I have a report that pulls a beginning inventory value and puts it in the header of the report - "Textbox12". Then in the report there is a column that tells me how many of that particular part has shipped out or been received that day and displays that as a total (may be a negative number if we send more out that we get). How do I keep a Running Value where the first row of the report starts with the beginning balance and adds the daily change in inventory? The thing that I cant figure out is how to start with the 'Report Item Value' which represents the daily beginning balance.
My inventory report
PART No 1: beginning balance - 12345 (Textbox12)
Daily change | Total in stock
+1 | 12345+1
-2 | 12346-2
0 | 12346+0
The daily change expression is also a formula that looks at inbound and outbound columns/values in the report and totals those if that matters.
I don't think you can reference a reportitem from a tablix cell due to the order items are processed. I think the header and footer are done last so you can reference a tablix cell from the header but not the other way around.
You don't say how you get the opening balance but you should be able to copy the expression from Tetxbox12 and use that plus the RunningValue() of the DailyChange column.
So you would end up with something like this
=MyTextBox12Expressionhere
+
RunningValue(Fields!DailyChange.Value, SUM, "myDataSetName")
If this does not help, show a sample of data, the structure of your dataset and the expression in Textbox12 and I can revise the answer.
Related
Here I am, again with another doubt.
Here is my problem:
I have a report where I show ALL the incomes and expenses of the company for the last two days, which i managed by placing a column group grouping the columns by the date
Originally, the report contained a single matrix with both incomes and expenses fed by a dataset that points to the company cube applying the following filter expression
=IIF(Fields!Fecha.Value=Parameters!FechaHoy.Value or Fields!Fecha.Value = Parameters!DiaAnterior.Value,true,false)
FechaHoy = date sent via report parameter input
FechaAyer = date
parameter minus one day
and the filter value set to
=true
So far so good. Today, the upper management decided to split it into three matrix. One for incomes and other two for expenses (one for each expense category), so i startet with this
initial report layout
I created two new datasets for each one of the expense categories with the same filters, and now i'm here
current report layout
THE THING IS... as you can see, there is a "Total Destino" independent table where i have to add the totals of the second and third matrix in the image I added, but, as I already said I have to show the last two days, so i also have to partially add the total of each day (which are column grouped by date)
I'm pretty sured that there's also a better and more efficient way to manage what I did with the three matrices but the main issue which needs your assistance is how do i add the totals of the second and third matrices.
I already tried with
=Sum(Fields!Saldo.Value, "Informacion_Destino") + Sum(Fields!Saldo.Value, "Info_InvTesoreria")
but it adds the two days and repeat it for the two days. I also tried with ReportItems!TextBox + ReportItems!TextBox but the preview loads sends me an error message.
Thanks in advance for your time and help
Like Harry stated already out you can use for your overall total the following expression for the Tesoreria Subtotal + Destino Subtotal :
=ReportItems!TesoreriaSubtotal.Value + ReportItems!DestinoSubtotal.Value
This would give you the overall total for all days. Now if you just have to show the last two days you can add a tablix filter, like this:
'Expression
=IIF(CDate(Fields!YourDate.Value) < DateAdd("d", -2, Now()), True, False)
'Format
=Boolean
'Value
=False
Working on a ssrs report I ran into a problem.
In case that the Opening balance (the first row) is recorded as an Income, the Balance in the upper right corner
Should be reduced by the value shown in the "Income" cell for the Opening Balance row.
In case that the Opening Balance is recorded as Expenses the expression should stay as it is.
This is the expression for the Balance cell: =Sum(Fields!Income.Value-Fields!Expenses.Value)
Any help would be greatly appreciated :)
It looks to me like you need to take the balance, subtract the income and add the expenses from the row in your dataset that contains the description "opening balance...".
This could be achieved by using the initial balance calculation that you already have and doing a lookup to get the income/expense for the "opening balance..." line item based on the first 15 characters of the description ("Opening Balance"):
=Sum(Fields!Income.Value-Fields!Expenses.Value) - Lookup("Opening Balance", Left(Fields!Description.Value, 15), Fields!Income.Value, "DatasetName") + Lookup("Opening Balance", Left(Fields!Description.Value, 15), Fields!Expenses.Value, "DatasetName")
I'm guessing that this won't work out of the box and that you may have to test for nothing or COALESCE your database values and/or cast your fields to get this to work. Impossible to say exactly without seeing your actual dataset.
I have a chart and matrix that shows records for a given date range. User wants to see the records for indidual months.If the user selects date range from January to April then the results would be 4 charts and 4 tablix based on month instead of single chart and single tablix that shows for all months. Could anyone please help me on how to do that. TIA
Create a list
Insert your existing Tablix/Matrix into the body of the list
Right click the Row header (grey box) of the List and on the General tab set the Group expression to group on the Month value, i.e.
=Month(Fields!myDate.Value)
Right click the Row header (grey box) of the List and on the Filters tab set two expressions.
Expression Operator Value
-------------------- -------- --------------------------
=Fields!myDate.Value >= =Parameters!StartDate.Value
=Fields!myDate.Value <= =Parameters!EndDate.Value
This approach will then take an output that looks like this (for all months)
When applied, and the parameters set so that StartDate = 01/Jan/2015 and EndDate = 28/Feb/2015, will look like this
Note how the data for each month appears separately.
Let me know if this approach works for you, or if you need any further assistance.
i have a stored proc returning inventory amounts between a start and end date.
the QTY field shows on-hand inventory adjustments by date, either IN or OUT.
i have a "run balance" field that needs to show the total QTY each day. if the InOut field is 0, it's QTY in. if it's a 1, its QTY out. the values reflected in In and Out are coded that way.
EXAMPLE. if i start on 4/1/14 with 5216. then 1061 of product is made on 4/1/14 i need the run balance to take 5216 and add 1061 on the next line. the next line should read 6277 instead of 1061. then if some is shipped, take 6277 and subtract, and so on.
i tried the running value on QTY, but it just repeats the QTY. doesn't calculate anything.
=RunningValue(Fields!QTY.Value,Sum,"Details")
i tried to post an image of my report preview, but i don't have the reputation ;-)
any help would be MUCH appreciated.
EDIT: OK, i tried this code block:
= Switch(RunningValue(Iif(Fields!InOut.Value = 0, Fields!QTY.Value,0),Sum,"Details"),
RunningValue(Iif(Fields!InOut.Value = "1", Fields!RunBalance.Value - Fields!QTY.Value,0),Sum,"Details"))
and i am getting a 0 on the sum fields, and #Error on the subtraction fields. but, i think this is more the direction i need to go (i hope)....but i am still not getting it.
There are a couple of things to look at here.
First, you specify the Scope of "Details" in your RunningValue expression... By default this group will have no grouping value, i.e. each row in the dataset will be in its own group. Which means the RunningValue will only ever be applied to one row only. Change the Scope to "MyDataset" or Nothing, whatever is appropriate.
Secondly, you need to consider how the InOut field affects the RunningValue.
I have created a simple Dataset:
And a simple table:
The Balance expression is:
=RunningValue(IIf(Fields!InOut.Value = 0, Fields!QTY.Value, Fields!QTY.Value * -1)
, Sum
, Nothing)
You can see this changes the Scope from your original statement, and also applies a multiplier to QTY based on InOut.
Works OK for my sample data:
I am creating a ledger using MS Access 2010
I have the ledger report with unbound textbox to calculate the balance of each record include running sum for a calculation of 2 fields as below:
[Debit] - [credit]
It's working good, what I want to do is to add the open account value to the 1st row only, so the calculation for the 1st row only should be like this
[Debit] - [credit] + OpenBalance
then to use the 1st calculation for the other rows
but I failed to do it, any idea of how to achieve this?
I found a good solution for the running balance with the open balance as below:
1- is to have the open balance in a text box inside the report.
2- have a hidden text box as running sum over all, to have [Debit] - [credit] sum.
3- add another text box to have the result of [Debit] - [credit] then add the balance value to it.