xtrareports-401303-create-report-types-create-a-balance-sheet.md
This tutorial describes how to use the XRCrossTab control to create a report similar to the Balance Sheet demo.
Tip
This tutorial demonstrates how to configure the Cross Tab control on the Design Surface. See Create a Cross-Tab Report in the Visual Studio Report Designer for information about the Cross-Tab Report Wizard.
Copy the BalanceSheetData.cs / BalanceSheetData.vb file from the C:\Users\Public\Documents\DevExpress Demos 25.2\Components\Reporting\CS\DevExpress.DemoReports\BalanceSheetReport folder to your application. This file contains the BalanceSheetData class declaration.
Build your solution.
Invoke the Report Wizard and add a blank report to your application.
Drop the XRCrossTab control from the Toolbox onto the report’s Detail band.
Click the Cross Tab’s smart tag, expand the DataSource property’s drop-down menu and click Add Report Data Source.
(4.1-4.5) Use the invoked Data Source Wizard to bind the Cross Tab to the BalanceSheetData class that you added above.
Click Finish to complete the Data Source Wizard and assign the created data source to the Cross Tab.
The data source structure becomes available in the Field List.
Note
Ensure that a report’s DataSource property is not set if you place the Cross Tab control in the Detail band. Otherwise, the Cross Tab data is printed as many times as there are rows in the report data source.
Drop the Type data field from the Field List onto the Cross Tab’s Rows area to display field values as row headers.
Drag the SubType data field from the Field List and drop onto the row area next to the cell bound to the Type field.
Drag the Name data field from the Field List and drop onto the row area next to the cell bound to the SubType field.
Drop the Date data field from the Field List onto the Columns area to display field values as column headers.
Drop the Value data field from the Field List onto the Data area.
Switch to Print Preview to see the Cross Tab populated with data.
As you can see in the image above, the Cross Tab displays data for individual days.
Select the Cross Tab cell bound to the Date field and click its smart tag. Set the GroupInterval property to DateYear to group the original data by years.
The Cross Tab arranges three row headers in a single line. You can display them in a tree-like form since they have a hierarchical structure.
Set the CornerHeaderDisplayMode property to None to merge cells in the top left corner and to not display any text.
Switch to Print Preview to see the Cross Tab with tree-like rows and an empty top left corner.
Select the bottom right cell and click its smart tag. Disable the RowVisible and ColumnVisible properties to hide the row and column that display grand total values. Invisible cells are filled with a hatch brush.
Drag the Cross Tab’s handlers to change its size. You can also adjust the size of individual rows and columns.
The Cross Tab control no longer displays grand total values.
Select the cell bound to the Name field and change its sort order. The Cross Tab displays row and column field values in the ascending order. Set the SortOrder property to None to preserve the original order that comes from the data source.
Format the currency data. Hold down SHIFT or CTRL and select the cells that display data and total values. Set the TextFormatString property to {0:#,##0.00;(#,##0.00);-}. This string consists of three formats separated by semicolons: for positive values, negative values and null values.
To prevent the XRCrossTab control in a report from automatically adding new pages when the content exceeds the size of a page, configure the control to move the additional content to the bottom of the same page. For more information, review the following help topic: XRCrossTab: Specify Print Options.
You can also specify the width of cells that fit content on the same page. Use the ColumnAutoWidthMode property to specify whether and how to adjust the width of the cell based on its contents.
Select the Cross Tab, switch to the Properties window and expand the CrossTabStyles property. Use the GeneralStyle property to specify common appearance settings that apply to all Cross Tab cells. Set the following properties:
Expand the HeaderAreaStyle property and do the following:
Expand the TotalAreaStyle property and set the following properties to override general settings:
Select the cell bound to the Name data field and set the following appearance properties:
Select the cells in the top row and in the rows with total values. Set the Borders property to Bottom and BorderWidth property to 2.
Select the cells you did not customize in the previous step and set the Borders property to None.
Select the cells in the top row and set the BackColor property to 220, 228, 252.
Select the cell bound to the SubType field and the next cell in the data area. Set their BackColor property to 235, 241, 252.
Use the GroupRowIndex variable in expressions to identify odd and even rows.
Select the cell bound to the Name field and the next cell in the data area. Go to the Properties window and open the Expressions tab. Click the BackColor property’s ellipsis button and specify the following expression:
iif([Arguments.GroupRowIndex] % 2 == 1, Rgb(235, 241, 252), ?)
As you can see, the row backgrounds do not start from the left page border, but have indents. These indents correspond to auxiliary cells in a tree.
Select these auxiliary cells and disable the ColumnVisible property.
To add indents to row field values and imitate a tree-like view, set the Padding property of the following cells:
Right-click the report and select Insert Band / ReportHeader from the context menu.
Drop the XRLabel control from the Toolbox onto the created Report Header.
Double-click the label and type the report title. Specify appearance settings.
Switch to Print Preview to see the final result.
Tutorials that explain how to create different reports in EUD Report Designers for WinForms and Web are included in the End-User Documentation online help section: