Expression to calculate % in a report - reporting-services

I am building a report(report server project) using the Data Tools. I have a column Quantity it has a Total.
I need another column that calculate the share(%) of each line in the Quantity comparing to the Total.
The expression would be: Line_1_Share = Quantity_of_line_1/Total.
I tried =[Sum(Total/Quantity)] but it does not even accept as a valid expression.

If you right-click the textboxes that contain your working 'Quantity' and 'Total' values and look at the expressions you will see the correct format.
For exmaple your 'Quantity' expression might be something like
=Fields!Quantity.Value
or if it is in a grouped row it might be
=SUM(Fields!Quantity.Value)
your 'Total' expression might also be
=SUM(Fields!Quantity.Value)
When you use SUM() (or any similar aggregate) then the scope of the expression decides what is included in the sum. The scope can be a single row, a row group or an entire dataset. If you do not specify a scope then the position of the textbox determines the scope.
So, if you have a simple table with no grouping other than the total line and your dataset name is dataset1 then your expression would need to be
=Fields!Quantity.Value / SUM(Fields!Quantity.Value, "dataset1")
The above reads .... "For the current row, take the Quantity and divide is but the sum of all Quantities that are within the entire dataset called dataset1"
If this does not help, post your current report design including and row and/or column groups.

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 properly set a SUM AGGREGATE on a group-level column

I have a SSRS report, and I'm trying to sum one of the columns.
The first column is a countdistinct(field1) and works perfectly.
The second column is in the same group as the first. When the first expands, the second column is part of the first group.
I'm trying to get the value here 24 in the group total.
if I perform a [SUM(CDEC(FIELD2.value))] it results in 72 because technically the 12 is repeated through all six records.
[SUM(MAX(FIELD2.value))] results in a 12, because the MAX() function gives max value of ALL the records.
How do I get 24, here?
Thanks
UPDATE #1.
here's the field setup for those columns
Someone mentioned using a scope in my sum(). How do I determine what my scope is? Thanks!
You have to add the scope in the sum expression in your tablix otherwise it always takes the dataset data. Let´s say you have a dataset (Dataset1), with the fields SalesOrder, SalesPrice. If you group now in your tablix by SalesOrder (GroupingBySalesOrder) you can add different scopes for the aggregate functions:
=Sum(Fields!SalesPrice.Value) 'This takes the Default scope "Dataset1"
=Sum(Fields!SalesPrice.Value, "Dataset1") 'The same result like above
=Sum(Fields!SalesPrice.Value, "GroupingBySalesOrder") 'The scope is now your grouping. Different result like the other two

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.

SSRS. Hide a Column based on Row Group Value

My application uses SSRS to produce payslips for employees. The Payslip report consists of a tablix with 5 columns. Among the 5, is a column called "Units" and another called "Invoice value".
The report has several Row Grouping levels, but the only important one for this question is the Payslip Number Row Grouping "RG_SlipNum". There is a page break after each "RG_SlipNum" RowGroup.
When users want to print Payslips, they can optionally supply up to 5 parameters which filter the result set to print out.
Employees can be paid based on the number of units delivered * a rate (Unit Based), or by a percentage of the invoice value (Invoice based) for the delivery (Oversimplified, but hopefully, you get my drift).
If the employee is Unit based I want the Units Column to Show, and the "Invoice Value" Column to be hidden. If they are Invoice based I want both columns to show.
My dataset has a bit field indicating whether to show or hide a column based on the logic above. It will be a 1 or a 0 for every underlying row within the current rowGroup. I have tried to use the First(,) function in a Column Visibility expression on the "Invoice Value" Column. However, I get the following error whenever I try to limit the scope of the First Function to the current Payslip Rowgroup using the RowGroup name.
"The Hidden expression for the tablix 'X' has a scope parameter that is not valid for an aggregate function. The scope parameter must be set to a string constant that is equal to either the name of a containing group, the name of a containing data region, or the name of a dataset. "
So, my Question(s)
Can you define a RowGroup name as the Scope argument in a First() function?
If not, What's the best way of achieving this without completely re-working my Dataset / RDL to accomplish this. (Using SSRS2008)
Why is it always just after posting a forum question, you figure it (or some workaround) out?
I'd still like some (better) answers if anyone sees this, but I've set a cell in the tablix to the value of the bit field that determines whether to show the column or not. I then changed my Column Visibility expression to check the cell value (using ReportItems!textboxname.Value) and it's working. as I scroll the payslips the columns visibility changes appropriately.

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.