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Thursday, December 20, 2012PrintSubscribe
Order Form Sample–Part 36

If the report was created at this time, it will look like the picture below.

Sample report with a few imperfections.

There are still a few things to change:

  1. Right-align field labels in the second column.
  2. Format Unit Price, Extended Price, Subtotal, Freight, and Total as currency.
  3. Format Order Date, Required Date, and Shipped Date on the left side, and hide the time.
  4. Format Discount as percentage.

Right-Align

In Visual Studio report designer, select all field labels in the right-hand column by clicking on them while holding Ctrl key. On the toolbar, press the Align Right icon.

Aligning all field labels on the right side to the right.

Format as Currency

Right-click on the cell containing Unit Price, and press Text Box Properties.

Activating 'Text Box Properties' context menu option for 'UnitPrice' cell.

Switch to the Number section, and select “Currency” from the list.

Formatting a field as currency.

Press OK to save. Perform the same operation on Subtotal, Freight, Total, and Extended Price text boxes.

Format As Date

Select the three date fields: Order Date, Required Date, and Shipped Date. Press the Align Left button on the toolbar.

Aligning the date fields to the left.

Right-click on the first field, Order Date, and press Text Box Properties.

Activating 'Text Box Properties' context menu option for 'OrderDate' field.

Switch to Number section, and make the following changes.

Property Value
Category Date
Type *Monday, January 31, 2000

The screen will look like below:

Configuring a text box as a date field.

Press OK to save. Make the same changes to Required Date and Shipped Date fields.

Format as Percentage

Right-click on Discount field, and press Text Box Properties.

Activating 'Text Box Properties' context menu option for 'Discount' field.

Switch to the Number section, and select Percentage from the list.

Formatting a field as a percentage.

Press OK to save. Make sure to save the report file as well.

Finalized Report

Now that the minor imperfections have been removed, the report will look more like the picture below.

Order Report with the imperfections fixed.

The next step will be to add an action that will activate the report.

Thursday, December 20, 2012PrintSubscribe
Order Form Sample–Part 35

Let’s add header and footer elements that will display information about the order.

Header

Drag the Text Box item from the Toolbox into the center of the header area.

Dropping a text box element onto the report header area.

Double-click on the text box and type in “Order #[OrderID]”. The bracketed statement will automatically be replaced by an expression that evaluates as the OrderID of the first order detail at run-time.

Updating the text of the text box.

Select all the text. On the toolbar, set the Font Size to “20”. Make the text bold and underlined. Using the handles on the textbox, expand the box so that all the text is visible on one line.

Expanding the size of the text box to fit the text.

Drag two more Text Box elements onto the left side of the header. Insert the following text:

Text
Customer:
[OrderCustomerCompanyName]

Bold the text in the first box, and expand the second text box.

Adding a pair of text boxes to display a field.

Configure a few more text boxes shown next.

Employee: [OrderEmployeeLastName]
Order Date: [OrderOrderDate]
Required Date: [OrderRequiredDate]
Shipped Date: [OrderShippedDate]

This is how the header may look in the report designer.

Five fields on the left side of the header area of the report.

Create five more pairs of text boxes in the next column.

Address: [OrderShipAddress]
City: [OrderShipCity]
Region: [OrderShipRegion]
Postal Code: [OrderShipPostalCode]
Country: [OrderShipCountry]

For reference, see the next picture.

Five fields on the right side of the header for the report.

Footer

Insert the following text box pairs in the left side of the footer area:

Ship Name: [OrderShipName]
Ship Via: [OrderShipViaCompanyName]

Two fields on the left side of the report footer.

On the right side of the footer, add placeholders for Subtotal, Freight, and Total.

Subtotal:  
Freight: [OrderFreight]
Total:  

The footer will look as in the following screenshot:

Three fields on the right side of the report footer.

The Subtotal and Total fields need to be calculated. Right-click on the text box to the right of “Subtotal”, and press Expression.

'Expression' context menu option for a text box.

Specify the following expression:

Property Value
Expression
=Sum(Fields!ExtendedPrice.Value, "OrderDetails")

Press OK to insert the expression into the text box.

Right-click on the text box next to “Total”, and press Expression. Specify the following expression:

Property Value
Expression
=Sum(Fields!ExtendedPrice.Value, "OrderDetails") + First(Fields!OrderFreight.Value, "OrderDetails")

Press OK to save.

Completed Order Report rldc file.

The last step is to perform some minor changes to the rendering of data.
Saturday, December 15, 2012PrintSubscribe
Order Form Sample–Part 33

Let’s prepare the report template for customization.

On the Project Designer toolbar, press Develop to open the project in Visual Studio.

In the Solution Explorer, double-click on ~\Reports\OrderDetails_report1.rdlc file.

Custom report template RDLC file selected in the Solution Explorer.

The default report template includes all the fields present in the view.

Default order report template.

Let’s start over with a clean slate. Press Ctrl+A keyboard shortcut to select all elements in the report. Right-click and press Delete.

Deleting all default elements from the report template.

The report implementation strategy requires either filtering or grouping of data.

Strategy Description
Simple Filtered Report This template requires data filtering for accurate presentation of data. It is easier to implement.
Report with Multi-Level Grouping This template groups order details first by CustomerID, and then by OrderID. The data does not have to be pre-filtered for accurate presentation. The report customization is more complex.