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Resolved Hints for drill-down reports?

  1. How-to
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  1. Daniel Vivier
    Daniel Vivier
  2. PowerBuilder
  3. Tuesday, 9 October 2018 15:02 PM UTC

I want to add drill-down report functionality to the reports in my PB 2017 application. I would welcome any hints.

My basic idea is that in summary reports, we would have clickable fields for the amounts that are totals, which if you click them, it replaces the currently displayed report with a detail report of the details making up that total. Then you want a Back button of some sort to take you back to the summary report you came from. I can see how to do most of that, but I'm not sure what to do about indicating that those fields are clickable.

One option would be to use the MouseMove event and when you are hovering over one of those fields, change its appearance to look like a hyperlink (blue text, underlined).

Another option would be to have those fields always look like a hyperlink, except switch them out of that appearance back to regular black text before printing (or saving to PDF).

Any thoughts about these options, or other issues?

Thanks.

  1. DataWindow
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Responses (3)
Daniel Vivier
Daniel Vivier Accepted Answer Pending Moderation
  1. Thursday, 11 October 2018 16:54 PM UTC
  2. PowerBuilder
  3. # 1

One other piece that I found helpful was in the window where I display reports, I put two copies of the DW control for displaying the report, on top of one another. The main report with the summary figures in it is displayed in the first of those. Then if there's a drilldown, I make the first DW invisible and the additional one visible, and display the drilldown report in it. If they then click a Back button I added to the drilldown DW, it just switches the DW Controls again to make the original report visible. 

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David Peace (Powersoft)
David Peace (Powersoft) Accepted Answer Pending Moderation
  1. Thursday, 11 October 2018 15:53 PM UTC
  2. PowerBuilder
  3. # 2

Hi Dan

 

Sorry I was a bit slow to pick this one up.

You could always add a little button next to the value within the field box, you would need to remove these before printing etc so either your solution or a button would work.

Cheers

David

 

Comment
René Ullrich
  1. René Ullrich
  2. Friday, 12 October 2018 05:21 AM UTC
There is a property "Display Buttons - Print" (also for PrintPreview) on Print Specifications TabPage. So there is no need to remove the buttons for printing.
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David Peace (Powersoft)
  1. David Peace (Powersoft)
  2. Friday, 12 October 2018 07:53 AM UTC
All these years and I had never registered that property. You learn something new everyday! Thanks
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mike S
mike S Accepted Answer Pending Moderation
  1. Tuesday, 9 October 2018 21:07 PM UTC
  2. PowerBuilder
  3. # 3

i show hyperlink on mouse over if it can drill down

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Daniel Vivier
  1. Daniel Vivier
  2. Tuesday, 9 October 2018 22:55 PM UTC
Thanks, I ended up deciding to show the drillable fields as hyperlinks immediately on display of the report, and just set them back to normal display before printing or saving to PDF. Many of my users are not very sophisticated so expecting them to figure out the drill-down capability by accidentally hovering the mouse over fields didn't seem sufficient.
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