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* update reporting

* update dashboards

* update

* update
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ritazakhodyaeva authored Jul 15, 2024
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Expand Up @@ -10,10 +10,10 @@ To connect to an SQL database in the Dashboard Designer, follow the steps below.
1. Click the **New Data Source** button in the **Data Source** ribbon tab.

![DataBinding_NewDataSource](../../../images/img18472.png)
2. On the first page of the invoked **Data Source Wizard** dialog, select **Database** and click **Next**.
2. On the first page of the invoked **Data Source Wizard** dialog, select the required data provider and click **Next**.

![DataSourceWizard_Database](../../../images/img117932.png)
3. On the next page, select the required data provider and specify the required connection parameters.
3. On the next page, specify the required connection parameters.

![DataSourceWizard_MSSQLServer](../../../images/img117934.png)

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Expand Up @@ -11,15 +11,15 @@ This tutorial demonstrates how to bind a report to a hierarchical data source an

![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png)

3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Database** and click **Next** to proceed.

![](../../../../images/eurd-win-data-source-wizard.png)
3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**.

4. The next page allows you to specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**.
![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png)

4. On the next page, select **Microsoft SQL Server** and click **Next** to proceed.

![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png)
![](../../../../images/eurd-win-data-source-wizard.png)

5. On the next page, you can define a custom connection string, or select one of the supported data providers.
5. This page allows you to specify connection string parameters specific to the selected data source provider.

Depending on the data provider selected, it may be necessary to specify additional connection options (such as the authentication type and database name) on this page.
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Expand Up @@ -9,17 +9,17 @@ This tutorial demonstrates how to bind a report to a stored procedure provided b
1. [Create a new report](../add-new-reports.md).
2. Click the report's smart tag. In the invoked actions list, expand the drop-down menu for the **Data Source** property and click **Add New DataSource**.

![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png)

3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Database** and click **Next**.

![](../../../../images/eurd-win-data-source-wizard.png)
![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png)

4. The next page allows you to specify whether you want to use an existing data connection or create a new data connection with custom parameters. Select the first option to create a new connection and click **Next**.
3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), specify whether you want to use an existing data connection or create a new data connection from scratch. Select the first option to create a new connection and click **Next**.

![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png)

5. On the next page, you can define a custom connection string or select from the list of [supported data providers](../report-designer-tools/data-source-wizard/connect-to-a-database/specify-a-connection-string.md). Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.
4. On the next page, select **Microsoft SQL Server** and click **Next** to proceed.

![](../../../../images/eurd-win-data-source-wizard.png)

5. On the next page, configure connection parameters. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.

![](../../../../images/eurd-win-data-source-wizard-connection-settings.png)

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Expand Up @@ -102,7 +102,7 @@ The [Field List](../report-designer-tools/ui-panels/field-list.md) displays the

2. In the invoked **Data Source Wizard**, select **Data Federation** and click **Next**.

![](../../../../images/data-federation-wizard-choose-data-federation.png)
![](../../../../images/eurd-data-federation-wizard.png)

3. On the next page, click **Add Query**.

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Expand Up @@ -14,13 +14,13 @@ This tutorial demonstrates how to bind a report to data stored in an external XM

3. On the first page of the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md), select **Database** and click **Next**.

![](../../../../images/eurd-win-data-source-wizard.png)
![](../../../../images/eurd-win-data-source-wizard-xml.png)

4. The next page allows you to specify whether you want to use an existing data connection or create a new data connection. Select the first option and click **Next**.

![](../../../../images/eurd-win-data-source-wizard-select-new-connection.png)

5. On the next page, specify the data provider (**XML file**) and the path to the database file.
5. On the next page, specify the path to the database file.

![](../../../../images/eurd-win-data-source-wizard-select-xml-file.png)

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Expand Up @@ -21,7 +21,7 @@ This topic describes how to bind a report to JSON data.
![JSON-SelectJSONDataSource](../../../../images/eurd-win-JSON-SelectJSONDataSource.png)

> [!Note]
> The Report Designer's Report Wizard provides the JSON option if the application has a reference to the open-source Newtonsoft.Json library.
> The Report Designer's Report Wizard provides the JSON option if the application has a reference to the open-source Newtonsoft.Json library for .NET Framework projects.

4. The next wizard page allows you to specify a Web Service Endpoint, a filename, or a string with JSON data. In this example, the JSON data is obtained from a [JSON sample data location](https://northwind.now.sh/api/customers).

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Expand Up @@ -25,7 +25,7 @@ Do the following to select an invoice template and configure its settings:

Click **Next** to proceed to the next wizard page.

4. The following page allows you to select a data source's type that provides data to your report. Choose **Database** and click **Next**.
4. The following page allows you to select a data source's type that provides data to your report. Select **Microsoft SQL Server** and click **Next**.

![ReportWizard-SelectDataSourceType](../../../../images/eurd-ReportWizard-SelectDataSourceType.png)

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Expand Up @@ -19,7 +19,7 @@ This tutorial describes how to create a simple invoice report displaying informa

![](../../../../images/eurd-win-report-smart-tag-add-new-data-source.png)

3. On the first page of the invoked **Data Source Wizard**, you can choose the required data source type. Select **Database** and click **Next** to proceed.
3. On the first page of the invoked **Data Source Wizard**, you can choose the required data source type. Select **Microsoft SQL Server** and click **Next**.

![ReportWizard-SelectDataSourceType](../../../../images/eurd-ReportWizard-SelectDataSourceType.png)

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Expand Up @@ -5,6 +5,33 @@ title: Connect to a Database

The topics in this section describe the steps required to connect a report to a database.

![](../../../../../images/eurd-win-data-source-wizard.png)

The following data source types are supported.

* Amazon Redshift
* Firebird
* Google BigQuery
* IBM DB2
* Microsoft Access 2007
* Microsoft Access 97
* Microsoft SQL Server
* Microsoft SQL Server Compact Edition
* MySQL
* Oracle
* Pervasive PSQL
* PostgreSQL
* SAP HANA
* SAP Sybase Advantage
* SAP Sybase ASE
* SAP Sybase SQL Anywhere
* SQLite
* Teradata
* VistaDB
* VistaDB5
* XML file


This task includes the following steps.

* [Select a Data Connection](connect-to-a-database/select-a-data-connection.md)
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Expand Up @@ -4,36 +4,10 @@ author: Mary Sammal
---
# Specify a Connection String

On this page, define a custom connection string or select one of the supported data source types.
This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.

![eurd-win-report-wizard-specify-connection-string](../../../../../../images/eurd-win-report-wizard-specify-connection-string.png)

The following data source types are supported.

* Amazon Redshift
* Firebird
* Google BigQuery
* IBM DB2
* Microsoft Access 2007
* Microsoft Access 97
* Microsoft SQL Server
* Microsoft SQL Server Compact Edition
* MySQL
* Oracle
* Pervasive PSQL
* PostgreSQL
* SAP HANA
* SAP Sybase Advantage
* SAP Sybase ASE
* SAP Sybase SQL Anywhere
* SQLite
* Teradata
* VistaDB
* VistaDB5
* XML file

Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.

Click **Next** to proceed to the next wizard page, depending on whether or not the created connection uses server authentication.
* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not you want to save the user credentials along with the connection string.
* [Create a Query or Select a Stored Procedure](create-a-query-or-select-a-stored-procedure.md) - if server authentication is not required, the page above does not appear, and you will proceed to constructing the query.
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Expand Up @@ -13,4 +13,4 @@ This task includes the following steps:
* [Select Data Fields](connect-to-a-json-data-source/select-data-fields.md)

> [!Note]
> The Report Designer's Data Source Wizard provides the JSON option if the application has a reference to the open-source **Newtonsoft.Json** library.
> The Report Designer's Data Source Wizard provides the JSON option if the application has a reference to the open-source **Newtonsoft.Json** library for .NET Framework projects.
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Expand Up @@ -195,6 +195,30 @@ This topic lists the functions that you can use in an [expression](expressions-o
/* Result: '30,200,150' */
```

* CurrentRowIndexInGroup()

Returns the current row's index within the group.

The following expression adds row indexes in the group:

```CurrentRowIndexInGroup(0) + 1```

* GroupIndex(level)

Locates the parent group row at the specified nesting level and returns that row's index.

The following expression displays indexes of root-level groups:

```GroupIndex(1) + 1```

* NextRowColumnValue(columnName)

Obtains the next row and returns the value from the specified column.

* PrevRowColumnValue(columnName)

Obtains the previous row and returns the value from the specified column.

## String Functions

| Function | Description | Example |
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Expand Up @@ -11,15 +11,18 @@ To bind a report to a database, do the following.
2. Right-click the report and select **Edit...** in the context menu. In the invoked dialog, expand the **Data Source** drop-down and click the **Add New** button.

![EUD_WpfReportDesigner_AddDataSource](../../../../../../images/img123562.png)
3. The first page of the invoked **Data Source Wizard** allows you to specify the data source type. Select **Database** and click **Next** to proceed.

3. On the first page of the invoked **Data Source Wizard**, specify the data connection to be used. If it is absent in the list containing existing connections, select **No, I'd like to specify the connection parameters myself** and click **Next**.

![EUD_WpfReportDesigner_DataSourceWizard_Database](../../../../../../images/img123568.png)
4. On the next page, specify the data connection to be used. If it is absent in the list containing existing connections, select **No, I'd like to specify the connection parameters myself** and click **Next**.
![EUD_WpfReportDesigner_DataSourceWizard_Database_2](../../../../../../images/img123986.png)

4. On the next page, specify the data source type. Select **Microsoft SQL Server** and click **Next** to proceed.

![EUD_WpfReportDesigner_DataSourceWizard_Database_1](../../../../../../images/img123985.png)
5. On the next wizard page, define a custom connection string, or select from the supported data source types. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.
![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../../images/img122896.png)

5. This page allows you to specify connection string parameters specific to the selected data source provider. Depending on the data provider selected, it may be necessary to specify additional connection options (such as authentication type and database name) on this page.

![EUD_WpfReportDesigner_DataSourceWizard_Database_2](../../../../../../images/img123986.png)
![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../../images/img122000.png)

Click **Next** to proceed.
6. If server authentication is required for the selected database type, the next page will prompt you to specify whether or not you want to save the user credentials along with the connection string.
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Expand Up @@ -6,9 +6,36 @@ legacyId: 116226
# Connect to a Database
The topics in this section describe the steps required to connect a report to a database using the [Report Wizard](../../report-wizard.md).

This task includes the following steps.
![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../images/img122896.png)

The following data source types are supported:

* Microsoft SQL Server
* Microsoft Access 97
* Microsoft Access 2007
* Microsoft SQL Server CE
* Oracle
* Amazon Redshift
* Google BigQuery
* Teradata
* Firebird
* IBM DB2
* MySQL
* Pervasive PSQL
* PostgreSQL
* SAP HANA
* SAP Sybase Advantage
* SAP Sybase ASE
* SQLite
* VistaDB
* VistaDB5
* XML file

This task includes the following steps:

* [Select a Data Connection](connect-to-a-database/select-a-data-connection.md)
* [Specify a Connection String](connect-to-a-database/specify-a-connection-string.md)
* [Save the Connection String](connect-to-a-database/save-the-connection-string.md)
* [Customize the Query](connect-to-a-database/customize-the-query.md)
* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md)
* [Configure Query Parameters](connect-to-a-database/configure-query-parameters.md)

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Expand Up @@ -4,33 +4,12 @@ author: Anna Gubareva
legacyId: 116228
---
# Specify a Connection String
On this page, define a custom connection string or select one of the supported data providers.

Select the provider type in the **Provider** drop-down list. Next, specify the connection options required for the selected provider type (e.g., authentication type and database name).
This page allows you to specify connection string parameters specific to the selected data source provider.

![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../../images/img122000.png)
Next, specify the connection options required for the selected provider type (e.g., authentication type and database name).

The following data source types are supported.
* Microsoft SQL Server
* Microsoft Access 97
* Microsoft Access 2007
* Microsoft SQL Server CE
* Oracle
* Amazon Redshift
* Google BigQuery
* Teradata
* Firebird
* IBM DB2
* MySQL
* Pervasive PSQL
* PostgreSQL
* SAP HANA
* SAP Sybase Advantage
* SAP Sybase ASE
* SQLite
* VistaDB
* VistaDB5
* XML file
![WPDDesigner_ReportWizard_SpecifyConnectionString](../../../../../../images/img122000.png)

Click **Next** to proceed to one of the next wizard pages, depending on whether or not the created connection uses server authentication.
* [Save the Connection String](save-the-connection-string.md) - if server authentication is required, this page allows you to specify whether or not to save user credentials along with the connection string.
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Expand Up @@ -4,7 +4,7 @@ author: Anna Gubareva
legacyId: 116231
---
# Select the Data Source Type
This wizard page allows you to select the required data source type.
This wizard page allows you to select the required data source type.

![WPDDesigner_ReportWizard_SelectDataSourceType](../../../../../images/img122896.png)

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Expand Up @@ -16,7 +16,7 @@ The following image illustrates the resulting report with a hierarchical Documen

![](../../../images/eurd-web-addbookmark_result.png)

Use the following steps to generate a Documnet Map in your grouped report.
Use the following steps to generate a Document Map in your grouped report.

1. Select the label placed in the **Group Header** band and switch to the [Expressions](../report-designer-tools/ui-panels/expressions-panel.md) panel. Click the **Bookmark** property's ellipsis button, and in the invoked [Expression Editor](../report-designer-tools/expression-editor.md), select the **CategoryName** data field.

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Expand Up @@ -195,6 +195,30 @@ This topic lists the functions that you can use in an [expression](expressions-o
/* Result: '30,200,150' */
```

* CurrentRowIndexInGroup()

Returns the current row's index within the group.

The following expression adds row indexes in the group:

```CurrentRowIndexInGroup(0) + 1```

* GroupIndex(level)

Locates the parent group row at the specified nesting level and returns that row's index.

The following expression displays indexes of root-level groups:

```GroupIndex(1) + 1```

* NextRowColumnValue(columnName)

Obtains the next row and returns the value from the specified column.

* PrevRowColumnValue(columnName)

Obtains the previous row and returns the value from the specified column.

## String Functions

| Function | Description | Example |
Expand Down

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