How to: Add an Expand/Collapse Action to an Item (Report Builder 3.0 and SSRS)
You can enable a user to interactively expand or collapse report items or, for a table or matrix, expand or collapse rows and columns associated with a group. To allow users to expand or collapse an item, you set the visibility properties for that item. Setting visibility works in an HTML report viewer, and is sometimes called a drilldown action. In report design view, you specify the name of the text box where you want to display the expand and collapse toggle icons. In the rendered report, the text box displays a plus (+) or minus (-) sign in addition to its contents. When the user clicks the toggle, the report display is refreshed to show or hide the report item, based on the current visibility settings for items in the report.
Typically, visibility toggles are used to initially display only summary data and to enable the user to click the plus sign to show detail data. For example, you can initially hide a table that displays values for a chart, or hide child groups for a table with nested row or column groups, as in a drilldown report.
Note
You can create and modify report definitions (.rdl) in Report Builder 3.0 and in Report Designer in Business Intelligence Development Studio. Each authoring environment provides different ways to create, open, and save reports and related items. For more information, see Designing Reports in Report Designer and Report Builder 3.0 (SSRS) on the Web at microsoft.com.
In Report Builder, the easiest way to add the plus and minus toggle icons to a table or matrix is to create the table or matrix by using the Table or Matrix Wizard.
To use the Table or Matrix Wizard to add toggle icons to a table or matrix group
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Note
The Table or Matrix Wizard is only available in Report Builder 3.0.
In report design view, on the Insert tab, click Table or Matrix and point to Table Wizard or Matrix Wizard.
Follow the directions in the wizard.
On the Choose the layout page of the wizard, select the Expand/collapse groups check box.
When you have finished with the wizard, your table or matrix will have expand and collapse icons.
To add expand and collapse icons to of a table, matrix, or list group
In report design view, click the table or matrix to select it. The Grouping pane displays the row and column groups.
Right-click anywhere in the title bar of the Grouping pane, and then click Advanced. The Grouping pane mode toggles to show the underlying display structure for rows and columns on the design surface.
In the appropriate group pane, click the name of the row group or column group for which you want to hide the associated rows or columns. The group is selected and the Properties pane shows the Tablix Member properties.
Note
If you do not see the Properties pane, from the View tab on the Ribbon, click Properties.
In Hidden, choose one of the following options to set the visibility of this report item the first time you run a report:
Select False to display the report item.
Select True to hide the report item.
Select <Expression> to open the Expression dialog box to create an expression that is evaluated at run time to determine the visibility.
In ToggleItem, from the drop-down box, select the name of a text box to which to add the toggle image.
Note
The text box with the toggle image cannot be the row or column group for which you want to hide the associated rows or columns. It must either be in the same group as the item that is being hidden or in an ancestor group. For example, to toggle visibility of rows associated with a child group, select a text box in a row associated with the parent group.
To test the toggle, run the report and click the text box with the toggle image. The report display refreshes to show row groups and column groups with their toggled visibility.
To toggle the visibility of a report item
In report design view, right-click the report item to show or hide, and then click <report item> Properties. The <report item> Properties dialog box for the report item opens.
Click Visibility.
In When the report is initially run, choose one of the following options to set the visibility of this report item the first time you run a report:
Select Show to display the report item.
Select Hide to hide the report item.
Select Show or hide based on an expression to use an expression evaluated at run time to determine the visibility. Click (fx) to open the Expression dialog box to create an expression.
Note
When you specify an expression for visibility, you are setting the Hidden property of the report item. The expression evaluates to a Boolean value of True to hide the item and False to show the item.
In Display can be toggled by this report item, from the drop-down box, type or select the name of a text box in the report in which to display a toggle image; for example, Textbox1.
Note
The text box that you choose must be in the current or containing scope for this report item (up to and including the report body). For example, to toggle visibility of a chart, select a text box that is in the same containing scope as the chart; for example, the report body or a rectangle. The text box must be in the same container hierarchy or higher.
To test the toggle, run the report and click the text box with the toggle image. The report display refreshes to show report items with their toggled visibility.