Skip to main content
Windward

Creating Reports with Drill Down - XML Data Source

autotag-wiki-logo.pngThe Drill Down Tag and B.I. Mode are DEPRECATED as of version 13.

Overview

Drill Down is a feature that creates links in your report that link to a sub-report on each value inside the drill down tag.

Video

Instructions

Creating the Base Template

  1. Watch the video Creating Templates for AdHoc Query for an XML Datasource.

Creating a Sub-Report Template

  1. Watch the video Creating Sub-Report Templates for drill down for an SQL Datasource.

Adding the DrillDown Tag

  1. In the Product Information table in the report template, add a space before the ProductName Out tag.
  2. Go back one space so that the out tag is no longer selected, and click the Tag Builder.
  3. Select Drilldown, and click the Select tab.
  4. Click value, then click browse.
  5. Browse to the location of your product sales inner file, select it, and click Open.
  6. Under nickname, type “[product drill].”
  7. Under Variables, click the more button.
  8. Click the dropdown menu, and expand var1. Select ProductName, and click OK.
  9. Click Save Tag.
  10. Click after the ProductName tag in the table and add a space.
  11. Click tags, End DrillDown tag.
  12. Save the file.

Entering B.I. Mode and Running a Query

  1. In the AutoTag Designer tab, click Go to AutoTag.
  2. In the AutoTag BI menu, click the dropdown for the product variable.
  3. Click Filters, Text Filters, Begins With.
  4. In the upper right field, type “C”.
  5. Click OK.
  6. Click the dropdown for the employee variable.
  7. Click Select Items, and select a few employees by ID.
  8. Click OK.
  9. In the AutoTag tab, click Run Query.

Viewing your Sub-Report

  1. Hold control and click one of the product names.
    Note: You must hold control because of Microsoft Word settings.

    Note: Axes can be formatted in either the inner template file or in the output report