Sunday, September 1, 2013

SSRS - How to implement Document Map in the report

1.     Background

The purpose of this article is to describe a way of implementing document map in the report.

2.     What is Document Map?

·          Document Map is an object that works likes a book index that helps us to find a particular topic in the book. Same way, Document Map provides navigational links to report items in a rendered report.
·         We can see Document Map in the separate side pane next to the report.
·         A user can click links in the document map to jump to the report page that displays that item.
·         Once we click on any item in the Document Map, It refreshes the report and displays the area of the report that corresponds to the item in the document map.
·         Document Map is very useful when we have a large report with some Groups and we can utilize any group for Document Map. In this way, Document Map contains all the Grouping items and based on that we can easily find their corresponding detail data also.
Fig. showing Document Map having Fiscal Years

3.     Step by Step procedure to implement Document Map in the report:

·         Below is the sample report in which we will implement Document Map. This report is having Page Break with Fiscal Year Group so Report will show data in each page for a particular year only :

·         For creating the Document Map, go to the Row Grouping in Grouping Pane then click on Fiscal Year Group and go to the grouping properties:

·         It will open the Group properties, Go to the Advance and Select Fiscal Year in the document.

Click ok.
·         Now preview the report and see whether Document Map appears in the report sid area or not:

·         Now click on some Year (e.g.2010) and see whether report jumps to particular item or not.
·         Now click on some other Year (e.g 2008) and see whether report jumps to items that belongs to 2008 year:
It means Document Map has been implemented successfully and working fine.

4.     Conclusion
By using the above steps, we can implement Document Map in the report.

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