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A Tablix
report item is a data region similar to Excel Pivot Tables. The tablix condenses bound data records into groups and arranges unique values of these groups, known as Group Instances
, in horizontal(Column Groups
) and vertical(Row Groups
) directions. The intersection of a Row and Column Group displays one or more summary values. For example, in the report output from the Get Started With Summary Reports walkthrough, Row Groups
display store names, Column Groups
display years and their intersections show the Net Sales
for each store in each year.
In addition, the Tablix
can sort and filter the data based on pre-defined conditions or user input.
You can add a Tablix
into a report by either double-click the corresponding item in the toolbox or drag-and-drop it to a report page area.
Expand to watch adding the Tablix in action
If you set up the Data Binding, which we recommend beginning any report creation with, then after adding a new tablix, it displays the dialog, known as Tablix Wizard
that allows you to instantly configure Row Groups
, Column Groups
, Summary Values
, and various layout options.
The wizard dialog displays available data sets on its left side. You can drag-and-drop fields from one of these data sets into the Row Groups
, Column Groups
, and Values
areas.
The Filters
button located on the right side of the Layout Options
area allows you to add conditions under which the tablix will filter the displayed data.
Unique values of Rows
and Columns
fields generate row and column Group Instances
, respectively. You can filter and sort group instances and apply formatting to their values using the corresponding drop-down buttons on a field name's right side. The Swap
button exchanges row groups for column groups.
You can add more than one field into Row and Column groups creating hierarchical structures. For instance, the Drill-down Tablix has the following configuration.
Consequently, the report output displays the Year
rows expandable into the Month
sub rows.
The fields in the Values
area determine the summary values displayed in row and column group instances intersections. You can specify the aggregate function, such as Sum
, Count
, or Average
, and the formatting of a summary value using buttons on the right side of its name. In addition, the Display As
drop-down allows you to specify an advanced formula of the summary value. Supported values are:
% Grand Total
- displays a value as a percentage of its grand total.
% of Row Group Total
- displays a value as a percentage of its row group total.
% of Parent Row Group Total
- displays a value as a percentage of its parent row group total.
% of Column Group Total
- displays a value as a percentage of its column group total.
% of Parent Row Group Total
- displays a value as a percentage of its parent column group total.
Multiple summary values can arrange horizontally, the default option, or vertically, which can be achieved by turning on the As Rows
switch.
For instance, the Tablix with Multiple Values has two summary values to display sales channels' contribution to the sales of product categories using the absolute value and the percentage share. To achieve that, we added the SalesAmount
in the Values
area twice, set the Sum
aggregate function for both of them, set the Currency
formatting for the second value, and then selected the % of Column Group Total
in the first value's Display As
drop-down.
The Totals
tab in the Layout Options
section lets you quickly set up the appearance of Grand Totals
and Subtotals
for column and row groups:
The Totals For Row Groups
checkbox inserts the additional Row
at the beginning or the end all the Row Group Instances
that shows the Grand Total
for each instance of the innermost Column Group
.
The Subtotal For Row Groups
checkbox inserts the additional Row
at the beginning or the end each instance of the outermost Row Group
that shows the SubTotal
for each instance of the innermost Column Group
. This option is only applicable in the case of row group hierarchy.
The Totals For Column Groups
checkbox inserts the additional Column
at the beginning or the end all the Column Group Instances
that shows the Grand Total
for each instance of the innermost Row Group
.
The Subtotal For Column Groups
checkbox inserts the additional Column
at the beginning or the end each instance of the outermost Column Group
that shows the SubTotal
for each instance of the innermost Row Group
. This option is only applicable in the case of column group hierarchy.
The Show Totals Before Groups
checkbox determine the placement of Grand Totals
and Subtotals
for those above options.
The Organization
tab in the Layout Options
section lets you configure the interactive features of a tablix.
The Expand/Collapse Groups
checkbox enables the drill-down functionality of hierarchical row and column groups. For example, the Drill-Down Tablix uses this option to create drill-down grouping by Year and Month.
The Collpased Groups
checkbox determines whether a drill-down row or column group should initially hide inner group instances.
The Stepped Row Groups
checkbox determines the layout of row groups hierarchy. By default, each row group prints in a separate column. The stepped layout prints all row groups in a single column applying padding to nested group instances. The Drill-Down Tablix uses this option.
In most cases, after you finished the initial configuration of a tablix and closed the Wizard Dialog, you can re-open it later to adjust the settings. However, for advanced scenarios the Wizard can't handle the tablix structure and displays the corresponding warning.
Once you closed the Wizard Dialog, the tablix configuration can be set up using the designer. The following diagram depicts the default structure of the Tablix Designer
that appears if you click anywhere inside its bounding box.
You can use one of two methods to load the general tablix configuration into the Properties panel
Select the Tablix
item in the report explorer.
Click the Root handler
in the tablix designer.
The general configuration includes Base Report Item properties, Common Style Properties, Data Region properties, Visibility, Page Break, and the following specific properties.
The Layout Direction
property determines the direction of column groups:
Ltr
: Columns groups start at the left and progress to the right.
Rtl
: Columns groups start at the right and progress to the left.
The Groups Before Row Headers
number indicates how many columns should be printed before row groups appear. Try setting this property to 2
for the Tablix With Multiple Values to see its effect.
Column groups of a tablix could span multiple pages horizontally. If that's the case, the Repeat Row Headers
flag indicates whether a Tablix
should print row groups on each page.
Row groups of a tablix could span multiple pages vertically. If that's the case, the Repeat Column Headers
flag indicates whether a Tablix
should print column groups on each page.
The New Section
flag indicates whether a Tablix
has its page numbering. Check the Global References documentation for more information.
The Keep together
flag determines whether a Tablix
always appears on a single page if it fits.
The Frozen Rows
and Frozen Columns
numeric properties indicate how many rows and columns should remain visible when a report reader scrolls a tablix that does not fit into a visible area of the Report Viewer component.
A Tablix Corner
is located in the upper-left corner, or upper-right corner if a tablix has the Layout Direction
is set to Rtl
.
The layout direction applies at preview-time only, though.
This area is automatically expanded horizontally or vertically when you add new column or row groups. You can merge cells inside the tablix corner and insert a data visualizer such as a TextBox or Image.
To merge cells, select them holding the Ctrl
button on Windows or Cmd
on Mac OS, then right-click the selection and choose the Cells > Merge Cells
item in the context menu.
A Row
is a horizontal group of Cells
within a Tablix
. If you left-click a row handler, it automatically selects all the report items in the row's cells and the Properties panel
shows two tabs. The Row
tab exposes the Height
in Length units that determines the initial height of tablix cells within a row. However, cells can grow or shrink in height at preview-time. Check the CanGrow
and CanShrink
properties of a TextBox report item for more information.
The additional tab lets you modify the properties of all the row's report items simultaneously. In the most common scenario, the extra tab is called TEXTBOX
and changes all the row's textboxes' properties.
A Column
is a vertical group of Cells
within a Tablix
. If you left-click a column handler, it automatically selects all the report items in the column's cells and the Properties panel
shows two tabs. The Column
tab exposes the Width
in Length units that determines the width of tablix cells within a column.
The additional tab lets you modify the properties of all the column's report items simultaneously. In the most common scenario, the extra tab is called TEXTBOX
and changes all the column's textboxes' properties.
The tablix designer marks row and column groups with square brackets. If you click the cell on the right side or underneath a square bracket, the properties panel loads the configuration of the corresponding row or column group in the Tablix Member
tab.
The Enabled
flag is on by default for row and column groups. You can switch it off to make a column or row group print only once per tablix. It could be useful for layouts similar to the Tablix with Static Columns
The Name
is the group Id
displayed in the Group Editor.
The Group Expressions
is the collection of bound field references or more advanced expressions. Unique values of group expressions generate Group Instances
.
The Label
expression determines the text of a group instance link in the Report Map.
The Filters Editor of a group allows you to filter out certain group instances. For example, if we want to exclude the Online
sales channel from the Tablix with Multiple Value output, we can add the following filter for the SalesChannel
group.
The Keep together
flag ensures that the group instance always appears on a single page if it fits.
The Page Break
property determines the location of page breaks generated by group instances.
None
- no page breaks are generated.
Start
- each group instance inserts the page break before printing its content.
End
- each group instance inserts the page break after printing its content.
StartAndEnd
- the combination of the Start
and End
options.
Between
- each group instance starts on the new page.
The Page Break Disabled
expression allows you to conditionally prevent page breaks from being inserted by the aforementioned property.
The Visibility property determines static or dynamic visibility of group instances. The Drill-Down Tablix sets the dynamic visibility of the SalesMonth
group to implement the drill-down interactivity.
The New Section
flag determines whether each group instance has its page numbering. Check the Global References documentation for more information.
The Sort Expressions
property of a row or column group is the collection of items that allows you to sort group instances. Each item consists of the expression and the sort direction. For instance, the Group_SalesYear
row group in the Advanced Tablix, group has the {SalesYear}
sort expression and ascending order. Consequently, years appear chronologically at preview time.
Initially, a tablix group consists of the single cell on the intersection of a row and column. You can add new columns and rows inside or outside a group. In the former scenario, newly added cells repeat once per group instance
. In the latter, they repeat once per group
.
For example, to add column headers into the Tablix with Multiple Values we could take the following steps.
Right-click the {ProductCategory}
cell enclosed with the square bracket on the top.
Select the Row -> Insert Row Inside a Group - Below
item in the context menu.
Set the padding, border, and text alignment for the newly added cell.
Right-click the newly added cell and select the Cells->Split Cells
item in the context menu.
Set the %%%
and $$$
text for the textboxes of newly created cells.
As a result, the output looks like this:
Row and Columns groups can be arranged hierarchically. For example, in the Tablix with Static Columns, the Group_SalesChannel
row group has the child Group_ProductCategory
group.
Also, groups can be adjacent as the Group_SalesYear
and Group_SalesChannel
row groups in the Advanced Tablix.
To insert a child, parent, or adjacent group right click the cell on the right side or underneath a square bracket in the tablix designer and select the corresponding item in the Row Group
or Column Group
menu.
The same menu allows you to delete or disable a group.
Alternatively, you can use the Group Editor to insert remove, disable groups or load their configuration into the properties panel. The group editor displays the hierarchy of items known as tablix members
. Row and Column groups are marked with square brackets. Other items in the hierarchy marked with vertical lines are static tablix members
and they point to cells that contain a static text or total values.
For example, here is the tablix members structure of the Advanced Tablix
In most cases, static tablix members are TextBoxes that you can modify by left-clicking inside the containing tablix cell. The Properties panel displays the TextBox
and Tablix Members
tabs. You can use the latter to modify the following properties.
The Enabled
flag is off for static members and on for dynamic members.
The Repeat on New Page
flags determines whether a static member prints on each page taken by the tablix content.
The Keep together
flag ensures that the static member always appears on a single page if it fits.
The Visibility property determines static or dynamic visibility of the static member.
A tablix could display two types of totals.
The Grand Total
appears at the beginning or at the end all the group instances. For example, the Advanced Tablix displays the grand total of columns in the last three rows.
The Subtotal
appears at the beginning or at the end of each group instance. For example, the Tablix with Static Columns prints the subtotal for each SalesChannel
.
To insert a total row or column in both scenarios, right click the cell on the right side or underneath a square bracket in the tablix designer and select the Total->Add Total Before
or Total->Add Total After
menu item. If a group does not have the parent, then the grand total will be inserted. Otherwise, the subtotal for the parent group will be created.
To insert additional totals, you can add rows and columns as described in the group layout section and set summary expressions for the newly added cells.