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     Lesson 1 - Create a Snap Application
     Lesson 2 - Connect a Document to Data
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 End-User Documentation

Lesson 2 - Connect a Document to Data

This tutorial describes the steps required to connect a Snap document to data and provide a document data source with a master-detail relation. To start this tutorial, run the Snap application created in Lesson 1 - Create a Snap Application.

The tutorial consists of the following sections.

Expanded Connect to Data

This tutorial uses a connection to the sample Northwind database (the nwind.mdb file included in the product installation located by default at C:\Users\Public\Documents\DevExpress Demos 18.1\Components\Data).

To connect a Snap report to data, do the following.

Click Data | Add New Data Source on the Snap application's ribbon toolbar.

Alternatively, right-click an empty area in the Data Explorer and click Add Data Source in the invoked menu.

The Data Source Wizard is invoked. Proceed with the following steps in the wizard.

  1. On the first page of the invoked Data Source wizard, specify a name for the new data source and click Next.

  2. On the next page, select a data source type (Database) and click Next.

  3. If a data connection has already been specified in the application, the next wizard page allows you to select whether to use one of the existing connections, or create a new one.

  4. On the next page, select a data provider, specify the required connection settings and click Next.

    On this page, you can define a custom connection string, or select from the following supported data source types.

    • 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 Sybase Advantage
    • SAP Sybase ASE
    • SAP Sybase SQL Anywhere
    • SQLite
    • VistaDB
    • VistaDB5
    • XML File

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

    To proceed to the next wizard page, click Next.

  5. On the next page, you are prompted to save the connection string including or excluding the user name and a password. Choose any option and click Next.

  6. This page allows you to select a query or a stored procedure.

    Click Run Query Builder... to invoke the Query Builder window.


    Manual SQL editing is not allowed by default. Enabling custom SQL queries may lead to inadvertent or unauthorized modifications to your data/database structure. Before you decide to allow manual SQL editing, we recommend you to follow best practices and implement the appropriate end-user read/write permissions at the database level.

    If for some reason you have to enable custom SQL editing, set the SnapControl.Options.DataSourceWizardOptions.SqlWizardSettings.EnableCustomSql option to true.

    Note that only SELECT statements are allowed in the text. To override this restriction, handle the SnapControl.ValidateCustomSql event.

  7. In the invoked Query Builder window, double-click the Categories item in the list of available tables on the left to add it to the tables included into the query.

    Enable the check box for the Categories table, to include all of its fields in the view.

    Click OK to close the Query Builder and return to the Data Source Wizard.

  8. When the query is ready, click Finish to save it.

After the data source has been added to the report, its data members and data fields are displayed in the Data Explorer.

Expanded Create a Master-Detail Relation

This section of the tutorial illustrates how to add a master-detail relation to the document's data source.

  1. Right-click the NWind Data Source node in the Data Explorer window and select Manage Queries... in the invoked context menu.

  2. The Manage Queries dialog is displayed. It lists the available queries and allows you to edit them, delete or add a new query. Click the ellipsis to the right of the query name to invoke the Query Editor dialog for the selected query.

  3. Click Run Query Builder.. to invoke the Query Builder window.

  4. Double-click the Products item in the list of available tables on the left to include it in the list of data tables to be used.

    Enable the check box for the Products table, to include all of its fields in the view.

    Click OK to close the Query Builder. Click Finish to close the Query Editor. Click OK to close the Manage Queries window which contains now two queries.

  5. Right-click the NWind Data Source node in the Data Explorer window and select Manage Relations... in the invoked context menu.

  6. In the invoked Master-Detail Relation Editor window select the CategoryID item in the Categories table and drag it to item of the same name in the Products table.

  7. The relation is created as illustrated in the following image.

    Next, click OK to apply changes to the data source and exit.

  8. The content of the Data Explorer will be updated to reflect the new structure of the document data source.

To create a detail report, drag-and-drop the ProductName, UnitPrice and UnitsOnOrder fields of the CategoriesProducts relation from the Data Explorer onto the document's body, as shown in the image below.

The master-detail report is now ready. Click the Print Preview button in the File tab of the ribbon menu to view the preview.

Expanded See Also

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