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V26.1
  • Specify Data Source Settings (Database)

    • 2 minutes to read

    This page appears if you selected Database on the previous page.

    Web Report Wizard - Specify Data Source Settings for Database

    Choose a Data Connection

    Select a data connection from the list:

    Web Report Wizard - Select an Existing Data Source

    For information on how to register data connections in your application, refer to the following help topics:

    Choose Queries

    Select tables, views, or stored procedures to include them in a data source as separate queries.

    Web Report Wizard - Choose Queries for Data Source

    Check specific data fields if needed:

    Web Report Wizard - Select Specific Fields

    To join multiple data tables and shape the data, click the Queries category plus button. You can now create queries in the invoked Query Builder:

    Web Report Wizard - Invoked Query Builder

    If you enabled custom SQL queries, the plus button opens a context menu. You can choose to run the Query Builder or Custom SQL Editor.

    Web Report Wizard -- Add new Queries

    Important

    Enable custom SQL queries only if you trust your users and environment. Make sure that you provide secure query validation to protect your database. See General Security Considerations for more information.

    Click the Edit button (The Edit icon) to customize a query. Click the Delete button (The Delete icon) to remove a query.

    When you click Finish and close the wizard, the data source appears under the Data Sources node in the Report Explorer. The Field List shows the data source structure.

    Web Report Wizard  - Field List

    Configure Master-Detail Relationships

    This step appears if you select two or more queries.

    To create a master-detail relationship, click the master table’s plus button. Next, select the detail table in the list and connect the key fields.

    Web Report Wizard - Configure Master-Detail Relationship

    After the wizard is completed, the Field List shows the master-detail hierarchy.

    Web Report Designer - Field List

    Configure Query Parameters

    This step appears if you select a parameterized stored procedure or create a custom query.

    Select a query and click the plus button to add a new parameter.

    Web Report Wizard -- Configure Query Parameters

    Click the Edit button (The Edit Icon) to customize the parameter. Click the Delete button (The Delete Icon) to remove it.

    Use the following approaches to specify a parameter value:

    • Assign a static value

      Select the query parameter type from the Type drop-down list. Specify a value that matches the selected type.

      Web Report Wizard -- Assign a Static Value to a Query Parameter

    • Provide a dynamic parameter value

      Set Type to Expression and specify the Result Type. Click the Value ellipsis button to construct an expression in the invoked Expression Editor.

      Web Report Wizard - Bind Query Parameter to Report Parameter

      If you design the report in the wizard, you can map a query parameter to an existing report parameter. Use the ?parameterName syntax.

      Web Report Wizard - Bind Query Parameter to Report Parameter

      For more scenarios with query parameters, refer to the following topic: Specify Query Parameters.