Trouble creating nested SUM IIF expression in SSRS - reporting-services

I am new to SSRS and have a SUM(IIF question.
My data set contains four columns: Date, GroupID, PlanPaid, and NetworkIndicator.
Here is an example of the data set:
I am trying to SUM the [PlanPaid] amount when [NetworkIndicator] = "In Network".
However, I need this amount broken up by the [Date]. I tried accomplishing this by creating the expression:
=Sum(IIf(Fields!NetworkIndicator.Value = "In Network"
, Fields!PlanPaid.Value
, Nothing)
, "Claims_Rolling12")
But this expression returns the same amount (total) across all [Dates]. How do I break it up so that it is grouped by the correct [Date]?
Here is a photo of my Tablix and my current Groups: [Tablix and Groups]
And here is a photo of the output: [Output]

You haven't said where you want this sum to appear, so the answer here might not work. If it doesn't then edit your question to show what you expect the output to look like based on your sample data.
I'm assuming here that you want to add a new column to the report that shows "In Network total" by date.
The easiest way to do this is to add a row group that groups by date, then within this group you can use a simple expression, like the one you tried, but without specifying the scope.
=SUM(IIF(Fields!NetworkIndicator.Value = "In Network", Fields!PaidPlan.Value, Nothing))
This expression will only sum rows that are within the current scope, in this case the scope will be the row group you created to group by dates.
As IO said, if this is not helpful, edit your question and show what you expect your end result to look like, based on the sample data you supplied and then I can look at it again.

Related

How to get a value of cell based on condition from 2nd group in same tablix in RDLC report

I am working with RDLC report, where I have a very specific customer requirement to print a summary at the end of Report.
Please refer to image below for clear understanding:
Report summary is generated based on two Groups: Resource (No), and Task Wage Type.
1st tablix group = No.
2nd tablix group = Task Wage Type.
I need to generate an average per resource where:
Average = Total Cost / Quantity (where Task Wage Type = Hourly Task Wage)
So, I am working on extracting the value for Quantity where Task Wage Type = Hourly Task Wage and show it in Total Column for each group.
How can I achieve this?
Currently I have written this expression to achieve results, but its throwing an error as shown in picture above
=Sum(CDec(Fields!Total_Cost.Value), "Resource_No1")/Sum(IIF(UCase(Fields!WT_TaskWageType.Value)="HOURLY TASK WAGE", CDec(Fields!Quantity.Value), 1), "Resource_No1")
Finally my RDLC tablix image is shown below where I have two groups
How to resolve this error?
I can't see too much wrong with your expression so I would try to simplify things and build each part of the expression up until you get an error.
Two points though...
You should not need to specify the scope "Resource_No1" as it appears that the textbox is already within the correct scope (it's in he Resource_No1 group's rows).
Also, you appear to be adding 1 into your sum amount when the task wage type does not match your criteria. You should use 0 or nothing there instead I guess.
You could just try this to start with and then if that does not work, build up each part of the expression slowly.
=Sum(Fields!Total_Cost.Value)
/
Sum(IIF(UCase(Fields!WT_TaskWageType.Value)="HOURLY TASK WAGE",
Fields!Quantity.Value,
Nothing)
)
If you still get errors, try returning just the second part of the expression and see what you get.
I just tried this on a similar setup and it worked as expected.

Conditional Aggregate Lookup - SSRS

I have a report with two datasets to summarise the number and value of incomplete orders by status. I have a "Back Order" column, which is using the 'Lookup' function to refer to a second database, based on a whether the Fields!IsBackorder.Value returns true. This works at line level, but I've run into issues at the aggregate level.
For the total count of orders, this forumula works:
=SUM(IIF(LOOKUP(Fields!SalesOrderID.Value, Fields!SalesOrderID.Value, Fields!IsBackorder.Value, "DstBackorders") = "TRUE",1,0))
However, for the total value of orders ("Fields!NetValue.Value"), this returns '#Error'
=SUM(IIF(LOOKUP(Fields!SalesOrderID.Value, Fields!SalesOrderID.Value, Fields!IsBackorder.Value, "DstBackorders") = "TRUE",Fields!NetValue.Value,0))
I've tried custom aggregate functions but I haven't found any that work. I'm not sure how I'm getting this error.
Any suggestions would be really helpful.
Thanks,
Report Screenshot
The syntax looks perfectly fine , also the lookup looks good , can you please check on the below things in your DataSet:
Is Fields!NetValue.Value in scope of the current DataSet.
Are we using the correct data type for Fields!NetValue.Value(Something which is aggregatable , like int , decimal etc.)

Searching ALL ROWS in a Group using IIF Expression

I am working on a report that displays patient names (as groups with drilldowns) and several fields related to their visits. I have created a column in the report to display whether or not a specific value appears in the 'LocationID' column. The expression I used is
=IIF(Fields!LocationID.Value="WELL","Y","N")
I thought this was working great, it displays Y or N next to each name to let me know if 'WELL' was in their 'LocationID'. I checked several to ensure that this was going to work and discovered that there was a LocationID code of 'WHS' and since I have the rows ordered by Name and LocationID if there was a WHS visit it shows up at the top of the group and my expression is only seeing this top item. How can this expression be written differently so that it searches the entire result of each group? Depending on the date range a patient may have one visit or they may have ten. I need to check all visits that are returned. Perhaps there is a better method. Thanks in advance.
I agree with jimmy8ball that the easiest way to solve most issues like this is to push some logic back into the SQL layer.
However, if you really want to do this via SSRS functionality, then you could implement a substring search against a lookupset. Assuming you have a patient id in your dataset that is unique for each patient (I hope your group isn't on the name) then...
=Iif(InStr(Join(Lookupset(Fields!patientid.Value, Fields!patientid.Value, Fields!LocationsID.Value, "dataset"), ","), "WELL") > 0, "Y", "N")
Which says, "Search through the dataset for all rows related to my patientid, join every location into a comma deliminated string, search the string for the text "WELL" and return "Y" if it's found.
Obviously if you have locations in your dataset like "WELLY", these will become false positives and you'll have to implement some more nested logic. Try appending a value (perhaps !) to the lookupset return field so that you can search for "WELL!" or some other terminator character.

How do I create a interval of 7 days without 'w','week' or 'WeekOfYear'?

I am trying to sort data by the week it was created. I can not use 'w' in DateAdd, 'week' or 'WeekOfYear' without an error stating that function/expression is inaccessible.
What is the best way to create a substitute expression? I want the expression to group the dates based on the week it was created.
I am trying to replicate this:
http://imgur.com/Pk8YjUv
Based on the expected results you posted in the edition of your question I have reproduced the tablix.
I've used the following dataset:
I am supposing you are going to use a tablix component so I added this one with the following data arrangement.
In the Row Groups panel right click on date group.
In group properties, add a group expression and set this:
=DATEADD("d",7-DATEPART(DateInterval.Weekday,Fields!date.Value),Fields!date.Value)
Also in the tablix you have to set the same expression:
In the columns you want to sum you can use the Sum function or any aggregation function. I've used =Sum(Fields!value.Value) to Sum values within the same week.
This is the result it will preview:
Let me know if this was helpful.

Running Value Chart in SSRS - How to get each series to start at 0?

I have a table in SSRS, with income from two campaigns.
My columns are:
serialnumber
DateOfPayment
PaymentAmount
DaysSinceCampaign
Campaign
I want my chart to plot a running total of paymentamount by DaysSinceCampaign for each campaign (bs13 and bs12). I'm pretty close, as shown above - but for some reason, the BS13 campaign starts at 20,000, appearing to be adding on to BS12 - when it is supposed to start at 0.
In the Values section for Chart Data, I have used this formula:
=RunningValue(Fields!PAYMENTAMOUNT.Value,SUM,nothing)
I have tried changing 'nothing' to "campaign", and have tried defining 'Campaign' as a row group and a column group - but it keeps returning the same error: that the scope parameter must be set to a string constant equal to a containing group.
The scope here needs to be the name of the Series Group you set up in the chart, not the Column Group of the Tablix that is set up below, something like:
I created a simple test based on:
With the Chart data expression set to:
=RunningValue(Fields!PaymentAmount.Value, Sum, Nothing)
I got the following:
Which is incorrect, but similar to what you're seeing.
If I change the expression to:
=RunningValue(Fields!PaymentAmount.Value, Sum, "Chart1_SeriesGroup1")
I get the following:
Which is correct, so it seems like you're just going to have to set the Scope to the correct Series Group name.