Bind a Report to a CSV File

This tutorial describes how to bind a report to data obtained from a CSV file:

Create a new report.
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.

On the first page of the invoked Data Source Wizard, select Excel File and click Next.

On the next wizard page, click the ellipsis button and locate the required CSV file or enter the full path to the file. Click Next to proceed to the next wizard page.

The next wizard page allows you to specify the import settings. This page also provides the EncodingNewline type, and Value separator settings that specify the character encoding, the line break type and a character used to separate values in the CSV document. To automatically determine values of these settings, enable the corresponding Detect automatically check boxes. You can also disable these checkboxes and manually choose desired values in the drop-down lists. Enable the Trim Blanks check box to delete all leading and trailing empty spaces from each value in the CSV file. Specify the required settings and click Next.

Use the Culture option to specify the culture information. The Text Qualifier setting allows you to select the character that encloses values in the source file.
Enable the first checkbox to use values of the first row as field names. If you disable this option, the values of the first row will be imported as data and field names will be generated automatically. The Skip empty rows option specifies whether to include empty rows to the result data source.
The next page allows you to select the required columns and specify their settings.eurd-win-exceldatasource_selectingcolumnseurd-win-exceldatasource_datapreview
Click Finish to complete the wizard.
On this page, you can also preview the result data by clicking the Preview button.
To include a column to the result data source, enable the corresponding Selected check box. Use Name to specify the custom column name and Type to choose the column type.

The created data source becomes displayed in the Report Explorer's Components node. The Field List reflects the data source's hierarchy.

Wednesday, 09 January 2019 Posted in Bind to Data