a large dataset, filter data at the data source level. Refer to the following topic for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). - -## Reference in Expressions - -You can reference a report parameter in [expressions](../use-expressions.md) of [controls](../use-report-elements/use-basic-report-controls.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md). - -![Reference report parameters in expressions](../../../../images/report-parameters-reference-in-expression.png) - -This allows you to conditionally change the data a control or calculated field displays. - -You can use the [Field List](../report-designer-tools/ui-panels/field-list.md) to create an [Label](../use-report-elements/use-basic-report-controls/label.md) control that displays only a parameter value. To do this, drag the parameter from the **Field List** and drop it onto the report's band. - -![Drag and drop a report parameter](../../../../images/reference-parameter-drag-and-drop.png) - -You can also use parameters in expressions to specify the visibility of a report's bands or conditionally change a control's appearance. - -![Reference parameters in the Expression Editor](../../../../images/parameters-expression-editor.png) - -Refer to the following topics for more information: - -* [Conditionally Change a Band's Visibility](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md) -* [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) - -## Reference in a Control's Text Property - -You can use a report parameter in a control's **Text** property. - -![Reference a parameter in a control's Text property (Designer)](../../../../images/report-parameters-reference-in-text-property.png) - -This allows you to create a placeholder (embedded field) that is substituted by a parameter value. - -![Reference a parameter in a control's Text property (Preview)](../../../../images/report-parameters-reference-in-text-preview.png) - -Refer to the following topic for information on embedded fields: [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). - -## Bind Control Parameters to Report Parameters - -You can create parameters for the [CrossTab](../use-report-elements/use-cross-tabs.md) and [Chart](../use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md) controls and bind these parameters to report parameters. This allows you to conditionally filter data at the control level. Refer to the following topic for details on how to filter data for the **Сhart** control: [Use Charts to Visualize Grouped Data](../use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md). - -You can also specify a parameter for the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control and bind this parameter to report parameters. This allows you to pass parameter values from the main report to the subreport and conditionally change the subreport's data and appearance. - -## Bind Data Source Parameters to Report Parameters - -You can create parameters for data sources and bind them to report parameters. The table below contains information about which tasks this allows you to solve, a data source for which the task can be solved, and links to documentation sections you can reference for details. - -| Task | Data Source | Documentation | -| --- | --- | --- | -| **Filter data at the data source level** | SQL Data Source
Entity Framework Data Source
MongoDB Data Source | [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md)
[Bind a Report to an Entity Framework Data Source](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md)
[Bind a Report to a MongoDB Instance](../bind-to-data/bind-a-report-to-a-mongodb-instance.md) | -| **Pass report parameters to a stored procedure** | SQL Data Source
Entity Framework Data Source | [Specify Query Parameters](../bind-to-data/specify-query-parameters.md)
[Bind a Report to an Entity Framework Data Source](../bind-to-data/bind-a-report-to-an-entity-framework-data-source.md) | -| **Pass report parameters to a method that loads data** | Object Data Source | [Bind a Report to an Object Data Source](../bind-to-data/bind-a-report-to-an-object-data-source.md) | - -When you bind a report to the JSON Data Source, you can specify a URI from which a JSON file should be loaded. You can bind path parameters, query parameters, and header parameters to report parameters to conditionally configure HTTP requests to the web service endpoint. Refer to the following topic for details: [Bind a Report to JSON Data](../bind-to-data/bind-a-report-to-json-data.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md deleted file mode 100644 index cfb43ccde9..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Report Parameters with Predefined Dynamic Values -author: Sergey Andreev ---- - -# Report Parameters with Predefined Dynamic Values - -You can create a report parameter that uses a list of values from a data source. When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). - -![Create a report parameter with dynamic values](../../../../images/report-parameters-dynamic-values.png) - -## Create a List of Predefined Values in the Report Designer - -Follow the steps below to create a parameter with a list of dynamic values in the [Report Designer](../../report-designer-for-winforms.md): - -1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). -2. Set the parameter's **Value Source** option to **Dynamic List**. Additional fields appear in the **Add New Parameter** dialog and allow you to specify a data source for parameter values. - - ![Specify dynamic values for a report parameter](../../../../images/parameter-specify-dynamic-values.png) - -3. Specify the **Data Source**, **Data Adapter** (for a **DataSet** only), and **Data Member** options. **Value Member** defines a data field that supplies values to the parameter. **Display Member** defines a data field that stores value descriptions displayed in the [Parameters panel](parameters-panel.md). - - ![Specify parameter options for a parameter with dynamic values](../../../../images/report-parameters-dynamic-values16951.png) - - > [!NOTE] - > The data member's value type should match the specified parameter **Type**. - - Use the **Filter String** property to filter parameter values or implement [cascading parameters](cascading-report-parameters.md). Specify the **Sort Order** and **Sort Member** properties to sort parameter values in the [Parameters panel](parameters-panel.md)'s editor. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md b/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md deleted file mode 100644 index 9116db77f3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Report Parameters with Predefined Static Values -author: Sergey Andreev ---- - -# Report Parameters with Predefined Static Values - -You can create a list of predefined values for a report parameter. When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). - -![Create a report parameter with predefined static values](../../../../images/report-parameter-with-predefined-static-values.png) - -## Create a List of Predefined Values in the Report Designer - -Follow the steps below to create a parameter with a list of predefined static values in the [Report Designer](../../report-designer-for-winforms.md): - -1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). -2. Set the parameter's **Value Source** option to **Static List**. A grid appears in the **Add New Parameter** dialog and allows you to specify a list of static parameter values. Each value should have a description. This description is displayed in the [Parameters panel](parameters-panel.md). - - ![Specify static values for a report parameter](../../../../images/parameter-specify-static-values.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md deleted file mode 100644 index a85b16de66..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md +++ /dev/null @@ -1,152 +0,0 @@ ---- -title: Create or Modify Watermarks of a Report -legacyId: 116390 ---- -# Create or Modify Watermarks of a Report - -DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. - -* How to add watermarks. - -* How to specify watermark settings. - -* How to use pre-printed forms. - -## Add a Watermark to a Report - -Right-click the report, and in the invoked context menu, click the **Watermark...** link. In the invoked **Watermarks** dialog, add a new watermark and click either the **Text Watermark** or **Picture Watermark** tab, depending on the type of watermark you wish to add. - -## Specify Text Watermark Settings - -Specify the following settings: - -![EUD_WpfReportDesigner_Watermark_2](../../../../../images/img123769.png) - -* Text - - The watermark’s text. - -* Direction - - The incline of the watermark’s text. - -* Font - - The font of the watermark’s text. - -* Color - - The foreground color of the watermark’s text. - -* Size - - The size of the watermark’s text. - -* Bold - - Formats the watermark’s text as bold. - -* Italic - - Formats the watermark’s text as italic. - -* Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Transparency - - The transparency of the watermark’s text. - -* Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Page Range - - The range of pages which contain a watermark. - -Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. - -> [!NOTE] -> A report can display only one watermark on a report page. - -## Specify Picture Watermark Settings - -Specify an image. Click the **Load image** option’s **Image** button. - -In the invoked **Select Picture** dialog, select the file containing the image that you wish to use as a watermark and click **Open**. - -Specify the following picture options: - -![EUD_WpfReportDesigner_Watermark_3](../../../../../images/img123770.png) - -* Size Mode - - The mode in which a picture watermark is displayed. - -* Tiling - - Specifies whether a picture watermark should be tiled. - -* Horizontal Alignment - - Specifies the horizontal alignment of the watermark. - -* Vertical Alignment - - Specifies the vertical alignment of the watermark. - -* Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Transparency - - The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. - -* Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Page Range - - The range of pages which contain a watermark. - -Click **OK** to add a watermark to the watermark collection. The added watermark is automatically displayed in the report in Preview mode. - -> [!NOTE] -> A report can display only one watermark on a report page. - -## Combine Text and a Picture in One Watermark - -You can display both text and a picture in one watermark. - -For example, create a watermark and specify its text and picture settings. Set position of the text to In front and the position of the picture to Behind. - -As a result, in [Preview](../../document-preview.md) mode the image is displayed behind the table, while the text is in front of the content: - -![EUD_WpfReportDesigner_Watermark_Result](../../../../../images/img123772.png) - -## Display a Specific Watermark in a Report - -The report's **Watermark Id** property allows you to specify a watermark from the collection to display in the report by the watermark's unique identifier (the Id option's value of the watermark). This property has a priority over the watermark’s **Page Range** property. - -## Display Watermarks According to the Specified Condition - -Bind **Watermark Id** to an expression to apply watermarks stored in the collection to specific report pages. - -Create the “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks with the following settings: - -![Create three watermarks](../../../../../images/wpf-bind-watermarks-to-expression--ui.png) - -Specify the expression in the report’s **Watermark Id** property: - -`Iif([Arguments.PageIndex]=0,'Watermark1',Iif([Arguments.PageIndex]%2=0,'Watermark2','Watermark3'))` - -![Specify the binding expression](../../../../../images/wpf-specify-watermark-expression-in-the-expression-editor.png) - -The image below shows the result. - -![Display different watermarks](../../../../../images/wpf-watermarks-expression-example.png) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md deleted file mode 100644 index ba931a358b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Bind a Report to a Database -author: Anna Gubareva -legacyId: 116270 ---- -# Bind a Report to a Database -This document describes the steps required to connect a report to a database. - -To bind a report to a database, do the following. -1. [Create a new report](../../basic-operations/create-a-new-report.md). -2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. - - ![EUD_WpfReportDesigner_AddDataSource](../../../../../../images/img123562.png) - -3. On the first page of the invoked **Data Source Wizard**, specify the data connection to be used. If it is absent in the list containing existing connections, select **No, I'd like to specify the connection parameters myself** and click **Next**. - - ![EUD_WpfReportDesigner_DataSourceWizard_Database_2](../../../../../../images/img123986.png) - -4. On the next page, specify the data source type. Select **Microsoft SQL Server** and click **Next** to proceed. - - ![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../../images/img122896.png) - -5. This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page. - - ![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../../images/img122000.png) - - Click **Next** to proceed. -6. If server authentication is required for the selected database type, the next page will prompt you to specify whether or not you want to save the user credentials along with the connection string. - - Select the required option and click **Next**. - - ![EUD_WpfReportDesigner_DataSourceWizard_Database_3](../../../../../../images/img123987.png) -7. On the next page, you can construct an SQL query to obtain data from the database, or select a stored procedure. - - To construct an SQL query, click **Run Query Builder...** - - ![EUD_WpfReportDesigner_DataSourceWizard_Database_4](../../../../../../images/img123988.png) -8. In the invoked [Query Builder](../../../interface-elements/query-builder.md) window, select an item from the list of available tables on the left and drop it onto the list of data tables to be used. - - ![WPDDesigner_QueryBuilder_AddingTable](../../../../../../images/img122798.png) -9. Enable the check box near the added table to include all of its fields in the data view. - - ![WPDDesigner_QueryBuilder_AddTable](../../../../../../images/img122117.png) - - Click **OK** to exit the **Query Builder**. Click **Finish** to exit the **Data Source Wizard**. - - The newly created SQL data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). - - ![EUD_WpfReportDesigner_SqlDataSource](../../../../../../images/img123563.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md deleted file mode 100644 index 994c6e84dd..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md +++ /dev/null @@ -1,62 +0,0 @@ ---- -title: Bind a Report to an Entity Framework Data Source -author: Anna Gubareva -legacyId: 116271 ---- -# Bind a Report to an Entity Framework Data Source -This document describes the steps required to connect a report to data provided by an Entity Framework data context. - -To bind a report to an Entity Framework data source, do the following: - -# Create a Report - -[Create a new report](../../basic-operations/create-a-new-report.md). -## Select a Data Source and Specify Data Context - -Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. - -![EUD_WpfReportDesigner_AddDataSource](../../../../../../images/img123562.png) - -The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Entity Framework** and click **Next** to proceed. - -![EUD_WpfReportDesigner_DataSourceWizard_EF](../../../../../../images/img123564.png) - -On the next page, select the required data context from the list of available data contexts and click **Next**. - -![EUD_WpfReportDesigner_EF_1](../../../../../../images/img123989.png) - -## Select a Connection String - -On the next page, specify a connection string used to establish a data connection. The following options are available: -### Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![EF default connection string](../../../../../../images/ef-default-connection-string.png) -### Custom Connection String - -Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. - -![WpfReportWizard_EF_SpecifyConnectionString](../../../../../../images/img122129.png) - -### Predefined Connection String - -Select an existing connection string available in the current project. - -![WpfReportWizard_EF_SelectConnectionString](../../../../../../images/img122128.png) - -## Add Stored Procedures (Optionally) - -The following wizard page is available only if the current entity data model contains stored procedures. To bind to a stored procedure, click **Add**. Then, in the invoked window, select a required stored procedure and click **OK**. - -![EUD_WpfReportDesigner_EF_3](../../../../../../images/img123991.png) - -Configure the parameters to be passed to the selected stored procedure. Be sure to specify the correct parameter **Type**. Click **Finish** to exit the wizard. - -![EUD_WpfReportDesigner_EF_4](../../../../../../images/img123992.png) - -## Result - -The newly created Entity Framework data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). - -![EUD_WpfReportDesigner_EFDataSource](../../../../../../images/img123567.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md deleted file mode 100644 index 6956a863af..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Bind a Report to an Object Data Source -author: Anna Gubareva -legacyId: 116272 ---- -# Bind a Report to an Object Data Source -This document describes the steps required to connect a report to an object data source. - -To bind a report to an object data source, do the following. -1. [Create a new report](../../basic-operations/create-a-new-report.md). -2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. - - ![EUD_WpfReportDesigner_AddDataSource](../../../../../../images/img123562.png) -3. The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Object Binding** and click **Next** to proceed. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object](../../../../../../images/img123565.png) -4. Next, select an assembly that contains the class type definition of the data source. To exclude irrelevant assemblies from this list, select the **Show only highlighted assemblies** check box. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object_1](../../../../../../images/img123994.png) -5. On the following wizard page, select a data source type. To exclude irrelevant classes from this list, select the **Show only highlighted types** check box. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object_2](../../../../../../images/img123995.png) -6. On the next wizard page, select whether you need to retrieve the actual data from the data source or obtain the data source schema (enabling you to edit the report layout without having access to the actual underlying data). Select the second option and click **Next** to proceed. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object_3](../../../../../../images/img123996.png) -7. The following page allows you to select a data source constructor to be used to create an instance of the data source. To exclude irrelevant constructors from the list, select the **Show only highlighted constructors** check box. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object_4](../../../../../../images/img123997.png) -8. On this wizard page, you can specify the parameters for the selected constructor. To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or even create a new report parameter using the in-place editor. - - ![EUD_WpfReportDesigner_DataSourceWizard_Object_5](../../../../../../images/img123998.png) - - Click **Finish** to exit the wizard. - -The newly created object data source will be displayed in the **Components** node of the [Report Explorer](../../../interface-elements/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../../../interface-elements/field-list.md). - -![EUD_WpfReportDesigner_ObjectDataSource](../../../../../../images/img123569.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md deleted file mode 100644 index 9d500bc18c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Calculated Fields -author: Anna Gubareva -legacyId: 116278 ---- -# Calculated Fields -This document demonstrates how to add a _calculated field_ to a report. The main purpose of calculated fields is to perform pre-calculations of virtually any level of complexity over data fields based on a specific expression. - -In the Report Designer, a calculated field is similar to an ordinary data field (e.g., you can [bind controls to it](binding-report-controls-to-data.md), and [group](../shaping-data/grouping-data.md), [sort](../shaping-data/sorting-data.md) and [filter](../shaping-data/filtering-data.md) your report against it). - -To add a calculated field to your report, follow the instructions below. -1. To create a calculated field, in the [Field List](../../interface-elements/field-list.md), right-click any item inside the data source, and in the invoked menu, select **Add Calculated Field**. - - ![WPFDesigner_FieldListAddingCalcField](../../../../../images/img123013.png) -2. In the Field List, select the created field and switch to the [Properties Panel](../../interface-elements/properties-panel.md). Make sure to change the **Field Type** property to an appropriate value. - - ![EUD_WpfReportDesigner_CalcField_1](../../../../../images/img123716.png) -3. Then, create an expression for the calculated field. - - Click the ellipsis button for the **Expression** property to invoke the **Expression Editor**. You can also invoke this dialog by right-clicking the calculated field within the Field List and selecting **Edit Expression...** - - ![EUD_WpfReportDesigner_CalcField_2](../../../../../images/img123717.png) - - Click **Fields** to see the field list. To add a data field or [report parameter](report-parameters.md) to this expression, double-click the required name. A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using the "**Parameters.**" prefix before their names. Use the toolbar to add operators between field names. - - To close the dialog and save the expression, click **OK**. -4. Finally, drag the calculated field from the Field List onto the required [band](../../report-elements/report-bands.md) like an ordinary data field. - - ![EUD_WpfReportDesigner_CalcField_3](../../../../../images/img123718.png) - -The report with a calculated field is now ready. Switch to the [Print Preview](../../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_CalcField_Result](../../../../../images/img123719.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md deleted file mode 100644 index 7f25222c26..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Create a Table of Contents -author: Anna Gubareva -legacyId: 116343 ---- -# Create a Table of Contents -This tutorial describes how to create a report with a table of contents, which is automatically created based on the [bookmarks](add-bookmarks.md) existing in a report. - -To insert a table of contents into a report, do the following. -1. Drop the [Table Of Contents](../../report-elements/report-controls.md) control from the [Toolbox](../../interface-elements/control-toolbox.md) onto the [Report Header Band](../../report-elements/report-bands.md). - - ![EUD_WpfRD_Toc_0](../../../../../images/img125066.png) - - Alternatively, you can double-click the control in the Toolbox. In this case, if the report does not contain a Report Header, it will be created automatically, so that the table of contents can be added to it. -2. Double-click the title of the table of contents and specify its text. - - ![EUD_WpfRD_Toc_1](../../../../../images/img125067.png) -3. To customize the title's appearance, use the **Level Title** option's settings available in the [Properties Panel](../../interface-elements/properties-panel.md). - - ![EUD_WpfRD_Toc_2](../../../../../images/img125068.png) -4. To customize the appearance of all other levels, use the **Level Default** option's settings. - - ![EUD_WpfRD_Toc_3](../../../../../images/img125069.png) -5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents. - - ![EUD_WpfRD_Toc_4](../../../../../images/img125070.png) - - After adding a new level, you can access and customize its properties. - -The table of contents are now ready. Switch to the [Print Preview](../../document-preview.md) and view the result. - -![EUD_WpfRD_Toc_5](../../../../../images/img125071.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md deleted file mode 100644 index 572c22055a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Formatting Data -author: Anna Gubareva -legacyId: 116284 ---- -# Formatting Data -This topic describes how to change value formatting of [report elements](../../report-elements/report-controls.md) in the Report Designer. For instance, you can format a numeric value as a currency, display a date/time value in one of the standard forms depending on the culture, etc. - -To apply value formatting for a [data-bound control](../providing-data/binding-report-controls-to-data.md)'s content, do the following. -1. Right-click the control, and select **Edit...** in the context menu. In the invoked dialog, click the ellipsis button for the **Format String** property. - - ![EUD_WpfReportDersigner_Formatting_1](../../../../../images/img123603.png) -2. In the invoked **Format String Editor**, select one of the predefined standard formats or specify a custom one. - - ![EUD_WpfReportDersigner_Formatting_2](../../../../../images/img123604.png) - - To quit the dialog and apply the changes, click **OK**. - -In a similar way, you can apply formatting to a control's **Bookmark**, **Navigation URL** and **Tag** properties using the [Properties Panel](../../interface-elements/properties-panel.md). Note that the set of bindable properties depends on the control type. - -![EUD_WpfReportDersigner_Formatting_3](../../../../../images/img123607.png) - -When a summary function is applied to a control's dynamic content, value formatting is specified separately as described in the [Calculating Summaries](calculating-summaries.md) document. - -Independently from general and summary value formatting, you can specify a native XSLX format string, which is preserved when the report is exported to XLSX. You can do this using a control's **Xlsx Format String** property. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md deleted file mode 100644 index cec660eb9e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Document Map Panel -author: Anna Gubareva -legacyId: 116451 ---- -# Document Map Panel -The **Document Map** panel is an interactive table of contents, which reflects a report's structure in a tree-like form and provides quick navigation through its [bookmarks](../creating-reports/report-navigation-and-interactivity/add-bookmarks.md). - -![WPFDesigner_DocumentMapPanel](../../../../images/img120299.png) - -If a report contains at least one control with a specified bookmark, the **Document Map** is displayed by default. You can then toggle this panel's visibility state using the **Document Map** button ![WPFDesigner_PreviewToolbar_DocumentMap](../../../../images/img120178.png) in the [Toolbar](preview-toolbar.md). If a report does not contain bookmarks, this panel cannot be shown. - -Click a bookmark in the **Document Map** to navigate the Print Preview to the corresponding element in a report document. - -Note that after exporting a report to the PDF format, the **Document Map** is exported as well. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md deleted file mode 100644 index 80c1d9ef0a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Export Document Dialog -author: Anna Gubareva -legacyId: 116448 ---- -# Export Document Dialog -The Print Preview allows you to view and edit various format-specific options, and then export a report to one of the supported third-party formats. There are two options for [exporting](~/interface-elements-for-desktop/articles/print-preview/print-preview-for-wpf/exporting/exporting.md) a document. The first way is to export a document to a file on disk using the **Export Document** dialog. - -![WPFDesigner_ExportDocumentDialog](../../../../images/img120186.png) - -Another approach is to utilize the **Send via E-Mail** dialog to export a document and send the resulting file via e-mail. - -![WPFDesigner_SendDialog](../../../../images/img124137.png) - -To invoke these dialogs, click the arrow for the **Export...** ![WPFDesigner_PreviewToolbar_Export](../../../../images/img120169.png) or **Send...** ![WPFDesigner_PreviewToolbar_Send](../../../../images/img120170.png) button, respectively, and choose the required format from the drop-down list. If you simply click one of these buttons, the dialogs will provide settings for the PDF format. Then, you can always change the export format directly in the dialogs using the dedicated **Export Format** drop-down lists. - -The following third-party export formats are supported. -* PDF (Portable Document Format) -* HTML (HyperText Markup Language) -* MHT (Web archive, single file) -* RTF (Rich Text Format) -* XLS (Microsoft® Word® 97 - 2003 document) -* XLSX (Office® Open XML document) -* CSV (Comma-Separated Values file format) -* TXT (Plain text) -* Image (BMP, GIF, JPEG, PNG, TIFF, EMF or WMF format) - -In the dialogs, you need to specify the path where the resulting file should be saved. The **Export Document** dialog additionally prompts you to choose whether or not to open the file after exporting. - -The dialogs also allow you to specify advanced export options for the selected format. To access and customize these format-specific options, click the **More Options** link. - -![WPFDesigner_AdvExportDocumentDialog](../../../../images/img120187.png) - -Specify the required options and click **OK** to initiate the export of a report and save the resulting file. After closing the **Send via E-Mail** dialog, the saved file will be attached to a new empty message in the default mail program. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md deleted file mode 100644 index d5f7078546..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Parameters Panel -author: Anna Gubareva -legacyId: 116449 ---- -# Parameters Panel -The **Parameters** panel allows you to specify [report parameters](../creating-reports/providing-data/report-parameters.md) before generating a report preview. - -![WPFDesigner_ParametersPanel](../../../../images/img120188.png) - -Specify values of the required report parameters using the corresponding parameter editors and click **Submit** to view the resulting report preview. After changing the current values, you can revert back the previously selected values by clicking **Reset**. - -If a report contains at least one visible parameter, this panel is displayed by default. To manually change the panel's visibility state, click the **Parameters** button ![WPFDesigner_PreviewToolbar_Parameters](../../../../images/img120177.png) in the [Toolbar](preview-toolbar.md). If a report doesn't contain any visible parameters, the **Parameters** panel cannot be shown. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md deleted file mode 100644 index 1bb68baba1..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md +++ /dev/null @@ -1,85 +0,0 @@ ---- -title: Preview Toolbar -author: Anna Gubareva -legacyId: 116447 ---- -# Preview Toolbar -The **Preview Toolbar** provides quick access to commands related to report viewing, editing and publishing. - -![WPFDesigner_PreviewToolbar](../../../../images/img120279.png) - -All available commands can be divided into the following sections. -* [File Command](#file) -* [Print Commands](#print) -* [Navigation Commands](#navigation) -* [Zoom Commands](#zoom) -* [Export Commands](#export) -* [Document Commands](#document) - - - -## File Command -Use the following command to save a report to the file. - -| Icon | Command | Desctiption | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_Save](../../../../images/img120173.png) | Save | Invokes the **Save As** dialog allowing you to save a report document to a file. | - - - -## Print Commands -The following commands allow you to change a report page's settings and print a report document. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_Print](../../../../images/img120163.png) | Print | Invokes the **Print** dialog allowing you to specify the necessary settings and print a report document. | -| ![WPFDesigner_PreviewToolbar_QuickPrint](../../../../images/img120164.png) | Quick Print | Prints a report document using the default settings. | -| ![WPFDesigner_PreviewToolbar_PageSetup](../../../../images/img120174.png) | Page Setup | Invokes the **Page Setup** dialog allowing you to adjust report page settings. | -| ![WPFDesigner_PreviewToolbar_Scale](../../../../images/img120175.png) | Scale | Invokes the **Scale** dialog allowing you to stretch or shrink report content to a percentage of its normal size or the number of pages. | - - - -## Navigation Commands -Use these commands to navigate through a report document. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_FirstPage](../../../../images/img120159.png) | First Page | Switches to the first report page. | -| ![WPFDesigner_PreviewToolbar_PreviousPage](../../../../images/img120160.png) | Previous Page | Switches to the previous report page. | -| ![WPFDesigner_PreviewToolbar_NextPage](../../../../images/img120161.png) | Next Page | Switches to the next report page. | -| ![WPFDesigner_PreviewToolbar_LastPage](../../../../images/img120162.png) | Last Page | Switches to the last report page. | - - - -## Zoom Commands -Use these commands to zoom a report document. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_ZoomOut](../../../../images/img120165.png) | Zoom Out | Decreases a report document's current zoom factor. | -| ![WPFDesigner_PreviewToolbar_ZoomIn](../../../../images/img120167.png) | Zoom In | Increases a report document's current zoom factor. | -| ![WPFDesigner_PreviewToolbar_Zoom](../../../../images/img120166.png) | Zoom | Zooms a report document to a specific zoom factor from the drop-down list. | - - - -## Export Commands -Use these commands to export a report document to one of the supported third-party formats. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_Export](../../../../images/img120169.png) | Export | Invokes the [Export Document](export-document-dialog.md) dialog allowing you to export a report document into one of the supported third-party formats and save the resulting file on a hard drive. | -| ![WPFDesigner_PreviewToolbar_Send](../../../../images/img120170.png) | Send | Invokes the [Send via E-Mail](export-document-dialog.md) dialog allowing you to export a report document into one of the supported third-party formats, save the resulting file on a hard drive and attach this file to a new empty message in the default mail program. | - - - -## Document Commands -Use these commands to change the visibility state of the Designer's panels and dialogs. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_PreviewToolbar_Parameters](../../../../images/img120177.png) | Parameters | Shows/hides the [Parameters Panel](parameters-panel.md) where you can specify report parameters before report preview generation is started. | -| ![WPFDesigner_PreviewToolbar_DocumentMap](../../../../images/img120178.png) | Document Map | Shows/hides the [Document Map Panel](document-map-panel.md), which reflects a report document's structure in a tree-like form. | -| ![WPFDesigner_PreviewToolbar_Thumbnails](../../../../images/img125689.png) | Thumbnails | Shows/hides report thumbnails used to quickly navigate between document pages. | -| ![WPFDesigner_PreviewToolbar_EditingFields](../../../../images/img125690.png) | Editing Fields | Highlights all editing fields to quickly discover which of the document elements are editable. | -| ![WPFDesigner_PreviewToolbar_Search](../../../../images/img120179.png) | Search | Shows the [Search Panel](search-panel.md), which allows you to find a specified text throughout a report document. | -| ![WPFDesigner_Toolbar_Watermark](../../../../images/img120432.png) | Watermark | Invokes the **Watermark** dialog that allows you to add a text watermark to a report or turn a picture into a report's background. | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/search-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/search-panel.md deleted file mode 100644 index 0c531ef91d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/document-preview/search-panel.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Search Panel -author: Anna Gubareva -legacyId: 116450 ---- -# Search Panel -The **Search** panel allows you to find specific text throughout a report document. - -![WPFDesigner_SearchPanel](../../../../images/img120301.png) - -To invoke the **Search** panel, click the **Search** button ![WPFDesigner_PreviewToolbar_Search](../../../../images/img120179.png) in the [Toolbar](preview-toolbar.md) or press CTRL+F. - -In the search box on the left, input the text to find. Click the **Settings** button to invoke the dedicated submenu allowing you to specify whether or not to use case-sensitive search, and whether you are required to match the whole word during the search. - -![WPFDesigner_SearchPanelSettings](../../../../images/img120302.png) - -To start searching, or search down again, click **Next**, or press ENTER or CTRL+G. To search backward, click **Previous** or press CTRL+SHIFT+G. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md deleted file mode 100644 index 4fba3fe7c8..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -title: Control Toolbox -author: Anna Gubareva -legacyId: 116215 ---- -# Control Toolbox -The **Control Toolbox** contains all available [report controls](../report-elements/report-controls.md) and allows end-users to add them to the report being edited. Report controls can display both static and [dynamic](../creating-reports/providing-data/binding-report-controls-to-data.md) information of different kinds (simple or formatted text, pictures, tables, etc.) and adjust a report layout (organize controls within panels, insert page brakes, etc.) - -The available report controls can be divided into the following categories. -* [General Content](#generalcontent) -* [ExtendedData](#extendeddata) -* [Report Layout](#reportlayout) -* [Document Statistics](#documentstatistics) - -To learn how to add a control from the **Toolbox** to a report, see the [Adding Controls to a Report](#addingcontrols) section. - - - -## General Content -The following controls are most commonly used to display data in a report. - -| Icon | Control Name | -|---|---| -| ![icon-large-label-report-controls](../../../../images/img22802.png) | Label | -| ![icon-large-check-box-report-controls](../../../../images/img22803.png) | Check Box | -| ![icon-large-rich-text-report-controls](../../../../images/img22804.png) | Rich Text | -| ![icon-large-picture-box-report-controls](../../../../images/img22805.png) | Picture Box | -| ![icon-large-table-report-controls](../../../../images/img22807.png) | Table | -| ![icon-large-cellular-label-report-controls](../../../../images/img124827.png) | Character Comb | -| ![icon-large-bar-code-report-controls](../../../../images/img22810.png) | Barcode | -| ![icon-large-zip-code-report-controls](../../../../images/img22811.png) | Zip Code | -| ![icon-large-gauge-report-controls](../../../../images/img23177.png) | Gauge | - - - -## Extended Data -The following controls are connected to data individually, without accessing a report's data source. - -| Icon | Control Name | -|---|---| -| ![icon-large-chart-report-controls](../../../../images/img22812.png) | Chart | -| ![icon-large-pivot-grid-report-controls](../../../../images/img22814.png) | Pivot Grid | -| ![icon-large-sparkline-report-controls](../../../../images/img22813.png) | Sparkline | - - - -## Report Layout -The following controls allow you to draw shapes in a report and customize the report layout. - -| Icon | Control Name | -|---|---| -| ![icon-large-line-report-controls](../../../../images/img22808.png) | Line | -| ![icon-large-shape-report-controls](../../../../images/img22809.png) | Shape | -| ![icon-large-page-breaki-report-controls](../../../../images/img22818.png) | Page Break | -| ![icon-large-cross-band-line-report-controls](../../../../images/img22819.png) | Cross-Band Line | -| ![icon-large-cross-band-box-report-controls](../../../../images/img22820.png) | Cross-Band Box | -| ![icon-large-panel-report-controls](../../../../images/img22806.png) | Panel | -| ![icon-large-subreport-report-controls](../../../../images/img22815.png) | Subreport | - - - -## Document Statistics -The dynamic content of the following controls is not obtained from a data source. - -| Icon | Control Name | -|---|---| -| ![icon-large-page-info-report-controls](../../../../images/img22817.png) | Page Info | -| ![icon-large-table-of-content-report-controls](../../../../images/img22816.png) | Table Of Contents | - - - -## Adding Controls to a Report -To add a control from the Toolbox to a report, do one of the following. -* Double-click an item in the Toolbox to create the corresponding control at the default position. -* Drag-and-drop an item from the Toolbox onto the required position within a report. - - ![WPFDesigner_DragAndDropItemFromToolbox](../../../../images/img120304.png) -* Select an item in the Toolbox, and then indicate the bounding rectangle by holding down the left mouse button. - - ![WPFDesigner_AddingItemFromToolbox](../../../../images/img120305.png) - -If you need to perform selection, re-arranging or resizing operations, select the **Pointer** item (![RD_Toolbox_1](../../../../images/img9152.png)). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/design-surface.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/design-surface.md deleted file mode 100644 index b197eca933..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/design-surface.md +++ /dev/null @@ -1,49 +0,0 @@ ---- -title: Design Surface -author: Anna Gubareva -legacyId: 116220 ---- -# Design Surface -The **Design Surface** displays a report that is currently being edited in the Report Designer. - -![WPFDesigner_DesignSurface](../../../../images/img122002.png) - -The Design Surface includes the following principal elements. -* [Rulers](#rulers) -* [Band Captions](#bandcaptions) -* [Context Menus](#contextmenus) -* [In-place Editors](#inplaceeditors) - - - -## Rulers -The horizontal and vertical rulers display tickmarks in the [measurement units](../creating-reports/basic-operations/change-measurement-units-of-a-report.md) specified for a report. Click an element to evaluate its size and location using the rulers. - -The vertical ruler also allows you to change the band height by moving its top and bottom sliders. - -![WPFDesigner_VerticalRuler](../../../../images/img123022.png) - - - -## Band Captions -In the Report Designer, each report band carries a caption, tab title and color, which depend on the band kind. These captions are not printed in the resulting report document and are only visible at design time. - -![WPFDesigner_BandCaptions](../../../../images/img123023.png) - -To access band properties, select the band by clicking its caption, and then switch to the [Properties Panel](properties-panel.md). - - - -## Context Menus -The context menu provides quick access to the most commonly used actions that depend on the element for which it is invoked. For example, it allows you to insert new bands, cut/copy/paste/delete report controls, etc. For certain report controls, the context menu also includes the **Edit...** option, which invokes the dialog with complex settings (such as data binding settings, formatting, etc.) To invoke this menu, right-click a report element or the report editing surface. - -![WPFDesigner_ContextMenu](../../../../images/img123025.png) - - - -## In-place Editors -An in-place editor allows you to edit the content of a text-oriented control (Barcode, Check Box, Label, Table Cell or Zip Code) by double-clicking it. - -![WPFDesigner_InPlaceEditor](../../../../images/img123028.png) - -To learn how to use the in-place editor to supply dynamic data to a control, see [Using Mail Merge](../creating-reports/providing-data/using-mail-merge.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/field-list.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/field-list.md deleted file mode 100644 index 99cc824ed0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/field-list.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Field List -author: Anna Gubareva -legacyId: 116216 ---- -# Field List -The **Field List** panel is intended to display the structure of the data source to which a report is currently bound. This panel can also be used to create new bound [report controls](../report-elements/report-controls.md), manage [calculated fields](../creating-reports/providing-data/calculated-fields.md) and [parameters](../creating-reports/providing-data/report-parameters.md). - -![WPFDesigner_FieldList](../../../../images/img120418.png) - -This document consists of the following sections. -* [Creating Bound Report Elements](#binding) -* [Managing Calculated Fields](#calcfields) -* [Managing Report Parameters](#parameters) - - - -## Creating Bound Report Elements -After [binding a report to data](../creating-reports/providing-data/binding-a-report-to-data.md), the Field List shows the structure of the report's data source assigned to the **Data Source** property. Then, the Field List can be used to add new bound controls. - -To add a new bound report element, click a desired field item in the Field List, and then drag-and-drop it onto the report band. This creates an appropriate control bound to the selected data field. - -![WPFDesigner_FieldListAddingElement](../../../../images/img120420.png) - - - -## Managing Calculated Fields -The Field List allows you to create [calculated fields](../creating-reports/providing-data/calculated-fields.md) by building expressions based on the values of data fields, report parameter values, etc. - -To add a calculated field to a report, right-click any item inside the data member node, and in the invoked context menu, select **Add Calculated Field**. - -![WPFDesigner_FieldListAddingCalcField](../../../../images/img123013.png) - -To edit settings of the created calculated field, select them and go to the [Properties Panel](properties-panel.md). You can also right-click the calculated field and use commands available in the context menu. - -![WPFDesigner_FieldListManagingCalcField](../../../../images/img123014.png) - - - -## Manging Report Parameters -The Field List shows existing [report parameters](../creating-reports/providing-data/report-parameters.md) and allows you to add new ones to the report. - -To create a parameter, right click the **Parameters** node or any of its sub-nodes, and in the context menu, select **Add Parameter**. - -![WPFDesigner_FieldListAddingParameter](../../../../images/img123015.png) - -You can customize report parameters using the [Properties Panel](properties-panel.md) or commands available in the context menu in the same way as you customize calculated fields. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md deleted file mode 100644 index be5348abe4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Group and Sort Panel -author: Anna Gubareva -legacyId: 116218 ---- -# Group and Sort Panel -The **Group and Sort Panel** allows you to quickly apply [grouping](../creating-reports/shaping-data/grouping-data.md) and [sorting](../creating-reports/shaping-data/sorting-data.md) to report data. - -![WPFDesigner_GroupAndSortPanel](../../../../images/img121992.png) - -> [!NOTE] -> If a report is not bound to a data source, the **Group and Sort Panel** is inactive. - -To create a new sorting or grouping criterion, click the **Add a Sort** or **Add a Group** buttons, respectively. Then, select the desired data source field in the invoked drop-down list. - -![WPFDesigner_ApplyingGrouping](../../../../images/img121994.png) - -After adding the grouping criterion, the Group Header band is automatically created. You can manually specify whether to display the corresponding Group Header and Group Footer using the **Show Header** and **Show Footer** check boxes. - -You can choose the sorting mode (ascending or descending) or disable sorting in the **Sort Order** drop-down list. - -The **Group and Sort Panel** also allows you to change the precedence of multiple grouping and sorting criteria using the **Move Up** and **Move Down** buttons. - -To remove a grouping or sorting criterion, select it and click the **Remove** button. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md deleted file mode 100644 index f3e7d3a8ec..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: 'Localization Editor' -author: Sergey Andreev ---- -# Localization Editor - -The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. - -![](../../../../images/eurd-wpf-localization-editor-german.png) - -The left panel allows you to change the report's language or add a new language to start localization. -The right panel contains a grid that displays the property name, the text specified for that property in the default language, and the text for the selected language. Text strings of the selected language are editable. - -## Invoke the Localization Editor - -Use one of the following actions: - -* Switch to the **View** Toolbar tab. Click the **dialog box launcher** in the **Localization** group. - - ![](../../../../images/eurd-wpf-localization-editor-dialog-box-launcher.png) - -* Click the **Localization** property's ellipsis button in the [Properties Panel](properties-panel.md). - - ![](../../../../images/eurd-wpf-localization-editor-property-grid-ellipsis.png) - -## Use the Localization Editor - -* To add a new language, click the _plus_ button in the right panel. All values for the new language are set to the default language's values. - -* Change the text and click the **OK** button to close the editor and apply your changes. - -> [!Tip] -> When the Localization Editor is invoked, the grid in the right panel displays values for the report controls' **Text** properties. You can click the filter icon in the **Property** column header to modify a filter and select other properties or clear the filter to show all textual properties. diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md deleted file mode 100644 index 4a07fd89ef..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md +++ /dev/null @@ -1,74 +0,0 @@ ---- -title: Properties Window -author: Anna Gubareva -legacyId: 116219 ---- -# Properties Window - -Use the Properties window to view, discover, and change the properties of selected report [elements](../report-elements.md). - -![Properties Window](../../../../images/eurd-wpf-properties-window.png) - -Switch to the **View** ribbon tab, expand the **Windows** group, and click **Properties** to show or hide the Properties window. - -![Invoke the Properties Window](../../../../images/eurd-wpf-invoke-properties-window.png) - -## Select a Report Element - -Do one of the following to select a report element and show its properties in the Properties window: - -* Select a report element from the drop-down list at the top of the Properties window. - - ![Select a Report Element from the Drop-Down List](../../../../images/eurd-wpf-properties-window-select-report-element.png) - -* Click a report element on the [design surface](design-surface.md). - - ![Click a Report Element on the Design Surface](../../../../images/eurd-wpf-properties-window-select-report-element-on-surface.png) - -* Select a report element in the [Report Explorer](report-explorer.md). - - ![Select a Report Element in the Report Explorer](../../../../images/eurd-wpf-properties-window-select-report-element-in-report-explorer.png) - -## Category Tabs - -The Properties window splits properties into category tabs and sorts them alphabetically. - -![Category Tabs](../../../../images/eurd-wpf-properties-window-category-tabs.png) - -## Favorite Properties - -The Favorites tab contains the most used (or “favorite”) properties. - -![The Favorites Tab](../../../../images/eurd-wpf-properties-window-favorite-tab.png) - -Use the **Favorite Properties Editor** to add properties to the Favorites tab. Click the **Edit Favorite Properties...** menu item to open the **Favorite Properties Editor** that lists the report controls. Check/uncheck properties to modify these controls’ favorite property lists. - -![The Favorite Properties Editor](../../../../images/eurd-wpf-favorite-properties-editor.png) - -## Change Property Values - -A marker near each property indicates whether a property value differs from its default value. - -![Modified Properties](../../../../images/eurd-wpf-properties-window-modified-values.png) - -Right-click a property’s editor to reset the value. - -![Reset a Property Value](../../../../images/eurd-wpf-properties-window-value-reset.png) - -## Specify Expressions - -The Properties window allows you to set expressions that specify property values. Click the `f` button to specify an expression in the invoked Expression Editor. - -![The f Buttons](../../../../images/eurd-wpf-properties-window-value-expression.png) - -![The Expression Editor](../../../../images/eurd-wpf-expression-editor.png) - -## Search for Properties - -The integrated search box allows you to find properties. When you type within the search box, the Properties window filters the list and displays properties that match the entered text. - -![The Search Box](../../../../images/eurd-wpf-properties-window-property-search.png) - -If you type two substrings separated by a space character, these substrings are considered as individual search criteria. The Properties window shows the properties that match either of these substrings. To find properties that contain both substrings, enclose the typed string in quotation marks or type "+" before the second substring (for instance, **foreground +color**). - -Type "-" to exclude properties that contain a specific substring (for instance, **border -color**). diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/query-builder.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/query-builder.md deleted file mode 100644 index 3eeb55d128..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/query-builder.md +++ /dev/null @@ -1,183 +0,0 @@ ---- -title: Query Builder -author: Anna Gubareva -legacyId: 114869 ---- -# Query Builder -The **Query Builder** provides a visual interface for constructing SQL queries and enables you to solve a variety of tasks. - -![wpf-designer-query-builder](../../../../images/img126699.png) - -> [!NOTE] -> The Query Builder is not available for [object](../report-wizard/data-bound-report/connect-to-an-object-data-source.md), [Entity Framework](../report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md) and [Excel](../report-wizard/data-bound-report/connect-to-an-excel-data-source.md) data sources. - -The document consists of the following sections. -* [Run the Query Builder](#runquerybuilder) -* [Select Tables](#selecttables) -* [Join Tables](#jointables) -* [Edit Parameters](#editparameters) -* [Filter Data](#filterdata) -* [Shape Data](#shapedata) -* [Enable Custom SQL Editing](#customsql) -* [Preview Results](#previewresults) - -## Run the Query Builder -You can invoke the **Query Builder** from the [query customization](../report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md) page of the [Report Wizard](../report-wizard.md) when creating a new data-bound report or when [binding an existing one to a database](../creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md). To do this, select the **Query** item and click the **Run Query Builder** button. - -![wpf-report-wizard_run-query-builder](../../../../images/img122116.png) - -You can also use the Query Builder to add queries to an existing SQL data source, as well as to edit existing queries. To do this, right-click the data source in the [Report Explorer](report-explorer.md) and select **Manage Queries** in the context menu. - -![wpf-designer-sqldatasource-manage-queries](../../../../images/img126684.png) - -In the invoked **Manage Queries** dialog, click **Add** to add a new query. To edit an existing query, click the ellipsis button. - -![wpf-desinger-manage-queries-dialog](../../../../images/img126685.png) - -Finally, click the **Run Query Builder** button in the invoked **Data Source Wizard**. - -## Select Tables -To add a specific data table or view to a query, drag the corresponding item from the list of available tables and drop it onto the list of data tables to be used. - -![wpf-designer-query-builder-add-table](../../../../images/img126686.png) - -Enable check boxes for the table fields that you want to include in the query result set. - -![wpf-designer-query-builder-select-fields](../../../../images/img126687.png) - -Each table provides the context menu, which allows you to rename the table or remove it from the query. - -![wpf-designer-query-builder-table-context-menu](../../../../images/img126688.png) - -To search for a specific table or view, click the list of available tables on the left and start typing the search name. - -![wpf-designer-query-builder-search-tables](../../../../images/img126689.png) - -## Join Tables -You can join multiple tables within the same query. The Query Builder automatically highlights tables related to any of the previously added tables. Drag-and-drop a subordinate table in the same way as a principal table to include it in a query and automatically create an inner join relation based on a key column. - -![wpf-designer-query-builder-join-tables](../../../../images/img126691.png) - -Another way to join tables is to click the ![wpf-designer-query-builder-add-button](../../../../images/img126692.png) button in a row corresponding to a key column. - -To customize the relationship, click the corresponding ellipsis button. Use the **Join Editor** to select the join type (**Left Outer** or **Inner**), applied logical operator (**Equals to**, **Is less than**, etc.) and column key fields. - -![wpf-designer-query-builder-join-editor](../../../../images/img126693.png) - -A left outer join returns all the values from an inner join along with all values in the "left" table that do not match to the "right" table, including rows with NULL (empty) values in the key field. - -If tables do not have a relationship at the database level, you can manually join tables. In this case, when you drag-and-drop the required table onto the list of tables to be used, the **Join Editor** is automatically invoked allowing you to construct a custom **join** relationship. - -After executing the query, it will return a "flat" table composed of data records selected based on the specified join options. - -> [!NOTE] -> Although joining different tables within a single query may be required in some scenarios, creating hierarchical data sources generally results in better performance (in general, [master-detail reports](../report-types/master-detail-report-(detail-report-bands).md) are generated faster than similar-looking reports created by grouping "flat" data sources). - -## Edit Parameters -Click the **Edit Parameters** button to invoke the **Query Parameters** dialog, which allows you to add and remove [query parameters](../creating-reports/providing-data/query-parameters.md) as well as specify parameter settings. - -![wpf-designer-query-builder-query-parameters](../../../../images/img127214.png) - -For each query parameter, the following properties are available. -* **Name** - specifies the name used to refer a parameter. -* **Type** - specifies the data type of the parameter's value. -* **Expression** - determines whether the actual parameter value is static or generated dynamically. -* **Value** - specifies the actual value of a query parameter. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression, which is particularly useful when you need to map the query parameter value to the value of a [report parameter](../creating-reports/providing-data/report-parameters.md). - -The created parameters will be then available on the [Configure Query Parameters](../report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md) wizard page. - -For general information on query parameters, see [Query Parameters](../creating-reports/providing-data/query-parameters.md). - -## Filter Data -To specify filter criteria, click the **Filter...** button in the Query Builder. This invokes the **Filter Editor**, which provides the following capabilities. - -![wpf-designer-query-builder-filter-editor](../../../../images/img126694.png) -* **Filter Tab** - - The editor contains the **Filter** tab allowing you to specify filter conditions for resulting data. Filter criteria can be assigned [query parameters](../creating-reports/providing-data/query-parameters.md) or bound to [report parameters](../creating-reports/providing-data/report-parameters.md). -* **Group Filter Tab** - - The **Group Filter** tab allows you to specify filter conditions for grouped and aggregated data. If data is not grouped, the second tab is disabled. -* **Other Options** - - Using this editor, you can limit the number of resulting data rows. If data is sorted, you can specify how many rows to skip before retrieving the specified number of rows. - - > [!NOTE] - > Depending on the selected data provider, it can be impossible to take into account the skip setting in the provider-specific SQL string. - - Another option enables you to include only distinct values into the resulting set. - -## Shape Data -The Query Builder displays the column list under the data source editor, which provides various shaping options. - -![wpf-designer-query-builder-column-list](../../../../images/img126695.png) - -The following options are available. -* **Column** - - Specifies the selected column. - - You can choose a required column in the drop-down list or create a column expression by clicking the ellipsis button for the corresponding column. - - ![wpf-designer-query-builder-column-expression](../../../../images/img126696.png) -* **Table** - - Specifies the table containing the selected column. - - This option indicates **(All Tables)** if an expression is specified for the corresponding column. -* **Alias** - - Specifies a custom column name (alias). - - This option is available only for columns that are included in a query. -* **Output** - - Specifies whether or not the column is included into the query’s resulting set. -* **Sorting Type** - - Specifies whether to preserve the original order of data records within the column, or sort them (in ascending or descending order). - - > [!NOTE] - > When binding to XML files, the Query Builder does not support sorting by aggregate functions, DISTINCT and SELECT ALL statements, and custom SQL. -* **Sort Order** - - This option becomes available after applying sorting to the data column records. - - It defines the priority in which sorting is applied to multiple columns (the less this number is, the higher the priority). - - For example, if column **A** has the sort order set to **1** and column **B** has it set to **2**, the query will be first sorted by column **A** and then by the column **B**. - - Changing this setting for one column automatically updates the sort order of other columns to avoid a conflict of priorities. -* **Group By** - - Specifies whether or not the query’s result set should be grouped by this column. -* **Aggregate** - - Specifies whether or not the column's data records should be aggregated. - - The following aggregate functions are supported. - * Count - * Max - * Min - * Avg - * Sum - * Count Distinct - * Avg Distinct - * Sum Distinct - - Applying any of these functions to a column will discard individual data records from the query result set, which will only include the aggregate function result. - -> [!NOTE] -> You should apply aggregation/grouping to either all columns or to none of them. - -## Enable Custom SQL Editing -If custom SQL editing is enabled by your software provider, the Query Builder contains the **Allow Edit SQL** check box. Selecting this option disables the visual features of the Query Builder and allows users to specify the custom SQL string manually. - -![wpf-designer-query-builder-allow-edit-sql](../../../../images/img126698.png) - -## Preview Results -You can preview the result of the query execution in the form of a tabular data sample by clicking the **Preview Results** button. - -This opens the **Data Preview** window displaying the query result set limited by the first 1000 data records. - -![wpf-designer-query-builder-data-preview](../../../../images/img126697.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md deleted file mode 100644 index 782f1e78ce..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: 'Report Design Analyzer' ---- -# Report Design Analyzer - -The Report Design Analyzer shows errors, warnings, and information messages that help users create or enhance a report layout in the [End-User Report Designer](../../report-designer-for-wpf.md). - -![](../../../../images/eurd-report-design-analyzer-wpf.png) - -## Invoke the Report Design Analyzer - -Do one of the following to invoke the **Report Design Analyzer**: - -* Select **Report Design Analyzer** from the **Windows** drop-down menu in the **View** toolbar tab. - - ![](../../../../images/eurd-report-design-analyzer-wpf-invoke-from-toolbar.png) - -* Click the bell icon in the status bar. - - ![](../../../../images/eurd-report-design-analyzer-wpf-invoke-with-bell.png) - -## Filter Messages - -You can filter messages by one of the following categories: - -![](../../../../images/eurd-report-design-analyzer-wpf-filter-messages.png) - -* **Report Layout** - - Layout-related messages (for instance, in cases when report controls overlap each other or extend beyond the report's printable area). - -* **Report Creation** - - Messages about report creation (for instance, notifications about invalid property values or unreachable sources of content). - -* **Report Scripts** - - Messages that highlight issues in report scripts (for instance, errors in script syntax). - -* **All** - - All of the above-mentioned messages. - -## Correct the Issues - -Each message contains a recommendation on how to correct an issue. Click the Plus icon in front of the message to expand the recommendation. - -![](../../../../images/eurd-report-design-analyzer-wpf-expand-message.png) - -The message's **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. - -![](../../../../images/eurd-report-design-analyzer-wpf-navigate-to-control.png) diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md deleted file mode 100644 index 0d8aefcb0b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Report Explorer -author: Anna Gubareva -legacyId: 116217 ---- -# Report Explorer -The **Report Explorer** reflects a report's structure in a tree-like form providing easy access to [report elements](../report-elements.md). Additionally, the Report Explorer contains the **Components** node, which displays non-visual report components such as data objects created when [binding a report to a data source](../creating-reports/providing-data/binding-a-report-to-data.md). You can also use the Report Explorer to manage [styles](../creating-reports/appearance-customization/understanding-style-concepts.md) and [formatting rules](../creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md) available for a report. - -![WPFDesigner_ReportExplorer](../../../../images/img120421.png) - -To access and edit settings of a report element or component, select it in the Report Explorer and switch to the [Properties Panel](properties-panel.md). You can also right-click elements and components to invoke their context menu. - -![WPFDesigner_ReportExplorer_ComponentContextMenu](../../../../images/img122991.png) - -In the Report Explorer, data-aware controls are marked with a special database icon. - -![WPFDesigner_ReportExplorer_DataAwareControls](../../../../images/img122992.png) - -You can manage styles and formatting rules using commands available in context menus. To invoke a context menu, right-click the corresponding root node or its sub-node. - -![WPFDesigner_ReportExplorer_StyleContextMenu](../../../../images/img122993.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/script-editor.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/script-editor.md deleted file mode 100644 index fd1decdff6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/script-editor.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Script Editor -author: Anna Gubareva -legacyId: 116221 ---- -# Script Editor -The **Script Editor** allows you to write code for specific event handlers in the [Report Designer](../../report-designer-for-wpf.md) to adjust the behavior of [report controls](../report-elements/report-controls.md), [bands](../report-elements/report-bands.md) or the report itself. - -![WPFDesigner_ScriptEditor](../../../../images/img123181.png) - -This topic describes the basics of using scripts, the Script Editor interface and shows how to use scripting in a report. The document consists of the following sections. -* [Scripting Overview](#overview) -* [Maintaining Scripts](#maintaining) - - - -## Scripting Overview -The Script Editor provides you with the capability to write and execute scripts at runtime when a report is generated. Scripting is made available to extend the standard functionality as far as may be required. - -The Script Editor supports **C#** and **Visual Basic .NET** scripting languages. This means that the scripting language is independent from the language used to create the report. You can specify the language using the **Script Language** property. The selected scripting language should be the same for all scripts used in a report. - -![WPFDesigner_ScriptLanguageProperty](../../../../images/img123135.png) - - - -## Maintaining Scripts -Each report element has its own set of events, which are individual for each element type. To handle an event of a report element, do one of the following. -* Select the required report element (e.g., on the [Design Surface](design-surface.md)). In the [Properties Panel](properties-panel.md), expand the **Scripts** property and click the plus button for the event. - - ![WPFDesigner_AddingScriptViaPropertiesPanel](../../../../images/img123167.png) -* Click the **Scripts** button (![WPFDesigner_Toolbar_ScriptEditor](../../../../images/img120434.png)) in the [Toolbar](toolbar.md) to display the Script Editor. Choose the required report element in the dedicated drop-down list at the left top of the Script Editor. Then, select one of the available events in another list at the right top. - - ![WPFDesigner_AddingScriptViaScriptEditor](../../../../images/img123168.png) - -After the event is specified, a code template is automatically generated in the current scripting language and added in the Script Editor. - -![WPFDesigner_ScriptTemplate](../../../../images/img123170.png) - -To check for errors in the report's script, click the **Validate** button. The validation result is displayed in the errors panel at the bottom of the Script Editor. Double-click the error item in the panel's list to go to the corresponding line of code. If all scripts are valid, the errors panel is empty. - -![WPFDesigner_ScriptErrorPanel](../../../../images/img123171.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/toolbar.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/toolbar.md deleted file mode 100644 index a81245547f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/interface-elements/toolbar.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Toolbar -author: Anna Gubareva -legacyId: 116214 ---- -# Toolbar -The **Toolbar** allows you to easily perform various report commands, which are divided into the following sections. -* [Report Commands](#report) -* [Edit Commands](#edit) -* [Font Commands](#font) -* [Arrange Commands](#arrange) -* [Editors Commands](#editors) - -![WPFDesigner_Toolbar](../../../../images/img120135.png) - - - -## Report Commands -Use these commands to save and load report layouts. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_Toolbar_NewIcon](../../../../images/img122971.png) | New | [Creates a new report](../creating-reports/basic-operations/create-a-new-report.md) using the [Report Wizard](../report-wizard.md). | -| ![WPFDesigner_Toolbar_OpenIcon](../../../../images/img120136.png) | Open | Invokes the **Open** dialog that allows you to select the report layout [to be opened](../creating-reports/basic-operations/back-up-the-report-layout.md). | -| ![WPFDesigner_Toolbar_SaveIcon](../../../../images/img120137.png) | Save | [Saves the current report](../creating-reports/basic-operations/back-up-the-report-layout.md) to the default file. | -| ![WPFDesigner_Toolbar_SaveAsIcon](../../../../images/img120138.png) | Save as | Invokes the **Save** dialog that allows you to select a file to which the current report layout [should be saved](../creating-reports/basic-operations/back-up-the-report-layout.md). | - - - -## Edit Commands -Use the following commands to delete the selected report elements, place them to the clipboard, paste them onto report bands and cancel previous actions. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_Toolbar_DeleteIcon](../../../../images/img120139.png) | Delete | Deletes the selected report elements. | -| ![WPFDesigner_Toolbar_CutIcon](../../../../images/img120140.png) | Cut | Cuts the selected report elements to the clipboard. | -| ![WPFDesigner_Toolbar_CopyIcon](../../../../images/img120141.png) | Copy | Copies the selected report elements to the clipboard. | -| ![WPFDesigner_Toolbar_PasteIcon](../../../../images/img120142.png) | Paste | Pastes the contents of the clipboard to the selected report band. | -| ![WPFDesigner_Toolbar_UndoIcon](../../../../images/img120143.png) | Undo | Cancels the last change made to the report. | -| ![WPFDesigner_Toolbar_RedoIcon](../../../../images/img120144.png) | Redo | Reverses the results of the last undo action. | - - - -## Font Commands -Use these commands to easily customize font, color, formatting and alignment settings. - -| Icon | Command(s) | Description | -|---|---|---| -| ![WPFDesigner_Toolbar_FontNameIcon](../../../../images/img120146.png) | Font Name | Specifies the font name of the selected elements. | -| ![WPFDesigner_Toolbar_FontSizeIcon](../../../../images/img120147.png) | Font Size | Specifies the font size of the selected elements. | -| ![WPFDesigner_Toolbar_ForeColorIcon](../../../../images/img120148.png) | Foreground Color | Specifies the foreground color of the selected elements. | -| ![WPFDesigner_Toolbar_BackColorIcon](../../../../images/img120149.png) | Background Color | Specifies the background color of the selected elements. | -| ![WPFDesigner_Toolbar_FormattingIcons](../../../../images/img120150.png) | Bold, Italic, Underline, Strikeout | Applies/removes bold formatting, italic formatting, underlining and strike through to/from the selected elements. | -| ![WPFDesigner_Toolbar_HorzAlignIcons](../../../../images/img120151.png) | Left, Center, Right, Justify | Specifies the horizontal text alignment of the selected elements. | -| ![WPFDesigner_Toolbar_VertAlignIcons](../../../../images/img120152.png) | Top, Center, Bottom | Specifies the vertical text alignment of the selected elements. | - - - -## Arrange Commands -These commands allow you to change the order of stacked elements. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_Toolbar_BringToFront](../../../../images/img120429.png) | Bring to Front | Brings the selected elements to the front of a group of stacked elements or moves the selected elements one step closer to the front. | -| ![WPFDesigner_Toolbar_SendToBack](../../../../images/img120430.png) | Send to Back | Sends the selected elements to the back of a group of stacked elements or moves the selected elements one step toward the back. | - - - -## Editors Commands -Use the following commands to invoke the **Watermak** dialog, **Page Setup** dialog or **Script Editor**. - -| Icon | Command | Description | -|---|---|---| -| ![WPFDesigner_Toolbar_Watermark](../../../../images/img120432.png) | Watermark | Invokes the [Watermark dialog](../creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md) that allows you to add a text watermark to a report or turn a picture into a report's background. | -| ![WPFDesigner_Toolbar_PageSetup](../../../../images/img120433.png) | Page Setup | Invokes the [Page Setup dialog](../creating-reports/basic-operations/adjust-page-layout-settings.md) that allows you to modify the paper size, orientation and margins. | -| ![WPFDesigner_Toolbar_ScriptEditor](../../../../images/img120434.png) | Scripts | Shows or hides the [Script Editor](script-editor.md) that allows you to write code for specific event handlers. | \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-controls.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-controls.md deleted file mode 100644 index 3a80fc4572..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-elements/report-controls.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Report Controls -author: Anna Gubareva -legacyId: 116267 ---- -# Report Controls -In general, _report controls_ allow you to present information of different kinds (e.g., simple or formatted text, pictures, tables, etc.) in your static and [dynamic](../creating-reports/providing-data/binding-report-controls-to-data.md) reports, and to [adjust your report's layout](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md) (by organizing controls within panels, and inserting page breaks at the required positions). - -The following table lists the available controls (in the same order as in the [Toolbox](../interface-elements/control-toolbox.md)). - -| Icon | Description | -|---|---| -| ![icon-large-label-report-controls](../../../../images/img22802.png) | The most basic **Label** control is intended to display static or dynamic text or both in your report. In addition, it can be used to [calculate standard summary functions](../creating-reports/shaping-data/calculating-summaries.md) across a data field. | -| ![icon-large-check-box-report-controls](../../../../images/img22803.png) | The **Check Box** control is intended to display True/False or Checked/Unchecked/Indeterminate states in a report by displaying (or not) a check mark, which can be accompanied by a text description. | -| ![icon-large-rich-text-report-controls](../../../../images/img22804.png) | The **Rich Text** control allows you to display formatted text in your report. It can display static or dynamic text or both. You can also load content to the Rich Text from an external TXT or RTF file (which can contain images). | -| ![icon-large-picture-box-report-controls](../../../../images/img22805.png) | The **Picture Box** control is intended to display images of numerous formats in a report. An image can be loaded from an external file, from a [bound data source](../creating-reports/providing-data/binding-a-report-to-data.md), or from a web location using the specified URL. | -| ![icon-large-panel-report-controls](../../../../images/img22806.png) | The **Panel** control is a container that frames separate report controls to allow them to be easily moved, copied and pasted, and visually unite them in the [report's preview](../document-preview.md) (with borders or a uniform color background). | -| ![icon-large-table-report-controls](../../../../images/img22807.png) | The **Table** control is designed to arrange information in a [tabular layout](../report-types/table-report.md). It may contain any number of **rows** comprised of individual **cells**. Both rows and cells can be selected and customized individually. In most aspects, a cell is similar to a Label, but can also contain other controls (e.g., Picture Box or Rich Text). | -| ![RD_ControlIcon_CellularText](../../../../images/img124975.png) | The **Character Comb** control displays text so that each character is printed in an individual cell. | -| ![icon-large-line-report-controls](../../../../images/img22808.png) | The **Line** control draws a line of a specified direction, style, width and color. It can be used for both decoration and visual separation of report sections. The Line cannot cross [report bands](report-bands.md), as opposed to the Cross-band Line control. | -| ![icon-large-shape-report-controls](../../../../images/img22809.png) | The **Shape** control allows you to embed simple graphic objects into your report. You can choose one of the multiple predefined shapes (e.g., rectangles, ellipses, arrows, polygons, crosses and brackets of various kinds). | -| ![icon-large-bar-code-report-controls](../../../../images/img22810.png) | The **Barcode** control transforms its content into a barcode of the specified type. Multiple standard barcode types are supported. | -| ![icon-large-zip-code-report-controls](../../../../images/img22811.png) | The **Zip Code** control renders a numeric postal code that is used to identify the mail address in some countries. This control is not related to the Zone Improvement Plan (ZIP) code used by the United States Postal Service. | -| ![icon-large-chart-report-controls](../../../../images/img22812.png) | The **Chart** is a sophisticated control used to embed graphs into your report. It graphically represents a series of points using numerous 2D or 3D chart types. A Chart can be populated with points both manually (by specifying arguments and values for each point) and dynamically (by connecting it to the [report's data source](../creating-reports/providing-data/binding-a-report-to-data.md) or binding it to a separate one). See [Chart with Static Series](../report-types/chart-with-static-series.md) and [Chart with Dynamic Series](../report-types/chart-with-dynamic-series.md) for more information. | -| ![icon-large-gauge-report-controls](../../../../images/img23177.png) | The **Gauge** control provides you with the capability to embed graphic gauges into your report. | -| ![icon-large-sparkline-report-controls](../../../../images/img22813.png) | The **Sparkline** control displays a compact chart that is commonly used to reflect the flow of data for every row in a report. | -| ![icon-large-pivot-grid-report-controls](../../../../images/img22814.png) | The **Pivot Grid** control represents dynamic data (obtained from an underlying [data source](../creating-reports/providing-data/binding-a-report-to-data.md)) in a cross-tabulated form to create [cross-tab reports](../report-types/cross-tab-report.md), similar to Pivot Tables in Microsoft Excel®. Column headers display unique values from one data field, and row headers - from another field. Each cell displays a summary for the corresponding row and column values. By specifying different data fields, you can see different totals. This allows you to get a compact layout for a complex data analysis. | -| ![icon-large-subreport-report-controls](../../../../images/img22815.png) | The **Subreport** control allows you to include other reports in your current report. To learn more, see [Master-Detail Report (Subreports)](../report-types/master-detail-report-(subreports).md). | -| ![RD_ControlIcon_Table_Of_Contents](../../../../images/img22816.png) | The **Table Of Contents** control generates a [table of contents](../creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md) based on [bookmarks](../creating-reports/report-navigation-and-interactivity/add-bookmarks.md) specified for report elements. | -| ![icon-large-page-info-report-controls](../../../../images/img22817.png) | The **Page Info** control is intended to [add page numbers and system information to a report](../creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md) (the current date and time or the current user name) into your report. As with many other controls, you can format this control's content. | -| ![icon-large-page-breaki-report-controls](../../../../images/img22818.png) | The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. | -| ![icon-large-cross-band-line-report-controls](../../../../images/img22819.png) | The **Cross-band Line** control allows you to draw a line through several [report bands](report-bands.md). This can be useful if you need to visually emphasize a section consisting of multiple band areas. In other aspects, it is similar to a regular Line. | -| ![icon-large-cross-band-box-report-controls](../../../../images/img22820.png) | The **Cross-band Box** control allows you to draw a rectangle through several [report bands](report-bands.md). This can be useful if you need to visually encompass a section consisting of multiple band areas. | - -To learn how to create report controls and change their layout, refer to [Create and Delete Report Elements](../creating-reports/basic-operations/create-and-delete-report-elements.md) and [Adjust the Layout of Report Elements](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md deleted file mode 100644 index 3fca332e0e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: Cross-Tab Report -author: Anna Gubareva -legacyId: 116209 ---- -# Cross-Tab Report -This tutorial describes the steps needed to create a _cross-tab report_ using the [Pivot Grid](../report-elements/report-controls.md) control. This feature should not be confused with the [master-detail report](master-detail-report.md) or [table report](table-report.md). Additionally, the document demonstrates how to visualize data displayed in the Pivot Grid by linking it with the [Chart](../report-elements/report-controls.md) control. - -## Create a Cross-Tab Report -To create a cross-tab report, do the following. -1. [Create a new empty report](../creating-reports/basic-operations/create-a-new-report.md). -2. Drop the [Pivot Grid](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md). - - ![EUD_WpfReportDesigner_CrossTabReport_1](../../../../images/img123579.png) -3. To bind the Pivot Grid to a data source, right-click it and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button. - - ![EUD_WpfReportDesigner_CrossTabReport_2](../../../../images/img123580.png) -4. The invoked **Data Source Wizard** will guide you through the process of assigning a data source to the grid. For detailed instructions on the Wizard's steps, refer to [Binding a Report to Data](../creating-reports/providing-data/binding-a-report-to-data.md), as this process is similar. - - After the data source is created, it is assigned to the pivot grid's **Data Source** property. Its **Data Member** property defines from which table or view of the data source the grid obtains its data. - - ![EUD_WpfReportDesigner_CrossTabReport_3](../../../../images/img123581.png) - - > [!NOTE] - > Since you have placed a Pivot Grid in the Detail band, the report's **Data Source** property should not be set. Otherwise, the Pivot Grid will be repeated at the preview as many times as there are records in the data source. - > - > ![EUD_WpfReportDesigner_CrossTabReport_4](../../../../images/img123582.png) -5. Once again, right-click the Pivot Grid and select **Run Designer...** in the invoked context menu. - - ![EUD_WpfReportDesigner_CrossTabReport_5](../../../../images/img123583.png) -6. In the invoked **PivotGrid Designer**, click **Retrieve Fields**. - - ![EUD_WpfReportDesigner_CrossTabReport_6](../../../../images/img123584.png) -7. Then, switch to the **Layout** section in the navigation bar on the left. - - Drag and drop the required fields to the **Row Fields**, **Column Fields** and **Data Items** areas. - - ![EUD_WpfReportDesigner_CrossTabReport_7](../../../../images/img123585.png) - - Click **Apply** and close the editor. -8. In the last step, you can set your report's **Vertical Content Splitting** option to **Smart**. This will split the grid's columns precisely by their borders in the Print Preview. - - ![EUD_WpfReportDesigner_CrossTabReport_8](../../../../images/img123587.png) - -The cross-tab report is now ready. Switch to the [Print Preview](../document-preview.md) tab and view the result. - -![EUD_WpfReportDesigner_CrossTabReport_Result](../../../../images/img123586.png) - -## Integrate with a Chart Control -The next step is to visualize data displayed in the Pivot Grid using a Chart control. To accomplish this, perform the following steps. -1. Drop the [Chart](../report-elements/report-controls.md) control from the [Toolbox](../interface-elements/control-toolbox.md) onto the report's [Detail band](../report-elements/report-bands.md) below the Pivot Grid. After you drop the Chart, the **Chart Designer** is automatically invoked. -2. In the Designer, remove an already existing series by clicking the corresponding button. - - ![chart-designer-remove-default-series](../../../../images/img126211.png) -3. Then, go to the **Data** tab at the right of the Designer's window and choose the Pivot Grid in the dedicated drop-down list. - - ![chart-designer-data-tab-select-pivot-grid](../../../../images/img126215.png) -4. After this, all the Chart's binding and layout settings are automatically adjusted. Make sure that **Series**, **Argument** and **Value** cells have been automatically filled with the corresponding fields. Note, values for these fields are generated based on the Pivot Grid's columns, rows and data items, respectively. - - ![chart-designer-pivot-grid-source-auto-created-series](../../../../images/img126216.png) -5. To avoid the overlapping of series labels, select the auto-generated series in the chart elements tree, and in the **Options** tab, disable the **Labels Visibility** check box. - - ![chart-designer-auto-created-series-labels-visibility](../../../../images/img126217.png) -6. If required, you can customize various settings that determine the common behavior for a bridged Chart and Pivot Grid pair. To do this, use the Chart's **Pivot Grid Data Source Options** property. This property, in turn, is linked to the **Options Chart Data Source** property of the associated Pivot Grid. -7. Finally, reset the report's **Vertical Content Splitting** option and switch to the [Preview Tab](../document-preview.md) to see the result. - - ![EUD_WpfReportDesigner_PivotCharting_Result](../../../../images/img125324.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/label-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/label-report.md deleted file mode 100644 index e7075a2d08..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/label-report.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Label Report -author: Anna Gubareva -legacyId: 116203 ---- -# Label Report -This tutorial describes the steps required to create a label report containing employee badges. - -To accomplish this task, do the following. -1. Click the **New** button on the [Toolbar](../interface-elements/toolbar.md) or the plus button next to the report tab headers to [create a new report](../creating-reports/basic-operations/create-a-new-report.md). -2. The invoked [Report Wizard](../report-wizard.md) will guide you through the process of creating a label report. For detailed instructions on wizard steps, refer to [Label Report](../report-wizard/label-report.md). -3. After performing the above steps you will see that the report's Detail band is divided into three different areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. - - ![EUD_WpfReportDersigner_LabelReport_1](../../../../images/img123515.png) -4. [Bind a report to a data source](../creating-reports/providing-data/binding-a-report-to-data.md) containing information about employees. -5. Then, drop the required fields from the [Field List](../interface-elements/field-list.md) onto the available Detail band's area, and adjust the layout. - - ![EUD_WpfReportDersigner_LabelReport_2](../../../../images/img123516.png) - -The label report is now ready. Switch your report to the [Print Preview](../document-preview.md) tab and view the result. - -![EUD_WpfReportDersigner_LabelReport_Result](../../../../images/img123517.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/table-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/table-report.md deleted file mode 100644 index 156b7dcc63..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-types/table-report.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Table Report -author: Anna Gubareva -legacyId: 116202 ---- -# Table Report -This tutorial describes how to create a _table report_, which means that the report's data is arranged into a table-like layout. This feature should not be confused with the [master-detail report](master-detail-report.md) or [cross-tab report](cross-tab-report.md). - -To create a table report, follow the steps below. -1. [Create a new report](../creating-reports/basic-operations/create-a-new-report.md) and [bind it to a data source](../creating-reports/providing-data/binding-a-report-to-data.md). -2. To add a [Page Header](../report-elements/report-bands.md) to the report, right-click on the report's surface, and in the invoked context menu, select **Insert Band** and then **Page Header**. - - ![EUD_WpfReportDersigner_TableReport_1](../../../../images/img123471.png) -3. Next, add two [Table](../report-elements/report-controls.md) controls to the report's Page Header and Detail band. - - To do this, drag the Table control from the [Toolbox](../interface-elements/control-toolbox.md) and drop it onto the Page Header Band. Then, add a table to the Detail band in the same way. - - ![EUD_WpfReportDersigner_TableReport_2](../../../../images/img123472.png) - - One table will be used as a header, and the other one - for the report's detail information. -4. Type the headers into the upper table's cells. Then, bind the corresponding cells in the detail section to the appropriate data fields by expanding the **Data Bindings** option and setting the **Text** property. - - ![EUD_WpfReportDersigner_TableReport_3](../../../../images/img123473.png) -5. Finally, you can customize various properties of the tables to improve their appearance. For example, in the [Properties Panel](../interface-elements/properties-panel.md), you can define the **Borders** property, as well as the **Background Color** property. To customize cell text options, specify the **Font** property. - - A noteworthy feature is the capability to specify [odd and even styles](../creating-reports/appearance-customization/use-odd-and-even-styles.md) for the detail table. - -The table report is now ready. Switch to the [Print Preview](../document-preview.md) tab, and view the result. - -![EUD_WpfReportDersigner_TableReport_Result](../../../../images/img123474.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard.md deleted file mode 100644 index 41339b5f0f..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Report Wizard -author: Anna Gubareva -legacyId: 116225 ---- -# Report Wizard -The Report Wizard is a powerful tool that allows you to easily create reports based on built-in templates. It is automatically invoked when [adding a new report](creating-reports/basic-operations/create-a-new-report.md) in the [Report Designer](../report-designer-for-wpf.md). - -![WPDDesigner_ReportWizard](../../../images/img121983.png) - -The Report Wizard provides three different ways to setup your report. -* [Empty Report](report-wizard/empty-report.md) - - Choose this option to create a new blank report that is not bound to data and doesn't contain any report controls. -* [Data-bound Report](report-wizard/data-bound-report.md) - - This option allows you to easily create a report bound to a desired data source (database, Entity Framework, object data source or excel data source) and generate its layout from scratch. While setting up the report, you can group and sort data, add totals, apply one of the predefined report style, etc. -* [Label Report](report-wizard/label-report.md) - - Select this report type if you need to print out labels. In the Label Report Wizard, choose a required paper supplier and label type, and the report will be adjusted automatically. After completing the wizard, you get an empty report that clearly indicates label boundaries and properly positions labels within paper sheets. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md deleted file mode 100644 index 4f704023dd..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Connect to a Database -author: Anna Gubareva -legacyId: 116226 ---- -# Connect to a Database -The topics in this section describe the steps required to connect a report to a database using the [Report Wizard](../../report-wizard.md). - -![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../images/img122896.png) - -The following data source types are supported: - -* Microsoft SQL Server -* Microsoft Access 97 -* Microsoft Access 2007 -* Microsoft SQL Server CE -* Oracle -* Amazon Redshift -* Google BigQuery -* Teradata -* Firebird -* IBM DB2 -* MySQL -* Pervasive PSQL -* PostgreSQL -* SAP HANA -* SAP Sybase Advantage -* SAP Sybase ASE -* SQLite -* VistaDB -* VistaDB5 -* XML file - -This task includes the following steps: - -* [Select a Data Connection](connect-to-a-database/select-a-data-connection.md) -* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md) -* [Save the Connection String](connect-to-a-database/save-the-connection-string.md) -* [Customize the Query](connect-to-a-database/customize-the-query.md) -* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md) - diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md deleted file mode 100644 index 9700533b40..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Configure Query Parameters -author: Anna Gubareva -legacyId: 118018 ---- -# Configure Query Parameters -On this wizard page, you can manage parameters that are used in queries and/or stored procedures selected on the previous wizard page, as well as specify parameter values. - -![wpf-report-designer-wizard-configure-query-parameters-set-type](../../../../../../images/img125627.png) - -Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md deleted file mode 100644 index c712dda64c..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Customize the Query -author: Anna Gubareva -legacyId: 116230 ---- -# Customize the Query -On this page, you can construct an SQL query to obtain data from the database or select a stored procedure. -* [Construct a Query](#query) -* [Select a Stored Procedure](#storedprocedure) - - - -## Construct a Query -To construct an SQL query, do the following. -1. Select the **Query** option and click the **Run Query Builder** button. - - ![WpfDesignerReportWizard_RunQueryBuilder](../../../../../../images/img122116.png) -2. In the invoked [Query Builder](../../../interface-elements/query-builder.md) window, select an item from the list of available tables on the left and drop it onto the list of data tables to be used. - - ![WPDDesigner_QueryBuilder_AddingTable](../../../../../../images/img122798.png) -3. Enable the check box near the added table to include all of its fields in the data view. - - ![wpf-designer-query-builder-select-products-fields](../../../../../../images/img127215.png) - - Click **OK** to exit the **Query Builder**. - - For more information on the Query Builder, refer to the [Query Builder](../../../interface-elements/query-builder.md) document. - - - -## Select a Stored Procedure -To use a stored procedure, choose the **Stored Procedure** option and then select the required stored procedure from the list. - -![WpfDesigner_ReportWizard_SelectingStoredProcedure](../../../../../../images/img122124.png) - -If the selected query or stored procedure contains any [parameters](../../../creating-reports/providing-data/query-parameters.md), you will be required to define their values on the next wizard page: [Configure Query Parameters](configure-query-parameters.md). - -Otherwise, clicking **Next** will open the next Report Wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md deleted file mode 100644 index f065c38f12..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Save the Connection String -author: Anna Gubareva -legacyId: 116229 ---- -# Save the Connection String -If the data connection uses server authentication, this wizard page allows you to choose whether to save the user credentials along with the connection string. - -![WPDDesigner_ReportWizard_SaveConnectionString](../../../../../../images/img122001.png) - -Click **Next** to proceed to the next wizard page: [Customize the Query](customize-the-query.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md deleted file mode 100644 index a85c50751e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Select a Data Connection -author: Anna Gubareva -legacyId: 116227 ---- -# Select a Data Connection -On this page, you can choose whether to use one of the existing data connections or create a new one. - -![WPDDesigner_ReportWizard_SelectDataConnection](../../../../../../images/img121999.png) - -Click **Next** to proceed to the next wizard page. If you select one of the available connections from the list, go to the [Customize the Query](customize-the-query.md) page. Otherwise, proceed to the [Specify a Connection String](specify-a-connection-string.md) page to create a custom connection string and manually specify its parameters. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md deleted file mode 100644 index 18b6f20590..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md +++ /dev/null @@ -1,16 +0,0 @@ ---- -title: Specify a Connection String -author: Anna Gubareva -legacyId: 116228 ---- -# Specify a Connection String - -This page allows you to specify connection string parameters specific to the selected data source provider. - -Next, specify the connection options required for the selected provider type (e.g., authentication type and database name). - -![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../../images/img122000.png) - -Click **Next** to proceed to one of the next wizard pages, depending on whether or not the created connection uses server authentication. -* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not to save user credentials along with the connection string. -* [Customize the Query](customize-the-query.md) - if server authentication is not required, proceed to constructing the query. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md deleted file mode 100644 index fec6f19a2e..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Bind to a Stored Procedure -author: Anna Gubareva -legacyId: 116263 ---- -# Bind to a Stored Procedure -This wizard page allows you to add stored procedures to the data source and configure their parameters. Note that this page is available only if the current Entity Framework model provides at least one stored procedure. - -To add a stored procedure, click **Add** and in the invoked dialog, select the required stored procedure from the list of available procedures. - -![WpfReportWizard_EF_AddingStoredProcedure](../../../../../../images/img123216.png) - -Next, specify stored procedure parameter values, which can be either static or generated by appropriate expressions. - -![WpfReportWizard_EF_StoredProcParameters](../../../../../../images/img123217.png) - -Click **Next** to proceed to the next wizard page. If you have added more than one stored procedures on this page or if the current Entity Framework model additionally provides data tables, go to the [Select a Data Member](select-a-data-member.md) page. Otherwise, proceed to the [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md deleted file mode 100644 index 459b0cbbe7..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Configure Filters -author: Margarita Zakhodyaeva ---- -# Configure Filters - -This wizard page allows you to define any number of [filter criteria](../../../../report-designer-for-winforms/use-expressions.md) for your data source. - -The **Filter Editor** is displayed after choosing an entity on this wizard page. - -![ef-datasource-configure-filters-editor-report-parameter](../../../../../../images/ef-datasource-configure-filters-editor-report-parameter131075.png) - -Use this editor to define the selected entity's filter criteria. The filter string can also reference [report parameters](../../../creating-reports/providing-data/report-parameters.md). - -![ef-datasource-configure-filters-finish](../../../../../../images/ef-datasource-configure-filters-finish131076.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md deleted file mode 100644 index f507d7b7a4..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Select a Connection String -author: Anna Gubareva -legacyId: 116261 ---- -# Select a Connection String - -This page allows you to specify a connection string used to establish a data connection. The following options are available: - -## Default Connection String - -Choose the default connection string if it is specified in the application’s configuration file. - -![EF default connection string](../../../../../../images/ef-default-connection-string.png) - -## Custom Connection String - -Specify a custom connection string in the connection string editor and choose whether or not to store the string in the application’s configuration file. - -![WpfReportWizard_EF_SpecifyConnectionString](../../../../../../images/img122129.png) - -## Predefined Connection String - -Select an existing connection string available in the current project. - -![WpfReportWizard_EF_SelectConnectionString](../../../../../../images/img122128.png) - -Click **Next** to proceed to the next wizard page. If the current Entity Framework model provides stored procedures, go to the [Bind to a Stored Procedure](bind-to-a-stored-procedure.md) page; otherwise, proceed to the [Configure Filters](configure-filters.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md deleted file mode 100644 index fcaac96052..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Select a Data Member -author: Anna Gubareva -legacyId: 116920 ---- -# Select a Data Member -This wizard page allows you to select one of the available data members that will provide data to your report. - -![WpfReportWizard_EF_SelectDataMember](../../../../../../images/img124455.png) - -Click **Next** to proceed to the next wizard page: [Configure Filters](configure-filters.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md deleted file mode 100644 index c7a500ebd6..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select the Data Context -author: Anna Gubareva -legacyId: 116260 ---- -# Select the Data Context -This page allows you to select a required Entity Framework data context that will provide data to a report. - -On this page, select a data context from the list of existing data contexts. You can also populate this list with data contexts from a separate assembly. To do this, click **Browse...**, and in the invoked **Open** dialog, select the required assembly. - -![WpfReportWizard_EF_SelectAsembly](../../../../../../images/img122127.png) - -Click **Next** to proceed to the next wizard page: [Select the Connection String](select-a-connection-string.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md deleted file mode 100644 index 70aa434b23..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Choose columns -author: Anna Gubareva -legacyId: 116250 ---- -# Choose columns -On this wizard page, you can select required columns and specify their settings. - -To select a column, enable the corresponding **Selected** check box. Use **Name** to specify the custom column name and **Type** to choose the column type. - -![WpfReportWizard_Excel_ChooseColumns](../../../../../../images/img122202.png) - -This page also allows you to preview the resulting data by clicking the **Preview...** button. - -![WpfReportWizard_Excel_DataPreview](../../../../../../images/img122203.png) - -Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md deleted file mode 100644 index ef8ea5a1d0..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md +++ /dev/null @@ -1,14 +0,0 @@ ---- -title: Select a Worksheet, Table or Named Region -author: Anna Gubareva -legacyId: 116249 ---- -# Select a Worksheet, Table or Named Region -> [!NOTE] -> This wizard page appears only if you selected a Microsoft Excel Workbook on the previous page. - -This wizard page allows you to select one of the available worksheets, tables or named regions that will provide data for a report. - -![WpfReportWizard_Excel_SelectWorksheet](../../../../../../images/img122201.png) - -Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md deleted file mode 100644 index a0c7a48523..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Select an Excel Workbook or CSV file -author: Anna Gubareva -legacyId: 116247 ---- -# Select an Excel Workbook or CSV file -On this wizard page, select a required Microsoft Excel workbook (the XLS, XLSX and XLSM formats are supported) or CSV file. To do this, click the ellipsis button and locate the source file, or enter the full path to this file. - -![WpfReportWizard_Excel_SelectFile](../../../../../../images/img122198.png) - -Click **Next** to proceed to the next wizard page: [Specify Import Settings](specify-import-settings.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md deleted file mode 100644 index 18f3152135..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Specify Import Settings -author: Anna Gubareva -legacyId: 116248 ---- -# Specify Import Settings -On this wizard page, you can specify required import settings. This page provides access to different settings depending on whether you have selected an Excel Workbook or CSV file. - -## Import Settings for an Excel Workbook -The following settings are available if an Excel workbook has been selected. - -![WpfReportWizard_Excel_XlsImportSettings](../../../../../../images/img122199.png) -* **Use values of the first rows as field names** - Specifies whether values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. -* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. -* **Skip hidden rows** - Specifies whether or not to include hidden rows to the resulting data source. -* **Skip hidden columns** - Specifies whether or not to include hidden columns to the resulting data source. - -Click **Next** to proceed to the next wizard page: [Select a Worksheet, Table or Named Region](select-a-worksheet-table-or-named-region.md). - -## Import Settings for a CSV file -The following settings are available if a CSV file has been selected. - -![WpfReportWizard_Excel_CsvImportSettings](../../../../../../images/img122200.png) -* **Use values of the first rows as field names** - Specifies whether or not values of the first row should be imported as field names. If this option is disabled, values of the first row will be imported as data and field names will be generated automatically. -* **Skip empty rows** - Specifies whether or not to include empty rows to the resulting data source. -* **Trim Blanks** - Specifies whether to delete all leading and trailing empty spaces from each value in the source CSV file. -* **Encoding** - Specifies the character encoding in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Newline type** - Specifies the line break type in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Value separator** - Specifies a character used to separate values in the source CSV file. If the corresponding **Detect automatically** check box is enabled, this setting's value is automatically determined. -* **Culture** - Specifies culture information used to import data from the source CSV file. -* **Text Qualifier** - Specifies the character that encloses values in the source CSV file. - -Click **Next** to proceed to the next wizard page: [Choose columns](choose-columns.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md deleted file mode 100644 index 51b05dc59a..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select a Data Source Constructor -author: Anna Gubareva -legacyId: 116244 ---- -# Select a Data Source Constructor -On this wizard page, select a data source constructor to be used to create an instance of the data source. - -![WpfReportWizard_Object_SelectDataSourceConstructor](../../../../../../images/img122880.png) - -Enable the **Show only highlighted constructors** check box to exclude irrelevant constructors from the list. Otherwise, all available constructors will be shown. - -Click **Next** to proceed to the next wizard page: [Specify the Constructor Parameters](specify-the-constructor-parameters.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md deleted file mode 100644 index 0a2d396f1b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select a Data Source Member -author: Anna Gubareva -legacyId: 116241 ---- -# Select a Data Source Member -This wizard page allows you to select whether you want bind to the entire object or to its public member (method or property). - -![WpfReportWizard_Object_SelectDataSourceMember](../../../../../../images/img122878.png) - -Select the **Show only highlighted members** check box to exclude irrelevant members from the list. Otherwise, all available members will be shown. - -Click **Next** to proceed to the next wizard page. If you select binding to the entire object, proceed to the [Select the Data Binding Mode](select-the-data-binding-mode.md) page. If you choose one of the available public members, go to the [Specify the Member Parameters](specify-the-member-parameters.md) page. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md deleted file mode 100644 index 0d7553cd4d..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select a Data Source Type -author: Anna Gubareva -legacyId: 116240 ---- -# Select a Data Source Type -On this wizard page, select a required data source type. - -![WpfReportWizard_Object_SelectDataSourceType](../../../../../../images/img122877.png) - -To exclude irrelevant classes from the list, select the **Show only highlighted types** check box. If you disable this check box, all available data source types will be shown. - -Click **Next** to proceed to the next wizard page: [Select a Data Source Member](select-a-data-source-member.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md deleted file mode 100644 index 27e66596bf..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select an Assembly -author: Anna Gubareva -legacyId: 116239 ---- -# Select an Assembly -On this wizard page, select an assembly that contains the class type definition of the data source. - -![WpfReportWizard_Object_SelectAssembly](../../../../../../images/img122876.png) - -To exclude irrelevant assemblies from the list, select the **Show only highlighted assemblies** check box. If you disable the check box, all available data source types will be shown. - -Click **Next** to proceed to the next wizard page: [Select a Data Source Type](select-a-data-source-type.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md deleted file mode 100644 index e9c1ef468b..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Select the Data Binding Mode -author: Anna Gubareva -legacyId: 116243 ---- -# Select the Data Binding Mode -On this wizard page, you can choose one of the following data binding modes. -* **Retrieve the data source schema** - Select this option to retrieve only the data source schema from the specified object and edit the report layout without having access to the actual underlying data. -* **Retrieve the actual data** - Select this option to automatically create an instance of the data source type and obtain its actual data. - -![WpfReportWizard_Object_SelectDataBindingMode](../../../../../../images/img122879.png) - -Click **Next** to proceed to the next wizard once you select the data binding mode. -* [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md) - if you select the first option, go to choosing columns to display in a report. -* [Select a Data Source Constructor](select-a-data-source-constructor.md) - this page allows you to choose a required constructor to create an instance of the data source. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md deleted file mode 100644 index e7ee078612..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Specify the Constructor Parameters -author: Anna Gubareva -legacyId: 116245 ---- -# Specify the Constructor Parameters -On this wizard page, you can specify the constructor parameters. - -To specify the constructor parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the constructor or create a new one using the in-place editor. - -![WpfReportWizard_Object_SpecifyConstructorParameters](../../../../../../images/img122881.png) - -Click **Next** to proceed to the next wizard page: [Choose Columns to Display in a Report](../choose-columns-to-display-in-a-report.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md deleted file mode 100644 index a086c11230..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Specify the Member Parameters -author: Anna Gubareva -legacyId: 116242 ---- -# Specify the Member Parameters -On this wizard page, you can specify the member parameters. - -To specify the member parameter's value, use the **Value** column. Enable the check box in the **Expression** column to make it possible to specify the parameter expression using the **Expression Editor**. In this case, you can pass an existing report parameter to the member or create a new one using the in-place editor. - -![WpfReportWizard_Object_SpecifyMemberParameters](../../../../../../images/img122900.png) - -Click **Next** to proceed to the next wizard page: [Select the Data Binding Mode](select-the-data-binding-mode.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md deleted file mode 100644 index bc693b93ea..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md +++ /dev/null @@ -1,9 +0,0 @@ ---- -title: Enter the Report Title -author: Anna Gubareva -legacyId: 116237 ---- -# Enter the Report Title -On this page, specify the title for the report and click **Finish** to exit the wizard. - -![WPDDesigner_ReportWizard_ReportTitle](../../../../../images/img122895.png) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md deleted file mode 100644 index 06934e24cf..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Select the Data Source Type -author: Anna Gubareva -legacyId: 116231 ---- -# Select the Data Source Type -This wizard page allows you to select the required data source type. - -![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../images/img122896.png) - -Click **Next** to proceed to the next wizard page once you select the data source type. -* [Connect to a Database](connect-to-a-database.md) -* [Connect to an Entity Framework Data Source](connect-to-an-entity-framework-data-source.md) -* [Connect to an Object Data Source](connect-to-an-object-data-source.md) -* [Connect to an Excel Data Source](connect-to-an-excel-data-source.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md deleted file mode 100644 index 0bf01b4ee3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Specify Summary Options -author: Anna Gubareva -legacyId: 116234 ---- -# Specify Summary Options -This wizard page allows you to specify totals for each data group or for the entire report. The specified totals will be displayed after corresponding groups and in the report footer. - -The page displays all available numerical and date-time fields that are not used to group data. You can select desired functions using the check box table. - -![WPDDesigner_ReportWizard_SummaryOptions](../../../../../images/img122890.png) - -There are instances when data fields contain empty values. If you don't want to take these values into account when calculating totals, select the **Ignore NULL values** check box. Otherwise, these values will be treated as zeros for numeric fields and the earliest system date for date-time fields. - -You can stop the wizard at this step by clicking **Finish**. If you do so, your report will look similar to the one in the image below. - -![ReportWizard_SummaryOptions_Result](../../../../../images/img122018.png) - -If you want to further customize your report, click **Next** to proceed to the next wizard page: [Choose a Report Layout](choose-a-report-layout.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/empty-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/empty-report.md deleted file mode 100644 index be41f92855..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/empty-report.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Empty Report -author: Anna Gubareva -legacyId: 116222 ---- -# Empty Report -The **Report Wizard** allows you to create reports of three kinds: **empty reports**, [data-bound reports](data-bound-report.md) and [label reports](label-report.md). To create a new blank report, select **Empty Report** and click **Finish**. - -![WPDDesigner_ReportWizard_Empty](../../../../images/img121984.png) - -The created report is not bound to a data source and doesn't contain any report controls. The following image demonstrates the default layout of this report. - -![WPDDesigner_EmptyReport](../../../../images/img122901.png) - -You can then [bind the report to a required data source](../creating-reports/providing-data/binding-a-report-to-data.md) and [construct the report layout](../creating-reports/basic-operations/adjust-the-layout-of-report-elements.md). \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report.md deleted file mode 100644 index 00b25d06c3..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Label Report -author: Anna Gubareva -legacyId: 116224 ---- -# Label Report -The **Report Wizard** allows you to create reports of three kinds: [empty reports](empty-report.md), [data-bound reports](data-bound-report.md) and **label reports**. To generate a label report, select **Label Report** and click **Next**. - -![WPDDesigner_ReportWizard_Label](../../../../images/img121985.png) - -After completing the Label Report Wizard, you will get a blank report that generates labels of a specifc size. The report designer will indicate the label boundaries and properly position labels within paper sheets. You can then populate the label area with the required content and print out your labels. - -Label creation consists of the following two steps. -* [Select the Label Type](label-report/select-the-label-type.md) -* [Customize the Label Options](label-report/customize-the-label-options.md) \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md deleted file mode 100644 index dfe6773d02..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Customize the Label Options -author: Anna Gubareva -legacyId: 116258 ---- -# Customize the Label Options -This wizard page is intended to manually adjust label settings that were automatically specified in the previous step based on the selected supplier and product. - -Editors on this page allow you to choose the **Page Size** and freely customize label parameters. The pane on the right-hand side provides a label dimensions preview. - -![WPDDesigner_ReportWizard_LabelOptions](../../../../../images/img121987.png) - -Click **Finish** to complete report creation. \ No newline at end of file diff --git a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md b/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md deleted file mode 100644 index 011c8422cc..0000000000 --- a/reporting-for-desktop/articles/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Select the Label Type -author: Anna Gubareva -legacyId: 116257 ---- -# Select the Label Type -This wizard page is intended to select one of the numerous predefined label types. - -On this page, you can choose the proper supplier from the **Label product** combo box and a particular product from the **Product number** list. The selected type defines the label's size and layout, as well as the default page type for this label. - -![WPDDesigner_ReportWizard_SelectLabelType](../../../../../images/img121986.png) - -Click **Next** to proceed to the next wizard page: [Customize the Label Options](customize-the-label-options.md). \ No newline at end of file diff --git a/reporting-for-desktop/images/add-watermarks-in-the-collection-editor.png b/reporting-for-desktop/images/add-watermarks-in-the-collection-editor.png deleted file mode 100644 index 2bfe9c91f5..0000000000 Binary files a/reporting-for-desktop/images/add-watermarks-in-the-collection-editor.png and /dev/null differ diff --git a/reporting-for-desktop/images/behind-image-position.png b/reporting-for-desktop/images/behind-image-position.png deleted file mode 100644 index 1dd5805c5e..0000000000 Binary files a/reporting-for-desktop/images/behind-image-position.png and /dev/null differ diff --git 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articles/report-designer/report-designer-for-winforms/open-reports.md - - name: Save Reports - href: articles/report-designer/report-designer-for-winforms/save-reports.md - - name: Introduction to Banded Reports - href: articles/report-designer/report-designer-for-winforms/introduction-to-banded-reports.md - - name: Bind to Data - href: articles/report-designer/report-designer-for-winforms/bind-to-data.md - items: - - name: Bind a Report to a Database - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md - - name: Bind a Report to a Stored Procedure - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md - - name: Specify Query Parameters - href: articles/report-designer/report-designer-for-winforms/bind-to-data/specify-query-parameters.md - - name: Bind a Report to an XML File - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-xml-file.md - - name: Bind a Report to an Entity Framework Data Source - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-entity-framework-data-source.md - - name: Bind a Report to an Object Data Source - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-object-data-source.md - - name: Bind a Report to an Excel Workbook - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-an-excel-workbook.md - - name: Bind a Report to a CSV File - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-csv-file.md - - name: Bind a Report to JSON data - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-json-data.md - - name: Bind a Report to a MongoDB Instance - href: articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-mongodb-instance.md - - name: Bind a Report to an XPO Persistent Object - href: articles\report-designer\report-designer-for-winforms\bind-to-data\bind-a-report-to-an-xpo-persistent-object.md - - name: Bind a Report to a Join-Based Federated Data Source - href: articles\report-designer\report-designer-for-winforms\bind-to-data\bind-a-report-to-a-join-based-federated-data-source.md - - name: Bind a Report to a Union-Based Federated Data Source - href: articles\report-designer\report-designer-for-winforms\bind-to-data\bind-a-report-to-a-union-based-federated-data-source.md - - name: Bind a Report to a Transformation-Based Data Source - href: articles\report-designer\report-designer-for-winforms\bind-to-data\bind-a-report-to-a-transformation-based-data-source.md - - name: Bind a Report to a Federated Master-Detail Data Source - href: articles\report-designer\report-designer-for-winforms\bind-to-data\bind-a-report-to-a-federated-master-detail-data-source.md - - name: Data Binding Modes - href: articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md - - name: Create Reports - href: articles/report-designer/report-designer-for-winforms/create-reports.md - items: - - name: Table Reports - href: articles/report-designer/report-designer-for-winforms/create-reports/table-reports.md - - name: Vertical Reports - href: articles\report-designer\report-designer-for-winforms\create-reports\vertical-reports.md - - name: Master-Detail Reports with Detail Report Bands - href: articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-detail-report-bands.md - - name: Master-Detail Reports with Subreports - href: articles/report-designer/report-designer-for-winforms/create-reports/master-detail-reports-with-subreports.md - - name: Hierarchical Reports - href: articles\report-designer\report-designer-for-winforms\create-reports\hierarchical-reports.md - - name: Invoices - href: articles/report-designer/report-designer-for-winforms/create-reports/invoices.md - - name: Invoices from Templates - href: articles/report-designer/report-designer-for-winforms/create-reports/invoices-from-templates.md - - name: Cross-Tab Reports - href: articles/report-designer/report-designer-for-winforms/create-reports/cross-tab-reports.md - - name: Balance Sheets - href: articles/report-designer/report-designer-for-winforms/create-reports/balance-sheets.md - - name: Labels and Badges - href: articles/report-designer/report-designer-for-winforms/create-reports/labels-and-badges.md - - name: Multi-Column Reports - href: articles/report-designer/report-designer-for-winforms/create-reports/multi-column-reports.md - - name: Interactive E-Forms - href: articles/report-designer/report-designer-for-winforms/create-reports/interactive-e-forms.md - - name: Reports with Cross-Band Content and Populated Empty Space - href: articles/report-designer/report-designer-for-winforms/create-reports/reports-with-cross-band-content-and-populated-empty-space.md - - name: Reports Merged with PDF - href: articles/report-designer/report-designer-for-winforms/create-reports/reports-merged-with-pdf.md - - name: Reports with Embedded PDF Content - href: articles/report-designer/report-designer-for-winforms/create-reports/reports-with-embedded-pdf-content.md - - name: Reports with a Visual PDF Signature - href: articles/report-designer/report-designer-for-winforms/create-reports/reports-with-visual-pdf-signature.md - - name: Configure Design Settings - href: articles/report-designer/report-designer-for-winforms/configure-design-settings.md - items: - - name: Change a Report's Measurement Units - href: articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md - - name: Change a Report's Page Settings - href: articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md - - name: Enable the Right-To-Left Layout - href: articles/report-designer/report-designer-for-winforms/configure-design-settings/enable-the-right-to-left-layout.md - - name: Use Report Elements - href: articles/report-designer/report-designer-for-winforms/use-report-elements.md - items: - - name: Manipulate Report Elements - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements.md - items: - - name: Add Controls to a Report - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md - - name: Select Report Elements and Access Their Settings - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md - - name: Move and Resize Report Elements - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md - - name: Apply Styles to Report Elements - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md - - name: Copy Report Controls - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/copy-report-controls.md - - name: Reuse Report Controls - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/reuse-report-controls.md - - name: Arrange Report Controls - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/arrange-report-controls.md - - name: Convert Labels to Table - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/convert-labels-to-table.md - - name: Add Report Controls to Containers - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md - - name: Validate the Report Layout - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/validate-the-report-layout.md - - name: Keyboard Shortcuts - href: articles/report-designer/report-designer-for-winforms/use-report-elements/manipulate-report-elements/keyboard-shortcut.md - - name: Bind Report Controls to Data - href: articles/report-designer/report-designer-for-winforms/use-report-elements/bind-controls-to-data.md - - name: Use Embedded Fields (Mail Merge) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-embedded-fields-mail-merge.md - - name: Update Report Data Bindings - href: articles/report-designer/report-designer-for-winforms/use-report-elements/update-report-data-bindings.md - - name: Use Basic Report Controls - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls.md - items: - - name: Label - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/label.md - - name: Character Comb - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/character-comb.md - - name: Rich Text - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/rich-text.md - - name: Check Box - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/check-box.md - - name: Picture Box - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/picture-box.md - - name: Subreport - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/subreport.md - - name: Panel - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/panel.md - - name: Page Break - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-break.md - - name: Table of Contents - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/table-of-contents.md - - name: Page Info - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/page-info.md - - name: PDF Content - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-content.md - - name: PDF Signature - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-basic-report-controls/pdf-signature.md - - name: Use Tables - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables.md - items: - - name: Table Overview - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/table-overview.md - - name: Bind Table Cells to Data - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/bind-table-cells-to-data.md - - name: Manage Table Structure - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manage-table-structure.md - - name: Manipulate Table Elements - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/manipulate-table-elements.md - - name: Hide Table Cells - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-tables/hide-table-cells.md - - name: Use Barcodes - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes.md - items: - - name: Add Barcodes to a Report - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md - - name: Barcode Recognition Specifics - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md - - name: Aztec Code - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/aztec-code.md - - name: Codabar - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/codabar.md - - name: Code 11 (USD-8) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-11-usd-8.md - - name: Code 128 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-128.md - - name: Code 39 (USD-3) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-usd-3.md - - name: Code 39 Extended - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-39-extended.md - - name: Code 93 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93.md - - name: Code 93 Extended - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/code-93-extended.md - - name: Deutsche Post Leitcode - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-leitcode.md - - name: Deutsche Post Identcode - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/deutsche-post-identcode.md - - name: EAN 13 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-13.md - - name: EAN 8 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ean-8.md - - name: ECC200 - Data Matrix - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/ecc200-data-matrix.md - - name: GS1 - DataBar - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-databar.md - - name: GS1- Data Matrix - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-data-matrix.md - - name: GS1-128 - EAN-128 (UCC) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md - - name: Industrial 2 of 5 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/industrial-2-of-5.md - - name: Intelligent Mail - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail.md - - name: Intelligent Mail Package - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/intelligent-mail-package.md - - name: Interleaved 2 of 5 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/interleaved-2-of-5.md - - name: Matrix 2 of 5 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/matrix-2-of-5.md - - name: MSI - Plessey - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/msi-plessey.md - - name: PDF417 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pdf417.md - - name: Pharmacode - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/pharmacode.md - - name: PostNet - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/postnet.md - - name: QR Code - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/qr-code.md - - name: Micro QR Code - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/micro-qr-code.md - - name: GS1 QR Code - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/gs1-qr-code.md - - name: EPC QR Code - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/epc-qr-code.md - - name: SSCC (Serial Shipping Container Code) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/sscc.md - - name: UPC Shipping Container Symbol (ITF-14) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md - - name: UPC Supplemental 2 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-2.md - - name: UPC Supplemental 5 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-supplemental-5.md - - name: UPC-A - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-a.md - - name: UPC-E0 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e0.md - - name: UPC-E1 - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-bar-codes/upc-e1.md - - name: Use Charts and Pivot Grids - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids.md - items: - - name: Use Charts in Reports - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-in-reports.md - - name: Add a Chart (Set Up Series Manually) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-set-up-series-manually.md - - name: Add a Chart (Use a Series Template) - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/add-a-chart-use-a-series-template.md - - name: Use Charts to Visualize Grouped Data - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/use-charts-to-visualize-grouped-data.md - - name: Link a Chart and a Pivot Grid - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-charts-and-pivot-grids/link-a-chart-and-a-pivot-grid.md - - name: Use Cross Tabs - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs.md - items: - - name: Cross Tab Overview - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-overview.md - - name: Cross Tab Fields - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-fields.md - - name: Data Shaping - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/data-shaping.md - - name: Layout and Print Options - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/layout-and-print-options.md - - name: Cross Tab Appearance - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-cross-tabs/cross-tab-appearance.md - - name: Use Gauges and Sparklines - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines.md - items: - - name: Add Gauges to a Report - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md - - name: Add Sparklines to a Report - href: articles/report-designer/report-designer-for-winforms/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md - - name: Draw Lines and Shapes - href: articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes.md - items: - - name: Draw Lines - href: articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-lines.md - - name: Draw Shapes - href: articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-shapes.md - - name: Draw Cross-Band Lines and Boxes - href: articles/report-designer/report-designer-for-winforms/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md - - name: Use Report Parameters - href: articles/report-designer/report-designer-for-winforms/use-report-parameters.md - items: - - name: Create a Report Parameter - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/create-a-report-parameter.md - items: - - name: Report Parameters with Predefined Static Values - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-static-values.md - - name: Report Parameters with Predefined Dynamic Values - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/report-parameters-with-predefined-dynamic-values.md - - name: Multi-Value Report Parameters - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/multi-value-report-parameters.md - - name: Cascading Report Parameters - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/cascading-report-parameters.md - - name: Date Range Report Parameters - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/date-range-report-parameters.md - - name: Reference Report Parameters - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/reference-report-parameters.md - - name: The Parameters Panel - href: articles/report-designer/report-designer-for-winforms/use-report-parameters/parameters-panel.md - - name: Shape Report Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data.md - items: - - name: Filter Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data.md - items: - - name: Filter Data at the Report Level - href: articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-report-level.md - - name: Filter Data at the Data Source Level - href: articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/filter-data-at-the-data-source-level.md - - name: Limit the Number of Records to Display - href: articles/report-designer/report-designer-for-winforms/shape-report-data/filter-data/limit-the-number-of-records-to-display.md - - name: Group and Sort Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data.md - items: - - name: Sort Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data.md - - name: Group Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data.md - - name: Sort Data by a Custom Field - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md - - name: Group Data by a Custom Field - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md - - name: Sort Groups by a Summary Function's Result - href: articles/report-designer/report-designer-for-winforms/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md - - name: Format Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/format-data.md - - name: Specify Conditions for Report Elements - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements.md - items: - - name: Conditionally Change a Control's Appearance - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md - - name: Conditionally Change a Label's Text - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md - - name: Conditionally Change a Band's Visibility - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md - - name: Conditionally Filter Report Data - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md - - name: Conditionally Suppress Controls - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md - - name: Limit the Number of Records per Page - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md - - name: Display Average Values in Charts - href: articles/report-designer/report-designer-for-winforms/shape-report-data/specify-conditions-for-report-elements/display-average-values-in-charts.md - - name: Calculate Summaries - href: articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries.md - items: - - name: Calculate a Summary - href: articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-summary.md - - name: Calculate a Weighted Average - href: articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-a-weighted-average.md - - name: Calculate an Advanced Summary - href: articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md - - name: Calculate Carried Forward/Brought Forward - href: articles/report-designer/report-designer-for-winforms/shape-report-data/calculate-summaries/calculate-carriedforward-broughtforward.md - - name: Count Elements and Values - href: articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values.md - items: - - name: Display Row Numbers in a Report, Group or Page - href: articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md - - name: Count the Number of Records in a Report or Group - href: articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md - - name: Count the Number of Groups in a Report - href: articles/report-designer/report-designer-for-winforms/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md - - name: Use Calculated Fields - href: articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields.md - items: - - name: Calculated Fields Overview - href: articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculated-fields-overview.md - - name: Calculate an Aggregate Function - href: articles/report-designer/report-designer-for-winforms/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md - - name: Lay out Dynamic Report Content - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content.md - items: - - name: Maintain the Band Location on a Page - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md - - name: Keep Content Together - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/keep-content-together.md - - name: Maintain the Size and Content of Data-Bound Controls - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md - - name: Anchor Controls - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/anchor-controls.md - - name: Suppress Controls - href: articles/report-designer/report-designer-for-winforms/lay-out-dynamic-report-content/suppress-controls.md - - name: Customize Appearance - href: articles/report-designer/report-designer-for-winforms/customize-appearance.md - items: - - name: Appearance Properties - href: articles/report-designer/report-designer-for-winforms/customize-appearance/appearance-properties.md - - name: Report Visual Styles - href: articles/report-designer/report-designer-for-winforms/customize-appearance/report-visual-styles.md - - name: Report Style Sheets - href: articles/report-designer/report-designer-for-winforms/customize-appearance/report-style-sheets.md - - name: Add Navigation - href: articles/report-designer/report-designer-for-winforms/add-navigation.md - items: - - name: Add Page Numbers - href: articles/report-designer/report-designer-for-winforms/add-navigation/add-page-numbers.md - - name: Add Cross-References and Hyperlinks - href: articles/report-designer/report-designer-for-winforms/add-navigation/add-cross-references-and-hyperlinks.md - - name: Add Bookmarks and a Document Map - href: articles/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md - - name: Add a Table of Contents - href: articles/report-designer/report-designer-for-winforms/add-navigation/add-a-table-of-contents.md - - name: Provide Interactivity - href: articles/report-designer/report-designer-for-winforms/provide-interactivity.md - items: - - name: Create Drill-Down Reports - href: articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-down-reports.md - - name: Create Drill-Through Reports - href: articles/report-designer/report-designer-for-winforms/provide-interactivity/create-drill-through-reports.md - - name: Sort a Report in Print Preview - href: articles/report-designer/report-designer-for-winforms/provide-interactivity/sort-a-report-in-print-preview.md - - name: Edit Content in Print Preview - href: articles/report-designer/report-designer-for-winforms/provide-interactivity/edit-content-in-print-preview.md - - name: Add Extra Information - href: articles/report-designer/report-designer-for-winforms/add-extra-information.md - items: - - name: Add Watermarks to a Report - href: articles/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md - - name: Display the User Name in a Report - href: articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-user-name-in-a-report.md - - name: Display the Current Date and Time in a Report - href: articles/report-designer/report-designer-for-winforms/add-extra-information/display-the-current-date-and-time-in-a-report.md - - name: Merge Reports - href: articles/report-designer/report-designer-for-winforms/merge-reports.md - items: - - name: Add a Report to the End/Beginning - href: articles/report-designer/report-designer-for-winforms/merge-reports/add-a-report-to-the-end-beginning.md - - name: Use Data-Driven Page Sequence - href: articles/report-designer/report-designer-for-winforms/merge-reports/use-data-driven-page-sequence.md - - name: Use Expressions - href: articles/report-designer/report-designer-for-winforms/use-expressions.md - items: - - name: Expressions Overview - href: articles/report-designer/report-designer-for-winforms/use-expressions/expressions-overview.md - - name: Expression Language - href: articles/report-designer/report-designer-for-winforms/use-expressions/expression-language.md - - name: Functions in Expressions - href: articles/report-designer/report-designer-for-winforms/use-expressions/functions-in-expressions.md - - name: "How to: Use Expressions" - href: articles/report-designer/report-designer-for-winforms/use-expressions/how-to-use-expressions.md - - name: Data Binding Modes - href: articles/report-designer/report-designer-for-winforms/use-expressions/data-binding-modes.md - - name: Use Report Scripts - href: articles/report-designer/report-designer-for-winforms/use-report-scripts.md - - name: Print, Preview and Export Reports - href: articles/report-designer/report-designer-for-winforms/preview-print-and-export-reports.md - - name: Report Designer Tools - href: articles/report-designer/report-designer-for-winforms/report-designer-tools.md - items: - - name: Report Wizard - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard.md - items: - - name: Choose a Report Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/choose-a-report-type.md - - name: Blank Report - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/blank-report.md - - name: Table Report - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report.md - items: - - name: Select the Data Source Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/select-the-data-source-type.md - - name: Choose Fields to Display in a Report - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-fields-to-display-in-a-report.md - - name: Add Grouping Levels - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/add-grouping-levels.md - - name: Specify Summary Options - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-summary-options.md - - name: Specify Report Page Settings - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/specify-report-page-settings.md - - name: Choose a Report Color Scheme - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/choose-a-report-color-scheme.md - - name: Set the Report Title - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/table-report/set-the-report-title.md - - name: Vertical Report - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/vertical-report.md - - name: Cross-Tab Report - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/cross-tab-report.md - - name: Labels - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels.md - items: - - name: Select the Data Source Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-data-source-type.md - - name: Select the Label Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/select-the-label-type.md - - name: Customize the Label Options - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/labels/customize-the-label-options.md - - name: Template - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template.md - items: - - name: Choose a Report Template - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/choose-a-report-template.md - - name: Select the Data Source Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/select-the-data-source-type.md - - name: Map Report Template Fields - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/map-report-template-fields.md - - name: Specify Report Template Options - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/report-wizard/template/specify-report-template-options.md - - name: Data Source Wizard - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard.md - items: - - name: Connect to a Database - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database.md - items: - - name: Select a Data Connection - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/select-a-data-connection.md - - name: Specify a Connection String - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md - - name: Save the Connection String - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/save-the-connection-string.md - - name: Create a Query or Select a Stored Procedure - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/create-a-query-or-select-a-stored-procedure.md - - name: Configure Query Parameters - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md - - name: Connect to an Entity Framework Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source.md - items: - - name: Select the Data Context - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-the-data-context.md - - name: Select a Connection String - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-connection-string.md - - name: Bind to a Stored Procedure - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md - - name: Select a Data Member - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/select-a-data-member.md - - name: Configure Filters - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-entity-framework-data-source/configure-filters.md - - name: Connect to an Object Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source.md - items: - - name: Select an Assembly - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-an-assembly.md - - name: Select a Data Source Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-type.md - - name: Select a Data Source Member - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-member.md - - name: Specify the Member Parameters - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-member-parameters.md - - name: Select the Data Binding Mode - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-the-data-binding-mode.md - - name: Select a Data Source Constructor - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/select-a-data-source-constructor.md - - name: Specify the Constructor Parameters - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-object-data-source/specify-the-constructor-parameters.md - - name: Connect to an Excel Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source.md - items: - - name: Select an Excel Workbook or CSV file - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md - - name: Specify Import Settings - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/specify-import-settings.md - - name: Select a Worksheet, Table or Named Range - href: articles\report-designer\report-designer-for-winforms\report-designer-tools\data-source-wizard\connect-to-an-excel-data-source\select-a-worksheet,-table-or-named-range.md - - name: Choose Columns - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-excel-data-source/choose-columns.md - - name: Connect to a JSON Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source.md - items: - - name: Specify JSON Data Location - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/specify-json-data-location.md - - name: Configure Web Service Endpoint Request - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/configure-web-service-endpoint-request.md - - name: Select Data Fields - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-json-data-source/select-data-fields.md - - name: Connect to an XPO Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source.md - items: - - name: Choose an Entity Type - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/choose-an-entity-type.md - - name: Select a Data Connection - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/select-a-data-connection.md - - name: Specify a Connection String - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/specify-a-connection-string.md - - name: Save the Connection String - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-an-xpo-data-source/save-the-connection-string.md - - name: Connect to a Federated Data Source - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/connect-to-a-federated-data-source.md - items: - - name: Create a Federated Query - href: articles\report-designer\report-designer-for-winforms\report-designer-tools\data-source-wizard\connect-to-a-federated-data-source\create-a-federated-query.md - - name: No Data - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/data-source-wizard/no-data.md - - name: Query Builder - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/query-builder.md - - name: Toolbox - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbox.md - - name: Toolbar - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/toolbar.md - - name: UI Panels - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels.md - items: - - name: Report Explorer - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-explorer.md - - name: Field List - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/field-list.md - - name: Report Gallery - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-gallery.md - - name: Property Grid (Tabbed View) - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-tabbed-view.md - - name: Property Grid (Non-Tabbed View) - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/property-grid-non-tabbed-view.md - - name: Group and Sort Panel - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/group-and-sort-panel.md - - name: Report Design Analyzer - href: articles/report-designer/report-designer-for-winforms/report-designer-tools/ui-panels/report-design-analyzer.md - - name: Localize Reports - href: articles/report-designer/report-designer-for-winforms/localize-reports.md -- name: Report Designer for WPF - href: articles/report-designer/report-designer-for-wpf.md - items: - - name: Report Types - href: articles/report-designer/report-designer-for-wpf/report-types.md - items: - - name: Static Report - href: articles/report-designer/report-designer-for-wpf/report-types/static-report.md - - name: Table Report - href: articles/report-designer/report-designer-for-wpf/report-types/table-report.md - - name: Label Report - href: articles/report-designer/report-designer-for-wpf/report-types/label-report.md - - name: Multi-Column Report - href: articles/report-designer/report-designer-for-wpf/report-types/multi-column-report.md - - name: Master-Detail Report - href: articles/report-designer/report-designer-for-wpf/report-types/master-detail-report.md - - name: Master-Detail Report (Detail Report Bands) - href: articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(detail-report-bands).md - - name: Master-Detail Report (Subreports) - href: articles/report-designer/report-designer-for-wpf/report-types/master-detail-report-(subreports).md - - name: Report with PDF Content - href: articles/report-designer/report-designer-for-wpf/report-types/report-with-pdf-content.md - - name: Cross-Tab Report - href: articles/report-designer/report-designer-for-wpf/report-types/cross-tab-report.md - - name: Parametrized Report - href: articles/report-designer/report-designer-for-wpf/report-types/parametrized-report.md - - name: Chart with Static Series - href: articles/report-designer/report-designer-for-wpf/report-types/chart-with-static-series.md - - name: Chart with Dynamic Series - href: articles/report-designer/report-designer-for-wpf/report-types/chart-with-dynamic-series.md - - name: Creating Reports - href: articles/report-designer/report-designer-for-wpf/creating-reports.md - items: - - name: Basic Operations - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations.md - items: - - name: Create a New Report - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-a-new-report.md - - name: Change Measurement Units of a Report - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/change-measurement-units-of-a-report.md - - name: Create and Delete Report Elements - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/create-and-delete-report-elements.md - - name: Adjust the Layout of Report Elements - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-the-layout-of-report-elements.md - - name: 'Control Positioning ' - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/control-positioning.md - - name: Adjust Page Layout Settings - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/adjust-page-layout-settings.md - - name: Back Up the Report Layout - href: articles/report-designer/report-designer-for-wpf/creating-reports/basic-operations/back-up-the-report-layout.md - - name: Providing Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data.md - items: - - name: Binding a Report to Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data.md - items: - - name: Bind a Report to a Database - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-a-database.md - - name: Bind a Report to an Entity Framework Data Source - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-entity-framework-data-source.md - - name: Bind a Report to an Object Data Source - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-object-data-source.md - - name: Bind a Report to an Excel Data Source - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-a-report-to-data/bind-a-report-to-an-excel-data-source.md - - name: Binding Report Controls to Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/binding-report-controls-to-data.md - - name: Using Mail Merge - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/using-mail-merge.md - - name: Report Parameters - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/report-parameters.md - - name: Query Parameters - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/query-parameters.md - - name: Calculated Fields - href: articles/report-designer/report-designer-for-wpf/creating-reports/providing-data/calculated-fields.md - - name: Shaping Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data.md - items: - - name: Grouping Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/grouping-data.md - - name: Sorting Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/sorting-data.md - - name: Filtering Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/filtering-data.md - - name: Calculating Summaries - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/calculating-summaries.md - - name: Formatting Data - href: articles/report-designer/report-designer-for-wpf/creating-reports/shaping-data/formatting-data.md - - name: Appearance Customization - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization.md - items: - - name: Understanding Style Concepts - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/understanding-style-concepts.md - - name: Use Odd and Even Styles - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/use-odd-and-even-styles.md - - name: Conditionally Change a Control's Appearance - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-controls-appearance.md - - name: Conditionally Hide Bands - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-hide-bands.md - - name: Conditionally Change a Label's Text - href: articles/report-designer/report-designer-for-wpf/creating-reports/appearance-customization/conditionally-change-a-labels-text.md - - name: Report Navigation and Interactivity - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity.md - items: - - name: Add Bookmarks - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-bookmarks.md - - name: Create a Table of Contents - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-a-table-of-contents.md - - name: Create Hyperlinks - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/create-hyperlinks.md - - name: Add a Cross-Reference - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/add-a-cross-reference.md - - name: Enable Content Editing in Print Preview - href: articles/report-designer/report-designer-for-wpf/creating-reports/report-navigation-and-interactivity/enable-content-editing-in-print-preview.md - - name: Adding Details about a Report - href: articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report.md - items: - - name: Add Page Numbers and System Information to a Report - href: articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/add-page-numbers-and-system-information-to-a-report.md - - name: Create or Modify Watermarks of a Report - href: articles/report-designer/report-designer-for-wpf/creating-reports/adding-details-about-a-report/create-or-modify-watermarks-of-a-report.md - - name: Scripting - href: articles/report-designer/report-designer-for-wpf/creating-reports/scripting.md - - name: Report Elements - href: articles/report-designer/report-designer-for-wpf/report-elements.md - items: - - name: Report Controls - href: articles/report-designer/report-designer-for-wpf/report-elements/report-controls.md - - name: Report Bands - href: articles/report-designer/report-designer-for-wpf/report-elements/report-bands.md - - name: Interface Elements - href: articles/report-designer/report-designer-for-wpf/interface-elements.md - items: - - name: Toolbar - href: articles/report-designer/report-designer-for-wpf/interface-elements/toolbar.md - - name: Control Toolbox - href: articles/report-designer/report-designer-for-wpf/interface-elements/control-toolbox.md - - name: Field List - href: articles/report-designer/report-designer-for-wpf/interface-elements/field-list.md - - name: Report Explorer - href: articles/report-designer/report-designer-for-wpf/interface-elements/report-explorer.md - - name: Group and Sort Panel - href: articles/report-designer/report-designer-for-wpf/interface-elements/group-and-sort-panel.md - - name: Properties Window - href: articles/report-designer/report-designer-for-wpf/interface-elements/properties-panel.md - - name: Design Surface - href: articles/report-designer/report-designer-for-wpf/interface-elements/design-surface.md - - name: Report Design Analyzer - href: articles/report-designer/report-designer-for-wpf/interface-elements/report-design-analyzer.md - - name: Localization Editor - href: articles/report-designer/report-designer-for-wpf/interface-elements/localization-editor.md - - name: Query Builder - href: articles/report-designer/report-designer-for-wpf/interface-elements/query-builder.md - - name: Report Wizard - href: articles/report-designer/report-designer-for-wpf/report-wizard.md - items: - - name: Empty Report - href: articles/report-designer/report-designer-for-wpf/report-wizard/empty-report.md - - name: Data-bound Report - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report.md - items: - - name: Connect to a Database - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database.md - items: - - name: Select a Data Connection - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/select-a-data-connection.md - - name: Specify a Connection String - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/specify-a-connection-string.md - - name: Save the Connection String - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/save-the-connection-string.md - - name: Customize the Query - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/customize-the-query.md - - name: Configure Query Parameters - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-a-database/configure-query-parameters.md - - name: Connect to an Entity Framework Data Source - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source.md - items: - - name: Select the Data Context - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-the-data-context.md - - name: Select a Connection String - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-connection-string.md - - name: Bind to a Stored Procedure - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/bind-to-a-stored-procedure.md - - name: Select a Data Member - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/select-a-data-member.md - - name: Configure Filters - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-entity-framework-data-source/configure-filters.md - - name: Connect to an Object Data Source - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source.md - items: - - name: Select an Assembly - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-an-assembly.md - - name: Select a Data Source Type - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-type.md - - name: Select a Data Source Member - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-member.md - - name: Specify the Member Parameters - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-member-parameters.md - - name: Select the Data Binding Mode - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-the-data-binding-mode.md - - name: Select a Data Source Constructor - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/select-a-data-source-constructor.md - - name: Specify the Constructor Parameters - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-object-data-source/specify-the-constructor-parameters.md - - name: Connect to an Excel Data Source - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source.md - items: - - name: Select an Excel Workbook or CSV file - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-an-excel-workbook-or-csv-file.md - - name: Specify Import Settings - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/specify-import-settings.md - - name: Select a Worksheet, Table or Named Region - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/select-a-worksheet-table-or-named-region.md - - name: Choose columns - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/connect-to-an-excel-data-source/choose-columns.md - - name: Select the Data Source Type - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/select-the-data-source-type.md - - name: Choose Columns to Display in a Report - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-columns-to-display-in-a-report.md - - name: Add Groping Levels - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/add-groping-levels.md - - name: Specify Summary Options - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/specify-summary-options.md - - name: Choose a Report Layout - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-layout.md - - name: Choose a Report Style - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/choose-a-report-style.md - - name: Enter the Report Title - href: articles/report-designer/report-designer-for-wpf/report-wizard/data-bound-report/enter-the-report-title.md - - name: Label Report - href: articles/report-designer/report-designer-for-wpf/report-wizard/label-report.md - items: - - name: Select the Label Type - href: articles/report-designer/report-designer-for-wpf/report-wizard/label-report/select-the-label-type.md - - name: Customize the Label Options - href: articles/report-designer/report-designer-for-wpf/report-wizard/label-report/customize-the-label-options.md - - name: Document Preview - href: articles/report-designer/report-designer-for-wpf/document-preview.md - items: - - name: Preview Toolbar - href: articles/report-designer/report-designer-for-wpf/document-preview/preview-toolbar.md - - name: Export Document Dialog - href: articles/report-designer/report-designer-for-wpf/document-preview/export-document-dialog.md - - name: Parameters Panel - href: articles/report-designer/report-designer-for-wpf/document-preview/parameters-panel.md - - name: Search Panel - href: articles/report-designer/report-designer-for-wpf/document-preview/search-panel.md - - name: Document Map Panel - href: articles/report-designer/report-designer-for-wpf/document-preview/document-map-panel.md \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/csv-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/csv-specific-export-options.md deleted file mode 100644 index 0109804277..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/csv-specific-export-options.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: CSV Export Options -author: Anna Gubareva -legacyId: 115376 ---- -# CSV Export Options -Before [exporting a document](export-a-document.md) to CSV format, you can specify CSV-specific options in the **Export Options** panel. - -![EUD_HTML5DV_CsvExportOptions](../../../images/img121798.png) -* **Encoding** - - Specifies the encoding of the text-based file to which a report is exported. -* **Text Export Mode** - - Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the CSV file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. -* **Quote Strings with Separators** - - Specifies whether strings with separators should be placed in quotation marks in the exported document. -* **Separator** - - Specifies a symbol used to separate text elements (comma by default). -* **Skip Empty Rows** - - Specifies whether to include empty rows into the resulting file. -* **Skip Empty Columns** - - Specifies whether to include empty columns into the resulting file. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/docx-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/docx-specific-export-options.md deleted file mode 100644 index 1e6176988a..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/docx-specific-export-options.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: DOCX Export Options -author: Anna Gubareva -legacyId: 118919 ---- -# DOCX Export Options -Before [exporting a document](export-a-document.md) to DOCX format, you can specify DOCX-specific options in the **Export Options** panel. - -![web-report-designer](../../../images/img129100.png) -* **Export Mode** - - Specifies how a document is exported to DOCX. The following modes are available. - * The **Single file** mode allows export of a document to a single file without dividing it into pages. - * The **Single file page-by-page** mode allows export of a document to a single file divided into pages. In this mode, the **Page range** option is available. - -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. Use commas to separate page numbers. Use hyphens to set page ranges. - -* **Table Layout** - - The table-based layout is the default layout for reports exported in **Single File** mode. You can also use the **Table Layout** option to enable this layout for reports exported in **Single File Page By Page** mode. When you export a report to **DOCX** with the table-based layout, a table with merged cells is created to mimic the original layout of the report's controls. - -* **Keep Row Height** - - This option is enabled if you enable the **Table Layout** option. If you edit content inside the table after the export, the table cells grow to fit the new content size. Thus, the resulting document can differ from the initial document in **Print Preview**. To avoid this effect, enable the **Keep Row Height** option. If the option is set to **false** (the default value), row heights are not fixed. If you add a new line of text to a cell, the line increases the cell's row height. - -* **Rasterize Images** - - Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. - -* **Rasterization Resolution** - - Specifies the image resolution for raster images. - - -* **Export Page Breaks** - - Specifies whether to include page breaks in the exported DOCX file. -* **Export Watermarks** - - Specifies whether the exported document should include watermarks (if they exist). - -## Document Options -The **Document Options** complex property contains options which specify the **Document Properties** of the created DOCX file. Click the complex property's header to access its nested options. - -![EUD_HTML5DV_DocxDocumentOptions](../../../images/img1218031.png) diff --git a/reporting-for-web/articles/document-viewer/exporting/html-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/html-specific-export-options.md deleted file mode 100644 index efcbff8dbf..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/html-specific-export-options.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: HTML Export Options -author: Anna Gubareva -legacyId: 115377 ---- -# HTML Export Options -Before [exporting a document](export-a-document.md) to HTML format, you can specify HTML-specific options in the **Export Options** panel. - -![EUD_HTML5DV_HtmlExportOptions](../../../images/img121799.png) -* **Export Mode** - - Specifies how a document is exported to HTML. The following modes are available. - * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. - * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. -* **Page Border Color** - - Specifies the color of page borders. -* **Page Border Width** - - Specifies the width (in pixels) of page borders. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Rasterization Resolution** - - Specifies the image resolution for raster images. -* **Title** - - Specifies the title of the created document. -* **Table Layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Use HRef Hyperlinks** - - Specifies whether to enable the use of standard HTML link references in document navigation. -* **Allow URLs with JS Content** - - Specifies whether the JavaScript code can be placed in URLs in the resulting HTML document. -* **Remove Secondary Symbols** - - Specifies whether to remove all secondary symbols (for instance, **Space**, **Carriage Return**, etc.) in the resulting document to reduce its size. -* **Export Watermarks** - - Specifies whether to export watermarks to HTML along with the rest of the document content. -* **Character Set** - - Specifies the character set for the HTML document. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/image-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/image-specific-export-options.md deleted file mode 100644 index 759f45f7ef..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/image-specific-export-options.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Image Export Options -author: Anna Gubareva -legacyId: 115378 ---- -# Image Export Options -Before [exporting a document](export-a-document.md) to an image, you can specify Image-specific options in the **Export Options** panel. - -![EUD_HTML5DV_ImageExportOptions](../../../images/img121800.png) -* **Export Mode** - - Specifies how a document is exported to an image. The following modes are available. - * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. - * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. -* **Page Border Color** - - Specifies the color of page borders. -* **Page Border Width** - - Specifies the width (in pixels) of page borders. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Resolution** - - Specifies the required image resolution (in dpi). -* **Format** - - Specifies an image format to export a document. Available formats are BMP, GIF, JPEG, PNG, EMF, WMF and TIFF. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/mht-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/mht-specific-export-options.md deleted file mode 100644 index 7d9933c332..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/mht-specific-export-options.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: MHT Export Options -author: Anna Gubareva -legacyId: 115379 ---- -# MHT Export Options -Before [exporting a document](export-a-document.md) to MHT format, you can specify MHT-specific options in the **Export Options** panel. - -![EUD_HTML5DV_MhtExportOptions](../../../images/img121801.png) -* **Export Mode** - - Specifies how a document is exported to MHT. The following modes are available. - * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. - * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Border Color**, **Page Border Width** and **Page Range** options are available. -* **Page Border Color** - - Specifies the color of page borders. -* **Page Border Width** - - Specifies the width (in pixels) of page borders. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Title** - - Specifies a title of the created MHT file. -* **Character Set** - - Specifies the encoding name used in the exported document. -* **Table Layout** - - Specifies whether to use table or non-table layout in the resulting document. -* **Use HRef Hyperlinks** - - Specifies whether to enable the use of standard HTML link references in document navigation. -* **Allow URLs with JS Content** - - Specifies whether the JavaScript code can be placed in URLs in the resulting HTML document. -* **Remove Secondary Symbols** - - Specifies whether to remove all secondary symbols (for instance, **Space**, **Carriage Return**, etc.) in the resulting document to reduce its size. -* **Export Watermarks** - - Specifies whether to export watermarks to HTML along with the rest of the document content. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/pdf-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/pdf-specific-export-options.md deleted file mode 100644 index 5c927c8c56..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/pdf-specific-export-options.md +++ /dev/null @@ -1,63 +0,0 @@ ---- -title: PDF Export Options -author: Anna Gubareva -legacyId: 115380 ---- -# PDF Export Options - -Before [exporting a document](export-a-document.md) to PDF, you can specify PDF-specific options in the **Export Options** panel. - -![EUD_HTML5DV_PdfExportOptions](../../../images/img121802.png) - -## General Options - -* **Signatures** - - Provides access to digital signatures. Select a signature to sign the document on export to PDF. -* **Convert Images to Jpeg** - - Specifies whether all bitmaps contained in the document should be converted to JPEG format during export to PDF. -* **Show Print Dialog on Open** - - Specifies whether the **Print** dialog should be displayed when the resulting PDF file is opened in an appropriate application. -* **Never Embedded Fonts** - - Specifies font names which should not be embedded into the resulting file. To separate fonts, use semicolons. -* **Export Editing Fields To AcroForms** - - Specifies whether to convert a report's editing fields to interactive forms. - -* **Image Quality** - - Specifies the document's image quality level. The higher the quality, the bigger the file, and vice versa. -* **PDF A Compatibility** - - Specifies document compatibility with the **PDF/A** specification. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Rasterization Resolution** - - Specifies the image resolution for raster images. - -## Document Options -The **Document Options** complex property contains options which specify the **Document Properties** of the created PDF file. Click the complex property's header to access its nested options. - -![EUD_HTML5DV_PdfDocumentOptions](../../../images/img121803.png) - -## PDF Password Security Options -This complex property allows you to adjust the security options of the resulting PDF file. - -![EUD_HTML5DV_PdfSecurityOptions](../../../images/img121804.png) -* **Open Password** - - Specifies the password for opening the exported PDF document. -* **Encryption Level** - - Specifies the algorithm used to encrypt PDF content. -* **Permissions Password** - - Specifies the PDF permissions password for the document. -* **PDF Permissions Options** - - Provides access to the options which specify the permissions for printing, changing, copying, and accessing the exported document. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/rtf-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/rtf-specific-export-options.md deleted file mode 100644 index 8b184bd6dc..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/rtf-specific-export-options.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: RTF Export Options -author: Anna Gubareva -legacyId: 115381 ---- -# RTF Export Options -Before [exporting a document](export-a-document.md) to RTF, you can specify RTF-specific options in the **Export Options** panel. - -![EUD_HTML5DV_RtfExportOptions](../../../images/img121805.png) -* **Export Mode** - - Specifies how a document is exported to RTF. The following modes are available. - * The **Single File** mode allows exporting a document to a single file, without preserving the page-by-page breakdown. - * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Range** and **Export Watermark** options are available. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Rasterization Resolution** - - Specifies the image resolution for raster images. -* **Export Page Breaks** - - Specifies whether to include page breaks in the exported RTF file. - -* **Export Watermarks** - - Specifies whether watermarks (if they exist) should be included into the resulting file. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/text-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/text-specific-export-options.md deleted file mode 100644 index 56d53e08cb..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/text-specific-export-options.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Text Export Options -author: Anna Gubareva -legacyId: 115382 ---- -# Text Export Options -Before [exporting a document](export-a-document.md) to TXT format, you can specify TXT-specific options in the **Export Options** panel. - -![EUD_HTML5DV_TextExportOptions](../../../images/img121806.png) -* **Encoding** - - Specifies the encoding used in the exported document. -* **Quote Strings with Separators** - - Specifies whether strings with separators should be placed in quotation marks in the exported document. -* **Separator** - - Specifies a symbol to separate text elements (TAB by default). -* **Text Export Mode** - - Specifies whether to use the formatting of data fields in the bound data source for cells in the exported document. If this option is set to **Text**, all data fields are exported to the text file as strings with the corresponding formatting embedded into those strings. If the option is set to **Value**, all formatting will be lost in the resulting document. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/xls-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/xls-specific-export-options.md deleted file mode 100644 index 62d7e2fb60..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/xls-specific-export-options.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: XLS Export Options -author: Anna Gubareva -legacyId: 115383 ---- -# XLS Export Options -Before [exporting a document](export-a-document.md) to XLS format, you can specify XLS-specific options in the **Export Options** panel. - -![EUD_HTML5DV_XlsExportOptions](../../../images/img121833.png) -* **Export Mode** - - Specifies how a document is exported to XLS. -* **Suppress 256 Columns Warning** - - Specifies whether to suppress the exception that raises when trying to export a document to an XLS file with more than 256 columns. -* **Suppress 65536 Rows Warning** - - Specifies whether to suppress the exception that raises when trying to export a document to an XLS file with more than 65536 rows. -* **Workbook Color Palette Compliance** - - Specifies the color palette compatibility mode with different workbook versions. The workbook palette can store no more than **56** colors. If you select the **ReducePaletteExactColors** value, original color values are kept, but only the first **56** colors are included in the palette. Choose **AdjustColorsToDefaultPalette** to degrade the color values to match the **56** standard colors of the default workbook palette. -* **Export Hyperlinks** - - Specifies whether hyperlinks should be exported to the XLS document. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Raw Data Mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLS, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. -* **Sheet Name** - - Specifies the name of the sheet in the created XLS file. -* **Show Grid Lines** - - Specifies whether grid lines should be visible in the resulting XLS file. -* **Text Export Mode** - - Specifies whether value formatting should be converted to the native XLS format string (if it is possible), or embedded into cell values as plain text. -* **Rasterize Images** - - Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. -* **Rasterization Resolution** - - Specifies the image resolution for raster images. -* **Fit To Printed Page Width** - - Shrinks the width of the exported document's printout to one page. -* **Fit To Printed Page Height** - - Shrinks the height of the exported document's printout to one page. -* **Ignore Errors** - - Specifies the document errors to be ignored in a resulting XLS file. -* **Right To Left Document** - - If you use right-to-left fonts in a report, enable the **Right-to-Left Document** option to use the right-to-left layout for sheets in the exported XLS file. - -## Document Options -The **Document Options** complex property contains options which specify the **Document Properties** of the created XLS file. Click the complex property's header to access its nested options. - -![EUD_HTML5DV_XlsDocumentOptions](../../../images/img1218331.png) - -## Encryption Options -This complex property allows you to adjust the encryption options of the resulting XLS file. - -![EUD_HTML5DV_PdfSecurityOptions](../../../images/img1218332.png) -* **Type** - Specifies one of the following encryption types: - * Strong (default) type uses the **Agile Encryption** mechanism. - * Compatible type uses the **Standard Encryption** that is compatible with Excel 2007. -* **Password** - Sets a password for the exported XLS file. XLS files support **ARC4** encryption (except for **RC4CryptoAPI**). Passwords for XLS files are stored as plain text in report definitions. Ensure that only trusted parties have access to report definition files. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/exporting/xlsx-specific-export-options.md b/reporting-for-web/articles/document-viewer/exporting/xlsx-specific-export-options.md deleted file mode 100644 index b56db9ddaf..0000000000 --- a/reporting-for-web/articles/document-viewer/exporting/xlsx-specific-export-options.md +++ /dev/null @@ -1,67 +0,0 @@ ---- -title: XLSX-Specific Export Options -author: Anna Gubareva -legacyId: 115384 ---- -# XLSX-Specific Export Options -Before [exporting a document](export-a-document.md) to XLSX format, you can specify XLSX-specific options in the **Export Options** panel. - -![EUD_HTML5DV_XlsxExportOptions](../../../images/img121837.png) -* **Export Mode** - - Specifies how a document is exported to XLSX. The following modes are available. - * The **Single File** mode allows exporting a document to a single file, without dividing it into pages. - * The **Single File PageByPage** mode allows exporting a document to a single file, while preserving the page-by-page breakdown. In this mode, the **Page Range** option is available. -* **Export Hyperlinks** - - Specifies whether to include hyperlinks into the resulting file. -* **Page Range** - - Specifies a range of pages which will be included in the resulting file. To separate page numbers, use commas. To set page ranges, use hyphens. -* **Raw Data Mode** - - Specifies whether to enable the raw data export mode. In this mode, only a document's actual data is exported to XLSX, ignoring non-relevant elements, such as images, graphic content, font and appearance settings. -* **Sheet Name** - - Specifies the name of the sheet in the created XLSX file. -* **Show Grid Lines** - - Specifies whether grid lines should be visible in the resulting XLSX file. -* **Text Export Mode** - - Specifies whether value formatting should be converted to the native XLSX format string (if it is possible), or embedded into cell values as plain text. -* **Rasterize Images** - - Specifies whether to rasterize vector images, such as pictures, charts, or barcodes. -* **Rasterization Resolution** - - Specifies the image resolution for raster images. -* **Fit To Printed Page Width** - - Shrinks the width of the exported document's printout to one page. -* **Fit To Printed Page Height** - - Shrinks the height of the exported document's printout to one page. -* **Ignore Errors** - - Specifies the document errors to be ignored in a resulting XLS file. -* **Right To Left Document** - - If you use right-to-left fonts in a report, enable the **Right-to-Left Document** option to use the right-to-left layout for sheets in the exported XLSX file. - -## Document Options -The **Document Options** complex property contains options which specify the **Document Properties** of the created XLSX file. Click the complex property's header to access its nested options. - -![EUD_HTML5DV_XlsDocumentOptions](../../../images/img1218331.png) - -## Encryption Options -This complex property allows you to adjust the encryption options of the resulting XLSX file. - -![EUD_HTML5DV_PdfSecurityOptions](../../../images/img1218332.png) -* **Type** - Specifies one of the following encryption types: - * Strong (default) type uses the **Agile Encryption** mechanism. - * Compatible type uses the **Standard Encryption** that is compatible with Excel 2007. -* **Password** - Sets a password for the exported XLSX file. Passwords for XLSX files are stored as plain text in report definitions. Ensure that only trusted parties have access to report definition files. - diff --git a/reporting-for-web/articles/document-viewer/passing-parameter-values.md b/reporting-for-web/articles/document-viewer/passing-parameter-values.md deleted file mode 100644 index b2e0f23136..0000000000 --- a/reporting-for-web/articles/document-viewer/passing-parameter-values.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Specify Parameter Values -author: Anna Gubareva -legacyId: 115385 ---- -# Specify Parameter Values -A report may contain parameters that allows you to control the data displayed in the document. - - ![EUD_HTML5DV_ParametersButton](../../images/img121795.png) - - **Parameters** - -To invoke the **Preview Parameters** panel, click the **Parameters** button on the Document Viewer side panel. This panel allows you to specify parameter values that apply when the document preview generation starts. - -Use parameter editor to specify a parameter value and click **Submit**. After changing the current values, you can return to the original values by clicking **Reset**. - -![web-report-designer-preview-parameters-panel](../../images/img24668.png) \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/printing.md b/reporting-for-web/articles/document-viewer/printing.md deleted file mode 100644 index 9c928fd092..0000000000 --- a/reporting-for-web/articles/document-viewer/printing.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Print -author: Anna Gubareva -legacyId: 115404 ---- -# Print -The Web Document Viewer supports pixel perfect document rendering, that is, it displays a report document exactly how it appears on paper. The Web Document Viewer renders the report in PDF and invokes the **Print** dialog of the browser PDF plug-in. - -![web-designer-main-toolbar-print](../../images/img121022.png) - -**Print** - -![web-designer-main-toolbar-print-page](../../images/img121023.png) - -**Print Page** - -To print the entire document, click the **Print** button on the Viewer toolbar. Click the **Print Page** button to print the currently displayed document page. - -When you click any of these buttons, the Document Viewer attempts to detect the browser PDF plug-in and use it for printing. - -If the PDF plug-in is installed and enabled, its **Print** dialog is invoked. To print the document, specify the settings in this dialog and click **Print**. - -The Document Viewer also displays a dialog that allows you to download the PDF file in case the PDF plug-in is disabled or not installed, or print action fails. The resulting PDF file contains a script that starts printing the document immediately after it is opened in a compatible viewer. - -![Download PDF Instead of Print Dialog](../../images/imgbvz001.png) diff --git a/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-between-pages.md b/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-between-pages.md deleted file mode 100644 index 14636cce20..0000000000 --- a/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-between-pages.md +++ /dev/null @@ -1,10 +0,0 @@ ---- -title: Navigate Between Pages -author: Anna Gubareva -legacyId: 115369 ---- -# Navigate Between Pages -To navigate to a specific page of a document, select the page number in the dropdown list in the Document Viewer toolbar. Use buttons to navigate to the first, previous, next or last page. - -![EUD_HTML5DV_NavigateToPage](../../../images/img121838.png) - diff --git a/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md b/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md deleted file mode 100644 index e04a326895..0000000000 --- a/reporting-for-web/articles/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Navigate Using Bookmarks -author: Anna Gubareva -legacyId: 115370 ---- -# Navigate Using Bookmarks -If a report contains bookmarks, the **Document Map** tab is displayed, and you can use it to navigate between bookmarks. - -![eud-report-explorer-0](../../../images/img120126.png) - -**Document Map** - -To open the panel that contains the document map, click the **Document Map** tab in the Document Viewer side panel. Click the bookmark in the document map to display a page with that bookmark. A document element associated with the bookmark is highlighted. - -![EUD_HTML5DV_DocumentMap](../../../images/img121839.png) \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/viewing-and-navigating/search-for-a-specific-text.md b/reporting-for-web/articles/document-viewer/viewing-and-navigating/search-for-a-specific-text.md deleted file mode 100644 index 0f4299ac47..0000000000 --- a/reporting-for-web/articles/document-viewer/viewing-and-navigating/search-for-a-specific-text.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Search for Text -author: Anna Gubareva -legacyId: 115373 ---- -# Search for Text -To search for text in a document, click the **Search** tab in the Document Viwer side panel or the **Search** button in the toolbar. - -![EUD_HTML5DV_SearchButton](../../../images/img121840.png) - -**Search** - -![EUD_HTML5DV_SearchPanel](../../../images/img121841.png) - -The **Search** panel allows you to enter a string to find and specify whether to use case-sensitive search and whether it is required to match the whole word during the search. To start the search, press ENTER or click the **Search** button. Click **Stop** to stop the search process. You can use the **up** and **down** buttons to navigate the document's search results. - -The **Search** panel displays a list of matching words in the document. You can click the item in the **Search Result** list to navigate to the location in the document and highlight the element that contains the match. \ No newline at end of file diff --git a/reporting-for-web/articles/document-viewer/viewing-and-navigating/zooming.md b/reporting-for-web/articles/document-viewer/viewing-and-navigating/zooming.md deleted file mode 100644 index bace11b84d..0000000000 --- a/reporting-for-web/articles/document-viewer/viewing-and-navigating/zooming.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Zoom -author: Anna Gubareva -legacyId: 115387 ---- -# Zoom -To zoom in or out of a document, click the **Zoom In** or **Zoom Out** - button on the Document Viewer toolbar. These buttons change the current zoom factor by 5 percent. - - ![web-designer-main-toolbar-zoom-in](../../../images/img24546.png) - - Zoom In - -![web-designer-main-toolbar-zoom-out](../../../images/img24547.png) - -Zoom Out - -You can enter the desired zoom factor in the combobox editor or select one of the zoom factor presets in the drop-down list. - -![EUD_HTML5DV_ZoomDropdown](../../../images/img121845.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-extra-information/add-watermarks-to-a-report.md b/reporting-for-web/articles/report-designer/add-extra-information/add-watermarks-to-a-report.md deleted file mode 100644 index 29fa64266d..0000000000 --- a/reporting-for-web/articles/report-designer/add-extra-information/add-watermarks-to-a-report.md +++ /dev/null @@ -1,170 +0,0 @@ ---- -title: Add Watermarks to a Report ---- -# Add Watermarks to a Report - -DevExpress Reporting allows you to display text and picture watermarks on report pages. You can also specify an expression that assigns different watermarks to pages. - -This tutorial includes information about the following tasks: - -* How to add watermarks. - -* How to specify watermark settings. - -* How to use pre-printed forms. - -![](../../../images/eurd-web-add-watermarks-result.png) - -## Add a Watermark to a Report - -Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Watermark** node in the **Appearance** category. Click the Add button to create a watermark. - -![](../../../images/eurd-web-add-watermarks-properties-panel.png) - -Specify watermark options, depending on the type of watermark you wish to add. - -### Specify Text Watermark Settings - -* Watermark Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Font Name - - The font of the watermark’s text. - -* Size - - The size of the watermark’s text. - -* Unit - - Specifies text measurement system. - -* Bold - - Formats the watermark’s text as bold. - -* Italic - - Formats the watermark’s text as italic. - -* Foreground Color - - The foreground color of the watermark’s text. - -* Text - - The watermark’s text. - -* Text Transparency - - The transparency of the watermark’s text. - -* Text Direction - - The incline of the watermark’s text. - -* Text Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Page Range - - The range of pages which contain a watermark. - -The added watermark is automatically displayed in the report in Preview mode. - -### Specify Picture Watermark Settings - -* Watermark Id - - The unique identifier of a watermark used to specify the watermark in the WatermarkId property (See the Manage Watermark Collection section for details). - -* Image Source - - Specifies the image that you wish to use as a watermark. - -* Image Position - - Specifies whether a watermark should be printed behind or in front of page content. - -* Image Transparency - - The transparency of the watermark’s image. The **Transparency** property is unavailable when you specify an SVG image. - -* Image View Mode - - The mode in which a picture watermark is displayed. - -* Image Tiling - - Specifies whether a picture watermark should be tiled. - -* Image Alignment - - Specifies the horizontal or vertical alignment of the watermark. - -* Page Range - - The range of pages which contain a watermark. - -The added watermark is automatically displayed in the report in Preview mode. - -## Supply a Preprinted Form - -You can use a picture watermark as a template, to display an image of the preprinted form on the report's body at design time. - -To display a watermark at design time, expand the **Design** category and enable the **Draw the Watermark** property. - -![](../../../images/eurd-web-add-preprinted-watermark.png) - -The following image illustrates a report with a watermark shown at design time that contains a template of a preprinted form. - -![](../../../images/eurd-web-add-a-template-watermark.png) - -Place report controls on the report's body according to the layout of the preprinted form. - -![](../../../images/eurd-web-add-a-template-watermark-result.png) - -## Supported Image Formats - -A picture watermark supports the following formats: - -* BMP -* JPG / JPEG / JPE / JFIF -* GIF -* TIF / TIFF -* PNG -* ICO -* DIB -* RLE -* EMF / WMF -* SVG - -## Combine Text and a Picture in One Watermark - -You can display both text and a picture in one Watermark. Use the **Text Position** and **Image Position** options of the watermark to specify whether the text and picture should be displayed behind or in front of page content. - -For example, create a watermark and specify its text and picture settings. Set position of the text to **InFront** and position of the picture to **Behind**: - -As a result, the image is displayed behind the table, while the text is in front of the content: - -![](../../../images/eurd-web-watermark-text.png) - -## Display Watermarks According to the Specified Condition - -Bind the report's **Watermark Id** options to an expression to apply watermarks stored in the collection to specific report pages. This option allows you to apply a specific watermark to a page based on the **Watermark Id** or expression binding. - -![](../../../images/web-eud-watermark-id-option.png) - -For example, the following expression adds the created “First page watermark”, “Even page watermark”, and “Odd page watermark” watermarks to the first, odd, and even pages of a report: - -`Iif([Arguments.PageIndex]=0,'watermark1',Iif([Arguments.PageIndex]%2=0,'watermark2','watermark3'))` - -![](../../../images/eurd-web-watermark-image.png) - - - - - diff --git a/reporting-for-web/articles/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md b/reporting-for-web/articles/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md deleted file mode 100644 index d5b89fda6b..0000000000 --- a/reporting-for-web/articles/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Display the Current Date and Time in a Report -author: Anna Vekhina ---- -# Display the Current Date and Time in a Report - -This tutorial demonstrates how to insert the current system date and time into a report using the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control. - -![](../../../images/eurd-web-insert-datetime-result.png) - -Do the following to include information about the current date and time into a report: - -1. The current date and time are usually displayed in the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, click **Insert Report Header Band** in the context menu. - - ![](../../../images/eurd-web-shaping-insert-report-header.png) -2. Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Report Header** band. - - ![](../../../images/eurd-web-insert-date-time-add-pageinfo.png) -3. Set the control's **Page Information** property to *Current Date and Time*. - - ![](../../../images/eurd-web-insert-datetime-set-pageinfo.png) -4. To apply a format string to the control's contents, type **Created at {0:h:mm tt dd MMMM yyyy}** into its **Text Format String** property. - - ![](../../../images/eurd-web-insert-datetime-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-extra-information/display-the-user-name-in-a-report.md b/reporting-for-web/articles/report-designer/add-extra-information/display-the-user-name-in-a-report.md deleted file mode 100644 index 1294b9fdbc..0000000000 --- a/reporting-for-web/articles/report-designer/add-extra-information/display-the-user-name-in-a-report.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Display the User Name in a Report -author: Anna Vekhina ---- -# Display the User Name in a Report - -This tutorial demonstrates how to insert the current user name in a report using the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control. - -![eurd-win-insert-username-result](../../../images/eurd-web-insert-username-result.png) - -Do the following to insert the user name into a report: - -1. The user name is usually displayed in the [Report Header](../introduction-to-banded-reports.md) band. To add it to the report, click **Insert Report Header Band** in the context menu. - - ![](../../../images/eurd-web-shaping-insert-report-header.png) - -2. Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Report Header** band. - - ![](../../../images/eurd-web-insert-date-time-add-pageinfo.png) - -3. Set the control's **Page Information** property to *User Name*. - - ![](../../../images/eurd-web-insert-username-set-pageinfo.png) -4. Next, to apply a format string to the control's contents, type **Current User: {0}** into its **Text Format String** property. - - ![](../../../images/eurd-web-insert-username-set-formatstring.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-navigation/add-a-table-of-contents.md b/reporting-for-web/articles/report-designer/add-navigation/add-a-table-of-contents.md deleted file mode 100644 index 513806ff26..0000000000 --- a/reporting-for-web/articles/report-designer/add-navigation/add-a-table-of-contents.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Create a Table of Contents -author: Anna Vekhina ---- -# Create a Table of Contents -This tutorial describes the steps to create a report with a table of contents. A table of contents is automatically created based on the [bookmarks](add-bookmarks-and-a-document-map.md) existing in a report. - -To create a table of contents in a report, do the following. -1. From the [Toolbox](../report-designer-tools/toolbox.md), drop the [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) control onto the [Report Header band](../introduction-to-banded-reports.md). - - ![](../../../images/eurd-web-drop-table-of-contents.png) -2. Double-click the title of the table of contents and specify its text. - - ![](../../../images/eurd-web-toc-change-title.png) -3. To customize the title appearance, use the **Level Title** option's settings available in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. - - ![](../../../images/eurd-web-toc-level-title.png) -4. To customize the appearance of all other levels, use the **Level Default** option's settings. - - ![](../../../images/eurd-web-toc-levet-default.png) -5. To customize a specific level individually, add a corresponding item to the **Levels** collection of the table of contents and customize its properties. - - ![](../../../images/eurd-web-toc-levels.png) - -The following image demonstrates the result in [Print Preview](../preview-print-and-export-reports.md): - -![](../../../images/eurd-web-toc-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-navigation/add-bookmarks-and-a-document-map.md b/reporting-for-web/articles/report-designer/add-navigation/add-bookmarks-and-a-document-map.md deleted file mode 100644 index 6179a8eb5f..0000000000 --- a/reporting-for-web/articles/report-designer/add-navigation/add-bookmarks-and-a-document-map.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Add Bookmarks and a Document Map -author: Anna Vekhina ---- -# Add Bookmarks and a Document Map - -This document describes how to use bookmarks for mapping the report elements' hierarchy to the Document Map that is displayed in a [Print Preview](../preview-print-and-export-reports.md), and speeds up the navigation through complex reports. - -The example below is based on the following report: - -![](../../../images/eurd-web-add-bookmark-source-report.png) - -This report displays products that are [grouped](../shape-report-data/group-and-sort-data/group-data.md) by the **CategoryName** field. - -The following image illustrates the resulting report with a hierarchical Document Map. Clicking any bookmark navigates the Print Preview to the document section containing the associated element. - -![](../../../images/eurd-web-addbookmark_result.png) - -Use the following steps to generate a Document Map in your grouped report. - -1. Select the label placed in the **Group Header** band and switch to the [Expressions](../report-designer-tools/ui-panels/expressions-panel.md) panel. Click the **Bookmark** property's ellipsis button, and in the invoked [Expression Editor](../report-designer-tools/expression-editor.md), select the **CategoryName** data field. - - ![](../../../images/eurd-web-addbookmark-set-bookmark-for-group.png) - - In the legacy binding mode (if the Designer does not provide the **Expressions** panel), you can specify this property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel's **Data Bindings** category. - - ![](../../../images/eurd-web-addbookmark_legacy.png) -2. In the same way, select the label in the **Detail** band and bind its **Bookmark** property to the **ProductName** data field. - - ![](../../../images/eurd-web-addbookmark-set-bookmarks-for-details.png) - - Most of the reporting controls (for example, [Table](../use-report-elements/use-tables.md), TableCell, [CheckBox](../use-report-elements/use-basic-report-controls/check-box.md), etc.) supports the **Bookmark** property. -3. Set the same label's **Parent Bookmark** property to the label in the group band. This arranges bookmarks into a parent-child structure reflecting the report elements' hierarchy in the Document Map. - - ![](../../../images/eurd-web-addbookmark-bookmark-parent.png) - - > [!NOTE] - > Avoid cyclic bookmarks that occur when you assign two bookmarks as parents to each other. In this scenario, an exception raises when you attempt to create the report document. -4. Select the report itself and assign text to its **Bookmark** property to determine the root node's caption in the **Document Map**. - - ![](../../../images/eurd-web-addbookmark-root-bookmark.png) - - The root bookmark displays the report name if you do not specify this property. - -> [!NOTE] -> Duplicated bookmarks are suppressed to prevent adding multiple bookmarks with the same name to a final document. You can disable the report's **Bookmark Duplicate Suppress** property to allow duplicated bookmarks. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-navigation/add-cross-references-and-hyperlinks.md b/reporting-for-web/articles/report-designer/add-navigation/add-cross-references-and-hyperlinks.md deleted file mode 100644 index 9366af8d67..0000000000 --- a/reporting-for-web/articles/report-designer/add-navigation/add-cross-references-and-hyperlinks.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -title: Add Cross-References and Hyperlinks -author: Anna Vekhina ---- -# Add Cross-References and Hyperlinks - -This document describes how to make an element navigate to other elements in a report or external resources by clicking it in a Print Preview. - -## Add Cross-References -You can improve report navigation using a cross-reference because the link's target is in the same document. - -You can add a cross-reference for a [report control](../use-report-elements.md) by setting the following properties: - -1. Set the **Navigation Target** property to *_self* to specify that the link is in the same document. - -2. Set the **Navigation Url** property to the target control's **Name** property value. - - ![](../../../images/eurd-web-crossreferences_set-target-url.png) - -In this case, the control behaves like a link meaning that the cursor automatically changes to a hand in a report's preview when hovering the control. You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for example, change the text's color to blue and underline it). - -![](../../../images/eurd-web-crossreferences_result.png) - -The link uses the first occurrence if there are multiple instances of an object marked as a link's target. - -> [!TIP] -> A report's cross-references are preserved when [exporting it to PDF](../preview-print-and-export-reports.md). - -## Add Hyperlinks -A hyperlink means that a link's target is outside the report. - -You can use any control as a link by setting the **Navigation Url** property to the required target document's URL. - -![](../../../images/eurd-web-hyperlinks-set-url.png) - -> [!NOTE] -> Remember to use the "http://" or "https://" prefix when specifying the URL. - -You can make a control resemble a link by specifying its [appearance properties](../customize-appearance/appearance-properties.md) (for instance, set the underlined text and blue color). - -The cursor automatically changes to a hand when hovering the control in a report's preview. - -![](../../../images/eurd-web-hyperlinks-result.png) - -Use the link's **Navigation Target** property to specify where to open the target document (in the same preview window, in a new blank window, etc.). - -> [!TIP] -> A link's behavior is preserved when [exporting a report](../preview-print-and-export-reports.md) to most of the available formats (in particular to PDF, HTML, MHT, RTF and Excel). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-navigation/add-page-numbers.md b/reporting-for-web/articles/report-designer/add-navigation/add-page-numbers.md deleted file mode 100644 index d4b9d3ffbb..0000000000 --- a/reporting-for-web/articles/report-designer/add-navigation/add-page-numbers.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Add Page Numbers -author: Anna Vekhina ---- -# Add Page Numbers - -The tutorial describes how to add page numbers to your reports. - -## Add Page Numbers -Do the following to add page numbers to a report: - -- Create a [PageFooterBand](../introduction-to-banded-reports.md) in your report. To do this, select **Insert Page Footer Band** in the context menu. - - ![](../../../images/eurd-web-add-page-footer.png) -- Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) to the **Page Footer** band. - - ![](../../../images/eurd-web-drop-page-info.png) -- To change the control's display format, specify the **Text Format String** property (e.g., **Page {0} of {1}**, to display the current page number out of the total number of pages) in the **Page Info Tasks** category. - - ![](../../../images/eurd-web-pageinfo-formatstring.png) - -The following image illustrates the resulting report: - -![](../../../images/eurd-web-pageinfo_result.png) - -## Add Page Numbers for Groups -Do the following to make your report display page numbers for groups or detail reports: - -- Add the **Group Footer** band. To do this, select **Insert Group Footer Band** in the context menu. - - ![](../../../images/eurd-web-report-bands-add-bands.png) - - > [!NOTE] - > You can force the group header and/or the group footer to be repeated on each page, using the GroupBand's **Repeat Every Page** property. -- Next, force each new group to start on a separate page. Otherwise, group page numbers will be calculated incorrectly. - - To do this, select the Group Footer, and set its **Page Break** property to *After the Band*. - - ![](../../../images/eurd-web-pageinfo-pagebreak.png) -- Drop the [PageInfo](../use-report-elements/use-basic-report-controls/page-info.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Group Footer** (or **Group Header**) band. - - ![](../../../images/eurd-web-drop-pageinfo-to-group-footer.png) -- Select the created control, and set its **Running Band** property to *GroupHeader1*. - - ![](../../../images/eurd-web-pageinfo-runningband.png) - - > [!TIP] - > You can use the **Text Format String** and **Page Information** properties to adjust the way the control represents its contents. - -The following image illustrates the resulting report: - -![](../../../images/eurd-web-pagenumbers-for-groups.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/add-new-reports.md b/reporting-for-web/articles/report-designer/add-new-reports.md deleted file mode 100644 index 1a6c60f19c..0000000000 --- a/reporting-for-web/articles/report-designer/add-new-reports.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Add New Reports -author: Anna Vekhina ---- -# Add New Reports - -This topic explains how to create a new report in the Report Designer. - -> [!Note] -> Before you start, make sure to [back up the current report](save-reports.md). - -## Create a New Blank Report - -In the designer [menu](report-designer-tools/menu.md), click **New**. - -![](../../images/eurd-web-add-new-report.png) - -The created report contains three [bands](introduction-to-banded-reports.md) - **Top Margin**, **Detail**, and **Bottom Margin**. Refer to the [Use Report Elements](use-report-elements.md) section for information on how to add controls to the report. - - -## Create a New Report Using the Report Wizard - -In the designer [menu](report-designer-tools/menu.md), click **New via Wizard**. - -![](../../images/eurd-web-add-new-report-via-wizard.png) - -Go through the wizard's pages to get a predesigned report. For more information about this option, refer to [Report Wizard](report-designer-tools/report-wizard.md). - diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-database.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-database.md deleted file mode 100644 index c57cad3714..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-database.md +++ /dev/null @@ -1,55 +0,0 @@ ---- -title: Bind a Report to a Database -author: Anna Vekhina ---- -# Bind a Report to a Database - -This tutorial illustrates how to bind a report to a database and specify a master-detail relationship between data source queries. - -## Add a New Data Source - -1. [Create a new blank report](../../report-designer/add-new-reports.md). -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. - - ![](../../../images/eurd-web-data-source-menu.png) - - The menu contains this command if your software vendor has registered data connections in the application. - -1. Select **Database** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. Available database types depend on the data connections registered in the application for the Data Source Wizard. - - ![](../../../images/eurd-web-data-source-wizard-select-db.png) - -1. Select the data connection and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-choose-a-data-connection.png) - -1. Choose which tables, views and/or stored procedures to add to a report and click **Next**. Select two or more tables to [create a master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md). - - ![](../../../images/eurd-web-data-source-wizard-create-a-query-automatically.png) - - > [!NOTE] - > You can also create [custom queries](../report-designer-tools/data-source-wizard/specify-data-source-settings-database.md) to shape data at the data source level. Select **Queries** and click the plus button to add a new query. - > - > The invoked [Query Builder](../report-designer-tools/query-builder.md) allows you to join multiple tables, filter, sort, and group their data, and calculate various aggregate functions. - - -1. Set master-detail relationships on this wizard page. Hover the master table name, click the plus button and choose the detail table. - - ![](../../../images/eurd-web-binding-data-source-wizard-master-detail-relations.png) - - Select the required key fields (columns) to connect tables. - - ![](../../../images/eurd-web-binding-data-source-wizard-master-detail-key-fields.png) - - Click **Finish** to close the Data Source Wizard. - - -## Use an Existing Data Source - -You can bind your report to a predefined data source. Open the [Field List](../report-designer-tools/ui-panels/field-list.md) panel, click the **Add DataSource** button and select a data source from the drop-down list. - -![](../../../images/eurd-web-binding-field-list-add-data-source.png) - -The Field List reflects the added SQL data source and its hierarchy. You can select the data source to edit it. - -![](../../../images/eurd-web-binding-field-list-hierarchy.png) diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md deleted file mode 100644 index 82a34409e7..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Bind a Report to a Federated Master-Detail Data Source -owner: Boris Zaitsev ---- -# Bind a Report to a Federated Master-Detail Data Source - -This topic describes how to create a federated data source that retrieves data from multiple data sources and sets the master-detail relationship between the queries. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../articles/report-designer/report-designer-tools/report-wizard/empty-report.md). - -2. [Add a SQL data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Customers` table of the **Northwind** database. - -3. [Add a JSON data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-json-data.md) that retrieves product data from the **nwind.json** file. The **nwind.json** file is included in the sample web project if you create it from the Visual Studio template. - -The Field List pane in the End-User Report Designer appears as follows: - -![](../../../images/eurd-web-federated-datasource-master-detail-field-list-before.png) - -## Create Data Federation - -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. - - ![](../../../images/eurd-web-data-source-menu.png) - - -1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-select-data-federation.png) - -1. On the next page, enable check boxes for the SQL data source's table and the JSON data source. The selected items are included in data federation as separate queries. - - ![](../../../images/eurd-web-data-federation-wizard-select-source-queries.png) - -1. Click the **+ (plus) element** command element in the **Configure master-detail relationships** pane, and specify the master-detail relationship as shown below: - - ![](../../../images/eurd-web-data-federation-master-detail-relationship.png) - - Click **Finish** to complete the Data Source Wizard. - -1. The Data Source Wizard creates a new **FederationDataSource** that includes two queries with a master-detail relationship. The [Field List](../../../articles/report-designer/report-designer-tools/ui-panels/field-list.md) reflects the data source's structure. - - ![](../../../images/eurd-web-data-federation-master-detail-field-list.png) - -The Data Source Wizard specifies query names as follows: -* If the initial data source contains data at the root level (as the JSON data source), the federated query's name is equal to the data source name. -* If the initial data source contains one or more queries (as the SQL data source), the federated query's name consists of the data source name and query name separated by an underscore. - -## Manage the Federation Data Source - -You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. - -![](../../../images/eurd-web-data-federation-master-detail-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../images/eurd-web-data-federation-master-detail-manage-queries-dialog.png) - -Click the query name in the list to invoke the text editor and change the name. - -![](../../../images/eurd-web-data-federation-master-detail-manage-queries-dialog-change-name.png) - -The **Manage Queries** dialog allows you to add, modify, or delete queries. - -To add a new query, click the **Add query** drop-down in the bottom left corner and select the -query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. - -To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit a query. - -To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. - -> [!NOTE] -> Once you rename the query, update the **Data Member** properties for the DetailReport band and the Report itself. - - - diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md deleted file mode 100644 index e8882c8df2..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md +++ /dev/null @@ -1,113 +0,0 @@ ---- -title: Bind a Report to a Join-Based Federated Data Source -owner: Boris Zaitsev ---- -# Bind a Report to a Join-Based Federated Data Source - -This topic describes how to create a federated data source that joins data from multiple data sources into a single query. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../articles/report-designer/report-designer-tools/report-wizard/empty-report.md). - -2. [Add a SQL data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Invoices` view of the **Northwind** database. - -3. [Add a JSON data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-json-data.md) that retrieves customer data from the [https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json](https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json) location. - - ![](../../../images/eurd-web-federated-datasource-json-datasource.png) - -## Create Data Federation - -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. - - ![](../../../images/eurd-web-data-source-menu.png) - - -1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-select-data-federation.png) - -1. On the next page, click the **+ (plus) button** and select **Join** to add a Join query. - - ![](../../../images/eurd-web-data-federation-wizard-add-join-query.png) - -1. In the invoked [Query Builder](../../../articles/report-designer/report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. - - ![](../../../images/eurd-web-data-federation-query-builder-drop-table.png) - -1. Drag and drop the JSON data source onto the design surface. - - ![](../../../images/eurd-web-data-federation-query-builder-drop-json-table.png) - -1. Click a field in one table and drag it to the related field in another table to create a Join relationship. - - ![](../../../images/eurd-web-data-federation-query-builder-create-join-relationship.png) - -1. Select the line that indicates a relationship and click the Edit button in the upper right corner of the design surface to invoke the Relation Properties editor. - - ![](../../../images/eurd-web-data-federation-query-builder-relation-properties-editor.png) - - The editor allows you to change the join type and operator. - -1. Select the data fields that you want to include in the result set. - - ![](../../../images/eurd-web-data-federation-query-builder-select-fields.png) - - You can specify a different name for a field. Click the field's **Alias** cell and enter the field name. - - -1. Click the **+ (plus) button** to add a field to the query. Click the field's **f-button** to switch to the Expression edit mode. - - ![](../../../images/eurd-data-federation-query-builder-f-button.png) - -1. Click the **ellipsis (...)** in the field to invoke the [Expression Editor](../use-expressions.md) and construct an expression for the field value: - - ``` - [Invoices.UnitPrice] * [Invoices.Quantity] - ``` - - ![](../../../images/eurd-web-data-federation-query-builder-construct-expression.png) - - Click **OK** to close the Expression Editor. - -1. Specify _Amount_ as the alias for the newly created calculated field. - - ![](../../../images/eurd-web-data-federation-query-builder-calculated-field.png) - - Click **OK** to close the Query Builder. - -1. Click **Finish** to complete the Data Source Wizard. - - ![](../../../images/eurd-web-data-federation-data-source-wizard-finish.png) - - The Wizard creates a new **FederationDataSource** that includes a single query. - -## Manage the Federation Data Source - -The federation data source is shown in the Field List. - -![](../../../images/eurd-web-data-federation-data-source-field-list.png) - -When you create a federated query, its name is set to the name of the first table added to the query. You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. - -![](../../../images/eurd-web-data-federation-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../images/eurd-web-data-federation-manage-queries-dialog.png) - -Click the query name in the list to invoke the text editor and change the name. - -![](../../../images/eurd-web-data-federation-manage-queries-dialog-change-name.png) - -The **Manage Queries** dialog allows you to add, modify, or delete queries. - -To add a new query, click the **Add query** drop-down in the bottom left corner and select the query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. - -To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit the query. - -To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. - -> [!NOTE] -> Once you rename the query, update the report's **Data Member** property. - diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md deleted file mode 100644 index 83c8ac2da4..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md +++ /dev/null @@ -1,128 +0,0 @@ ---- -title: Bind a Report to a Transformation-Based Data Source -author: Boris Zaitsev ---- - -# Bind a Report to a Transformation-Based Data Source - -If the data source contains hierarchical data, it can be transformed to flatten nested fields and display them as separate fields. If the data column is an array, you can unfold its values and display a new row of data for each element of the array. - -The following image illustrates the transformation applied to a complex JSON data source. - -![](../../../images/eurd-web-federated-data-source-transformation.png) - -This help topic describes how to use the **Transformation** query of the **Federation Data Source** to flatten a JSON Data Source that contains nested data (collection property). - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../articles/report-designer/report-designer-tools/report-wizard/empty-report.md). - -1. [Add a JSON data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-json-data.md) that uses the following JSON string: - - ``` - [ - { - "CategoryId": 1, - "CategoryName": "Beverages", - "Description": "Soft drinks, coffees, teas, beers, and ales", - "Products": [ - { - "ProductId": 1, - "ProductName": "Chai", - "SupplierId": 1, - "CategoryId": 1, - "QuantityPerUnit": "10 boxes x 20 bags", - "UnitPrice": 18.0000, - "UnitsInStock": 39, - "UnitsOnOrder": 0, - "ReorderLevel": 10, - "Discontinued": false, - "Supplier": null - }, - { - "ProductId": 2, - "ProductName": "Chang", - "SupplierId": 1, - "CategoryId": 1, - "QuantityPerUnit": "24 - 12 oz bottles", - "UnitPrice": 19.0000, - "UnitsInStock": 17, - "UnitsOnOrder": 40, - "ReorderLevel": 25, - "Discontinued": false, - "Supplier": null - } - ] - }, - { - "CategoryId": 2, - "CategoryName": "Condiments", - "Description": "Sweet and savory sauces, relishes, spreads, and seasonings", - "Products": [ - { - "ProductId": 3, - "ProductName": "Aniseed Syrup", - "SupplierId": 1, - "CategoryId": 2, - "QuantityPerUnit": "12 - 550 ml bottles", - "UnitPrice": 10.0000, - "UnitsInStock": 13, - "UnitsOnOrder": 70, - "ReorderLevel": 25, - "Discontinued": false, - "Supplier": null - }, - { - "ProductId": 4, - "ProductName": "Chef Anton's Cajun Seasoning", - "SupplierId": 2, - "CategoryId": 2, - "QuantityPerUnit": "48 - 6 oz jars", - "UnitPrice": 22.0000, - "UnitsInStock": 53, - "UnitsOnOrder": 0, - "ReorderLevel": 0, - "Discontinued": false, - "Supplier": null - } - ] - } - ] - ``` -The created JSON data source is displayed in the Field List pane: - -![](../../../images/eurd-web-federated-datasource-transformation-json-datasource.png) - -## Create Data Federation - -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. - - ![](../../../images/eurd-web-data-source-menu.png) - - -1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-select-data-federation.png) - -1. On the next page, click the **+ (plus) button** and select **Transform** to add a Transformation query. - - ![](../../../images/eurd-web-data-federation-wizard-add-transformation-query.png) - -1. The invoked [Query Builder](../../../articles/report-designer/report-designer-tools/query-builder.md) displays the columns that you can transform. - - ![](../../../images/eurd-web-data-federation-transformation-query-builder.png) - -1. Select the **Transform** check box next to the column you need to unfold and flatten. You can specify the aliases for the generated columns. - - ![](../../../images/eurd-web-data-federation-transformation-query.png) - - Click **OK** to close the Query Builder window. - -1. Click **Finish** to create the data source. - - ![](../../../images/eurd-web-data-federation-finish-data-source.png) - -The **Field List** displays the created Federation Data Source. - -![](../../../images/eurd-web-data-federation-result.png) - diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md deleted file mode 100644 index 08a20192df..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md +++ /dev/null @@ -1,85 +0,0 @@ ---- -title: Bind a Report to a Union-Based Federated Data Source -author: Boris Zaitsev ---- - -# Bind a Report to a Union-Based Federated Data Source - -This topic describes how to create a union-based federated data source that combines two tables from different data sources by appending rows from one table to another. - -## Create a Report and Data Sources - -1. [Create a new blank report](../../../articles/report-designer/report-designer-tools/report-wizard/empty-report.md). - -2. [Add a SQL data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-a-database.md) that retrieves data from the `Customers` table of the **Northwind** database. - -3. [Add a JSON data source](../../../articles/report-designer/bind-to-data/bind-a-report-to-json-data.md) that retrieves supplier data from the [https://services.odata.org/v4/northwind/northwind.svc/Suppliers](https://services.odata.org/v4/northwind/northwind.svc/Suppliers) location. - - ![](../../../images/eurd-web-federated-datasource-union-json-datasource.png) - -## Create Data Federation - -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source**. - - ![](../../../images/eurd-web-data-source-menu.png) - - -1. Select **Data Federation** in the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-select-data-federation.png) - -1. On the next page, click the **+ (plus) button** and select **Union** to add a Union query. - - ![](../../../images/eurd-web-data-federation-wizard-add-union-query.png) - -1. In the invoked [Query Builder](../../../articles/report-designer/report-designer-tools/query-builder.md), drag and drop the table from the SQL data source onto the design surface. - - ![](../../../images/eurd-web-data-federation-union-query-builder-drop-table.png) - -1. Drag and drop the JSON data source onto the design surface. - - ![](../../../images/eurd-web-data-federation-union-query-builder-drop-json-table.png) - -1. The query includes only fields that have identical names and types in the original sources. You can specify a different name for a field. Click the field's **Alias** cell and enter the new field name, if necessary. - - You can select the **Union All** checkbox in the bottom left to prevent the removal of duplicate entries from the query result. - - Click **OK** to close the Query Builder window. - -1. Click **Finish** to complete the Data Source Wizard. - - ![](../../../images/eurd-web-data-federation-union-data-source-wizard-finish.png) - - The Wizard creates a new **FederationDataSource** that includes similar data from both data sources. - - ![](../../../images/eurd-web-data-federation-union-field-list.png) - - - - -## Manage the Federation Data Source - -When you create a federated query, its name is set to the name of the first table added to the query. You can rename the query in the **Manage Queries** dialog. To invoke the dialog, click the **Manage Queries** button. - -![](../../../images/eurd-web-data-federation-union-rename-query.png) - -The **Manage Queries** dialog appears. - -![](../../../images/eurd-web-data-federation-union-manage-queries-dialog.png) - -Click the query name in the list to invoke the text editor and change the name. - -![](../../../images/eurd-web-data-federation-union-manage-queries-dialog-change-name.png) - -The **Manage Queries** dialog allows you to add, modify, or delete queries. - -To add a new query, click the **Add query** drop-down in the bottom left corner and select the query type: Join, Union, or Transform. The Query Builder is invoked to help you construct a new query. - -To edit a query, select the query name in the list and click the **Edit button** that appears in the selected item. The Query Builder window is invoked to help you edit a query. - -To delete a query, select the query name in the list and click the **Delete button** that appears in the selected item. The query is deleted without confirmation. - -> [!NOTE] -> Once you rename the query, update the report's **Data Member** property. - - diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md deleted file mode 100644 index e26d54d52a..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md +++ /dev/null @@ -1,54 +0,0 @@ ---- -title: 'Bind a Report to an Object Data Source' -author: Sergey Andreev ---- - -# Bind a Report to an Object Data Source - -This topic describes how to bind a report to object data at design time. - -## Add a New Data Source - -1. Select **Add Data Source** from the [designer menu](../report-designer-tools/menu.md). - - ![](../../../images/eurd-web-data-source-menu.png) - - This invokes the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). - -2. Choose **Object** and click **Next**. - - ![](../../../images/eurd-web-data-source-object.png) - -3. Specify data source settings on the next screen. - - ![](../../../images/eurd-datasource-wizard-object-datasource.png) - - * Select a data object or constructor from the list. If you select a data object, its default constructor is used. - - ![](../../../images/eurd-datasource-wizard-object-datasource-select-object.png) - - * Select the method that should provide data or select **Entire Object** to bind the report to the object's fields. - - ![](../../../images/eurd-report-wizard-object-datasource-select-member.png) - - * Specify constructor and/or data member parameters, if required. - - ![](../../../images/eurd-report-wizard-object-datasource-configure-parameters.png) - - You can use expressions to provide data source parameter values. Click the ![](../../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor, or click the parameter's ellipsis button to launch the [Expression Editor](../report-designer-tools/expression-editor.md). You can use [report parameters](../use-report-parameters.md) in expressions to specify an input value for a data source parameter. - - ![](../../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) - -Click **Finish** to close the Data Source Wizard. - -Once you finished the wizard, the data source becomes available in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - -![](../../../images/eurd-report-wizard-object-datasource-result.png) - -## Configure Parameters - -Choose an **ObjectDataSource** component in the Field List and click **Edit Parameters**. Reconfigure the parameters on the invoked wizard page and click **Finish** to apply the changes. - -![](../../../images/eurd-web-data-source-wizard-object-edit-parameters.png) - -For more information on how to set up an object data source, refer to the [Data Source Wizard](../report-designer-tools/data-source-wizard.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-json-data.md b/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-json-data.md deleted file mode 100644 index a1b111a86a..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/bind-a-report-to-json-data.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: 'Bind a Report to JSON Data' -author: Mary ---- - -# Bind a Report to JSON Data - -This topic describes how to bind a report to JSON data. - -## Add a New Data Source - -1. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. - - ![](../../../images/eurd-web-data-source-menu.png) - - This invokes the Data Source Wizard. - -2. Choose the **JSON** option and click **Next**. - - ![JSON-SelectJSONDataSource](../../../images/eurd-web-data-source-json.png) - -3. The next wizard page allows you to specify whether you want to use an existing data connection or create a new data connection. - - ![](../../../images/eurd-web-data-source-wizard-json-choose-yes.png) - - If you prefer to create a new data connection, specify its settings. You can use a Web Service Endpoint, a filename, or a string with JSON data. In this example, the JSON data is obtained from a [JSON sample data location](https://raw.githubusercontent.com/DevExpress-Examples/DataSources/master/JSON/customers.json). - - ![](../../../images/eurd-web-data-source-wizard-json-choose-web-service-endpoint-uri.png) - - Specify request parameters (username and password, path parameters, query parameters, or HTTP headers). - - - A path parameter appends a path element to a JSON endpoint URI. - - A query parameter specifies a HTTP request parameter that is passed to a JSON endpoint. - - A header parameter adds a custom HTTP header to JSON endpoint requests. - - ![](../../../images/eurd-web-report-wizard-json-request-parameters.png) - - You can click the parameter's ![](../../../images/eurd-web-f-button.png) button and use an expression to set the parameter value. - - - Click the **Value** property's ellipsis button. Specify the expression in the invoked [Expression Editor](../use-expressions/expressions-overview.md#expression-editor) and click **OK**. - - ![](../../../images/eurd-web-data-source-wizard-json-http-headers-path-parameter-expression.png) - - - Expressions can include [report parameters](../use-report-parameters.md). In the **Expression Editor**, expand **Parameters**, select a report parameter to which you want to bind the path parameter, query parameter, or header parameter, and click **OK**. - - ![](../../../images/eurd-web-data-source-wizard-json-http-headers-path-parameter-report-parameter.png) - - > [!NOTE] - > The Data Source Wizard sends a request to the endpoint with the specified parameters to populate the data source and build the data source schema. Ensure that the parameters are always set to the values that the endpoint expects. Otherwise, the Data Source Wizard generates an error on the next steps. - > For instance, if a user specifies the name of a JSON file in a parameter, specify the default file name in order to avoid an error. - - Path parameters, query parameters, and header parameters are included in endpoint requests in the same order as they are listed. Move a parameter up or down in the list to change its position in endpoint requests. - - The **Resulting URI** read-only field shows how the resulting JSON URI looks. - - ![](../../../images/eurd-web-data-source-wizard-json-http-headers-resulting-uri.png) - -4. This wizard page also shows the specified JSON data's structure. You can choose all nodes or a subset of nodes. - - ![](../../../images/eurd-web-data-source-wizard-json-select-data-filds.png) - - Uncheck the data fields that your report does not require. - - After you finish the wizard, it creates the **JsonDataSource** component. This component retrieves the checked data fields that the selected JSON element includes. The [Field List](../report-designer-tools/ui-panels/field-list.md) reflects the data source structure. - - ![JSON-FieldList](../../../images/eurd-web-data-source-wizard-json-field-list.png) - - -## Customize the JSON Data Source Schema - -Choose the **JsonDataSource** component in the Field List and click **Edit Schema...**. Reconfigure data fields in the invoked wizard page. - -![JSON-EditSchema](../../../images/eurd-web-data-source-wizard-json-edit-schema.png) diff --git a/reporting-for-web/articles/report-designer/bind-to-data/specify-query-parameters.md b/reporting-for-web/articles/report-designer/bind-to-data/specify-query-parameters.md deleted file mode 100644 index 65c69761d3..0000000000 --- a/reporting-for-web/articles/report-designer/bind-to-data/specify-query-parameters.md +++ /dev/null @@ -1,88 +0,0 @@ ---- -title: Specify Query Parameters -author: Anna Vekhina ---- -# Specify Query Parameters - -This document provides general information on query parameters and describes common ways of utilizing parametrized SQL queries to filter data at the data source level. - -## Query Parameters Overview -A query parameter holds an external value that is inserted into an SQL statement before query execution. This value can be either static or dynamically generated by an associated expression. - -The query parameter value is inserted into the resulting SQL query string in the "\@QueryParameterName" placeholder's position. - -Query parameters are used in the following scenarios: - -* When filtering report data at the data source level using the [Query Builder](../report-designer-tools/query-builder.md). - - The Query Builder helps you construct SQL queries when creating a new data-bound report or [binding an existing report to an SQL data source](bind-a-report-to-a-database.md), - - ![](../../../images/eurd-web-query-parameters-create-query.png) - - You can add queries to an existing SQL data source or edit existing queries: - - ![](../../../images/eurd-web-query-parameters-add-edit-queries.png) - - You can filter the constructed queries using query parameters. Expand the **Parameters** section in the **Query Builder** to add a new query parameter. - - ![](../../../images/eurd-web-query-parameters-add-in-query-builder.png) - - Expand the **Query Properties** section and click the **Filter** property's ellipsis button to invoke the Filter Editor and filter data using the created query parameters. - - ![](../../../images/eurd-web-query-parameters-in-filter-editor.png) - - The criteria based on the specified query parameters are added as an SQL statement's WHERE part. - -* When binding a report to a stored procedure provided by an SQL data source. - - The Data Source Wizard include the following page. - - ![](../../../images/eurd-web-query-parameters-select-stored-procedure.png) - - If you select a stored procedure, the wizard creates a query parameter for each procedure parameter and allows you to configure the query parameters in the next **Configure query parameters** page. - - ![](../../../images/eurd-web-query-parameters-for-stored-procedure.png) - -## Configure Query Parameters -The following properties are available for each query parameter: - -* **Name** - specifies the parameter's name. -* **Type** - specifies the parameter value's data type. -* **Expression** - determines whether the actual parameter value is static or generated dynamically. -* **Value** - determines the query parameter's actual value. If the **Expression** option is enabled, the actual parameter value is produced dynamically by calculating an associated expression. This is useful when you map the query parameter value to the [report parameter](../use-report-parameters.md) value. Refer to the next document section for more information. - -## Provide the Query Parameter Value -Below, you can see how a value is specified for a query parameter within the Data Source Wizard's page. You can also specify query parameter values in the Report Wizard or the Query Parameters dialog in the same way. - -* **Specifying a static value** - - Choose a query parameter's value type and set a static value to the **Value** property according to the selected type. - - ![](../../../images/eurd-web-query-parameters-static-value.png) - -* **Providing a dynamic value** - - Create a complex expression by expanding the **Type** property's drop-down list and selecting **Expression**. - - ![](../../../images/eurd-web-query-parameters-dynamic-expression.png) - - Click the **Value** property's ellipsis button and construct an expression in the invoked [Expression Editor](../report-designer-tools/expression-editor.md). You can map a report parameter that already exists in a report to a query parameter. - - ![](../../../images/eurd-web-query-parameters-expression-editor.png) - -## Pass a Multi-Value Parameter Value to a Query -You can map [multi-value parameters](../use-report-parameters/multi-value-report-parameters.md) to query parameters. -For instance, the following query selects the orders whose IDs can be found within the values the _\@OrderID_ query parameter provides. - -![](../../../images/eurd-web-query-parameters-map-to-multi-value-parameter.png) - -## Pass a Multi-Value Report Parameter Value to a Stored Procedure -You cannot pass a [multi-value parameter](../use-report-parameters/multi-value-report-parameters.md) value to a stored procedure directly. Use one of the following expression functions: - -* Use the [Join() expression function](../use-expressions/functions-in-expressions.md) to convert the array of parameter values to a string if you use MS SQL Server, MySQL or Oracle database systems. - - ![](../../../images/eurd-web-query-parameters-join-expression-function.png) - -* Use the [CreateTable() expression function](../use-expressions/functions-in-expressions.md) to prepare a table using values of several multi-value parameters. - - ![](../../../images/eurd-web-query-parameters-createtable-expression-function.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-measurement-units.md b/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-measurement-units.md deleted file mode 100644 index 3be9e43d8f..0000000000 --- a/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-measurement-units.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Change Report Measurement Units -author: Anna Vekhina ---- -# Change Report Measurement Units - -Most metrics of report elements (element locations, dimensions, and margins) can be expressed in units that correspond to one of the following systems of measurement. - -* **Imperial system**: hundredths of an inch, inches. - - This is the default system that is assigned to each new report. -* **Metric system**: tenths of a millimeter, millimeters. -* **Screen coordinates**: pixels. - -To assign a system of measurements to a report, use its **Measure Units** property. You can specify this property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. - -![](../../../images/eurd-web-measure-units-in-properties-panel.png) - -When system of measurement changes, the Report Designer recalculates property values, and updates the layout of all report elements. The system of measurement determines the minimum increment with which an element's [location and size](../use-report-elements/manipulate-report-elements/arrange-report-controls.md) can be changed. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-page-settings.md b/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-page-settings.md deleted file mode 100644 index 24002284b7..0000000000 --- a/reporting-for-web/articles/report-designer/configure-design-settings/change-a-report-page-settings.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Change Report Page Settings -author: Anna Vekhina ---- -# Change Report Page Settings - -You can use default printer settings or specify page settings in Report Designer. - - -## Specify the Report Page Settings - -You can specify the report page settings in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Expand the **Page Settings** category to access the options: - -![](../../../images/eurd-web-specify-report-page-settings.png) - -You can set the page orientation and modify the margins. The margin values are expressed in the report's [measurement units](change-a-report-measurement-units.md). You can select from the predefined paper sizes (**Paper Kind** property), choose **Custom** and create your own paper size. - -These settings affect the report layout. After the settings change, you may notice red highlights which indicate that the controls go beyond the page width. - -![](../../../images/eurd-web-report-controls-printing-warning.png) - - diff --git a/reporting-for-web/articles/report-designer/configure-design-settings/enable-the-right-to-left-layout.md b/reporting-for-web/articles/report-designer/configure-design-settings/enable-the-right-to-left-layout.md deleted file mode 100644 index b534351fb0..0000000000 --- a/reporting-for-web/articles/report-designer/configure-design-settings/enable-the-right-to-left-layout.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Enable the Right-To-Left Layout -author: Anna Vekhina ---- -# Enable the Right-To-Left Layout - -The report and most of the report controls provide the **Right to Left** and **Right to Left Layout** property. - -![](../../../images/eurd-web-right-to-left-yes-property.png) - -## Right to Left - -The property specifies content layout within a control (for most controls, this property affects the direction of their text, and for the [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), this property also affects the check box position within the control). - -* **Disabled** - - ![](../../../images/eurd-web-right-to-left-no.png) - -* **Enabled** - - ![](../../../images/eurd-web-right-to-left-yes.png) - -Initially all report controls have this property set to **Inherit**, and when you enable it for a report, the setting is enabled for all report controls. - -The following controls support this feature: - -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) -* [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) -* [Panel](../use-report-elements/use-basic-report-controls/panel.md) -* [Cross Tab](../create-reports/cross-tab-reports.md) -* Pivot Grid (deprecated) -* [Table](../use-report-elements/use-tables.md) -* [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) - -For the **Panel** and **Table** controls, this option affects contained controls. - -## Right to Left Layout - -When the **Right To Left** property of a report is set to **Yes**, you can also enable the **Right To Left Layout** property that specifies the position of controls within [report bands](../introduction-to-banded-reports.md). Enabling the right-to-left layout will also swap the page margins of a document (you are not allowed to place controls outside the right page margin). - -![](../../../images/eurd-web-right-to-left-layout.png) - -The coordinates of report controls remain unchanged, only the point and direction of reference change (the X coordinate is calculated based on the top right corner). - -The right-to-left layout is preserved when exporting a report to any [supported format](../preview-print-and-export-reports.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports.md b/reporting-for-web/articles/report-designer/create-reports.md deleted file mode 100644 index 61152b7d07..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: Create Reports -author: Anna Vekhina ---- - -# Create Reports - -This section contains tutorials that explain how to create different reports. - -## Basic Reports - -### [Table Reports](create-reports/table-reports.md) -![](../../images/table-report-preview.png) - -### [Vertical Reports](create-reports/vertical-reports.md) -![](../../images/vertical-report-preview.png) - -### [Letters](create-reports/letters.md) -![](../../images/letter-report-preview.png) - -## Reports with Hierarchical Data - -### [Master-Detail Reports with Detail Report Bands](create-reports/master-detail-reports-with-detail-report-bands.md) -![](../../images/master-detail-with-detail-report-bands-preview.png) - -### [Master-Detail Reports with Subreports](create-reports/master-detail-reports-with-subreports.md) -![](../../images/master-detail-with-subreport-preview.png) - -### [Hierarchical Reports](create-reports/hierarchical-reports.md) -![](../../images/hierarchical-report-preview.png) - -## Invoice Reports - -### [Invoices](create-reports/invoices.md) -![](../../images/manual-invoice-preview.png) - -## Cross-Tab Reports - -### [Cross-Tab Reports](create-reports/cross-tab-reports.md) - -![](../../images/eurd-web-cross-tab-report-result.png) - -## Multi-Column Reports - -### [Labels and Badges](create-reports/labels-and-badges.md) -![](../../images/labels-and-badges-report-preview.png) - -### [Multi-Column Reports](create-reports/multi-column-reports.md) -![](../../images/multi-column-report-preview.png) - -## Interactive Reports - -You can add interactive elements to your report to customize it in Print Preview: - -### [Interactive E-Forms](create-reports/interactive-e-forms.md) -![](../../images/interactive-eform-preview.png) - -> [!Note] -> See the [Provide Interactivity](provide-interactivity.md) section for information on how to provide drill-down and drill-through functionality in your reports. -> -> See [Use Report Parameters](use-report-parameters.md) for instructions on how to submit parameter values in Print Preview to customize your reports. - -## Layout Features - -### [Reports with Cross-Band Content and Populated Empty Space](create-reports/reports-with-cross-band-content-and-populated-empty-space.md) -![](../../images/cross-band-and-populated-empty-space-report-preview.png) - -### [Reports with PDF content](create-reports/reports-merged-with-pdf.md) -![](../../images/report-with-pdf-content-preview.png) - -### [Reports with a Visual PDF Signature](create-reports/reports-with-visual-pdf-signature.md) -![](../../images/report-with-a-visual-pdf-signature.png) - diff --git a/reporting-for-web/articles/report-designer/create-reports/cross-tab-reports.md b/reporting-for-web/articles/report-designer/create-reports/cross-tab-reports.md deleted file mode 100644 index 12c1612bce..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/cross-tab-reports.md +++ /dev/null @@ -1,125 +0,0 @@ ---- -title: Cross-Tab Reports -author: Anna Vekhina ---- -# Cross-Tab Reports - -A cross-tab report displays complex multi-dimensional data, such as summary statistics, surveys, and market research information. This report uses a Cross Tab control that calculates automatic summaries and grand totals across grouped rows and columns. - -![](../../../images/eurd-web-cross-tab-report-result.png) - -## Add a Cross Tab Control and Bind to Data - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. Drop the **Cross Tab** control from the [Toolbox](../report-designer-tools/toolbox.md) onto the [Detail band](../introduction-to-banded-reports.md). - - ![](../../../images/eurd-web-add-cross-tab-to-report.png) - - You cannot place a Cross Tab in another report control ([Table Cell](../use-report-elements/use-tables.md) or [Panel](../use-report-elements/use-basic-report-controls/panel.md)). - -3. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. - - ![](../../../images/eurd-web-add-data-source-menu.png) - - Navigate through the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md)'s pages to set up the data source. See the [Bind to Data](../bind-to-data.md) section for more information. - -4. Select the entire Cross Tab control. For this, click the designer surface outside the control and drag the mouse to the control until the entire control is selected. - - ![](../../../images/eurd-web-select-cross-tab-control.gif) - -5. Bind the Cross Tab control to the data source. In the [Properties Panel](../report-designer-tools/ui-panels/properties-panel.md) expand the **CROSS TAB TASKS** section and specify the **Data Source** and **Data Member** properties. - - ![](../../../images/eurd-web-cross-tab-bind-to-data-source.png) - - > [!NOTE] - > Ensure that a report's **Data Source** property is not set if you place the Cross Tab in the Detail band. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source. - - -## Define Cross Tab Fields - -1. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **ROW FIELDS** section to add a Row Field. Select the field name from the drop-down list: - - ![](../../../images/eurd-web-cross-tab-specify-row.png) - - You can repeat these steps to add another row field. - -2. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **COLUMN FIELDS** section to add a Column Field. Select the field from the drop-down list: - - ![](../../../images/eurd-web-cross-tab-specify-column.png) - - You can repeat these steps to add another column field. - - -3. In the **Properties Panel**, expand the **DATA** section and click **plus** in the **DATA FIELDS** section to add a Data Field. Select the field from the drop-down list: - - ![](../../../images/eurd-web-cross-tab-specify-data.png) - - -The resulting cross-tab control looks as follows: - -![](../../../images/eurd-web-cross-tab-fields-defined.png) - - -## Specify Group Settings - -Select the Cross Tab cell bound to the `OrderDate` field and click its smart tag. Set the **GroupInterval** property to `DateQuarter` to group data by quarters. - -![](../../../images/eurd-web-cross-tab-group-quarter.png) - -Switch to the **Report Viewer** to preview the result: - -![](../../../images/eurd-web-cross-tab-preview-group-quarter.png) - -## Format Data - -1. Format the currency data. Hold down CTRL, and select the following cells: - - - the cell bound to the `ExtendedPrice` field - - the cells that display column and row totals - - the cells that display column and row grand totals - - ![](../../../images/eurd-web-cross-tab-select-currency-data-cells.png) - - Switch to the Properties window and set the `TextFormatString` property to **{0:c}**. - - ![](../../../images/eurd-web-cross-tab-format-currency-data-cells.png) - -2. Select the cell bound to the `OrderDate` field: - - ![](../../../images/eurd-web-cross-tab-select-order-date-cell.png) - - Set the **Text Format String** option to `Quarter {0}`. - - ![](../../../images/eurd-web-cross-tab-format-order-date-cell.png) - -Switch to the Report Viewer to observe the result: - -![](../../../images/eurd-web-cross-tab-format-data-result.png) - - -## Customize Appearance - -1. Select the entire Cross Tab control, switch to the Properties window, and expand the **STYLES** section. Expand the **GENERAL STYLE** section and set the Border Color to 160, 160, 160. This value applies to all Cross Tab cells. - - ![](../../../images/eurd-web-cross-tab-styles.png) - -2. Expand sections for the **HEADER AREA**, **DATA AREA** and **TOTAL AREA** styles and adjust the appearance as your needs dictate. - -## Adjust the Content Size - -Select the column bound to the **FullName** field and set the `ColumnAutoWidthMode` property to **ShrinkAndGrow**. The column width varies depending on the content. - -![Set Column Auto Width Property](../../../images/eurd-web-cross-tab-report-column-auto-width-mode.png) - -## Adjust the Report Layout - -Specify the **Landscape** page orientation and set the **Vertical Content Splitting** option to `Smart` to prevent content from being split across pages. - -![Adjust the Layout](../../../images/eurd-web-cross-tab-report-adjust-layout.png) - -## Observe the Result - -Switch to the **Report Viewer**. The resulting report is shown below: - -![Resulting Report](../../../images/eurd-web-cross-tab-report-final-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/hierarchical-reports.md b/reporting-for-web/articles/report-designer/create-reports/hierarchical-reports.md deleted file mode 100644 index 71b9e4f12a..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/hierarchical-reports.md +++ /dev/null @@ -1,118 +0,0 @@ ---- -title: Hierarchical Reports -author: Sergey Andreev ---- -# Hierarchical Reports - -This tutorial describes how to use the [detail band](../../report-designer/introduction-to-banded-reports.md)'s **Hierarchy Print Options** property to create a hierarchical report. - -![eurd-hierarchical-report-result](../../../images/eurd-hierarchical-report-expressions-result.png) - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -1. [Bind the report](../bind-to-data.md) to a data source. - - ![eurd-hierarchical-report-bind-to-data](../../../images/eurd-hierarchical-report-bind-to-data.png) - - Each record in the data source should include a field that defines the parent-child relationship and thus builds the hierarchy. - -1. Arrange controls on the report. - - - Add the [Report Header](../introduction-to-banded-reports.md) and [Page Header](../introduction-to-banded-reports.md) bands (see the **Manage Report Bands | Add Bands** section in the [Introduction to Banded Reports](../introduction-to-banded-reports.md) document for details). - - - Add [data-bound labels](../use-report-elements/use-basic-report-controls/label.md) to the **Detail** band. - - ![eurd-hierarchical-report-add-controls](../../../images/eurd-hierarchical-report-add-controls.png) - - Switch to [PREVIEW](../preview-print-and-export-reports.md) to see an intermediate result. - - ![eurd-hierarchical-report-add-controls-result](../../../images/eurd-hierarchical-report-add-controls-result.png) - -1. Switch back to **DESIGN**, select the **Detail** band, and type in "hier" in the **Search field** to navigate to the **Hierarchy Print Options** property pane. - - ![eurd-hierarchical-report-hierarchyprintoptions](../../../images/eurd-hierarchical-report-hierarchyprintoptions.png) - - Set the following options: - - - **Key Field Name** and **Parent Field Name**, or **Child List Field Name** - Set the **Key Field Name** and **Parent Field Name** properties if your report's data has the Id-ParentID related fields. - Set the **Child List Field Name** property if your report's data is recursive. Assign the collection of child objects (records) if they have the same type as the parent objects (records). - - - **Indent** - Specify the child level node offset. - - - **Keep Together with First Child** - Specify whether to print a parent node together with its first child node on the next page if these nodes do not fit at the end of a page. - -1. Preview the result. - - ![eurd-hierarchical-report-hierarchyprintoptions-result](../../../images/eurd-hierarchical-report-hierarchyprintoptions-result.png) - - As you can see in the image above, the **Detail** band that contains child rows is printed with the specified indent. However, the row (the sum of the label widths) does not fit the page now. - -1. Align labels. - - - Anchor the first data-bound label to the Detail band's left and right edges. Set the label's **Anchor Horizontally** property to **Both**. - - ![eurd-hierarchical-report-anchor](../../../images/eurd-hierarchical-report-anchor.png) - - - Anchor the rest of the data-bound labels to the right edge of the Detail band (their container). Set their **Anchor Horizontal** property to **Right**. - - ![eurd-hierarchical-report-anchor-2](../../../images/eurd-hierarchical-report-anchor-2.png) - -1. Preview the result. - - ![eurd-hierarchical-report-anchor-result](../../../images/eurd-hierarchical-report-anchor-result.png) - -1. Add a **drill-down control** to expand/collapse child rows. - - Add a [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control to the **Detail** band at the left-most position. - - ![eurd-hierarchical-report-add-checkbox](../../../images/eurd-hierarchical-report-add-checkbox.png) - - - Set the **Check Box** control's glyph options and remove the unnecessary "checkBox1" text. You can specify different images to indicate the checkbox state. In the **Custom Glyphs** section, specify the ![moveup](../../../images/moveup.png) image for the **Checked** state, and the ![movedown](../../../images/movedown.png) image for the **Unchecked** state. - - ![HierarchicalReport-CheckBoxProperties](../../../images/eurd-hierarchical-report-checkbox-properties.png) - - - Set the **Detail** band's **Drill Down Control** property to the added **Check Box** control. - - ![HierarchicalReport-SetDrillDownControl](../../../images/eurd-hierarchical-report-drilldown.png) - - - Click the **f-button** next to the **Check Box** control to invoke the **Expression Editor**, and assign the following expression to the **Check State** property: - ``` - Iif( [ReportItems.Detail1.DrillDownExpanded], 'Checked', 'Unchecked') - ``` - - ![HierarchicalReport-CheckStateExpression](../../../images/eurd-hierarchical-report-checkstateexpression.png) - - - Preview the result: - - ![HierarchicalReport-DrillDownControl](../../../images/eurd-hierarchical-report-checkbox-result.png) - -1. Sort report data. - - Use the Detail band's **Sort Fields** property to sort data. - - ![HierarchicalReport-SortFieldsProperty](../../../images/eurd-hierarchical-report-sort-fields.png) - - Preview the result: - - ![HierarchicalReport-SortedData](../../../images/eurd-hierarchical-report-sort-fields-result.png) - -1. Highlight root nodes. - - To format rows based on their nesting level, use the `CurrentRowHierarchyLevel` variable in expressions. Specify the following expressions for the **Detail** band's appearance properties: - - **Background Color**: - ``` - Iif([DataSource.CurrentRowHierarchyLevel] == 0, Rgb(231,235,244), ?) - ``` - **Font | Bold**: - ``` - [DataSource.CurrentRowHierarchyLevel] == 0 - ``` - - ![HierarchicalReport-ExpressionVariable](../../../images/eurd-hierarchical-report-expressions.png) - - Preview the result: - - ![HierarchicalReport-HighlightedRootNodes](../../../images/eurd-hierarchical-report-expressions-result.png) diff --git a/reporting-for-web/articles/report-designer/create-reports/interactive-e-forms.md b/reporting-for-web/articles/report-designer/create-reports/interactive-e-forms.md deleted file mode 100644 index f525ec1e41..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/interactive-e-forms.md +++ /dev/null @@ -1,60 +0,0 @@ ---- -title: Interactive E-Forms -author: Anna Vekhina ---- -# Interactive E-Forms - -This tutorial describes how to create an electronic form and make it fillable directly in Print Preview before printing or exporting it. - -![](../../../images/eurd-web-eform-result.png) - -To get started with this tutorial, [create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -## Add Form Fields - -Add the [Label](../use-report-elements/use-basic-report-controls/label.md) controls to the report and arrange them according to the form's template. Set the labels' **Text** property to the form's field names. - -![](../../../images/eurd-web-eform-add-form-fields.png) - -## Add Fillable Cells - -Use the [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) control for the form's text fields. This control displays letters in individual cells and allows end users to fill these cells in Print Preview. - -1. Drop the **Character Comb** item from the Toolbox onto the report. - - ![](../../../images/eurd-web-eform-add-character-comb.png) - -2. Select all the added controls, clear their text, switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Layout** category. Adjust cell settings, such as **Cell Width**, **Cell Height**, **Cell Horizontal Spacing**, etc. - - ![](../../../images/eurd-web-eform-character-combs-cell-settings.png) - -3. Expand the **Behavior** category, select the **Edit Options** section and set the controls' **Enabled** property to **Yes** to enable content editing in Print Preview. - - ![](../../../images/eurd-web-eform-character-combs-edit-options-enabled.png) - -## Add Check Box Editors - -1. Add two [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) controls to the report for selecting a gender (_Male/Female_ fields). Then, change their text and appearance settings. - - ![](../../../images/eurd-web-eform-add-check-boxes.png) - -2. To enable switching check box states in Print Preview, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes** as you did before. To allow selecting only one option at a time, combine these check boxes into a logical group by specifying the same value for the **Group ID** property. - - ![](../../../images/eurd-web-eform-check-boxes-edit-options.png) - -## Add the Signature Editor - -1. Add the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control for the form's _Signature_ field. - - ![](../../../images/eurd-web-eform-add-picture-box.png) - -2. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and adjust control's appearance settings. Expand the **Behavior** category and select the **Edit Options** section. Set the **Enabled** property to **Yes** and the **Editor Name** property to signature to enable drawing in Print Preview. - - ![](../../../images/eurd-web-eform-picture-box-enable-drawing.png) - -## Get the Result -The e-form report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. - -To highlight all editing fields available in the form, click the ![](../../../images/eurd-web-eform-editing-fields-button.png) **Highlight Editing Fields** button on the Print Preview toolbar. Clicking a field invokes the appropriate editor. - -![](../../../images/eurd-web-eform-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/invoices.md b/reporting-for-web/articles/report-designer/create-reports/invoices.md deleted file mode 100644 index 00cf6ee51d..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/invoices.md +++ /dev/null @@ -1,201 +0,0 @@ ---- -title: Invoices -author: Anna Vekhina ---- -# Invoices - -This tutorial describes how to create a simple invoice report displaying information about customers and their orders. You can perform similar steps to create various invoice layouts depending on your requirements. - -![](../../../images/eurd-web-invoice-report-result.png) - -## Create a Report and Bind It to Data - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. Invoke the designer [menu](../report-designer-tools/menu.md) and click **Add Data Source...**. - - ![](../../../images/eurd-web-data-source-menu.png) - -3. Select **Database** on the first page of the invoked Data Source Wizard and click **Next**. - - ![](../../../images/eurd-web-data-source-wizard-select-db.png) - -4. Select a data connection on the next page. - - ![](../../../images/eurd-web-invoice-select-data-connection-in-wizard.png) - -5. On the same page, you can choose which tables, views and/or stored procedures to add to the report. - - Obtain data from two different tables to display information about customers and orders at the same hierarchical level in the report. Click the plus button for the **Queries** category to create a custom query. In the invoked [Query Builder](../report-designer-tools/query-builder.md), add the required data tables to a query and join them based on a key column. - - ![](../../../images/eurd-web-invoice-join-tables-in-query-builder.png) - -6. On the same wizard page, select the data view providing order details for listing products included in each order in the invoice. - - ![](../../../images/eurd-web-invoice-add-view.png) - -7. On the same page, specify a master-detail relationship between the queries. Select the required key fields (columns) to connect tables. - - ![](../../../images/eurd-web-invoice-master-detail-relationships.png) - -8. Click **Finish** to complete the wizard. - -After these steps, make sure that an appropriate data member is assigned to the report. - -![](../../../images/eurd-web-invoice-report-data-member.png) - -## Prepare the Master Report Layout -Create the master report layout to display basic information about customers and their orders. - -1. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md) and drop the required data fields onto the [Detail band](../introduction-to-banded-reports.md). New controls of appropriate types are automatically created and bound to the corresponding fields. - - ![](../../../images/eurd-web-invoice-master-layout-dynamic-fields.png) - -2. Drop [Label](../use-report-elements/use-basic-report-controls/label.md) controls from the [Toolbox](../report-designer-tools/toolbox.md) onto the band to display static captions for specific data fields. - - ![](../../../images/eurd-web-invoice-master-layout-static-labels.png) - -3. Double-click the added labels one after another and enter the required text. - - ![](../../../images/eurd-web-invoice-master-layout-specify-static-text.png) - -4. Use the [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) control to separate data. - - ![](../../../images/eurd-web-invoice-master-layout-add-line.png) - -## Prepare the Detail Report Layout -Perform the following steps to create a detail report and construct its layout to show the order details in a tabular form: - -1. From the the report's context menu, select the **Insert Detail Report Band** command to create a [Detail Report Band](../introduction-to-banded-reports.md). - - -2. Select the Detail Report band and select the master-detail relationship's name in the **Data Member** property's drop-down list. - - ![](../../../images/eurd-web-invoice-bind-detail-report.png) - -3. Add dynamic content to the detail report. Go to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. This automatically creates a [Table](../use-report-elements/use-tables.md) control with table cells bound to the corresponding fields. - - You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. - - ![](../../../images/eurd-web-invoice-detail-layout-add-dynamic-table.png) - -4. Add the Group Header band to the detail report to display captions for table columns. Select the Detail Report band and click **Insert Group Header Band** in the context menu. - - ![](../../../images/eurd-web-underlay-report-addgroupheader.png) - -5. To create column headers, drop the [Table](../use-report-elements/use-tables/table-overview.md) control from the **Toolbox** onto the Group Header band and enter the required text in the table's cells. - - ![](../../../images/eurd-web-invoice-detail-layout-add-table-headers.png) - -6. Select the Detail Report band, expand the **Behavior** category and set the band's **Page Break** property to **After the Band** to print each order on a separate page. - - ![](../../../images/eurd-web-invoice-detail-report-page-break.png) - -## Create a Calculated Field -This section demonstrates how to create a [custom field](../shape-report-data/use-calculated-fields.md) whose values are calculated using a pre-defined expression. - -Do the following to evaluate an extended price based on the price, quantity and discount values obtained from a database: - -1. In the [Field List](../report-designer-tools/ui-panels/field-list.md), select the detail table and click **Add calculated field**. - - ![](../../../images/eurd-web-invoice-add-calculated-field.png) - -2. Click the **Edit** button for the calculated field and change its name to **ExtendedPrice**. Click the **Expression** property's ellipsis button, and in the invoked [Expression Editor](../report-designer-tools/expression-editor.md), construct the expression based on the **UnitPrice**, **Quantity** and **Discount** fields. - - ![](../../../images/eurd-web-invoice-calculated-field-expression.png) - -3. You can use the created calculated field as an ordinary data field. Add a cell to a table in the Detail band and drop the calculated field onto this cell. Additionally, create one more table cell in the Group Header for displaying the corresponding caption. - - ![](../../../images/eurd-web-invoice-drop-calculated-field-onto-report.png) - - -## Format Data -The next step is to specify report elements' [value formatting](../shape-report-data/format-data.md) to improve displaying their incoming data. - -1. In the master report's Detail band, select controls bound to date fields while holding down CTRL. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Data** category and click the **Text Format String** property's ellipsis button. In the invoked **Format String Editor**, activate the **DateTime** category and select the format, for example, display dates as a month (name) followed by the day (number) and year (four digits). - - ![](../../../images/eurd-web-invoice-format-date-fields.png) - -2. Select the table cell bound to the **Discount** data field in the detail report's Detail band. Expand the **Cell Tasks** category, click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, apply the **Percent** format. In this case, field values are multiplied by 100 and displayed with a percent symbol. - - ![](../../../images/eurd-web-invoice-format-discount-field.png) - -3. In the detail report's Detail band, select the cells bound to the **UnitPrice** and **ExtendedPrice** fields. Invoke the **Format String Editor** once again and choose the format preset from the **Currency** category (for instance, **c2**). - -## Calculate a Summary -Do the following to calculate a total price for each order as a sum of **Extended Price** values: - -1. Add the Group Footer band to the detail report in the same way as the Group Header. - -2. Drop the Label control onto the added band and expand the **Label Tasks** category in the Properties panel. Select the **Summary** section and set the **Running** property to **Report** to calculate the summary for the entire detail report and click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../report-designer-tools/expression-editor.md), specify the following expression to calculate the total price: - - ![](../../../images/eurd-web-invoice-specify-summary-function.png) - -3. Use the **Text Format String** property to format the summary's value (for instance, set it to **Total: {0:c2}**). - - ![](../../../images/eurd-web-invoice-summary-format-string.png) - -## Sort Data -Perform the following steps to sort data in the detail report: - -1. Select the **Detail** band in the detail report. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the detail report's data by the required data field. - - ![](../../../images/eurd-web-invoice-sort-data.png) - -2. Click the ![](../../../images/eurd-web-order-ascending.png) or ![](../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. - - -## Customize the Report Appearance -Do the following to customize the report and its elements' appearance: - -1. Click the gray area around the design surface to select the report, and in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, specify the font settings. These settings are distributed to all report elements. - - ![](../../../images/eurd-web-invoice-report-appearance-properties.png) - -2. You can adjust a control's font independently from its parent (for instance, make summary values bold). - - ![](../../../images/eurd-web-invoice-report-control-appearance-properties.png) - -3. Change specific controls' (bound to date fields, price fields, etc.) text alignment using the **Text Alignment** property. - - ![](../../../images/eurd-web-invoice-report-control-text-alignment.png) - -4. Create a global [visual style](../customize-appearance/report-visual-styles.md) to apply it afterwards to multiple controls. Switch to the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click the plus button ![](../../../images/eurd-web-styles-create.png) to add a new report visual style. - - ![](../../../images/eurd-web-invoice-add-style.png) - -5. Select the created style and click the **Properties** ![](../../../images/eurd-web-styles-edit.png) button in the Report Explorer. This opens the Properties panel where you can adjust the settings of the selected style. - - ![](../../../images/eurd-web-invoice-report-style-settings.png) - -6. Select report elements, expand the **Styles** category and choose a style in the **Style** property's drop-down list to apply the style to the selected elements. - - ![](../../../images/eurd-web-invoice-apply-report-style.png) - -7. You can provide different appearances to alternating (odd and even) table rows in the detail report. Select the table and expand the **Styles** property in the Property Grid. Invoke the drop-down list for the **EvenStyle** property and select **New**. - - ![](../../../images/eurd-web-invoice-create-even-style.png) - - Specify the created style's appearance settings (for example, background color). - -## Add Additional Information -Do the following to provide additional information to your invoices, such as the report name and current date: - -1. Add the Page Header band to the master report to display the required information on each invoice page. - -2. Drop the Label control from the **Toolbox** onto the Page Header, double-click the control and type "**Invoice**". Specify the required appearance settings (font, foreground color, etc.). - - ![](../../../images/eurd-web-invoice-page-header-report-name.png) - -3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the Page Header band to display system date in the report. - - ![](../../../images/eurd-web-invoice-add-page-info.png) - -4. Expand the **Page Info Tasks** category and set the **Page Information** property to **Current Date and Time**. Click the **Text Format String** property's ellipsis button, and in the invoked **Format String Editor**, select a date format as in the **Format Data** section above. - - ![](../../../images/eurd-web-invoice-page-info-text-format-string.png) - -## View the Result -The invoice report is now ready. Switch to [Print Preview](../preview-print-and-export-reports.md) to see the result. - -![](../../../images/eurd-web-invoice-report-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/labels-and-badges.md b/reporting-for-web/articles/report-designer/create-reports/labels-and-badges.md deleted file mode 100644 index b5ff72281e..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/labels-and-badges.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Labels and Badges -author: Anna Vekhina ---- -# Labels and Badges - -This tutorial describes the steps to create a label report that contains employee badges. - -![](../../../images/eurd-web-label-report-result.png) - -1. [Create a new report](../add-new-reports.md) and [bind it](../bind-to-data.md) to a required data source (for instance, to a table that contains information about employees). - -2. Open the designer [menu](../report-designer-tools/menu.md) and click **New via Wizard**. - - ![](../../../images/eurd-web-report-design-in-report-wizard.png) - -3. The wizard guides you through the process of creating a label report. Refer to [Label Report](../report-designer-tools/report-wizard/label-report.md) for detailed instructions on the wizard's steps. - - ![](../../../images/eurd-web-fullscreen-report-wizard-label-report.png) - -4. After performing the above steps you will see that the report's Detail band is now divided into three differently colored areas. The first area at the left-hand side indicates the actual available band area for controls to be placed within it. The gray area at the right-hand side is intended for the columns in which labels will be displayed, so it cannot be occupied by controls. Finally, the white area specifies an indent between the available and reserved areas. - - ![](../../../images/eurd-web-label-wizard-result.png) - -5. Drop the required fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the available Detail band's area and adjust the layout. - - ![](../../../images/eurd-web-label-report-layout.png) - - If required, you can apply [mail merge](../use-report-elements/use-embedded-fields-mail-merge.md) to combine several fields within the same [Label](../use-report-elements/use-basic-report-controls/label.md) control. - - For the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) control, you can set its **Sizing** property to **Zoom Image**. - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../images/eurd-web-label-report-result.png) - diff --git a/reporting-for-web/articles/report-designer/create-reports/letters.md b/reporting-for-web/articles/report-designer/create-reports/letters.md deleted file mode 100644 index 5589093c53..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/letters.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Letters -author: Anna Vekhina ---- -# Letters - -This tutorial describes the steps to create a mail merge report, in which data fields are embedded into a label's text that is replaced with corresponding data values on preview or export. - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source. - -3. Drop the [Label](../use-report-elements/use-basic-report-controls/label.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the [Detail](../introduction-to-banded-reports.md) band. - - ![](../../../images/eurd-web-letter-drop-label.png) - -4. Add the required text to the control and embed data fields' names into it, surrounded by **[** square brackets **]**, as shown in the following image: - - ![](../../../images/eurd-web-letter-label-result.png) - -For more information about mail merge, refer to [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). - diff --git a/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md b/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md deleted file mode 100644 index 0a7ca88cdd..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Master-Detail Report with Detail Report Bands -author: Natalia Kazakova ---- -# Master-Detail Report with Detail Report Bands - -This tutorial illustrates how to display hierarchical data in a master-detail report using nested [Detail Report bands](../introduction-to-banded-reports.md). This technique is effective if your data source contains a master-detail relationship. Another technique is described in the following topic: [Master-Detail Reports with Subreports)](master-detail-reports-with-subreports.md). - -![](../../../images/eurd-web-master-detail-result.png) - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to the required data source and set up a master-detail relationship as described in the [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) topic. - -3. Drop data fields of the main table from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. - - ![](../../../images/eurd-web-master-detail-drop-fields-for-master-layout.png) - -4. Right-click the report and select **Insert Band**→**DetailBand** to create a [Detail Report Band](../introduction-to-banded-reports.md). - - ![](../../../images/eurd-web-master-detail-insert-detail-report-band.png) - - Select the Detail Report band and select the master-detail relationship's name in the **Data Member** property's drop-down list. - - ![](../../../images/eurd-web-master-detail-data-member-property.png) - -5. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. - - ![](../../../images/eurd-web-master-detail-drop-fields-for-detail-layout.png) - - > [!NOTE] - > You should drag-and-drop fields from the category corresponding to the master-detail relationship to correctly generate the detail report's data. Otherwise, the report will display only the first record of the detail table as many times as there are records in this table. - -6. Customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). - -Switch to [Preview](../preview-print-and-export-reports.md) to see the resulting report. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-subreports.md b/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-subreports.md deleted file mode 100644 index 05d168d092..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/master-detail-reports-with-subreports.md +++ /dev/null @@ -1,73 +0,0 @@ ---- -title: Master-Detail Reports with Subreports -author: Anna Vekhina ---- -# Master-Detail Reports with Subreports - -This tutorial demonstrates how to create a master-detail report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control. This approach is useful if your data source does not contain master-detail relationship or you prefer to store master and detail reports in different files. Another approach is described at [Create a Master-Detail Report (Use Detail Report Bands)](master-detail-reports-with-detail-report-bands.md). - -![](../../../images/eurd-web-master-detail-result.png) - -## Create a Master Report - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md) to use it as a master report. - -2. [Bind the report](../bind-to-data.md) to a required data table. - -3. Drop the required data fields from the [Field List](../report-designer-tools/ui-panels/field-list.md) onto the [Detail](../introduction-to-banded-reports.md) band. - - ![](../../../images/eurd-web-master-report-layout.png) - -## Create the Detail Report - -1. [Add one more blank report](../add-new-reports.md) to use it as a detail report. - -2. [Bind it to data](../bind-to-data.md). For instance, use another table of the same database as for the master report. - -3. Switch to the **Field List**, select the data fields while holding down CTRL or SHIFT and drag-and-drop them onto the Detail band. - - ![](../../../images/eurd-web-detail-report-layout.png) - -4. Add parameter to the detail report. Select the **Parameters** section in the **Field List** and click **Add parameter**. - - ![](../../../images/eurd-web-parameters-add-parameter-via-field-list.png) - -5. Click the **Edit** button for the created parameter and specify the parameter's **Name** and **Type** as well as disable the **Visible** property. - - ![](../../../images/eurd-web-detail-report-parameter-settings.png) - -6. Switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel, expand the the control's **Tasks** category and click the **Filter String** property's ellipsis button. - - In the invoked [Filter Editor](../report-designer-tools/filter-editor.md), construct an expression where the required data field is compared to the created parameter. To access the parameter, invoke the drop-down list on the right and select **Parameter**. - - ![](../../../images/eurd-web-detail-report-filter-string.png) - -7. Click **Save** | **Save As** in the designer [menu](../report-designer-tools/menu.md) to [save the detail report](../save-reports.md) to the server-side report storage. In the invoked standard **Save** dialog, specify the folder and file name. - - ![](../../../images/eurd-web-detail-report-save-dialog.png) - - - -## Embed the Subreport - -1. Click the corresponding tab in the bottom left corner of the Design Surface to switch back to the master report. - - ![](../../../images/eurd-web-master-report-subreport-switch-between-reports.png) - -2. Drop the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control from the [Toolbox](../report-designer-tools/toolbox.md) onto the **Detail** band. - - ![](../../../images/eurd-web-master-report-add-subreport.png) - -3. Expand the **Subreport Tasks** category and select the previously saved detail report in the **Report Source URL** property's drop-down list. - - ![](../../../images/eurd-web-master-report-subreport-report-source-url.png) - - You can double-click the added subreport to open the detail report. - -4. Bind the subreport's parameter used as a filter criterion to the master report's corresponding data field, which serve as a source of the parameter value. To do this, expand the **Data** category, select the **Parameter Bindings** section and add a new parameter binding. In the binding properties list, specify the data field to which you want to bind a subreport parameter and the name of the parameter that you want to bind. - - ![](../../../images/eurd-web-master-report-subreport-parameter-binding.png) - -6. Customize the report's [appearance](../customize-appearance.md) and [format values](../shape-report-data/format-data.md). - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the resulting report. diff --git a/reporting-for-web/articles/report-designer/create-reports/multi-column-reports.md b/reporting-for-web/articles/report-designer/create-reports/multi-column-reports.md deleted file mode 100644 index 5350ad77d0..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/multi-column-reports.md +++ /dev/null @@ -1,77 +0,0 @@ ---- -title: Multi-Column Reports -author: Anna Vekhina ---- -# Multi-Column Reports - -This document describes how to arrange report data in multiple columns, which can be used to create mailing labels, business cards or multi-column directories. - -![](../../../images/eurd-web-multi-column-result.png) - -## Settings -To access the multi-column settings of a report's Detail band, switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel and expand the **Detail Tasks** or the **Behavior** category. - -![](../../../images/eurd-web-multi-column-options.png) - -**Mode** - -Enables you to select one of the following modes: - -* **None** - - Disables the multi-column layout. - -* **Use Column Count** - - Makes the report display a specific number of columns based on the **Column Count** value. When this property is set to **1**, the report looks as though its multi-column layout is disabled. - -* **Use Column Width** - - Makes the report columns have a specific width based on the **Column Width** value. With this setting, the report displays as many columns as it is possible according to the specified column width, column spacing and report page size. - -**Column Spacing** - -Specifies the distance between adjacent columns. This value is measured in [report units](../configure-design-settings/change-a-report-measurement-units.md). - -**Layout** - -Specifies the preferred direction for arranging report data within columns. - -* **First Across, then Down** - - The report data is arranged horizontally and is wrapped to the next row on reaching the right page margin. - - ![](../../../images/eurd-web-multi-column-across-then-down-ungrouped.png) - - When the report data is grouped, the multi-column layout is applied to each group individually. - - ![](../../../images/eurd-web-multi-column-across-then-down-grouped.png) - -* **First Down, then Across** - - The report data is arranged vertically and is wrapped to the next column on reaching the bottom page margin. - - ![](../../../images/eurd-web-multi-column-down-then-across-ungrouped.png) - - When the report data is grouped, you can make each group start on a new column by setting the **Page Break** property of the Group Footer to **After the Band**. - - ![](../../../images/eurd-web-multi-column-down-then-across-grouped.png) - -## How It Works -The following image illustrates a report designer with a multi-column layout applied to the report: - -![](../../../images/eurd-web-multi-column-layout.png) - -In multi-column mode, the report's design surface is limited to the area defined by the column width. This is the only area intended to contain report controls. - -The rest of this surface defines the space on a page remaining for printing columns and column spacing area. - -In the above image, the report data in the Detail band is contained within a [Panel](../use-report-elements/use-basic-report-controls/panel.md) that provides borders around the enclosed content. - -![](../../../images/eurd-web-multi-column-panel-borders-property.png) - -You can also specify a custom background color for the Panel. To learn how to change this color dynamically (based on the report's underlying data), see [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md). - -When the report data is [grouped](../shape-report-data/group-and-sort-data/group-data.md) (as in the above image), and the **First Down, then Across** multi-column layout is used, you can make each group start on a new column. To do this, set the **Page Break** property of the Group Footer to **After the Band** or **After the Band, Except for the Last Entry**. When there is no data to display in the Group Footer, set the band height to zero. - -![](../../../images/eurd-web-multi-column-band-page-break.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/reports-merged-with-pdf.md b/reporting-for-web/articles/report-designer/create-reports/reports-merged-with-pdf.md deleted file mode 100644 index 67b3bbdbf7..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/reports-merged-with-pdf.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Reports Merged with PDF -author: Sergey Andreev ---- -# Reports Merged with PDF - -This tutorial describes how to add PDF content to a report. - -![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result.png) - -> [!TIP] -> The [Master-Detail Reports with Subreports)](master-detail-reports-with-subreports.md) topic describes another way to create a report that merges different documents. - -## Create a Report Layout - -Create a report that should include PDF content. - -![initial-report](../../../images/eurd-pdfcontentdemo-initial-report.png) - -In this tutorial, the report shows a purchase order. A **Detail Report** band displays order details and customer information. An inner **Detail Report** band lists products included in an order. - -![initial-report](../../../images/eurd-pdfcontentdemo-initial-preview.png) - -## Add PDF Content - -Add a PDF document for each product listed in an order. - -1. Add a **Detail Report** band at the location where you want to place PDF content. As PDF content is rendered on separate pages, the report from this tutorial includes this band at the bottom. Bind the new band to the same data member as in the [Create a Report Layout](#create-a-report-layout) section above. - - ![add-detail-report-for-pdf](../../../images/eurd-pdfcontentdemo-add-detail-report-for-pdf.png) - -1. Select the added **Detail Report** band and specify its **Data Source** and **Data Member**. - - ![configure-detail-report-for-pdf](../../../images/eurd-pdfcontentdemo-configure-detail-report-for-pdf.png) - -1. Drop the **PDF Content** item from the **Toolbox** onto the added band. - - ![drop-xrpdfcontent](../../../images/eurd-pdfcontentdemo-drop-xrpdfcontent.png) - -1. Bind the dropped control to the source of PDF data. Select the control, switch to the [Properties Panel](../report-designer-tools/ui-panels/properties-panel.md), click the **Source** property's marker, and select **Source Expression**. In the invoked **Expression Editor**, select the data source field that stores PDF documents and click **OK**. - - ![bind-to-pdf-source](../../../images/eurd-pdfcontentdemo-bind-to-pdf-source.png) - - > [!TIP] - > Other options are available to bind the **PDF Content** control to PDF data: - > * **Bind to a PDF file** - > Specify the file's URL in the control's **Source URL** property. The specified file should be available when a report is generated. - > * **Save the PDF content in the report** - > Click the **Source** property's ellipsis button and select the file from which to load the content. - -The report is ready and can be viewed in the **Preview** tab. Each PDF document is printed on a separate page and uses its own page settings. - -![pdfcontentdemo-result](../../../images/eurd-pdfcontentdemo-result2.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md b/reporting-for-web/articles/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md deleted file mode 100644 index 082f71e336..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md +++ /dev/null @@ -1,100 +0,0 @@ ---- -title: 'Reports with Cross-Band Content and Populated Empty Space' -author: Sergey Andreev ---- -# Reports with Cross-Band Content and Populated Empty Space - -This document describes how to create a report with the following layout options: - -- Print part of the content across bands (the blue panel); -- Populate the empty space between the detail and footer information with blank rows. - -![](../../../images/eurd-web-underlay-report-preview-6.png) - -## Initial Report - -In this tutorial, the report [groups data](../shape-report-data/group-and-sort-data.md) by a data source field (the report's group field). - -![](../../../images/eurd-web-underlay-report-preview.png) - -The _GroupFooter_ band is displayed at the bottom of the page (the **Print At Bottom** property is enabled). There is an empty space between the **Detail** band's data and the footer. - -![](../../../images/eurd-web-underlay-report-preview-0.png) - -## Add Line Numbers - -1. Select the first cell in the [Detail band](../introduction-to-banded-reports.md)'s table and click **Insert Column to the Left** from the cell's context menu. - - ![](../../../images/eurd-web-underlay-report-add-cell.png) - -2. Select the new cell and set **Summary**/**Running** to _Group_. - - ![](../../../images/eurd-web-underlay-report-add-line-numbers.png) - -3. Switch to the **Expressions** tab and click the **Text** property's ellipsis button. Specify the _sumRecordNumber()_ expression in the invoked Expression Editor. - - ![](../../../images/eurd-web-underlay-report-add-line-numbers-2.png) - - Each row now includes a number. - -![](../../../images/eurd-web-underlay-report-preview-3.png) - -## Populate the Empty Space - -Populate the empty space between the _Detail_ band's data and the footer. - -Select the _Detail_ band and enable the **Fill Empty Space** property. - -![](../../../images/eurd-web-underlay-report-fillemptyspace.png) - -The empty space is now populated with numbered lines. - -![](../../../images/eurd-web-underlay-report-preview-4.png) - -> [!NOTE] -> Set the **Text** properties of the _Detail_ band's controls to display static text within the added lines. - -## Add Cross-Band Data - -Add a panel with recipient details across the entire group. Place the panel on a separate _Group Header_ band that is printed on the background of other bands. - -1. Select the report and select **Insert Group Header** from the report's context menu - - ![](../../../images/eurd-web-underlay-report-addgroupheader.png) - - > [!Tip] - > Choose a _Page Header_ band instead of the _Group Header_ to display the cross-band content on an entire page. - -2. Select the added band and enable the **Print Across Bands** property. This displays the band content on the background of the _GroupHeader1_, _Detail_, and _GroupFooter1_ bands. - - ![](../../../images/eurd-web-underlay-report-printundernextband.png) - -3. The report's group field is in the _GroupHeader1_ band's **Group Fields** collection. The new band is above **GroupHeader1** and does not participate in the report's group. Move the group field to the new band. - - * Select _GroupHeader1_ and remove the group field from **Group Fields**. - - ![](../../../images/eurd-web-underlay-report-removegroupfields.png) - - * Select the new band and add the group field to **Group Fields**. - - ![](../../../images/eurd-web-underlay-report-movegroupfields.png) - -4. Add a [Panel](../use-report-elements/use-basic-report-controls/panel.md) control to the _Group Header_. Specify the panel's **Background Color** and drop fields onto the panel. - - ![](../../../images/eurd-web-underlay-report-add-recipient.png) - -5. Adjust the panel's width and height. The height should match the page height, as the footer is printed at the bottom of the page (the _Group Footer_'s **Print At Bottom** property is enabled). - - ![](../../../images/eurd-web-underlay-report-adjust-crossband-height.png) - -6. Switch to Print Preview. The panel is printed on the background of the group content. - - ![](../../../images/eurd-web-underlay-report-preview-5.png) - -1. Resize the content in other bands to print it side-by-side with the panel. - - ![](../../../images/eurd-web-underlay-report-adjust-width.png) - -See the final report in Print Preview. - -![](../../../images/eurd-web-underlay-report-preview-6.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/reports-with-embedded-pdf-content.md b/reporting-for-web/articles/report-designer/create-reports/reports-with-embedded-pdf-content.md deleted file mode 100644 index aa0bfbfafe..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/reports-with-embedded-pdf-content.md +++ /dev/null @@ -1,237 +0,0 @@ ---- -title: Reports with Embedded PDF Content -author: Eugene Polevikov ---- - -# Reports with Embedded PDF Content - -This tutorial explains how to use the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control to do the following: - -* Append PDF file pages to a report and make their paper kind the same as in the inital report. -* Add sequential page numbers to the report and PDF file pages. -* Include additional information in the embedded PDF file pages. - -The image below shows an invoice report that contains information about order items. - -![Final Report Page 1](../../../images/eurd-web-create-report-with-pdf-content-final-report-page1.png) - -The following image illustrates the first PDF file page embedded to the invoice report. This page has the same paper kind as the initial report. [Report controls](../use-report-elements/use-basic-report-controls.md) are used to add item title, item price, line, logo image, and sequential page numbers to this page. - -![Final Report Page 2](../../../images/eurd-web-create-report-with-pdf-content-final-report-page2.png) - -To create the above report with PDF content, follow the steps described in these sections: - -* [Create the Main Report](#create-the-main-report) -* [Create a Report with PDF Content](#create-a-report-with-pdf-content) -* [Add the Report with PDF content to the Main Report](#add-the-report-with-pdf-content-to-the-main-report) - -## Create the Main Report - -1. Open the [Report Designer](../first-look-at-the-report-designer.md) and [add a new blank report](../add-new-reports.md). -2. Design the report layout. In this tutorial, we create an invoice report that contains information about order items. - - ![Main Report Layout](../../../images/eurd-web-pdfcontent-embedded-mode-main-report-layout.png) - - To supply the report with data, use the following JSON string: - - ``` - { - "InvoiceNumber": 241756, - "OrderDate": "2018-04-23T18:25:43.511Z", - "Customer": { - "Name": "Walters", - "HomeOffice_Line": "200 Wilmot Rd", - "HomeOffice_City": "Deerfield", - "HomeOffice_StateName": "IL", - "HomeOffice_ZipCode": "60015" - }, - "Store": { - "Address_City": "Anaheim", - "Address_Line": "1720 W La Palma Ave", - "Address_StateName": "CA", - "Address_ZipCode": "83709" - }, - "Employee": { - "FullName": "Harv Mudd" - }, - "PONumber": "122023", - "ShipMethod": 0, - "OrderTerms": "15 Days", - "OrderItems": [ - { - "ProductName": "SuperLED 42", - "ProductPrice": 1050, - "ProductUnits": 2, - "Discount": 50, - "Total": 2050 - }, - { - "ProductName": "SuperLED 50", - "ProductPrice": 1100, - "ProductUnits": 5, - "Discount": 500, - "Total": 5000 - }, - { - "ProductName": "Projector PlusHD", - "ProductPrice": 600, - "ProductUnits": 5, - "Discount": 250, - "Total": 2750 - }, - { - "ProductName": "HD Video Player", - "ProductPrice": 220, - "ProductUnits": 10, - "Discount": 200, - "Total": 2000 - } - ], - "ShippingAmount": 375, - "TotalAmount": 12175 - } - ``` - -The following image illustrates the main report's **Preview**: - -![Main Report Preview](../../../images/eurd-web-pdfcontent-embedded-mode-main-report-preview.png) - -## Create a Report with PDF Content - -1. Create a new blank report. Remove the report's margins. - - ![Add a New Blank Report and Remove Margins](../../../images/eurd-web-create-report-with-pdf-content-add-new-blank-report-and-remove-margins.png) - -2. Drop the [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) control from the **Toolbox** onto the *Detail* band. - - ![Drop the PDF Content Control Onto the Detail Band](../../../images/eurd-web-create-report-with-pdf-content-drop-xrpdfcontent-control-onto-detail-band.png) - -3. Select the control, navigate to the [Properties panel](../report-designer-tools/ui-panels/properties-panel.md), click **Source** or **Source URL** property's ellipsis button, and select PDF file. In this demo, we use the following PDF specification: [Specification.pdf](https://github.com/DevExpress-Examples/DataSources/blob/master/Specification.pdf). - - ![Specify PDF File Source](../../../images/eurd-web-create-report-with-pdf-content-specify-pdf-file-source.png) - -4. Disable the control's **Generate Own Pages** property. Adjust the control size to make PDF content fit the entire *Detail* band. For this, set the *Detail* band's **Height** to *1095* and the control's **Width** and **Height** to *849* and *1095*. - - ![Make PDF Content Fit the Entire Detail Band](../../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-fit-entire-detail-band.png) - -5. [Bind](../bind-to-data/bind-a-report-to-json-data.md) the report to the JSON data below and set the report's **Data Member** property to *OrderItems*. - - ``` - { - "InvoiceNumber": 241756, - "OrderDate": "2018-04-23T18:25:43.511Z", - "Customer": { - "Name": "Walters", - "HomeOffice_Line": "200 Wilmot Rd", - "HomeOffice_City": "Deerfield", - "HomeOffice_StateName": "IL", - "HomeOffice_ZipCode": "60015" - }, - "Store": { - "Address_City": "Anaheim", - "Address_Line": "1720 W La Palma Ave", - "Address_StateName": "CA", - "Address_ZipCode": "83709" - }, - "Employee": { - "FullName": "Harv Mudd" - }, - "PONumber": "122023", - "ShipMethod": 0, - "OrderTerms": "15 Days", - "OrderItems": [ - { - "ProductName": "SuperLED 42", - "ProductPrice": 1050, - "ProductUnits": 2, - "Discount": 50, - "Total": 2050 - }, - { - "ProductName": "SuperLED 50", - "ProductPrice": 1100, - "ProductUnits": 5, - "Discount": 500, - "Total": 5000 - }, - { - "ProductName": "Projector PlusHD", - "ProductPrice": 600, - "ProductUnits": 5, - "Discount": 250, - "Total": 2750 - }, - { - "ProductName": "HD Video Player", - "ProductPrice": 220, - "ProductUnits": 10, - "Discount": 200, - "Total": 2000 - } - ], - "ShippingAmount": 375, - "TotalAmount": 12175 - } - ``` - -6. Place two [labels](../use-report-elements/use-basic-report-controls/label.md), a [line](../use-report-elements/draw-lines-and-shapes/draw-lines.md), and a [picture box](../use-report-elements/use-basic-report-controls/picture-box.md) on the PDF page header as shown below: - - ![Add Controls to Page Header](../../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-add-controls-to-page-header.png) - - Use the following locations and sizes: - - | Control Name | Location | Size | - | --- | --- | --- | - | label1 | 105, 94 | 280, 44 | - | label2 | 105, 138 | 118, 30 | - | line1 | 105, 69 | 687, 20 | - | pictureBox1 | 647, 24 | 145, 45 | - -7. Set the line's **Width** and **Fore Color** to *2* and orange (*rgb(255,165,0)*) respectively. Assign the following image to the picture box's **Image Source** property: - - ![DevAV Icon](../../../images/devav.png) - - Set the image's **Sizing** property to *Stretch Image*. - - Make the label1's font bold. Set up label appearance as shown in the table below: - - | Control Name | Font | Font Size | Text Property's Expression | Text Format String | - | --- | --- | --- | --- | --- | - | label1 | Segoe UI | 21 | *ProductName* | - | - | label2 | Segoe UI | 12 | *ProductPrice* | {0:$0} | - - ![Bind Labels to Data](../../../images/eurd-web-create-report-with-pdf-content-make-pdf-content-bind-labels-to-data.png) - - To display a product name and price of each order item on a corresponding PDF file page, set the PDF Content **Page Range** property's [expression](../use-expressions.md) to *[DataSource.CurrentRowIndex] + 1*. - -8. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the PDF page footer. Use the following settings for this control: - - | Location | Size | Font | Font Size | Text Alignment | Text Format String | - | --- | --- | --- | --- | --- | --- | - | 0, 1045 | 849, 50 | Segoe UI | 12 | Middle Center | Page {0} of {1} | - - ![Add Page Numbers](../../../images/eurd-web-create-report-with-pdf-content-add-page-numbers.png) - -Open **Preview** to show the result. The image below shows the report's first page: - -![Final Report Preview](../../../images/eurd-web-create-report-with-pdf-content-preview.png) - -## Add the Report with PDF Content to the Main Report - -1. Add a footer to the main report. - - ![Add Report Footer](../../../images/eurd-web-create-report-with-pdf-content-add-report-footer.png) - -2. Add the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control to the footer. Assign the report with PDF content to the control's **Report Source URL** property. Enable the control's **Generate Own Pages** property. - - ![Add the Subreport](../../../images/eurd-web-create-report-with-pdf-content-add-subreport.png) - -3. Add the [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) control to the report's **Bottom Margin** band. Set the control's **Text Alignment** propery to *Middle Center* and the **Text Format String** property to *Page {0} of {1}*. - - ![Add Page Numbers to Main Report](../../../images/eurd-web-create-report-with-pdf-content-add-page-number-to-main-report.png) - -Open **Preview** to show the result. - -![Final Report Page 1](../../../images/eurd-web-create-report-with-pdf-content-final-report-page1.png) - -![Final Report Page 2](../../../images/eurd-web-create-report-with-pdf-content-final-report-page2.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/reports-with-visual-pdf-signature.md b/reporting-for-web/articles/report-designer/create-reports/reports-with-visual-pdf-signature.md deleted file mode 100644 index 5b9e37c820..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/reports-with-visual-pdf-signature.md +++ /dev/null @@ -1,53 +0,0 @@ ---- -title: Reports with a Visual PDF Signature -author: Eugene Polevikov ---- -# Reports with a Visual PDF Signature - -This tutorial describes how to create a report with a visual PDF signature. - -![](../../../images/pdf-signature-report-result-after-sign-lower.png) - -## Create a Report Layout - -1. Drop the **Rich Text** control from the report controls Toolbox tab onto the **Detail** band. - - ![](../../../images/pdf-signature-report-drop-rich-text.png) - -2. Double-click the control and insert the [DevExpress Website Terms of Use](https://www.devexpress.com/aboutus/legal.xml) text. - - ![](../../../images/pdf-signature-report-add-data-to-rich-text.png) - -3. Select the **Detail** band. From the context menu, select the **Insert Report Footer Band** command. Enable the footer band's **Print at Bottom** property. - - ![](../../../images/pdf-signature-report-add-report-footer.png) - -4. Drop the **Pdf Signature** control from the report controls Toolbox tab onto the **Report Footer** band. - - ![](../../../images/pdf-signature-report-add-pdf-signature.png) - -5. Place the **Label** control to the left of the **Pdf Signature** control and add the following text: _I have read and accept this Website Terms of Use statement_. - - ![](../../../images/pdf-signature-report-add-xr-label-and-line.png) - -Open **Preview** to show the result. - -![](../../../images/pdf-signature-report-result-before-sign.png) - -## Export and Sign the Report - -You can sign a report with a visual signature on export to PDF if an application contains an available signature. To sign the report on export, select a signature from the **Signature** drop-down list in [PDF Export Options](../../document-viewer/exporting/pdf-specific-export-options.md). - -You can also sign the exported document in a PDF editor. To do this, follow the steps below: - -1. In **Preview**, expand the list with export formats and select **PDF**. - - ![](../../../images/pdf-signature-report-sign-1.png) - -2. Open the exported document in a PDF editor and sign it. - - ![](../../../images/pdf-signature-report-sign-2.png) - -Save and reopen the document to show the final result. - -![](../../../images/pdf-signature-report-result-after-sign.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/table-reports.md b/reporting-for-web/articles/report-designer/create-reports/table-reports.md deleted file mode 100644 index 6bbb81df7c..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/table-reports.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Table Reports -author: Anna Vekhina ---- -# Table Reports - -This tutorial describes how to create a data-bound report that displays information in a tabular format. Table reports should not be confused with hierarchical [master-detail reports](master-detail-reports-with-detail-report-bands.md), nor with [cross-tab reports](cross-tab-reports.md). - -![](../../../images/eurd-web-table-report-result.png) - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -2. [Bind the report](../bind-to-data.md) to a required data source. - -3. Add the [Page Header](../introduction-to-banded-reports.md) band to the report to print the column headers at the top of every document page. To do this, select the **Insert Page Header** Band command from the report's context menu. - - ![](../../../images/eurd-web-table-report-insert-page-header.png) - -4. Switch to the [Field List](../report-designer-tools/ui-panels/field-list.md), select data fields, hold `Shift` when you drag fields and drop them onto the report design area. This creates a data table with data field names. - - ![](../../../images/eurd-web-table-report-add-static-captions.png) - -5. To provide dynamic content to the report, select data fields and drop them onto the Detail band in the Field list. - - ![](../../../images/eurd-web-table-report-add-dynamic-content.png) - - This creates a table with the same number of cells as the number of fields selected with each cell bound to the appropriate data field. - -6. Click an empty place on the report's surface and draw a rectangle around the table to select it. - - ![](../../../images/eurd-web-table-report-select-both-tables.png) - - Alternatively, you can select one cell and press `Esc` to move one level up and select an entire row. - -7. Expand the **Appearance** category and specify the **Font**, **Text Alignment**, and **Borders** properties to customize table appearance. - - ![](../../../images/eurd-web-table-report-set-up-appearance.png) - -8. Define a currency format for the **UnitPrice** cell. Select the cell and click the **Text Format String** property's ellipsis button. Select the appropriate format in the invoked **Format String Editor** editor and click **OK**. - - ![](../../../images/eurd-web-table-report-format-string.png) - -9. To further improve table readability, you can apply different visual styles to odd and even rows. See [Report Visual Styles](../customize-appearance/report-visual-styles.md) to learn more. - - ![](../../../images/eurd-web-table-report-odd-even-styles.png) - - See the [Use Tables](../use-report-elements/use-tables.md) section to learn how to add or remove table rows and cells, and how to convert table cells to separate label controls. - - -Switch to [Print Preview](../preview-print-and-export-reports.md) to see the generated report. - -![](../../../images/eurd-web-table-report-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/create-reports/vertical-reports.md b/reporting-for-web/articles/report-designer/create-reports/vertical-reports.md deleted file mode 100644 index cb77c919f0..0000000000 --- a/reporting-for-web/articles/report-designer/create-reports/vertical-reports.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Vertical Reports -author: Anna Vekhina ---- -# Vertical Reports - -This tutorial describes how to use vertical bands to create a report where record fields are arranged vertically and data records are printed horizontally. - -![](../../../images/eurd-web-vertical-reports-result.png) - -# Design a Report in Report Wizard - -1. [Create a new report](../add-new-reports.md) or [open an existing one](../open-reports.md). - -1. Open the Web Report Designer's menu. Select **Design in Report Wizard**. - - ![](../../../images/eurd-web-vertical-reports-menu.png) - -1. In the invoked Report Wizard, select **Vertical Report** and click **Next**. - - ![](../../../images/eurd-web-vertical-reports-wizard-1.png) - -1. Select a data source for the report. - - ![](../../../images/eurd-web-vertical-reports-wizard-2.png) - -1. Select queries and data fields to include in the report. Add summary fields. - - ![](../../../images/eurd-web-vertical-reports-wizard-3.png) - - - Select data fields: - ![](../../../images/eurd-web-vertical-reports-wizard-3-data-fields.png) - - Add summary fields: - ![](../../../images/eurd-web-vertical-reports-wizard-3-summary-fields.png) - -1. Specify page settings (Landscape orientation) and set the title (Profit and Loss). - - ![](../../../images/eurd-web-vertical-reports-wizard-4.png) - -1. Click **Finish** to open the generated report in the Report Designer. - - ![](../../../images/eurd-web-vertical-reports-layout.png) - -The wizard adds report controls to the following [bands](../../report-designer/introduction-to-banded-reports.md): - -- **Vertical Header band** - Contains a table with a single column that displays data field headers. -- **Vertical Details band** - Contains a table with a single column that is printed as many times as there are records in the report's data source. -- **Vertical Total band** - Contains a table with a single column that has as many labels in cells as there are summary functions you specified for each field in the Report Wizard. - -Switch to the Preview mode to see the result. - -![](../../../images/eurd-web-vertical-reports-result.png) - -> [!Tip] -> You can create a vertical report without using the Report Wizard. Click **Insert Vertical Header Band** from the report's context menu. -> -> Refer to the [Introduction to Banded Reports](../../report-designer/introduction-to-banded-reports.md#vertical-bands) topic for more information. - -## Set Vertical Table Options - -You can set the following options to modify the vertical table: - -* Set the Vertical Header band's **Repeat Every Page** property to false to display field headers once - on the first report page. - - ![](../../../images/eurd-web-vertical-reports-repeat-every-page.png) - -* Set the Vertical Detail band's **Band Layout** property to **Across Then Down** to print the data records that do not fit a page on the same page, otherwise, they are printed on the next page. - - ![](../../../images/eurd-web-vertical-reports-band-layout.png) - -* Add a field to the **Sort Fields** group to sort the report's data. - - ![](../../../images/eurd-web-vertical-reports-sort-fields.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/customize-appearance/appearance-properties.md b/reporting-for-web/articles/report-designer/customize-appearance/appearance-properties.md deleted file mode 100644 index 36e13ab203..0000000000 --- a/reporting-for-web/articles/report-designer/customize-appearance/appearance-properties.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Appearance Properties -author: Anna Vekhina ---- -# Appearance Properties - -This document describes the purpose and implementation of the appearance properties - a special set of properties that allow you to customize the appearance of a report or any of its elements. - -## Properties Overview - -Every report element ([control](../use-report-elements.md) or [band](../introduction-to-banded-reports.md)), and a report itself, has a set of properties that specify its appearance. They are listed in the following table. - -| Property name | Description | -|---|---| -| **BackgroundColor** | Gets or sets a background color to a report element and its child controls. | -| **BorderColor** | Gets or sets a border color to a report element and its child controls. | -| **BorderDashStyle** | Gets or sets a border dash style to a report element and its child controls. | -| **Borders** | Gets or sets borders (top, right, bottom,left), which should be visible for a report element and its child controls. | -| **BorderWidth** | Gets or sets a border width to a report element and its child controls. | -| **Font** | Gets or sets the font options (its name, size, etc.) to a report element and its child controls. | -| **ForegroundColor** | Gets or sets the foreground color to a report element and its child controls. | -| **Padding** | Gets or sets the indent values which are used to render the contents of a report element and its child controls. | -| **TextAlignment** | Gets or sets the text alignment to a report element and its child controls. | - -## Access Appearance Properties - -Use the Report Designer's [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel to access the appearance properties. - -![](../../../images/eurd-web-appearance-properties-in-properties-panel.png) - -## Property Value Inheritance - -By default, appearance properties for every control or a band are set to empty values, which means that their real values are obtained from a control's parent, or a parent of its parent and so on. - -![](../../../images/eurd-web-appearance-properties.png) - -> [!NOTE] -> The appearance properties may not be used by all descendants of the current report element for which they are defined. For example, the **PageBreak** element ignores the **BackColor** property. - -To reset values of these properties, click the ![](../../../images/eurd-web-reset-property-value.png) button to the right of the editor, and in the invoked popup menu, select **Reset**. Then, the control's actual appearance will be determined by the appropriate properties settings of its parent. - -![](../../../images/eurd-web-appearance-properties-reset.png) - -If a report element has a [style](report-visual-styles.md) assigned to it, the priority of the properties defined by this style is determined by the **StylePriority** property. Note that when a [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) is involved, the appearance it defines is of greater priority than the properties described above. diff --git a/reporting-for-web/articles/report-designer/customize-appearance/report-visual-styles.md b/reporting-for-web/articles/report-designer/customize-appearance/report-visual-styles.md deleted file mode 100644 index e8a4282c36..0000000000 --- a/reporting-for-web/articles/report-designer/customize-appearance/report-visual-styles.md +++ /dev/null @@ -1,65 +0,0 @@ ---- -title: Report Visual Styles -owner: Anna Vekhina ---- -# Report Visual Styles - -This topic describes how to combine [appearance properties](appearance-properties.md) into styles and apply them to report elements. - -## Create a Report Style - -Use the following approaches to create a visual style in your report: - -- **Use the Properties Panel** - - Expand the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel's **Styles** category, click the drop-down list for the **Style** property and select **Create a New Style**. - - ![](../../../images/eurd-web-styles-properties-panel.png) - -- **Use the Report Explorer** - - Switch to the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click the plus button ![](../../../images/eurd-web-styles-create.png) to add a new report visual style. - - ![](../../../images/eurd-web-styles-in-report-explorer-add.png) - - To access the collection of added report visual styles, expand the **Styles** category in the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). - - -## Assign a Style to a Report Element - -Drag a report style from the Report Explorer onto a report control. This assigns the style to the report element's **Style** property. - -![](../../../images/eurd-web-assign-style.png) - - -## Assign Odd and Even Styles - -You can use the **Odd Style** and **Even Style** properties to apply different styles to alternating rows in a report. - -![](../../../images/eurd-web-styleproperty-oddeven.png) - -![](../../../images/eurd-web-use-oddevenstyles.png) - -## Customize a Style - -Select a style and click the **Properties** ![](../../../images/eurd-web-styles-edit.png) button in the Report Explorer. - -![](../../../images/eurd-web-edit-style.png) - -This opens the Properties panel where you can adjust the settings of the selected style. All the report elements apply the updated style immediately. - -![](../../../images/eurd-web-customize-style.png) - - - -## Style Inheritance - -Nested elements inherit their parent element's style if they do not have an applied style. - -## Override Styles - -You can specify a different value for a report element's appearance property to override the corresponding property value in the report element's style. - -> [!NOTE] -> If you apply [conditional formatting](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md), its appearance property values have a higher priority than both the individually specified properties and the style's properties. - diff --git a/reporting-for-web/articles/report-designer/first-look-at-the-report-designer.md b/reporting-for-web/articles/report-designer/first-look-at-the-report-designer.md deleted file mode 100644 index cf5611c719..0000000000 --- a/reporting-for-web/articles/report-designer/first-look-at-the-report-designer.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: First Look at the Report Designer -owner: Anna Vekhina ---- -# First Look at the Report Designer - -![](../../images/eurd-web-report-bands-default-design-time.png) - -The [Design Surface](report-designer-tools/design-surface.md) displays a report's structure and contents. You can use the tools on the Report Designer's panels to design the report: - -- use the [Menu](report-designer-tools/menu.md) to manage and set up reports; - -- drop report controls from the [Toolbox](report-designer-tools/toolbox.md) to the design surface; - -- access report editing commands in the [Main Toolbar](report-designer-tools/toolbar.md); - -- use the [Properties](report-designer-tools/ui-panels/properties-panel.md) panel to set up the report controls; - -- use the [Expressions](report-designer-tools/ui-panels/expressions-panel.md) panel to provide data to the report controls and conditionally shape data; - -- access the report's data source schema in the [Field List](report-designer-tools/ui-panels/field-list.md) panel; - -- access the report's elements in the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel. - diff --git a/reporting-for-web/articles/report-designer/introduction-to-banded-reports.md b/reporting-for-web/articles/report-designer/introduction-to-banded-reports.md deleted file mode 100644 index 949a705210..0000000000 --- a/reporting-for-web/articles/report-designer/introduction-to-banded-reports.md +++ /dev/null @@ -1,113 +0,0 @@ ---- -title: Introduction to Banded Reports -owner: Anna Vekhina ---- -# Introduction to Banded Reports - -## Report Bands - -A report layout consists of bands that contain report controls and define their location on document pages. A blank report contains the following bands: - -- The **Detail Band** displays recurring contents from the report's data source. This band is printed as many times as there are records available in a data source unless you filtered the data. - - Every report must have a detail band, and you cannot delete it. - -- The top and bottom page **Margin bands**. These bands are repeated once on every document page. - -![](../../images/eurd-web-report-bands.png) - -You can also add the following bands: - -- **Report Header** and **Report Footer** - - The **Report Header** is the report's first band (margins are "out-of-page" zones). Use this band to display the report's name, company logo, [date of creation, username](add-extra-information.md), etc. - - The **Report Footer** is placed before the Page Footer and Bottom Margin on the report's last page. You can use the Report Footer band for report [summaries](shape-report-data/calculate-summaries/calculate-a-summary.md) or conclusions. - -- **Page Header** and **Page Footer** - - These bands are at the top and bottom of every page in a report. They display information that should be printed on every page. - -- **Group Header** and **Group Footer** - - These bands are above and below each [group](shape-report-data/group-and-sort-data.md). - -> [!TIP] -> Only the detail and group bands can be used to display dynamic data source contents. Other bands display titles, summaries, and [extra information](add-extra-information.md). - -The following image illustrates a sample report layout and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel that reflects the report's structure: - -![](../../images/eurd-web-report-bands-basic-layout.png) - -## Add a Detail Band to a Master-Detail Band - -Use the **detail report band** to create hierarchical [master-detail reports](create-reports/master-detail-reports-with-detail-report-bands.md). Detail report bands provide detailed information about each record in the master report's detail band. You can create such reports when master-detail relationships are defined between data source tables: - -![](../../images/eurd-web-report-bands-master-detail-relation.png) - -A detail report band is a separate report (subreport) with its own data source and different bands. A report can have any number of detail reports that can also be nested. - -The following image illustrates a master-detail report and the [Report Explorer](report-designer-tools/ui-panels/report-explorer.md) panel that reflects the report's structure: - -![](../../images/eurd-web-report-bands-subreports.png) - -## Vertical Bands - -You can replace the Detail band with the **Vertical Header**, **Vertical Detail** and **Vertical Total** bands to display record fields vertically and print data records horizontally - from left to right. - -![](../../images/eurd-web-report-vertical-bands-result.png) - -> [!NOTE] -> If your report's Detail band contains report controls, this band and all these controls are lost when you add a vertical band (the same behavior takes place in the opposite situation). - -The following vertical bands are available: - -- **Vertical Header** - - Contains headers of the report's data fields. These headers are arranged one after another in a vertical direction. - -- **Vertical Details** - - Displays recurring contents from the report's data source. This band is printed as many times as there are available records in a data source, unless you filtered the data. The records are displayed one after another in a horizontal direction. - -- **Vertical Total** - - This band is placed at the rightmost position (leftmost when RTL is enabled). You can use the Vertical Total band for report summaries or conclusions. - -![](../../images/eurd-web-report-vertical-bands-design-surface.png) - -> [!TIP] -> See [Vertical Reports](create-reports/vertical-reports.md) for details on how to use vertical bands. - -## Create Band Copies - -You can create functional copies of a band, for example, to display different contents based on a specific condition. To do this, add **sub-bands** to bands. - -![](../../images/eurd-web-report-bands-basic-layout-sub-bands.png) - -> [!TIP] -> See [Laying out Dynamic Report Contents](shape-report-data/lay-out-dynamic-report-content.md) for details on how to specify the location of bands' content on document pages. - -## Manage Report Bands -### Collapse Bands in the Report Designer - -Select a band and click on the band's tab title to collapse or expand the band. - -![](../../images/eurd-web-report-bands-collapsing.png) - -### Hide Bands in the Report Document - - -You can avoid printing a band's content in a document. To do this, set the band's **Visible** property to **false**. Select the band and set this property in the [Properties Panel](report-designer-tools/ui-panels/properties-panel.md). - -![](../../images/eurd-web-report-bands-hiding.png) - -### Remove Bands - -Select a band on the report design surface and press DELETE. This removes the band and all its content. - -### Add Bands - -To add a band, select the report or any of its bands on Designer Surface, right-click to invoke the context menu and select a band. - -![](../../images/eurd-web-report-bands-add-bands.png) diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/anchor-controls.md b/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/anchor-controls.md deleted file mode 100644 index bd2c571f45..0000000000 --- a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/anchor-controls.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Anchor Controls -author: Anna Vekhina ---- -# Anchor Controls - -You can anchor a control to the top, bottom, or both edges of its parent container using the **Anchor Horizontally** and **Anchor Vertically** properties. - -![](../../../images/eurd-web-anchor-horizontally-property.png) - -* **Anchor Horizontally = None** - - ![](../../../images/eurd-web-anchor-horizontally-none.png) - -* **Anchor Horizontally = Right** - - ![](../../../images/eurd-web-anchor-horizontally-right.png) - -* **Anchor Horizontally = Both** - - ![](../../../images/eurd-web-anchor-horizontally-both.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/keep-content-together.md b/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/keep-content-together.md deleted file mode 100644 index 77af5fa582..0000000000 --- a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/keep-content-together.md +++ /dev/null @@ -1,22 +0,0 @@ ---- -title: Keep Content Together -author: Anna Vekhina ---- -# Keep Content Together - -You can choose whether a control's content can be split across several pages using its **Keep Together** property. - -![](../../../images/eurd-web-keep-together-property.png) - -| **Keep Together = No** | **Keep Together = Yes** | -|---|---| -| ![](../../../images/eurd-web-keep-together-false.png) | ![](../../../images/eurd-web-keep-together-true.png) | - -Enabling this property for a single control makes the same band's controls behave like this option is enabled. - -Use the band's **Keep Together** property to enable this feature for all controls within a specific band. - -> [!NOTE] -> This feature is not available for the [Chart](../use-report-elements/use-charts.md), [Sparkline](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) and [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) controls. - -In a master-detail report, you can print the detail band on the same page as the detail report band using the detail band's **Keep Together with Detail Reports** property. diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md b/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md deleted file mode 100644 index 0f0de67668..0000000000 --- a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Maintain the Band Location on a Page -author: Anna Vekhina ---- - -# Maintain the Band Location on a Page - -Use the [Group and Report Footer](../introduction-to-banded-reports.md)'s **Print at Bottom** property to choose whether these bands should appear at the bottom of a page or immediately after the previous band. - -![](../../../images/eurd-web-print-at-bottom-property.png) - -| **Print at Bottom = No** | **Print at Bottom = Yes** | -|---|---| -| ![](../../../images/eurd-web-print-at-bottom-false.png) | ![](../../../images/eurd-web-print-at-bottom-true.png) | - - -Use the Page Header and Footer's **Print On** property to avoid printing these bands on the same page with a Report Header and/or Footer. - -![](../../../images/eurd-web-print-on-property.png) - -* **Print On = All Pages** - - ![](../../../images/eurd-web-print-on-all-pages.png) - -* **Print On = Not With Report Header** - - ![](../../../images/eurd-web-print-on-not-with-report-header.png) - -Use the Group Header and Footer's **Repeat Every Page** property to repeat these bands on every page. - -![](../../../images/eurd-web-repeat-every-page-property.png) - -* **Repeat Every Page = No** - - ![](../../../images/eurd-web-repeat-every-page-false.png) - -* **Repeat Every Page = Yes** - - ![](../../../images/eurd-web-repeat-every-page-true.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md b/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md deleted file mode 100644 index fdd8d9929e..0000000000 --- a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Maintain the Size and Content of Data-Bound Controls -author: Anna Vekhina ---- -# Maintain the Size and Content of Data-Bound Controls - -Use the control's **Can Grow** and **Can Shrink** properties to make a data-bound control automatically adjust its height to its contents. - -![](../../../images/eurd-web-can-grow-can-shrink-properties.png) - -| **Can Grow = No** | **Can Grow = Yes** | -|---|---| -| ![](../../../images/eurd-web-can-grow-false.png) | ![](../../../images/eurd-web-can-grow-true.png) | - -| **Can Shrink = No** | **Can Shrink = Yes** | -|---|---| -| ![](../../../images/eurd-web-can-shrink-false.png) | ![](../../../images/eurd-web-can-shrink-true.png) | - -> [!NOTE] -> This feature does not work with [anchoring](anchor-controls.md) enabled, as well as for labels that are used to display [summary function results](../shape-report-data/calculate-summaries/calculate-a-summary.md). - -Use the **Auto Width** property to make a data-bound [Label](../use-report-elements/use-basic-report-controls/label.md) or [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) automatically adjust its width to its content. This option behavior depends on the control's current horizontal alignment (**Text Alignment** property value). - -* **Text Alignment = Left** - - ![](../../../images/eurd-web-label-auto-width-left-align.png) - -* **Text Alignment = Right** - - ![](../../../images/eurd-web-label-auto-width-right-align.png) - -* **Text Alignment = Center** - - ![](../../../images/eurd-web-label-auto-width-center-align.png) - -The control's **Word Wrap** property allows you to make a control display its contents in multiple lines when it does not fit into the control's dimensions. - -| Auto Width = No, Word Wrap = No | Auto Width = No, Word Wrap = Yes | -|---|---| -| ![](../../../images/eurd-web-auto-width-false-word-wrap-false.png) | ![](../../../images/eurd-web-auto-width-false-word-wrap-true.png) | - -| Auto Width = Yes, Word Wrap = No | Auto Width = Yes, Word Wrap = Yes | -|---|---| -| ![](../../../images/eurd-web-auto-width-true-word-wrap-false.png) | ![](../../../images/eurd-web-auto-width-false-word-wrap-true.png) | - - -You can also use the opposite **Text Fit Mode** property to adjust a label or table cell's font size to fit the control's bounds. Images below show how the **Text Fit Mode** property affects the label's font size. - -![](../../../images/eurd-web-label-text-fit-mode-property.png) - -| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | -|---|---|---|---| -| ![](../../../images/eurd-web-label-text-fit-mode-none.png) | ![](../../../images/eurd-web-label-text-fit-mode-grow-only.png) | ![](../../../images/eurd-web-label-text-fit-mode-shrink-only.png) | ![](../../../images/eurd-web-label-text-fit-mode-shrink-and-grow.png) | - -This property is not available in the following cases: - -* The **Can Grow**, **Can Shrink** or **Auto Width** option is enabled; -* The label's **Angle** property is specified; -* The control's **Anchor Horizontally** or **Anchor Vertically** property is set to **Both**. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/suppress-controls.md b/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/suppress-controls.md deleted file mode 100644 index 5e2abe70c5..0000000000 --- a/reporting-for-web/articles/report-designer/lay-out-dynamic-report-content/suppress-controls.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Suppress Controls -author: Anna Vekhina ---- -# Suppress Controls - -## Avoid Duplicated and Empty Values - -When identical or null values appear in a report's data source, you can suppress these values in a report using the following properties: - -* **Process Duplicates Mode** - - Specifies how to process report controls with identical values (leave them as is, merge, suppress, or suppress and shrink). - -* **Process Null Values** - - Specifies how to process report controls receiving null values from a data source (leave them as is, suppress, or suppress and shrink). - -* **Process Duplicates Target** - - Specifies whether to process duplicate the control's **Text** or **Tag** property values. - -![](../../../images/eurd-web-proccess-duplicates-properties.png) - -These properties are available for the following controls: - -* [Barcode](../use-report-elements/use-bar-codes.md) -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) -* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) -* [Table Cell](../use-report-elements/use-tables.md) -* [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) - -## Conditionally Suppress a Control - -You can suppress a control when a specified logical condition is met by specifying the required **Visible** property expressions as described in the [Conditionally Suppress Controls](../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) topic. - -In this case, a space remains in the band at the control's location. You can avoid this by placing these controls onto an [Panel](../use-report-elements/use-basic-report-controls/panel.md) and setting its **Can Shrink** property to **true**. - -![](../../../images/eurd-web-panel-can-shrink-property.png) - -For this feature to work correctly, consider the following: - -* Specify the **Visible** property's expression to the controls in the panel (and not to the panel itself). -* Do not assign borders to the panel container. Otherwise, they are printed when the panel's content is suppressed. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/localize-reports.md b/reporting-for-web/articles/report-designer/localize-reports.md deleted file mode 100644 index 99cf0a1649..0000000000 --- a/reporting-for-web/articles/report-designer/localize-reports.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Localize Reports -author: Sergey Andreev ---- - -# Localize Reports - -The Report Designer enables you to localize a report for different languages and cultures and save localized values to the report file. - -## Use Properties Panel - -Perform the following actions to localize a report: - -1. Specify a report language other than _Default_: - - ![](../..//images/eurd-localize-report-web-forms-panel-set-language.png) - - The **Language** drop-down list contains all available locales. The report's languages are highlighted in bold. - -2. Change the controls' property values. You can move and resize a control. - - ![](../../images/eurd-localize-report-web-forms-change-content.png) - -3. Save the report. - -When you load a localized report, use the **Language** drop-down list to switch to the localized version. - -## Use Localization Editor - -The [Localization Editor](report-designer-tools/localization-editor.md) allows you to change text strings in the report and expedite the translation process. - -![](../../images/eurd-localize-report-web-forms-language-editor.png) diff --git a/reporting-for-web/articles/report-designer/merge-reports.md b/reporting-for-web/articles/report-designer/merge-reports.md deleted file mode 100644 index 19d4cdc234..0000000000 --- a/reporting-for-web/articles/report-designer/merge-reports.md +++ /dev/null @@ -1,13 +0,0 @@ ---- -title: Merge Reports ---- -# Merge Reports - -You may have report pages that do not fit within an entire report template in the following cases: - -* [Title pages or custom pages at the end of the report](merge-reports/add-a-report-to-the-end-beginning.md); -* [Charts within a table report](merge-reports/use-data-driven-page-sequence.md); - -You can create pages in a separate report and merge them into your base report. This enables you to print and export merged pages as a single document, and preserve the original report page settings and orientation. - -![report-merging](../../images/eurd-report-merging.png) diff --git a/reporting-for-web/articles/report-designer/merge-reports/add-a-report-to-the-end-beginning.md b/reporting-for-web/articles/report-designer/merge-reports/add-a-report-to-the-end-beginning.md deleted file mode 100644 index 30440daef0..0000000000 --- a/reporting-for-web/articles/report-designer/merge-reports/add-a-report-to-the-end-beginning.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Add a Report to the End/Beginning -owner: Sergey Andreev ---- - -# Add a Report to the End/Beginning - -Follow the steps below to add a separate report to the end of another report and print it as a single job. - -![xtrareports-merge-endreport-layouts](../../../images/eurd-merge-endreport-layouts.png) - -1. From the context menu, select the **Insert Report Footer Band**. - - ![toolbox-drop-report-control-label](../../../images/eurd-merge-add-report-footer.png) - -2. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the created Report Footer band. - - ![toolbox-drop-report-control-label](../../../images/eurd-merge-add-subreport-2.png) - - > [!Tip] - > To add a report to the beginning of another report (for instance, to add a title page), use the **Report Header** band instead. -3. In the Subreport's **Tasks** group, set the **Report Source Url** parameter to the report that you want to insert. - - ![xtrareports-add-subreport](../../../images/eurd-merge-configure-subreport-2.png) - -4. Enable the **Generate Own Pages** option in the Subreport's **Behavior** group to print the embedded report on separate pages and use its own page settings. - - ![xtrareports-subreport-enable-generateownpages](../../../images/eurd-merge-enable-generateownpages-2.png) - -5. Switch to Preview mode to see the combined report. - - ![title-report-page-result](../../../images/eurd-merge-endreport-result.png) diff --git a/reporting-for-web/articles/report-designer/merge-reports/use-data-driven-page-sequence.md b/reporting-for-web/articles/report-designer/merge-reports/use-data-driven-page-sequence.md deleted file mode 100644 index 2c7e3a6f2f..0000000000 --- a/reporting-for-web/articles/report-designer/merge-reports/use-data-driven-page-sequence.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: 'Use Data-Driven Page Sequence' -owner: Sergey Andreev ---- - -# Use Data-Driven Page Sequence - -This topic describes how to combine a table report that uses Portrait page orientation and a chart report that uses Landscape page orientation. - -![eurd-merge-reports](../../../images/eurd-merge-reports.png) - -Follow the steps below to create a combined report: - -## Create a Chart Report - -1. Create a report that shows data in the chart form. [Bind](../bind-to-data/bind-a-report-to-a-database.md) the report to a data source. Set the report's **Landscape** property to **true** to enable the Landscape page orientation. - - ![eurd-merge-chart-report](../../../images/eurd-merge-chart-report.png) - -1. Add a parameter to your chart report to identify which data to use for the chart. Switch to the **Field List** tab and click the **Parameters** node's plus button. - - ![eurd-fieldlist-addparameter](../../../images/eurd-fieldlist-addparameter.png) - -1. Click the created parameter's edit button and set its **Name** and **Type**, and uncheck the **Visible** option. - - ![eurd-report-param](../../../images/eurd-report-param.png) - -1. Switch to the report's **Properties** tab. Click the **Filter String** option's ellipsis button. - - ![eurd-report-filterstring](../../../images/eurd-report-filterstring.png) - -1. In the [Filter Editor](../shape-report-data/filter-data/filter-data-at-the-report-level.md) dialog, construct an expression to compare the key data field to the created parameter. - - ![eurd-report-param-2](../../../images/eurd-report-param-2.png) - -1. Save the report. - -## Create the Base Report - -1. Create a report [bound](../bind-to-data/bind-a-report-to-a-database.md) to the same data source as the chart report, and arrange a layout like the one shown below: - - ![xtrareports-create-report](../../../images/eurd-merge-products-report-layout.png) - -2. Invoke the context menu and and click **Insert Group Footer Band**. - - ![eurd-merge-add-group-footer](../../../images/eurd-merge-add-group-footer.png) - -3. Drag a [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) item from the Toolbox onto the added group footer band. - - ![xtrareports-add-subreport](../../../images/eurd-merge-add-subreport.png) - -4. Select the subreport control. In the **Subreport Tasks** group, set the **Report Source Url** parameter to the chart report. - - ![xtrareports-add-subreport](../../../images/eurd-merge-configure-subreport.png) - -5. Enable the **Generate Own Pages** option to print the embedded report on separate pages and use its own page settings. - - ![xtrareports-subreport-enable-generateownpages](../../../images/eurd-merge-enable-generateownpages-2.png) - -6. Bind the subreport's parameter used as a filter criterion to the master report's data field that serves as a source of the parameter value. Expand the **Data** category, select the **Parameter Bindings** section and add a new parameter binding. In the binding properties list, specify the data field to bind a subreport parameter to, and the parameter you want to bind. - - ![xtrareports-add-subreport](../../../images/eurd-merge-subreport-add-parameter.png) - -7. Switch to Preview mode to see the combined report. - - ![xtrareports-merge-reports](../../../images/eurd-merge-reports.png) - -Your base report's **Table of Contents** and **Document Map** include bookmarks from the embedded report. Use the **Parent Bookmark** property to specify the nesting level for the embedded report's bookmarks. diff --git a/reporting-for-web/articles/report-designer/open-reports.md b/reporting-for-web/articles/report-designer/open-reports.md deleted file mode 100644 index 629cd24cbc..0000000000 --- a/reporting-for-web/articles/report-designer/open-reports.md +++ /dev/null @@ -1,18 +0,0 @@ ---- -title: Open Reports -author: Anna Vekhina ---- -# Open Reports - -Click **Open** in the [menu](report-designer-tools/menu.md) to invoke the **Open Report** dialog. - -![](../../images/eurd-web-open-report.png) - -The dialog displays reports from the report storage. You can enter text in the search field to filter the report list. -Select a report and click **Open**. - -![](../../images/eurd-web-open-report-dialog.png) - -You can use the **Open Report** dialog to search for a report. - -![](../../images/eurd-web-open-report-dialog-search.png) diff --git a/reporting-for-web/articles/report-designer/preview-print-and-export-reports.md b/reporting-for-web/articles/report-designer/preview-print-and-export-reports.md deleted file mode 100644 index 1a6a5ae251..0000000000 --- a/reporting-for-web/articles/report-designer/preview-print-and-export-reports.md +++ /dev/null @@ -1,52 +0,0 @@ ---- -title: Preview, Print and Export Reports -author: Anna Vekhina ---- -# Preview, Print and Export Reports - -## Preview a Report -To switch a report to the print preview mode, click the **Preview** button on the [toolbar](report-designer-tools/toolbar.md). You will see your report populated with data and broken down into pages. - -![](../../images/eurd-web-preview.png) - -> [!NOTE] -> To learn more about the options available in the print preview mode, refer to the [Document Viewer](../document-viewer.md) section of this documentation. - - -## Print a Report - -When in the Preview mode, you can use toolbar commands to print out your report. - -![](../../images/eurd-web-print.png) - -## Export a Report -When in the Preview mode, you can export your report to files in different formats. - -![](../../images/eurd-web-export.png) - - -The following documents describe the basics of report exporting and format-specific export options. -* [Export a Document](../document-viewer/exporting/export-a-document.md) -* [CSV-Specific Export Options](../document-viewer/exporting/csv-specific-export-options.md) -* [HTML-Specific Export Options](../document-viewer/exporting/html-specific-export-options.md) -* [Image-Specific Export Options](../document-viewer/exporting/image-specific-export-options.md) -* [MHT-Specific Export Options](../document-viewer/exporting/mht-specific-export-options.md) -* [PDF-Specific Export Options](../document-viewer/exporting/pdf-specific-export-options.md) -* [RTF-Specific Export Options](../document-viewer/exporting/rtf-specific-export-options.md) -* [Text-Specific Export Options](../document-viewer/exporting/text-specific-export-options.md) -* [XLS-Specific Export Options](../document-viewer/exporting/xls-specific-export-options.md) -* [XLSX-Specific Export Options](../document-viewer/exporting/xlsx-specific-export-options.md) -* [DOCX-Specific Export Options](../document-viewer/exporting/docx-specific-export-options.md) - -## Hide Report Controls in Documents Exported to Specific Formats - -You can specify the **Can Publish Options** setting in the Properties grid to exclude report controls from certain export formats. - -![CanPublishOptions](../../images/web-can-publish-options-property-grid.png) - -The following image illustrates the resulting XLXS document with and without page information: - -![Resulting XLXS document](../../images/web-can-publish-options-example-image.png) - - - diff --git a/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-down-reports.md b/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-down-reports.md deleted file mode 100644 index 7f4b7a3af2..0000000000 --- a/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-down-reports.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Create Drill-Down Reports -author: Anna Vekhina ---- -# Create Drill-Down Reports - -This tutorial describes how to create a drill-down report. Clicking a link in such a report displays the previously hidden detailed information in the same report: - -![](../../../images/eurd-web-drill-down-report-preview.png) - -Do the following to create a drill-down report: - -1. [Create a master-detail report using Detail Report bands](../create-reports/master-detail-reports-with-detail-report-bands.md). -2. Drop a label onto the report's detail band. Clicking this label should expand or collapse the hidden report details. -3. Select the [detail report band](../introduction-to-banded-reports.md), open the **Behavior** category and expand the drop-down menu for the band's **Drill-Down Control** property in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. - - This menu displays all report controls located in the report band that is one level above the current band. Select the label in the menu to make the label expand or collapse the detail report's band when clicked in the Print Preview. - - ![](../../../images/eurd-web-drilldown-set-drilldown-control.png) - - You can also specify the band's **Drill-Down Expanded** property to define whether or not the band is initially expanded. This property is enabled by default. -4. Select the label and click the **f-button** to invoke the [Expression Editor](../report-designer-tools/expression-editor.md). - - ![](../../../images/eurd-web-drill-down-report-label-smart-tag.png) - - The Expression Editor allows you to enter an expression that displays different text based on the detail report's `DrillDownExpanded` property value. - - ``` - Iif( [ReportItems.Detail1.DrillDownExpanded],'Hide Details' ,'Show Details' ) - ``` - - ![](../../../images/eurd-web-drill-down-report-expression.png) - -5. Preview the report. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-through-reports.md b/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-through-reports.md deleted file mode 100644 index e7cff870d9..0000000000 --- a/reporting-for-web/articles/report-designer/provide-interactivity/create-drill-through-reports.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Create Drill-Through Reports ---- -# Create Drill-Through Reports - -Follow this tutorial to create a _drill-through report_ (a user can click a Category entry to invoke a detail report with Products). This report type keeps the original report compact while still allowing access to more detailed information. - -The tutorial involves two main steps: - -- Add a master-detail relationship between "Categories" and "Products" reports within one project. -- Use detail report parameters to filter records based on the selected category. - -## Add a Master-Detail Relationship between Reports - -Define a master-detail relationship between _Category_ and _Product_ reports within a single project: - -- Select the XRControl's element (**Table Cell** in this example) in the main report. -- Set its **Action** property to **Navigate to Report**. -- Assign the **Report Source URL** property to a detail report instance. - -![Specify the Navigate to Report action](../../../images/web-specify-navigate-to-report-action.png) - -If you switch to **Preview**, you can click on a _Category_ value in the table. The **Preview** window navigates to the detail report that contains all _Product_ entries. The next step explains how to filter this list. - -![Drill-Through report preview](../../../images/web-detail-report-navigation.png) - -You can click "Categories Report" below the Document Viewer toolbar and navigate back to the original report. - -![Breadcrumb navigation](../../../images/web-breadcrumb-control-navigation.png) - -## Specify Parameter Binding to Display Required Data - -You can specify parameters during detail report navigation. Use the **Parameter Bindings** property to limit displayed records (such as products) to a selected category. - -Click the **Parameter Bindings** property and select the detail report parameter. Set **Binding** to the data field or parameter of the original report. In this example, **Binding** is set to the _CategoryID_ field. - -![Specify Parameter Binding](../../../images/web-specify-binding.png) - -Set the following filter string in the detail report to display product records for the selected category. - -![Set filter string](../../../images/web-set-filter-string.png) - -## Result - -Switch to **Preview** and click on a category entry in the master report. The **Preview** navigates to the detail report that displays only products related to the selected category. - -![Drill-Through report](../../../images/web-drill-through-result.png) - - - - diff --git a/reporting-for-web/articles/report-designer/provide-interactivity/edit-content-in-print-preview.md b/reporting-for-web/articles/report-designer/provide-interactivity/edit-content-in-print-preview.md deleted file mode 100644 index 625a7af765..0000000000 --- a/reporting-for-web/articles/report-designer/provide-interactivity/edit-content-in-print-preview.md +++ /dev/null @@ -1,137 +0,0 @@ ---- -title: Edit Content in Print Preview -author: Anna Vekhina ---- -# Edit Content in Print Preview - -This document provides information about interactive document editing in Print Preview that enables you to customize field values directly in a previewed document before printing or exporting it. - -## Content Editing Overview -When content editing is enabled for a report control (either unbound or data-aware), it is possible to customize the corresponding field values in Print Preview. - -To enable content editing for a report control, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. - -![](../../../images/eurd-web-content-editing-enable.png) - -When the **Enabled** property is set to **Yes** and the **ReadOnly** property is set to **No**, the control's content can be edited in Print Preview (clicking a field will invoke the appropriate editor). - -To highlight all editing fields available in a document, click the **Editing Fields** ![](../../../images/eurd-web-eform-editing-fields-button.png) button on the Print Preview toolbar. This button is disabled when there are no such fields in a document. - -![](../../../images/eurd-web-content-editing-fields-highlight-ribbon.png) - -### Content Editing Specifics - -When enabling content editing in your report, consider the following. - -* The changes made to a control's content in Print Preview have no effect on other parts of the document (e.g., the related summary results, grouping, sorting, bookmarks and other settings that have already been processed before generating the document). -* A control's **Can Grow** setting is ignored for editing fields. - - Multi-line values can only be entered when no mask is applied to an editing field. The editing area of a field cannot exceed the original dimensions of a control. -* Values entered into editing fields are reset back to their defaults after refreshing the document (e.g., when submitting [report parameter](../use-report-parameters.md) values and expanding or collapsing data in a [drill-down report](create-drill-down-reports.md)). -* It is impossible to edit content of a control that has its **Drill-Down Control** property specified. -* Field values entered in Print Preview for controls placed onto the Top Margin and Bottom Margin bands are not preserved when the report is exported to TXT or CSV, as well as the following formats as a single file. - - * HTML - * MHT - * RTF - * XLS - * XLSX - * image - -To learn about the specifics of editing different kinds of content, see the following sections in this document. - -* [Text Editors](#text-editors) -* [Character Comb Editors](#character-comb-editors) -* [Check Box Editor](#check-box-editor) -* [Image Editors](#image-editors) - - -## Text Editors -The [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md) and [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) controls can be assigned editors to customize their content in Print Preview. - -To enable content editing for these controls, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. - -![](../../../images/eurd-web-content-editing-enable.png) - -The following editors can be used to customize a field's content in Print Preview. - -* **Default Editor** - - By default, the **Editor Name** property is not specified, and a memo edit is used as a standard editor. - - ![](../../../images/eurd-web-content-editing-memoedit.png) -* **Specific Value Editors** - - You can assign a specific editor to a control using its **Editor Name** property. - - > [!NOTE] - > This option is disabled for the **Character Comb** control. - - ![](../../../images/eurd-web-content-editing-specific-editor.png) - - -> [!NOTE] -> If a table cell contains other controls, its editing is disabled (but not the editing of the controls contained in this cell), which is illustrated in the following image. -> -> ![](../../../images/eurd-web-content-editing-table-cell-container.png) - -## Character Comb Editors - -The **Character Comb** control displays text so that each character is printed in an individual cell. - -![Character Comb](../../../images/eurd-web-character-comb-report-control.png) - -Specify the Character Comb's **Edit Options** | **Editor Name** property to use a text editor, as described in the [Text Editors](#text-editors) section above. - -## Check Box Editor -The [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) control's value can be edited in Print Preview. - -To enable content editing for a check box, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. - -![](../../../images/eurd-web-content-editing-enable-checkbox.png) - -In Print Preview, the control's behavior depends on the **Group ID** setting. - -* When this property is set to **null** or an empty string value, a check box can be switched either to the "checked" or "unchecked" state (the "intermediate" state is not supported) independently on other available check boxes. - - ![](../../../images/eurd-web-content-editing-checkboxe.png) - -* Otherwise, the field editor behaves like a radio button, and editors with the same **Group ID** value belong to a single logical group (i.e., only one option can be selected within a group at a time). - -## Image Editors - -Image editors are used to customize the [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) report control's content in Print Preview. - -To enable content editing for a picture box, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. - -![](../../../images/eurd-web-content-editing-picturebox.png) - -Use the control's **Editor Name** property to assign one of the following image editors. - -* **Image Editor** - - Allows you to load an image and specify the image's size options. - - ![](../../../images/eurd-web-content-editing-image.png) - -* **Signature Editor** - - Allows you to specify brush options and draw a signature. - - ![](../../../images/eurd-web-content-editing-signature.png) - -* **Image and Signature Editor** (default) - - Allows you to load an image and draw a signature. The image's size options and brush options are available. - - ![](../../../images/eurd-web-content-editing-image-and-signature.png) - -All the image editors listed above can include the ![](../../../images/eurd-web-ContentEditing-Image-Reset-Menu-Item.png) menu item. This item is available only when the Picture Box control has an original image. - -## Export Editable Fields to PDF AcroForms - -Enable the report's **Export Options | PDF Export Options | Export Editing Fields to AcroForms** property to export [text fields](#text-editors), [check boxes](#check-box-editor), [character combs](#character-comb-editors), and [image editors](#image-editors) to PDF as editable form fields (**AcroForms**). - -![Export Editing Fields to AcroForms](../../../images/eurd-web-exporteditingfieldstoacroforms.png) - -![Report Preview](../../../images/eurd-web-editing-fields-preview.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/provide-interactivity/sort-a-report-in-print-preview.md b/reporting-for-web/articles/report-designer/provide-interactivity/sort-a-report-in-print-preview.md deleted file mode 100644 index 5cd9d8dc72..0000000000 --- a/reporting-for-web/articles/report-designer/provide-interactivity/sort-a-report-in-print-preview.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Sort a Report in Print Preview -author: Anna Vekhina ---- -# Sort a Report in Print Preview - -This tutorial illustrates how to enable sorting report data in Print Preview. - -![](../../../images/eurd-web-interactive-sorting-groups-result.png) - -In this tutorial, we will start with the following report displaying products [grouped](../shape-report-data/group-and-sort-data/group-data.md) by category names. - -![](../../../images/eurd-web-interactive-sorting-starting.png) - -You can implement interactive sorting for both the detail data and report groups. - -## Sort Report Groups -To enable sorting report groups in Print Preview, select the label displaying product category names located in the **Group Header** band and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. - -![](../../../images/eurd-web-interactive-sorting-for-groups.png) - -Expand the **Behavior** category, select the **Interactive Sorting** section, and set the **Target Band** property to *GroupHeader1*. Set the **Field Name** property to *CategoryName*. - -Switch to the **Preview** tab to sort report groups by the **CategoryName** field. When a mouse pointer hovers over the category name, it changes to a hand indicating the sorting capability. The arrow displayed at the element's right edge indicates the sorting order. - -![](../../../images/eurd-web-interactive-sorting-groups-result.png) - -## Sort Detail Data -To enable sorting data in the Detail band, select the table cell displaying the **Product Name** title and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. - -![](../../../images/eurd-web-interactive-sorting-detail.png) - -Set the **Target Band** property to *Detail* and expand the **Sort Fields** section and add a new sort field to sort detail data by the product name. Set the table cell's **Field Name** property to the _ProductName_ field. - -On switching to the Preview tab, you can now sort data in the Detail band by the **ProductName** field. - -![](../../../images/eurd-web-interactive-sorting-detail-result.png) - -If you provide interactive sorting to multiple fields, clicking another field clears all the previously applied data sorting. Hold the SHIFT key while clicking to preserve the existing sorting settings and thus sort against multiple fields. - -To disable data sorting against a specific field, hold the CTRL key on its caption click. - -> [!NOTE] -> Reports embedded into the current report using the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control do not support interactive data sorting. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/chart-designer.md b/reporting-for-web/articles/report-designer/report-designer-tools/chart-designer.md deleted file mode 100644 index b879a5961a..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/chart-designer.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: Chart Designer -author: Anna Vekhina ---- - -# Chart Designer - -## Chart Designer Overview - -The **Chart Designer** allows you to quickly create and customize [charts](../use-report-elements/use-charts.md) in the [End-User Report Designer](../../report-designer.md). - -![](../../../images/eurd-web-chart-designer.png) - -To invoke the Chart Designer, click the **Run Designer** button over the chart control. - -![](../../../images/eurd-web-chart-control-run-designer-button.png) - -The Chart Designer consists of three main parts that are described below. - -## Chart Structure - -The **Chart Structure** tree enables you to explore and manage a structure of a chart and its elements. - -When you click a chart element in the tree, the designer's **Properties** panel displays settings of this element. - -To create a new series, click the plus ![](../../../images/eurd-web-report-explorer-add-style.png) button for the **Series** collection and select a required series type in the invoked window. - -![](../../../images/eurd-web-chart-designer-add-series-button.png) - -To add elements to other collections (**Titles**, **Legends**, etc.), simply click the plus ![](../../../images/eurd-web-report-explorer-add-style.png) button. - -To delete an element, select it and click the **Remove** ![](../../../images/eurd-web-fieldlist-data-source-delete.png). - -## Chart Layout - -The **Chart Layout** area displays the preview of the created chart. - -![](../../../images/eurd-web-chart-designer-layout.png) - -This part also provides the following buttons: - -| Icon | Description | -|---|---| -|![](../../../images/eurd-web-designer-main-toolbar-undo.png)| Reverses the most recent action. | -|![](../../../images/eurd-web-designer-main-toolbar-redo.png)| Performs the action you have previously undone. | - -##Chart Properties - -The **Properties** panel allows you to view and change settings of a chart and its elements. Changing any property updates the chart layout to display the current state. - -![](../../../images/eurd-web-chart-designer-properties.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard.md b/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard.md deleted file mode 100644 index 52428292b0..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -uid: '400947' -title: Data Source Wizard -owner: Anna Gubareva -seealso: [] ---- -# Data Source Wizard - -The Data Source Wizard enables you to add data sources to a report. - -![](../../../images/eurd-web-data-source-wizard-select-db.png) - -This wizard is available in the Report Designer if corresponding data connections are registered. - -Click the **Add Data Source...** command in the Designer's menu to run the Data Source Wizard. - -![](../../../images/eurd-web-data-source-menu.png) - -On the start page, choose the data source type and click **Next** to proceed: - -* [Specify Data Source Setting (Database)](data-source-wizard/specify-data-source-settings-database.md) if you selected **Database**; -* [Specify Data Source Setting (JSON)](data-source-wizard/specify-data-source-settings-json.md) if you selected **JSON**. -* [Specify Data Source Setting (Object)](data-source-wizard/specify-data-source-settings-object.md) if you selected **Object**. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md b/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md deleted file mode 100644 index 2d935b2ecd..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-database.md +++ /dev/null @@ -1,86 +0,0 @@ ---- -uid: '400950' -title: Specify Data Source Settings (Database) -owner: Anna Gubareva ---- -# Specify Data Source Settings (Database) - -This page appears if you selected **Database** on the start page. - -![](../../../../images/eurd-web-data-source-wizard-choose-a-data-connection.png) - -## Choose a Data Connection - -Select a data connection from the list. - -![](../../../../images/eurd-web-report-wizard-choose-data-connection.png) - -## Choose Queries - -Check tables, views and/or stored procedures to include them in a data source as separated queries. - -![](../../../../images/eurd-web-report-wizard-choose-queries.png) - -You can also check specific data fields. - -![](../../../../images/eurd-web-report-wizard-choose-data-fields.png) - -To join multiple data tables and shape the resulting data, click the **Queries** category's plus button to invoke the [Query Builder](../query-builder.md) and create a custom query. - -![](../../../../images/eurd-web-report-wizard-query-builder.png) - -If you enabled custom SQL queries, the plus button invokes a context menu. You can choose whether to run the Query Builder or Custom SQL Editor. - -![](../../../../images/eurd-web-report-wizard-custom-query-menu.png) - -You can click the ![](../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the query or the ![](../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove the query. - -Once you finished the wizard, the data source becomes available in the [Report Explorer](../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../ui-panels/field-list.md) reflects the data source structure. - -![](../../../../images/eurd-web-report-wizard-queries-result.png) - -## Configure Master-Detail Relationships - -This step is available when you selected several tables or queries. - -To create a master-detail relationship, hover the master table name, click the plus button and choose the detail table. - -![](../../../../images/eurd-web-binding-data-source-wizard-master-detail-relations.png) - -Select the required key fields (columns) to connect tables. - -![](../../../../images/eurd-web-binding-data-source-wizard-master-detail-key-fields.png) - -Click **OK** to close the **Master-Detail Relation Editor**. - -After the wizard is completed, the Field List reflects the master-detail hierarchy. - -![](../../../../images/eurd-web-report-wizard-master-detail-result.png) - -## Configure Query Parameters - -This step is available if you selected a parameterized stored procedure or created a custom query. - -Select a query and click the plus button to add a new parameter. - -![](../../../../images/eurd-web-report-wizard-query-parameters.png) - -Click the ![](../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the parameter or the ![](../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove it. - -You can use the following approaches to specify a parameter value: - -* **Assign a static value** - - Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. - - ![](../../../../images/eurd-web-report-wizard-parameter-static-value.png) - -* **Provide a dynamic parameter value** - - Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked. - - ![](../../../../images/eurd-web-report-wizard-parameter-dynamic-value.png) - - If you design the current report in the wizard, you can map a query parameter to an existing report parameter. To do this, use the **?parameterName** syntax. - - ![](../../../../images/eurd-web-report-wizard-parameter-mapping.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md b/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md deleted file mode 100644 index d9245e3742..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-json.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -uid: '400951' -title: Specify Data Source Settings (JSON) -owner: Anna Gubareva ---- -# Specify Data Source Settings (JSON) - -This page appears if you selected **JSON** on the start page. - -![](../../../../images/eurd-web-report-wizard-json-settings.png) - -## Select an Existing Data Connection - -Select the first option and choose a data connection from the list. - -![](../../../../images/eurd-web-report-wizard-json-existing-data-connection.png) - -## Create a New Data Connection - -Select the second option to create a new connection. - -![](../../../../images/eurd-web-report-wizard-json-new-data-connection.png) - -Specify the connection name and select the JSON source type. - -* **Web Service Endpoint (URI)** - - ![](../../../../images/eurd-web-report-wizard-json-web-service-endpoint.png) - - You can also specify the Web Service Endpoint's request parameters (username and password, path parameters, query parameters, or header parameters). - - ![](../../../../images/eurd-web-report-wizard-json-request-parameters.png) - -* **JSON String** - - ![](../../../../images/eurd-web-report-wizard-json-string.png) - - You can also use the **Upload JSON** button to load content from the selected JSON file. - -## Select Data Fields - -At this step, the wizard shows the JSON schema. Check the data fields you want to include in your report. - -![](../../../../images/eurd-web-report-wizard-json-select-data-fields.png) - -Click **Next** to proceed. - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md b/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md deleted file mode 100644 index d8a3ca4e2c..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/data-source-wizard/specify-data-source-settings-object.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Specify Data Source Settings (Object) -owner: Sergey Andreev ---- -# Specify Data Source Settings (Object) - -This page appears if you selected **Object** on the wizard's start page. - -![](../../../../images/eurd-datasource-wizard-object-datasource.png) - -## Choose an Object - -Select a data object or constructor from the list. If you select a data object, its default constructor is used. - -![](../../../../images/eurd-datasource-wizard-object-datasource-select-object.png) - -## Choose a Data Member - -Select the method that should provide data or select **Entire Object** to bind the report to the object's fields. - -![](../../../../images/eurd-report-wizard-object-datasource-select-member.png) - -## Configure Parameters - -Specify constructor and/or data member parameters, if required. - -![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters.png) - -You can use expressions to provide data source parameter values. Click the ![](../../../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor, or click the parameter's ellipsis button to launch the [Expression Editor](../expression-editor.md). You can use [report parameters](../../use-report-parameters.md) in expressions to specify an input value for a data source parameter. - -![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) - -To return to the value mode, click the ![](../../../../images/eurd-report-wizard-object-datasource-f-button.png) button again. - -![](../../../../images/eurd-report-wizard-object-datasource-configure-parameters-value.png) - -Click **Finish** to close the Data Source Wizard. - -Once you finished the wizard, the data source becomes available in the [Report Explorer](../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../ui-panels/field-list.md) reflects the data source structure. - -![](../../../../images/eurd-report-wizard-object-datasource-result.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/design-surface.md b/reporting-for-web/articles/report-designer/report-designer-tools/design-surface.md deleted file mode 100644 index 921e009fbe..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/design-surface.md +++ /dev/null @@ -1,83 +0,0 @@ ---- -title: Design Surface -author: Anna Vekhina ---- -# Design Surface - -The **Design Surface** displays a report that is being edited in the [Web Report Designer](../../report-designer.md). - -![](../../../images/eurd-web-designer-surface.png) - -## Rulers - -The horizontal and vertical rulers display tickmarks in your report's specified [measurement units](../configure-design-settings/change-a-report-measurement-units.md). Click an element to evaluate its size and location using the rulers. - -The horizontal ruler also allows you to modify the report's side margins (the report's **Margins** property value) by moving the left and right sliders on the ruler. - -![](../../../images/eurd-web-designer-surface-horizontal-ruler.png) - -You can move a report band's vertical ruler resizing rectangles to change its height. - -![](../../../images/eurd-web-designer-surface-vertical-ruler.png) - -## Band Captions - -In the Report Designer, each [report band](../introduction-to-banded-reports.md) carries a caption, the tab title and color, which depends on the band kind. These captions are not printed in the resultant report document and are only visible at design time. - -You can expand or collapse a band's content at design time by clicking the tab on the left side of the band. - -![](../../../images/eurd-web-designer-surface-band.png) - -To access a band's properties, click the band's caption and switch to the [Properties Panel](ui-panels/properties-panel.md). - -## Context Menus - -Context menus provide quick access to actions for the selected report element. Right-click a report element to invoke the context menu: - -![Web Report Designer - Context Menu for Report Controls](../../../images/web-report-designer-context-menu-control.png) - -Context menus allow you to do the following: - -* Add new bands, if you selected a report. - - ![Web Report Designer - Context Menu for Bands](../../../images/web-report-designer-context-menu-bands.png) - -* Manage cells, rows, and columns in a table. - - ![Web Report Designer - Context Menu for Table Cells](../../../images/web-report-designer-context-menu-table-cells.png) - -* Change element layout (for example, align elements to each other, snap to grid, change content alignment). - - ![Web Report Designer - Align and Position Elements](../../../images/web-report-designer-context-menu-align.png) - -Context menus are also available in [Field List](ui-panels/field-list.md) and [Report Explorer](ui-panels/report-explorer.md) windows. - -## Smart Tags - -When you select a report element (report, band, or report control), a smart tag and expression button are displayed next to the element on the Design Surface: - -![Web Report Designer - Smart Tag and Expression Buttons](../../../images/web-report-designer-smart-tags-expressions.png). - -The expression button invokes the [Expression Editor](ui-panels/expressions-panel.md). - -The smart tag opens a panel with the element's most commonly used properties: - -![Web Report Designer - Smart Tag](../../../images/web-report-designer-smart-tag.png) - -The smart tag contains properties from the element's **Task** group of the Properties Panel. Note that complex properties (for example, `Symbology` for a Barcode control) need to be configured in the **Properties Panel**. - -## Data Binding Indication - -The Report Designer displays a database barrel icon above [data-bound](../use-report-elements/bind-controls-to-data.md) report controls. - -You can click the [Validate Bindings](../use-report-elements/validate-report-data-bindings.md) toolbar button to highlight report controls with invalid [expression/data bindings](../use-expressions/data-binding-modes.md). This allows you to determine if the specified expression has an incorrect syntax or uses non-existing data source fields. - -![](../../../images/eurd-web-validation-bindings.png) - -## In-Place Editors - -In-place editors allow you to edit the text-oriented controls' content ([Barcode](../use-report-elements/use-bar-codes.md), [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md), [Check Box](../use-report-elements/use-basic-report-controls/check-box.md), [Label](../use-report-elements/use-basic-report-controls/label.md), [Table Cell](../use-report-elements/use-tables.md)) by double-clicking them. - -![](../../../images/eurd-web-designer-surface-in-place-editor.png) - -You can switch between a report's **Design** and **Preview** mode using the corresponding buttons in the [Main Toolbar](toolbar.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/expression-editor.md b/reporting-for-web/articles/report-designer/report-designer-tools/expression-editor.md deleted file mode 100644 index c87ce2be0a..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/expression-editor.md +++ /dev/null @@ -1,81 +0,0 @@ ---- -title: Expression Editor -author: Anna Vekhina ---- - -# Expression Editor - -This document describes how to use the **Expression Editor** to specify expressions in the [Report Designer](../../report-designer.md). - -Invoke the **Expression Editor** from a property's popup menu in the [Properties Panel](ui-panels/properties-panel.md). Click the property's marker and select the **_PropertyName_ Expression**. - -![](../../../images/eurd-web-report-designer-property-popup-menu.png) - -If a property's editor displays an ellipsis button, you can click this button to invoke the **Expression Editor** and specify an expression that evaluates to the property's value. - -![](../../../images/eurd-web-report-designer-expressions-tab.png) - -The **Expression Editor** offers a choice of functions, operators, data source fields, report elements, constants, and variables to create an expression. - -![](../../../images/eurd-web-expression-editor-construct-expression.png) - -An expression can span multiple lines. - -![](../../../images/eurd-web-report-designer-expression-multiple-lines.png) - -You can add single-line or multi-line comments in the following format: `/* comment text */`. - -![](../../../images/eurd-web-expression-editor-comments.png) - -The **Expression Editor** highlights an expression's syntax and supports intelligent code completion (it suggests functions and available data elements as you type). - -![](../../../images/eurd-web-report-designer-expression-editor-code-completion.png) - -An error icon appears if an expression contains errors. Hover the mouse pointer over this icon to invoke a pop-up notification that shows the location of the error. - -![](../../../images/eurd-web-expression-editor-error.png) - -See the [Expression Language](../use-expressions/expression-language.md) topic for the expression syntax description. - -## Expression Syntax - -Take into account the following syntax conventions when using the Expression Editor: - -* Reference a data field in the expression by enclosing its name in the square brackets (for example, **[ProductName]**). - -* Insert [report parameters](../use-report-parameters.md) and [query parameters](../bind-to-data/specify-query-parameters.md) by typing a question mark before their names (for instance, **?parameter1**). - -* Denote string values with apostrophes. Type a double apostrophe to embed an apostrophe into an expression's text (for example, **'It''s sample text'**). - -* Enclose date-time constants with hashtags (**[OrderDate] >= #1/1/2016#**). - -* Use a question mark to specify a null reference (one that does not refer to any object) (**[Region] != ?**). - -* If an expression involves the use of different types, you can convert them to the same type using dedicated functions (for instance, **Max(ToDecimal([Quantity]),[UnitPrice])**). - -## Using the Expression Editor - -When [expression bindings](../use-report-elements/bind-controls-to-data.md) are enabled in your reports, the Report Designer contains the [Expressions](ui-panels/expressions-panel.md) tab allowing you to assign values to various element properties. Clicking any property's ellipsis button invokes the Expression Editor, in which you can specify custom expressions with the available data fields. - -![](../../../images/eurd-web-expression-editor-expressions-tab.png) - -In the [data binding](../use-report-elements/bind-controls-to-data.md) mode, you can use the Expression Editor in the following cases: - -* **Edit a Calculated Field's Expression** - - Access a [calculated field](../shape-report-data/use-calculated-fields/calculated-fields-overview.md)'s settings in the Field List and click **Expression** property's ellipsis button. - - ![](../../../images/eurd-web-expression-editor-calculated-field.png) - -* **Specify a Query Parameter's Value** - - In the [Configure Query Parameters](data-source-wizard/specify-data-source-settings-database.md) wizard page, set the parameter type to **Expression** and click the **Value** property's the ellipsis button. - - ![](../../../images/eurd-web-sql-ds-wizard-configure-query-parameters-expression-editor.png) - -* **Construct a Formatting Rule's Condition** - - Access the [formatting rule](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md)'s settings in the [Properties](ui-panels/properties-panel.md) panel and click the **Condition** property's ellipsis button. - - ![](../../../images/eurd-web-shaping-formattin-rule-appearance-condition.png) - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/filter-editor.md b/reporting-for-web/articles/report-designer/report-designer-tools/filter-editor.md deleted file mode 100644 index 8cb07ff251..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/filter-editor.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Filter Editor -author: Anna Vekhina ---- - -# Filter Editor - -This document describes the Filter Editor available in the [End-User Report Designer](../../report-designer.md). - -## Filter Editor Overview - -The **Filter Editor** provides a visual interface for constructing filter criteria of varying complexity with an unlimited number of filter conditions combined by logical operators. - -![](../../../images/eurd-web-filter-editor.png) - -A filter condition consists of three parts: - -* A field of a data source to which a report is bound. -* Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. -* A static operand value, another data field or a report parameter. - -You can arrange specific conditions into groups with **And**, **Or**, **No And** , and **Not Or** operators. - -## Invoke the Filter Editor -You can invoke the Filter Editor in one of the following ways: - -* In the [Properties](ui-panels/properties-panel.md) panel, click the ellipsis button for the report's **Filter String** property to filter data at the report level. - - ![](../../../images/eurd-web-filter-string-property.png) - -* In the [Query Builder](query-builder.md), click the ellipsis button for the **Filter** or **Group Filter** property to filter data at the data source level. - - ![](../../../images/eurd-web-filter-string-query-builder.png) - - -## Tree-Like Filtering - -The Filter Editor displays filter criteria as a tree where individual nodes specify simple filter conditions. The root node is the logical operator combining all the conditions. - -Click the plus button next to the operator to add a new condition or group. - -![](../../../images/eurd-web-filter-editor-add-condition.png) - -You can select the required data field and comparison operator from the corresponding drop-down lists and enter an operand value in the dedicated value box. - -![](../../../images/eurd-web-filter-editor-simple-condition.png) - -Expand the drop-down menu for a value placeholder and select **Property** or **Parameter** to compare a data field with another data field or a report parameter. Then, click the converted placeholder and select the required item. - -![](../../../images/eurd-web-filter-editor-value-parameter.png) - -You can change the logical operator by clicking it and selecting the desired type. - -![](../../../images/eurd-web-filter-editor-change-logical-operator.png) - -Click the filter condition's ![](../../../images/eurd-web-filter-editor-remove-button.png) button to delete it. - -## Text-Based Filtering - -In the advanced mode, the Filter Editor allows you to type a filter string manually. - -![](../../../images/eurd-web-filter-editor-advanced-mode.png) - -Refer to the [Expression Language](../use-expressions/expression-language.md) topic for the list of available operators and functions and for details on their usage. - -This editor supports intelligent code completion (suggesting functions and available data columns as you type). - -![](../../../images/eurd-web-filter-code-completion.png) - -The ![](../../../images/eurd-web-expression-editor-error-icon.png) icon appears if a condition contains any errors. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/localization-editor.md b/reporting-for-web/articles/report-designer/report-designer-tools/localization-editor.md deleted file mode 100644 index 67f31df3ea..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/localization-editor.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Localization Editor -author: Sergey Andreev ---- -# Localization Editor - -The Localization Editor allows you to change the text of the localizable textual properties for all the controls in a report. - -![](../../../images/eurd-web-localization-editor-german.png) - -The top panel allows you to change the report's language, add a new language to start localization or delete a language. - -The main panel contains a grid that displays the text in the default language and the corresponding text in the selected language. Each row represents the **Text** property of a report element. When you click a grid row, the Designer view navigates to the report element on the Report Designer surface and highlights the element - -The text strings for the selected language are editable. When a user finishes editing text, the Report Designer displays the updated text. - -## Invoke the Editor - -Click **Localization** in the Report Designer menu: - -![](../../../images/eurd-web-localization-editor-in-menu.png) - -## Use the Editor - -1. Select the language in the combo box in the top panel. The languages with localization strings in the report are highlighted in bold. -2. Enter the text in the Search field in the top panel or scroll the main panel to find the text you want to change. The report's design surface scrolls to display the selected control and highlights it. -3. Enter the new text. The text is applied to the report control and reflected in the report layout. -4. Save the report. - -![](../../../images/eurd-web-localization-editor-with-report.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/master-detail-relation-editor.md b/reporting-for-web/articles/report-designer/report-designer-tools/master-detail-relation-editor.md deleted file mode 100644 index 72e2ad92c1..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/master-detail-relation-editor.md +++ /dev/null @@ -1,19 +0,0 @@ ---- -title: Master-Detail Relation Editor -author: Anna Vekhina ---- - -# Master-Detail Relation Editor - -When a data source contains two or more [queries](data-source-wizard/specify-data-source-settings-database.md), clicking the ![](../../../images/eurd-web-report-wizard-edit-query.png) button in the [Field List](ui-panels/field-list.md) will invoke the **Master-Detail Relation Editor**. - -![](../../../images/eurd-web-open-master-detail-relation-editor.png) - -Using this editor, you can define master-detail relationships between queries by specifying their corresponding key fields. - -![](../../../images/eurd-web-master-detail-relation-editor.png) - -This allows you to create hierarchical data sources that are used to create nested [master-detail reports](../create-reports/master-detail-reports-with-detail-report-bands.md). - -> [!NOTE] -> Although it is also possible to [join different tables](query-builder.md) within a single query, creating hierarchical data sources is preferred in most cases to provide better performance (in general, master-detail reports are generated faster than similar-looking reports created by grouping "flat" data sources). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/menu.md b/reporting-for-web/articles/report-designer/report-designer-tools/menu.md deleted file mode 100644 index 40532089b2..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/menu.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Main Menu -author: Anna Vekhina ---- -# Main Menu - -The Web Report Designer menu is invoked by clicking the menu button in the upper-left corner of the designer's user interfaces. - -![Main menu](../../../images/eurd-web-main-menu.png) - -Note that some of the menu commands listed in this topic are only available when specific conditions are met. Visibility conditions for such commands are provided in the command description. - -The menu contains the following commands. - - -| Command | Icon | Description | -|---|---|---| -| New |![](../../../images/eurd-web-main-menu-add.png)| Creates a report and opens it in a new tab. This command is only available when the Report Designer is provided with a report storage. | -| New via Wizard |![](../../../images/eurd-web-main-menu-new-via-wizard.png)| Invokes the [Report Wizard](report-wizard.md) to create a new report. This command is only available when the Report Designer is provided with a report storage. | -| Open |![](../../../images/eurd-web-main-menu-open.png)| Invokes the **Open Report** dialog to retrieve a report from the list of [saved reports](../save-reports.md) and [open](../open-reports.md) it in a new tab. This command is only available when the Report Designer is provided with a report storage. | -| Design in Report Wizard |![](../../../images/eurd-web-main-menu-design-in-wizard.png)| Invokes the [Report Wizard](report-wizard.md) to edit the current report and generate the report layout. | -| Add Data Source |![](../../../images/eurd-web-main-menu-add-sql-ds.png)| Invokes the [Data Source Wizard](data-source-wizard.md) to create a new data source and configure it. This command is only available when the Report Designer is provided with a set of default data connections. | -| Localization |![](../../../images/eurd-web-main-menu-localization.png)| Invokes the [Localization Editor](localization-editor.md) that allows you to change the text of the localizable textual properties for all the controls in a report. | -| Save |![](../../../images/eurd-web-main-menu-save.png)| [Saves](../save-reports.md) the current report. This command is only available when the Report Designer is provided with a report storage.| -| Save As |![](../../../images/eurd-web-main-menu-saveas.png)| Invokes the **Save Report** dialog to save the current report to the report storage under a new URL. This command is only available when the Report Designer is provided with a report storage. | -| Exit |![](../../../images/eurd-web-main-menu-exit.png)| Closes the [Web Report Designer](../../report-designer.md). | diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/query-builder.md b/reporting-for-web/articles/report-designer/report-designer-tools/query-builder.md deleted file mode 100644 index 4dafd6edae..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/query-builder.md +++ /dev/null @@ -1,178 +0,0 @@ ---- -title: Query Builder -owner: Anna Vekhina ---- -# Query Builder - -The **Query Builder** is a visual queries editor. You can invoke it from the [Data Source Wizard](data-source-wizard.md). - -## Select Tables -Drag and drop a specific table or view onto the Query Builder design surface to include it into a query result set. - -![](../../../images/eurd-web-designer-query-builder-select-table-drag-and-drop.png) - -The Query Builder provides a toolbar with the following commands: - -| Icon | Description | -|---|---| -| ![web-designer-query-builder-button-delete](../../../images/eurd-web-designer-query-builder-button-delete.png) | Removes the selected table or view from the query. | -| ![web-designer-query-builder-button-undo](../../../images/eurd-web-designer-query-builder-button-undo.png) | Reverses the most recent action. | -| ![web-designer-query-builder-button-redo](../../../images/eurd-web-designer-query-builder-button-redo.png) | Performs the previously undone action. | - -Enable check boxes for the table columns you want to include into the query result set. - -![](../../../images/eurd-web-designer-query-builder-select-fields.png) - -Use the search box to find a table or view by name. - -![](../../../images/eurd-web-designer-query-builder-search-tables.png) - -## Join Tables -The Query Builder allows you to join tables and/or views. Use drag and drop to connect corresponding columns (key fields). The connected columns should have identical data types. - -![](../../../images/eurd-web-designer-query-builder-join-tables.png) - -Click the data relation to display the **Relation Properties** section. Properties in this section define the join type (**Inner** or **Left Outer**) and applied logical operator. - -![](../../../images/eurd-web-designer-query-builder-join-tables-selection-properties.png) - -A left outer join returns all the values from an inner join along with all values in the "left" table that do not match to the "right" table and includes rows with NULL (empty) values in the key field. - -If you select the left outer join, the relationship line displays an arrow which points at the "right" table of the join clause. - -![](../../../images/eurd-web-designer-query-builder-join-tables-left-outer.png) - -The executed query returns a "flat" table which joins different tables within a single query. The specified join options define which data records compose the query result set. - -> [!NOTE] -> We recommend you to use [hierarchical data sources](master-detail-relation-editor.md) because the reporting engine generates master-detail reports faster than similar-looking reports which obtains data from "flat" data sources. - -## Filter Data -Expand the **Query Properties** section to display the query options. - -![](../../../images/eurd-web-designer-query-builder-selection-properties.png) - -The query provides the following options: - -* **Name** - - Specifies a custom query name (alias). -* **Filter** - - Runs the [Filter Editor](filter-editor.md) where you can specify filter conditions for the resulting data. Filter criteria may contain [query parameters](../bind-to-data/specify-query-parameters.md). -* **Group Filter** - - Runs the Filter Editor where you can specify filter conditions for grouped and aggregated data. This option is enabled only for grouped data. -* **Select All (*)** - - Specifies whether to include all columns from the selected tables and/or views to the query result set, regardless of their individual settings. - - The default value is **No**. - -* **Select Top** - - Specifies the number of first records to include to the query result set. The default value is **0** and indicates that the query result set contains all records that meet all other filter conditions. - -* **Offset** - - Specifies the number of records to skip before the report engine retrieves data. This option is available only for sorted data. - -* **Select distinct** - - Specifies whether to include only distinct values to the result set. - - The default value is **No**. - -## Shape Data -Select a table or view and click a data column to display the data column options. - -![](../../../images/eurd-web-designer-query-builder-shape-data.png) - -The **Column Properties** section contains the following options: - -* **Name** - - Indicates the column name which the Query Builder obtains from the database. -* **Type** - - Indicates the column's data type. - - The Query Builder provides information about the maximum string length for string columns. -* **Alias** - - Specifies a custom column name (alias). - - Include a column into a query to enable this option. -* **Output** - - Specifies whether to include the column into the query result set. -* **Sort Type** - - Specifies whether to preserve the original data records' order within the column, or sort them (in an ascending or descending order). -* **Sort Order** - - Apply sorting to the data column's records to enable this option. - - It defines the sorting priority for multiple columns (the less this number is, the higher the priority). - - For example, set the sort order to **1** for the column **A** and set it to **2** for the column **B**. The Query Builder first sorts the query by column **A** and then by the column **B**. - - All columns' sort order automatically updates when you change this setting for one column. It allows you to avoid conflict of priorities. - -* **Group By** - - Specifies whether to group the query result set by this column. - - > [!NOTE] - > You should apply grouping and/or aggregation to each selected column. - -* **Aggregate** - - Specifies whether to aggregate the column's data records. - - You can use the following aggregate functions: **Count**, **Max**, **Min**, **Avg**, **Sum**, **CountDistinct**, **AvgDistinct**, **SumDistinct**. - - The Query Builder discards individual data records from the query result set and keep only the aggregate function result when you apply any of these functions. - - > [!NOTE] - > Use aggregation/grouping either for all selected columns or for none of them. The Query Builder applies grouping to all selected columns automatically if you apply the aggregation to one column. The Query Builder resets grouping against other columns when you remove all aggregation functions. - -## Use Query Parameters - -Use the **Parameters** section to add, remove and edit [query parameters](../bind-to-data/specify-query-parameters.md). - -![](../../../images/eurd-web-designer-query-builder-parameters.png) - -Each query parameter provides the following properties: - -* **Name** - - Specifies the query parameter's name. - -* **Type** - - Specifies the parameter value's data type. - - Set this property to **Expression** to generate parameter values dynamically. - -* **Result Type** - - Specifies the data type of the expression's result value. - - This property is enabled if the query parameter's type is **Expression**. - -* **Value** - - Determines the query parameter's actual value. - - You can specify a static actual value according to the selected value's data type. - - Alternatively, construct an expression to generate actual parameter values dynamically. Click this property's ellipsis button to invoke the [Expression Editor](../report-designer-tools/expression-editor.md) and create an expression. This ellipsis button is enabled if you set the query parameter's type to **Expression**. - - -## Preview Results -Click the **Preview Results** button to test a query on the actual data's limited subset at any time. - -The opened **Data Preview** screen displays the first **100** data records of the query result set. - -![web-designer-query-builder-data-preview](../../../images/eurd-web-designer-query-builder-data-preview.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard.md deleted file mode 100644 index fa779526fb..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Report Wizard -owner: Anna Vekhina ---- - -# Report Wizard - -The Report Wizard enables you to create reports or modify existing reports based on predefined templates. - -![](../../../images/eurd-web-report-wizard-table-report.png) - -The Designer's Menu has the following commands: - -* **New via Wizard** - runs the Report Wizard and creates a new report. -* **Design in Report Wizard** - runs the Report Wizard and modifies the current report. - -![](../../../images/eurd-web-report-wizard-run-in-menu.png) - - -## Report Wizard Pages - -The following image shows the wizard's navigation structure: - -![](../../../images/eurd-web-report-wizard-page-structure.png) - -The Wizard has a navigation panel that does the following: - -* displays the entire page list -* highlights the current page -* grays out disabled pages -* allows you to switch between pages - -![](../../../images/eurd-web-report-wizard-navigation-panel.png) - - -## Select the Report Type - -On the start page, choose the report type you want to create. - -* [Empty Report](report-wizard/empty-report.md) - - Creates a blank report that is not bound to a data source. Choose this option to design your report from scratch without the wizard. - -* [Table Report](report-wizard/table-and-vertical-report.md) - - Creates a [table report](../create-reports/table-reports.md) and binds it to data. - -* [Vertical Report](report-wizard/table-and-vertical-report.md) - - Creates a [vertical report](../create-reports/vertical-reports.md) and binds it to data. - -* [Label Report](report-wizard/label-report.md) - - Creates badges, business cards, price tags and other label types. - - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/empty-report.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/empty-report.md deleted file mode 100644 index 98229e977f..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/empty-report.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Empty Report -owner: Anna Vekhina ---- -# Empty Report - -To create an empty report, [run the Report Wizard](../report-wizard.md), select **Empty Report** and click **Finish**. - -![eurd-win-report-wizard-empty-report](../../../../images/eurd-web-report-wizard-empty-report.png) - -The following image illustrates the newly added empty report's layout. - -![eurd-win-empty-report](../../../../images/eurd-web-empty-report.png) - -Refer to the [Use Report Elements](../../use-report-elements.md) section for details on how to add controls to the report, and the [Bind to Data](../../bind-to-data.md) section for details on how to provide data. diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/label-report.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/label-report.md deleted file mode 100644 index f463a6d232..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/label-report.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -uid: '400954' -title: Label Report -owner: Anna Gubareva ---- -# Label Report - -Select **Label Report** on the start page to create a report with labels. - -![](../../../../images/eurd-web-fullscreen-report-wizard-label-report.png) - -Click **Next** to go to the **Specify Page Settings** page. - -## Select the Label Type - -Choose a label standard from the **Label Product** drop-down list. Select a label type from the **Product Number** drop-down list. The type defines the label's default size, layout, and paper type. - -![](../../../../images/eurd-web-report-wizard-label-report.png) - -## Customize Label Parameters - -At this step, you can customize the page size and label settings. - -![](../../../../images/eurd-web-report-wizard-label-report-options.png) - -Click **Finish** to complete report creation. - - -## Result - -After the wizard is finished, it divides the report's [Detail band](../../introduction-to-banded-reports.md) into three differently colored areas: - -* The area at the left-hand side indicates the actual band area where you can place [controls](../../use-report-elements/use-basic-report-controls.md). -* The gray area at the right-hand side defines the space where label columns are repeated. Do not place controls in this area. -* The white space specifies the indent between labels. - -![](../../../../images/eurd-web-report-wizard-label-report-result.png) - -To provide report data, use the [Data Source Wizard](../data-source-wizard.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md deleted file mode 100644 index 251b940b3d..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -uid: '400956' -title: Table and Vertical Report -owner: Anna Gubareva ---- -# Table and Vertical Report - -Select **Table Report**/**Vertical Report** on the start page to create a [table](../../create-reports/table-reports.md)/[vertical](../../create-reports/vertical-reports.md) report and bind it to data. - -![](../../../../images/eurd-web-report-wizard-table-report.png) - -The wizard includes the following steps: - -* [Select Data Source](table-and-vertical-report/select-data-source.md) -* [Specify Data Source Setting (Database)](table-and-vertical-report/specify-data-source-settings-database.md) / [Specify Data Source Settings (JSON)](table-and-vertical-report/specify-data-source-settings-json.md) / [Specify Data Source Settings (Object)](table-and-vertical-report/specify-data-source-settings-object.md) -* [Define Report Layout](table-and-vertical-report/define-report-layout.md) -* [Specify Page Settings](table-and-vertical-report/specify-page-settings.md) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md deleted file mode 100644 index 64d9f2993c..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/define-report-layout.md +++ /dev/null @@ -1,102 +0,0 @@ ---- -uid: '400959' -title: Define Report Layout -owner: Anna Gubareva ---- -# Define Report Layout - -On this page, you can specify options to generate the report layout. - -![](../../../../../images/eurd-web-report-wizard-define-report-layout.png) - -## Select Queries - -Select queries for the report and its detail reports. If you selected the **Table Report** and bound it to a database, the query list can also contain master-detail relationships. - -Table Report: - -![**Table Report**](../../../../../images/eurd-web-report-wizard-table-select-queries.png) - - -Vertical Report: - -![**Table Report**](../../../../../images/eurd-web-report-wizard-vertical-select-queries.png) - -* If you select one query, the wizard assigns it to the report's **DataMember** property. -* If you select two or more queries, the wizard creates the [Detail Report Band](../../../introduction-to-banded-reports.md) for each query at the same hierarchical level and assigns the band's **DataMember** property to the corresponding query. -* If you select a master-detail relationship, the wizard creates the [Detail Report Band](../../../introduction-to-banded-reports.md) under the corresponding master report and assigns the band's **DataMember** property to this relationship's name. - -## Select Data Fields - -Choose data fields from the selected queries to display them in the report. - -Table Report: - -![](../../../../../images/eurd-web-report-wizard-select-report-fields.png) - -Vertical Report: - -![](../../../../../images/eurd-web-report-wizard-select-report-fields-vertical.png) - -Click **Finish** if you do not need to group fields and/or display summaries. The created report looks similar to the image below. - -Table Report: - -![Table Report](../../../../../images/eurd-web-report-wizard-table-result.png) - -Vertical Report: - -![Vertical Report](../../../../../images/eurd-web-report-wizard-vertical-result.png) - -## Add Group Fields - -Click the **Add Group** button and select data fields in the drop-down list. - -Table Report: - -![](../../../../../images/eurd-web-report-wizard-group.png) - -Vertical Report: - -![](../../../../../images/eurd-web-report-vertical-wizard-group.png) - -Use arrow buttons to change the group order. - -The following image demonstrates group types: - -![Reports-GroupingConcept](../../../../../images/eurd-web-reports-groupingconcept9139.png) - -You can stop the wizard at this step and get the report layout similar to the image below. - -Table Report: - -![**Table Report**](../../../../../images/eurd-web-report-wizard-table-group-result.png) - -Vertical Report: - -![**Vertical Report**](../../../../../images/eurd-web-report-wizard-vertical-group-result.png) - -## Add Summary Fields - -To add a summary, select a data field (numeric, date-time or Boolean) and summary function(s). - -Table Report: - -![](../../../../../images/eurd-web-report-wizard-add-summary.png) - -Vertical Report: - -![](../../../../../images/eurd-web-report-wizard-add-summary.png) - -* Table Reports display summaries in the Report Footer an Group Footers. -* Vertical Reports display summaries in the Vertical Total band. - -Select the **Ignore null values** checkbox to do not take data fields' empty values into account. Otherwise, these values are treated as zeros for numeric and Boolean fields and the earliest system date is used for date-time fields. - -Table Report: - -![**Table Report**](../../../../../images/eurd-web-report-wizard-table-summary-result.png) - -Vertical Report: - -![**Vertical Report**](../../../../../images/eurd-web-report-wizard-vertical-summary-result.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md deleted file mode 100644 index eec9cdc449..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/select-data-source.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -uid: '400957' -title: Select Data Source -owner: Anna Gubareva ---- -# Select Data Source - -On this wizard page, you can select an existing data source or create a new data source. - -## Select an Existing Data Source - -Select the first option and choose a data source from the list. - -![](../../../../../images/eurd-web-report-wizard-define-report-layout.png) - - -* If you create a new report, the list displays the Report Designer's predefined data sources. -* If you edit an existing report, the list contains the Report Designer's predefined data sources and data sources added to the current report with the [Data Source Wizard](../../data-source-wizard.md). - -If the report and Report Designer have data sources with identical names, this list displays the report's data source. - -Click **Next** to go to the [Define Report Layout](define-report-layout.md) page. - -## Create a New Data Source - -Choose _'No, I'd like to create a new data source'_ and select the data source type. - -![](../../../../../images/eurd-web-report-wizard-select-data-source-type.png) - -> [!Note] -> You can create new data sources only if corresponding data connections are registered in the Report Designer. - -Click **Next** to proceed: - -* [Spesify Data Source Setting (Database)](specify-data-source-settings-database.md) if you selected **Database**; -* [Spesify Data Sourse Setting (JSON)](specify-data-source-settings-json.md) if you selected **JSON**. - - - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md deleted file mode 100644 index 08f05c2d10..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-database.md +++ /dev/null @@ -1,82 +0,0 @@ ---- -uid: '400958' -title: Specify Data Source Settings (Database) -owner: Anna Gubareva ---- -# Specify Data Source Settings (Database) - -This page appears if you selected **Database** on the [previous page](select-data-source.md). - - -![](../../../../../images/eurd-web-report-wizard-database-settings.png) - - -## Choose a Data Connection - -Select a data connection from the list. - -![](../../../../../images/eurd-web-report-wizard-choose-data-connection.png) - -## Choose Queries - -Check tables, views and/or stored procedures to include them in a data source as separated queries. - -![](../../../../../images/eurd-web-report-wizard-choose-queries.png) - -You can also check specific data fields. - -![](../../../../../images/eurd-web-report-wizard-choose-data-fields.png) - -To join multiple data tables and shape the resulting data, click the **Queries** category's plus button to invoke the [Query Builder](../../query-builder.md) and create a custom query. - -![](../../../../../images/eurd-web-report-wizard-query-builder.png) - -If you enabled custom SQL queries, the plus button invokes a context menu. You can choose whether to run the Query Builder or Custom SQL Editor. - -![](../../../../../images/eurd-web-report-wizard-custom-query-menu.png) - -You can click the ![](../../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the query or the ![](../../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove the query. - -Once you finished the wizard, the data source becomes available in the [Report Explorer](../../ui-panels/report-explorer.md)'s **Data Sources** node. The [Field List](../../ui-panels/field-list.md) reflects the data source structure. - -![](../../../../../images/eurd-web-report-wizard-queries-result.png) - -## Configure Master-Detail Relationships - -This step is available when you selected two or more queries. - -To create a master-detail relationship, click the master query's plus button, select the detail query in the invoked list, and connect the key fields. - -![](../../../../../images/eurd-web-report-wizard-master-detail-relationship.png) - -After the wizard is completed, the Field List reflects the master-detail hierarchy. - -![](../../../../../images/eurd-web-report-wizard-master-detail-result.png) - -## Configure Query Parameters - -This step is available if you selected a parameterized stored procedure or created a custom query. - -Select a query and click the plus button to add a new parameter. - -![](../../../../../images/eurd-web-report-wizard-query-parameters.png) - -Click the ![](../../../../../images/eurd-web-report-wizard-edit-query-button.png) button to customize the parameter or the ![](../../../../../images/eurd-web-report-wizard-remove-query-button.png) button to remove it. - -You can use the following approaches to specify a parameter value: - -* **Assign a static value** - - Select a query parameter's type from the **Type** drop-down list and specify a value based on the selected type. - - ![](../../../../../images/eurd-web-report-wizard-parameter-static-value.png) - -* **Provide a dynamic parameter value** - - Set the **Type** option to **Expression** and specify the **Result Type**. Click the **Value** option's ellipsis button and construct an expression in the invoked. - - ![](../../../../../images/eurd-web-report-wizard-parameter-dynamic-value.png) - - If you design the current report in the wizard, you can map a query parameter to an existing report parameter. To do this, use the **?parameterName** syntax. - - ![](../../../../../images/eurd-web-report-wizard-parameter-mapping.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md deleted file mode 100644 index 745c582576..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-json.md +++ /dev/null @@ -1,48 +0,0 @@ ---- -uid: '400965' -title: Specify Data Source Settings (JSON) -owner: Anna Gubareva ---- -# Specify Data Source Settings (JSON) - -This page appears if you selected **JSON** on the [previous page](specify-data-source-settings-database.md). - -![](../../../../../images/eurd-web-report-wizard-json-settings.png) - -## Select an Existing Data Connection - -Select the first option and choose a data connection from the list. - -![](../../../../../images/eurd-web-report-wizard-json-existing-data-connection.png) - -## Create a New Data Connection - -Select the second option to create a new connection. - -![](../../../../../images/eurd-web-report-wizard-json-new-data-connection.png) - -Specify the connection name and select the JSON source. - -* **Web Service Endpoint (URI)** - - ![](../../../../../images/eurd-web-report-wizard-json-web-service-endpoint.png) - - You can also specify the Web Service Endpoint's request parameters (username and password, HTTP headers, or query parameters) - - ![](../../../../../images/eurd-web-report-wizard-json-request-parameters.png) - -* **JSON String** - - ![](../../../../../images/eurd-web-report-wizard-json-string.png) - - You can also click the **Upload JSON** button to load the JSON string from a JSON file. - -## Select Data Fields - -At this step, the wizard shows JSON schema. Check the data fields you want to include in your report. - -![](../../../../../images/eurd-web-report-wizard-json-select-data-fields.png) - -Click **Next** to proceed. - - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md deleted file mode 100644 index 768812d8ec..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-data-source-settings-object.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Specify Data Source Settings (Object) -owner: Sergey Andreev ---- -# Specify Data Source Settings (Object) - -This page appears if you selected **Object** on the [previous page](../table-and-vertical-report.md). - -![](../../../../../images/eurd-report-wizard-object-datasource.png) - -## Choose an Object - -Select a data object or constructor from the list. If you select a data object, its default constructor is used. - -![](../../../../../images/eurd-report-wizard-object-datasource-select-object.png) - -## Choose a Data Member - -Select the method that should provide data or select **Entire Object** to bind to the object's fields. - -![](../../../../../images/eurd-report-wizard-object-datasource-select-member.png) - -## Configure Parameters - -Specify constructor and/or data member parameters (optional). - -![](../../../../../images/eurd-report-wizard-object-datasource-configure-parameters.png) - -You can use expressions to provide data source parameter values. Click the ![](../../../../../images/eurd-report-wizard-object-datasource-f-button.png) button to switch the parameter's editor to the expression mode. Specify an expression in the parameter's editor or click the parameter's ellipsis button to launch the [Expression Editor](../../expression-editor.md). You can use [report parameters](../../../use-report-parameters.md) in expressions to specify an input value for a data source parameter. - -![](../../../../../images/eurd-report-wizard-object-datasource-configure-parameters-expression.png) - -To return to the value mode, click the parameter's marker and select **Value** from the popup menu. - -![](../../../../../images/eurd-report-wizard-object-datasource-configure-parameters-value.png) - -Click **Next** to proceed. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md b/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md deleted file mode 100644 index 7becc1765d..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report/specify-page-settings.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -uid: '400960' -title: Specify Page Settings -owner: Anna Gubareva ---- -# Specify Page Settings - -This wizard page allows you to setup the report's page. - -## Specify Page Settings - -![](../../../../../images/eurd-web-report-wizard-specify-page-settings.png) - -You can specify the following report properties: - -- **Size** -- **Unit** - Choose between _Inch_, _Millimeter_ and _Pixel_ to specify size options at this step. After you finish the wizard, the Report Designer transforms the specified units to _HundredthsOfAnInch_, _TenthsOfAMillimeter_ or _Pixels_. - -- **Width** and **Height** - - These properties are read-only until you set the **Size** option to **Custom**. - -- **Page Margins** - -- **Orientation** - -The wizard's right-hand side shows the page preview based on the specified settings. - -After you complete the wizard, you can change these settings in the Report Designer's Properties Panel. - -## Specify a Report Color Scheme - -Choose the report's color scheme. The wizard creates [report styles](../../../customize-appearance.md) based on the selected color for the first-level report controls and applies styles with more transparent colors to controls at deeper levels. - -![](../../../../../images/eurd-web-report-wizard-choose-color-scheme.png) - -## Specify the Report Title - -Click the placeholder and enter the report title. - -![](../../../../../images/eurd-web-report-wizard-specify-report-title.png) - -## Result - -The following images show the resulting report layout: - - -![**Table Report**](../../../../../images/eurd-web-report-wizard-resulting-table-report.png) - -![**Vertical Report**](../../../../../images/eurd-web-report-wizard-resulting-vertical-report.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/script-editor.md b/reporting-for-web/articles/report-designer/report-designer-tools/script-editor.md deleted file mode 100644 index 51f4ab3b1f..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/script-editor.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Script Editor -author: Anna Vekhina ---- - -# Script Editor - -> [!IMPORTANT] -> Both the execution of all report scripts and the capability to view and edit scripts in the Web Report Designer are **disabled by default** for security reasons. Make sure that your software vendor allows you to use scripts. - -The **Script Editor** allows you to write code for specific event handlers in the [End-User Report Designer](../../report-designer.md) to adjust the behavior of report controls, bands, or a report itself. This topic describes the basic principles of using scripts, the Script Editor interface and shows how scripting can be used in a report. - -## Overview - -_Scripts_ are program commands, placed within the _event handlers_ of the required report elements. And, when the corresponding event occurs (e.g. a mouse click), the script code runs. - -You can write _scripts_ for a report or any of its elements (bands and controls), to be executed when the report is being [previewed, printed or exported](../preview-print-and-export-reports.md). - -The Script Editor provides you the capability to write and execute scripts. Use this editor if you want to slightly customize a report in the End-User Report Designer. - -The Script Editor supports **C#**, **Visual Basic .NET** and **JScript .NET** scripting languages. This means that the scripting language is independent from the language used to create the report. The language is specified by the **Script Language** property. The selected scripting language must be the same for all scripts used in a report. - -![](../../../images/eurd-web-script-editor-script-language.png) - -The Script Editor supports intelligent code completion that makes it easier and faster to write scripts. Context-aware hints are displayed on pressing CTRL+spacebar. This feature is only supported for the **C#** and **Visual Basic .NET** script languages. - -![](../../../images/eurd-script-editor-scripts-intellisense.png) - -Intelligent code completion is available only for .NET Framework and DevExpress libraries deployed with the application and cannot be provided for custom assemblies. - -## Maintaining Scripts - -Each report element has its own set of events that can be handled by the Script Editor. To handle an event of a report element, do the following. - -1. Click the **Scripts** button ![](../../../images/eurd-script-editor-script-editor-button.png) located on the End-User Report Designer's [Main Toolbar](toolbar.md). -2. In the displayed Script Editor, specify the report control and its event by the toolbar. The toolbar contains all scripts written for all report elements, and allows you to quickly navigate through them by choosing the required report element in the corresponding drop-down list and specifying one of its available events in another menu. - - ![](../../../images/eurd-script-editor-script.png) - - After the event is specified, a code template is generated in the current scripting language. - -3. To check for errors in the report's script, click the **Validate** ![](../../../images/eurd-script-editor-script-editor-validate-button.png) button. - - If an error is found, the string containing this error is marked with an ![](../../../images/eurd-web-script-editor-error.png) icon. When a mouse pointer hovers over this icon, the text of the error is displayed. - - ![](../../../images/eurd-web-script-editor-error-msg.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/toolbar.md b/reporting-for-web/articles/report-designer/report-designer-tools/toolbar.md deleted file mode 100644 index e0ca1ce1aa..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/toolbar.md +++ /dev/null @@ -1,26 +0,0 @@ ---- -title: Main Toolbar -author: Anna Vekhina ---- -# Main Toolbar - -The Main Toolbar provides access to the report editing commands in the [Web Report Designer](../../report-designer.md). - -![](../../../images/eurd-web-main-toolbar.png) - - -| Command | Icon | Description | -|---|---|---| -| Cut |![](../../../images/eurd-web-designer-main-toolbar-cut.png)| Cuts the selected control to the clipboard. | -| Copy |![](../../../images/eurd-web-designer-main-toolbar-copy.png)| Copies the selected control to the clipboard. | -| Paste |![](../../../images/eurd-web-designer-main-toolbar-paste.png)| Pastes a control from the clipboard onto the selected report band. | -| Delete |![](../../../images/eurd-web-designer-main-toolbar-delete.png)| Deletes the selected control. | -| Undo |![](../../../images/eurd-web-designer-main-toolbar-undo.png)| Cancels the last change made to the document. | -| Redo |![](../../../images/eurd-web-designer-main-toolbar-redo.png)| Reverses the last undo action. | -| Zoom Out |![](../../../images/eurd-web-designer-main-toolbar-zoom-out.png)| Decreases the document's current zoom factor by 5 percent. | -| Zoom Factor |![](../../../images/eurd-web-designer-main-toolbar-zoom-factor.png)| Zooms to a specific zoom factor selected from the dropdown list. | -| Zoom In |![](../../../images/eurd-web-designer-main-toolbar-zoom-in.png)| Increases the document's current zoom factor by 5 percent. | -| Validate Bindings |![](../../../images/eurd-web-designer-main-toolbar-validate-bindings.png)| Highlights report controls with [invalid data bindings](../use-report-elements/validate-report-data-bindings.md) or incorrect expressions. | -|Full Screen|![](../../../images/eurd-web-designer-main-toolbar-fullscreen.png)|Toggles between the Report Designer's full screen and default size.| -| Preview |![](../../../images/eurd-web-designer-main-toolbar-preview.png)| Switches to Preview Mode. | -| Design | ![](../../../images/eurd-web-designer-main-toolbar-design.png) | Switches to Design Mode. | \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/toolbox.md b/reporting-for-web/articles/report-designer/report-designer-tools/toolbox.md deleted file mode 100644 index d642a0a27d..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/toolbox.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Toolbox -author: Anna Vekhina ---- - -# Toolbox - -The **Toolbox** contains available [report controls](../use-report-elements.md) and allows you to add them to your report. - -![](../../../images/eurd-web-toolbox.png) - -## Report Controls - -The available report controls can be divided into the following categories: - -### Common Controls - -| ![](../../../images/eurd-web-toolbox-label.png) | ![](../../../images/eurd-web-toolbox-checkbox.png) | ![](../../../images/eurd-web-toolbox-rich-text.png) | ![](../../../images/eurd-web-toolbox-picture-box.png) | ![](../../../images/eurd-web-toolbox-panel.png) | ![](../../../images/eurd-web-toolbox-table.png) | ![](../../../images/eurd-web-toolbox-character-comb.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -------------------------------------------------------------------- | -[Label](../use-report-elements/use-basic-report-controls/label.md) | [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) | [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) | [Picture Box](../use-report-elements/use-basic-report-controls/picture-box.md) | [Panel](../use-report-elements/use-basic-report-controls/panel.md) | [Table](../use-report-elements/use-tables.md) | [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) | - - -### Additional Controls - - -| ![](../../../images/eurd-web-toolbox-line.png) | ![](../../../images/eurd-web-toolbox-shape.png) | ![](../../../images/eurd-web-toolbox-bar-code.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------------ | -------------------------------------------------------------------- | -| [Line](../use-report-elements/draw-lines-and-shapes/draw-lines.md) | [Shape](../use-report-elements/draw-lines-and-shapes/draw-shapes.md) | [Barcode](../use-report-elements/use-bar-codes.md) | - - - - -### Controls with Separate Data Sources - - - -| ![](../../../images/eurd-web-toolbox-chart.png) | ![](../../../images/eurd-web-toolbox-gauge.png) | ![](../../../images/eurd-web-toolbox-sparkline.png) | ![](../../../images/eurd-web-toolbox-cross-tab.png) | ![](../../../images/eurd-web-toolbox-subreport.png) | ![](../../../images/eurd-web-toolbox-pdf-content.png) | ![](../../../images/eurd-web-toolbox-pdf-signature.png) | -| ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | ------------------------------------------------------------- | -[Chart](../use-report-elements/use-charts.md) | [Gauge](../use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md) |[SparkLine](../use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md) |[Cross Tab](../create-reports/cross-tab-reports.md) | [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) | [PDF Content](../use-report-elements/use-basic-report-controls/pdf-content.md) | [PDF Signature](../use-report-elements/use-basic-report-controls/pdf-signature.md) | - -### Layout and Auxiliary Content Controls - - - -| ![](../../../images/eurd-web-toolbox-toc.png) | ![](../../../images/eurd-web-toolbox-page-info.png) | ![](../../../images/eurd-web-toolbox-pagebreak.png) | ![](../../../images/eurd-web-toolbox-cross-band-line.png) | ![](../../../images/eurd-web-toolbox-cross-band-box.png) | -| ------------------------------------------------------------- |------------------------------------------------------------------ |------------------------------------------------------------------ | -------------------------------------------------------------------- |-------------------------------------------------------------------- | -| [Table of Contents](../use-report-elements/use-basic-report-controls/table-of-contents.md) | [Page Info](../use-report-elements/use-basic-report-controls/page-info.md) | [Page Break](../use-report-elements/use-basic-report-controls/page-break.md) | [Cross-Band Line](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) | [Cross-Band Box](../use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) - - - -## Add a Control to a Report - -To add a control from the Toolbox, drag and drop an item from the Toolbox onto the required location within a report. - -![](../../../images/eurd-web-drop-report-control-from-toolbox.png) - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/field-list.md b/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/field-list.md deleted file mode 100644 index da8e727021..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/field-list.md +++ /dev/null @@ -1,76 +0,0 @@ ---- -title: Field List -author: Anna Vekhina ---- - -# Field List - -The **Field List** displays the schema of a report's data sources. This panel enables you to manage report data sources and parameters, add calculated fields and create bound report controls. - -## Manage Report Data Sources - -The Field List shows available report data sources and their structure. - -![](../../../../images/eurd-web-fieldlist-manage-data-source.png) - -The following actions are available in the Field List for data source customization: - -| Button | Description | -|---|---| -| ![](../../../../images/eurd-web-fieldlist-add-data-source-button.png) | Invokes the Data Source Wizard. | -| ![](../../../../images/eurd-web-fieldlist-data-source-rename.png) | Renames the selected data source. | -| ![](../../../../images/eurd-web-fieldlist-data-source-rebuild-result-schema.png) | Rebuilds the generated schema for the selected data source. | -| ![](../../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Invokes the [Master-Detail Relation Editor](../master-detail-relation-editor.md). | -| ![](../../../../images/eurd-web-fieldlist-data-source-add-calculated-field.png) | Adds a calculated field. | -| ![](../../../../images/eurd-web-fieldlist-data-source-add-query.png) | Invokes the **Create a Query or Select a Stored Procedure** wizard page. | -| ![](../../../../images/eurd-web-fieldlist-data-source-delete.png) | Removes the selected data source. | - -The following actions are available for query customization: - -| Button | Description | -|---|---| -| ![](../../../../images/eurd-web-fieldlist-data-source-delete.png) | Removes the selected query. | -| ![](../../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Invokes the **Create a Query or Select a Stored Procedure** wizard page. | - -You can also right-click a data source to access these actions in a context menu: - -![](../../../../images/web-field-list-data-sources-context-menus.png) - -## Bind controls to data - -Dropping a field onto a report's surface creates a new report control bound to a corresponding field. - -![](../../../../images/eurd-web-field-list-drop-fields.png) - -Dropping a field onto an existing control binds this control to a corresponding field. - -![](../../../../images/eurd-web-field-list-drop-field-to-control.png) - -## Create tables - -Dropping an entire data table onto a report creates a table with its columns bound to fields contained in the data table. - -![](../../../../images/eurd-web-field-list-drop-table.png) - -To select multiple fields, click them while pressing the `Ctrl` or `Shift` key. Dropping these fields onto a report creates a new table with its cells bound to corresponding fields. - -![](../../../../images/eurd-web-list-drop-multiple-fields.png) - -Select multiple data fields, a query, or a table in the Field List. Hold `Shift` when you drag the fields and drop them onto the report design area. This creates a data table with data field names. - -![eurd-web-list-drop-table-with-field-headers](~/reporting-for-web/images/eurd-web-list-drop-table-with-field-headers.png) - -## Data shaping operations - -In addition, the Field List can help you solve the following tasks: - -* Add [calculated fields](../../shape-report-data/use-calculated-fields/calculated-fields-overview.md) to data columns for performing various calculations in a report. - - ![](../../../../images/eurd-web-add-calculated-field.png) -* Manage the collection of [report parameters](../../use-report-parameters.md). - - ![](../../../../images/eurd-web-parameters-add-parameter-via-field-list.png) - -You can also right-click a parameter to access these actions in a context menu: - -![](../../../../images/web-field-list-parameters-context-menus.png) diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/properties-panel.md b/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/properties-panel.md deleted file mode 100644 index dffa36ea55..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/properties-panel.md +++ /dev/null @@ -1,104 +0,0 @@ ---- -title: Properties Panel -author: Anna Vekhina ---- -# Properties Panel - -This document describes how to use the **Properties** panel to access and customize the report and report element properties. - -![](../../../../images/eurd-web-properties-panel.png) - -## Select a Report Element - -Do one of the following to access an element's properties: - -* Select an element from the drop-down list at the top of the **Properties** panel. - - ![](../../../../images/eurd-web-properties-panel-element-search.png) - -* Select an element on the [Design Surface](../design-surface.md) and click the ![](../../../../images/eurd-web-properties-panel-cogwheel.png) tab on the side panel to invoke the **Properties** panel. -* Select an element in the [Report Explorer](report-explorer.md) panel and click the ![](../../../../images/eurd-web-properties-panel-pen.png) button. -* Click an element’s smart tag to invoke a panel with the element’s most commonly used properties. - -## Switch Between Display Modes - -Element settings can appear in alphabetical order or in categories based on their purpose. Use the buttons next to the selected element to switch between these display modes. - -![](../../../../images/eurd-web-properties-panel-display-modes.png) - -## Display Property Descriptions - -The Properties panel displays hints with property descriptions. To display the description, select the property and click the information symbol (**i**) to the left of the property editor: - -![hint-property-description](../../../../images/hint-property-description.png) - -If necessary, you can localize property descriptions. - -## Change Property Values - -Each record consists of a property's caption, a value editor, and an optional property marker. To change a property's value, select the property and specify its value in the editor. - -![](../../../../images/eurd-web-properties-panel-specify-property.png) - -Certain properties contain nested properties which can be accessed when you click the header. - -![](../../../../images/eurd-web-properties-panel-nested-properties.png) - -The property marker indicates if the property's value was changed: - -* If a property stores a default value, its property marker is gray. - - ![web-report-designer-object-property](../../../../images/eurd-web-properties-panel-marker-gray.png) - -* If a property's value was changed, the property marker becomes white. - - ![web-report-designer-object-property](../../../../images/eurd-web-properties-panel-marker-white.png) - -* If a [report style](../../customize-appearance/report-visual-styles.md) supersedes a property's value, the marker is light blue. This applies to appearance properties (for instance, an element's **BackColor**, **Font**, **Borders**). - - ![web-report-designer-object-property](../../../../images/eurd-web-properties-panel-marker-blue.png) - -## Reset Property Values - -Click the property marker to the right of the editor. Select **Reset** in the invoked popup menu to restore the default property values. - -![](../../../../images/eurd-web-properties-panel-reset-value.png) - -> [!NOTE] -> The **Reset** command resets the expression and the value you specified in the property's editor. - -## Specify Expressions - -The **Properties** panel allows you to specify expressions that can calculate the value at runtime when a document is generated. Click the **f-marker** to invoke the [Expression Editor](../expression-editor.md). - -![](../../../../images/eurd-web-properties-panel-expressions.png) - -Specify an expression in the invoked Expression Editor. - -![](../../../../images/eurd-web-properties-panel-expression-editor.png) - -The **Properties** panel highlights properties that have an assigned expression. - -![](../../../../images/eurd-web-properties-panel-expression-highlight.png) - -## Search Properties - -Click the ![](../../../../images/eurd-web-properties-panel-search-button.png) button to show the search box. When you type in the search box, the **Properties** panel filters the list of available properties and highlights the search string in the records. - -![](../../../../images/eurd-web-properties-panel-search-box.png) - -## Use Actions - -In the categorized mode, the **Properties** panel contains the context-sensitive **Actions** group that provides the most commonly used actions for the selected report element: - -* Add new [bands](../../introduction-to-banded-reports.md), if you selected a report. - - ![](../../../../images/eurd-web-properties-panel-add-bands.png) - -* Manage a table element's cells, rows, and columns. - - ![web-designer-properties-panel-tablecell-actions](../../../../images/eurd-web-properties-panel-table-cells.png) - -* Align and position report elements (for instance, align and resize elements to the snap grid, specify horizontal and vertical alignments) for individual and multiple selected report elements. - - ![web-designer-properties-panel-multiselect-actions](../../../../images/eurd-web-properties-panel-multiselect.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md b/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md deleted file mode 100644 index ec76ec7c24..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Report Design Analyzer -author: Boris Zaitsev ---- - -The **Report Design Analyzer** shows errors, warnings, and information messages that help you to detect and fix issues in a report. - -![](../../../../images/eurd-web-report-design-analyzer.png) - -## Invoke the Report Design Analyzer - -Click the **bell tab** in the bottom. - -![](../../../../images/eurd-web-report-design-analyzer-invoke-with-bell.png) - -## Fix Issues - -Each message contains a recommendation on how to fix an issue. Click the Plus icon in front of the message to expand the recommendation. - -![](../../../../images/eurd-web-report-design-analyzer-expand-message.png) - -The **Source** column contains a reference to the control or script that caused the issue. Click the reference to navigate to this control or script. - -![](../../../../images/eurd-web-report-design-analyzer-navigate-to-control.png) - -## Filter Messages by Source - -Based on their source, report errors are divided into four groups: - -* Report layout errors – occur, for example, when report controls overlap each other or extend beyond the report’s printable area. -* Report creation errors – occur while the report document is created. For instance, it might include notifications about invalid property values or unreachable sources of content. -* Report export errors – happen while the report document is exported to PDF, XLSX, and other formats. -* Report script errors (this group is not displayed if report scripts are disabled in your application) – for example, errors in script syntax. - -You can disable messages that belong to a particular source: - -![](../../../../images/enable-disable-messages-belonging-to-error-source.png) - -## Filter Messages by Type - -You can enable/disable messages of each available type ("Error", "Warning", or "Information") or any combination of them. Click the panel in the UI as shown in the image below to enable/disable messages of a corresponding type. - -![](../../../../images/enable-disable-messages-of-some-error-type.png) - diff --git a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-explorer.md b/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-explorer.md deleted file mode 100644 index 825a386ac5..0000000000 --- a/reporting-for-web/articles/report-designer/report-designer-tools/ui-panels/report-explorer.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Report Explorer -author: Anna Vekhina ---- -# Report Explorer - -The **Report Explorer** panel shows a report's structure and provides access to report elements, styles, and data sources. - -![](../../../../images/eurd-web-report-explorer.png) - -## Manage Report Elements - -Report Explorer displays all [report controls](../../use-report-elements.md) and [bands](../../introduction-to-banded-reports.md) in a tree-like form. - -![](../../../../images/eurd-web-report-explorer-label.png) - -The following actions are available to customize report elements: - -| Button | Description | -|---|---| -| ![](../../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can adjust the selected report element's or the entire report's settings. | -| ![](../../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected report element. Note that this button is not available for the **Detail**, **Top Margin**, and **Bottom Margin** bands. | - -You can use drag-and-drop for the following operations: - -* Reorder report controls, or move them from one band to another. - - ![](../../../../images/eurd-web-report-explorer-reorder-report-controls.png) - -* Reorder **Detail Report** bands, or move them inside / outside other bands. - - ![](../../../../images/eurd-web-report-explorer-move-report-controls-panel.png) - -* Reorder **Group Header** and **Group Footer** bands. - - ![](../../../../images/eurd-web-report-explorer-move-group-bands.png) - -* Reorder table cells, or move them between table rows. Reorder table rows. - - ![](../../../../images/eurd-web-report-explorer-move-table-cells.png) - -An acceptable drop target is highlighted in green when you drag an item over it. An unacceptable target is highlighted in red. - -## Manage Report Styles - -Expand the **Styles** category in Report Explorer to access the [report style](../../customize-appearance/report-visual-styles.md) collection. - -To apply a style to a report control, drag a style item from Report Explorer onto this control. - -![](../../../../images/eurd-web-report-explorer-styles.png) - -You can use the following actions to customize report styles: - -| Button | Description | -|---|---| -| ![](../../../../images/eurd-web-report-explorer-add-style.png) | Creates a new style. | -| ![](../../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can adjust the selected style's settings. | -| ![](../../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected style. | - -## Manage Data Sources - -The Report Explorer shows available report data sources in the **Data Sources** category. This list is synchronized with data sources from the [Field List](field-list.md) panel. - -![web-report-explorer-components](../../../../images/eurd-web-report-explorer-components.png) - -The following actions are available to customize data sources: - -| Button | Description | -|---|---| -| ![](../../../../images/eurd-web-fieldlist-data-source-delete.png) | Deletes the selected data source. | -| ![](../../../../images/eurd-web-fieldlist-data-source-edit-relationships.png) | Switches to the [Properties Panel](properties-panel.md) where you can rename the selected data source. ![web-report-explorer-rename-datasource](../../../../images/web-report-explorer-rename-datasource.png) | diff --git a/reporting-for-web/articles/report-designer/save-reports.md b/reporting-for-web/articles/report-designer/save-reports.md deleted file mode 100644 index 6a3525a6a4..0000000000 --- a/reporting-for-web/articles/report-designer/save-reports.md +++ /dev/null @@ -1,17 +0,0 @@ ---- -title: Save Reports -author: Anna Vekhina ---- -# Save Reports - -Click **Save**| **Save As** in the [menu](report-designer-tools/menu.md) to save the current report. - -![](../../images/eurd-web-save-report.png) - -Specify the report name in the invoked **Save Report** dialog. - -![](../../images/eurd-web-save-as-report-dialog.png) - -You can see the following message at the bottom of the Designer, if the report is saved successfully. - -![](../../images/eurd-web-save-report-message.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md b/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md deleted file mode 100644 index 429838aa7b..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Calculate a Summary -author: Anna Vekhina ---- -# Calculate a Summary - -This document describes how to calculate various summaries across a report and its groups. - -1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). - -2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. - - ![](../../../../images/eurd-web-label-summary-group-data.png) - -3. Insert the Group Footer band. Prepare the report layout and drop a required data field onto the group footer to display the summary result. - -4. Select the label, expand the **Summary** section and invoke the **Running** drop-down list. Select the range for which to calculate a summary (the entire report, a specific report group or document page). - - ![](../../../../images/eurd-web-label-summary-running-group.png) - -5. Click the **Text** property's marker to invoke a menu. Select **Text Expression**. - - ![](../../../../images/eurd-web-label-summary-expression-property.png) - -6. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can select the required summary in the **Functions** | **Summary** section. Report summary functions start with the "sum" prefix to make it easy to differentiate them from aggregate functions. - - ![](../../../../images/eurd-web-label-summary-expression.png) - - > [!TIP] - > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. - -7. You can use the **Text Format String** property to format the summary's value. - - ![](../../../../images/eurd-web-label-summary-format-string.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-label-summary-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md b/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md deleted file mode 100644 index 748c20e28a..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Calculate an Advanced Summary -author: Anna Vekhina ---- -# Calculate an Advanced Summary - -This document describes how to calculate an advanced summary for report groups using a built-in summary function and arithmetical or logical functions. - -1. [Create a new report](../../add-new-reports.md) or open an existing one and [bind it to a data source](../../bind-to-data.md). - -2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. - - ![](../../../../images/eurd-web-label-advanced-summary-group-data.png) - -3. Insert the Group Footer band and drop a [Label](../../use-report-elements/use-basic-report-controls/label.md) onto it to display the summary result. Expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Group**. - - ![](../../../../images/eurd-web-label-advanced-summary-running.png) - -4. Click the ellipsis button for the label's **Expression** property. - - ![](../../../../images/eurd-web-label-advanced-summary-expression-property.png) - -5. This invokes the [Expression Editor](../../report-designer-tools/expression-editor.md) where you can specify a custom expression with the required summary functions and other logical or arithmetical functions. For example: - - ![](../../../../images/eurd-web-label-advanced-summary-expression-editor.png) - - > [!TIP] - > See the [Functions in Expressions](../../use-expressions/functions-in-expressions.md) topic for a complete list of supported summary functions. - -6. You can use the **Text Format String** property to format the summary's value. - - ![](../../../../images/eurd-web-label-advanced-summary-format-string.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-label-advanced-summary-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md b/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md deleted file mode 100644 index cf2b99b296..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Count the Number of Groups in a Report -author: Anna Vekhina ---- -# Count the Number of Groups in a Report - -This document describes how to count the number of groups in a report. - -1. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required field. - - ![](../../../../images/eurd-web-shaping-count-group-data.png) - -2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the group field onto the created Group Header. - - ![](../../../../images/eurd-web-shaping-count-drop-filed-onto-group-header.png) - -3. Drop a label onto the Report Footer, expand the **Summary** section in the **Label Tasks** category and set the **Running** property to **Report**. - - ![](../../../../images/eurd-web-shaping-group-count-summary-running.png) - -4. Click the **Text** property marker to invoke the menu. Select **Text Expression** to invoke the [Expression Editor](../../report-designer-tools/expression-editor.md). - - ![](../../../../images/eurd-web-shaping-group-count-text-expression.png) - - -5. In the Expression Editor select the **sumDCount** summary function in the **Functions** | **Summary** section: - - `sumDCount([CategoryName])` - - ![](../../../../images/eurd-web-shaping-group-count-expression.png) - -6. Use the **Text Format String** property to format the summary's value. - - ![](../../../../images/eurd-web-shaping-group-count-format-string.png) - -7. Switch to [Print Preview](../../preview-print-and-export-reports.md) and see the group count in the report footer: - - ![](../../../../images/eurd-web-shaping-group-count-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md b/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md deleted file mode 100644 index 2aad2dd118..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Count the Number of Records in a Report or Group -author: Anna Vekhina ---- -# Count the Number of Records in a Report or Group - -This document describes how to display the number or records in a report or group. - -1. Select the corresponding command from the and insert a [Report Header](../../introduction-to-banded-reports.md) or Footer to display the record count for the entire report. - - ![](../../../../images/eurd-web-shaping-insert-report-header.png) - - > [!Note] - > Use a Group Header/Footer for displaying record counts for groups, and a Page Header/Footer for displaying record counts for pages. - -2. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop the corresponding data table field onto the created band to create a data-bound label. - - ![](../../../../images/eurd-web-shaping-drop-field-onto-report-header.png) - -3. Expand the **Summary** section in the **Tasks** category and invoke the **Running** drop-down list. Select **Report** to count the records throughout the entire report, or select **Group** or **Page** to reset the record count for every group or page. - - ![](../../../../images/eurd-web-shaping-count-summary-running.png) - -4. Click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the **sumCount** function in the **Functions** | **Summary** section. - - ![](../../../../images/eurd-web-shaping-count-expression.png) - -5. Use the **Text Format String** property to format the resulting value. - - ![](../../../../images/eurd-web-shaping-count-format-string.png) - -You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-web-shaping-count-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md b/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md deleted file mode 100644 index 9f32b41742..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Display Row Numbers in a Report, Group or Page -author: Anna Vekhina ---- -# Display Row Numbers in a Report, Group or Page - -This document describes how to show the current row number for each data source value displayed in a report. - -A label can display row numbers after [binding your report to data](../../bind-to-data.md) and specifying a bound data field in the Label's **Expression** property. - -1. Expand the **Summary** section in the **Label Tasks** category and invoke the **Running** drop-down list. Select **Report** to increment the row numbers throughout the entire report, or select **Group** or **Page** to reset the row numbers for every group or page. - - ![](../../../../images/eurd-web-shaping-row-numbers-summary-running.png) - -2. Click the ellipsis button for the **Expression** property. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the **sumRecordNumber** function in the **Functions** | **Summary** section. - - ![](../../../../images/eurd-web-shaping-row-numbers-expression.png) - -3. Use the **Text Format String** property to format the resulting value. - - ![](../../../../images/eurd-web-shaping-row-numbers-format-string.png) - -You can switch to [Print Preview](../../preview-print-and-export-reports.md) to see the record numbers displayed for the specified range. - -![](../../../../images/eurd-web-shaping-row-numbers-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md b/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md deleted file mode 100644 index 0577266ec2..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Filter Data at the Data Source Level -author: Anna Vekhina ---- -# Filter Data at the Data Source Level - -This tutorial illustrates how to filter data at the report data source level, as opposed to the [report level](filter-data-at-the-report-level.md). This approach is recommended when dealing with comparatively large data sources when the retrieval process is slow. - -1. [Create a new report](../../add-new-reports.md) or open an existing one. - -2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. - -3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. - - ![](../../../../images/eurd-web-filter-data-drop-fields.png) - -4. Select the data source and click **Edit query**. - - ![](../../../../images/eurd-web-filter-data-edit-query.png) - - Click **Run Query Builder** in the invoked [Data Source Wizard](../../report-designer-tools/data-source-wizard.md). - - ![](../../../../images/eurd-web-filter-data-source-wizard.png) - -5. Expand the **Query Properties** section in the invoked [Query Builder](../../report-designer-tools/query-builder.md). Click the ellipsis button for the **Filter** property to construct a filtering expression in the invoked [Filter Editor](../../report-designer-tools/filter-editor.md). - - ![](../../../../images/eurd-web-filter-data-source-filter-string.png) - - Every filter condition consists of three parts: - * A data field name. - * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. - * A static operand value, another data field or a query parameter. See the [Specify Query Parameters](../../bind-to-data/specify-query-parameters.md) topic to learn about embedding these parameters into filter conditions. - - You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-filter-data-source-result.png) diff --git a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md b/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md deleted file mode 100644 index 7ba88c0157..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Filter Data at the Report Level -author: Anna Vekhina ---- -# Filter Data at the Report Level - -This tutorial illustrates how to filter data at the report level, as opposed to the [data source level](filter-data-at-the-data-source-level.md). This approach is useful when dealing with relatively small data sources, when data load times are acceptable. - -1. [Create a new report](../../add-new-reports.md) or open an existing one. - -2. Bind you report to a required data source. See the [Bind to Data](../../bind-to-data.md) section to learn more about providing data to reports. - -3. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop the required fields onto the report's [Detail](../../introduction-to-banded-reports.md) band. - - ![](../../../../images/eurd-web-filter-data-drop-fields.png) - -4. Expand the **Tasks** category and click the **Filter String** property's ellipsis button. - - In the invoked [Filter Editor](../../report-designer-tools/filter-editor.md), construct an expression in which the data fields are compared with the required values. - - ![](../../../../images/eurd-web-filter-data-report-level-filter-string.png) - - Every filter condition consists of three parts: - * A field of a data source to which a report is bound or the name of the [calculated field](../use-calculated-fields.md), which exists in this data source at the same level. - * Criteria operator, such as **Equals**, **Is less than**, **Is between**, etc. - * A static operand value, another data field or a [report parameter](../../use-report-parameters.md). To access parameters, click the icon on the right until it turns into a question mark. - - You can arrange specific conditions into groups with **And**, **Or**, **Not And**, and **Not Or** operators. - -Your report is now ready to be generated. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-filter-data-report-level-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md b/reporting-for-web/articles/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md deleted file mode 100644 index e99a963300..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md +++ /dev/null @@ -1,20 +0,0 @@ ---- -title: Limit the Number of Records to Display -author: Anna Vekhina ---- -# Limit the Number of Records to Display - -Use **Report Print Options** to filter records displayed in [Print Preview](../../preview-print-and-export-reports.md). You can specify them in the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel. - -## Limit the Number of Records - -The **Detail Count at Design Time** property enables you to limit the number of records a report shows in Print Preview embedded into the Report Designer. -![](../../../../images/eurd-web-report-detail-count-at-design-time.png) - -Use the **Detail Count** option to define how many times to print the Detail band when generating a report document to display in Print Preview. - -## Print on Empty Data Source - -Disable the **Print when Data Source is Empty** option to avoid generating a report when its data source is empty. You can use this setting in [master-detail reports](../../create-reports/master-detail-reports-with-detail-report-bands.md) to hide the detail report if its data source contains no records. - -The **Detail Count when Data Source is Empty** property allows you to specify how many times to print the Detail band when a report does not have a data source. You can use this property to create static reports that are not connected to a data source and display the same static content several times. diff --git a/reporting-for-web/articles/report-designer/shape-report-data/format-data.md b/reporting-for-web/articles/report-designer/shape-report-data/format-data.md deleted file mode 100644 index 34b14dd8de..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/format-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Format Data -author: Anna Vekhina ---- -# Format Data - -This document demonstrates how to specify value formatting for report elements (for instance, format numeric values as a currency or apply a percent format). - -After you [bound your report to data](../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can format data values in a report. - -1. Expand the control's **Tasks** category and click the **Text Format String** property's ellipsis button. - - ![](../../../images/eurd-web-label-format-string-property.png) - -2. This invokes the **Format String Editor** where you can specify the required format. - - ![](../../../images/eurd-web-format-string-editor-currency.png) - -Alternatively, you can use the **FormatString** function within the expression you specified for the report control. - -![](../../../images/eurd-web-expression-editor-formatstring-function.png) - -When switching to [Print Preview](../preview-print-and-export-reports.md), you can view the report control displaying values with the specified format. - -![](../../../images/eurd-web-format-data-result.png) diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md b/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md deleted file mode 100644 index d44cbfe36b..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Group Data by a Custom Field -author: Anna Vekhina ---- -# Group Data by a Custom Field - -This tutorial illustrates how to group a report against a custom criteria, in particular, group data by days of the week. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. - -2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the data source or a table inside it and click **Add Calculated Field**. - - ![](../../../../images/eurd-web-group-data-create-calculated-field.png) - -3. Click the **Edit** button for the calculated field and then click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **GetDayOfWeek([OrderDate])** function to return a zero-based index of the day of the week, extracted from the **OrderDate** data field. - - ![](../../../../images/eurd-web-group-data-calculated-field-expression.png) - - Click **OK** to close the editor and save the changes. -4. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the calculated field. - - ![](../../../../images/eurd-web-group-by-calculated-field.png) - - Click the ![](../../../../images/eurd-web-order-ascending.png) or ![](../../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. - -5. Switch to the **Field List** and drop the required data fields onto the report's area. - - ![](../../../../images/eurd-web-group-by-field-layout.png) - -6. Select the label in the Group Header and set the **Text Format String** property to **{0:dddd}**. This makes the label only display the day of the week, and not the date. - - ![](../../../../images/eurd-web-group-by-field-format-string.png) - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-group-by-calculated-field-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data.md b/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data.md deleted file mode 100644 index f1e1c64e6a..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/group-data.md +++ /dev/null @@ -1,71 +0,0 @@ ---- -title: Group Data -author: Anna Vekhina ---- -# Group Data - -## Group a Report's Data -Do the following to group data in your report: - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. -2. Insert the [Group Header](../../introduction-to-banded-reports.md) band, select the **Group Fields** section in the **Group Header Tasks** category and add a new group field to group the report's data by the required data field. - - ![](../../../../images/eurd-web-shaping-count-group-data.png) - - > [!Note] - > See the [Group Data by a Custom Field](group-data-by-a-custom-field.md) tutorial to learn how to group a report's data by a custom field. - -3. Click the ![](../../../../images/eurd-web-order-ascending.png) or -![](../../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). - - Use the ![](../../../../images/eurd-web-disable-sorting.png) button if your groups are already ordered in the data source, and you do not need to sort them in the report. - - ![](../../../../images/eurd-web-group-data-sort-order.png) - -1. Click the plus button for the **Group Fields** section to create a new group field and specify its **Field Name** property. - - Use the **Move Up** and **Move Down** buttons to specify the order in which these criteria are applied to the report's data. - - ![](../../../../images/eurd-web-group-field-collection-editor.png) - - The following images illustrate how a report looks when it is grouped by multiple criteria: - - | A single group with multiple group fields | Nested group header bands | - |---|---| - | ![](../../../../images/eurd-web-group-data-multiple-fields-example.png) | ![](../../../../images/eurd-web-group-data-nested-fields-example.png) | - -2. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel and drop it onto the group header to display the group field's value in the report. - - ![](../../../../images/eurd-web-group-data-drop-group-field.png) - -The resulting report looks as follows: - -![](../../../../images/eurd-web-group-data-result.png) - -## Specify the Group's Settings -Expand the **Group Fields** section to customize the group's layout settings: - -* Use the **Group Union** property to keep a group's content on the same page when possible. - - ![](../../../../images/eurd-web-group-data-group-union-property.png) - -* Use the **Keep Together** property to print the Group Header/Footer on the same page as the group's contents. - - ![](../../../../images/eurd-web-group-data-keep-together-property.png) - -* Use the **Repeat Every Page** property to print the group band on each page. - - ![](../../../../images/eurd-web-group-data-repeat-every-page-property.png) - -* Use the **Page Break** property to start a new page before or after each group. - - ![](../../../../images/eurd-web-group-data-page-break-property.png) - -When you need to display page numbers for individual groups, add the [Page Info](../../use-report-elements/use-basic-report-controls/page-info.md) control to the Group Header or Footer and set its **Running Band** property to the Group Header's name. - -![](../../../../images/eurd-web-group-data-page-numbers.png) - -Accurate page numbering requires that different groups do not appear on the same page. For this reason, you need to set the Group Footer's **Page Break** property to **After Band**, or place the **Page Break** control at the band's bottom. - diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md b/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md deleted file mode 100644 index 4aa5500548..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Sort Data by a Custom Field -author: Anna Vekhina ---- -# Sort Data by a Custom Field - -This tutorial illustrates how to sort a report against a custom criteria, in particular, sort data by the number of characters in the data field value. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. - -2. Create a [calculated field](../use-calculated-fields.md). Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the data source or a table inside it and click **Add Calculated Field**. - - ![](../../../../images/eurd-web-shaping-group-add-calculated-field.png) - -3. Click the **Edit** button for the calculated field and then click the **Expression** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), select the required date-time function and define the data field's name in **[**square brackets**]**. For example, use the **Len([ProductName])** function to return the number of characters extracted from the **ProductName** data field. - - ![](../../../../images/eurd-web-sort-data-calculated-field-expression.png) - - Click **OK** to close the editor and save the changes. - -4. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel and select the [Detail](../../introduction-to-banded-reports.md) band. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the report's data by the calculated field. - - ![](../../../../images/eurd-web-sort-data-by-calculated-field.png) - - Click the ![](../../../../images/eurd-web-order-ascending.png) or ![](../../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). - Use the ![](../../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. - -6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - - ![](../../../../images/eurd-web-sort-data-by-calculated-field-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data.md b/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data.md deleted file mode 100644 index d946b70597..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-data.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Sort Data -author: Anna Vekhina ---- -# Sort Data - -## Sort a Report's Data -Do the followebg to sort data in your report: - -1. Create a new or open an existing data-bound report. - - You cannot apply sorting unless your report is bound to a data source. -2. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel and select the [Detail](../../introduction-to-banded-reports.md) band. Select the **Sort Fields** section in the **Detail Tasks** category and add a new sort field to sort the report's data by the required data field. - - ![](../../../../images/eurd-web-sort-data-select-field.png) - - > [!Note] - > See the [Sort Data by a Custom Field](sort-data-by-a-custom-field.md) tutorial to learn how to sort a report's data by a custom field. - - This adds a corresponding sort field to the **Sort Fields** collection. You can access this collection by expanding the sort field section. - - -3. Click the ![](../../../../images/eurd-web-order-ascending.png) or ![](../../../../images/eurd-web-order-descending.png) buttons to define the sort order within the group (ascending or descending). Use the ![](../../../../images/eurd-web-disable-sorting.png) button to disable sorting in grouped data. - - ![](../../../../images/eurd-web-sort-data-sort-order.png) - -4. When a report has multiple sort fields, you can change their order by clicking **Move Up** or **Move Down**. - - ![](../../../../images/eurd-web-sort-data-move-up-and-down.png) - -6. Drag the corresponding field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the report area and switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - - ![](../../../../images/eurd-web-sort-data-result.png) - - -## Interactive Sorting in Print Preview -You can allow sorting report data directly in Print Preview by clicking a designated element. - -![](../../../../images/eurd-web-sort-data-in-print-preview.png) - -See [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for more information. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md b/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md deleted file mode 100644 index 8314123b32..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Sort Groups by a Summary Function's Result -author: Anna Vekhina ---- -# Sort Groups by a Summary Function's Result - -This tutorial explains how to sort groups by a summary function result, in particular, by the number of records groups contain. - -1. Create a new or open an existing data-bound report. - - You cannot apply grouping unless your report is bound to a data source. -2. [Group the report](group-data.md) by the required data field, [calculate the record count](../calculate-summaries/calculate-a-summary.md) in each group and construct the required report layout. - - ![](../../../../images/eurd-web-group-by-summary-layout.png) - -3. Expand the **Behavior** category and select the **Sorting Summary** node. - Turn on the **Enabled** option, set the **Field** option to the data field from the Detail band, and set the **Function** to **Count**. - - ![](../../../../images/eurd-web-group-by-summary-settings.png) - - In this editor, you can also define the sorting direction for the group, as well as specify whether or not the **Null** values should be ignored. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-group-by-summary-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md deleted file mode 100644 index adfb4341d1..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Conditionally Change a Band's Visibility -owner: Vera Gorbyliova -seealso: [] ---- -# Conditionally Change a Band's Visibility - -This topic describes how to change report band visibility. - -Set a band's **Visible** property to an expression to conditionally change the band's visibility based on a field's value or a parameter. - -The report created in this tutorial contains two Detail **sub-bands** with different report controls. These sub-bands are used to display discontinued and current products. - -![](../../../../images/eurd-web-conditionally-change-a-bands-visibility.png) - -The steps below demonstrate how to change a band's visibility based on a field's value. - -1. Select the required band and switch to the **Expressions** panel. Click the **Visible** property's ellipsis button. - - ![](../../../../images/eurd-web-conditionally-change-a-bands-visibility-expression.png) - -2. In the invoked **Expression Editor**, specify the required expression. - - ![](../../../../images/eurd-web-conditionally-change-a-bands-visibility-expressions.png) - - Here, the **[Discontinued] == false** expression is set for the **SubBand1** and the **[Discontinued] == true** expression for the **SubBand2**. These expressions specify the **Visible** property based on the **Discontinued** data field's value. - -The **Preview** below displays how changes to band visibility influence the Product List. The **SubBand1** is used to display products that have the **Discontinued** field set to **false**, and the **SubBand2** is used to display discontinued products. - -![](../../../../images/eurd-web-conditionally-change-a-bands-visibility-result.png) diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md deleted file mode 100644 index ee1f6aabd2..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: Conditionally Change a Control's Appearance -author: Anna Vekhina ---- -# Conditionally Change a Control's Appearance - -This document describes how to change a report control's appearance based on a specific condition. - -1. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) panel, select the **Styles** node and click **Add New Style** to create a new visual style. - - ![](../../../../images/eurd-web-shaping-create-new-report-style.png) - -2. Click the created style and select **Properties**. - - ![](../../../../images/eurd-web-edit-style.png) - -3. In the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, customize the created style's appearance settings. - - ![](../../../../images/eurd-web-shaping-customize-style-settings.png) - -4. Create another style 'xrControlStyle2' with default settings. - -5. Select a report element to which you wish to specify a style selection rule (a table row with a cell bound to the 'UnitPrice' field), switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel, and click the ellipsis button next to the **Style Name** property. - - ![](../../../../images/eurd-web-shaping-style-name-expression-property.png) - -6. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the style switch condition: - - `Iif( [UnitPrice] >= 30, 'xrControlStyle1','xrControlStyle2')` - - - ![](../../../../images/eurd-web-shaping-style-condition-expression.png) - -7. Switch to [Print Preview](../../preview-print-and-export-reports.md) to view the results. - - ![](../../../../images/eurd-web-shaping-change-appearance-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md deleted file mode 100644 index 3de2a3c54e..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: Conditionally Change a Label's Text -author: Anna Vekhina ---- -# Conditionally Change a Label's Text - -This document describes how to display different values in a report control based on a specified logical condition. - -After you [bound your report to data](../../bind-to-data.md) and specified a bound data field in a report control's **Expression** property, you can make this control display different values based on a specified logical condition: - -1. Expand the **Label Tasks** category and click the **Expression** property's ellipsis button. - - ![](../../../../images/eurd-web-shaping-label-expression-property-for-custom-text.png) - -2. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). - - ![](../../../../images/eurd-web-shaping-label-expression-for-custom-text.png) - - Use the **Iif** function to define the condition. For example: - - **Iif([UnitsOnOrder] == 0, 'None', [UnitsOnOrder])** - - This expression means that if the data field's value is zero, the control's text is set to '**None**'; otherwise, it displays the actual field value. - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can see the report control displaying the assigned values. - -![](../../../../images/eurd-web-shaping-label-custom-text-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md deleted file mode 100644 index ec26ae947b..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Conditionally Filter Report Data -author: Anna Vekhina ---- -# Conditionally Filter Report Data - -This document describes how to filter a report's data based on a specific condition. - -1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the **Parameters** node and click **Add parameter**. - - ![](../../../../images/eurd-web-shaping-filter-add-parameter.png) - -2. Specify the parameter name and description, set its type to **Number (decimal)**. - - ![](../../../../images/eurd-web-shaping-filter-parameter-settings.png) - -3. Select the report's detail band, switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. - - ![](../../../../images/eurd-web-shaping-formatting-rule-visiblity-expression.png) - -4. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the visibility condition: - - `Iif( [UnitPrice] >= ?minUnitPrice, true, false)` - - ![](../../../../images/eurd-web-shaping-formatting-rule-filter-condition.png) - - The expression above makes the **Visible** property return **True** or **False** depending on whether the field value is greater or equal to the specified parameter value. - -5. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - - ![](../../../../images/eurd-web-shaping-filter-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md deleted file mode 100644 index e5c6d3754f..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Conditionally Suppress Controls -author: Anna Vekhina ---- -# Conditionally Suppress Controls - -This document describes how to display or hide a report control in a published document based on a specified logical condition. - -1. [Create a new report](../../add-new-reports.md) or open an existing one and prepare the report layout. - -2. Select the required control, switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. - - ![](../../../../images/eurd-web-shaping-check-box-visible-property.png) - -3. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). - - ![](../../../../images/eurd-web-shaping-suppress-expression.png) - - Use the **Iif** function to define the required condition. For example: - - **Iif([Discontinued] == False, False, [Discontinued])** - - This expression means that if the data field's value is **False**, the control's **Visible** property's value is also **False**. - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can view the report control's visibility changes according to the assigned condition. - -![](../../../../images/eurd-web-shaping-suppress-result.png) - -> [!Note] -> See [Hide Table Cells](../../use-report-elements/use-tables/hide-table-cells.md) to learn how to conditionally suppress table cells and define the mode for processing them. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md b/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md deleted file mode 100644 index ea460ec474..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Limit the Number of Records per Page -author: Anna Vekhina ---- -# Limit the Number of Records per Page - -This document describes how to specify the number of data source records displayed on report pages. - -After you [bound your report to data](../../bind-to-data.md) and provided content to the report's [Detail band](../../introduction-to-banded-reports.md), you can limit the number of records each report page displays. This example demonstrates how to pass the required record count as a parameter value. - -1. Switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md) panel, select the **Parameters** node and click **Add parameter** to add a new report parameter. - - ![](../../../../images/eurd-web-shaping-filter-add-parameter.png) - -2. Specify the parameter's description displayed in Print Preview and set its type to **Number (Integer)**. - - ![](../../../../images/eurd-web-shaping-limit-parameter-settings.png) - -3. Drop a [Page Break](../../use-report-elements/use-basic-report-controls/page-break.md) control onto the report's detail band. - - ![](../../../../images/eurd-web-shaping-page-break.png) - -4. Switch to the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Visible** property's ellipsis button. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), specify the required [expression](../../use-expressions.md). - - ![](../../../../images/eurd-web-shaping-page-break-visible-expression.png) - - For example: - - **([DataSource.CurrentRowebdex] % [Parameters.parameter1] == 0) And ([DataSource.CurrentRowebdex] !=0)** - -When switching to [Print Preview](../../preview-print-and-export-reports.md), you can specify how many rows each report page should display by entering the corresponding parameter value: - -![](../../../../images/eurd-web-shaping-limit-rows-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md b/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md deleted file mode 100644 index 495b1a78ef..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md +++ /dev/null @@ -1,44 +0,0 @@ ---- -title: Calculate an Aggregate Function -author: Anna Vekhina ---- -# Calculate an Aggregate Function -This tutorial describes the steps required to create a report with an _aggregate function_. In this example, products that are not discontinued and have a total unit value greater than _$500_ will be displayed. -1. Create a new or open an existing data-bound report. This tutorial starts with the following report layout: - - ![](../../../../images/eurd-web-aggreagate-function-initial-layout.png) - -2. Create a new [calculated field](calculated-fields-overview.md) and set the field name to "AggregateField". - -3. Click the **Edit** button for the calculated field and click the **Expression** property's ellipsis button. - - ![](../../../../images/eurd-web-aggreagate-field-expression-property.png) - -4. In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), double click the **[CategoriesProducts]** field and choose **Functions** | **Aggregate**. Then, double click the **Count()** function and insert the following text into the empty square brackets: - - _"Not[Discontinued]And[UnitTotal] >= 500"._ - - ![](../../../../images/eurd-web-aggreagate-field-expression.png) - - To construct a valid aggregate expression, use the following format, which consists of four parts. - - _[\][\].\(\)_ - - * _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. - * _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). - * _\_ - Specifies one of the available aggregate functions. - * _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. - - You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. - - For more information, see [Expression Language](../../use-expressions/expression-language.md). - -5. Click **OK** to close the dialog and save the expression. - -6. Add three [Labels](../../use-report-elements/use-basic-report-controls/label.md) to the [Detail Band](../../introduction-to-banded-reports.md) and customize their content as shown in the following image: - - ![](../../../../images/eurd-web-aggreagate-function-complete-layout.png) - -The report is now ready. Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-aggreagate-function-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md b/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md deleted file mode 100644 index b18501b65c..0000000000 --- a/reporting-for-web/articles/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md +++ /dev/null @@ -1,70 +0,0 @@ ---- -title: Calculated Fields Overview -author: Anna Vekhina ---- -# Calculated Fields Overview - -Calculated fields allow you to pre-process a report's input data, based on a certain expression. So, using calculated fields allows you to apply complex expressions to one or more data fields that are obtained from your report's underlying data source. Moreover, you can both [group](../../shape-report-data/group-and-sort-data/group-data.md) and [sort](../../shape-report-data/group-and-sort-data/sort-data.md) your report data based on a calculated field's value. - -## Calculated Fields Overview - -To create a calculated field, switch to the [Field List](../../report-designer-tools/ui-panels/field-list.md), select a data table and click **Add calculated field**. - -![](../../../../images/eurd-web-add-calculated-field.png) - - Click the **Edit** button for the calculated field to display calculated field properties. Click the **Expression** property's ellipsis button. - -![](../../../../images/eurd-web-calculated-field-eidt-expression.png) - -In the invoked [Expression Editor](../../report-designer-tools/expression-editor.md), construct the required expression. You can use data fields, [report parameters](../../use-report-parameters.md), predefined constants as well as various date-time, logical, math and string functions. See the next document section for more information about expression syntax. - -![](../../../../images/eurd-web-calculated-field-expression.png) - -> [!NOTE] -> The Expression Editor displays only those data fields that are obtained from a data source specified by the calculated field's **Data Source** and **Data Member** property values. - -Switch to the [Properties Panel](../../report-designer-tools/ui-panels/properties-panel.md), select the **Data** category and expand the **Calculated Fields** section to display the calculated fields collection and manage its items. - -![](../../../../images/eurd-web-calculated-field-collection.png) - -You can drag the calculated field from the **Field List** onto the required band like an ordinary data field. - -![](../../../../images/eurd-web-calculated-field-drop-onto-band.png) - -You can also group and sort your report data based on the calculated field values. - -## Expression Syntax -A data field is inserted into the expression's text using its name in **[**square brackets**]**, and parameters are inserted using the "**?**" prefix before their names. - -A calculated field's expression can evaluate the values of other calculated fields if you make sure to avoid circular references. - -Date-time constants must be wrapped in hashtags (**#**) (e.g., **[OrderDate] >= #1/1/2009#**). To represent a null reference (one that does not refer to any object), use a question mark (e.g., **[Region] != ?**). To denote strings, use apostrophes (**'**), otherwise an error will occur. - -To embed an apostrophe into an expression's text, it should be preceded by another apostrophe (e.g., **'It's sample text'**). - -The type of a value returned by a calculated field is defined by its **Field Type** property. - -If a calculated field expression involves the use of different types, it is necessary to convert them to the same type (e.g., **Max(ToDecimal([Quantity]),[UnitPrice])**) - -Although a value that is returned by a calculated field is usually converted to a string (to be displayed in a text-aware report control), it can return a value of any kind. For example, if a database field contains an image, you can set a calculated field's expression to "=...", after which this calculated field can be bound to the [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md) control. - -To construct a valid aggregate expression, use the following format, which consists of four parts. - -_[\][\].\(\)_ - -* _\_ - Specifies a collection against which an aggregated value should be calculated. It can be the relationship name in a case of a master-detail relationship, or the name of a collection property exposed by the target class. For example, _[CategoriesProducts][[CategoryId]>5].Count()_. Empty brackets [] indicate the root collection. -* _\_ - Specifies a condition defining which records should participate in calculating an aggregate function. To obtain an aggregated value against all records, delete this logical clause along with square brackets (for example, _[].Count()_). -* _\_ - Specifies one of the available aggregate functions. -* _\_ - Specifies an expression evaluating values to be used to perform calculation. For example, _[][[CategoryID] > 5].Sum([UnitPrice]*[Quantity])_. The **Count** function does not require field values to count the records, so leave the round brackets empty for this function. - -You can refer to the currently processed group using the Parent Relationship Traversal Operator ('^'). This allows you to calculate aggregates within groups using expressions like the following: _[][[^.CategoryID] == [CategoryID]].Sum([UnitPrice])_. - -For more information, see [Expression Language](../../use-expressions/expression-language.md). - -## Examples -The following tutorials demonstrate the use of calculated fields in various environments: - -* [Calculate an Aggregate Function](calculate-an-aggregate-function.md) -* [Calculate a Weighted Average Function](calculate-a-weighted-average-function.md) -* [Sort Data by a Custom Field](../../shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md) -* [Group Data by a Custom Field](../../shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-expressions/data-binding-modes.md b/reporting-for-web/articles/report-designer/use-expressions/data-binding-modes.md deleted file mode 100644 index 361c13bad1..0000000000 --- a/reporting-for-web/articles/report-designer/use-expressions/data-binding-modes.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Data Binding Modes -author: Anna Vekhina ---- -# Data Binding Modes - -The Report Designer works in one of the following data binding modes: - -* **Expressions** is the default binding mode. - - This mode enables you to specify complex [expressions](../use-expressions.md) that include two or more data fields, [report parameters](../use-report-parameters.md), or [functions](functions-in-expressions.md). You can also use expressions to [calculate summaries](../shape-report-data/calculate-summaries/calculate-a-summary.md) of any complexity or [conditionally shape your data](../shape-report-data/specify-conditions-for-report-elements.md). - - Click a property's marker to see whether the invoked context menu has the **PropertyName Expression** item that invokes the **Expression Editor**. - - ![Property Marker](../../../images/eurd-binding-modes-property-marker.png) - - The **Expression Editor** allows you to use functions, access report bands and controls, and reference data source values in the constructed expression. - - ![Expression Editor](../../../images/eurd-binding-modes-expression-editor.png) - -* **Expressions Advanced** is the advanced Expression mode. - - This mode enables you to specify an expression that is evaluated within a control's specific event. - - ![property-grid-expression-advanced-tab](../../../images/eurd-binding-modes-expressions-advanced.png) - - The **Expression Editor** allows you to use event argument values in the constructed expressions. Event arguments are available in the [Variables](expression-language.md) section. - - In the **BeforePrint** event, you can use data fields from all queries in the data source. - - ![Expression Editor for the BeforePrint event](../../../images/eurd-binding-modes-data-fields.png) - - In the **PrintOnPage** event, data source fields are not available because data was fetched when this event occurs. You can use the event arguments that are available in the [Variables](expression-language.md) section. - - ![Expression Editor for the PrintOnPage event](../../../images/eurd-binding-modes-event-arguments.png) diff --git a/reporting-for-web/articles/report-designer/use-expressions/expression-language.md b/reporting-for-web/articles/report-designer/use-expressions/expression-language.md deleted file mode 100644 index c3a2a4bb59..0000000000 --- a/reporting-for-web/articles/report-designer/use-expressions/expression-language.md +++ /dev/null @@ -1,371 +0,0 @@ ---- -title: Expression Language -owner: Mary Sammal ---- -# Expression Language - -This section describes the report-specific expression syntax. - -## Expression Syntax - -An expression is a text string that specifies what data to take and how to process it to obtain a value. For instance, the following expression returns an integer value of `5`: - -` -3 + 2 -` - -An expression string can consist of multiple lines that include constants, operators, function calls, fields or parameters, report items, and comments: - -``` -/* -This expression is set for the Visible property of a control -to show/hide the control based on the ShowTotalAmount parameter value. -*/ - -Iif ( - ?ShowTotalAmount == True, - True, - False - ) -``` - -## Constants - -* String constants - Wrap string constants in apostrophes. If a string contains an apostrophe, double the apostrophe. - ``` - [Country] == 'France' - [Name] == 'O''Neil' - ``` - -* Date-time constants - Wrap date-time constants in '#'. - ``` - [OrderDate] >= #2018-03-22 13:18:51.94944# - ``` - -* True - The Boolean True value. - ``` - [InStock] == True - ``` - -* False - The Boolean False value. - ``` - [InStock] == False - ``` - -* Enumeration - Specify an enumeration value by its underlying integer value. - ``` - [Status] == 1 - ``` - -* Guid - Wrap a Guid constant in curly braces. Use Guid constants in a relational operation with equality or inequality operators only. - ``` - [OrderID] == {513724e5-17b7-4ec6-abc4-0eae12c72c1f} - ``` - -* Numeric - Specify numeric constant types in a string form by suffixes: - * Int32 (int) - _1_ - * Int16 (short) - _1s_ - * Byte (byte) - _1b_ - * Double (double) - _1.0_ - * Single (float) - _1.0f_ - * Decimal (decimal) - _1.0m_ - - | Value | Suffix | Example | - | --- | --- | --- | - | 32-bit integer | No suffix | [CategoryID] == _1_ | - | 16-bit integer | s | [CategoryID] == _1s_ | - | Byte | b | [CategoryID] == _1b_ | - | Double-precision floating-point number | No suffix | [Length] == _1.0_ | - | Single-precision floating-point number | f | [Length] == _1.0f_ | - | Decimal floating-point number | m | [Price] == _25.0m_ | - -* ? - A null reference that does not refer to any object. - We recommend that you use the **IsNull** unary operator (for example, "[Region] is null") or the **IsNull** logical function (for example, "IsNull([Region])") instead of **?**. - ``` - [Region] != ? - ``` - -## Operators - -* \+ - Adds the value of one numeric expression to another or concatenates two strings. - ``` - [UnitPrice] + 4 - [FirstName] + ' ' + [LastName] - ``` - -* \- - Finds the difference between two operands. - ``` - [Price1] - [Price2] - ``` - -* \* - Multiplies the value of two operands. - ``` - [Quantity] * [UnitPrice] - ``` - -* / - Divides the first operand by the second. - ``` - [Quantity] / 2 - ``` - -* % - Divides one numeric operand by the other and returns the remainder (modulus). - ``` - [Quantity] % 3 - ``` - -* | - Performs a bitwise inclusive OR operation on two numeric expressions. Compares each bit of its first operand to the corresponding bit of its second operand. If either bit is 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. - ``` - [Number] | [Number] - ``` - -* & - The bitwise AND operator. Compares each bit of its first operand to the corresponding bit of its second operand. If the two bits are 1, the corresponding resulting bit is set to 1. Otherwise, the corresponding resulting bit is set to 0. - ``` - [Number] & 10 - ``` - -* ^ - Performs a bitwise exclusive OR operation on two numeric expressions. - ``` - [Number] ^ [Number] - ``` - -* == - Returns **True** if both operands are equal; otherwise, it returns **False**. - ``` - [Quantity] == 10 - ``` - -* != - Returns **True** if the operands are not equal; otherwise, it returns **False**. - ``` - [Country] != 'France' - ``` - -* < - Less than operator. Used to compare expressions. - ``` - [UnitPrice] < 20 - ``` - -* <= - Less than or equal to operator. Used to compare expressions. - ``` - [UnitPrice] <= 20 - ``` - -* >= - Greater than or equal to operator. Used to compare expressions. - ``` - [UnitPrice] >= 30 - ``` - -* > - Greater than operator. Used to compare expressions. - ``` - [UnitPrice] > 30 - ``` - -* In (,,,) - Tests for the existence of a property in an object. - ``` - [Country] In ('USA', 'UK', 'Italy') - ``` - -* Between (,) - Specifies a range to test. Returns **True** if a value is greater than or equal to the first operand and less than or equal to the second operand. - ``` - [Quantity] Between (10, 20) - ``` - -* And (&&) - Performs a logical conjunction on two Boolean expressions. - ``` - [InStock] And ([ExtendedPrice]> 100) - [InStock] && ([ExtendedPrice]> 100) - ``` - -* Or (||) - Performs a logical disjunction on two Boolean expressions. - ``` - [Country]=='USA' Or [Country]=='UK' - [Country]=='USA' \|| [Country]=='UK' - ``` - -* ~ - Performs a bitwise negation on a numeric expression. - ``` - ~[Roles] = 251 - ``` - -* Not (!) - Performs a logical negation on a Boolean expression. - ``` - Not [InStock] - ![InStock] - ``` - -* + - Returns a numeric expression's value (a unary operator). - ``` - +[Value] = 10 - ``` - -* - - Returns the negative of a numeric expression's value (a unary operator). - ``` - -[Value] = 20 - ``` - -* Is Null - Returns **True** if an expression is a null reference (one that does not refer to any object). - ``` - [Region] is null - ``` - -## Operator Precedence - -When an expression contains multiple operators, these operators are evaluated in the following sequence: - -* Literal values -* Parameters -* Identifiers -* OR (left-associative) -* AND (left-associative) -* The '.' relationship qualifier (left-associative) -* ==, != -* <, >, <=, >= -* -, + (left-associative) -* *, /, % (left-associative) -* NOT -* Unary - -* In -* Iif -* Trim(), Len(), Substring(), IsNull() -* '[]' (for set-restriction) -* '()' - -Group elements with parentheses to change operator precedence. For instance, operators are applied in the default order in the following expression: - -`Accounts[Amount == 2 + 48 * 2]` - -In the next expression, the addition operation is applied first, because its associated elements are grouped with parentheses, and the multiplication operation is applied last. - -`Accounts[Amount == (2 + 48) * 2]` - -## Functions - -The expression language includes a set of functions that extend an expression's capabilities: - -* Logical functions -* Date and time functions -* Math functions -* String functions -* Functions for expression bindings and calculated fields -* Functions for stored procedures -* Functions for the Summary Expression Editor - -You can also implement custom functions. - -See the following topic for a complete list of functions that are available in expressions: [Functions in Expressions](functions-in-expressions.md). - -## Case Sensitivity - -Operators are case-insensitive. Case sensitivity of values can depend on the data source. For instance, SQL Server Express 2005 is configured as case-insensitive. In this case, the following [filter expression](../shape-report-data/filter-data/filter-data-at-the-report-level.md) always evaluates to **True**: - -`Lower(Name) == Upper(Name)` - -## Escape Keywords - -You can mark a keyword-like field name with the **@** escape character. In the expression below, the **CriteriaOperator.Parse** method interprets `@Or` as a field named **Or**, not the logical operator OR. - -`@Or = 'value'` - -## Escape Characters - -Use a backslash (`\`) as an escape character for characters in an expression, as shown below: - -`\[` - -`\\` - -`\'` - -Use an apostrophe (`'`) as an escape character for string literals: - -`'A parameter''s value is:' + ?parameter1` - -## Data Fields and Calculated Fields - -Enclose a data field or calculated field's name in square brackets (```[``` and ```]```): - -``` -/* -This expression is set for a control's Text property -to bind the control to the UnitPrice data field. -*/ -[UnitPrice] -``` - -Ensure that the field with the specified name exists in the report's data source and data member. - -You can refer to data fields from a data member that is not specified as the report's data member (only the first record is returned): - -``` -/* -This expression is set for a control's Text property -to bind the control to the UnitPrice data field from the Products data member -(the report is not bound to Products). -*/ -[Products].[UnitPrice] -``` - -## Report Parameters - -Use the following syntax to insert [report parameters](../use-report-parameters.md) in an expression: - -- Type a question mark before a parameter's name. - - `?parameter1` - -- (*Obsolete*) Use the "Parameters." prefix in front of a report parameter's name. - - `[Parameters.parameter1]` - -## Enumerations - -Do one of the following to assign an enumeration value to a property: - -- Specify an enumeration value by its underlying integer value. - - `[Borders] = 1` - -- The **Expression Editor** can help you specify a string value for built-in enumerations: - - ![Enumeration in Expression Editor](../../../images/eurd-web-enumerations-in-expression-editor.png) - -## Comments - -The expression language supports comments. For example: - -``` -/* -This is a comment within an expression. -*/ -``` - -Comments start with the ```/*``` sequence and end at the matching ```*/``` sequence. diff --git a/reporting-for-web/articles/report-designer/use-expressions/expressions-overview.md b/reporting-for-web/articles/report-designer/use-expressions/expressions-overview.md deleted file mode 100644 index b1628a9edf..0000000000 --- a/reporting-for-web/articles/report-designer/use-expressions/expressions-overview.md +++ /dev/null @@ -1,86 +0,0 @@ ---- -title: Expressions Overview -owner: Sergey Andreev ---- -# Expressions Overview - -Use expressions to accomplish the following tasks: -* [Retrieve data](../use-report-elements/bind-controls-to-data.md) -* [Format data values](../shape-report-data/format-data.md) -* [Create calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md) -* [Calculate summaries](../shape-report-data/calculate-summaries.md) -* [Specify conditions for report elements](../shape-report-data/specify-conditions-for-report-elements.md) -* [Specify conditions for data source queries](../bind-to-data/specify-query-parameters.md) - -## How to Specify an Expression - -In the Report Designer, properties that support expressions have an `f` button in the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Click this button to specify an expression in the invoked Expression Editor. - -![Properties Window - f Buttons](../../../images/eurd-web-f-button.png) - -In **Expressions Advanced** mode, the Report Designer allows you to specify expressions that are evaluated within specific events: - -* The **BeforePrint** event where you can use data fields from all queries in the data source. -* The **PrintOnPage** event fetches the number of pages in the report and the current page. You can use these variables to specify conditions for report items. - -See the following topic for more information: [Data Binding Modes](data-binding-modes.md). - -## Expression Editor - -The Report Designer's Expression Editor has a graphical interface that allows you to create and edit expressions. - -![Expression Editor](../../../images/eurd-web-expression-editor.png) - -Use one of the following ways to invoke the Expression Editor: - -* Select a report, band, or control. The `f` button appears next to the selection. Click this button to invoke the Expression Editor. - - ![The f Button Near the Control](../../../images/eurd-web-smarttag-f-button.png) - -* In the **Properties** window, if an expression can be set for a property, the `f` button appears near the value editor. Click this button to invoke the Expression Editor. - - ![Properties Window - f Buttons](../../../images/eurd-web-f-button.png) - - The `f` button changes its color to blue to indicate that an expression is set for a property. - - ![The f Button Indicates that an Expression is Set](../../../images/eurd-web-properties-window-f-button-blue.png) - -The Editor lists all properties for which you can specify an expression. - -Click a property to specify an expression. - -![Properties List in the Expression Editor](../../../images/eurd-web-expression-editor-properties-list.png) - -An `f` icon appears next to a property where an expression is set. - -![The Text Expression Is Set](../../../images/eurd-web-expression-editor-properties-list-expression-set.png) - -The Editor highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). - -![Intellisense in the Expression Editor](../../../images/eurd-web-expression-editor-intellisense.png) - -The Expression Editor displays all the errors it finds in the specified expression. - -![Expressions_ExpressionEditor_ErrorValidation](../../../images/eurd-web-expression-editor-syntax-error.png) - -The Editor lists a tree with language elements and items that you can use in an expression. - -![Items to Use in Expressions](../../../images/eurd-web-expression-editor-expression-items.png) - -## FilterString Editor - -You can use the Report Designer's **FilterString Editor** to specify the **FilterString** property of a report, Cross Tab, or Chart Series. - -The **FilterString Editor**'s visual interface allows you to use an unlimited number of conditions and combine them with logical operators to create filter criteria. You can also switch to Text mode and type a filter string. - -![FilterString Editor](../../../images/eurd-web-filterstring-editor.png) - -The **FilterString Editor** highlights an expression's syntax and supports intelligent code completion (which suggests functions and available data elements as you type). - -![Syntax Highlight](../../../images/eurd-web-filterstring-editor-intellisense.png) - -## Expression Syntax - -An expression can include field names, constants, operators, functions, data fields, and parameters. - -See the following topic for more information: [Expression Language](expression-language.md). diff --git a/reporting-for-web/articles/report-designer/use-expressions/functions-in-expressions.md b/reporting-for-web/articles/report-designer/use-expressions/functions-in-expressions.md deleted file mode 100644 index 7aa1dedc5d..0000000000 --- a/reporting-for-web/articles/report-designer/use-expressions/functions-in-expressions.md +++ /dev/null @@ -1,496 +0,0 @@ ---- -title: 'Functions in Expressions' -owner: Sergey Andreev ---- -# Functions in Expressions - -This topic lists the functions that you can use in an [expression](expressions-overview.md). - -## Aggregate Functions - -| Function | Description | Example | -|---|---|---| -| Avg(Value) | Evaluates the average of the values in the collection. | [Products].Avg([UnitPrice]) | -| Count() | Returns the number of objects in a collection. | [Products].Count() | -| Exists() | Determines whether the object exists in the collection. | [Categories][[CategoryID] == 7].Exists() | -| Join() | Concatenates all Expression values in the _Collection_ based on the specified _Condition_ (optional) into a single string separated by the specified _Separator_ (optional). If you do not specify a _Separator_, the function uses a comma.
The function has the following overloads:
`[Collection][Condition].Join(Expression)`
`[Collection][Condition].Join(Expression, Separator)`| The following expression concatenates _CompanyName_ field values within a report grouped by the _CategoryID_ field into a single string separated by a semicolon: `[][[CategoryID] == [^.CategoryID]].Join([CompanyName], ';')`| -| Max(Value) | Returns the maximum expression value in a collection. | [Products].Max([UnitPrice]) | -| Min(Value) | Returns the minimum expression value in a collection. | [Products].Min([UnitPrice]) | -| Single() | Returns an object if it is the only element in a collection. | [Accounts].Single() is not null | -| Single(Expression) | You can pass an expression as a parameter: *[Collection][Condition].Single(Expression)*. This function returns the _Expression_ if the _Collection_ contains only one object that meets the specified _Condition_ (optional). | [Collection].Single([Property1]) - returns the found object's property value.| -| Sum(Value) | Returns the sum of all expression values in the collection. | [Products].Sum([UnitsInStock]) | - -## Date and Time Functions - -| Function | Description | Example | -|---|---|---| -| IsThisWeek(Date) | Returns `True` if the specified date falls within the current week.| _Example_: `IsThisWeek([OrderDate])` | -|IsThisMonth(Date) | Returns `True` if the specified date falls within the current month.
To create the **IsThisMonth** operator using the [CriteriaOperator.Parse](/CoreLibraries/DevExpress.Data.Filtering.CriteriaOperator.Parse.overloads?v=25.1) method, use the following syntax: **CriteriaOperator.Parse(“IsThisMonth(StartDate)”)**. | _Example_: `IsThisMonth([OrderDate])` | -|IsThisYear(Date) | Returns `True` if the specified date falls within the current year. | _Example_: `IsThisYear([OrderDate])` | -|LocalDateTimeLastMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is one month before the current date, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeLastMonth(), 5)` | -|LocalDateTimeLastYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the previous year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeLastYear(), 5)` | -|LocalDateTimeTwoMonthsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the month after the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeTwoMonthAway(), 5)` | -|LocalDateTimeTwoYearsAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the year after the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeTwoYearsAway(), 5)` | -|LocalDateTimeYearBeforeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the date one year ago, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeYearBeforeToday(), 5)` | -|InDateRange(Date, FromDate, ToDate) | Returns `True` if the date part of the first operand is greater than or equal to the date part of the second operand and less than or equal to the date part of the third operand. Otherwise, returns `False`. If operands cannot be compared, returns `null`. | _Example_: `InDateRange([OrderDate], #2022-01-01 00:00:00#, #2022-12-31 23:59:59#)` | -|IsJanuary(Date) | Returns True if the specified date falls within January. | _Example_: `IsJanuary([OrderDate])` | -|IsFebruary(Date) | Returns True if the specified date falls within February. | _Example_: `IsFebruary([OrderDate])` | -|IsMarch(Date) | Returns True if the specified date falls within March. | _Example_: `IsMarch([OrderDate])` | -|IsApril(Date) | Returns True if the specified date falls within April. | _Example_: `IsApril([OrderDate])` | -|IsMay(Date) | Returns True if the specified date falls within May. | _Example_: `IsMay([OrderDate])` | -|IsJune(Date) | Returns True if the specified date falls within June. | _Example_: `IsJune([OrderDate])` | -|IsJuly(Date) | Returns True if the specified date falls within July. | _Example_: `IsJuly([OrderDate])` | -|IsAugust(Date) | Returns True if the specified date falls within August. | _Example_: `IsAugust([OrderDate])` | -|IsSeptember(Date) | Returns True if the specified date falls within September. | _Example_: `IsSeptember([OrderDate])` | -|IsOctober(Date) | Returns True if the specified date falls within October. | _Example_: `IsOctober([OrderDate])` | -|IsNovember(Date) | Returns True if the specified date falls within November. | _Example_: `IsNovember([OrderDate])` | -|IsDecember(Date) | Returns True if the specified date falls within December. | _Example_: `IsDecember([OrderDate])` | -|IsLastMonth(Date) | Returns True if the specified date falls within the previous month. | _Example_: `IsLastMonth([OrderDate])` | -|IsLastYear(Date) | Returns True if the specified date falls within the previous year. | _Example_: `IsLastYear([OrderDate])` | -|IsNextMonth(Date) | Returns True if the specified date falls within the next month. | _Example_: `IsNextMonth([OrderDate])` | -|IsNextYear(Date) | Returns True if the specified date falls within the next year. | _Example_: `IsNextYear([OrderDate])` | -|IsYearToDate(Date) | Returns `True` if the specified date falls within the period that starts from the first day of the current year and continues until the current date (including the current date). | _Example_: `IsYearToDate([OrderDate])` | -|IsSameDay(\[Date1\], \[Date2\]) | Returns `True` if the specified date/time value falls within the same day. | _Example_: `IsSameDay([OrderDate], [ShippedDate])` | -|LocalDateTimeDayAfterTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is two days after the current date, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeDayAfterTomorrow(), 5)` | -|LocalDateTimeLastWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days before the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeLastWeek(), 5)` | -|LocalDateTimeNextMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is the first day of the next month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeNextMonth(), 5)` | -|LocalDateTimeNextWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that has the date part that is 7 days after the start of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeNextWeek(), 5)` | -|LocalDateTimeNextYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that corresponds to the first day of the next year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeNextYear(), 5)` | -|LocalDateTimeNow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current moment in time. | _Example_: `AddDays(LocalDateTimeNow(), 5)` | -|LocalDateTimeThisMonth() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current month, and the time part of 00:00:00. | _Example_: `AddMonths(LocalDateTimeThisMonth(), 5)` | -|LocalDateTimeThisWeek() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeThisWeek(), 5)` | -|LocalDateTimeThisYear() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the current year, and the time part of 00:00:00. | _Example_: `AddYears(LocalDateTimeThisYear(), 5)` | -|LocalDateTimeToday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the start of the current day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeToday(), 5)` | -|LocalDateTimeTomorrow() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the next day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTomorrow(), 5)` | -|LocalDateTimeTwoWeeksAway() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the first day of the week after the next week, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeTwoWeeksAway(), 5)` | -|LocalDateTimeYesterday() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value with the date part that is the previous day, and the time part of 00:00:00. | _Example_: `AddDays(LocalDateTimeYesterday(), 5)` | -|AddTicks(DateTime, AddTicks) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the specified number of ticks before or after a specified start date. | _Example_: `AddTicks([OrderDate], 500000)` | -|AddMilliSeconds(Time, MilliSecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of milliseconds before or after a specified start date/time.| _Example_: `AddMilliSeconds([StartTime], 200)` | -|AddSeconds(Time, SecondsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of seconds before or after a specified start date/time. | _Example_: `AddSeconds([StartTime], 120)` | -|AddMinutes(Time, MinutesCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of minutes before or after a specified start date/time. | _Example_: `AddMinutes([StartTime], 30)` | -|AddHours(Time, HoursCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[TimeOnly](https://learn.microsoft.com/dotnet/api/system.timeonly) value that is the specified number of hours before or after a specified start date/time. | _Example_: `AddHours([StartTime], 5)` | -|AddDays(Date, DaysCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of days before or after a specified start date. | _Example_: `AddDays([OrderDate], 10)` | -|AddMonths(Date, MonthsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of months before or after a specified start date.| _Example_: `AddMonths([OrderDate], 3)` | -|AddYears(Date, YearsCount) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime)/[DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value that is the specified number of years before or after a specified start date. | _Example_: `AddYears([OrderDate], 2)` | -|AddTimeSpan(DateTime, TimeSpan) | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that differs by a specified amount of time from a specified date. | _Example_: `AddTimeSpan([OrderDate], [Duration])` | -|DateDiffDay(StartDate, EndDate) | Returns the number of day boundaries between the specified dates. | _Example_: `DateDiffDay([OrderDate], Now())` | -|DateDiffMonth(StartDate, EndDate) | Returns the number of month boundaries between the specified dates. | _Example_: `DateDiffMonth([OrderDate], Now())` | -|DateDiffYear(StartDate, EndDate) | Returns the number of year boundaries between the specified dates. | _Example_: `DateDiffYear([OrderDate], Now())` | -|DateDiffMilliSecond(StartTime, EndTime) | Returns the number of millisecond boundaries between the specified dates/times. | _Example_: `DateDiffMilliSecond([StartTime], Now())` | -|DateDiffMinute(StartTime, EndTime) | Returns the number of minute boundaries between the specified dates/times.| _Example_: `DateDiffMinute([StartTime], Now())` | -|DateDiffSecond(StartTime, EndTime) | Returns the number of second boundaries between the specified dates/times.| _Example_: `DateDiffSecond([StartTime], Now())` | -|DateDiffHour(StartTime, EndTime) | Returns the number of hour boundaries between the specified dates/times. | _Example_: `DateDiffHour([StartTime], Now())` | -|DateDiffTick(StartDate, EndDate) | Returns the number of tick boundaries between the specified dates. | _Example_: `DateDiffTick([OrderDate], Now())` | -|GetDate(Date) | Returns the date part of the specified date.| _Example_: `GetDate([OrderDate])` | -|GetYear(Date) | Gets the year in the specified date. | _Example_: `GetYear([OrderDate])` | -|GetMonth(Date) | Gets the month in the specified date. | _Example_: `GetMonth([OrderDate])` | -|GetDay(Date) | Gets the day of the month in the specified date. | _Example_: `GetDay([OrderDate])` | -|GetDayOfYear(Date) | Gets the day of the year in the specified date. | _Example_: `GetDayOfYear([OrderDate])` | -|GetDayOfWeek(Date) | Gets the day of the week in the specified date. | _Example_: `GetDayOfWeek([OrderDate])` | -|GetHour(Time) | Returns the hours value in the specified date/time. | _Example_: `GetHour([StartTime])` | -|GetMinute(Time) | Returns the minutes value in the specified date/time. | _Example_: `GetMinute([StartTime])` | -|GetSecond(Time) | Returns the seconds value in the specified date/time.| _Example_: `GetSecond([StartTime])` | -|GetMilliSecond(Time) | Returns the milliseconds value in the specified date/time. | _Example_: `GetMilliSecond([StartTime])` | -|GetTimeOfDay(DateTime) | Gets the time part of the specified date. | _Example_: `GetTimeOfDay([OrderDate])` | -|Now() | Returns the [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date and time. | _Example_: `AddDays(Now(), 7)` | -|Today() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) value that is the current date. The time part is set to 00:00:00. | _Example_: `AddDays(Today(), 3)` | -|UtcNow() | Returns a [DateTime](https://learn.microsoft.com/dotnet/api/system.datetime) object that is the current date and time in Universal Coordinated Time (UTC). | _Example_: `AddDays(UtcNow(), 7)` | -|DateTimeFromParts(Year, Month, Day) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day])` | -|DateTimeFromParts(Year, Month, Day, Hour) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour])` | -|DateTimeFromParts(Year, Month, Day, Hour, Minute) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute])` | -|DateTimeFromParts(Year, Month, Day, Hour, Minute, Second) | Returns a date value constructed from the specified Year, Month, Day, Hour, Minute, Second, and Millisecond. | _Example_: `DateTimeFromParts([Year], [Month], [Day], [Hour], [Minute], [Second])` | -|DateOnlyFromParts(Year, Month, Day) | Returns a [DateOnly](https://learn.microsoft.com/dotnet/api/system.dateonly) value constructed from the specified Year, Month, and Day.| _Example_: `DateOnlyFromParts([Year], [Month], [Day])` | -|TimeOnlyFromParts(Hour, Minute) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute])` | -|TimeOnlyFromParts(Hour, Minute, Second) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second])` | -|TimeOnlyFromParts(Hour, Minute, Second, Millisecond) | Returns a TimeOnly value constructed from the specified hour, minute, seconds (optional), and milliseconds (optional). | _Example_: `TimeOnlyFromParts([Hour], [Minute], [Second], [Millisecond])` | -|AfterMidday(Time) | Returns `True` if the specified time is after 12:00 PM. | _Example_: `AfterMidday([StartTime])` | -|BeforeMidday(Time) | Returns `True` if the specified time is before 12:00 PM. | _Example_: `BeforeMidday([StartTime])` | -|IsAfternoon(Time) | Returns `True` if the specified time falls between 12:00 PM and 6:00 PM. | _Example_: `IsAfternoon([StartTime])` | -|IsEvening(Time) | Returns `True` if the specified time falls between 6:00 PM and 9:00 PM. | _Example_: `IsEvening([StartTime])` | -|IsFreeTime(Time) | Returns `True` if the specified time falls within free time. | _Example_: `IsFreeTime([StartTime])` | -|IsLastHour(Time) | Returns `True` if the specified time falls within the last hour. | _Example_: `IsLastHour([StartTime])` | -|IsLunchTime(Time) | Returns `True` if the specified time falls within the lunch time. | _Example_: `IsLunchTime([StartTime])` | -|IsMorning(Time) | Returns `True` if the specified time falls within between 6:00 AM and 12:00 PM. | _Example_: `IsMorning([StartTime])` | -|IsNextHour(Time) | Returns `True` if the specified time falls within the next hour. | _Example_: `IsNextHour([StartTime])` | -|IsNight(Time) | Returns `True` if the specified time falls between 9:00 PM and 9:00 AM. | _Example_: `IsNight([StartTime])` | -|IsSameHour(Time) | Returns `True` if the specified time falls within the same hour. | _Example_: `IsSameHour([StartTime])` | -|IsSameTime(Time) | Returns `True` if the specified time falls within the same time of day (hour and minute). | _Example_: `IsSameTime([StartTime])` | -|IsThisHour(Time) | Returns `True` if the specified time falls within the hour. | _Example_: `IsThisHour([StartTime])` | -|IsWorkTime(Time) | Returns `True` if the specified time falls within work time. | _Example_: `IsWorkTime([StartTime])` | - - -## Logical Functions - -* Iif(Expression1, True_Value1, ..., ExpressionN, True_ValueN, False_Value) - Returns one of several specified values depending upon the values of logical expressions. - - The function can take *2N+1* arguments (*N* - the number of specified logical expressions): - - - Each odd argument specifies a logical expression. - - - Each even argument specifies the value that is returned if the previous expression evaluates to **True**. - - - **...** - - - The last argument specifies the value that is returned if the previously evaluated logical expressions yielded **False**. - ``` - Iif(Name = 'Bob', 1, Name = 'Dan', 2, Name = 'Sam', 3, 4)") - ``` - -* IsNull(Value) - Returns True if the specified Value is NULL. - ``` - IsNull([OrderDate]) - ``` - -* IsNull(Value1, Value2) - Returns Value1 if it is not set to NULL; otherwise, Value2 is returned. - ``` - IsNull([ShipDate], [RequiredDate]) - ``` - -* IsNullOrEmpty(String) - Returns True if the specified String object is NULL or an empty string; otherwise, False is returned. - ``` - IsNullOrEmpty([ProductName]) - ``` - -## Math Functions - -| Function | Description | Example | -|---|---|---| -| Abs(Value) | Returns the given numeric expression's absolute, positive value. | Abs(1 - [Discount]) | -| Acos(Value) | Returns a number's arccosine (the angle in radians, whose cosine is the given float expression). | Acos([Value]) | -| Asin(Value) | Returns a number's arcsine (the angle in radians, whose sine is the given float expression). | Asin([Value]) | -| Atn(Value) | Returns a number's arctangent (the angle in radians, whose tangent is the given float expression). | Atn([Value]) | -| Atn2(Value1, Value2) | Returns the angle whose tangent is the quotient of two specified numbers in radians. | Atn2([Value1], [Value2]) | -| BigMul(Value1, Value2) | Returns an Int64 containing the full product of two specified 32-bit numbers. | BigMul([Amount], [Quantity]) | -| Ceiling(Value) | Returns the smallest integer that is greater than or equal to the numeric expression. | Ceiling([Value]) | -| Cos(Value) | Returns the angle's cosine, in radians. | Cos([Value]) | -| Cosh(Value) | Returns the angle's hyperbolic cosine, in radians. | Cosh([Value]) | -| Exp(Value) | Returns the float expression's exponential value. | Exp([Value]) | -| Floor(Value) | Returns the largest integer less than or equal to the numeric expression. | Floor([Value]) | -| Log(Value) | Returns a specified number's natural logarithm. | Log([Value]) | -| Log(Value, Base) | Returns the logarithm of a specified number in a specified Base. | Log([Value], 2) | -| Log10(Value) | Returns a specified number's base 10 logarithm. | Log10([Value]) | -| Max(Value1, Value2) | Returns the maximum value from the specified values. | Max([Value1], [Value2]) | -| Min(Value1, Value2) | Returns the minimum value from the specified values. | Min([Value1], [Value2]) | -| Power(Value, Power) | Returns a specified number raised to a specified power. | Power([Value], 3) | -| Rnd() | Returns a random number that is less than 1, but greater than or equal to zero. | Rnd()*100 | -| Round(Value) | Rounds the given value to the nearest integer. | Round([Value]) | -| Round(Value, Precision) | Rounds the given value to the nearest integer, or to a specified number of decimal places. | Round([Value], 2) | -| Sign(Value) | Returns the positive (+1), zero (0), or negative (-1) sign of the given expression. | Sign([Value]) | -| Sin(Value) | Returns the sine of the angle defined in radians. | Sin([Value]) | -| Sinh(Value) | Returns the hyperbolic sine of the angle defined in radians. | Sinh([Value]) | -| Sqr(Value) | Returns the square root of a given number. | Sqr([Value]) | -| Tan(Value) | Returns the tangent of the angle defined in radians. | Tan([Value]) | -| Tanh(Value) | Returns the hyperbolic tangent of the angle defined in radians. | Tanh([Value]) | -| ToDecimal(Value) | Converts Value to an equivalent decimal number. | ToDecimal([Value]) | -| ToDouble(Value) | Converts Value to an equivalent 64-bit double-precision floating-point number. | ToDouble([Value]) | -| ToFloat(Value) | Converts Value to an equivalent 32-bit single-precision floating-point number. | ToFloat([Value]) | -| ToInt(Value) | Converts Value to an equivalent 32-bit signed integer. | ToInt([Value]) | -| ToLong(Value) | Converts Value to an equivalent 64-bit signed integer. | ToLong([Value]) | - -## Reporting Functions - -* Argb(Alpha, Red, Green, Blue) - Returns a string defining a color using the Alpha, Red, Green, and Blue color channel values. - ``` - Argb(1,200, 30, 200) - /* Result: '1,200,30,200'*/ - ``` - -* GetDisplayText(?parameterName) - Returns a Display Text for a parameter's lookup value. - - For **non-lookup parameters**, this function returns a value converted to string. - ``` - /* ?employeeParameter stores static or dynamic predefined values - where EmployeeID is a parameter value - and EmployeeName is a display text. */ - GetDisplayText(?employeeParameter) - ``` - -* Rgb(Red, Green, Blue) - Returns a string defining a color using the Red, Green, and Blue color channel values. - ``` - Rgb(30,200,150) - /* Result: '30,200,150' */ - ``` - -* CurrentRowIndexInGroup() - - Returns the current row's index within the group. - - The following expression adds row indexes in the group: - - ```CurrentRowIndexInGroup(0) + 1``` - -* GroupIndex(level) - - Locates the parent group row at the specified nesting level and returns that row's index. - - The following expression displays indexes of root-level groups: - - ```GroupIndex(1) + 1``` - -* NextRowColumnValue(columnName) - - Obtains the next row and returns the value from the specified column. - -* PrevRowColumnValue(columnName) - - Obtains the previous row and returns the value from the specified column. - -## String Functions - -| Function | Description | Example | -|---|---|---| -| Ascii(String) | Returns the ASCII code value of the leftmost character in a character expression. | Ascii('a') | -| Char(Number) | Converts an integerASCIICode to a character. | Char(65) + Char(51) | -| CharIndex(String1, String2) | Returns the starting position of String1 within String2, beginning from the zero character position to the end of a string. | CharIndex('e', 'devexpress') | -| CharIndex(String1, String2, StartLocation) | Returns the starting position of String1 within String2, beginning from the StartLocation character position to the end of a string. | CharIndex('e', 'devexpress', 2) | -| Concat(String1, ... , StringN) | Returns a string value containing the concatenation of the current string with any additional strings. | Concat('A', ')', [ProductName]) | -| Contains(String1, SubString1) | Returns True if SubString1 occurs within String1; otherwise, False is returned. | Contains([ProductName], 'dairy') | -| EndsWith(String1, SubString1) | Returns True if the end of String1 matches SubString1; otherwise, False is returned. | EndsWith([Description], 'The end.') | -| Insert(String1, StartPosition, String2) | Inserts String2 into String1 at the position specified by StartPositon | Insert([Name], 0, 'ABC-') | -| Len(Value) | Returns an integer containing either the number of characters in a string or the nominal number of bytes required to store a variable. | Len([Description]) | -| Lower(String) | Returns String in lowercase. | Lower([ProductName]) | -| PadLeft(String, Length) | Left-aligns the defined string's characters, padding its left side with white space characters up to a specified total length. | PadLeft([Name], 30) | -| PadLeft(String, Length, Char) | Left-aligns the defined string's characters, padding its left side with the specified Char up to a specified total length. | PadLeft([Name], 30, '<') | -| PadRight(String, Length) | Right-aligns the defined string�s characters, padding its left side with empty space characters up to a specified total length. | PadRight([Name], 30) | -| PadRight(String, Length, Char) | Right-aligns the defined string�s characters, padding its left side with the specified Char up to a specified total length. | PadRight([Name], 30, '>') | -| Remove(String, StartPosition) | Deletes all the characters from this instance, beginning at a specified position. | Remove([Name], 3) | -| Remove(String, StartPosition, Length) | Deletes a specified number of characters from this instance, beginning at a specified position. | Remove([Name], 0, 3) | -| Replace(String1, SubString2, String3) | Returns a copy of String1, in which SubString2 has been replaced with String3. | Replace([Name], 'The ', '') | -| Reverse(String) | Reverses the order of elements within String. | Reverse([Name]) | -| StartsWith(String1, SubString1) | Returns True if the beginning of String1 matches SubString1; otherwise, False. | StartsWith([Title], 'The best') | -| Substring(String, StartPosition, Length) | Retrieves a substring from String. The substring starts at StartPosition and has a specified Length. | Substring([Description], 2, 3) | -| Substring(String, StartPosition) | Retrieves a substring from String. The substring starts at StartPosition. | Substring([Description], 2) | -| ToStr(Value) | Returns a string representation of an object. | ToStr([ID]) | -| Trim(String) | Removes all leading and trailing SPACE characters from String. | Trim([ProductName]) | -| Upper(String) | Returns String in uppercase. | Upper([ProductName]) | - -## Functions for Expression Bindings and Calculated Fields - -Below is a list of functions that are used to construct [expression bindings](data-binding-modes.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md): - -* NewLine() - Returns the newline string defined for the current environment. - ``` - [CategoryName]+NewLine()+[Description] - /* - Result: - Beverages - Soft drinks, coffees, teas, beers and ales. - /* - ``` - -* FormatString(Format, Value1, ... , ValueN) - Returns the specified string with formatted field values. - See the following topic for details: [Format Data](../shape-report-data/format-data.md). - ``` - FormatString('{0:$0.00}', [UnitPrice]) - /* - Result: $45.60 - */ - ``` - -* Rgb(Red, Green, Blue) - Returns a string defining a color using the Red, Green, and Blue color channel values. - ``` - Rgb(30,200,150) - /* - Result: '30,200,150' - */ - ``` - -* Join() - Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function is useful when you [bind a multi-value parameter to a label](../use-report-parameters/create-a-report-parameter.md) to display the parameter's values in a report. - - This function has two overloads: - - * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. - * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. - ``` - Join(?CategoriesParameter) - /* - Result: Beverages, Condiments - */ - Join(?CategoriesParameter, newline()) - /* - Result: - Beverages - Condiments - */ - -## Functions for Stored Procedures - -The following functions are used to bind a report to a stored procedure: - -* Join() - Concatenates the [multi-value report parameter](../use-report-parameters/multi-value-report-parameters.md)'s values into a string. This function can be used when mapping multi-value report parameters to query parameters generated from a stored procedure's parameters. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). - - This function has two overloads: - - * Join(parameter) - concatenates the specified parameter's values using a comma as a separator. - * Join(parameter, separator) - concatenates the specified parameter's values using the specified separator. - ``` - Join(?Parameter1) - ``` - -* CreateTable(Column1, ..., ColumnN) - Creates a table from several multi-value parameters' values. This function can be used when mapping multi-value report parameters to the query parameter that is generated from a stored procedure's [User Defined Table Type](https://docs.microsoft.com/en-us/sql/relational-databases/tables/use-table-valued-parameters-database-engine) parameter. Refer to the following topic for more information: [Query Parameters](../bind-to-data/specify-query-parameters.md). - ``` - CreateTable(?Parameter1, ..., ?ParameterN) - ``` - -## Functions for Summary Expression Editor - -Use the following functions when you [calculate a summary](../shape-report-data/calculate-summaries.md) across a report and its groups: - -* sumAvg(Expression) - Calculates the average of all values within the specified summary region (group, page, or report). - ``` - sumAvg([UnitPrice]) - ``` - -* sumCarryoverSum(Expression) - - Calculates the carried forward and brought forward totals. - - ``` - sumCarryoverSum([Amount]) - ``` - -* sumCount(Expression) - Counts the number of values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. - - When using this function in a [master-detail report](../create-reports/master-detail-reports-with-detail-report-bands.md)'s master band and passing a detail field as a parameter, the function counts the number of records within the detail band. - - See also: - * [Count the Number of Records in a Report or Group](../shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md) - * [Count the Number of Groups in a Report](../shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md) - ``` - sumCount([UnitPrice]) - ``` - -* sumDAvg(Expression) - Calculates the average of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDAvg([UnitPrice]) - ``` - -* sumDCount(Expression) - Counts the number of **distinct** values within the specified summary region (group, page, or report). In a simple scenario, you may not pass a parameter. - ``` - sumDCount([UnitPrice]) - ``` - -* sumDStdDev(Expression) - Calculates the standard deviation of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDStdDev([UnitPrice]) - ``` - -* sumDStdDevP(Expression) - Calculates the standard population deviation of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDStdDevP([UnitPrice]) - ``` - -* sumDSum(Expression) - Calculates the total of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDSum([UnitPrice]) - ``` - -* sumDVar(Expression) - Calculates the amount of variance for all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDVar([UnitPrice]) - ``` - -* sumDVarP(Expression) - Calculates the population variance of all **distinct** values within the specified summary region (group, page, or report). - ``` - sumDVarP([UnitPrice]) - ``` - -* sumMax(Expression) - Calculates the maximum of all values within the specified summary region (group, page, or report). - ``` - sumMax([UnitPrice]) - ``` - -* sumMedian(Expression) - Finds the middle number within a sequence. - - If the total number of elements is odd, this function returns the value of the middle number in a sequence. If the total number of elements is even, this function returns the arithmetical mean of the two middle numbers. - ``` - sumMedian([UnitPrice]) - ``` - -* sumMin(Expression) - Calculates the minimum of all values within the specified summary region (group, page, or report). - ``` - sumMin([UnitPrice]) - ``` - -* sumPercentage(Expression) - Calculates the percent ratio of the current data row's value to the total of all the values within the specified summary region (group, page, or report). - ``` - sumPercentage([UnitPrice]) - ``` - -* sumRecordNumber(Expression) - Returns the current record number in the specified summary region (group, page, or report). This means, for instance, if the summary is calculated for a group, then the record number is calculated only within that group, and is reset every time a new group is started. - - In a simple scenario, you may not pass a parameter. - - See also: [Display Row Numbers on a Report, Group, or Page](../shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md) - ``` - sumRecordNumber() - ``` - -* sumRunningSum(Expression) - Calculates the sum of all previous values displayed before the current data row with the current data row value. - ``` - sumRunningSum([UnitPrice]) - ``` - -* sumStdDev(Expression) - Calculates the standard deviation of all values within the specified summary region (group, page, or report). - ``` - sumStdDev([UnitPrice]) - ``` - -* sumStdDevP(Expression) - Calculates the standard population deviation of all values within the specified summary region (group, page, or report). - ``` - sumStdDevP([UnitPrice]) - ``` - -* sumSum(Expression) - Calculates the total of all values within the specified summary region (group, page, or report). - ``` - sumSum([UnitsInStock]) - ``` - -* sumVar(Expression) - Calculates the amount of variance for all values within the specified summary region (group, page, or report). - ``` - sumVar([UnitPrice]) - ``` - -* sumVarP(Expression) - Calculates the population variance of all values within the specified summary region (group, page, or report). - ``` - sumVarP([UnitPrice]) - ``` - -* sumWAvg(Expression, Expression) - Calculates the weighted average of all values within the specified summary region (group, page, or report). This summary type returns the result of the following operation: Sum(Expression1 * Expression2) / Sum(Expression2). - ``` - sumWAvg([UnitPrice]) - ``` diff --git a/reporting-for-web/articles/report-designer/use-report-elements/bind-controls-to-data.md b/reporting-for-web/articles/report-designer/use-report-elements/bind-controls-to-data.md deleted file mode 100644 index b4a44cc88e..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/bind-controls-to-data.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Bind Report Controls to Data -author: Anna Vekhina ---- -# Bind Report Controls to Data - -You can use the following approaches to include data source information in your report: - -* [Use the Field List](#use-the-field-list) -* [Use the Properties Panel](#use-the-properties-panel) - -## Use the Field List - -After you [bind your report to data](../bind-to-data.md), the [Field List](../report-designer-tools/ui-panels/field-list.md) panel displays the data source hierarchy and provides access to available data fields. - -Drop a data field from this panel onto a report's surface to create a new report control bound to the corresponding field. - -![](../../../images/eurd-web-field-list-drop-fields.png) - -Drop a data field onto an existing control to bind this control to the corresponding field. - -![](../../../images/eurd-web-field-list-drop-field-to-control.png) - -You can also drop an entire data table onto a report to create a [Table](../use-report-elements/use-tables.md) control with its cells bound to corresponding data table fields. - -![](../../../images/eurd-web-field-list-drop-table.png) - -To select multiple fields in the Field List, hold CTRL or SHIFT and click the fields. Drop these fields onto a report to create a new table. - -![](../../../images/eurd-web-list-drop-multiple-fields.png) - -Select multiple data fields, a query, or a table in the Field List. Hold `Shift` when you drag the fields and drop them onto the report design area. This creates a data table with data field names. - -![eurd-web-list-drop-table-with-field-headers](~/reporting-for-web/images/eurd-web-list-drop-table-with-field-headers.png) - -## Use the Properties Panel - -Select a report control and switch to the [Properties](../report-designer-tools/ui-panels/properties-panel.md) panel. Click the **Text** property's marker and select **Text Expression** from the popup menu. Select a data field or construct a binding [expression](../use-expressions/expression-language.md) in the invoked [Expression Editor](../report-designer-tools/expression-editor.md). - -![](../../../images/eurd-web-expression-editor.png) - -You can use the same approach to specify expressions for all the control properties. See [Shape Report Data](../shape-report-data.md) for more tutorials. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md b/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md deleted file mode 100644 index 495be24009..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Draw Cross-Band Lines and Boxes -author: Anna Vekhina ---- -# Draw Cross-Band Lines and Boxes - -Cross-band controls allow you to draw lines and rectangles through several [report bands](../../introduction-to-banded-reports.md). - -The Report Designer provides the following two cross-band controls: - -* The **Cross-Band Line** control draws vertical lines that can span multiple report bands. You can use this control to emphasize a report area that consists of different bands. -* The **Cross-Band Box** control draws rectangles through several report bands. You can use this control to encompass a report section that includes multiple band areas. - -To add a cross-band control to a report, select the corresponding item in the [Toolbox](../../report-designer-tools/toolbox.md) and draw a rectangle across required bands. - -![](../../../../images/eurd-web-add-cross-band-control-to-report.png) - -The following properties define a cross-band control's location in a report: - -* **Start Band** - determines the band from which the control starts to draw; -* **Start Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the start band where the control starts to draw; -* **End Band** - determines the band where the cross-band control stops to draw; -* **End Point** - specifies the exact coordinates (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)) within the end band where the control finishes to draw. - -![](../../../../images/eurd-web-cross-band-control-properties.png) - -The following image illustrates how the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) reflects cross-band controls: - -![](../../../../images/eurd-web-cross-band-controls-in-report-explorer.png) - diff --git a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md b/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md deleted file mode 100644 index 198b818b85..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Draw Lines -author: Anna Vekhina ---- -# Draw Lines - -The **Line** control draws a line in a specified direction, style, width, and color. You can use it to decorate and visually separate a report's sections. - -To add a line to a report, drag the **Line** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-line-to-a-report.png) - -The **Line Tasks** category of the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel provides the main control properties: - -![](../../../../images/eurd-web-report-control-line-actions.png) - -* **Line Direction** - - Enables you to draw a line horizontally, vertically, and across the rectangle the line occupies from one corner to another (**Horizontal**, **Vertical**, **Slant** and **Back Slant** types). - - ![](../../../../images/eurd-web-report-control-line-direction.png) - -* **Line Style** - - You can select the solid (by default), dashed, dotted, or mixed line style. - - ![](../../../../images/eurd-web-report-control-line-style.png) - -* **Line Width** - - Specifies the line width in pixels as a floating point value. - -* **Anchor Vertically** - - Specifies the vertical anchoring style, so that after page rendering a control stays attached to the top control, bottom control, or both. - -> [!Note] -> The **Line** control cannot span several bands. See [Draw Cross-Band Lines and Boxes](draw-cross-band-lines-and-boxes.md) to learn about drawing lines through several bands. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md b/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md deleted file mode 100644 index 2595263319..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md +++ /dev/null @@ -1,115 +0,0 @@ ---- -title: Draw Shapes -author: Anna Vekhina ---- -# Draw Shapes - -The **Shape** control allows you to draw various shapes in a report. - -To add a shape to a report, drag the **Shape** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-shape-control-to-report.png) - -Expand the **Tasks** category and use the **Shape** property to select the shape type. - -![](../../../../images/eurd-web-shape-control-select-type.png) - -The **Tasks** category provides the following main properties common to all shape types: - -* **Fill Color** - specifies the the shape's color. -* **Stretch** - specifies whether to stretch a shape to fill its client rectangle area when it is rotated. -* **Line Width** - specifies the width of the line used to draw the shape. -* **Angle** - specifies the shape's rotation angle. - -Each shape type provides its own specific set of properties which are detailed below. - - -## Arrow -The image below illustrates the **Arrow** type's shape. - -![](../../../../images/eurd-web-shape-control-arrow-type.png) - -This shape type has the following additional properties: - -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Arrow Height** - specifies the arrow's relative height (as a percentage). This value should be between **0** and **100**. -* **Arrow Width** - specifies the arrow's relative width (as a percentage). This value should be between **0** and **100**. - - -## Brace -The image below illustrates the **Brace** type's shape. - -![](../../../../images/eurd-web-shape-control-brace-type.png) - -Use the following properties to set up a brace: - -* **Tip's Length** - specify the length of a brace's tip. -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Tail's Length** specify the length of a brace's tail. - - -## Bracket - -The following image demonstrates the **Bracket** type's shape: - -![](../../../../images/eurd-web-shape-control-bracket-type.png) - -The **Tip's Length** property is specific to this shape type and defines the length of a bracket's tip. - -## Cross - -The image below shows the **Cross** type's shape. - -![](../../../../images/eurd-web-shape-control-cross-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies how the shape's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Horizontal Line Height** - specifies the relative width of a cross's horizontal line (as a percentage). This value should be between **0** and **100**. -* **Vertical Line Width** - specifies the relative width of a cross's vertical line (as a percentage). This value should be between **0** and **100**. - -## Ellipse - -The image below shows **Ellipse** type shapes. - -![](../../../../images/eurd-web-shape-control-ellipse-type.png) - - -## Line - -The following image demonstrates **Line** type shapes: - -![](../../../../images/eurd-web-shape-control-line-type.png) - - -## Polygon - -The image below illustrates the **Polygon** type's shape: - -![](../../../../images/eurd-web-shape-control-polygon-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies how the polygon's corners are rounded (as a percentage). This value should be between **0** and **100**. -* **Number Of Sides** - specifies the number of polygon sides. - - -## Rectangle - -The image below illustrates **Rectangle** type shapes. - -![](../../../../images/eurd-web-shape-control-rectangle-type.png) - -This shape type's **Fillet** property specifies the rectangle's relative roundness (as a percentage, between **0** and **100**). - -## Star - -The following image shows a **Star** type shape: - -![](../../../../images/eurd-web-shape-control-star-type.png) - -This shape type has the following properties: - -* **Fillet** - specifies the relative roundness of the star's points (as a percentage). This value should be between **0** and **100**. -* **Count of Star Points** - specifies the number of points that make up the star. -* **Concavity** - specifies the concavity level (as a percentage) between two neighboring start points. This value should be between **0** and **100**. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md deleted file mode 100644 index ef08fda666..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md +++ /dev/null @@ -1,133 +0,0 @@ ---- -title: Add Controls to a Report -author: Anna Vekhina ---- -# Add Controls to a Report - -## Add Report Controls -To display a data field's value in your report, drag the corresponding item from the [Field List](../../report-designer-tools/ui-panels/field-list.md) and drop it onto the report's detail band. This creates a new report control bound to the corresponding field. - -![](~/reporting-for-web/images/eurd-web-drop-field-from-field-list.png) - -You can also use the [Toolbox](../../report-designer-tools/toolbox.md) to add other controls to your report and display content such as text, images, charts, barcodes, and so on. - -![](~/reporting-for-web/images/eurd-web-report-add-label.png) - -The Web Report Designer supports drag & drop operations from outside the browser window (making it easier to add content to your report documents): - -- **Image files** - Drag & drop an image file onto the report surface to create a [Picture Box](../../use-report-elements/use-basic-report-controls/picture-box.md). -- **Text files** - Drop a TXT file to create a label, or drop an RTF, DOCX, or HTML file to insert a [Rich Text](../../use-report-elements/use-basic-report-controls/rich-text.md) control with associated file content. -- **PDF files** - Drop a PDF file to insert a [PDF Content](../../use-report-elements/use-basic-report-controls/pdf-content.md) control. -- **Existing controls** - Dropping a file onto an existing report control updates content with new file data. - -This document describes how to add the most commonly used controls to a report. See [Use Report Elements](../../use-report-elements.md) for a complete list of available controls. - -## Display Text -Use the following controls to display text in a report: - -* [Label](../use-basic-report-controls/label.md) - - Displays plain text in a report. - - ![](~/reporting-for-web/images/eurd-web-label.png) - - -* [Rich Text](../use-basic-report-controls/rich-text.md) - - Displays rich text in a report. You can apply different font settings to the control's content and load content from an external HTML file. - - ![](~/reporting-for-web/images/eurd-web-rich-text.png) - - -* [Table](../use-tables.md) - - Contains any number of cells arranged in one or more rows. - Each table cell can display plain text or contain other controls. - - ![](~/reporting-for-web/images/eurd-web-table.png) - -* [Character Comb](../use-basic-report-controls/character-comb.md) - - Displays each character in a separate cell and can be used to create printed forms. - - ![](~/reporting-for-web/images/eurd-web-character-comb.png) - - -Double-click any of these controls to invoke an in-place editor where you can enter text. - -![](~/reporting-for-web/images/eurd-web-in-place-editor.png) - -Press CTRL+Enter to submit changes and close this mode. - -You can use corresponding properties of the **Appearance** category to access the selected control's font and alignment settings. - -![](~/reporting-for-web/images/eurd-web-label-appearance.png) - - -Labels and other text-oriented controls can display the following content: - -* **Static content** - - A control's content does not change once it is specified in a published document. - - ![](~/reporting-for-web/images/eurd-web-static-content.png) - -* **Dynamic content** - - A connected data source supplies this content. In a published document, it changes according to the printed data source record. - - ![](~/reporting-for-web/images/eurd-web-dynamic-content.png) - - You can use the [Format String Editor](../../report-designer-tools/format-string-editor.md) to format dynamic content. - - ![](~/reporting-for-web/images/eurd-web-format-string-editor.png) - - -* **Mixed content** - - You can combine labels' and other text-oriented controls' static and dynamic content within the same control. - - Use the **Format String** property in the **Action** category to format this field's value. - - ![](~/reporting-for-web/images/eurd-web-format-string-property.png) - -## Display Page Information -Use the [Page Info](../use-basic-report-controls/page-info.md) control to display information about document pages, such as the current page number and/or total number of pages. - -![](~/reporting-for-web/images/eurd-web-page-info.png) - -You can also use this control to add information about a report's author and the document's creation date. - -See the following tutorials for detailed instructions: - -* [Add Page Numbers](../../add-navigation/add-page-numbers.md) -* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) -* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) - -## Display Check Boxes, Images and Barcodes -Drop a Boolean data field from the Field List onto a report to create a [Check Box](../use-basic-report-controls/check-box.md) control bound to that field. - -![](~/reporting-for-web/images/eurd-web-check-box.png) - -Check boxes can display different states depending on the underlying data values. - -![](~/reporting-for-web/images/eurd-web-check-boxe-states.png) - -Use the [Picture Box](../use-basic-report-controls/picture-box.md) control to display images in a report. You can load an image from an external file, from a bound data source, or from a web location using the specified URL. - -![](~/reporting-for-web/images/eurd-web-picture-box.png) - -To display barcodes, use the [Barcode](../use-bar-codes.md) control. - -![](~/reporting-for-web/images/eurd-web-bar-code.png) - -## Drawing Lines and Shapes -Use the [Shape](../draw-lines-and-shapes/draw-shapes.md) control to draw simple graphics in a report (circles, crosses or arrows). - -![](~/reporting-for-web/images/eurd-web-display-shapes.png) - -The [Line](../draw-lines-and-shapes/draw-lines.md) control enables you to draw straight or slanted lines in a single band. - -![](~/reporting-for-web/images/eurd-web-lines.png) - -The [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) controls enable you to draw lines and boxes spanning multiple report bands. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md deleted file mode 100644 index b3902600ea..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Add Report Controls to Containers -author: Anna Vekhina ---- -# Add Report Controls to Containers - -The [Panel](../use-basic-report-controls/panel.md) control allows you to place various report controls on it to combine them into a group. - -![](../../../../images/eurd-web-add-label-to-panel.png) - -You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. - -![](../../../../images/eurd-web-move-panel.png) - -A [table cell](../use-tables.md) can also act as a container for other controls. - -![](../../../../images/eurd-web-add-checkbox-to-tablecell.png) - -Both panel and table cell cannot contain the following report controls: -* [Cross Tab](../../create-reports/cross-tab-reports.md) -* [Subreport](../use-basic-report-controls/subreport.md) -* [Page Break](../use-basic-report-controls/page-break.md) -* [Table of Contents](../use-basic-report-controls/table-of-contents.md) -* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) - -If a panel or table cell includes only one control, you can position it within the container using the **Fit Bounds to Container** command. This command resizes the control so that it occupies all the available space (excluding borders). - -![](../../../../images/eurd-web-fit-bounds-to-container.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md deleted file mode 100644 index eec7df4a0b..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md +++ /dev/null @@ -1,12 +0,0 @@ ---- -title: Apply Styles to Report Elements ---- -# Apply Styles to Report Elements - -Select a control and switch to the **Properties** window. Expand the **Styles** group and set the **Style** property to the style name. - -![](../../../../images/eurd-web-manipulate-elements-set-style.png) - -As an alternative, you can drag a style from the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) onto a control. - -![](../../../../images/eurd-web-manipulate-elements-drag-style.gif) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md deleted file mode 100644 index 6a10f7a836..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Arrange Report Controls -author: Anna Vekhina ---- -# Arrange Report Controls - -You can align report controls to each other, change the report element's size, change the stacked elements' order, and so on. Select a command from the control's context menu: - -![](../../../../images/eurd-web-actions-category.png) - - -The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** property to customize the grid's size. - -![](../../../../images/eurd-web-snap-grid-size.png) - -You can use the **Align to Grid** action to align the selected controls to the grid's cells. - -The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). - - -![](../../../../images/eurd-web-snap-lines.png) - -Use the report's **Snapping Mode** property to enable automatic report control snapping to a grid or snap lines: - -![](../../../../images/web-report-designer-snapping-mode.png) - - -The following values are available: - -- **None** - - No snapping is used. - -- **Snap to Grid** - - Aligns a report element to the report snap grid. - - The design surface displays a visual grid that allows you to determine elements' size and location in a report. Use the **Snap Grid Size** property to customize the grid's size. - -- **Snap Lines** - - Aligns a report element using snap lines. - - The Report Designer displays snap lines when you move or resize report controls. These lines appear around the report controls and indicate the distance to other report elements (controls and bands). - - -To temporarily ignore snapping, hold down ALT when you move or resize controls using the mouse. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md deleted file mode 100644 index d2f4905365..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md +++ /dev/null @@ -1,15 +0,0 @@ ---- -title: Copy Report Controls -author: Anna Vekhina ---- -# Copy Report Controls - -You can use the [Main Toolbar](../../report-designer-tools/toolbar.md)'s commands or keyboard shortcuts to clone an existing report control. A cloned control has the same settings as the initial control. - -[Select report controls](select-report-elements-and-access-their-settings.md) and click the **Copy** button or press CTRL + C to copy report controls to the clipboard. - -![](../../../../images/eurd-web-copy-report-controls.png) - -Select a new container or band and click the **Paste** button or press CTRL+V to paste these controls. - -![](../../../../images/eurd-web-paste-report-controls.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md deleted file mode 100644 index 71dedeeaff..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Move and Resize Report Elements -author: Anna Vekhina ---- -# Move and Resize Report Elements - -You can use the mouse or keyboard to move a report control to a new location. - -![](../../../../images/img119278.png) - -You can also [select multiple controls](select-report-elements-and-access-their-settings.md) and move them in the same way as individual report controls. - -![](../../../../images/eurd-web-move-multiple-report-controls.png) - -Select a control and then drag a rectangle drawn on its edge or corner to resize it. - -![](../../../../images/img119279.png) - -Use the **Size to Grid** button to resize a control to the report's **Snap Grid**. - -![](../../../../images/eurd-web-size-to-grid.png) - -Drag a band's header strip to resize the band. - -![](../../../../images/img119280.png) - -You can also use the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) to move a control to other bands (except **Detail Report Band**), or into a **Panel** or **Table Cell** controls. Select a control and drag it within the Report Explorer. The drop targets are highlighted when you drag the control over them. - -![](../../../../images/eurd-web-report-explorer-reorder-controls.gif) - -> [!NOTE] -> You can drag the **Table Of Contents** only to the **Report Header Band** and **Report Footer Band**. - -See [Arrange Report Controls](arrange-report-controls.md) for information about tools that help you align report controls to each other and layout edges. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md deleted file mode 100644 index c1b5d75763..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Select Report Elements and Access Their Settings -author: Anna Vekhina ---- -# Select Report Elements and Access Their Settings - -You can click a report control or band to select it. - -Do one of the following to select multiple report controls: -* Press and hold the CTRL key and click the controls. -* Click an empty place on a report's surface and draw a rectangle around the controls. - ![](../../../../images/eurd-web-select-multiple-report-controls.png) - -Click the gray area around the design surface to select a report. - -You can use the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md) to access the whole set of settings that the selected element supports. - -![](../../../../images/eurd-web-label-appearance.png) - -Context menus provide quick access to actions for the selected report element. Right-click a report element to invoke the context menu: - -![](../../../../images/eurd-web-actions-category.png) - -When you select a report element (report, band, or report control), a smart tag and expression button are displayed next to the element on the Design Surface: - -![](../../../../images/web-report-designer-smart-tags-expressions.png) - -The smart tag opens a panel with the element’s most commonly used properties: - -![](../../../../images/web-report-designer-smart-tag.png) - -The smart tag contains properties from the element’s **Task** group of the Properties Panel. Note that complex properties (for example, **Symbology** for a **Barcode** control) need to be configured in the Properties Panel. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md b/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md deleted file mode 100644 index 28bcbb1984..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Validate the Report Layout -author: Anna Vekhina ---- -# Validate the Report Layout - -Your report layout should meet the following requirements to correctly print and export it: - -* **Avoid intersecting controls** - - The Report Designer highlights intersecting report controls to warn you that the report layout can be exported incorrectly to HTML, RTF, DOCX, XLS, XLSX, CSV and TXT formats. - - ![](../../../../images/eurd-web-report-controls-export-warning.png) - -* **Do not place controls outside page margins** - - The Report Designer highlights report controls that do not fit into the printable page area and overlap the right page margin. This warns you that extra pages can appear when document is printed. - - ![](../../../../images/eurd-web-report-controls-printing-warning.png) - - \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md deleted file mode 100644 index 742b4db57d..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md +++ /dev/null @@ -1,136 +0,0 @@ ---- -title: Add Barcodes to a Report -author: Anna Vekhina ---- -# Add Barcodes to a Report - -## Overview - -To insert a barcode into a report, drag the **Barcode** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-bar-code-to-report.png) - -After creating the barcode, expand the **Bar Code Tasks** category and select the barcode type (symbology) in the **Symbology** property's drop-down list. - -![](../../../../images/eurd-web-bar-code-symbology.png) - -After specifying the symbology, you can customize the type-specific options of the barcode, which are listed under the **Symbology** property. - -![](../../../../images/eurd-web-bar-code-symbology-property.png) - -## Main Options - -To specify the bar width (a barcode's resolution), use the following options: - -* Automatically calculate the bar width according to a barcode's dimensions by enabling the **Auto Module** option; -* Provide a fixed bar width value using the **Module** property. - -The following are some additional barcode options: - -* Use the barcode's **Text** property to provide accompanying text. The **Show Text** property allows you to show or hide this text. - -* Use the **Orientation** property to rotate a barcode. - -* Use the **Padding** property to specify the indent between bars and the barcode's inner boundaries. - -## Frames for QR Codes - -For QR Codes ([QR Code](qr-code.md), [GS1 QR Code](gs1-qr-code.md), and [EPC QR Code](epc-qr-code.md)), you can use the **Frame Options** property to configure the frame around the barcode. The Corner and Rectangle frames are available for all types of QR Codes. - -### Corner Frame - -The corner frame looks as follows: - -![](../../../../images/qr-code-corner-frame.png) - -You can specify the following properties for corner frames: - - * **Frame Color** - - Specifies the frame color. - - * **Frame Width** - - Specifies the frame width in pixels. - - * **Padding** - - Specifies the distance between the frame and QR code. - - * **Text** - - Specifies the text that displayed in the frame. - - * **Text Alignment** - - Specifies how the text is aligned with the frame line. - - * **Text Color** - - Specifies the color of the text in the frame. - - * **Text Position** - - Specifies how the text is positioned against the QR code. - -### Rectangular Frame - -The rectangular frame looks as follows: - -![](../../../../images/qr-code-rectangle-frame.png) - -You can specify the following properties for corner frames: - - * **Corner Radius** - - Specifies rounded corners for the rectangular frame in pixels. - - * **Frame Color** - - Specifies the frame color. - - * **Frame Width** - - Specifies the frame width in pixels. - - * **Padding** - - Specifies the distance between the frame and QR code. - - * **Text** - - Specifies the text that displayed in the frame. - - * **Text Alignment** - - Specifies how the text is aligned with the frame line. - - * **Text Color** - - Specifies the color of the text in the frame. - - * **Text Position** - - Specifies how the text is positioned against the QR code. - -## Bind to Data - -You can [bind](../bind-controls-to-data.md) the bar code's **Text** property to a data field obtained from a report's data source. Click the **Text** property's ellipsis button in the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel. The invoked [Expression Editor](../../report-designer-tools/expression-editor.md) allows you to select a data field or construct a complex binding expression with two or more data fields. - -![](../../../../images/eurd-web-bar-code-bind-to-data.png) - - -## Common Errors -The following section explains how to work around the most frequently encountered errors related to the incorrect use of barcodes. - -* The following error message is shown in place of the barcode if the control's dimensions are too small to fit the barcode with its specified resolution. - - ![](../../../../images/eurd-web-bar-code-small-boundaries-error.png) - - To get rid of this error, enable the **Auto Module** property and/or increase the barcode's dimensions. - -* The following error message appears when the data supplied to a barcode contains characters that are not supported by this barcode type. - - ![](../../../../images/eurd-web-bar-code-invalid-characters-error.png) - - To avoid this error, supply data that applies to a particular barcode specification. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/aztec-code.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/aztec-code.md deleted file mode 100644 index c796798cf7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/aztec-code.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: Aztec Code -author: Natalia Kazakova ---- -# Aztec Code - -**Aztec Code** is a matrix code that has the potential to use less space than other matrix barcodes because it does not require a surrounding blank "quiet zone". Aztec codes are widely used for transport ticketing. - -![Aztec Code](~/reporting-for-web/images/bar-code-aztec-code.png) - -Refer to the following article for more details: [Aztec Code](https://en.wikipedia.org/wiki/Aztec_Code). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![add barcode to report designer](~/reporting-for-web/images/eurd-web-add-bar-code-to-report.png) - -2. Set the control's **Symbology** property to **Aztec Code**. - - ![Aztec Code Properties](~/reporting-for-web/images/aztec-code-in-designer-web.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Aztec Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Aztec Code**: - -- **Compaction Mode** - - Specifies whether text or binary mode should be used to encode the barcode's data. - -- **Error Correction Level** - - Specifies the amount of redundancy built into the bar code to compensate for calculation errors. - -- **Version** - - Specifies the Aztec Code version. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/codabar.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/codabar.md deleted file mode 100644 index 2b599d6ca5..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/codabar.md +++ /dev/null @@ -1,38 +0,0 @@ ---- -title: Codabar -author: Anna Vekhina ---- - -# Codabar - -The **Codabar** is a discrete, self-checking symbology that may encode **16** different characters, plus an additional **4** start/stop characters. This symbology is used by U.S. blood banks, photo labs, and on FedEx air bills. - -![](../../../../images/eurd-web-bar-code-codabar.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Codabar**. - - ![](../../../../images/codabar-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Codebar**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Codabar**: - -* **StartSymbol** - - Gets or sets the first (start) symbol used to code the barcode's structure. - -* **StopSymbol** - - Gets or sets the last (stop) symbol used to code the barcode's structure. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md deleted file mode 100644 index fc6cb63f75..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Code 11 (USD-8) -author: Anna Vekhina ---- -# Code 11 (USD-8) - -**Code 11**, also known as **USD-8**, was developed as a high-density numerical-only symbology. It is used primarily in labeling telecommunications equipment. - -The symbology is discrete and is able to encode the numbers **0** through to **9**, the dash symbol (**-**), and start/stop characters. - -![](../../../../images/eurd-web-bar-code-code-11.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code11**. - - ![](../../../../images/code11-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-128.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-128.md deleted file mode 100644 index e6bcc75c75..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-128.md +++ /dev/null @@ -1,47 +0,0 @@ ---- -title: Code 128 -author: Anna Vekhina ---- -# Code 128 - -**Code 128** is a very effective, high-density symbology which permits the encoding of alphanumeric data. The symbology includes a checksum digit for verification, and the barcode can also be verified character-by-character, allowing the parity of each data byte to be verified. - -This symbology has been widely implemented in many applications where a relatively large amount of data must be encoded in a relatively small amount of space. Its specific structure also allows numerical data to be effectively encoded at double-density. - -![](../../../../images/eurd-web-bar-code-code-128.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code128**. - - ![](../../../../images/code-128-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 128**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 128**: - -* **Character Set** - - Specifies the set of symbols which can be used when setting the barcode's text. - -* **FNC1 Functional Character** - - A substring/character that serves as the placeholder for the FNC1 functional character. - -* **FNC2 Functional Character** - - A substring/character that serves as the placeholder for the FNC2 functional character. - -* **FNC3 Functional Character** - - A substring/character that serves as the placeholder for the FNC3 functional character. - -* **FNC4 Functional Character** - - A substring/character that serves as the placeholder for the FNC4 functional character. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-extended.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-extended.md deleted file mode 100644 index 0389203699..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-extended.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Code 39 Extended -author: Anna Vekhina ---- -# Code 39 Extended - -Using **Code 39**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. - -![](../../../../images/eurd-web-bar-code-code-39-extended.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code39Extended**. - - ![](../../../../images/code-39-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39 Extended**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 39 Extended**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. - -The **Code 39 Extended** barcode, as opposed to [Code 39](code-39-usd-3.md), automatically replaces all necessary characters with special symbols, when required. This means that you do not need to do this manually, otherwise, the result will be incorrect. - -For example, if you want to insert a "TAB" character into a barcode's text, use "\t", which will be replaced by "$I" for coding, and then into "TAB" after scanning: - -| Property | Value | -|---|---| -| Barcode's text: | "12345\t678" | -| Coded text: | "12345$I678" | -| Scanned text: | "12345[TAB]678" | - -The checksum is not considered to be part of a barcode's text and checksum characters are never replaced. When the barcode's **Show Text** and **Calculate a Checksum** properties are enabled, the barcode will not display a checksum character. This is required to avoid mistakenly treating a checksum as part of barcode text. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md deleted file mode 100644 index e771a902fc..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Code 39 (USD-3) -author: Anna Vekhina ---- -# Code 39 (USD-3) - -**Code 39**, the first alpha-numeric symbology to be developed, is still widely used, particularly in non-retail environments. It is the standard barcode used by the United States Department of Defense, and is also used by the Health Industry Barcode Council (HIBCC). **Code 39** is also known as "**3 of 9 Code**" and "**USD-3**". - -![](../../../../images/eurd-web-bar-code-code-39.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code39**. - - ![](../../../../images/code-39-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 39**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 39**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93-extended.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93-extended.md deleted file mode 100644 index f85b560751..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93-extended.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Code 93 Extended -author: Anna Vekhina ---- -# Code 93 Extended - -Using **Code 93**'s "Full ASCII Mode", it is possible to encode all **128** ASCII characters. This is accomplished by using the (**$**), (**/**), (**%**), and (**+**) symbols as "shift" characters. These characters combined with the single character that follows indicate which Full ASCII character is to be used. - -![](../../../../images/eurd-web-bar-code-code-93-extended.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code93Extended**. - - ![](../../../../images/code-93-extended-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93 Extended**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 93 Extended**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - - > [!NOTE] - > A checksum of a **Code 93 Extended** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93 Extended** barcode's displayed text. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93.md deleted file mode 100644 index e474d8f531..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/code-93.md +++ /dev/null @@ -1,34 +0,0 @@ ---- -title: Code 93 -author: Anna Vekhina ---- -# Code 93 - -**Code 93** was designed to supplement and improve upon **Code 39**. - -**Code 93** is similar in that, like **Code 39**, can represent the full ASCII character set by using combinations of **2** characters. It differs in that **Code 93** is a continuous symbology and produces denser code. It also encodes **47** characters (compared to **Code 39**'s **43** characters). - -![](../../../../images/eurd-web-bar-code-code-93.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Code93**. - - ![](../../../../images/code-93-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Code 93**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Code 93**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - - > [!NOTE] - > A checksum of a **Code 93** barcode can contain characters that are not supported by this barcode symbology. For this reason, the checksum is not included in the **Code 93** barcode's displayed text. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md deleted file mode 100644 index 7640c2346f..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Deutsche Post Identcode -author: Eugene Polevikov ---- - -# Deutsche Post Identcode - -The *Deutsche Post Identcode* symbology, also referred to as Deutsche Post AG IdentCode, German Postal 2 of 5 IdentCode, Deutsche Frachtpost IdentCode, or Deutsche Post AG (DHL), is used by German Post (Deutsche Post AG). - -![Identcode barcode](../../../../images/identcode-barcode.png) - -The barcode contains a tracking number that identifies a customer (sender) and a mail item. A value that the barcode encodes should consist of 11 or 12 digits: - -* 2 digits for a distribution center ID; -* 3 digits for a customer ID; -* 6 digits for a mailing number; -* 1 digit for a checksum (optional). - -When you specify 11 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **DeutschePostIdentcode**. - - ![](../../../../images/identcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md deleted file mode 100644 index 5ed3dc417b..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Deutsche Post Leitcode -author: Eugene Polevikov ---- - -# Deutsche Post Leitcode - -The *Deutsche Post Leitcode* symbology, or German Postal 2 of 5 LeitCode, LeitCode, or CodeLeitcode, is used by Deutsche Post AG (Deutsche Frachtpost). -This barcode identifies the destination. - -![Identcode barcode](../../../../images/leitcode-barcode.png) - -A value that the barcode encodes should consist of 13 or 14 digits: - -* 5 digits for a Postal Code (Postleitzahl, PLZ); -* 3 digits for a Street ID/number; -* 3 digits for a House number; -* 2 digits for a Product code; -* 1 digit for a checksum (optional). - -When you specify 13 digits, the barcode generates a checksum digit automatically. If you add a checksum digit, the barcode ignores this digit and also generates it automatically to ensure the encoded value is valid. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **DeutschePostLeitcode**. - - ![](../../../../images/leitcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-13.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-13.md deleted file mode 100644 index d54f41ca5d..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-13.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: EAN 13 -author: Anna Vekhina ---- -# EAN 13 - -**EAN-13**, based upon the **UPC-A** standard, was implemented by the International Article Numbering Association (EAN) in Europe. At present, the **GS1** organization is responsible for the maintenance of barcode standards. - -The **EAN-13** barcode contains **13** digits, no letters or other characters. The first two or three digits represent the country. The leading zero actually signifies the USA, and **UPC-A** coding. The last digit is the "check digit", the checksum. The check digit is calculated using the first twelve figures when the barcode is constructed. So, for the correct **EAN-13** code, you should specify only the first **12** digits. - -The recommended dimensions are shown in the following image. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. - -![](../../../../images/eurd-web-bar-code-ean13.png) - -There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **3.63** mm for the left zone and **2.31** mm for the right zone. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **EAN13**. - - ![](../../../../images/ean-13-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-8.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-8.md deleted file mode 100644 index 73c3cac99e..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ean-8.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: EAN 8 -author: Anna Vekhina ---- -# EAN 8 - -**EAN-8** is the **EAN** equivalent of **UPC-E** in the sense that it provides a "short" barcode for small packages. - -![](../../../../images/eurd-web-bar-code-ean8.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **EAN8**. - - ![](../../../../images/ean-8-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md deleted file mode 100644 index addec251c9..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: ECC200 - Data Matrix -author: Anna Vekhina ---- -# ECC200 - Data Matrix - -**Data Matrix** code (**ISO/IEC 16022** international standard) is a two-dimensional matrix barcode consisting of black and white "cells" arranged in a rectangular pattern. The information to be encoded can be text or raw data. - -Every **Data Matrix** is composed of two solid adjacent borders in an "L" shape (called the "finder pattern"), and two other borders consisting of alternating dark and light cells or modules (called the "timing pattern"). Within these borders are rows and columns of cells that encode information. The finder pattern is used to locate and orient the symbol, while the timing pattern provides a count of the number of rows and columns in the symbol. - -![](../../../../images/eurd-web-bar-code-ECC200.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **DataMatrix**. - - ![](../../../../images/data-matrix-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Matrix**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Data Matrix**: - -* **Compaction Mode** - - Specifies whether textual information or a byte array should be used as the barcode's data, as well as its encoding. - -* **Matrix Size** - - Specifies the barcode matrix size. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md deleted file mode 100644 index b88f68a473..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md +++ /dev/null @@ -1,97 +0,0 @@ ---- -title: EPC QR Code -author: Polina Tyureva ---- -# EPC QR Code - -An EPC QR Code (European Payments Council Quick Response Code) is a two-dimensional barcode used to initiate a [SEPA credit transfer (SCT)](https://www.europeanpaymentscouncil.eu/what-we-do/sepa-credit-transfer). The following guideline contains general information about this type of barcode and defines the data format for EPC QR Codes: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). - -![EPC QR Code Barcode](../../../../images/barcode-epc-qr-code.png) - -## Add a Bar Code to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **EPC QR Code**. - - ![](../../../../images/epc-qr-code-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EPC QR Code**. - -## Specific Properties - -- **Auto Module** - - Gets or sets whether the Module property value should be calculated automatically based on the barcode size. - -- **Version** - - Gets or sets the bar code’s size. - -- **Include Quiet Zone** - - Gets or sets whether to add a blank space around the QR code. - -- **Logo** - - Specifies the image that overlays the QR code. - -- **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). - -## Specify the Data - -EPC QR Codes require data in a specific format. For more information, refer to the following European Payments Council guideline: [Quick Response Code - Guidelines to Enable the Data Capture for the Initiation of a SEPA Credit Transfer](https://www.europeanpaymentscouncil.eu/sites/default/files/kb/file/2022-09/EPC069-12%20v3.0%20Quick%20Response%20Code%20-%20Guidelines%20to%20Enable%20the%20Data%20Capture%20for%20the%20Initiation%20of%20an%20SCT_0.pdf). - -You can specify the barcode data in the following ways: - -### The Text property. - -Pass the data string to Text property. Each data element should be on a new line. Double-click the control to specify the content (editors in the Property grid do not support multi-line text): - -![](../../../../images/epc-qr-code-data.png) - -In the image above, the following data elements are specified: - -| Data Element | Value | -|----------|-------------| -| Service Tag:| BCD | -| Version: | 001 | -| Encoding: | 1 | -| Identification:| SCT | -| BIC: | BPOTBEB1 | -| Beneficiary Name: | Red Cross of Belgium | -| IBAN: | BE72000000001616 | -| Transfer Amount:| EUR1 | -| Transfer Reason:| CHAR | -| Creditor Reference: | Empty line | -| Remittance Information: | Urgency fund | -| Information: | Empty line | - - -This field is bindable. For more information on data binding, review the following help topic: [Bind Report Controls to Data](../bind-controls-to-data.md). - -### The ConvertDataToEPC function. - -Use the `ConvertDataToEPC` function from the Expression Editor to bind to the `Text` property. - -You can specify the data as shown below: - -``` -ConvertDataToEPC('Red Cross of Belgium', 'BE72000000001616', 'BPOTBEB1','20.0', '', 'Urgency fund', 'CHAR', 'Sample EPC QR code') -``` - -![](../../../../images/convert-to-epc-function.png) - -You can not change the default values for Version and Encoding with this function. The default value for the Version data element is `002` and `UTF-8` for the Encoding. - -## Display a “Zahlen mit Code” Frame - -You can also apply a frame with the words “Zahlen mit Code” (to the right from the bottom to the top) to an EPC QR Code. The frame is used to highlight the function of the codes and to secure the identification. For more information, refer to the following Payment Services Austria (PSA) document: [Application of QR-Code for initiating of credit transfers](https://zv.psa.at/de/download/qr-code/339-qr-code-und-bcd-definition-3-en/file.html). - -This frame already contains predefined settings according to the standard. To set this frame, go to Behavior → Symbology → FrameOptions, and select **Payment Services Austria Frame**. - -![](../../../../images/qr-frame-austria-design-time-options.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md deleted file mode 100644 index 2f1dabbc81..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md +++ /dev/null @@ -1,39 +0,0 @@ ---- -title: GS1-128 - EAN-128 (UCC) -author: Anna Vekhina ---- -# GS1-128 - EAN-128 (UCC) - -**GS1-128** (**EAN-128**) was developed to provide a worldwide format and standard for exchanging common data between companies. - -While other barcodes simply encode data with no respect for what the data represents, **GS1-128** encodes data and encodes what that data represents. - -![](../../../../images/eurd-web-bar-code-gs1-128-ean-128.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **EAN128**. - - ![](../../../../images/ean-128-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **EAN 128**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **EAN 128**: - -* **Character Set** - - Specifies the set of symbols which can be used when setting the barcode's text. - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Human-Readable Text** - - Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md deleted file mode 100644 index 3e8d3a81e7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: GS1- Data Matrix -author: Anna Vekhina ---- -# GS1 - Data Matrix - -The **GS1 Data Matrix** uses a special start combination to differentiate the **GS1 DataMatrix** symbol from other **Data Matrix ECC 200** symbols. This is achieved by using the **Function 1 Symbol Character** (**FNC1**) in the first position of the encoded data. It enables scanners to process the information according to the **GS1 System Rules**. - -![](../../../../images/eurd-web-bar-code-gs1-datamatrix.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **DataMatrixGS1**. - - ![](../../../../images/data-matrix-gs1-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 Data Matrix**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **GS1 Data Matrix**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Human-Readable Text** - - Specifies whether or not parentheses should be included in the barcode's text to improve the readability of the barcode's text. - -* **Matrix Size** - - Specifies the barcode matrix size. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-databar.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-databar.md deleted file mode 100644 index 85859968ac..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-databar.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: GS1 - DataBar -author: Anna Vekhina ---- -# GS1 - DataBar - -The **GS1 DataBar** barcode is based on a family of symbols often used in the **GS1 DataBar Coupon** (coupon codes commonly used in retail). - -These barcodes can encode up to **14** digits, which makes them suitable for **GTIN 8**, **12**, **13** and **14**. - -**GS1 DataBar Expanded** and **GS1 DataBar Expanded Stacked** can encode up to **74** numeric or **41** alphanumeric characters, and provide the capability to utilize all **GS1 Application Identifiers** (e.g., expiration date, batch and serial number). These barcodes are often used in manufacturer coupons. - -![](../../../../images/eurd-web-bar-code-gs1-databar.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **DataBar**. - - ![](../../../../images/data-bar-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Data Bar**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Data Bar**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. - -* **Segments In Row** - - Specifies the number of data segments per row in the Expanded Stacked type of a GS1 DataBar barcode. - -* **Type** - - Specifies the type of a GS1 DataBar barcode. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md deleted file mode 100644 index 15af54f82e..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md +++ /dev/null @@ -1,50 +0,0 @@ ---- -title: GS1 QR Code -author: Polina Tyureva ---- -# GS1 QR Code - -**GS1 QR Code** is a variant of the [QR Code](https://en.wikipedia.org/wiki/QR_code) symbology that conforms to [GS1 General Specification](https://www.gs1.org/standards/barcodes-epcrfid-id-keys/gs1-general-specifications). - -![](../../../../images/barcode-gs1-qr-code.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **QR Code GS1**. - - ![](../../../../images/gs1-qr-code-web-report-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **GS1 QR Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **GS1 QR Code**: - -* **Compaction Mode** - - Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **FNC1 Functional Character** - - A substring/character that serves as the placeholder for the FNC1 functional character. - -* **Logo** - - Specifies the image that overlays the QR code. - -* **Version** - - Specifies the barcode's size. - -* **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). - \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md deleted file mode 100644 index 317fc7acc9..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Industrial 2 of 5 -author: Anna Vekhina ---- -# Industrial 2 of 5 - -**Industrial 2 of 5** is a low-density numerical barcode that is used in the photofinishing and warehouse sorting industries, as well as to sequentially number airline tickets. - -![](../../../../images/eurd-web-bar-code-industrial-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Industrial2of5**. - - ![](../../../../images/industrial2of5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Industrial 2 of 5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Industrial 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md deleted file mode 100644 index 1b2f38dba0..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Intelligent Mail Package -author: Anna Vekhina ---- -# Intelligent Mail Package - -The **Intelligent Mail Package Barcode** (**IMPB**) was developed for the use on mail in the United States. Barcodes of this symbology are used only for packages as opposed to [Intelligent Mail](intelligent-mail.md) barcodes, which are used for postcards, letters, and flats. - -This barcode is capable of encoding package tracking information required for more efficient sorting and delivering of packages with the capability of piece-level tracking. - -![](../../../../images/eurd-web-bar-code-intelligent-mail-package.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **IntelligentMailPackage**. - - ![](../../../../images/intelligent-mail-package-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Intelligent Mail Package**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **Intelligent Mail Package**: - -* **FNC1 Functional Character** - - Specifies the symbol (or set of symbols) in the barcode text that will be replaced with the **FNC1** functional character when the barcode's bars are drawn. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md deleted file mode 100644 index a0b5a792f9..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: Intelligent Mail -author: Anna Vekhina ---- -# Intelligent Mail - -The **Intelligent Mail** (**IM**) code is a **65**-barcode for use on mail in the United States. This barcode is intended to provide greater information and functionality than its predecessors POSTNET and PLANET. - -The **Intelligent Mail** barcode has also been referred to as **One Code Solution** and **4-State Customer** barcode abbreviated **4CB**, **4-CB** or **USPS4CB**. - -![](../../../../images/eurd-web-bar-code-intelligent-mail.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **IntelligentMail**. - - ![](../../../../images/intelligent-mail-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md deleted file mode 100644 index 63bde2d7f3..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md +++ /dev/null @@ -1,33 +0,0 @@ ---- -title: Interleaved 2 of 5 -author: Anna Vekhina ---- -# Interleaved 2 of 5 - -**Interleaved 2 of 5** is a higher-density numerical barcode based upon the **Standard 2 of 5** symbology. It is used primarily in the distribution and warehouse industry. - -![](../../../../images/eurd-web-bar-code-interleaved-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Interleaved2of5**. - - ![](../../../../images/interleaved2of5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Interleaved 2 of 5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Interleaved 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md deleted file mode 100644 index 91d0c49aa3..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md +++ /dev/null @@ -1,35 +0,0 @@ ---- -title: Matrix 2 of 5 -author: Anna Vekhina ---- -# Matrix 2 of 5 - -**Matrix 2 of 5** is a linear one-dimensional barcode. **Matrix 2 of 5** is a self-checking numerical-only barcode. - -Unlike the **Interleaved 2 of 5**, all of the information is encoded in the bars; the spaces are of a fixed width and used only to separate the bars. **Matrix 2 of 5** is used primarily for warehouse sorting, photo finishing, and airline ticket marking. - -![](../../../../images/eurd-web-bar-code-matrix-2-of-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Matrix2of5**. - - ![](../../../../images/matrix2of5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Matrix 2 of 5**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Matrix 2 of 5**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md deleted file mode 100644 index 33ec3b46a6..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: Micro QR Code -author: Natalia Kazakova ---- -# Micro QR Code - -A **Micro QR Code** is a two-dimensional code. It is a more compact version of a standard [QR code](qr-code.md): a Micro QR Code can encode up to 35 numeric characters or 21 alphanumeric characters, enough to store a product ID or a short URL. In comparison, a standard QR code can contain up to 7,089 characters. - -Micro QR Codes are often used in industries such as electronics, medical devices, and retail, where space-efficient labeling is essential. - -![micro-qr-code](~/reporting-for-web/images/micro-qr-code.png) - -Refer to the following article for more information: [Micro QR Code](https://www.qrcode.com/en/codes/microqr.html). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![add barcode to report designer](~/reporting-for-web/images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Micro QR Code**. - - ![Micro QR Code Properties](~/reporting-for-web/images/micro-qrcode-in-designer-web.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Micro QR Code**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **Micro QR Code**: - -- **Compaction Mode** - - Specifies whether the barcode contains a number, an alphanumeric string, or a byte array. - -- **Error Correction Level** - - Specifies the amount of redundancy built into the Micro QR code to compensate for calculation errors. - -- **Include Quiet Zone** - - Specifies whether to add a blank space around the Micro QR code to help separate the Micro QR code from neighboring elements. - -- **Version** - - Gets or sets the barcode’s version. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/msi-plessey.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/msi-plessey.md deleted file mode 100644 index af7571f5aa..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/msi-plessey.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: MSI - Plessey -author: Anna Vekhina ---- -# MSI - Plessey - -**MSI** was developed by the MSI Data Corporation, based on the original **Plessey Code**. **MSI**, also known as **Modified Plessey**, is used primarily to mark retail shelves for inventory control. - -**MSI** is a continuous, non-self-checking symbology. While an **MSI** barcode can be of any length, a given application usually implements a fixed-length code. - -![](../../../../images/eurd-web-bar-code-msi-plessey.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **CodeMSI**. - - ![](../../../../images/msi-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **MSI**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **MSI**: - -* **MSI Checksum** - - Specifies the barcode's checksum type, which defines the appearance of checksum bars added to the barcode. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pdf417.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pdf417.md deleted file mode 100644 index 5617f1c60e..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pdf417.md +++ /dev/null @@ -1,51 +0,0 @@ ---- -title: PDF417 -author: Anna Vekhina ---- -# PDF417 - -**PDF417** (**Portable Data File**) is a stacked linear two-dimensional barcode used in a variety of applications; primarily transport, postal, identification card and inventory management. It has spawned an Open Source decoder project together with an Open Source encoder. - -The **PDF417** barcode is also called a **symbol** barcode and usually consists of **3** to **90** rows, each of which is like a small linear barcode. - -![](../../../../images/eurd-web-bar-code-pdf417.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **PDF417**. - - ![](../../../../images/pdf417-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **PDF417**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **PDF417**: - -* **Columns** - - Specifies the number of barcode columns, which allows you to control the logic width of the barcode. - -* **Compaction Mode** - - Specifies whether textual information or a byte array should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **Rows** - - Specifies the number of barcode rows, which allows you to control the logic height of the barcode. - -* **Truncate Symbol** - - Specifies whether the special end-symbol should be appended to the barcode. - -* **Y to X Ratio** - - Specifies the height-to-width ratio of a logical unit's graphic representation. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pharmacode.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pharmacode.md deleted file mode 100644 index f7e06a5362..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/pharmacode.md +++ /dev/null @@ -1,31 +0,0 @@ ---- -title: Pharmacode -author: Eugene Polevikov ---- -# Pharmacode - -**Pharmacode** is a binary code developed by the German LAETUS GMBH company. The code is widely used in the pharmaceutical industry as a packaging control system. It can be either one-track or two-track. - -| One-Track Pharmacode | Two-Track Pharmacode | -| :---: | :---: | -| ![pharmacode-one-track](../../../../images/pharmacode-one-track.png) | ![pharmacode-two-track](../../../../images/pharmacode-two-track.png) | - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **Pharmacode**. - - ![](../../../../images/pharmacode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **Pharmacode**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following property specific to **Pharmacode**: - -* **Pharmacode Type** - - Specifies whether the **Pharmacode** has one or two tracks. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/postnet.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/postnet.md deleted file mode 100644 index e58e4f9a8f..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/postnet.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: PostNet -author: Anna Vekhina ---- -# PostNet - -**PostNet** was developed by the United States Postal Service (USPS) to allow faster mail sorting and routing. **PostNet** codes are the familiar and unusual looking barcodes often printed on envelopes and business return mail. - -Unlike most other barcodes, in which data is encoded in the width of the bars and spaces, **PostNet** actually encodes data in the height of the bars. That's why all the bars are of the same width, but not the same height. - -![](../../../../images/eurd-web-bar-code-postnet.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **PostNet**. - - ![](../../../../images/postnet-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/qr-code.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/qr-code.md deleted file mode 100644 index 8c758a2b37..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/qr-code.md +++ /dev/null @@ -1,45 +0,0 @@ ---- -title: QR Code -author: Anna Vekhina ---- -# QR Code - -A **QR Code** (**QR** is the abbreviation for **Quick Response**) is a two-dimensional code, readable by **QR** scanners, mobile phones with a camera, and smartphones. **QR Code** can encode textual, numeric and binary data. - -![](../../../../images/eurd-web-bar-code-qr-code.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **QRCode**. - - ![](../../../../images/qrcode-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **QRCode**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **QRCode**: - -* **Compaction Mode** - - Specifies whether numeric, alpha-numeric or byte information should be used as the barcode's data. - -* **Error Correction Level** - - Specifies the amount of redundancy built into the barcode's coding, to compensate for calculation errors. - -* **Logo** - - Specifies the image that overlays the QR code. - -* **Version** - - Specifies the barcode's size. - -* **Frame Options** - - Gets or sets the [frame for QR codes](add-bar-codes-to-a-report.md#frames-for-qr-codes). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/sscc.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/sscc.md deleted file mode 100644 index 985028fe6f..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/sscc.md +++ /dev/null @@ -1,24 +0,0 @@ ---- -title: Serial Shipping Container Code (SSCC) -author: Polina Tyureva ---- -# Serial Shipping Container Code (SSCC) - -The **Serial Shipping Container Code** (SSCC) is the GS1 Identification Key used to identify a logistic unit. -This unique identifier is composed of an Extension Digit, a GS1 Company Prefix, a Serial Reference, and a Check Digit. - -![](../../../../images/eurd-win-bar-code-sscc.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **SSCC**. - - ![](../../../../images/sscc-in-web-designer.png) - -3. Assign a numeric value composed of 17 digits to the **Text** property. If the numeric value contains less than 17 digits, it is padded with zeros at the beginning so that the string value of the **Text** property contains exactly 17 characters. A numeric value with 17 digits is left intact. If 18 digits are specified, the last digit is truncated. A value with more than 18 digits causes an error. - -4. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-a.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-a.md deleted file mode 100644 index 02f811d64a..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-a.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: UPC-A -author: Anna Vekhina ---- -# UPC-A - -The **UPC-A** barcode is by far the most common and well-known symbology, especially in the United States. A **UPC-A** barcode is the barcode you will find on virtually every consumer item on the shelves of your local supermarket, as well as books, magazines, and newspapers. It is called simply, a "UPC barcode" or "UPC Symbol." - -![](../../../../images/eurd-web-bar-code-upc-a.png) - - -The **UPC-A** barcode contains **12** digits, no letters or other characters. The first digit is the prefix signifying the product type. The last digit is the "check digit". The check digit is calculated using first eleven figures when the barcode is constructed. So, for the correct **UPC-A** you should specify only the first **11** digits. - -The recommended dimensions are shown in the picture. The standard allows magnification up to **200**%, and reduction of up to **80**% of the recommended size. - -There should be two quiet zones before and after the barcode. They provide reliable operation of the barcode scanner. The quiet zone recommended length is **2.97** mm for the barcode of standard width and height. - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **UPCA**. - - ![](../../../../images/upca-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e0.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e0.md deleted file mode 100644 index f049eafbb4..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e0.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: UPC-E0 -author: Anna Vekhina ---- -# UPC-E0 - -**UPC-E** is a variation of **UPC-A** which allows for a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size as an **UPC-A** barcode, **UPC-E** is generally used on products with very small packaging, where a full **UPC-A** barcode could not reasonably fit. - -The **UPC-E0** is a kind of **UPC-E** code with the number system set to **0**. In the human readable string of the barcode the first digit signifies the number system (always **0** for this code type), and the last digit is the check digit of the original **UPC-A** code. - -In the example below, the original **UPC-A** code is "**04210000526**". We should remove the leading zero when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**4**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. - -![](../../../../images/eurd-web-bar-code-upc-e0.png) - - -Not every **UPC-A** code can be transformed into the **UPC-E0** (it must meet special requirements). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **UPCE0**. - - ![](../../../../images/upc0-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e1.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e1.md deleted file mode 100644 index c20364b942..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-e1.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: UPC-E1 -author: Anna Vekhina ---- -# UPC-E1 - -**UPC-E** is a kind of **UPC-A**, which allows a more compact barcode by eliminating "extra" zeros. Since the resulting **UPC-E** barcode is about half the size of the **UPC-A** barcode, **UPC-E** is generally used on products with a very small packaging where a full **UPC-A** barcode does not fit. - -The **UPC-E1** is a variation of **UPC-E** code with the number system set to "**1**". In the human readable string of the barcode the first digit signifies the number system (always **1** for this code type), the last digit is the check digit of the original **UPC-A** code. - -In the example below, the original **UPC-A** code is "**14210000526**". We should remove the leading "**1**" when assigning the string to the control's property, since the code format itself implies its presence. The checksum digit (**1**) is calculated automatically, and the symbology algorithm transforms the rest of the numeral string. The result is **425261**, and it is encoded along with the number system prefix and the check digit into the scanner-readable form. - -![](../../../../images/eurd-web-bar-code-upc-e1.png) - -Not every **UPC-A** code can be transformed into the **UPC-E1** (it must meet special requirements). - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **UPCE1**. - - ![](../../../../images/upc1-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md deleted file mode 100644 index d05cb564e9..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: UPC Shipping Container Symbol (ITF-14) -author: Anna Vekhina ---- -# UPC Shipping Container Symbol (ITF-14) - -The **UPC Shipping Container Symbol** (**ITF-14**) barcode is used to mark packaging materials that contain products labeled with a **UPC** or **EAN** product identification number. - -This barcode provides a **GS1** implementation of an **Interleaved 2 of 5** barcode for encoding a **Global Trade Item Number** (an identifier for trade items developed by **GS1**). This barcode always uses a total of **14** digits. - -The thick black border around the symbol (the **Bearer Bar**) is intended to improve barcode reading reliability. - -![](../../../../images/eurd-web-bar-code-itf-14.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **ITF14**. - - ![](../../../../images/itf14-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties and properties [specific](#specific-properties) to **ITF14**. - -## Specific Properties - -In the [property grid](../../report-designer-tools/ui-panels/properties-panel.md), expand the **Symbology** list and specify the following properties specific to **ITF14**: - -* **Calculate a Checksum** - - Specifies whether to calculate a checksum for the barcode. - -* **Wide Narrow Ratio** - - Specifies the density of a barcode's bars. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md deleted file mode 100644 index b48c20bd9d..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md +++ /dev/null @@ -1,23 +0,0 @@ ---- -title: UPC Supplemental 2 -author: Anna Vekhina ---- -# UPC Supplemental 2 - -**2**-digit supplemental barcodes should only be used with magazines, newspapers and other periodicals. - -The **2**-digit supplement represents the issue number of the magazine. This is useful so that the product code itself (contained in the main barcode) is constant for the magazine, so that each issue of the magazine doesn't have to have its own unique barcode. Nevertheless, the **2**-digit supplement can be used to track which issue of the magazine is being sold, for example, for sales analysis or restocking purposes. - -![](../../../../images/eurd-web-bar-code-upc-supplemental-2.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **UPCSupplemental2**. - - ![](../../../../images/upc-supplemental-2-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md b/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md deleted file mode 100644 index ceab90abdb..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: UPC Supplemental 5 -author: Anna Vekhina ---- -# UPC Supplemental 5 - -**5**-digit supplemental barcodes are used on books to indicate the suggested retail price. - -![](../../../../images/eurd-web-bar-code-upc-supplemental-5.png) - -## Add the Barcode to a Report - -1. Drag the **Barcode** item from the report controls toolbox tab and drop it onto the report. - - ![](../../../../images/eurd-web-add-bar-code-to-report.png) - -2. Set the control’s **Symbology** property to **UPCSupplemental5**. - - ![](../../../../images/upc-supplemental-5-in-designer.png) - -3. Specify [common](add-bar-codes-to-a-report.md) barcode properties. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/character-comb.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/character-comb.md deleted file mode 100644 index 7d79acaca7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/character-comb.md +++ /dev/null @@ -1,124 +0,0 @@ ---- -title: Character Comb -author: Anna Vekhina ---- -# Character Comb - -## Overview -The **Character Comb** control displays text so that each character is printed in an individual cell. - -![](../../../../images/eurd-web-character-comb-example.png) - -To add a Character Comb to the report, drag the **Character Comb** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-character-comb-to-report.png) - -The number of cells displayed by the control in Print Preview depends on the **Can Shrink** and **Auto Width** settings. - -* If both these properties are enabled, the number of cells corresponds to the number of characters in the control's text. -* Otherwise, the number of cells corresponds to the specified cell size and the control size. - -See the [Content Layout and Position](#content-layout-and-position) section to learn more on using these properties. - -You can also adjust the character comb's size to match its characters using the **Fit Bounds To Text** command from the control's context menu: - -* If the **Word Wrap** option is enabled, the command keeps control content displayed in multiple lines. It decreases the control's height and adjusts the width to fit this content. - - ![](../../../../images/eurd-web-character-comb-fit-bounds-to-text-with-word-wrap.png) - -* If the **Word Wrap** option is disabled, the command adjusts the control's height and width to completely display the control's content in a single line. As a result, the number of cells corresponds to the number of characters. - - ![](../../../../images/eurd-web-character-comb-fit-bounds-to-text-without-word-wrap.png) - -When exporting this control to third-party formats, consider the following -* When a report is exported to an **XLS** or **XLSX** file, the cells of the Character Comb correspond to the cells of a resulting Excel sheet. -* When a report is exported to a **CSV** (or **TXT**) file, the content of individual cells is separated (or spaced) by a specified **Separator** character. - -In most aspects, the Character Comb is similar to the [Label](Label.md) control from which it inherits most of its properties and its basic behavior. For general information about binding these controls to data and display summary function results, see the [Label](Label.md) topic. To learn about Character Comb specifics, see the following sections in this document. - -## Main Options -The following properties are specific to the Character Comb control: - -* **Cell Vertical Spacing** and **Cell Horizontal Spacing** - - Specify the spacing between adjacent cells (measured in [report units](../../configure-design-settings/change-a-report-measurement-units.md)). These values do not depend on the specified border width of a control. - - The following image illustrates a Character Comb with **Cell Vertical Spacing** set to **15** and **Cell Horizontal Spacing** set to **5**. - - ![](../../../../images/eurd-web-character-comb-vertical-and-horizontal-spacing.png) - - -* **Border Width** - - Specifies the width of cell borders in pixels, as a floating point value. - - ![](../../../../images/eurd-web-character-comb-specify-border-width.png) - - When the cell spacing is set to zero, the borders of adjacent cells are merged (i.e., the actual border width is not doubled). - - The following images illustrate how cell spacing affects the **Border Width** property behavior: - - | Cell Spacing = 0 | Cell Spacing = 1 | - |---|---| - | ![](../../../../images/eurd-web-character-comb-border-without-spacing.png) | ![](../../../../images/eurd-web-character-comb-border-with-spacing.png) | - - When the control's content is to be printed on multiple pages, a page break horizontally splits the cell border based on the cell spacing setting, as shown below. - - | Cell Spacing = 0 | Cell Spacing > 0 | - |---|---| - |![](../../../../images/eurd-web-character-comb-on-multi-pages-without-spacing.png)| ![](../../../../images/eurd-web-character-comb-on-multi-pages-with-spacing.png) | - -* **Cell Size Mode** - - Specifies whether or not the cell size should depend on the current font size of a control. The following cell size modes are supported: - - * **Custom** - - The cell size is determined by the **Cell Height** and **Cell Width** property values and does not depend on the assigned font size. - - With this setting, the actual cell size is less than the specified **Cell Height** and **CellWidth** by the **Border Width** value. - - * **Auto Size** - - The cell size depends on the current font size of a control (the **Cell Height** and **Cell Width** properties are ignored). - - With this setting, the actual cell size does not depend on the specified border width of a control. - - * **Auto Height** - - Only the cell height depends on the current font size of a control (the **Cell Height** property is ignored), and the **Cell Width** value is specified manually. - - With this setting, the following behavior is expected: - - * The actual cell height does not depend on the specified border width of a control. - * The actual cell width is the difference between the specified **Cell Width** and **Border Width** values. - - * **Auto Width** - - Only the cell width depends on the current font size of a control (the **Сell Width** property is ignored), and **Cell Height** value is specified manually. - - With this setting, the following behavior is expected: - - * The actual cell width does not depend on the specified border width of a control. - * The actual cell height is the difference between the specified **Cell Height** and **Border Width** values. - -## Content Layout and Position -This section describes the **Character Comb** properties that affect the control's position on a page and content layout. - -The following image illustrates the behavior of the **Auto Width** property that specifies whether or not the width of a control depends on its text. Expand the **Character Comb Tasks** or **Behavior** category to specify this property. - -| AutoWidth = true | AutoWidth = false | -|---|---| -| ![](../../../../images/eurd-web-character-comb-auto-width-true.png) | ![](../../../../images/eurd-web-character-comb-auto-width-false.png) | - -The following image illustrates the behavior of the **Can Shrink** property that specifies whether or not the height of a control depends on its text. Expand the **Character Comb Tasks** or **Behavior** category to specify this property. - -| CanShrink = true | CanShrink = false | -|---|---| -| ![](../../../../images/eurd-web-character-comb-can-shrink-true.png) |![](../../../../images/eurd-web-character-comb-auto-width-false.png) | - -The **Text Alignment** property specifies the alignment of text within a control. Expand the **Appearance** category to specify this property. - -| TextAlignment = Top Left | TextAlignment = Middle Center | TextAlignment = Bottom Right | -|---|---|---| -| ![](../../../../images/eurd-web-character-comb-text-alignment-top-left.png) |![](../../../../images/eurd-web-character-comb-text-alignment-middle-center.png) | ![](../../../../images/eurd-web-character-comb-text-alignment-bottom-right.png) | \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/check-box.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/check-box.md deleted file mode 100644 index 4534da01c2..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/check-box.md +++ /dev/null @@ -1,86 +0,0 @@ ---- - -title: Check Box -author: Anna Vekhina ---- -# Check Box - -The **Check Box** control displays the checkbox's state. - -You can add this control by dragging the **Check Box** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-check-box-control-to-report.png) - -Use one of the following properties to set the checkbox's state: - -* **Checked** - indicates whether the checkbox is selected (displays a check mark) or not (is empty). -* **Check State** - specifies one of the following checkbox states: - - | Icon | Check State | - |---|---| - | ![](../../../../images/eurd-web-check-box-unchecked-state.png) | Unchecked | - ![](../../../../images/eurd-web-check-box-checked-state.png) | Checked| - |![](../../../../images/eurd-web-check-box-indeterminate-state.png) |Indeterminate - -The **Text** property specifies the checkbox's caption. You can double-click the checkbox to invoke its in-place editor and type the desired text. - -![](../../../../images/eurd-web-check-box-in-place-editor.png) - -## Bind to Data - -You can [bind](../bind-controls-to-data.md) the **Check State** property to a data field obtained from a report's data source. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Check Box Tasks** category and click the **Check State** property's marker. Select **Check State Expression** from the popup menu. Then select a data field in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). - -![](../../../../images/eurd-web-check-box-bind-to-data.png) - -The data field value determines the checkbox state in the following manner: - -* **True** or **1** activates the **Checked** state; -* **False** or **0** activates the **Unchecked** state; -* Any other value activates the **Indeterminate** state. - -In the same way, click the **Text** property's marker, select **Text Expression**, then select a data field or construct a complex binding expression that involves two or more data fields. - -![](../../../../images/eurd-web-check-box-text-expression.png) - -You can also drag and drop a Boolean type data field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new checkbox bound to this field. - -![](../../../../images/eurd-web-check-box-drop-field-from-field-list.png) - -See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic to learn more about creating data-aware controls. - - -## Interactivity - -Set the **Edit Options** | **Enabled** option to **Yes** to enable [changing the checkbox state](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview. - -![](../../../../images/eurd-web-check-box-edit-options-enabled.png) - -The **Group ID** setting defines the checkbox's behavior in Print Preview: - -* When you set this property to an empty string value, a checkbox can be switched to either the "checked" and "unchecked" state independently on other available check boxes. - - ![](../../../../images/eurd-web-check-box-editing-in-print-preview.png) - -* Otherwise, the field editor behaves like a radio button, and editors that have the same ID belong to a single logical group (that is, only one option can be selected in a group at a time). - -## Glyph Customization - -The **Glyph Options** property provides access to glyph settings. - -![](../../../../images/eurd-web-check-box-glyph-options.png) - - -* **Alignment** - specifies the glyph's alignment within the control. - - ![](../../../../images/eurd-web-check-box-glyph-options-alignment.png) - -* **Size** - specifies the glyph size. - -* **Glyph Style** - specifies a predefined glyph style. - - ![](../../../../images/eurd-web-check-box-glyph-options-glyph-style.png) - -* **Custom Glyphs** - specifies a custom glyph image for each checkbox state (Checked/Unchecked/Indeterminate). - - ![](../../../../images/eurd-web-check-box-glyph-options-custom-glyphs.png) - diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/label.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/label.md deleted file mode 100644 index 1fa1913f37..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/label.md +++ /dev/null @@ -1,156 +0,0 @@ ---- -title: Label -author: Anna Vekhina ---- -# Label - -## Label Overview -The **Label** control displays plain text in a report. Drag the **Label** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area to add a Label control to it. - -![](../../../../images/eurd-web-drop-report-control-from-toolbox.png) - -Double-click the label to invoke its in-place editor and enter the desired static text. - -![](../../../../images/eurd-web-label-static-text.png) - -You can also drop a TXT file to a band to create a label with associated file content. - -Press CTRL+Enter to submit text changes and exit the label's in-place editing mode. - -## Bind to Data -### Display Field Values - -You can [bind](../bind-controls-to-data.md) the label's **Text** property to a data field obtained from a report's data source. Switch to the [Properties](../../report-designer-tools/ui-panels/properties-panel.md) panel, expand the **Label Tasks** category and click the **Text** property's marker. Select **Text Expression** from the popup menu. Then select a data field or construct a binding [expression](../../use-expressions/expression-language.md) in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). - -![](../../../../images/eurd-web-label-bind-to-data-field.png) - -You can use the Expression Editor to construct a complex binding expression that involves two or more data fields. - -![](../../../../images/eurd-web-label-expression-binding.png) - -You can also drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new label bound to this field. - -![](../../../../images/eurd-web-label-drag-field-from-field-list.png) - -See the [Bind Controls to Data](../bind-controls-to-data.md) topic for more information. - -The **Process Duplicates Mode**, **Process Duplicates Target** and **Process Null Values** options enable you to hide a control when a duplicated or null value appears in an assigned data source. - -![](../../../../images/eurd-web-label-process-duplicates-mode.png) - -You can also use the **Text Format String** property to specify output values' [format](../../shape-report-data/format-data.md). - -![](../../../../images/eurd-web-label-format-string.png) - -The ellipsis button invokes the **FormatString** editor: - -![](../../../../images/eurd-web-label-formatstring-editor.png) -### Display Summaries - -Specify a data range in the **Running** property and select the summary function in the [Expression Editor](../../report-designer-tools/expression-editor.md) to display a [summary function's result](../../shape-report-data/calculate-summaries/calculate-a-summary.md) in a label. - -![](../../../../images/eurd-web-label-summary-function.png) - -The ellipsis button invokes the Expression Editor: - -![](../../../../images/eurd-web-label-summary-function-editor.png) - -## Adjust the Label Size and Content -### Static Content - -You can change a label's size to fit its static text using the **Fit Bounds To Text** command from the label's context menu: - -* If the **Word Wrap** option is enabled, the command displays control content in multiple lines. It reduces control height and adjusts its width to fit its content. - - ![](../../../../images/eurd-web-label-fit-bounds-to-text-word-wrap-enabled.png) - -* If the **Word Wrap** option is disabled and the control's content is partially visible, the command adjusts the control's size to display this content. - - ![](../../../../images/eurd-web-label-fit-bounds-to-text-word-wrap-disabled.png) - -This command's result also depends on the control's **Text Alignment** and **Right To Left** settings. - -Use the **Fit Text To Bounds** button to adjust the control's font size to fit its area. The **Word Wrap** option defines whether the text can occupy multiple lines or should be in a single line. - -![](../../../../images/eurd-web-label-fit-text-to-bounds.png) - -These commands are not available in the following cases: - -* A label's text is an empty string; -* A label's text is bound to data; -* A label's **Angle** property is specified. - - -### Data-Bound Labels - -The **Can Grow** and **Can Shrink** properties allow you to increase or decrease the control's height according to its content in Print Preview mode. - -| Can Grow is enabled | Can Grow is disabled | -|---|---| -| ![](../../../../images/eurd-web-label-can-grow-true.png) | ![](../../../../images/eurd-web-label-can-grow-false.png) | - - -| Can Shrink is enabled | CanShrink is disabled | -|---|---| -| ![](../../../../images/eurd-web-label-can-shrink-true.png) | ![](../../../../images/eurd-web-label-can-shrink-false.png) | - -The **Auto Width** property specifies whether to adjust a data-bound label's width to its content automatically. - -You can also use the opposite **Text Fit Mode** property to adjust a control's font size to fit its boundaries in Print Preview. This property is not available if the **Can Grow**, **Can Shrink** or **Auto Width** option is enabled. - -![](../../../../images/eurd-web-label-text-fit-mode-property.png) - -| Text Fit Mode = None | Text Fit Mode = Grow Only | Text Fit Mode = Shrink Only | Text Fit Mode = Shrink And Grow | -|---|---|---|---| -| ![](../../../../images/eurd-web-label-text-fit-mode-none.png) | ![](../../../../images/eurd-web-label-text-fit-mode-grow-only.png) | ![](../../../../images/eurd-web-label-text-fit-mode-shrink-only.png) | ![](../../../../images/eurd-web-label-text-fit-mode-shrink-and-grow.png) | - -See the [Lay out Dynamic Report Content](../../lay-out-dynamic-report-content.md) topic for more information. - - -## Interactivity -Set the **Enabled** option in the **Edit Options** category section to **Yes** to [edit a label's content](../../provide-interactivity/edit-content-in-print-preview.md) in Print Preview mode. - -![](../../../../images/eurd-web-label-edit-options-enabled.png) - -Clicking this label in a previewed document invokes the appropriate editor. - -![](../../../../images/eurd-web-label-content-editing-in-print-preview.png) - -Use the label's **Interactive Sorting** option to click this label in Print Preview to sort report data. Set the **Target Band** property to the Group Header or Detail band, and specify the data field in the **Field Name** property. - -![](../../../../images/eurd-web-label-interactive-sorting-options.png) - -Refer to [Sort a Report in Print Preview](../../provide-interactivity/sort-a-report-in-print-preview.md) for a step-by-step tutorial. - - -## Markup Text ## -Enable the **Allow Markup Text** property to format the label's text with markup tags. - -![](../../../../images/eurd-web-label-markup-text-allow-markup-text-buttom-tag-examples.png) - -**Label** supports the following tags: - -| Tag | End Tag | Description | -| --- | ------- | ----------- | -| **<br>** | | Inserts a single line break. Enable the **WordWrap** property to use this tag. | -| **<nbsp>** | - | Inserts a space. | -| **<color**=_value_**>** | **</color>** | Specifies the text color. | -| **<backcolor**=_value_**>** | **</backcolor>** | Specifies the background color. | -| **<size**=_value_**>** | **</size>** | Specifies the font size. | -| **<b>** | **</b>** | Defines bold text. | -| **<i>** | **</i>** | Defines italic text. | -| **<s>** | **</s>** | Defines strikethrough text. | -| **<u>** | **</u>** | Defines underlined text. | -| **<image=**_value_**>** | - | Inserts an image from the report's named image collection. Supports both raster images and SVG images. Use the report's **Image Resources** property to provide images and reference them by their **Id**. The **image** tag's **size** attribute sets the image display pixel size. If the specified width/height exceeds the label's width/height, it is reduced to display the entire image. Specify the **size** attribute after the tag's value followed by the ";" character. | -| **<href=**_value_**>** | **</href>** | Displays a hyperlink. The value string specifies the hyperlink source, and the string between the opening and closing tags is the text to display. | - -When a report is exported to XLS or XLSX, the following rich-text content is converted from labels into Excel-native rich-text content: - -| | | -| --- | --- | -| Text format | \, \, \, \ | -| Line break | \
| -| Non-breaking space | \ | -| Font | \ | -| Font size | \ | -| Foreground color | \ | diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-break.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-break.md deleted file mode 100644 index 56b34f1555..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-break.md +++ /dev/null @@ -1,21 +0,0 @@ ---- -title: Page Break -author: Anna Vekhina ---- -# Page Break - -The **Page Break** control's sole purpose is to insert a page delimiter at any point within a report. - -You can add this control by dragging the **Page Break** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-page-break-to-report.png) - -This control is visually represented by a short line attached to the report's left margin. - -The Page Break control is useful when you need to insert a page break between controls within a [report band](../../introduction-to-banded-reports.md) (for example, to divide subreports so that the second subreport starts printing on a new page). - -![](../../../../images/eurd-web-page-break-between-subreports.png) - -You can also insert a page break before or after a specific report band using the band's **Page Break** property. - -![](../../../../images/eurd-web-band-page-break-property.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-info.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-info.md deleted file mode 100644 index 29547bee4a..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/page-info.md +++ /dev/null @@ -1,30 +0,0 @@ ---- -title: Page Info -author: Anna Vekhina ---- -# Page Info - -The **Page Info** control is used to display auxiliary information on report pages, such as date, time, page numbers or user name. - -To add a new Page Info control to a report, drag the **Page Info** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. - -![](../../../../images/eurd-web-add-page-info-to-report.png) - -Use the **Page Information** property to define the kind of information the control displays: page numbers, system date-time, or user name. - -![](../../../../images/eurd-web-page-info-information-kind.png) - -For examples of different uses of this control, see the corresponding tutorials: - -* [Add Page Numbers](../../add-navigation/add-page-numbers.md) -* [Display the User Name in a Report](../../add-extra-information/display-the-user-name-in-a-report.md) -* [Display the Current Date and Time in a Report](../../add-extra-information/display-the-current-date-and-time-in-a-report.md) - -> [!NOTE] -> Because usually this information is displayed in the Page Header/Footer and Top/Bottom Margin bands, you cannot bind the **Page Info** property to a field from a data source. So, in order to display dynamic information, use the [Label](label.md) or [Rich Text](rich-text.md) controls instead. - -In addition, a format string can be applied to a control's contents. For example, you can change the control's format to **Page {0} of {1}** using the **Text Format String** property. - -![](../../../../images/eurd-web-page-info-text-format-string.png) - -When a report contains at least one [group](../../shape-report-data/group-and-sort-data/group-data.md), you can specify individual page numbers for report groups by setting the **Running Band** property to the name of the required group. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/panel.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/panel.md deleted file mode 100644 index 3de7a4f221..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/panel.md +++ /dev/null @@ -1,41 +0,0 @@ ---- -title: Panel -author: Anna Vekhina ---- -# Panel - -The **Panel** control is a container that frames separate report controls and allows you to move, copy and paste them. The panel also visually unites report controls in Print Preview (for instance, with borders or a uniform color background). - -To add a panel to a report, drag the **Panel** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the required report band. - -![](../../../../images/eurd-web-add-panel-control-to-report.png) - -Drop the desired report controls onto the panel to combine them to a group. - -![](../../../../images/eurd-web-add-report-controls-to-panel.png) - -You can use this panel to move, copy, change appearance settings, etc. instead of adjusting individual controls. - -![](../../../../images/eurd-web-panel-control-moving.png) - -The [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) displays controls placed onto a panel as its subordinate nodes. - -![](../../../../images/eurd-web-panel-structure-in-report-explorer.png) - -The panel cannot contain the following report controls: -* [Cross Tab](../../create-reports/cross-tab-reports.md) -* [Subreport](../use-basic-report-controls/subreport.md) -* [Page Break](../use-basic-report-controls/page-break.md) -* [Table of Contents](../use-basic-report-controls/table-of-contents.md) -* [Cross-Band Line and Box](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) - -If a panel includes only one control, you can use the **Fit Bounds to Container** from the panel's context menu. This command resizes the control so that it occupies all the available container space (excluding borders). - -![](../../../../images/eurd-web-panel-fit-bounds-to-container.png) - -You can also enable the panel's **Can Shrink** property to automatically adjusts the panel's size to fit all the inner controls. For instance, this allows preventing blank areas when you [conditionally hide specific controls](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md). - -![](../../../../images/eurd-web-panel-can-shrink-property.png) - -> [!NOTE] -> The Panel control cannot span several [report bands](../../introduction-to-banded-reports.md) as [cross-band controls](../draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md) can. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md deleted file mode 100644 index b75e1f58e3..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md +++ /dev/null @@ -1,126 +0,0 @@ ---- -title: PDF Content -author: Sergey Andreev ---- - -# PDF Content - -The **PDF Content** control allows you to render PDF file content in two ways: - -* *Default*. Render each PDF file page as a separate report page. - - ![Render PDF content on separate pages](../../../../images/eurd-web-pdf-content-diagram.png) - -* Embed PDF content into a report. - - ![Embed PDF content to a report](../../../../images/xrpdfcontent-generate-own-pages-on.png) - - Refer to the following documentation section for more details: [Embed PDF File Content into a Report](#embed-pdf-file-content-into-a-report). - -## Add the PDF Content Control to a Report - -Drop the **PDF Content** item from the Toolbox onto a [band](../../introduction-to-banded-reports.md) on the design surface. - -![Drop the PDF Content control from Toolbox](../../../../images/xrpdfcontent-drop-from-toolbox.png) - -You can also drop a PDF file to a band to insert a PDF Content item. - -## Specify PDF Content - -Use one of the following methods: - -* [Specify binary PDF data](#specify-pdf-data) - - This data is stored in the report file. The source of this data does not need to be available when the report is rendered. - -* [Specify a reference to a PDF document](#specify-a-reference-to-a-pdf-document) - - The reference to the document is stored in the report definition file. The referenced document should be available when the report is rendered. - -### Specify PDF Data - -Select the **PDF Content** control, navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md), click the **Source** property's ellipsis button, and select a PDF file. - -![Click the Source property's ellipsis button and select PDF file](../../../../images/xrpdfcontent-source-ellipsis.png) - -When users save a report, the **Source** property value persists in the report file. - -You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). - -### Specify a Reference to a PDF Document - -Select the **PDF Content** control, navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md), and assign a path to a PDF file to this property. - -![Assign a path to a PDF file to the Source URL property](../../../../images/xrpdfcontent-sourceurl-ellipsis.png) - -You can also use [report parameters](../../use-report-parameters.md) to conditionally specify the **Source Url** property value or bind the property to a data source field. Refer to the following section for details: [Use Expressions](#use-expressions). - -When users save a report, the URL or path specified in the **Source URL** property is included in the report file. The PDF document should be available at the specified location when a report is printed or rendered in Preview. - -The **Source Url** property value takes precedence over the **Source** property value. If you specify both properties, **PDF Content** includes the content specified by **Source Url**. If the file specified in the **Source Url** property cannot be loaded, the PDF data from the **Source** property is used. - -### Use Expressions - -Select the **PDF Content** control and navigate to the [Properties panel](../../report-designer-tools/ui-panels/properties-panel.md). Click the **f** symbol right to the **Source** or **Source URL** property. - -![Assign an expression to the Source URL property](../../../../images/xrpdfcontent-sourceurl-expression.png) - -Use the invoked **Expression Editor** to create an expression that identifies the source of a PDF file. - -## Embed PDF File Content into a Report - -[Add](#add-the-pdf-content-control-to-a-report) the **PDF Content** control to a report, [specify](#specify-pdf-content) a PDF file location, and disable the control's **Generate Own Pages** property. - -![Disable the Generate Own Pages property](../../../../images/disable-generate-own-pages-property.png) - -### Use Cases - -* Create a report with PDF file content and headers / footers that are printed on PDF file pages. - -* Print pictures, bar codes, page numbers, a report watermark, and other elements over the content of a PDF file. - -* Create a report document with paper kind that differs from PDF pages paper kind. Refer to the following section for instructions: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). - -* Append PDF file content to report content and add sequential numbering to all report pages. For this, add PDF file content as a subreport to your report as described in the following section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Then, [add page numbers](../../add-navigation/add-page-numbers.md) to both the subreport and main report. - -* Design a pre-printed form and use PDF file as a watermark. - - If your PDF file contains one page, follow the steps below: - - 1. Embed this page into a report's *Detail* band. - 2. Remove the report's margins to prevent duplication with PDF page margins. - 3. Adjust the page size to make it fit the entire *Detail* band. - - If your PDF file contains multiple pages, do the following: - * Create a subreport for each of the pages. Follow the instructions in this section: [Fit PDF File's Page Size to Report's Page Size](#fit-pdf-files-page-size-to-reports-page-size). Use the **PDF Content** control's **Page Range** property to specify the PDF file page that should be included to a subreport. - * Include each of these subreports to one report. - -### Fit PDF File's Page Size to Report's Page Size - -A PDF file and a report to which you embed PDF file content might have different paper kind. PDF file pages can also be generated with double margins: page margins and report margins. - -This section explains how to set the same paper kind for a report and its embedded PDF file and how to include only the PDF file's page margins to the report. The main idea is to create a subreport that includes PDF pages in embedded mode, and then, add this subreport to the main report that contains initial content. - -1. Create a blank report. Set the report's **Paper Kind** property to the paper kind of the main report to which you want to embed PDF content. - -2. Drop the **PDF Content** control from the **Toolbox** onto the created report's _Detail_ band, specify a PDF file source, and disable the control's **Generate Own Pages** property. - -3. Remove the report's margins and adjust the **PDF Content** control size to make PDF content fit the entire *Detail* band. - - ![Adjust the Pdf Content control's size](../../../../images/xrpdfcontent-adjust-size.png) - -4. Add the report as a subreport to your main report. Use the [Subreport](subreport.md) control with the **Generate Own Pages** property enabled. - - ![Add the Pdf Content control as a subreport to the main report](../../../../images/xrpdfcontent-add-as-subreport.png) - - Open the main report's Preview to show the result. - -## Limitations - -* PDF content is displayed as an image in Preview. Users cannot select text in PDF content. To allow users to select text, export the report to PDF. - -* You cannot add the **PDF Content** control to the following bands: - * **Top Margin** / **Bottom Margin** - * **Page Header** / **Page Footer** - * **Group Header** / **Group Footer** bands (if their **Repeat Every Page** properties are enabled). - * **Vertical Header** / **Vertical Detail** / **Vertical Total** \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md deleted file mode 100644 index aba4e145ae..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md +++ /dev/null @@ -1,27 +0,0 @@ ---- -title: PDF Signature -author: Sergey Andreev ---- -# PDF Signature - -**PDF Signature** is a control that allows users to add a visual signature to a report exported to PDF. - -The **PDF Signature** control visualizes the document signature information: - -* Certificate name -* Distinguished name -* Location -* Signature date -* Signature reason - -![PDF Signature Overview](../../../../images/eurd-pdf-signature-overview.png) - -> [!TIP] -> For more information on how to create, export, and sign a report, refer to the following tutorial: [Reports with a Visual PDF Signature](../../create-reports/reports-with-visual-pdf-signature.md). - -## Add a Signature Control to a Report - -Drop the **PDF Signature** control from the **Toolbox** onto a report. - -![Drop PDF Signature from the Toolbox](../../../../images/eurd-pdf-signature-drop-from-toolbox.png) - diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/picture-box.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/picture-box.md deleted file mode 100644 index 14dc70351c..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/picture-box.md +++ /dev/null @@ -1,116 +0,0 @@ ---- -title: Picture Box -author: Anna Vekhina ---- -# Picture Box - -## Overview -The **Picture Box** control allows you to embed _static_ (stored with the report) or _dynamic_ (obtained from a data source) images into a report. - -To add this control to a report, drag the **Picture Box** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-picture-box-to-report.png) - -The Picture Box can display images with the following formats: BMP, JPG, JPEG, GIF, TIF, TIFF, PNG, ICO, DIB, RLE, JPE, JFIF, EMF, WMF, SVG. - -You can also drag & drop a supported image file onto the report surface to create a Picture Box. - -Use the **Image Source** or **Image URL** property to specify the image the Picture Box displays. You can access these properties in the **Picture Box Tasks** category. - -![](../../../../images/eurd-web-picture-box-image-property.png) - -The specified image is [saved](../../save-reports.md) with the report if you use the **Image Source** property. If you use the **Image URL** property, only the path to the image is stored. - -## Bind to Data - -You can use the Picture Box to display an image [dynamically obtained](../bind-controls-to-data.md) from a data source. Click the **Image Source** property's marker and select **Image Source Expression** from the popup menu. Then select the data field in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). You can use this editor to construct a binding expression that can include two or more data fields. - -![](../../../../images/eurd-web-picture-box-bind-to-data.png) - -You can bind the **Image URL** property to data in the same way. - -You can also drag and drop a field that contains image data from the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a new Picture Box bound to this field. - -![](../../../../images/eurd-web-picture-box-drop-from-field-list.png) - -See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for more information about how to create data-aware controls. - -## SVG Support Limitations -The Picture Box does not support the following SVG content: - -* Gradient colors - -* Text (you can convert text to curves as a workaround) - -* Animations - -* External .css styles - -Export (except for PDF) has the following limitations: - -* SVG images are converted to metafiles because document viewers may not support SVG format. - -* SVG images are exported as PNG in the **Microsoft Azure** environment. - -The **Medium Trust** permission level does not support SVG. - -## Image Size Modes - -Use the **Sizing** property to specify an image's position in the Picture Box. - -![](../../../../images/eurd-web-picture-box-image-size-modes.png) - -This control supports the following image size modes: - -* **Normal** - - The image is displayed at the top left corner with its original dimensions. The image is clipped if it does not fit the control's boundaries. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-normal.png) - -* **Stretch Image** - - The image is stretched or shrunk to fill the control's width and height. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-stretch-image.png) - -* **Auto-Size** - - The control's dimensions are adjusted to the image's size. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-auto-size.png) - -* **Zoom Image** - - The image is resized proportionally without clipping it to fit the control dimensions. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-zoom-image.png) - -* **Squeeze** - - The image is centered and shown full-size if the control dimensions exceed the image size. Otherwise, the image is resized to fit the control's boundaries. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-squeeze.png) - -* **Tile** - - The original image is replicated within the control starting from the top left corner. The replicated image is clipped if it does not fit the control's boundaries. - - ![](../../../../images/eurd-web-picture-box-image-size-mode-tile.png) - -You can also use the **Image Alignment** property in the **Normal**, **Zoom Image** and **Squeeze** modes to specify the alignment in relation to the control's boundaries. - -## Interactivity - -You can add a possibility to load/change an image and/or draw a signature in a Picture Box when it is displayed in Print Preview. To do this, expand the **Behavior** category, select the **Edit Options** section and set the **Enabled** property to **Yes**. - -![](../../../../images/eurd-web-picture-box-enable-content-editing.png) - -Click the Picture Box in a previewed document and an editor invokes. - -![](../../../../images/eurd-web-picture-box-content-editing.png) - -> [!TIP] -> You can draw borders for the Picture Box to make the editor visible in Print Preview, if an image is not specified. - -Refer to the [Edit Content in Print Preview](../../provide-interactivity/edit-content-in-print-preview.md) and [Interactive E-Forms](../../create-reports/interactive-e-forms.md) topics to see how use this Picture Box mode. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/rich-text.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/rich-text.md deleted file mode 100644 index 3f4e29a6c4..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/rich-text.md +++ /dev/null @@ -1,157 +0,0 @@ ---- -title: Rich Text -author: Anna Vekhina ---- -# Rich Text - -## Overview - -The **Rich Text** control displays formatted text (static, dynamic or mixed) in a report. - -![](../../../../images/eurd-web-rich-text.png) - -To add this control to a report, drag the **Rich Text** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's [Design Surface](../../report-designer-tools/design-surface.md). - -![](../../../../images/eurd-web-add-rich-text-to-report.png) - -You can also drop an RTF, DOCX, or HTML file to a band to insert a Rich Text control with associated file content. - -## Load Content from a File - -You can load RTF or HTML content from an external file. Expand the **Data** category and click the **Load file** property's ellipsis button. - -![](../../../../images/eurd-web-rich-text-load-file.png) - -In the invoked **Open** dialog, select the file and click **Open**. - -Rich Text supports the following file formats: - -* RTF -* DOCX -* TXT -* HTML - -## Edit Content in Place - -Double-click a Rich Text control and type text in the invoked in-place editor. A ribbon with text format options appears next to the editor. - -![](../../../../images/eurd-web-rich-text-in-place-editor.png) - -Rich Text supports the following edit operations: - -* **Undo/Redo History** - - The undo/redo history contains the last 100 operations and is available until you exit the in-place edit mode. - -* **Clipboard Operations** - - You can use clipboard operations (Cut, Copy, and Paste) to manipulate text and images. - -* **Hyperlinks** - - You can create and modify hyperlinks. - -* **Drag and Drop** - - Use Drag and Drop to move images and text within the editor. - -> [!NOTE] -> The legacy Rich Text does not provide a ribbon with text format options. Its in-place editor allows you to enter only plain text. Bind the control to a data field that provides RTF or HTML content to display formatted text. -> -> ![](../../../../images/eurd-web-rich-text-in-place-editor-legacy.png) - -## Bind to Data - -Click the **Rtf Expression** or **Html Expression** option's ellipsis button to invoke the [Expression Editor](../../report-designer-tools/expression-editor.md). Use this editor to bind the control to a data field or construct a complex binding expression with two or more data fields. - -![](../../../../images/eurd-web-rich-text-bind-to-data.png) - -You can use HTML formatted text that contains markup tags to define text appearance. Click the **Html Expression** option's ellipsis button and enter this text in **'** quotes **'** in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). - -![](../../../../images/eurd-web-rich-text-html-formatted-text.png) - -Drag and drop a numeric or text field from the [Field List](../../report-designer-tools/ui-panels/field-list.md) onto the **Rich Text** control to bind it to this field. - -![](../../../../images/eurd-web-rich-text-drop-fom-field-list.png) - -The Rich Text also enables you to merge data fields and static content in its text. - -![](../../../../images/eurd-web-mail-merge-preview-result.png) - -See the [Bind Controls to Data](../bind-controls-to-data.md) and [Use Embedded Fields](../use-embedded-fields-mail-merge.md) topics for more information. - -## Markup Text - -### Supported Tags - -The table below lists the supported HTML tags. External links are processed for inline pictures and style sheets (CSS files). The ID and Class attributes are interpreted for all tags, including the unlisted ones. These attributes are used to specify a style for content within a certain tag - -| Tag | Attributes | Notes | ----------|----------|--------- -| a | dir | | -| b | dir | | -| base | | | -| basefont | size
color
face
dir | | -| big | dir | | -| blockquote | dir | | -| br | dir | | -| center | dir | | -| code | dir | | -| del | cite
datetime | | -| div | page-break-before
page-break-after
page-break-inside
background-color
border (CSS)
dir | Only the **always** property value is supported for the **page-break-before** tag. | -| em | dir | | -| font | size
color
face
dir | | -| h1-h6 | align
dir | | -| head | | | -| html | | | -| hr | align
color
noshade
size
width | | -| i | dir | | -| ins | cite
datetime | | -| img | align
src
height
width | If the **align** attribute is not specified, the image is considered as inline. | -| li | type
value
dir | | -| link | href
type
media
dir | | -| meta | | | -| ol | type
value
align
dir | | -| p | align
dir | | -| script | | Text inside this tag is ignored. | -| small | | | -| span | | | -| strike | dir | | -| strong | dir | | -| style | | | -| sub | dir | | -| sup | dir | | -| table | align
bgcolor
border
bordercolor
cellpadding
cellspacing
dir
width | The **dir** attribute reorders table columns. | -| td | align
bgcolor
bordercolor
colspan
height
nowrap
rowspan
text-align
valign
width | The **align** tag is supported in the Internet Explorer only.
The **Rich Text** control's interpretation of the **bordercolor** attribute is different from the HTML browser. | -| th | any allowed | | -| tr | align
bgcolor
bordercolor
height
text-align
valign | The **align** attribute is supported in the Internet Explorer only. | -| title | | Text inside this tag is ignored. | -| u | dir | | -| ul | dir | | - -### Unsupported Tags - -* <base> tag with _href_ attribute; -* <div> tag with _border_, _align_ and _float_ CSS attribute; -* <li> tag with _list-style-image_ CSS attribute; -* <margin> tag; -* <tab> tag; -* <table> tag with _cols_ attribute; -* <td> tab with _bordercolor_ and _nowrap_ attributes; -* _!important_ declaration; -* _word-wrap_ and _break-word_ css properties; -* css3 shapes; -* <ui> tag with _type_ attribute. - -### Export to Excel - -When a report is exported to XLS or XLSX, the following rich-text content is converted from **Rich Text** controls into Excel-native rich-text content: - -| | HTML Tags and RTF Equivalents | -| --- | --- | -| Text format | \, \, \, \, \, \ | -| Line break | \
| -| Non-breaking space | \  | -| Font | \ | -| Font size | \ | -| Foreground color | \ | diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/subreport.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/subreport.md deleted file mode 100644 index 578d6445a7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/subreport.md +++ /dev/null @@ -1,29 +0,0 @@ ---- -title: Subreport -author: Anna Vekhina ---- -# Subreport - -The **Subreport** control is used to embed other reports into the current report. - -To add this control to the report, drag the **Subreport** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-add-subreport-to-report.png) - -The Subreport control allows you to solve the following tasks: - -* **Reuse reports** - - This can be useful if there is a particular report structure (template) that needs to be included in many reports, and the report must have consistent appearance and functionality. A good example is a report header that always contains the same information (the company information, logo, date, etc.). - -* **Create master-detail reports** - - Another reason for using subreports is to create master-detail reports (reports with hierarchically linked data). For more details on this, see [Master-Detail Reports with Subreports)](../../create-reports/master-detail-reports-with-subreports.md). - -* [Merge Reports](../../merge-reports.md) - -You can use an already existing report in the report storage as a report source. Select the Subreport control, open the **Subreport Tasks** category, expand the **Report Source URL** property's drop-down list and select the required report. - -![](../../../../images/eurd-web-subreport-report-source-url.png) - -Double-clicking a subreport opens its associated report in a new Report Designer tab. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md b/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md deleted file mode 100644 index ea067529ac..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md +++ /dev/null @@ -1,28 +0,0 @@ ---- -title: Table of Contents -author: Anna Vekhina ---- -# Table of Contents - -## Overview -Once [bookmarks](../../add-navigation/add-bookmarks-and-a-document-map.md) have been assigned to specific report elements, you can generate a table of contents that displays page numbers containing the elements included into the document map. - -To implement a table of contents, drop the **Table Of Contents** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. If the report does not contain a [Report Header](../../introduction-to-banded-reports.md) at the moment, it is created automatically so that the table of contents can be added to it. - -![](../../../../images/eurd-web-add-table-of-contents-to-report.png) - -The following image illustrates the difference in displaying information by a table of contents within a report and in a published document. - -![](../../../../images/eurd-web-table-of-contents-example.png) - - -## Table of Contents Structure -The table of contents contains the following elements: - -1. A title that displays text and formatting options specified by the **Level Title** property. - -2. One or more document levels that provide individual formatting settings to specific nodes of a document map's tree. To access the collection of levels, use the **Levels** property. - - Unless levels have been added to a table of contents, a single default level is used to provide common settings to the elements of a document map for which no specific level has yet been assigned. - -Refer to the [Add a Table of Contents](../../add-navigation/add-a-table-of-contents.md) topic for a step-by-step tutorial. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md b/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md deleted file mode 100644 index b8fd13d8b7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md +++ /dev/null @@ -1,68 +0,0 @@ ---- -title: Add a Chart (Set Up Series Manually) -author: Anna Vekhina ---- -# Add a Chart (Set Up Series Manually) - -This document demonstrates how to add a chart to a report, provide data for chart series, and set up chart elements. This topic shows two chart series based on the same data source. You can use different data sources for different series. - -![](../../../../images/eurd-web-chart-manual-setup-example.png) - -## Add a Chart to a Report - -1. [Bind a report to data](../../bind-to-data.md). - -1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). - - ![](../../../../images/eurd-web-chart-add-to-report.png) - -1. Click **Run Designer**. - - ![](../../../../images/eurd-web-chart-run-designer.png) - -1. Specify the **Data Source** and **Data Member** properties to bind the chart to data. - - ![](../../../../images/eurd-web-chart-bind-to-data-designer.png) - -> [!NOTE] -> Ensure that the report's **Data Source** property is set to **None** when you place a chart into the **Detail** band. Otherwise, the chart is repeated as many times as there are records in the report's data source. - -## Add Series to the Chart - -1. Locate **Series** in the chart elements tree and click the plus button. Select the series type (for example, **Bar**) from the invoked list. - - ![](../../../../images/eurd-web-chart-designer-add-series.png) - -3. Populate the created series with points. Specify the **Argument Data Member** and **Value** properties. - - ![](../../../../images/eurd-web-chart-designer-bind-series-to-data.png) - -4. Filter series data. Click the **Filter String** property's ellipsis button. Construct filter criteria in the invoked FilterString Editor and click **OK**. - - ![](../../../../images/eurd-web-chart-designer-data-filter.png) - -5. Create another series with the same settings. Select the **Point** view type for this series. - -## Customize the Chart - -Improve the chart's appearance: - -* Remove the chart legend, because the chart series are bound to the same data. Select **Legend** in the chart elements tree and set the **Visibility** property to **False**. - - ![](../../../../images/eurd-web-chart-designer-disable-legend.png) - -* Hide point labels. Select **Series1** and set the **Labels Visibility** property to **False**. - - ![](../../../../images/eurd-web-chart-designer-disable-labels.png) - -* Customize the **Series2** markers' appearance. Select **Series2** and expand the **View**/**Point Marker Options** categories. Set **Size** to **12** and **Kind** to **InvertedTriangle** to replace the default circle with an upside down triangle. - - ![](../../../../images/eurd-web-chart-designer-customize-series.png) - -* Customize the chart's appearance settings. For instance, set chart elements' colors. - -## View the Result - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to preview your report. - -![](../../../../images/eurd-web-chart-manual-setup-result.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md b/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md deleted file mode 100644 index 302385cb3e..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md +++ /dev/null @@ -1,46 +0,0 @@ ---- -title: Add a Chart (Use a Series Template) -author: Anna Vekhina ---- - -# Add a Chart (Use a Series Template) - -This document describes how to create a report with a **Chart** control bound to data and generate all series automatically based on a common template. - -![](../../../../images/eurd-web-chart-auto-created-series-result.png) - -## Add a Chart to a Report - -1. Drop the **Chart** control from the [Toolbox](../../report-designer-tools/toolbox.md) onto the [Detail band](../../introduction-to-banded-reports.md). - - ![](../../../../images/eurd-web-chart-add-to-report.png) - -2. Click **Run Designer...** to invoke the Chart Designer. - - ![](../../../../images/eurd-web-chart-run-designer.png) - -3. Specify the **Data Source** and **Data Member** properties to bind the chart to data. The chart's **Series Data Member** property specifies a data field that should provide data for series names. A new series should be created for each record in this data field. - - ![](../../../../images/eurd-web-chart-bind-to-data.png) - -> [!NOTE] -> The report's **Data Source** property should be set to **None** because the Chart is in the Detail band. When a report has its **Data Source** property specified, the Chart is repeated in preview as many times as there are records in the report data source. - -## Adjust the Series Template - -1. Use the **Argument Data Member** and **Value Data Members** properties to define where to get data for point arguments and values. - - ![](../../../../images/eurd-web-chart-bind-to-data-series-template.png) - -Make sure that the **Argument Scale Type** and **Value** properties are set to appropriate values. - -## Customize the Chart -Perform the following customization to improve the chart's appearance: - -* Set the **Labels Visibility** property to **False** to avoid overlapping series labels. -* Specify the color settings used to draw the chart's series. For instance, select **Nature Colors** in the **Palette**'s drop-down list. - -## View the Result -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the resulting report. - -![](../../../../images/eurd-web-chart-auto-created-series-result.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-in-reports.md b/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-in-reports.md deleted file mode 100644 index 4b2cdc5987..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-in-reports.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Use Charts in Reports -author: Anna Vekhina ---- -# Use Charts in Reports - -## Overview - -You can use the **Chart** control to add a chart to a report. This control provides 2D or 3D views to visualize data series (for instance, Bar, Point, Line, Pie and Doughnut, Area, etc.). - -| 2D Series View | 3D Series View | -|---|---| -| ![](../../../../images/eurd-web-chart-2d-series-example.png) | ![](../../../../images/eurd-web-chart-3d-series-example.png) | - -The **Chart** control can display multiple series. - -| Bar and Point Series | Nested Doughnut Series | -|---|---| -| ![](../../../../images/eurd-web-chart-bar-and-point-series.png) | ![](../../../../images/eurd-web-chart-nested-doghnut-series.png)| - -The **Chart Designer** allows you to create and set up the **Chart** control and customize its visual elements (diagrams, series, legends, primary and secondary axes, titles and labels, etc.). - -![](../../../../images/eurd-web-chart-designer-bind-series-to-data.png) - -## Bind to Data - -To provide data to a chart, use the **Data Source** property. - -When the chart data source is not assigned, the chart obtains data from the report's data source - -A chart can display report data in the following ways: - -* Place a chart on the report header/footer band to display a summary for the detail report data. - - ![](../../../../images/eurd-web-chart-in-report-header.png) - -* Place a chart on a group header/footer to visualize data in each report group. Refer to the [Use Charts to Visualize Grouped Data](use-charts-to-visualize-grouped-data.md) step-by-step tutorial for more information. - - ![](../../../../images/eurd-web-chart-in-group-footer.png) - -* The chart in the Detail band is printed as many times as there are records in the report's data source. - -Specify the following settings to provide data to a chart's series. - -* The **Argument Data Member** property specifies the data field that provides point arguments. -* The **Value Data Members** property specifies the data fields that supply point values. - -You can specify these settings in the following ways: - -* **Bind each series individually** - - Add a new series to the chart and specify the argument and value data members. Refer to the [Add a Chart (Set Up Series Manually)](add-a-chart-set-up-series-manually.md) step-by-step tutorial for details. - -* **Create series dynamically** - - Assign the data field that contains series names to the chart's **Series Data Member** property and specify the argument and value data members using the series template. Refer to the [Add a Chart (Use a Series Template)](add-a-chart-use-a-series-template.md) step-by-step tutorial for more information. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md b/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md deleted file mode 100644 index 181c7a3383..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md +++ /dev/null @@ -1,59 +0,0 @@ ---- -title: Use Charts to Visualize Grouped Data -author: Anna Vekhina ---- -# Use Charts to Visualize Grouped Data - -This topic describes how to use charts to visualize grouped data in a report. - -![](../../../../images/eurd-web-chart-in-group-footer.png) - -In this tutorial, the report data is grouped against a data field (the report's group field). A chart is placed in the Group Footer band and is not bound to data. The report's data source is used to populate the chart with data. - -![](../../../../images/eurd-web-chart-group-footer-report-layout.png) - -Follow the steps below to make each chart instance display data for its group. - -1. Create a chart parameter to pass a group value from the report's group field to the chart. - - Select the chart and expand the **Data** group in the **Properties** panel. Click the plus button next to the **Parameters** property. - - ![](../../../../images/eurd-web-chart-add-parameter.png) - - Set the parameter's **Binding** property to the report's group field. - - ![](../../../../images/eurd-web-chart-bind-parameter.png) - -1. Click **Run Designer** to invoke the Chart Designer. - - ![](../../../../images/eurd-web-chart-run-designer.png) - -1. Bind the chart to data. Specify the **Data Source** and **Data Member** fields. - - ![](../../../../images/eurd-web-chart-bind-to-data-designer.png) - -1. Add a new series. Click the plus button next to the Series item in the Chart Designer. - - ![](../../../../images/eurd-web-chart-designer-add-series.png) - -1. Provide data for the argument and value axes. Set the **Argument Data Member** and **Value** properties. - - ![](../../../../images/eurd-web-chart-designer-groups-bind-series-to-data.png) - -1. Filter the chart. Click the **Filter String** property's ellipsis button. - - ![](../../../../images/eurd-web-chart-for-groups-designer-filterstring.png) - - Add a filter condition. On the left side, specify the field by which chart data should be filtered. - - ![](../../../../images/eurd-web-chart-for-groups-create-filterstring.png) - - On the right side, use the chart parameter to obtain a group value from the report's group field. Click the right side's down arrow and select **Parameter**. Then select the chart parameter from the context menu. - - ![](../../../../images/eurd-web-chart-for-groups-specify-parameter.png) - -Click **OK** in the Filter Editor and in the Chart Designer to apply changes. - -Switch to [Print Preview](../../preview-print-and-export-reports.md) to see the result. - -![](../../../../images/eurd-web-chart-in-group-footer.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-embedded-fields-mail-merge.md b/reporting-for-web/articles/report-designer/use-report-elements/use-embedded-fields-mail-merge.md deleted file mode 100644 index 5f1b6687b4..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-embedded-fields-mail-merge.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Use Embedded Fields (Mail Merge) -author: Anna Vekhina ---- -# Use Embedded Fields (Mail Merge) - -This topic describes how to provide data to report controls using the advanced **Mail Merge** binding method. This feature allows you to create templates in which data source values populate specific fields while other text remains constant (that is, allows you to combine static and dynamic content within the same control). - -## Embed Fields in a Control Text -You can apply mail merge to the control's **Text** property only. Double-click the required control on the design surface to invoke the in-place editor. Insert data field names with square brackets to create embedded fields and use any prefixes or postfixes. - -![](../../../images/eurd-web-mail-merge-insert-data-fields.png) - -You can embed a [parameter](../use-report-parameters.md)'s value into a control's content using the **?ParameterName** syntax. - -![](../../../images/eurd-web-mail-merge-insert-parameters.png) - -Embedded fields are replaced with values obtained from an assigned data source when previewing or exporting a report: - -![](../../../images/eurd-web-mail-merge-preview-result.png) - -Consider the following specifics and limitations when using embedded fields: - -* Field names should not use spaces to be interpreted correctly. -* Mail Merge is not available for a table's nested fields in a master-detail hierarchy. -* Embedded fields cannot be exported to [XLS](../../document-viewer/exporting/xls-specific-export-options.md) and [XLSX](../../document-viewer/exporting/xlsx-specific-export-options.md) as values; they are always exported as plain text. We recommend using [text formats](../shape-report-data/format-data.md) instead if you need to accompany dynamic data with static text. - -## Format Embedded Fields - -You can add a format to the target data field by separating it from the field name with the **!** symbol and apply this format to field values when previewing a document. - -![](../../../images/eurd-web-mail-merge-format-string-result.png) - -## Supported Controls -You can apply the mail merge feature to the **Text** of the following report controls: - -* [Barcode](../use-report-elements/use-bar-codes.md) -* [Character Comb](../use-report-elements/use-basic-report-controls/character-comb.md) -* [Check Box](../use-report-elements/use-basic-report-controls/check-box.md) -* [Label](../use-report-elements/use-basic-report-controls/label.md) -* [Rich Text](../use-report-elements/use-basic-report-controls/rich-text.md) -* [Table Cell](../use-report-elements/use-tables.md) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md b/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md deleted file mode 100644 index 64fe065fa3..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md +++ /dev/null @@ -1,56 +0,0 @@ ---- -title: Add Gauges to a Report -author: Anna Vekhina ---- -# Add Gauges to a Report - -## Gauge Overview - -The **Gauge** control provides you with the capability to embed graphical gauges into your report. - -To add this control to the report, drag the **Gauge** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. - -![](../../../../images/eurd-web-add-gauge-control-to-report.png) - -Specify properties in the **Gauge Tasks** category to set up a gauge's appearance. - -![](../../../../images/eurd-web-gauge-tasks-category.png) - -* **View** - - Specifies the type of the displayed gauge. The following view types are available: - - * **Linear** - - ![](../../../../images/eurd-web-gauge-control-linear-type.png) - - Supported view styles: **Horizontal** and **Vertical**. - - * **Circular** - - ![](../../../../images/eurd-web-gauge-control-circular-type.png) - - Supported view styles: **Full**, **Half**, **Quarter Left**, **Quarter Right** and **Three Fourth**. - -* **Theme** - - Specifies the gauge's color theme. The **Flat Light** and **Flat Dark** view themes are supported. - - ![](../../../../images/eurd-web-gauge-control-view-theme.png) - -The following properties allow you to customize the gauge scale and specify its displayed values. - -* **Actual Value** - specifies the value displayed by a gauge. -* **Target Value** - specifies the position of the target value marker. -* **Maximum** - specifies the gauge's maximum value. -* **Minimum** - specifies the gauge's minimum value. - -![](../../../../images/eurd-web-gauge-control-smart-tag-properties.png) - - -## Bind a Gauge to Data -To [bind](../bind-controls-to-data.md) the gauge's displayed value to data, open the [Expressions](../../report-designer-tools/ui-panels/expressions-panel.md) panel and click the **Actual Value** property's ellipsis button. Select the required data field or construct a complex binding expression involving two or more data fields in the invoked [Expression Editor](../../report-designer-tools/expression-editor.md). - -![](../../../../images/eurd-web-gauge-control-bind-to-data.png) - -In the same way, you can bind the **Target Value**, **Minimum** and **Maximum** properties to data. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md b/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md deleted file mode 100644 index e62324ce65..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md +++ /dev/null @@ -1,42 +0,0 @@ ---- -title: Add Sparklines to a Report -author: Anna Vekhina ---- -# Add Sparklines to a Report - -## Sparkline Overview -The **Sparkline** control displays a compact chart that is commonly used to illustrate the data flow for every row in a report. - -To add this control to the report, drag the **Sparkline** item from the [Toolbox](../../report-designer-tools/toolbox.md) and drop it onto the report. - -![](../../../../images/eurd-web-add-sparkline-control-to-report.png) - -## Bind the Sparkline to Data -You can connect the sparkline to individual data without accessing a report's data source. Click the **Data Source** property's drop-down list and select the required data source. - -![](../../../../images/eurd-web-sparkline-select-data-source.png) - -The sparkline uses the report's data source if you do not specify the **DataSource** property. - -After that, specify the **Data Member** property and set the **Value Member** property to a data field that provides point values for the sparkline. - -To create a new data source for a sparkline, click **Add Data Source...** in the [Menu](../../report-designer-tools/menu.md). This invokes the [Data Source Wizard](../../report-designer-tools/data-source-wizard.md) that allows you to set up a required data source. - -## Adjust the Sparkline View - -The sparkline supports the **Line**, **Area**, **Bar** and **WinLoss** view types. - -The **View** property provides access to options that change the sparkline's appearance. - -![](../../../../images/eurd-web-sparkline-view-property.png) - -Each view type has properties that define the extreme values' visibility: - -* **Highlight Start Point** and **Highlight End Point**; -* **Highlight Min Point** and **Highlight Max Point**. - -Specific properties differ between view types, such as the **Highlight Negative Points** setting that is available only for the **Bar** sparkline. - -The following image illustrates a [table report](../../create-reports/table-reports.md) containing sparklines that provide maximum and minimum value indicators in their data range: - -![](../../../../images/eurd-web-report-with-sparklines.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md b/reporting-for-web/articles/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md deleted file mode 100644 index 0437822cb1..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Bind Table Cells to Data -author: Anna Vekhina ---- -# Bind Table Cells to Data - -Use the [Field List](../../report-designer-tools/ui-panels/field-list.md) to create a table control with cells [bound](../bind-controls-to-data.md) to data fields obtained from a report's data source. - -Hold CTRL or SHIFT and click multiple data fields to select them. Drop the selected data fields onto the Detail band. - -![](../../../../images/eurd-web-table-control-drop-fields-from-field-list.png) - -You can bind individual table cells to data in the same ways as [Label](../use-basic-report-controls/label.md) controls. Drop a data field onto an existing cell to bind this cell to the corresponding field. - -![](../../../../images/eurd-web-bind-existing-table-cell-to-data.png) - -Use the [Expression Editor](../../report-designer-tools/expression-editor.md) to construct a complex binding expression with two or more data fields. Click the **Text** property's marker and select **Text Expression** from the popup menu to invoke the Expression Editor. - -![](../../../../images/eurd-web-table-cell-expression.png) - -See the [Bind Report Controls to Data](../bind-controls-to-data.md) topic for information on how to create data-aware controls. - -The **Process Duplicates Mode** and **Process Duplicates Target** options enable you to merge cells with identical values. - -![](../../../../images/eurd-web-table-cell-process-duplicates-mode.png) diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/hide-table-cells.md b/reporting-for-web/articles/report-designer/use-report-elements/use-tables/hide-table-cells.md deleted file mode 100644 index 0201149872..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/hide-table-cells.md +++ /dev/null @@ -1,57 +0,0 @@ ---- -title: Hide Table Cells -author: Anna Vekhina ---- -# Hide Table Cells - -You can hide a specific table cell conditionally, for instance, based on a [report parameter](../../use-report-parameters.md) value. - -Select the **Parameters** node in the [Field List](../../report-designer-tools/ui-panels/field-list.md) and click the **Add parameter** button. - -![](../../../../images/eurd-web-create-parameter-to-hide-table-cells.png) - -Click the **Edit** button to expand the property list and specify the parameter's name and description for Print Preview, and set the type to **Boolean**. - -![](../../../../images/eurd-web-parameter-settings-to-hide-table-cells.png) - -Open the [Expressions](../../../report-designer/report-designer-tools/ui-panels/expressions-panel.md) panel and specify an [expression](../../shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md) for the cell's **Visible** property to define a logical condition for displaying or hiding this cell. - -The image below demonstrates how to provide the visibility expression for the cell bound to the **CategoryID** field. For a report to display correctly, you should specify the same expression for the cell that displays the field caption in the Page Header. - -![](../../../../images/eurd-web-hide-table-cell-using-expression.png) - -The **Process Hidden Cell Mode** property allows you to define how to distribute the remaining space between the table's visible cells. - - -![](../../../../images/eurd-web-table-process-hidden-cell-mode.png) - -The image below illustrates how the original table looks like: - -![](../../../../images/eurd-web-table-hidden-cell-mode-initial-layout.png) - -The following modes are available to process hidden cells: - -* **StretchPreviousCell** - A cell to the left of the hidden cell is stretched to occupy the available space. If the hidden cell is the first in the row, the next cell is stretched. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-stretch-previous-cell.png) - -* **StretchNextCell** - A cell to the right of the hidden cell is stretched to occupy the available space. If the hidden cell is the last in the row, the previous cell is stretched. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-stretch-next-cell.png) - -* **ResizeCellsEqually** - All visible cells are resized to divide the space that a hidden cell reserved equally. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-resize-cells-equally.png) - -* **ResizeCellsProportionally** - All visible cells are resized to proportionally divide the space that a hidden cell reserved based on their weights in the whole table width. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-resize-cells-proportionally.png) - -* **DecreaseTableWidth** - The table width is decreased, and visible cells are shifted to a hidden cell's location without changing their size. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-descrease-table-width.png) - -* **LeaveEmptySpace** (the default mode) - A space remains at a hidden cell's location, and other cells are not affected. - - ![](../../../../images/eurd-web-table-hidden-cell-mode-leave-empty-space.png) - diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manage-table-structure.md b/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manage-table-structure.md deleted file mode 100644 index 476bff7fc9..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manage-table-structure.md +++ /dev/null @@ -1,66 +0,0 @@ ---- -title: Manage Table Structure -author: Anna Vekhina ---- -# Manage Table Structure - -## Insert Table Elements - -Use **Insert** commands from the table's context menu to add new rows and columns. The added cells inherit the source cells' size and appearance settings. - -![](../../../../images/eurd-web-table-insert-commands.png) - -* **Insert Row Above** - - Inserts a row above the current cell and shifts the existing rows up if there is enough space above the table (otherwise, shifts the existing rows down). - - ![](../../../../images/eurd-web-table-insert-row-above.png) - -* **Insert Row Below** - - Inserts a row below the current cell and shifts the existing rows down. This command increases the band height to accommodate all the rows if there is not enough space under the table. - - ![](../../../../images/eurd-web-table-insert-row-below.png) - -* **Insert Column to Left** - - Inserts a new column to the left of the current cell and shifts the leftmost columns to the left (otherwise, shifts these columns to the right). - - ![](../../../../images/eurd-web-table-insert-column-to-left.png) - -* **Insert Columns to Right** - - Inserts a new column to the right of the current cell and shifts the rightmost columns to the right. This command decreases all columns' width proportionally to accommodate all the columns if there is not enough space to the right of the table. - - ![](../../../../images/eurd-web-table-insert-column-to-right.png) - -* **Insert Cell** - - Divides the current cell width in half and inserts a new cell to the left. The added cell copies the source cell's appearance settings. - - ![](../../../../images/eurd-web-table-insert-cell.png) - -## Delete Table Elements - -Use **Delete** commands from the table's context menu to remove table elements. - -![](../../../../images/eurd-web-table-delete-commands.png) - -* **Delete Cell** - - Deletes a table cell and stretches the next cell to occupy the remaining space. If this cell is the last in the row, the previous cell is stretched. - - ![](../../../../images/eurd-web-table-delete-cell.png) - -* **Delete Row** - - Deletes a row and shifts the existing rows up. - - ![](../../../../images/eurd-web-table-delete-row.png) - -* **Delete Column** - - Deletes a column and stretches the next column to the left. If this column is the last in the table, the previous column is stretched. - - ![](../../../../images/eurd-web-table-delete-column.png) - diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manipulate-table-elements.md b/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manipulate-table-elements.md deleted file mode 100644 index 8ae2daf68d..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/manipulate-table-elements.md +++ /dev/null @@ -1,69 +0,0 @@ ---- -title: Manipulate Table Elements -author: Anna Vekhina ---- -# Manipulate Table Elements - -## Select Table Elements - -You can click a table cell to select it and [access its settings](../manipulate-report-elements/select-report-elements-and-access-their-settings.md). To select multiple cells, hold the CTRL key and click cells. - -![](../../../../images/eurd-web-table-control-multiple-selected-cells.png) - -Use the arrow that appears when a mouse cursor hovers over the table edges to select an entire row or column. - -![](../../../../images/eurd-web-table-control-select-rows-and-columns.png) - -Draw a rectangle around the table to select the whole control. - -The [Properties](../../../report-designer/report-designer-tools/ui-panels/properties-panel.md) panel enables you to select the table element or the entire table and access their properties. - -## Resize Table Elements - -You can resize a table or its cell by dragging the rectangle drawn on its edge or corner. - -Resizing a column changes the next column's width without affecting the other columns (keeps the table dimensions intact). - -![](../../../../images/eurd-web-table-control-column-resizing.png) - -Resizing a row changes the next row's width without affecting the other rows (keeps the table dimensions intact). - -![](../../../../images/eurd-web-table-control-row-resizing.png) - -You can set the same size for multiple table columns or rows. Select the required rows or the whole table, right-click the selected area and choose **Distribute Rows Evenly**. - -![](../../../../images/eurd-web-table-control-distribute-rows-evenly.png) - -If the cell's content is partially visible in the resulting row, this row automatically increases its height to fit its content and also adjusts the other rows accordingly. - -You can resize columns equally in a similar way by selecting the columns or the table itself and choosing **Distribute Columns Evenly** in the context menu. - -![](../../../../images/eurd-web-table-control-distribute-columns-evenly.png) - -## Reorder Table Rows and Cells - -You can change the order of table rows and cells. Switch to the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md), select a row or cell and drag it to a new position. - -![](../../../../images/eurd-web-reorder-table-rows.gif) - -The Report Explorer highlights the possible drop targets when you drag an element over them. - -> [!NOTE] -> You can move table rows and cells only within the same parent control. - -## Stretch Table Cells - -You can stretch a cell to occupy several rows and columns. - -- Stretch a cell across several columns - Press DELETE or select the **Delete Cell** command in the **Action** category to remove a neighboring cell. - - ![](../../../../images/eurd-web-table-control-cell-column-span.png) - -- Stretch a cell across several rows - Use a table cell's **Row Span** property to specify the number of rows the table cell spans. - - ![](../../../../images/eurd-web-table-control-cell-rows-span.png) - - > [!NOTE] - > For the **RowSpan** property to work properly, the spanned cells should have the same width. diff --git a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/table-overview.md b/reporting-for-web/articles/report-designer/use-report-elements/use-tables/table-overview.md deleted file mode 100644 index 3123b2d82a..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/use-tables/table-overview.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Table Overview -author: Anna Vekhina ---- -# Table Overview - -The **Table** control displays information in a tabular format and allows you to create [table reports](../../create-reports/table-reports.md). - -You can add a table control by dragging the **Table** item from the [Toolbox](../../report-designer-tools/toolbox.md) onto the report's area. - -![](../../../../images/eurd-web-drop-table-from-toolbox.png) - -The table control contains one or more rows. Each row contains one or more cells. See the [Report Explorer](../../report-designer-tools/ui-panels/report-explorer.md) for a table structure example. - -![](../../../../images/eurd-web-table-structure-in-report-explorer.png) - -You can double-click the cell to invoke its in-place editor and type the desired static text. - -![](../../../../images/eurd-web-table-cell-static-text.png) - -You can adjust the font size of a cell's static text to fit into the cell's boundaries. Use the **Fit Text to Bounds** command from the cell's context menu. - -![](../../../../images/eurd-web-table-cell-fit-text-to-bounds.png) - -Refer to [Bind Table Cells to Data](bind-table-cells-to-data.md) to learn about providing dynamic content to table cells. - -A table cell is like an [Label](../use-basic-report-controls/label.md) control - it provides the same options for text formatting, alignment, appearance, interactivity, etc. - -You can also make a table cell act as a container for other report controls by dropping the required control from the toolbox on this cell. - -![](../../../../images/eurd-web-drop-check-box-onto-table-cell.png) - -If a table cell includes only one control, you can right-click this control and use the **Fit Bounds to Container** command in the context menu. This command resizes the control so that it occupies all the available cell space (excluding borders). - -![](../../../../images/eurd-web-fit-bounds-to-container.png) - -You can assign different [visual styles](../../customize-appearance/report-visual-styles.md) for even and odd table rows to improve readability. \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-elements/validate-report-data-bindings.md b/reporting-for-web/articles/report-designer/use-report-elements/validate-report-data-bindings.md deleted file mode 100644 index d7b05476c7..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-elements/validate-report-data-bindings.md +++ /dev/null @@ -1,11 +0,0 @@ ---- -title: Validate Report Data Bindings -author: Anna Vekhina ---- -# Validate Report Data Bindings - -After you assign a new data source to a loaded report, the report tries to automatically resolve all data bindings. You can check which the field names of your data source do not coincide with the report controls' bindings. - -To do this, click the [Main Toolbar](../report-designer-tools/toolbar.md)'s **Validate Bindings** command. Report controls with invalid bindings are marked with the ![](../../../images/eurd-web-invalid-report-control-bindings-icon.png) icon in the [Design surface](../report-designer-tools/design-surface.md). - -![](../../../images/eurd-web-validation-bindings.png) diff --git a/reporting-for-web/articles/report-designer/use-report-parameters.md b/reporting-for-web/articles/report-designer/use-report-parameters.md deleted file mode 100644 index 24b4f76324..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters.md +++ /dev/null @@ -1,58 +0,0 @@ ---- -title: Use Report Parameters -author: Sergey Andreev ---- - -# Use Report Parameters - -Report parameters allow you to filter report data dynamically. - -![Report parameters example](../../images/eurd-web-report-parameters-example.gif) - -## Supported Features/Capabilities - -* Built-in parameter types (String, Date, Number, Boolean, and GUID) - - ![Built-in parameter types](../../images/eurd-web-built-in-parameter-types.png) - -* [Multi-value parameters](use-report-parameters/multi-value-report-parameters.md) (filter report data against multiple criteria) - - ![Multi-value report parameters](../../images/eurd-web-parameter-editor-multiple-values.png) - -* [Cascading parameters](use-report-parameters/cascading-report-parameters.md) (filter a parameter’s value list against selections made in a different parameter) - - ![Cascading report parameters](../../images/eurd-web-cascading-parameter-result.png) - -* [Date-range parameters](use-report-parameters/date-range-report-parameters.md) (filter report data against a specified time period) - - ![Date-range report parameters](../../images/eurd-web-date-range-report-parameters.png) - -* [Static parameter values](use-report-parameters/report-parameters-with-predefined-static-values.md) (create pre-defined (static) parameter value lists) - - ![Static parameter values](../../images/eurd-web-static-parameter-values.png) - -* [Dynamic parameter values](use-report-parameters/report-parameters-with-predefined-dynamic-values.md) (load parameter values from a data source dynamically) - - ![Dynamic parameter values](../../images/eurd-web-dynamic-parameter-values.png) - -Refer to the following documentation section for more details: [Create a Report Parameter](use-report-parameters/create-a-report-parameter.md). - -## Reference Report Parameters - -Once you [create](use-report-parameters/create-a-report-parameter.md) a parameter, you can reference it in your report’s [filter string](shape-report-data/filter-data/filter-data-at-the-report-level.md) to filter underlying report data. - -![Reference parameter in report filter string](../../images/eurd-web-reference-parameter-in-report-filter-string.png) - -You can also reference the parameter in a report control’s [expression](use-expressions.md) or its **Text** property. - -![Reference report parameter in a control's expression](../../images/eurd-web-report-parameters-reference-in-expression.png) - -When used in this manner, you can filter data displayed within an individual report control (such as [Label](use-report-elements/use-basic-report-controls/label.md)) conditionally. - -You can also bind data source parameters to report parameters and filter data at the data source level. Refer to the following help topic for more information: [Reference Report Parameters](use-report-parameters/reference-report-parameters.md). - -## Specify Parameter Values - -Available report parameters appear within a report’s **Print Preview** window (inside the [Parameters panel](use-report-parameters/parameters-panel.md)). Use this panel to specify desired parameter values: - -![Specify parameter values in the Parameters Panel](../../images/eurd-web-parameters-panel.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/cascading-report-parameters.md b/reporting-for-web/articles/report-designer/use-report-parameters/cascading-report-parameters.md deleted file mode 100644 index 45a2dd1211..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/cascading-report-parameters.md +++ /dev/null @@ -1,36 +0,0 @@ ---- -title: 'Cascading Report Parameters' -author: Sergey Andreev ---- - -# Cascading Report Parameters - -You can create cascading parameters to filter a list of predefined parameter values based on values in another parameter. - -![Cascading parameters example](../../../images/eurd-web-cascading-parameter-result.png) - -> [!TIP] -> Refer to the following topics for information on how to create a list of predefined parameter values: -> * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) -> * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) - -Follow the steps below to create cascading parameters in the [Report Designer](../first-look-at-the-report-designer.md): - -1. [Create a report parameter](create-a-report-parameter.md) you want to use to filter values of another parameter. - - ![Create category parameter](../../../images/create-category-cascading-parameter.png) - -2. Create a report parameter whose values you want to filter. Click the **Filter String** property's ellipsis button in the **Add New Parameter** dialog and specify a filter string that references the parameter you created in the first step. - - ![Create products parameter](../../../images/eurd-web-cascading-parameter-filterstring.png) - - > [!NOTE] - > In a filter string for a parameter's look-up values, you can reference only those parameters that you created before the parameter whose look-up values you want to filter. You can use the **Report Parameters Editor** to change the order in which you created the parameters. To invoke the editor, right-click the **Parameters** node in the [Field List](../report-designer-tools/ui-panels/field-list.md) and select **Edit Parameters**. - -3. In the report's smart tag, click the **Filter String** property's ellipsis button. In the invoked **FilterString Editor**, specify an expression that uses both parameters to filter report data: - - ![Create a filter condition for a report](../../../images/eurd-web-cascading-parameter-report-filterstring.png) - -The following image illustrates cascading parameters where the **Product** parameter values are filtered by the selected **Category**. - -![Cascading parameters example](../../../images/eurd-web-cascading-parameter-result.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/create-a-report-parameter.md b/reporting-for-web/articles/report-designer/use-report-parameters/create-a-report-parameter.md deleted file mode 100644 index 66acd44308..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/create-a-report-parameter.md +++ /dev/null @@ -1,119 +0,0 @@ ---- -title: Create a Report Parameter -author: Sergey Andreev ---- - -# Create a Report Parameter - -This topic demonstrates how to create a report parameter in the [Report Designer](../first-look-at-the-report-designer.md). The topic also describes the [options](#parameter-options) you can specify for a report parameter. - -## Create a Report Parameter in the Report Designer - -In the **Report Designer**, you can create a parameter from the [Field List](../report-designer-tools/ui-panels/field-list.md) and [Properties panel](../report-designer-tools/ui-panels/properties-panel.md). The created parameter appears in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. - -![A parameter in the Field List](../../../images/field-list-parameters-section.png) - -### Create From the Field List - -Click the plus button in the [Field List](../report-designer-tools/ui-panels/field-list.md)'s **Parameters** node. - -![Create a parameter from the Field List](../../../images/field-list-add-parameter.png) - -Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. - -![Add New Parameter dialog](../../../images/add-new-parameter-dialog.png) - -### Create From the Properties Panel - -Select a report, navigate to the [Properties panel](../report-designer-tools/ui-panels/properties-panel.md) *Data* section, and click the plus button right to the *Parameters* node. - -![Create a parameter from the Properties panel](../../../images/property-grid-add-parameter.png) - -Specify [parameter options](#parameter-options) in the invoked **Add New Parameter** dialog and click *OK*. - -![Add New Parameter dialog](../../../images/add-new-parameter-dialog.png) - -## Parameter Options - -### Name - -The name by which you can [reference a parameter in a report](reference-report-parameters.md). Note that report parameters should have unique names. - -### Description - -A parameter description that appears on a report's **Print Preview** in the [Parameters panel](parameters-panel.md). - -![Parameter description](../../../images/parameter-description.png) - -### Visible - -Specifies whether a parameter is visible in the [Parameters panel](parameters-panel.md). - -You can assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that shows/hides a parameter based on a value of another parameter. - -![Specify an expression for the Visible option](../../../images/specify-expression-for-visible-option.png) - -### Enabled - -Specifies whether a parameter editor is enabled or disabled in the [Parameters panel](parameters-panel.md). You can set this option to **No** to make a parameter's [default value](#default-value) read-only. - -![Disabled parameter editor](../../../images/disabled-parameter-editor.png) - -You can also assign an [expression](../use-expressions.md) to this option. The example below specifies an expression that enables/disables a parameter's editor based on a value of another parameter. - -![Specify an expression for the Enabled option](../../../images/specify-expression-for-enabled-option.png) - -### Type - -The type of parameter values. The following types are available: - -* String; -* Date and Time; -* Date; -* Time; -* Number (16-bit integer); -* Number (32-bit integer); -* Number (64-bit integer); -* Number (floating point); -* Number (double-precision floating point); -* Number (decimal); -* Boolean; -* GUID (Globally Unique Identifier). - -### Default Value - -A parameter's default value. This value is displayed in the [Parameters panel](parameters-panel.md) when you open a report's **Print Preview**. - -You can specify an [expression](../use-expressions.md) for this option. For example, set this option to **Now()** to use the current date as a date parameter's default value. - -![Specify an expression for a parameter's Default Value option](../../../images/specify-expression-for-parameter-default-value.png) - -> [!NOTE] -> You can use only [constants](../use-expressions/expression-language.md#constants), [operators](../use-expressions/expression-language.md#operators), and date-time / logical / math / string [functions](../use-expressions/expression-language.md#functions) in an expression for a parameter's default value. - -### Allow Null Value - -When the **Allow Null Value** option is enabled, you can leave the parameter's value unspecified. - -![Allow Null Value option](../../../images/parameter-editor-null-value.png) - -### Allow Multiple Values - -When the **Allow Multiple Values** option is enabled, you can specify multiple values for a report parameter. - -![Allow Multiple Values option](../../../images/eurd-web-parameter-editor-multiple-values.png) - -### Select All Values - -Enable the **Select All Values** option to use all elements from a [custom set of values](#value-source) as a parameter's [default value](#default-value). - -> [!NOTE] -> You can specify the **Select All Values** option only when the **Allow Multiple Values** option is enabled. - -### Value Source - -Use the **Value Source** option to specify a custom set of values a parameter can accept. You can create a static list of values, load values from a data source, or specify a date range. Refer to the following topics for more details: - -* [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) -* [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) -* [Date Range Report Parameters](date-range-report-parameters.md) diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/date-range-report-parameters.md b/reporting-for-web/articles/report-designer/use-report-parameters/date-range-report-parameters.md deleted file mode 100644 index 8516682582..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/date-range-report-parameters.md +++ /dev/null @@ -1,37 +0,0 @@ ---- -title: Date Range Report Parameters -author: Sergey Andreev ---- - -# Date Range Report Parameters - -This topic describes how to create a date range parameter and filter a report's data by the specified dates. - -![A date range parameter's editor in Preview](../../../images/eurd-web-date-ranges-parameters-panel.png) - -> [!Note] -> Web Report controls do not support `Date` and `Time` range parameters. You can only create a range parameter of `Date and Time` type. - -## Create a Date Range Parameter in the Report Designer - -Follow the steps below to add a date range parameter to a report in the [Report Designer](../first-look-at-the-report-designer.md): - -1. [Create a report parameter](create-a-report-parameter.md) with the **Date & Time** type and set its **Value Source** option to **Range Parameters**. The **Start Parameter** and **End Parameter** sections appear, and you can configure options in these sections to create a date range. - - ![add-parameter-dialog](../../../images/use-date-ranges-design-add-param-dialog.png) - -2. Set the name and initial value for the **Start Parameter** and **End Parameter**. To specify an [expression](../use-expressions.md) instead of a static value, click the **Value** option's ellipsis button and use the **Expression Editor** dialog. - - ![value-expression](../../../images/use-date-ranges-design-value-expression.png) - -After you create a date range parameter, you can reference the names of the **Start Parameter** and **End Parameter** in the report's filter string to [filter the report's data](../shape-report-data/filter-data/filter-data-at-the-report-level.md) by the created date range. Select the report, click the **FilterString**'s ellipsis button in the **Properties window**, and construct a filter condition in the invoked **FilterString Editor**. - -![filterstring](../../../images/eurd-web-date-ranges-filterstring.png) - -When you switch to the report's **Print Preview** tab, the [Parameters panel](parameters-panel.md) displays the date range parameter. After you submit a start and end date, the report document shows filtered data. - -![A date range parameter's editor in Preview](../../../images/eurd-web-date-ranges-parameters-panel.png) - -The start and end parameter values store the selected day's midnight time. For instance, if you choose _10/15/2019_, the *DateTime* value is _10/15/2019 12:00:00 AM_. If your date fields include non-midnight times, records for the end date _10/15/2019_ are excluded from the report. To include data for the 10/15/2019 date, use the **GetDate()** function in the **FilterString Editor**. - -![Filter String - GetDate](../../../images/eurd-web-date-ranges-filterstring-getdate.png) \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/multi-value-report-parameters.md b/reporting-for-web/articles/report-designer/use-report-parameters/multi-value-report-parameters.md deleted file mode 100644 index 2e4b47969c..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/multi-value-report-parameters.md +++ /dev/null @@ -1,87 +0,0 @@ ---- -title: Multi-Value Report Parameters -author: Sergey Andreev ---- - -# Multi-Value Report Parameters - -This document describes how to create a multi-value parameter and use this parameter to [filter report data](../shape-report-data/filter-data.md). - -![multi-value-parameters-preview](../../../images/eurd-web-multi-value-parameters-preview.png) - -> [!TIP] -> Refer to this help article for information on how to use multi-value parameters in an SQL query: [Specify Query Parameters](../bind-to-data/specify-query-parameters.md#pass-a-multi-value-parameter-value-to-a-query). - -## Create a Multi-Value Parameter in the Report Designer - -Follow the steps below to create a multi-value parameter in the [Report Designer](../first-look-at-the-report-designer.md): - -1. [Create a report parameter](create-a-report-parameter.md) and enable the **Allow multiple values** option. - - ![Enable the Allow multiple values option](../../../images/enable-allow-multiple-value-option.png) - -1. Specify a list of predefined values for the parameter. You can create a static list of values or load values from a data source. Refer to the following topics for instructions on how to do it: - - * [Report Parameters with Predefined Static Values](report-parameters-with-predefined-static-values.md) - * [Report Parameters with Predefined Dynamic Values](report-parameters-with-predefined-dynamic-values.md) - -## Filter a Report's Data by a Multi-Value Parameter - -To filter a report's data by a multi-value parameter, use the **Is any of** operator for this parameter in the report's [filter string](../shape-report-data/filter-data/filter-data-at-the-report-level.md): - -![parameters-multi-value-filter-string](../../../images/eurd-web-parameters-multi-value-filter-string.png) - -## Specify Default Values for a Multi-Value Parameter - -A multi-value parameter's default values are selected automatically when you open a report's **Print Preview**: - -![Specify default values for a multi-value parameter](../../../images/eurd-web-parameters-multi-value-preselect-values.png) - -Use one of the following methods to specify default values: - -* Click the *Add* button right to the **Value** option and specify a value in a new editor. - - ![Specify default values for a multi-value parameter](../../../images/parameters-multi-value-preselect-values-specify.png) - -* Enable the **Select all values** property to populate the parameter value with all items from the parameter's value source (static or dynamic). - - ![Select all values as defaults for a multi-value parameter](../../../images/multi-value-parameters-select-all.png) - -> [!TIP] -> Disable a report's **Request Parameters** property to avoid the **Waiting for parameter values** message on the report's **Print Preview** and display the report with default parameter values. - -> [!NOTE] -> Ensure that the type of default values match the parameter type when you specify these values for the parameter. - -## Create an Optional Multi-Value Parameter - -Optional parameters allow you to filter report data only if parameter values are specified. Otherwise, if parameter values are not set, the parameter is ignored. - -![Create an optional multi-value parameter](../../../images/eurd-web-parameters-multi-value-optional.png) - -Do the following to make a multi-value parameter optional. - -1. Create a multi-value report parameter and specify its **Allow null value**, **Value**, and **Select all values** options as shown below: - - ![parameters-multi-value-optional-settings](../../../images/parameters-multi-value-optional-settings.png) - - | Option | Value | - | --- | --- | - | **Allow null value** | **true** | - | **Value** | Not specified | - | **Select all values** | **false** | - -2. Disable the report's **Request Parameters** property. - - ![report-requestparameters-disable](../../../images/eurd-web-report-requestparameters-disable.png) - -3. Assign the following filter condition to the report's filter string: - - ``` - ?category Is Null or [Category ID] In (?category) - ``` - - ![parameters-multi-value-empty-value](../../../images/eurd-web-parameters-multi-value-empty-value.png) - - > [!TIP] - > You can also use the filter string shown above to filter report data at the data source level. Refer to this help article for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/parameters-panel.md b/reporting-for-web/articles/report-designer/use-report-parameters/parameters-panel.md deleted file mode 100644 index 0c3edc77b8..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/parameters-panel.md +++ /dev/null @@ -1,108 +0,0 @@ ---- -title: The Parameters Panel -author: Eugene Polevikov ---- - -# The Parameters Panel - -The **Parameters** panel allows you to specify parameter values in a report's **Print Preview**. - -![Use the Parameters panel to specify parameter values](../../../images/eurd-web-parameters-panel.png) - -## Submit Parameter Values - -When you open a report's **Print Preview**, the **Parameters** panel displays default parameter values and descriptions. - -![Parameters panel, "Waiting for parameter values" message](../../../images/parameters-panel-waiting-for-parameter-values-message.png) - -Specify parameter values and click **Submit** to generate the report's **Print Preview**. Set the report's **RequestParameters** property to **false** to display a report document for the default parameter values when you open the **Print Preview**. - -## Reset Parameter Values to Defaults - -Click the **Reset** button to reset parameter values to defaults. - -![Reset parameter values to defaults](../../../images/parameters-panel-reset-values-to-defaults.png) - -## Hide the Parameters Panel - -To remove the **Parameters** panel from a report's **Print Preview**, disable the **Visible** option for all report parameters in the **Report Parameters Editor**. - -![Hide a parameter from the Parameters panel](../../../images/hide-parameter-from-parameters-panel.png) - -When you hide the **Parameters** panel, the report's **Print Preview** is generated with the default parameter values. - -## Customize the Parameters Panel - -You can unite report parameters into expandable groups, place parameters side-by-side, add separators, and more. - -| Default panel | Customized panel | -| ----------- | ----------- | -| ![](../../../images/default-parameters-panel-1.png) | ![](../../../images/customized-parameters-panel-1.png) | - -### Use the Report Parameters Editor - -Select the **Parameters** item in the **Field List** and click the **Edit parameters** button. - -![](../../../images/invoke-report-parameters-editor.png) - -This action invokes the **Report Parameters Editor**. - -![](../../../images/edit-parameters-window.png) - -Use the menu on the left to create and customize parameters, groups, and separators. - -#### Customize a Parameter - -Specify the **Orientation** property to choose the position of a parameter label relative to an editor. - -![](../../../images/specify-label-orientation.png) - -| Label orientation = Horizontal (Default) | Label orientation = Vertical | -| ----------- | ----------- | -| ![](../../../images/label-orientation-horizontal.png) | ![](../../../images/label-orientation-vertical.png) | - -#### Create and Customize a Group - -Click the **Add group** button to create a new group. - -![](../../../images/report-parameters-editor-create-new-group.png) - -Use the **Up** and **Down** buttons to change the order of parameters and groups, and place parameters inside or outside a group. - -![](../../../images/report-parameters-editor-setup-elements-order.png) - -You can also drag-and-drop parameters and groups inside the menu to achieve the same result. - -![](../../../images/report-parameters-editor-drag-and-drop-elements-in-menu.png) - -To customize a group, select it and use its editors on the right to set up the group appearance. The following example unites the **customerName** and **companyName** parameters into a group called **Select a customer**. - -![](../../../images/report-parameters-editor-group-customization-options.png) - -| Default panel | Panel with a group | -| ----------- | ----------- | -| ![](../../../images/default-parameters-panel-1.png) | ![](../../../images/customized-parameters-panel-2.png) | - -Besides a title, you can also specify the following properties to customize the group appearance: - -* Orientation (specifies whether to place parameters inside the group vertically or horizontally). -* Show title -* Show borders -* Show expand/collapse button -* Expanded - -#### Add a Separator - -Click the **Add separator** button to create a separator. - -![](../../../images/report-parameters-editor-create-separator.png) - -Similar to parameters and groups, you can use the **Up** and **Down** buttons or drag-and-drop separators inside the menu to specify the location for these separators relative to other elements. - -![](../../../images/report-parameters-editor-specify-location-for-separator.png) - -The example below shows the **Parameters** panel with a separator between the **Company Name** and **Customer Name** parameters. - -| Default panel | Panel with a separator | -| ----------- | ----------- | -| ![](../../../images/default-parameters-panel-3.png) | ![](../../../images/customized-parameters-panel-3.png) | \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/reference-report-parameters.md b/reporting-for-web/articles/report-designer/use-report-parameters/reference-report-parameters.md deleted file mode 100644 index 9c5fdfc1d4..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/reference-report-parameters.md +++ /dev/null @@ -1,64 +0,0 @@ ---- -title: Reference Report Parameters -author: Eugene Polevikov ---- - -# Reference Report Parameters - -After you [create a report parameter](create-a-report-parameter.md), you can reference this parameter in the [report's filter string](#reference-in-a-reports-filter-string), [in expressions](#reference-in-expressions), and [in a control's Text property](#reference-in-a-controls-text-property). You can also bind control and data source parameters to report parameters. Refer to the sections below for more details. - -## Reference in a Report's Filter String - -You can reference a report parameter in the report's filter string. This allows you to conditionally filter the report's data loaded from a data source. - -![reference parameter in report filter string](../../../images/reference-parameter-in-report-filter-string.png) - -> [!TIP] -> When you use a report's filter string to filter data, all the data is loaded from a data source before the filter is applied. If you use a large dataset, filter data at the data source level. Refer to the following topic for more information: [Filter Data at the Data Source Level](../shape-report-data/filter-data/filter-data-at-the-data-source-level.md). - -## Reference in Expressions - -You can reference a report parameter in [expressions](../use-expressions.md) of [controls](../use-report-elements/use-basic-report-controls.md) and [calculated fields](../shape-report-data/use-calculated-fields/calculated-fields-overview.md). - -![Reference report parameters in expressions](../../../images/report-parameters-reference-in-expression.png) - -This allows you to conditionally change the data a control or calculated field displays. - -You can use the [Field List](../report-designer-tools/ui-panels/field-list.md) to create an [Label](../use-report-elements/use-basic-report-controls/label.md) control that displays only a parameter value. To do this, drag the parameter from the **Field List** and drop it onto the report's band. - -![Drag and drop a report parameter](../../../images/reference-parameter-drag-and-drop.png) - -You can also use parameters in expressions to specify the visibility of a report's bands or conditionally change a control's appearance. Refer to the following topics for more information: - -* [Conditionally Change a Band's Visibility](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md) -* [Conditionally Change a Control's Appearance](../shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md) - -## Reference in a Control's Text Property - -You can use a report parameter in a control's **Text** property. - -![Reference a parameter in a control's Text property (Designer)](../../../images/report-parameters-reference-in-text-property.png) - -This allows you to create a placeholder (embedded field) that is substituted by a parameter value. - -![Reference a parameter in a control's Text property (Preview)](../../../images/report-parameters-reference-in-text-preview.png) - -Refer to the following topic for information on embedded fields: [Use Embedded Fields (Mail Merge)](../use-report-elements/use-embedded-fields-mail-merge.md). - -## Bind Control Parameters to Report Parameters - -You can create parameters for the [CrossTab](../create-reports/cross-tab-reports.md) and [Chart](../use-report-elements/use-charts/use-charts-in-reports.md) controls and bind these parameters to report parameters. This allows you to conditionally filter data at the control level. Refer to the following topic for details on how to filter data for the **Сhart** control: [Use Charts to Visualize Grouped Data](../use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md). - -You can also specify a parameter for the [Subreport](../use-report-elements/use-basic-report-controls/subreport.md) control and bind this parameter to report parameters. This allows you to pass parameter values from the main report to the subreport and conditionally change the subreport's data and appearance. - -## Bind Data Source Parameters to Report Parameters - -You can create parameters for data sources and bind them to report parameters. The table below contains information about which tasks this allows you to solve, a data source for which the task can be solved, and links to documentation sections you can reference for details. - -| Task | Data Source | Documentation | -| --- | --- | --- | -| **Filter data at the data source level** | SQL Data Source | [Bind a Report to a Database](../bind-to-data/bind-a-report-to-a-database.md) | -| **Pass report parameters to a stored procedure** | SQL Data Source | [Specify Query Parameters](../bind-to-data/specify-query-parameters.md) | -| **Pass report parameters to a method that loads data** | Object Data Source | [Bind a Report to an Object Data Source](../bind-to-data/bind-a-report-to-an-object-data-source.md) | - -When you bind a report to the JSON Data Source, you can specify a URI from which a JSON file should be loaded. You can bind path parameters, query parameters, and header parameters to report parameters to conditionally configure HTTP requests to the web service endpoint. Refer to the following topic for details: [Bind a Report to JSON Data](../bind-to-data/bind-a-report-to-json-data.md). \ No newline at end of file diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md b/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md deleted file mode 100644 index 02ab9cc050..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md +++ /dev/null @@ -1,32 +0,0 @@ ---- -title: Report Parameters with Predefined Dynamic Values -author: Sergey Andreev ---- - -# Report Parameters with Predefined Dynamic Values - -You can create a report parameter that uses a list of values from a data source. - -![Create a report parameter with dynamic values](../../../images/eurd-web-dynamic-parameter-values.png) - -When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). - -![Create a report parameter with dynamic values](../../../images/report-parameters-dynamic-values-preview.png) - -## Create a List of Predefined Values in the Report Designer - -Follow the steps below to create a parameter with a list of dynamic values in the [Report Designer](../first-look-at-the-report-designer.md): - -1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). -2. Set the parameter's **Value Source** option to **Dynamic List**. Additional fields appear in the **Add New Parameter** dialog and allow you to specify a data source for parameter values. - - ![Specify dynamic values for a report parameter](../../../images/parameter-specify-dynamic-values.png) - -3. Specify the **Data Source**, **Data Adapter** (for a **DataSet** only), and **Data Member** options. **Value Member** defines a data field that supplies values to the parameter. **Display Member** defines a data field that stores value descriptions displayed in the [Parameters panel](parameters-panel.md). - - ![Specify parameter options for a parameter with dynamic values](../../../images/report-parameters-dynamic-values16951.png) - - > [!NOTE] - > The data member's value type should match the specified parameter **Type**. - - Use the **Filter String** property to filter parameter values or implement [cascading parameters](cascading-report-parameters.md). Specify the **Sort Order** and **Sort Member** properties to sort parameter values in the [Parameters panel](parameters-panel.md)'s editor. diff --git a/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md b/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md deleted file mode 100644 index 7b17278d43..0000000000 --- a/reporting-for-web/articles/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md +++ /dev/null @@ -1,25 +0,0 @@ ---- -title: Report Parameters with Predefined Static Values -author: Sergey Andreev ---- - -# Report Parameters with Predefined Static Values - -You can create a list of predefined values for a report parameter. - -![Create a report parameter with predefined static values](../../../images/eurd-web-static-parameter-values.png) - -When you open a report's **Print Preview**, you can select a value from this list in the [Parameters panel](parameters-panel.md). - -![Create a report parameter with predefined static values - Preview](../../../images/report-parameter-with-predefined-static-values-preview.png) - -## Create a List of Predefined Values in the Report Designer - -Follow the steps below to create a parameter with a list of predefined static values in the [Report Designer](../first-look-at-the-report-designer.md): - -1. Create a report parameter as described in this topic: [Create a Report Parameter](create-a-report-parameter.md). -2. Set the parameter's **Value Source** option to **Static List**. A grid appears in the **Add New Parameter** dialog and allows you to specify a list of static parameter values. - - ![Specify static values for a report parameter](../../../images/parameter-specify-static-values.png) - - Each value should have a description. This description is displayed in the [Parameters panel](parameters-panel.md). diff --git a/reporting-for-web/images/eurd-web-add-watermarks-properties-panel.png b/reporting-for-web/images/eurd-web-add-watermarks-properties-panel.png deleted file mode 100644 index 75bdf85e6f..0000000000 Binary files a/reporting-for-web/images/eurd-web-add-watermarks-properties-panel.png and /dev/null differ diff --git a/reporting-for-web/images/img121799.png b/reporting-for-web/images/img121799.png deleted file mode 100644 index 9dce103561..0000000000 Binary files a/reporting-for-web/images/img121799.png and /dev/null differ diff --git a/reporting-for-web/images/img121801.png b/reporting-for-web/images/img121801.png deleted file mode 100644 index b6e6694f8f..0000000000 Binary files a/reporting-for-web/images/img121801.png and /dev/null differ diff --git a/reporting-for-web/images/use-date-ranges-design-add-param-dialog.png b/reporting-for-web/images/use-date-ranges-design-add-param-dialog.png deleted file mode 100644 index fb9e721e1f..0000000000 Binary files a/reporting-for-web/images/use-date-ranges-design-add-param-dialog.png and /dev/null differ diff --git a/reporting-for-web/toc.yml b/reporting-for-web/toc.yml deleted file mode 100644 index fa34b62f4b..0000000000 --- a/reporting-for-web/toc.yml +++ /dev/null @@ -1,527 +0,0 @@ -items: -- name: Document Viewer - href: articles/document-viewer.md - items: - - name: Viewing and Navigating - items: - - name: Navigate Between Pages - href: articles/document-viewer/viewing-and-navigating/navigate-between-pages.md - - name: Navigate Using Bookmarks - href: articles/document-viewer/viewing-and-navigating/navigate-using-bookmarks.md - - name: Search for a Specific Text - href: articles/document-viewer/viewing-and-navigating/search-for-a-specific-text.md - - name: Switch Display Mode - href: articles/document-viewer/viewing-and-navigating/switch-display-mode.md - - name: Zooming - href: articles/document-viewer/viewing-and-navigating/zooming.md - - name: Content Editing - href: articles/document-viewer/content-editing.md - - name: Passing Parameter Values - href: articles/document-viewer/passing-parameter-values.md - - name: Printing - href: articles/document-viewer/printing.md - - name: Exporting - items: - - name: Export a Document - href: articles/document-viewer/exporting/export-a-document.md - - name: CSV-Specific Export Options - 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href: articles/document-viewer/exporting/docx-specific-export-options.md -- name: Report Designer - href: articles/report-designer.md - items: - - name: First Look at the Report Designer - href: articles/report-designer/first-look-at-the-report-designer.md - - name: Add New Reports - href: articles/report-designer/add-new-reports.md - - name: Open Reports - href: articles/report-designer/open-reports.md - - name: Save Reports - href: articles/report-designer/save-reports.md - - name: Introduction to Banded Reports - href: articles/report-designer/introduction-to-banded-reports.md - - name: Bind to Data - href: articles/report-designer/bind-to-data.md - items: - - name: Bind a Report to a Database - href: articles/report-designer/bind-to-data/bind-a-report-to-a-database.md - - name: Specify Query Parameters - href: articles/report-designer/bind-to-data/specify-query-parameters.md - - name: Bind a Report to JSON Data - href: articles/report-designer/bind-to-data/bind-a-report-to-json-data.md - - name: Bind a Report to an Object Data Source - href: articles/report-designer/bind-to-data/bind-a-report-to-an-object-data-source.md - - name: Bind a Report to a Join-Based Federated Data Source - href: articles/report-designer/bind-to-data/bind-a-report-to-a-join-based-federated-data-source.md - - name: Bind a Report to a Union-Based Federated Data Source - href: articles/report-designer/bind-to-data/bind-a-report-to-a-union-based-federated-data-source.md - - name: Bind a Report to a Transformation-Based Data Source - href: articles/report-designer/bind-to-data/bind-a-report-to-a-transformation-based-data-source.md - - name: Bind a Report to a Federated Master-Detail Data Source - href: articles/report-designer/bind-to-data/bind-a-report-to-a-federated-master-detail-data-source.md - - name: Create Reports - href: articles/report-designer/create-reports.md - items: - - name: Table Reports - href: articles/report-designer/create-reports/table-reports.md - - name: Vertical Reports - href: articles/report-designer/create-reports/vertical-reports.md - - name: Letters - href: articles/report-designer/create-reports/letters.md - - name: Master-Detail Report with Detail Report Bands - href: articles/report-designer/create-reports/master-detail-reports-with-detail-report-bands.md - - name: Master-Detail Report with Subreports - href: articles/report-designer/create-reports/master-detail-reports-with-subreports.md - - name: Hierarchical Report - href: articles/report-designer/create-reports/hierarchical-reports.md - - name: Invoices - href: articles/report-designer/create-reports/invoices.md - - name: Cross-Tab Reports - href: articles/report-designer/create-reports/cross-tab-reports.md - - name: Labels and Badges - href: articles/report-designer/create-reports/labels-and-badges.md - - name: Multi-Column Reports - href: articles/report-designer/create-reports/multi-column-reports.md - - name: Interactive E-Forms - href: articles/report-designer/create-reports/interactive-e-forms.md - - name: Reports with Cross-Band Content and Populated Empty Space - href: articles/report-designer/create-reports/reports-with-cross-band-content-and-populated-empty-space.md - - name: Reports Merged with PDF - href: articles/report-designer/create-reports/reports-merged-with-pdf.md - - name: Reports with Embedded PDF Content - href: articles/report-designer/create-reports/reports-with-embedded-pdf-content.md - - name: Reports with Visual PDF Signature - href: articles/report-designer/create-reports/reports-with-visual-pdf-signature.md - - name: Configure Design Settings - href: articles/report-designer/configure-design-settings.md - items: - - name: Change Report Measurement Units - href: articles/report-designer/configure-design-settings/change-a-report-measurement-units.md - - name: Change Report Page Settings - href: articles/report-designer/configure-design-settings/change-a-report-page-settings.md - - name: Enable the Right-To-Left Layout - href: articles/report-designer/configure-design-settings/enable-the-right-to-left-layout.md - - name: Use Report Elements - href: articles/report-designer/use-report-elements.md - items: - - name: Manipulate Report Elements - href: articles/report-designer/use-report-elements/manipulate-report-elements.md - items: - - name: Add Controls to a Report - href: articles/report-designer/use-report-elements/manipulate-report-elements/add-controls-to-a-report.md - - name: Bind Report Controls to Data - href: articles/report-designer/use-report-elements/bind-controls-to-data.md - - name: Use Embedded Fields (Mail Merge) - href: articles/report-designer/use-report-elements/use-embedded-fields-mail-merge.md - - name: Validate Report Data Bindings - href: articles/report-designer/use-report-elements/validate-report-data-bindings.md - - name: Select Report Elements and Access Their Settings - href: articles/report-designer/use-report-elements/manipulate-report-elements/select-report-elements-and-access-their-settings.md - - name: Move and Resize Report Elements - href: articles/report-designer/use-report-elements/manipulate-report-elements/move-and-resize-report-elements.md - - name: Apply Styles to Report Elements - href: articles/report-designer/use-report-elements/manipulate-report-elements/apply-styles-to-report-elements.md - - name: Copy Report Controls - href: articles/report-designer/use-report-elements/manipulate-report-elements/copy-report-controls.md - - name: Arrange Report Controls - href: articles/report-designer/use-report-elements/manipulate-report-elements/arrange-report-controls.md - - name: Add Report Controls to Containers - href: articles/report-designer/use-report-elements/manipulate-report-elements/add-report-controls-to-containers.md - - name: Validate the Report Layout - href: articles/report-designer/use-report-elements/manipulate-report-elements/validate-the-report-layout.md - - name: Use Basic Report Controls - href: articles/report-designer/use-report-elements/use-basic-report-controls.md - items: - - name: Label - href: articles/report-designer/use-report-elements/use-basic-report-controls/label.md - - name: Character Comb - href: articles/report-designer/use-report-elements/use-basic-report-controls/character-comb.md - - name: Rich Text - href: articles/report-designer/use-report-elements/use-basic-report-controls/rich-text.md - - name: Check Box - href: articles/report-designer/use-report-elements/use-basic-report-controls/check-box.md - - name: Picture Box - href: articles/report-designer/use-report-elements/use-basic-report-controls/picture-box.md - - name: Subreport - href: articles/report-designer/use-report-elements/use-basic-report-controls/subreport.md - - name: Panel - href: articles/report-designer/use-report-elements/use-basic-report-controls/panel.md - - name: Page Break - href: articles/report-designer/use-report-elements/use-basic-report-controls/page-break.md - - name: Table of Contents - href: articles/report-designer/use-report-elements/use-basic-report-controls/table-of-contents.md - - name: Page Info - href: articles/report-designer/use-report-elements/use-basic-report-controls/page-info.md - - name: PDF Content - href: articles/report-designer/use-report-elements/use-basic-report-controls/pdf-content.md - - name: PDF Signature - href: articles/report-designer/use-report-elements/use-basic-report-controls/pdf-signature.md - - name: Use Tables - href: articles/report-designer/use-report-elements/use-tables.md - items: - - name: Table Overview - href: articles/report-designer/use-report-elements/use-tables/table-overview.md - - name: Bind Table Cells to Data - href: articles/report-designer/use-report-elements/use-tables/bind-table-cells-to-data.md - - name: Manage Table Structure - href: articles/report-designer/use-report-elements/use-tables/manage-table-structure.md - - name: Manipulate Table Elements - href: articles/report-designer/use-report-elements/use-tables/manipulate-table-elements.md - - name: Hide Table Cells - href: articles/report-designer/use-report-elements/use-tables/hide-table-cells.md - - name: Use Barcodes - href: articles/report-designer/use-report-elements/use-bar-codes.md - items: - - name: Add Barcodes to a Report - href: articles/report-designer/use-report-elements/use-bar-codes/add-bar-codes-to-a-report.md - - name: Barcode Recognition Specifics - href: articles/report-designer/use-report-elements/use-bar-codes/bar-code-recognition-specifics.md - - name: Aztec Code - href: articles/report-designer/use-report-elements/use-bar-codes/aztec-code.md - - name: Codabar - href: articles/report-designer/use-report-elements/use-bar-codes/codabar.md - - name: Code 11 (USD-8) - href: articles/report-designer/use-report-elements/use-bar-codes/code-11-usd-8.md - - name: Code 128 - href: articles/report-designer/use-report-elements/use-bar-codes/code-128.md - - name: Code 39 (USD-3) - href: articles/report-designer/use-report-elements/use-bar-codes/code-39-usd-3.md - - name: Code 39 Extended - href: articles/report-designer/use-report-elements/use-bar-codes/code-39-extended.md - - name: Code 93 - href: articles/report-designer/use-report-elements/use-bar-codes/code-93.md - - name: Code 93 Extended - href: articles/report-designer/use-report-elements/use-bar-codes/code-93-extended.md - - name: Deutsche Post Leitcode - href: articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-leitcode.md - - name: Deutsche Post Identcode - href: articles/report-designer/use-report-elements/use-bar-codes/deutsche-post-identcode.md - - name: EAN 13 - href: articles/report-designer/use-report-elements/use-bar-codes/ean-13.md - - name: EAN 8 - href: articles/report-designer/use-report-elements/use-bar-codes/ean-8.md - - name: ECC200 - Data Matrix - href: articles/report-designer/use-report-elements/use-bar-codes/ecc200-data-matrix.md - - name: GS1 - DataBar - href: articles/report-designer/use-report-elements/use-bar-codes/gs1-databar.md - - name: GS1- Data Matrix - href: articles/report-designer/use-report-elements/use-bar-codes/gs1-data-matrix.md - - name: GS1-128 - EAN-128 (UCC) - href: articles/report-designer/use-report-elements/use-bar-codes/gs1-128-ean-128-ucc.md - - name: Industrial 2 of 5 - href: articles/report-designer/use-report-elements/use-bar-codes/industrial-2-of-5.md - - name: Intelligent Mail - href: articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail.md - - name: Intelligent Mail Package - href: articles/report-designer/use-report-elements/use-bar-codes/intelligent-mail-package.md - - name: Interleaved 2 of 5 - href: articles/report-designer/use-report-elements/use-bar-codes/interleaved-2-of-5.md - - name: Matrix 2 of 5 - href: articles/report-designer/use-report-elements/use-bar-codes/matrix-2-of-5.md - - name: MSI - Plessey - href: articles/report-designer/use-report-elements/use-bar-codes/msi-plessey.md - - name: PDF417 - href: articles/report-designer/use-report-elements/use-bar-codes/pdf417.md - - name: Pharmacode - href: articles/report-designer/use-report-elements/use-bar-codes/pharmacode.md - - name: PostNet - href: articles/report-designer/use-report-elements/use-bar-codes/postnet.md - - name: QR Code - href: articles/report-designer/use-report-elements/use-bar-codes/qr-code.md - - name: Micro QR Code - href: articles/report-designer/use-report-elements/use-bar-codes/micro-qr-code.md - - name: GS1 QR Code - href: articles/report-designer/use-report-elements/use-bar-codes/gs1-qr-code.md - - name: EPC QR Code - href: articles/report-designer/use-report-elements/use-bar-codes/epc-qr-code.md - - name: SSCC (Serial Shipping Container Code) - href: articles/report-designer/use-report-elements/use-bar-codes/sscc.md - - name: UPC Shipping Container Symbol (ITF-14) - href: articles/report-designer/use-report-elements/use-bar-codes/upc-shipping-container-symbol-itf-14.md - - name: UPC Supplemental 2 - href: articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-2.md - - name: UPC Supplemental 5 - href: articles/report-designer/use-report-elements/use-bar-codes/upc-supplemental-5.md - - name: UPC-A - href: articles/report-designer/use-report-elements/use-bar-codes/upc-a.md - - name: UPC-E0 - href: articles/report-designer/use-report-elements/use-bar-codes/upc-e0.md - - name: UPC-E1 - href: articles/report-designer/use-report-elements/use-bar-codes/upc-e1.md - - name: Use Charts - href: articles/report-designer/use-report-elements/use-charts.md - items: - - name: Use Charts in Reports - href: articles/report-designer/use-report-elements/use-charts/use-charts-in-reports.md - - name: Add a Chart (Set Up Series Manually) - href: articles/report-designer/use-report-elements/use-charts/add-a-chart-set-up-series-manually.md - - name: Add a Chart (Use a Series Template) - href: articles/report-designer/use-report-elements/use-charts/add-a-chart-use-a-series-template.md - - name: Use Charts to Visualize Grouped Data - href: articles/report-designer/use-report-elements/use-charts/use-charts-to-visualize-grouped-data.md - - name: Use Gauges and Sparklines - href: articles/report-designer/use-report-elements/use-gauges-and-sparklines.md - items: - - name: Add Gauges to a Report - href: articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-gauges-to-a-report.md - - name: Add Sparklines to a Report - href: articles/report-designer/use-report-elements/use-gauges-and-sparklines/add-sparklines-to-a-report.md - - name: Draw Lines and Shapes - href: articles/report-designer/use-report-elements/draw-lines-and-shapes.md - items: - - name: Draw Lines - href: articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-lines.md - - name: Draw Shapes - href: articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-shapes.md - - name: Draw Cross-Band Lines and Boxes - href: articles/report-designer/use-report-elements/draw-lines-and-shapes/draw-cross-band-lines-and-boxes.md - - name: Use Report Parameters - href: articles/report-designer/use-report-parameters.md - items: - - name: Create a Report Parameter - href: articles/report-designer/use-report-parameters/create-a-report-parameter.md - items: - - name: Report Parameters with Predefined Static Values - href: articles/report-designer/use-report-parameters/report-parameters-with-predefined-static-values.md - - name: Report Parameters with Predefined Dynamic Values - href: articles/report-designer/use-report-parameters/report-parameters-with-predefined-dynamic-values.md - - name: Multi-Value Report Parameters - href: articles/report-designer/use-report-parameters/multi-value-report-parameters.md - - name: Cascading Report Parameters - href: articles/report-designer/use-report-parameters/cascading-report-parameters.md - - name: Date Range Report Parameters - href: articles/report-designer/use-report-parameters/date-range-report-parameters.md - - name: Reference Report Parameter - href: articles/report-designer/use-report-parameters/reference-report-parameters.md - - name: The Parameters Panel - href: articles/report-designer/use-report-parameters/parameters-panel.md - - name: Shape Report Data - href: articles/report-designer/shape-report-data.md - items: - - name: Filter Data - href: articles/report-designer/shape-report-data/filter-data.md - items: - - name: Filter Data at the Report Level - href: articles/report-designer/shape-report-data/filter-data/filter-data-at-the-report-level.md - - name: Filter Data at the Data Source Level - href: articles/report-designer/shape-report-data/filter-data/filter-data-at-the-data-source-level.md - - name: Limit the Number of Records to Display - href: articles/report-designer/shape-report-data/filter-data/limit-the-number-of-records-to-display.md - - name: Group and Sort Data - href: articles/report-designer/shape-report-data/group-and-sort-data.md - items: - - name: Sort Data - href: articles/report-designer/shape-report-data/group-and-sort-data/sort-data.md - - name: Group Data - href: articles/report-designer/shape-report-data/group-and-sort-data/group-data.md - - name: Sort Data by a Custom Field - href: articles/report-designer/shape-report-data/group-and-sort-data/sort-data-by-a-custom-field.md - - name: Group Data by a Custom Field - href: articles/report-designer/shape-report-data/group-and-sort-data/group-data-by-a-custom-field.md - - name: Sort Groups by a Summary Function's Result - href: articles/report-designer/shape-report-data/group-and-sort-data/sort-groups-by-a-summary-function-result.md - - name: Format Data - href: articles/report-designer/shape-report-data/format-data.md - - name: Specify Conditions for Report Elements - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements.md - items: - - name: Conditionally Change a Control's Appearance - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-control-appearance.md - - name: Conditionally Change a Label's Text - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-label-text.md - - name: Conditionally Change a Band's Visibility - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-change-a-bands-visibility-expression-bindings.md - - name: Conditionally Filter Report Data - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-filter-report-data.md - - name: Conditionally Suppress Controls - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/conditionally-supress-controls.md - - name: Limit the Number of Records per Page - href: articles/report-designer/shape-report-data/specify-conditions-for-report-elements/limit-the-number-of-records-per-page.md - - name: Calculate Summaries - href: articles/report-designer/shape-report-data/calculate-summaries.md - items: - - name: Calculate a Summary - href: articles/report-designer/shape-report-data/calculate-summaries/calculate-a-summary.md - - name: Calculate an Advanced Summary - href: articles/report-designer/shape-report-data/calculate-summaries/calculate-an-advanced-summary.md - - name: Count Elements and Values - href: articles/report-designer/shape-report-data/count-elements-and-values.md - items: - - name: Display Row Numbers in a Report, Group or Page - href: articles/report-designer/shape-report-data/count-elements-and-values/display-row-numbers-in-a-report-group-or-page.md - - name: Count the Number of Records in a Report or Group - href: articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-records-in-a-report-or-group.md - - name: Count the Number of Groups in a Report - href: articles/report-designer/shape-report-data/count-elements-and-values/count-the-number-of-groups-in-a-report.md - - name: Use Calculated Fields - href: articles/report-designer/shape-report-data/use-calculated-fields.md - items: - - name: Calculated Fields Overview - href: articles/report-designer/shape-report-data/use-calculated-fields/calculated-fields-overview.md - - name: Calculate an Aggregate Function - href: articles/report-designer/shape-report-data/use-calculated-fields/calculate-an-aggregate-function.md - - name: Calculate a Weighted Average Function - href: articles/report-designer/shape-report-data/use-calculated-fields/calculate-a-weighted-average-function.md - - name: Lay out Dynamic Report Content - href: articles/report-designer/lay-out-dynamic-report-content.md - items: - - name: Maintain the Band Location on a Page - href: articles/report-designer/lay-out-dynamic-report-content/maintain-the-band-location-on-a-page.md - - name: Keep Content Together - href: articles/report-designer/lay-out-dynamic-report-content/keep-content-together.md - - name: Maintain the Size and Content of Data-Bound Controls - href: articles/report-designer/lay-out-dynamic-report-content/maintain-the-size-and-content-of-data-bound-controls.md - - name: Anchor Controls - href: articles/report-designer/lay-out-dynamic-report-content/anchor-controls.md - - name: Suppress Controls - href: articles/report-designer/lay-out-dynamic-report-content/suppress-controls.md - - name: Customize Appearance - href: articles/report-designer/customize-appearance.md - items: - - name: Appearance Properties - href: articles/report-designer/customize-appearance/appearance-properties.md - - name: Report Visual Styles - href: articles/report-designer/customize-appearance/report-visual-styles.md - - name: Add Navigation - href: articles/report-designer/add-navigation.md - items: - - name: Add Page Numbers - href: articles/report-designer/add-navigation/add-page-numbers.md - - name: Add Cross-References and Hyperlinks - href: articles/report-designer/add-navigation/add-cross-references-and-hyperlinks.md - - name: Add Bookmarks and a Document Map - href: articles/report-designer/add-navigation/add-bookmarks-and-a-document-map.md - - name: Create a Table of Contents - href: articles/report-designer/add-navigation/add-a-table-of-contents.md - - name: Provide Interactivity - href: articles/report-designer/provide-interactivity.md - items: - - name: Create Drill-Down Reports - href: articles/report-designer/provide-interactivity/create-drill-down-reports.md - - name: Create Drill-Through Reports - href: articles/report-designer/provide-interactivity/create-drill-through-reports.md - - name: Sort a Report in Print Preview - href: articles/report-designer/provide-interactivity/sort-a-report-in-print-preview.md - - name: Edit Content in Print Preview - href: articles/report-designer/provide-interactivity/edit-content-in-print-preview.md - - name: Add Extra Information - href: articles/report-designer/add-extra-information.md - items: - - name: Add Watermarks to a Report - href: articles/report-designer/add-extra-information/add-watermarks-to-a-report.md - - name: Display the Current Date and Time in a Report - href: articles/report-designer/add-extra-information/display-the-current-date-and-time-in-a-report.md - - name: Display the User Name in a Report - href: articles/report-designer/add-extra-information/display-the-user-name-in-a-report.md - - name: Merge Reports - href: articles/report-designer/merge-reports.md - items: - - name: Add a Report to the End/Beginning - href: articles/report-designer/merge-reports/add-a-report-to-the-end-beginning.md - - name: Use Data-Driven Page Sequence - href: articles/report-designer/merge-reports/use-data-driven-page-sequence.md - - name: Use Expressions - href: articles/report-designer/use-expressions.md - items: - - name: Expressions Overview - href: articles/report-designer/use-expressions/expressions-overview.md - - name: Expression Language - href: articles/report-designer/use-expressions/expression-language.md - - name: Functions in Expressions - href: articles/report-designer/use-expressions/functions-in-expressions.md - - name: "How to: Use Expressions" - href: articles/report-designer/use-expressions/how-to-use-expressions.md - - name: Data Binding Modes - href: articles/report-designer/use-expressions/data-binding-modes.md - - name: Localize Reports - href: articles/report-designer/localize-reports.md - - name: Preview, Print and Export Reports - href: articles/report-designer/preview-print-and-export-reports.md - - name: Report Designer Tools - href: articles/report-designer/report-designer-tools.md - items: - - name: Report Wizard - href: articles/report-designer/report-designer-tools/report-wizard.md - items: - - name: Empty Report - href: articles/report-designer/report-designer-tools/report-wizard/empty-report.md - - name: Table and Vertical Report - href: articles/report-designer/report-designer-tools/report-wizard/table-and-vertical-report.md - items: - - name: Select Data Source - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\select-data-source.md - - name: Specify Data Source Settings (Database) - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\specify-data-source-settings-database.md - - name: Specify Data Source Settings (JSON) - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\specify-data-source-settings-json.md - - name: Specify Data Source Settings (Object) - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\specify-data-source-settings-object.md - - name: Define Report Layout - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\define-report-layout.md - - name: Specify Page Settings - href: articles\report-designer\report-designer-tools\report-wizard\table-and-vertical-report\specify-page-settings.md - - name: Label Report - href: articles/report-designer/report-designer-tools/report-wizard/label-report.md - - name: Data Source Wizard - href: articles/report-designer/report-designer-tools/data-source-wizard.md - items: - - name: Specify Data Source Settings (Database) - href: articles\report-designer\report-designer-tools\data-source-wizard\specify-data-source-settings-database.md - - name: Specify Data Source Settings (JSON) - href: articles\report-designer\report-designer-tools\data-source-wizard\specify-data-source-settings-json.md - - name: Specify Data Source Settings (Object) - href: articles\report-designer\report-designer-tools\data-source-wizard\specify-data-source-settings-object.md - - name: Design Surface - href: articles/report-designer/report-designer-tools/design-surface.md - - name: Main Menu - href: articles/report-designer/report-designer-tools/menu.md - - name: Main Toolbar - href: articles/report-designer/report-designer-tools/toolbar.md - - name: Toolbox - href: articles/report-designer/report-designer-tools/toolbox.md - - name: Query Builder - href: articles/report-designer/report-designer-tools/query-builder.md - - name: Chart Designer - href: articles/report-designer/report-designer-tools/chart-designer.md - - name: Expression Editor - href: articles/report-designer/report-designer-tools/expression-editor.md - - name: Filter Editor - href: articles/report-designer/report-designer-tools/filter-editor.md - - name: Format String Editor - href: articles/report-designer/report-designer-tools/format-string-editor.md - - name: Master-Detail Relation Editor - href: articles/report-designer/report-designer-tools/master-detail-relation-editor.md - - name: Script Editor - href: articles/report-designer/report-designer-tools/script-editor.md - - name: Localization Editor - href: articles/report-designer/report-designer-tools/localization-editor.md - - name: UI Panels - href: articles/report-designer/report-designer-tools/ui-panels.md - items: - - name: Properties Panel - href: articles/report-designer/report-designer-tools/ui-panels/properties-panel.md - - name: Expressions Panel - href: articles/report-designer/report-designer-tools/ui-panels/expressions-panel.md - - name: Field List - href: articles/report-designer/report-designer-tools/ui-panels/field-list.md - - name: Report Explorer - href: articles/report-designer/report-designer-tools/ui-panels/report-explorer.md - - name: Report Design Analyzer - href: articles/report-designer/report-designer-tools/ui-panels/report-design-analyzer.md \ No newline at end of file diff --git a/toc.yml b/toc.yml index 8b4c60ee9c..805798286f 100644 --- a/toc.yml +++ b/toc.yml @@ -1,19 +1,7 @@ items: -- name: Reporting for Web - href: reporting-for-web/ - topicHref: reporting-for-web/articles/index.md -- name: Dashboard for Web - href: dashboard-for-web/ - topicHref: dashboard-for-web/articles/index.md -- name: Interface Elements for Web - href: interface-elements-for-web/ - topicHref: interface-elements-for-web/articles/index.md -- name: Reporting for Desktop - href: reporting-for-desktop/ - topicHref: reporting-for-desktop/articles/index.md -- name: Dashboard for Desktop - href: dashboard-for-desktop/ - topicHref: dashboard-for-desktop/articles/index.md -- name: Interface Elements for Desktop - href: interface-elements-for-desktop/ - topicHref: interface-elements-for-desktop/articles/index.md \ No newline at end of file +- name: End-User Documentation for DevExpress Reports + href: eud-for-devexpress-reports/ + topicHref: eud-for-devexpress-reports/end-user-documentation-for-devexpress-reports.md +- name: End-User Documentation for BI Dashboards + href: eud-for-bi-dashboards/ + topicHref: eud-for-bi-dashboards/end-user-documentation-for-bi-dashboards.md \ No newline at end of file