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How to Conditionally include WBS Footers in a Report

DESTINI Cloud Estimator reports display the WBS value in the header and footer of each WBS Property group. Here's an example.

WBS value in the property group header and footer

If you don't want to display a footer for a particular WBS level, you can replace it with a blank row without rolling up or hiding the associated line items. This article describes how to configure the blank row using parameters and styles.

Create a Parameter

  1. Open an estimate in DESTINI Cloud Estimator.
  2. Navigate to Home> New Report. Report Designer opens.
  3. Click File> Open.
  4. Navigate to the folder with the report template file (.repx) you want to modify.
  5. Click the .repx file to open it.
  6. In the Report Explorer panel on the right side of the screen, use the tabs to switch to the Field List panel.
    The Field List tab
  7. Scroll to the bottom of the list. Right-click Parameters and select Edit Parameters.
  8. In the Parameters window, locate and select the WBS Groupings group.
  9. Click the Add button in the top left corner of the window.
    Click the Add button to add a new parameter
  10. With the new parameter selected, configure the following and click OK:
    1. Name – IncludedWBSFooters
    2. Description – Included WBS Footers
    3. Label orientation – Vertical
    4. Type – String
    5. Allow null value – Checked
    6. Allow multiple values – Checked
    7. Default Value – Copy and paste the following into the field:
      Level One,Level Two,Level Three,Level Four
    8. Value Source – Choose Static List, click Add, and add each of the following values to their own row:
      1. Level One
      2. Level Two
      3. Level Three
      4. Level Four

Create a Style

As part of this workflow, a blank row will be printed if the WBS Footer is turned off. For simplicity, the WBS Footer row for this example will be updated to use a white font.

  1. In the Field List panel on the right side of your screen, click the Report Explorer tab.
  2. In Report Explorer, right-click StylesEdit Styles.
    Click Edit Styles
  3. Click the Add a Style button in the top left corner of the window.
    Click the Add a Style button
  4. With the new style selected, enter the following information and then click Close:
    1. (Name) – BlankRow
    2. Foreground Color – White

Designer Changes

  1. In Report Explorer, search for and select GroupFooter2.
    Search for GroupFooter2
  2. In Designer in the middle of your screen, scroll down and locate the band selected in the previous step.
    The band selected from the search pane
  3. Click the Function button to the right.
    Click the Function button
  4. In Expression Editor, click Style Name in the left pane.
  5. Copy and paste the following expression into the expression box and click OK:
    Iif('Level Four' in (?IncludedWBSFooters), 'WBS4Footer', 'BlankRow')

    Paste the expression into the box
  6. Using the following table, repeat Steps 1-5 for the remaining WBS Footer bands.

    Band

    Control Name

    Style Name Expression

    WBS Property 3 Footer

    GroupFooter3

    Iif('Level Three' in (?IncludedWBSFooters), 'WBS3Footer', 'BlankRow')

    WBS Property 2 Footer

    GroupFooter4

    Iif('Level Two' in (?IncludedWBSFooters), 'WBS2Footer', 'BlankRow')

    WBS Property 1 Footer

    GroupFooter5

    Iif('Level One' in (?IncludedWBSFooters), 'WBS1Footer', 'BlankRow')

  7. Save and run your report.
  8. In the Report Viewer Parameters pane, choose a WBS property from the Level One Group dropdown list. You can choose additional WBS properties for the Level Two, Three, and Four groups, if you like.
    Delete the WBS Footers and choose a Level One Group
  9. Click Submit.
  10. The report prints a white row instead of the WBS footer.
    WBS Footer no longer prints

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