SSRS expression to calculate total based on daily counts that have conditions - reporting-services

Question

In a totals row (location is row group, date is the column group), I'm not sure how to calculate a total based on the below expression that I've been using to calculate "overcapacity" daily totals. I'm trying to total up the daily overcap counts.
The below expression works fine when grouped under the "date" column grouping. So each day in the range picked by the user displays with an "overcapacity" count (if the visitscounts > 7, then the result is visitscounts - 7, otherwise it is 0).
But I'm not sure how to total up the resultant overcapacity counts (I can total up visitcounts fine). The issue is that it takes the FULL daily count and THEN applies the -7, instead of just summing all the previously calculated daily counts (if the daily account exceeds 7, then it subtracts 7 from the full daily count, to come up with an "overcapacity" count).
=IIF(SUM(IIF(Fields!Location.Value = "LOC3" OR Fields!Location.Value = "LOC4",Fields!VisitsCount.Value,0)) > 7,
SUM(SUM(IIF(Fields!Location.Value = "LOC3" OR Fields!Location.Value = "LOC4",Fields!VisitsCount.Value,0))-7),
0)
ADDITIONAL INFORMATION
Dataset Query:
SELECT
L.Location
, D.[date]
, COUNT(DISTINCT CAST(V.VisitID AS VARCHAR(10))+V.Location+V.[Room-Bed]) AS VisitsCount
FROM dbo.DateTable(#StartDate, #EndDate) AS D
CROSS JOIN (
SELECT DISTINCT Location FROM dbo.vHIMOverFlowBedReport2)
AS L LEFT JOIN dbo.vHIMOverFlowBedReport2 AS V ON D.[date] BETWEEN
V.EffectiveDate AND ISNULL(V.ServiceEndDate, #EndDate) AND V.Location = L.Location
WHERE V.EffectiveDate IS NULL OR
(V.EffectiveDate <= #EndDate OR
V.ServiceEndDate >= #StartDate OR
V.ServiceEndDate IS NULL)
GROUP BY
L.Location
, D.[date]
ORDER BY L.Location, D.[date]
OverCap New Column Testing
Dataset Query with Added OverCap Column:
SELECT
x.Location
, x.[date]
, x.VisitsCount
, OverCap = IIF(VisitsCount-7 <0 ,0, VisitsCount-7)
FROM (
SELECT
L.Location
, D.[date]
, COUNT(DISTINCT CAST(V.VisitID AS VARCHAR(10))+V.Location+V.[Room-Bed]) AS VisitsCount
FROM dbo.DateTable(#StartDate, #EndDate) AS D
CROSS JOIN (
SELECT DISTINCT Location FROM dbo.vHIMOverFlowBedReport2)
AS L LEFT JOIN dbo.vHIMOverFlowBedReport2 AS V ON D.[date] BETWEEN
V.EffectiveDate AND ISNULL(V.ServiceEndDate, #EndDate) AND V.Location = L.Location
WHERE V.EffectiveDate IS NULL OR
(V.EffectiveDate <= #EndDate OR
V.ServiceEndDate >= #StartDate OR
V.ServiceEndDate IS NULL)
GROUP BY
L.Location
, D.[date]
) x
ORDER BY x.Location, x.[date]
Full Report Layout with OverCap added
Grouped by Location (row) and [date] (column), with a totals row outside row group for combined location.
report layout
Current Resultset with OverCap Column
CurrentResultSet
NOTES:
Result for LOC3-4 is 129 (see CurrentResultSet) if I use:
OverCap = IIF(VisitsCount-7 <0 ,0, VisitsCount-7)
Result for LOC3-4 is 34 if I use:
OverCap = IIF(Location = 'LOC3' OR Location = 'LOC4', VisitsCount,0)
Result for LOC3-4 is 24 if I use:
OverCap = IIF((Location = 'LOC3' OR Location = 'LOC4') AND VisitsCount > 7, VisitsCount,0)
Expressions Used Successfully for GROUPED locations:
DailyVisitorCount (used for both DailyVisitorCount and TotalVisitorCount).
=Sum(Fields!VisitsCount.Value)
DailyOverCapacityCount (used for both DailyOverCapacityCount and TotalOverCapacityCount):
=SWITCH(
Fields!Location.Value = "LOC1" AND Fields!VisitsCount.Value > 24, SUM(Fields!VisitsCount.Value - 24),
Fields!Location.Value = "LOC2" AND Fields!VisitsCount.Value > 16, SUM(Fields!VisitsCount.Value - 16),
Fields!Location.Value = "LOC3" AND Fields!VisitsCount.Value > 7, SUM(Fields!VisitsCount.Value - 7),
Fields!Location.Value = "LOC4" AND Fields!VisitsCount.Value > 7, SUM(Fields!VisitsCount.Value - 7),
Fields!Location.Value = "LOC5" AND Fields!VisitsCount.Value > 11, SUM(Fields!VisitsCount.Value - 11),
True, 0)
Averages were calculated by using the above expressions but adding to the end:
/CountDistinct(Fields!date.Value)
Expressions Used for combined location (outside grouped location row)
DailyVisitorCount (used successfully for both DailyVisitorCount and TotalVisitorCount).
=IIF(Fields!Location.Value = "LOC3" OR Fields!Location.Value = "LOC4", Sum(Fields!VisitsCount.Value), 0)
TotalOverCapCount (used successfully with DAILY TotalOverCapCount, but not the Total TotalOverCapCount
=IIF(SUM(IIF(Fields!Location.Value = "LOC3" OR Fields!Location.Value = "LOC4",Fields!VisitsCount.Value,0)) > 7,
SUM(SUM(IIF(Fields!Location.Value = "LOC3" OR Fields!Location.Value = "LOC4",Fields!VisitsCount.Value,0))-7),
0)
Expressions still needed:
Total TotalOverCapCount (adds up daily totals for the duration)
Average TotalOverCapCount (average of daily totals for the duration)

Answer 1

As the expression you are trying to sum requires two scoped expression parts, it's actually difficult to then sum these.
What you need to do is
=SUM(
SUM(Fields!.MyField.Value, "ColumnGroup")
, "RowGroup")
This is probably not possible in your scenario. I abandoned the approach quickly and just updated the dataset query to return the data I needed instead
So the dataset query looked like this (using you sample data)
DECLARE #t TABLE([Location] varchar(10), [Date] Date, [VisitsCount] int)
INSERT INTO #t VALUES
('LOC1', '2022-10-31', 18), ('LOC1', '2022-11-01', 19),
('LOC1', '2022-11-02', 19), ('LOC2', '2022-10-31', 34),
('LOC2', '2022-11-01', 30), ('LOC2', '2022-11-02', 35),
('LOC3', '2022-10-31', 8), ('LOC3', '2022-11-01', 8),
('LOC3', '2022-11-02', 8), ('LOC4', '2022-10-31', 5),
('LOC4', '2022-11-01', 5), ('LOC4', '2022-11-02', 7),
('LOC5', '2022-10-31', 11), ('LOC5', '2022-11-01', 11),
('LOC5', '2022-11-02', 11)
SELECT
[Location], [Date], VisitsCount
, OverCap = IIF(VisitsCount-7 <0 ,0, VisitsCount-7)
FROM #t
As you can see, I added an OverCap column. Now all we need to do is sum that in the report.
The report design looks like this..
and the final report looks like this...
Obviously you might need to adapt this to suit whatever grouping you have going but I think it's probably a much simpler approach.
Edit after update by OP
You can wrap your original query in a SELECT and then move the order clause of of the sub query. That should give you the same results.
SELECT
[Location], [Date], VisitsCount
, OverCap = IIF(VisitsCount-7 <0 ,0, VisitsCount-7)
FROM (
SELECT
L.Location
, D.[date]
, COUNT(DISTINCT CAST(V.VisitID AS VARCHAR(10))+V.Location+V.[Room-Bed]) AS VisitsCount
FROM dbo.DateTable(#StartDate, #EndDate) AS D
CROSS JOIN (
SELECT DISTINCT Location FROM dbo.vHIMOverFlowBedReport2)
AS L LEFT JOIN dbo.vHIMOverFlowBedReport2 AS V ON D.[date] BETWEEN
V.EffectiveDate AND ISNULL(V.ServiceEndDate, #EndDate) AND V.Location = L.Location
WHERE V.EffectiveDate IS NULL OR
(V.EffectiveDate <= #EndDate OR
V.ServiceEndDate >= #StartDate OR
V.ServiceEndDate IS NULL)
GROUP BY
L.Location
, D.[date]
) x
ORDER BY [Location], [date]
If you want to just get LOC3+4 at the end of the table
Then you can do this in SQL. All I've done here is taken the existing query, dumped the results to a temp table , then returned the results plus an extra row that only contains LOC3 and LOC4 data.
Note: I added a GroupOrder column so you can sort on this in the report to make sure the combined row appears at the end.
SELECT
[Location], [Date], VisitsCount
, OverCap = IIF(VisitsCount-7 <0 ,0, VisitsCount-7)
INTO #t
FROM (
SELECT
L.Location
, D.[date]
, COUNT(DISTINCT CAST(V.VisitID AS VARCHAR(10))+V.Location+V.[Room-Bed]) AS VisitsCount
FROM dbo.DateTable(#StartDate, #EndDate) AS D
CROSS JOIN (
SELECT DISTINCT Location FROM dbo.vHIMOverFlowBedReport2)
AS L LEFT JOIN dbo.vHIMOverFlowBedReport2 AS V ON D.[date] BETWEEN
V.EffectiveDate AND ISNULL(V.ServiceEndDate, #EndDate) AND V.Location = L.Location
WHERE V.EffectiveDate IS NULL OR
(V.EffectiveDate <= #EndDate OR
V.ServiceEndDate >= #StartDate OR
V.ServiceEndDate IS NULL)
GROUP BY
L.Location
, D.[date]
) x
SELECT
GroupOrder = 1
, [Location], [Date], VisitsCount, OverCap
FROM #t
UNION ALL
SELECT
GroupOrder = 2
, [Location] = 'LOC3+4', MIN([Date]), SUM(VisitsCount), SUM(OverCap)
FROM #t
WHERE [Location] IN ('LOC3', 'LOC4')
GROUP BY YEAR([Date]), MONTH([Date])