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Report Designer Updates
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/add-extra-information/add-watermarks-to-a-report.md

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@@ -27,6 +27,9 @@ To add a watermark to a report, do the following.
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Additionally, for both textual and picture watermarks, you can adjust the transparency, position (in front of or behind the document content), and the page range in which the watermark will be printed.
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> [!NOTE]
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> The **Transparency** property is unavailable when you specify an SVG image.
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## <a name="preprintedform"></a>Supply a Preprinted Form
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You can use a picture watermark as a template, to display an image of the preprinted form on the report's body at design time.
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/add-navigation/add-bookmarks-and-a-document-map.md

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Use the following steps to generate a Document Map in your grouped report:
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1. Select the label placed in the **Group Header** band and switch to the [Property Grid](..\report-designer-tools\ui-panels\property-grid.md)'s **Miscellaneous** tab. Click the **Bookmark** property's marker and select the **Bookmark Expression** item. In the invoked **Expression Editor**, select the **CategoryName** data field.
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1. Select the label placed in the **Group Header** band and switch to the [Property Grid](..\report-designer-tools\ui-panels\property-grid-tabbed-view.md)'s **Miscellaneous** tab. Click the **Bookmark** property's marker and select the **Bookmark Expression** item. In the invoked **Expression Editor**, select the **CategoryName** data field.
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![eurd-win-addbookmark-set-bookmark-for-group](../../../../images/eurd-win-addbookmark-set-bookmark-for-group.png)
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-database.md

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@@ -45,7 +45,7 @@ This tutorial demonstrates how to bind a report to a hierarchical data source an
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>
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> Although it is also possible to join different tables within a single query, creating hierarchical data sources is preferred in most cases to provide better performance (in general, master-detail reports are generated faster than similar-looking reports created by grouping "flat" data sources).
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Click **Finish** to complete the **Data Source Wizard**. If the selected queries or stored procedures contain any [parameters](../shape-report-data/use-report-parameters/use-query-parameters.md), you can go to the [next wizard page](../report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md) and define their values.
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Click **Finish** to complete the **Data Source Wizard**. If the selected queries or stored procedures contain any [parameters](../shape-report-data/use-report-parameters/query-parameters.md), you can go to the [next wizard page](../report-designer-tools/data-source-wizard/connect-to-a-database/configure-query-parameters.md) and define their values.
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The newly created SQL data source will be displayed in the **Components** node of the [Report Explorer](../report-designer-tools/ui-panels/report-explorer.md). Additionally, the hierarchy of the data source will be reflected by the [Field List](../report-designer-tools/ui-panels/field-list.md). In both panels, you can right-click the data source to access its settings.
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-a-report-to-a-stored-procedure.md

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6. On the next page, you can choose which tables, views and/or stored procedures to add to the report. Expand the **Stored Procedures** category, select the required stored procedure from the list of available stored procedures and click **Next**.
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![](../../../../images/eurd-win-data-source-wizard-select-stored-procedure.png)
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7. Then, the wizard generates query parameters for each stored procedure parameter. The next wizard page presents the generated query parameters. You can assign a static value or an expression to a parameter. In addition, you can map a report parameter to a query parameter. This is helpful when you specify parameter values in the report's Preview. For details on how to configure query parameters, refer to the [Use Query Parameters](../shape-report-data/use-report-parameters/use-query-parameters.md) topic.
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7. Then, the wizard generates query parameters for each stored procedure parameter. The next wizard page presents the generated query parameters. You can assign a static value or an expression to a parameter. In addition, you can map a report parameter to a query parameter. This is helpful when you specify parameter values in the report's Preview. For details on how to configure query parameters, refer to the [Use Query Parameters](../shape-report-data/use-report-parameters/query-parameters.md) topic.
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Click the **Preview** button and select a query to preview the result of the stored procedure execution with the specified parameters.
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/bind-controls-to-data-data-bindings.md

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## Use the Property Grid
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In the [Property Grid](../report-designer-tools/ui-panels/property-grid.md), expand the (Data Bindings) category and specify a data field for a required property (for instance, Text).
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In the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md), expand the (Data Bindings) category and specify a data field for a required property (for instance, Text).
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![](../../../../images/eurd-win-property-grid-text-data-binding.png)
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/bind-to-data/data-binding-modes.md

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|---|---|
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| ![](../../../../images/eurd-win-smart-tag-expression-binding.png) | ![](../../../../images/eurd-win-smart-tag-data-binding.png) |
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* You can select a report control and bind it to data in the [Property Grid](../report-designer-tools/ui-panels/property-grid.md).
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* You can select a report control and bind it to data in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md).
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<table><tr><th><p>Expression Bindings</p>
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</th><th><p>Data Bindings</p>

interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-measurement-units.md

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![](../../../../images/eurd-win-measure-units-in-smart-tag.png)
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... or in the [Property Grid](../report-designer-tools/ui-panels/property-grid.md)'s **Behavior** tab.
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... or in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Behavior** tab.
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![](../../../../images/eurd-win-measure-units-in-property-grid.png)
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/configure-design-settings/change-a-report-page-settings.md

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## Use Settings of the Default Printer
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For the orientation and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. In this instance, the page properties in the [Property Grid](../report-designer-tools/ui-panels/property-grid.md) are disabled and displayed as grayed out. This may be useful when the report is printed in several places with different printers and printer settings.
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For the orientation and paper size, you can specify a requirement that applies the corresponding printer settings instead of the report's. In this instance, the page properties in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md) are disabled and displayed as grayed out. This may be useful when the report is printed in several places with different printers and printer settings.
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![](../../../../images/eurd-win-using-settings-of-default-printer.png)
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## Specify the Report's Page Settings
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While designing the report, you can specify the report's page settings in the [Property Grid](../report-designer-tools/ui-panels/property-grid.md)'s **Miscellaneous** tab:
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While designing the report, you can specify the report's page settings in the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md)'s **Miscellaneous** tab:
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![](../../../../images/eurd-win-specify-report-page-settings.png)
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interface-elements-for-desktop/articles/report-designer/report-designer-for-winforms/create-popular-reports.md

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* [Create Labels and Badges](create-popular-reports/create-labels-and-badges.md)
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* [Create a Multi-Column Report](create-popular-reports/create-a-multi-column-report.md)
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* [Create a Report with Cross-Band Content and Populated Empty Space](create-popular-reports/create-a-report-with-cross-band-content-and-populated-empty-space.md)
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The following tutorial illustrates interactive report features:
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>
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> See [Use Report Parameters](shape-report-data/use-report-parameters.md) to learn how to customize reports by submitting parameter values in Print Preview.
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The following tutorial explains how to use the Pivot Grid control in your reports:
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The following tutorials explain how to use the Cross Tab control in your reports:
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* [Create a Cross-Tab Report](create-popular-reports/create-a-cross-tab-report.md)
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> [!Note]
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> See the [Use Charts and Pivot Grids](use-report-elements/use-charts-and-pivot-grids.md) documentation section to learn more about using Pivot Grids and Charts in your reports.
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* [Create a Balance Sheet](create-popular-reports/create-a-balance-sheet.md)
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---
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title: Create a Balance Sheet
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author: Anna Gubareva
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---
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# Create a Balance Sheet
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This tutorial describes how to use the Cross Tab control to create a **Balance Sheet** report.
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![](../../../../images/eurd-win-balance-sheet-report.png)
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> [!Tip]
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> This tutorial shows how to configure a Cross Tab using the [Report Wizard](../report-designer-tools/report-wizard.md). See [Create a Cross-Tab Report](create-a-cross-tab-report.md) for information on how to use the Cross-Tab Report Wizard.
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## Add a Cross Tab and Bind It to Data
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1. Invoke the Report Wizard and [add a blank report](../add-new-reports.md) to your application.
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1. Drop the Cross Tab control from the Toolbox onto the report's [Detail band](../introduction-to-banded-reports.md).
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![](../../../../images/eurd-win-balance-sheet-drop-cross-tab-from-toolbox.png)
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3. Click the Cross Tab's smart tag, expand the **Data Source** property's drop-down menu and click **Add New Data Source**.
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![](../../../../images/eurd-win-balance-sheet-cross-tab-add-data-source.png)
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4. Use the invoked [Data Source Wizard](../report-designer-tools/data-source-wizard.md) to bind the Cross Tab to a data source.
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Click **Finish** to complete the Data Source Wizard and assign the created data source to the Cross Tab.
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![](../../../../images/eurd-win-balance-sheet-cross-tab-data-source.png)
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The data source structure becomes available in the [Field List](../report-designer-tools/ui-panels/field-list.md).
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![](../../../../images/eurd-win-balance-sheet-field-list.png)
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> [!Note]
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> Ensure that the report's **Data Source** property is not set if you place a Cross Tab into the [Detail band](../introduction-to-banded-reports.md). Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source.
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## Define the Cross Tab Layout
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1. Drop data fields from the Field List onto the Cross Tab's areas to define the Cross Tab's rows, columns, and data.
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A row is added to the bottom of the Cross Tab to display grand total values calculated against the added row or column header.
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![](../../../../images/eurd-win-balance-sheet-drop-type.gif)
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Drop nested row headers next to the parent header cells to create a hierarchy.
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![](../../../../images/eurd-win-balance-sheet-drop-subtype.gif)
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Switch to Print Preview to see the Cross Tab populated with data.
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![](../../../../images/eurd-win-balance-sheet-layout-preview.png)
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## Specify Group Settings
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As you can see in the image above, the Cross Tab displays data for individual days.
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Select the column header cell and click its smart tag. Set the **Group Interval** property to group data.
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![](../../../../images/eurd-win-balance-sheet-date-group-interval.png)
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![](../../../../images/eurd-win-balance-sheet-date-group-interval-preview.png)
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## Specify Layout Options
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1. The Cross Tab control stacks row headers horizontally. You can change the view so that parent values span the entire row header panel width.
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Select the Cross Tab and switch to the [Property Grid](../report-designer-tools/ui-panels/property-grid-tabbed-view.md). Expand the **Layout Options** group and enable the **Hierarchical Row Layout** property.
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![](../../../../images/eurd-win-balance-sheet-hierarchical-row-layout.png)
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2. Set the **Corner Header Display Mode** property to **None** to merge cells in the top-left corner into a single empty cell.
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![](../../../../images/eurd-win-balance-sheet-corner-header-display-mode.png)
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Switch to Print Preview to see the result.
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![](../../../../images/eurd-win-balance-sheet-layout-options-preview.png)
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## Hide Grand Totals
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1. Select the bottom right cell and click its smart tag. Disable the **Row Visible** and **Column Visible** properties to hide the row and column that display grand total values. Invisible cells are filled with a hatch brush.
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![](../../../../images/eurd-win-balance-sheet-row-column-visible.png)
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2. Resize the Cross Tab. You can also resize individual rows and columns.
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![](../../../../images/eurd-win-balance-sheet-adjust-control-size.png)
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The Cross Tab control no longer displays grand total values.
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![](../../../../images/eurd-win-balance-sheet-hidden-grand-totals-preview.png)
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## Sort and Format Data
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1. Select the row sub-header cell and change its sort order. The Cross Tab sorts row and column field values in ascending order. Set the **Sort Order** property to **None** to restore the original data source order.
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![](../../../../images/eurd-win-balance-sheet-sort-order.png)
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2. Format the data. Hold down SHIFT or CTRL and select cells. Specify the cells' **Text Format String** property.
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![](../../../../images/eurd-win-balance-sheet-text-format-string.png)
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![](../../../../images/eurd-win-balance-sheet-sort-format-options-preview.png)
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## Customize Appearance
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1. Select the Cross Tab, switch to the **Properties** window and expand the **Styles** property. Use the **General Style** property to specify common appearance settings that apply to all Cross Tab cells. Set the following properties:
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* **Background Color** to **White**
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* **Border Color** to **SlateGray**
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* **Font** to **Tahoma 8.25**
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* **Foreground Color** to **SlateGray**
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![](../../../../images/eurd-win-balance-sheet-general-style.png)
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2. Expand the **Header Area Style** property and do the following:
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* reset the **Background Color** property value to inherit the color from the general style;
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* set the **Foreground Color** property to **MidnightBlue** to override the general foreground color;
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* set the **Font** property to **Tahoma 8.25** to override the general font.
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![](../../../../images/eurd-win-balance-sheet-header-area-style.png)
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3. Expand the **Total Area Style** property and set the following properties to override general settings:
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* **Font** to **Tahoma 8.25 Bold**
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* **Foreground Color** to **MidnightBlue**
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![](../../../../images/eurd-win-balance-sheet-total-area-style.png)
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4. Select the row sub-header cell and set the following appearance properties:
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* **Foreground Color** to **SlateGray**
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* **Font** to **Tahoma 8.25**
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These values apply to the selected cell only and override values specified for the entire header area.
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![](../../../../images/eurd-win-balance-sheet-cell-appearance-settings.png)
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![](../../../../images/eurd-win-balance-sheet-styles-preview.png)
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5. Select the cells in the top row and in the rows with total values. Set the **Borders** property to **Bottom** and **Border Width** property to **2**.
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![](../../../../images/eurd-win-balance-sheet-add-borders.png)
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6. Select the cells you did not customize in the previous step and set the **Borders** property to **None**.
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![](../../../../images/eurd-win-balance-sheet-remove-borders.png)
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7. Select the cells in the top row and set the **Background Color** property to **LightSteelBlue**.
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![](../../../../images/eurd-win-balance-sheet-back-color-for-top-row.png)
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8. Select the row sub-header cell and the next cell in the data area. Set their **Background Color** property to **AliceBlue**.
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![](../../../../images/eurd-win-balance-sheet-back-color-for-rows.png)
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![](../../../../images/eurd-win-balance-sheet-appearance-preview.png)
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## Apply Odd and Even Row Styles
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Use the **GroupRowIndex** variable in [expressions](../use-expressions.md) to identify odd and even rows.
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Select the row sub-header cell and the next cell in the data area. Go to the **Properties** window and open the **Expressions** tab. Click the **Background Color** property's marker, select **Background Color Expression** and specify the following expression:
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_iif([Arguments.GroupRowIndex] % 2 == 1, Rgb(235, 241, 252), ?)_
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![](../../../../images/eurd-win-balance-sheet-odd-even-expression.png)
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![](../../../../images/eurd-win-balance-sheet-odd-even-preview.png)
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As you can see, the row backgrounds do not start from the page's left border, but have indents. These indents correspond to auxiliary cells in a tree.
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Select these auxiliary cells and disable the **Column Visible** property.
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![](../../../../images/eurd-win-balance-sheet-hide-tree-view-cells.png)
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To add indents to row field values and imitate a tree-like view, set the **Padding** property for the Cross Tab's cells.
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![](../../../../images/eurd-win-balance-sheet-tree-paddings.png)
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![](../../../../images/eurd-win-balance-sheet-final-appearance-preview.png)
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## Add a Report Title
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1. Right-click the report and select **Insert Band / ReportHeader** from the context menu.
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![](../../../../images/eurd-win-balance-sheet-add-report-header.png)
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2. Drop a [Label](../use-report-elements/use-basic-report-controls/label.md) from the Toolbox onto the created Report Header.
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![](../../../../images/eurd-win-balance-sheet-drop-label-onto-report-header.png)
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3. Double-click the label and type the report title. Specify appearance settings.
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![](../../../../images/eurd-win-balance-sheet-title.png)
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Switch to Print Preview to see the final result.
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![](../../../../images/eurd-win-balance-sheet-report.png)

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