SSRS How to calculate a ratio from two subtotal in a table - reporting-services

I'm using SSRS reporting tool and I need to calculate a ratio (out/in) for two subtotal in a table. Is there a way to do this? All data are coming from the same DataSet. In the example I need to divide 8649 by 2638 (absolute value). For a ratio of 3.28
enter image description here

It's hard to give an exact answer without seeing your dataset but you can probably do something like this.
=
SUM(IIF(Fields!Processus.Value = "Production", ABS(Fields!Qte.Value), Nothing), "DataSet1")
/
SUM(IIF(Fields!Processus.Value = "Intrant", ABS(Fields!Qte.Value), Nothing), "DataSet1")
What this does is to 2 sums, the first sums anything where the Processus field is "Production" and then divides this by a second sum.
The second sum is similar to the first except it sums anything where the Processus field is Intrant. The difference is that we use ABS() to give us a positive number.
Note: These SUM() functions are working across the entire dataset, as defined by the "DataSet1" scope argument. Change this to match your dataset name exactly (case sensitive) if required.
I created a cut down version of your sample data to test and these are the results.

Related

SSRS - add percentage of total?

I am just starting out in SSRS and have a dataset that looks like the below.
I have built this in a matrix table like so
I want to show what percentage each of the rows total is of the grand total, so for the attached image I would want to show what percentage 35 (counselling calls) is of 47 (total) and what percentage Legal calls (12) is of total (47)
I have tried =Fields!Calls.Value/sum(Fields!Calls.Value) but that just gives me 100% for both?
Would appreciate any help
You need to specify the scope of your SUM() expressions.
I'll briefly explain how scopes work and then get to the answer.
SSRS always evaluates an expression based on it's scope which is usually defined by the physical location of the expression within table/matrix. As you can see from your design all 4 textboxes show the same expression, [SUM(Calls}] which in fact is actually =SUM(Fields!Calls.Value). However they give different results because the scope of each is different. The first is in the category rowgroup and the month column group for example, the second one is in the category row group but in the total month group, and so on...
OK, now to the answer !
Assumming
your rowgroup is called 'CategoryGroup` (you will see the name in the rowgroup panel under the main designer)
your dataset is called DataSet1
You expression should be
=SUM(Fields!Calls.Value, "CategoryGroup") / SUM(Fields!Calls.Value, "DataSet1")
This basically reads..
Take the sum of the call column for all rows that are within the current CategoryRowgroup and divide by the sum of the call column across the whole dataset.
Notes
The scope names must be enclosed in quote and are case sensitive
The scope names must match either a row or column group, or a dataset name exactly.
the , "CategoryGroup" scope argument can probably be omitted as this should be the scope of the textbox anyway.

How to Sum the aggregates of a child group

This should be easy, but I am stuck.
I have a table listing some figures about Qualifications - to achieve which a dataset that is essentially a row per Student is being grouped on Qualification with a Parent Grouping on "Measure" (which is just a bucket of qualifications).
One of the columns is trying to work out the number of students (well, more properly the number of students with a value in a particular field, weighted by another field) in each Measure/Qualification. In the screenshot below, it's the "Pred. Avg" column on the right hand side.
So for the Qualification Row Grouping, that column is calculated by:
=CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual") * Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP")
This works fine - the values of 35 and 11.5 in that rightmost column are correct for those rows. What the top row should be doing is simply adding up the values in the other rows to give me the number of students in this Measure, in this case to give 46.5. To do that the expression I am using is:
=Sum(CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual") * Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP"), "Measure")
However as you can see in the screenshot, this returns 2917 instead.
So my question is; Why doesn't that work, and given that it doesn't work how can I, within a parent group, aggregate the results of aggregates inside a child group?
EDIT:
OK so, I have determined that the following works correctly:
=Sum(CountDistinct(Iif(IsNothing(Fields!AVG_PTS.Value) = False, Fields!Learner_ID.Value, Nothing), "Qual"), "Measure")
The problem there is that the Qual row that returns 11.5 is weighted to 0.5. I.E. it actually returns 23, and the Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP") is for that row returning 0.5 and altering it to 11.5...so the question becomes; "how do I force that ...*Lookup(Fields!Qual_Code.Value, Fields!Qual_Code.Value, Fields!size.Value, "DS_KS5Nationals_LKP") into the "Qual" scope, like the CountDistinct() is already in?
The issue here is that you're trying to aggregate values using that Lookup function which only returns one value. There are a couple ways you could go about doing this. One option would be to use the LookupSet function to get the applicable weightings. An even better option is to combine the data in your dataset so that the weighting is available without using a lookup. That way the function can recalculate an any grouping level without you having to force a scope on it. Also, CountDistinct ignores "Nothing" so you can do without the extra IIf statement. Hope that helps.

SSRS - I want to add a filtered expression for a calculation

--
I would like to add and expression that calculates a value based on a certain value. I have a dataset with the name DSSPend that has to columns one is the Area and the other spend. Now I would like to calculate the spend based on certain area values.
I tried something like this but does not seem to work
=Iif((Fields!Area.Value, "DSSSpend") IN ('New York','Miami','Texas') = SUM(Fields!Spend.Value, "DSSSpend"), 0)
=sum(iif((Fields!Area.Value = "New York" or Fields!Area.Value = "Miami" or Fields!Area.Value = "Texas"),
CDec(Fields!Spend.Value), CDec(0)))
There is no IN operator in SSRS expressions. You can achieve the same goal by using OR.
Also, your SUM aggregation needs to go outside the IIF. Your expression would evaluate the first record only rather than going through each record in the dataset and then aggregating. The expression I have written above goes through the entire dataset, summing either the value in the Spend field or 0, depending on the value of Area.
Update: If you were getting an error before, it was probably because it wasn't seeing your amounts as numbers. By converting them explicitly, you should get around this issue.

How can I add an aggregate percentage to an SSRS report based on two specific columns in a matrix?

I am somewhat new to SSRS and I have built a matrix report that looks fairly simple:
Supplier [AccDate]
[SupplierName] Sum(PurchasingCredit)
Total <<Expr>>
The actual report shows month-by-month sales data for a year in addition to Current YTD and Previous YTD columns (joined via UNION clause in base query) in addition to a column showing Year-over-Year % as difference between the Current YTD and Previous YTD columns (also joined via union).
I was able to apply a dynamic format to the Year-over-Year column using the following expression in the Format property to show the YOY column as a percentage and the others as dollar amounts:
=IIF(Fields!AccDate.Value <> "YOY", "'$' #,0.00;'$' -#,0.00", "#,0.00 %;-#,0.00 %")
The last thing I need to do is to show the column totals, which are working for each column with the exception of the year-over-year percentages using the following:
=IIF(Fields!AccDate.Value <> "YOY", SUM(Fields!PurchasingCredit.Value), 0)
In the year-over-year (YOY) column, a sum of percentages doesn't make sense: I need it to recalculate this value based on the sums of the "CYTD" and "PYTD" columns, but I can't seem to figure it out. Any help would be greatly appreciated. I am guessing it is probably an application of scope, but the MS articles that attempt to explain this are very confusing.

SSRS: Get values from a particular row of DataSet?

My dataset currently has 12 rows of data. Each representing data for a month. I would like to have variance of a column between to rows, the rows being last & last but one i.e., latest month and previous month's data.
It could have been simple if I were to work on tablix but thats not the case. I want those values for a textbox.
Any ideas on it anyone?
I hope you are using SSRS 2008R2:
R2 introduced the Lookup function that is perfect for this scenario.
=Lookup( Fields!ProductUID.Value ,Fields!ProductID.Value,Fields!Price.Value,"PriceDataSet")
The Lookup function above will evaluate the first parameter ("Fields!ProductUID.Value") in the current dataset, then look for a matching value in the field specified in the second parameter ("Fields!ProductID.Value") in the dataset specified in the fourth parameter. The value of the third parameter is then evaluated in that row of the dataset and returned.
A little convoluted, but very helpful.
In your case, you can use this in a textbox with a calculated a static number:
=Lookup(
Month(DateAdd(DateInterval.Month, -1, GetDate())),
Fields!MonthID.Value,
Fields!Name.Value,
"DataSet1")
This should calculate a number for last month, then look for a match in DataSet1.
In this example I have a tablix with Statecode and name as below
enter image description here
Suppose you want to display the name of state of CA, write an expression as -
=Lookup(
"CA" ,
Fields!StateCode.Value,
Fields!StateName.Value,
"ReportData"
)
This will return 'California' in the text box
I ran across this post while trying to solve a similar problem but with columns of double data type. Not sure why but SSRS did not want to return my first row using LOOKUP in combination with ROW_NUMBER in SQL(If someone can solve that all the better). I ended up using a SUM(IIF) instead. Hopefully, this is useful for someone else.
=Sum(IIF(Fields!RowNum.Value=1,CDBL(Fields!MyNumericColumn.Value),CDBL(0)))
Note: If SSRS complains about data types, just cast both parts of the IIF to the desired data type.